IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 316,174 shares; 2022Q2: 324,813 shares; 2022Q3: 343,011 shares; 2022Q4: 350,432 shares; 2023Q1: 350,984 shares; 2023Q2: 454,455 shares; 2023Q3: 468,802 shares; 2023Q4: 489,799 shares 489,799 $148M 4.82% +20,997 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 736,174 shares; 2022Q2: 724,734 shares; 2022Q3: 723,386 shares; 2022Q4: 726,088 shares; 2023Q1: 740,067 shares; 2023Q2: 728,838 shares; 2023Q3: 728,320 shares; 2023Q4: 736,292 shares 736,292 $142M 4.6% +7,972 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,405,526 shares; 2022Q2: 1,493,241 shares; 2022Q3: 1,547,096 shares; 2022Q4: 2,005,742 shares; 2023Q1: 2,126,273 shares; 2023Q2: 2,073,620 shares; 2023Q3: 2,083,938 shares; 2023Q4: 2,094,288 shares 2,094,288 $139M 4.52% +10,350 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 261,467 shares; 2022Q2: 279,589 shares; 2022Q3: 269,735 shares; 2022Q4: 274,816 shares; 2023Q1: 274,935 shares; 2023Q2: 278,740 shares; 2023Q3: 281,700 shares; 2023Q4: 299,253 shares 299,253 $113M 3.66% +17,553 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 86,348 shares; 2022Q2: 94,553 shares; 2022Q3: 109,427 shares; 2022Q4: 135,980 shares; 2023Q1: 145,055 shares; 2023Q2: 185,003 shares; 2023Q3: 199,814 shares; 2023Q4: 219,243 shares 219,243 $105M 3.4% +19,429 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 129,967 shares; 2022Q2: 149,273 shares; 2022Q3: 152,413 shares; 2022Q4: 152,452 shares; 2023Q1: 155,918 shares; 2023Q2: 163,285 shares; 2023Q3: 167,448 shares; 2023Q4: 176,036 shares 176,036 $72.1M 2.34% +8,588 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 914,266 shares; 2022Q2: 904,957 shares; 2022Q3: 897,812 shares; 2022Q4: 1,121,763 shares; 2023Q1: 1,097,818 shares; 2023Q2: 1,034,617 shares; 2023Q3: 980,693 shares; 2023Q4: 913,087 shares 913,087 $71.2M 2.31% -67,606 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,232,836 shares; 2022Q2: 1,266,014 shares; 2022Q3: 523,369 shares; 2022Q4: 686,098 shares; 2023Q1: 943,689 shares; 2023Q2: 949,442 shares; 2023Q3: 943,246 shares; 2023Q4: 789,213 shares 789,213 $64.7M 2.1% -154,033 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 675,224 shares; 2022Q2: 676,459 shares; 2022Q3: 676,022 shares; 2022Q4: 676,279 shares; 2023Q1: 666,416 shares; 2023Q2: 638,792 shares; 2023Q3: 531,009 shares; 2023Q4: 529,675 shares 529,675 $53M 1.72% -1,334 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 115,152 shares; 2022Q2: 120,562 shares; 2022Q3: 143,737 shares; 2022Q4: 76,826 shares; 2023Q1: 89,002 shares; 2023Q2: 99,996 shares; 2023Q3: 110,083 shares; 2023Q4: 528,072 shares 528,072 $50.9M 1.65% +417,989 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 110,000 shares; 2022Q2: 110,528 shares; 2022Q3: 109,311 shares; 2022Q4: 106,056 shares; 2023Q1: 108,600 shares; 2023Q2: 108,366 shares; 2023Q3: 107,232 shares; 2023Q4: 105,411 shares 105,411 $50.1M 1.63% -1,821 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 286,719 shares; 2022Q2: 290,173 shares; 2022Q3: 314,120 shares; 2022Q4: 371,397 shares; 2023Q1: 406,183 shares; 2023Q2: 405,535 shares; 2023Q3: 405,271 shares; 2023Q4: 432,688 shares 432,688 $46.8M 1.52% +27,417 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,591 shares; 2022Q2: 1,675 shares; 2022Q3: 37,726 shares; 2022Q4: 35,022 shares; 2023Q1: 34,955 shares; 2023Q2: 33,751 shares; 2023Q3: 32,274 shares; 2023Q4: 41,757 shares 41,757 $46.6M 1.51% +9,483 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 344,132 shares; 2022Q2: 343,329 shares; 2022Q3: 343,060 shares; 2022Q4: 325,032 shares; 2023Q1: 311,214 shares; 2023Q2: 292,360 shares; 2023Q3: 288,969 shares; 2023Q4: 280,929 shares 280,929 $46.4M 1.51% -8,040 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 269,743 shares; 2022Q2: 271,401 shares; 2022Q3: 275,576 shares; 2022Q4: 281,604 shares; 2023Q1: 285,760 shares; 2023Q2: 289,199 shares; 2023Q3: 297,193 shares; 2023Q4: 307,306 shares 307,306 $45M 1.46% +10,113 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 111,268 shares; 2022Q2: 110,257 shares; 2022Q3: 110,453 shares; 2022Q4: 145,004 shares; 2023Q1: 152,562 shares; 2023Q2: 156,413 shares; 2023Q3: 164,795 shares; 2023Q4: 161,872 shares 161,872 $44.9M 1.46% -2,923 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 571,904 shares; 2022Q2: 553,233 shares; 2022Q3: 794,164 shares; 2022Q4: 793,320 shares; 2023Q1: 835,084 shares; 2023Q2: 857,496 shares; 2023Q3: 876,954 shares; 2023Q4: 888,639 shares 888,639 $42.6M 1.38% +11,685 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 357,452 shares; 2022Q2: 606,335 shares; 2022Q3: 660,713 shares; 2022Q4: 677,379 shares; 2023Q1: 727,739 shares; 2023Q2: 423,788 shares; 2023Q3: 388,293 shares; 2023Q4: 353,502 shares 353,502 $41.4M 1.35% -34,791 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,016 shares; 2022Q2: 209,439 shares; 2022Q3: 215,400 shares; 2022Q4: 233,292 shares; 2023Q1: 237,673 shares; 2023Q2: 244,328 shares; 2023Q3: 251,454 shares; 2023Q4: 255,609 shares 255,609 $38.8M 1.26% +4,155 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,517 shares; 2022Q2: 132,820 shares; 2022Q3: 154,815 shares; 2022Q4: 416,483 shares; 2023Q1: 332,665 shares; 2023Q2: 326,298 shares; 2023Q3: 340,832 shares; 2023Q4: 388,423 shares 388,423 $38.8M 1.26% +47,591 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 376,591 shares; 2023Q2: 404,749 shares; 2023Q3: 464,890 shares; 2023Q4: 725,784 shares 725,784 $37.7M 1.23% +260,894 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 183,663 shares; 2022Q2: 191,075 shares; 2022Q3: 195,013 shares; 2022Q4: 209,405 shares; 2023Q1: 212,873 shares; 2023Q2: 210,691 shares; 2023Q3: 213,179 shares; 2023Q4: 218,234 shares 218,234 $37.1M 1.21% +5,055 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 285,945 shares; 2022Q2: 268,399 shares; 2022Q3: 276,617 shares; 2022Q4: 317,782 shares; 2023Q1: 321,849 shares; 2023Q2: 323,311 shares; 2023Q3: 327,130 shares; 2023Q4: 337,729 shares 337,729 $35.3M 1.15% +10,599 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 50,558 shares; 2022Q2: 50,213 shares; 2022Q3: 55,801 shares; 2022Q4: 82,350 shares; 2023Q1: 85,444 shares; 2023Q2: 86,372 shares; 2023Q3: 95,811 shares; 2023Q4: 132,474 shares 132,474 $34.7M 1.13% +36,663 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 206,695 shares; 2022Q2: 221,428 shares; 2022Q3: 208,066 shares; 2022Q4: 208,398 shares; 2023Q1: 210,385 shares; 2023Q2: 219,952 shares; 2023Q3: 215,694 shares; 2023Q4: 217,026 shares 217,026 $34M 1.1% +1,332 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 153,701 shares; 2022Q2: 180,060 shares; 2022Q3: 221,416 shares; 2022Q4: 397,401 shares; 2023Q1: 406,886 shares; 2023Q2: 409,089 shares; 2023Q3: 413,613 shares; 2023Q4: 424,013 shares 424,013 $31.8M 1.03% +10,400 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 202,411 shares; 2022Q2: 302,314 shares; 2022Q3: 248,564 shares; 2022Q4: 355,315 shares; 2023Q1: 344,936 shares; 2023Q2: 360,203 shares; 2023Q3: 384,417 shares; 2023Q4: 395,772 shares 395,772 $29.1M 0.95% +11,355 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,975 shares; 2022Q2: 6,117 shares; 2022Q3: 130,059 shares; 2022Q4: 150,918 shares; 2023Q1: 152,382 shares; 2023Q2: 156,988 shares; 2023Q3: 165,894 shares; 2023Q4: 206,233 shares 206,233 $29.1M 0.94% +40,339 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 43,251 shares; 2022Q4: 87,325 shares; 2023Q1: 91,899 shares; 2023Q2: 95,840 shares; 2023Q3: 104,490 shares; 2023Q4: 106,435 shares 106,435 $28.8M 0.94% +1,945 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 155,572 shares; 2022Q2: 147,898 shares; 2022Q3: 136,059 shares; 2022Q4: 145,443 shares; 2023Q1: 164,604 shares; 2023Q2: 174,570 shares; 2023Q3: 196,569 shares; 2023Q4: 245,499 shares 245,499 $27.2M 0.88% +48,930 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 161,818 shares; 2022Q2: 161,649 shares; 2022Q3: 154,388 shares; 2022Q4: 150,850 shares; 2023Q1: 150,555 shares; 2023Q2: 150,984 shares; 2023Q3: 150,927 shares; 2023Q4: 151,534 shares 151,534 $27.1M 0.88% +607 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 79,735 shares; 2022Q2: 83,901 shares; 2022Q3: 85,425 shares; 2022Q4: 116,799 shares; 2023Q1: 127,145 shares; 2023Q2: 128,284 shares; 2023Q3: 128,945 shares; 2023Q4: 134,783 shares 134,783 $25.9M 0.84% +5,838 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 461,543 shares; 2022Q2: 1,132,013 shares; 2022Q3: 585,095 shares; 2022Q4: 715,890 shares; 2023Q1: 718,789 shares; 2023Q2: 684,913 shares; 2023Q3: 669,045 shares; 2023Q4: 655,167 shares 655,167 $25.6M 0.83% -13,878 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 120,967 shares; 2022Q2: 122,332 shares; 2022Q3: 122,824 shares; 2022Q4: 123,683 shares; 2023Q1: 122,878 shares; 2023Q2: 123,250 shares; 2023Q3: 121,185 shares; 2023Q4: 120,941 shares 120,941 $25.4M 0.82% -244 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 146,669 shares; 2022Q2: 147,410 shares; 2022Q3: 146,635 shares; 2022Q4: 143,794 shares; 2023Q1: 145,597 shares; 2023Q2: 145,280 shares; 2023Q3: 141,964 shares; 2023Q4: 146,343 shares 146,343 $24.9M 0.81% +4,379 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 204,414 shares; 2022Q2: 208,218 shares; 2022Q3: 213,851 shares; 2022Q4: 212,281 shares; 2023Q1: 211,570 shares; 2023Q2: 211,922 shares; 2023Q3: 215,367 shares; 2023Q4: 218,549 shares 218,549 $23.8M 0.77% +3,182 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 106,151 shares; 2022Q2: 126,540 shares; 2022Q3: 126,648 shares; 2022Q4: 174,338 shares; 2023Q1: 168,392 shares; 2023Q2: 153,594 shares; 2023Q3: 153,082 shares; 2023Q4: 152,390 shares 152,390 $23.7M 0.77% -692 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 77,524 shares; 2022Q2: 77,927 shares; 2022Q3: 78,666 shares; 2022Q4: 77,901 shares; 2023Q1: 78,637 shares; 2023Q2: 77,421 shares; 2023Q3: 78,762 shares; 2023Q4: 80,162 shares 80,162 $23.1M 0.75% +1,400 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 244,496 shares; 2022Q2: 243,715 shares; 2022Q3: 247,082 shares; 2022Q4: 245,999 shares; 2023Q1: 245,212 shares; 2023Q2: 245,840 shares; 2023Q3: 248,209 shares; 2023Q4: 238,499 shares 238,499 $22.9M 0.74% -9,710 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,969 shares; 2022Q2: 23,994 shares; 2022Q3: 24,825 shares; 2022Q4: 26,065 shares; 2023Q1: 26,361 shares; 2023Q2: 26,663 shares; 2023Q3: 27,389 shares; 2023Q4: 27,651 shares 27,651 $22.4M 0.73% +262 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 146,963 shares; 2022Q2: 149,174 shares; 2022Q3: 149,791 shares; 2022Q4: 148,473 shares; 2023Q1: 151,806 shares; 2023Q2: 154,225 shares; 2023Q3: 153,936 shares; 2023Q4: 154,816 shares 154,816 $22.4M 0.73% +880 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 39,696 shares; 2022Q2: 53,873 shares; 2022Q3: 40,977 shares; 2022Q4: 45,070 shares; 2023Q1: 46,558 shares; 2023Q2: 54,515 shares; 2023Q3: 59,310 shares; 2023Q4: 60,744 shares 60,744 $21.7M 0.7% +1,434 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 314,811 shares; 2022Q2: 321,002 shares; 2022Q3: 323,239 shares; 2022Q4: 330,560 shares; 2023Q1: 335,758 shares; 2023Q2: 343,269 shares; 2023Q3: 356,550 shares; 2023Q4: 357,338 shares 357,338 $21.1M 0.68% +788 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 56,970 shares; 2022Q2: 56,995 shares; 2022Q3: 56,673 shares; 2022Q4: 56,881 shares; 2023Q1: 56,816 shares; 2023Q2: 56,986 shares; 2023Q3: 59,568 shares; 2023Q4: 58,688 shares 58,688 $20.6M 0.67% -880 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 63,898 shares; 2022Q2: 69,330 shares; 2022Q3: 72,458 shares; 2022Q4: 98,531 shares; 2023Q1: 103,592 shares; 2023Q2: 108,301 shares; 2023Q3: 111,582 shares; 2023Q4: 115,946 shares 115,946 $20.2M 0.65% +4,364 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 176,778 shares; 2022Q2: 179,553 shares; 2022Q3: 179,919 shares; 2022Q4: 180,569 shares; 2023Q1: 183,172 shares; 2023Q2: 184,391 shares; 2023Q3: 190,560 shares; 2023Q4: 188,853 shares 188,853 $19.1M 0.62% -1,707 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 69,359 shares; 2022Q2: 69,904 shares; 2022Q3: 70,157 shares; 2022Q4: 71,915 shares; 2023Q1: 72,430 shares; 2023Q2: 72,931 shares; 2023Q3: 70,793 shares; 2023Q4: 72,052 shares 72,052 $18.7M 0.61% +1,259 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 198,022 shares; 2022Q2: 236,617 shares; 2022Q3: 198,127 shares; 2022Q4: 200,704 shares; 2023Q1: 208,492 shares; 2023Q2: 224,729 shares; 2023Q3: 229,561 shares; 2023Q4: 236,351 shares 236,351 $18.7M 0.61% +6,790 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 114,838 shares; 2022Q2: 111,049 shares; 2022Q3: 110,399 shares; 2022Q4: 109,291 shares; 2023Q1: 112,016 shares; 2023Q2: 110,797 shares; 2023Q3: 113,706 shares; 2023Q4: 115,675 shares 115,675 $18.5M 0.6% +1,969 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 110,927 shares; 2022Q2: 112,261 shares; 2022Q3: 112,570 shares; 2022Q4: 113,851 shares; 2023Q1: 114,802 shares; 2023Q2: 115,486 shares; 2023Q3: 116,701 shares; 2023Q4: 115,746 shares 115,746 $18.2M 0.59% -955 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 272,770 shares; 2022Q2: 281,077 shares; 2022Q3: 280,271 shares; 2022Q4: 295,731 shares; 2023Q1: 308,615 shares; 2023Q2: 306,073 shares; 2023Q3: 331,036 shares; 2023Q4: 341,976 shares 341,976 $17.3M 0.56% +10,940 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,734 shares; 2022Q2: 24,513 shares; 2022Q3: 28,010 shares; 2022Q4: 30,212 shares; 2023Q1: 32,377 shares; 2023Q2: 33,350 shares; 2023Q3: 33,494 shares; 2023Q4: 34,694 shares 34,694 $17.2M 0.56% +1,200 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 38,212 shares; 2022Q2: 37,357 shares; 2022Q3: 37,890 shares; 2022Q4: 247,023 shares; 2023Q1: 243,955 shares; 2023Q2: 236,626 shares; 2023Q3: 241,391 shares; 2023Q4: 219,051 shares 219,051 $17M 0.55% -22,340 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 653,506 shares; 2022Q2: 666,155 shares; 2022Q3: 670,639 shares; 2022Q4: 709,254 shares; 2023Q1: 723,758 shares; 2023Q2: 729,299 shares; 2023Q3: 748,316 shares; 2023Q4: 762,727 shares 762,727 $16.9M 0.55% +14,411 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 47,240 shares; 2022Q2: 103,817 shares; 2022Q3: 49,819 shares; 2022Q4: 46,656 shares; 2023Q1: 45,184 shares; 2023Q2: 83,008 shares; 2023Q3: 367,385 shares; 2023Q4: 373,875 shares 373,875 $16.4M 0.53% +6,490 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 285,816 shares; 2022Q2: 287,903 shares; 2022Q3: 292,908 shares; 2022Q4: 297,605 shares; 2023Q1: 222,914 shares; 2023Q2: 225,328 shares; 2023Q3: 227,277 shares; 2023Q4: 231,291 shares 231,291 $16.2M 0.53% +4,014 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,318 shares; 2022Q2: 3,382 shares; 2022Q3: 3,529 shares; 2022Q4: 3,547 shares; 2023Q1: 56,106 shares; 2023Q2: 55,050 shares; 2023Q3: 45,456 shares; 2023Q4: 39,935 shares 39,935 $15.4M 0.5% -5,521 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,086 shares; 2022Q2: 4,199 shares; 2022Q3: 85,870 shares; 2022Q4: 92,140 shares; 2023Q1: 90,957 shares; 2023Q2: 90,931 shares; 2023Q3: 90,380 shares; 2023Q4: 110,260 shares 110,260 $15.4M 0.5% +19,880 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,555 shares; 2022Q2: 25,660 shares; 2022Q3: 26,831 shares; 2022Q4: 34,467 shares; 2023Q1: 165,080 shares; 2023Q2: 150,237 shares; 2023Q3: 219,110 shares; 2023Q4: 188,935 shares 188,935 $14.7M 0.48% -30,175 Timeline JGRO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11,604 shares; 2023Q3: 85,578 shares; 2023Q4: 228,482 shares 228,482 $14M 0.45% +142,904 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 53,538 shares; 2022Q2: 52,532 shares; 2022Q3: 54,071 shares; 2022Q4: 50,195 shares; 2023Q1: 51,514 shares; 2023Q2: 52,911 shares; 2023Q3: 53,334 shares; 2023Q4: 54,894 shares 54,894 $13.8M 0.45% +1,560 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 290,986 shares 290,986 $13.4M 0.44% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 98,974 shares; 2022Q2: 100,273 shares; 2022Q3: 101,430 shares; 2022Q4: 110,736 shares; 2023Q1: 120,513 shares; 2023Q2: 117,567 shares; 2023Q3: 115,453 shares; 2023Q4: 108,204 shares 108,204 $12.6M 0.41% -7,249 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 78,053 shares; 2022Q2: 78,119 shares; 2022Q3: 65,869 shares; 2022Q4: 66,382 shares; 2023Q1: 66,409 shares; 2023Q2: 68,827 shares; 2023Q3: 68,760 shares; 2023Q4: 64,883 shares 64,883 $12.4M 0.4% -3,877 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 213,098 shares; 2022Q2: 188,617 shares; 2022Q3: 222,253 shares; 2022Q4: 233,052 shares; 2023Q1: 236,004 shares; 2023Q2: 238,477 shares; 2023Q3: 266,073 shares; 2023Q4: 202,199 shares 202,199 $12.3M 0.4% -63,874 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 66,512 shares; 2022Q2: 67,777 shares; 2022Q3: 69,547 shares; 2022Q4: 73,898 shares; 2023Q1: 73,900 shares; 2023Q2: 74,726 shares; 2023Q3: 75,929 shares; 2023Q4: 82,018 shares 82,018 $12.2M 0.4% +6,089 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 150,725 shares; 2022Q2: 150,946 shares; 2022Q3: 151,378 shares; 2022Q4: 147,340 shares; 2023Q1: 147,171 shares; 2023Q2: 138,388 shares; 2023Q3: 137,221 shares; 2023Q4: 127,524 shares 127,524 $11.9M 0.39% -9,697 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 183,849 shares; 2022Q2: 183,619 shares; 2022Q3: 205,258 shares; 2022Q4: 203,144 shares; 2023Q1: 200,365 shares; 2023Q2: 200,567 shares; 2023Q3: 199,487 shares; 2023Q4: 190,501 shares 190,501 $11M 0.36% -8,986 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 34,369 shares; 2022Q2: 16,178 shares; 2022Q3: 17,667 shares; 2022Q4: 18,409 shares; 2023Q1: 27,092 shares; 2023Q2: 27,687 shares; 2023Q3: 31,099 shares; 2023Q4: 31,376 shares 31,376 $10.9M 0.35% +277 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 98,712 shares; 2022Q2: 100,575 shares; 2022Q3: 100,553 shares; 2022Q4: 107,049 shares; 2023Q1: 108,754 shares; 2023Q2: 110,140 shares; 2023Q3: 88,127 shares; 2023Q4: 87,649 shares 87,649 $10.7M 0.35% -478 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,315 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,394 shares; 2023Q1: 2,357 shares; 2023Q2: 2,560 shares; 2023Q3: 76,140 shares; 2023Q4: 78,536 shares 78,536 $10.5M 0.34% +2,396 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,712 shares; 2022Q2: 12,252 shares; 2022Q3: 12,379 shares; 2022Q4: 13,645 shares; 2023Q1: 14,027 shares; 2023Q2: 13,591 shares; 2023Q3: 14,658 shares; 2023Q4: 15,697 shares 15,697 $10.4M 0.34% +1,039 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 411,435 shares; 2022Q2: 422,361 shares; 2022Q3: 428,365 shares; 2022Q4: 435,166 shares; 2023Q1: 441,342 shares; 2023Q2: 447,600 shares; 2023Q3: 404,156 shares; 2023Q4: 354,188 shares 354,188 $10.2M 0.33% -49,968 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 145,240 shares; 2022Q2: 137,134 shares; 2022Q3: 127,781 shares; 2022Q4: 117,375 shares; 2023Q1: 338,970 shares; 2023Q2: 289,783 shares; 2023Q3: 275,261 shares; 2023Q4: 234,144 shares 234,144 $9.62M 0.31% -41,117 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 25,321 shares; 2022Q2: 25,194 shares; 2022Q3: 25,708 shares; 2022Q4: 27,884 shares; 2023Q1: 27,747 shares; 2023Q2: 27,085 shares; 2023Q3: 34,532 shares; 2023Q4: 36,276 shares 36,276 $9.45M 0.31% +1,744 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,014 shares; 2022Q2: 54,717 shares; 2022Q3: 77,637 shares; 2022Q4: 203,330 shares; 2023Q1: 209,312 shares; 2023Q2: 215,625 shares; 2023Q3: 160,888 shares; 2023Q4: 85,886 shares 85,886 $9.31M 0.3% -75,002 Timeline RWJ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,833 shares; 2023Q1: 9,307 shares; 2023Q2: 43,950 shares; 2023Q3: 213,640 shares; 2023Q4: 214,411 shares 214,411 $8.88M 0.29% +771 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 126,039 shares; 2022Q2: 130,380 shares; 2022Q3: 129,124 shares; 2022Q4: 125,276 shares; 2023Q1: 132,881 shares; 2023Q2: 129,070 shares; 2023Q3: 135,889 shares; 2023Q4: 106,314 shares 106,314 $8.76M 0.28% -29,575 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 9,179 shares; 2023Q3: 44,611 shares; 2023Q4: 154,518 shares 154,518 $8.59M 0.28% +109,907 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 27,581 shares; 2022Q2: 28,219 shares; 2022Q3: 28,545 shares; 2022Q4: 22,980 shares; 2023Q1: 23,239 shares; 2023Q2: 23,554 shares; 2023Q3: 23,695 shares; 2023Q4: 24,119 shares 24,119 $8.54M 0.28% +424 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,124 shares; 2022Q2: 18,430 shares; 2022Q3: 29,941 shares; 2022Q4: 61,474 shares; 2023Q1: 59,589 shares; 2023Q2: 61,046 shares; 2023Q3: 62,610 shares; 2023Q4: 66,720 shares 66,720 $8.35M 0.27% +4,110 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 44,955 shares; 2022Q2: 84,152 shares; 2022Q3: 118,927 shares; 2022Q4: 245,663 shares; 2023Q1: 253,755 shares; 2023Q2: 224,216 shares; 2023Q3: 217,829 shares; 2023Q4: 180,297 shares 180,297 $8.24M 0.27% -37,532 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,548 shares; 2022Q2: 13,006 shares; 2022Q3: 13,240 shares; 2022Q4: 15,701 shares; 2023Q1: 16,235 shares; 2023Q2: 17,851 shares; 2023Q3: 19,176 shares; 2023Q4: 20,813 shares 20,813 $7.84M 0.25% +1,637 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 55,849 shares; 2022Q2: 34,866 shares; 2022Q3: 55,649 shares; 2022Q4: 55,183 shares; 2023Q1: 55,198 shares; 2023Q2: 54,611 shares; 2023Q3: 133,053 shares; 2023Q4: 127,043 shares 127,043 $7.84M 0.25% -6,010 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 124,679 shares; 2022Q2: 111,024 shares; 2022Q3: 99,559 shares; 2022Q4: 81,508 shares; 2023Q1: 78,052 shares; 2023Q2: 89,276 shares; 2023Q3: 86,433 shares; 2023Q4: 70,716 shares 70,716 $7.6M 0.25% -15,717 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 61,078 shares; 2022Q2: 66,931 shares; 2022Q3: 70,352 shares; 2022Q4: 92,809 shares; 2023Q1: 93,783 shares; 2023Q2: 95,156 shares; 2023Q3: 95,367 shares; 2023Q4: 100,554 shares 100,554 $7.58M 0.25% +5,187 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,654 shares; 2022Q2: 10,630 shares; 2022Q3: 10,464 shares; 2022Q4: 10,447 shares; 2023Q1: 10,389 shares; 2023Q2: 9,483 shares; 2023Q3: 13,429 shares; 2023Q4: 12,639 shares 12,639 $7.37M 0.24% -790 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 74,666 shares; 2022Q2: 73,821 shares; 2022Q3: 114,524 shares; 2022Q4: 162,241 shares; 2023Q1: 191,897 shares; 2023Q2: 193,498 shares; 2023Q3: 214,655 shares; 2023Q4: 220,439 shares 220,439 $6.88M 0.22% +5,784 Timeline JPEM J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 49,088 shares; 2022Q2: 52,255 shares; 2022Q3: 56,185 shares; 2022Q4: 101,847 shares; 2023Q1: 147,444 shares; 2023Q2: 143,610 shares; 2023Q3: 127,381 shares; 2023Q4: 128,646 shares 128,646 $6.73M 0.22% +1,265 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 197,346 shares; 2022Q2: 199,755 shares; 2022Q3: 201,455 shares; 2022Q4: 204,198 shares; 2023Q1: 207,914 shares; 2023Q2: 209,609 shares; 2023Q3: 83,727 shares; 2023Q4: 79,525 shares 79,525 $6.69M 0.22% -4,202 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 38,629 shares; 2022Q2: 38,911 shares; 2022Q3: 37,795 shares; 2022Q4: 43,478 shares; 2023Q1: 43,421 shares; 2023Q2: 41,242 shares; 2023Q3: 40,680 shares; 2023Q4: 43,099 shares 43,099 $6.68M 0.22% +2,419 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,180 shares; 2022Q2: 9,446 shares; 2022Q3: 9,551 shares; 2022Q4: 10,385 shares; 2023Q1: 10,696 shares; 2023Q2: 10,584 shares; 2023Q3: 11,251 shares; 2023Q4: 12,664 shares 12,664 $6.67M 0.22% +1,413 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 35,692 shares; 2022Q2: 93,623 shares; 2022Q3: 93,470 shares; 2022Q4: 89,924 shares; 2023Q1: 95,159 shares; 2023Q2: 95,163 shares; 2023Q3: 95,167 shares; 2023Q4: 102,617 shares 102,617 $6.36M 0.21% +7,450 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,908 shares; 2022Q2: 17,872 shares; 2022Q3: 19,293 shares; 2022Q4: 19,423 shares; 2023Q1: 19,057 shares; 2023Q2: 18,377 shares; 2023Q3: 19,573 shares; 2023Q4: 21,303 shares 21,303 $6.32M 0.21% +1,730 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,377 shares; 2022Q2: 20,897 shares; 2022Q3: 22,862 shares; 2022Q4: 29,347 shares; 2023Q1: 28,278 shares; 2023Q2: 29,783 shares; 2023Q3: 31,338 shares; 2023Q4: 31,621 shares 31,621 $6.24M 0.2% +283 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 17,855 shares; 2022Q2: 17,668 shares; 2022Q3: 17,669 shares; 2022Q4: 17,670 shares; 2023Q1: 17,971 shares; 2023Q2: 17,672 shares; 2023Q3: 17,673 shares; 2023Q4: 39,462 shares 39,462 $6.23M 0.2% +21,789 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,709 shares; 2023Q1: 44,931 shares; 2023Q2: 45,078 shares; 2023Q3: 44,959 shares; 2023Q4: 44,995 shares 44,995 $6.09M 0.2% +36 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 77,046 shares; 2022Q2: 79,506 shares; 2022Q3: 82,604 shares; 2022Q4: 92,470 shares; 2023Q1: 72,725 shares; 2023Q2: 68,390 shares; 2023Q3: 59,841 shares; 2023Q4: 158,901 shares 158,901 $5.97M 0.19% +99,060 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,375 shares; 2022Q2: 12,286 shares; 2022Q3: 12,670 shares; 2022Q4: 13,348 shares; 2023Q1: 13,232 shares; 2023Q2: 13,733 shares; 2023Q3: 13,835 shares; 2023Q4: 13,475 shares 13,475 $5.75M 0.19% -360 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 52,831 shares; 2022Q2: 57,290 shares; 2022Q3: 59,300 shares; 2022Q4: 60,996 shares; 2023Q1: 59,934 shares; 2023Q2: 61,793 shares; 2023Q3: 60,121 shares; 2023Q4: 62,582 shares 62,582 $5.65M 0.18% +2,461 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 91,007 shares; 2022Q2: 90,777 shares; 2022Q3: 87,015 shares; 2022Q4: 80,237 shares; 2023Q1: 76,657 shares; 2023Q2: 75,077 shares; 2023Q3: 75,044 shares; 2023Q4: 79,912 shares 79,912 $5.62M 0.18% +4,868 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 94,701 shares; 2022Q2: 97,601 shares; 2022Q3: 107,651 shares; 2022Q4: 120,602 shares; 2023Q1: 128,345 shares; 2023Q2: 130,458 shares; 2023Q3: 149,734 shares; 2023Q4: 164,413 shares 164,413 $5.54M 0.18% +14,679 Timeline JPIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 56,161 shares; 2022Q2: 113,953 shares; 2022Q3: 82,497 shares; 2022Q4: 106,586 shares; 2023Q1: 108,952 shares; 2023Q2: 108,075 shares; 2023Q3: 108,106 shares; 2023Q4: 101,855 shares 101,855 $5.53M 0.18% -6,251 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,481 shares; 2022Q2: 5,094 shares; 2022Q3: 4,538 shares; 2022Q4: 48,100 shares; 2023Q1: 46,889 shares; 2023Q2: 34,831 shares; 2023Q3: 31,354 shares; 2023Q4: 38,219 shares 38,219 $5.21M 0.17% +6,865 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 29,605 shares; 2022Q2: 29,628 shares; 2022Q3: 32,716 shares; 2022Q4: 55,772 shares; 2023Q1: 59,180 shares; 2023Q2: 60,778 shares; 2023Q3: 61,967 shares; 2023Q4: 62,658 shares 62,658 $4.96M 0.16% +691 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 28,861 shares; 2022Q2: 29,447 shares; 2022Q3: 29,622 shares; 2022Q4: 45,025 shares; 2023Q1: 45,646 shares; 2023Q2: 47,133 shares; 2023Q3: 48,247 shares; 2023Q4: 47,764 shares 47,764 $4.92M 0.16% -483 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 45,142 shares; 2022Q2: 45,357 shares; 2022Q3: 45,361 shares; 2022Q4: 34,508 shares; 2023Q1: 33,622 shares; 2023Q2: 33,785 shares; 2023Q3: 35,482 shares; 2023Q4: 37,268 shares 37,268 $4.88M 0.16% +1,786 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,726 shares; 2022Q2: 11,953 shares; 2022Q3: 15,946 shares; 2022Q4: 37,372 shares; 2023Q1: 40,181 shares; 2023Q2: 41,598 shares; 2023Q3: 44,138 shares; 2023Q4: 48,877 shares 48,877 $4.73M 0.15% +4,739 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 125,511 shares; 2022Q2: 120,055 shares; 2022Q3: 122,995 shares; 2022Q4: 75,578 shares; 2023Q1: 74,413 shares; 2023Q2: 68,319 shares; 2023Q3: 61,943 shares; 2023Q4: 52,963 shares 52,963 $4.68M 0.15% -8,980 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 24,081 shares; 2022Q2: 24,177 shares; 2022Q3: 24,601 shares; 2022Q4: 35,181 shares; 2023Q1: 36,586 shares; 2023Q2: 38,021 shares; 2023Q3: 39,153 shares; 2023Q4: 41,023 shares 41,023 $4.68M 0.15% +1,870 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 62,238 shares; 2022Q2: 98,292 shares; 2022Q3: 100,931 shares; 2022Q4: 61,830 shares; 2023Q1: 42,222 shares; 2023Q2: 47,382 shares; 2023Q3: 52,402 shares; 2023Q4: 51,352 shares 51,352 $4.67M 0.15% -1,050 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,550 shares; 2022Q2: 24,705 shares; 2022Q3: 39,046 shares; 2022Q4: 72,238 shares; 2023Q1: 74,927 shares; 2023Q2: 75,847 shares; 2023Q3: 77,078 shares; 2023Q4: 75,346 shares 75,346 $4.66M 0.15% -1,732 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,123 shares; 2022Q2: 26,900 shares; 2022Q3: 27,869 shares; 2022Q4: 30,938 shares; 2023Q1: 30,060 shares; 2023Q2: 29,955 shares; 2023Q3: 30,230 shares; 2023Q4: 27,271 shares 27,271 $4.65M 0.15% -2,959 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,307 shares; 2022Q2: 13,093 shares; 2022Q3: 13,772 shares; 2022Q4: 13,475 shares; 2023Q1: 15,030 shares; 2023Q2: 15,555 shares; 2023Q3: 19,646 shares; 2023Q4: 19,345 shares 19,345 $4.59M 0.15% -301 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,396 shares; 2022Q2: 22,995 shares; 2022Q3: 24,879 shares; 2022Q4: 25,133 shares; 2023Q1: 25,700 shares; 2023Q2: 26,456 shares; 2023Q3: 27,946 shares; 2023Q4: 29,041 shares 29,041 $4.58M 0.15% +1,095 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,459 shares; 2022Q2: 20,117 shares; 2022Q3: 20,604 shares; 2022Q4: 20,889 shares; 2023Q1: 21,179 shares; 2023Q2: 21,215 shares; 2023Q3: 23,919 shares; 2023Q4: 27,611 shares 27,611 $4.52M 0.15% +3,692 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,281 shares; 2022Q2: 14,976 shares; 2022Q3: 15,376 shares; 2022Q4: 56,505 shares; 2023Q1: 56,505 shares; 2023Q2: 81,505 shares; 2023Q3: 231,954 shares; 2023Q4: 226,847 shares 226,847 $4.14M 0.13% -5,107 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,304 shares; 2022Q2: 11,218 shares; 2022Q3: 11,102 shares; 2022Q4: 11,967 shares; 2023Q1: 11,238 shares; 2023Q2: 13,706 shares; 2023Q3: 17,349 shares; 2023Q4: 17,471 shares 17,471 $4.07M 0.13% +122 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,745 shares; 2022Q2: 21,316 shares; 2022Q3: 21,339 shares; 2022Q4: 21,339 shares; 2023Q1: 21,539 shares; 2023Q2: 21,306 shares; 2023Q3: 106,530 shares; 2023Q4: 106,530 shares 106,530 $3.99M 0.13% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,360 shares; 2022Q2: 54,259 shares; 2022Q3: 27,608 shares; 2022Q4: 24,729 shares; 2023Q1: 22,240 shares; 2023Q2: 33,052 shares; 2023Q3: 32,420 shares; 2023Q4: 37,584 shares 37,584 $3.96M 0.13% +5,164 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,287 shares; 2022Q2: 11,193 shares; 2022Q3: 12,096 shares; 2022Q4: 14,126 shares; 2023Q1: 14,213 shares; 2023Q2: 13,231 shares; 2023Q3: 14,764 shares; 2023Q4: 17,358 shares 17,358 $3.86M 0.13% +2,594 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,324 shares; 2022Q2: 3,494 shares; 2022Q3: 11,259 shares; 2022Q4: 11,116 shares; 2023Q1: 10,406 shares; 2023Q2: 10,618 shares; 2023Q3: 10,906 shares; 2023Q4: 15,138 shares 15,138 $3.76M 0.12% +4,232 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 61,079 shares; 2022Q4: 61,258 shares; 2023Q1: 61,799 shares; 2023Q2: 61,917 shares; 2023Q3: 51,917 shares; 2023Q4: 52,878 shares 52,878 $3.74M 0.12% +961 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,095 shares; 2022Q2: 5,049 shares; 2022Q3: 57,781 shares; 2022Q4: 57,786 shares; 2023Q1: 57,673 shares; 2023Q2: 58,180 shares; 2023Q3: 58,509 shares; 2023Q4: 65,910 shares 65,910 $3.72M 0.12% +7,401 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 76,245 shares; 2022Q2: 80,716 shares; 2022Q3: 82,453 shares; 2022Q4: 92,107 shares; 2023Q1: 91,651 shares; 2023Q2: 94,963 shares; 2023Q3: 98,831 shares; 2023Q4: 96,618 shares 96,618 $3.64M 0.12% -2,213 Timeline VERVE THERAPEUTICS INC VERVE THERAPEUTICS INC More: the full row for VERVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 259,626 shares; 2022Q4: 259,637 shares; 2023Q1: 259,626 shares; 2023Q2: 259,626 shares; 2023Q3: 259,626 shares; 2023Q4: 259,626 shares 259,626 $3.62M 0.12% 0 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 28,118 shares; 2022Q2: 30,417 shares; 2022Q3: 31,329 shares; 2022Q4: 33,960 shares; 2023Q1: 32,474 shares; 2023Q2: 33,330 shares; 2023Q3: 35,058 shares; 2023Q4: 32,853 shares 32,853 $3.57M 0.12% -2,205 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,362 shares; 2022Q2: 6,533 shares; 2022Q3: 7,077 shares; 2022Q4: 7,118 shares; 2023Q1: 8,577 shares; 2023Q2: 9,867 shares; 2023Q3: 11,739 shares; 2023Q4: 14,130 shares 14,130 $3.47M 0.11% +2,391 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 32,413 shares; 2022Q2: 42,971 shares; 2022Q3: 32,898 shares; 2022Q4: 34,026 shares; 2023Q1: 34,868 shares; 2023Q2: 34,623 shares; 2023Q3: 34,808 shares; 2023Q4: 33,067 shares 33,067 $3.47M 0.11% -1,741 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 102,249 shares 102,249 $3.41M 0.11% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 657 shares; 2022Q2: 925 shares; 2022Q3: 847 shares; 2022Q4: 1,082 shares; 2023Q1: 1,107 shares; 2023Q2: 4,665 shares; 2023Q3: 5,527 shares; 2023Q4: 5,805 shares 5,805 $3.35M 0.11% +278 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,770 shares; 2022Q2: 14,645 shares; 2022Q3: 15,381 shares; 2022Q4: 16,706 shares; 2023Q1: 16,534 shares; 2023Q2: 16,816 shares; 2023Q3: 17,221 shares; 2023Q4: 16,600 shares 16,600 $3.33M 0.11% -621 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,229 shares; 2022Q2: 23,187 shares; 2022Q3: 24,065 shares; 2022Q4: 30,232 shares; 2023Q1: 29,764 shares; 2023Q2: 29,901 shares; 2023Q3: 29,474 shares; 2023Q4: 28,968 shares 28,968 $3.19M 0.1% -506 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 66,314 shares; 2022Q2: 136,679 shares; 2022Q3: 177,987 shares; 2022Q4: 138,537 shares; 2023Q1: 189,904 shares; 2023Q2: 166,748 shares; 2023Q3: 143,694 shares; 2023Q4: 112,782 shares 112,782 $3.16M 0.1% -30,912 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,550 shares; 2022Q2: 9,575 shares; 2022Q3: 16,945 shares; 2022Q4: 48,905 shares; 2023Q1: 54,924 shares; 2023Q2: 57,506 shares; 2023Q3: 60,398 shares; 2023Q4: 60,203 shares 60,203 $3.14M 0.1% -195 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,183 shares; 2022Q2: 11,417 shares; 2022Q3: 4,310 shares; 2022Q4: 4,615 shares; 2023Q1: 4,403 shares; 2023Q2: 7,712 shares; 2023Q3: 6,676 shares; 2023Q4: 6,531 shares 6,531 $2.96M 0.1% -145 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 140,466 shares; 2022Q2: 134,452 shares; 2022Q3: 142,691 shares; 2022Q4: 148,917 shares; 2023Q1: 29,414 shares; 2023Q2: 28,484 shares; 2023Q3: 32,330 shares; 2023Q4: 32,122 shares 32,122 $2.92M 0.09% -208 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 24,135 shares; 2022Q2: 21,410 shares; 2022Q3: 25,999 shares; 2022Q4: 28,348 shares; 2023Q1: 29,337 shares; 2023Q2: 15,827 shares; 2023Q3: 16,406 shares; 2023Q4: 39,223 shares 39,223 $2.85M 0.09% +22,817 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 73,280 shares; 2022Q2: 73,266 shares; 2022Q3: not reported; 2022Q4: 79,043 shares; 2023Q1: 78,641 shares; 2023Q2: 78,645 shares; 2023Q3: 78,645 shares; 2023Q4: 84,029 shares 84,029 $2.83M 0.09% +5,384 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,182 shares; 2022Q2: 8,247 shares; 2022Q3: 8,132 shares; 2022Q4: 8,202 shares; 2023Q1: 7,960 shares; 2023Q2: 8,018 shares; 2023Q3: 11,032 shares; 2023Q4: 10,804 shares 10,804 $2.83M 0.09% -228 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 205,587 shares; 2022Q2: 188,265 shares; 2022Q3: 190,562 shares; 2022Q4: 27,923 shares; 2023Q1: 32,898 shares; 2023Q2: 31,899 shares; 2023Q3: 31,841 shares; 2023Q4: 32,119 shares 32,119 $2.82M 0.09% +278 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 383,069 shares; 2022Q2: 392,259 shares; 2022Q3: 405,131 shares; 2022Q4: 399,053 shares; 2023Q1: 60,143 shares; 2023Q2: 55,383 shares; 2023Q3: 58,054 shares; 2023Q4: 55,294 shares 55,294 $2.78M 0.09% -2,760 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 17,021 shares; 2022Q2: 17,053 shares; 2022Q3: 17,325 shares; 2022Q4: 17,329 shares; 2023Q1: 17,000 shares; 2023Q2: 17,238 shares; 2023Q3: 17,283 shares; 2023Q4: 10,986 shares 10,986 $2.78M 0.09% -6,297 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,470 shares; 2022Q2: 24,097 shares; 2022Q3: 24,369 shares; 2022Q4: 24,201 shares; 2023Q1: 23,614 shares; 2023Q2: 23,743 shares; 2023Q3: 23,483 shares; 2023Q4: 29,347 shares 29,347 $2.75M 0.09% +5,864 Timeline TDVG T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21,151 shares; 2023Q3: 46,904 shares; 2023Q4: 77,796 shares 77,796 $2.74M 0.09% +30,892 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,609 shares; 2022Q2: 9,609 shares; 2022Q3: 9,728 shares; 2022Q4: 9,728 shares; 2023Q1: 9,728 shares; 2023Q2: 9,728 shares; 2023Q3: 9,728 shares; 2023Q4: 9,738 shares 9,738 $2.67M 0.09% +10 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,703 shares; 2022Q2: 15,702 shares; 2022Q3: 1,331 shares; 2022Q4: 1,248 shares; 2023Q1: 1,241 shares; 2023Q2: 7,085 shares; 2023Q3: 4,971 shares; 2023Q4: 5,704 shares 5,704 $2.64M 0.09% +733 Timeline XCEM COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,222 shares; 2023Q4: 86,424 shares 86,424 $2.62M 0.08% +76,202 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,850 shares; 2022Q2: 5,812 shares; 2022Q3: 6,065 shares; 2022Q4: 6,346 shares; 2023Q1: 6,194 shares; 2023Q2: 5,123 shares; 2023Q3: 6,145 shares; 2023Q4: 8,782 shares 8,782 $2.6M 0.08% +2,637 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 38,357 shares; 2022Q2: 38,357 shares; 2022Q3: 41,701 shares; 2022Q4: 57,387 shares; 2023Q1: 53,007 shares; 2023Q2: 50,462 shares; 2023Q3: 53,288 shares; 2023Q4: 48,562 shares 48,562 $2.58M 0.08% -4,726 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 64,799 shares; 2022Q2: 65,021 shares; 2022Q3: 64,799 shares; 2022Q4: 65,190 shares; 2023Q1: 64,799 shares; 2023Q2: 64,799 shares; 2023Q3: 64,799 shares; 2023Q4: 64,799 shares 64,799 $2.58M 0.08% 0 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,176 shares; 2022Q2: 7,551 shares; 2022Q3: 11,386 shares; 2022Q4: 14,246 shares; 2023Q1: 14,357 shares; 2023Q2: 13,726 shares; 2023Q3: 67,270 shares; 2023Q4: 73,305 shares 73,305 $2.58M 0.08% +6,035 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 335 shares; 2022Q2: 735 shares; 2022Q3: 437 shares; 2022Q4: 492 shares; 2023Q1: 474 shares; 2023Q2: 1,009 shares; 2023Q3: 811 shares; 2023Q4: 716 shares 716 $2.54M 0.08% -95 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 206,373 shares; 2022Q2: 208,515 shares; 2022Q3: 31,654 shares; 2022Q4: 31,825 shares; 2023Q1: 30,971 shares; 2023Q2: 31,097 shares; 2023Q3: 32,797 shares; 2023Q4: 31,333 shares 31,333 $2.5M 0.08% -1,464 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 69,144 shares; 2022Q2: 15,225 shares; 2022Q3: 15,290 shares; 2022Q4: 51,624 shares; 2023Q1: 51,362 shares; 2023Q2: 45,593 shares; 2023Q3: 44,293 shares; 2023Q4: 72,876 shares 72,876 $2.43M 0.08% +28,583 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,294 shares; 2022Q2: 7,542 shares; 2022Q3: 7,476 shares; 2022Q4: 7,869 shares; 2023Q1: 8,370 shares; 2023Q2: 9,672 shares; 2023Q3: 10,969 shares; 2023Q4: 11,155 shares 11,155 $2.41M 0.08% +186 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,900 shares; 2022Q2: 12,008 shares; 2022Q3: 5,988 shares; 2022Q4: 5,998 shares; 2023Q1: 5,377 shares; 2023Q2: 5,647 shares; 2023Q3: 5,481 shares; 2023Q4: 5,463 shares 5,463 $2.39M 0.08% -18 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,626 shares; 2022Q2: 5,110 shares; 2022Q3: 5,835 shares; 2022Q4: 6,811 shares; 2023Q1: 7,168 shares; 2023Q2: 7,535 shares; 2023Q3: 7,635 shares; 2023Q4: 7,602 shares 7,602 $2.37M 0.08% -33 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,277 shares; 2022Q2: 20,323 shares; 2022Q3: 20,993 shares; 2022Q4: 21,017 shares; 2023Q1: 20,867 shares; 2023Q2: 19,559 shares; 2023Q3: 19,562 shares; 2023Q4: 18,876 shares 18,876 $2.36M 0.08% -686 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 27,225 shares; 2022Q2: 33,967 shares; 2022Q3: 39,727 shares; 2022Q4: 54,257 shares; 2023Q1: 56,706 shares; 2023Q2: 58,183 shares; 2023Q3: 59,649 shares; 2023Q4: 58,393 shares 58,393 $2.35M 0.08% -1,256 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,411 shares; 2022Q2: 9,976 shares; 2022Q3: 8,841 shares; 2022Q4: 8,758 shares; 2023Q1: 8,585 shares; 2023Q2: 8,857 shares; 2023Q3: 9,166 shares; 2023Q4: 8,969 shares 8,969 $2.34M 0.08% -197 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,097 shares; 2022Q2: 24,782 shares; 2022Q3: 20,497 shares; 2022Q4: 19,256 shares; 2023Q1: 18,621 shares; 2023Q2: 20,149 shares; 2023Q3: 16,567 shares; 2023Q4: 16,230 shares 16,230 $2.24M 0.07% -337 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,767 shares; 2022Q2: 2,933 shares; 2022Q3: 2,751 shares; 2022Q4: 3,094 shares; 2023Q1: 3,073 shares; 2023Q2: 3,379 shares; 2023Q3: 3,694 shares; 2023Q4: 3,712 shares 3,712 $2.21M 0.07% +18 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,401 shares; 2022Q2: 14,320 shares; 2022Q3: 12,734 shares; 2022Q4: 41,125 shares; 2023Q1: 40,237 shares; 2023Q2: 40,600 shares; 2023Q3: 41,587 shares; 2023Q4: 43,238 shares 43,238 $2.19M 0.07% +1,651 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,195 shares; 2022Q2: 25,869 shares; 2022Q3: 27,226 shares; 2022Q4: 28,171 shares; 2023Q1: 28,196 shares; 2023Q2: 27,298 shares; 2023Q3: 26,811 shares; 2023Q4: 27,930 shares 27,930 $2.17M 0.07% +1,119 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares 4 $2.17M 0.07% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 55,295 shares; 2022Q2: 57,520 shares; 2022Q3: 61,642 shares; 2022Q4: 61,872 shares; 2023Q1: 61,769 shares; 2023Q2: 61,784 shares; 2023Q3: 62,166 shares; 2023Q4: 61,125 shares 61,125 $2.16M 0.07% -1,041 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,246 shares; 2022Q2: 6,816 shares; 2022Q3: 5,796 shares; 2022Q4: 4,981 shares; 2023Q1: 4,748 shares; 2023Q2: 4,753 shares; 2023Q3: 4,841 shares; 2023Q4: 4,386 shares 4,386 $2.13M 0.07% -455 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 150,797 shares; 2022Q2: 151,501 shares; 2022Q3: 162,060 shares; 2022Q4: 147,296 shares; 2023Q1: 140,898 shares; 2023Q2: 150,867 shares; 2023Q3: 165,680 shares; 2023Q4: 126,738 shares 126,738 $2.13M 0.07% -38,942 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 54,454 shares; 2022Q2: 56,209 shares; 2022Q3: 37,654 shares; 2022Q4: 37,660 shares; 2023Q1: 37,599 shares; 2023Q2: 37,602 shares; 2023Q3: 39,202 shares; 2023Q4: 45,021 shares 45,021 $2.13M 0.07% +5,819 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,215 shares; 2022Q2: 4,179 shares; 2022Q3: 4,179 shares; 2022Q4: 4,180 shares; 2023Q1: 4,199 shares; 2023Q2: 4,179 shares; 2023Q3: 4,179 shares; 2023Q4: 4,180 shares 4,180 $2.12M 0.07% +1 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,474 shares; 2022Q2: 14,614 shares; 2022Q3: 15,419 shares; 2022Q4: 15,458 shares; 2023Q1: 15,578 shares; 2023Q2: 15,944 shares; 2023Q3: 16,155 shares; 2023Q4: 15,515 shares 15,515 $2.11M 0.07% -640 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,393 shares; 2022Q2: 3,497 shares; 2022Q3: 3,529 shares; 2022Q4: 3,999 shares; 2023Q1: 3,850 shares; 2023Q2: 3,925 shares; 2023Q3: 4,000 shares; 2023Q4: 3,949 shares 3,949 $2.1M 0.07% -51 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,110 shares; 2022Q2: 38,276 shares; 2022Q3: 11,182 shares; 2022Q4: 10,266 shares; 2023Q1: 10,168 shares; 2023Q2: 22,772 shares; 2023Q3: 20,432 shares; 2023Q4: 20,428 shares 20,428 $2.06M 0.07% -4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,409 shares; 2022Q2: 2,448 shares; 2022Q3: 2,380 shares; 2022Q4: 2,414 shares; 2023Q1: 2,353 shares; 2023Q2: 2,366 shares; 2023Q3: 2,336 shares; 2023Q4: 2,229 shares 2,229 $1.96M 0.06% -107 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,838 shares; 2022Q2: 3,623 shares; 2022Q3: 3,652 shares; 2022Q4: 3,626 shares; 2023Q1: 3,593 shares; 2023Q2: 3,575 shares; 2023Q3: 6,638 shares; 2023Q4: 6,421 shares 6,421 $1.92M 0.06% -217 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,364 shares; 2022Q2: 16,330 shares; 2022Q3: 17,916 shares; 2022Q4: 19,721 shares; 2023Q1: 18,129 shares; 2023Q2: 17,963 shares; 2023Q3: 20,261 shares; 2023Q4: 21,063 shares 21,063 $1.92M 0.06% +802 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 37,922 shares; 2022Q2: 44,121 shares; 2022Q3: 40,168 shares; 2022Q4: 38,468 shares; 2023Q1: 39,824 shares; 2023Q2: 43,558 shares; 2023Q3: 41,898 shares; 2023Q4: 48,677 shares 48,677 $1.9M 0.06% +6,779 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 706 shares; 2022Q2: 790 shares; 2022Q3: 797 shares; 2022Q4: 807 shares; 2023Q1: 797 shares; 2023Q2: 799 shares; 2023Q3: 799 shares; 2023Q4: 805 shares 805 $1.84M 0.06% +6 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,890 shares; 2022Q2: 3,772 shares; 2022Q3: 65,260 shares; 2022Q4: 29,984 shares; 2023Q1: 27,971 shares; 2023Q2: 13,345 shares; 2023Q3: 11,207 shares; 2023Q4: 28,776 shares 28,776 $1.82M 0.06% +17,569 Timeline HIFS HINGHAM INSTN SVGS MASS More: the full row for HINGHAM INSTN SVGS MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,828 shares; 2023Q3: 8,828 shares; 2023Q4: 9,364 shares 9,364 $1.82M 0.06% +536 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 28,587 shares; 2022Q2: 60,872 shares; 2022Q3: 30,502 shares; 2022Q4: 22,736 shares; 2023Q1: 21,608 shares; 2023Q2: 40,564 shares; 2023Q3: 37,860 shares; 2023Q4: 37,166 shares 37,166 $1.8M 0.06% -694 PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 58,642 shares; 2022Q2: 59,482 shares; 2022Q3: 57,263 shares; 2022Q4: 50,344 shares; 2023Q1: 48,232 shares; 2023Q2: 47,448 shares; 2023Q3: 49,040 shares; 2023Q4: 50,319 shares 50,319 $1.73M 0.06% +1,279 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,379 shares; 2022Q2: 24,167 shares; 2022Q3: 2,900 shares; 2022Q4: 3,216 shares; 2023Q1: 2,900 shares; 2023Q2: 12,636 shares; 2023Q3: 11,927 shares; 2023Q4: 12,991 shares 12,991 $1.73M 0.06% +1,064 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,470 shares; 2022Q2: 28,107 shares; 2022Q3: 30,756 shares; 2022Q4: 29,721 shares; 2023Q1: 29,456 shares; 2023Q2: 30,031 shares; 2023Q3: 30,431 shares; 2023Q4: 29,236 shares 29,236 $1.68M 0.05% -1,195 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,158 shares; 2022Q2: 26,084 shares; 2022Q3: 25,936 shares; 2022Q4: 25,939 shares; 2023Q1: 25,941 shares; 2023Q2: 25,671 shares; 2023Q3: 25,257 shares; 2023Q4: 25,343 shares 25,343 $1.66M 0.05% +86 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 29,343 shares; 2022Q2: 30,425 shares; 2022Q3: 31,127 shares; 2022Q4: 31,163 shares; 2023Q1: 30,332 shares; 2023Q2: 31,211 shares; 2023Q3: 32,766 shares; 2023Q4: 31,409 shares 31,409 $1.61M 0.05% -1,357 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,334 shares; 2022Q2: 6,642 shares; 2022Q3: 17,920 shares; 2022Q4: 16,665 shares; 2023Q1: 16,497 shares; 2023Q2: 16,653 shares; 2023Q3: 16,706 shares; 2023Q4: 16,103 shares 16,103 $1.56M 0.05% -603 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,122 shares; 2022Q2: 16,306 shares; 2022Q3: 16,104 shares; 2022Q4: 17,373 shares; 2023Q1: 15,239 shares; 2023Q2: 16,008 shares; 2023Q3: 16,005 shares; 2023Q4: 15,750 shares 15,750 $1.53M 0.05% -255 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,871 shares; 2022Q2: 2,123 shares; 2022Q3: 2,166 shares; 2022Q4: 2,229 shares; 2023Q1: 2,229 shares; 2023Q2: 1,203 shares; 2023Q3: 1,230 shares; 2023Q4: 2,374 shares 2,374 $1.48M 0.05% +1,144 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 50,530 shares; 2023Q1: 51,027 shares; 2023Q2: 50,452 shares; 2023Q3: 50,452 shares; 2023Q4: 53,926 shares 53,926 $1.46M 0.05% +3,474 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,127 shares; 2022Q2: 15,725 shares; 2022Q3: 15,725 shares; 2022Q4: 16,920 shares; 2023Q1: 16,920 shares; 2023Q2: 16,920 shares; 2023Q3: 16,920 shares; 2023Q4: 19,790 shares 19,790 $1.43M 0.05% +2,870 Timeline AOM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 26,250 shares; 2022Q2: 26,250 shares; 2022Q3: 26,250 shares; 2022Q4: 32,173 shares; 2023Q1: 32,173 shares; 2023Q2: 32,176 shares; 2023Q3: 32,179 shares; 2023Q4: 34,121 shares 34,121 $1.42M 0.05% +1,942 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 63,188 shares; 2023Q4: 65,266 shares 65,266 $1.41M 0.05% +2,078 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 43,289 shares; 2023Q3: 38,084 shares; 2023Q4: 34,977 shares 34,977 $1.4M 0.05% -3,107 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,655 shares; 2022Q2: 6,739 shares; 2022Q3: 7,041 shares; 2022Q4: 4,924 shares; 2023Q1: 4,668 shares; 2023Q2: 4,632 shares; 2023Q3: 5,731 shares; 2023Q4: 5,272 shares 5,272 $1.39M 0.05% -459 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,029 shares; 2022Q2: not reported; 2022Q3: 5,058 shares; 2022Q4: 5,109 shares; 2023Q1: 5,423 shares; 2023Q2: 5,424 shares; 2023Q3: 5,361 shares; 2023Q4: 6,351 shares 6,351 $1.35M 0.04% +990 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,259 shares; 2022Q2: 7,025 shares; 2022Q3: 7,059 shares; 2022Q4: 7,209 shares; 2023Q1: 7,211 shares; 2023Q2: 5,862 shares; 2023Q3: 10,762 shares; 2023Q4: 10,342 shares 10,342 $1.34M 0.04% -420 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,254 shares; 2022Q2: 14,604 shares; 2022Q3: 15,254 shares; 2022Q4: 19,770 shares; 2023Q1: 19,420 shares; 2023Q2: 19,340 shares; 2023Q3: 17,554 shares; 2023Q4: 17,544 shares 17,544 $1.34M 0.04% -10 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,475 shares; 2022Q2: 19,727 shares; 2022Q3: 19,630 shares; 2022Q4: 19,073 shares; 2023Q1: 19,102 shares; 2023Q2: 19,495 shares; 2023Q3: 19,847 shares; 2023Q4: 11,997 shares 11,997 $1.31M 0.04% -7,850 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 937 shares; 2022Q2: 1,123 shares; 2022Q3: 2,013 shares; 2022Q4: 3,076 shares; 2023Q1: 2,806 shares; 2023Q2: 2,891 shares; 2023Q3: 2,782 shares; 2023Q4: 2,698 shares 2,698 $1.31M 0.04% -84 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,125 shares; 2022Q2: 10,215 shares; 2022Q3: 9,667 shares; 2022Q4: 10,448 shares; 2023Q1: 9,573 shares; 2023Q2: 43,206 shares; 2023Q3: 42,221 shares; 2023Q4: 42,450 shares 42,450 $1.29M 0.04% +229 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 30,000 shares 30,000 $1.29M 0.04% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,477 shares; 2022Q2: 1,492 shares; 2022Q3: 1,498 shares; 2022Q4: 1,538 shares; 2023Q1: 1,496 shares; 2023Q2: 718 shares; 2023Q3: 709 shares; 2023Q4: 1,624 shares 1,624 $1.27M 0.04% +915 MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 217 shares; 2022Q2: 2,509 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,068 shares; 2023Q3: 853 shares; 2023Q4: 890 shares 890 $1.26M 0.04% +37 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,976 shares 11,976 $1.26M 0.04% new Timeline EVHY MORGAN STANLEY ETF TRUST More: the full row for MORGAN STANLEY ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 23,575 shares 23,575 $1.25M 0.04% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 35,813 shares; 2022Q2: 32,216 shares; 2022Q3: 33,820 shares; 2022Q4: 40,184 shares; 2023Q1: 45,671 shares; 2023Q2: 44,446 shares; 2023Q3: 38,626 shares; 2023Q4: 50,330 shares 50,330 $1.23M 0.04% +11,704 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17,893 shares; 2023Q4: 21,289 shares 21,289 $1.22M 0.04% +3,396 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,408 shares; 2022Q2: 39,215 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 19,490 shares; 2023Q3: 16,371 shares; 2023Q4: 16,371 shares 16,371 $1.22M 0.04% 0 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,707 shares; 2022Q2: 13,349 shares; 2022Q3: 9,017 shares; 2022Q4: 14,164 shares; 2023Q1: 13,134 shares; 2023Q2: 13,302 shares; 2023Q3: 14,871 shares; 2023Q4: 15,455 shares 15,455 $1.17M 0.04% +584 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 835 shares; 2022Q2: not reported; 2022Q3: 1,924 shares; 2022Q4: 2,005 shares; 2023Q1: 2,062 shares; 2023Q2: 756 shares; 2023Q3: 1,481 shares; 2023Q4: 3,049 shares 3,049 $1.16M 0.04% +1,568 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,198 shares; 2022Q2: 9,017 shares; 2022Q3: 7,055 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,852 shares; 2023Q3: 11,350 shares; 2023Q4: 16,562 shares 16,562 $1.15M 0.04% +5,212 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,578 shares; 2022Q2: 16,591 shares; 2022Q3: 18,100 shares; 2022Q4: 30,218 shares; 2023Q1: 29,008 shares; 2023Q2: 28,931 shares; 2023Q3: 28,930 shares; 2023Q4: 29,159 shares 29,159 $1.11M 0.04% +229 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,358 shares; 2023Q1: 9,064 shares; 2023Q2: 9,894 shares; 2023Q3: 11,119 shares; 2023Q4: 11,594 shares 11,594 $1.1M 0.04% +475 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 45,136 shares; 2022Q2: 46,471 shares; 2022Q3: not reported; 2022Q4: 22,717 shares; 2023Q1: 22,662 shares; 2023Q2: 22,677 shares; 2023Q3: 22,677 shares; 2023Q4: 29,436 shares 29,436 $1.09M 0.04% +6,759 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 234 shares; 2022Q2: 234 shares; 2022Q3: 234 shares; 2022Q4: 2,156 shares; 2023Q1: 1,891 shares; 2023Q2: 815 shares; 2023Q3: 815 shares; 2023Q4: 690 shares 690 $1.08M 0.04% -125 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,061 shares; 2022Q2: 9,587 shares; 2022Q3: 9,613 shares; 2022Q4: 9,248 shares; 2023Q1: 9,196 shares; 2023Q2: 9,361 shares; 2023Q3: 8,978 shares; 2023Q4: 8,490 shares 8,490 $1.08M 0.04% -488 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,643 shares; 2022Q2: 14,355 shares; 2022Q3: 14,216 shares; 2022Q4: 14,311 shares; 2023Q1: 13,968 shares; 2023Q2: 13,943 shares; 2023Q3: 13,961 shares; 2023Q4: 13,957 shares 13,957 $1.08M 0.04% -4 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,885 shares; 2022Q2: 15,680 shares; 2022Q3: 15,064 shares; 2022Q4: 15,078 shares; 2023Q1: 14,705 shares; 2023Q2: 14,713 shares; 2023Q3: 14,721 shares; 2023Q4: 14,730 shares 14,730 $1.08M 0.03% +9 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,273 shares; 2022Q2: 10,273 shares; 2022Q3: 10,514 shares; 2022Q4: 10,394 shares; 2023Q1: 12,941 shares; 2023Q2: 12,941 shares; 2023Q3: 12,941 shares; 2023Q4: 16,341 shares 16,341 $1.06M 0.03% +3,400 Timeline GDYN GRID DYNAMICS HLDGS INC More: the full row for GRID DYNAMICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 77,958 shares; 2023Q2: 77,958 shares; 2023Q3: 77,958 shares; 2023Q4: 77,958 shares 77,958 $1.04M 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,290 shares; 2022Q2: 3,149 shares; 2022Q3: 2,377 shares; 2022Q4: 2,315 shares; 2023Q1: 2,262 shares; 2023Q2: 2,249 shares; 2023Q3: 2,293 shares; 2023Q4: 2,311 shares 2,311 $1.02M 0.03% +18 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,974 shares; 2022Q2: 3,983 shares; 2022Q3: 3,983 shares; 2022Q4: 3,983 shares; 2023Q1: 3,920 shares; 2023Q2: 3,920 shares; 2023Q3: 3,920 shares; 2023Q4: 3,920 shares 3,920 $1.01M 0.03% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,721 shares; 2022Q2: 1,749 shares; 2022Q3: 1,747 shares; 2022Q4: 1,744 shares; 2023Q1: 1,740 shares; 2023Q2: 1,740 shares; 2023Q3: 1,724 shares; 2023Q4: 1,724 shares 1,724 $1M 0.03% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,872 shares; 2023Q1: 13,492 shares; 2023Q2: 15,692 shares; 2023Q3: 10,093 shares; 2023Q4: 10,126 shares 10,126 $1M 0.03% +33 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,814 shares; 2022Q2: 2,892 shares; 2022Q3: 2,857 shares; 2022Q4: 2,875 shares; 2023Q1: 2,580 shares; 2023Q2: 2,620 shares; 2023Q3: 2,452 shares; 2023Q4: 2,452 shares 2,452 $980K 0.03% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,154 shares; 2022Q2: 15,819 shares; 2022Q3: 15,970 shares; 2022Q4: 15,924 shares; 2023Q1: 14,780 shares; 2023Q2: 14,847 shares; 2023Q3: 14,851 shares; 2023Q4: 14,856 shares 14,856 $968K 0.03% +5 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,002 shares; 2022Q2: 12,376 shares; 2022Q3: 12,401 shares; 2022Q4: 12,413 shares; 2023Q1: 11,777 shares; 2023Q2: 11,648 shares; 2023Q3: 11,890 shares; 2023Q4: 11,903 shares 11,903 $964K 0.03% +13 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,698 shares; 2022Q2: 1,947 shares; 2022Q3: 1,913 shares; 2022Q4: 1,975 shares; 2023Q1: 1,816 shares; 2023Q2: 1,822 shares; 2023Q3: 4,172 shares; 2023Q4: 4,184 shares 4,184 $946K 0.03% +12 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,444 shares; 2022Q2: 7,087 shares; 2022Q3: 7,116 shares; 2022Q4: 6,886 shares; 2023Q1: 6,728 shares; 2023Q2: 6,755 shares; 2023Q3: 6,656 shares; 2023Q4: 5,007 shares 5,007 $938K 0.03% -1,649 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,556 shares; 2022Q2: 1,724 shares; 2022Q3: 1,910 shares; 2022Q4: 1,735 shares; 2023Q1: 1,633 shares; 2023Q2: 1,639 shares; 2023Q3: 1,671 shares; 2023Q4: 1,670 shares 1,670 $927K 0.03% -1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,916 shares; 2022Q2: 2,803 shares; 2022Q3: 4,828 shares; 2022Q4: 2,576 shares; 2023Q1: 7,450 shares; 2023Q2: 7,640 shares; 2023Q3: 6,186 shares; 2023Q4: 4,662 shares 4,662 $926K 0.03% -1,524 Timeline UHAL-B U HAUL HOLDING COMPANY More: the full row for U HAUL HOLDING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,138 shares; 2023Q3: 11,801 shares; 2023Q4: 13,128 shares 13,128 $925K 0.03% +1,327 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 76,659 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 43,466 shares; 2023Q3: 37,088 shares; 2023Q4: 34,665 shares 34,665 $925K 0.03% -2,423 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,803 shares; 2023Q1: 2,023 shares; 2023Q2: 1,905 shares; 2023Q3: 4,802 shares; 2023Q4: 8,845 shares 8,845 $915K 0.03% +4,043 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,287 shares; 2022Q2: 13,287 shares; 2022Q3: 13,287 shares; 2022Q4: 13,287 shares; 2023Q1: 13,287 shares; 2023Q2: 13,182 shares; 2023Q3: 13,182 shares; 2023Q4: 13,182 shares 13,182 $899K 0.03% 0 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,126 shares; 2022Q2: 4,449 shares; 2022Q3: 4,450 shares; 2022Q4: 11,840 shares; 2023Q1: 11,790 shares; 2023Q2: 9,743 shares; 2023Q3: 10,373 shares; 2023Q4: 8,045 shares 8,045 $898K 0.03% -2,328 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,158 shares; 2022Q2: 7,465 shares; 2022Q3: 7,267 shares; 2022Q4: 7,268 shares; 2023Q1: 7,179 shares; 2023Q2: 7,180 shares; 2023Q3: 7,180 shares; 2023Q4: 6,903 shares 6,903 $874K 0.03% -277 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,872 shares; 2022Q2: 1,671 shares; 2022Q3: 1,638 shares; 2022Q4: 1,666 shares; 2023Q1: 1,533 shares; 2023Q2: 1,541 shares; 2023Q3: 2,040 shares; 2023Q4: 3,858 shares 3,858 $870K 0.03% +1,818 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,981 shares; 2022Q2: 4,981 shares; 2022Q3: 5,631 shares; 2022Q4: 5,731 shares; 2023Q1: 5,731 shares; 2023Q2: 5,620 shares; 2023Q3: 5,620 shares; 2023Q4: 5,475 shares 5,475 $865K 0.03% -145 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,243 shares; 2022Q2: 7,361 shares; 2022Q3: 7,647 shares; 2022Q4: 7,983 shares; 2023Q1: 6,756 shares; 2023Q2: 3,678 shares; 2023Q3: 3,624 shares; 2023Q4: 7,363 shares 7,363 $855K 0.03% +3,739 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 651 shares; 2023Q4: 1,483 shares 1,483 $851K 0.03% +832 Timeline CAMBRIDGE BANCORP CAMBRIDGE BANCORP More: the full row for CAMBRIDGE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 12,258 shares 12,258 $851K 0.03% new MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 7,614 shares; 2022Q3: 7,614 shares; 2022Q4: 7,633 shares; 2023Q1: 7,641 shares; 2023Q2: 7,650 shares; 2023Q3: 7,659 shares; 2023Q4: 7,669 shares 7,669 $839K 0.03% +10 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,186 shares; 2022Q2: 7,186 shares; 2022Q3: 7,186 shares; 2022Q4: 7,186 shares; 2023Q1: 7,186 shares; 2023Q2: 7,186 shares; 2023Q3: 7,186 shares; 2023Q4: 7,186 shares 7,186 $837K 0.03% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,685 shares; 2022Q2: 10,908 shares; 2022Q3: 12,366 shares; 2022Q4: 12,493 shares; 2023Q1: 11,644 shares; 2023Q2: 11,848 shares; 2023Q3: 12,460 shares; 2023Q4: 11,514 shares 11,514 $834K 0.03% -946 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 25,036 shares; 2022Q2: 25,153 shares; 2022Q3: 25,546 shares; 2022Q4: 25,546 shares; 2023Q1: 25,546 shares; 2023Q2: 25,546 shares; 2023Q3: 25,546 shares; 2023Q4: 25,546 shares 25,546 $830K 0.03% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,580 shares; 2022Q2: 18,395 shares; 2022Q3: 19,048 shares; 2022Q4: 19,123 shares; 2023Q1: 18,331 shares; 2023Q2: 18,394 shares; 2023Q3: 19,130 shares; 2023Q4: 19,215 shares 19,215 $817K 0.03% +85 Timeline GLP GLOBAL PARTNERS LP More: the full row for GLOBAL PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,179 shares; 2022Q2: 13,179 shares; 2022Q3: 14,867 shares; 2022Q4: 14,867 shares; 2023Q1: 17,911 shares; 2023Q2: 17,976 shares; 2023Q3: 18,043 shares; 2023Q4: 19,284 shares 19,284 $816K 0.03% +1,241 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,423 shares; 2022Q2: 6,187 shares; 2022Q3: 6,869 shares; 2022Q4: 8,610 shares; 2023Q1: 8,997 shares; 2023Q2: 9,276 shares; 2023Q3: 8,842 shares; 2023Q4: 5,568 shares 5,568 $814K 0.03% -3,274 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,904 shares; 2022Q2: 89,362 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 33,697 shares; 2023Q3: 19,927 shares; 2023Q4: 21,519 shares 21,519 $809K 0.03% +1,592 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,649 shares; 2022Q2: 12,589 shares; 2022Q3: 15,724 shares; 2022Q4: 15,439 shares; 2023Q1: 15,339 shares; 2023Q2: 15,339 shares; 2023Q3: 15,939 shares; 2023Q4: 15,239 shares 15,239 $808K 0.03% -700 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,740 shares; 2022Q2: 4,730 shares; 2022Q3: 5,328 shares; 2022Q4: 11,844 shares; 2023Q1: 13,081 shares; 2023Q2: 11,855 shares; 2023Q3: 12,746 shares; 2023Q4: 10,554 shares 10,554 $803K 0.03% -2,192 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,821 shares; 2022Q2: 6,558 shares; 2022Q3: 7,777 shares; 2022Q4: 11,341 shares; 2023Q1: 11,932 shares; 2023Q2: 12,214 shares; 2023Q3: 11,712 shares; 2023Q4: 11,886 shares 11,886 $782K 0.03% +174 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,395 shares; 2022Q2: 1,363 shares; 2022Q3: 1,359 shares; 2022Q4: 1,372 shares; 2023Q1: 1,326 shares; 2023Q2: 1,337 shares; 2023Q3: 1,336 shares; 2023Q4: 1,336 shares 1,336 $776K 0.03% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,919 shares; 2022Q2: 9,169 shares; 2022Q3: 8,183 shares; 2022Q4: 10,517 shares; 2023Q1: 10,522 shares; 2023Q2: 13,082 shares; 2023Q3: 13,675 shares; 2023Q4: 13,675 shares 13,675 $736K 0.02% 0 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 23,998 shares; 2023Q3: 22,348 shares; 2023Q4: 26,757 shares 26,757 $730K 0.02% +4,409 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,050 shares; 2023Q4: 3,825 shares 3,825 $725K 0.02% -1,225 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,424 shares; 2022Q2: 4,424 shares; 2022Q3: 4,498 shares; 2022Q4: 4,446 shares; 2023Q1: 4,446 shares; 2023Q2: 4,446 shares; 2023Q3: 4,371 shares; 2023Q4: 4,371 shares 4,371 $718K 0.02% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,290 shares; 2022Q2: 1,313 shares; 2022Q3: 1,311 shares; 2022Q4: 1,327 shares; 2023Q1: 1,310 shares; 2023Q2: 1,310 shares; 2023Q3: 1,285 shares; 2023Q4: 1,515 shares 1,515 $709K 0.02% +230 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,081 shares; 2022Q2: 2,054 shares; 2022Q3: 2,490 shares; 2022Q4: 4,646 shares; 2023Q1: 4,809 shares; 2023Q2: 4,808 shares; 2023Q3: 4,971 shares; 2023Q4: 2,786 shares 2,786 $699K 0.02% -2,185 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,682 shares; 2023Q3: 8,744 shares; 2023Q4: 8,749 shares 8,749 $692K 0.02% +5 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,846 shares; 2022Q2: 3,915 shares; 2022Q3: 3,916 shares; 2022Q4: 3,917 shares; 2023Q1: 3,848 shares; 2023Q2: 3,848 shares; 2023Q3: 3,671 shares; 2023Q4: 3,671 shares 3,671 $657K 0.02% 0 Timeline HNST HONEST CO INC More: the full row for HONEST CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,462 shares; 2022Q2: 32,984 shares; 2022Q3: 37,162 shares; 2022Q4: 41,339 shares; 2023Q1: 45,517 shares; 2023Q2: 109,670 shares; 2023Q3: 185,605 shares; 2023Q4: 197,290 shares 197,290 $651K 0.02% +11,685 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,842 shares; 2022Q2: 1,791 shares; 2022Q3: 2,141 shares; 2022Q4: 2,515 shares; 2023Q1: 1,984 shares; 2023Q2: 2,135 shares; 2023Q3: 2,799 shares; 2023Q4: 2,698 shares 2,698 $650K 0.02% -101 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,240 shares; 2022Q2: 9,570 shares; 2022Q3: 9,435 shares; 2022Q4: 5,723 shares; 2023Q1: 5,720 shares; 2023Q2: 6,266 shares; 2023Q3: 5,944 shares; 2023Q4: 6,055 shares 6,055 $637K 0.02% +111 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,174 shares 4,174 $634K 0.02% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 869 shares; 2022Q2: 841 shares; 2022Q3: 877 shares; 2022Q4: 930 shares; 2023Q1: 932 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,050 shares 1,050 $633K 0.02% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,439 shares; 2022Q2: 3,491 shares; 2022Q3: 6,322 shares; 2022Q4: 20,258 shares; 2023Q1: 11,592 shares; 2023Q2: 10,926 shares; 2023Q3: 7,402 shares; 2023Q4: 7,519 shares 7,519 $630K 0.02% +117 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,068 shares; 2022Q2: 6,485 shares; 2022Q3: 7,502 shares; 2022Q4: 4,707 shares; 2023Q1: 7,191 shares; 2023Q2: 7,119 shares; 2023Q3: 10,907 shares; 2023Q4: 13,130 shares 13,130 $627K 0.02% +2,223 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,549 shares; 2022Q2: 16,564 shares; 2022Q3: 16,584 shares; 2022Q4: 10,675 shares; 2023Q1: 10,676 shares; 2023Q2: 13,552 shares; 2023Q3: 13,112 shares; 2023Q4: 12,112 shares 12,112 $621K 0.02% -1,000 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 47,517 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,167 shares; 2023Q3: 5,170 shares; 2023Q4: 11,092 shares 11,092 $614K 0.02% +5,922 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,034 shares; 2022Q2: 4,034 shares; 2022Q3: 4,064 shares; 2022Q4: 6,799 shares; 2023Q1: 6,710 shares; 2023Q2: 6,609 shares; 2023Q3: 6,579 shares; 2023Q4: 6,579 shares 6,579 $601K 0.02% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,278 shares; 2022Q2: 4,050 shares; 2022Q3: 4,343 shares; 2022Q4: 4,732 shares; 2023Q1: 4,817 shares; 2023Q2: 4,544 shares; 2023Q3: 6,514 shares; 2023Q4: 5,943 shares 5,943 $591K 0.02% -571 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,002 shares; 2022Q2: 4,160 shares; 2022Q3: 4,160 shares; 2022Q4: 4,193 shares; 2023Q1: 4,046 shares; 2023Q2: 4,367 shares; 2023Q3: 4,174 shares; 2023Q4: 4,174 shares 4,174 $578K 0.02% 0 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,744 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,380 shares 1,380 $567K 0.02% new Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,364 shares; 2022Q2: 8,402 shares; 2022Q3: 8,364 shares; 2022Q4: 8,364 shares; 2023Q1: 8,260 shares; 2023Q2: 8,260 shares; 2023Q3: 8,273 shares; 2023Q4: 8,273 shares 8,273 $566K 0.02% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,265 shares; 2023Q1: 6,265 shares; 2023Q2: 7,257 shares; 2023Q3: 6,131 shares; 2023Q4: 5,598 shares 5,598 $552K 0.02% -533 Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,930 shares; 2022Q2: 1,930 shares; 2022Q3: 2,155 shares; 2022Q4: 5,095 shares; 2023Q1: 5,095 shares; 2023Q2: 4,600 shares; 2023Q3: 4,518 shares; 2023Q4: 4,143 shares 4,143 $551K 0.02% -375 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,171 shares; 2022Q2: 3,080 shares; 2022Q3: 2,665 shares; 2022Q4: 2,350 shares; 2023Q1: 2,382 shares; 2023Q2: 2,280 shares; 2023Q3: 2,345 shares; 2023Q4: 2,366 shares 2,366 $550K 0.02% +21 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,944 shares; 2022Q2: 6,703 shares; 2022Q3: 9,621 shares; 2022Q4: 8,860 shares; 2023Q1: 9,228 shares; 2023Q2: 9,232 shares; 2023Q3: 9,824 shares; 2023Q4: 9,831 shares 9,831 $547K 0.02% +7 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,215 shares; 2022Q2: 16,523 shares; 2022Q3: 16,765 shares; 2022Q4: 16,811 shares; 2023Q1: 17,384 shares; 2023Q2: 20,734 shares; 2023Q3: 20,734 shares; 2023Q4: 20,734 shares 20,734 $546K 0.02% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,564 shares; 2022Q2: 13,049 shares; 2022Q3: 13,049 shares; 2022Q4: 13,049 shares; 2023Q1: 13,049 shares; 2023Q2: 13,049 shares; 2023Q3: 13,049 shares; 2023Q4: 13,149 shares 13,149 $533K 0.02% +100 Timeline VTHR VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,478 shares; 2022Q4: 2,478 shares; 2023Q1: 2,478 shares; 2023Q2: 2,478 shares; 2023Q3: 2,478 shares; 2023Q4: 2,478 shares 2,478 $527K 0.02% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,781 shares; 2022Q4: 9,781 shares; 2023Q1: 10,181 shares; 2023Q2: 10,181 shares; 2023Q3: 9,881 shares; 2023Q4: 9,581 shares 9,581 $520K 0.02% -300 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,103 shares; 2022Q2: 3,043 shares; 2022Q3: 3,043 shares; 2022Q4: 3,098 shares; 2023Q1: 3,043 shares; 2023Q2: 3,043 shares; 2023Q3: 3,043 shares; 2023Q4: 3,043 shares 3,043 $512K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,286 shares; 2022Q2: not reported; 2022Q3: 2,201 shares; 2022Q4: 3,464 shares; 2023Q1: 3,736 shares; 2023Q2: 3,586 shares; 2023Q3: 3,586 shares; 2023Q4: 3,361 shares 3,361 $510K 0.02% -225 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,845 shares; 2022Q2: 4,846 shares; 2022Q3: 5,401 shares; 2022Q4: 5,402 shares; 2023Q1: 5,403 shares; 2023Q2: 5,403 shares; 2023Q3: 5,258 shares; 2023Q4: 5,269 shares 5,269 $505K 0.02% +11 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,492 shares; 2022Q2: 2,527 shares; 2022Q3: 2,399 shares; 2022Q4: 2,113 shares; 2023Q1: 2,071 shares; 2023Q2: 2,072 shares; 2023Q3: 2,072 shares; 2023Q4: 2,069 shares 2,069 $504K 0.02% -3 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 3,927 shares; 2022Q3: 4,637 shares; 2022Q4: 4,520 shares; 2023Q1: 4,369 shares; 2023Q2: 4,467 shares; 2023Q3: 4,369 shares; 2023Q4: 4,370 shares 4,370 $503K 0.02% +1 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,219 shares; 2022Q2: 8,746 shares; 2022Q3: 9,257 shares; 2022Q4: 9,585 shares; 2023Q1: 9,727 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 11,006 shares 11,006 $503K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 613 shares 613 $494K 0.02% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,428 shares; 2022Q2: 1,267 shares; 2022Q3: 1,360 shares; 2022Q4: 1,426 shares; 2023Q1: 1,181 shares; 2023Q2: 1,213 shares; 2023Q3: 2,111 shares; 2023Q4: 2,112 shares 2,112 $489K 0.02% +1 Timeline AMG AFFILIATED MANAGERS GROUP More: the full row for AFFILIATED MANAGERS GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,936 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,590 shares; 2023Q1: 1,530 shares; 2023Q2: 3,221 shares; 2023Q3: 3,225 shares; 2023Q4: 3,225 shares 3,225 $488K 0.02% 0 Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,591 shares; 2022Q2: 6,687 shares; 2022Q3: 6,592 shares; 2022Q4: 6,391 shares; 2023Q1: 6,391 shares; 2023Q2: 6,341 shares; 2023Q3: 6,341 shares; 2023Q4: 6,341 shares 6,341 $483K 0.02% 0 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,935 shares; 2022Q2: 22,935 shares; 2022Q3: 22,935 shares; 2022Q4: 23,136 shares; 2023Q1: 23,136 shares; 2023Q2: 22,935 shares; 2023Q3: 22,935 shares; 2023Q4: 22,935 shares 22,935 $476K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,622 shares 4,622 $471K 0.02% new Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3,277 shares; 2023Q2: 4,529 shares; 2023Q3: 5,120 shares; 2023Q4: 6,253 shares 6,253 $460K 0.01% +1,133 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,077 shares; 2022Q2: 2,454 shares; 2022Q3: 3,099 shares; 2022Q4: 2,869 shares; 2023Q1: 2,865 shares; 2023Q2: 2,707 shares; 2023Q3: 2,716 shares; 2023Q4: 2,822 shares 2,822 $457K 0.01% +106 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,283 shares; 2022Q2: 5,301 shares; 2022Q3: 3,986 shares; 2022Q4: 3,963 shares; 2023Q1: 3,963 shares; 2023Q2: 3,963 shares; 2023Q3: 3,963 shares; 2023Q4: 3,723 shares 3,723 $457K 0.01% -240 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,865 shares; 2022Q2: 3,897 shares; 2022Q3: 3,897 shares; 2022Q4: 3,828 shares; 2023Q1: 1,792 shares; 2023Q2: 2,026 shares; 2023Q3: 1,792 shares; 2023Q4: 2,061 shares 2,061 $457K 0.01% +269 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,825 shares 3,825 $452K 0.01% new Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 2,653 shares; 2022Q3: 2,653 shares; 2022Q4: 2,653 shares; 2023Q1: 2,653 shares; 2023Q2: 2,653 shares; 2023Q3: 2,653 shares; 2023Q4: 2,653 shares 2,653 $449K 0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,315 shares; 2022Q2: 2,935 shares; 2022Q3: 2,934 shares; 2022Q4: 3,262 shares; 2023Q1: 1,058 shares; 2023Q2: 1,189 shares; 2023Q3: 1,882 shares; 2023Q4: 1,884 shares 1,884 $445K 0.01% +2 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,364 shares; 2022Q2: 1,400 shares; 2022Q3: 1,480 shares; 2022Q4: 1,537 shares; 2023Q1: 1,523 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,090 shares 1,090 $442K 0.01% new Timeline HARBORONE BANCORP INC NEW HARBORONE BANCORP INC NEW More: the full row for HARBORONE BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 36,815 shares; 2022Q2: 36,817 shares; 2022Q3: 36,820 shares; 2022Q4: 36,822 shares; 2023Q1: 36,824 shares; 2023Q2: 36,827 shares; 2023Q3: 36,831 shares; 2023Q4: 36,835 shares 36,835 $441K 0.01% +4 JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,138 shares; 2022Q2: 8,333 shares; 2022Q3: 8,840 shares; 2022Q4: 9,248 shares; 2023Q1: 9,228 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,876 shares 10,876 $440K 0.01% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,516 shares; 2022Q2: 5,773 shares; 2022Q3: 6,018 shares; 2022Q4: 6,387 shares; 2023Q1: 5,655 shares; 2023Q2: 3,233 shares; 2023Q3: 2,962 shares; 2023Q4: 2,570 shares 2,570 $438K 0.01% -392 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,602 shares; 2022Q2: 4,876 shares; 2022Q3: 4,872 shares; 2022Q4: 4,967 shares; 2023Q1: 4,413 shares; 2023Q2: 4,535 shares; 2023Q3: 5,201 shares; 2023Q4: 5,221 shares 5,221 $431K 0.01% +20 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,126 shares; 2022Q4: 12,330 shares; 2023Q1: 11,601 shares; 2023Q2: 11,601 shares; 2023Q3: 11,601 shares; 2023Q4: 11,601 shares 11,601 $430K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 743 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,557 shares; 2023Q4: 1,562 shares 1,562 $428K 0.01% +5 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 45,810 shares; 2022Q2: 43,235 shares; 2022Q3: 42,534 shares; 2022Q4: 53,624 shares; 2023Q1: 53,809 shares; 2023Q2: 53,809 shares; 2023Q3: 56,459 shares; 2023Q4: 50,080 shares 50,080 $425K 0.01% -6,379 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 847 shares; 2022Q2: 1,407 shares; 2022Q3: 1,478 shares; 2022Q4: 1,541 shares; 2023Q1: 1,464 shares; 2023Q2: 1,465 shares; 2023Q3: 1,467 shares; 2023Q4: 1,416 shares 1,416 $424K 0.01% -51 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 2,348 shares; 2022Q3: 2,486 shares; 2022Q4: 2,568 shares; 2023Q1: 2,691 shares; 2023Q2: not reported; 2023Q3: 3,183 shares; 2023Q4: 3,018 shares 3,018 $416K 0.01% -165 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 998 shares; 2022Q2: 1,082 shares; 2022Q3: 1,147 shares; 2022Q4: 1,149 shares; 2023Q1: 989 shares; 2023Q2: 1,027 shares; 2023Q3: 1,223 shares; 2023Q4: 1,223 shares 1,223 $413K 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 740 shares; 2023Q1: 638 shares; 2023Q2: 818 shares; 2023Q3: 757 shares; 2023Q4: 1,007 shares 1,007 $410K 0.01% +250 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,835 shares; 2023Q1: 10,225 shares; 2023Q2: 9,507 shares; 2023Q3: 9,920 shares; 2023Q4: 10,154 shares 10,154 $408K 0.01% +234 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,871 shares; 2022Q2: not reported; 2022Q3: 8,459 shares; 2022Q4: 7,875 shares; 2023Q1: 7,861 shares; 2023Q2: 7,861 shares; 2023Q3: 8,324 shares; 2023Q4: 7,775 shares 7,775 $406K 0.01% -549 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,725 shares; 2022Q2: 5,738 shares; 2022Q3: 5,405 shares; 2022Q4: 4,938 shares; 2023Q1: 4,773 shares; 2023Q2: 5,011 shares; 2023Q3: 4,301 shares; 2023Q4: 4,302 shares 4,302 $405K 0.01% +1 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,573 shares; 2023Q1: 4,920 shares; 2023Q2: 6,322 shares; 2023Q3: 6,325 shares; 2023Q4: 5,489 shares 5,489 $395K 0.01% -836 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,907 shares; 2022Q4: 1,981 shares; 2023Q1: 2,054 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,426 shares 2,426 $380K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,274 shares; 2022Q2: 2,559 shares; 2022Q3: 2,259 shares; 2022Q4: 2,369 shares; 2023Q1: 2,267 shares; 2023Q2: 2,270 shares; 2023Q3: 2,414 shares; 2023Q4: 2,536 shares 2,536 $379K 0.01% +122 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,804 shares; 2022Q2: 8,194 shares; 2022Q3: 8,275 shares; 2022Q4: 8,264 shares; 2023Q1: 7,413 shares; 2023Q2: 6,836 shares; 2023Q3: 7,694 shares; 2023Q4: 6,529 shares 6,529 $375K 0.01% -1,165 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,987 shares; 2022Q2: 1,987 shares; 2022Q3: 1,987 shares; 2022Q4: 2,076 shares; 2023Q1: 1,902 shares; 2023Q2: 1,729 shares; 2023Q3: 1,733 shares; 2023Q4: 1,733 shares 1,733 $374K 0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,301 shares; 2022Q4: 36,903 shares; 2023Q1: 24,602 shares; 2023Q2: not reported; 2023Q3: 61,506 shares; 2023Q4: 44,639 shares 44,639 $372K 0.01% -16,867 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,105 shares; 2023Q3: not reported; 2023Q4: 5,270 shares 5,270 $364K 0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,768 shares 1,768 $357K 0.01% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,310 shares; 2022Q2: 19,062 shares; 2022Q3: 18,979 shares; 2022Q4: 4,859 shares; 2023Q1: 4,854 shares; 2023Q2: 4,863 shares; 2023Q3: 4,993 shares; 2023Q4: 3,550 shares 3,550 $352K 0.01% -1,443 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 935 shares; 2022Q2: 935 shares; 2022Q3: not reported; 2022Q4: 878 shares; 2023Q1: 794 shares; 2023Q2: 1,049 shares; 2023Q3: 1,613 shares; 2023Q4: 1,878 shares 1,878 $350K 0.01% +265 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 24,530 shares; 2022Q2: 24,655 shares; 2022Q3: 24,655 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,294 shares; 2023Q4: 20,319 shares 20,319 $349K 0.01% +25 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,679 shares; 2022Q2: 5,646 shares; 2022Q3: 5,375 shares; 2022Q4: 5,840 shares; 2023Q1: 5,375 shares; 2023Q2: 5,374 shares; 2023Q3: 5,374 shares; 2023Q4: 5,374 shares 5,374 $348K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,174 shares; 2022Q2: 2,742 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,207 shares; 2023Q3: 3,209 shares; 2023Q4: 3,322 shares 3,322 $345K 0.01% +113 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,958 shares; 2022Q2: 8,598 shares; 2022Q3: 8,944 shares; 2022Q4: 10,136 shares; 2023Q1: 17,804 shares; 2023Q2: 10,153 shares; 2023Q3: 10,241 shares; 2023Q4: 10,330 shares 10,330 $337K 0.01% +89 AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,054 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,745 shares; 2023Q3: 2,397 shares; 2023Q4: 2,279 shares 2,279 $336K 0.01% -118 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,950 shares; 2023Q1: 2,028 shares; 2023Q2: 2,029 shares; 2023Q3: 2,282 shares; 2023Q4: 2,263 shares 2,263 $336K 0.01% -19 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,422 shares; 2022Q2: 9,947 shares; 2022Q3: 10,047 shares; 2022Q4: 9,857 shares; 2023Q1: 7,357 shares; 2023Q2: 7,357 shares; 2023Q3: 7,357 shares; 2023Q4: 7,357 shares 7,357 $336K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,160 shares; 2022Q2: 3,163 shares; 2022Q3: 3,994 shares; 2022Q4: 5,055 shares; 2023Q1: 4,700 shares; 2023Q2: 4,701 shares; 2023Q3: 3,704 shares; 2023Q4: 3,548 shares 3,548 $335K 0.01% -156 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,755 shares; 2022Q2: 8,653 shares; 2022Q3: 1,152 shares; 2022Q4: 1,239 shares; 2023Q1: 1,236 shares; 2023Q2: 4,670 shares; 2023Q3: 1,230 shares; 2023Q4: 1,352 shares 1,352 $327K 0.01% +122 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,573 shares; 2022Q2: 1,573 shares; 2022Q3: 1,570 shares; 2022Q4: 1,571 shares; 2023Q1: 1,278 shares; 2023Q2: 1,700 shares; 2023Q3: 1,706 shares; 2023Q4: 1,705 shares 1,705 $325K 0.01% -1 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 189,799 shares; 2022Q2: 181,676 shares; 2022Q3: 6,148 shares; 2022Q4: 6,740 shares; 2023Q1: 6,902 shares; 2023Q2: 2,924 shares; 2023Q3: 2,687 shares; 2023Q4: 2,680 shares 2,680 $319K 0.01% -7 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,942 shares; 2022Q2: 15,696 shares; 2022Q3: 14,732 shares; 2022Q4: 13,835 shares; 2023Q1: 13,865 shares; 2023Q2: 13,293 shares; 2023Q3: 12,180 shares; 2023Q4: 8,816 shares 8,816 $319K 0.01% -3,364 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,888 shares; 2023Q4: 2,888 shares 2,888 $313K 0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,540 shares; 2022Q2: 2,155 shares; 2022Q3: 2,119 shares; 2022Q4: 2,062 shares; 2023Q1: 2,345 shares; 2023Q2: 2,348 shares; 2023Q3: 2,350 shares; 2023Q4: 2,353 shares 2,353 $307K 0.01% +3 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,152 shares; 2022Q2: 1,110 shares; 2022Q3: not reported; 2022Q4: 1,039 shares; 2023Q1: 984 shares; 2023Q2: 984 shares; 2023Q3: 984 shares; 2023Q4: 984 shares 984 $306K 0.01% 0 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,977 shares; 2022Q2: 1,855 shares; 2022Q3: 1,848 shares; 2022Q4: 2,024 shares; 2023Q1: 1,848 shares; 2023Q2: 1,848 shares; 2023Q3: 1,848 shares; 2023Q4: 1,848 shares 1,848 $305K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,242 shares; 2022Q2: 2,880 shares; 2022Q3: 3,098 shares; 2022Q4: 3,155 shares; 2023Q1: 3,256 shares; 2023Q2: 1,568 shares; 2023Q3: 1,916 shares; 2023Q4: 2,113 shares 2,113 $301K 0.01% +197 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,008 shares; 2023Q4: 3,522 shares 3,522 $296K 0.01% -486 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,196 shares; 2022Q2: 10,962 shares; 2022Q3: 9,688 shares; 2022Q4: 10,207 shares; 2023Q1: 9,708 shares; 2023Q2: 9,687 shares; 2023Q3: 9,630 shares; 2023Q4: 9,641 shares 9,641 $290K 0.01% +11 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,420 shares; 2023Q1: 1,422 shares; 2023Q2: 1,422 shares; 2023Q3: 1,487 shares; 2023Q4: 1,586 shares 1,586 $285K 0.01% +99 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,759 shares 7,759 $283K 0.01% new Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,104 shares; 2022Q2: 1,339 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,078 shares; 2023Q2: 1,078 shares; 2023Q3: 1,079 shares; 2023Q4: 1,081 shares 1,081 $280K 0.01% +2 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,602 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,608 shares 1,608 $280K 0.01% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,052 shares; 2022Q2: 7,364 shares; 2022Q3: 9,259 shares; 2022Q4: 9,529 shares; 2023Q1: 9,362 shares; 2023Q2: 9,447 shares; 2023Q3: 6,897 shares; 2023Q4: 6,901 shares 6,901 $278K 0.01% +4 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,229 shares; 2023Q4: 4,443 shares 4,443 $272K 0.01% -786 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,919 shares; 2022Q2: 10,676 shares; 2022Q3: 11,764 shares; 2022Q4: not reported; 2023Q1: 9,181 shares; 2023Q2: 8,924 shares; 2023Q3: 11,016 shares; 2023Q4: 11,427 shares 11,427 $266K 0.01% +411 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 846 shares; 2023Q4: 853 shares 853 $265K 0.01% +7 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,820 shares; 2022Q2: 3,504 shares; 2022Q3: 2,936 shares; 2022Q4: 2,693 shares; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,605 shares; 2023Q4: 2,404 shares 2,404 $263K 0.01% -201 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,318 shares; 2022Q2: 3,332 shares; 2022Q3: 3,372 shares; 2022Q4: 2,964 shares; 2023Q1: 2,907 shares; 2023Q2: 2,906 shares; 2023Q3: 3,356 shares; 2023Q4: 2,856 shares 2,856 $256K 0.01% -500 Timeline AEG AEGON LTD More: the full row for AEGON LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 43,933 shares 43,933 $253K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,829 shares; 2022Q2: 19,603 shares; 2022Q3: 20,779 shares; 2022Q4: 20,410 shares; 2023Q1: 20,268 shares; 2023Q2: 18,797 shares; 2023Q3: 24,652 shares; 2023Q4: 20,706 shares 20,706 $252K 0.01% -3,946 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,907 shares; 2022Q2: 5,417 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10,299 shares; 2023Q3: 10,120 shares; 2023Q4: 9,646 shares 9,646 $252K 0.01% -474 NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 396 shares; 2023Q3: 397 shares; 2023Q4: 355 shares 355 $251K 0.01% -42 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,650 shares; 2023Q3: 6,125 shares; 2023Q4: 5,790 shares 5,790 $251K 0.01% -335 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,740 shares; 2022Q2: not reported; 2022Q3: 10,933 shares; 2022Q4: 14,163 shares; 2023Q1: 13,914 shares; 2023Q2: 12,534 shares; 2023Q3: 10,725 shares; 2023Q4: 8,974 shares 8,974 $250K 0.01% -1,751 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,944 shares; 2022Q2: 2,073 shares; 2022Q3: not reported; 2022Q4: 2,120 shares; 2023Q1: not reported; 2023Q2: 1,996 shares; 2023Q3: 1,840 shares; 2023Q4: 1,840 shares 1,840 $248K 0.01% 0 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,310 shares; 2022Q2: 12,310 shares; 2022Q3: 12,310 shares; 2022Q4: 12,310 shares; 2023Q1: 12,310 shares; 2023Q2: 12,310 shares; 2023Q3: 12,310 shares; 2023Q4: 12,310 shares 12,310 $248K 0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 24,966 shares; 2022Q2: 24,966 shares; 2022Q3: 24,966 shares; 2022Q4: 24,464 shares; 2023Q1: 24,464 shares; 2023Q2: 19,361 shares; 2023Q3: 23,019 shares; 2023Q4: 22,719 shares 22,719 $247K 0.01% -300 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 44,452 shares; 2022Q3: 43,820 shares; 2022Q4: 29,393 shares; 2023Q1: 24,416 shares; 2023Q2: 23,584 shares; 2023Q3: 23,325 shares; 2023Q4: 21,245 shares 21,245 $242K 0.01% -2,080 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,300 shares; 2023Q2: 4,300 shares; 2023Q3: 4,300 shares; 2023Q4: 4,300 shares 4,300 $240K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,395 shares; 2022Q2: 1,453 shares; 2022Q3: 1,377 shares; 2022Q4: 1,458 shares; 2023Q1: 1,347 shares; 2023Q2: 1,135 shares; 2023Q3: 1,125 shares; 2023Q4: 1,128 shares 1,128 $237K 0.01% +3 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,059 shares; 2023Q4: 5,090 shares 5,090 $237K 0.01% +31 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,345 shares; 2022Q2: 11,993 shares; 2022Q3: 12,071 shares; 2022Q4: 12,100 shares; 2023Q1: 11,832 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,802 shares 3,802 $234K 0.01% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,980 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,980 shares; 2023Q3: 2,980 shares; 2023Q4: 2,980 shares 2,980 $232K 0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,093 shares; 2022Q2: 4,097 shares; 2022Q3: 4,254 shares; 2022Q4: 3,895 shares; 2023Q1: 3,886 shares; 2023Q2: 3,911 shares; 2023Q3: 4,207 shares; 2023Q4: 3,710 shares 3,710 $230K 0.01% -497 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,018 shares; 2023Q4: 2,975 shares 2,975 $229K 0.01% -43 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,970 shares; 2022Q2: 1,978 shares; 2022Q3: 1,808 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,225 shares 1,225 $229K 0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,924 shares; 2022Q2: 1,924 shares; 2022Q3: 1,924 shares; 2022Q4: not reported; 2023Q1: 1,924 shares; 2023Q2: not reported; 2023Q3: 1,806 shares; 2023Q4: 1,794 shares 1,794 $228K 0.01% -12 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,973 shares; 2022Q2: 11,143 shares; 2022Q3: 9,998 shares; 2022Q4: 6,703 shares; 2023Q1: 6,909 shares; 2023Q2: 5,513 shares; 2023Q3: 5,486 shares; 2023Q4: 3,696 shares 3,696 $227K 0.01% -1,790 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,051 shares; 2022Q2: 3,607 shares; 2022Q3: 3,589 shares; 2022Q4: 3,421 shares; 2023Q1: 3,406 shares; 2023Q2: 3,155 shares; 2023Q3: 3,444 shares; 2023Q4: 3,299 shares 3,299 $226K 0.01% -145 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3,392 shares; 2023Q2: 3,048 shares; 2023Q3: 3,405 shares; 2023Q4: 2,886 shares 2,886 $223K 0.01% -519 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,858 shares 2,858 $219K 0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,288 shares; 2022Q2: 1,290 shares; 2022Q3: not reported; 2022Q4: 2,406 shares; 2023Q1: 2,410 shares; 2023Q2: 2,244 shares; 2023Q3: 2,402 shares; 2023Q4: 1,870 shares 1,870 $215K 0.01% -532 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,295 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,295 shares; 2023Q1: 1,295 shares; 2023Q2: 1,295 shares; 2023Q3: 1,295 shares; 2023Q4: 1,295 shares 1,295 $214K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,688 shares; 2022Q2: 4,045 shares; 2022Q3: 4,309 shares; 2022Q4: 4,491 shares; 2023Q1: 3,908 shares; 2023Q2: 1,925 shares; 2023Q3: not reported; 2023Q4: 1,516 shares 1,516 $212K 0.01% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,995 shares; 2022Q2: 5,995 shares; 2022Q3: 5,995 shares; 2022Q4: 4,995 shares; 2023Q1: 4,902 shares; 2023Q2: 4,901 shares; 2023Q3: 4,901 shares; 2023Q4: 4,901 shares 4,901 $212K 0.01% 0 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,970 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,789 shares; 2023Q3: not reported; 2023Q4: 3,610 shares 3,610 $211K 0.01% new Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,428 shares 3,428 $209K 0.01% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,826 shares; 2022Q2: 12,781 shares; 2022Q3: 13,942 shares; 2022Q4: 14,003 shares; 2023Q1: 15,334 shares; 2023Q2: 14,150 shares; 2023Q3: 15,234 shares; 2023Q4: 15,103 shares 15,103 $208K 0.01% -131 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,256 shares; 2022Q2: not reported; 2022Q3: 5,060 shares; 2022Q4: 5,319 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,169 shares; 2023Q4: 4,177 shares 4,177 $206K 0.01% -992 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 504 shares 504 $204K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,623 shares; 2022Q2: 2,623 shares; 2022Q3: not reported; 2022Q4: 2,565 shares; 2023Q1: 2,565 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,480 shares 2,480 $204K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,862 shares 5,862 $203K 0.01% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 778 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 778 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 655 shares; 2023Q4: 655 shares 655 $203K 0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 267 shares 267 $202K 0.01% new Timeline ARQT ARCUTIS BIOTHERAPEUTICS INC More: the full row for ARCUTIS BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,100 shares; 2022Q2: 13,100 shares; 2022Q3: 13,100 shares; 2022Q4: 13,100 shares; 2023Q1: 14,700 shares; 2023Q2: 14,700 shares; 2023Q3: 39,400 shares; 2023Q4: 53,100 shares 53,100 $172K 0.01% +13,700 Timeline XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,570 shares; 2022Q4: 12,570 shares; 2023Q1: 12,570 shares; 2023Q2: 12,570 shares; 2023Q3: 12,570 shares; 2023Q4: 12,869 shares 12,869 $163K 0.01% +299 Timeline UPWK UPWORK INC More: the full row for UPWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,812 shares; 2022Q2: 10,724 shares; 2022Q3: 10,724 shares; 2022Q4: 10,724 shares; 2023Q1: 10,724 shares; 2023Q2: 10,724 shares; 2023Q3: 10,724 shares; 2023Q4: 10,724 shares 10,724 $159K 0.01% 0 Timeline FORGE GLOBAL HOLDINGS INC FORGE GLOBAL HOLDINGS INC More: the full row for FORGE GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 39,600 shares; 2022Q4: 39,600 shares; 2023Q1: 39,600 shares; 2023Q2: 39,600 shares; 2023Q3: 39,600 shares; 2023Q4: 39,600 shares 39,600 $136K <0.01% 0 JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 10,300 shares; 2022Q3: 19,980 shares; 2022Q4: 19,980 shares; 2023Q1: 19,880 shares; 2023Q2: 19,880 shares; 2023Q3: 19,880 shares; 2023Q4: 19,880 shares 19,880 $132K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 623,820 shares; 2022Q2: 647,647 shares; 2022Q3: 436,282 shares; 2022Q4: 619,392 shares; 2023Q1: 699,340 shares; 2023Q2: 709,012 shares; 2023Q3: 13,754 shares; 2023Q4: 12,752 shares 12,752 $111K <0.01% -1,002 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10,079 shares 10,079 $97K <0.01% new Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 18,840 shares; 2022Q2: 18,840 shares; 2022Q3: 17,048 shares; 2022Q4: 17,048 shares; 2023Q1: 17,048 shares; 2023Q2: 17,048 shares; 2023Q3: 16,548 shares; 2023Q4: 16,548 shares 16,548 $91K <0.01% 0 REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 72,615 shares 72,615 $73K <0.01% new Timeline KARYOPHARM THERAPEUTICS INC KARYOPHARM THERAPEUTICS INC More: the full row for KARYOPHARM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 45,140 shares; 2023Q4: 45,140 shares 45,140 $39K <0.01% 0 OMEGA THERAPEUTICS INC OMEGA THERAPEUTICS INC More: the full row for OMEGA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 10,000 shares; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares 10,000 $30K <0.01% 0 VINCERX PHARMA INC VINCERX PHARMA INC More: the full row for VINCERX PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,900 shares; 2023Q2: 10,900 shares; 2023Q3: 10,900 shares; 2023Q4: 10,900 shares 10,900 $13K <0.01% 0