NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,230 shares; 2024Q2: not loaded; 2024Q3: 512,403 shares 512,403 $68.1M 14.86% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 80,120 shares; 2024Q2: not loaded; 2024Q3: 103,719 shares 103,719 $23.4M 5.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 33,530 shares; 2024Q2: not loaded; 2024Q3: 35,492 shares 35,492 $20.3M 4.44% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 38,864 shares; 2024Q2: not loaded; 2024Q3: 43,875 shares 43,875 $18.2M 3.97% Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 77,589 shares; 2024Q2: not loaded; 2024Q3: 82,667 shares 82,667 $16.2M 3.53% Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 605,559 shares; 2024Q2: not loaded; 2024Q3: 620,335 shares 620,335 $14.5M 3.16% Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 70,392 shares; 2024Q2: not loaded; 2024Q3: 70,275 shares 70,275 $12.6M 2.75% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,722 shares; 2024Q2: not loaded; 2024Q3: 64,570 shares 64,570 $11M 2.4% Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 115,763 shares; 2024Q2: not loaded; 2024Q3: 112,082 shares 112,082 $10.8M 2.35% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 23,828 shares; 2024Q2: not loaded; 2024Q3: 21,701 shares 21,701 $8.17M 1.78% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 37,497 shares; 2024Q2: not loaded; 2024Q3: 46,270 shares 46,270 $8.03M 1.75% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 60,899 shares; 2024Q2: not loaded; 2024Q3: 69,766 shares 69,766 $7.99M 1.74% Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 74,966 shares; 2024Q2: not loaded; 2024Q3: 83,020 shares 83,020 $7.88M 1.72% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 17,901 shares; 2024Q2: not loaded; 2024Q3: 19,555 shares 19,555 $7.53M 1.64% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 29,978 shares; 2024Q2: not loaded; 2024Q3: 41,436 shares 41,436 $6.87M 1.5% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 28,464 shares; 2024Q2: not loaded; 2024Q3: 33,552 shares 33,552 $6.6M 1.44% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 26,982 shares; 2024Q2: not loaded; 2024Q3: 33,142 shares 33,142 $6.06M 1.32% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,440 shares; 2024Q2: not loaded; 2024Q3: 10,025 shares 10,025 $5.94M 1.3% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 17,581 shares; 2024Q2: not loaded; 2024Q3: 17,523 shares 17,523 $5.57M 1.21% Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 43,773 shares; 2024Q2: not loaded; 2024Q3: 57,940 shares 57,940 $5.5M 1.2% Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 27,455 shares; 2024Q2: not loaded; 2024Q3: 35,613 shares 35,613 $5.11M 1.12% Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,668 shares; 2024Q2: not loaded; 2024Q3: 34,366 shares 34,366 $4.72M 1.03% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,046 shares; 2024Q2: not loaded; 2024Q3: 8,961 shares 8,961 $4.38M 0.96% Timeline 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,792 shares; 2024Q2: not loaded; 2024Q3: 22,063 shares 22,063 $3.81M 0.83% Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,950 shares; 2024Q2: not loaded; 2024Q3: 19,828 shares 19,828 $3.74M 0.82% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,570 shares; 2024Q2: not loaded; 2024Q3: 17,470 shares 17,470 $3.68M 0.8% Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,601 shares; 2024Q2: not loaded; 2024Q3: 21,427 shares 21,427 $3.64M 0.79% Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 35,061 shares; 2024Q2: not loaded; 2024Q3: 35,023 shares 35,023 $3.54M 0.77% Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 23,200 shares; 2024Q2: not loaded; 2024Q3: 30,259 shares 30,259 $3.47M 0.76% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,608 shares; 2024Q2: not loaded; 2024Q3: 4,649 shares 4,649 $3.36M 0.73% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,468 shares; 2024Q2: not loaded; 2024Q3: 11,873 shares 11,873 $3.26M 0.71% Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 51,400 shares; 2024Q2: not loaded; 2024Q3: 62,500 shares 62,500 $3.23M 0.71% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,194 shares; 2024Q2: not loaded; 2024Q3: 16,116 shares 16,116 $3.11M 0.68% Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,556 shares; 2024Q2: not loaded; 2024Q3: 12,573 shares 12,573 $3.07M 0.67% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,146 shares; 2024Q2: not loaded; 2024Q3: 13,068 shares 13,068 $3.07M 0.67% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,966 shares; 2024Q2: not loaded; 2024Q3: 18,584 shares 18,584 $3.05M 0.67% Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 56,480 shares; 2024Q2: not loaded; 2024Q3: 58,648 shares 58,648 $2.96M 0.65% Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,000 shares; 2024Q2: not loaded; 2024Q3: 20,008 shares 20,008 $2.91M 0.63% Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 50,741 shares; 2024Q2: not loaded; 2024Q3: 54,385 shares 54,385 $2.64M 0.58% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 15,581 shares; 2024Q2: not loaded; 2024Q3: 62,616 shares 62,616 $2.5M 0.55% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 19,341 shares 19,341 $2.14M 0.47% Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 41,767 shares 41,767 $2.07M 0.45% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,408 shares; 2024Q2: not loaded; 2024Q3: 8,926 shares 8,926 $2.03M 0.44% Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 38,867 shares 38,867 $1.97M 0.43% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 15,930 shares 15,930 $1.94M 0.42% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,698 shares; 2024Q2: not loaded; 2024Q3: 2,150 shares 2,150 $1.91M 0.42% Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,700 shares; 2024Q2: not loaded; 2024Q3: 15,322 shares 15,322 $1.9M 0.41% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 13,840 shares 13,840 $1.86M 0.41% Timeline LONZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 35,887 shares 35,887 $1.83M 0.4% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 24,057 shares; 2024Q2: not loaded; 2024Q3: 22,204 shares 22,204 $1.82M 0.4% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 10,598 shares 10,598 $1.78M 0.39% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,312 shares; 2024Q2: not loaded; 2024Q3: 8,464 shares 8,464 $1.75M 0.38% Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,918 shares; 2024Q2: not loaded; 2024Q3: 26,959 shares 26,959 $1.75M 0.38% Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,565 shares; 2024Q2: not loaded; 2024Q3: 15,233 shares 15,233 $1.73M 0.38% Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,448 shares; 2024Q2: not loaded; 2024Q3: 5,815 shares 5,815 $1.7M 0.37% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 31,562 shares; 2024Q2: not loaded; 2024Q3: 41,268 shares 41,268 $1.69M 0.37% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,049 shares; 2024Q2: not loaded; 2024Q3: 7,736 shares 7,736 $1.66M 0.36% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,018 shares; 2024Q2: not loaded; 2024Q3: 3,241 shares 3,241 $1.61M 0.35% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,861 shares; 2024Q2: not loaded; 2024Q3: 11,930 shares 11,930 $1.58M 0.35% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,783 shares; 2024Q2: not loaded; 2024Q3: 12,946 shares 12,946 $1.58M 0.34% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,743 shares; 2024Q2: not loaded; 2024Q3: 19,454 shares 19,454 $1.55M 0.34% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 12,994 shares 12,994 $1.52M 0.33% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,348 shares; 2024Q2: not loaded; 2024Q3: 3,309 shares 3,309 $1.5M 0.33% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 34,014 shares; 2024Q2: not loaded; 2024Q3: 32,659 shares 32,659 $1.48M 0.32% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,495 shares; 2024Q2: not loaded; 2024Q3: 1,592 shares 1,592 $1.45M 0.32% Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 295 shares; 2024Q2: not loaded; 2024Q3: 8,019 shares 8,019 $1.45M 0.32% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,379 shares; 2024Q2: not loaded; 2024Q3: 15,764 shares 15,764 $1.44M 0.31% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,077 shares; 2024Q2: not loaded; 2024Q3: 2,466 shares 2,466 $1.42M 0.31% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,320 shares; 2024Q2: not loaded; 2024Q3: 2,593 shares 2,593 $1.37M 0.3% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,420 shares; 2024Q2: not loaded; 2024Q3: 14,564 shares 14,564 $1.35M 0.29% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 12,020 shares; 2024Q2: not loaded; 2024Q3: 12,076 shares 12,076 $1.32M 0.29% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,214 shares; 2024Q2: not loaded; 2024Q3: 20,443 shares 20,443 $1.27M 0.28% Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,575 shares; 2024Q2: not loaded; 2024Q3: 1,599 shares 1,599 $1.25M 0.27% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,361 shares; 2024Q2: not loaded; 2024Q3: 4,780 shares 4,780 $1.25M 0.27% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,615 shares; 2024Q2: not loaded; 2024Q3: 7,145 shares 7,145 $1.14M 0.25% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,514 shares; 2024Q2: not loaded; 2024Q3: 3,897 shares 3,897 $1.14M 0.25% Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,604 shares; 2024Q2: not loaded; 2024Q3: 11,825 shares 11,825 $1.1M 0.24% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,650 shares; 2024Q2: not loaded; 2024Q3: 1,802 shares 1,802 $1.1M 0.24% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 22,156 shares; 2024Q2: not loaded; 2024Q3: 11,005 shares 11,005 $1.06M 0.23% Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,105 shares; 2024Q2: not loaded; 2024Q3: 6,363 shares 6,363 $1.06M 0.23% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 12,420 shares; 2024Q2: not loaded; 2024Q3: 19,751 shares 19,751 $1.04M 0.23% Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 96,677 shares; 2024Q2: not loaded; 2024Q3: 96,693 shares 96,693 $1.02M 0.22% ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,768 shares; 2024Q2: not loaded; 2024Q3: 7,021 shares 7,021 $1.01M 0.22% Timeline TNA DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 22,595 shares; 2024Q2: not loaded; 2024Q3: 23,602 shares 23,602 $995K 0.22% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,655 shares; 2024Q2: not loaded; 2024Q3: 2,375 shares 2,375 $984K 0.21% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,833 shares; 2024Q2: not loaded; 2024Q3: 3,123 shares 3,123 $943K 0.21% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,163 shares; 2024Q2: not loaded; 2024Q3: 7,197 shares 7,197 $943K 0.21% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,042 shares; 2024Q2: not loaded; 2024Q3: 8,573 shares 8,573 $930K 0.2% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,407 shares 3,407 $917K 0.2% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,777 shares; 2024Q2: not loaded; 2024Q3: 9,080 shares 9,080 $906K 0.2% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,785 shares; 2024Q2: not loaded; 2024Q3: 7,853 shares 7,853 $900K 0.2% Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,497 shares; 2024Q2: not loaded; 2024Q3: 10,646 shares 10,646 $884K 0.19% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 27,533 shares; 2024Q2: not loaded; 2024Q3: 30,031 shares 30,031 $876K 0.19% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,449 shares 11,449 $872K 0.19% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,227 shares; 2024Q2: not loaded; 2024Q3: 5,182 shares 5,182 $871K 0.19% Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,502 shares; 2024Q2: not loaded; 2024Q3: 10,607 shares 10,607 $866K 0.19% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,668 shares; 2024Q2: not loaded; 2024Q3: 5,668 shares 5,668 $860K 0.19% Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,833 shares; 2024Q2: not loaded; 2024Q3: 7,944 shares 7,944 $815K 0.18% Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 400 shares; 2024Q2: not loaded; 2024Q3: 406 shares 406 $808K 0.18% Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 13,421 shares; 2024Q2: not loaded; 2024Q3: 12,760 shares 12,760 $777K 0.17% Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,717 shares; 2024Q2: not loaded; 2024Q3: 6,943 shares 6,943 $728K 0.16% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,626 shares; 2024Q2: not loaded; 2024Q3: 7,679 shares 7,679 $725K 0.16% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 8,600 shares; 2024Q2: not loaded; 2024Q3: 8,760 shares 8,760 $723K 0.16% Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,447 shares; 2024Q2: not loaded; 2024Q3: 6,818 shares 6,818 $709K 0.15% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,870 shares; 2024Q2: not loaded; 2024Q3: 9,872 shares 9,872 $683K 0.15% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,085 shares; 2024Q2: not loaded; 2024Q3: 6,748 shares 6,748 $677K 0.15% Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,072 shares; 2024Q2: not loaded; 2024Q3: 5,619 shares 5,619 $674K 0.15% Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 17,502 shares 17,502 $646K 0.14% Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 54,625 shares; 2024Q2: not loaded; 2024Q3: 53,886 shares 53,886 $642K 0.14% Timeline XLY 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,070 shares; 2024Q2: not loaded; 2024Q3: 3,070 shares 3,070 $605K 0.13% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,798 shares; 2024Q2: not loaded; 2024Q3: 4,034 shares 4,034 $600K 0.13% Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,011 shares; 2024Q2: not loaded; 2024Q3: 7,663 shares 7,663 $592K 0.13% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,445 shares; 2024Q2: not loaded; 2024Q3: 1,469 shares 1,469 $570K 0.12% Timeline FNGG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,598 shares; 2024Q2: not loaded; 2024Q3: 3,904 shares 3,904 $569K 0.12% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,763 shares; 2024Q2: not loaded; 2024Q3: 6,763 shares 6,763 $548K 0.12% Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,346 shares; 2024Q2: not loaded; 2024Q3: 7,330 shares 7,330 $547K 0.12% Timeline XLI 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,021 shares; 2024Q2: not loaded; 2024Q3: 4,021 shares 4,021 $545K 0.12% Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,441 shares; 2024Q2: not loaded; 2024Q3: 4,655 shares 4,655 $526K 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,112 shares; 2024Q2: not loaded; 2024Q3: 2,269 shares 2,269 $519K 0.11% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,383 shares; 2024Q2: not loaded; 2024Q3: 3,173 shares 3,173 $519K 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 695 shares; 2024Q2: not loaded; 2024Q3: 891 shares 891 $518K 0.11% Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 9,906 shares; 2024Q2: not loaded; 2024Q3: 7,821 shares 7,821 $516K 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 99 shares; 2024Q2: not loaded; 2024Q3: 8,799 shares 8,799 $510K 0.11% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,737 shares; 2024Q2: not loaded; 2024Q3: 10,932 shares 10,932 $481K 0.1% Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 7,679 shares; 2024Q2: not loaded; 2024Q3: 7,569 shares 7,569 $479K 0.1% Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,396 shares; 2024Q2: not loaded; 2024Q3: 3,096 shares 3,096 $469K 0.1% Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 11,002 shares 11,002 $457K 0.1% Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,814 shares; 2024Q2: not loaded; 2024Q3: 4,773 shares 4,773 $455K 0.1% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,043 shares 3,043 $455K 0.1% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 6,385 shares; 2024Q2: not loaded; 2024Q3: 2,082 shares 2,082 $453K 0.1% Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 9,469 shares 9,469 $447K 0.1% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 21,025 shares; 2024Q2: not loaded; 2024Q3: 6,652 shares 6,652 $438K 0.1% Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,935 shares; 2024Q2: not loaded; 2024Q3: 14,862 shares 14,862 $427K 0.09% Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,532 shares; 2024Q2: not loaded; 2024Q3: 1,535 shares 1,535 $425K 0.09% Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 9,340 shares 9,340 $418K 0.09% Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,083 shares; 2024Q2: not loaded; 2024Q3: 2,995 shares 2,995 $417K 0.09% Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,559 shares 1,559 $410K 0.09% Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,573 shares; 2024Q2: not loaded; 2024Q3: 3,400 shares 3,400 $406K 0.09% Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,110 shares; 2024Q2: not loaded; 2024Q3: 3,110 shares 3,110 $405K 0.09% Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 8,004 shares 8,004 $402K 0.09% Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,614 shares; 2024Q2: not loaded; 2024Q3: 4,077 shares 4,077 $400K 0.09% Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,913 shares; 2024Q2: not loaded; 2024Q3: 5,178 shares 5,178 $396K 0.09% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,123 shares; 2024Q2: not loaded; 2024Q3: 4,344 shares 4,344 $395K 0.09% Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,255 shares; 2024Q2: not loaded; 2024Q3: 3,965 shares 3,965 $391K 0.09% Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 5,208 shares; 2024Q2: not loaded; 2024Q3: 3,402 shares 3,402 $375K 0.08% Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 7,299 shares 7,299 $372K 0.08% Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,000 shares 1,000 $370K 0.08% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,466 shares; 2024Q2: not loaded; 2024Q3: 2,360 shares 2,360 $365K 0.08% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,592 shares; 2024Q2: not loaded; 2024Q3: 1,625 shares 1,625 $364K 0.08% Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 432 shares; 2024Q2: not loaded; 2024Q3: 400 shares 400 $349K 0.08% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,016 shares; 2024Q2: not loaded; 2024Q3: 1,032 shares 1,032 $346K 0.08% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 342 shares; 2024Q2: not loaded; 2024Q3: 358 shares 358 $340K 0.07% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,984 shares 4,984 $338K 0.07% Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,055 shares; 2024Q2: not loaded; 2024Q3: 3,117 shares 3,117 $335K 0.07% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,109 shares 4,109 $331K 0.07% Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,316 shares; 2024Q2: not loaded; 2024Q3: 2,316 shares 2,316 $306K 0.07% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,587 shares; 2024Q2: not loaded; 2024Q3: 3,787 shares 3,787 $301K 0.07% Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 7,138 shares 7,138 $297K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,510 shares; 2024Q2: not loaded; 2024Q3: 2,310 shares 2,310 $296K 0.06% Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,103 shares; 2024Q2: not loaded; 2024Q3: 4,015 shares 4,015 $292K 0.06% Timeline APLE APPLE HOSPITALITY REIT INC More: the full row for APPLE HOSPITALITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 19,413 shares; 2024Q2: not loaded; 2024Q3: 19,137 shares 19,137 $290K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,050 shares; 2024Q2: not loaded; 2024Q3: 1,097 shares 1,097 $281K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 719 shares; 2024Q2: not loaded; 2024Q3: 527 shares 527 $281K 0.06% Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,358 shares 3,358 $277K 0.06% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 492 shares; 2024Q2: not loaded; 2024Q3: 549 shares 549 $273K 0.06% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 735 shares; 2024Q2: not loaded; 2024Q3: 762 shares 762 $270K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 5,120 shares 5,120 $269K 0.06% Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,990 shares 1,990 $268K 0.06% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 4,235 shares; 2024Q2: not loaded; 2024Q3: 4,235 shares 4,235 $262K 0.06% Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 718 shares 718 $255K 0.06% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,797 shares; 2024Q2: not loaded; 2024Q3: 2,797 shares 2,797 $253K 0.06% Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 6,960 shares 6,960 $246K 0.05% Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 851 shares; 2024Q2: not loaded; 2024Q3: 698 shares 698 $243K 0.05% Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 3,704 shares 3,704 $237K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 961 shares; 2024Q2: not loaded; 2024Q3: 1,174 shares 1,174 $236K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 849 shares 849 $232K 0.05% Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 5,253 shares 5,253 $231K 0.05% Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 41,767 shares 41,767 $231K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 316 shares; 2024Q2: not loaded; 2024Q3: 2,828 shares 2,828 $229K 0.05% ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 10,873 shares 10,873 $228K 0.05% Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 3,187 shares; 2024Q2: not loaded; 2024Q3: 2,412 shares 2,412 $228K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 11,639 shares; 2024Q2: not loaded; 2024Q3: 4,382 shares 4,382 $227K 0.05% Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,923 shares; 2024Q2: not loaded; 2024Q3: 1,737 shares 1,737 $226K 0.05% Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,476 shares; 2024Q2: not loaded; 2024Q3: 1,562 shares 1,562 $226K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 376 shares 376 $222K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 1,049 shares; 2024Q2: not loaded; 2024Q3: 1,034 shares 1,034 $216K 0.05% Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,232 shares 1,232 $215K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 754 shares 754 $213K 0.05% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 337 shares; 2024Q2: not loaded; 2024Q3: 356 shares 356 $212K 0.05% Timeline XLB 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 2,218 shares; 2024Q2: not loaded; 2024Q3: 2,218 shares 2,218 $210K 0.05% Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 1,093 shares 1,093 $205K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 713 shares 713 $204K 0.04% Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 2,420 shares 2,420 $203K 0.04% Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 4,013 shares 4,013 $202K 0.04% Timeline KGC KINROSS GOLD CORP More: the full row for KINROSS GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 20,178 shares; 2024Q2: not loaded; 2024Q3: 20,178 shares 20,178 $190K 0.04% 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,226 shares; 2024Q2: not loaded; 2024Q3: 14,179 shares 14,179 $149K 0.03% Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 16,697 shares; 2024Q2: not loaded; 2024Q3: 15,247 shares 15,247 $128K 0.03% Timeline NCA NUVEEN CALIFORNIA MUNI VLU F More: the full row for NUVEEN CALIFORNIA MUNI VLU F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 10,200 shares; 2024Q2: not loaded; 2024Q3: 10,700 shares 10,700 $97.6K 0.02% Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 40,179 shares 40,179 $52.6K 0.01% Timeline GLOBALSTAR INC GLOBALSTAR INC More: the full row for GLOBALSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: 14,600 shares; 2024Q2: not loaded; 2024Q3: 14,600 shares 14,600 $17.4K <0.01% BRISTOL-MYERS SQUIBB CO 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; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not loaded; 2024Q1: not reported; 2024Q2: not loaded; 2024Q3: 20,000 shares 20,000 $700 <0.01%