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: 2,446,822 shares; 2022Q2: 3,158,226 shares; 2022Q3: 3,489,673 shares; 2022Q4: 3,536,853 shares; 2023Q1: 3,472,905 shares; 2023Q2: 3,409,701 shares; 2023Q3: 3,345,078 shares; 2023Q4: 3,172,750 shares 3,172,750 $179M 11.65% -172,328 Timeline SPAB 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: 2,872,253 shares; 2022Q2: 3,262,094 shares; 2022Q3: 3,877,752 shares; 2022Q4: 3,752,013 shares; 2023Q1: 4,635,325 shares; 2023Q2: 4,509,307 shares; 2023Q3: 4,052,230 shares; 2023Q4: 4,068,854 shares 4,068,854 $104M 6.79% +16,624 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 64,175 shares; 2022Q2: 76,502 shares; 2022Q3: 115,947 shares; 2022Q4: 124,080 shares; 2023Q1: 542,039 shares; 2023Q2: 539,419 shares; 2023Q3: 591,051 shares; 2023Q4: 625,172 shares 625,172 $92M 5.99% +34,121 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: 1,084,468 shares; 2022Q2: 1,307,812 shares; 2022Q3: 1,430,095 shares; 2022Q4: 1,232,587 shares; 2023Q1: 662,634 shares; 2023Q2: 633,294 shares; 2023Q3: 518,121 shares; 2023Q4: 478,322 shares 478,322 $50.2M 3.27% -39,799 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: 708,035 shares; 2022Q2: 1,124,460 shares; 2022Q3: 815,148 shares; 2022Q4: 864,189 shares; 2023Q1: 660,105 shares; 2023Q2: 631,880 shares; 2023Q3: 902,700 shares; 2023Q4: 746,309 shares 746,309 $38.9M 2.53% -156,391 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: 348,304 shares; 2022Q2: 386,961 shares; 2022Q3: 475,053 shares; 2022Q4: 480,294 shares; 2023Q1: 660,942 shares; 2023Q2: 651,372 shares; 2023Q3: 532,622 shares; 2023Q4: 391,479 shares 391,479 $37.9M 2.47% -141,143 Timeline EMXC ISHARES INC More: the full row for ISHARES 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: 547,060 shares 547,060 $30.3M 1.97% new 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: 13,507 shares; 2022Q2: 20,572 shares; 2022Q3: 10,977 shares; 2022Q4: 254,254 shares; 2023Q1: 319,628 shares; 2023Q2: 309,980 shares; 2023Q3: 175,761 shares; 2023Q4: 238,192 shares 238,192 $29.2M 1.9% +62,431 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 91,743 shares; 2022Q2: 81,152 shares; 2022Q3: 77,509 shares; 2022Q4: 394,478 shares; 2023Q1: 483,985 shares; 2023Q2: 474,508 shares; 2023Q3: 325,235 shares; 2023Q4: 309,641 shares 309,641 $29.1M 1.9% -15,594 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: 291,988 shares; 2022Q2: 232,373 shares; 2022Q3: 214,547 shares; 2022Q4: 189,374 shares; 2023Q1: 177,103 shares; 2023Q2: 171,179 shares; 2023Q3: 155,549 shares; 2023Q4: 148,927 shares 148,927 $28.7M 1.87% -6,622 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: 187,498 shares; 2022Q2: 237,128 shares; 2022Q3: 251,102 shares; 2022Q4: 249,435 shares; 2023Q1: 402,204 shares; 2023Q2: 404,470 shares; 2023Q3: 432,438 shares; 2023Q4: 349,094 shares 349,094 $27.2M 1.77% -83,344 Timeline TFLO 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: 640,414 shares; 2023Q4: 533,271 shares 533,271 $26.9M 1.75% -107,143 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 399,959 shares; 2022Q2: 443,215 shares; 2022Q3: 955,548 shares; 2022Q4: 902,974 shares; 2023Q1: 895,557 shares; 2023Q2: 921,495 shares; 2023Q3: 915,699 shares; 2023Q4: 882,009 shares 882,009 $23.4M 1.52% -33,690 Timeline SPTL 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: 91,010 shares; 2022Q2: 83,843 shares; 2022Q3: 123,094 shares; 2022Q4: 117,562 shares; 2023Q1: 121,718 shares; 2023Q2: 116,787 shares; 2023Q3: 842,841 shares; 2023Q4: 784,456 shares 784,456 $22.8M 1.48% -58,385 Timeline FTSM 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: 154,333 shares; 2022Q2: 67,037 shares; 2022Q3: 75,342 shares; 2022Q4: 181,056 shares; 2023Q1: 175,209 shares; 2023Q2: 171,661 shares; 2023Q3: 246,393 shares; 2023Q4: 343,635 shares 343,635 $20.5M 1.33% +97,242 Timeline OEF 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: 88,720 shares 88,720 $19.8M 1.29% new 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: 54,529 shares; 2022Q2: 55,052 shares; 2022Q3: 55,206 shares; 2022Q4: 32,175 shares; 2023Q1: 37,063 shares; 2023Q2: 41,224 shares; 2023Q3: 219,713 shares; 2023Q4: 247,977 shares 247,977 $18.6M 1.21% +28,264 Timeline BIV 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: 12,248 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 365,815 shares; 2023Q1: 359,469 shares; 2023Q2: 419,789 shares; 2023Q3: 423,381 shares; 2023Q4: 237,644 shares 237,644 $18.2M 1.18% -185,737 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: 121,431 shares; 2022Q2: 70,665 shares; 2022Q3: 65,543 shares; 2022Q4: 57,731 shares; 2023Q1: 55,079 shares; 2023Q2: 52,320 shares; 2023Q3: 50,125 shares; 2023Q4: 47,813 shares 47,813 $18M 1.17% -2,312 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 113,427 shares; 2022Q2: 133,934 shares; 2022Q3: 139,002 shares; 2022Q4: 142,492 shares; 2023Q1: 160,546 shares; 2023Q2: 149,146 shares; 2023Q3: 149,058 shares; 2023Q4: 147,935 shares 147,935 $13.3M 0.87% -1,123 Timeline XLG 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: 7,656 shares; 2022Q2: 38,062 shares; 2022Q3: 23,026 shares; 2022Q4: 27,599 shares; 2023Q1: 26,538 shares; 2023Q2: 26,829 shares; 2023Q3: 272,009 shares; 2023Q4: 310,342 shares 310,342 $11.7M 0.76% +38,333 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 208,951 shares; 2022Q2: 341,240 shares; 2022Q3: 324,045 shares; 2022Q4: 379,663 shares; 2023Q1: 379,459 shares; 2023Q2: 369,996 shares; 2023Q3: 343,568 shares; 2023Q4: 336,505 shares 336,505 $11.2M 0.73% -7,063 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: 40,712 shares; 2022Q2: 47,547 shares; 2022Q3: 123,576 shares; 2022Q4: 70,277 shares; 2023Q1: 67,301 shares; 2023Q2: 64,463 shares; 2023Q3: 150,300 shares; 2023Q4: 102,254 shares 102,254 $11.1M 0.72% -48,046 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 142,953 shares; 2022Q2: 257,595 shares; 2022Q3: 315,885 shares; 2022Q4: 356,568 shares; 2023Q1: 334,648 shares; 2023Q2: 371,046 shares; 2023Q3: 369,056 shares; 2023Q4: 368,139 shares 368,139 $10.8M 0.7% -917 Timeline CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 39,191 shares; 2022Q2: 45,044 shares; 2022Q3: 274,062 shares; 2022Q4: 173,363 shares; 2023Q1: 172,246 shares; 2023Q2: 154,841 shares; 2023Q3: 196,063 shares; 2023Q4: 178,846 shares 178,846 $10.4M 0.67% -17,217 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 84,689 shares; 2022Q2: 69,800 shares; 2022Q3: 71,905 shares; 2022Q4: 84,633 shares; 2023Q1: 113,103 shares; 2023Q2: 185,110 shares; 2023Q3: 202,400 shares; 2023Q4: 186,220 shares 186,220 $9.41M 0.61% -16,180 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: 126,736 shares; 2022Q2: 260,412 shares; 2022Q3: 160,756 shares; 2022Q4: 55,019 shares; 2023Q1: 14,688 shares; 2023Q2: 14,191 shares; 2023Q3: 99,983 shares; 2023Q4: 86,967 shares 86,967 $9.35M 0.61% -13,016 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8,452 shares; 2023Q2: 15,816 shares; 2023Q3: 26,427 shares; 2023Q4: 183,744 shares 183,744 $9.24M 0.6% +157,317 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 197,547 shares; 2022Q2: 265,840 shares; 2022Q3: 285,076 shares; 2022Q4: 303,765 shares; 2023Q1: 414,757 shares; 2023Q2: 420,881 shares; 2023Q3: 427,133 shares; 2023Q4: 434,217 shares 434,217 $9.07M 0.59% +7,084 GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,180,614 shares; 2022Q2: 2,354,506 shares; 2022Q3: 3,061,271 shares; 2022Q4: 1,239,749 shares; 2023Q1: 1,724,498 shares; 2023Q2: 1,592,102 shares; 2023Q3: 574,151 shares; 2023Q4: 380,329 shares 380,329 $8.76M 0.57% -193,822 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: 11,625 shares; 2022Q2: 7,913 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 223,294 shares 223,294 $8.73M 0.57% new 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: 15,229 shares; 2022Q2: 15,594 shares; 2022Q3: 15,272 shares; 2022Q4: 14,389 shares; 2023Q1: 14,495 shares; 2023Q2: 13,651 shares; 2023Q3: 13,750 shares; 2023Q4: 19,825 shares 19,825 $8.66M 0.56% +6,075 Timeline IEV 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: 88,081 shares; 2022Q3: 187,103 shares; 2022Q4: 167,002 shares; 2023Q1: 169,945 shares; 2023Q2: 169,730 shares; 2023Q3: 182,449 shares; 2023Q4: 163,697 shares 163,697 $8.65M 0.56% -18,752 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: 5,488 shares; 2022Q2: 16,795 shares; 2022Q3: 21,516 shares; 2022Q4: 18,558 shares; 2023Q1: 19,934 shares; 2023Q2: 19,754 shares; 2023Q3: 21,793 shares; 2023Q4: 32,945 shares 32,945 $8.64M 0.56% +11,152 Timeline SUSL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 37,748 shares; 2022Q2: 158,616 shares; 2022Q3: 87,008 shares; 2022Q4: 116,040 shares; 2023Q1: 108,609 shares; 2023Q2: 106,963 shares; 2023Q3: 105,813 shares; 2023Q4: 99,750 shares 99,750 $8.42M 0.55% -6,063 Timeline FYX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 65,422 shares; 2022Q2: 74,891 shares; 2022Q3: 80,233 shares; 2022Q4: 81,304 shares; 2023Q1: 86,051 shares; 2023Q2: 85,775 shares; 2023Q3: 86,014 shares; 2023Q4: 85,228 shares 85,228 $7.8M 0.51% -786 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: 197,093 shares; 2022Q2: 208,261 shares; 2022Q3: 195,832 shares; 2022Q4: 195,400 shares; 2023Q1: 178,333 shares; 2023Q2: 176,286 shares; 2023Q3: 151,114 shares; 2023Q4: 149,605 shares 149,605 $7.36M 0.48% -1,509 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 188,764 shares; 2022Q3: 168,585 shares; 2022Q4: 237,782 shares; 2023Q1: 273,983 shares; 2023Q2: 266,626 shares; 2023Q3: 193,899 shares; 2023Q4: 169,542 shares 169,542 $7.19M 0.47% -24,357 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: 7,323 shares; 2022Q2: 66,392 shares; 2022Q3: 64,088 shares; 2022Q4: 55,015 shares; 2023Q1: 49,918 shares; 2023Q2: 44,934 shares; 2023Q3: 43,357 shares; 2023Q4: 42,275 shares 42,275 $6.42M 0.42% -1,082 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,579 shares; 2022Q2: 12,862 shares; 2022Q3: 19,942 shares; 2022Q4: 19,304 shares; 2023Q1: 26,754 shares; 2023Q2: 28,509 shares; 2023Q3: 28,564 shares; 2023Q4: 57,813 shares 57,813 $6.37M 0.41% +29,249 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,731 shares; 2022Q2: 16,732 shares; 2022Q3: 16,434 shares; 2022Q4: 10,277 shares; 2023Q1: 82,242 shares; 2023Q2: 80,033 shares; 2023Q3: 82,673 shares; 2023Q4: 70,561 shares 70,561 $6.28M 0.41% -12,112 Timeline SPIB 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: 13,999 shares; 2022Q2: not reported; 2022Q3: 127,775 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 212,388 shares; 2023Q4: 191,214 shares 191,214 $6.28M 0.41% -21,174 Timeline EMLP 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: 213,269 shares; 2022Q2: 212,636 shares; 2022Q3: 221,410 shares; 2022Q4: 220,550 shares; 2023Q1: 221,074 shares; 2023Q2: 219,495 shares; 2023Q3: 218,522 shares; 2023Q4: 218,115 shares 218,115 $6.04M 0.39% -407 Timeline IFRA 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: 158,668 shares; 2022Q3: 167,598 shares; 2022Q4: 160,752 shares; 2023Q1: 159,548 shares; 2023Q2: 157,605 shares; 2023Q3: 161,445 shares; 2023Q4: 149,697 shares 149,697 $6.03M 0.39% -11,748 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: 26,620 shares; 2022Q2: 46,772 shares; 2022Q3: 91,899 shares; 2022Q4: 47,210 shares; 2023Q1: 41,947 shares; 2023Q2: 42,199 shares; 2023Q3: 52,340 shares; 2023Q4: 58,099 shares 58,099 $5.73M 0.37% +5,759 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 195,775 shares; 2022Q2: 188,613 shares; 2022Q3: 194,508 shares; 2022Q4: 177,275 shares; 2023Q1: 167,744 shares; 2023Q2: 161,594 shares; 2023Q3: 167,956 shares; 2023Q4: 271,180 shares 271,180 $5.55M 0.36% +103,224 VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS 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: 54,957 shares; 2023Q4: 108,098 shares 108,098 $5.52M 0.36% +53,141 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 165,058 shares; 2023Q2: 151,495 shares; 2023Q3: 145,551 shares; 2023Q4: 144,261 shares 144,261 $5.14M 0.33% -1,290 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: 12,762 shares; 2022Q2: 14,087 shares; 2022Q3: 13,695 shares; 2022Q4: 14,421 shares; 2023Q1: 14,745 shares; 2023Q2: 13,583 shares; 2023Q3: 12,999 shares; 2023Q4: 10,570 shares 10,570 $5.05M 0.33% -2,429 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 22,498 shares; 2022Q2: 21,858 shares; 2022Q3: 19,454 shares; 2022Q4: 122,458 shares; 2023Q1: 39,526 shares; 2023Q2: 35,075 shares; 2023Q3: 32,904 shares; 2023Q4: 32,032 shares 32,032 $5.03M 0.33% -872 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: 55,517 shares; 2022Q2: 77,718 shares; 2022Q3: 64,166 shares; 2022Q4: 52,157 shares; 2023Q1: 49,603 shares; 2023Q2: 48,196 shares; 2023Q3: 45,575 shares; 2023Q4: 48,972 shares 48,972 $4.84M 0.32% +3,397 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 37,000 shares; 2023Q1: 77,412 shares; 2023Q2: 93,680 shares; 2023Q3: 118,088 shares; 2023Q4: 190,019 shares 190,019 $4.73M 0.31% +71,931 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,293 shares; 2022Q2: 2,357 shares; 2022Q3: 48,570 shares; 2022Q4: 44,982 shares; 2023Q1: 42,943 shares; 2023Q2: 37,640 shares; 2023Q3: 36,816 shares; 2023Q4: 33,016 shares 33,016 $4.65M 0.3% -3,800 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: 85,849 shares; 2022Q2: 97,482 shares; 2022Q3: 49,722 shares; 2022Q4: 50,473 shares; 2023Q1: 40,586 shares; 2023Q2: 36,723 shares; 2023Q3: 35,540 shares; 2023Q4: 43,886 shares 43,886 $4.63M 0.3% +8,346 Timeline TBIL 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50,624 shares; 2023Q4: 92,786 shares 92,786 $4.63M 0.3% +42,162 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: 14,997 shares; 2022Q2: 16,040 shares; 2022Q3: 14,700 shares; 2022Q4: 10,083 shares; 2023Q1: 9,436 shares; 2023Q2: 9,573 shares; 2023Q3: 9,942 shares; 2023Q4: 9,189 shares 9,189 $4.37M 0.28% -753 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: 13,046 shares; 2022Q2: 8,499 shares; 2022Q3: 7,893 shares; 2022Q4: 6,928 shares; 2023Q1: 6,712 shares; 2023Q2: 6,539 shares; 2023Q3: 6,597 shares; 2023Q4: 6,262 shares 6,262 $4.13M 0.27% -335 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: 12,028 shares; 2022Q2: 10,008 shares; 2022Q3: 11,864 shares; 2022Q4: 11,675 shares; 2023Q1: 11,284 shares; 2023Q2: 16,245 shares; 2023Q3: 16,147 shares; 2023Q4: 15,795 shares 15,795 $4.11M 0.27% -352 Timeline SHM 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: 37,574 shares; 2022Q2: 56,294 shares; 2022Q3: 205,262 shares; 2022Q4: 175,593 shares; 2023Q1: 147,322 shares; 2023Q2: 151,174 shares; 2023Q3: 169,837 shares; 2023Q4: 85,120 shares 85,120 $4.07M 0.26% -84,717 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: 54,383 shares; 2022Q2: 30,011 shares; 2022Q3: 15,221 shares; 2022Q4: 25,578 shares; 2023Q1: 22,416 shares; 2023Q2: 22,536 shares; 2023Q3: 21,774 shares; 2023Q4: 21,044 shares 21,044 $4.02M 0.26% -730 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: 16,817 shares; 2022Q2: 12,416 shares; 2022Q3: 13,069 shares; 2022Q4: 10,380 shares; 2023Q1: 9,500 shares; 2023Q2: 8,513 shares; 2023Q3: 8,612 shares; 2023Q4: 7,869 shares 7,869 $3.9M 0.25% -743 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: 12,876 shares; 2022Q2: 17,317 shares; 2022Q3: 25,101 shares; 2022Q4: 31,061 shares; 2023Q1: 37,481 shares; 2023Q2: 41,690 shares; 2023Q3: 35,301 shares; 2023Q4: 34,855 shares 34,855 $3.86M 0.25% -446 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: 56,592 shares; 2022Q2: 31,167 shares; 2022Q3: 29,090 shares; 2022Q4: 24,894 shares; 2023Q1: 23,789 shares; 2023Q2: 24,461 shares; 2023Q3: 23,121 shares; 2023Q4: 22,301 shares 22,301 $3.79M 0.25% -820 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: 20,708 shares; 2022Q2: 21,960 shares; 2022Q3: 21,920 shares; 2022Q4: 21,995 shares; 2023Q1: 21,931 shares; 2023Q2: 21,947 shares; 2023Q3: 109,826 shares; 2023Q4: 107,027 shares 107,027 $3.77M 0.25% -2,799 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 112,011 shares; 2022Q2: 289,615 shares; 2022Q3: 159,603 shares; 2022Q4: 148,279 shares; 2023Q1: 142,039 shares; 2023Q2: 139,939 shares; 2023Q3: 131,355 shares; 2023Q4: 131,364 shares 131,364 $3.76M 0.24% +9 Timeline RDVY 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: 52,171 shares; 2022Q2: 64,142 shares; 2022Q3: 61,024 shares; 2022Q4: 70,179 shares; 2023Q1: 77,673 shares; 2023Q2: 76,238 shares; 2023Q3: 77,689 shares; 2023Q4: 71,359 shares 71,359 $3.69M 0.24% -6,330 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: 6,873 shares; 2022Q2: 6,565 shares; 2022Q3: 4,669 shares; 2022Q4: 46,682 shares; 2023Q1: 32,195 shares; 2023Q2: 32,180 shares; 2023Q3: 37,460 shares; 2023Q4: 49,305 shares 49,305 $3.63M 0.24% +11,845 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 16,164 shares; 2022Q3: 27,904 shares; 2022Q4: 40,467 shares; 2023Q1: 43,564 shares; 2023Q2: 42,171 shares; 2023Q3: 58,741 shares; 2023Q4: 69,232 shares 69,232 $3.62M 0.24% +10,491 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: 14,471 shares; 2022Q2: 18,748 shares; 2022Q3: 18,208 shares; 2022Q4: 10,513 shares; 2023Q1: 11,336 shares; 2023Q2: 9,170 shares; 2023Q3: 8,664 shares; 2023Q4: 8,371 shares 8,371 $3.43M 0.22% -293 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: 213,359 shares; 2022Q2: 88,772 shares; 2022Q3: 199,963 shares; 2022Q4: 179,740 shares; 2023Q1: 71,028 shares; 2023Q2: 62,443 shares; 2023Q3: 48,405 shares; 2023Q4: 31,528 shares 31,528 $3.41M 0.22% -16,877 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: 115,203 shares; 2022Q2: 86,491 shares; 2022Q3: 64,569 shares; 2022Q4: 56,775 shares; 2023Q1: 56,862 shares; 2023Q2: 56,661 shares; 2023Q3: 51,106 shares; 2023Q4: 47,491 shares 47,491 $3.34M 0.22% -3,615 Timeline ISHARES TR 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: 8,410 shares; 2023Q2: 14,631 shares; 2023Q3: 26,892 shares; 2023Q4: 132,858 shares 132,858 $3.29M 0.21% +105,966 DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 90,010 shares; 2023Q1: 93,225 shares; 2023Q2: 104,190 shares; 2023Q3: 103,007 shares; 2023Q4: 112,643 shares 112,643 $3.28M 0.21% +9,636 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: 16,386 shares; 2022Q2: 14,391 shares; 2022Q3: 13,763 shares; 2022Q4: 12,835 shares; 2023Q1: 11,530 shares; 2023Q2: 10,140 shares; 2023Q3: 9,448 shares; 2023Q4: 9,172 shares 9,172 $3.27M 0.21% -276 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; 2022Q1: 79,420 shares; 2022Q2: 87,912 shares; 2022Q3: 90,498 shares; 2022Q4: 83,792 shares; 2023Q1: 86,079 shares; 2023Q2: 83,417 shares; 2023Q3: 83,396 shares; 2023Q4: 83,085 shares 83,085 $3.26M 0.21% -311 Timeline AVIG 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 89,993 shares; 2023Q4: 77,507 shares 77,507 $3.24M 0.21% -12,486 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 614,518 shares; 2022Q2: 290,097 shares; 2022Q3: 255,036 shares; 2022Q4: 162,296 shares; 2023Q1: 179,122 shares; 2023Q2: 175,117 shares; 2023Q3: 171,233 shares; 2023Q4: 100,084 shares 100,084 $3.21M 0.21% -71,149 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 96,913 shares; 2022Q4: 100,379 shares; 2023Q1: 110,907 shares; 2023Q2: 111,491 shares; 2023Q3: 116,167 shares; 2023Q4: 138,797 shares 138,797 $3.15M 0.21% +22,630 INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,594 shares; 2022Q4: 104,425 shares; 2023Q1: 115,719 shares; 2023Q2: 116,357 shares; 2023Q3: 119,184 shares; 2023Q4: 138,794 shares 138,794 $3.15M 0.21% +19,610 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: 36,693 shares; 2022Q2: 35,354 shares; 2022Q3: 35,348 shares; 2022Q4: 34,796 shares; 2023Q1: 34,441 shares; 2023Q2: 32,924 shares; 2023Q3: 30,895 shares; 2023Q4: 31,157 shares 31,157 $3.12M 0.2% +262 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: 321,070 shares; 2022Q2: 160,854 shares; 2022Q3: 84,315 shares; 2022Q4: 63,363 shares; 2023Q1: 56,853 shares; 2023Q2: 57,805 shares; 2023Q3: 52,687 shares; 2023Q4: 45,218 shares 45,218 $3.08M 0.2% -7,469 Timeline VGLT 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: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 49,700 shares 49,700 $3.06M 0.2% new Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 200,043 shares; 2022Q2: 182,075 shares; 2022Q3: 184,503 shares; 2022Q4: 147,985 shares; 2023Q1: 132,573 shares; 2023Q2: 129,995 shares; 2023Q3: 130,016 shares; 2023Q4: 157,936 shares 157,936 $3.05M 0.2% +27,920 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: 15,988 shares; 2022Q2: 16,612 shares; 2022Q3: 16,553 shares; 2022Q4: 16,642 shares; 2023Q1: 16,598 shares; 2023Q2: 16,607 shares; 2023Q3: 83,080 shares; 2023Q4: 80,843 shares 80,843 $3.03M 0.2% -2,237 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 119,552 shares; 2023Q1: 123,533 shares; 2023Q2: 126,497 shares; 2023Q3: 124,974 shares; 2023Q4: 118,635 shares 118,635 $3.03M 0.2% -6,339 Timeline FDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 77,336 shares 77,336 $3.02M 0.2% new Timeline PWZ 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: 27,660 shares; 2022Q2: 60,221 shares; 2022Q3: 18,993 shares; 2022Q4: 81,596 shares; 2023Q1: 87,950 shares; 2023Q2: 89,293 shares; 2023Q3: 164,167 shares; 2023Q4: 117,259 shares 117,259 $2.93M 0.19% -46,908 Timeline ISHARES TR 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: 25,125 shares; 2022Q3: 62,825 shares; 2022Q4: 95,875 shares; 2023Q1: 97,725 shares; 2023Q2: 98,757 shares; 2023Q3: 99,854 shares; 2023Q4: 121,975 shares 121,975 $2.91M 0.19% +22,121 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: 30,771 shares; 2022Q2: 14,779 shares; 2022Q3: 13,254 shares; 2022Q4: 9,962 shares; 2023Q1: 10,796 shares; 2023Q2: 8,374 shares; 2023Q3: 8,105 shares; 2023Q4: 7,990 shares 7,990 $2.83M 0.18% -115 Timeline XMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 90,621 shares; 2023Q2: 86,338 shares; 2023Q3: 85,863 shares; 2023Q4: 85,199 shares 85,199 $2.8M 0.18% -664 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 186,517 shares; 2022Q2: 319,963 shares; 2022Q3: 19,622 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 61,976 shares 61,976 $2.73M 0.18% new Timeline GNMA 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: 39,899 shares; 2023Q1: 46,504 shares; 2023Q2: 82,873 shares; 2023Q3: 72,495 shares; 2023Q4: 61,629 shares 61,629 $2.73M 0.18% -10,866 Timeline FDT FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 39,417 shares; 2022Q2: 41,616 shares; 2022Q3: 44,951 shares; 2022Q4: 47,266 shares; 2023Q1: 51,105 shares; 2023Q2: 50,908 shares; 2023Q3: 51,542 shares; 2023Q4: 51,013 shares 51,013 $2.68M 0.17% -529 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 179,298 shares; 2022Q2: 82,789 shares; 2022Q3: 74,096 shares; 2022Q4: 65,935 shares; 2023Q1: 40,358 shares; 2023Q2: 40,048 shares; 2023Q3: 29,956 shares; 2023Q4: 25,995 shares 25,995 $2.63M 0.17% -3,961 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 109,176 shares; 2022Q2: 147,494 shares; 2022Q3: 172,244 shares; 2022Q4: 179,995 shares; 2023Q1: 196,427 shares; 2023Q2: 159,517 shares; 2023Q3: 184,517 shares; 2023Q4: 194,157 shares 194,157 $2.62M 0.17% +9,640 Timeline SJT SAN JUAN BASIN RTY TR More: the full row for SAN JUAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 480,228 shares; 2022Q2: 494,188 shares; 2022Q3: 512,653 shares; 2022Q4: 535,912 shares; 2023Q1: 475,773 shares; 2023Q2: 504,360 shares; 2023Q3: 507,138 shares; 2023Q4: 513,588 shares 513,588 $2.61M 0.17% +6,450 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: 24,321 shares; 2022Q2: 21,313 shares; 2022Q3: 21,327 shares; 2022Q4: 21,109 shares; 2023Q1: 20,830 shares; 2023Q2: 21,655 shares; 2023Q3: 19,507 shares; 2023Q4: 17,025 shares 17,025 $2.54M 0.17% -2,482 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,197 shares; 2022Q2: 4,195 shares; 2022Q3: 4,245 shares; 2022Q4: 4,196 shares; 2023Q1: 4,163 shares; 2023Q2: 4,115 shares; 2023Q3: 4,074 shares; 2023Q4: 4,054 shares 4,054 $2.53M 0.16% -20 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: 7,485 shares; 2022Q2: 6,469 shares; 2022Q3: 5,889 shares; 2022Q4: 5,088 shares; 2023Q1: 5,093 shares; 2023Q2: 5,031 shares; 2023Q3: 4,864 shares; 2023Q4: 4,332 shares 4,332 $2.53M 0.16% -532 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: 30,010 shares; 2023Q3: 30,670 shares; 2023Q4: 31,724 shares 31,724 $2.51M 0.16% +1,054 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: 13,022 shares; 2022Q2: 18,837 shares; 2022Q3: 17,659 shares; 2022Q4: 15,033 shares; 2023Q1: 14,651 shares; 2023Q2: 14,943 shares; 2023Q3: 14,858 shares; 2023Q4: 14,424 shares 14,424 $2.46M 0.16% -434 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE 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: 30,664 shares; 2023Q4: 48,753 shares 48,753 $2.45M 0.16% +18,089 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: 15,187 shares; 2022Q2: 10,687 shares; 2022Q3: 10,442 shares; 2022Q4: 10,179 shares; 2023Q1: 11,157 shares; 2023Q2: 12,495 shares; 2023Q3: 12,428 shares; 2023Q4: 10,285 shares 10,285 $2.44M 0.16% -2,143 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: 10,200 shares; 2022Q2: 10,356 shares; 2022Q3: 10,364 shares; 2022Q4: 10,338 shares; 2023Q1: 10,338 shares; 2023Q2: 11,218 shares; 2023Q3: 13,211 shares; 2023Q4: 15,549 shares 15,549 $2.42M 0.16% +2,338 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: 1,384 shares; 2022Q2: 1,118 shares; 2022Q3: 26,528 shares; 2022Q4: 22,642 shares; 2023Q1: 21,963 shares; 2023Q2: 18,262 shares; 2023Q3: 17,414 shares; 2023Q4: 17,278 shares 17,278 $2.41M 0.16% -136 Timeline ISHARES TR 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: 20,286 shares; 2022Q4: 18,811 shares; 2023Q1: 18,811 shares; 2023Q2: 16,361 shares; 2023Q3: 16,111 shares; 2023Q4: 103,636 shares 103,636 $2.41M 0.16% +87,525 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: 9,140 shares; 2022Q2: 8,343 shares; 2022Q3: 12,476 shares; 2022Q4: 12,450 shares; 2023Q1: 12,342 shares; 2023Q2: 12,132 shares; 2023Q3: 12,051 shares; 2023Q4: 11,246 shares 11,246 $2.4M 0.16% -805 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,189 shares; 2022Q2: 3,238 shares; 2022Q3: 5,728 shares; 2022Q4: 6,641 shares; 2023Q1: 6,732 shares; 2023Q2: 18,127 shares; 2023Q3: 18,580 shares; 2023Q4: 19,085 shares 19,085 $2.4M 0.16% +505 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 17,603 shares; 2022Q3: 17,184 shares; 2022Q4: 34,466 shares; 2023Q1: 33,161 shares; 2023Q2: 33,069 shares; 2023Q3: 46,176 shares; 2023Q4: 49,076 shares 49,076 $2.37M 0.15% +2,900 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: 2,616 shares; 2022Q2: 2,311 shares; 2022Q3: 2,263 shares; 2022Q4: 2,075 shares; 2023Q1: 2,076 shares; 2023Q2: 2,125 shares; 2023Q3: 2,080 shares; 2023Q4: 2,071 shares 2,071 $2.31M 0.15% -9 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 82,520 shares; 2022Q2: 74,724 shares; 2022Q3: 73,379 shares; 2022Q4: 67,968 shares; 2023Q1: 62,755 shares; 2023Q2: 60,823 shares; 2023Q3: 73,292 shares; 2023Q4: 73,439 shares 73,439 $2.31M 0.15% +147 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: 39,463 shares; 2022Q2: 56,134 shares; 2022Q3: 64,632 shares; 2022Q4: 63,071 shares; 2023Q1: 96,716 shares; 2023Q2: 93,090 shares; 2023Q3: 101,285 shares; 2023Q4: 97,781 shares 97,781 $2.28M 0.15% -3,504 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: 11,687 shares; 2022Q2: 32,603 shares; 2022Q3: 30,168 shares; 2022Q4: 30,021 shares; 2023Q1: 26,750 shares; 2023Q2: 25,832 shares; 2023Q3: 23,502 shares; 2023Q4: 24,827 shares 24,827 $2.26M 0.15% +1,325 Timeline FEMS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 57,722 shares; 2022Q2: 56,940 shares; 2022Q3: 63,720 shares; 2022Q4: 66,182 shares; 2023Q1: 67,153 shares; 2023Q2: 66,956 shares; 2023Q3: 67,607 shares; 2023Q4: 58,429 shares 58,429 $2.25M 0.15% -9,178 Timeline FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 61,942 shares; 2022Q2: 92,202 shares; 2022Q3: 102,206 shares; 2022Q4: 123,072 shares; 2023Q1: 127,768 shares; 2023Q2: 127,880 shares; 2023Q3: 129,176 shares; 2023Q4: 99,904 shares 99,904 $2.24M 0.15% -29,272 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: 3,882 shares; 2022Q2: 3,400 shares; 2022Q3: 9,651 shares; 2022Q4: 9,506 shares; 2023Q1: 9,613 shares; 2023Q2: 9,704 shares; 2023Q3: 9,228 shares; 2023Q4: 8,902 shares 8,902 $2.21M 0.14% -326 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: 44,978 shares; 2022Q2: 40,814 shares; 2022Q3: 49,032 shares; 2022Q4: 47,917 shares; 2023Q1: 34,400 shares; 2023Q2: 33,471 shares; 2023Q3: 31,499 shares; 2023Q4: 25,956 shares 25,956 $2.18M 0.14% -5,543 Timeline DUHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 31,048 shares; 2022Q3: 61,165 shares; 2022Q4: 78,604 shares; 2023Q1: 78,319 shares; 2023Q2: 78,038 shares; 2023Q3: 77,121 shares; 2023Q4: 75,646 shares 75,646 $2.16M 0.14% -1,475 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: 8,071 shares; 2022Q2: 7,292 shares; 2022Q3: 7,093 shares; 2022Q4: 6,928 shares; 2023Q1: 6,912 shares; 2023Q2: 6,867 shares; 2023Q3: 6,819 shares; 2023Q4: 6,218 shares 6,218 $2.15M 0.14% -601 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: 8,075 shares; 2022Q2: 9,522 shares; 2022Q3: 13,548 shares; 2022Q4: 12,757 shares; 2023Q1: 50,952 shares; 2023Q2: 50,399 shares; 2023Q3: 54,150 shares; 2023Q4: 44,150 shares 44,150 $2.11M 0.14% -10,000 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 37,351 shares; 2023Q1: 38,186 shares; 2023Q2: 41,413 shares; 2023Q3: 39,741 shares; 2023Q4: 44,722 shares 44,722 $2.1M 0.14% +4,981 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: 3,806 shares; 2022Q2: 3,653 shares; 2022Q3: 4,296 shares; 2022Q4: 3,508 shares; 2023Q1: 3,441 shares; 2023Q2: 4,978 shares; 2023Q3: 4,911 shares; 2023Q4: 4,914 shares 4,914 $2.1M 0.14% +3 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,635 shares; 2022Q2: not reported; 2022Q3: 2,231 shares; 2022Q4: 2,060 shares; 2023Q1: 2,060 shares; 2023Q2: 3,000 shares; 2023Q3: 4,000 shares; 2023Q4: 17,690 shares 17,690 $2.07M 0.13% +13,690 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: 49,055 shares; 2022Q2: 25,018 shares; 2022Q3: 22,881 shares; 2022Q4: 20,244 shares; 2023Q1: 18,505 shares; 2023Q2: 14,750 shares; 2023Q3: 14,312 shares; 2023Q4: 12,969 shares 12,969 $2.03M 0.13% -1,343 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: 20,464 shares; 2022Q2: 149,200 shares; 2022Q3: 25,009 shares; 2022Q4: 21,914 shares; 2023Q1: 19,856 shares; 2023Q2: 19,817 shares; 2023Q3: 19,670 shares; 2023Q4: 19,651 shares 19,651 $2.03M 0.13% -19 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: 7,790 shares; 2022Q2: 5,876 shares; 2022Q3: 5,095 shares; 2022Q4: 4,911 shares; 2023Q1: 4,840 shares; 2023Q2: 4,705 shares; 2023Q3: 4,554 shares; 2023Q4: 4,336 shares 4,336 $1.97M 0.13% -218 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 338,505 shares; 2022Q2: 230,875 shares; 2022Q3: 102,391 shares; 2022Q4: 87,733 shares; 2023Q1: 19,112 shares; 2023Q2: 17,474 shares; 2023Q3: 15,291 shares; 2023Q4: 44,303 shares 44,303 $1.95M 0.13% +29,012 Timeline JPST 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: 20,783 shares; 2022Q2: 22,093 shares; 2022Q3: 16,109 shares; 2022Q4: 43,214 shares; 2023Q1: 44,473 shares; 2023Q2: 33,022 shares; 2023Q3: 28,166 shares; 2023Q4: 38,556 shares 38,556 $1.94M 0.13% +10,390 Timeline SPLB 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: 39,632 shares; 2022Q3: 55,640 shares; 2022Q4: 26,059 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 16,180 shares; 2023Q4: 80,610 shares 80,610 $1.92M 0.12% +64,430 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: 89,792 shares; 2022Q2: 31,896 shares; 2022Q3: 28,778 shares; 2022Q4: 23,334 shares; 2023Q1: 20,697 shares; 2023Q2: 17,433 shares; 2023Q3: 17,176 shares; 2023Q4: 17,055 shares 17,055 $1.86M 0.12% -121 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: 32,808 shares; 2022Q2: 54,485 shares; 2022Q3: 65,686 shares; 2022Q4: 217,806 shares; 2023Q1: 148,410 shares; 2023Q2: 147,255 shares; 2023Q3: 100,580 shares; 2023Q4: 46,058 shares 46,058 $1.85M 0.12% -54,522 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: 22,745 shares; 2022Q2: 21,532 shares; 2022Q3: 19,831 shares; 2022Q4: 18,120 shares; 2023Q1: 18,145 shares; 2023Q2: 18,002 shares; 2023Q3: 18,064 shares; 2023Q4: 17,473 shares 17,473 $1.84M 0.12% -591 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; 2022Q1: 5,407 shares; 2022Q2: 5,031 shares; 2022Q3: 5,031 shares; 2022Q4: 5,031 shares; 2023Q1: 20,021 shares; 2023Q2: 35,936 shares; 2023Q3: 36,884 shares; 2023Q4: 36,524 shares 36,524 $1.82M 0.12% -360 Timeline XJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 72,240 shares; 2022Q3: 80,905 shares; 2022Q4: 30,105 shares; 2023Q1: 12,000 shares; 2023Q2: 58,113 shares; 2023Q3: 54,068 shares; 2023Q4: 51,818 shares 51,818 $1.82M 0.12% -2,250 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: 44,589 shares; 2022Q2: 42,703 shares; 2022Q3: 43,792 shares; 2022Q4: 40,768 shares; 2023Q1: 38,117 shares; 2023Q2: 35,706 shares; 2023Q3: 35,189 shares; 2023Q4: 36,018 shares 36,018 $1.82M 0.12% +829 Timeline FDTS FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 39,931 shares; 2022Q2: 40,510 shares; 2022Q3: 40,324 shares; 2022Q4: 43,090 shares; 2023Q1: 45,117 shares; 2023Q2: 45,123 shares; 2023Q3: 45,064 shares; 2023Q4: 44,793 shares 44,793 $1.81M 0.12% -271 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 8,530 shares; 2022Q3: 34,373 shares; 2022Q4: 31,725 shares; 2023Q1: 41,160 shares; 2023Q2: 44,778 shares; 2023Q3: 39,210 shares; 2023Q4: 38,128 shares 38,128 $1.81M 0.12% -1,082 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: 29,676 shares; 2022Q2: 34,666 shares; 2022Q3: 27,157 shares; 2022Q4: 14,190 shares; 2023Q1: 13,579 shares; 2023Q2: 13,385 shares; 2023Q3: 11,640 shares; 2023Q4: 10,269 shares 10,269 $1.79M 0.12% -1,371 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 95,001 shares; 2022Q2: 59,789 shares; 2022Q3: 59,992 shares; 2022Q4: 55,024 shares; 2023Q1: 55,549 shares; 2023Q2: 53,646 shares; 2023Q3: 48,400 shares; 2023Q4: 44,703 shares 44,703 $1.78M 0.12% -3,697 Timeline XDEC FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 47,500 shares; 2023Q1: 52,200 shares; 2023Q2: 52,200 shares; 2023Q3: 52,200 shares; 2023Q4: 52,200 shares 52,200 $1.78M 0.12% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 477,057 shares; 2022Q2: 245,259 shares; 2022Q3: 254,744 shares; 2022Q4: 251,280 shares; 2023Q1: 90,701 shares; 2023Q2: 89,631 shares; 2023Q3: 89,646 shares; 2023Q4: 69,967 shares 69,967 $1.75M 0.11% -19,679 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS 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: 67,095 shares; 2023Q2: 61,970 shares; 2023Q3: 59,670 shares; 2023Q4: 53,070 shares 53,070 $1.73M 0.11% -6,600 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 200,332 shares; 2022Q2: 194,258 shares; 2022Q3: 202,950 shares; 2022Q4: 206,189 shares; 2023Q1: 210,809 shares; 2023Q2: 212,160 shares; 2023Q3: 211,627 shares; 2023Q4: 214,176 shares 214,176 $1.73M 0.11% +2,549 Timeline AVUS 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; 2022Q1: 5,821 shares; 2022Q2: 11,323 shares; 2022Q3: 33,702 shares; 2022Q4: 23,296 shares; 2023Q1: 23,288 shares; 2023Q2: 23,076 shares; 2023Q3: 21,513 shares; 2023Q4: 21,029 shares 21,029 $1.71M 0.11% -484 Timeline SGOV 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: 11,207 shares; 2022Q3: 17,460 shares; 2022Q4: 23,185 shares; 2023Q1: 15,579 shares; 2023Q2: 9,237 shares; 2023Q3: 14,898 shares; 2023Q4: 16,693 shares 16,693 $1.67M 0.11% +1,795 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: 6,994 shares; 2022Q2: 8,318 shares; 2022Q3: 10,293 shares; 2022Q4: 10,453 shares; 2023Q1: 10,169 shares; 2023Q2: 7,811 shares; 2023Q3: 7,683 shares; 2023Q4: 7,726 shares 7,726 $1.62M 0.11% +43 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: 9,745 shares; 2022Q2: 5,569 shares; 2022Q3: 5,060 shares; 2022Q4: 4,565 shares; 2023Q1: 4,532 shares; 2023Q2: 4,532 shares; 2023Q3: 4,468 shares; 2023Q4: 5,100 shares 5,100 $1.59M 0.1% +632 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: 1,742 shares; 2022Q2: 1,488 shares; 2022Q3: 1,726 shares; 2022Q4: 1,786 shares; 2023Q1: 1,775 shares; 2023Q2: 3,585 shares; 2023Q3: 3,647 shares; 2023Q4: 3,583 shares 3,583 $1.58M 0.1% -64 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: 13,492 shares; 2022Q2: 15,518 shares; 2022Q3: 13,111 shares; 2022Q4: 14,634 shares; 2023Q1: 13,924 shares; 2023Q2: 13,751 shares; 2023Q3: 13,169 shares; 2023Q4: 13,460 shares 13,460 $1.58M 0.1% +291 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 54,086 shares; 2022Q2: 43,147 shares; 2022Q3: 41,890 shares; 2022Q4: 39,362 shares; 2023Q1: 35,354 shares; 2023Q2: 35,620 shares; 2023Q3: 49,693 shares; 2023Q4: 51,788 shares 51,788 $1.58M 0.1% +2,095 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: 43,908 shares; 2022Q2: 43,172 shares; 2022Q3: 47,691 shares; 2022Q4: 45,079 shares; 2023Q1: 44,157 shares; 2023Q2: 33,713 shares; 2023Q3: 32,512 shares; 2023Q4: 31,251 shares 31,251 $1.57M 0.1% -1,261 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: 5,991 shares; 2022Q2: 11,699 shares; 2022Q3: 11,009 shares; 2022Q4: 10,580 shares; 2023Q1: 10,445 shares; 2023Q2: 10,095 shares; 2023Q3: 12,416 shares; 2023Q4: 9,934 shares 9,934 $1.57M 0.1% -2,482 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: 6,194 shares; 2022Q2: 5,597 shares; 2022Q3: 5,679 shares; 2022Q4: 6,008 shares; 2023Q1: 5,915 shares; 2023Q2: 4,018 shares; 2023Q3: 3,088 shares; 2023Q4: 2,963 shares 2,963 $1.56M 0.1% -125 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: 49,305 shares; 2022Q2: 41,902 shares; 2022Q3: 42,853 shares; 2022Q4: 43,892 shares; 2023Q1: 38,455 shares; 2023Q2: 43,932 shares; 2023Q3: 41,063 shares; 2023Q4: 39,863 shares 39,863 $1.56M 0.1% -1,200 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: 15,154 shares; 2022Q2: 7,054 shares; 2022Q3: 11,119 shares; 2022Q4: 10,973 shares; 2023Q1: 11,005 shares; 2023Q2: 10,986 shares; 2023Q3: 10,633 shares; 2023Q4: 10,407 shares 10,407 $1.54M 0.1% -226 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 99,908 shares; 2023Q1: 94,296 shares; 2023Q2: 90,559 shares; 2023Q3: 90,598 shares; 2023Q4: 90,247 shares 90,247 $1.53M 0.1% -351 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 56,805 shares; 2022Q2: 38,162 shares; 2022Q3: 35,376 shares; 2022Q4: 73,728 shares; 2023Q1: 77,921 shares; 2023Q2: 77,235 shares; 2023Q3: 76,482 shares; 2023Q4: 76,370 shares 76,370 $1.51M 0.1% -112 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: 19,858 shares; 2022Q2: 12,428 shares; 2022Q3: 11,359 shares; 2022Q4: 9,450 shares; 2023Q1: 14,225 shares; 2023Q2: 12,192 shares; 2023Q3: 11,432 shares; 2023Q4: 7,742 shares 7,742 $1.49M 0.1% -3,690 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 10,497 shares; 2022Q3: 23,665 shares; 2022Q4: 27,788 shares; 2023Q1: 27,337 shares; 2023Q2: 64,317 shares; 2023Q3: 64,362 shares; 2023Q4: 63,090 shares 63,090 $1.47M 0.1% -1,272 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: 14,882 shares; 2022Q2: 8,670 shares; 2022Q3: 7,864 shares; 2022Q4: 6,928 shares; 2023Q1: 6,676 shares; 2023Q2: 6,798 shares; 2023Q3: 45,568 shares; 2023Q4: 5,235 shares 5,235 $1.45M 0.09% -40,333 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: 46,438 shares; 2022Q2: 53,746 shares; 2022Q3: 43,554 shares; 2022Q4: 41,621 shares; 2023Q1: 41,608 shares; 2023Q2: 46,031 shares; 2023Q3: 44,916 shares; 2023Q4: 41,701 shares 41,701 $1.4M 0.09% -3,215 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 760 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,492 shares; 2023Q3: 3,522 shares; 2023Q4: 3,568 shares 3,568 $1.39M 0.09% +46 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 52,654 shares; 2023Q1: 53,532 shares; 2023Q2: 52,644 shares; 2023Q3: 69,370 shares; 2023Q4: 58,763 shares 58,763 $1.39M 0.09% -10,607 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 136,004 shares; 2022Q2: 111,653 shares; 2022Q3: 106,897 shares; 2022Q4: 98,847 shares; 2023Q1: 49,907 shares; 2023Q2: 46,866 shares; 2023Q3: 49,991 shares; 2023Q4: 31,888 shares 31,888 $1.38M 0.09% -18,103 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: 12,445 shares; 2022Q2: 12,364 shares; 2022Q3: 10,337 shares; 2022Q4: 8,853 shares; 2023Q1: 8,814 shares; 2023Q2: 8,524 shares; 2023Q3: 8,319 shares; 2023Q4: 4,735 shares 4,735 $1.36M 0.09% -3,584 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 906 shares; 2022Q2: 1,054 shares; 2022Q3: 10,697 shares; 2022Q4: 10,921 shares; 2023Q1: 10,216 shares; 2023Q2: 10,250 shares; 2023Q3: 9,770 shares; 2023Q4: 4,654 shares 4,654 $1.33M 0.09% -5,116 Timeline JULW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 145,757 shares; 2022Q4: 143,663 shares; 2023Q1: 50,829 shares; 2023Q2: 41,501 shares; 2023Q3: 42,437 shares; 2023Q4: 42,437 shares 42,437 $1.32M 0.09% 0 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: 12,230 shares; 2022Q2: 12,072 shares; 2022Q3: 12,600 shares; 2022Q4: 12,793 shares; 2023Q1: 12,858 shares; 2023Q2: 8,822 shares; 2023Q3: 8,240 shares; 2023Q4: 7,460 shares 7,460 $1.27M 0.08% -780 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: 9,399 shares; 2022Q2: 10,289 shares; 2022Q3: 9,628 shares; 2022Q4: 9,054 shares; 2023Q1: 9,114 shares; 2023Q2: 8,823 shares; 2023Q3: 8,498 shares; 2023Q4: 8,452 shares 8,452 $1.26M 0.08% -46 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES 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: 8,968 shares; 2023Q3: 9,123 shares; 2023Q4: 9,076 shares 9,076 $1.26M 0.08% -47 Timeline HDGE ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 87,476 shares; 2022Q3: 87,934 shares; 2022Q4: 83,650 shares; 2023Q1: 77,921 shares; 2023Q2: 74,939 shares; 2023Q3: 75,363 shares; 2023Q4: 65,541 shares 65,541 $1.26M 0.08% -9,822 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; 2022Q1: 10,826 shares; 2022Q2: 11,641 shares; 2022Q3: 13,741 shares; 2022Q4: 11,326 shares; 2023Q1: 11,178 shares; 2023Q2: 10,606 shares; 2023Q3: 10,286 shares; 2023Q4: 8,493 shares 8,493 $1.25M 0.08% -1,793 Timeline VCSH 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: 11,334 shares; 2022Q2: 10,719 shares; 2022Q3: 13,903 shares; 2022Q4: 13,903 shares; 2023Q1: 13,903 shares; 2023Q2: 19,704 shares; 2023Q3: 15,903 shares; 2023Q4: 16,063 shares 16,063 $1.24M 0.08% +160 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 151,038 shares; 2022Q2: 130,110 shares; 2022Q3: 83,226 shares; 2022Q4: 533,031 shares; 2023Q1: 68,292 shares; 2023Q2: 30,127 shares; 2023Q3: 26,636 shares; 2023Q4: 29,425 shares 29,425 $1.24M 0.08% +2,789 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: 18,647 shares; 2022Q2: 27,248 shares; 2022Q3: 15,270 shares; 2022Q4: 13,475 shares; 2023Q1: 13,736 shares; 2023Q2: 13,844 shares; 2023Q3: 14,869 shares; 2023Q4: 12,499 shares 12,499 $1.24M 0.08% -2,370 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF 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: 42,593 shares; 2023Q2: 43,970 shares; 2023Q3: 43,621 shares; 2023Q4: 43,801 shares 43,801 $1.24M 0.08% +180 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: 16,411 shares; 2022Q2: 12,853 shares; 2022Q3: 13,537 shares; 2022Q4: 12,901 shares; 2023Q1: 12,516 shares; 2023Q2: 9,631 shares; 2023Q3: 9,108 shares; 2023Q4: 8,243 shares 8,243 $1.21M 0.08% -865 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: 51,071 shares; 2022Q2: 42,130 shares; 2022Q3: 37,351 shares; 2022Q4: 38,317 shares; 2023Q1: 38,342 shares; 2023Q2: 38,375 shares; 2023Q3: 38,400 shares; 2023Q4: 36,977 shares 36,977 $1.2M 0.08% -1,423 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: 43,913 shares; 2022Q2: 46,982 shares; 2022Q3: 39,875 shares; 2022Q4: 16,785 shares; 2023Q1: 16,921 shares; 2023Q2: 17,112 shares; 2023Q3: 17,640 shares; 2023Q4: 24,786 shares 24,786 $1.19M 0.08% +7,146 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,653 shares; 2022Q2: 7,288 shares; 2022Q3: 2,883 shares; 2022Q4: 5,413 shares; 2023Q1: 2,839 shares; 2023Q2: 2,827 shares; 2023Q3: not reported; 2023Q4: 10,945 shares 10,945 $1.19M 0.08% new 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: 9,813 shares; 2022Q2: 9,843 shares; 2022Q3: 10,152 shares; 2022Q4: 7,595 shares; 2023Q1: 7,366 shares; 2023Q2: 7,624 shares; 2023Q3: 7,609 shares; 2023Q4: 7,373 shares 7,373 $1.16M 0.08% -236 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 44,405 shares; 2022Q2: 161,577 shares; 2022Q3: 70,367 shares; 2022Q4: 52,729 shares; 2023Q1: 52,849 shares; 2023Q2: 49,244 shares; 2023Q3: 51,459 shares; 2023Q4: 47,999 shares 47,999 $1.16M 0.08% -3,460 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 40,656 shares; 2023Q1: 50,962 shares; 2023Q2: 46,285 shares; 2023Q3: 45,700 shares; 2023Q4: 45,555 shares 45,555 $1.14M 0.07% -145 Timeline DISV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 45,128 shares; 2023Q1: 44,073 shares; 2023Q2: 44,158 shares; 2023Q3: 44,567 shares; 2023Q4: 43,755 shares 43,755 $1.13M 0.07% -812 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: 12,474 shares; 2022Q2: 6,482 shares; 2022Q3: 7,581 shares; 2022Q4: 7,208 shares; 2023Q1: 6,647 shares; 2023Q2: 5,402 shares; 2023Q3: 5,365 shares; 2023Q4: 4,249 shares 4,249 $1.12M 0.07% -1,116 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: 2,230 shares; 2022Q2: 1,985 shares; 2022Q3: 1,950 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares; 2023Q2: 1,868 shares; 2023Q3: 1,848 shares; 2023Q4: 1,859 shares 1,859 $1.11M 0.07% +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; 2022Q1: 116,917 shares; 2022Q2: 56,778 shares; 2022Q3: 56,204 shares; 2022Q4: 44,096 shares; 2023Q1: 39,765 shares; 2023Q2: 33,547 shares; 2023Q3: 29,821 shares; 2023Q4: 29,205 shares 29,205 $1.1M 0.07% -616 Timeline SPBO 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: 38,597 shares; 2023Q2: 40,834 shares; 2023Q3: 23,624 shares; 2023Q4: 37,408 shares 37,408 $1.1M 0.07% +13,784 Timeline KFY KORN FERRY More: the full row for KORN FERRY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,160 shares; 2022Q4: 12,037 shares; 2023Q1: 12,037 shares; 2023Q2: 12,037 shares; 2023Q3: 17,905 shares; 2023Q4: 17,905 shares 17,905 $1.06M 0.07% 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,353 shares; 2023Q1: 15,707 shares; 2023Q2: 14,065 shares; 2023Q3: 14,276 shares; 2023Q4: 18,017 shares 18,017 $1.05M 0.07% +3,741 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: 62,873 shares; 2022Q2: 26,513 shares; 2022Q3: 22,001 shares; 2022Q4: 16,923 shares; 2023Q1: 15,549 shares; 2023Q2: 14,068 shares; 2023Q3: 13,082 shares; 2023Q4: 11,622 shares 11,622 $1.05M 0.07% -1,460 Timeline SEMR SEMRUSH HLDGS INC More: the full row for SEMRUSH HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,510 shares; 2022Q2: 16,279 shares; 2022Q3: 13,601 shares; 2022Q4: 16,402 shares; 2023Q1: 17,069 shares; 2023Q2: 75,590 shares; 2023Q3: 76,772 shares; 2023Q4: 76,439 shares 76,439 $1.04M 0.07% -333 Timeline OCTW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,500 shares; 2022Q4: 65,035 shares; 2023Q1: 65,015 shares; 2023Q2: 30,700 shares; 2023Q3: 31,657 shares; 2023Q4: 31,657 shares 31,657 $1.04M 0.07% 0 Timeline TAFI AB ACTIVE ETFS INC More: the full row for AB ACTIVE ETFS 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: 40,425 shares 40,425 $1.02M 0.07% new 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: 29,396 shares; 2022Q2: 29,545 shares; 2022Q3: 29,702 shares; 2022Q4: 29,855 shares; 2023Q1: 29,855 shares; 2023Q2: 30,024 shares; 2023Q3: 30,215 shares; 2023Q4: 30,446 shares 30,446 $1.01M 0.07% +231 Timeline IGM 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: 2,443 shares; 2023Q1: 2,522 shares; 2023Q2: 2,521 shares; 2023Q3: 1,880 shares; 2023Q4: 2,250 shares 2,250 $1.01M 0.07% +370 Timeline DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 24,919 shares; 2022Q2: 22,291 shares; 2022Q3: 19,572 shares; 2022Q4: 18,506 shares; 2023Q1: 18,047 shares; 2023Q2: 17,445 shares; 2023Q3: 16,591 shares; 2023Q4: 15,763 shares 15,763 $1.01M 0.07% -828 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: 4,755 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 28,280 shares; 2023Q1: 28,117 shares; 2023Q2: 24,667 shares; 2023Q3: 24,667 shares; 2023Q4: 24,667 shares 24,667 $1M 0.07% 0 Timeline GDXJ 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: 18,710 shares; 2022Q2: 22,783 shares; 2022Q3: 21,769 shares; 2022Q4: 24,735 shares; 2023Q1: 23,174 shares; 2023Q2: 23,210 shares; 2023Q3: 20,724 shares; 2023Q4: 26,361 shares 26,361 $999K 0.07% +5,637 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: 75,215 shares; 2022Q2: 38,904 shares; 2022Q3: 34,018 shares; 2022Q4: 29,320 shares; 2023Q1: 25,679 shares; 2023Q2: 24,161 shares; 2023Q3: 21,589 shares; 2023Q4: 19,428 shares 19,428 $997K 0.06% -2,161 Timeline FNK FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,050 shares; 2022Q4: 8,910 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,725 shares; 2023Q4: 19,525 shares 19,525 $996K 0.06% -1,200 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 58,981 shares; 2022Q2: 54,777 shares; 2022Q3: 57,235 shares; 2022Q4: 52,015 shares; 2023Q1: 49,296 shares; 2023Q2: 48,620 shares; 2023Q3: 49,868 shares; 2023Q4: 49,797 shares 49,797 $994K 0.06% -71 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: 19,617 shares; 2022Q2: 15,972 shares; 2022Q3: 36,139 shares; 2022Q4: 34,925 shares; 2023Q1: 25,762 shares; 2023Q2: 21,278 shares; 2023Q3: 12,854 shares; 2023Q4: 7,888 shares 7,888 $987K 0.06% -4,966 Timeline TFI 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: 71,979 shares; 2022Q2: 59,866 shares; 2022Q3: 92,379 shares; 2022Q4: 126,440 shares; 2023Q1: 122,161 shares; 2023Q2: 160,971 shares; 2023Q3: 56,903 shares; 2023Q4: 20,953 shares 20,953 $985K 0.06% -35,950 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: not reported; 2023Q2: 19,000 shares; 2023Q3: 19,100 shares; 2023Q4: 18,910 shares 18,910 $983K 0.06% -190 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,954 shares; 2022Q2: 11,026 shares; 2022Q3: 10,819 shares; 2022Q4: 11,533 shares; 2023Q1: 11,157 shares; 2023Q2: 11,425 shares; 2023Q3: 11,346 shares; 2023Q4: 11,689 shares 11,689 $969K 0.06% +343 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: 5,772 shares; 2022Q2: 4,662 shares; 2022Q3: 4,255 shares; 2022Q4: 3,966 shares; 2023Q1: 3,905 shares; 2023Q2: 3,655 shares; 2023Q3: 3,358 shares; 2023Q4: 3,681 shares 3,681 $959K 0.06% +323 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,313 shares; 2022Q2: 9,218 shares; 2022Q3: 9,518 shares; 2022Q4: 9,317 shares; 2023Q1: 9,345 shares; 2023Q2: 18,024 shares; 2023Q3: 18,140 shares; 2023Q4: 18,331 shares 18,331 $954K 0.06% +191 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: not reported; 2022Q2: not reported; 2022Q3: 22,081 shares; 2022Q4: 28,653 shares; 2023Q1: 30,996 shares; 2023Q2: 67,073 shares; 2023Q3: 65,741 shares; 2023Q4: 63,802 shares 63,802 $949K 0.06% -1,939 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: 66,799 shares; 2022Q2: 43,803 shares; 2022Q3: 42,059 shares; 2022Q4: 39,479 shares; 2023Q1: 32,736 shares; 2023Q2: 30,311 shares; 2023Q3: 29,062 shares; 2023Q4: 25,183 shares 25,183 $947K 0.06% -3,879 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: 789 shares; 2022Q2: 907 shares; 2022Q3: 906 shares; 2022Q4: 895 shares; 2023Q1: 922 shares; 2023Q2: 2,349 shares; 2023Q3: 2,403 shares; 2023Q4: 2,439 shares 2,439 $941K 0.06% +36 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: 8,804 shares; 2022Q2: 6,902 shares; 2022Q3: 6,895 shares; 2022Q4: 6,470 shares; 2023Q1: 6,487 shares; 2023Q2: 6,041 shares; 2023Q3: 5,943 shares; 2023Q4: 5,986 shares 5,986 $928K 0.06% +43 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: 7,781 shares; 2022Q2: 4,901 shares; 2022Q3: 4,241 shares; 2022Q4: 2,609 shares; 2023Q1: not reported; 2023Q2: 7,313 shares; 2023Q3: 7,033 shares; 2023Q4: 7,216 shares 7,216 $921K 0.06% +183 Timeline TAIL CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 147,371 shares; 2022Q3: 150,178 shares; 2022Q4: 117,628 shares; 2023Q1: 102,980 shares; 2023Q2: 100,433 shares; 2023Q3: 89,242 shares; 2023Q4: 71,577 shares 71,577 $917K 0.06% -17,665 Timeline APRW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 39,800 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 31,184 shares; 2023Q3: 31,144 shares; 2023Q4: 30,694 shares 30,694 $906K 0.06% -450 Timeline IGF 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: 11,525 shares; 2023Q1: 12,306 shares; 2023Q2: 11,917 shares; 2023Q3: 12,783 shares; 2023Q4: 19,247 shares 19,247 $906K 0.06% +6,464 Timeline GDX 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: 42,750 shares; 2022Q2: 32,858 shares; 2022Q3: 37,424 shares; 2022Q4: 34,148 shares; 2023Q1: 35,628 shares; 2023Q2: 30,502 shares; 2023Q3: 25,425 shares; 2023Q4: 28,981 shares 28,981 $899K 0.06% +3,556 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: 574 shares; 2022Q2: 502 shares; 2022Q3: 467 shares; 2022Q4: 426 shares; 2023Q1: 405 shares; 2023Q2: 542 shares; 2023Q3: 595 shares; 2023Q4: 565 shares 565 $888K 0.06% -30 Timeline PXF 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: 22,285 shares; 2022Q2: 21,304 shares; 2022Q3: 31,325 shares; 2022Q4: 18,577 shares; 2023Q1: 18,604 shares; 2023Q2: 18,650 shares; 2023Q3: 18,674 shares; 2023Q4: 18,698 shares 18,698 $886K 0.06% +24 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,551 shares; 2022Q2: 11,498 shares; 2022Q3: 40,303 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,745 shares; 2023Q4: 16,904 shares 16,904 $879K 0.06% +11,159 Timeline FIRST TRUST MLP AND ENERGY … FIRST TRUST MLP AND ENERGY INC More: the full row for FIRST TRUST MLP AND ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 66,410 shares; 2022Q2: 64,679 shares; 2022Q3: 74,797 shares; 2022Q4: 70,000 shares; 2023Q1: 60,000 shares; 2023Q2: 60,000 shares; 2023Q3: 102,500 shares; 2023Q4: 102,500 shares 102,500 $878K 0.06% 0 ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 11,622 shares; 2023Q3: 11,720 shares; 2023Q4: 11,795 shares 11,795 $876K 0.06% +75 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: 8,292 shares; 2022Q2: 8,585 shares; 2022Q3: 10,029 shares; 2022Q4: 10,870 shares; 2023Q1: 10,611 shares; 2023Q2: 9,114 shares; 2023Q3: 9,162 shares; 2023Q4: 9,311 shares 9,311 $873K 0.06% +149 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: 23,430 shares; 2022Q2: 21,191 shares; 2022Q3: 17,441 shares; 2022Q4: 17,252 shares; 2023Q1: 16,139 shares; 2023Q2: 15,903 shares; 2023Q3: 15,048 shares; 2023Q4: 14,817 shares 14,817 $873K 0.06% -231 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,464 shares; 2022Q2: 20,515 shares; 2022Q3: 20,515 shares; 2022Q4: 20,515 shares; 2023Q1: 20,515 shares; 2023Q2: 20,515 shares; 2023Q3: 19,775 shares; 2023Q4: 19,540 shares 19,540 $872K 0.06% -235 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL 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: 15,596 shares; 2023Q3: 15,408 shares; 2023Q4: 12,827 shares 12,827 $858K 0.06% -2,581 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 65,970 shares; 2022Q2: 62,310 shares; 2022Q3: 60,639 shares; 2022Q4: 57,818 shares; 2023Q1: 51,214 shares; 2023Q2: 40,364 shares; 2023Q3: 20,282 shares; 2023Q4: 19,816 shares 19,816 $854K 0.06% -466 Timeline QJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 35,423 shares; 2023Q3: 35,403 shares; 2023Q4: 35,388 shares 35,388 $852K 0.06% -15 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: 14,129 shares; 2022Q2: 9,875 shares; 2022Q3: 5,732 shares; 2022Q4: 5,030 shares; 2023Q1: 4,537 shares; 2023Q2: 4,176 shares; 2023Q3: 4,073 shares; 2023Q4: 3,968 shares 3,968 $796K 0.05% -105 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 26,600 shares; 2023Q2: 26,600 shares; 2023Q3: 26,600 shares; 2023Q4: 24,100 shares 24,100 $796K 0.05% -2,500 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: 8,446 shares; 2022Q2: not reported; 2022Q3: 26,201 shares; 2022Q4: 27,677 shares; 2023Q1: 27,397 shares; 2023Q2: 12,905 shares; 2023Q3: 12,918 shares; 2023Q4: 12,926 shares 12,926 $796K 0.05% +8 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: 11,743 shares; 2022Q2: 11,187 shares; 2022Q3: 10,594 shares; 2022Q4: 9,452 shares; 2023Q1: 9,452 shares; 2023Q2: 9,587 shares; 2023Q3: 9,468 shares; 2023Q4: 7,128 shares 7,128 $785K 0.05% -2,340 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,991 shares; 2022Q2: 1,896 shares; 2022Q3: 2,277 shares; 2022Q4: 2,588 shares; 2023Q1: 2,422 shares; 2023Q2: 4,747 shares; 2023Q3: 4,877 shares; 2023Q4: 4,891 shares 4,891 $779K 0.05% +14 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,000 shares; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares 6,000 $777K 0.05% 0 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: 4,676 shares; 2022Q2: 4,383 shares; 2022Q3: 4,327 shares; 2022Q4: 4,346 shares; 2023Q1: 4,122 shares; 2023Q2: 2,762 shares; 2023Q3: 2,658 shares; 2023Q4: 2,619 shares 2,619 $777K 0.05% -39 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; 2022Q1: 52,939 shares; 2022Q2: 22,501 shares; 2022Q3: 18,793 shares; 2022Q4: 14,800 shares; 2023Q1: 795,810 shares; 2023Q2: 794,396 shares; 2023Q3: 521,275 shares; 2023Q4: 21,660 shares 21,660 $767K 0.05% -499,615 Timeline HYDB 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: 16,370 shares 16,370 $756K 0.05% new 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: 7,447 shares; 2022Q2: 4,394 shares; 2022Q3: 4,940 shares; 2022Q4: 4,579 shares; 2023Q1: 4,338 shares; 2023Q2: 4,234 shares; 2023Q3: 4,078 shares; 2023Q4: 3,963 shares 3,963 $755K 0.05% -115 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,356 shares; 2022Q2: 1,133 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,984 shares; 2023Q3: 3,081 shares; 2023Q4: 3,144 shares 3,144 $753K 0.05% +63 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 40,640 shares; 2022Q2: 36,660 shares; 2022Q3: 35,973 shares; 2022Q4: 28,124 shares; 2023Q1: 25,864 shares; 2023Q2: 26,205 shares; 2023Q3: 41,652 shares; 2023Q4: 37,859 shares 37,859 $752K 0.05% -3,793 Timeline DIHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 27,891 shares; 2022Q3: 40,790 shares; 2022Q4: 40,011 shares; 2023Q1: 29,758 shares; 2023Q2: 29,464 shares; 2023Q3: 29,500 shares; 2023Q4: 29,218 shares 29,218 $750K 0.05% -282 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 7,061 shares; 2022Q4: 6,961 shares; 2023Q1: 5,110 shares; 2023Q2: 4,501 shares; 2023Q3: 4,501 shares; 2023Q4: 4,501 shares 4,501 $748K 0.05% 0 Timeline ISHARES TR 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: 14,600 shares; 2023Q1: 19,857 shares; 2023Q2: 20,223 shares; 2023Q3: 22,231 shares; 2023Q4: 31,791 shares 31,791 $738K 0.05% +9,560 DFGR DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 17,588 shares; 2023Q2: 22,610 shares; 2023Q3: 23,111 shares; 2023Q4: 28,275 shares 28,275 $735K 0.05% +5,164 Timeline FTEC 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: 5,096 shares; 2022Q2: 4,824 shares; 2022Q3: 5,324 shares; 2022Q4: 5,214 shares; 2023Q1: 5,111 shares; 2023Q2: 5,111 shares; 2023Q3: 5,111 shares; 2023Q4: 5,111 shares 5,111 $734K 0.05% 0 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: 369 shares; 2022Q2: 300 shares; 2022Q3: 305 shares; 2022Q4: 251 shares; 2023Q1: 249 shares; 2023Q2: 245 shares; 2023Q3: 237 shares; 2023Q4: 202 shares 202 $717K 0.05% -35 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 74,493 shares; 2022Q2: 39,092 shares; 2022Q3: 45,775 shares; 2022Q4: 39,658 shares; 2023Q1: 40,452 shares; 2023Q2: 36,738 shares; 2023Q3: 30,099 shares; 2023Q4: 19,432 shares 19,432 $706K 0.05% -10,667 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: 2,294 shares; 2022Q2: 1,849 shares; 2022Q3: 1,864 shares; 2022Q4: 1,762 shares; 2023Q1: 1,705 shares; 2023Q2: 2,230 shares; 2023Q3: 2,238 shares; 2023Q4: 1,757 shares 1,757 $703K 0.05% -481 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: 5,186 shares; 2022Q2: 5,160 shares; 2022Q3: 5,803 shares; 2022Q4: 6,317 shares; 2023Q1: 6,321 shares; 2023Q2: 3,715 shares; 2023Q3: 3,711 shares; 2023Q4: 3,746 shares 3,746 $702K 0.05% +35 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 20,290 shares; 2023Q1: 20,150 shares; 2023Q2: 20,150 shares; 2023Q3: 20,150 shares; 2023Q4: 19,950 shares 19,950 $700K 0.05% -200 Timeline EUSA ISHARES INC More: the full row for ISHARES 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: 8,250 shares 8,250 $697K 0.05% new 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: 41,117 shares; 2022Q2: 43,071 shares; 2022Q3: 32,734 shares; 2022Q4: 34,100 shares; 2023Q1: 34,100 shares; 2023Q2: 37,000 shares; 2023Q3: 12,000 shares; 2023Q4: 13,494 shares 13,494 $692K 0.05% +1,494 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,170 shares; 2022Q2: 9,619 shares; 2022Q3: 9,619 shares; 2022Q4: 8,337 shares; 2023Q1: 8,337 shares; 2023Q2: 8,338 shares; 2023Q3: 8,148 shares; 2023Q4: 8,149 shares 8,149 $687K 0.04% +1 Timeline QLTA 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: 16,839 shares; 2023Q2: 18,942 shares; 2023Q3: 11,276 shares; 2023Q4: 14,199 shares 14,199 $683K 0.04% +2,923 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: 2,020 shares; 2022Q2: 2,049 shares; 2022Q3: 1,419 shares; 2022Q4: 1,427 shares; 2023Q1: 1,334 shares; 2023Q2: 1,648 shares; 2023Q3: 1,492 shares; 2023Q4: 1,403 shares 1,403 $683K 0.04% -89 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,629 shares; 2022Q2: 11,294 shares; 2022Q3: 12,207 shares; 2022Q4: 11,648 shares; 2023Q1: 11,589 shares; 2023Q2: 8,081 shares; 2023Q3: 7,896 shares; 2023Q4: 6,248 shares 6,248 $678K 0.04% -1,648 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 245 shares; 2023Q3: 252 shares; 2023Q4: 260 shares 260 $672K 0.04% +8 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: 9,619 shares; 2022Q2: 10,360 shares; 2022Q3: 8,747 shares; 2022Q4: 7,050 shares; 2023Q1: 6,724 shares; 2023Q2: 7,105 shares; 2023Q3: 7,159 shares; 2023Q4: 5,996 shares 5,996 $669K 0.04% -1,163 Timeline JBBB 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 13,954 shares 13,954 $669K 0.04% new 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: not reported; 2022Q2: not reported; 2022Q3: 21,155 shares; 2022Q4: 20,640 shares; 2023Q1: 20,640 shares; 2023Q2: 19,528 shares; 2023Q3: 18,733 shares; 2023Q4: 18,877 shares 18,877 $668K 0.04% +144 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: 19,554 shares; 2022Q2: 13,380 shares; 2022Q3: 10,086 shares; 2022Q4: 9,413 shares; 2023Q1: 9,820 shares; 2023Q2: 10,157 shares; 2023Q3: 10,963 shares; 2023Q4: 16,250 shares 16,250 $668K 0.04% +5,287 Timeline FTCS 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: 9,110 shares; 2022Q2: 7,070 shares; 2022Q3: 6,873 shares; 2022Q4: 7,502 shares; 2023Q1: 7,502 shares; 2023Q2: 8,302 shares; 2023Q3: 10,082 shares; 2023Q4: 8,301 shares 8,301 $664K 0.04% -1,781 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 21,907 shares; 2022Q2: 20,003 shares; 2022Q3: 20,179 shares; 2022Q4: 19,528 shares; 2023Q1: 18,862 shares; 2023Q2: 18,959 shares; 2023Q3: 18,995 shares; 2023Q4: 10,141 shares 10,141 $664K 0.04% -8,854 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 33,642 shares; 2022Q2: 33,417 shares; 2022Q3: 46,557 shares; 2022Q4: 30,127 shares; 2023Q1: 13,722 shares; 2023Q2: 13,317 shares; 2023Q3: 12,972 shares; 2023Q4: 13,100 shares 13,100 $663K 0.04% +128 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: not reported; 2022Q2: 1,495 shares; 2022Q3: 1,495 shares; 2022Q4: 1,519 shares; 2023Q1: 1,519 shares; 2023Q2: 1,515 shares; 2023Q3: 1,514 shares; 2023Q4: 2,614 shares 2,614 $659K 0.04% +1,100 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: 11,745 shares; 2022Q2: 10,397 shares; 2022Q3: 7,770 shares; 2022Q4: 8,658 shares; 2023Q1: 8,609 shares; 2023Q2: 7,774 shares; 2023Q3: 7,698 shares; 2023Q4: 6,984 shares 6,984 $657K 0.04% -714 Timeline DJUN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 31,490 shares; 2022Q3: 31,490 shares; 2022Q4: 28,890 shares; 2023Q1: 17,000 shares; 2023Q2: 17,000 shares; 2023Q3: 17,000 shares; 2023Q4: 17,000 shares 17,000 $646K 0.04% 0 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: 41,099 shares; 2022Q2: 36,405 shares; 2022Q3: 41,121 shares; 2022Q4: 34,228 shares; 2023Q1: 30,087 shares; 2023Q2: 35,311 shares; 2023Q3: 31,127 shares; 2023Q4: 22,386 shares 22,386 $644K 0.04% -8,741 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: 4,445 shares; 2022Q2: 3,692 shares; 2022Q3: 5,467 shares; 2022Q4: 4,399 shares; 2023Q1: 4,399 shares; 2023Q2: 3,213 shares; 2023Q3: 2,968 shares; 2023Q4: 2,889 shares 2,889 $643K 0.04% -79 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: 1,375 shares; 2022Q2: 1,327 shares; 2022Q3: 1,337 shares; 2022Q4: 1,238 shares; 2023Q1: 1,235 shares; 2023Q2: 1,235 shares; 2023Q3: 1,233 shares; 2023Q4: 1,206 shares 1,206 $640K 0.04% -27 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: 15,924 shares; 2022Q2: 6,172 shares; 2022Q3: 5,768 shares; 2022Q4: 5,032 shares; 2023Q1: 4,985 shares; 2023Q2: 4,847 shares; 2023Q3: 4,877 shares; 2023Q4: 3,510 shares 3,510 $632K 0.04% -1,367 Timeline VBK 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: 2,669 shares; 2022Q2: 2,641 shares; 2022Q3: 2,846 shares; 2022Q4: 2,579 shares; 2023Q1: 2,813 shares; 2023Q2: 2,606 shares; 2023Q3: 2,606 shares; 2023Q4: 2,606 shares 2,606 $630K 0.04% 0 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; 2022Q1: 4,715 shares; 2022Q2: 4,991 shares; 2022Q3: 8,754 shares; 2022Q4: 9,520 shares; 2023Q1: 9,145 shares; 2023Q2: 7,636 shares; 2023Q3: 7,464 shares; 2023Q4: 7,361 shares 7,361 $628K 0.04% -103 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,975 shares; 2022Q2: 16,975 shares; 2022Q3: 16,425 shares; 2022Q4: 15,775 shares; 2023Q1: 15,465 shares; 2023Q2: 17,783 shares; 2023Q3: 17,723 shares; 2023Q4: 17,498 shares 17,498 $627K 0.04% -225 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: 18,689 shares; 2022Q2: 18,446 shares; 2022Q3: 16,220 shares; 2022Q4: 12,850 shares; 2023Q1: 12,615 shares; 2023Q2: 12,015 shares; 2023Q3: 14,202 shares; 2023Q4: 8,034 shares 8,034 $624K 0.04% -6,168 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: 2,252 shares; 2022Q2: 2,233 shares; 2022Q3: 4,859 shares; 2022Q4: 4,860 shares; 2023Q1: 4,826 shares; 2023Q2: 2,641 shares; 2023Q3: 2,501 shares; 2023Q4: 2,758 shares 2,758 $623K 0.04% +257 Timeline ULCC FRONTIER GROUP HLDGS INC More: the full row for FRONTIER GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 31,875 shares; 2022Q4: 37,453 shares; 2023Q1: 38,427 shares; 2023Q2: 84,955 shares; 2023Q3: 94,498 shares; 2023Q4: 113,711 shares 113,711 $621K 0.04% +19,213 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: 4,258 shares; 2022Q2: 3,801 shares; 2022Q3: 4,166 shares; 2022Q4: 4,348 shares; 2023Q1: 4,390 shares; 2023Q2: 2,592 shares; 2023Q3: 2,411 shares; 2023Q4: 2,516 shares 2,516 $618K 0.04% +105 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,219 shares; 2022Q2: not reported; 2022Q3: 18,285 shares; 2022Q4: 19,065 shares; 2023Q1: 16,860 shares; 2023Q2: 16,873 shares; 2023Q3: 16,524 shares; 2023Q4: 16,317 shares 16,317 $613K 0.04% -207 Timeline VOT 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: 2,272 shares; 2022Q2: 2,012 shares; 2022Q3: 2,182 shares; 2022Q4: 2,065 shares; 2023Q1: 2,887 shares; 2023Q2: 2,748 shares; 2023Q3: 2,746 shares; 2023Q4: 2,790 shares 2,790 $613K 0.04% +44 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D 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: 425 shares; 2023Q3: 427 shares; 2023Q4: 429 shares 429 $609K 0.04% +2 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: not reported; 2022Q2: 7,693 shares; 2022Q3: 7,375 shares; 2022Q4: 7,106 shares; 2023Q1: 6,971 shares; 2023Q2: 7,171 shares; 2023Q3: 6,953 shares; 2023Q4: 7,198 shares 7,198 $606K 0.04% +245 Timeline VYMI 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: 8,749 shares; 2022Q2: 9,447 shares; 2022Q3: 9,694 shares; 2022Q4: 9,694 shares; 2023Q1: 9,694 shares; 2023Q2: 9,694 shares; 2023Q3: 9,694 shares; 2023Q4: 9,009 shares 9,009 $599K 0.04% -685 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 47,234 shares; 2022Q2: 42,715 shares; 2022Q3: 38,113 shares; 2022Q4: 27,906 shares; 2023Q1: 27,751 shares; 2023Q2: 27,751 shares; 2023Q3: 27,653 shares; 2023Q4: 27,440 shares 27,440 $598K 0.04% -213 Timeline LCTD BLACKROCK ETF TRUST More: the full row for BLACKROCK 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: 9,278 shares; 2023Q4: 13,544 shares 13,544 $592K 0.04% +4,266 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: 7,107 shares; 2022Q2: 6,286 shares; 2022Q3: 6,672 shares; 2022Q4: 6,376 shares; 2023Q1: 6,548 shares; 2023Q2: 6,828 shares; 2023Q3: 6,437 shares; 2023Q4: 4,134 shares 4,134 $589K 0.04% -2,303 Timeline ISHARES TR 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: 25,294 shares 25,294 $584K 0.04% new LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,609 shares; 2022Q2: 1,303 shares; 2022Q3: 1,315 shares; 2022Q4: 1,168 shares; 2023Q1: 1,104 shares; 2023Q2: 3,023 shares; 2023Q3: 2,985 shares; 2023Q4: 2,761 shares 2,761 $581K 0.04% -224 Timeline DFEV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 45,924 shares; 2022Q4: 27,133 shares; 2023Q1: 24,513 shares; 2023Q2: 24,632 shares; 2023Q3: 24,626 shares; 2023Q4: 23,026 shares 23,026 $580K 0.04% -1,600 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: 38,507 shares; 2022Q2: 8,336 shares; 2022Q3: 20,634 shares; 2022Q4: 6,861 shares; 2023Q1: 5,790 shares; 2023Q2: 7,805 shares; 2023Q3: 7,698 shares; 2023Q4: 9,119 shares 9,119 $577K 0.04% +1,421 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: 5,237 shares; 2022Q2: 4,640 shares; 2022Q3: 4,374 shares; 2022Q4: 4,320 shares; 2023Q1: 3,797 shares; 2023Q2: 3,671 shares; 2023Q3: 3,942 shares; 2023Q4: 3,507 shares 3,507 $574K 0.04% -435 Timeline CLOA BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST 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: 8,110 shares; 2023Q4: 11,118 shares 11,118 $570K 0.04% +3,008 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: 9,082 shares; 2022Q2: 7,793 shares; 2022Q3: 8,733 shares; 2022Q4: 8,210 shares; 2023Q1: not reported; 2023Q2: 10,647 shares; 2023Q3: 22,247 shares; 2023Q4: 18,247 shares 18,247 $569K 0.04% -4,000 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: 75,981 shares; 2022Q2: 84,280 shares; 2022Q3: 102,983 shares; 2022Q4: 45,092 shares; 2023Q1: 36,710 shares; 2023Q2: 72,252 shares; 2023Q3: 2,685 shares; 2023Q4: 5,890 shares 5,890 $568K 0.04% +3,205 Timeline DESPEGAR COM CORP DESPEGAR COM CORP More: the full row for DESPEGAR COM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 39,640 shares; 2022Q2: not reported; 2022Q3: 65,531 shares; 2022Q4: 75,630 shares; 2023Q1: 76,286 shares; 2023Q2: 58,191 shares; 2023Q3: 58,677 shares; 2023Q4: 59,799 shares 59,799 $566K 0.04% +1,122 DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 20,899 shares; 2022Q2: 9,869 shares; 2022Q3: 10,475 shares; 2022Q4: 26,250 shares; 2023Q1: 26,126 shares; 2023Q2: 20,735 shares; 2023Q3: not reported; 2023Q4: 21,260 shares 21,260 $563K 0.04% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,679 shares; 2022Q2: 7,330 shares; 2022Q3: 6,397 shares; 2022Q4: 4,719 shares; 2023Q1: 4,433 shares; 2023Q2: 3,673 shares; 2023Q3: 3,574 shares; 2023Q4: 3,883 shares 3,883 $562K 0.04% +309 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,539 shares; 2022Q2: 8,295 shares; 2022Q3: 8,295 shares; 2022Q4: 8,379 shares; 2023Q1: 8,393 shares; 2023Q2: 8,404 shares; 2023Q3: 8,404 shares; 2023Q4: 8,479 shares 8,479 $558K 0.04% +75 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: 9,700 shares; 2022Q2: 9,381 shares; 2022Q3: 9,891 shares; 2022Q4: 8,524 shares; 2023Q1: 8,644 shares; 2023Q2: 7,013 shares; 2023Q3: 7,056 shares; 2023Q4: 6,872 shares 6,872 $557K 0.04% -184 Timeline SPIRIT AIRLS INC SPIRIT AIRLS INC More: the full row for SPIRIT AIRLS 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: 30,626 shares; 2023Q3: 31,756 shares; 2023Q4: 33,946 shares 33,946 $556K 0.04% +2,190 DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,454 shares; 2022Q2: 9,543 shares; 2022Q3: 10,195 shares; 2022Q4: 10,095 shares; 2023Q1: 10,130 shares; 2023Q2: 10,090 shares; 2023Q3: 10,190 shares; 2023Q4: 10,276 shares 10,276 $553K 0.04% +86 Timeline BIL 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: 35,841 shares; 2022Q4: 32,770 shares; 2023Q1: 22,172 shares; 2023Q2: 8,535 shares; 2023Q3: 4,206 shares; 2023Q4: 6,021 shares 6,021 $550K 0.04% +1,815 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: 16,669 shares; 2022Q2: 15,177 shares; 2022Q3: 13,147 shares; 2022Q4: 11,060 shares; 2023Q1: 10,262 shares; 2023Q2: 11,758 shares; 2023Q3: 11,926 shares; 2023Q4: 12,546 shares 12,546 $550K 0.04% +620 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 12,871 shares; 2022Q2: 15,780 shares; 2022Q3: 13,304 shares; 2022Q4: 10,443 shares; 2023Q1: 10,436 shares; 2023Q2: 10,626 shares; 2023Q3: 12,540 shares; 2023Q4: 11,385 shares 11,385 $546K 0.04% -1,155 Timeline SPTS 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: 64,909 shares; 2022Q2: 57,034 shares; 2022Q3: 24,554 shares; 2022Q4: 21,740 shares; 2023Q1: 20,440 shares; 2023Q2: 20,140 shares; 2023Q3: 19,340 shares; 2023Q4: 18,691 shares 18,691 $543K 0.04% -649 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE 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: 559 shares; 2023Q3: 564 shares; 2023Q4: 568 shares 568 $540K 0.04% +4 Timeline DEHP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL 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: 22,535 shares; 2023Q1: 23,385 shares; 2023Q2: 24,074 shares; 2023Q3: 23,984 shares; 2023Q4: 22,220 shares 22,220 $539K 0.04% -1,764 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,813 shares; 2023Q3: 3,915 shares; 2023Q4: 4,006 shares 4,006 $532K 0.03% +91 Timeline CAR AVIS BUDGET GROUP INC More: the full row for AVIS BUDGET GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares 3,000 $532K 0.03% 0 Timeline PXH 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: 34,670 shares; 2022Q2: 34,682 shares; 2022Q3: 34,944 shares; 2022Q4: 32,715 shares; 2023Q1: 32,759 shares; 2023Q2: 31,785 shares; 2023Q3: 31,783 shares; 2023Q4: 27,769 shares 27,769 $530K 0.03% -4,014 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA 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: 1,235 shares; 2023Q3: 1,259 shares; 2023Q4: 1,284 shares 1,284 $529K 0.03% +25 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: 3,648 shares; 2022Q2: 5,686 shares; 2022Q3: 5,443 shares; 2022Q4: 4,870 shares; 2023Q1: 4,413 shares; 2023Q2: 4,231 shares; 2023Q3: 4,209 shares; 2023Q4: 4,103 shares 4,103 $513K 0.03% -106 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: 3,416 shares; 2022Q2: 177,472 shares; 2022Q3: 154,087 shares; 2022Q4: 6,498 shares; 2023Q1: 4,670 shares; 2023Q2: 4,502 shares; 2023Q3: 4,240 shares; 2023Q4: 4,991 shares 4,991 $509K 0.03% +751 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 28,368 shares; 2022Q4: 28,368 shares; 2023Q1: 28,368 shares; 2023Q2: 28,368 shares; 2023Q3: 27,368 shares; 2023Q4: 27,430 shares 27,430 $509K 0.03% +62 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,401 shares; 2022Q2: 10,401 shares; 2022Q3: 10,401 shares; 2022Q4: 10,401 shares; 2023Q1: 10,401 shares; 2023Q2: 10,404 shares; 2023Q3: 10,404 shares; 2023Q4: 10,404 shares 10,404 $508K 0.03% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,640 shares; 2022Q2: 4,798 shares; 2022Q3: 5,555 shares; 2022Q4: 3,948 shares; 2023Q1: 4,175 shares; 2023Q2: 4,926 shares; 2023Q3: 5,031 shares; 2023Q4: 4,374 shares 4,374 $508K 0.03% -657 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; 2022Q1: 22,787 shares; 2022Q2: 9,359 shares; 2022Q3: 8,250 shares; 2022Q4: 7,541 shares; 2023Q1: 5,758 shares; 2023Q2: 5,644 shares; 2023Q3: 5,278 shares; 2023Q4: 4,453 shares 4,453 $508K 0.03% -825 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,863 shares; 2023Q1: 7,530 shares; 2023Q2: 8,330 shares; 2023Q3: 7,934 shares; 2023Q4: 7,884 shares 7,884 $506K 0.03% -50 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: 7,859 shares; 2022Q2: 6,704 shares; 2022Q3: 4,360 shares; 2022Q4: 9,413 shares; 2023Q1: 9,353 shares; 2023Q2: 5,622 shares; 2023Q3: 5,561 shares; 2023Q4: 4,936 shares 4,936 $498K 0.03% -625 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 621,436 shares; 2022Q2: 702,864 shares; 2022Q3: 459,397 shares; 2022Q4: 44,451 shares; 2023Q1: 32,582 shares; 2023Q2: 27,965 shares; 2023Q3: 8,362 shares; 2023Q4: 18,855 shares 18,855 $498K 0.03% +10,493 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: 10,858 shares; 2022Q2: 7,401 shares; 2022Q3: 7,002 shares; 2022Q4: 5,303 shares; 2023Q1: 5,347 shares; 2023Q2: 5,167 shares; 2023Q3: 5,509 shares; 2023Q4: 5,623 shares 5,623 $497K 0.03% +114 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: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,663 shares 3,663 $496K 0.03% new Timeline IBDR 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: 20,755 shares 20,755 $496K 0.03% new Timeline SGDM SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 27,775 shares; 2022Q2: 27,475 shares; 2022Q3: 27,475 shares; 2022Q4: 27,709 shares; 2023Q1: 21,322 shares; 2023Q2: 19,601 shares; 2023Q3: 19,574 shares; 2023Q4: 19,842 shares 19,842 $496K 0.03% +268 Timeline LDSF FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 26,245 shares; 2023Q1: 26,245 shares; 2023Q2: 26,245 shares; 2023Q3: 26,245 shares; 2023Q4: 26,245 shares 26,245 $495K 0.03% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,474 shares; 2022Q2: 1,419 shares; 2022Q3: 1,390 shares; 2022Q4: 966 shares; 2023Q1: 966 shares; 2023Q2: 966 shares; 2023Q3: 966 shares; 2023Q4: 966 shares 966 $494K 0.03% 0 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: 2,906 shares; 2022Q2: 2,683 shares; 2022Q3: 2,626 shares; 2022Q4: 2,233 shares; 2023Q1: 2,235 shares; 2023Q2: 2,109 shares; 2023Q3: 2,110 shares; 2023Q4: 2,115 shares 2,115 $493K 0.03% +5 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 11,054 shares; 2022Q2: 11,164 shares; 2022Q3: 13,010 shares; 2022Q4: 12,707 shares; 2023Q1: 12,828 shares; 2023Q2: 13,408 shares; 2023Q3: 13,287 shares; 2023Q4: 13,287 shares 13,287 $491K 0.03% 0 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: 4,609 shares; 2022Q3: 4,610 shares; 2022Q4: 4,600 shares; 2023Q1: 4,593 shares; 2023Q2: 4,568 shares; 2023Q3: 6,477 shares; 2023Q4: 6,370 shares 6,370 $490K 0.03% -107 Timeline IUSB 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: 10,603 shares 10,603 $488K 0.03% new 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; 2022Q1: 4,613 shares; 2022Q2: 4,290 shares; 2022Q3: 4,113 shares; 2022Q4: 3,935 shares; 2023Q1: 3,949 shares; 2023Q2: 3,976 shares; 2023Q3: 4,001 shares; 2023Q4: 3,980 shares 3,980 $481K 0.03% -21 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: 1,917 shares; 2022Q2: 1,983 shares; 2022Q3: 2,651 shares; 2022Q4: 3,020 shares; 2023Q1: 3,012 shares; 2023Q2: 2,302 shares; 2023Q3: 2,344 shares; 2023Q4: 2,414 shares 2,414 $479K 0.03% +70 Timeline VUSB 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,524 shares; 2023Q2: 9,724 shares; 2023Q3: 9,660 shares; 2023Q4: 9,660 shares 9,660 $478K 0.03% 0 Timeline EMLC 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 18,660 shares 18,660 $473K 0.03% new Timeline XSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 68,626 shares; 2022Q4: 65,555 shares; 2023Q1: 12,524 shares; 2023Q2: 12,524 shares; 2023Q3: 13,124 shares; 2023Q4: 13,124 shares 13,124 $471K 0.03% 0 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: 3,458 shares; 2022Q2: 2,912 shares; 2022Q3: 2,211 shares; 2022Q4: 2,011 shares; 2023Q1: 2,016 shares; 2023Q2: 1,492 shares; 2023Q3: 1,401 shares; 2023Q4: 1,338 shares 1,338 $470K 0.03% -63 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,307 shares; 2022Q4: 9,411 shares; 2023Q1: 9,199 shares; 2023Q2: 9,623 shares; 2023Q3: 9,565 shares; 2023Q4: 8,111 shares 8,111 $469K 0.03% -1,454 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,575 shares; 2022Q2: 14,500 shares; 2022Q3: 16,050 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,145 shares 16,145 $469K 0.03% new 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: 2,305 shares; 2022Q2: 2,169 shares; 2022Q3: 2,266 shares; 2022Q4: 2,178 shares; 2023Q1: 1,999 shares; 2023Q2: 1,948 shares; 2023Q3: 1,904 shares; 2023Q4: 1,586 shares 1,586 $469K 0.03% -318 Timeline STRA STRATEGIC ED INC More: the full row for STRATEGIC ED 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: 4,775 shares; 2023Q3: 5,015 shares; 2023Q4: 5,074 shares 5,074 $469K 0.03% +59 Timeline JANW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 51,536 shares; 2022Q2: 51,536 shares; 2022Q3: 15,510 shares; 2022Q4: not reported; 2023Q1: 18,800 shares; 2023Q2: 18,500 shares; 2023Q3: 15,850 shares; 2023Q4: 15,450 shares 15,450 $468K 0.03% -400 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM 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: 7,122 shares; 2023Q3: 7,042 shares; 2023Q4: 5,100 shares 5,100 $465K 0.03% -1,942 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: 9,240 shares; 2022Q2: 9,038 shares; 2022Q3: 6,215 shares; 2022Q4: 3,619 shares; 2023Q1: 3,437 shares; 2023Q2: 3,458 shares; 2023Q3: 3,475 shares; 2023Q4: 3,476 shares 3,476 $463K 0.03% +1 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: 14,175 shares; 2022Q2: 9,650 shares; 2022Q3: 8,551 shares; 2022Q4: 6,548 shares; 2023Q1: 5,042 shares; 2023Q2: 4,998 shares; 2023Q3: 4,785 shares; 2023Q4: 3,390 shares 3,390 $462K 0.03% -1,395 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: 3,031 shares; 2022Q2: 4,011 shares; 2022Q3: 4,042 shares; 2022Q4: 4,826 shares; 2023Q1: 5,067 shares; 2023Q2: 5,685 shares; 2023Q3: 6,247 shares; 2023Q4: 4,893 shares 4,893 $456K 0.03% -1,354 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 23,333 shares; 2022Q4: 26,333 shares; 2023Q1: 49,966 shares; 2023Q2: 52,328 shares; 2023Q3: 24,636 shares; 2023Q4: 36,286 shares 36,286 $454K 0.03% +11,650 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: not reported; 2022Q2: not reported; 2022Q3: 5,475 shares; 2022Q4: 6,068 shares; 2023Q1: 6,115 shares; 2023Q2: 6,046 shares; 2023Q3: 6,128 shares; 2023Q4: 6,202 shares 6,202 $454K 0.03% +74 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: 5,105 shares; 2022Q2: 5,413 shares; 2022Q3: 5,593 shares; 2022Q4: not reported; 2023Q1: 99,795 shares; 2023Q2: 98,201 shares; 2023Q3: 79,998 shares; 2023Q4: 8,873 shares 8,873 $449K 0.03% -71,125 Timeline SGDJ SPROTT ETF TRUST More: the full row for SPROTT ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 9,315 shares; 2022Q2: 10,719 shares; 2022Q3: 10,890 shares; 2022Q4: 11,068 shares; 2023Q1: 13,809 shares; 2023Q2: 15,659 shares; 2023Q3: 15,659 shares; 2023Q4: 15,158 shares 15,158 $446K 0.03% -501 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: 2,903 shares; 2022Q2: 3,227 shares; 2022Q3: 3,970 shares; 2022Q4: 4,569 shares; 2023Q1: 4,436 shares; 2023Q2: 2,808 shares; 2023Q3: 2,848 shares; 2023Q4: 2,926 shares 2,926 $445K 0.03% +78 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: 3,522 shares; 2022Q2: 3,392 shares; 2022Q3: 3,342 shares; 2022Q4: 3,342 shares; 2023Q1: 3,347 shares; 2023Q2: 3,347 shares; 2023Q3: 3,342 shares; 2023Q4: 3,236 shares 3,236 $440K 0.03% -106 Timeline SCHR 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: 5,347 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,821 shares 8,821 $439K 0.03% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,000 shares; 2022Q2: 6,000 shares; 2022Q3: 6,000 shares; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 4,500 shares; 2023Q4: 4,500 shares 4,500 $426K 0.03% 0 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; 2022Q1: 2,776 shares; 2022Q2: 1,952 shares; 2022Q3: 1,952 shares; 2022Q4: 1,952 shares; 2023Q1: 1,952 shares; 2023Q2: 1,952 shares; 2023Q3: 1,952 shares; 2023Q4: 1,952 shares 1,952 $426K 0.03% 0 Timeline SAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 20,000 shares; 2023Q4: 20,000 shares 20,000 $424K 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: 11,746 shares; 2022Q2: 10,846 shares; 2022Q3: 9,656 shares; 2022Q4: 8,295 shares; 2023Q1: 8,108 shares; 2023Q2: 6,142 shares; 2023Q3: 5,815 shares; 2023Q4: 5,858 shares 5,858 $424K 0.03% +43 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 976 shares; 2022Q2: 1,005 shares; 2022Q3: 989 shares; 2022Q4: 1,785 shares; 2023Q1: 1,782 shares; 2023Q2: 1,714 shares; 2023Q3: 1,432 shares; 2023Q4: 1,395 shares 1,395 $423K 0.03% -37 Timeline SLYV 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: 4,901 shares; 2022Q2: 4,912 shares; 2022Q3: 4,932 shares; 2022Q4: 4,950 shares; 2023Q1: 4,958 shares; 2023Q2: 4,970 shares; 2023Q3: 4,991 shares; 2023Q4: 5,022 shares 5,022 $418K 0.03% +31 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 57,684 shares; 2022Q2: 42,342 shares; 2022Q3: 36,948 shares; 2022Q4: 25,990 shares; 2023Q1: 28,099 shares; 2023Q2: 27,429 shares; 2023Q3: 33,305 shares; 2023Q4: 9,503 shares 9,503 $418K 0.03% -23,802 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: not reported; 2022Q2: 9,021 shares; 2022Q3: 8,386 shares; 2022Q4: 7,534 shares; 2023Q1: 7,539 shares; 2023Q2: 7,686 shares; 2023Q3: 7,493 shares; 2023Q4: 7,495 shares 7,495 $417K 0.03% +2 Timeline VWOB 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 6,447 shares 6,447 $411K 0.03% new Timeline ETF MANAGERS TR ETF MANAGERS TR More: the full row for ETF MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 37,574 shares; 2022Q2: 33,011 shares; 2022Q3: 53,495 shares; 2022Q4: 63,261 shares; 2023Q1: 62,793 shares; 2023Q2: 72,915 shares; 2023Q3: 78,300 shares; 2023Q4: 40,704 shares 40,704 $407K 0.03% -37,596 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 7,323 shares; 2022Q2: 7,701 shares; 2022Q3: 7,253 shares; 2022Q4: 5,439 shares; 2023Q1: 5,096 shares; 2023Q2: 5,100 shares; 2023Q3: 5,080 shares; 2023Q4: 3,166 shares 3,166 $401K 0.03% -1,914 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,238 shares; 2023Q3: 1,238 shares; 2023Q4: 1,654 shares 1,654 $398K 0.03% +416 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: 10,472 shares; 2022Q2: 18,872 shares; 2022Q3: 19,104 shares; 2022Q4: 17,572 shares; 2023Q1: 9,103 shares; 2023Q2: 8,594 shares; 2023Q3: 6,319 shares; 2023Q4: 5,479 shares 5,479 $395K 0.03% -840 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY 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: 22,615 shares; 2023Q3: 23,071 shares; 2023Q4: 23,643 shares 23,643 $394K 0.03% +572 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: 7,936 shares; 2022Q2: 7,277 shares; 2022Q3: 6,752 shares; 2022Q4: not reported; 2023Q1: 2,239 shares; 2023Q2: 3,733 shares; 2023Q3: 3,670 shares; 2023Q4: 2,426 shares 2,426 $393K 0.03% -1,244 Timeline HYLS 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: 15,980 shares; 2022Q2: 16,228 shares; 2022Q3: 16,494 shares; 2022Q4: 9,051 shares; 2023Q1: 9,158 shares; 2023Q2: 9,257 shares; 2023Q3: 9,362 shares; 2023Q4: 9,457 shares 9,457 $393K 0.03% +95 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: 9,016 shares; 2022Q2: 10,001 shares; 2022Q3: 9,572 shares; 2022Q4: 9,206 shares; 2023Q1: 8,749 shares; 2023Q2: 8,615 shares; 2023Q3: 8,489 shares; 2023Q4: 6,469 shares 6,469 $393K 0.03% -2,020 Timeline SUSA 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: 4,306 shares; 2022Q4: 4,286 shares; 2023Q1: 4,288 shares; 2023Q2: 4,290 shares; 2023Q3: 3,906 shares; 2023Q4: 3,895 shares 3,895 $391K 0.03% -11 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: not reported; 2022Q2: not reported; 2022Q3: 3,278 shares; 2022Q4: 3,212 shares; 2023Q1: 3,182 shares; 2023Q2: 3,042 shares; 2023Q3: 3,021 shares; 2023Q4: 3,047 shares 3,047 $387K 0.03% +26 Timeline FDL 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: 10,510 shares; 2023Q1: 14,009 shares; 2023Q2: 10,774 shares; 2023Q3: 10,774 shares; 2023Q4: 10,774 shares 10,774 $387K 0.03% 0 Timeline INVESCO INVESCO More: the full row for INVESCO 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: 15,622 shares 15,622 $383K 0.02% new NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 29,525 shares; 2022Q2: 24,676 shares; 2022Q3: 24,862 shares; 2022Q4: 18,726 shares; 2023Q1: 18,705 shares; 2023Q2: 18,241 shares; 2023Q3: 18,339 shares; 2023Q4: 15,542 shares 15,542 $382K 0.02% -2,797 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: 925 shares; 2022Q2: 1,225 shares; 2022Q3: 1,226 shares; 2022Q4: 1,225 shares; 2023Q1: 1,225 shares; 2023Q2: 1,169 shares; 2023Q3: 1,225 shares; 2023Q4: 1,225 shares 1,225 $380K 0.02% 0 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; 2022Q1: 14,312 shares; 2022Q2: 12,830 shares; 2022Q3: 16,213 shares; 2022Q4: 17,163 shares; 2023Q1: 18,562 shares; 2023Q2: 5,575 shares; 2023Q3: 4,604 shares; 2023Q4: 5,516 shares 5,516 $380K 0.02% +912 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 6,236 shares; 2022Q3: 6,361 shares; 2022Q4: 6,306 shares; 2023Q1: 4,913 shares; 2023Q2: 6,168 shares; 2023Q3: 8,782 shares; 2023Q4: 6,899 shares 6,899 $378K 0.02% -1,883 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: 5,025 shares; 2022Q2: 4,848 shares; 2022Q3: 4,365 shares; 2022Q4: 3,969 shares; 2023Q1: 3,935 shares; 2023Q2: 3,779 shares; 2023Q3: 3,601 shares; 2023Q4: 2,112 shares 2,112 $378K 0.02% -1,489 Timeline BSJQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD 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: 16,257 shares 16,257 $376K 0.02% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH 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: 2,736 shares; 2023Q3: 2,861 shares; 2023Q4: 2,956 shares 2,956 $376K 0.02% +95 Timeline SCHP 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: 10,985 shares; 2022Q2: 3,752 shares; 2022Q3: 4,440 shares; 2022Q4: 4,265 shares; 2023Q1: 4,265 shares; 2023Q2: 4,299 shares; 2023Q3: 4,345 shares; 2023Q4: 7,202 shares 7,202 $376K 0.02% +2,857 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,824 shares; 2022Q2: 3,507 shares; 2022Q3: 4,659 shares; 2022Q4: 3,500 shares; 2023Q1: 3,496 shares; 2023Q2: 3,404 shares; 2023Q3: 3,386 shares; 2023Q4: 2,903 shares 2,903 $373K 0.02% -483 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,413 shares; 2022Q2: 16,846 shares; 2022Q3: 15,802 shares; 2022Q4: 15,281 shares; 2023Q1: 15,178 shares; 2023Q2: 14,337 shares; 2023Q3: 14,389 shares; 2023Q4: 12,474 shares 12,474 $370K 0.02% -1,915 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,732 shares; 2022Q2: 2,958 shares; 2022Q3: 2,975 shares; 2022Q4: 3,100 shares; 2023Q1: 3,098 shares; 2023Q2: 3,143 shares; 2023Q3: 3,157 shares; 2023Q4: 2,696 shares 2,696 $369K 0.02% -461 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 850 shares; 2022Q2: 850 shares; 2022Q3: 850 shares; 2022Q4: 850 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $367K 0.02% 0 Timeline ABEQ UNIFIED SER TR More: the full row for UNIFIED SER 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: 12,793 shares; 2023Q4: 12,848 shares 12,848 $364K 0.02% +55 Timeline PCT PURECYCLE TECHNOLOGIES INC More: the full row for PURECYCLE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 73,278 shares; 2022Q2: 74,374 shares; 2022Q3: 74,363 shares; 2022Q4: 67,864 shares; 2023Q1: 64,712 shares; 2023Q2: 90,004 shares; 2023Q3: 84,794 shares; 2023Q4: 89,282 shares 89,282 $362K 0.02% +4,488 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: 1,461 shares; 2022Q2: 1,687 shares; 2022Q3: 1,639 shares; 2022Q4: 1,613 shares; 2023Q1: 1,534 shares; 2023Q2: 1,391 shares; 2023Q3: 1,396 shares; 2023Q4: 1,423 shares 1,423 $360K 0.02% +27 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 13,360 shares 13,360 $355K 0.02% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES 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: 7,447 shares; 2023Q3: 7,747 shares; 2023Q4: 8,106 shares 8,106 $343K 0.02% +359 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,015 shares; 2022Q2: 10,225 shares; 2022Q3: 13,243 shares; 2022Q4: 9,107 shares; 2023Q1: 9,075 shares; 2023Q2: 8,736 shares; 2023Q3: 8,786 shares; 2023Q4: 7,854 shares 7,854 $343K 0.02% -932 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,331 shares; 2022Q2: 2,164 shares; 2022Q3: 1,563 shares; 2022Q4: 1,363 shares; 2023Q1: 1,363 shares; 2023Q2: 1,355 shares; 2023Q3: 1,362 shares; 2023Q4: 1,168 shares 1,168 $340K 0.02% -194 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,469 shares; 2023Q1: 5,423 shares; 2023Q2: 6,775 shares; 2023Q3: 6,344 shares; 2023Q4: 6,504 shares 6,504 $339K 0.02% +160 Timeline KOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,820 shares; 2023Q1: 11,820 shares; 2023Q2: 11,820 shares; 2023Q3: 11,820 shares; 2023Q4: 12,295 shares 12,295 $338K 0.02% +475 Timeline FSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 19,173 shares; 2022Q2: not reported; 2022Q3: 24,418 shares; 2022Q4: 20,329 shares; 2023Q1: 9,032 shares; 2023Q2: 8,282 shares; 2023Q3: 8,282 shares; 2023Q4: 8,282 shares 8,282 $333K 0.02% 0 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: 2,496 shares; 2022Q2: 2,340 shares; 2022Q3: 2,383 shares; 2022Q4: 2,341 shares; 2023Q1: 2,344 shares; 2023Q2: 2,033 shares; 2023Q3: 2,014 shares; 2023Q4: 1,947 shares 1,947 $332K 0.02% -67 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: 8,248 shares; 2022Q2: 6,858 shares; 2022Q3: 6,484 shares; 2022Q4: 6,336 shares; 2023Q1: 6,190 shares; 2023Q2: 6,170 shares; 2023Q3: 5,484 shares; 2023Q4: 5,027 shares 5,027 $331K 0.02% -457 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: 2,763 shares; 2022Q2: 2,363 shares; 2022Q3: 2,223 shares; 2022Q4: 2,069 shares; 2023Q1: 2,024 shares; 2023Q2: 1,692 shares; 2023Q3: 1,632 shares; 2023Q4: 1,528 shares 1,528 $330K 0.02% -104 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP 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: 4,577 shares; 2023Q4: 4,008 shares 4,008 $327K 0.02% -569 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: 1,786 shares; 2022Q2: 447 shares; 2022Q3: not reported; 2022Q4: 303 shares; 2023Q1: not reported; 2023Q2: 359 shares; 2023Q3: 327 shares; 2023Q4: 402 shares 402 $327K 0.02% +75 IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,047 shares; 2022Q2: 3,577 shares; 2022Q3: 3,398 shares; 2022Q4: 2,868 shares; 2023Q1: 3,068 shares; 2023Q2: 2,847 shares; 2023Q3: 2,847 shares; 2023Q4: 2,847 shares 2,847 $325K 0.02% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,967 shares; 2022Q2: 4,241 shares; 2022Q3: 6,285 shares; 2022Q4: 4,764 shares; 2023Q1: 4,787 shares; 2023Q2: 2,909 shares; 2023Q3: 2,859 shares; 2023Q4: 2,861 shares 2,861 $322K 0.02% +2 DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,391 shares; 2023Q1: 4,586 shares; 2023Q2: 4,566 shares; 2023Q3: 4,566 shares; 2023Q4: 4,558 shares 4,558 $320K 0.02% -8 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: 5,240 shares; 2022Q2: 4,839 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,058 shares; 2023Q2: 5,738 shares; 2023Q3: 5,738 shares; 2023Q4: 5,530 shares 5,530 $317K 0.02% -208 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: 2,396 shares; 2022Q2: 1,627 shares; 2022Q3: 1,363 shares; 2022Q4: 909 shares; 2023Q1: 887 shares; 2023Q2: 701 shares; 2023Q3: 651 shares; 2023Q4: 652 shares 652 $316K 0.02% +1 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,509 shares; 2022Q2: 6,509 shares; 2022Q3: 6,447 shares; 2022Q4: 6,447 shares; 2023Q1: 6,447 shares; 2023Q2: 6,450 shares; 2023Q3: 6,450 shares; 2023Q4: 6,326 shares 6,326 $312K 0.02% -124 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,459 shares; 2022Q2: 5,576 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,965 shares; 2023Q2: 6,127 shares; 2023Q3: 6,262 shares; 2023Q4: 6,274 shares 6,274 $309K 0.02% +12 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: 1,284 shares; 2022Q2: 1,221 shares; 2022Q3: 1,274 shares; 2022Q4: 1,126 shares; 2023Q1: 1,126 shares; 2023Q2: 1,126 shares; 2023Q3: 1,121 shares; 2023Q4: 1,334 shares 1,334 $309K 0.02% +213 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,258 shares; 2022Q2: 2,088 shares; 2022Q3: 2,585 shares; 2022Q4: 2,330 shares; 2023Q1: 2,144 shares; 2023Q2: 2,264 shares; 2023Q3: 4,563 shares; 2023Q4: 4,124 shares 4,124 $308K 0.02% -439 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: 15,215 shares; 2022Q2: 14,078 shares; 2022Q3: 17,186 shares; 2022Q4: 17,551 shares; 2023Q1: 20,362 shares; 2023Q2: 19,887 shares; 2023Q3: 14,289 shares; 2023Q4: 4,056 shares 4,056 $306K 0.02% -10,233 Timeline XOP 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: 4,982 shares; 2022Q2: 3,321 shares; 2022Q3: 3,341 shares; 2022Q4: 2,228 shares; 2023Q1: 2,228 shares; 2023Q2: 2,228 shares; 2023Q3: 2,228 shares; 2023Q4: 2,228 shares 2,228 $305K 0.02% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,198 shares; 2022Q2: 5,997 shares; 2022Q3: 5,636 shares; 2022Q4: 5,822 shares; 2023Q1: 5,982 shares; 2023Q2: 6,187 shares; 2023Q3: 6,222 shares; 2023Q4: 6,408 shares 6,408 $305K 0.02% +186 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: 33,680 shares; 2022Q2: 22,963 shares; 2022Q3: 23,098 shares; 2022Q4: 14,301 shares; 2023Q1: 12,606 shares; 2023Q2: 14,462 shares; 2023Q3: 16,419 shares; 2023Q4: 11,525 shares 11,525 $304K 0.02% -4,894 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET 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: 10,021 shares; 2023Q2: 11,579 shares; 2023Q3: 10,717 shares; 2023Q4: 10,717 shares 10,717 $303K 0.02% 0 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; 2022Q1: 1,567 shares; 2022Q2: not reported; 2022Q3: 1,852 shares; 2022Q4: 2,129 shares; 2023Q1: 2,118 shares; 2023Q2: 2,116 shares; 2023Q3: 2,146 shares; 2023Q4: 2,180 shares 2,180 $303K 0.02% +34 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY 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: 2,225 shares; 2023Q1: 2,208 shares; 2023Q2: 2,032 shares; 2023Q3: 2,049 shares; 2023Q4: 2,093 shares 2,093 $299K 0.02% +44 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: 7,211 shares; 2022Q2: 5,348 shares; 2022Q3: 4,418 shares; 2022Q4: 3,870 shares; 2023Q1: 3,870 shares; 2023Q2: 3,728 shares; 2023Q3: 3,728 shares; 2023Q4: 3,728 shares 3,728 $295K 0.02% 0 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: 4,969 shares; 2023Q2: 4,970 shares; 2023Q3: 4,918 shares; 2023Q4: 4,775 shares 4,775 $292K 0.02% -143 Timeline SIZE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,306 shares; 2022Q2: 2,306 shares; 2022Q3: 2,306 shares; 2022Q4: 2,227 shares; 2023Q1: 2,211 shares; 2023Q2: 2,211 shares; 2023Q3: 2,211 shares; 2023Q4: 2,211 shares 2,211 $292K 0.02% 0 Timeline IGRO 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: 14,807 shares; 2022Q3: 6,691 shares; 2022Q4: 4,904 shares; 2023Q1: 4,985 shares; 2023Q2: 4,934 shares; 2023Q3: 4,659 shares; 2023Q4: 4,474 shares 4,474 $289K 0.02% -185 Timeline BALL BALL CORP More: the full row for BALL 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: 4,569 shares; 2023Q3: 4,784 shares; 2023Q4: 5,001 shares 5,001 $288K 0.02% +217 Timeline AVDE 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; 2022Q1: not reported; 2022Q2: 14,594 shares; 2022Q3: 43,590 shares; 2022Q4: 5,797 shares; 2023Q1: 5,080 shares; 2023Q2: 5,077 shares; 2023Q3: 5,074 shares; 2023Q4: 4,714 shares 4,714 $285K 0.02% -360 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: 1,518 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,222 shares 1,222 $284K 0.02% new Timeline GJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI 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: 8,616 shares; 2023Q2: 8,616 shares; 2023Q3: 8,616 shares; 2023Q4: 8,216 shares 8,216 $283K 0.02% -400 Timeline AVEM 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 31,367 shares; 2022Q4: 14,439 shares; 2023Q1: 6,635 shares; 2023Q2: 6,665 shares; 2023Q3: 5,250 shares; 2023Q4: 4,985 shares 4,985 $281K 0.02% -265 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: 923 shares; 2022Q2: 925 shares; 2022Q3: 939 shares; 2022Q4: 946 shares; 2023Q1: 928 shares; 2023Q2: 930 shares; 2023Q3: 906 shares; 2023Q4: 1,023 shares 1,023 $280K 0.02% +117 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: 4,055 shares; 2022Q2: 3,835 shares; 2022Q3: 3,876 shares; 2022Q4: 3,851 shares; 2023Q1: 3,637 shares; 2023Q2: 3,422 shares; 2023Q3: 2,906 shares; 2023Q4: 2,880 shares 2,880 $280K 0.02% -26 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,254 shares; 2022Q2: 2,607 shares; 2022Q3: 2,607 shares; 2022Q4: 2,612 shares; 2023Q1: 2,613 shares; 2023Q2: 2,614 shares; 2023Q3: 2,380 shares; 2023Q4: 2,384 shares 2,384 $277K 0.02% +4 Timeline SCHG 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: 16,319 shares; 2022Q2: 6,154 shares; 2022Q3: 7,359 shares; 2022Q4: 5,368 shares; 2023Q1: 5,489 shares; 2023Q2: 3,863 shares; 2023Q3: 3,282 shares; 2023Q4: 3,282 shares 3,282 $272K 0.02% 0 Timeline EDIV 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; 2022Q1: 12,175 shares; 2022Q2: 12,700 shares; 2022Q3: not reported; 2022Q4: 9,155 shares; 2023Q1: 9,155 shares; 2023Q2: 9,155 shares; 2023Q3: 8,855 shares; 2023Q4: 8,330 shares 8,330 $271K 0.02% -525 Timeline SDOG 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: 4,960 shares; 2022Q2: 5,011 shares; 2022Q3: 5,059 shares; 2022Q4: 5,108 shares; 2023Q1: 5,164 shares; 2023Q2: 5,221 shares; 2023Q3: 5,282 shares; 2023Q4: 5,282 shares 5,282 $271K 0.02% 0 Timeline VCIT 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: 4,026 shares; 2022Q3: 8,382 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,330 shares 3,330 $271K 0.02% new 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: 59,970 shares; 2022Q2: 47,576 shares; 2022Q3: 39,824 shares; 2022Q4: 30,234 shares; 2023Q1: 32,288 shares; 2023Q2: 25,031 shares; 2023Q3: 21,909 shares; 2023Q4: 16,108 shares 16,108 $270K 0.02% -5,801 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,490 shares; 2022Q2: not reported; 2022Q3: 5,706 shares; 2022Q4: not reported; 2023Q1: 6,946 shares; 2023Q2: 5,252 shares; 2023Q3: 5,252 shares; 2023Q4: 5,138 shares 5,138 $269K 0.02% -114 Timeline Vital Energy Inc Vital Energy Inc More: the full row for Vital Energy 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: 5,727 shares; 2023Q3: 5,745 shares; 2023Q4: 5,881 shares 5,881 $268K 0.02% +136 ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 2,928 shares; 2022Q2: 2,839 shares; 2022Q3: 2,720 shares; 2022Q4: 2,323 shares; 2023Q1: 1,978 shares; 2023Q2: 1,933 shares; 2023Q3: 1,906 shares; 2023Q4: 1,906 shares 1,906 $267K 0.02% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,482 shares; 2022Q2: 3,986 shares; 2022Q3: 4,102 shares; 2022Q4: 3,195 shares; 2023Q1: 2,731 shares; 2023Q2: 2,603 shares; 2023Q3: 2,603 shares; 2023Q4: 2,603 shares 2,603 $265K 0.02% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 4,662 shares; 2022Q2: 4,260 shares; 2022Q3: not reported; 2022Q4: 3,644 shares; 2023Q1: 3,250 shares; 2023Q2: 3,250 shares; 2023Q3: 4,268 shares; 2023Q4: 3,750 shares 3,750 $263K 0.02% -518 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: not reported; 2022Q2: not reported; 2022Q3: 6,880 shares; 2022Q4: 6,880 shares; 2023Q1: 6,880 shares; 2023Q2: 6,880 shares; 2023Q3: 6,967 shares; 2023Q4: 6,167 shares 6,167 $262K 0.02% -800 Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 6,015 shares; 2022Q2: 6,116 shares; 2022Q3: 6,336 shares; 2022Q4: 4,965 shares; 2023Q1: 5,322 shares; 2023Q2: 4,941 shares; 2023Q3: 4,067 shares; 2023Q4: 4,105 shares 4,105 $261K 0.02% +38 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE 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: 8,710 shares; 2023Q2: 8,710 shares; 2023Q3: 8,710 shares; 2023Q4: 8,710 shares 8,710 $260K 0.02% 0 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: 6,857 shares; 2022Q2: 6,733 shares; 2022Q3: 4,268 shares; 2022Q4: 1,770 shares; 2023Q1: 1,713 shares; 2023Q2: 1,728 shares; 2023Q3: 1,962 shares; 2023Q4: 1,952 shares 1,952 $254K 0.02% -10 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: 4,798 shares; 2022Q2: 4,483 shares; 2022Q3: 4,483 shares; 2022Q4: 4,483 shares; 2023Q1: 4,483 shares; 2023Q2: 4,390 shares; 2023Q3: 4,390 shares; 2023Q4: 4,162 shares 4,162 $253K 0.02% -228 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: 33,095 shares; 2022Q2: 19,775 shares; 2022Q3: 10,095 shares; 2022Q4: 7,220 shares; 2023Q1: 5,719 shares; 2023Q2: 4,982 shares; 2023Q3: 3,299 shares; 2023Q4: 1,903 shares 1,903 $249K 0.02% -1,396 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 8,784 shares; 2022Q2: 7,407 shares; 2022Q3: 9,160 shares; 2022Q4: 10,387 shares; 2023Q1: 10,387 shares; 2023Q2: 9,889 shares; 2023Q3: 9,946 shares; 2023Q4: 8,488 shares 8,488 $249K 0.02% -1,458 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 63,091 shares; 2022Q2: 46,889 shares; 2022Q3: 14,026 shares; 2022Q4: 9,266 shares; 2023Q1: 9,235 shares; 2023Q2: 9,209 shares; 2023Q3: 7,943 shares; 2023Q4: 4,560 shares 4,560 $246K 0.02% -3,383 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: 49,987 shares; 2022Q2: 9,750 shares; 2022Q3: not reported; 2022Q4: 8,750 shares; 2023Q1: 8,750 shares; 2023Q2: 8,750 shares; 2023Q3: 8,750 shares; 2023Q4: 8,750 shares 8,750 $245K 0.02% 0 Timeline COPX 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: 6,900 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,525 shares; 2023Q1: 6,525 shares; 2023Q2: 6,525 shares; 2023Q3: 6,525 shares; 2023Q4: 6,525 shares 6,525 $245K 0.02% 0 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 106 shares 106 $242K 0.02% new 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; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 7,123 shares 7,123 $242K 0.02% 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: 424 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 321 shares; 2023Q3: not reported; 2023Q4: 303 shares 303 $237K 0.02% new SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 664 shares; 2022Q2: 6,500 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,168 shares; 2023Q3: 3,849 shares; 2023Q4: 2,987 shares 2,987 $233K 0.02% -862 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,018 shares; 2023Q3: 10,075 shares; 2023Q4: 9,332 shares 9,332 $233K 0.02% -743 FXO 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: 13,350 shares; 2022Q2: 14,750 shares; 2022Q3: 5,775 shares; 2022Q4: 22,345 shares; 2023Q1: 22,325 shares; 2023Q2: 16,975 shares; 2023Q3: 6,350 shares; 2023Q4: 5,350 shares 5,350 $232K 0.02% -1,000 Timeline QQQJ 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: not reported; 2023Q1: 8,524 shares; 2023Q2: 8,524 shares; 2023Q3: 8,524 shares; 2023Q4: 8,524 shares 8,524 $230K 0.01% 0 Timeline IBHF 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: 10,020 shares 10,020 $230K 0.01% new Timeline CONSOL ENERGY INC NEW CONSOL ENERGY INC NEW More: the full row for CONSOL ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,295 shares; 2022Q4: 3,347 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,277 shares; 2023Q4: 2,277 shares 2,277 $229K 0.01% 0 SSO PROSHARES TR More: the full row for PROSHARES 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: 3,712 shares; 2023Q3: not reported; 2023Q4: 3,517 shares 3,517 $229K 0.01% new Timeline KRP KIMBELL RTY PARTNERS LP More: the full row for KIMBELL RTY PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,166 shares; 2022Q2: 13,576 shares; 2022Q3: 13,799 shares; 2022Q4: 14,195 shares; 2023Q1: 14,243 shares; 2023Q2: 14,555 shares; 2023Q3: 14,726 shares; 2023Q4: 15,197 shares 15,197 $229K 0.01% +471 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: 10,930 shares; 2022Q2: 8,278 shares; 2022Q3: 9,391 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,941 shares 2,941 $228K 0.01% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 3,716 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,351 shares; 2023Q2: 4,900 shares; 2023Q3: 7,219 shares; 2023Q4: 4,999 shares 4,999 $226K 0.01% -2,220 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 1,710 shares; 2022Q2: 1,719 shares; 2022Q3: 1,683 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,456 shares; 2023Q4: 1,442 shares 1,442 $224K 0.01% -14 Timeline FEM FIRST TR EXCH TRD ALPHDX FD More: the full row for FIRST TR EXCH TRD ALPHDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 23,896 shares; 2022Q2: 10,567 shares; 2022Q3: 10,341 shares; 2022Q4: 10,294 shares; 2023Q1: 10,315 shares; 2023Q2: 10,319 shares; 2023Q3: 10,589 shares; 2023Q4: 10,079 shares 10,079 $223K 0.01% -510 Timeline IWX 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: 3,163 shares 3,163 $222K 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: 22,318 shares; 2022Q2: 16,339 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,472 shares; 2023Q4: 5,489 shares 5,489 $221K 0.01% +17 Timeline BUXX EA SERIES TRUST More: the full row for EA 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: not reported; 2023Q4: 10,827 shares 10,827 $219K 0.01% new 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: 12,393 shares; 2022Q2: 12,393 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,372 shares 3,372 $218K 0.01% new Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,961 shares; 2023Q1: 4,957 shares; 2023Q2: 3,673 shares; 2023Q3: 3,694 shares; 2023Q4: 3,154 shares 3,154 $217K 0.01% -540 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: 2,063 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,091 shares; 2023Q3: not reported; 2023Q4: 2,069 shares 2,069 $216K 0.01% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 16,474 shares; 2022Q2: 15,324 shares; 2022Q3: 14,616 shares; 2022Q4: 15,516 shares; 2023Q1: 11,087 shares; 2023Q2: 11,087 shares; 2023Q3: 11,087 shares; 2023Q4: 11,274 shares 11,274 $216K 0.01% +187 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 459 shares 459 $212K 0.01% new Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,260 shares; 2022Q2: 10,245 shares; 2022Q3: 7,330 shares; 2022Q4: 7,330 shares; 2023Q1: 7,330 shares; 2023Q2: 3,680 shares; 2023Q3: 3,680 shares; 2023Q4: 3,240 shares 3,240 $212K 0.01% -440 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: 7,683 shares; 2022Q2: 8,162 shares; 2022Q3: 7,496 shares; 2022Q4: 3,459 shares; 2023Q1: 3,458 shares; 2023Q2: 14,088 shares; 2023Q3: not reported; 2023Q4: 2,803 shares 2,803 $211K 0.01% new 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; 2022Q1: 1,654 shares; 2022Q2: 1,521 shares; 2022Q3: 2,179 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 714 shares 714 $211K 0.01% new 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: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 613 shares 613 $207K 0.01% new Timeline NVBW AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 25,750 shares; 2023Q1: not reported; 2023Q2: 7,200 shares; 2023Q3: not reported; 2023Q4: 7,200 shares 7,200 $205K 0.01% new 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: 4,004 shares; 2022Q2: 4,004 shares; 2022Q3: 4,709 shares; 2022Q4: 4,996 shares; 2023Q1: 4,550 shares; 2023Q2: 2,827 shares; 2023Q3: 2,792 shares; 2023Q4: 1,712 shares 1,712 $204K 0.01% -1,080 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 4,687 shares; 2023Q3: not reported; 2023Q4: 5,273 shares 5,273 $204K 0.01% new Timeline LMBS 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: 12,154 shares; 2022Q2: 4,899 shares; 2022Q3: 5,352 shares; 2022Q4: 5,296 shares; 2023Q1: 5,171 shares; 2023Q2: 5,171 shares; 2023Q3: 5,171 shares; 2023Q4: 4,181 shares 4,181 $202K 0.01% -990 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 5,669 shares; 2022Q2: 5,645 shares; 2022Q3: 6,127 shares; 2022Q4: 7,583 shares; 2023Q1: 7,285 shares; 2023Q2: 6,934 shares; 2023Q3: 9,954 shares; 2023Q4: 2,318 shares 2,318 $201K 0.01% -7,636 Timeline SOUTHWESTERN ENERGY CO SOUTHWESTERN ENERGY CO More: the full row for SOUTHWESTERN ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 71,700 shares; 2022Q2: 71,700 shares; 2022Q3: 73,815 shares; 2022Q4: 74,209 shares; 2023Q1: 70,450 shares; 2023Q2: 38,400 shares; 2023Q3: 38,400 shares; 2023Q4: 27,700 shares 27,700 $181K 0.01% -10,700 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: 47,094 shares; 2022Q2: 21,184 shares; 2022Q3: 21,522 shares; 2022Q4: 18,756 shares; 2023Q1: 17,995 shares; 2023Q2: 16,107 shares; 2023Q3: 14,519 shares; 2023Q4: 14,297 shares 14,297 $174K 0.01% -222 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: 37,209 shares; 2022Q2: 28,336 shares; 2022Q3: 12,735 shares; 2022Q4: 12,954 shares; 2023Q1: 11,901 shares; 2023Q2: 12,126 shares; 2023Q3: 12,353 shares; 2023Q4: 12,578 shares 12,578 $174K 0.01% +225 Timeline AESI ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS 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: 10,000 shares 10,000 $172K 0.01% new Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P 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: 12,230 shares; 2023Q4: 12,230 shares 12,230 $159K 0.01% 0 PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 104,053 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 14,710 shares; 2023Q4: 14,710 shares 14,710 $139K 0.01% 0 CRK COMSTOCK RES INC More: the full row for COMSTOCK RES 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: 10,000 shares; 2023Q3: not reported; 2023Q4: 15,124 shares 15,124 $134K 0.01% new Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,010 shares; 2022Q2: 12,498 shares; 2022Q3: 10,075 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13,088 shares; 2023Q3: 11,409 shares; 2023Q4: 10,238 shares 10,238 $89.9K 0.01% -1,171 Timeline HTZWW HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 14,939 shares; 2022Q2: 14,939 shares; 2022Q3: 14,939 shares; 2022Q4: 14,874 shares; 2023Q1: 14,874 shares; 2023Q2: 14,874 shares; 2023Q3: 14,929 shares; 2023Q4: 14,874 shares 14,874 $81.5K 0.01% -55 Timeline TEI TEMPLETON EMERGING MKTS INCO More: the full row for TEMPLETON EMERGING MKTS INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,284 shares; 2022Q2: 12,872 shares; 2022Q3: 13,266 shares; 2022Q4: 13,628 shares; 2023Q1: 14,002 shares; 2023Q2: 14,399 shares; 2023Q3: 14,819 shares; 2023Q4: 15,241 shares 15,241 $77.7K 0.01% +422 Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 10,305 shares; 2022Q2: 10,352 shares; 2022Q3: 10,416 shares; 2022Q4: 10,461 shares; 2023Q1: 10,496 shares; 2023Q2: 10,549 shares; 2023Q3: 10,611 shares; 2023Q4: 10,669 shares 10,669 $72.8K <0.01% +58 Timeline IAUX I-80 GOLD CORP More: the full row for I-80 GOLD 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: 22,860 shares 22,860 $40.2K <0.01% new Timeline SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 20,791 shares; 2022Q3: 85,160 shares; 2022Q4: 71,652 shares; 2023Q1: 70,802 shares; 2023Q2: 69,026 shares; 2023Q3: 196,951 shares; 2023Q4: 166,999 shares 166,999 $33.9K <0.01% -29,952 NGD NEW GOLD INC More: the full row for NEW GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 13,745 shares; 2022Q2: 13,745 shares; 2022Q3: 13,745 shares; 2022Q4: 13,745 shares; 2023Q1: 13,745 shares; 2023Q2: 13,745 shares; 2023Q3: 13,745 shares; 2023Q4: 13,745 shares 13,745 $20.1K <0.01% 0 Timeline Allbirds Inc Allbirds Inc More: the full row for Allbirds 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: 10,210 shares; 2023Q2: 13,649 shares; 2023Q3: 18,488 shares; 2023Q4: 14,901 shares 14,901 $18.3K <0.01% -3,587 PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 15,524 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,436 shares; 2023Q2: 12,097 shares; 2023Q3: 19,498 shares; 2023Q4: 17,024 shares 17,024 $17K <0.01% -2,474 Timeline MSP RECOVERY INC MSP RECOVERY INC More: the full row for MSP RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: not reported; 2022Q2: 4,021,322 shares; 2022Q3: 3,653,229 shares; 2022Q4: 3,528,207 shares; 2023Q1: 3,444,760 shares; 2023Q2: 3,307,979 shares; 2023Q3: 3,115,580 shares; 2023Q4: 2,948,183 shares 2,948,183 $13.9K <0.01% -167,397 TRINITY BIOTECH PLC TRINITY BIOTECH PLC More: the full row for TRINITY BIOTECH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: 30,200 shares; 2022Q2: 30,200 shares; 2022Q3: 30,200 shares; 2022Q4: 30,200 shares; 2023Q1: 30,200 shares; 2023Q2: 30,200 shares; 2023Q3: 30,200 shares; 2023Q4: 30,200 shares 30,200 $13K <0.01% 0 NIKOLA CORP NIKOLA CORP More: the full row for NIKOLA 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: 10,200 shares 10,200 $8.92K <0.01% new COMSTOCK INC COMSTOCK INC More: the full row for COMSTOCK 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: 10,048 shares; 2023Q3: 10,048 shares; 2023Q4: 10,048 shares 10,048 $5.51K <0.01% 0