JEFFERIES GROUP INC JEFFERIES GROUP INC More: the full row for JEFFERIES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 918,881 shares; 2024Q1: 918,881 shares; 2024Q2: 918,881 shares; 2024Q3: 918,881 shares; 2024Q4: 919,081 shares 919,081 $721K 25.49% +200 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,887 shares; 2024Q1: 10,391 shares; 2024Q2: 95,115 shares; 2024Q3: 80,748 shares; 2024Q4: 78,718 shares 78,718 $106K 3.74% -2,030 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,827 shares; 2024Q1: 4,838 shares; 2024Q2: 4,575 shares; 2024Q3: 40,350 shares; 2024Q4: 39,735 shares 39,735 $92.1K 3.26% -615 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,789 shares; 2024Q1: 27,330 shares; 2024Q2: 26,670 shares; 2024Q3: 28,558 shares; 2024Q4: 28,562 shares 28,562 $71.5K 2.53% +4 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,130 shares; 2024Q1: 13,075 shares; 2024Q2: 13,308 shares; 2024Q3: 13,119 shares; 2024Q4: 13,149 shares 13,149 $55.4K 1.96% +30 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,155 shares; 2024Q1: 25,390 shares; 2024Q2: 25,255 shares; 2024Q3: 24,875 shares; 2024Q4: 24,805 shares 24,805 $54.4K 1.93% -70 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 75,416 shares; 2024Q1: 80,221 shares; 2024Q2: 78,884 shares; 2024Q3: 77,596 shares; 2024Q4: 228,160 shares 228,160 $52.9K 1.87% +150,564 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,452 shares; 2024Q1: 21,594 shares; 2024Q2: 21,612 shares; 2024Q3: 21,387 shares; 2024Q4: 21,342 shares 21,342 $51.2K 1.81% -45 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,538 shares; 2024Q1: 5,542 shares; 2024Q2: 5,577 shares; 2024Q3: 5,316 shares; 2024Q4: 5,313 shares 5,313 $48.7K 1.72% -3 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,910 shares; 2024Q1: 24,585 shares; 2024Q2: 24,905 shares; 2024Q3: 24,420 shares; 2024Q4: 24,315 shares 24,315 $46.3K 1.64% -105 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,800 shares; 2024Q1: 15,900 shares; 2024Q2: 15,950 shares; 2024Q3: 15,800 shares; 2024Q4: 15,775 shares 15,775 $46.2K 1.63% -25 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,855 shares; 2024Q1: 27,875 shares; 2024Q2: 27,825 shares; 2024Q3: 27,090 shares; 2024Q4: 26,935 shares 26,935 $44.9K 1.59% -155 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,444 shares; 2024Q1: 7,378 shares; 2024Q2: 6,697 shares; 2024Q3: 5,842 shares; 2024Q4: 5,762 shares 5,762 $44.5K 1.57% -80 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 54,583 shares; 2024Q1: 56,718 shares; 2024Q2: 58,868 shares; 2024Q3: 59,473 shares; 2024Q4: 59,418 shares 59,418 $42.6K 1.51% -55 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,217 shares; 2024Q1: 13,477 shares; 2024Q2: 14,662 shares; 2024Q3: 14,282 shares; 2024Q4: 14,267 shares 14,267 $42.3K 1.5% -15 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,013 shares; 2024Q1: 9,060 shares; 2024Q2: 9,769 shares; 2024Q3: 9,639 shares; 2024Q4: 9,654 shares 9,654 $37.6K 1.33% +15 Timeline ACCENTURE LTD ACCENTURE LTD More: the full row for ACCENTURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,961 shares; 2024Q1: 10,011 shares; 2024Q2: 9,571 shares; 2024Q3: 9,611 shares; 2024Q4: 9,646 shares 9,646 $33.9K 1.2% +35 HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,655 shares; 2024Q1: 8,680 shares; 2024Q2: 8,285 shares; 2024Q3: 7,920 shares; 2024Q4: 7,902 shares 7,902 $33.1K 1.17% -18 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,716 shares; 2024Q1: 8,981 shares; 2024Q2: 9,585 shares; 2024Q3: 9,850 shares; 2024Q4: 9,880 shares 9,880 $28.7K 1.01% +30 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,047 shares; 2024Q1: 16,192 shares; 2024Q2: 16,889 shares; 2024Q3: 16,964 shares; 2024Q4: 17,034 shares 17,034 $28.6K 1.01% +70 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,763 shares; 2024Q1: 22,678 shares; 2024Q2: 23,555 shares; 2024Q3: 24,349 shares; 2024Q4: 24,564 shares 24,564 $27.8K 0.98% +215 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,943 shares; 2024Q1: 18,083 shares; 2024Q2: 17,811 shares; 2024Q3: 18,706 shares; 2024Q4: 18,924 shares 18,924 $27.4K 0.97% +218 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 108,558 shares; 2024Q1: 108,558 shares; 2024Q2: 108,511 shares; 2024Q3: 108,511 shares; 2024Q4: 108,511 shares 108,511 $27.1K 0.96% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,519 shares; 2024Q1: 12,644 shares; 2024Q2: 12,644 shares; 2024Q3: 12,454 shares; 2024Q4: 12,509 shares 12,509 $26.6K 0.94% +55 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,633 shares; 2024Q1: 20,633 shares; 2024Q2: 21,208 shares; 2024Q3: 21,073 shares; 2024Q4: 21,088 shares 21,088 $26.1K 0.92% +15 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29,310 shares; 2024Q1: 29,635 shares; 2024Q2: 30,965 shares; 2024Q3: 34,572 shares; 2024Q4: 34,612 shares 34,612 $25.6K 0.91% +40 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,216 shares; 2024Q1: 20,236 shares; 2024Q2: 19,476 shares; 2024Q3: 18,761 shares; 2024Q4: 18,731 shares 18,731 $25.5K 0.9% -30 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 27,212 shares; 2024Q1: 27,132 shares; 2024Q2: 27,592 shares; 2024Q3: 27,457 shares; 2024Q4: 27,547 shares 27,547 $25K 0.89% +90 Timeline CITIGROUP INC CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,643 shares; 2024Q1: 26,038 shares; 2024Q2: 31,493 shares; 2024Q3: 34,993 shares; 2024Q4: 35,178 shares 35,178 $24.8K 0.88% +185 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50,890 shares; 2024Q1: 51,430 shares; 2024Q2: 51,350 shares; 2024Q3: 51,565 shares; 2024Q4: 51,410 shares 51,410 $24.4K 0.86% -155 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,691 shares; 2024Q1: 9,776 shares; 2024Q2: 10,296 shares; 2024Q3: 10,461 shares; 2024Q4: 10,411 shares 10,411 $23.9K 0.85% -50 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,114 shares; 2024Q1: 4,704 shares; 2024Q2: 5,038 shares; 2024Q3: 4,965 shares; 2024Q4: 4,895 shares 4,895 $23.8K 0.84% -70 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,168 shares; 2024Q1: 17,108 shares; 2024Q2: 15,793 shares; 2024Q3: 15,788 shares; 2024Q4: 16,018 shares 16,018 $23.2K 0.82% +230 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18,129 shares; 2024Q1: 18,129 shares; 2024Q2: 18,129 shares; 2024Q3: 26,984 shares; 2024Q4: 27,359 shares 27,359 $23.1K 0.82% +375 Timeline WISCONSIN ENERGY CORP WISCONSIN ENERGY CORP More: the full row for WISCONSIN ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,700 shares; 2024Q1: 10,390 shares; 2024Q2: 16,675 shares; 2024Q3: 24,195 shares; 2024Q4: 24,575 shares 24,575 $23.1K 0.82% +380 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,492 shares; 2024Q1: 12,007 shares; 2024Q2: 13,352 shares; 2024Q3: 13,447 shares; 2024Q4: 13,982 shares 13,982 $22.7K 0.8% +535 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,477 shares; 2024Q1: 8,536 shares; 2024Q2: 8,953 shares; 2024Q3: 8,823 shares; 2024Q4: 8,623 shares 8,623 $22.5K 0.8% -200 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,870 shares; 2024Q1: 11,390 shares; 2024Q2: 11,540 shares; 2024Q3: 11,545 shares; 2024Q4: 11,590 shares 11,590 $21.7K 0.77% +45 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,045 shares; 2024Q1: 21,185 shares; 2024Q2: 23,088 shares; 2024Q3: 33,788 shares; 2024Q4: 42,079 shares 42,079 $21.2K 0.75% +8,291 Timeline MERCK &COINC MERCK &COINC More: the full row for MERCK &COINC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,233 shares; 2024Q1: 19,453 shares; 2024Q2: 19,408 shares; 2024Q3: 19,777 shares; 2024Q4: 20,092 shares 20,092 $20K 0.71% +315 FIDELITY NATIONAL FINANCIAL FIDELITY NATIONAL FINANCIAL More: the full row for FIDELITY NATIONAL FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,198 shares; 2024Q1: 35,198 shares; 2024Q2: 35,198 shares; 2024Q3: 35,198 shares; 2024Q4: 35,198 shares 35,198 $19.8K 0.7% 0 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,489 shares; 2024Q1: 11,654 shares; 2024Q2: 11,849 shares; 2024Q3: 12,339 shares; 2024Q4: 12,579 shares 12,579 $19.1K 0.68% +240 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,544 shares; 2024Q1: 24,824 shares; 2024Q2: 27,105 shares; 2024Q3: 29,395 shares; 2024Q4: 29,885 shares 29,885 $19.1K 0.67% +490 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 22,045 shares; 2024Q1: 22,720 shares; 2024Q2: 23,015 shares; 2024Q3: 23,590 shares; 2024Q4: 69,630 shares 69,630 $19K 0.67% +46,040 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,522 shares; 2024Q1: 5,287 shares; 2024Q2: 5,227 shares; 2024Q3: 5,267 shares; 2024Q4: 5,202 shares 5,202 $18.9K 0.67% -65 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,634 shares; 2024Q1: 5,699 shares; 2024Q2: 5,559 shares; 2024Q3: 5,463 shares; 2024Q4: 5,458 shares 5,458 $18.6K 0.66% -5 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,958 shares; 2024Q1: 13,208 shares; 2024Q2: 18,348 shares; 2024Q3: 18,653 shares; 2024Q4: 18,778 shares 18,778 $18.3K 0.65% +125 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,950 shares; 2024Q1: 16,230 shares; 2024Q2: 16,280 shares; 2024Q3: 16,115 shares; 2024Q4: 16,207 shares 16,207 $17.4K 0.62% +92 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35,467 shares; 2024Q1: 35,912 shares; 2024Q2: 34,769 shares; 2024Q3: 29,523 shares; 2024Q4: 29,235 shares 29,235 $17.3K 0.61% -288 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,080 shares; 2024Q1: 7,175 shares; 2024Q2: 7,235 shares; 2024Q3: 7,473 shares; 2024Q4: 7,683 shares 7,683 $17K 0.6% +210 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,300 shares; 2024Q1: 16,110 shares; 2024Q2: 16,520 shares; 2024Q3: 16,370 shares; 2024Q4: 16,325 shares 16,325 $16.7K 0.59% -45 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46,375 shares; 2024Q1: 47,150 shares; 2024Q2: 57,315 shares; 2024Q3: 55,160 shares; 2024Q4: 55,595 shares 55,595 $15.6K 0.55% +435 ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,396 shares; 2024Q1: 9,546 shares; 2024Q2: 9,083 shares; 2024Q3: 8,903 shares; 2024Q4: 8,683 shares 8,683 $15.4K 0.55% -220 Timeline Target Corporation Target Corporation More: the full row for Target Corporation Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,223 shares; 2024Q1: 11,388 shares; 2024Q2: 11,388 shares; 2024Q3: 11,283 shares; 2024Q4: 11,375 shares 11,375 $15.4K 0.54% +92 ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,498 shares; 2024Q1: 1,588 shares; 2024Q2: 2,202 shares; 2024Q3: 2,483 shares; 2024Q4: 2,163 shares 2,163 $15K 0.53% -320 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,720 shares; 2024Q1: 16,015 shares; 2024Q2: 16,015 shares; 2024Q3: 35,380 shares; 2024Q4: 35,595 shares 35,595 $14.2K 0.5% +215 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,065 shares; 2024Q1: 4,190 shares; 2024Q2: 4,190 shares; 2024Q3: 4,190 shares; 2024Q4: 7,360 shares 7,360 $12.9K 0.46% +3,170 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,812 shares; 2024Q1: 6,595 shares; 2024Q2: 6,591 shares; 2024Q3: 6,166 shares; 2024Q4: 6,551 shares 6,551 $12.5K 0.44% +385 Timeline SCHY SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 62,398 shares; 2024Q1: 64,218 shares; 2024Q2: 63,948 shares; 2024Q3: 54,323 shares; 2024Q4: 53,208 shares 53,208 $12.3K 0.44% -1,115 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,600 shares; 2024Q1: 14,600 shares; 2024Q2: 14,600 shares; 2024Q3: 14,600 shares; 2024Q4: 14,600 shares 14,600 $11.8K 0.42% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,960 shares; 2024Q1: 1,960 shares; 2024Q2: 1,975 shares; 2024Q3: 1,975 shares; 2024Q4: 1,975 shares 1,975 $10.4K 0.37% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 375 shares; 2024Q1: 480 shares; 2024Q2: 1,645 shares; 2024Q3: 1,645 shares; 2024Q4: 1,645 shares 1,645 $9.63K 0.34% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,235 shares; 2024Q1: 9,235 shares; 2024Q2: 9,235 shares; 2024Q3: 9,210 shares; 2024Q4: 9,210 shares 9,210 $9.53K 0.34% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,570 shares; 2024Q1: 10,570 shares; 2024Q2: 11,210 shares; 2024Q3: 11,695 shares; 2024Q4: 11,615 shares 11,615 $8.88K 0.31% -80 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,125 shares; 2024Q1: 7,185 shares; 2024Q2: 7,185 shares; 2024Q3: 7,185 shares; 2024Q4: 7,545 shares 7,545 $8.53K 0.3% +360 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,101 shares; 2024Q1: 3,001 shares; 2024Q2: 3,001 shares; 2024Q3: 3,001 shares; 2024Q4: 15,005 shares 15,005 $7.96K 0.28% +12,004 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 9,331 shares; 2024Q1: 9,610 shares; 2024Q2: 9,187 shares; 2024Q3: 13,877 shares; 2024Q4: 28,270 shares 28,270 $7.31K 0.26% +14,393 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,035 shares; 2024Q1: 5,355 shares; 2024Q2: 5,585 shares; 2024Q3: 5,530 shares; 2024Q4: 5,630 shares 5,630 $7.27K 0.26% +100 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,080 shares; 2024Q1: 2,080 shares; 2024Q2: 2,080 shares; 2024Q3: 1,960 shares; 2024Q4: 1,885 shares 1,885 $6.96K 0.25% -75 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 402 shares; 2024Q1: 432 shares; 2024Q2: 630 shares; 2024Q3: 630 shares; 2024Q4: 625 shares 625 $6.63K 0.23% -5 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 985 shares; 2024Q1: 985 shares; 2024Q2: 1,035 shares; 2024Q3: 1,081 shares; 2024Q4: 1,081 shares 1,081 $6.36K 0.23% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,930 shares; 2024Q1: 1,930 shares; 2024Q2: 1,930 shares; 2024Q3: 1,970 shares; 2024Q4: 1,970 shares 1,970 $6.23K 0.22% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,875 shares; 2024Q1: 3,025 shares; 2024Q2: 3,250 shares; 2024Q3: 3,250 shares; 2024Q4: 3,125 shares 3,125 $6.12K 0.22% -125 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,756 shares; 2024Q1: 10,756 shares; 2024Q2: 10,901 shares; 2024Q3: 16,886 shares; 2024Q4: 32,660 shares 32,660 $6.04K 0.21% +15,774 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,950 shares; 2024Q1: 2,875 shares; 2024Q2: 3,150 shares; 2024Q3: 3,105 shares; 2024Q4: 3,105 shares 3,105 $5.88K 0.21% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,997 shares; 2024Q1: 8,347 shares; 2024Q2: 4,515 shares; 2024Q3: 4,515 shares; 2024Q4: 4,515 shares 4,515 $5.68K 0.2% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,595 shares; 2024Q1: 4,465 shares; 2024Q2: 4,465 shares; 2024Q3: 4,465 shares; 2024Q4: 4,400 shares 4,400 $5.39K 0.19% -65 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 725 shares; 2024Q1: 1,495 shares; 2024Q2: 1,495 shares; 2024Q3: 1,495 shares; 2024Q4: 1,495 shares 1,495 $5K 0.18% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,052 shares; 2024Q1: 2,052 shares; 2024Q2: 2,052 shares; 2024Q3: 2,052 shares; 2024Q4: 2,052 shares 2,052 $4.81K 0.17% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,735 shares; 2024Q1: 1,735 shares; 2024Q2: 1,735 shares; 2024Q3: 1,735 shares; 2024Q4: 1,735 shares 1,735 $4.79K 0.17% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,375 shares; 2024Q1: 6,375 shares; 2024Q2: 6,925 shares; 2024Q3: 13,625 shares; 2024Q4: 6,700 shares 6,700 $4.71K 0.17% -6,925 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,305 shares; 2024Q1: 7,305 shares; 2024Q2: 7,305 shares; 2024Q3: 7,305 shares; 2024Q4: 7,305 shares 7,305 $4.58K 0.16% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,835 shares; 2024Q1: not reported; 2024Q2: 3,725 shares; 2024Q3: 3,725 shares; 2024Q4: 3,725 shares 3,725 $4.31K 0.15% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,048 shares; 2024Q1: 1,048 shares; 2024Q2: 1,048 shares; 2024Q3: 1,048 shares; 2024Q4: 1,048 shares 1,048 $4.3K 0.15% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 870 shares; 2024Q1: 870 shares; 2024Q2: 970 shares; 2024Q3: 970 shares; 2024Q4: 3,880 shares 3,880 $4.29K 0.15% +2,910 BERKSHIRE HATHAWAY INC DEL 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 945 shares; 2024Q1: 945 shares; 2024Q2: 945 shares; 2024Q3: 945 shares; 2024Q4: 945 shares 945 $4.28K 0.15% 0 PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares; 2024Q4: 665 shares 665 $4.23K 0.15% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,600 shares; 2024Q1: 4,600 shares; 2024Q2: 4,600 shares; 2024Q3: 4,600 shares; 2024Q4: 4,600 shares 4,600 $4.07K 0.14% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 660 shares; 2024Q3: 660 shares; 2024Q4: 675 shares 675 $3.87K 0.14% +15 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,850 shares; 2024Q1: 1,850 shares; 2024Q2: 1,850 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares 2,390 $3.69K 0.13% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,892 shares; 2024Q1: 5,892 shares; 2024Q2: 5,892 shares; 2024Q3: 5,892 shares; 2024Q4: 5,892 shares 5,892 $3.67K 0.13% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,360 shares; 2024Q1: 1,400 shares; 2024Q2: 1,400 shares; 2024Q3: 1,620 shares; 2024Q4: 1,620 shares 1,620 $3.56K 0.13% 0 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,150 shares; 2024Q1: 3,150 shares; 2024Q2: 3,150 shares; 2024Q3: 3,150 shares; 2024Q4: 3,150 shares 3,150 $3.52K 0.12% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 952 shares; 2024Q1: 952 shares; 2024Q2: 952 shares; 2024Q3: 1,162 shares; 2024Q4: 1,162 shares 1,162 $3.48K 0.12% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,277 shares; 2024Q1: 2,277 shares; 2024Q2: 2,277 shares; 2024Q3: 2,277 shares; 2024Q4: 2,277 shares 2,277 $3.39K 0.12% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,275 shares; 2024Q1: 5,275 shares; 2024Q2: 4,875 shares; 2024Q3: 4,875 shares; 2024Q4: 4,875 shares 4,875 $3.33K 0.12% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,760 shares; 2024Q1: 4,805 shares; 2024Q2: 4,805 shares; 2024Q3: 5,405 shares; 2024Q4: 5,405 shares 5,405 $3.18K 0.11% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,755 shares; 2024Q1: 2,585 shares; 2024Q2: 2,585 shares; 2024Q3: 2,585 shares; 2024Q4: 2,565 shares 2,565 $3.09K 0.11% -20 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $3.06K 0.11% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,110 shares; 2024Q1: 1,255 shares; 2024Q2: 1,255 shares; 2024Q3: 1,255 shares; 2024Q4: 1,255 shares 1,255 $2.83K 0.1% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,184 shares; 2024Q1: 1,184 shares; 2024Q2: 959 shares; 2024Q3: 959 shares; 2024Q4: 959 shares 959 $2.78K 0.1% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,496 shares; 2024Q1: 2,496 shares; 2024Q2: 2,546 shares; 2024Q3: 2,450 shares; 2024Q4: 2,450 shares 2,450 $2.73K 0.1% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,311 shares; 2024Q1: 2,248 shares; 2024Q2: 2,248 shares; 2024Q3: 2,248 shares; 2024Q4: 2,248 shares 2,248 $2.71K 0.1% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,530 shares; 2024Q1: 1,455 shares; 2024Q2: 1,680 shares; 2024Q3: 1,680 shares; 2024Q4: 1,680 shares 1,680 $2.58K 0.09% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $2.52K 0.09% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares 2,750 $2.48K 0.09% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,765 shares; 2024Q1: 3,612 shares; 2024Q2: 3,612 shares; 2024Q3: 3,612 shares; 2024Q4: 4,962 shares 4,962 $2.4K 0.08% +1,350 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 340 shares; 2024Q1: 340 shares; 2024Q2: 510 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $2.4K 0.08% 0 Timeline JMUB 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,000 shares; 2024Q1: 4,000 shares; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares; 2024Q4: 4,700 shares 4,700 $2.36K 0.08% +700 Timeline CNNE CANNAE HLDGS INC More: the full row for CANNAE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,731 shares; 2024Q1: 11,731 shares; 2024Q2: 11,731 shares; 2024Q3: 11,731 shares; 2024Q4: 11,731 shares 11,731 $2.33K 0.08% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,200 shares; 2024Q1: 3,200 shares; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares 3,000 $2.29K 0.08% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 756 shares; 2024Q1: 756 shares; 2024Q2: 756 shares; 2024Q3: 756 shares; 2024Q4: 756 shares 756 $2.15K 0.08% 0 Timeline CIGNA CORPORATION CIGNA CORPORATION More: the full row for CIGNA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 475 shares; 2024Q1: 475 shares; 2024Q2: 2,075 shares; 2024Q3: 2,075 shares; 2024Q4: 2,075 shares 2,075 $2.06K 0.07% 0 LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,555 shares; 2024Q1: 1,555 shares; 2024Q2: 1,555 shares; 2024Q3: 1,555 shares; 2024Q4: 1,555 shares 1,555 $2.06K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,585 shares; 2024Q1: 1,560 shares; 2024Q2: 1,560 shares; 2024Q3: 1,440 shares; 2024Q4: 1,440 shares 1,440 $2.01K 0.07% 0 Timeline MYRG MYR GROUP INC More: the full row for MYR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,350 shares; 2024Q1: 1,350 shares; 2024Q2: 1,350 shares; 2024Q3: 1,350 shares; 2024Q4: 1,350 shares 1,350 $2.01K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 845 shares; 2024Q1: 845 shares; 2024Q2: 845 shares; 2024Q3: 845 shares; 2024Q4: 845 shares 845 $1.93K 0.07% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270 shares; 2024Q1: 265 shares; 2024Q2: 265 shares; 2024Q3: 265 shares; 2024Q4: 2,650 shares 2,650 $1.91K 0.07% +2,385 STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,125 shares; 2024Q4: 1,125 shares 1,125 $1.9K 0.07% 0 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,700 shares; 2024Q1: 1,700 shares; 2024Q2: 1,700 shares; 2024Q3: 1,700 shares; 2024Q4: 1,700 shares 1,700 $1.68K 0.06% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57 shares; 2024Q1: 57 shares; 2024Q2: 2,850 shares; 2024Q3: 2,851 shares; 2024Q4: 2,781 shares 2,781 $1.68K 0.06% -70 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,785 shares; 2024Q1: 3,785 shares; 2024Q2: 3,785 shares; 2024Q3: 3,785 shares; 2024Q4: 3,785 shares 3,785 $1.66K 0.06% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,225 shares; 2024Q1: 1,210 shares; 2024Q2: 1,190 shares; 2024Q3: 1,190 shares; 2024Q4: 1,190 shares 1,190 $1.64K 0.06% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,815 shares; 2024Q1: 1,815 shares; 2024Q2: 1,815 shares; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares 1,600 $1.46K 0.05% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 280 shares; 2024Q1: 280 shares; 2024Q2: 330 shares; 2024Q3: 310 shares; 2024Q4: 255 shares 255 $1.45K 0.05% -55 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 6,800 shares; 2024Q2: 7,600 shares; 2024Q3: 6,600 shares; 2024Q4: 6,600 shares 6,600 $1.45K 0.05% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,740 shares; 2024Q1: 2,740 shares; 2024Q2: 2,740 shares; 2024Q3: 2,740 shares; 2024Q4: 2,740 shares 2,740 $1.43K 0.05% 0 Timeline NUAI NEW ERA ENERGY & DIGITAL INC More: the full row for NEW ERA ENERGY & DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 23,532 shares 23,532 $1.41K 0.05% new 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 620 shares; 2024Q1: 620 shares; 2024Q2: 620 shares; 2024Q3: 490 shares; 2024Q4: 490 shares 490 $1.37K 0.05% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,089 shares; 2024Q1: 1,035 shares; 2024Q2: 1,035 shares; 2024Q3: 1,035 shares; 2024Q4: 1,035 shares 1,035 $1.36K 0.05% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 1,000 shares; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares 1,100 $1.35K 0.05% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $1.31K 0.05% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 663 shares; 2024Q1: 663 shares; 2024Q2: 663 shares; 2024Q3: 663 shares; 2024Q4: 663 shares 663 $1.28K 0.05% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 550 shares; 2024Q1: 550 shares; 2024Q2: 950 shares; 2024Q3: 950 shares; 2024Q4: 950 shares 950 $1.22K 0.04% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $1.22K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,440 shares; 2024Q1: 1,440 shares; 2024Q2: 2,325 shares; 2024Q3: 825 shares; 2024Q4: 750 shares 750 $1.22K 0.04% -75 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 630 shares; 2024Q1: 245 shares; 2024Q2: 220 shares; 2024Q3: 220 shares; 2024Q4: 220 shares 220 $1.15K 0.04% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $1.13K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $1.08K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 485 shares; 2024Q1: 485 shares; 2024Q2: 485 shares; 2024Q3: 485 shares; 2024Q4: 485 shares 485 $1.07K 0.04% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 433 shares; 2024Q1: 433 shares; 2024Q2: 433 shares; 2024Q3: 433 shares; 2024Q4: 440 shares 440 $1.02K 0.04% +7 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 824 shares; 2024Q1: 824 shares; 2024Q2: 1,024 shares; 2024Q3: 1,024 shares; 2024Q4: 1,024 shares 1,024 $1.02K 0.04% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 418 shares; 2024Q1: 418 shares; 2024Q2: 418 shares; 2024Q3: 418 shares; 2024Q4: 418 shares 418 $1K 0.04% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,393 shares; 2024Q1: 2,393 shares; 2024Q2: 2,393 shares; 2024Q3: 2,393 shares; 2024Q4: 2,393 shares 2,393 $992 0.04% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 48,645 shares; 2024Q1: 49,380 shares; 2024Q2: 47,915 shares; 2024Q3: 7,280 shares; 2024Q4: 4,880 shares 4,880 $990 0.04% -2,400 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,097 shares; 2024Q1: 992 shares; 2024Q2: 992 shares; 2024Q3: 992 shares; 2024Q4: 992 shares 992 $988 0.03% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $948 0.03% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 625 shares; 2024Q3: 625 shares; 2024Q4: 625 shares 625 $924 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,205 shares; 2024Q1: 2,080 shares; 2024Q2: 780 shares; 2024Q3: 780 shares; 2024Q4: 780 shares 780 $923 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $922 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 380 shares; 2024Q2: 380 shares; 2024Q3: 380 shares; 2024Q4: 380 shares 380 $920 0.03% 0 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,300 shares; 2024Q1: 1,300 shares; 2024Q2: 1,300 shares; 2024Q3: 1,300 shares; 2024Q4: 1,300 shares 1,300 $917 0.03% 0 Timeline ANEW PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,450 shares; 2024Q1: 2,450 shares; 2024Q2: 2,450 shares; 2024Q3: 1,950 shares; 2024Q4: 1,950 shares 1,950 $879 0.03% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 650 shares; 2024Q1: 650 shares; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 650 shares 650 $853 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,440 shares; 2024Q1: 3,440 shares; 2024Q2: 3,440 shares; 2024Q3: 1,490 shares; 2024Q4: 1,490 shares 1,490 $843 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25,228 shares; 2024Q1: 16,803 shares; 2024Q2: 6,806 shares; 2024Q3: 3,020 shares; 2024Q4: 1,755 shares 1,755 $839 0.03% -1,265 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $822 0.03% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 777 shares; 2024Q1: 777 shares; 2024Q2: 777 shares; 2024Q3: 777 shares; 2024Q4: 777 shares 777 $814 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,380 shares; 2024Q1: 1,380 shares; 2024Q2: 1,380 shares; 2024Q3: 1,380 shares; 2024Q4: 1,360 shares 1,360 $812 0.03% -20 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $786 0.03% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,750 shares; 2024Q3: 2,750 shares; 2024Q4: 2,750 shares 2,750 $748 0.03% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 136 shares; 2024Q3: 137 shares; 2024Q4: 137 shares 137 $738 0.03% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 230 shares; 2024Q1: 1,150 shares; 2024Q2: 1,150 shares; 2024Q3: 1,150 shares; 2024Q4: 1,150 shares 1,150 $717 0.03% 0 Timeline MOD MODINE MFG CO More: the full row for MODINE MFG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 600 shares; 2024Q3: 600 shares; 2024Q4: 600 shares 600 $696 0.02% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 700 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 800 shares 800 $683 0.02% +100 Timeline GARMIN LTD GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares 325 $671 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares; 2024Q4: 125 shares 125 $632 0.02% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,000 shares; 2024Q1: 700 shares; 2024Q2: 700 shares; 2024Q3: 700 shares; 2024Q4: 700 shares 700 $632 0.02% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 250 shares; 2024Q2: 350 shares; 2024Q3: 350 shares; 2024Q4: 350 shares 350 $620 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 665 shares; 2024Q1: 665 shares; 2024Q2: 665 shares; 2024Q3: 665 shares; 2024Q4: 665 shares 665 $614 0.02% 0 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 872 shares; 2024Q3: 536 shares; 2024Q4: 536 shares 536 $605 0.02% 0 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 250 shares; 2024Q2: 400 shares; 2024Q3: 300 shares; 2024Q4: 200 shares 200 $568 0.02% -100 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 425 shares; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 425 shares; 2024Q4: 425 shares 425 $561 0.02% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 234 shares; 2024Q1: 234 shares; 2024Q2: 234 shares; 2024Q3: 234 shares; 2024Q4: 120 shares 120 $557 0.02% -114 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $547 0.02% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 300 shares 300 $546 0.02% +150 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares 115 $511 0.02% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 253 shares; 2024Q1: 255 shares; 2024Q2: 255 shares; 2024Q3: 255 shares; 2024Q4: 255 shares 255 $504 0.02% 0 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $485 0.02% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,056 shares; 2024Q1: 3,056 shares; 2024Q2: 2,876 shares; 2024Q3: 2,636 shares; 2024Q4: 2,226 shares 2,226 $469 0.02% -410 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 700 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $461 0.02% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,431 shares; 2024Q1: 2,431 shares; 2024Q2: 2,431 shares; 2024Q3: 761 shares; 2024Q4: 600 shares 600 $454 0.02% -161 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 250 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 800 shares 800 $453 0.02% 0 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,757 shares; 2024Q1: 2,074 shares; 2024Q2: 908 shares; 2024Q3: 522 shares; 2024Q4: 443 shares 443 $451 0.02% -79 Timeline PIPR PIPER SANDLER COS More: the full row for PIPER SANDLER COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 150 shares 150 $450 0.02% -50 Timeline JACKSON FINL INC JACKSON FINL INC More: the full row for JACKSON FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $392 0.01% 0 CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 270 shares; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares; 2024Q4: 270 shares 270 $388 0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,100 shares; 2024Q1: 3,100 shares; 2024Q2: 3,100 shares; 2024Q3: 2,500 shares; 2024Q4: 2,500 shares 2,500 $365 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares; 2024Q4: 140 shares 140 $361 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 640 shares; 2024Q1: 640 shares; 2024Q2: 1,295 shares; 2024Q3: 1,295 shares; 2024Q4: 1,295 shares 1,295 $341 0.01% 0 Timeline Duke Energy Duke Energy More: the full row for Duke Energy Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 313 shares; 2024Q1: 313 shares; 2024Q2: 313 shares; 2024Q3: 313 shares; 2024Q4: 313 shares 313 $337 0.01% 0 AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 360 shares; 2024Q1: 360 shares; 2024Q2: 360 shares; 2024Q3: 360 shares; 2024Q4: 360 shares 360 $332 0.01% 0 Timeline ETN Eaton Corp. More: the full row for Eaton Corp. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 90 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $332 0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares 55 $325 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 60 shares; 2024Q1: 60 shares; 2024Q2: 60 shares; 2024Q3: 60 shares; 2024Q4: 60 shares 60 $313 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 325 shares 325 $290 0.01% new Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $267 0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 325 shares; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares; 2024Q4: 325 shares 325 $266 0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 640 shares; 2024Q4: 384 shares 384 $264 0.01% -256 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 110 shares; 2024Q1: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares; 2024Q4: 110 shares 110 $262 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 42,209 shares; 2024Q1: 42,974 shares; 2024Q2: 39,404 shares; 2024Q3: 2,145 shares; 2024Q4: 1,295 shares 1,295 $260 0.01% -850 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $252 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $248 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 850 shares; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares; 2024Q4: 850 shares 850 $248 0.01% 0 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,450 shares; 2024Q1: 1,450 shares; 2024Q2: 1,450 shares; 2024Q3: 1,450 shares; 2024Q4: 1,450 shares 1,450 $241 0.01% 0 Timeline TRU TRANSUNION More: the full row for TRANSUNION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $232 0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 160 shares; 2024Q1: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares; 2024Q4: 160 shares 160 $224 0.01% 0 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $223 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares; 2024Q4: 180 shares 180 $217 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 77 shares; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares; 2024Q4: 77 shares 77 $217 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 240 shares; 2024Q1: 240 shares; 2024Q2: 165 shares; 2024Q3: 165 shares; 2024Q4: 165 shares 165 $216 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 120 shares; 2024Q1: 70 shares; 2024Q2: 50 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51 $206 0.01% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 802 shares; 2024Q1: 802 shares; 2024Q2: 802 shares; 2024Q3: 802 shares; 2024Q4: 802 shares 802 $205 0.01% 0 Timeline AIA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $203 0.01% 0 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,950 shares 1,950 $202 0.01% new Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $202 0.01% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 50 shares; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $201 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $193 0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,950 shares; 2024Q1: 18,680 shares; 2024Q2: 2,290 shares; 2024Q3: 210 shares; 2024Q4: 710 shares 710 $188 0.01% +500 Timeline AMERICAN INTL AMERICAN INTL More: the full row for AMERICAN INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $182 0.01% 0 XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 300 shares; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $179 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30 shares; 2024Q1: 30 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $178 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 400 shares; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 400 shares 400 $175 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,500 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $171 0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14 shares; 2024Q1: 14 shares; 2024Q2: 14 shares; 2024Q3: 14 shares; 2024Q4: 14 shares 14 $166 0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 101 shares; 2024Q4: 141 shares 141 $165 0.01% +40 Timeline HEWLETT PACKARD CO HEWLETT PACKARD CO More: the full row for HEWLETT PACKARD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 470 shares; 2024Q1: 470 shares; 2024Q2: 470 shares; 2024Q3: 470 shares; 2024Q4: 470 shares 470 $153 0.01% 0 DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares 115 $139 <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 450 shares; 2024Q1: 450 shares; 2024Q2: 450 shares; 2024Q3: 450 shares; 2024Q4: 450 shares 450 $138 <0.01% 0 Timeline SCHWAB FUNDAMENTAL US LARGE… SCHWAB FUNDAMENTAL US LARGE COMPA… More: the full row for SCHWAB FUNDAMENTAL US LARGE COMPANY IDX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 848 shares; 2024Q1: 848 shares; 2024Q2: 848 shares; 2024Q3: 848 shares; 2024Q4: 573 shares 573 $136 <0.01% -275 MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $133 <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 55 shares; 2024Q4: 55 shares 55 $125 <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 135 shares; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares; 2024Q4: 135 shares 135 $123 <0.01% 0 Timeline HTO H2O AMERICA More: the full row for H2O AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 250 shares; 2024Q2: 250 shares; 2024Q3: 250 shares; 2024Q4: 250 shares 250 $123 <0.01% 0 Timeline IREN IREN LIMITED More: the full row for IREN LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 184 shares; 2024Q3: 184 shares; 2024Q4: 391 shares 391 $120 <0.01% +207 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 176 shares; 2024Q1: 176 shares; 2024Q2: 176 shares; 2024Q3: 176 shares; 2024Q4: 176 shares 176 $118 <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares 1,000 $117 <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 175 shares; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares; 2024Q4: 175 shares 175 $115 <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares 130 $114 <0.01% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 68 shares; 2024Q1: 68 shares; 2024Q2: 68 shares; 2024Q3: 68 shares; 2024Q4: 68 shares 68 $113 <0.01% 0 SOLVENTUM CORP SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 191 shares; 2024Q3: 140 shares; 2024Q4: 165 shares 165 $109 <0.01% +25 OKLO OKLO INC More: the full row for OKLO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $106 <0.01% new Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 130 shares; 2024Q1: 130 shares; 2024Q2: 130 shares; 2024Q3: 130 shares; 2024Q4: 130 shares 130 $105 <0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 882 shares; 2024Q1: 532 shares; 2024Q2: 382 shares; 2024Q3: 400 shares; 2024Q4: 100 shares 100 $104 <0.01% -300 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 150 shares; 2024Q1: 150 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $100 <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $100 <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 147 shares; 2024Q1: 147 shares; 2024Q2: 147 shares; 2024Q3: 147 shares; 2024Q4: 147 shares 147 $97 <0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 85 shares; 2024Q4: 85 shares 85 $93 <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $89 <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 275 shares; 2024Q1: 275 shares; 2024Q2: 275 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $88 <0.01% 0 Timeline AMERICAN TOWER CORP AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,083 shares; 2024Q1: 1,083 shares; 2024Q2: 1,103 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $83 <0.01% 0 Suncor Energy Inc. Suncor Energy Inc. More: the full row for Suncor Energy Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $71 <0.01% 0 BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 46 shares; 2024Q1: 46 shares; 2024Q2: 46 shares; 2024Q3: 45 shares; 2024Q4: 45 shares 45 $69 <0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 51 shares; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares; 2024Q4: 51 shares 51 $67 <0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17 shares; 2024Q3: 17 shares; 2024Q4: 17 shares 17 $56 <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 145 shares; 2024Q1: 145 shares; 2024Q2: 145 shares; 2024Q3: 145 shares; 2024Q4: 145 shares 145 $56 <0.01% 0 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares 200 $55 <0.01% new Timeline SURF AIR MOBILITY IN EQUCLA… SURF AIR MOBILITY IN EQUCLASS EQU… More: the full row for SURF AIR MOBILITY IN EQUCLASS EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,000 shares; 2024Q3: 857 shares; 2024Q4: 883 shares 883 $55 <0.01% +26 PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 200 shares; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $53 <0.01% 0 Timeline MEDTRONIC INC MEDTRONIC INC More: the full row for MEDTRONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,395 shares; 2024Q1: 4,250 shares; 2024Q2: 485 shares; 2024Q3: 65 shares; 2024Q4: 65 shares 65 $52 <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 18 shares; 2024Q1: 18 shares; 2024Q2: 18 shares; 2024Q3: 18 shares; 2024Q4: 18 shares 18 $51 <0.01% 0 Timeline NNE NANO NUCLEAR ENERGY INC More: the full row for NANO NUCLEAR ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 200 shares 200 $50 <0.01% new Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $48 <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 115 shares; 2024Q1: 115 shares; 2024Q2: 115 shares; 2024Q3: 115 shares; 2024Q4: 115 shares 115 $44 <0.01% 0 Timeline RUM RUM GROUP INC More: the full row for RUM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 300 shares; 2024Q4: 300 shares 300 $39 <0.01% 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9 shares 9 $34 <0.01% new Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 500 shares; 2024Q1: 500 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares 500 $33 <0.01% new PSMT PRICESMART INC More: the full row for PRICESMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 35 shares; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares; 2024Q4: 35 shares 35 $32 <0.01% 0 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $29 <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,941 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares 15 $27 <0.01% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 6 shares 6 $27 <0.01% 0 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 65 shares; 2024Q1: 65 shares; 2024Q2: 65 shares; 2024Q3: 65 shares; 2024Q4: 65 shares 65 $27 <0.01% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 40 shares; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares; 2024Q4: 40 shares 40 $24 <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $20 <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 127 shares 127 $20 <0.01% new Timeline CLSK CLEANSPARK INC More: the full row for CLEANSPARK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 157 shares; 2024Q1: 191 shares; 2024Q2: 191 shares; 2024Q3: 191 shares; 2024Q4: 191 shares 191 $18 <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $15 <0.01% 0 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $13 <0.01% 0 Timeline MARA MARA HOLDINGS INC More: the full row for MARA HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 140 shares; 2024Q1: 140 shares; 2024Q2: 75 shares; 2024Q3: 75 shares; 2024Q4: 75 shares 75 $13 <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5 shares; 2024Q1: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $11 <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares 12 $10 <0.01% 0 Timeline CIFR CIPHER DIGITAL INC More: the full row for CIPHER DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $9 <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 72 shares; 2024Q1: 72 shares; 2024Q2: 72 shares; 2024Q3: 72 shares; 2024Q4: 72 shares 72 $8 <0.01% 0 Timeline STRT STRATTEC SEC CORP More: the full row for STRATTEC SEC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $8 <0.01% 0 Timeline GTBIF GREEN THUMB INDS INC SUB VTG S More: the full row for GREEN THUMB INDS INC SUB VTG S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 101 shares; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares; 2024Q4: 101 shares 101 $8 <0.01% 0 Timeline SLDP SOLID POWER INC More: the full row for SOLID POWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 390 shares; 2024Q1: 390 shares; 2024Q2: 390 shares; 2024Q3: 390 shares; 2024Q4: 390 shares 390 $7 <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16 shares; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 16 shares; 2024Q4: 16 shares 16 $6 <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 107 shares; 2024Q1: 107 shares; 2024Q2: 107 shares; 2024Q3: 107 shares; 2024Q4: 107 shares 107 $6 <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20 shares; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $6 <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 320 shares; 2024Q1: 320 shares; 2024Q2: 320 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $4 <0.01% 0 Timeline FAN 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares; 2024Q4: 25 shares 25 $4 <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12 shares; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares; 2024Q4: 12 shares 12 $4 <0.01% 0 Timeline CORE SCIENTIFIC INC CORE SCIENTIFIC INC More: the full row for CORE SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 21 shares 21 $3 <0.01% 0 ALLO ALLOGENE THERAPEUTICS INC More: the full row for ALLOGENE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $2 <0.01% 0 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 20 shares; 2024Q3: 20 shares; 2024Q4: 20 shares 20 $2 <0.01% 0 Timeline MATCH GROUP INC MATCH GROUP INC More: the full row for MATCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $2 <0.01% 0 SMRT SMARTRENT INC More: the full row for SMARTRENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 100 shares; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares; 2024Q4: 100 shares 100 $2 <0.01% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 29 shares; 2024Q1: 29 shares; 2024Q2: 29 shares; 2024Q3: 29 shares; 2024Q4: 29 shares 29 $2 <0.01% 0 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; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $1 <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $1 <0.01% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $1 <0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 5 shares 5 $1 <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $1 <0.01% 0 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $1 <0.01% 0 Timeline Treasury Metals Inc Treasury Metals Inc More: the full row for Treasury Metals Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 438 shares; 2024Q1: 438 shares; 2024Q2: 438 shares; 2024Q3: 109 shares; 2024Q4: 109 shares 109 $1 <0.01% 0 SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline LEHMAN BROTHERS HOLDINGS INC LEHMAN BROTHERS HOLDINGS INC More: the full row for LEHMAN BROTHERS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,200 shares; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $0 0% 0 Value filed as zero, left out of ratios. NORTEL NETWORKS CORP NORTEL NETWORKS CORP More: the full row for NORTEL NETWORKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 333 shares; 2024Q1: 57 shares; 2024Q2: 57 shares; 2024Q3: 57 shares; 2024Q4: 57 shares 57 $0 0% 0 Value filed as zero, left out of ratios. SLS INTL INC SLS INTL INC More: the full row for SLS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,666 shares; 2024Q1: 1,666 shares; 2024Q2: 1,666 shares; 2024Q3: 1,666 shares; 2024Q4: 1,666 shares 1,666 $0 0% 0 Value filed as zero, left out of ratios. WHEELS UP EXPERIENCE I F WHEELS UP EXPERIENCE I F More: the full row for WHEELS UP EXPERIENCE I F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 25 shares; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 50 shares; 2024Q4: 25 shares 25 $0 0% -25 Value filed as zero, left out of ratios. Pipesaver Technologies Pipesaver Technologies More: the full row for Pipesaver Technologies Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,500 shares; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $0 0% 0 Value filed as zero, left out of ratios. CPMV MOSAIC IMMUNOENGINEERING INC C More: the full row for MOSAIC IMMUNOENGINEERING INC C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1 shares; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares; 2024Q4: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline Two Rivers Wtr & Farming Two Rivers Wtr & Farming More: the full row for Two Rivers Wtr & Farming Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 55 shares; 2024Q1: 55 shares; 2024Q2: 55 shares; 2024Q3: 55 shares; 2024Q4: 55 shares 55 $0 0% 0 Value filed as zero, left out of ratios. Cytogenix Inc Xxx Cytogenix Inc Xxx More: the full row for Cytogenix Inc Xxx Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 70 shares; 2024Q1: 70 shares; 2024Q2: 70 shares; 2024Q3: 70 shares; 2024Q4: 70 shares 70 $0 0% 0 Value filed as zero, left out of ratios.