AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,668,656 shares; 2024Q1: 1,728,586 shares; 2024Q2: 1,738,160 shares; 2024Q3: 1,855,451 shares; 2024Q4: 1,981,582 shares 1,981,582 $122M 6.81% +126,131 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 413,395 shares; 2024Q1: 404,317 shares; 2024Q2: 399,800 shares; 2024Q3: 418,716 shares; 2024Q4: 414,160 shares 414,160 $120M 6.73% -4,556 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 695,612 shares; 2024Q1: 768,645 shares; 2024Q2: 834,885 shares; 2024Q3: 892,554 shares; 2024Q4: 957,161 shares 957,161 $110M 6.18% +64,607 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: 455,927 shares; 2024Q1: 334,414 shares; 2024Q2: 999,522 shares; 2024Q3: 1,058,202 shares; 2024Q4: 959,346 shares 959,346 $108M 6.08% -98,856 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,672,758 shares; 2024Q1: 2,773,653 shares; 2024Q2: 2,809,250 shares; 2024Q3: 2,940,910 shares; 2024Q4: 3,099,698 shares 3,099,698 $103M 5.79% +158,788 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 726,614 shares; 2024Q1: 806,203 shares; 2024Q2: 879,852 shares; 2024Q3: 947,239 shares; 2024Q4: 1,052,425 shares 1,052,425 $102M 5.72% +105,186 Timeline JCPB 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: 1,052,948 shares; 2024Q1: 1,241,832 shares; 2024Q2: 1,404,536 shares; 2024Q3: 1,663,016 shares; 2024Q4: 1,836,587 shares 1,836,587 $84.6M 4.74% +173,571 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 655,784 shares; 2024Q1: 676,945 shares; 2024Q2: 697,775 shares; 2024Q3: 729,558 shares; 2024Q4: 736,369 shares 736,369 $71.1M 3.98% +6,811 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: 253,281 shares; 2024Q1: 276,883 shares; 2024Q2: 299,657 shares; 2024Q3: 325,628 shares; 2024Q4: 353,195 shares 353,195 $69.2M 3.88% +27,567 Timeline 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: 229,870 shares; 2024Q1: 208,591 shares; 2024Q2: 212,785 shares; 2024Q3: 256,569 shares; 2024Q4: 263,095 shares 263,095 $65.9M 3.69% +6,526 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,151,691 shares; 2024Q1: 1,451,437 shares; 2024Q2: 1,653,221 shares; 2024Q3: 1,757,689 shares; 2024Q4: 1,945,220 shares 1,945,220 $64.8M 3.63% +187,531 Timeline AVEM AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 959,697 shares; 2024Q1: 981,239 shares; 2024Q2: 990,552 shares; 2024Q3: 1,044,766 shares; 2024Q4: 1,081,391 shares 1,081,391 $63.6M 3.56% +36,625 Timeline GEM GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,520,296 shares; 2024Q1: 1,577,938 shares; 2024Q2: 1,583,837 shares; 2024Q3: 1,659,516 shares; 2024Q4: 1,724,202 shares 1,724,202 $55M 3.08% +64,686 Timeline JSCP 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: 887,924 shares; 2024Q1: 887,820 shares; 2024Q2: 949,597 shares; 2024Q3: 988,947 shares; 2024Q4: 1,057,969 shares 1,057,969 $49.3M 2.76% +69,022 Timeline IJR 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: 388,230 shares; 2024Q1: 417,739 shares; 2024Q2: 441,632 shares; 2024Q3: 390,029 shares; 2024Q4: 374,263 shares 374,263 $43.1M 2.42% -15,766 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: 81,841 shares; 2024Q1: 78,928 shares; 2024Q2: 76,508 shares; 2024Q3: 100,057 shares; 2024Q4: 101,575 shares 101,575 $42.8M 2.4% +1,518 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 913,229 shares; 2024Q1: 910,796 shares; 2024Q2: 904,966 shares; 2024Q3: 896,129 shares; 2024Q4: 895,595 shares 895,595 $31M 1.74% -534 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 197,114 shares; 2024Q1: 187,387 shares; 2024Q2: 181,164 shares; 2024Q3: 182,276 shares; 2024Q4: 184,474 shares 184,474 $20.1M 1.13% +2,198 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: 86,702 shares; 2024Q1: 86,851 shares; 2024Q2: 86,019 shares; 2024Q3: 96,520 shares; 2024Q4: 99,876 shares 99,876 $18.9M 1.06% +3,356 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: 44,166 shares; 2024Q1: 44,162 shares; 2024Q2: 43,683 shares; 2024Q3: 51,223 shares; 2024Q4: 50,830 shares 50,830 $16.1M 0.9% -393 Timeline AVMC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 159,046 shares; 2024Q4: 243,188 shares 243,188 $15.8M 0.89% +84,142 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: 72,754 shares; 2024Q1: 70,487 shares; 2024Q2: 70,414 shares; 2024Q3: 66,824 shares; 2024Q4: 67,250 shares 67,250 $12.8M 0.72% +426 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: 34,792 shares; 2024Q1: 34,630 shares; 2024Q2: 35,250 shares; 2024Q3: 45,774 shares; 2024Q4: 50,742 shares 50,742 $11.1M 0.62% +4,968 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 123,285 shares; 2024Q1: 105,122 shares; 2024Q2: 96,551 shares; 2024Q3: 92,513 shares; 2024Q4: 89,825 shares 89,825 $10.6M 0.59% -2,688 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: 16,348 shares; 2024Q1: 16,434 shares; 2024Q2: 16,835 shares; 2024Q3: 17,189 shares; 2024Q4: 17,150 shares 17,150 $10.1M 0.57% -39 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 233,985 shares; 2024Q1: 232,236 shares; 2024Q2: 226,634 shares; 2024Q3: 221,248 shares; 2024Q4: 220,314 shares 220,314 $8.92M 0.5% -934 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 163,670 shares; 2024Q1: 158,273 shares; 2024Q2: 148,698 shares; 2024Q3: 141,388 shares; 2024Q4: 134,281 shares 134,281 $8.74M 0.49% -7,107 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,922 shares; 2024Q1: 7,988 shares; 2024Q2: 8,012 shares; 2024Q3: 14,867 shares; 2024Q4: 14,867 shares 14,867 $8.71M 0.49% 0 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: 58,829 shares; 2024Q1: 55,443 shares; 2024Q2: 54,501 shares; 2024Q3: 59,456 shares; 2024Q4: 58,503 shares 58,503 $8.46M 0.47% -953 Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 228,229 shares; 2024Q1: 230,649 shares; 2024Q2: 211,913 shares; 2024Q3: 207,605 shares; 2024Q4: 199,812 shares 199,812 $8.25M 0.46% -7,793 Timeline AGG 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: 95,843 shares; 2024Q1: 96,744 shares; 2024Q2: 85,168 shares; 2024Q3: 82,440 shares; 2024Q4: 75,397 shares 75,397 $7.31M 0.41% -7,043 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 11,237 shares; 2024Q1: 11,171 shares; 2024Q2: 11,582 shares; 2024Q3: 15,311 shares; 2024Q4: 15,979 shares 15,979 $7.24M 0.41% +668 Timeline ACWI 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: 79,590 shares; 2024Q1: 70,060 shares; 2024Q2: 65,455 shares; 2024Q3: 62,119 shares; 2024Q4: 61,256 shares 61,256 $7.2M 0.4% -863 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: not reported; 2024Q2: not reported; 2024Q3: 47,468 shares; 2024Q4: 47,465 shares 47,465 $7.02M 0.39% -3 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,085 shares; 2024Q1: 25,785 shares; 2024Q2: 25,832 shares; 2024Q3: 26,871 shares; 2024Q4: 26,055 shares 26,055 $6.88M 0.39% -816 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: 38,301 shares; 2024Q1: 36,029 shares; 2024Q2: 36,482 shares; 2024Q3: 40,013 shares; 2024Q4: 40,903 shares 40,903 $6.86M 0.38% +890 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: 61,624 shares; 2024Q1: 56,714 shares; 2024Q2: 56,176 shares; 2024Q3: 56,587 shares; 2024Q4: 57,407 shares 57,407 $6.49M 0.36% +820 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: 18,897 shares; 2024Q1: 18,357 shares; 2024Q2: 18,105 shares; 2024Q3: 19,652 shares; 2024Q4: 19,625 shares 19,625 $5.69M 0.32% -27 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: 27,538 shares; 2024Q1: 26,892 shares; 2024Q2: 17,120 shares; 2024Q3: 17,304 shares; 2024Q4: 17,589 shares 17,589 $5.56M 0.31% +285 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: 43,316 shares; 2024Q1: 44,092 shares; 2024Q2: 43,860 shares; 2024Q3: 42,603 shares; 2024Q4: 46,828 shares 46,828 $5.04M 0.28% +4,225 Timeline 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: 2,952 shares; 2024Q1: 2,952 shares; 2024Q2: 32,678 shares; 2024Q3: 35,316 shares; 2024Q4: 36,042 shares 36,042 $4.84M 0.27% +726 Timeline RSPT 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: 140,471 shares; 2024Q1: 137,942 shares; 2024Q2: 136,819 shares; 2024Q3: 130,555 shares; 2024Q4: 127,921 shares 127,921 $4.79M 0.27% -2,634 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD 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: 82,845 shares; 2024Q4: 82,813 shares 82,813 $4.76M 0.27% -32 Timeline IWB 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: 14,630 shares; 2024Q1: 14,630 shares; 2024Q2: 14,630 shares; 2024Q3: 14,630 shares; 2024Q4: 14,630 shares 14,630 $4.71M 0.26% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 91,570 shares; 2024Q1: 99,570 shares; 2024Q2: 94,377 shares; 2024Q3: 94,377 shares; 2024Q4: 94,347 shares 94,347 $4.67M 0.26% -30 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: 15,302 shares; 2024Q1: 16,099 shares; 2024Q2: 20,162 shares; 2024Q3: 20,286 shares; 2024Q4: 19,114 shares 19,114 $4.58M 0.26% -1,172 Timeline 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: 23,749 shares; 2024Q1: 23,355 shares; 2024Q2: 23,487 shares; 2024Q3: 28,468 shares; 2024Q4: 28,977 shares 28,977 $4.41M 0.25% +509 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 76,933 shares; 2024Q1: 70,376 shares; 2024Q2: 61,174 shares; 2024Q3: 54,134 shares; 2024Q4: 50,652 shares 50,652 $4.05M 0.23% -3,482 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,287 shares; 2024Q1: 1,436 shares; 2024Q2: 1,697 shares; 2024Q3: 7,038 shares; 2024Q4: 7,493 shares 7,493 $3.79M 0.21% +455 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 74,266 shares; 2024Q1: 60,986 shares; 2024Q2: 60,192 shares; 2024Q3: 60,048 shares; 2024Q4: 58,283 shares 58,283 $3.52M 0.2% -1,765 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 92,861 shares; 2024Q1: 62,861 shares; 2024Q2: 59,561 shares; 2024Q3: 54,561 shares; 2024Q4: 54,561 shares 54,561 $3.5M 0.2% 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: 7,077 shares; 2024Q1: 6,785 shares; 2024Q2: 7,300 shares; 2024Q3: 5,973 shares; 2024Q4: 6,324 shares 6,324 $3.33M 0.19% +351 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: 48,415 shares; 2024Q1: 47,950 shares; 2024Q2: 45,716 shares; 2024Q3: 44,056 shares; 2024Q4: 42,947 shares 42,947 $3.27M 0.18% -1,109 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: 49,486 shares; 2024Q1: 42,794 shares; 2024Q2: 45,167 shares; 2024Q3: 42,992 shares; 2024Q4: 41,086 shares 41,086 $3.21M 0.18% -1,906 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: 4,215 shares; 2024Q1: 4,211 shares; 2024Q2: 4,081 shares; 2024Q3: 5,442 shares; 2024Q4: 5,631 shares 5,631 $3.03M 0.17% +189 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 197,250 shares; 2024Q1: 197,250 shares; 2024Q2: 197,250 shares; 2024Q3: 197,250 shares; 2024Q4: 197,311 shares 197,311 $2.92M 0.16% +61 Timeline MKC-V 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: 41,961 shares; 2024Q1: 41,591 shares; 2024Q2: 33,591 shares; 2024Q3: 36,745 shares; 2024Q4: 36,745 shares 36,745 $2.79M 0.16% 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: 10,564 shares; 2024Q1: 10,407 shares; 2024Q2: 10,402 shares; 2024Q3: 11,026 shares; 2024Q4: 10,869 shares 10,869 $2.63M 0.15% -157 Timeline IWF 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: 3,661 shares; 2024Q1: 4,179 shares; 2024Q2: 4,173 shares; 2024Q3: 6,206 shares; 2024Q4: 6,547 shares 6,547 $2.63M 0.15% +341 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: 4,537 shares; 2024Q1: 4,857 shares; 2024Q2: 4,668 shares; 2024Q3: 6,532 shares; 2024Q4: 6,659 shares 6,659 $2.59M 0.15% +127 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: 31,906 shares; 2024Q1: 32,381 shares; 2024Q2: 32,228 shares; 2024Q3: 43,342 shares; 2024Q4: 41,472 shares 41,472 $2.58M 0.14% -1,870 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,684 shares; 2024Q1: 20,684 shares; 2024Q2: 24,056 shares; 2024Q3: 23,965 shares; 2024Q4: 23,955 shares 23,955 $2.53M 0.14% -10 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: 2,706 shares; 2024Q1: 2,834 shares; 2024Q2: 2,843 shares; 2024Q3: 2,596 shares; 2024Q4: 2,714 shares 2,714 $2.49M 0.14% +118 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: 8,460 shares; 2024Q1: 24,784 shares; 2024Q2: 24,771 shares; 2024Q3: 24,247 shares; 2024Q4: 27,267 shares 27,267 $2.46M 0.14% +3,020 Timeline LIN LINDE PLC More: the full row for LINDE PLC 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: 5,514 shares; 2024Q4: 5,783 shares 5,783 $2.42M 0.14% +269 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: 9,458 shares; 2024Q1: 9,381 shares; 2024Q2: 9,382 shares; 2024Q3: 12,296 shares; 2024Q4: 13,441 shares 13,441 $2.36M 0.13% +1,145 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: 17,163 shares; 2024Q1: 20,939 shares; 2024Q2: 21,063 shares; 2024Q3: 20,373 shares; 2024Q4: 19,557 shares 19,557 $2.35M 0.13% -816 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,553 shares; 2024Q1: 3,505 shares; 2024Q2: 3,509 shares; 2024Q3: 4,593 shares; 2024Q4: 4,534 shares 4,534 $2.32M 0.13% -59 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: 1,190 shares; 2024Q1: 1,170 shares; 2024Q2: not reported; 2024Q3: 5,490 shares; 2024Q4: 5,490 shares 5,490 $2.25M 0.13% 0 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: 1,981 shares; 2024Q1: 1,564 shares; 2024Q2: 1,547 shares; 2024Q3: 2,553 shares; 2024Q4: 2,908 shares 2,908 $2.24M 0.13% +355 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: 20,978 shares; 2024Q1: 20,668 shares; 2024Q2: 19,085 shares; 2024Q3: 20,144 shares; 2024Q4: 17,586 shares 17,586 $2.24M 0.13% -2,558 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,281 shares; 2024Q1: 7,733 shares; 2024Q2: 7,815 shares; 2024Q3: 33,858 shares; 2024Q4: 31,045 shares 31,045 $2.23M 0.13% -2,813 Timeline 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: 7,748 shares; 2024Q1: 7,358 shares; 2024Q2: 7,469 shares; 2024Q3: 11,958 shares; 2024Q4: 12,365 shares 12,365 $2.2M 0.12% +407 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,688 shares; 2024Q1: 2,602 shares; 2024Q2: 2,596 shares; 2024Q3: 3,640 shares; 2024Q4: 3,501 shares 3,501 $2.18M 0.12% -139 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: 14,963 shares; 2024Q1: 15,212 shares; 2024Q2: 15,109 shares; 2024Q3: 11,747 shares; 2024Q4: 12,779 shares 12,779 $2.13M 0.12% +1,032 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT 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: 13,067 shares; 2024Q4: 13,067 shares 13,067 $2.1M 0.12% 0 Timeline IVW 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: 22,374 shares; 2024Q1: 21,171 shares; 2024Q2: 20,947 shares; 2024Q3: 20,947 shares; 2024Q4: 20,278 shares 20,278 $2.06M 0.12% -669 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: 1,602 shares; 2024Q1: 1,842 shares; 2024Q2: 1,820 shares; 2024Q3: 2,396 shares; 2024Q4: 3,506 shares 3,506 $2.05M 0.12% +1,110 Timeline FRPH FRP HLDGS INC More: the full row for FRP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,327 shares; 2024Q1: 26,071 shares; 2024Q2: 52,142 shares; 2024Q3: 31,967 shares; 2024Q4: 64,867 shares 64,867 $1.99M 0.11% +32,900 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,591 shares; 2024Q1: 15,567 shares; 2024Q2: 15,360 shares; 2024Q3: 19,456 shares; 2024Q4: 19,745 shares 19,745 $1.96M 0.11% +289 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: 15,438 shares; 2024Q1: 15,387 shares; 2024Q2: 15,385 shares; 2024Q3: 7,394 shares; 2024Q4: 8,354 shares 8,354 $1.92M 0.11% +960 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: 30,775 shares; 2024Q1: 27,254 shares; 2024Q2: 25,284 shares; 2024Q3: 29,270 shares; 2024Q4: 29,661 shares 29,661 $1.76M 0.1% +391 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: 1,268 shares; 2024Q1: 1,339 shares; 2024Q2: 1,346 shares; 2024Q3: 2,226 shares; 2024Q4: 3,036 shares 3,036 $1.74M 0.1% +810 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: not reported; 2024Q1: not reported; 2024Q2: 4,504 shares; 2024Q3: 24,922 shares; 2024Q4: 74,766 shares 74,766 $1.73M 0.1% +49,844 Timeline DFEM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 79,362 shares; 2024Q1: 78,671 shares; 2024Q2: 64,687 shares; 2024Q3: 75,738 shares; 2024Q4: 64,464 shares 64,464 $1.69M 0.09% -11,274 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: 3,021 shares; 2024Q1: 3,078 shares; 2024Q2: 3,095 shares; 2024Q3: 3,102 shares; 2024Q4: 4,578 shares 4,578 $1.66M 0.09% +1,476 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: 14,721 shares; 2024Q1: 16,158 shares; 2024Q2: 15,153 shares; 2024Q3: 15,683 shares; 2024Q4: 14,858 shares 14,858 $1.65M 0.09% -825 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: 7,023 shares; 2024Q1: 7,192 shares; 2024Q2: 7,039 shares; 2024Q3: 6,862 shares; 2024Q4: 7,194 shares 7,194 $1.64M 0.09% +332 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,005 shares 5,005 $1.63M 0.09% +5 Timeline AVSU AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,397 shares; 2024Q1: 12,749 shares; 2024Q2: 20,804 shares; 2024Q3: 23,338 shares; 2024Q4: 23,924 shares 23,924 $1.58M 0.09% +586 Timeline BZH BEAZER HOMES USA INC More: the full row for BEAZER HOMES USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 57,399 shares; 2024Q1: 57,399 shares; 2024Q2: 57,399 shares; 2024Q3: 57,399 shares; 2024Q4: 57,399 shares 57,399 $1.58M 0.09% 0 Timeline ROOT ROOT INC More: the full row for ROOT 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: 21,257 shares 21,257 $1.54M 0.09% new Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD 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: 125,000 shares; 2024Q4: 125,000 shares 125,000 $1.52M 0.09% 0 Timeline JSI JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21,839 shares; 2024Q4: 29,192 shares 29,192 $1.51M 0.08% +7,353 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR 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: not reported; 2024Q3: 25,521 shares; 2024Q4: 25,531 shares 25,531 $1.5M 0.08% +10 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,874 shares; 2024Q1: 10,874 shares; 2024Q2: 10,874 shares; 2024Q3: 11,595 shares; 2024Q4: 11,595 shares 11,595 $1.48M 0.08% 0 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F 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: 119,530 shares; 2024Q4: 119,530 shares 119,530 $1.47M 0.08% 0 Timeline GSSC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,993 shares; 2024Q1: 28,387 shares; 2024Q2: 23,126 shares; 2024Q3: 21,892 shares; 2024Q4: 21,114 shares 21,114 $1.46M 0.08% -778 Timeline GGG GRACO INC More: the full row for GRACO 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: 17,272 shares; 2024Q4: 17,281 shares 17,281 $1.46M 0.08% +9 Timeline VGSH 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: 38,519 shares; 2024Q1: 35,963 shares; 2024Q2: 33,805 shares; 2024Q3: 31,270 shares; 2024Q4: 24,984 shares 24,984 $1.45M 0.08% -6,286 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,086 shares; 2024Q1: 6,099 shares; 2024Q2: 6,693 shares; 2024Q3: 11,657 shares; 2024Q4: 8,433 shares 8,433 $1.43M 0.08% -3,224 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: 5,010 shares; 2024Q1: 5,068 shares; 2024Q2: 4,967 shares; 2024Q3: 3,951 shares; 2024Q4: 3,965 shares 3,965 $1.43M 0.08% +14 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,792 shares; 2024Q1: 1,852 shares; 2024Q2: 1,756 shares; 2024Q3: 3,569 shares; 2024Q4: 3,307 shares 3,307 $1.4M 0.08% -262 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: 68,740 shares; 2024Q1: 68,740 shares; 2024Q2: 68,943 shares; 2024Q3: 50,943 shares; 2024Q4: 50,740 shares 50,740 $1.34M 0.07% -203 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,825 shares; 2024Q1: 15,100 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $1.32M 0.07% 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: 47,824 shares; 2024Q1: 48,246 shares; 2024Q2: 47,159 shares; 2024Q3: 50,608 shares; 2024Q4: 49,397 shares 49,397 $1.31M 0.07% -1,211 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: 2,650 shares; 2024Q1: 2,432 shares; 2024Q2: 3,581 shares; 2024Q3: 3,164 shares; 2024Q4: 3,201 shares 3,201 $1.29M 0.07% +37 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,718 shares; 2024Q1: 2,720 shares; 2024Q2: 2,720 shares; 2024Q3: 5,023 shares; 2024Q4: 5,029 shares 5,029 $1.28M 0.07% +6 Timeline AVSC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 26,446 shares; 2024Q1: 23,592 shares; 2024Q2: 23,592 shares; 2024Q3: 23,657 shares; 2024Q4: 23,118 shares 23,118 $1.26M 0.07% -539 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 658 shares; 2024Q4: 697 shares 697 $1.2M 0.07% +39 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: 7,203 shares; 2024Q1: 6,568 shares; 2024Q2: 6,391 shares; 2024Q3: 6,381 shares; 2024Q4: 6,219 shares 6,219 $1.19M 0.07% -162 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 7,203 shares; 2024Q1: 6,890 shares; 2024Q2: 6,828 shares; 2024Q3: 7,116 shares; 2024Q4: 7,072 shares 7,072 $1.18M 0.07% -44 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,967 shares; 2024Q1: 20,929 shares; 2024Q2: 19,775 shares; 2024Q3: 20,216 shares; 2024Q4: 39,500 shares 39,500 $1.17M 0.07% +19,284 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 8,554 shares; 2024Q1: 8,792 shares; 2024Q2: 12,044 shares; 2024Q3: 7,822 shares; 2024Q4: 11,512 shares 11,512 $1.17M 0.07% +3,690 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: 12,642 shares; 2024Q1: 12,662 shares; 2024Q2: 12,316 shares; 2024Q3: 12,558 shares; 2024Q4: 12,518 shares 12,518 $1.12M 0.06% -40 Timeline IWD 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: 3,981 shares; 2024Q1: 5,219 shares; 2024Q2: 5,204 shares; 2024Q3: 5,966 shares; 2024Q4: 6,001 shares 6,001 $1.11M 0.06% +35 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: 6,966 shares; 2024Q1: 7,455 shares; 2024Q2: 7,787 shares; 2024Q3: 7,739 shares; 2024Q4: 7,548 shares 7,548 $1.09M 0.06% -191 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: 6,610 shares; 2024Q1: 6,610 shares; 2024Q2: 5,392 shares; 2024Q3: 5,508 shares; 2024Q4: 4,480 shares 4,480 $1.08M 0.06% -1,028 Timeline EWU 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: 30,000 shares; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares 30,000 $1.02M 0.06% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,990 shares; 2024Q1: 24,296 shares; 2024Q2: 22,880 shares; 2024Q3: 22,521 shares; 2024Q4: 22,855 shares 22,855 $1.01M 0.06% +334 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: 7,833 shares; 2024Q1: 7,921 shares; 2024Q2: 7,879 shares; 2024Q3: 9,678 shares; 2024Q4: 9,729 shares 9,729 $1.01M 0.06% +51 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,655 shares; 2024Q1: 13,655 shares; 2024Q2: 13,655 shares; 2024Q3: 12,415 shares; 2024Q4: 32,090 shares 32,090 $1.01M 0.06% +19,675 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: 815 shares; 2024Q1: 946 shares; 2024Q2: 930 shares; 2024Q3: 796 shares; 2024Q4: 1,114 shares 1,114 $993K 0.06% +318 Timeline MOAT 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,921 shares; 2024Q4: 10,516 shares 10,516 $975K 0.05% +7,595 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: 2,341 shares; 2024Q1: 2,402 shares; 2024Q2: 4,617 shares; 2024Q3: 3,239 shares; 2024Q4: 3,228 shares 3,228 $958K 0.05% -11 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,840 shares 16,840 $951K 0.05% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM 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: 146 shares; 2024Q3: 2,313 shares; 2024Q4: 4,044 shares 4,044 $938K 0.05% +1,731 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 849 shares; 2024Q1: not reported; 2024Q2: 855 shares; 2024Q3: 2,588 shares; 2024Q4: 2,588 shares 2,588 $889K 0.05% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,602 shares; 2024Q1: 2,820 shares; 2024Q2: 2,725 shares; 2024Q3: 2,991 shares; 2024Q4: 2,999 shares 2,999 $878K 0.05% +8 Timeline DFIC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,310 shares; 2024Q1: 28,286 shares; 2024Q2: 28,286 shares; 2024Q3: 28,050 shares; 2024Q4: 33,334 shares 33,334 $862K 0.05% +5,284 Timeline IGV 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: 1,965 shares; 2024Q1: 9,075 shares; 2024Q2: 8,756 shares; 2024Q3: 8,756 shares; 2024Q4: 8,556 shares 8,556 $857K 0.05% -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: 3,608 shares; 2024Q1: 3,610 shares; 2024Q2: 3,807 shares; 2024Q3: 3,703 shares; 2024Q4: 4,396 shares 4,396 $824K 0.05% +693 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: 3,042 shares; 2024Q1: 3,349 shares; 2024Q2: 3,147 shares; 2024Q3: 3,847 shares; 2024Q4: 3,725 shares 3,725 $819K 0.05% -122 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,520 shares; 2024Q4: 3,520 shares 3,520 $818K 0.05% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,340 shares; 2024Q1: 4,370 shares; 2024Q2: 4,332 shares; 2024Q3: 5,464 shares; 2024Q4: 6,743 shares 6,743 $815K 0.05% +1,279 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,974 shares; 2024Q1: 3,869 shares; 2024Q2: 3,985 shares; 2024Q3: 4,026 shares; 2024Q4: 4,037 shares 4,037 $812K 0.05% +11 Timeline SUSA 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,658 shares; 2024Q4: 6,658 shares 6,658 $810K 0.05% 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: 5,642 shares; 2024Q1: 5,701 shares; 2024Q2: 5,830 shares; 2024Q3: 6,096 shares; 2024Q4: 5,933 shares 5,933 $777K 0.04% -163 Timeline PDP 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: 7,125 shares; 2024Q1: 7,125 shares; 2024Q2: 7,125 shares; 2024Q3: 7,125 shares; 2024Q4: 7,125 shares 7,125 $767K 0.04% 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: 5,086 shares; 2024Q1: 4,646 shares; 2024Q2: 5,108 shares; 2024Q3: 5,650 shares; 2024Q4: 4,914 shares 4,914 $755K 0.04% -736 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: 2,133 shares; 2024Q1: 2,095 shares; 2024Q2: 2,298 shares; 2024Q3: 2,708 shares; 2024Q4: 3,317 shares 3,317 $749K 0.04% +609 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 24,231 shares; 2024Q1: 24,404 shares; 2024Q2: 24,339 shares; 2024Q3: 24,018 shares; 2024Q4: 24,018 shares 24,018 $738K 0.04% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 19,020 shares; 2024Q1: 19,020 shares; 2024Q2: 18,972 shares; 2024Q3: 19,468 shares; 2024Q4: 25,023 shares 25,023 $731K 0.04% +5,555 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 20,294 shares; 2024Q1: 20,016 shares; 2024Q2: 20,163 shares; 2024Q3: 22,384 shares; 2024Q4: 22,354 shares 22,354 $721K 0.04% -30 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,638 shares; 2024Q3: 5,677 shares; 2024Q4: 5,677 shares 5,677 $709K 0.04% 0 Timeline SPHQ 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,348 shares 10,348 $694K 0.04% new Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,802 shares; 2024Q1: 2,865 shares; 2024Q2: 2,940 shares; 2024Q3: 2,809 shares; 2024Q4: 2,875 shares 2,875 $693K 0.04% +66 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 28,603 shares; 2024Q1: 28,200 shares; 2024Q2: 27,472 shares; 2024Q3: 27,250 shares; 2024Q4: 27,174 shares 27,174 $689K 0.04% -76 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,593 shares; 2024Q1: 2,753 shares; 2024Q2: 2,540 shares; 2024Q3: 2,603 shares; 2024Q4: 2,656 shares 2,656 $673K 0.04% +53 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: 8,279 shares; 2024Q1: 8,524 shares; 2024Q2: 8,391 shares; 2024Q3: 11,177 shares; 2024Q4: 11,211 shares 11,211 $670K 0.04% +34 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: 43,358 shares; 2024Q1: 41,067 shares; 2024Q2: 39,543 shares; 2024Q3: 38,429 shares; 2024Q4: 32,585 shares 32,585 $653K 0.04% -5,844 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,602 shares; 2024Q1: 1,557 shares; 2024Q2: 1,557 shares; 2024Q3: 1,517 shares; 2024Q4: 1,517 shares 1,517 $645K 0.04% 0 Timeline IJK 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: 7,060 shares; 2024Q1: 7,060 shares; 2024Q2: 7,060 shares; 2024Q3: 7,060 shares; 2024Q4: 7,060 shares 7,060 $642K 0.04% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,114 shares; 2024Q1: 2,091 shares; 2024Q2: 2,202 shares; 2024Q3: 3,219 shares; 2024Q4: 3,717 shares 3,717 $641K 0.04% +498 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: 963 shares; 2024Q1: 702 shares; 2024Q2: 666 shares; 2024Q3: 458 shares; 2024Q4: 1,227 shares 1,227 $640K 0.04% +769 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: 3,106 shares; 2024Q1: 3,106 shares; 2024Q2: 3,106 shares; 2024Q3: 4,952 shares; 2024Q4: 4,858 shares 4,858 $640K 0.04% -94 Timeline EFA 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: 3,366 shares; 2024Q1: 3,366 shares; 2024Q2: 3,640 shares; 2024Q3: 5,810 shares; 2024Q4: 8,455 shares 8,455 $639K 0.04% +2,645 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,342 shares; 2024Q1: 3,342 shares; 2024Q2: 3,298 shares; 2024Q3: 3,204 shares; 2024Q4: 3,204 shares 3,204 $635K 0.04% 0 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: 6,442 shares; 2024Q1: 5,614 shares; 2024Q2: 5,995 shares; 2024Q3: 5,110 shares; 2024Q4: 4,900 shares 4,900 $633K 0.04% -210 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,973 shares; 2024Q1: 6,125 shares; 2024Q2: 6,037 shares; 2024Q3: 5,856 shares; 2024Q4: 5,856 shares 5,856 $623K 0.03% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,278 shares; 2024Q1: 4,278 shares; 2024Q2: 4,322 shares; 2024Q3: 5,747 shares; 2024Q4: 5,541 shares 5,541 $614K 0.03% -206 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,248 shares; 2024Q4: 2,287 shares 2,287 $603K 0.03% +39 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,976 shares; 2024Q1: 2,022 shares; 2024Q2: 2,055 shares; 2024Q3: 3,041 shares; 2024Q4: 3,236 shares 3,236 $594K 0.03% +195 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,085 shares; 2024Q1: 1,113 shares; 2024Q2: 1,123 shares; 2024Q3: 1,686 shares; 2024Q4: 1,699 shares 1,699 $592K 0.03% +13 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: 1,713 shares; 2024Q3: 1,753 shares; 2024Q4: 1,757 shares 1,757 $578K 0.03% +4 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 4,095 shares; 2024Q1: 4,134 shares; 2024Q2: 3,675 shares; 2024Q3: 5,982 shares; 2024Q4: 7,870 shares 7,870 $566K 0.03% +1,888 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 142,000 shares; 2024Q1: 109,000 shares; 2024Q2: 109,000 shares; 2024Q3: 109,000 shares; 2024Q4: 109,000 shares 109,000 $562K 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: 967 shares; 2024Q1: 4,837 shares; 2024Q2: 4,837 shares; 2024Q3: 8,327 shares; 2024Q4: 8,986 shares 8,986 $560K 0.03% +659 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,454 shares; 2024Q4: 11,454 shares 11,454 $554K 0.03% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 250 shares; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 750 shares; 2024Q4: 500 shares 500 $553K 0.03% -250 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: 1,187 shares; 2024Q1: 1,319 shares; 2024Q2: 1,498 shares; 2024Q3: 1,541 shares; 2024Q4: 1,641 shares 1,641 $549K 0.03% +100 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: 5,381 shares; 2024Q1: 5,617 shares; 2024Q2: 5,753 shares; 2024Q3: 4,539 shares; 2024Q4: 4,715 shares 4,715 $546K 0.03% +176 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,316 shares; 2024Q1: 17,316 shares; 2024Q2: 18,893 shares; 2024Q3: 20,611 shares; 2024Q4: 21,415 shares 21,415 $542K 0.03% +804 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: 4,325 shares; 2024Q1: 4,332 shares; 2024Q2: 4,064 shares; 2024Q3: 6,712 shares; 2024Q4: 19,459 shares 19,459 $532K 0.03% +12,747 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,176 shares; 2024Q1: 3,236 shares; 2024Q2: 2,944 shares; 2024Q3: 1,487 shares; 2024Q4: 1,502 shares 1,502 $528K 0.03% +15 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: 5,910 shares; 2024Q1: 5,910 shares; 2024Q2: 5,887 shares; 2024Q3: 5,834 shares; 2024Q4: 5,765 shares 5,765 $526K 0.03% -69 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,994 shares; 2024Q1: 2,086 shares; 2024Q2: 2,086 shares; 2024Q3: 2,084 shares; 2024Q4: 2,076 shares 2,076 $522K 0.03% -8 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 862 shares; 2024Q4: 1,573 shares 1,573 $522K 0.03% +711 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: 1,737 shares; 2024Q1: 1,788 shares; 2024Q2: 2,077 shares; 2024Q3: 1,950 shares; 2024Q4: 2,913 shares 2,913 $519K 0.03% +963 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 26,392 shares; 2024Q2: 22,935 shares; 2024Q3: 21,799 shares; 2024Q4: 22,503 shares 22,503 $512K 0.03% +704 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE 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: not reported; 2024Q3: 17,258 shares; 2024Q4: 10,424 shares 10,424 $511K 0.03% -6,834 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: 10,854 shares; 2024Q1: 13,087 shares; 2024Q2: 12,589 shares; 2024Q3: 10,018 shares; 2024Q4: 11,607 shares 11,607 $510K 0.03% +1,589 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares 15,000 $509K 0.03% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,355 shares; 2024Q1: 1,087 shares; 2024Q2: 1,004 shares; 2024Q3: 784 shares; 2024Q4: 1,017 shares 1,017 $506K 0.03% +233 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,573 shares; 2024Q1: 9,561 shares; 2024Q2: 12,183 shares; 2024Q3: 12,246 shares; 2024Q4: 10,788 shares 10,788 $506K 0.03% -1,458 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,505 shares; 2024Q1: 10,505 shares; 2024Q2: 10,505 shares; 2024Q3: 10,505 shares; 2024Q4: 10,505 shares 10,505 $502K 0.03% 0 Timeline AVES AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 12,000 shares; 2024Q3: 10,801 shares; 2024Q4: 10,781 shares 10,781 $498K 0.03% -20 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 17,104 shares; 2024Q1: 16,880 shares; 2024Q2: 16,845 shares; 2024Q3: 16,846 shares; 2024Q4: 16,172 shares 16,172 $498K 0.03% -674 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,266 shares; 2024Q4: 2,201 shares 2,201 $494K 0.03% -65 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: 2,110 shares; 2024Q1: 2,383 shares; 2024Q2: 2,334 shares; 2024Q3: 2,405 shares; 2024Q4: 2,536 shares 2,536 $489K 0.03% +131 Timeline AVSD AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 14,023 shares; 2024Q1: 14,424 shares; 2024Q2: 7,274 shares; 2024Q3: 8,620 shares; 2024Q4: 8,736 shares 8,736 $486K 0.03% +116 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: 9,500 shares; 2024Q1: 10,180 shares; 2024Q2: 10,509 shares; 2024Q3: 9,639 shares; 2024Q4: 9,268 shares 9,268 $485K 0.03% -371 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,729 shares; 2024Q1: 2,884 shares; 2024Q2: 2,767 shares; 2024Q3: 3,554 shares; 2024Q4: 3,582 shares 3,582 $484K 0.03% +28 Timeline IGSB 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: 11,224 shares; 2024Q1: 8,424 shares; 2024Q2: 8,424 shares; 2024Q3: 9,224 shares; 2024Q4: 9,224 shares 9,224 $477K 0.03% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,007 shares; 2024Q3: 10,036 shares; 2024Q4: 7,007 shares 7,007 $470K 0.03% -3,029 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,125 shares; 2024Q4: 2,125 shares 2,125 $470K 0.03% 0 Timeline 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: not reported; 2024Q1: not reported; 2024Q2: 5,119 shares; 2024Q3: 5,000 shares; 2024Q4: 5,036 shares 5,036 $464K 0.03% +36 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 5,300 shares; 2024Q1: 5,300 shares; 2024Q2: 5,300 shares; 2024Q3: 5,430 shares; 2024Q4: 5,415 shares 5,415 $456K 0.03% -15 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,383 shares; 2024Q1: 1,373 shares; 2024Q2: 1,477 shares; 2024Q3: 1,725 shares; 2024Q4: 1,810 shares 1,810 $447K 0.03% +85 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 975 shares; 2024Q1: 693 shares; 2024Q2: 693 shares; 2024Q3: not reported; 2024Q4: 1,320 shares 1,320 $445K 0.02% new GRMN 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: 2,530 shares; 2024Q1: 2,450 shares; 2024Q2: 1,736 shares; 2024Q3: 2,244 shares; 2024Q4: 2,122 shares 2,122 $438K 0.02% -122 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: 1,061 shares; 2024Q1: 1,113 shares; 2024Q2: 1,087 shares; 2024Q3: 695 shares; 2024Q4: 830 shares 830 $432K 0.02% +135 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 2,123 shares; 2024Q1: 2,131 shares; 2024Q2: 2,088 shares; 2024Q3: 1,826 shares; 2024Q4: 1,833 shares 1,833 $430K 0.02% +7 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,693 shares; 2024Q4: 2,823 shares 2,823 $427K 0.02% +130 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,174 shares; 2024Q2: 1,173 shares; 2024Q3: 3,064 shares; 2024Q4: 3,030 shares 3,030 $423K 0.02% -34 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,329 shares; 2024Q1: 1,342 shares; 2024Q2: 1,413 shares; 2024Q3: 848 shares; 2024Q4: 1,761 shares 1,761 $422K 0.02% +913 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: 1,887 shares; 2024Q1: 1,784 shares; 2024Q2: 1,755 shares; 2024Q3: 2,749 shares; 2024Q4: 4,221 shares 4,221 $419K 0.02% +1,472 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: 1,653 shares; 2024Q1: 1,673 shares; 2024Q2: 1,636 shares; 2024Q3: 1,681 shares; 2024Q4: 1,594 shares 1,594 $415K 0.02% -87 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: not reported; 2024Q1: not reported; 2024Q2: 3,753 shares; 2024Q3: not reported; 2024Q4: 5,822 shares 5,822 $409K 0.02% new Timeline WAFD WAFD INC More: the full row for WAFD 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: 12,935 shares; 2024Q4: 12,348 shares 12,348 $398K 0.02% -587 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: not reported; 2024Q1: not reported; 2024Q2: 726 shares; 2024Q3: 1,389 shares; 2024Q4: 1,395 shares 1,395 $392K 0.02% +6 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 21,512 shares; 2024Q1: 21,653 shares; 2024Q2: 7,791 shares; 2024Q3: 7,300 shares; 2024Q4: 8,199 shares 8,199 $392K 0.02% +899 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: not reported; 2024Q1: not reported; 2024Q2: 2,862 shares; 2024Q3: 5,055 shares; 2024Q4: 5,457 shares 5,457 $391K 0.02% +402 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: not reported; 2024Q1: 1,279 shares; 2024Q2: not reported; 2024Q3: 1,314 shares; 2024Q4: 1,900 shares 1,900 $390K 0.02% +586 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: 1,519 shares; 2024Q1: 1,578 shares; 2024Q2: 1,847 shares; 2024Q3: 2,150 shares; 2024Q4: 2,169 shares 2,169 $384K 0.02% +19 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 1,505 shares 1,505 $384K 0.02% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 19,554 shares 19,554 $383K 0.02% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 888 shares; 2024Q4: 2,090 shares 2,090 $380K 0.02% +1,202 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,009 shares 3,009 $378K 0.02% new Timeline SHY 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: 2,959 shares; 2024Q1: 3,325 shares; 2024Q2: 3,325 shares; 2024Q3: 4,575 shares; 2024Q4: 4,583 shares 4,583 $376K 0.02% +8 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE 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: 115 shares; 2024Q4: 115 shares 115 $368K 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: not reported; 2024Q1: 2,276 shares; 2024Q2: 1,653 shares; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares 1,860 $367K 0.02% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL 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: 3,920 shares; 2024Q4: 3,920 shares 3,920 $363K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,329 shares; 2024Q1: 7,368 shares; 2024Q2: 5,731 shares; 2024Q3: 7,531 shares; 2024Q4: 9,462 shares 9,462 $355K 0.02% +1,931 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 393 shares; 2024Q1: 431 shares; 2024Q2: 375 shares; 2024Q3: 378 shares; 2024Q4: 558 shares 558 $350K 0.02% +180 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 328 shares 328 $348K 0.02% new Timeline AVSE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 10,830 shares; 2024Q1: 11,110 shares; 2024Q2: 5,982 shares; 2024Q3: 6,880 shares; 2024Q4: 6,725 shares 6,725 $339K 0.02% -155 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: 8,864 shares; 2024Q1: 5,494 shares; 2024Q2: 6,338 shares; 2024Q3: 5,983 shares; 2024Q4: 5,956 shares 5,956 $337K 0.02% -27 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,234 shares; 2024Q4: 4,236 shares 4,236 $333K 0.02% +2 Timeline IEFA 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: not reported; 2024Q1: 3,052 shares; 2024Q2: 2,977 shares; 2024Q3: 2,934 shares; 2024Q4: 4,724 shares 4,724 $332K 0.02% +1,790 Timeline ITOT 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,577 shares 2,577 $331K 0.02% new Timeline HSY HERSHEY CO More: the full row for HERSHEY 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: 1,969 shares; 2024Q4: 1,954 shares 1,954 $331K 0.02% -15 Timeline QUAL 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: not reported; 2024Q1: 1,588 shares; 2024Q2: 1,568 shares; 2024Q3: 1,568 shares; 2024Q4: 1,820 shares 1,820 $324K 0.02% +252 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,921 shares; 2024Q2: 13,925 shares; 2024Q3: 8,632 shares; 2024Q4: 8,680 shares 8,680 $323K 0.02% +48 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 59,665 shares; 2024Q1: 59,665 shares; 2024Q2: 5,600 shares; 2024Q3: 6,342 shares; 2024Q4: 7,990 shares 7,990 $322K 0.02% +1,648 Timeline IWY 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: 1,241 shares; 2024Q1: 1,241 shares; 2024Q2: 1,241 shares; 2024Q3: 1,361 shares; 2024Q4: 1,361 shares 1,361 $320K 0.02% 0 Timeline EEM 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: 6,667 shares; 2024Q1: 6,667 shares; 2024Q2: 6,667 shares; 2024Q3: 4,437 shares; 2024Q4: 7,592 shares 7,592 $317K 0.02% +3,155 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: 5,650 shares; 2024Q1: 5,693 shares; 2024Q2: 6,003 shares; 2024Q3: 3,461 shares; 2024Q4: 3,450 shares 3,450 $314K 0.02% -11 Timeline BCD ABRDN ETFS More: the full row for ABRDN ETFS 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: 10,000 shares; 2024Q4: 10,000 shares 10,000 $313K 0.02% 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: 1,230 shares; 2024Q1: 1,295 shares; 2024Q2: 1,200 shares; 2024Q3: not reported; 2024Q4: 1,115 shares 1,115 $308K 0.02% new 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: 3,310 shares; 2024Q4: 3,441 shares 3,441 $307K 0.02% +131 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,623 shares; 2024Q1: 1,623 shares; 2024Q2: 1,633 shares; 2024Q3: 1,075 shares; 2024Q4: 1,093 shares 1,093 $301K 0.02% +18 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: not reported; 2024Q1: 2,600 shares; 2024Q2: 2,508 shares; 2024Q3: 2,482 shares; 2024Q4: 2,531 shares 2,531 $297K 0.02% +49 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,030 shares; 2024Q4: 3,038 shares 3,038 $294K 0.02% +8 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,007 shares; 2024Q1: 1,001 shares; 2024Q2: 1,030 shares; 2024Q3: 1,003 shares; 2024Q4: 1,027 shares 1,027 $294K 0.02% +24 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 33,307 shares; 2024Q1: 35,627 shares; 2024Q2: 35,584 shares; 2024Q3: 9,713 shares; 2024Q4: 7,362 shares 7,362 $290K 0.02% -2,351 Timeline QQEW 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,320 shares 2,320 $290K 0.02% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 763 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 595 shares 595 $282K 0.02% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,059 shares; 2024Q1: 1,111 shares; 2024Q2: 1,140 shares; 2024Q3: 1,085 shares; 2024Q4: 1,014 shares 1,014 $280K 0.02% -71 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,226 shares; 2024Q1: 1,225 shares; 2024Q2: 1,225 shares; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares 1,225 $277K 0.02% 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: 3,122 shares; 2024Q1: 3,366 shares; 2024Q2: 2,871 shares; 2024Q3: 3,414 shares; 2024Q4: 3,187 shares 3,187 $274K 0.02% -227 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: 1,501 shares; 2024Q1: 1,507 shares; 2024Q2: 1,510 shares; 2024Q3: 211 shares; 2024Q4: 230 shares 230 $273K 0.02% +19 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,053 shares; 2024Q1: 1,064 shares; 2024Q2: 1,053 shares; 2024Q3: 655 shares; 2024Q4: 657 shares 657 $272K 0.02% +2 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: not reported; 2024Q1: 3,616 shares; 2024Q2: not reported; 2024Q3: 3,286 shares; 2024Q4: 3,162 shares 3,162 $270K 0.02% -124 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 2,272 shares; 2024Q4: 2,257 shares 2,257 $266K 0.01% -15 Timeline DTH 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: 7,000 shares; 2024Q1: 7,000 shares; 2024Q2: 7,000 shares; 2024Q3: 7,000 shares; 2024Q4: 7,000 shares 7,000 $264K 0.01% 0 Timeline IYW 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: 2,116 shares; 2024Q1: 1,611 shares; 2024Q2: 1,611 shares; 2024Q3: 1,611 shares; 2024Q4: 1,611 shares 1,611 $257K 0.01% 0 Timeline 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 401 shares 401 $255K 0.01% new Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,457 shares; 2024Q4: 1,457 shares 1,457 $252K 0.01% 0 CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 6,696 shares; 2024Q1: 6,895 shares; 2024Q2: 7,150 shares; 2024Q3: 6,085 shares; 2024Q4: 5,587 shares 5,587 $251K 0.01% -498 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,029 shares; 2024Q1: 1,167 shares; 2024Q2: 1,100 shares; 2024Q3: 721 shares; 2024Q4: 697 shares 697 $250K 0.01% -24 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 417 shares; 2024Q1: 435 shares; 2024Q2: 425 shares; 2024Q3: not reported; 2024Q4: 465 shares 465 $242K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,834 shares; 2024Q4: 1,896 shares 1,896 $239K 0.01% +62 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 48 shares 48 $238K 0.01% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,940 shares; 2024Q1: 4,094 shares; 2024Q2: 3,848 shares; 2024Q3: 2,640 shares; 2024Q4: 2,976 shares 2,976 $238K 0.01% +336 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD 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: 620 shares; 2024Q4: 629 shares 629 $236K 0.01% +9 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: not reported; 2024Q4: 523 shares 523 $234K 0.01% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS 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: 496 shares 496 $229K 0.01% new Timeline IWP 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: 2,023 shares; 2024Q1: 1,826 shares; 2024Q2: not reported; 2024Q3: 1,806 shares; 2024Q4: 1,806 shares 1,806 $229K 0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 461 shares; 2024Q1: 473 shares; 2024Q2: not reported; 2024Q3: 462 shares; 2024Q4: 476 shares 476 $229K 0.01% +14 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,628 shares; 2024Q1: 3,628 shares; 2024Q2: 3,628 shares; 2024Q3: 2,319 shares; 2024Q4: 2,325 shares 2,325 $228K 0.01% +6 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 1,867 shares; 2024Q1: 1,867 shares; 2024Q2: 1,867 shares; 2024Q3: 1,879 shares; 2024Q4: 1,879 shares 1,879 $228K 0.01% 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,177 shares; 2024Q4: 1,174 shares 1,174 $220K 0.01% -3 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,660 shares; 2024Q4: 1,660 shares 1,660 $219K 0.01% 0 Timeline FXU 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,763 shares 5,763 $218K 0.01% new 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: 805 shares; 2024Q1: not reported; 2024Q2: 883 shares; 2024Q3: 750 shares; 2024Q4: 743 shares 743 $216K 0.01% -7 Timeline IWV 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 644 shares; 2024Q4: 644 shares 644 $215K 0.01% 0 Timeline OLO INC OLO INC More: the full row for OLO 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: 19,160 shares; 2024Q3: 19,160 shares; 2024Q4: 27,774 shares 27,774 $213K 0.01% +8,614 INDA 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: 12,043 shares; 2024Q1: 12,043 shares; 2024Q2: 12,043 shares; 2024Q3: 12,043 shares; 2024Q4: 4,043 shares 4,043 $213K 0.01% -8,000 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX 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: 3,645 shares 3,645 $211K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 3,883 shares; 2024Q1: 3,154 shares; 2024Q2: 3,340 shares; 2024Q3: 2,532 shares; 2024Q4: 2,559 shares 2,559 $211K 0.01% +27 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK 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: 204 shares 204 $209K 0.01% new Timeline PBI PITNEY BOWES INC More: the full row for PITNEY BOWES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 16,750 shares; 2024Q1: 16,750 shares; 2024Q2: 26,227 shares; 2024Q3: 26,299 shares; 2024Q4: 28,813 shares 28,813 $209K 0.01% +2,514 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD 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: 2,434 shares; 2024Q4: 2,438 shares 2,438 $208K 0.01% +4 Timeline TOST TOAST INC More: the full row for TOAST 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: 7,299 shares; 2024Q4: 5,700 shares 5,700 $208K 0.01% -1,599 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 4,276 shares; 2024Q2: 4,285 shares; 2024Q3: 4,123 shares; 2024Q4: 4,110 shares 4,110 $208K 0.01% -13 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 2,204 shares; 2024Q2: not reported; 2024Q3: 2,937 shares; 2024Q4: 2,589 shares 2,589 $202K 0.01% -348 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 85,765 shares; 2024Q1: 64,615 shares; 2024Q2: 22,463 shares; 2024Q3: 20,463 shares; 2024Q4: 20,463 shares 20,463 $197K 0.01% 0 Timeline SRI STONERIDGE INC More: the full row for STONERIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 30,867 shares; 2024Q1: 30,867 shares; 2024Q2: 27,867 shares; 2024Q3: 27,867 shares; 2024Q4: 27,867 shares 27,867 $175K 0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 10,126 shares; 2024Q2: 10,087 shares; 2024Q3: 10,559 shares; 2024Q4: 10,559 shares 10,559 $164K 0.01% 0 UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 13,926 shares; 2024Q2: 12,592 shares; 2024Q3: 12,592 shares; 2024Q4: 12,267 shares 12,267 $91.5K 0.01% -325 Timeline GNW GENWORTH FINL INC More: the full row for GENWORTH FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,000 shares; 2024Q1: 13,000 shares; 2024Q2: 13,000 shares; 2024Q3: 13,000 shares; 2024Q4: 13,000 shares 13,000 $90.9K 0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 13,599 shares; 2024Q1: 13,599 shares; 2024Q2: 12,275 shares; 2024Q3: 10,275 shares; 2024Q4: 10,275 shares 10,275 $85.1K <0.01% 0 Timeline BHR BRAEMAR HOTELS & RESORTS INC More: the full row for BRAEMAR HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: restricted; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: 23,254 shares; 2024Q1: 23,254 shares; 2024Q2: 23,254 shares; 2024Q3: 23,254 shares; 2024Q4: 23,254 shares 23,254 $69.8K <0.01% 0 Timeline BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN 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: 17,000 shares 17,000 $16.6K <0.01% new PEBBLEBROOK HOTEL TR PEBBLEBROOK HOTEL TR More: the full row for PEBBLEBROOK HOTEL TR 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: 15,000 shares; 2024Q4: 15,000 shares 15,000 $13.9K <0.01% 0 DIGITALOCEAN HLDGS INC DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS 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: 15,000 shares; 2024Q4: 15,000 shares 15,000 $13.3K <0.01% 0 SNAP INC 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: not reported; 2024Q4: 12,000 shares 12,000 $10.4K <0.01% new