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: 27,497 shares; 2023Q2: 29,159 shares; 2023Q3: 36,063 shares; 2023Q4: 36,258 shares; 2024Q1: 56,162 shares; 2024Q2: 55,302 shares; 2024Q3: 54,895 shares; 2024Q4: 56,913 shares 56,913 $33.4M 10.72% +2,018 Timeline GBIL 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: 54,606 shares; 2023Q2: 98,930 shares; 2023Q3: 132,823 shares; 2023Q4: 166,337 shares; 2024Q1: 228,818 shares; 2024Q2: 253,853 shares; 2024Q3: 285,306 shares; 2024Q4: 256,747 shares 256,747 $25.7M 8.25% -28,559 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: 391,712 shares; 2023Q2: 390,726 shares; 2023Q3: 423,232 shares; 2023Q4: 424,682 shares; 2024Q1: 453,039 shares; 2024Q2: 450,573 shares; 2024Q3: 427,750 shares; 2024Q4: 445,126 shares 445,126 $25.1M 8.08% +17,376 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 188,153 shares; 2023Q2: 204,256 shares; 2023Q3: 204,377 shares; 2023Q4: 204,189 shares; 2024Q1: 202,037 shares; 2024Q2: 194,810 shares; 2024Q3: 247,569 shares; 2024Q4: 264,535 shares 264,535 $16.2M 5.22% +16,966 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: 144,647 shares; 2023Q2: 155,670 shares; 2023Q3: 153,201 shares; 2023Q4: 151,819 shares; 2024Q1: 156,050 shares; 2024Q2: 144,975 shares; 2024Q3: 146,818 shares; 2024Q4: 150,382 shares 150,382 $14.6M 4.69% +3,564 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: 11,054 shares; 2023Q2: 11,499 shares; 2023Q3: 11,834 shares; 2023Q4: 13,739 shares; 2024Q1: 20,760 shares; 2024Q2: 22,388 shares; 2024Q3: 25,441 shares; 2024Q4: 20,163 shares 20,163 $10.3M 3.31% -5,278 Timeline AVSF 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 167,400 shares; 2024Q2: 166,757 shares; 2024Q3: 176,453 shares; 2024Q4: 185,753 shares 185,753 $8.57M 2.76% +9,300 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: 38,778 shares; 2023Q2: 39,638 shares; 2023Q3: 39,560 shares; 2023Q4: 41,105 shares; 2024Q1: 36,684 shares; 2024Q2: 36,228 shares; 2024Q3: 35,920 shares; 2024Q4: 34,133 shares 34,133 $8.55M 2.75% -1,787 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: 16,558 shares; 2023Q2: 28,443 shares; 2023Q3: 32,341 shares; 2023Q4: 33,540 shares; 2024Q1: 34,212 shares; 2024Q2: 34,366 shares; 2024Q3: 34,430 shares; 2024Q4: 34,212 shares 34,212 $7.51M 2.41% -218 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 160,221 shares; 2023Q2: 165,864 shares; 2023Q3: 152,946 shares; 2023Q4: 146,924 shares; 2024Q1: 146,920 shares; 2024Q2: 139,903 shares; 2024Q3: 130,768 shares; 2024Q4: 133,029 shares 133,029 $6.92M 2.22% +2,261 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: 9,476 shares; 2023Q2: 9,539 shares; 2023Q3: 8,414 shares; 2023Q4: 8,184 shares; 2024Q1: 54,915 shares; 2024Q2: 51,820 shares; 2024Q3: 64,608 shares; 2024Q4: 67,423 shares 67,423 $6.51M 2.09% +2,815 Timeline QGRO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39,390 shares; 2024Q4: 44,428 shares 44,428 $4.43M 1.42% +5,038 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: 7,553 shares; 2023Q2: 9,972 shares; 2023Q3: 10,586 shares; 2023Q4: 10,741 shares; 2024Q1: 11,016 shares; 2024Q2: 11,201 shares; 2024Q3: 11,243 shares; 2024Q4: 10,349 shares 10,349 $4.36M 1.4% -894 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,888 shares; 2023Q2: 20,198 shares; 2023Q3: 26,271 shares; 2023Q4: 96,619 shares; 2024Q1: 280,630 shares; 2024Q2: 297,236 shares; 2024Q3: 263,087 shares; 2024Q4: 114,882 shares 114,882 $4.27M 1.37% -148,205 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 71,630 shares; 2023Q2: 73,647 shares; 2023Q3: 70,720 shares; 2023Q4: 70,226 shares; 2024Q1: 72,579 shares; 2024Q2: 75,457 shares; 2024Q3: 79,926 shares; 2024Q4: 79,913 shares 79,913 $3.89M 1.25% -13 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,720 shares; 2023Q2: 10,144 shares; 2023Q3: 10,633 shares; 2023Q4: 10,539 shares; 2024Q1: 10,326 shares; 2024Q2: 9,612 shares; 2024Q3: 9,589 shares; 2024Q4: 9,285 shares 9,285 $3.37M 1.08% -304 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,122 shares; 2023Q2: 7,072 shares; 2023Q3: 7,833 shares; 2023Q4: 55,488 shares; 2024Q1: 217,509 shares; 2024Q2: 219,444 shares; 2024Q3: 208,404 shares; 2024Q4: 84,503 shares 84,503 $2.98M 0.96% -123,901 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: 5,651 shares; 2023Q2: 5,252 shares; 2023Q3: 5,213 shares; 2023Q4: 5,550 shares; 2024Q1: 3,632 shares; 2024Q2: 35,043 shares; 2024Q3: 31,978 shares; 2024Q4: 20,068 shares 20,068 $2.69M 0.87% -11,910 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 139,267 shares; 2023Q2: 137,514 shares; 2023Q3: 157,366 shares; 2023Q4: 154,766 shares; 2024Q1: 110,773 shares; 2024Q2: 113,237 shares; 2024Q3: 78,739 shares; 2024Q4: 38,934 shares 38,934 $2.68M 0.86% -39,805 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: 7,655 shares; 2023Q2: 9,998 shares; 2023Q3: 10,056 shares; 2023Q4: 9,985 shares; 2024Q1: 30,161 shares; 2024Q2: 30,696 shares; 2024Q3: 30,596 shares; 2024Q4: 29,288 shares 29,288 $2.65M 0.85% -1,308 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: 3,090 shares; 2023Q2: 6,474 shares; 2023Q3: 8,691 shares; 2023Q4: 9,668 shares; 2024Q1: 9,884 shares; 2024Q2: 9,583 shares; 2024Q3: 9,641 shares; 2024Q4: 9,457 shares 9,457 $2.27M 0.73% -184 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 201,692 shares; 2023Q2: 212,787 shares; 2023Q3: 240,309 shares; 2023Q4: 241,051 shares; 2024Q1: 47,252 shares; 2024Q2: 52,572 shares; 2024Q3: 59,330 shares; 2024Q4: 64,035 shares 64,035 $2.1M 0.67% +4,705 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: 10,348 shares; 2023Q2: 10,586 shares; 2023Q3: 10,825 shares; 2023Q4: 11,610 shares; 2024Q1: 12,581 shares; 2024Q2: 13,125 shares; 2024Q3: 13,200 shares; 2024Q4: 12,508 shares 12,508 $2.1M 0.67% -692 Timeline AVGE 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: not reported; 2023Q2: not reported; 2023Q3: 20,059 shares; 2023Q4: 20,574 shares; 2024Q1: 21,723 shares; 2024Q2: 23,765 shares; 2024Q3: 25,748 shares; 2024Q4: 27,618 shares 27,618 $2M 0.64% +1,870 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,924 shares; 2024Q4: 39,167 shares 39,167 $1.99M 0.64% +3,243 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: 3,859 shares; 2023Q2: 6,629 shares; 2023Q3: 6,919 shares; 2023Q4: 6,951 shares; 2024Q1: 6,977 shares; 2024Q2: 6,732 shares; 2024Q3: 5,777 shares; 2024Q4: 4,079 shares 4,079 $1.73M 0.56% -1,698 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: 7,625 shares; 2023Q2: 7,766 shares; 2023Q3: 8,035 shares; 2023Q4: 7,179 shares; 2024Q1: 7,267 shares; 2024Q2: 7,155 shares; 2024Q3: 7,289 shares; 2024Q4: 2,779 shares 2,779 $1.64M 0.53% -4,510 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: 2,538 shares; 2023Q2: 3,359 shares; 2023Q3: 3,714 shares; 2023Q4: 3,707 shares; 2024Q1: 3,731 shares; 2024Q2: 3,596 shares; 2024Q3: 3,569 shares; 2024Q4: 3,605 shares 3,605 $1.63M 0.53% +36 Timeline REFR RESEARCH FRONTIERS INC More: the full row for RESEARCH FRONTIERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 948,038 shares; 2023Q2: 958,049 shares; 2023Q3: 962,038 shares; 2023Q4: 925,038 shares; 2024Q1: 862,838 shares; 2024Q2: 922,808 shares; 2024Q3: 941,258 shares; 2024Q4: 950,458 shares 950,458 $1.63M 0.52% +9,200 Timeline COM DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 106,072 shares; 2023Q2: 112,959 shares; 2023Q3: 118,042 shares; 2023Q4: 117,298 shares; 2024Q1: 60,889 shares; 2024Q2: 60,692 shares; 2024Q3: 57,846 shares; 2024Q4: 53,238 shares 53,238 $1.51M 0.48% -4,608 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: 4,802 shares; 2023Q2: 4,132 shares; 2023Q3: 4,334 shares; 2023Q4: 4,381 shares; 2024Q1: 4,688 shares; 2024Q2: 3,673 shares; 2024Q3: 3,786 shares; 2024Q4: 3,624 shares 3,624 $1.46M 0.47% -162 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,208 shares; 2023Q2: 2,756 shares; 2023Q3: 2,669 shares; 2023Q4: not reported; 2024Q1: 1,136 shares; 2024Q2: 775 shares; 2024Q3: 60,917 shares; 2024Q4: 55,375 shares 55,375 $1.43M 0.46% -5,542 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51,564 shares; 2024Q1: 126,947 shares; 2024Q2: 125,992 shares; 2024Q3: 125,090 shares; 2024Q4: 45,085 shares 45,085 $1.41M 0.45% -80,005 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: 5,733 shares; 2023Q2: 6,484 shares; 2023Q3: 6,693 shares; 2023Q4: 6,701 shares; 2024Q1: 7,089 shares; 2024Q2: 7,525 shares; 2024Q3: 7,598 shares; 2024Q4: 7,294 shares 7,294 $1.38M 0.44% -304 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares; 2024Q4: 2 shares 2 $1.36M 0.44% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 50,004 shares; 2023Q2: 47,815 shares; 2023Q3: 41,597 shares; 2023Q4: 33,634 shares; 2024Q1: 25,994 shares; 2024Q2: 24,914 shares; 2024Q3: 22,144 shares; 2024Q4: 10,040 shares 10,040 $1.29M 0.42% -12,104 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: 3,600 shares; 2023Q2: 3,907 shares; 2023Q3: 4,113 shares; 2023Q4: 4,933 shares; 2024Q1: 5,122 shares; 2024Q2: 5,076 shares; 2024Q3: 5,129 shares; 2024Q4: 4,037 shares 4,037 $1.28M 0.41% -1,092 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: 900 shares; 2023Q2: 1,552 shares; 2023Q3: 1,716 shares; 2023Q4: 1,666 shares; 2024Q1: 1,727 shares; 2024Q2: 1,708 shares; 2024Q3: 1,707 shares; 2024Q4: 1,567 shares 1,567 $1.21M 0.39% -140 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: 19,684 shares; 2023Q2: 19,547 shares; 2023Q3: 13,266 shares; 2023Q4: 13,658 shares; 2024Q1: 12,570 shares; 2024Q2: 12,792 shares; 2024Q3: 13,142 shares; 2024Q4: 7,434 shares 7,434 $1.19M 0.38% -5,708 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: 1,579 shares; 2023Q2: 1,647 shares; 2023Q3: 1,894 shares; 2023Q4: 2,461 shares; 2024Q1: 2,534 shares; 2024Q2: 2,595 shares; 2024Q3: 2,632 shares; 2024Q4: 2,315 shares 2,315 $1.17M 0.38% -317 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,928 shares; 2023Q2: 5,056 shares; 2023Q3: 5,086 shares; 2023Q4: 5,329 shares; 2024Q1: 5,543 shares; 2024Q2: 5,573 shares; 2024Q3: 5,681 shares; 2024Q4: 5,691 shares 5,691 $1.1M 0.35% +10 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: 6,297 shares; 2023Q2: 6,478 shares; 2023Q3: 6,503 shares; 2023Q4: 7,453 shares; 2024Q1: 7,658 shares; 2024Q2: 7,663 shares; 2024Q3: 7,871 shares; 2024Q4: 7,282 shares 7,282 $1.05M 0.34% -589 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 62,791 shares; 2023Q2: 61,468 shares; 2023Q3: 60,465 shares; 2023Q4: 53,925 shares; 2024Q1: 47,044 shares; 2024Q2: 46,199 shares; 2024Q3: 46,128 shares; 2024Q4: 23,078 shares 23,078 $1.04M 0.34% -23,050 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 77,960 shares; 2023Q2: 72,274 shares; 2023Q3: 66,596 shares; 2023Q4: 57,350 shares; 2024Q1: 58,883 shares; 2024Q2: 50,179 shares; 2024Q3: 20,424 shares; 2024Q4: 20,286 shares 20,286 $1.02M 0.33% -138 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: 5,429 shares; 2023Q2: 6,255 shares; 2023Q3: 6,326 shares; 2023Q4: 6,683 shares; 2024Q1: 6,548 shares; 2024Q2: 6,638 shares; 2024Q3: 6,756 shares; 2024Q4: 6,655 shares 6,655 $1.01M 0.33% -101 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,342 shares; 2023Q2: 4,742 shares; 2023Q3: 4,872 shares; 2023Q4: 5,061 shares; 2024Q1: 5,078 shares; 2024Q2: 5,277 shares; 2024Q3: 5,408 shares; 2024Q4: 4,975 shares 4,975 $1M 0.32% -433 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: 1,077 shares; 2023Q2: 1,144 shares; 2023Q3: 1,144 shares; 2023Q4: 1,096 shares; 2024Q1: 1,125 shares; 2024Q2: 1,145 shares; 2024Q3: 1,128 shares; 2024Q4: 1,109 shares 1,109 $988K 0.32% -19 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,224 shares; 2024Q1: 9,853 shares; 2024Q2: 10,296 shares; 2024Q3: 10,585 shares; 2024Q4: 9,471 shares 9,471 $965K 0.31% -1,114 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 22,868 shares; 2023Q2: 23,740 shares; 2023Q3: 20,001 shares; 2023Q4: 22,525 shares; 2024Q1: 22,200 shares; 2024Q2: 30,620 shares; 2024Q3: 31,785 shares; 2024Q4: 24,345 shares 24,345 $935K 0.3% -7,440 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,879 shares; 2023Q2: 14,059 shares; 2023Q3: 17,706 shares; 2023Q4: 17,675 shares; 2024Q1: 14,132 shares; 2024Q2: 13,870 shares; 2024Q3: 14,174 shares; 2024Q4: 12,298 shares 12,298 $929K 0.3% -1,876 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: 7,431 shares; 2023Q2: 7,747 shares; 2023Q3: 8,122 shares; 2023Q4: 9,224 shares; 2024Q1: 9,375 shares; 2024Q2: 9,794 shares; 2024Q3: 10,007 shares; 2024Q4: 8,956 shares 8,956 $926K 0.3% -1,051 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,971 shares; 2023Q2: 2,971 shares; 2023Q3: 4,365 shares; 2023Q4: 18,489 shares; 2024Q1: 80,240 shares; 2024Q2: 90,130 shares; 2024Q3: 76,961 shares; 2024Q4: 30,094 shares 30,094 $879K 0.28% -46,867 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: 4,869 shares; 2023Q2: 7,212 shares; 2023Q3: 7,094 shares; 2023Q4: 7,322 shares; 2024Q1: 7,305 shares; 2024Q2: 7,310 shares; 2024Q3: 7,175 shares; 2024Q4: 8,066 shares 8,066 $868K 0.28% +891 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: 162 shares; 2023Q2: 315 shares; 2023Q3: 7,804 shares; 2023Q4: 8,763 shares; 2024Q1: 1,988 shares; 2024Q2: 3,409 shares; 2024Q3: 20,610 shares; 2024Q4: 8,522 shares 8,522 $865K 0.28% -12,088 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: 197 shares; 2023Q2: 473 shares; 2023Q3: 703 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 643 shares; 2024Q3: 646 shares; 2024Q4: 4,151 shares 4,151 $853K 0.27% +3,505 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,303 shares; 2023Q2: 34,935 shares; 2023Q3: 29,942 shares; 2023Q4: 25,490 shares; 2024Q1: 15,667 shares; 2024Q2: 15,500 shares; 2024Q3: 19,775 shares; 2024Q4: 8,712 shares 8,712 $844K 0.27% -11,063 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: 1,061 shares; 2023Q2: 1,099 shares; 2023Q3: 1,138 shares; 2023Q4: 1,284 shares; 2024Q1: 1,269 shares; 2024Q2: 2,336 shares; 2024Q3: 2,431 shares; 2024Q4: 2,860 shares 2,860 $817K 0.26% +429 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,174 shares; 2023Q2: 10,535 shares; 2023Q3: 10,782 shares; 2023Q4: 12,214 shares; 2024Q1: 13,107 shares; 2024Q2: 15,400 shares; 2024Q3: 15,947 shares; 2024Q4: 14,269 shares 14,269 $809K 0.26% -1,678 ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,986 shares; 2023Q2: 4,118 shares; 2023Q3: 4,289 shares; 2023Q4: 4,833 shares; 2024Q1: 4,882 shares; 2024Q2: 5,117 shares; 2024Q3: 5,262 shares; 2024Q4: 5,390 shares 5,390 $803K 0.26% +128 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: 4,283 shares; 2023Q2: 5,559 shares; 2023Q3: 5,559 shares; 2023Q4: 5,528 shares; 2024Q1: 5,440 shares; 2024Q2: 5,690 shares; 2024Q3: 5,840 shares; 2024Q4: 5,912 shares 5,912 $763K 0.25% +72 Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 35,172 shares; 2023Q2: 15,477 shares; 2023Q3: 15,723 shares; 2023Q4: 15,570 shares; 2024Q1: 15,103 shares; 2024Q2: 12,852 shares; 2024Q3: 12,434 shares; 2024Q4: 12,641 shares 12,641 $756K 0.24% +207 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: 153 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 4,275 shares; 2024Q3: 4,378 shares; 2024Q4: 3,794 shares 3,794 $749K 0.24% -584 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: 1,828 shares; 2023Q2: 1,814 shares; 2023Q3: 1,893 shares; 2023Q4: 2,079 shares; 2024Q1: 2,198 shares; 2024Q2: 2,258 shares; 2024Q3: 2,326 shares; 2024Q4: 2,115 shares 2,115 $744K 0.24% -211 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: 2,962 shares; 2023Q2: 1,674 shares; 2023Q3: 7,737 shares; 2023Q4: 10,981 shares; 2024Q1: 12,612 shares; 2024Q2: 13,283 shares; 2024Q3: 13,807 shares; 2024Q4: 10,358 shares 10,358 $743K 0.24% -3,449 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: 16,993 shares; 2023Q2: 17,118 shares; 2023Q3: 14,333 shares; 2023Q4: 14,763 shares; 2024Q1: 6,269 shares; 2024Q2: 6,728 shares; 2024Q3: 9,428 shares; 2024Q4: 4,083 shares 4,083 $727K 0.23% -5,345 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: 2,805 shares; 2023Q2: 2,854 shares; 2023Q3: 2,832 shares; 2023Q4: 2,850 shares; 2024Q1: 2,652 shares; 2024Q2: 2,516 shares; 2024Q3: 2,528 shares; 2024Q4: 2,493 shares 2,493 $723K 0.23% -35 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: 87 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 6,323 shares; 2024Q2: 9,837 shares; 2024Q3: 10,188 shares; 2024Q4: 9,124 shares 9,124 $713K 0.23% -1,064 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,017 shares 9,017 $707K 0.23% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,144 shares; 2023Q2: 1,289 shares; 2023Q3: 1,151 shares; 2023Q4: 1,221 shares; 2024Q1: 1,698 shares; 2024Q2: 1,768 shares; 2024Q3: 1,795 shares; 2024Q4: 1,576 shares 1,576 $701K 0.23% -219 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: 1,851 shares; 2023Q2: 3,294 shares; 2023Q3: 3,335 shares; 2023Q4: 3,191 shares; 2024Q1: 3,295 shares; 2024Q2: 2,125 shares; 2024Q3: 2,202 shares; 2024Q4: 1,787 shares 1,787 $695K 0.22% -415 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: 3,532 shares; 2023Q2: 3,509 shares; 2023Q3: 3,549 shares; 2023Q4: 3,611 shares; 2024Q1: 3,712 shares; 2024Q2: 3,288 shares; 2024Q3: 3,321 shares; 2024Q4: 3,482 shares 3,482 $663K 0.21% +161 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,125 shares; 2024Q4: 4,585 shares 4,585 $656K 0.21% -540 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,589 shares; 2024Q2: 14,662 shares; 2024Q3: 29,676 shares; 2024Q4: 12,717 shares 12,717 $652K 0.21% -16,959 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 22 shares; 2024Q3: 2,371 shares; 2024Q4: 2,093 shares 2,093 $629K 0.2% -278 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,933 shares; 2023Q2: 2,001 shares; 2023Q3: 2,089 shares; 2023Q4: 2,356 shares; 2024Q1: 2,936 shares; 2024Q2: 2,978 shares; 2024Q3: 3,077 shares; 2024Q4: 2,765 shares 2,765 $627K 0.2% -312 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,591 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,657 shares; 2024Q4: 11,393 shares 11,393 $624K 0.2% +736 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,823 shares; 2023Q2: 5,000 shares; 2023Q3: 6,457 shares; 2023Q4: 7,416 shares; 2024Q1: 7,505 shares; 2024Q2: 7,825 shares; 2024Q3: 8,161 shares; 2024Q4: 7,325 shares 7,325 $622K 0.2% -836 Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 49,560 shares; 2023Q2: 53,600 shares; 2023Q3: 53,600 shares; 2023Q4: 49,020 shares; 2024Q1: 48,880 shares; 2024Q2: 50,880 shares; 2024Q3: 52,580 shares; 2024Q4: 52,580 shares 52,580 $600K 0.19% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,076 shares; 2023Q2: 1,104 shares; 2023Q3: 1,154 shares; 2023Q4: 1,291 shares; 2024Q1: 1,390 shares; 2024Q2: 1,416 shares; 2024Q3: 1,466 shares; 2024Q4: 941 shares 941 $591K 0.19% -525 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17 shares; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 13 shares; 2024Q3: 12 shares; 2024Q4: 2,742 shares 2,742 $586K 0.19% +2,730 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,078 shares; 2024Q4: 5,431 shares 5,431 $580K 0.19% -647 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: 1,978 shares; 2023Q2: 1,483 shares; 2023Q3: 1,522 shares; 2023Q4: 1,722 shares; 2024Q1: 1,873 shares; 2024Q2: 2,360 shares; 2024Q3: 1,834 shares; 2024Q4: 3,158 shares 3,158 $575K 0.18% +1,324 Timeline QDPL 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 4,878 shares; 2024Q3: 10,613 shares; 2024Q4: 14,963 shares 14,963 $574K 0.18% +4,350 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 433 shares; 2023Q2: 2,582 shares; 2023Q3: 2,698 shares; 2023Q4: 2,726 shares; 2024Q1: 2,569 shares; 2024Q2: 2,375 shares; 2024Q3: 2,251 shares; 2024Q4: 2,251 shares 2,251 $571K 0.18% 0 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: 35,852 shares; 2023Q2: 35,852 shares; 2023Q3: 35,852 shares; 2023Q4: 35,453 shares; 2024Q1: 33,533 shares; 2024Q2: 31,613 shares; 2024Q3: 32,133 shares; 2024Q4: 29,117 shares 29,117 $570K 0.18% -3,016 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 397 shares; 2023Q4: 453 shares; 2024Q1: 487 shares; 2024Q2: 508 shares; 2024Q3: 326 shares; 2024Q4: 286 shares 286 $569K 0.18% -40 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,986 shares 4,986 $551K 0.18% new Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 438 shares; 2023Q2: 1,088 shares; 2023Q3: 1,593 shares; 2023Q4: not reported; 2024Q1: 26,662 shares; 2024Q2: 33,317 shares; 2024Q3: 36,836 shares; 2024Q4: 15,652 shares 15,652 $547K 0.18% -21,184 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: 509 shares; 2023Q2: 1,309 shares; 2023Q3: 1,050 shares; 2023Q4: 1,051 shares; 2024Q1: 1,057 shares; 2024Q2: 1,076 shares; 2024Q3: 1,078 shares; 2024Q4: 1,082 shares 1,082 $539K 0.17% +4 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,733 shares; 2023Q2: 1,820 shares; 2023Q3: 1,617 shares; 2023Q4: 1,814 shares; 2024Q1: 2,638 shares; 2024Q2: 2,790 shares; 2024Q3: 2,882 shares; 2024Q4: 2,581 shares 2,581 $536K 0.17% -301 Timeline APTV APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,822 shares 8,822 $534K 0.17% new Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,077 shares; 2023Q2: 5,267 shares; 2023Q3: 5,517 shares; 2023Q4: 6,284 shares; 2024Q1: 7,431 shares; 2024Q2: 8,982 shares; 2024Q3: 9,322 shares; 2024Q4: 8,327 shares 8,327 $522K 0.17% -995 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: 2,363 shares; 2023Q2: 1,935 shares; 2023Q3: 2,025 shares; 2023Q4: 2,294 shares; 2024Q1: 2,335 shares; 2024Q2: 2,438 shares; 2024Q3: 2,541 shares; 2024Q4: 2,267 shares 2,267 $520K 0.17% -274 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,095 shares; 2023Q2: 12,695 shares; 2023Q3: 12,695 shares; 2023Q4: 12,695 shares; 2024Q1: 11,795 shares; 2024Q2: 11,075 shares; 2024Q3: 10,075 shares; 2024Q4: 9,191 shares 9,191 $517K 0.17% -884 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: 2,848 shares; 2023Q2: 2,468 shares; 2023Q3: 2,468 shares; 2023Q4: 2,421 shares; 2024Q1: 2,304 shares; 2024Q2: 2,319 shares; 2024Q3: 2,335 shares; 2024Q4: 2,280 shares 2,280 $515K 0.17% -55 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 48,326 shares; 2023Q2: 47,001 shares; 2023Q3: 59,584 shares; 2023Q4: 53,062 shares; 2024Q1: 33,413 shares; 2024Q2: 33,106 shares; 2024Q3: 22,082 shares; 2024Q4: 9,552 shares 9,552 $501K 0.16% -12,530 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: 21,168 shares; 2023Q2: 22,948 shares; 2023Q3: 19,796 shares; 2023Q4: 20,147 shares; 2024Q1: 20,901 shares; 2024Q2: 20,009 shares; 2024Q3: 21,573 shares; 2024Q4: 21,818 shares 21,818 $497K 0.16% +245 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: 307 shares; 2023Q2: 957 shares; 2023Q3: 1,102 shares; 2023Q4: 1,180 shares; 2024Q1: 1,170 shares; 2024Q2: 1,149 shares; 2024Q3: 1,139 shares; 2024Q4: 1,165 shares 1,165 $478K 0.15% +26 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,938 shares; 2023Q2: 4,091 shares; 2023Q3: 4,282 shares; 2023Q4: 4,865 shares; 2024Q1: 4,811 shares; 2024Q2: 8,678 shares; 2024Q3: 9,004 shares; 2024Q4: 8,050 shares 8,050 $472K 0.15% -954 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,705 shares; 2023Q2: 1,774 shares; 2023Q3: 1,863 shares; 2023Q4: 2,135 shares; 2024Q1: 2,254 shares; 2024Q2: 2,359 shares; 2024Q3: 2,459 shares; 2024Q4: 2,206 shares 2,206 $463K 0.15% -253 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,536 shares; 2023Q2: 13,187 shares; 2023Q3: 13,824 shares; 2023Q4: 13,680 shares; 2024Q1: 13,300 shares; 2024Q2: 10,934 shares; 2024Q3: 8,998 shares; 2024Q4: 9,011 shares 9,011 $428K 0.14% +13 Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,273 shares; 2023Q2: 6,273 shares; 2023Q3: 6,273 shares; 2023Q4: 6,273 shares; 2024Q1: 6,273 shares; 2024Q2: 5,648 shares; 2024Q3: 5,648 shares; 2024Q4: 5,648 shares 5,648 $427K 0.14% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 829 shares; 2023Q2: 560 shares; 2023Q3: 621 shares; 2023Q4: 689 shares; 2024Q1: 564 shares; 2024Q2: 784 shares; 2024Q3: 801 shares; 2024Q4: 713 shares 713 $422K 0.14% -88 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,895 shares; 2023Q4: not reported; 2024Q1: 5,900 shares; 2024Q2: 9,525 shares; 2024Q3: 10,260 shares; 2024Q4: 12,860 shares 12,860 $421K 0.14% +2,600 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,437 shares; 2023Q2: 2,540 shares; 2023Q3: 2,650 shares; 2023Q4: 3,023 shares; 2024Q1: 3,069 shares; 2024Q2: 3,169 shares; 2024Q3: 16,439 shares; 2024Q4: 10,501 shares 10,501 $418K 0.13% -5,938 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: 3,105 shares; 2023Q2: 4,019 shares; 2023Q3: 3,176 shares; 2023Q4: 2,675 shares; 2024Q1: 2,647 shares; 2024Q2: 2,593 shares; 2024Q3: 2,545 shares; 2024Q4: 2,377 shares 2,377 $417K 0.13% -168 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: 2,138 shares; 2023Q2: 2,529 shares; 2023Q3: 2,515 shares; 2023Q4: 2,106 shares; 2024Q1: 2,077 shares; 2024Q2: 2,079 shares; 2024Q3: 2,079 shares; 2024Q4: 2,083 shares 2,083 $391K 0.13% +4 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: 3,662 shares; 2023Q2: 6,064 shares; 2023Q3: 6,057 shares; 2023Q4: 4,758 shares; 2024Q1: 4,280 shares; 2024Q2: 4,043 shares; 2024Q3: 3,935 shares; 2024Q4: 3,374 shares 3,374 $389K 0.13% -561 Timeline VOE 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: 427 shares; 2023Q2: 2,569 shares; 2023Q3: 2,698 shares; 2023Q4: 2,838 shares; 2024Q1: 2,662 shares; 2024Q2: 2,463 shares; 2024Q3: 2,339 shares; 2024Q4: 2,339 shares 2,339 $378K 0.12% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,174 shares; 2023Q2: 13,119 shares; 2023Q3: 13,734 shares; 2023Q4: 13,652 shares; 2024Q1: 12,816 shares; 2024Q2: 12,083 shares; 2024Q3: 11,382 shares; 2024Q4: 11,382 shares 11,382 $378K 0.12% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87 shares; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 91 shares; 2024Q1: 93 shares; 2024Q2: 90 shares; 2024Q3: 89 shares; 2024Q4: 74 shares 74 $368K 0.12% -15 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,707 shares; 2024Q4: 5,093 shares 5,093 $367K 0.12% -614 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,274 shares; 2023Q2: 2,834 shares; 2023Q3: 2,834 shares; 2023Q4: not reported; 2024Q1: 25,449 shares; 2024Q2: 24,971 shares; 2024Q3: 25,689 shares; 2024Q4: 13,376 shares 13,376 $365K 0.12% -12,313 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: 2,063 shares; 2023Q2: 2,250 shares; 2023Q3: 2,623 shares; 2023Q4: 2,612 shares; 2024Q1: 2,790 shares; 2024Q2: 2,729 shares; 2024Q3: 2,422 shares; 2024Q4: 2,015 shares 2,015 $358K 0.12% -407 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: 612 shares; 2023Q2: 1,356 shares; 2023Q3: 1,640 shares; 2023Q4: 1,621 shares; 2024Q1: 1,645 shares; 2024Q2: 1,642 shares; 2024Q3: 1,604 shares; 2024Q4: 1,618 shares 1,618 $356K 0.11% +14 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: 62,424 shares; 2023Q2: 73,888 shares; 2023Q3: 70,825 shares; 2023Q4: 71,618 shares; 2024Q1: 6,096 shares; 2024Q2: 6,046 shares; 2024Q3: 6,010 shares; 2024Q4: 5,423 shares 5,423 $353K 0.11% -587 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: 271 shares; 2023Q2: 1,666 shares; 2023Q3: 1,666 shares; 2023Q4: 1,956 shares; 2024Q1: 1,832 shares; 2024Q2: 1,874 shares; 2024Q3: 2,106 shares; 2024Q4: 2,066 shares 2,066 $344K 0.11% -40 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: 1,850 shares; 2023Q2: 1,850 shares; 2023Q3: 1,850 shares; 2023Q4: 1,850 shares; 2024Q1: 1,866 shares; 2024Q2: 1,873 shares; 2024Q3: 1,915 shares; 2024Q4: 2,019 shares 2,019 $342K 0.11% +104 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: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 3,789 shares; 2024Q2: 3,846 shares; 2024Q3: 4,051 shares; 2024Q4: 1,780 shares 1,780 $340K 0.11% -2,271 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,510 shares; 2023Q2: 7,090 shares; 2023Q3: 7,090 shares; 2023Q4: 7,090 shares; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares; 2024Q3: 7,140 shares; 2024Q4: 7,990 shares 7,990 $337K 0.11% +850 Timeline SILVERCREST METALS INC SILVERCREST METALS INC More: the full row for SILVERCREST METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46,100 shares; 2023Q2: 46,100 shares; 2023Q3: 46,100 shares; 2023Q4: 42,700 shares; 2024Q1: 42,700 shares; 2024Q2: 42,700 shares; 2024Q3: 36,200 shares; 2024Q4: 36,200 shares 36,200 $329K 0.11% 0 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: 29,285 shares; 2023Q2: 15,254 shares; 2023Q3: 15,046 shares; 2023Q4: 14,198 shares; 2024Q1: 11,204 shares; 2024Q2: 10,734 shares; 2024Q3: 10,823 shares; 2024Q4: 9,509 shares 9,509 $329K 0.11% -1,314 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,257 shares; 2023Q2: 3,283 shares; 2023Q3: 3,319 shares; 2023Q4: 3,353 shares; 2024Q1: 3,421 shares; 2024Q2: 3,431 shares; 2024Q3: 3,884 shares; 2024Q4: 4,270 shares 4,270 $326K 0.1% +386 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32,782 shares; 2023Q2: 32,746 shares; 2023Q3: 32,541 shares; 2023Q4: 32,541 shares; 2024Q1: 29,713 shares; 2024Q2: 24,541 shares; 2024Q3: 20,496 shares; 2024Q4: 20,000 shares 20,000 $325K 0.1% -496 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: 20,250 shares; 2023Q2: 18,400 shares; 2023Q3: 18,400 shares; 2023Q4: 17,400 shares; 2024Q1: 17,400 shares; 2024Q2: 14,600 shares; 2024Q3: 10,200 shares; 2024Q4: 10,200 shares 10,200 $320K 0.1% 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: 2,333 shares; 2023Q2: 2,354 shares; 2023Q3: 2,262 shares; 2023Q4: 2,270 shares; 2024Q1: 2,095 shares; 2024Q2: 2,071 shares; 2024Q3: 2,320 shares; 2024Q4: 2,418 shares 2,418 $317K 0.1% +98 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,997 shares; 2023Q2: 12,811 shares; 2023Q3: 12,977 shares; 2023Q4: 15,836 shares; 2024Q1: 16,205 shares; 2024Q2: 15,509 shares; 2024Q3: 15,729 shares; 2024Q4: 2,962 shares 2,962 $316K 0.1% -12,767 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,910 shares; 2023Q2: 10,080 shares; 2023Q3: 10,778 shares; 2023Q4: 10,868 shares; 2024Q1: 8,587 shares; 2024Q2: 8,476 shares; 2024Q3: 8,781 shares; 2024Q4: 7,976 shares 7,976 $306K 0.1% -805 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: 286 shares; 2023Q2: 1,476 shares; 2023Q3: 1,641 shares; 2023Q4: 1,476 shares; 2024Q1: 1,372 shares; 2024Q2: 1,307 shares; 2024Q3: 1,307 shares; 2024Q4: 1,307 shares 1,307 $304K 0.1% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 372 shares; 2023Q2: 501 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 690 shares; 2024Q2: 701 shares; 2024Q3: 627 shares; 2024Q4: 514 shares 514 $301K 0.1% -113 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: 418 shares; 2023Q2: 558 shares; 2023Q3: 557 shares; 2023Q4: 503 shares; 2024Q1: 533 shares; 2024Q2: 520 shares; 2024Q3: 551 shares; 2024Q4: 566 shares 566 $298K 0.1% +15 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,391 shares; 2023Q2: 1,446 shares; 2023Q3: 1,507 shares; 2023Q4: 1,709 shares; 2024Q1: 1,723 shares; 2024Q2: 1,022 shares; 2024Q3: 1,053 shares; 2024Q4: 944 shares 944 $294K 0.09% -109 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: 695 shares; 2023Q2: 863 shares; 2023Q3: 883 shares; 2023Q4: not reported; 2024Q1: 940 shares; 2024Q2: 1,032 shares; 2024Q3: 1,046 shares; 2024Q4: 987 shares 987 $293K 0.09% -59 Timeline SFNC SIMMONS FIRST NATL CORP More: the full row for SIMMONS FIRST NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,753 shares; 2023Q2: 11,887 shares; 2023Q3: 12,022 shares; 2023Q4: 12,169 shares; 2024Q1: 12,296 shares; 2024Q2: 12,431 shares; 2024Q3: 12,578 shares; 2024Q4: 12,703 shares 12,703 $282K 0.09% +125 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,005 shares; 2023Q4: 5,760 shares; 2024Q1: 6,160 shares; 2024Q2: 6,435 shares; 2024Q3: 6,666 shares; 2024Q4: 5,942 shares 5,942 $277K 0.09% -724 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: 3,064 shares; 2023Q2: 3,985 shares; 2023Q3: 4,103 shares; 2023Q4: 4,093 shares; 2024Q1: 4,194 shares; 2024Q2: 4,232 shares; 2024Q3: 4,463 shares; 2024Q4: 4,423 shares 4,423 $275K 0.09% -40 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: 5,100 shares; 2023Q3: 6,100 shares; 2023Q4: 5,706 shares; 2024Q1: 5,786 shares; 2024Q2: 5,895 shares; 2024Q3: 5,832 shares; 2024Q4: 5,881 shares 5,881 $271K 0.09% +49 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,746 shares; 2023Q2: 8,154 shares; 2023Q3: 8,123 shares; 2023Q4: 6,375 shares; 2024Q1: 6,421 shares; 2024Q2: 6,403 shares; 2024Q3: 6,403 shares; 2024Q4: 3,158 shares 3,158 $268K 0.09% -3,245 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 11,599 shares; 2023Q2: 11,320 shares; 2023Q3: 8,389 shares; 2023Q4: 6,919 shares; 2024Q1: 5,862 shares; 2024Q2: 5,709 shares; 2024Q3: 5,786 shares; 2024Q4: 2,903 shares 2,903 $266K 0.09% -2,883 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,371 shares; 2023Q2: 2,321 shares; 2023Q3: 2,414 shares; 2023Q4: 2,591 shares; 2024Q1: 2,716 shares; 2024Q2: 2,757 shares; 2024Q3: 2,835 shares; 2024Q4: 2,654 shares 2,654 $263K 0.08% -181 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,133 shares; 2023Q2: 30,073 shares; 2023Q3: 30,073 shares; 2023Q4: 27,432 shares; 2024Q1: 27,432 shares; 2024Q2: 25,447 shares; 2024Q3: 23,447 shares; 2024Q4: 26,422 shares 26,422 $255K 0.08% +2,975 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: 276 shares; 2023Q2: 1,223 shares; 2023Q3: 1,468 shares; 2023Q4: 1,626 shares; 2024Q1: 1,606 shares; 2024Q2: 1,458 shares; 2024Q3: 1,435 shares; 2024Q4: 1,436 shares 1,436 $243K 0.08% +1 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: 70 shares; 2023Q2: 93 shares; 2023Q3: 81 shares; 2023Q4: not reported; 2024Q1: 102 shares; 2024Q2: 121 shares; 2024Q3: 1,250 shares; 2024Q4: 986 shares 986 $229K 0.07% -264 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 26,903 shares; 2023Q2: 26,881 shares; 2023Q3: 16,195 shares; 2023Q4: 15,655 shares; 2024Q1: 8,078 shares; 2024Q2: 7,870 shares; 2024Q3: 9,470 shares; 2024Q4: 4,368 shares 4,368 $228K 0.07% -5,102 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 3,407 shares; 2024Q2: 3,507 shares; 2024Q3: 4,342 shares; 2024Q4: 3,013 shares 3,013 $228K 0.07% -1,329 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: not reported; 2024Q1: 6,363 shares; 2024Q2: 7,296 shares; 2024Q3: 11,261 shares; 2024Q4: 4,051 shares 4,051 $225K 0.07% -7,210 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: 5,500 shares; 2023Q2: 5,667 shares; 2023Q3: 5,775 shares; 2023Q4: not reported; 2024Q1: 5,722 shares; 2024Q2: 6,133 shares; 2024Q3: 8,339 shares; 2024Q4: 8,422 shares 8,422 $223K 0.07% +83 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: 751 shares; 2023Q2: 1,405 shares; 2023Q3: 1,319 shares; 2023Q4: 1,389 shares; 2024Q1: 1,362 shares; 2024Q2: 1,260 shares; 2024Q3: 1,295 shares; 2024Q4: 1,254 shares 1,254 $222K 0.07% -41 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 790 shares; 2023Q2: 766 shares; 2023Q3: 784 shares; 2023Q4: not reported; 2024Q1: 841 shares; 2024Q2: 989 shares; 2024Q3: 1,297 shares; 2024Q4: 1,342 shares 1,342 $218K 0.07% +45 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,200 shares; 2023Q2: 3,200 shares; 2023Q3: 3,200 shares; 2023Q4: not reported; 2024Q1: 2,700 shares; 2024Q2: 3,500 shares; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares 3,500 $214K 0.07% 0 Timeline Sandstorm Gold Ltd Sandstorm Gold Ltd More: the full row for Sandstorm Gold Ltd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 44,385 shares; 2023Q2: 42,935 shares; 2023Q3: 42,935 shares; 2023Q4: 38,735 shares; 2024Q1: 38,735 shares; 2024Q2: 38,735 shares; 2024Q3: 37,535 shares; 2024Q4: 37,535 shares 37,535 $209K 0.07% 0 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,589 shares; 2023Q2: 2,476 shares; 2023Q3: 2,271 shares; 2023Q4: not reported; 2024Q1: 2,446 shares; 2024Q2: 2,383 shares; 2024Q3: 2,478 shares; 2024Q4: 2,542 shares 2,542 $209K 0.07% +64 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,213 shares; 2023Q2: 11,213 shares; 2023Q3: 11,213 shares; 2023Q4: not reported; 2024Q1: 9,253 shares; 2024Q2: 9,053 shares; 2024Q3: 8,553 shares; 2024Q4: 8,553 shares 8,553 $203K 0.07% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 8,166 shares; 2023Q2: 7,272 shares; 2023Q3: 7,238 shares; 2023Q4: 5,874 shares; 2024Q1: 5,211 shares; 2024Q2: 5,211 shares; 2024Q3: 5,097 shares; 2024Q4: 3,440 shares 3,440 $201K 0.06% -1,657 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,069 shares; 2023Q2: 3,682 shares; 2023Q3: 3,458 shares; 2023Q4: 3,718 shares; 2024Q1: 3,583 shares; 2024Q2: 1,754 shares; 2024Q3: 2,025 shares; 2024Q4: 1,656 shares 1,656 $200K 0.06% -369 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: 1,010 shares; 2023Q2: 1,040 shares; 2023Q3: 1,081 shares; 2023Q4: 1,180 shares; 2024Q1: 1,200 shares; 2024Q2: 1,265 shares; 2024Q3: 1,183 shares; 2024Q4: 1,086 shares 1,086 $199K 0.06% -97 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: 910 shares; 2023Q2: 871 shares; 2023Q3: 1,150 shares; 2023Q4: not reported; 2024Q1: 1,264 shares; 2024Q2: 1,283 shares; 2024Q3: 1,264 shares; 2024Q4: 1,355 shares 1,355 $196K 0.06% +91 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: 3,711 shares; 2023Q2: 4,403 shares; 2023Q3: 4,407 shares; 2023Q4: 5,055 shares; 2024Q1: 3,843 shares; 2024Q2: 3,583 shares; 2024Q3: 3,646 shares; 2024Q4: 3,364 shares 3,364 $190K 0.06% -282 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,045 shares; 2023Q2: 3,041 shares; 2023Q3: 3,041 shares; 2023Q4: 3,678 shares; 2024Q1: 3,150 shares; 2024Q2: 3,182 shares; 2024Q3: 3,183 shares; 2024Q4: 2,901 shares 2,901 $190K 0.06% -282 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,405 shares; 2023Q2: 3,205 shares; 2023Q3: 3,205 shares; 2023Q4: not reported; 2024Q1: 3,205 shares; 2024Q2: 2,617 shares; 2024Q3: 2,421 shares; 2024Q4: 2,421 shares 2,421 $189K 0.06% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,005 shares; 2023Q2: 1,005 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares; 2024Q4: 1,000 shares 1,000 $185K 0.06% -5 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,943 shares; 2023Q2: 1,990 shares; 2023Q3: 2,046 shares; 2023Q4: 2,203 shares; 2024Q1: 901 shares; 2024Q2: 902 shares; 2024Q3: 902 shares; 2024Q4: 902 shares 902 $184K 0.06% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,880 shares; 2023Q2: 2,878 shares; 2023Q3: 2,878 shares; 2023Q4: not reported; 2024Q1: 2,878 shares; 2024Q2: 2,878 shares; 2024Q3: 2,878 shares; 2024Q4: 2,878 shares 2,878 $184K 0.06% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,923 shares; 2023Q2: 1,899 shares; 2023Q3: 1,771 shares; 2023Q4: not reported; 2024Q1: 1,757 shares; 2024Q2: 1,555 shares; 2024Q3: 1,648 shares; 2024Q4: 1,705 shares 1,705 $184K 0.06% +57 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 66,344 shares; 2023Q2: 63,474 shares; 2023Q3: 35,305 shares; 2023Q4: 16,565 shares; 2024Q1: 15,092 shares; 2024Q2: 14,182 shares; 2024Q3: 16,029 shares; 2024Q4: 7,968 shares 7,968 $183K 0.06% -8,061 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: 1,005 shares; 2023Q2: 1,020 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,076 shares; 2024Q2: 1,028 shares; 2024Q3: 1,016 shares; 2024Q4: 903 shares 903 $182K 0.06% -113 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 201 shares; 2023Q3: 140 shares; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 730 shares; 2024Q3: 2,891 shares; 2024Q4: 6,385 shares 6,385 $178K 0.06% +3,494 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,423 shares; 2023Q2: 8,704 shares; 2023Q3: 8,505 shares; 2023Q4: 4,385 shares; 2024Q1: 3,558 shares; 2024Q2: 3,366 shares; 2024Q3: 3,365 shares; 2024Q4: 1,672 shares 1,672 $177K 0.06% -1,693 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: 698 shares; 2023Q2: 704 shares; 2023Q3: 683 shares; 2023Q4: 681 shares; 2024Q1: 651 shares; 2024Q2: 707 shares; 2024Q3: 737 shares; 2024Q4: 338 shares 338 $176K 0.06% -399 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 273 shares; 2023Q2: 325 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 293 shares; 2024Q2: 299 shares; 2024Q3: 336 shares; 2024Q4: 358 shares 358 $174K 0.06% +22 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: 1,601 shares; 2023Q2: 1,715 shares; 2023Q3: 2,009 shares; 2023Q4: not reported; 2024Q1: 1,546 shares; 2024Q2: 1,517 shares; 2024Q3: 1,540 shares; 2024Q4: 1,560 shares 1,560 $174K 0.06% +20 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: 91 shares; 2023Q2: 174 shares; 2023Q3: 196 shares; 2023Q4: 317 shares; 2024Q1: 209 shares; 2024Q2: 216 shares; 2024Q3: 218 shares; 2024Q4: 188 shares 188 $173K 0.06% -30 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,345 shares; 2023Q2: 1,345 shares; 2023Q3: 1,345 shares; 2023Q4: not reported; 2024Q1: 1,345 shares; 2024Q2: 1,348 shares; 2024Q3: 1,348 shares; 2024Q4: 1,348 shares 1,348 $170K 0.05% 0 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: 1,375 shares; 2023Q2: 2,190 shares; 2023Q3: 1,997 shares; 2023Q4: 2,190 shares; 2024Q1: 2,301 shares; 2024Q2: 2,284 shares; 2024Q3: 1,887 shares; 2024Q4: 1,683 shares 1,683 $167K 0.05% -204 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: 182 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 332 shares; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 139 shares; 2024Q4: 139 shares 139 $165K 0.05% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 650 shares; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 924 shares; 2024Q2: 792 shares; 2024Q3: 713 shares; 2024Q4: 694 shares 694 $163K 0.05% -19 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,284 shares; 2023Q2: 2,348 shares; 2023Q3: 2,124 shares; 2023Q4: not reported; 2024Q1: 2,216 shares; 2024Q2: 2,235 shares; 2024Q3: 2,627 shares; 2024Q4: 2,705 shares 2,705 $160K 0.05% +78 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 710 shares; 2023Q2: 1,177 shares; 2023Q3: 905 shares; 2023Q4: not reported; 2024Q1: 1,046 shares; 2024Q2: 1,107 shares; 2024Q3: 1,107 shares; 2024Q4: 1,379 shares 1,379 $159K 0.05% +272 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: 502 shares; 2023Q2: 496 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 541 shares; 2024Q2: 489 shares; 2024Q3: 468 shares; 2024Q4: 439 shares 439 $158K 0.05% -29 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,358 shares; 2023Q2: 1,373 shares; 2023Q3: 1,328 shares; 2023Q4: not reported; 2024Q1: 1,356 shares; 2024Q2: 1,278 shares; 2024Q3: 1,296 shares; 2024Q4: 1,335 shares 1,335 $158K 0.05% +39 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: 254 shares; 2023Q2: 360 shares; 2023Q3: 228 shares; 2023Q4: not reported; 2024Q1: 453 shares; 2024Q2: 411 shares; 2024Q3: 412 shares; 2024Q4: 449 shares 449 $150K 0.05% +37 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: 2,768 shares; 2023Q2: 2,668 shares; 2023Q3: 2,672 shares; 2023Q4: not reported; 2024Q1: 2,810 shares; 2024Q2: 2,895 shares; 2024Q3: 3,246 shares; 2024Q4: 2,505 shares 2,505 $150K 0.05% -741 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 444 shares; 2023Q2: 666 shares; 2023Q3: 648 shares; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 468 shares; 2024Q3: 554 shares; 2024Q4: 602 shares 602 $149K 0.05% +48 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: 1,106 shares; 2023Q2: 1,225 shares; 2023Q3: 1,238 shares; 2023Q4: not reported; 2024Q1: 1,465 shares; 2024Q2: 1,604 shares; 2024Q3: 1,506 shares; 2024Q4: 1,275 shares 1,275 $148K 0.05% -231 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,289 shares; 2023Q2: 1,311 shares; 2023Q3: 5,981 shares; 2023Q4: 5,033 shares; 2024Q1: 3,630 shares; 2024Q2: 3,530 shares; 2024Q3: 3,577 shares; 2024Q4: 1,685 shares 1,685 $147K 0.05% -1,892 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: 8,985 shares; 2023Q2: 9,033 shares; 2023Q3: 9,108 shares; 2023Q4: not reported; 2024Q1: 3,179 shares; 2024Q2: 3,081 shares; 2024Q3: 3,061 shares; 2024Q4: 2,791 shares 2,791 $144K 0.05% -270 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: 5,240 shares; 2023Q2: 4,689 shares; 2023Q3: 3,666 shares; 2023Q4: not reported; 2024Q1: 3,587 shares; 2024Q2: 3,324 shares; 2024Q3: 3,339 shares; 2024Q4: 2,904 shares 2,904 $144K 0.05% -435 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,911 shares; 2023Q2: 1,719 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,706 shares; 2024Q2: 1,721 shares; 2024Q3: 1,844 shares; 2024Q4: 1,884 shares 1,884 $144K 0.05% +40 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,227 shares; 2023Q2: 2,304 shares; 2023Q3: 2,505 shares; 2023Q4: not reported; 2024Q1: 2,684 shares; 2024Q2: 2,781 shares; 2024Q3: 4,275 shares; 2024Q4: 4,579 shares 4,579 $144K 0.05% +304 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares 3,300 $143K 0.05% 0 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,666 shares; 2023Q2: 9,666 shares; 2023Q3: 9,477 shares; 2023Q4: not reported; 2024Q1: 12,691 shares; 2024Q2: 12,688 shares; 2024Q3: 12,971 shares; 2024Q4: 6,346 shares 6,346 $141K 0.05% -6,625 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,485 shares; 2023Q2: 3,105 shares; 2023Q3: 2,594 shares; 2023Q4: not reported; 2024Q1: 2,615 shares; 2024Q2: 2,646 shares; 2024Q3: 3,199 shares; 2024Q4: 3,507 shares 3,507 $140K 0.05% +308 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: 2,346 shares; 2023Q2: 2,415 shares; 2023Q3: 3,358 shares; 2023Q4: not reported; 2024Q1: 2,928 shares; 2024Q2: 2,917 shares; 2024Q3: 2,917 shares; 2024Q4: 2,361 shares 2,361 $139K 0.04% -556 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 923 shares; 2023Q2: 923 shares; 2023Q3: 923 shares; 2023Q4: not reported; 2024Q1: 967 shares; 2024Q2: 1,016 shares; 2024Q3: 1,018 shares; 2024Q4: 1,006 shares 1,006 $137K 0.04% -12 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,129 shares; 2023Q2: 1,331 shares; 2023Q3: 1,331 shares; 2023Q4: not reported; 2024Q1: 1,467 shares; 2024Q2: 1,601 shares; 2024Q3: 1,718 shares; 2024Q4: 1,621 shares 1,621 $136K 0.04% -97 Timeline TMFG RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 4,813 shares; 2023Q3: 4,813 shares; 2023Q4: not reported; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares; 2024Q4: 4,813 shares 4,813 $136K 0.04% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,783 shares; 2023Q2: 2,868 shares; 2023Q3: 3,073 shares; 2023Q4: not reported; 2024Q1: 3,271 shares; 2024Q2: 3,309 shares; 2024Q3: 4,030 shares; 2024Q4: 4,211 shares 4,211 $135K 0.04% +181 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: 130 shares; 2023Q2: 667 shares; 2023Q3: 667 shares; 2023Q4: not reported; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 628 shares; 2024Q4: 596 shares 596 $134K 0.04% -32 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,223 shares; 2023Q2: 1,189 shares; 2023Q3: 1,002 shares; 2023Q4: not reported; 2024Q1: 1,140 shares; 2024Q2: 1,224 shares; 2024Q3: 1,354 shares; 2024Q4: 1,412 shares 1,412 $130K 0.04% +58 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,688 shares; 2023Q2: 1,547 shares; 2023Q3: 1,529 shares; 2023Q4: not reported; 2024Q1: 869 shares; 2024Q2: 858 shares; 2024Q3: 857 shares; 2024Q4: 623 shares 623 $129K 0.04% -234 Timeline SGOL ETFS GOLD TR More: the full row for ETFS GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,143 shares; 2024Q3: 5,143 shares; 2024Q4: 5,143 shares 5,143 $129K 0.04% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7,985 shares; 2023Q2: 7,985 shares; 2023Q3: 7,985 shares; 2023Q4: not reported; 2024Q1: 7,129 shares; 2024Q2: 7,119 shares; 2024Q3: 6,309 shares; 2024Q4: 6,304 shares 6,304 $127K 0.04% -5 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: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares 5,000 $126K 0.04% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 907 shares; 2023Q2: 941 shares; 2023Q3: 997 shares; 2023Q4: not reported; 2024Q1: 1,019 shares; 2024Q2: 1,024 shares; 2024Q3: 1,394 shares; 2024Q4: 1,463 shares 1,463 $125K 0.04% +69 Timeline QQQE DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 57 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,478 shares; 2024Q2: 1,882 shares; 2024Q3: 2,539 shares; 2024Q4: 1,382 shares 1,382 $124K 0.04% -1,157 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: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 514 shares; 2024Q2: 765 shares; 2024Q3: 805 shares; 2024Q4: 829 shares 829 $123K 0.04% +24 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,300 shares; 2023Q2: 2,300 shares; 2023Q3: 2,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares; 2024Q4: 2,200 shares 2,200 $119K 0.04% 0 Timeline JEPQ 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 1,272 shares; 2024Q3: 1,649 shares; 2024Q4: 2,081 shares 2,081 $117K 0.04% +432 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 15,524 shares; 2023Q2: 14,635 shares; 2023Q3: 14,664 shares; 2023Q4: 7,119 shares; 2024Q1: 5,488 shares; 2024Q2: 5,357 shares; 2024Q3: 5,158 shares; 2024Q4: 3,477 shares 3,477 $116K 0.04% -1,681 Timeline JAVA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,822 shares 1,822 $115K 0.04% new Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 8 shares; 2024Q3: 274 shares; 2024Q4: 291 shares 291 $115K 0.04% +17 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,717 shares 1,717 $115K 0.04% new Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,924 shares; 2023Q2: 2,109 shares; 2023Q3: 2,416 shares; 2023Q4: not reported; 2024Q1: 2,813 shares; 2024Q2: 3,007 shares; 2024Q3: 3,239 shares; 2024Q4: 1,351 shares 1,351 $115K 0.04% -1,888 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: 5,636 shares; 2023Q2: 8,736 shares; 2023Q3: 9,461 shares; 2023Q4: 10,139 shares; 2024Q1: 9,157 shares; 2024Q2: 7,496 shares; 2024Q3: 7,314 shares; 2024Q4: 5,642 shares 5,642 $113K 0.04% -1,672 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 13,246 shares; 2023Q2: 13,170 shares; 2023Q3: 10,809 shares; 2023Q4: 9,730 shares; 2024Q1: 3,108 shares; 2024Q2: 2,961 shares; 2024Q3: 2,728 shares; 2024Q4: 1,274 shares 1,274 $113K 0.04% -1,454 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,000 shares; 2023Q2: 4,084 shares; 2023Q3: 4,084 shares; 2023Q4: not reported; 2024Q1: 4,084 shares; 2024Q2: 4,084 shares; 2024Q3: 4,084 shares; 2024Q4: 4,084 shares 4,084 $113K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,010 shares; 2023Q2: 1,265 shares; 2023Q3: 1,365 shares; 2023Q4: not reported; 2024Q1: 1,164 shares; 2024Q2: 1,041 shares; 2024Q3: 1,213 shares; 2024Q4: 902 shares 902 $112K 0.04% -311 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: 22 shares; 2023Q2: 820 shares; 2023Q3: 700 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 50 shares; 2024Q3: 1,348 shares; 2024Q4: 4,080 shares 4,080 $111K 0.04% +2,732 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: 219 shares; 2023Q2: 219 shares; 2023Q3: 252 shares; 2023Q4: not reported; 2024Q1: 349 shares; 2024Q2: 339 shares; 2024Q3: 380 shares; 2024Q4: 377 shares 377 $110K 0.04% -3 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,703 shares; 2023Q2: 4,703 shares; 2023Q3: 4,703 shares; 2023Q4: not reported; 2024Q1: 3,568 shares; 2024Q2: 2,433 shares; 2024Q3: 3,433 shares; 2024Q4: 2,298 shares 2,298 $110K 0.04% -1,135 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,000 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares; 2024Q2: 2,700 shares; 2024Q3: 3,700 shares; 2024Q4: 2,700 shares 2,700 $109K 0.04% -1,000 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: 63 shares; 2023Q2: 113 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 156 shares; 2024Q2: 166 shares; 2024Q3: 217 shares; 2024Q4: 191 shares 191 $109K 0.04% -26 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,783 shares; 2023Q2: 1,788 shares; 2023Q3: 1,788 shares; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,890 shares; 2024Q3: 1,895 shares; 2024Q4: 1,910 shares 1,910 $109K 0.03% +15 Timeline JEPI 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: not reported; 2023Q2: 1,426 shares; 2023Q3: 1,426 shares; 2023Q4: not reported; 2024Q1: 1,482 shares; 2024Q2: 1,876 shares; 2024Q3: 1,876 shares; 2024Q4: 1,876 shares 1,876 $108K 0.03% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,230 shares; 2023Q2: 4,285 shares; 2023Q3: 4,332 shares; 2023Q4: not reported; 2024Q1: 4,429 shares; 2024Q2: 4,475 shares; 2024Q3: 4,512 shares; 2024Q4: 4,556 shares 4,556 $107K 0.03% +44 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 17,392 shares; 2023Q2: 17,575 shares; 2023Q3: 18,483 shares; 2023Q4: 15,941 shares; 2024Q1: 5,184 shares; 2024Q2: 5,202 shares; 2024Q3: 5,377 shares; 2024Q4: 2,344 shares 2,344 $106K 0.03% -3,033 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,705 shares; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: not reported; 2024Q1: 1,504 shares; 2024Q2: 1,704 shares; 2024Q3: 1,704 shares; 2024Q4: 900 shares 900 $106K 0.03% -804 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,370 shares; 2024Q2: 8,234 shares; 2024Q3: 8,223 shares; 2024Q4: 4,071 shares 4,071 $105K 0.03% -4,152 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 1,206 shares; 2024Q4: 1,974 shares 1,974 $105K 0.03% +768 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: 274 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 353 shares; 2024Q2: 328 shares; 2024Q3: 374 shares; 2024Q4: 401 shares 401 $105K 0.03% +27 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: 887 shares; 2023Q2: 1,226 shares; 2023Q3: 1,546 shares; 2023Q4: not reported; 2024Q1: 1,745 shares; 2024Q2: 1,441 shares; 2024Q3: 1,357 shares; 2024Q4: 917 shares 917 $104K 0.03% -440 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: 1,701 shares; 2023Q2: 1,724 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,836 shares; 2024Q2: 1,888 shares; 2024Q3: 1,950 shares; 2024Q4: 1,979 shares 1,979 $103K 0.03% +29 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: 903 shares; 2024Q2: 702 shares; 2024Q3: 702 shares; 2024Q4: 602 shares 602 $101K 0.03% -100 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: not reported; 2024Q1: 7,094 shares; 2024Q2: 7,313 shares; 2024Q3: 7,506 shares; 2024Q4: 3,637 shares 3,637 $97.9K 0.03% -3,869 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,034 shares; 2024Q2: 2,075 shares; 2024Q3: 2,224 shares; 2024Q4: 2,368 shares 2,368 $97.1K 0.03% +144 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 443 shares; 2023Q2: 369 shares; 2023Q3: 361 shares; 2023Q4: not reported; 2024Q1: 4,082 shares; 2024Q2: 4,475 shares; 2024Q3: 6,155 shares; 2024Q4: 2,589 shares 2,589 $96.3K 0.03% -3,566 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: not reported; 2024Q1: 3,019 shares; 2024Q2: 3,410 shares; 2024Q3: 4,054 shares; 2024Q4: 1,938 shares 1,938 $95.8K 0.03% -2,116 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,121 shares; 2023Q2: 2,133 shares; 2023Q3: 2,084 shares; 2023Q4: not reported; 2024Q1: 2,239 shares; 2024Q2: 2,342 shares; 2024Q3: 4,578 shares; 2024Q4: 2,879 shares 2,879 $94.2K 0.03% -1,699 Timeline CGSD CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,546 shares; 2024Q2: 5,371 shares; 2024Q3: 5,519 shares; 2024Q4: 3,663 shares 3,663 $93.9K 0.03% -1,856 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 18,100 shares; 2023Q2: 18,100 shares; 2023Q3: 18,100 shares; 2023Q4: 18,100 shares; 2024Q1: 18,100 shares; 2024Q2: 18,100 shares; 2024Q3: 16,100 shares; 2024Q4: 17,100 shares 17,100 $93.9K 0.03% +1,000 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: 1,863 shares; 2023Q2: 349 shares; 2023Q3: 349 shares; 2023Q4: not reported; 2024Q1: 355 shares; 2024Q2: 439 shares; 2024Q3: 599 shares; 2024Q4: 541 shares 541 $93.3K 0.03% -58 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,291 shares; 2023Q2: 1,291 shares; 2023Q3: 1,291 shares; 2023Q4: not reported; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares; 2024Q3: 1,922 shares; 2024Q4: 1,622 shares 1,622 $93.2K 0.03% -300 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 386 shares; 2023Q4: not reported; 2024Q1: 3,956 shares; 2024Q2: 4,481 shares; 2024Q3: 5,024 shares; 2024Q4: 2,304 shares 2,304 $93.1K 0.03% -2,720 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: 260 shares; 2023Q2: 252 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 419 shares; 2024Q2: 420 shares; 2024Q3: 433 shares; 2024Q4: 337 shares 337 $93K 0.03% -96 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,035 shares; 2023Q2: 1,961 shares; 2023Q3: 1,961 shares; 2023Q4: not reported; 2024Q1: 2,078 shares; 2024Q2: 2,194 shares; 2024Q3: 2,108 shares; 2024Q4: 2,293 shares 2,293 $92K 0.03% +185 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 24,336 shares; 2023Q2: 24,118 shares; 2023Q3: 24,498 shares; 2023Q4: 21,998 shares; 2024Q1: 1,809 shares; 2024Q2: 1,528 shares; 2024Q3: 1,148 shares; 2024Q4: 822 shares 822 $90.3K 0.03% -326 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: 4 shares; 2023Q2: 70 shares; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 118 shares; 2024Q4: 224 shares 224 $90K 0.03% +106 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 390 shares; 2024Q2: 716 shares; 2024Q3: 1,270 shares; 2024Q4: 1,382 shares 1,382 $89.8K 0.03% +112 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 203 shares; 2024Q2: 207 shares; 2024Q3: 628 shares; 2024Q4: 483 shares 483 $88.2K 0.03% -145 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,394 shares; 2023Q2: 2,394 shares; 2023Q3: 2,472 shares; 2023Q4: not reported; 2024Q1: 2,472 shares; 2024Q2: 2,472 shares; 2024Q3: 2,379 shares; 2024Q4: 988 shares 988 $88.1K 0.03% -1,391 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 143 shares; 2023Q2: 123 shares; 2023Q3: 62 shares; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 183 shares; 2024Q3: 321 shares; 2024Q4: 1,175 shares 1,175 $87.3K 0.03% +854 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: 541 shares; 2023Q2: 826 shares; 2023Q3: 826 shares; 2023Q4: not reported; 2024Q1: 1,129 shares; 2024Q2: 1,136 shares; 2024Q3: 1,065 shares; 2024Q4: 975 shares 975 $87.1K 0.03% -90 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: 550 shares; 2023Q2: 1,217 shares; 2023Q3: 1,436 shares; 2023Q4: not reported; 2024Q1: 1,523 shares; 2024Q2: 1,867 shares; 2024Q3: 1,062 shares; 2024Q4: 1,224 shares 1,224 $86K 0.03% +162 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,600 shares; 2024Q2: 3,923 shares; 2024Q3: 3,923 shares; 2024Q4: 8,430 shares 8,430 $85.9K 0.03% +4,507 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $83.7K 0.03% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,344 shares; 2023Q2: 3,847 shares; 2023Q3: 5,809 shares; 2023Q4: 3,896 shares; 2024Q1: 2,453 shares; 2024Q2: 2,408 shares; 2024Q3: 1,834 shares; 2024Q4: 770 shares 770 $82.3K 0.03% -1,064 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 52 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 1,153 shares; 2024Q2: 1,461 shares; 2024Q3: 1,658 shares; 2024Q4: 732 shares 732 $82.2K 0.03% -926 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 104 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 77 shares; 2024Q3: 80 shares; 2024Q4: 77 shares 77 $81.2K 0.03% -3 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: not reported; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 990 shares; 2024Q4: 990 shares 990 $80.9K 0.03% 0 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5,200 shares; 2023Q2: 5,200 shares; 2023Q3: 5,200 shares; 2023Q4: not reported; 2024Q1: 5,200 shares; 2024Q2: 5,200 shares; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares 4,000 $80.8K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 840 shares; 2023Q2: 863 shares; 2023Q3: 833 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 766 shares; 2024Q3: 958 shares; 2024Q4: 708 shares 708 $80.6K 0.03% -250 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: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 123 shares; 2024Q3: 123 shares; 2024Q4: 277 shares 277 $80.2K 0.03% +154 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: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: not reported; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 218 shares; 2024Q4: 329 shares 329 $79.7K 0.03% +111 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: 1,275 shares; 2024Q3: 6,451 shares; 2024Q4: 2,267 shares 2,267 $78.8K 0.03% -4,184 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 61 shares; 2024Q3: 102 shares; 2024Q4: 111 shares 111 $78.2K 0.03% +9 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: 1,813 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 310 shares; 2024Q2: 387 shares; 2024Q3: 569 shares; 2024Q4: 645 shares 645 $77.9K 0.03% +76 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: 28 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 173 shares; 2024Q2: 189 shares; 2024Q3: 225 shares; 2024Q4: 223 shares 223 $77.7K 0.02% -2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 120 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 39 shares; 2024Q3: 118 shares; 2024Q4: 146 shares 146 $77.7K 0.02% +28 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,087 shares; 2024Q2: 1,156 shares; 2024Q3: 3,101 shares; 2024Q4: 1,493 shares 1,493 $77.7K 0.02% -1,608 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 211 shares; 2024Q3: 1,718 shares; 2024Q4: 1,518 shares 1,518 $77.3K 0.02% -200 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 374 shares; 2024Q2: 431 shares; 2024Q3: 645 shares; 2024Q4: 549 shares 549 $76.6K 0.02% -96 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 526 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 22 shares; 2024Q3: 212 shares; 2024Q4: 260 shares 260 $75.3K 0.02% +48 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 131 shares; 2024Q3: 363 shares; 2024Q4: 455 shares 455 $75.1K 0.02% +92 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: 354 shares; 2023Q2: 418 shares; 2023Q3: 419 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 329 shares; 2024Q3: 273 shares; 2024Q4: 226 shares 226 $75K 0.02% -47 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: not reported; 2024Q1: 259 shares; 2024Q2: 262 shares; 2024Q3: 364 shares; 2024Q4: 331 shares 331 $74K 0.02% -33 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: 3,643 shares; 2023Q2: 3,094 shares; 2023Q3: 3,060 shares; 2023Q4: not reported; 2024Q1: 2,146 shares; 2024Q2: 1,668 shares; 2024Q3: 1,651 shares; 2024Q4: 1,247 shares 1,247 $73.8K 0.02% -404 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 1,038 shares; 2024Q2: 1,195 shares; 2024Q3: 1,112 shares; 2024Q4: 1,207 shares 1,207 $73.8K 0.02% +95 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 2,607 shares; 2024Q2: 2,958 shares; 2024Q3: 3,658 shares; 2024Q4: 1,460 shares 1,460 $73.1K 0.02% -2,198 Timeline NEWP NEW PAC METALS CORP More: the full row for NEW PAC METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 28,800 shares; 2023Q2: 33,800 shares; 2023Q3: 43,800 shares; 2023Q4: 39,800 shares; 2024Q1: 39,800 shares; 2024Q2: 62,800 shares; 2024Q3: 60,800 shares; 2024Q4: 60,800 shares 60,800 $71.7K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,248 shares; 2023Q2: 3,262 shares; 2023Q3: 3,305 shares; 2023Q4: not reported; 2024Q1: 3,387 shares; 2024Q2: 3,422 shares; 2024Q3: 3,454 shares; 2024Q4: 3,488 shares 3,488 $70.2K 0.02% +34 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: 500 shares; 2023Q2: 700 shares; 2023Q3: 731 shares; 2023Q4: not reported; 2024Q1: 747 shares; 2024Q2: 751 shares; 2024Q3: 753 shares; 2024Q4: 770 shares 770 $70K 0.02% +17 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 308 shares; 2023Q2: 378 shares; 2023Q3: 378 shares; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 380 shares; 2024Q3: 502 shares; 2024Q4: 567 shares 567 $69.5K 0.02% +65 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 780 shares; 2023Q2: 963 shares; 2023Q3: 1,382 shares; 2023Q4: not reported; 2024Q1: 1,505 shares; 2024Q2: 1,679 shares; 2024Q3: 2,262 shares; 2024Q4: 917 shares 917 $69.5K 0.02% -1,345 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: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: not reported; 2024Q1: 2,633 shares; 2024Q2: 2,633 shares; 2024Q3: 2,633 shares; 2024Q4: 2,633 shares 2,633 $69.3K 0.02% 0 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 6,896 shares; 2023Q2: 6,940 shares; 2023Q3: 6,825 shares; 2023Q4: 6,651 shares; 2024Q1: 3,978 shares; 2024Q2: 3,629 shares; 2024Q3: 3,260 shares; 2024Q4: 1,492 shares 1,492 $69.1K 0.02% -1,768 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 368 shares; 2023Q2: 970 shares; 2023Q3: 955 shares; 2023Q4: not reported; 2024Q1: 1,445 shares; 2024Q2: 1,521 shares; 2024Q3: 947 shares; 2024Q4: 929 shares 929 $68.7K 0.02% -18 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,800 shares; 2023Q2: 4,600 shares; 2023Q3: 4,600 shares; 2023Q4: not reported; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares; 2024Q3: 3,300 shares; 2024Q4: 3,300 shares 3,300 $66.7K 0.02% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 196 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: not reported; 2024Q1: 280 shares; 2024Q2: 314 shares; 2024Q3: 340 shares; 2024Q4: 358 shares 358 $66.7K 0.02% +18 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 92 shares; 2024Q3: 92 shares; 2024Q4: 93 shares 93 $66.2K 0.02% +1 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 102 shares; 2023Q4: not reported; 2024Q1: 267 shares; 2024Q2: 289 shares; 2024Q3: 408 shares; 2024Q4: 193 shares 193 $66K 0.02% -215 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: 305 shares; 2023Q2: 382 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 261 shares; 2024Q2: 252 shares; 2024Q3: 252 shares; 2024Q4: 237 shares 237 $65.5K 0.02% -15 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 156 shares; 2023Q2: 202 shares; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 142 shares; 2024Q3: 511 shares; 2024Q4: 550 shares 550 $65.2K 0.02% +39 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: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 139 shares 139 $64.2K 0.02% +2 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: 50 shares; 2023Q2: 851 shares; 2023Q3: 1,318 shares; 2023Q4: not reported; 2024Q1: 1,449 shares; 2024Q2: 1,458 shares; 2024Q3: 1,458 shares; 2024Q4: 1,268 shares 1,268 $64.1K 0.02% -190 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,490 shares; 2023Q2: 1,490 shares; 2023Q3: 1,490 shares; 2023Q4: not reported; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares; 2024Q3: 1,090 shares; 2024Q4: 823 shares 823 $60.9K 0.02% -267 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 107 shares; 2024Q3: 115 shares; 2024Q4: 106 shares 106 $60.4K 0.02% -9 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,165 shares; 2024Q3: 1,174 shares; 2024Q4: 907 shares 907 $59.9K 0.02% -267 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 75 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 830 shares; 2024Q4: 2,501 shares 2,501 $59.2K 0.02% +1,671 Timeline SCHO 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: not reported; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,210 shares; 2024Q4: 2,450 shares 2,450 $59K 0.02% +1,240 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,846 shares; 2023Q2: 1,920 shares; 2023Q3: 1,780 shares; 2023Q4: not reported; 2024Q1: 1,489 shares; 2024Q2: 1,389 shares; 2024Q3: 1,314 shares; 2024Q4: 1,034 shares 1,034 $58.7K 0.02% -280 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: 1,210 shares; 2023Q2: 1,210 shares; 2023Q3: 1,210 shares; 2023Q4: 1,211 shares; 2024Q1: 1,229 shares; 2024Q2: 1,227 shares; 2024Q3: 227 shares; 2024Q4: 243 shares 243 $58.5K 0.02% +16 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 9,190 shares; 2023Q2: 13,785 shares; 2023Q3: 13,785 shares; 2023Q4: 13,785 shares; 2024Q1: 13,785 shares; 2024Q2: 15,740 shares; 2024Q3: 15,740 shares; 2024Q4: 8,304 shares 8,304 $56.6K 0.02% -7,436 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: 1,085 shares; 2023Q2: 1,337 shares; 2023Q3: 1,326 shares; 2023Q4: not reported; 2024Q1: 774 shares; 2024Q2: 891 shares; 2024Q3: 672 shares; 2024Q4: 704 shares 704 $56.2K 0.02% +32 Timeline JMST 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: 34 shares; 2023Q2: 4,960 shares; 2023Q3: 5,012 shares; 2023Q4: not reported; 2024Q1: 2,041 shares; 2024Q2: 2,041 shares; 2024Q3: 1,107 shares; 2024Q4: 1,107 shares 1,107 $56.1K 0.02% 0 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares; 2024Q4: 1,100 shares 1,100 $56.1K 0.02% 0 Timeline FTSL 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: not reported; 2023Q2: 31 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,188 shares; 2024Q4: 1,209 shares 1,209 $55.9K 0.02% +21 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 296 shares; 2024Q3: 371 shares; 2024Q4: 653 shares 653 $55.7K 0.02% +282 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 735 shares; 2024Q2: 743 shares; 2024Q3: 775 shares; 2024Q4: 500 shares 500 $55.2K 0.02% -275 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 678 shares; 2023Q2: 680 shares; 2023Q3: 680 shares; 2023Q4: not reported; 2024Q1: 806 shares; 2024Q2: 772 shares; 2024Q3: 786 shares; 2024Q4: 522 shares 522 $55.2K 0.02% -264 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: 1,757 shares; 2023Q2: 2,134 shares; 2023Q3: 2,179 shares; 2023Q4: not reported; 2024Q1: 1,932 shares; 2024Q2: 1,717 shares; 2024Q3: 806 shares; 2024Q4: 596 shares 596 $54.4K 0.02% -210 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: 811 shares; 2023Q2: 928 shares; 2023Q3: 1,026 shares; 2023Q4: not reported; 2024Q1: 2,111 shares; 2024Q2: 745 shares; 2024Q3: 561 shares; 2024Q4: 561 shares 561 $54.4K 0.02% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,062 shares; 2023Q2: 1,076 shares; 2023Q3: 662 shares; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 399 shares; 2024Q3: 402 shares; 2024Q4: 402 shares 402 $54K 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: 1,405 shares; 2023Q2: 8,602 shares; 2023Q3: 9,033 shares; 2023Q4: not reported; 2024Q1: 2,081 shares; 2024Q2: 1,739 shares; 2024Q3: 1,278 shares; 2024Q4: 1,278 shares 1,278 $53.4K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 224 shares; 2023Q4: not reported; 2024Q1: 230 shares; 2024Q2: 183 shares; 2024Q3: 183 shares; 2024Q4: 190 shares 190 $53.4K 0.02% +7 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: 35 shares; 2023Q2: 48 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 379 shares; 2024Q2: 315 shares; 2024Q3: 124 shares; 2024Q4: 99 shares 99 $53.3K 0.02% -25 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares; 2024Q4: 500 shares 500 $52.9K 0.02% 0 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,500 shares; 2023Q2: 10,500 shares; 2023Q3: 10,500 shares; 2023Q4: not reported; 2024Q1: 8,500 shares; 2024Q2: 8,500 shares; 2024Q3: 10,500 shares; 2024Q4: 10,500 shares 10,500 $52.7K 0.02% 0 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: 10,656 shares; 2023Q2: 11,436 shares; 2023Q3: 11,410 shares; 2023Q4: 11,347 shares; 2024Q1: 11,196 shares; 2024Q2: 11,497 shares; 2024Q3: 8,666 shares; 2024Q4: 1,189 shares 1,189 $52.3K 0.02% -7,477 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: 1,290 shares; 2023Q2: 7,781 shares; 2023Q3: 8,083 shares; 2023Q4: 7,614 shares; 2024Q1: 7,291 shares; 2024Q2: 6,938 shares; 2024Q3: 6,273 shares; 2024Q4: 1,085 shares 1,085 $51.9K 0.02% -5,188 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: 269 shares; 2023Q2: 333 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 435 shares; 2024Q2: 541 shares; 2024Q3: 488 shares; 2024Q4: 410 shares 410 $51.6K 0.02% -78 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: 436 shares; 2023Q2: 1,761 shares; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: 1,795 shares; 2024Q2: 1,183 shares; 2024Q3: 1,461 shares; 2024Q4: 1,374 shares 1,374 $51.6K 0.02% -87 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: not reported; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares; 2024Q4: 204 shares 204 $50.8K 0.02% -376 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 621 shares; 2024Q2: 631 shares; 2024Q3: 653 shares; 2024Q4: 658 shares 658 $50.6K 0.02% +5 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 437 shares; 2024Q2: 347 shares; 2024Q3: 604 shares; 2024Q4: 1,055 shares 1,055 $50.5K 0.02% +451 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,531 shares; 2023Q2: 2,525 shares; 2023Q3: 2,459 shares; 2023Q4: 2,084 shares; 2024Q1: 1,420 shares; 2024Q2: 1,421 shares; 2024Q3: 1,452 shares; 2024Q4: 473 shares 473 $49.9K 0.02% -979 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 593 shares; 2024Q4: 593 shares 593 $48.4K 0.02% 0 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: 9 shares; 2023Q2: 22 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 45 shares; 2024Q3: 42 shares; 2024Q4: 44 shares 44 $46.6K 0.01% +2 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 145 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: not reported; 2024Q1: 183 shares; 2024Q2: 191 shares; 2024Q3: 210 shares; 2024Q4: 210 shares 210 $46.4K 0.01% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,225 shares; 2024Q3: 1,225 shares; 2024Q4: 1,225 shares 1,225 $45.9K 0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,345 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 320 shares; 2024Q2: 418 shares; 2024Q3: 448 shares; 2024Q4: 455 shares 455 $45.6K 0.01% +7 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 280 shares; 2023Q2: 296 shares; 2023Q3: 301 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 139 shares; 2024Q3: 169 shares; 2024Q4: 850 shares 850 $45.1K 0.01% +681 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: 291 shares; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: not reported; 2024Q1: 457 shares; 2024Q2: 457 shares; 2024Q3: 457 shares; 2024Q4: 457 shares 457 $44.2K 0.01% 0 Timeline EMLP FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,211 shares; 2023Q2: 1,211 shares; 2023Q3: 1,211 shares; 2023Q4: not reported; 2024Q1: 1,211 shares; 2024Q2: 1,211 shares; 2024Q3: 1,211 shares; 2024Q4: 1,211 shares 1,211 $43.2K 0.01% 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: 853 shares; 2023Q2: 4,183 shares; 2023Q3: 4,465 shares; 2023Q4: not reported; 2024Q1: 1,433 shares; 2024Q2: 1,130 shares; 2024Q3: 837 shares; 2024Q4: 953 shares 953 $42K 0.01% +116 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 650 shares; 2024Q3: 650 shares; 2024Q4: 725 shares 725 $41.9K 0.01% +75 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: 1,845 shares; 2023Q2: 1,628 shares; 2023Q3: 1,596 shares; 2023Q4: not reported; 2024Q1: 1,177 shares; 2024Q2: 1,081 shares; 2024Q3: 1,010 shares; 2024Q4: 592 shares 592 $41.6K 0.01% -418 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,812 shares; 2023Q2: 2,749 shares; 2023Q3: 100 shares; 2023Q4: 2,710 shares; 2024Q1: 2,879 shares; 2024Q2: 2,841 shares; 2024Q3: 3,045 shares; 2024Q4: 417 shares 417 $41.5K 0.01% -2,628 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 207 shares; 2023Q2: 164 shares; 2023Q3: 109 shares; 2023Q4: not reported; 2024Q1: 981 shares; 2024Q2: 972 shares; 2024Q3: 953 shares; 2024Q4: 660 shares 660 $41.4K 0.01% -293 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 155 shares; 2023Q2: 855 shares; 2023Q3: 1,055 shares; 2023Q4: not reported; 2024Q1: 2,978 shares; 2024Q2: 4,510 shares; 2024Q3: 4,217 shares; 2024Q4: 1,669 shares 1,669 $41.2K 0.01% -2,548 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 323 shares 323 $40.8K 0.01% +312 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 84 shares; 2024Q4: 119 shares 119 $40.5K 0.01% +35 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: 263 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: 362 shares; 2024Q2: 176 shares; 2024Q3: 183 shares; 2024Q4: 239 shares 239 $39.9K 0.01% +56 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 34 shares; 2023Q2: 86 shares; 2023Q3: 34 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 421 shares; 2024Q4: 424 shares 424 $39.5K 0.01% +3 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: 1,001 shares; 2023Q2: 291 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 513 shares; 2024Q2: 490 shares; 2024Q3: 528 shares; 2024Q4: 292 shares 292 $39.4K 0.01% -236 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares; 2024Q2: 677 shares; 2024Q3: 691 shares; 2024Q4: 136 shares 136 $39.3K 0.01% -555 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: 177 shares; 2023Q2: 152 shares; 2023Q3: 169 shares; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 316 shares; 2024Q3: 380 shares; 2024Q4: 253 shares 253 $38.9K 0.01% -127 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,176 shares; 2023Q2: 1,178 shares; 2023Q3: 1,178 shares; 2023Q4: not reported; 2024Q1: 1,662 shares; 2024Q2: 1,663 shares; 2024Q3: 1,412 shares; 2024Q4: 1,302 shares 1,302 $38.5K 0.01% -110 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 162 shares; 2024Q2: 327 shares; 2024Q3: 1,025 shares; 2024Q4: 1,284 shares 1,284 $38.4K 0.01% +259 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,449 shares; 2023Q2: 1,449 shares; 2023Q3: 1,449 shares; 2023Q4: not reported; 2024Q1: 1,049 shares; 2024Q2: 1,049 shares; 2024Q3: 449 shares; 2024Q4: 400 shares 400 $37.9K 0.01% -49 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 731 shares; 2024Q4: 634 shares 634 $37.5K 0.01% -97 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 5 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 168 shares; 2024Q3: 563 shares; 2024Q4: 620 shares 620 $37.4K 0.01% +57 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares; 2024Q3: 1,500 shares; 2024Q4: 1,500 shares 1,500 $37.2K 0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 551 shares; 2024Q3: 97 shares; 2024Q4: 405 shares 405 $37K 0.01% +308 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 978 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 1,025 shares; 2024Q2: 885 shares; 2024Q3: 674 shares; 2024Q4: 226 shares 226 $36.8K 0.01% -448 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: not reported; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 111 shares; 2024Q3: 167 shares; 2024Q4: 206 shares 206 $36.7K 0.01% +39 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 3,150 shares; 2023Q2: 3,150 shares; 2023Q3: 3,150 shares; 2023Q4: not reported; 2024Q1: 3,150 shares; 2024Q2: 2,150 shares; 2024Q3: 2,150 shares; 2024Q4: 2,150 shares 2,150 $36.7K 0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: not reported; 2024Q1: 525 shares; 2024Q2: 590 shares; 2024Q3: 1,468 shares; 2024Q4: 2,837 shares 2,837 $36.5K 0.01% +1,369 Timeline NWE NORTHWESTERN ENERGY GROUP IN More: the full row for NORTHWESTERN ENERGY GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 842 shares; 2023Q2: 872 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 617 shares; 2024Q2: 650 shares; 2024Q3: 679 shares; 2024Q4: 682 shares 682 $36.5K 0.01% +3 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: 1,503 shares; 2023Q2: 1,429 shares; 2023Q3: 1,429 shares; 2023Q4: not reported; 2024Q1: 1,129 shares; 2024Q2: 1,152 shares; 2024Q3: 1,409 shares; 2024Q4: 280 shares 280 $36K 0.01% -1,129 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: 68 shares; 2023Q2: 129 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 68 shares; 2024Q3: 71 shares; 2024Q4: 69 shares 69 $36K 0.01% -2 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 207 shares; 2024Q2: 213 shares; 2024Q3: 263 shares; 2024Q4: 147 shares 147 $35.8K 0.01% -116 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: not reported; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: not reported; 2024Q1: 44 shares; 2024Q2: 64 shares; 2024Q3: 126 shares; 2024Q4: 141 shares 141 $35.8K 0.01% +15 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 82 shares; 2024Q2: 174 shares; 2024Q3: 562 shares; 2024Q4: 705 shares 705 $35.6K 0.01% +143 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,000 shares; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 11,250 shares; 2024Q3: 8,000 shares; 2024Q4: 8,000 shares 8,000 $35.4K 0.01% 0 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: 430 shares; 2023Q2: 702 shares; 2023Q3: 1,079 shares; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 737 shares; 2024Q3: 737 shares; 2024Q4: 432 shares 432 $35.4K 0.01% -305 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 83 shares; 2024Q3: 103 shares; 2024Q4: 124 shares 124 $35.2K 0.01% +21 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,154 shares; 2023Q2: 3,740 shares; 2023Q3: 3,764 shares; 2023Q4: not reported; 2024Q1: 3,773 shares; 2024Q2: 3,512 shares; 2024Q3: 3,370 shares; 2024Q4: 3,283 shares 3,283 $34.7K 0.01% -87 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 84 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 392 shares; 2024Q4: 395 shares 395 $34.5K 0.01% +3 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 338 shares; 2024Q4: 328 shares 328 $34.5K 0.01% -10 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,014 shares; 2023Q2: 1,014 shares; 2023Q3: 1,027 shares; 2023Q4: not reported; 2024Q1: 1,015 shares; 2024Q2: 1,015 shares; 2024Q3: 1,016 shares; 2024Q4: 1,017 shares 1,017 $34.2K 0.01% +1 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 411 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: not reported; 2024Q1: 626 shares; 2024Q2: 643 shares; 2024Q3: 432 shares; 2024Q4: 436 shares 436 $33.8K 0.01% +4 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,511 shares; 2024Q4: 753 shares 753 $33.4K 0.01% -758 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 59 shares; 2024Q2: 97 shares; 2024Q3: 75 shares; 2024Q4: 369 shares 369 $32.6K 0.01% +294 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 375 shares; 2023Q2: 374 shares; 2023Q3: 374 shares; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 222 shares; 2024Q3: 241 shares; 2024Q4: 231 shares 231 $32.4K 0.01% -10 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 123 shares; 2024Q3: 131 shares; 2024Q4: 135 shares 135 $32.3K 0.01% +4 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 642 shares; 2024Q4: 642 shares 642 $32.2K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 4,598 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 849 shares; 2024Q3: 855 shares; 2024Q4: 982 shares 982 $32K 0.01% +127 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 400 shares; 2024Q3: 400 shares; 2024Q4: 440 shares 440 $32K 0.01% +40 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 569 shares; 2023Q2: 602 shares; 2023Q3: 647 shares; 2023Q4: not reported; 2024Q1: 345 shares; 2024Q2: 299 shares; 2024Q3: 274 shares; 2024Q4: 406 shares 406 $31.9K 0.01% +132 Timeline CPER UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 73,799 shares; 2023Q2: 75,840 shares; 2023Q3: 82,205 shares; 2023Q4: 72,814 shares; 2024Q1: 2,980 shares; 2024Q2: 2,318 shares; 2024Q3: 2,578 shares; 2024Q4: 1,264 shares 1,264 $31.8K 0.01% -1,314 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 75 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 58 shares; 2024Q2: 47 shares; 2024Q3: 67 shares; 2024Q4: 70 shares 70 $31.8K 0.01% +3 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 119 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: not reported; 2024Q1: 627 shares; 2024Q2: 624 shares; 2024Q3: 624 shares; 2024Q4: 612 shares 612 $31.5K 0.01% -12 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 89 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 854 shares; 2024Q4: 873 shares 873 $31.5K 0.01% +19 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 724 shares; 2023Q2: 1,226 shares; 2023Q3: 1,226 shares; 2023Q4: not reported; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares; 2024Q4: 415 shares 415 $31.4K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 141 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: not reported; 2024Q1: 163 shares; 2024Q2: 66 shares; 2024Q3: 77 shares; 2024Q4: 108 shares 108 $31.3K 0.01% +31 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: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares; 2024Q4: 50 shares 50 $31.1K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 44 shares; 2024Q3: 83 shares; 2024Q4: 65 shares 65 $30.8K 0.01% -18 Timeline ETHE GRAYSCALE ETHEREUM STAKING E More: the full row for GRAYSCALE ETHEREUM STAKING E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,084 shares 1,084 $30.4K 0.01% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,310 shares; 2023Q2: 1,500 shares; 2023Q3: 1,467 shares; 2023Q4: not reported; 2024Q1: 475 shares; 2024Q2: 445 shares; 2024Q3: 448 shares; 2024Q4: 351 shares 351 $30.1K 0.01% -97 Timeline SCHE 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: not reported; 2023Q2: 197 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,090 shares; 2024Q4: 1,121 shares 1,121 $29.9K 0.01% +31 Timeline EGO ELDORADO GOLD CORP NEW More: the full row for ELDORADO GOLD CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares 2,000 $29.7K 0.01% 0 Timeline GAUZ GAUZY LTD More: the full row for GAUZY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 3,000 shares 3,000 $29.7K 0.01% +2,000 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: 307 shares; 2023Q2: 366 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 524 shares; 2024Q2: 238 shares; 2024Q3: 167 shares; 2024Q4: 130 shares 130 $29.6K 0.01% -37 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 388 shares; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: 542 shares; 2024Q3: 542 shares; 2024Q4: 547 shares 547 $29.6K 0.01% +5 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 232 shares; 2024Q3: 241 shares; 2024Q4: 271 shares 271 $29.5K 0.01% +30 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,524 shares; 2024Q2: 2,373 shares; 2024Q3: 2,657 shares; 2024Q4: 1,133 shares 1,133 $29.4K 0.01% -1,524 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 274 shares; 2023Q2: 320 shares; 2023Q3: 381 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 302 shares; 2024Q3: 267 shares; 2024Q4: 267 shares 267 $29.4K 0.01% 0 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 68 shares; 2024Q3: 156 shares; 2024Q4: 192 shares 192 $29K 0.01% +36 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,250 shares; 2023Q2: 1,385 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,290 shares; 2024Q2: 1,238 shares; 2024Q3: 1,238 shares; 2024Q4: 1,038 shares 1,038 $28.8K 0.01% -200 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 787 shares; 2023Q2: 719 shares; 2023Q3: 675 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 544 shares; 2024Q3: 656 shares; 2024Q4: 323 shares 323 $28.8K 0.01% -333 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 7 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 31 shares; 2024Q2: 39 shares; 2024Q3: 39 shares; 2024Q4: 167 shares 167 $28.8K 0.01% +128 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,316 shares; 2024Q4: 263 shares 263 $28.6K 0.01% -1,053 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,144 shares; 2023Q2: 1,180 shares; 2023Q3: 895 shares; 2023Q4: not reported; 2024Q1: 999 shares; 2024Q2: 969 shares; 2024Q3: 1,151 shares; 2024Q4: 1,228 shares 1,228 $28.5K 0.01% +77 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 179 shares; 2024Q3: 179 shares; 2024Q4: 115 shares 115 $28.4K 0.01% -64 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 238 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 749 shares; 2024Q4: 1,530 shares 1,530 $28.3K 0.01% +781 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: 277 shares; 2023Q2: 277 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,340 shares; 2024Q2: 1,340 shares; 2024Q3: 1,340 shares; 2024Q4: 700 shares 700 $28.2K 0.01% -640 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 163 shares; 2024Q3: 203 shares; 2024Q4: 197 shares 197 $28.2K 0.01% -6 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 64 shares; 2024Q3: 221 shares; 2024Q4: 241 shares 241 $27.8K 0.01% +20 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 215 shares; 2023Q2: 143 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 288 shares; 2024Q2: 383 shares; 2024Q3: 385 shares; 2024Q4: 456 shares 456 $27.6K 0.01% +71 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: 672 shares; 2023Q2: 672 shares; 2023Q3: 672 shares; 2023Q4: not reported; 2024Q1: 648 shares; 2024Q2: 667 shares; 2024Q3: 667 shares; 2024Q4: 738 shares 738 $27.5K 0.01% +71 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,156 shares; 2023Q2: 1,471 shares; 2023Q3: 1,471 shares; 2023Q4: not reported; 2024Q1: 1,160 shares; 2024Q2: 1,179 shares; 2024Q3: 1,160 shares; 2024Q4: 1,008 shares 1,008 $27.4K 0.01% -152 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,406 shares; 2023Q2: 1,485 shares; 2023Q3: 1,380 shares; 2023Q4: not reported; 2024Q1: 2,028 shares; 2024Q2: 1,898 shares; 2024Q3: 958 shares; 2024Q4: 991 shares 991 $27.2K 0.01% +33 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 99 shares; 2024Q3: 102 shares; 2024Q4: 105 shares 105 $27.1K 0.01% +3 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 105 shares; 2024Q3: 201 shares; 2024Q4: 313 shares 313 $26.9K 0.01% +112 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 576 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 384 shares; 2024Q2: 192 shares; 2024Q3: 192 shares; 2024Q4: 192 shares 192 $26.7K 0.01% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares; 2024Q4: 712 shares 712 $26.6K 0.01% 0 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: 116 shares; 2023Q2: 109 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 157 shares; 2024Q2: 151 shares; 2024Q3: 240 shares; 2024Q4: 210 shares 210 $26.4K 0.01% -30 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 28 shares; 2024Q3: 26 shares; 2024Q4: 123 shares 123 $26.4K 0.01% +97 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101 shares; 2024Q2: 285 shares; 2024Q3: 285 shares; 2024Q4: 304 shares 304 $26.1K 0.01% +19 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: 33 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 29 shares; 2024Q3: 35 shares; 2024Q4: 41 shares 41 $26.1K 0.01% +6 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 107 shares; 2024Q2: 162 shares; 2024Q3: 166 shares; 2024Q4: 238 shares 238 $26K 0.01% +72 Timeline GCOW 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: 34,728 shares; 2023Q2: 38,240 shares; 2023Q3: 42,397 shares; 2023Q4: 47,232 shares; 2024Q1: 66,586 shares; 2024Q2: 76,448 shares; 2024Q3: 760 shares; 2024Q4: 763 shares 763 $25.7K 0.01% +3 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: 312 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 275 shares; 2024Q4: 200 shares 200 $25.4K 0.01% -75 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 318 shares; 2024Q4: 228 shares 228 $25.3K 0.01% -90 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 8 shares; 2024Q3: 106 shares; 2024Q4: 136 shares 136 $25.2K 0.01% +30 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 785 shares; 2023Q2: 765 shares; 2023Q3: 713 shares; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 426 shares; 2024Q3: 383 shares; 2024Q4: 354 shares 354 $24.9K 0.01% -29 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 17 shares; 2024Q3: 118 shares; 2024Q4: 122 shares 122 $24.8K 0.01% +4 Timeline MAG SILVER CORP MAG SILVER CORP More: the full row for MAG SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: not reported; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares; 2024Q4: 1,800 shares 1,800 $24.5K 0.01% 0 SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 708 shares; 2024Q3: 867 shares; 2024Q4: 717 shares 717 $24.5K 0.01% -150 Timeline ONDS ONDAS INC More: the full row for ONDAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,000 shares; 2024Q3: 10,000 shares; 2024Q4: 9,500 shares 9,500 $24.3K 0.01% -500 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares; 2024Q4: 550 shares 550 $24K 0.01% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 82 shares; 2024Q2: 129 shares; 2024Q3: 124 shares; 2024Q4: 167 shares 167 $24K 0.01% +43 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,554 shares; 2024Q4: 1,554 shares 1,554 $23.9K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 10,040 shares; 2023Q2: 8,906 shares; 2023Q3: 6,787 shares; 2023Q4: not reported; 2024Q1: 1,194 shares; 2024Q2: 1,052 shares; 2024Q3: 1,051 shares; 2024Q4: 885 shares 885 $23.6K 0.01% -166 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 274 shares; 2024Q2: 237 shares; 2024Q3: 226 shares; 2024Q4: 201 shares 201 $23.5K 0.01% -25 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: not reported; 2024Q1: 146 shares; 2024Q2: 268 shares; 2024Q3: 281 shares; 2024Q4: 377 shares 377 $23.3K 0.01% +96 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: not reported; 2024Q1: 117 shares; 2024Q2: 78 shares; 2024Q3: 213 shares; 2024Q4: 279 shares 279 $22.8K 0.01% +66 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 32 shares; 2024Q3: 148 shares; 2024Q4: 201 shares 201 $22.8K 0.01% +53 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 647 shares; 2024Q3: 566 shares; 2024Q4: 469 shares 469 $22.8K 0.01% -97 Timeline VGIT 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: 39,974 shares; 2023Q2: 40,987 shares; 2023Q3: 42,325 shares; 2023Q4: 41,521 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 980 shares; 2024Q4: 390 shares 390 $22.6K 0.01% -590 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $22.5K 0.01% 0 Timeline LCDS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 400 shares 400 $22.4K 0.01% new 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: 4,221 shares; 2023Q2: 2,703 shares; 2023Q3: 3,185 shares; 2023Q4: 3,338 shares; 2024Q1: 875 shares; 2024Q2: 1,493 shares; 2024Q3: 1,350 shares; 2024Q4: 263 shares 263 $22.4K 0.01% -1,087 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 16,503 shares; 2023Q2: 18,321 shares; 2023Q3: 13,009 shares; 2023Q4: 13,365 shares; 2024Q1: 2,213 shares; 2024Q2: 1,823 shares; 2024Q3: 1,474 shares; 2024Q4: 898 shares 898 $22.4K 0.01% -576 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 693 shares; 2023Q2: 1,698 shares; 2023Q3: 1,715 shares; 2023Q4: not reported; 2024Q1: 1,305 shares; 2024Q2: 1,232 shares; 2024Q3: 1,039 shares; 2024Q4: 294 shares 294 $22.3K 0.01% -745 Timeline CSWC CAPITAL SOUTHWEST CORP More: the full row for CAPITAL SOUTHWEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares 1,000 $21.8K 0.01% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: not reported; 2024Q1: 292 shares; 2024Q2: 292 shares; 2024Q3: 244 shares; 2024Q4: 244 shares 244 $21.6K 0.01% 0 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares; 2024Q4: 150 shares 150 $21.6K 0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: not reported; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares; 2024Q3: 2,600 shares; 2024Q4: 2,600 shares 2,600 $21.2K 0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 22 shares; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 39 shares; 2024Q3: 38 shares; 2024Q4: 85 shares 85 $21.1K 0.01% +47 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 397 shares; 2023Q2: 1,275 shares; 2023Q3: 1,275 shares; 2023Q4: not reported; 2024Q1: 154 shares; 2024Q2: 222 shares; 2024Q3: 232 shares; 2024Q4: 273 shares 273 $21K 0.01% +41 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 224 shares; 2024Q2: 230 shares; 2024Q3: 200 shares; 2024Q4: 200 shares 200 $20.9K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 315 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 209 shares; 2024Q3: 214 shares; 2024Q4: 221 shares 221 $20.9K 0.01% +7 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: 6,300 shares; 2024Q2: 6,300 shares; 2024Q3: 6,300 shares; 2024Q4: 6,300 shares 6,300 $20.7K 0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 234 shares; 2024Q2: 236 shares; 2024Q3: 236 shares; 2024Q4: 236 shares 236 $20.6K 0.01% 0 Timeline SPMD 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: not reported; 2023Q2: not reported; 2023Q3: 346 shares; 2023Q4: not reported; 2024Q1: 346 shares; 2024Q2: 607 shares; 2024Q3: 715 shares; 2024Q4: 369 shares 369 $20.2K 0.01% -346 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 106 shares; 2024Q2: 109 shares; 2024Q3: 105 shares; 2024Q4: 107 shares 107 $20.1K 0.01% +2 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: 606 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 61 shares; 2024Q3: 71 shares; 2024Q4: 76 shares 76 $20K 0.01% +5 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 288 shares; 2023Q2: 518 shares; 2023Q3: 1,186 shares; 2023Q4: not reported; 2024Q1: 305 shares; 2024Q2: 137 shares; 2024Q3: 137 shares; 2024Q4: 520 shares 520 $19.9K 0.01% +383 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 213 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 232 shares; 2024Q2: 243 shares; 2024Q3: 243 shares; 2024Q4: 292 shares 292 $19.9K 0.01% +49 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 336 shares; 2024Q3: 336 shares; 2024Q4: 337 shares 337 $19.7K 0.01% +1 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,389 shares; 2023Q2: 795 shares; 2023Q3: 804 shares; 2023Q4: not reported; 2024Q1: 824 shares; 2024Q2: 833 shares; 2024Q3: 842 shares; 2024Q4: 852 shares 852 $19.7K 0.01% +10 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 71 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 72 shares; 2024Q2: 83 shares; 2024Q3: 107 shares; 2024Q4: 109 shares 109 $19.6K 0.01% +2 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 193 shares; 2023Q2: 1,106 shares; 2023Q3: 1,234 shares; 2023Q4: not reported; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares; 2024Q4: 141 shares 141 $19.4K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 610 shares; 2024Q3: 653 shares; 2024Q4: 513 shares 513 $19.3K 0.01% -140 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 2,147 shares; 2023Q2: 1,455 shares; 2023Q3: 1,439 shares; 2023Q4: not reported; 2024Q1: 583 shares; 2024Q2: 583 shares; 2024Q3: 583 shares; 2024Q4: 452 shares 452 $19.3K 0.01% -131 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 170 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 184 shares; 2024Q3: 204 shares; 2024Q4: 103 shares 103 $19.2K 0.01% -101 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 29 shares; 2023Q2: 98 shares; 2023Q3: 104 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 82 shares; 2024Q3: 52 shares; 2024Q4: 50 shares 50 $19.1K 0.01% -2 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 46 shares; 2023Q2: 47 shares; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 74 shares; 2024Q3: 85 shares; 2024Q4: 97 shares 97 $19.1K 0.01% +12 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: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 61 shares; 2024Q3: 61 shares; 2024Q4: 72 shares 72 $19K 0.01% +11 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 446 shares; 2023Q2: 481 shares; 2023Q3: 481 shares; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 556 shares; 2024Q3: 379 shares; 2024Q4: 298 shares 298 $19K 0.01% -81 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 32 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: 160 shares; 2024Q3: 303 shares; 2024Q4: 155 shares 155 $19K 0.01% -148 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 11 shares; 2024Q3: 11 shares; 2024Q4: 11 shares 11 $19K 0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 125 shares; 2024Q3: 81 shares; 2024Q4: 81 shares 81 $19K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 123 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 468 shares; 2024Q3: 197 shares; 2024Q4: 313 shares 313 $19K 0.01% +116 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 53 shares; 2024Q4: 53 shares 53 $18.8K 0.01% 0 Timeline BSV 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: not reported; 2023Q2: 261 shares; 2023Q3: 261 shares; 2023Q4: not reported; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 243 shares; 2024Q4: 243 shares 243 $18.8K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 96 shares; 2024Q4: 57 shares 57 $18.7K 0.01% -39 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 6 shares; 2024Q3: 35 shares; 2024Q4: 36 shares 36 $18.7K 0.01% +1 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 58 shares; 2023Q2: 57 shares; 2023Q3: 77 shares; 2023Q4: not reported; 2024Q1: 88 shares; 2024Q2: 94 shares; 2024Q3: 86 shares; 2024Q4: 88 shares 88 $18.7K 0.01% +2 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: 106 shares; 2023Q2: 255 shares; 2023Q3: 303 shares; 2023Q4: not reported; 2024Q1: 209 shares; 2024Q2: 191 shares; 2024Q3: 58 shares; 2024Q4: 58 shares 58 $18.6K 0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 148 shares; 2024Q2: 154 shares; 2024Q3: 201 shares; 2024Q4: 205 shares 205 $18.5K 0.01% +4 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 76 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: not reported; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares; 2024Q4: 202 shares 202 $18.4K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 159 shares; 2024Q4: 159 shares 159 $18.2K 0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 267 shares; 2024Q4: 267 shares 267 $18.2K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares; 2024Q4: 1,200 shares 1,200 $18.2K 0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 71 shares; 2023Q2: 63 shares; 2023Q3: 71 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 74 shares; 2024Q3: 80 shares; 2024Q4: 80 shares 80 $18.1K 0.01% 0 Timeline PTLC 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: 1,907 shares; 2023Q2: 1,563 shares; 2023Q3: 1,315 shares; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares; 2024Q4: 338 shares 338 $18K 0.01% -462 Timeline SCHJ 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: 869 shares; 2023Q2: 691 shares; 2023Q3: 644 shares; 2023Q4: not reported; 2024Q1: 467 shares; 2024Q2: 447 shares; 2024Q3: 446 shares; 2024Q4: 739 shares 739 $18K 0.01% +293 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 833 shares; 2023Q2: 836 shares; 2023Q3: 839 shares; 2023Q4: not reported; 2024Q1: 311 shares; 2024Q2: 319 shares; 2024Q3: 319 shares; 2024Q4: 336 shares 336 $17.9K 0.01% +17 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: 93 shares; 2023Q2: 200 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 96 shares; 2024Q3: 96 shares; 2024Q4: 97 shares 97 $17.9K 0.01% +1 Timeline SAIA SAIA INC More: the full row for SAIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39 shares; 2024Q4: 39 shares 39 $17.8K 0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 175 shares; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: not reported; 2024Q1: 167 shares; 2024Q2: 171 shares; 2024Q3: 197 shares; 2024Q4: 197 shares 197 $17.8K 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: not reported; 2023Q2: 26 shares; 2023Q3: 26 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 29 shares; 2024Q3: 37 shares; 2024Q4: 37 shares 37 $17.8K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 68 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 54 shares; 2024Q3: 65 shares; 2024Q4: 65 shares 65 $17.6K 0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: not reported; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 93 shares; 2024Q3: 114 shares; 2024Q4: 131 shares 131 $17.5K 0.01% +17 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: 34 shares; 2023Q2: 36 shares; 2023Q3: 63 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 71 shares; 2024Q3: 72 shares; 2024Q4: 74 shares 74 $17.4K 0.01% +2 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 73 shares; 2024Q4: 76 shares 76 $17.4K 0.01% +3 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 99 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: not reported; 2024Q1: 89 shares; 2024Q2: 78 shares; 2024Q3: 96 shares; 2024Q4: 96 shares 96 $17.3K 0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q1: 122 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 97 shares; 2024Q3: 121 shares; 2024Q4: 121 shares 121 $17.3K 0.01% 0 Timeline