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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,497 shares; 2023Q2: 29,159 shares; 2023Q3: 36,063 shares; 2023Q4: 36,258 shares; 2024Q1: 56,162 shares 56,162 $29.4M 9.13% +19,904 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 391,712 shares; 2023Q2: 390,726 shares; 2023Q3: 423,232 shares; 2023Q4: 424,682 shares; 2024Q1: 453,039 shares 453,039 $26.3M 8.19% +28,357 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54,606 shares; 2023Q2: 98,930 shares; 2023Q3: 132,823 shares; 2023Q4: 166,337 shares; 2024Q1: 228,818 shares 228,818 $23.1M 7.18% +62,481 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144,647 shares; 2023Q2: 155,670 shares; 2023Q3: 153,201 shares; 2023Q4: 151,819 shares; 2024Q1: 156,050 shares 156,050 $14M 4.34% +4,231 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 188,153 shares; 2023Q2: 204,256 shares; 2023Q3: 204,377 shares; 2023Q4: 204,189 shares; 2024Q1: 202,037 shares 202,037 $12.9M 4% -2,152 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,054 shares; 2023Q2: 11,499 shares; 2023Q3: 11,834 shares; 2023Q4: 13,739 shares; 2024Q1: 20,760 shares 20,760 $9.22M 2.87% +7,021 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,888 shares; 2023Q2: 20,198 shares; 2023Q3: 26,271 shares; 2023Q4: 96,619 shares; 2024Q1: 280,630 shares 280,630 $8.98M 2.79% +184,011 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 167,400 shares 167,400 $7.75M 2.41% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,122 shares; 2023Q2: 7,072 shares; 2023Q3: 7,833 shares; 2023Q4: 55,488 shares; 2024Q1: 217,509 shares 217,509 $7.07M 2.2% +162,021 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 139,267 shares; 2023Q2: 137,514 shares; 2023Q3: 157,366 shares; 2023Q4: 154,766 shares; 2024Q1: 110,773 shares 110,773 $6.82M 2.12% -43,993 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 160,221 shares; 2023Q2: 165,864 shares; 2023Q3: 152,946 shares; 2023Q4: 146,924 shares; 2024Q1: 146,920 shares 146,920 $6.47M 2.01% -4 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,778 shares; 2023Q2: 39,638 shares; 2023Q3: 39,560 shares; 2023Q4: 41,105 shares; 2024Q1: 36,684 shares 36,684 $6.29M 1.96% -4,421 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,558 shares; 2023Q2: 28,443 shares; 2023Q3: 32,341 shares; 2023Q4: 33,540 shares; 2024Q1: 34,212 shares 34,212 $6.17M 1.92% +672 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,476 shares; 2023Q2: 9,539 shares; 2023Q3: 8,414 shares; 2023Q4: 8,184 shares; 2024Q1: 54,915 shares 54,915 $5.15M 1.6% +46,731 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,553 shares; 2023Q2: 9,972 shares; 2023Q3: 10,586 shares; 2023Q4: 10,741 shares; 2024Q1: 11,016 shares 11,016 $4.63M 1.44% +275 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,625 shares; 2023Q2: 7,766 shares; 2023Q3: 8,035 shares; 2023Q4: 7,179 shares; 2024Q1: 7,267 shares 7,267 $3.82M 1.19% +88 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,720 shares; 2023Q2: 10,144 shares; 2023Q3: 10,633 shares; 2023Q4: 10,539 shares; 2024Q1: 10,326 shares 10,326 $3.78M 1.18% -213 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51,564 shares; 2024Q1: 126,947 shares 126,947 $3.7M 1.15% +75,383 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71,630 shares; 2023Q2: 73,647 shares; 2023Q3: 70,720 shares; 2023Q4: 70,226 shares; 2024Q1: 72,579 shares 72,579 $3.5M 1.09% +2,353 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,651 shares; 2023Q2: 5,252 shares; 2023Q3: 5,213 shares; 2023Q4: 5,550 shares; 2024Q1: 3,632 shares 3,632 $3.28M 1.02% -1,918 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,004 shares; 2023Q2: 47,815 shares; 2023Q3: 41,597 shares; 2023Q4: 33,634 shares; 2024Q1: 25,994 shares 25,994 $2.99M 0.93% -7,640 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 77,960 shares; 2023Q2: 72,274 shares; 2023Q3: 66,596 shares; 2023Q4: 57,350 shares; 2024Q1: 58,883 shares 58,883 $2.97M 0.92% +1,533 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,859 shares; 2023Q2: 6,629 shares; 2023Q3: 6,919 shares; 2023Q4: 6,951 shares; 2024Q1: 6,977 shares 6,977 $2.87M 0.89% +26 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,971 shares; 2023Q2: 2,971 shares; 2023Q3: 4,365 shares; 2023Q4: 18,489 shares; 2024Q1: 80,240 shares 80,240 $2.31M 0.72% +61,751 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,728 shares; 2023Q2: 38,240 shares; 2023Q3: 42,397 shares; 2023Q4: 47,232 shares; 2024Q1: 66,586 shares 66,586 $2.31M 0.72% +19,354 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,791 shares; 2023Q2: 61,468 shares; 2023Q3: 60,465 shares; 2023Q4: 53,925 shares; 2024Q1: 47,044 shares 47,044 $2.14M 0.67% -6,881 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,348 shares; 2023Q2: 10,586 shares; 2023Q3: 10,825 shares; 2023Q4: 11,610 shares; 2024Q1: 12,581 shares 12,581 $2.04M 0.63% +971 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,090 shares; 2023Q2: 6,474 shares; 2023Q3: 8,691 shares; 2023Q4: 9,668 shares; 2024Q1: 9,884 shares 9,884 $1.98M 0.62% +216 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,326 shares; 2023Q2: 47,001 shares; 2023Q3: 59,584 shares; 2023Q4: 53,062 shares; 2024Q1: 33,413 shares 33,413 $1.82M 0.57% -19,649 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,655 shares; 2023Q2: 9,998 shares; 2023Q3: 10,056 shares; 2023Q4: 9,985 shares; 2024Q1: 30,161 shares 30,161 $1.81M 0.56% +20,176 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,997 shares; 2023Q2: 12,811 shares; 2023Q3: 12,977 shares; 2023Q4: 15,836 shares; 2024Q1: 16,205 shares 16,205 $1.74M 0.54% +369 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106,072 shares; 2023Q2: 112,959 shares; 2023Q3: 118,042 shares; 2023Q4: 117,298 shares; 2024Q1: 60,889 shares 60,889 $1.72M 0.54% -56,409 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,684 shares; 2023Q2: 19,547 shares; 2023Q3: 13,266 shares; 2023Q4: 13,658 shares; 2024Q1: 12,570 shares 12,570 $1.7M 0.53% -1,088 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,303 shares; 2023Q2: 34,935 shares; 2023Q3: 29,942 shares; 2023Q4: 25,490 shares; 2024Q1: 15,667 shares 15,667 $1.63M 0.51% -9,823 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,538 shares; 2023Q2: 3,359 shares; 2023Q3: 3,714 shares; 2023Q4: 3,707 shares; 2024Q1: 3,731 shares 3,731 $1.57M 0.49% +24 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 201,692 shares; 2023Q2: 212,787 shares; 2023Q3: 240,309 shares; 2023Q4: 241,051 shares; 2024Q1: 47,252 shares 47,252 $1.54M 0.48% -193,799 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,059 shares; 2023Q4: 20,574 shares; 2024Q1: 21,723 shares 21,723 $1.52M 0.47% +1,149 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,600 shares; 2023Q2: 3,907 shares; 2023Q3: 4,113 shares; 2023Q4: 4,933 shares; 2024Q1: 5,122 shares 5,122 $1.43M 0.44% +189 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 1,552 shares; 2023Q3: 1,716 shares; 2023Q4: 1,666 shares; 2024Q1: 1,727 shares 1,727 $1.34M 0.42% +61 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares 2 $1.27M 0.39% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,851 shares; 2023Q2: 3,294 shares; 2023Q3: 3,335 shares; 2023Q4: 3,191 shares; 2024Q1: 3,295 shares 3,295 $1.26M 0.39% +104 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,579 shares; 2023Q2: 1,647 shares; 2023Q3: 1,894 shares; 2023Q4: 2,461 shares; 2024Q1: 2,534 shares 2,534 $1.25M 0.39% +73 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,297 shares; 2023Q2: 6,478 shares; 2023Q3: 6,503 shares; 2023Q4: 7,453 shares; 2024Q1: 7,658 shares 7,658 $1.21M 0.38% +205 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,429 shares; 2023Q2: 6,255 shares; 2023Q3: 6,326 shares; 2023Q4: 6,683 shares; 2024Q1: 6,548 shares 6,548 $1.15M 0.36% -135 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 948,038 shares; 2023Q2: 958,049 shares; 2023Q3: 962,038 shares; 2023Q4: 925,038 shares; 2024Q1: 862,838 shares 862,838 $1.12M 0.35% -62,200 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,342 shares; 2023Q2: 4,742 shares; 2023Q3: 4,872 shares; 2023Q4: 5,061 shares; 2024Q1: 5,078 shares 5,078 $1.08M 0.34% +17 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,733 shares; 2023Q2: 6,484 shares; 2023Q3: 6,693 shares; 2023Q4: 6,701 shares; 2024Q1: 7,089 shares 7,089 $1.07M 0.33% +388 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,993 shares; 2023Q2: 17,118 shares; 2023Q3: 14,333 shares; 2023Q4: 14,763 shares; 2024Q1: 6,269 shares 6,269 $1.03M 0.32% -8,494 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,879 shares; 2023Q2: 14,059 shares; 2023Q3: 17,706 shares; 2023Q4: 17,675 shares; 2024Q1: 14,132 shares 14,132 $999K 0.31% -3,543 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,928 shares; 2023Q2: 5,056 shares; 2023Q3: 5,086 shares; 2023Q4: 5,329 shares; 2024Q1: 5,543 shares 5,543 $959K 0.3% +214 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 1,104 shares; 2023Q3: 1,154 shares; 2023Q4: 1,291 shares; 2024Q1: 1,390 shares 1,390 $904K 0.28% +99 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,172 shares; 2023Q2: 15,477 shares; 2023Q3: 15,723 shares; 2023Q4: 15,570 shares; 2024Q1: 15,103 shares 15,103 $900K 0.28% -467 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,224 shares; 2024Q1: 9,853 shares 9,853 $874K 0.27% +629 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,289 shares; 2023Q3: 1,151 shares; 2023Q4: 1,221 shares; 2024Q1: 1,698 shares 1,698 $857K 0.27% +477 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,869 shares; 2023Q2: 7,212 shares; 2023Q3: 7,094 shares; 2023Q4: 7,322 shares; 2024Q1: 7,305 shares 7,305 $849K 0.26% -17 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 438 shares; 2023Q2: 1,088 shares; 2023Q3: 1,593 shares; 2023Q4: not reported; 2024Q1: 26,662 shares 26,662 $831K 0.26% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,802 shares; 2023Q2: 4,132 shares; 2023Q3: 4,334 shares; 2023Q4: 4,381 shares; 2024Q1: 4,688 shares 4,688 $824K 0.26% +307 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,962 shares; 2023Q2: 1,674 shares; 2023Q3: 7,737 shares; 2023Q4: 10,981 shares; 2024Q1: 12,612 shares 12,612 $806K 0.25% +1,631 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,431 shares; 2023Q2: 7,747 shares; 2023Q3: 8,122 shares; 2023Q4: 9,224 shares; 2024Q1: 9,375 shares 9,375 $805K 0.25% +151 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,828 shares; 2023Q2: 1,814 shares; 2023Q3: 1,893 shares; 2023Q4: 2,079 shares; 2024Q1: 2,198 shares 2,198 $762K 0.24% +119 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,391 shares; 2023Q2: 1,446 shares; 2023Q3: 1,507 shares; 2023Q4: 1,709 shares; 2024Q1: 1,723 shares 1,723 $759K 0.24% +14 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: 1,774 shares; 2023Q3: 1,863 shares; 2023Q4: 2,135 shares; 2024Q1: 2,254 shares 2,254 $757K 0.24% +119 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,805 shares; 2023Q2: 2,854 shares; 2023Q3: 2,832 shares; 2023Q4: 2,850 shares; 2024Q1: 2,652 shares 2,652 $748K 0.23% -198 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,560 shares; 2023Q2: 53,600 shares; 2023Q3: 53,600 shares; 2023Q4: 49,020 shares; 2024Q1: 48,880 shares 48,880 $739K 0.23% -140 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,933 shares; 2023Q2: 2,001 shares; 2023Q3: 2,089 shares; 2023Q4: 2,356 shares; 2024Q1: 2,936 shares 2,936 $726K 0.23% +580 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,022 shares; 2023Q2: 3,218 shares; 2023Q3: 3,925 shares; 2023Q4: 4,419 shares; 2024Q1: 4,566 shares 4,566 $714K 0.22% +147 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 3,789 shares 3,789 $708K 0.22% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,274 shares; 2023Q2: 2,834 shares; 2023Q3: 2,834 shares; 2023Q4: not reported; 2024Q1: 25,449 shares 25,449 $688K 0.21% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,077 shares; 2023Q2: 1,144 shares; 2023Q3: 1,144 shares; 2023Q4: 1,096 shares; 2024Q1: 1,125 shares 1,125 $683K 0.21% +29 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,986 shares; 2023Q2: 4,118 shares; 2023Q3: 4,289 shares; 2023Q4: 4,833 shares; 2024Q1: 4,882 shares 4,882 $671K 0.21% +49 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,174 shares; 2023Q2: 10,535 shares; 2023Q3: 10,782 shares; 2023Q4: 12,214 shares; 2024Q1: 13,107 shares 13,107 $658K 0.2% +893 MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 933 shares; 2023Q2: 970 shares; 2023Q3: 1,017 shares; 2023Q4: 1,151 shares; 2024Q1: 1,169 shares 1,169 $655K 0.2% +18 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,733 shares; 2023Q2: 1,820 shares; 2023Q3: 1,617 shares; 2023Q4: 1,814 shares; 2024Q1: 2,638 shares 2,638 $654K 0.2% +824 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,069 shares; 2023Q2: 3,682 shares; 2023Q3: 3,458 shares; 2023Q4: 3,718 shares; 2024Q1: 3,583 shares 3,583 $647K 0.2% -135 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,868 shares; 2023Q2: 23,740 shares; 2023Q3: 20,001 shares; 2023Q4: 22,525 shares; 2024Q1: 22,200 shares 22,200 $635K 0.2% -325 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,440 shares; 2023Q2: 3,572 shares; 2023Q3: 3,738 shares; 2023Q4: 4,301 shares; 2024Q1: 4,341 shares 4,341 $630K 0.2% +40 ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,823 shares; 2023Q2: 5,000 shares; 2023Q3: 6,457 shares; 2023Q4: 7,416 shares; 2024Q1: 7,505 shares 7,505 $625K 0.19% +89 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 397 shares; 2023Q4: 453 shares; 2024Q1: 487 shares 487 $609K 0.19% +34 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 433 shares; 2023Q2: 2,582 shares; 2023Q3: 2,698 shares; 2023Q4: 2,726 shares; 2024Q1: 2,569 shares 2,569 $606K 0.19% -157 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,363 shares; 2023Q2: 1,935 shares; 2023Q3: 2,025 shares; 2023Q4: 2,294 shares; 2024Q1: 2,335 shares 2,335 $583K 0.18% +41 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,283 shares; 2023Q2: 5,559 shares; 2023Q3: 5,559 shares; 2023Q4: 5,528 shares; 2024Q1: 5,440 shares 5,440 $577K 0.18% -88 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 6,323 shares 6,323 $575K 0.18% new Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,028 shares; 2023Q2: 3,161 shares; 2023Q3: 3,309 shares; 2023Q4: 6,746 shares; 2024Q1: 7,122 shares 7,122 $567K 0.18% +376 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,437 shares; 2023Q2: 2,540 shares; 2023Q3: 2,650 shares; 2023Q4: 3,023 shares; 2024Q1: 3,069 shares 3,069 $567K 0.18% +46 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,532 shares; 2023Q2: 3,509 shares; 2023Q3: 3,549 shares; 2023Q4: 3,611 shares; 2024Q1: 3,712 shares 3,712 $565K 0.18% +101 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,589 shares 12,589 $559K 0.17% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,095 shares; 2023Q2: 12,695 shares; 2023Q3: 12,695 shares; 2023Q4: 12,695 shares; 2024Q1: 11,795 shares 11,795 $556K 0.17% -900 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,599 shares; 2023Q2: 11,320 shares; 2023Q3: 8,389 shares; 2023Q4: 6,919 shares; 2024Q1: 5,862 shares 5,862 $542K 0.17% -1,057 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,077 shares; 2023Q2: 5,267 shares; 2023Q3: 5,517 shares; 2023Q4: 6,284 shares; 2024Q1: 7,431 shares 7,431 $541K 0.17% +1,147 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,978 shares; 2023Q2: 1,483 shares; 2023Q3: 1,522 shares; 2023Q4: 1,722 shares; 2024Q1: 1,873 shares 1,873 $532K 0.17% +151 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,852 shares; 2023Q2: 35,852 shares; 2023Q3: 35,852 shares; 2023Q4: 35,453 shares; 2024Q1: 33,533 shares 33,533 $527K 0.16% -1,920 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,063 shares; 2023Q2: 2,250 shares; 2023Q3: 2,623 shares; 2023Q4: 2,612 shares; 2024Q1: 2,790 shares 2,790 $508K 0.16% +178 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,250 shares; 2023Q2: 18,400 shares; 2023Q3: 18,400 shares; 2023Q4: 17,400 shares; 2024Q1: 17,400 shares 17,400 $508K 0.16% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,068 shares; 2023Q2: 2,166 shares; 2023Q3: 1,951 shares; 2023Q4: 2,211 shares; 2024Q1: 2,220 shares 2,220 $499K 0.16% +9 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,273 shares; 2023Q2: 6,273 shares; 2023Q3: 6,273 shares; 2023Q4: 6,273 shares; 2024Q1: 6,273 shares 6,273 $494K 0.15% 0 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,746 shares; 2023Q2: 8,154 shares; 2023Q3: 8,123 shares; 2023Q4: 6,375 shares; 2024Q1: 6,421 shares 6,421 $480K 0.15% +46 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,662 shares; 2023Q2: 6,064 shares; 2023Q3: 6,057 shares; 2023Q4: 4,758 shares; 2024Q1: 4,280 shares 4,280 $473K 0.15% -478 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,848 shares; 2023Q2: 2,468 shares; 2023Q3: 2,468 shares; 2023Q4: 2,421 shares; 2024Q1: 2,304 shares 2,304 $473K 0.15% -117 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,149 shares; 2023Q2: 1,192 shares; 2023Q3: 1,024 shares; 2023Q4: 1,165 shares; 2024Q1: 1,180 shares 1,180 $467K 0.15% +15 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,018 shares; 2023Q2: 5,229 shares; 2023Q3: 4,200 shares; 2023Q4: 4,889 shares; 2024Q1: 6,293 shares 6,293 $463K 0.14% +1,404 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,174 shares; 2023Q2: 13,119 shares; 2023Q3: 13,734 shares; 2023Q4: 13,652 shares; 2024Q1: 12,816 shares 12,816 $456K 0.14% -836 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,938 shares; 2023Q2: 4,091 shares; 2023Q3: 4,282 shares; 2023Q4: 4,865 shares; 2024Q1: 4,811 shares 4,811 $452K 0.14% -54 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 509 shares; 2023Q2: 1,309 shares; 2023Q3: 1,050 shares; 2023Q4: 1,051 shares; 2024Q1: 1,057 shares 1,057 $450K 0.14% +6 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,105 shares; 2023Q2: 4,019 shares; 2023Q3: 3,176 shares; 2023Q4: 2,675 shares; 2024Q1: 2,647 shares 2,647 $448K 0.14% -28 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,536 shares; 2023Q2: 13,187 shares; 2023Q3: 13,824 shares; 2023Q4: 13,680 shares; 2024Q1: 13,300 shares 13,300 $438K 0.14% -380 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,656 shares; 2023Q2: 11,436 shares; 2023Q3: 11,410 shares; 2023Q4: 11,347 shares; 2024Q1: 11,196 shares 11,196 $425K 0.13% -151 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,903 shares; 2023Q2: 26,881 shares; 2023Q3: 16,195 shares; 2023Q4: 15,655 shares; 2024Q1: 8,078 shares 8,078 $417K 0.13% -7,577 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 427 shares; 2023Q2: 2,569 shares; 2023Q3: 2,698 shares; 2023Q4: 2,838 shares; 2024Q1: 2,662 shares 2,662 $415K 0.13% -176 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,782 shares; 2023Q2: 32,746 shares; 2023Q3: 32,541 shares; 2023Q4: 32,541 shares; 2024Q1: 29,713 shares 29,713 $414K 0.13% -2,828 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,636 shares; 2023Q2: 8,736 shares; 2023Q3: 9,461 shares; 2023Q4: 10,139 shares; 2024Q1: 9,157 shares 9,157 $404K 0.13% -982 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 957 shares; 2023Q3: 1,102 shares; 2023Q4: 1,180 shares; 2024Q1: 1,170 shares 1,170 $403K 0.13% -10 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,424 shares; 2023Q2: 73,888 shares; 2023Q3: 70,825 shares; 2023Q4: 71,618 shares; 2024Q1: 6,096 shares 6,096 $402K 0.12% -65,522 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,423 shares; 2023Q2: 8,704 shares; 2023Q3: 8,505 shares; 2023Q4: 4,385 shares; 2024Q1: 3,558 shares 3,558 $385K 0.12% -827 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 829 shares; 2023Q2: 560 shares; 2023Q3: 621 shares; 2023Q4: 689 shares; 2024Q1: 564 shares 564 $382K 0.12% -125 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 209,260 shares; 2023Q2: 225,413 shares; 2023Q3: 221,295 shares; 2023Q4: 222,188 shares; 2024Q1: 9,632 shares 9,632 $374K 0.12% -212,556 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,061 shares; 2023Q2: 1,099 shares; 2023Q3: 1,138 shares; 2023Q4: 1,284 shares; 2024Q1: 1,269 shares 1,269 $370K 0.11% -15 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,168 shares; 2023Q2: 22,948 shares; 2023Q3: 19,796 shares; 2023Q4: 20,147 shares; 2024Q1: 20,901 shares 20,901 $368K 0.11% +754 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: not reported; 2024Q1: 6,363 shares 6,363 $366K 0.11% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,290 shares; 2023Q2: 7,781 shares; 2023Q3: 8,083 shares; 2023Q4: 7,614 shares; 2024Q1: 7,291 shares 7,291 $366K 0.11% -323 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,581 shares; 2023Q2: 3,693 shares; 2023Q3: 3,852 shares; 2023Q4: 4,386 shares; 2024Q1: 4,327 shares 4,327 $363K 0.11% -59 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,850 shares; 2023Q2: 1,850 shares; 2023Q3: 1,850 shares; 2023Q4: 1,850 shares; 2024Q1: 1,866 shares 1,866 $363K 0.11% +16 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,138 shares; 2023Q2: 2,529 shares; 2023Q3: 2,515 shares; 2023Q4: 2,106 shares; 2024Q1: 2,077 shares 2,077 $362K 0.11% -29 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,285 shares; 2023Q2: 15,254 shares; 2023Q3: 15,046 shares; 2023Q4: 14,198 shares; 2024Q1: 11,204 shares 11,204 $358K 0.11% -2,994 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 30,040 shares; 2023Q2: 31,509 shares; 2023Q3: 33,146 shares; 2023Q4: 38,077 shares; 2024Q1: 41,036 shares 41,036 $348K 0.11% +2,959 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,371 shares; 2023Q2: 2,321 shares; 2023Q3: 2,414 shares; 2023Q4: 2,591 shares; 2024Q1: 2,716 shares 2,716 $346K 0.11% +125 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,344 shares; 2023Q2: 63,474 shares; 2023Q3: 35,305 shares; 2023Q4: 16,565 shares; 2024Q1: 15,092 shares 15,092 $344K 0.11% -1,473 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,289 shares; 2023Q2: 1,311 shares; 2023Q3: 5,981 shares; 2023Q4: 5,033 shares; 2024Q1: 3,630 shares 3,630 $343K 0.11% -1,403 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 91 shares; 2024Q1: 93 shares 93 $337K 0.1% +2 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 372 shares; 2023Q2: 501 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 690 shares 690 $335K 0.1% new Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,471 shares; 2023Q4: 10,553 shares; 2024Q1: 6,500 shares 6,500 $329K 0.1% -4,053 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,005 shares; 2023Q4: 5,760 shares; 2024Q1: 6,160 shares 6,160 $322K 0.1% +400 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 612 shares; 2023Q2: 1,356 shares; 2023Q3: 1,640 shares; 2023Q4: 1,621 shares; 2024Q1: 1,645 shares 1,645 $314K 0.1% +24 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,910 shares; 2023Q2: 10,080 shares; 2023Q3: 10,778 shares; 2023Q4: 10,868 shares; 2024Q1: 8,587 shares 8,587 $311K 0.1% -2,281 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,166 shares; 2023Q2: 7,272 shares; 2023Q3: 7,238 shares; 2023Q4: 5,874 shares; 2024Q1: 5,211 shares 5,211 $305K 0.09% -663 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,375 shares; 2023Q2: 2,190 shares; 2023Q3: 1,997 shares; 2023Q4: 2,190 shares; 2024Q1: 2,301 shares 2,301 $304K 0.09% +111 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,812 shares; 2023Q2: 2,749 shares; 2023Q3: 100 shares; 2023Q4: 2,710 shares; 2024Q1: 2,879 shares 2,879 $302K 0.09% +169 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 286 shares; 2023Q2: 1,476 shares; 2023Q3: 1,641 shares; 2023Q4: 1,476 shares; 2024Q1: 1,372 shares 1,372 $286K 0.09% -104 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,666 shares; 2023Q2: 9,666 shares; 2023Q3: 9,477 shares; 2023Q4: not reported; 2024Q1: 12,691 shares 12,691 $285K 0.09% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,100 shares; 2023Q2: 46,100 shares; 2023Q3: 46,100 shares; 2023Q4: 42,700 shares; 2024Q1: 42,700 shares 42,700 $284K 0.09% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,210 shares; 2023Q2: 1,210 shares; 2023Q3: 1,210 shares; 2023Q4: 1,211 shares; 2024Q1: 1,229 shares 1,229 $283K 0.09% +18 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,257 shares; 2023Q2: 3,283 shares; 2023Q3: 3,319 shares; 2023Q4: 3,353 shares; 2024Q1: 3,421 shares 3,421 $278K 0.09% +68 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: 1,005 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares 1,005 $272K 0.08% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,333 shares; 2023Q2: 2,354 shares; 2023Q3: 2,262 shares; 2023Q4: 2,270 shares; 2024Q1: 2,095 shares 2,095 $271K 0.08% -175 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,344 shares; 2023Q2: 3,847 shares; 2023Q3: 5,809 shares; 2023Q4: 3,896 shares; 2024Q1: 2,453 shares 2,453 $267K 0.08% -1,443 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 751 shares; 2023Q2: 1,405 shares; 2023Q3: 1,319 shares; 2023Q4: 1,389 shares; 2024Q1: 1,362 shares 1,362 $263K 0.08% -27 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: 1,223 shares; 2023Q3: 1,468 shares; 2023Q4: 1,626 shares; 2024Q1: 1,606 shares 1,606 $262K 0.08% -20 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: 704 shares; 2023Q3: 683 shares; 2023Q4: 681 shares; 2024Q1: 651 shares 651 $260K 0.08% -30 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,246 shares; 2023Q2: 13,170 shares; 2023Q3: 10,809 shares; 2023Q4: 9,730 shares; 2024Q1: 3,108 shares 3,108 $260K 0.08% -6,622 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 418 shares; 2023Q2: 558 shares; 2023Q3: 557 shares; 2023Q4: 503 shares; 2024Q1: 533 shares 533 $257K 0.08% +30 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,064 shares; 2023Q2: 3,985 shares; 2023Q3: 4,103 shares; 2023Q4: 4,093 shares; 2024Q1: 4,194 shares 4,194 $257K 0.08% +101 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,510 shares; 2023Q2: 7,090 shares; 2023Q3: 7,090 shares; 2023Q4: 7,090 shares; 2024Q1: 6,490 shares 6,490 $240K 0.07% -600 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,753 shares; 2023Q2: 11,887 shares; 2023Q3: 12,022 shares; 2023Q4: 12,169 shares; 2024Q1: 12,296 shares 12,296 $239K 0.07% +127 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,010 shares; 2023Q2: 1,040 shares; 2023Q3: 1,081 shares; 2023Q4: 1,180 shares; 2024Q1: 1,200 shares 1,200 $237K 0.07% +20 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 924 shares 924 $236K 0.07% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 963 shares; 2023Q3: 1,382 shares; 2023Q4: not reported; 2024Q1: 1,505 shares 1,505 $235K 0.07% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 271 shares; 2023Q2: 1,666 shares; 2023Q3: 1,666 shares; 2023Q4: 1,956 shares; 2024Q1: 1,832 shares 1,832 $230K 0.07% -124 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,133 shares; 2023Q2: 30,073 shares; 2023Q3: 30,073 shares; 2023Q4: 27,432 shares; 2024Q1: 27,432 shares 27,432 $227K 0.07% 0 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,392 shares; 2023Q2: 17,575 shares; 2023Q3: 18,483 shares; 2023Q4: 15,941 shares; 2024Q1: 5,184 shares 5,184 $227K 0.07% -10,757 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,370 shares 8,370 $218K 0.07% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,100 shares; 2023Q3: 6,100 shares; 2023Q4: 5,706 shares; 2024Q1: 5,786 shares 5,786 $214K 0.07% +80 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 695 shares; 2023Q2: 863 shares; 2023Q3: 883 shares; 2023Q4: not reported; 2024Q1: 940 shares 940 $214K 0.07% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,045 shares; 2023Q2: 3,041 shares; 2023Q3: 3,041 shares; 2023Q4: 3,678 shares; 2024Q1: 3,150 shares 3,150 $213K 0.07% -528 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 978 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 1,025 shares 1,025 $211K 0.07% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,711 shares; 2023Q2: 4,403 shares; 2023Q3: 4,407 shares; 2023Q4: 5,055 shares; 2024Q1: 3,843 shares 3,843 $208K 0.06% -1,212 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 811 shares; 2023Q2: 928 shares; 2023Q3: 1,026 shares; 2023Q4: not reported; 2024Q1: 2,111 shares 2,111 $207K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: 1,020 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,076 shares 1,076 $206K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 332 shares; 2024Q1: 182 shares 182 $205K 0.06% -150 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,771 shares 4,771 $205K 0.06% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,924 shares; 2023Q2: 2,109 shares; 2023Q3: 2,416 shares; 2023Q4: not reported; 2024Q1: 2,813 shares 2,813 $204K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,385 shares; 2023Q2: 42,935 shares; 2023Q3: 42,935 shares; 2023Q4: 38,735 shares; 2024Q1: 38,735 shares 38,735 $203K 0.06% 0 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 871 shares; 2023Q3: 1,150 shares; 2023Q4: not reported; 2024Q1: 1,264 shares 1,264 $199K 0.06% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 887 shares; 2023Q2: 1,226 shares; 2023Q3: 1,546 shares; 2023Q4: not reported; 2024Q1: 1,745 shares 1,745 $198K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,768 shares; 2023Q2: 2,668 shares; 2023Q3: 2,672 shares; 2023Q4: not reported; 2024Q1: 2,810 shares 2,810 $197K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: not reported; 2024Q1: 3,019 shares 3,019 $196K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,943 shares; 2023Q2: 1,990 shares; 2023Q3: 2,046 shares; 2023Q4: 2,203 shares; 2024Q1: 901 shares 901 $195K 0.06% -1,302 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 496 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 541 shares 541 $194K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: not reported; 2024Q1: 7,094 shares 7,094 $192K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,405 shares; 2023Q2: 3,205 shares; 2023Q3: 3,205 shares; 2023Q4: not reported; 2024Q1: 3,205 shares 3,205 $191K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,601 shares; 2023Q2: 1,715 shares; 2023Q3: 2,009 shares; 2023Q4: not reported; 2024Q1: 1,546 shares 1,546 $189K 0.06% new Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,213 shares; 2023Q2: 11,213 shares; 2023Q3: 11,213 shares; 2023Q4: not reported; 2024Q1: 9,253 shares 9,253 $188K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 418 shares; 2023Q3: 419 shares; 2023Q4: not reported; 2024Q1: 594 shares 594 $186K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 443 shares; 2023Q2: 369 shares; 2023Q3: 361 shares; 2023Q4: not reported; 2024Q1: 4,082 shares 4,082 $185K 0.06% new Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,895 shares; 2023Q4: not reported; 2024Q1: 5,900 shares 5,900 $184K 0.06% new Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,394 shares; 2023Q2: 2,394 shares; 2023Q3: 2,472 shares; 2023Q4: not reported; 2024Q1: 2,472 shares 2,472 $183K 0.06% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 48 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 379 shares 379 $182K 0.06% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: not reported; 2024Q1: 1,504 shares 1,504 $179K 0.06% new Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,524 shares; 2023Q2: 14,635 shares; 2023Q3: 14,664 shares; 2023Q4: 7,119 shares; 2024Q1: 5,488 shares 5,488 $177K 0.05% -1,631 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,757 shares; 2023Q2: 2,134 shares; 2023Q3: 2,179 shares; 2023Q4: not reported; 2024Q1: 1,932 shares 1,932 $177K 0.05% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,589 shares; 2023Q2: 2,476 shares; 2023Q3: 2,271 shares; 2023Q4: not reported; 2024Q1: 2,446 shares 2,446 $175K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,345 shares; 2023Q2: 1,345 shares; 2023Q3: 1,345 shares; 2023Q4: not reported; 2024Q1: 1,345 shares 1,345 $174K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,129 shares; 2023Q2: 1,331 shares; 2023Q3: 1,331 shares; 2023Q4: not reported; 2024Q1: 1,467 shares 1,467 $173K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,336 shares; 2023Q2: 24,118 shares; 2023Q3: 24,498 shares; 2023Q4: 21,998 shares; 2024Q1: 1,809 shares 1,809 $173K 0.05% -20,189 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,896 shares; 2023Q2: 6,940 shares; 2023Q3: 6,825 shares; 2023Q4: 6,651 shares; 2024Q1: 3,978 shares 3,978 $172K 0.05% -2,673 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,923 shares; 2023Q2: 1,899 shares; 2023Q3: 1,771 shares; 2023Q4: not reported; 2024Q1: 1,757 shares 1,757 $170K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,346 shares; 2023Q2: 2,415 shares; 2023Q3: 3,358 shares; 2023Q4: not reported; 2024Q1: 2,928 shares 2,928 $170K 0.05% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: 315 shares; 2023Q3: 7,804 shares; 2023Q4: 8,763 shares; 2024Q1: 1,988 shares 1,988 $168K 0.05% -6,775 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 154 shares; 2023Q2: 154 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,998 shares 5,998 $168K 0.05% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,200 shares; 2023Q2: 3,200 shares; 2023Q3: 3,200 shares; 2023Q4: not reported; 2024Q1: 2,700 shares 2,700 $167K 0.05% new Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 923 shares; 2023Q2: 923 shares; 2023Q3: 923 shares; 2023Q4: not reported; 2024Q1: 967 shares 967 $166K 0.05% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,985 shares; 2023Q2: 9,033 shares; 2023Q3: 9,108 shares; 2023Q4: not reported; 2024Q1: 3,179 shares 3,179 $163K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,688 shares; 2023Q2: 1,547 shares; 2023Q3: 1,529 shares; 2023Q4: not reported; 2024Q1: 869 shares 869 $163K 0.05% new Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares 655 $162K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,880 shares; 2023Q2: 2,878 shares; 2023Q3: 2,878 shares; 2023Q4: not reported; 2024Q1: 2,878 shares 2,878 $161K 0.05% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,500 shares; 2023Q2: 5,667 shares; 2023Q3: 5,775 shares; 2023Q4: not reported; 2024Q1: 5,722 shares 5,722 $159K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 2,607 shares 2,607 $158K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 386 shares; 2023Q4: not reported; 2024Q1: 3,956 shares 3,956 $158K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 91 shares; 2023Q2: 174 shares; 2023Q3: 196 shares; 2023Q4: 317 shares; 2024Q1: 209 shares 209 $153K 0.05% -108 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: 252 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 419 shares 419 $152K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,358 shares; 2023Q2: 1,373 shares; 2023Q3: 1,328 shares; 2023Q4: not reported; 2024Q1: 1,356 shares 1,356 $152K 0.05% new Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 3,300 shares 3,300 $152K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,240 shares; 2023Q2: 4,689 shares; 2023Q3: 3,666 shares; 2023Q4: not reported; 2024Q1: 3,587 shares 3,587 $151K 0.05% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,531 shares; 2023Q2: 2,525 shares; 2023Q3: 2,459 shares; 2023Q4: 2,084 shares; 2024Q1: 1,420 shares 1,420 $149K 0.05% -664 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,703 shares; 2023Q2: 4,703 shares; 2023Q3: 4,703 shares; 2023Q4: not reported; 2024Q1: 3,568 shares 3,568 $148K 0.05% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,813 shares; 2023Q3: 4,813 shares; 2023Q4: not reported; 2024Q1: 4,813 shares 4,813 $146K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,106 shares; 2023Q2: 1,225 shares; 2023Q3: 1,238 shares; 2023Q4: not reported; 2024Q1: 1,465 shares 1,465 $143K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,546 shares 5,546 $141K 0.04% new Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 203 shares 203 $139K 0.04% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 254 shares; 2023Q2: 360 shares; 2023Q3: 228 shares; 2023Q4: not reported; 2024Q1: 453 shares 453 $136K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: not reported; 2024Q1: 580 shares 580 $136K 0.04% new Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,647 shares; 2023Q2: 1,125 shares; 2023Q3: 1,138 shares; 2023Q4: not reported; 2024Q1: 1,125 shares 1,125 $136K 0.04% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 93 shares; 2023Q3: 81 shares; 2023Q4: not reported; 2024Q1: 102 shares 102 $135K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 273 shares; 2023Q2: 325 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 293 shares 293 $133K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,010 shares; 2023Q2: 1,265 shares; 2023Q3: 1,365 shares; 2023Q4: not reported; 2024Q1: 1,164 shares 1,164 $132K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 57 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,478 shares 1,478 $132K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,911 shares; 2023Q2: 1,719 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,706 shares 1,706 $131K 0.04% new Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: 1,429 shares; 2023Q3: 1,429 shares; 2023Q4: not reported; 2024Q1: 1,129 shares 1,129 $130K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 366 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 524 shares 524 $129K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 790 shares; 2023Q2: 766 shares; 2023Q3: 784 shares; 2023Q4: not reported; 2024Q1: 841 shares 841 $129K 0.04% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 1,153 shares 1,153 $127K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,985 shares; 2023Q2: 7,985 shares; 2023Q3: 7,985 shares; 2023Q4: not reported; 2024Q1: 7,129 shares 7,129 $123K 0.04% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 1,698 shares; 2023Q3: 1,715 shares; 2023Q4: not reported; 2024Q1: 1,305 shares 1,305 $123K 0.04% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 710 shares; 2023Q2: 1,177 shares; 2023Q3: 905 shares; 2023Q4: not reported; 2024Q1: 1,046 shares 1,046 $121K 0.04% new Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,300 shares; 2023Q3: 2,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares 2,300 $120K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,035 shares; 2023Q2: 1,961 shares; 2023Q3: 1,961 shares; 2023Q4: not reported; 2024Q1: 2,078 shares 2,078 $120K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 863 shares; 2023Q3: 833 shares; 2023Q4: not reported; 2024Q1: 715 shares 715 $117K 0.04% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 667 shares; 2023Q3: 667 shares; 2023Q4: not reported; 2024Q1: 628 shares 628 $115K 0.04% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 197 shares; 2023Q2: 473 shares; 2023Q3: 703 shares; 2023Q4: not reported; 2024Q1: 715 shares 715 $114K 0.04% new Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,121 shares; 2023Q2: 2,133 shares; 2023Q3: 2,084 shares; 2023Q4: not reported; 2024Q1: 2,239 shares 2,239 $112K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: 666 shares; 2023Q3: 648 shares; 2023Q4: not reported; 2024Q1: 440 shares 440 $112K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,284 shares; 2023Q2: 2,348 shares; 2023Q3: 2,124 shares; 2023Q4: not reported; 2024Q1: 2,216 shares 2,216 $112K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,485 shares; 2023Q2: 3,105 shares; 2023Q3: 2,594 shares; 2023Q4: not reported; 2024Q1: 2,615 shares 2,615 $110K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,291 shares; 2023Q2: 1,291 shares; 2023Q3: 1,291 shares; 2023Q4: not reported; 2024Q1: 1,841 shares 1,841 $108K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares 5,000 $107K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,643 shares; 2023Q2: 3,094 shares; 2023Q3: 3,060 shares; 2023Q4: not reported; 2024Q1: 2,146 shares 2,146 $107K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,230 shares; 2023Q2: 4,285 shares; 2023Q3: 4,332 shares; 2023Q4: not reported; 2024Q1: 4,429 shares 4,429 $107K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,100 shares; 2023Q2: 18,100 shares; 2023Q3: 18,100 shares; 2023Q4: 18,100 shares; 2024Q1: 18,100 shares 18,100 $106K 0.03% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares 5,000 $106K 0.03% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,783 shares; 2023Q2: 1,788 shares; 2023Q3: 1,788 shares; 2023Q4: not reported; 2024Q1: 1,833 shares 1,833 $106K 0.03% new Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares 2,300 $105K 0.03% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 678 shares; 2023Q2: 680 shares; 2023Q3: 680 shares; 2023Q4: not reported; 2024Q1: 806 shares 806 $105K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 368 shares; 2023Q2: 970 shares; 2023Q3: 955 shares; 2023Q4: not reported; 2024Q1: 1,445 shares 1,445 $105K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,200 shares; 2023Q2: 5,200 shares; 2023Q3: 5,200 shares; 2023Q4: not reported; 2024Q1: 5,200 shares 5,200 $104K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 4,960 shares; 2023Q3: 5,012 shares; 2023Q4: not reported; 2024Q1: 2,041 shares 2,041 $104K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 100 shares 100 $102K 0.03% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 353 shares 353 $100K 0.03% new Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,783 shares; 2023Q2: 2,868 shares; 2023Q3: 3,073 shares; 2023Q4: not reported; 2024Q1: 3,271 shares 3,271 $100K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: 903 shares 903 $99.6K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,000 shares; 2023Q2: 4,084 shares; 2023Q3: 4,084 shares; 2023Q4: not reported; 2024Q1: 4,084 shares 4,084 $97.2K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,490 shares; 2023Q2: 1,490 shares; 2023Q3: 1,490 shares; 2023Q4: not reported; 2024Q1: 1,490 shares 1,490 $94.1K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,076 shares; 2023Q3: 662 shares; 2023Q4: not reported; 2024Q1: 676 shares 676 $93.7K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,227 shares; 2023Q2: 2,304 shares; 2023Q3: 2,505 shares; 2023Q4: not reported; 2024Q1: 2,684 shares 2,684 $93.7K 0.03% new Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 907 shares; 2023Q2: 941 shares; 2023Q3: 997 shares; 2023Q4: not reported; 2024Q1: 1,019 shares 1,019 $92.1K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 851 shares; 2023Q3: 1,318 shares; 2023Q4: not reported; 2024Q1: 1,449 shares 1,449 $91K 0.03% new Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,748 shares; 2023Q2: 13,888 shares; 2023Q3: 14,391 shares; 2023Q4: 12,273 shares; 2024Q1: 2,008 shares 2,008 $90.9K 0.03% -10,265 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,001 shares; 2023Q2: 291 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 513 shares 513 $90.8K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 550 shares; 2023Q2: 1,217 shares; 2023Q3: 1,436 shares; 2023Q4: not reported; 2024Q1: 1,523 shares 1,523 $88.3K 0.03% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: 91 shares 91 $87.6K 0.03% new Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 124 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 105 shares 105 $87.5K 0.03% new IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,845 shares; 2023Q2: 1,628 shares; 2023Q3: 1,596 shares; 2023Q4: not reported; 2024Q1: 1,177 shares 1,177 $87.4K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 219 shares; 2023Q2: 219 shares; 2023Q3: 252 shares; 2023Q4: not reported; 2024Q1: 349 shares 349 $87.2K 0.03% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: not reported; 2024Q1: 990 shares 990 $86.2K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,426 shares; 2023Q3: 1,426 shares; 2023Q4: not reported; 2024Q1: 1,482 shares 1,482 $85.7K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 102 shares; 2023Q4: not reported; 2024Q1: 267 shares 267 $85.6K 0.03% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,405 shares; 2023Q2: 8,602 shares; 2023Q3: 9,033 shares; 2023Q4: not reported; 2024Q1: 2,081 shares 2,081 $85.5K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,223 shares; 2023Q2: 1,189 shares; 2023Q3: 1,002 shares; 2023Q4: not reported; 2024Q1: 1,140 shares 1,140 $83.5K 0.03% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,190 shares; 2023Q2: 13,785 shares; 2023Q3: 13,785 shares; 2023Q4: 13,785 shares; 2024Q1: 13,785 shares 13,785 $81.7K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,701 shares; 2023Q2: 1,724 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,836 shares 1,836 $80.1K 0.02% new Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,774 shares; 2023Q2: 20,860 shares; 2023Q3: 19,830 shares; 2023Q4: 17,091 shares; 2024Q1: 2,541 shares 2,541 $79.9K 0.02% -14,550 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 365 shares; 2023Q4: not reported; 2024Q1: 369 shares 369 $79.6K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 3,407 shares 3,407 $78.4K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 1,761 shares; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: 1,795 shares 1,795 $77.8K 0.02% new Timeline PWB 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 870 shares; 2023Q2: 870 shares; 2023Q3: 870 shares; 2023Q4: not reported; 2024Q1: 870 shares 870 $77.7K 0.02% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 826 shares; 2023Q3: 826 shares; 2023Q4: not reported; 2024Q1: 1,129 shares 1,129 $77.3K 0.02% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 592 shares; 2023Q2: 592 shares; 2023Q3: 592 shares; 2023Q4: not reported; 2024Q1: 477 shares 477 $77.1K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 155 shares; 2023Q2: 855 shares; 2023Q3: 1,055 shares; 2023Q4: not reported; 2024Q1: 2,978 shares 2,978 $76.8K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 374 shares 374 $75.4K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 73,799 shares; 2023Q2: 75,840 shares; 2023Q3: 82,205 shares; 2023Q4: 72,814 shares; 2024Q1: 2,980 shares 2,980 $74.9K 0.02% -69,834 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,846 shares; 2023Q2: 1,920 shares; 2023Q3: 1,780 shares; 2023Q4: not reported; 2024Q1: 1,489 shares 1,489 $74.6K 0.02% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares 76 $73.8K 0.02% new Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,772 shares; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: not reported; 2024Q1: 2,772 shares 2,772 $73.2K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares 500 $71.4K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,034 shares 2,034 $68.1K 0.02% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 70 shares; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 201 shares 201 $67.7K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 305 shares; 2023Q2: 382 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 261 shares 261 $67.6K 0.02% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,085 shares; 2023Q2: 1,337 shares; 2023Q3: 1,326 shares; 2023Q4: not reported; 2024Q1: 774 shares 774 $67.5K 0.02% new Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 1,033 shares; 2023Q3: 4,033 shares; 2023Q4: not reported; 2024Q1: 4,163 shares 4,163 $67.3K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 700 shares; 2023Q3: 731 shares; 2023Q4: not reported; 2024Q1: 747 shares 747 $67.3K 0.02% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,039 shares; 2023Q4: not reported; 2024Q1: 1,039 shares 1,039 $66.7K 0.02% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 224 shares; 2023Q4: not reported; 2024Q1: 230 shares 230 $66.6K 0.02% new Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,959 shares; 2023Q2: 6,955 shares; 2023Q3: 4,915 shares; 2023Q4: not reported; 2024Q1: 2,804 shares 2,804 $66.4K 0.02% new Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 207 shares; 2023Q2: 164 shares; 2023Q3: 109 shares; 2023Q4: not reported; 2024Q1: 981 shares 981 $65.8K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: 113 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 156 shares 156 $65.2K 0.02% new Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,449 shares; 2023Q2: 1,449 shares; 2023Q3: 1,449 shares; 2023Q4: not reported; 2024Q1: 1,049 shares 1,049 $63.6K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 263 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: 362 shares 362 $63.5K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,176 shares; 2023Q2: 1,178 shares; 2023Q3: 1,178 shares; 2023Q4: not reported; 2024Q1: 1,662 shares 1,662 $62.6K 0.02% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: not reported; 2024Q1: 693 shares 693 $60.5K 0.02% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 430 shares; 2023Q2: 702 shares; 2023Q3: 1,079 shares; 2023Q4: not reported; 2024Q1: 740 shares 740 $60.5K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 255 shares; 2023Q3: 303 shares; 2023Q4: not reported; 2024Q1: 209 shares 209 $60.1K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: not reported; 2024Q1: 2,633 shares 2,633 $59.9K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 853 shares; 2023Q2: 4,183 shares; 2023Q3: 4,465 shares; 2023Q4: not reported; 2024Q1: 1,433 shares 1,433 $59.9K 0.02% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 526 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares 35 $59.7K 0.02% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 1,038 shares 1,038 $59.3K 0.02% 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,221 shares; 2023Q2: 2,703 shares; 2023Q3: 3,185 shares; 2023Q4: 3,338 shares; 2024Q1: 875 shares 875 $58.6K 0.02% -2,463 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,974 shares; 2023Q2: 40,987 shares; 2023Q3: 42,325 shares; 2023Q4: 41,521 shares; 2024Q1: 980 shares 980 $57.4K 0.02% -40,541 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,087 shares 1,087 $57K 0.02% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 538 shares; 2023Q3: 910 shares; 2023Q4: not reported; 2024Q1: 468 shares 468 $56.6K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,208 shares; 2023Q2: 2,756 shares; 2023Q3: 2,669 shares; 2023Q4: not reported; 2024Q1: 1,136 shares 1,136 $55.9K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,150 shares; 2023Q2: 3,150 shares; 2023Q3: 3,150 shares; 2023Q4: not reported; 2024Q1: 3,150 shares 3,150 $55.3K 0.02% new Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 787 shares; 2023Q2: 719 shares; 2023Q3: 675 shares; 2023Q4: not reported; 2024Q1: 606 shares 606 $54.3K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,800 shares; 2023Q2: 4,600 shares; 2023Q3: 4,600 shares; 2023Q4: not reported; 2024Q1: 3,600 shares 3,600 $54.3K 0.02% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 274 shares 274 $54.2K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 411 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: not reported; 2024Q1: 626 shares 626 $54K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,800 shares; 2023Q2: 33,800 shares; 2023Q3: 43,800 shares; 2023Q4: 39,800 shares; 2024Q1: 39,800 shares 39,800 $53.3K 0.02% 0 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 201 shares; 2023Q3: 140 shares; 2023Q4: not reported; 2024Q1: 575 shares 575 $53.3K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,248 shares; 2023Q2: 3,262 shares; 2023Q3: 3,305 shares; 2023Q4: not reported; 2024Q1: 3,387 shares 3,387 $52.2K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 735 shares 735 $52.1K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 514 shares 514 $51.7K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 277 shares; 2023Q2: 277 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,340 shares 1,340 $51.5K 0.02% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: not reported; 2024Q1: 123 shares 123 $51.4K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,500 shares; 2023Q2: 10,500 shares; 2023Q3: 10,500 shares; 2023Q4: not reported; 2024Q1: 8,500 shares 8,500 $51.2K 0.02% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 173 shares 173 $51K 0.02% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 94 shares 94 $50.5K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 69 shares 69 $49.8K 0.02% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: 822 shares; 2023Q3: 822 shares; 2023Q4: not reported; 2024Q1: 822 shares 822 $49.7K 0.02% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: 1,500 shares 1,500 $49.6K 0.02% new Timeline BETZ LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,678 shares; 2023Q2: 37,924 shares; 2023Q3: 37,850 shares; 2023Q4: 35,264 shares; 2024Q1: 2,737 shares 2,737 $48.9K 0.02% -32,527 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 374 shares; 2023Q3: 374 shares; 2023Q4: not reported; 2024Q1: 397 shares 397 $48.8K 0.02% new Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 135 shares 135 $47.9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: not reported; 2024Q1: 259 shares 259 $47.9K 0.01% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 177 shares; 2023Q2: 152 shares; 2023Q3: 169 shares; 2023Q4: not reported; 2024Q1: 282 shares 282 $47.7K 0.01% new Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares 500 $47.7K 0.01% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,108 shares; 2023Q4: not reported; 2024Q1: 443 shares 443 $47.6K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 386 shares; 2023Q3: 423 shares; 2023Q4: 412 shares; 2024Q1: 88 shares 88 $47.5K 0.01% -324 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,101 shares 1,101 $47.2K 0.01% new Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,863 shares; 2023Q2: 349 shares; 2023Q3: 349 shares; 2023Q4: not reported; 2024Q1: 355 shares 355 $46.7K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,156 shares; 2023Q2: 1,471 shares; 2023Q3: 1,471 shares; 2023Q4: not reported; 2024Q1: 1,160 shares 1,160 $45.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 576 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 384 shares 384 $45.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 621 shares 621 $45.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: not reported; 2024Q1: 220 shares 220 $45.3K 0.01% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 378 shares; 2023Q3: 378 shares; 2023Q4: not reported; 2024Q1: 354 shares 354 $45.3K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,310 shares; 2023Q2: 1,500 shares; 2023Q3: 1,467 shares; 2023Q4: not reported; 2024Q1: 475 shares 475 $44.8K 0.01% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares 300 $44.6K 0.01% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,024 shares; 2023Q2: 3,524 shares; 2023Q3: 3,222 shares; 2023Q4: not reported; 2024Q1: 1,509 shares 1,509 $44.5K 0.01% new Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,217 shares; 2023Q2: 8,504 shares; 2023Q3: 8,973 shares; 2023Q4: 7,619 shares; 2024Q1: 592 shares 592 $44.5K 0.01% -7,027 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares 1,200 $43K 0.01% new Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,000 shares; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares 12,000 $42.5K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 729 shares; 2023Q2: 532 shares; 2023Q3: 526 shares; 2023Q4: not reported; 2024Q1: 407 shares 407 $41.8K 0.01% new Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,699 shares; 2023Q2: 55,034 shares; 2023Q3: 64,095 shares; 2023Q4: 68,885 shares; 2024Q1: 14,521 shares 14,521 $41.5K 0.01% -54,364 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: 333 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 435 shares 435 $41K 0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 329 shares 329 $40.7K 0.01% new Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,606 shares; 2023Q2: 1,157 shares; 2023Q3: 1,143 shares; 2023Q4: not reported; 2024Q1: 989 shares 989 $40.6K 0.01% new Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 207 shares 207 $40.4K 0.01% new Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 320 shares; 2023Q3: 381 shares; 2023Q4: not reported; 2024Q1: 365 shares 365 $40.3K 0.01% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 141 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: not reported; 2024Q1: 163 shares 163 $39.5K 0.01% new Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,430 shares; 2023Q2: 2,430 shares; 2023Q3: 2,430 shares; 2023Q4: not reported; 2024Q1: 2,430 shares 2,430 $39.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,524 shares 1,524 $39.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: 481 shares; 2023Q3: 481 shares; 2023Q4: not reported; 2024Q1: 552 shares 552 $38.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: not reported; 2024Q1: 280 shares 280 $38.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,250 shares; 2023Q2: 1,385 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,290 shares 1,290 $38.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,907 shares; 2023Q2: 1,563 shares; 2023Q3: 1,315 shares; 2023Q4: not reported; 2024Q1: 800 shares 800 $38.2K 0.01% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: 309 shares; 2023Q3: 305 shares; 2023Q4: not reported; 2024Q1: 242 shares 242 $37.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 291 shares; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: not reported; 2024Q1: 457 shares 457 $37.3K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,406 shares; 2023Q2: 1,485 shares; 2023Q3: 1,380 shares; 2023Q4: not reported; 2024Q1: 2,028 shares 2,028 $37.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 174 shares 174 $37.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68 shares; 2023Q2: 129 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 63 shares 63 $36.7K 0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,503 shares; 2023Q2: 18,321 shares; 2023Q3: 13,009 shares; 2023Q4: 13,365 shares; 2024Q1: 2,213 shares 2,213 $36.2K 0.01% -11,152 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,211 shares; 2023Q2: 1,211 shares; 2023Q3: 1,211 shares; 2023Q4: not reported; 2024Q1: 1,211 shares 1,211 $35.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 280 shares; 2023Q2: 296 shares; 2023Q3: 301 shares; 2023Q4: not reported; 2024Q1: 136 shares 136 $35.6K 0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,219 shares; 2023Q2: 2,351 shares; 2023Q3: 2,115 shares; 2023Q4: not reported; 2024Q1: 2,566 shares 2,566 $34.1K 0.01% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,190 shares; 2023Q3: 1,187 shares; 2023Q4: 1,187 shares; 2024Q1: 35 shares 35 $34K 0.01% -1,152 BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,180 shares; 2023Q3: 895 shares; 2023Q4: not reported; 2024Q1: 999 shares 999 $33.9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,154 shares; 2023Q2: 3,740 shares; 2023Q3: 3,764 shares; 2023Q4: not reported; 2024Q1: 3,773 shares 3,773 $32.9K 0.01% new Timeline OSISKO GOLD ROYALTIES LTD OSISKO GOLD ROYALTIES LTD More: the full row for OSISKO GOLD ROYALTIES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares 2,000 $32.8K 0.01% new IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: not reported; 2024Q1: 627 shares 627 $32.4K 0.01% new Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 234 shares 234 $32.2K 0.01% new Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,040 shares; 2023Q2: 8,906 shares; 2023Q3: 6,787 shares; 2023Q4: not reported; 2024Q1: 1,194 shares 1,194 $32.1K 0.01% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 22 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 42 shares 42 $32K 0.01% new Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,319 shares; 2023Q2: 2,390 shares; 2023Q3: 2,449 shares; 2023Q4: not reported; 2024Q1: 2,866 shares 2,866 $32K 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: not reported; 2024Q1: 292 shares 292 $31.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,813 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 310 shares 310 $31.4K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 842 shares; 2023Q2: 872 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 617 shares 617 $31.4K 0.01% new Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,313 shares; 2023Q2: 8,729 shares; 2023Q3: 8,729 shares; 2023Q4: not reported; 2024Q1: 6,529 shares 6,529 $31.4K 0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 94 shares 94 $31.4K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 898 shares; 2023Q2: 893 shares; 2023Q3: 691 shares; 2023Q4: not reported; 2024Q1: 854 shares 854 $30.9K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 637 shares 637 $30K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: not reported; 2024Q1: 183 shares 183 $29.9K 0.01% new Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 600 shares 600 $29.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,014 shares; 2023Q2: 1,014 shares; 2023Q3: 1,027 shares; 2023Q4: not reported; 2024Q1: 1,015 shares 1,015 $29.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 174 shares 174 $29.1K 0.01% new Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,322 shares; 2023Q2: 1,343 shares; 2023Q3: 1,343 shares; 2023Q4: not reported; 2024Q1: 1,385 shares 1,385 $28.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 365 shares 365 $28.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares 2,000 $28.1K 0.01% new Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: not reported; 2024Q1: 1,900 shares 1,900 $28K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: 6,300 shares 6,300 $28K 0.01% -5,500 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 388 shares; 2023Q4: not reported; 2024Q1: 704 shares 704 $27.4K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 724 shares; 2023Q2: 1,226 shares; 2023Q3: 1,226 shares; 2023Q4: not reported; 2024Q1: 415 shares 415 $27.2K 0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,265 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 970 shares 970 $27K 0.01% new Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 569 shares; 2023Q2: 602 shares; 2023Q3: 647 shares; 2023Q4: not reported; 2024Q1: 345 shares 345 $26.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 196 shares 196 $26.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares 50 $26.2K 0.01% new Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 201 shares 201 $26K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 331 shares 331 $26K 0.01% new Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: not reported; 2024Q1: 283 shares 283 $25.9K 0.01% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: not reported; 2024Q1: 95 shares 95 $25.9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,345 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 320 shares 320 $25.7K 0.01% new Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,175 shares; 2023Q2: 8,175 shares; 2023Q3: 8,175 shares; 2023Q4: not reported; 2024Q1: 8,175 shares 8,175 $25.4K 0.01% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 110 shares 110 $25.4K 0.01% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 155 shares; 2023Q2: 155 shares; 2023Q3: 367 shares; 2023Q4: not reported; 2024Q1: 325 shares 325 $25.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29 shares; 2023Q2: 98 shares; 2023Q3: 104 shares; 2023Q4: not reported; 2024Q1: 64 shares 64 $25K 0.01% new Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,147 shares; 2023Q2: 1,455 shares; 2023Q3: 1,439 shares; 2023Q4: not reported; 2024Q1: 583 shares 583 $24.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares 712 $24.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 305 shares 305 $24.5K 0.01% new Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 567 shares 567 $24.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 224 shares 224 $23.4K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 109 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 157 shares 157 $23.3K 0.01% new Timeline SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23 shares 23 $23.2K 0.01% new NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 672 shares; 2023Q3: 672 shares; 2023Q4: not reported; 2024Q1: 648 shares 648 $23.2K 0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,271 shares; 2023Q4: 1,129 shares; 2024Q1: 378 shares 378 $23K 0.01% -751 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: 922 shares; 2023Q3: 922 shares; 2023Q4: not reported; 2024Q1: 180 shares 180 $22.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 869 shares; 2023Q2: 691 shares; 2023Q3: 644 shares; 2023Q4: not reported; 2024Q1: 467 shares 467 $22.5K 0.01% new Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 77 shares 77 $22.4K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: not reported; 2024Q1: 594 shares 594 $22.3K 0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 601 shares 601 $22.3K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 550 shares 550 $22.3K 0.01% new Timeline MILLER HOWARD HIGH INC EQTY MILLER HOWARD HIGH INC EQTY More: the full row for MILLER HOWARD HIGH INC EQTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares 2,000 $22.2K 0.01% new DRS LEONARDO DRS INC More: the full row for LEONARDO DRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $22.1K 0.01% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 60 shares 60 $21.5K 0.01% new Timeline AKTSQ Akoustis Technologies Inc More: the full row for Akoustis Technologies Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,600 shares; 2023Q2: 41,600 shares; 2023Q3: 41,600 shares; 2023Q4: 36,100 shares; 2024Q1: 36,100 shares 36,100 $21.3K 0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: not reported; 2024Q1: 109 shares 109 $21.3K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: not reported; 2024Q1: 2,600 shares 2,600 $21.2K 0.01% new Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,774 shares; 2023Q2: 403 shares; 2023Q3: 387 shares; 2023Q4: not reported; 2024Q1: 354 shares 354 $21.1K 0.01% new Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 424 shares; 2023Q2: 424 shares; 2023Q3: 424 shares; 2023Q4: not reported; 2024Q1: 424 shares 424 $21K 0.01% new NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 216 shares 216 $20.9K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 193 shares; 2023Q2: 1,106 shares; 2023Q3: 1,234 shares; 2023Q4: not reported; 2024Q1: 141 shares 141 $20.8K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 80 shares 80 $20.8K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,500 shares; 2023Q2: 16,703 shares; 2023Q3: 19,341 shares; 2023Q4: 24,521 shares; 2024Q1: 5,996 shares 5,996 $20.6K 0.01% -18,525 Timeline FLNG FLEX LNG LTD More: the full row for FLEX LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares; 2023Q4: not reported; 2024Q1: 800 shares 800 $20.3K 0.01% new Timeline PPA 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $20.3K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 58 shares 58 $20.3K 0.01% new Timeline SHYM 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 4,704 shares; 2023Q3: 4,765 shares; 2023Q4: not reported; 2024Q1: 902 shares 902 $20.2K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: not reported; 2024Q1: 202 shares 202 $20.2K 0.01% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 175 shares; 2023Q4: not reported; 2024Q1: 292 shares 292 $20.1K 0.01% new CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,389 shares; 2023Q2: 795 shares; 2023Q3: 804 shares; 2023Q4: not reported; 2024Q1: 824 shares 824 $19.8K 0.01% new Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 720 shares; 2023Q2: 678 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 228 shares 228 $19.8K 0.01% new Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,800 shares 12,800 $19.6K 0.01% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 437 shares 437 $19.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 78 shares 78 $19.5K 0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 850 shares 850 $19.3K 0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 284 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: not reported; 2024Q1: 40 shares 40 $19.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: not reported; 2024Q1: 112 shares 112 $19.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: not reported; 2024Q1: 1,800 shares 1,800 $19K 0.01% new TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: 21 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares 75 $18.9K 0.01% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 106 shares 106 $18.8K 0.01% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: 200 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 104 shares 104 $18.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 261 shares; 2023Q3: 261 shares; 2023Q4: not reported; 2024Q1: 243 shares 243 $18.6K 0.01% new Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 551 shares; 2023Q2: 564 shares; 2023Q3: 577 shares; 2023Q4: not reported; 2024Q1: 637 shares 637 $18.6K 0.01% new Timeline ATLANTICA YIELD PLC ATLANTICA YIELD PLC More: the full row for ATLANTICA YIELD PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,000 shares 1,000 $18.5K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 346 shares; 2023Q4: not reported; 2024Q1: 346 shares 346 $18.4K 0.01% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,598 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: not reported; 2024Q1: 606 shares 606 $18.3K 0.01% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares 150 $18.3K 0.01% new Timeline VOC VOC ENERGY TR More: the full row for VOC ENERGY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: not reported; 2024Q1: 3,000 shares 3,000 $18.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: 57 shares; 2023Q3: 77 shares; 2023Q4: not reported; 2024Q1: 88 shares 88 $18.1K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares 150 $18.1K 0.01% new Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 303 shares; 2023Q2: 303 shares; 2023Q3: 21 shares; 2023Q4: not reported; 2024Q1: 492 shares 492 $18K 0.01% new Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares 150 $17.9K 0.01% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 607 shares; 2023Q2: 332 shares; 2023Q3: 336 shares; 2023Q4: not reported; 2024Q1: 460 shares 460 $17.9K 0.01% new Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 491 shares; 2023Q2: 491 shares; 2023Q3: 491 shares; 2023Q4: not reported; 2024Q1: 491 shares 491 $17.7K 0.01% new Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 781 shares; 2023Q2: 663 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 375 shares 375 $17.7K 0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: 765 shares; 2023Q3: 713 shares; 2023Q4: not reported; 2024Q1: 279 shares 279 $17.6K 0.01% new Timeline SILA REALTY TRUST SILA REALTY TRUST More: the full row for SILA REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,290 shares; 2023Q4: not reported; 2024Q1: 2,359 shares 2,359 $17.6K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 83 shares 83 $17.3K 0.01% new Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 552 shares 552 $17.3K 0.01% new Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 138 shares 138 $17.2K 0.01% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: not reported; 2024Q1: 124 shares 124 $17.2K 0.01% new Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: not reported; 2024Q1: 400 shares 400 $17.1K 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: not reported; 2024Q1: 115 shares 115 $17K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 833 shares; 2023Q2: 836 shares; 2023Q3: 839 shares; 2023Q4: not reported; 2024Q1: 311 shares 311 $16.8K 0.01% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 390 shares 390 $16.8K 0.01% new Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 288 shares; 2023Q2: 518 shares; 2023Q3: 1,186 shares; 2023Q4: not reported; 2024Q1: 305 shares 305 $16.7K 0.01% new Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: not reported; 2024Q1: 330 shares 330 $16.7K 0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 405 shares 405 $16.4K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: not reported; 2024Q1: 41 shares 41 $16.2K 0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 140 shares 140 $16.1K 0.01% new Timeline PJP 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 200 shares 200 $16K <0.01% new Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 179 shares; 2023Q2: 179 shares; 2023Q3: 179 shares; 2023Q4: not reported; 2024Q1: 329 shares 329 $16K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 202 shares; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 136 shares 136 $16K <0.01% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: not reported; 2024Q1: 26 shares 26 $16K <0.01% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 75 shares 75 $15.9K <0.01% new Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: not reported; 2024Q1: 290 shares 290 $15.9K <0.01% new 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; 2022Q2: restricted; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: not reported; 2024Q1: 56 shares 56 $15.8K <0.01% new Timeline