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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 27,497 shares; 2023Q2: 29,159 shares; 2023Q3: 36,063 shares; 2023Q4: 36,258 shares; 2024Q1: 56,162 shares; 2024Q2: 55,302 shares 55,302 $30.1M 9.18% -860 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 54,606 shares; 2023Q2: 98,930 shares; 2023Q3: 132,823 shares; 2023Q4: 166,337 shares; 2024Q1: 228,818 shares; 2024Q2: 253,853 shares 253,853 $25.4M 7.75% +25,035 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 391,712 shares; 2023Q2: 390,726 shares; 2023Q3: 423,232 shares; 2023Q4: 424,682 shares; 2024Q1: 453,039 shares; 2024Q2: 450,573 shares 450,573 $24.6M 7.49% -2,466 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144,647 shares; 2023Q2: 155,670 shares; 2023Q3: 153,201 shares; 2023Q4: 151,819 shares; 2024Q1: 156,050 shares; 2024Q2: 144,975 shares 144,975 $13.1M 3.99% -11,075 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 188,153 shares; 2023Q2: 204,256 shares; 2023Q3: 204,377 shares; 2023Q4: 204,189 shares; 2024Q1: 202,037 shares; 2024Q2: 194,810 shares 194,810 $12.1M 3.7% -7,227 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,054 shares; 2023Q2: 11,499 shares; 2023Q3: 11,834 shares; 2023Q4: 13,739 shares; 2024Q1: 20,760 shares; 2024Q2: 22,388 shares 22,388 $10.7M 3.27% +1,628 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,888 shares; 2023Q2: 20,198 shares; 2023Q3: 26,271 shares; 2023Q4: 96,619 shares; 2024Q1: 280,630 shares; 2024Q2: 297,236 shares 297,236 $9.78M 2.98% +16,606 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 167,400 shares; 2024Q2: 166,757 shares 166,757 $7.7M 2.35% -643 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 38,778 shares; 2023Q2: 39,638 shares; 2023Q3: 39,560 shares; 2023Q4: 41,105 shares; 2024Q1: 36,684 shares; 2024Q2: 36,228 shares 36,228 $7.63M 2.33% -456 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 139,267 shares; 2023Q2: 137,514 shares; 2023Q3: 157,366 shares; 2023Q4: 154,766 shares; 2024Q1: 110,773 shares; 2024Q2: 113,237 shares 113,237 $7.25M 2.21% +2,464 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,122 shares; 2023Q2: 7,072 shares; 2023Q3: 7,833 shares; 2023Q4: 55,488 shares; 2024Q1: 217,509 shares; 2024Q2: 219,444 shares 219,444 $7.24M 2.21% +1,935 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,558 shares; 2023Q2: 28,443 shares; 2023Q3: 32,341 shares; 2023Q4: 33,540 shares; 2024Q1: 34,212 shares; 2024Q2: 34,366 shares 34,366 $6.64M 2.03% +154 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 160,221 shares; 2023Q2: 165,864 shares; 2023Q3: 152,946 shares; 2023Q4: 146,924 shares; 2024Q1: 146,920 shares; 2024Q2: 139,903 shares 139,903 $6.45M 1.97% -7,017 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,553 shares; 2023Q2: 9,972 shares; 2023Q3: 10,586 shares; 2023Q4: 10,741 shares; 2024Q1: 11,016 shares; 2024Q2: 11,201 shares 11,201 $5.01M 1.53% +185 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,476 shares; 2023Q2: 9,539 shares; 2023Q3: 8,414 shares; 2023Q4: 8,184 shares; 2024Q1: 54,915 shares; 2024Q2: 51,820 shares 51,820 $4.65M 1.42% -3,095 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,651 shares; 2023Q2: 5,252 shares; 2023Q3: 5,213 shares; 2023Q4: 5,550 shares; 2024Q1: 3,632 shares; 2024Q2: 35,043 shares 35,043 $4.33M 1.32% +31,411 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,625 shares; 2023Q2: 7,766 shares; 2023Q3: 8,035 shares; 2023Q4: 7,179 shares; 2024Q1: 7,267 shares; 2024Q2: 7,155 shares 7,155 $3.92M 1.19% -112 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51,564 shares; 2024Q1: 126,947 shares; 2024Q2: 125,992 shares 125,992 $3.75M 1.14% -955 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 71,630 shares; 2023Q2: 73,647 shares; 2023Q3: 70,720 shares; 2023Q4: 70,226 shares; 2024Q1: 72,579 shares; 2024Q2: 75,457 shares 75,457 $3.63M 1.11% +2,878 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,720 shares; 2023Q2: 10,144 shares; 2023Q3: 10,633 shares; 2023Q4: 10,539 shares; 2024Q1: 10,326 shares; 2024Q2: 9,612 shares 9,612 $3.2M 0.98% -714 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50,004 shares; 2023Q2: 47,815 shares; 2023Q3: 41,597 shares; 2023Q4: 33,634 shares; 2024Q1: 25,994 shares; 2024Q2: 24,914 shares 24,914 $2.97M 0.91% -1,080 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,971 shares; 2023Q2: 2,971 shares; 2023Q3: 4,365 shares; 2023Q4: 18,489 shares; 2024Q1: 80,240 shares; 2024Q2: 90,130 shares 90,130 $2.65M 0.81% +9,890 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34,728 shares; 2023Q2: 38,240 shares; 2023Q3: 42,397 shares; 2023Q4: 47,232 shares; 2024Q1: 66,586 shares; 2024Q2: 76,448 shares 76,448 $2.58M 0.79% +9,862 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 77,960 shares; 2023Q2: 72,274 shares; 2023Q3: 66,596 shares; 2023Q4: 57,350 shares; 2024Q1: 58,883 shares; 2024Q2: 50,179 shares 50,179 $2.53M 0.77% -8,704 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,859 shares; 2023Q2: 6,629 shares; 2023Q3: 6,919 shares; 2023Q4: 6,951 shares; 2024Q1: 6,977 shares; 2024Q2: 6,732 shares 6,732 $2.52M 0.77% -245 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,348 shares; 2023Q2: 10,586 shares; 2023Q3: 10,825 shares; 2023Q4: 11,610 shares; 2024Q1: 12,581 shares; 2024Q2: 13,125 shares 13,125 $2.16M 0.66% +544 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,791 shares; 2023Q2: 61,468 shares; 2023Q3: 60,465 shares; 2023Q4: 53,925 shares; 2024Q1: 47,044 shares; 2024Q2: 46,199 shares 46,199 $2.09M 0.64% -845 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,655 shares; 2023Q2: 9,998 shares; 2023Q3: 10,056 shares; 2023Q4: 9,985 shares; 2024Q1: 30,161 shares; 2024Q2: 30,696 shares 30,696 $2.08M 0.63% +535 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,090 shares; 2023Q2: 6,474 shares; 2023Q3: 8,691 shares; 2023Q4: 9,668 shares; 2024Q1: 9,884 shares; 2024Q2: 9,583 shares 9,583 $1.94M 0.59% -301 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,684 shares; 2023Q2: 19,547 shares; 2023Q3: 13,266 shares; 2023Q4: 13,658 shares; 2024Q1: 12,570 shares; 2024Q2: 12,792 shares 12,792 $1.93M 0.59% +222 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,326 shares; 2023Q2: 47,001 shares; 2023Q3: 59,584 shares; 2023Q4: 53,062 shares; 2024Q1: 33,413 shares; 2024Q2: 33,106 shares 33,106 $1.76M 0.54% -307 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106,072 shares; 2023Q2: 112,959 shares; 2023Q3: 118,042 shares; 2023Q4: 117,298 shares; 2024Q1: 60,889 shares; 2024Q2: 60,692 shares 60,692 $1.75M 0.54% -197 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 201,692 shares; 2023Q2: 212,787 shares; 2023Q3: 240,309 shares; 2023Q4: 241,051 shares; 2024Q1: 47,252 shares; 2024Q2: 52,572 shares 52,572 $1.71M 0.52% +5,320 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 948,038 shares; 2023Q2: 958,049 shares; 2023Q3: 962,038 shares; 2023Q4: 925,038 shares; 2024Q1: 862,838 shares; 2024Q2: 922,808 shares 922,808 $1.7M 0.52% +59,970 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,997 shares; 2023Q2: 12,811 shares; 2023Q3: 12,977 shares; 2023Q4: 15,836 shares; 2024Q1: 16,205 shares; 2024Q2: 15,509 shares 15,509 $1.65M 0.5% -696 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,059 shares; 2023Q4: 20,574 shares; 2024Q1: 21,723 shares; 2024Q2: 23,765 shares 23,765 $1.65M 0.5% +2,042 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,303 shares; 2023Q2: 34,935 shares; 2023Q3: 29,942 shares; 2023Q4: 25,490 shares; 2024Q1: 15,667 shares; 2024Q2: 15,500 shares 15,500 $1.59M 0.48% -167 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 1,552 shares; 2023Q3: 1,716 shares; 2023Q4: 1,666 shares; 2024Q1: 1,727 shares; 2024Q2: 1,708 shares 1,708 $1.55M 0.47% -19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,538 shares; 2023Q2: 3,359 shares; 2023Q3: 3,714 shares; 2023Q4: 3,707 shares; 2024Q1: 3,731 shares; 2024Q2: 3,596 shares 3,596 $1.46M 0.45% -135 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,733 shares; 2023Q2: 6,484 shares; 2023Q3: 6,693 shares; 2023Q4: 6,701 shares; 2024Q1: 7,089 shares; 2024Q2: 7,525 shares 7,525 $1.37M 0.42% +436 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,600 shares; 2023Q2: 3,907 shares; 2023Q3: 4,113 shares; 2023Q4: 4,933 shares; 2024Q1: 5,122 shares; 2024Q2: 5,076 shares 5,076 $1.33M 0.41% -46 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,579 shares; 2023Q2: 1,647 shares; 2023Q3: 1,894 shares; 2023Q4: 2,461 shares; 2024Q1: 2,534 shares; 2024Q2: 2,595 shares 2,595 $1.32M 0.4% +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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares 2 $1.22M 0.37% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,993 shares; 2023Q2: 17,118 shares; 2023Q3: 14,333 shares; 2023Q4: 14,763 shares; 2024Q1: 6,269 shares; 2024Q2: 6,728 shares 6,728 $1.15M 0.35% +459 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,342 shares; 2023Q2: 4,742 shares; 2023Q3: 4,872 shares; 2023Q4: 5,061 shares; 2024Q1: 5,078 shares; 2024Q2: 5,277 shares 5,277 $1.13M 0.34% +199 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,297 shares; 2023Q2: 6,478 shares; 2023Q3: 6,503 shares; 2023Q4: 7,453 shares; 2024Q1: 7,658 shares; 2024Q2: 7,663 shares 7,663 $1.12M 0.34% +5 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,429 shares; 2023Q2: 6,255 shares; 2023Q3: 6,326 shares; 2023Q4: 6,683 shares; 2024Q1: 6,548 shares; 2024Q2: 6,638 shares 6,638 $1.09M 0.33% +90 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 438 shares; 2023Q2: 1,088 shares; 2023Q3: 1,593 shares; 2023Q4: not reported; 2024Q1: 26,662 shares; 2024Q2: 33,317 shares 33,317 $1.07M 0.33% +6,655 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,224 shares; 2024Q1: 9,853 shares; 2024Q2: 10,296 shares 10,296 $983K 0.3% +443 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,289 shares; 2023Q3: 1,151 shares; 2023Q4: 1,221 shares; 2024Q1: 1,698 shares; 2024Q2: 1,768 shares 1,768 $982K 0.3% +70 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,962 shares; 2023Q2: 1,674 shares; 2023Q3: 7,737 shares; 2023Q4: 10,981 shares; 2024Q1: 12,612 shares; 2024Q2: 13,283 shares 13,283 $941K 0.29% +671 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,879 shares; 2023Q2: 14,059 shares; 2023Q3: 17,706 shares; 2023Q4: 17,675 shares; 2024Q1: 14,132 shares; 2024Q2: 13,870 shares 13,870 $940K 0.29% -262 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,076 shares; 2023Q2: 1,104 shares; 2023Q3: 1,154 shares; 2023Q4: 1,291 shares; 2024Q1: 1,390 shares; 2024Q2: 1,416 shares 1,416 $931K 0.28% +26 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,868 shares; 2023Q2: 23,740 shares; 2023Q3: 20,001 shares; 2023Q4: 22,525 shares; 2024Q1: 22,200 shares; 2024Q2: 30,620 shares 30,620 $903K 0.28% +8,420 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,928 shares; 2023Q2: 5,056 shares; 2023Q3: 5,086 shares; 2023Q4: 5,329 shares; 2024Q1: 5,543 shares; 2024Q2: 5,573 shares 5,573 $890K 0.27% +30 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,431 shares; 2023Q2: 7,747 shares; 2023Q3: 8,122 shares; 2023Q4: 9,224 shares; 2024Q1: 9,375 shares; 2024Q2: 9,794 shares 9,794 $875K 0.27% +419 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,174 shares; 2023Q2: 10,535 shares; 2023Q3: 10,782 shares; 2023Q4: 12,214 shares; 2024Q1: 13,107 shares; 2024Q2: 15,400 shares 15,400 $847K 0.26% +2,293 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,869 shares; 2023Q2: 7,212 shares; 2023Q3: 7,094 shares; 2023Q4: 7,322 shares; 2024Q1: 7,305 shares; 2024Q2: 7,310 shares 7,310 $842K 0.26% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,978 shares; 2023Q2: 1,483 shares; 2023Q3: 1,522 shares; 2023Q4: 1,722 shares; 2024Q1: 1,873 shares; 2024Q2: 2,360 shares 2,360 $800K 0.24% +487 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,077 shares; 2023Q2: 1,144 shares; 2023Q3: 1,144 shares; 2023Q4: 1,096 shares; 2024Q1: 1,125 shares; 2024Q2: 1,145 shares 1,145 $773K 0.24% +20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 6,323 shares; 2024Q2: 9,837 shares 9,837 $766K 0.23% +3,514 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,172 shares; 2023Q2: 15,477 shares; 2023Q3: 15,723 shares; 2023Q4: 15,570 shares; 2024Q1: 15,103 shares; 2024Q2: 12,852 shares 12,852 $766K 0.23% -2,251 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 397 shares; 2023Q4: 453 shares; 2024Q1: 487 shares; 2024Q2: 508 shares 508 $756K 0.23% +21 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,733 shares; 2023Q2: 1,820 shares; 2023Q3: 1,617 shares; 2023Q4: 1,814 shares; 2024Q1: 2,638 shares; 2024Q2: 2,790 shares 2,790 $751K 0.23% +152 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 4,275 shares 4,275 $743K 0.23% +4,079 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,440 shares; 2023Q2: 3,572 shares; 2023Q3: 3,738 shares; 2023Q4: 4,301 shares; 2024Q1: 4,341 shares; 2024Q2: 4,928 shares 4,928 $741K 0.23% +587 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: 1,774 shares; 2023Q3: 1,863 shares; 2023Q4: 2,135 shares; 2024Q1: 2,254 shares; 2024Q2: 2,359 shares 2,359 $739K 0.23% +105 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,851 shares; 2023Q2: 3,294 shares; 2023Q3: 3,335 shares; 2023Q4: 3,191 shares; 2024Q1: 3,295 shares; 2024Q2: 2,125 shares 2,125 $731K 0.22% -1,170 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,802 shares; 2023Q2: 4,132 shares; 2023Q3: 4,334 shares; 2023Q4: 4,381 shares; 2024Q1: 4,688 shares; 2024Q2: 3,673 shares 3,673 $727K 0.22% -1,015 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,986 shares; 2023Q2: 4,118 shares; 2023Q3: 4,289 shares; 2023Q4: 4,833 shares; 2024Q1: 4,882 shares; 2024Q2: 5,117 shares 5,117 $700K 0.21% +235 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 3,789 shares; 2024Q2: 3,846 shares 3,846 $700K 0.21% +57 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,823 shares; 2023Q2: 5,000 shares; 2023Q3: 6,457 shares; 2023Q4: 7,416 shares; 2024Q1: 7,505 shares; 2024Q2: 7,825 shares 7,825 $697K 0.21% +320 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 49,560 shares; 2023Q2: 53,600 shares; 2023Q3: 53,600 shares; 2023Q4: 49,020 shares; 2024Q1: 48,880 shares; 2024Q2: 50,880 shares 50,880 $697K 0.21% +2,000 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,933 shares; 2023Q2: 2,001 shares; 2023Q3: 2,089 shares; 2023Q4: 2,356 shares; 2024Q1: 2,936 shares; 2024Q2: 2,978 shares 2,978 $696K 0.21% +42 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,589 shares; 2024Q2: 14,662 shares 14,662 $688K 0.21% +2,073 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,828 shares; 2023Q2: 1,814 shares; 2023Q3: 1,893 shares; 2023Q4: 2,079 shares; 2024Q1: 2,198 shares; 2024Q2: 2,258 shares 2,258 $685K 0.21% +60 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,274 shares; 2023Q2: 2,834 shares; 2023Q3: 2,834 shares; 2023Q4: not reported; 2024Q1: 25,449 shares; 2024Q2: 24,971 shares 24,971 $672K 0.21% -478 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,028 shares; 2023Q2: 3,161 shares; 2023Q3: 3,309 shares; 2023Q4: 6,746 shares; 2024Q1: 7,122 shares; 2024Q2: 9,529 shares 9,529 $671K 0.2% +2,407 STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,068 shares; 2023Q2: 2,166 shares; 2023Q3: 1,951 shares; 2023Q4: 2,211 shares; 2024Q1: 2,220 shares; 2024Q2: 3,042 shares 3,042 $668K 0.2% +822 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,022 shares; 2023Q2: 3,218 shares; 2023Q3: 3,925 shares; 2023Q4: 4,419 shares; 2024Q1: 4,566 shares; 2024Q2: 4,813 shares 4,813 $658K 0.2% +247 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,437 shares; 2023Q2: 2,540 shares; 2023Q3: 2,650 shares; 2023Q4: 3,023 shares; 2024Q1: 3,069 shares; 2024Q2: 3,169 shares 3,169 $648K 0.2% +100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 829 shares; 2023Q2: 560 shares; 2023Q3: 621 shares; 2023Q4: 689 shares; 2024Q1: 564 shares; 2024Q2: 784 shares 784 $644K 0.2% +220 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,061 shares; 2023Q2: 1,099 shares; 2023Q3: 1,138 shares; 2023Q4: 1,284 shares; 2024Q1: 1,269 shares; 2024Q2: 2,336 shares 2,336 $643K 0.2% +1,067 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,805 shares; 2023Q2: 2,854 shares; 2023Q3: 2,832 shares; 2023Q4: 2,850 shares; 2024Q1: 2,652 shares; 2024Q2: 2,516 shares 2,516 $641K 0.2% -136 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,363 shares; 2023Q2: 1,935 shares; 2023Q3: 2,025 shares; 2023Q4: 2,294 shares; 2024Q1: 2,335 shares; 2024Q2: 2,438 shares 2,438 $609K 0.19% +103 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,532 shares; 2023Q2: 3,509 shares; 2023Q3: 3,549 shares; 2023Q4: 3,611 shares; 2024Q1: 3,712 shares; 2024Q2: 3,288 shares 3,288 $603K 0.18% -424 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,283 shares; 2023Q2: 5,559 shares; 2023Q3: 5,559 shares; 2023Q4: 5,528 shares; 2024Q1: 5,440 shares; 2024Q2: 5,690 shares 5,690 $581K 0.18% +250 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,095 shares; 2023Q2: 12,695 shares; 2023Q3: 12,695 shares; 2023Q4: 12,695 shares; 2024Q1: 11,795 shares; 2024Q2: 11,075 shares 11,075 $581K 0.18% -720 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,077 shares; 2023Q2: 5,267 shares; 2023Q3: 5,517 shares; 2023Q4: 6,284 shares; 2024Q1: 7,431 shares; 2024Q2: 8,982 shares 8,982 $561K 0.17% +1,551 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 1,599 shares 1,599 $560K 0.17% +1,592 BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,938 shares; 2023Q2: 4,091 shares; 2023Q3: 4,282 shares; 2023Q4: 4,865 shares; 2024Q1: 4,811 shares; 2024Q2: 8,678 shares 8,678 $554K 0.17% +3,867 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 433 shares; 2023Q2: 2,582 shares; 2023Q3: 2,698 shares; 2023Q4: 2,726 shares; 2024Q1: 2,569 shares; 2024Q2: 2,375 shares 2,375 $545K 0.17% -194 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,746 shares; 2023Q2: 8,154 shares; 2023Q3: 8,123 shares; 2023Q4: 6,375 shares; 2024Q1: 6,421 shares; 2024Q2: 6,403 shares 6,403 $530K 0.16% -18 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,599 shares; 2023Q2: 11,320 shares; 2023Q3: 8,389 shares; 2023Q4: 6,919 shares; 2024Q1: 5,862 shares; 2024Q2: 5,709 shares 5,709 $524K 0.16% -153 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,852 shares; 2023Q2: 35,852 shares; 2023Q3: 35,852 shares; 2023Q4: 35,453 shares; 2024Q1: 33,533 shares; 2024Q2: 31,613 shares 31,613 $513K 0.16% -1,920 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,848 shares; 2023Q2: 2,468 shares; 2023Q3: 2,468 shares; 2023Q4: 2,421 shares; 2024Q1: 2,304 shares; 2024Q2: 2,319 shares 2,319 $495K 0.15% +15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 509 shares; 2023Q2: 1,309 shares; 2023Q3: 1,050 shares; 2023Q4: 1,051 shares; 2024Q1: 1,057 shares; 2024Q2: 1,076 shares 1,076 $480K 0.15% +19 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,063 shares; 2023Q2: 2,250 shares; 2023Q3: 2,623 shares; 2023Q4: 2,612 shares; 2024Q1: 2,790 shares; 2024Q2: 2,729 shares 2,729 $468K 0.14% -61 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,656 shares; 2023Q2: 11,436 shares; 2023Q3: 11,410 shares; 2023Q4: 11,347 shares; 2024Q1: 11,196 shares; 2024Q2: 11,497 shares 11,497 $457K 0.14% +301 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,273 shares; 2023Q2: 6,273 shares; 2023Q3: 6,273 shares; 2023Q4: 6,273 shares; 2024Q1: 6,273 shares; 2024Q2: 5,648 shares 5,648 $450K 0.14% -625 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: not reported; 2024Q1: 6,363 shares; 2024Q2: 7,296 shares 7,296 $432K 0.13% +933 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,662 shares; 2023Q2: 6,064 shares; 2023Q3: 6,057 shares; 2023Q4: 4,758 shares; 2024Q1: 4,280 shares; 2024Q2: 4,043 shares 4,043 $431K 0.13% -237 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 957 shares; 2023Q3: 1,102 shares; 2023Q4: 1,180 shares; 2024Q1: 1,170 shares; 2024Q2: 1,149 shares 1,149 $430K 0.13% -21 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,105 shares; 2023Q2: 4,019 shares; 2023Q3: 3,176 shares; 2023Q4: 2,675 shares; 2024Q1: 2,647 shares; 2024Q2: 2,593 shares 2,593 $426K 0.13% -54 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,536 shares; 2023Q2: 13,187 shares; 2023Q3: 13,824 shares; 2023Q4: 13,680 shares; 2024Q1: 13,300 shares; 2024Q2: 10,934 shares 10,934 $425K 0.13% -2,366 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,174 shares; 2023Q2: 13,119 shares; 2023Q3: 13,734 shares; 2023Q4: 13,652 shares; 2024Q1: 12,816 shares; 2024Q2: 12,083 shares 12,083 $423K 0.13% -733 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,250 shares; 2023Q2: 18,400 shares; 2023Q3: 18,400 shares; 2023Q4: 17,400 shares; 2024Q1: 17,400 shares; 2024Q2: 14,600 shares 14,600 $423K 0.13% -2,800 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,903 shares; 2023Q2: 26,881 shares; 2023Q3: 16,195 shares; 2023Q4: 15,655 shares; 2024Q1: 8,078 shares; 2024Q2: 7,870 shares 7,870 $421K 0.13% -208 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,149 shares; 2023Q2: 1,192 shares; 2023Q3: 1,024 shares; 2023Q4: 1,165 shares; 2024Q1: 1,180 shares; 2024Q2: 1,230 shares 1,230 $405K 0.12% +50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,138 shares; 2023Q2: 2,529 shares; 2023Q3: 2,515 shares; 2023Q4: 2,106 shares; 2024Q1: 2,077 shares; 2024Q2: 2,079 shares 2,079 $404K 0.12% +2 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,391 shares; 2023Q2: 1,446 shares; 2023Q3: 1,507 shares; 2023Q4: 1,709 shares; 2024Q1: 1,723 shares; 2024Q2: 1,022 shares 1,022 $394K 0.12% -701 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 62,424 shares; 2023Q2: 73,888 shares; 2023Q3: 70,825 shares; 2023Q4: 71,618 shares; 2024Q1: 6,096 shares; 2024Q2: 6,046 shares 6,046 $393K 0.12% -50 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,581 shares; 2023Q2: 3,693 shares; 2023Q3: 3,852 shares; 2023Q4: 4,386 shares; 2024Q1: 4,327 shares; 2024Q2: 4,525 shares 4,525 $388K 0.12% +198 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,168 shares; 2023Q2: 22,948 shares; 2023Q3: 19,796 shares; 2023Q4: 20,147 shares; 2024Q1: 20,901 shares; 2024Q2: 20,009 shares 20,009 $382K 0.12% -892 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 427 shares; 2023Q2: 2,569 shares; 2023Q3: 2,698 shares; 2023Q4: 2,838 shares; 2024Q1: 2,662 shares; 2024Q2: 2,463 shares 2,463 $371K 0.11% -199 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 91 shares; 2024Q1: 93 shares; 2024Q2: 90 shares 90 $357K 0.11% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 372 shares; 2023Q2: 501 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 690 shares; 2024Q2: 701 shares 701 $354K 0.11% +11 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,423 shares; 2023Q2: 8,704 shares; 2023Q3: 8,505 shares; 2023Q4: 4,385 shares; 2024Q1: 3,558 shares; 2024Q2: 3,366 shares 3,366 $348K 0.11% -192 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46,100 shares; 2023Q2: 46,100 shares; 2023Q3: 46,100 shares; 2023Q4: 42,700 shares; 2024Q1: 42,700 shares; 2024Q2: 42,700 shares 42,700 $348K 0.11% 0 DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,285 shares; 2023Q2: 15,254 shares; 2023Q3: 15,046 shares; 2023Q4: 14,198 shares; 2024Q1: 11,204 shares; 2024Q2: 10,734 shares 10,734 $346K 0.11% -470 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,850 shares; 2023Q2: 1,850 shares; 2023Q3: 1,850 shares; 2023Q4: 1,850 shares; 2024Q1: 1,866 shares; 2024Q2: 1,873 shares 1,873 $344K 0.11% +7 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,290 shares; 2023Q2: 7,781 shares; 2023Q3: 8,083 shares; 2023Q4: 7,614 shares; 2024Q1: 7,291 shares; 2024Q2: 6,938 shares 6,938 $343K 0.1% -353 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,289 shares; 2023Q2: 1,311 shares; 2023Q3: 5,981 shares; 2023Q4: 5,033 shares; 2024Q1: 3,630 shares; 2024Q2: 3,530 shares 3,530 $324K 0.1% -100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32,782 shares; 2023Q2: 32,746 shares; 2023Q3: 32,541 shares; 2023Q4: 32,541 shares; 2024Q1: 29,713 shares; 2024Q2: 24,541 shares 24,541 $323K 0.1% -5,172 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 66,344 shares; 2023Q2: 63,474 shares; 2023Q3: 35,305 shares; 2023Q4: 16,565 shares; 2024Q1: 15,092 shares; 2024Q2: 14,182 shares 14,182 $320K 0.1% -910 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,910 shares; 2023Q2: 10,080 shares; 2023Q3: 10,778 shares; 2023Q4: 10,868 shares; 2024Q1: 8,587 shares; 2024Q2: 8,476 shares 8,476 $319K 0.1% -111 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,005 shares; 2023Q4: 5,760 shares; 2024Q1: 6,160 shares; 2024Q2: 6,435 shares 6,435 $318K 0.1% +275 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: 315 shares; 2023Q3: 7,804 shares; 2023Q4: 8,763 shares; 2024Q1: 1,988 shares; 2024Q2: 3,409 shares 3,409 $316K 0.1% +1,421 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,371 shares; 2023Q2: 2,321 shares; 2023Q3: 2,414 shares; 2023Q4: 2,591 shares; 2024Q1: 2,716 shares; 2024Q2: 2,757 shares 2,757 $315K 0.1% +41 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: 704 shares; 2023Q3: 683 shares; 2023Q4: 681 shares; 2024Q1: 651 shares; 2024Q2: 707 shares 707 $315K 0.1% +56 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 286 shares; 2023Q2: 1,476 shares; 2023Q3: 1,641 shares; 2023Q4: 1,476 shares; 2024Q1: 1,372 shares; 2024Q2: 1,307 shares 1,307 $296K 0.09% -65 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,166 shares; 2023Q2: 7,272 shares; 2023Q3: 7,238 shares; 2023Q4: 5,874 shares; 2024Q1: 5,211 shares; 2024Q2: 5,211 shares 5,211 $292K 0.09% 0 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 10,471 shares; 2023Q4: 10,553 shares; 2024Q1: 6,500 shares; 2024Q2: 5,763 shares 5,763 $292K 0.09% -737 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,812 shares; 2023Q2: 2,749 shares; 2023Q3: 100 shares; 2023Q4: 2,710 shares; 2024Q1: 2,879 shares; 2024Q2: 2,841 shares 2,841 $292K 0.09% -38 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,895 shares; 2023Q4: not reported; 2024Q1: 5,900 shares; 2024Q2: 9,525 shares 9,525 $291K 0.09% +3,625 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,333 shares; 2023Q2: 2,354 shares; 2023Q3: 2,262 shares; 2023Q4: 2,270 shares; 2024Q1: 2,095 shares; 2024Q2: 2,071 shares 2,071 $286K 0.09% -24 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,069 shares; 2023Q2: 3,682 shares; 2023Q3: 3,458 shares; 2023Q4: 3,718 shares; 2024Q1: 3,583 shares; 2024Q2: 1,754 shares 1,754 $285K 0.09% -1,829 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 612 shares; 2023Q2: 1,356 shares; 2023Q3: 1,640 shares; 2023Q4: 1,621 shares; 2024Q1: 1,645 shares; 2024Q2: 1,642 shares 1,642 $284K 0.09% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,375 shares; 2023Q2: 2,190 shares; 2023Q3: 1,997 shares; 2023Q4: 2,190 shares; 2024Q1: 2,301 shares; 2024Q2: 2,284 shares 2,284 $283K 0.09% -17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,666 shares; 2023Q2: 9,666 shares; 2023Q3: 9,477 shares; 2023Q4: not reported; 2024Q1: 12,691 shares; 2024Q2: 12,688 shares 12,688 $282K 0.09% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,064 shares; 2023Q2: 3,985 shares; 2023Q3: 4,103 shares; 2023Q4: 4,093 shares; 2024Q1: 4,194 shares; 2024Q2: 4,232 shares 4,232 $269K 0.08% +38 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,510 shares; 2023Q2: 7,090 shares; 2023Q3: 7,090 shares; 2023Q4: 7,090 shares; 2024Q1: 6,490 shares; 2024Q2: 6,490 shares 6,490 $269K 0.08% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 271 shares; 2023Q2: 1,666 shares; 2023Q3: 1,666 shares; 2023Q4: 1,956 shares; 2024Q1: 1,832 shares; 2024Q2: 1,874 shares 1,874 $265K 0.08% +42 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,344 shares; 2023Q2: 3,847 shares; 2023Q3: 5,809 shares; 2023Q4: 3,896 shares; 2024Q1: 2,453 shares; 2024Q2: 2,408 shares 2,408 $258K 0.08% -45 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 26,133 shares; 2023Q2: 30,073 shares; 2023Q3: 30,073 shares; 2023Q4: 27,432 shares; 2024Q1: 27,432 shares; 2024Q2: 25,447 shares 25,447 $253K 0.08% -1,985 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,210 shares; 2023Q2: 1,210 shares; 2023Q3: 1,210 shares; 2023Q4: 1,211 shares; 2024Q1: 1,229 shares; 2024Q2: 1,227 shares 1,227 $249K 0.08% -2 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,246 shares; 2023Q2: 13,170 shares; 2023Q3: 10,809 shares; 2023Q4: 9,730 shares; 2024Q1: 3,108 shares; 2024Q2: 2,961 shares 2,961 $249K 0.08% -147 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,045 shares; 2023Q2: 3,041 shares; 2023Q3: 3,041 shares; 2023Q4: 3,678 shares; 2024Q1: 3,150 shares; 2024Q2: 3,182 shares 3,182 $248K 0.08% +32 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,010 shares; 2023Q2: 1,040 shares; 2023Q3: 1,081 shares; 2023Q4: 1,180 shares; 2024Q1: 1,200 shares; 2024Q2: 1,265 shares 1,265 $246K 0.08% +65 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,257 shares; 2023Q2: 3,283 shares; 2023Q3: 3,319 shares; 2023Q4: 3,353 shares; 2024Q1: 3,421 shares; 2024Q2: 3,431 shares 3,431 $245K 0.07% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 695 shares; 2023Q2: 863 shares; 2023Q3: 883 shares; 2023Q4: not reported; 2024Q1: 940 shares; 2024Q2: 1,032 shares 1,032 $239K 0.07% +92 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,392 shares; 2023Q2: 17,575 shares; 2023Q3: 18,483 shares; 2023Q4: 15,941 shares; 2024Q1: 5,184 shares; 2024Q2: 5,202 shares 5,202 $235K 0.07% +18 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 276 shares; 2023Q2: 1,223 shares; 2023Q3: 1,468 shares; 2023Q4: 1,626 shares; 2024Q1: 1,606 shares; 2024Q2: 1,458 shares 1,458 $234K 0.07% -148 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,636 shares; 2023Q2: 8,736 shares; 2023Q3: 9,461 shares; 2023Q4: 10,139 shares; 2024Q1: 9,157 shares; 2024Q2: 7,496 shares 7,496 $232K 0.07% -1,661 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 418 shares; 2023Q2: 558 shares; 2023Q3: 557 shares; 2023Q4: 503 shares; 2024Q1: 533 shares; 2024Q2: 520 shares 520 $229K 0.07% -13 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 751 shares; 2023Q2: 1,405 shares; 2023Q3: 1,319 shares; 2023Q4: 1,389 shares; 2024Q1: 1,362 shares; 2024Q2: 1,260 shares 1,260 $229K 0.07% -102 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 963 shares; 2023Q3: 1,382 shares; 2023Q4: not reported; 2024Q1: 1,505 shares; 2024Q2: 1,679 shares 1,679 $222K 0.07% +174 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 11,753 shares; 2023Q2: 11,887 shares; 2023Q3: 12,022 shares; 2023Q4: 12,169 shares; 2024Q1: 12,296 shares; 2024Q2: 12,431 shares 12,431 $219K 0.07% +135 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,100 shares; 2023Q3: 6,100 shares; 2023Q4: 5,706 shares; 2024Q1: 5,786 shares; 2024Q2: 5,895 shares 5,895 $218K 0.07% +109 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,924 shares; 2023Q2: 2,109 shares; 2023Q3: 2,416 shares; 2023Q4: not reported; 2024Q1: 2,813 shares; 2024Q2: 3,007 shares 3,007 $217K 0.07% +194 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: not reported; 2024Q1: 3,019 shares; 2024Q2: 3,410 shares 3,410 $215K 0.07% +391 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,370 shares; 2024Q2: 8,234 shares 8,234 $213K 0.06% -136 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 44,385 shares; 2023Q2: 42,935 shares; 2023Q3: 42,935 shares; 2023Q4: 38,735 shares; 2024Q1: 38,735 shares; 2024Q2: 38,735 shares 38,735 $211K 0.06% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,129 shares; 2023Q2: 1,331 shares; 2023Q3: 1,331 shares; 2023Q4: not reported; 2024Q1: 1,467 shares; 2024Q2: 1,601 shares 1,601 $211K 0.06% +134 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 978 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 1,025 shares; 2024Q2: 885 shares 885 $209K 0.06% -140 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: 1,005 shares; 2023Q3: 1,005 shares; 2023Q4: 1,005 shares; 2024Q1: 1,005 shares; 2024Q2: 1,005 shares 1,005 $208K 0.06% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,771 shares; 2024Q2: 4,927 shares 4,927 $205K 0.06% +156 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,705 shares; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: not reported; 2024Q1: 1,504 shares; 2024Q2: 1,704 shares 1,704 $202K 0.06% +200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 871 shares; 2023Q3: 1,150 shares; 2023Q4: not reported; 2024Q1: 1,264 shares; 2024Q2: 1,283 shares 1,283 $201K 0.06% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,005 shares; 2023Q2: 1,020 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,076 shares; 2024Q2: 1,028 shares 1,028 $200K 0.06% -48 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,213 shares; 2023Q2: 11,213 shares; 2023Q3: 11,213 shares; 2023Q4: not reported; 2024Q1: 9,253 shares; 2024Q2: 9,053 shares 9,053 $200K 0.06% -200 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,200 shares; 2023Q2: 3,200 shares; 2023Q3: 3,200 shares; 2023Q4: not reported; 2024Q1: 2,700 shares; 2024Q2: 3,500 shares 3,500 $199K 0.06% +800 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: not reported; 2024Q1: 7,094 shares; 2024Q2: 7,313 shares 7,313 $196K 0.06% +219 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 93 shares; 2023Q3: 81 shares; 2023Q4: not reported; 2024Q1: 102 shares; 2024Q2: 121 shares 121 $194K 0.06% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 332 shares; 2024Q1: 182 shares; 2024Q2: 182 shares 182 $192K 0.06% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,768 shares; 2023Q2: 2,668 shares; 2023Q3: 2,672 shares; 2023Q4: not reported; 2024Q1: 2,810 shares; 2024Q2: 2,895 shares 2,895 $189K 0.06% +85 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,880 shares; 2023Q2: 2,878 shares; 2023Q3: 2,878 shares; 2023Q4: not reported; 2024Q1: 2,878 shares; 2024Q2: 2,878 shares 2,878 $185K 0.06% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,589 shares; 2023Q2: 2,476 shares; 2023Q3: 2,271 shares; 2023Q4: not reported; 2024Q1: 2,446 shares; 2024Q2: 2,383 shares 2,383 $185K 0.06% -63 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 91 shares; 2023Q2: 174 shares; 2023Q3: 196 shares; 2023Q4: 317 shares; 2024Q1: 209 shares; 2024Q2: 216 shares 216 $184K 0.06% +7 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,524 shares; 2023Q2: 14,635 shares; 2023Q3: 14,664 shares; 2023Q4: 7,119 shares; 2024Q1: 5,488 shares; 2024Q2: 5,357 shares 5,357 $180K 0.05% -131 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 4,878 shares 4,878 $179K 0.05% +3,678 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares; 2024Q2: 677 shares 677 $179K 0.05% +22 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,346 shares; 2023Q2: 2,415 shares; 2023Q3: 3,358 shares; 2023Q4: not reported; 2024Q1: 2,928 shares; 2024Q2: 2,917 shares 2,917 $178K 0.05% -11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,943 shares; 2023Q2: 1,990 shares; 2023Q3: 2,046 shares; 2023Q4: 2,203 shares; 2024Q1: 901 shares; 2024Q2: 902 shares 902 $177K 0.05% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,394 shares; 2023Q2: 2,394 shares; 2023Q3: 2,472 shares; 2023Q4: not reported; 2024Q1: 2,472 shares; 2024Q2: 2,472 shares 2,472 $176K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 2,607 shares; 2024Q2: 2,958 shares 2,958 $172K 0.05% +351 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,500 shares; 2023Q2: 5,667 shares; 2023Q3: 5,775 shares; 2023Q4: not reported; 2024Q1: 5,722 shares; 2024Q2: 6,133 shares 6,133 $172K 0.05% +411 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 154 shares; 2023Q2: 154 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,998 shares; 2024Q2: 6,300 shares 6,300 $171K 0.05% +302 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,405 shares; 2023Q2: 3,205 shares; 2023Q3: 3,205 shares; 2023Q4: not reported; 2024Q1: 3,205 shares; 2024Q2: 2,617 shares 2,617 $171K 0.05% -588 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 443 shares; 2023Q2: 369 shares; 2023Q3: 361 shares; 2023Q4: not reported; 2024Q1: 4,082 shares; 2024Q2: 4,475 shares 4,475 $171K 0.05% +393 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 924 shares; 2024Q2: 792 shares 792 $170K 0.05% -132 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,688 shares; 2023Q2: 1,547 shares; 2023Q3: 1,529 shares; 2023Q4: not reported; 2024Q1: 869 shares; 2024Q2: 858 shares 858 $167K 0.05% -11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 57 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,478 shares; 2024Q2: 1,882 shares 1,882 $167K 0.05% +404 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 496 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 541 shares; 2024Q2: 489 shares 489 $166K 0.05% -52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 386 shares; 2023Q4: not reported; 2024Q1: 3,956 shares; 2024Q2: 4,481 shares 4,481 $166K 0.05% +525 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,106 shares; 2023Q2: 1,225 shares; 2023Q3: 1,238 shares; 2023Q4: not reported; 2024Q1: 1,465 shares; 2024Q2: 1,604 shares 1,604 $161K 0.05% +139 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 1,153 shares; 2024Q2: 1,461 shares 1,461 $159K 0.05% +308 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,985 shares; 2023Q2: 9,033 shares; 2023Q3: 9,108 shares; 2023Q4: not reported; 2024Q1: 3,179 shares; 2024Q2: 3,081 shares 3,081 $158K 0.05% -98 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 48 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 379 shares; 2024Q2: 315 shares 315 $158K 0.05% -64 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 24,336 shares; 2023Q2: 24,118 shares; 2023Q3: 24,498 shares; 2023Q4: 21,998 shares; 2024Q1: 1,809 shares; 2024Q2: 1,528 shares 1,528 $157K 0.05% -281 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,923 shares; 2023Q2: 1,899 shares; 2023Q3: 1,771 shares; 2023Q4: not reported; 2024Q1: 1,757 shares; 2024Q2: 1,555 shares 1,555 $156K 0.05% -202 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,345 shares; 2023Q2: 1,345 shares; 2023Q3: 1,345 shares; 2023Q4: not reported; 2024Q1: 1,345 shares; 2024Q2: 1,348 shares 1,348 $155K 0.05% +3 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,896 shares; 2023Q2: 6,940 shares; 2023Q3: 6,825 shares; 2023Q4: 6,651 shares; 2024Q1: 3,978 shares; 2024Q2: 3,629 shares 3,629 $153K 0.05% -349 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 923 shares; 2023Q2: 923 shares; 2023Q3: 923 shares; 2023Q4: not reported; 2024Q1: 967 shares; 2024Q2: 1,016 shares 1,016 $152K 0.05% +49 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,601 shares; 2023Q2: 1,715 shares; 2023Q3: 2,009 shares; 2023Q4: not reported; 2024Q1: 1,546 shares; 2024Q2: 1,517 shares 1,517 $151K 0.05% -29 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,300 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 3,300 shares; 2024Q2: 3,300 shares 3,300 $150K 0.05% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 887 shares; 2023Q2: 1,226 shares; 2023Q3: 1,546 shares; 2023Q4: not reported; 2024Q1: 1,745 shares; 2024Q2: 1,441 shares 1,441 $150K 0.05% -304 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,711 shares; 2023Q2: 4,403 shares; 2023Q3: 4,407 shares; 2023Q4: 5,055 shares; 2024Q1: 3,843 shares; 2024Q2: 3,583 shares 3,583 $149K 0.05% -260 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,531 shares; 2023Q2: 2,525 shares; 2023Q3: 2,459 shares; 2023Q4: 2,084 shares; 2024Q1: 1,420 shares; 2024Q2: 1,421 shares 1,421 $149K 0.05% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,240 shares; 2023Q2: 4,689 shares; 2023Q3: 3,666 shares; 2023Q4: not reported; 2024Q1: 3,587 shares; 2024Q2: 3,324 shares 3,324 $146K 0.04% -263 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 203 shares; 2024Q2: 207 shares 207 $145K 0.04% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,813 shares; 2023Q3: 4,813 shares; 2023Q4: not reported; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares 4,813 $142K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 273 shares; 2023Q2: 325 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 293 shares; 2024Q2: 299 shares 299 $140K 0.04% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: 252 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 419 shares; 2024Q2: 420 shares 420 $139K 0.04% +1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,911 shares; 2023Q2: 1,719 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,706 shares; 2024Q2: 1,721 shares 1,721 $139K 0.04% +15 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,503 shares; 2023Q2: 1,429 shares; 2023Q3: 1,429 shares; 2023Q4: not reported; 2024Q1: 1,129 shares; 2024Q2: 1,152 shares 1,152 $137K 0.04% +23 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,546 shares; 2024Q2: 5,371 shares 5,371 $136K 0.04% -175 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 790 shares; 2023Q2: 766 shares; 2023Q3: 784 shares; 2023Q4: not reported; 2024Q1: 841 shares; 2024Q2: 989 shares 989 $135K 0.04% +148 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,757 shares; 2023Q2: 2,134 shares; 2023Q3: 2,179 shares; 2023Q4: not reported; 2024Q1: 1,932 shares; 2024Q2: 1,717 shares 1,717 $134K 0.04% -215 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: not reported; 2024Q1: 580 shares; 2024Q2: 580 shares 580 $130K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,000 shares; 2023Q2: 3,300 shares; 2023Q3: 3,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares; 2024Q2: 2,700 shares 2,700 $129K 0.04% +400 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,985 shares; 2023Q2: 7,985 shares; 2023Q3: 7,985 shares; 2023Q4: not reported; 2024Q1: 7,129 shares; 2024Q2: 7,119 shares 7,119 $129K 0.04% -10 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 710 shares; 2023Q2: 1,177 shares; 2023Q3: 905 shares; 2023Q4: not reported; 2024Q1: 1,046 shares; 2024Q2: 1,107 shares 1,107 $128K 0.04% +61 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,358 shares; 2023Q2: 1,373 shares; 2023Q3: 1,328 shares; 2023Q4: not reported; 2024Q1: 1,356 shares; 2024Q2: 1,278 shares 1,278 $126K 0.04% -78 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,035 shares; 2023Q2: 1,961 shares; 2023Q3: 1,961 shares; 2023Q4: not reported; 2024Q1: 2,078 shares; 2024Q2: 2,194 shares 2,194 $116K 0.04% +116 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 155 shares; 2023Q2: 855 shares; 2023Q3: 1,055 shares; 2023Q4: not reported; 2024Q1: 2,978 shares; 2024Q2: 4,510 shares 4,510 $116K 0.04% +1,532 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,010 shares; 2023Q2: 1,265 shares; 2023Q3: 1,365 shares; 2023Q4: not reported; 2024Q1: 1,164 shares; 2024Q2: 1,041 shares 1,041 $115K 0.03% -123 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 667 shares; 2023Q3: 667 shares; 2023Q4: not reported; 2024Q1: 628 shares; 2024Q2: 628 shares 628 $115K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,143 shares 5,143 $114K 0.03% +143 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,300 shares; 2023Q2: 2,300 shares; 2023Q3: 2,300 shares; 2023Q4: not reported; 2024Q1: 2,300 shares; 2024Q2: 2,200 shares 2,200 $114K 0.03% -100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,284 shares; 2023Q2: 2,348 shares; 2023Q3: 2,124 shares; 2023Q4: not reported; 2024Q1: 2,216 shares; 2024Q2: 2,235 shares 2,235 $114K 0.03% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,000 shares; 2023Q2: 4,084 shares; 2023Q3: 4,084 shares; 2023Q4: not reported; 2024Q1: 4,084 shares; 2024Q2: 4,084 shares 4,084 $114K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: not reported; 2024Q1: 5,000 shares; 2024Q2: 5,000 shares 5,000 $112K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,647 shares; 2023Q2: 1,125 shares; 2023Q3: 1,138 shares; 2023Q4: not reported; 2024Q1: 1,125 shares; 2024Q2: 1,125 shares 1,125 $112K 0.03% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 368 shares; 2023Q2: 970 shares; 2023Q3: 955 shares; 2023Q4: not reported; 2024Q1: 1,445 shares; 2024Q2: 1,521 shares 1,521 $112K 0.03% +76 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,121 shares; 2023Q2: 2,133 shares; 2023Q3: 2,084 shares; 2023Q4: not reported; 2024Q1: 2,239 shares; 2024Q2: 2,342 shares 2,342 $111K 0.03% +103 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 550 shares; 2023Q2: 1,217 shares; 2023Q3: 1,436 shares; 2023Q4: not reported; 2024Q1: 1,523 shares; 2024Q2: 1,867 shares 1,867 $111K 0.03% +344 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 102 shares; 2023Q4: not reported; 2024Q1: 267 shares; 2024Q2: 289 shares 289 $111K 0.03% +22 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,783 shares; 2023Q2: 2,868 shares; 2023Q3: 3,073 shares; 2023Q4: not reported; 2024Q1: 3,271 shares; 2024Q2: 3,309 shares 3,309 $111K 0.03% +38 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,485 shares; 2023Q2: 3,105 shares; 2023Q3: 2,594 shares; 2023Q4: not reported; 2024Q1: 2,615 shares; 2024Q2: 2,646 shares 2,646 $109K 0.03% +31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,230 shares; 2023Q2: 4,285 shares; 2023Q3: 4,332 shares; 2023Q4: not reported; 2024Q1: 4,429 shares; 2024Q2: 4,475 shares 4,475 $108K 0.03% +46 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 863 shares; 2023Q3: 833 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 766 shares 766 $108K 0.03% +51 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 18,100 shares; 2023Q2: 18,100 shares; 2023Q3: 18,100 shares; 2023Q4: 18,100 shares; 2024Q1: 18,100 shares; 2024Q2: 18,100 shares 18,100 $107K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,426 shares; 2023Q3: 1,426 shares; 2023Q4: not reported; 2024Q1: 1,482 shares; 2024Q2: 1,876 shares 1,876 $106K 0.03% +394 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 254 shares; 2023Q2: 360 shares; 2023Q3: 228 shares; 2023Q4: not reported; 2024Q1: 453 shares; 2024Q2: 411 shares 411 $106K 0.03% -42 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,291 shares; 2023Q2: 1,291 shares; 2023Q3: 1,291 shares; 2023Q4: not reported; 2024Q1: 1,841 shares; 2024Q2: 1,841 shares 1,841 $105K 0.03% 0 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,703 shares; 2023Q2: 4,703 shares; 2023Q3: 4,703 shares; 2023Q4: not reported; 2024Q1: 3,568 shares; 2024Q2: 2,433 shares 2,433 $104K 0.03% -1,135 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 4,960 shares; 2023Q3: 5,012 shares; 2023Q4: not reported; 2024Q1: 2,041 shares; 2024Q2: 2,041 shares 2,041 $104K 0.03% 0 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,200 shares; 2023Q2: 5,200 shares; 2023Q3: 5,200 shares; 2023Q4: not reported; 2024Q1: 5,200 shares; 2024Q2: 5,200 shares 5,200 $103K 0.03% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: 666 shares; 2023Q3: 648 shares; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 468 shares 468 $103K 0.03% +28 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 418 shares; 2023Q3: 419 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 329 shares 329 $103K 0.03% -265 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 353 shares; 2024Q2: 328 shares 328 $102K 0.03% -25 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,783 shares; 2023Q2: 1,788 shares; 2023Q3: 1,788 shares; 2023Q4: not reported; 2024Q1: 1,833 shares; 2024Q2: 1,890 shares 1,890 $102K 0.03% +57 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,190 shares; 2023Q2: 13,785 shares; 2023Q3: 13,785 shares; 2023Q4: 13,785 shares; 2024Q1: 13,785 shares; 2024Q2: 15,740 shares 15,740 $100K 0.03% +1,955 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 92 shares 92 $96.7K 0.03% +1 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 197 shares; 2023Q2: 473 shares; 2023Q3: 703 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 643 shares 643 $95.8K 0.03% -72 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28,800 shares; 2023Q2: 33,800 shares; 2023Q3: 43,800 shares; 2023Q4: 39,800 shares; 2024Q1: 39,800 shares; 2024Q2: 62,800 shares 62,800 $94.2K 0.03% +23,000 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 1,698 shares; 2023Q3: 1,715 shares; 2023Q4: not reported; 2024Q1: 1,305 shares; 2024Q2: 1,232 shares 1,232 $92.9K 0.03% -73 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 3,407 shares; 2024Q2: 3,507 shares 3,507 $88.8K 0.03% +100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 851 shares; 2023Q3: 1,318 shares; 2023Q4: not reported; 2024Q1: 1,449 shares; 2024Q2: 1,458 shares 1,458 $88.1K 0.03% +9 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 365 shares; 2023Q4: not reported; 2024Q1: 369 shares; 2024Q2: 380 shares 380 $88.1K 0.03% +11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 826 shares; 2023Q3: 826 shares; 2023Q4: not reported; 2024Q1: 1,129 shares; 2024Q2: 1,136 shares 1,136 $87.5K 0.03% +7 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 678 shares; 2023Q2: 680 shares; 2023Q3: 680 shares; 2023Q4: not reported; 2024Q1: 806 shares; 2024Q2: 772 shares 772 $86.7K 0.03% -34 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,221 shares; 2023Q2: 2,703 shares; 2023Q3: 3,185 shares; 2023Q4: 3,338 shares; 2024Q1: 875 shares; 2024Q2: 1,493 shares 1,493 $86.7K 0.03% +618 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,701 shares; 2023Q2: 1,724 shares; 2023Q3: 1,719 shares; 2023Q4: not reported; 2024Q1: 1,836 shares; 2024Q2: 1,888 shares 1,888 $86K 0.03% +52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,227 shares; 2023Q2: 2,304 shares; 2023Q3: 2,505 shares; 2023Q4: not reported; 2024Q1: 2,684 shares; 2024Q2: 2,781 shares 2,781 $84.8K 0.03% +97 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,223 shares; 2023Q2: 1,189 shares; 2023Q3: 1,002 shares; 2023Q4: not reported; 2024Q1: 1,140 shares; 2024Q2: 1,224 shares 1,224 $84K 0.03% +84 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: 903 shares; 2024Q2: 702 shares 702 $83.1K 0.03% -201 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 870 shares; 2023Q2: 870 shares; 2023Q3: 870 shares; 2023Q4: not reported; 2024Q1: 870 shares; 2024Q2: 870 shares 870 $82.2K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 219 shares; 2023Q2: 219 shares; 2023Q3: 252 shares; 2023Q4: not reported; 2024Q1: 349 shares; 2024Q2: 339 shares 339 $80.9K 0.02% -10 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 907 shares; 2023Q2: 941 shares; 2023Q3: 997 shares; 2023Q4: not reported; 2024Q1: 1,019 shares; 2024Q2: 1,024 shares 1,024 $80.8K 0.02% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 514 shares; 2024Q2: 765 shares 765 $80.5K 0.02% +251 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,772 shares; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares; 2023Q4: not reported; 2024Q1: 2,772 shares; 2024Q2: 2,772 shares 2,772 $79.9K 0.02% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,490 shares; 2023Q2: 1,490 shares; 2023Q3: 1,490 shares; 2023Q4: not reported; 2024Q1: 1,490 shares; 2024Q2: 1,490 shares 1,490 $79.3K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,643 shares; 2023Q2: 3,094 shares; 2023Q3: 3,060 shares; 2023Q4: not reported; 2024Q1: 2,146 shares; 2024Q2: 1,668 shares 1,668 $79.3K 0.02% -478 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,845 shares; 2023Q2: 1,628 shares; 2023Q3: 1,596 shares; 2023Q4: not reported; 2024Q1: 1,177 shares; 2024Q2: 1,081 shares 1,081 $78.6K 0.02% -96 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 76 shares 76 $77.7K 0.02% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,449 shares; 2023Q2: 1,449 shares; 2023Q3: 1,449 shares; 2023Q4: not reported; 2024Q1: 1,049 shares; 2024Q2: 1,049 shares 1,049 $76K 0.02% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: 113 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 156 shares; 2024Q2: 166 shares 166 $75.1K 0.02% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 374 shares; 2024Q2: 431 shares 431 $74.8K 0.02% +57 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,405 shares; 2023Q2: 8,602 shares; 2023Q3: 9,033 shares; 2023Q4: not reported; 2024Q1: 2,081 shares; 2024Q2: 1,739 shares 1,739 $74.1K 0.02% -342 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 201 shares; 2023Q3: 140 shares; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 730 shares 730 $73.6K 0.02% +155 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 70 shares; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 201 shares; 2024Q2: 201 shares 201 $73.3K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,034 shares; 2024Q2: 2,075 shares 2,075 $73K 0.02% +41 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 700 shares; 2023Q3: 731 shares; 2023Q4: not reported; 2024Q1: 747 shares; 2024Q2: 751 shares 751 $72.9K 0.02% +4 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: not reported; 2024Q1: 990 shares; 2024Q2: 990 shares 990 $72.6K 0.02% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,001 shares; 2023Q2: 291 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 513 shares; 2024Q2: 490 shares 490 $72.5K 0.02% -23 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 811 shares; 2023Q2: 928 shares; 2023Q3: 1,026 shares; 2023Q4: not reported; 2024Q1: 2,111 shares; 2024Q2: 745 shares 745 $72.3K 0.02% -1,366 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,800 shares; 2023Q2: 4,600 shares; 2023Q3: 4,600 shares; 2023Q4: not reported; 2024Q1: 3,600 shares; 2024Q2: 3,600 shares 3,600 $71.6K 0.02% 0 Timeline JEPQ J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 1,272 shares 1,272 $70.6K 0.02% +1,201 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 207 shares; 2023Q2: 164 shares; 2023Q3: 109 shares; 2023Q4: not reported; 2024Q1: 981 shares; 2024Q2: 972 shares 972 $70.2K 0.02% -9 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,085 shares; 2023Q2: 1,337 shares; 2023Q3: 1,326 shares; 2023Q4: not reported; 2024Q1: 774 shares; 2024Q2: 891 shares 891 $70.1K 0.02% +117 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: not reported; 2024Q1: 2,633 shares; 2024Q2: 2,633 shares 2,633 $70K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 77 shares 77 $69.5K 0.02% -23 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,039 shares; 2023Q4: not reported; 2024Q1: 1,039 shares; 2024Q2: 1,039 shares 1,039 $69K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $68.8K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 1,033 shares; 2023Q3: 4,033 shares; 2023Q4: not reported; 2024Q1: 4,163 shares; 2024Q2: 4,401 shares 4,401 $67.3K 0.02% +238 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 592 shares; 2023Q2: 592 shares; 2023Q3: 592 shares; 2023Q4: not reported; 2024Q1: 477 shares; 2024Q2: 488 shares 488 $65.9K 0.02% +11 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 305 shares; 2023Q2: 382 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 261 shares; 2024Q2: 252 shares 252 $64.3K 0.02% -9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 73,799 shares; 2023Q2: 75,840 shares; 2023Q3: 82,205 shares; 2023Q4: 72,814 shares; 2024Q1: 2,980 shares; 2024Q2: 2,318 shares 2,318 $63.1K 0.02% -662 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 177 shares; 2023Q2: 152 shares; 2023Q3: 169 shares; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 316 shares 316 $62.9K 0.02% +34 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 107 shares 107 $62.5K 0.02% +13 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,165 shares 1,165 $61.6K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,524 shares; 2024Q2: 2,373 shares 2,373 $61.1K 0.02% +849 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,846 shares; 2023Q2: 1,920 shares; 2023Q3: 1,780 shares; 2023Q4: not reported; 2024Q1: 1,489 shares; 2024Q2: 1,389 shares 1,389 $61K 0.02% -100 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,087 shares; 2024Q2: 1,156 shares 1,156 $60.3K 0.02% +69 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 430 shares; 2023Q2: 702 shares; 2023Q3: 1,079 shares; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 737 shares 737 $60.2K 0.02% -3 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,176 shares; 2023Q2: 1,178 shares; 2023Q3: 1,178 shares; 2023Q4: not reported; 2024Q1: 1,662 shares; 2024Q2: 1,663 shares 1,663 $60.1K 0.02% +1 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares 500 $59.9K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 1,038 shares; 2024Q2: 1,195 shares 1,195 $59.7K 0.02% +157 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: not reported; 2024Q1: 123 shares; 2024Q2: 127 shares 127 $59.5K 0.02% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: not reported; 2024Q1: 693 shares; 2024Q2: 693 shares 693 $57.1K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 39,974 shares; 2023Q2: 40,987 shares; 2023Q3: 42,325 shares; 2023Q4: 41,521 shares; 2024Q1: 980 shares; 2024Q2: 980 shares 980 $57K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 255 shares; 2023Q3: 303 shares; 2023Q4: not reported; 2024Q1: 209 shares; 2024Q2: 191 shares 191 $56.7K 0.02% -18 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,100 shares 1,100 $56.2K 0.02% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 329 shares; 2024Q2: 433 shares 433 $56.2K 0.02% +104 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 538 shares; 2023Q3: 910 shares; 2023Q4: not reported; 2024Q1: 468 shares; 2024Q2: 464 shares 464 $55K 0.02% -4 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 224 shares; 2023Q4: not reported; 2024Q1: 230 shares; 2024Q2: 183 shares 183 $54.8K 0.02% -47 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,863 shares; 2023Q2: 349 shares; 2023Q3: 349 shares; 2023Q4: not reported; 2024Q1: 355 shares; 2024Q2: 439 shares 439 $54.4K 0.02% +84 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,248 shares; 2023Q2: 3,262 shares; 2023Q3: 3,305 shares; 2023Q4: not reported; 2024Q1: 3,387 shares; 2024Q2: 3,422 shares 3,422 $54K 0.02% +35 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 366 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 524 shares; 2024Q2: 238 shares 238 $53.9K 0.02% -286 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 20,774 shares; 2023Q2: 20,860 shares; 2023Q3: 19,830 shares; 2023Q4: 17,091 shares; 2024Q1: 2,541 shares; 2024Q2: 1,888 shares 1,888 $53.8K 0.02% -653 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,959 shares; 2023Q2: 6,955 shares; 2023Q3: 4,915 shares; 2023Q4: not reported; 2024Q1: 2,804 shares; 2024Q2: 2,282 shares 2,282 $53.1K 0.02% -522 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 137 shares 137 $52.9K 0.02% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,076 shares; 2023Q3: 662 shares; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 399 shares 399 $52.9K 0.02% -277 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: 333 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 435 shares; 2024Q2: 541 shares 541 $52.6K 0.02% +106 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: not reported; 2024Q1: 259 shares; 2024Q2: 262 shares 262 $52.5K 0.02% +3 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 28 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 173 shares; 2024Q2: 189 shares 189 $52.3K 0.02% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 822 shares; 2023Q2: 822 shares; 2023Q3: 822 shares; 2023Q4: not reported; 2024Q1: 822 shares; 2024Q2: 822 shares 822 $52.2K 0.02% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 735 shares; 2024Q2: 743 shares 743 $51.9K 0.02% +8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 277 shares; 2023Q2: 277 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,340 shares; 2024Q2: 1,340 shares 1,340 $50.9K 0.02% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 551 shares 551 $50.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 411 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: not reported; 2024Q1: 626 shares; 2024Q2: 643 shares 643 $50.4K 0.02% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,748 shares; 2023Q2: 13,888 shares; 2023Q3: 14,391 shares; 2023Q4: 12,273 shares; 2024Q1: 2,008 shares; 2024Q2: 1,285 shares 1,285 $49.9K 0.02% -723 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 853 shares; 2023Q2: 4,183 shares; 2023Q3: 4,465 shares; 2023Q4: not reported; 2024Q1: 1,433 shares; 2024Q2: 1,130 shares 1,130 $49.4K 0.02% -303 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 787 shares; 2023Q2: 719 shares; 2023Q3: 675 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 544 shares 544 $48.1K 0.01% -62 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 378 shares; 2023Q3: 378 shares; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 380 shares 380 $47.8K 0.01% +26 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: not reported; 2024Q1: 220 shares; 2024Q2: 220 shares 220 $47.3K 0.01% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 1,761 shares; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: 1,795 shares; 2024Q2: 1,183 shares 1,183 $46.3K 0.01% -612 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,108 shares; 2023Q4: not reported; 2024Q1: 443 shares; 2024Q2: 432 shares 432 $46.1K 0.01% -11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,430 shares; 2023Q2: 2,430 shares; 2023Q3: 2,430 shares; 2023Q4: not reported; 2024Q1: 2,430 shares; 2024Q2: 2,430 shares 2,430 $45.5K 0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: 1,275 shares 1,275 $45.3K 0.01% +1,234 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,500 shares; 2023Q2: 10,500 shares; 2023Q3: 10,500 shares; 2023Q4: not reported; 2024Q1: 8,500 shares; 2024Q2: 8,500 shares 8,500 $44.5K 0.01% 0 Timeline GMAR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,225 shares 1,225 $43.4K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 621 shares; 2024Q2: 631 shares 631 $42.9K 0.01% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,813 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 310 shares; 2024Q2: 387 shares 387 $42.6K 0.01% +77 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,000 shares; 2023Q2: 12,000 shares; 2023Q3: 12,000 shares; 2023Q4: 12,000 shares; 2024Q1: 12,000 shares; 2024Q2: 11,250 shares 11,250 $42.5K 0.01% -750 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,101 shares; 2024Q2: 1,101 shares 1,101 $42.4K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 637 shares; 2024Q2: 851 shares 851 $41.4K 0.01% +214 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,310 shares; 2023Q2: 1,500 shares; 2023Q3: 1,467 shares; 2023Q4: not reported; 2024Q1: 475 shares; 2024Q2: 445 shares 445 $40.6K 0.01% -30 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,156 shares; 2023Q2: 1,471 shares; 2023Q3: 1,471 shares; 2023Q4: not reported; 2024Q1: 1,160 shares; 2024Q2: 1,179 shares 1,179 $39.8K 0.01% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,907 shares; 2023Q2: 1,563 shares; 2023Q3: 1,315 shares; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares 800 $39.8K 0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: not reported; 2024Q1: 280 shares; 2024Q2: 314 shares 314 $39.6K 0.01% +34 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 61 shares 61 $39.5K 0.01% -8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,179 shares; 2023Q2: 1,190 shares; 2023Q3: 1,187 shares; 2023Q4: 1,187 shares; 2024Q1: 35 shares; 2024Q2: 37 shares 37 $39.4K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 291 shares; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: not reported; 2024Q1: 457 shares; 2024Q2: 457 shares 457 $39.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 179 shares 179 $39.1K 0.01% +5 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,600 shares; 2024Q2: 3,923 shares 3,923 $38.7K 0.01% +2,323 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,150 shares; 2023Q2: 3,150 shares; 2023Q3: 3,150 shares; 2023Q4: not reported; 2024Q1: 3,150 shares; 2024Q2: 2,150 shares 2,150 $38.4K 0.01% -1,000 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares 300 $37.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 68 shares; 2023Q2: 129 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 68 shares 68 $37.7K 0.01% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,406 shares; 2023Q2: 1,485 shares; 2023Q3: 1,380 shares; 2023Q4: not reported; 2024Q1: 2,028 shares; 2024Q2: 1,898 shares 1,898 $37.7K 0.01% -130 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 207 shares; 2024Q2: 213 shares 213 $37.7K 0.01% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 280 shares; 2023Q2: 296 shares; 2023Q3: 301 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 139 shares 139 $37.5K 0.01% +3 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 274 shares; 2024Q2: 237 shares 237 $37.5K 0.01% -37 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,211 shares; 2023Q2: 1,211 shares; 2023Q3: 1,211 shares; 2023Q4: not reported; 2024Q1: 1,211 shares; 2024Q2: 1,211 shares 1,211 $36.9K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,208 shares; 2023Q2: 2,756 shares; 2023Q3: 2,669 shares; 2023Q4: not reported; 2024Q1: 1,136 shares; 2024Q2: 775 shares 775 $36.8K 0.01% -361 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 22 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 45 shares 45 $35.4K 0.01% +3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,250 shares; 2023Q2: 1,385 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,290 shares; 2024Q2: 1,238 shares 1,238 $35.2K 0.01% -52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: 481 shares; 2023Q3: 481 shares; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 556 shares 556 $35.2K 0.01% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: not reported; 2024Q1: 1,500 shares; 2024Q2: 1,500 shares 1,500 $35.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 386 shares; 2023Q3: 423 shares; 2023Q4: 412 shares; 2024Q1: 88 shares; 2024Q2: 72 shares 72 $35.1K 0.01% -16 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,503 shares; 2023Q2: 18,321 shares; 2023Q3: 13,009 shares; 2023Q4: 13,365 shares; 2024Q1: 2,213 shares; 2024Q2: 1,823 shares 1,823 $34.1K 0.01% -390 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,345 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 320 shares; 2024Q2: 418 shares 418 $34.1K 0.01% +98 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 390 shares; 2024Q2: 716 shares 716 $33.8K 0.01% +326 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: not reported; 2024Q1: 183 shares; 2024Q2: 191 shares 191 $33.6K 0.01% +8 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 320 shares; 2023Q3: 381 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 302 shares 302 $33.4K 0.01% -63 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 123 shares 123 $32.9K 0.01% +43 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 842 shares; 2023Q2: 872 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 617 shares; 2024Q2: 650 shares 650 $32.5K 0.01% +33 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: 600 shares 600 $32.2K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: not reported; 2024Q1: 627 shares; 2024Q2: 624 shares 624 $32K 0.01% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,217 shares; 2023Q2: 8,504 shares; 2023Q3: 8,973 shares; 2023Q4: 7,619 shares; 2024Q1: 592 shares; 2024Q2: 454 shares 454 $31.8K 0.01% -138 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,024 shares; 2023Q2: 3,524 shares; 2023Q3: 3,222 shares; 2023Q4: not reported; 2024Q1: 1,509 shares; 2024Q2: 1,029 shares 1,029 $31.5K 0.01% -480 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,180 shares; 2023Q3: 895 shares; 2023Q4: not reported; 2024Q1: 999 shares; 2024Q2: 969 shares 969 $31.4K 0.01% -30 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 346 shares; 2023Q4: not reported; 2024Q1: 346 shares; 2024Q2: 607 shares 607 $31.1K 0.01% +261 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: not reported; 2024Q1: 292 shares; 2024Q2: 292 shares 292 $31.1K 0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 468 shares 468 $31K 0.01% +137 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,699 shares; 2023Q2: 55,034 shares; 2023Q3: 64,095 shares; 2023Q4: 68,885 shares; 2024Q1: 14,521 shares; 2024Q2: 14,431 shares 14,431 $31K 0.01% -90 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35,678 shares; 2023Q2: 37,924 shares; 2023Q3: 37,850 shares; 2023Q4: 35,264 shares; 2024Q1: 2,737 shares; 2024Q2: 1,801 shares 1,801 $30.7K 0.01% -936 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 526 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 22 shares 22 $30.3K 0.01% -13 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 125 shares 125 $29.8K 0.01% +15 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,598 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 849 shares 849 $29.7K 0.01% +243 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 400 shares 400 $29.7K 0.01% +35 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $29.6K 0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61 shares; 2024Q2: 405 shares 405 $29.4K 0.01% +344 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,219 shares; 2023Q2: 2,351 shares; 2023Q3: 2,115 shares; 2023Q4: not reported; 2024Q1: 2,566 shares; 2024Q2: 2,335 shares 2,335 $29.3K 0.01% -231 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,014 shares; 2023Q2: 1,014 shares; 2023Q3: 1,027 shares; 2023Q4: not reported; 2024Q1: 1,015 shares; 2024Q2: 1,015 shares 1,015 $29.1K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares 50 $28.8K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 724 shares; 2023Q2: 1,226 shares; 2023Q3: 1,226 shares; 2023Q4: not reported; 2024Q1: 415 shares; 2024Q2: 415 shares 415 $28.3K 0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 263 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: 362 shares; 2024Q2: 176 shares 176 $28K 0.01% -186 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 672 shares; 2023Q3: 672 shares; 2023Q4: not reported; 2024Q1: 648 shares; 2024Q2: 667 shares 667 $27.9K 0.01% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 184 shares 184 $27.8K 0.01% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,265 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 970 shares; 2024Q2: 1,036 shares 1,036 $27.6K 0.01% +66 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,040 shares; 2023Q2: 8,906 shares; 2023Q3: 6,787 shares; 2023Q4: not reported; 2024Q1: 1,194 shares; 2024Q2: 1,052 shares 1,052 $27.6K 0.01% -142 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 305 shares; 2024Q2: 305 shares 305 $27.3K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: 765 shares; 2023Q3: 713 shares; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 426 shares 426 $27K 0.01% +147 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: not reported; 2024Q1: 283 shares; 2024Q2: 261 shares 261 $26.4K 0.01% -22 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 374 shares; 2023Q3: 374 shares; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 222 shares 222 $26.3K 0.01% -175 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,154 shares; 2023Q2: 3,740 shares; 2023Q3: 3,764 shares; 2023Q4: not reported; 2024Q1: 3,773 shares; 2024Q2: 3,512 shares 3,512 $26.1K 0.01% -261 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 123 shares 123 $25.5K 0.01% +67 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 232 shares 232 $25.5K 0.01% +82 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares 1,000 $25.5K 0.01% 0 Timeline GFEB FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares; 2024Q2: 712 shares 712 $25.2K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: 160 shares 160 $25.1K 0.01% +48 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 708 shares 708 $24.8K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,147 shares; 2023Q2: 1,455 shares; 2023Q3: 1,439 shares; 2023Q4: not reported; 2024Q1: 583 shares; 2024Q2: 583 shares 583 $24.6K 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29 shares; 2023Q2: 98 shares; 2023Q3: 104 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 82 shares 82 $24.5K 0.01% +18 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 650 shares 650 $24.2K 0.01% new Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101 shares; 2024Q2: 285 shares 285 $24K 0.01% +184 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 224 shares; 2024Q2: 230 shares 230 $23.8K 0.01% +6 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,170 shares 1,170 $23.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,313 shares; 2023Q2: 8,729 shares; 2023Q3: 8,729 shares; 2023Q4: not reported; 2024Q1: 6,529 shares; 2024Q2: 4,789 shares 4,789 $23.2K 0.01% -1,740 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 569 shares; 2023Q2: 602 shares; 2023Q3: 647 shares; 2023Q4: not reported; 2024Q1: 345 shares; 2024Q2: 299 shares 299 $23.1K 0.01% -46 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 388 shares; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: 542 shares 542 $23K 0.01% -162 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 550 shares; 2024Q2: 550 shares 550 $22.7K 0.01% 0 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 163 shares 163 $22.6K 0.01% +80 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: not reported; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares 2,000 $22.4K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 576 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 384 shares; 2024Q2: 192 shares 192 $22.4K 0.01% -192 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 647 shares 647 $22.2K 0.01% +95 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: not reported; 2024Q1: 124 shares; 2024Q2: 139 shares 139 $22.2K 0.01% +15 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 99 shares 99 $22.1K 0.01% +4 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 138 shares; 2024Q2: 135 shares 135 $22.1K 0.01% -3 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,600 shares; 2023Q2: 2,600 shares; 2023Q3: 2,600 shares; 2023Q4: not reported; 2024Q1: 2,600 shares; 2024Q2: 2,600 shares 2,600 $22K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 296 shares 296 $21.9K 0.01% +212 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 869 shares; 2023Q2: 691 shares; 2023Q3: 644 shares; 2023Q4: not reported; 2024Q1: 467 shares; 2024Q2: 447 shares 447 $21.6K 0.01% -20 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 83 shares 83 $21.5K 0.01% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 424 shares; 2023Q2: 424 shares; 2023Q3: 424 shares; 2023Q4: not reported; 2024Q1: 424 shares; 2024Q2: 424 shares 424 $21.3K 0.01% 0 EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 610 shares 610 $21.1K 0.01% +16 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,800 shares; 2023Q2: 1,800 shares; 2023Q3: 1,800 shares; 2023Q4: not reported; 2024Q1: 1,800 shares; 2024Q2: 1,800 shares 1,800 $21K 0.01% 0 SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: not reported; 2024Q1: 109 shares; 2024Q2: 104 shares 104 $21K 0.01% -5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 109 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 157 shares; 2024Q2: 151 shares 151 $20.6K 0.01% -6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 193 shares; 2023Q2: 1,106 shares; 2023Q3: 1,234 shares; 2023Q4: not reported; 2024Q1: 141 shares; 2024Q2: 141 shares 141 $20.6K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $20.5K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 25 shares 25 $20.5K 0.01% +2 BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 60 shares; 2023Q2: 124 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 105 shares; 2024Q2: 26 shares 26 $20.5K 0.01% -79 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: 57 shares; 2023Q3: 77 shares; 2023Q4: not reported; 2024Q1: 88 shares; 2024Q2: 94 shares 94 $19.8K 0.01% +6 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: not reported; 2024Q1: 202 shares; 2024Q2: 202 shares 202 $19.8K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 106 shares; 2024Q2: 109 shares 109 $19.7K 0.01% +3 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130 shares 130 $19.6K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,271 shares; 2023Q4: 1,129 shares; 2024Q1: 378 shares; 2024Q2: 332 shares 332 $19.4K 0.01% -46 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: 6,300 shares; 2024Q2: 6,300 shares 6,300 $19.3K 0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 77 shares; 2024Q2: 77 shares 77 $19K 0.01% 0 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,200 shares 1,200 $18.9K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $18.8K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 261 shares; 2023Q3: 261 shares; 2023Q4: not reported; 2024Q1: 243 shares; 2024Q2: 243 shares 243 $18.6K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 44 shares 44 $18.5K 0.01% +19 Timeline CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,389 shares; 2023Q2: 795 shares; 2023Q3: 804 shares; 2023Q4: not reported; 2024Q1: 824 shares; 2024Q2: 833 shares 833 $18.2K 0.01% +9 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 143 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 288 shares; 2024Q2: 383 shares 383 $18.2K 0.01% +95 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 11 shares 11 $18.1K 0.01% +10 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: 309 shares; 2023Q3: 305 shares; 2023Q4: not reported; 2024Q1: 242 shares; 2024Q2: 105 shares 105 $18K 0.01% -137 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 729 shares; 2023Q2: 532 shares; 2023Q3: 526 shares; 2023Q4: not reported; 2024Q1: 407 shares; 2024Q2: 185 shares 185 $18K 0.01% -222 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31 shares; 2024Q2: 60 shares 60 $17.8K 0.01% +29 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: 73 shares; 2024Q2: 78 shares 78 $17.8K 0.01% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 61 shares 61 $17.7K 0.01% +5 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 234 shares; 2024Q2: 236 shares 236 $17.5K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,175 shares; 2023Q2: 8,175 shares; 2023Q3: 8,175 shares; 2023Q4: not reported; 2024Q1: 8,175 shares; 2024Q2: 6,300 shares 6,300 $17.5K 0.01% -1,875 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 143 shares; 2023Q2: 123 shares; 2023Q3: 62 shares; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 183 shares 183 $17.5K 0.01% +43 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 11 shares 11 $17.3K 0.01% +8 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 58 shares; 2024Q2: 47 shares 47 $17.2K 0.01% -11 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 141 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: not reported; 2024Q1: 163 shares; 2024Q2: 66 shares 66 $17K 0.01% -97 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 336 shares 336 $17K 0.01% +301 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 567 shares; 2024Q2: 417 shares 417 $16.9K 0.01% -150 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 833 shares; 2023Q2: 836 shares; 2023Q3: 839 shares; 2023Q4: not reported; 2024Q1: 311 shares; 2024Q2: 319 shares 319 $16.9K 0.01% +8 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: 200 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 96 shares 96 $16.7K 0.01% -8 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 39 shares 39 $16.7K 0.01% +19 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 607 shares; 2023Q2: 332 shares; 2023Q3: 336 shares; 2023Q4: not reported; 2024Q1: 460 shares; 2024Q2: 429 shares 429 $16.7K 0.01% -31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 202 shares; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 142 shares 142 $16.6K 0.01% +6 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 247 shares 247 $16.6K 0.01% +107 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: not reported; 2024Q1: 330 shares; 2024Q2: 330 shares 330 $16.6K 0.01% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 17 shares 17 $16.5K 0.01% +2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares 200 $16.4K 0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 107 shares; 2024Q2: 162 shares 162 $16.3K <0.01% +55 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: 922 shares; 2023Q3: 922 shares; 2023Q4: not reported; 2024Q1: 180 shares; 2024Q2: 133 shares 133 $16.2K <0.01% -47 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: not reported; 2024Q1: 290 shares; 2024Q2: 290 shares 290 $16K <0.01% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 750 shares; 2024Q2: 750 shares 750 $16K <0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,606 shares; 2023Q2: 1,157 shares; 2023Q3: 1,143 shares; 2023Q4: not reported; 2024Q1: 989 shares; 2024Q2: 403 shares 403 $15.9K <0.01% -586 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 29 shares 29 $15.7K <0.01% +12 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 284 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 36 shares 36 $15.7K <0.01% -4 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 19 shares 19 $15.7K <0.01% +1 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 47 shares; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 74 shares 74 $15.6K <0.01% +12 Timeline IBBQ 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: 685 shares; 2023Q3: 685 shares; 2023Q4: not reported; 2024Q1: 685 shares; 2024Q2: 685 shares 685 $15.6K <0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 343 shares; 2023Q2: 278 shares; 2023Q3: 278 shares; 2023Q4: not reported; 2024Q1: 287 shares; 2024Q2: 287 shares 287 $15.6K <0.01% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 175 shares; 2023Q4: not reported; 2024Q1: 292 shares; 2024Q2: 233 shares 233 $15.5K <0.01% -59 EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: not reported; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares 2,200 $15.5K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 131 shares 131 $15.5K <0.01% +60 Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: 21 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares 75 $15.4K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 111 shares 111 $15.4K <0.01% +41 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares 150 $15.3K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 213 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 232 shares; 2024Q2: 243 shares 243 $15.3K <0.01% +11 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 720 shares; 2023Q2: 678 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 228 shares; 2024Q2: 180 shares 180 $15.3K <0.01% -48 Timeline