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; 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; 2024Q3: 54,895 shares 54,895 $31.5M 8.76% -407 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; 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; 2024Q3: 285,306 shares 285,306 $28.6M 7.96% +31,453 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; 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; 2024Q3: 427,750 shares 427,750 $24.7M 6.88% -22,823 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; 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; 2024Q3: 247,569 shares 247,569 $16.6M 4.62% +52,759 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; 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; 2024Q3: 146,818 shares 146,818 $14M 3.89% +1,843 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; 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; 2024Q3: 25,441 shares 25,441 $12.4M 3.45% +3,053 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; 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; 2024Q3: 263,087 shares 263,087 $9.15M 2.55% -34,149 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 35,920 shares 35,920 $8.37M 2.33% -308 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 167,400 shares; 2024Q2: 166,757 shares; 2024Q3: 176,453 shares 176,453 $8.32M 2.31% +9,696 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; 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; 2024Q3: 208,404 shares 208,404 $7.59M 2.11% -11,040 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; 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; 2024Q3: 130,768 shares 130,768 $6.82M 1.9% -9,135 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; 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; 2024Q3: 34,430 shares 34,430 $6.42M 1.78% +64 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; 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; 2024Q3: 64,608 shares 64,608 $6.2M 1.72% +12,788 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; 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; 2024Q3: 78,739 shares 78,739 $5.32M 1.48% -34,498 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 11,243 shares 11,243 $4.84M 1.35% +42 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,289 shares 7,289 $4.2M 1.17% +134 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; 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; 2024Q3: 79,926 shares 79,926 $3.95M 1.1% +4,469 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 51,564 shares; 2024Q1: 126,947 shares; 2024Q2: 125,992 shares; 2024Q3: 125,090 shares 125,090 $3.88M 1.08% -902 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 31,978 shares 31,978 $3.88M 1.08% -3,065 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,589 shares 9,589 $3.75M 1.04% -23 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 39,390 shares 39,390 $3.59M 1% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,208 shares; 2023Q2: 2,756 shares; 2023Q3: 2,669 shares; 2023Q4: not reported; 2024Q1: 1,136 shares; 2024Q2: 775 shares; 2024Q3: 60,917 shares 60,917 $3.14M 0.87% +60,142 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 22,144 shares 22,144 $2.79M 0.78% -2,770 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 30,596 shares 30,596 $2.47M 0.69% -100 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,777 shares 5,777 $2.41M 0.67% -955 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; 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; 2024Q3: 76,961 shares 76,961 $2.32M 0.65% -13,169 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; 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; 2024Q3: 13,200 shares 13,200 $2.29M 0.64% +75 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 46,128 shares 46,128 $2.17M 0.6% -71 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 19,775 shares 19,775 $2.13M 0.59% +4,275 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; 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; 2024Q3: 941,258 shares 941,258 $2.06M 0.57% +18,450 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; 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; 2024Q3: 9,641 shares 9,641 $2.03M 0.57% +58 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; 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; 2024Q3: 59,330 shares 59,330 $2M 0.56% +6,758 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 13,142 shares 13,142 $1.99M 0.55% +350 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 162 shares; 2023Q2: 315 shares; 2023Q3: 7,804 shares; 2023Q4: 8,763 shares; 2024Q1: 1,988 shares; 2024Q2: 3,409 shares; 2024Q3: 20,610 shares 20,610 $1.97M 0.55% +17,201 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 20,059 shares; 2023Q4: 20,574 shares; 2024Q1: 21,723 shares; 2024Q2: 23,765 shares; 2024Q3: 25,748 shares 25,748 $1.9M 0.53% +1,983 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35,924 shares 35,924 $1.83M 0.51% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 15,729 shares 15,729 $1.71M 0.48% +220 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,428 shares 9,428 $1.69M 0.47% +2,700 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; 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; 2024Q3: 57,846 shares 57,846 $1.66M 0.46% -2,846 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; 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; 2024Q3: 3,569 shares 3,569 $1.64M 0.46% -27 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; 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; 2024Q3: 2,632 shares 2,632 $1.54M 0.43% +37 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; 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; 2024Q3: 1,707 shares 1,707 $1.51M 0.42% -1 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,589 shares; 2024Q2: 14,662 shares; 2024Q3: 29,676 shares 29,676 $1.47M 0.41% +15,014 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,129 shares 5,129 $1.41M 0.39% +53 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares; 2024Q1: 2 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $1.38M 0.38% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,871 shares 7,871 $1.28M 0.35% +208 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 22,082 shares 22,082 $1.27M 0.35% -11,024 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; 2022Q4: restricted; 2023Q1: 438 shares; 2023Q2: 1,088 shares; 2023Q3: 1,593 shares; 2023Q4: not reported; 2024Q1: 26,662 shares; 2024Q2: 33,317 shares; 2024Q3: 36,836 shares 36,836 $1.26M 0.35% +3,519 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,598 shares 7,598 $1.26M 0.35% +73 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 9,224 shares; 2024Q1: 9,853 shares; 2024Q2: 10,296 shares; 2024Q3: 10,585 shares 10,585 $1.18M 0.33% +289 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; 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; 2024Q3: 13,807 shares 13,807 $1.17M 0.32% +524 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,756 shares 6,756 $1.15M 0.32% +118 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; 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; 2024Q3: 5,408 shares 5,408 $1.12M 0.31% +131 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,007 shares 10,007 $1.12M 0.31% +213 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,681 shares 5,681 $1.08M 0.3% +108 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 31,785 shares 31,785 $1.06M 0.3% +1,165 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; 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; 2024Q3: 20,424 shares 20,424 $1.04M 0.29% -29,755 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; 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; 2024Q3: 15,947 shares 15,947 $1.04M 0.29% +547 IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 14,174 shares 14,174 $1.03M 0.29% +304 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,786 shares 3,786 $991K 0.28% +113 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; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 37 shares; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 6,323 shares; 2024Q2: 9,837 shares; 2024Q3: 10,188 shares 10,188 $956K 0.27% +351 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,795 shares 1,795 $929K 0.26% +27 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,466 shares 1,466 $910K 0.25% +50 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; 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; 2024Q3: 2,202 shares 2,202 $892K 0.25% +77 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; 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; 2024Q3: 52,580 shares 52,580 $883K 0.25% +1,700 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; 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; 2024Q3: 5,262 shares 5,262 $845K 0.24% +145 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,175 shares 7,175 $841K 0.23% -135 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; 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; 2024Q3: 2,326 shares 2,326 $822K 0.23% +68 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 8,161 shares 8,161 $817K 0.23% +336 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,128 shares 1,128 $800K 0.22% -17 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 3,789 shares; 2024Q2: 3,846 shares; 2024Q3: 4,051 shares 4,051 $799K 0.22% +205 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,840 shares 5,840 $798K 0.22% +150 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; 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; 2024Q3: 16,439 shares 16,439 $775K 0.22% +13,270 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,125 shares 5,125 $774K 0.22% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,528 shares 2,528 $770K 0.21% +12 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,171 shares 3,171 $769K 0.21% +129 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; 2022Q4: restricted; 2023Q1: 153 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 196 shares; 2024Q2: 4,275 shares; 2024Q3: 4,378 shares 4,378 $760K 0.21% +103 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; 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; 2024Q3: 12,434 shares 12,434 $744K 0.21% -418 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; 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; 2024Q3: 3,077 shares 3,077 $742K 0.21% +99 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; 2022Q4: restricted; 2023Q1: 829 shares; 2023Q2: 560 shares; 2023Q3: 621 shares; 2023Q4: 689 shares; 2024Q1: 564 shares; 2024Q2: 784 shares; 2024Q3: 801 shares 801 $741K 0.21% +17 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; 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; 2024Q3: 25,689 shares 25,689 $715K 0.2% +718 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; 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; 2024Q3: 9,881 shares 9,881 $712K 0.2% +352 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; 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; 2024Q3: 2,459 shares 2,459 $706K 0.2% +100 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; 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; 2024Q3: 2,541 shares 2,541 $706K 0.2% +103 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; 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; 2024Q3: 2,882 shares 2,882 $692K 0.19% +92 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 220 shares; 2023Q3: 220 shares; 2023Q4: not reported; 2024Q1: 6,363 shares; 2024Q2: 7,296 shares; 2024Q3: 11,261 shares 11,261 $688K 0.19% +3,965 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; 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; 2024Q3: 2,431 shares 2,431 $653K 0.18% +95 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 22 shares; 2024Q3: 2,371 shares 2,371 $643K 0.18% +2,349 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6 shares; 2023Q3: 397 shares; 2023Q4: 453 shares; 2024Q1: 487 shares; 2024Q2: 508 shares; 2024Q3: 326 shares 326 $634K 0.18% -182 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 86 shares; 2023Q3: 86 shares; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 1,599 shares; 2024Q3: 1,642 shares 1,642 $630K 0.18% +43 ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6,078 shares 6,078 $628K 0.17% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,834 shares 1,834 $627K 0.17% -526 Timeline BRKR BRUKER CORP More: the full row for BRUKER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,004 shares 9,004 $622K 0.17% +326 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; 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; 2024Q3: 10,075 shares 10,075 $615K 0.17% -1,000 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; 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; 2024Q3: 9,322 shares 9,322 $576K 0.16% +340 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; 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; 2024Q3: 1,078 shares 1,078 $557K 0.15% +2 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,321 shares 3,321 $555K 0.15% +33 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,786 shares 5,786 $554K 0.15% +77 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; 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; 2024Q3: 2,251 shares 2,251 $548K 0.15% -124 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 9,470 shares 9,470 $544K 0.15% +1,600 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,591 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10,657 shares 10,657 $534K 0.15% new Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,403 shares 6,403 $528K 0.15% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 32,133 shares 32,133 $516K 0.14% +520 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; 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; 2024Q3: 2,335 shares 2,335 $483K 0.13% +16 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,422 shares 2,422 $478K 0.13% -307 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; 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; 2024Q3: 21,573 shares 21,573 $475K 0.13% +1,564 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,707 shares 5,707 $465K 0.13% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,935 shares 3,935 $460K 0.13% -108 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; 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; 2024Q3: 2,545 shares 2,545 $456K 0.13% -48 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; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 957 shares; 2023Q3: 1,102 shares; 2023Q4: 1,180 shares; 2024Q1: 1,170 shares; 2024Q2: 1,149 shares; 2024Q3: 1,139 shares 1,139 $437K 0.12% -10 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 4,657 shares 4,657 $434K 0.12% +132 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; 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; 2024Q3: 2,079 shares 2,079 $429K 0.12% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,053 shares 1,053 $428K 0.12% +31 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; 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; 2024Q3: 11,382 shares 11,382 $425K 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; 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; 2024Q3: 6,010 shares 6,010 $425K 0.12% -36 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 8,998 shares 8,998 $406K 0.11% -1,936 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 4,878 shares; 2024Q3: 10,613 shares 10,613 $403K 0.11% +5,735 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; 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; 2024Q3: 5,648 shares 5,648 $395K 0.11% 0 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; 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; 2024Q3: 2,339 shares 2,339 $392K 0.11% -124 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 16,029 shares 16,029 $376K 0.1% +1,847 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; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 106 shares; 2023Q3: 107 shares; 2023Q4: 91 shares; 2024Q1: 93 shares; 2024Q2: 90 shares; 2024Q3: 89 shares 89 $375K 0.1% -1 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,823 shares 10,823 $371K 0.1% +89 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,915 shares 1,915 $367K 0.1% +42 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,365 shares 3,365 $367K 0.1% -1 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; 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; 2024Q3: 8,781 shares 8,781 $362K 0.1% +305 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; 2022Q4: restricted; 2023Q1: 698 shares; 2023Q2: 704 shares; 2023Q3: 683 shares; 2023Q4: 681 shares; 2024Q1: 651 shares; 2024Q2: 707 shares; 2024Q3: 737 shares 737 $362K 0.1% +30 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; 2022Q4: restricted; 2023Q1: 372 shares; 2023Q2: 501 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 690 shares; 2024Q2: 701 shares; 2024Q3: 627 shares 627 $359K 0.1% -74 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,106 shares 2,106 $359K 0.1% +232 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; 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; 2024Q3: 1,604 shares 1,604 $355K 0.1% -38 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,577 shares 3,577 $351K 0.1% +47 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; 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; 2024Q3: 8,666 shares 8,666 $344K 0.1% -2,831 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; 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; 2024Q3: 3,239 shares 3,239 $344K 0.1% +232 Timeline RUNN STRATEGIC TRUST More: the full row for STRATEGIC TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,895 shares; 2023Q4: not reported; 2024Q1: 5,900 shares; 2024Q2: 9,525 shares; 2024Q3: 10,260 shares 10,260 $343K 0.1% +735 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,005 shares; 2023Q4: 5,760 shares; 2024Q1: 6,160 shares; 2024Q2: 6,435 shares; 2024Q3: 6,666 shares 6,666 $339K 0.09% +231 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; 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; 2024Q3: 36,200 shares 36,200 $335K 0.09% -6,500 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,045 shares 3,045 $333K 0.09% +204 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; 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; 2024Q3: 2,025 shares 2,025 $332K 0.09% +271 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; 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; 2024Q3: 6,273 shares 6,273 $331K 0.09% -665 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; 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; 2024Q3: 2,320 shares 2,320 $330K 0.09% +249 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; 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; 2024Q3: 4,463 shares 4,463 $321K 0.09% +231 Timeline SII SPROTT INC More: the full row for SPROTT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,140 shares 7,140 $309K 0.09% +650 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,884 shares 3,884 $303K 0.08% +453 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,097 shares 5,097 $302K 0.08% -114 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; 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; 2024Q3: 20,496 shares 20,496 $301K 0.08% -4,045 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 201 shares; 2023Q3: 140 shares; 2023Q4: not reported; 2024Q1: 575 shares; 2024Q2: 730 shares; 2024Q3: 2,891 shares 2,891 $301K 0.08% +2,161 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; 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; 2024Q3: 12,971 shares 12,971 $300K 0.08% +283 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,835 shares 2,835 $298K 0.08% +78 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; 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; 2024Q3: 10,200 shares 10,200 $297K 0.08% -4,400 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; 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; 2024Q3: 1,307 shares 1,307 $295K 0.08% 0 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; 2022Q4: restricted; 2023Q1: 695 shares; 2023Q2: 863 shares; 2023Q3: 883 shares; 2023Q4: not reported; 2024Q1: 940 shares; 2024Q2: 1,032 shares; 2024Q3: 1,046 shares 1,046 $284K 0.08% +14 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; 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; 2024Q3: 1,183 shares 1,183 $275K 0.08% -82 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 418 shares; 2023Q2: 558 shares; 2023Q3: 557 shares; 2023Q4: 503 shares; 2024Q1: 533 shares; 2024Q2: 520 shares; 2024Q3: 551 shares 551 $272K 0.08% +31 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; 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; 2024Q3: 12,578 shares 12,578 $271K 0.08% +147 Timeline LDEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,377 shares 5,377 $271K 0.08% +175 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; 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; 2024Q3: 1,435 shares 1,435 $251K 0.07% -23 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,728 shares 2,728 $249K 0.07% -233 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; 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; 2024Q3: 3,183 shares 3,183 $248K 0.07% +1 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; 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; 2024Q3: 23,447 shares 23,447 $245K 0.07% -2,000 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; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 118 shares; 2023Q4: not reported; 2024Q1: 2,607 shares; 2024Q2: 2,958 shares; 2024Q3: 3,658 shares 3,658 $242K 0.07% +700 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 8,339 shares 8,339 $241K 0.07% +2,206 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; 2022Q4: restricted; 2023Q1: 443 shares; 2023Q2: 369 shares; 2023Q3: 361 shares; 2023Q4: not reported; 2024Q1: 4,082 shares; 2024Q2: 4,475 shares; 2024Q3: 6,155 shares 6,155 $241K 0.07% +1,680 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; 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; 2024Q3: 3,246 shares 3,246 $239K 0.07% +351 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 57 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,478 shares; 2024Q2: 1,882 shares; 2024Q3: 2,539 shares 2,539 $229K 0.06% +657 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: 1,275 shares; 2024Q3: 6,451 shares 6,451 $228K 0.06% +5,176 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; 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; 2024Q3: 37,535 shares 37,535 $225K 0.06% -1,200 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,478 shares 2,478 $223K 0.06% +95 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 8,370 shares; 2024Q2: 8,234 shares; 2024Q3: 8,223 shares 8,223 $222K 0.06% -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; 2022Q4: restricted; 2023Q1: 1,943 shares; 2023Q2: 1,990 shares; 2023Q3: 2,046 shares; 2023Q4: 2,203 shares; 2024Q1: 901 shares; 2024Q2: 902 shares; 2024Q3: 902 shares 902 $217K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 93 shares; 2023Q3: 81 shares; 2023Q4: not reported; 2024Q1: 102 shares; 2024Q2: 121 shares; 2024Q3: 1,250 shares 1,250 $216K 0.06% +1,129 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; 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; 2024Q3: 1,887 shares 1,887 $214K 0.06% -397 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,832 shares 5,832 $214K 0.06% -63 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; 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; 2024Q3: 1,704 shares 1,704 $212K 0.06% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 790 shares; 2023Q2: 766 shares; 2023Q3: 784 shares; 2023Q4: not reported; 2024Q1: 841 shares; 2024Q2: 989 shares; 2024Q3: 1,297 shares 1,297 $211K 0.06% +308 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; 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; 2024Q3: 8,553 shares 8,553 $209K 0.06% -500 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; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: not reported; 2024Q1: 3,019 shares; 2024Q2: 3,410 shares; 2024Q3: 4,054 shares 4,054 $209K 0.06% +644 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; 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; 2024Q3: 1,348 shares 1,348 $208K 0.06% 0 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,379 shares 2,379 $208K 0.06% -93 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,500 shares 3,500 $207K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,834 shares 1,834 $207K 0.06% -574 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; 2022Q4: restricted; 2023Q1: 385 shares; 2023Q2: 385 shares; 2023Q3: 386 shares; 2023Q4: not reported; 2024Q1: 3,956 shares; 2024Q2: 4,481 shares; 2024Q3: 5,024 shares 5,024 $207K 0.06% +543 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 275 shares; 2023Q4: not reported; 2024Q1: 7,094 shares; 2024Q2: 7,313 shares; 2024Q3: 7,506 shares 7,506 $206K 0.06% +193 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; 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; 2024Q3: 1,016 shares 1,016 $204K 0.06% -12 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; 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; 2024Q3: 1,005 shares 1,005 $198K 0.06% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,295 shares 1,295 $197K 0.05% +35 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; 2022Q4: restricted; 2023Q1: 273 shares; 2023Q2: 325 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 293 shares; 2024Q2: 299 shares; 2024Q3: 336 shares 336 $196K 0.05% +37 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; 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; 2024Q3: 2,421 shares 2,421 $195K 0.05% -196 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 1,153 shares; 2024Q2: 1,461 shares; 2024Q3: 1,658 shares 1,658 $195K 0.05% +197 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; 2022Q4: restricted; 2023Q1: 91 shares; 2023Q2: 174 shares; 2023Q3: 196 shares; 2023Q4: 317 shares; 2024Q1: 209 shares; 2024Q2: 216 shares; 2024Q3: 218 shares 218 $194K 0.05% +2 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; 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; 2024Q3: 3,700 shares 3,700 $193K 0.05% +1,000 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; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 963 shares; 2023Q3: 1,382 shares; 2023Q4: not reported; 2024Q1: 1,505 shares; 2024Q2: 1,679 shares; 2024Q3: 2,262 shares 2,262 $191K 0.05% +583 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 655 shares; 2024Q2: 677 shares; 2024Q3: 691 shares 691 $191K 0.05% +14 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 923 shares; 2023Q2: 923 shares; 2023Q3: 923 shares; 2023Q4: not reported; 2024Q1: 967 shares; 2024Q2: 1,016 shares; 2024Q3: 1,018 shares 1,018 $191K 0.05% +2 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; 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; 2024Q3: 1,648 shares 1,648 $190K 0.05% +93 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; 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; 2024Q3: 3,646 shares 3,646 $189K 0.05% +63 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; 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; 2024Q3: 2,917 shares 2,917 $188K 0.05% 0 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 5,158 shares 5,158 $188K 0.05% -199 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 910 shares; 2023Q2: 871 shares; 2023Q3: 1,150 shares; 2023Q4: not reported; 2024Q1: 1,264 shares; 2024Q2: 1,283 shares; 2024Q3: 1,264 shares 1,264 $186K 0.05% -19 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; 2022Q4: restricted; 2023Q1: 154 shares; 2023Q2: 154 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,998 shares; 2024Q2: 6,300 shares; 2024Q3: 6,282 shares 6,282 $183K 0.05% -18 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,506 shares 1,506 $182K 0.05% -98 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; 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; 2024Q3: 2,878 shares 2,878 $180K 0.05% 0 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; 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; 2024Q3: 4,578 shares 4,578 $179K 0.05% +2,236 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,718 shares 1,718 $178K 0.05% +117 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; 2022Q4: restricted; 2023Q1: 650 shares; 2023Q2: 656 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 924 shares; 2024Q2: 792 shares; 2024Q3: 713 shares 713 $177K 0.05% -79 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,409 shares 1,409 $177K 0.05% +257 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,688 shares; 2023Q2: 1,547 shares; 2023Q3: 1,529 shares; 2023Q4: not reported; 2024Q1: 869 shares; 2024Q2: 858 shares; 2024Q3: 857 shares 857 $174K 0.05% -1 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 7,314 shares 7,314 $172K 0.05% -182 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 502 shares; 2023Q2: 496 shares; 2023Q3: 501 shares; 2023Q4: not reported; 2024Q1: 541 shares; 2024Q2: 489 shares; 2024Q3: 468 shares 468 $169K 0.05% -21 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,087 shares; 2024Q2: 1,156 shares; 2024Q3: 3,101 shares 3,101 $166K 0.05% +1,945 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; 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; 2024Q3: 3,339 shares 3,339 $166K 0.05% +15 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; 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; 2024Q3: 1,844 shares 1,844 $164K 0.05% +123 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; 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; 2024Q3: 4,342 shares 4,342 $162K 0.04% +835 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,061 shares 3,061 $161K 0.04% -20 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; 2022Q4: restricted; 2023Q1: 182 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: 332 shares; 2024Q1: 182 shares; 2024Q2: 182 shares; 2024Q3: 139 shares 139 $160K 0.04% -43 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; 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; 2024Q3: 2,627 shares 2,627 $159K 0.04% +392 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; 2022Q4: restricted; 2023Q1: 580 shares; 2023Q2: 580 shares; 2023Q3: 580 shares; 2023Q4: not reported; 2024Q1: 580 shares; 2024Q2: 580 shares; 2024Q3: 580 shares 580 $158K 0.04% 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; 2022Q4: restricted; 2023Q1: 887 shares; 2023Q2: 1,226 shares; 2023Q3: 1,546 shares; 2023Q4: not reported; 2024Q1: 1,745 shares; 2024Q2: 1,441 shares; 2024Q3: 1,357 shares 1,357 $155K 0.04% -84 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,452 shares 1,452 $154K 0.04% +31 Timeline IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,260 shares 3,260 $153K 0.04% -369 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,813 shares; 2023Q3: 4,813 shares; 2023Q4: not reported; 2024Q1: 4,813 shares; 2024Q2: 4,813 shares; 2024Q3: 4,813 shares 4,813 $153K 0.04% 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; 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; 2024Q3: 3,433 shares 3,433 $153K 0.04% +1,000 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; 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; 2024Q3: 4,030 shares 4,030 $151K 0.04% +721 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,300 shares 3,300 $151K 0.04% 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; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: 666 shares; 2023Q3: 648 shares; 2023Q4: not reported; 2024Q1: 440 shares; 2024Q2: 468 shares; 2024Q3: 554 shares 554 $150K 0.04% +86 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; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: 252 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 419 shares; 2024Q2: 420 shares; 2024Q3: 433 shares 433 $150K 0.04% +13 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; 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; 2024Q3: 1,540 shares 1,540 $148K 0.04% +23 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; 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; 2024Q3: 3,199 shares 3,199 $144K 0.04% +553 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; 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; 2024Q3: 1,296 shares 1,296 $143K 0.04% +18 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,546 shares; 2024Q2: 5,371 shares; 2024Q3: 5,519 shares 5,519 $143K 0.04% +148 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; 2022Q4: restricted; 2023Q1: 978 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 1,025 shares; 2024Q2: 885 shares; 2024Q3: 674 shares 674 $136K 0.04% -211 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; 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; 2024Q3: 4,275 shares 4,275 $136K 0.04% +1,494 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,200 shares 2,200 $133K 0.04% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,213 shares 1,213 $133K 0.04% +172 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 710 shares; 2023Q2: 1,177 shares; 2023Q3: 905 shares; 2023Q4: not reported; 2024Q1: 1,046 shares; 2024Q2: 1,107 shares; 2024Q3: 1,107 shares 1,107 $132K 0.04% 0 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; 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; 2024Q3: 1,148 shares 1,148 $130K 0.04% -380 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 203 shares; 2024Q2: 207 shares; 2024Q3: 628 shares 628 $129K 0.04% +421 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; 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; 2024Q3: 5,143 shares 5,143 $129K 0.04% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 6,309 shares 6,309 $129K 0.04% -810 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; 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; 2024Q3: 5,000 shares 5,000 $127K 0.04% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 863 shares; 2023Q3: 833 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 766 shares; 2024Q3: 958 shares 958 $126K 0.04% +192 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; 2022Q4: restricted; 2023Q1: 130 shares; 2023Q2: 667 shares; 2023Q3: 667 shares; 2023Q4: not reported; 2024Q1: 628 shares; 2024Q2: 628 shares; 2024Q3: 628 shares 628 $126K 0.04% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 907 shares; 2023Q2: 941 shares; 2023Q3: 997 shares; 2023Q4: not reported; 2024Q1: 1,019 shares; 2024Q2: 1,024 shares; 2024Q3: 1,394 shares 1,394 $122K 0.03% +370 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; 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; 2024Q3: 4,084 shares 4,084 $121K 0.03% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 334 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 353 shares; 2024Q2: 328 shares; 2024Q3: 374 shares 374 $121K 0.03% +46 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; 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; 2024Q3: 1,050 shares 1,050 $119K 0.03% -75 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; 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; 2024Q3: 4,512 shares 4,512 $117K 0.03% +37 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 197 shares; 2023Q2: 473 shares; 2023Q3: 703 shares; 2023Q4: not reported; 2024Q1: 715 shares; 2024Q2: 643 shares; 2024Q3: 646 shares 646 $116K 0.03% +3 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; 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; 2024Q3: 2,108 shares 2,108 $115K 0.03% -86 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; 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; 2024Q3: 1,922 shares 1,922 $114K 0.03% +81 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; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 102 shares; 2023Q4: not reported; 2024Q1: 267 shares; 2024Q2: 289 shares; 2024Q3: 408 shares 408 $114K 0.03% +119 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22 shares; 2023Q2: 820 shares; 2023Q3: 700 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 50 shares; 2024Q3: 1,348 shares 1,348 $114K 0.03% +1,298 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; 2022Q4: restricted; 2023Q1: 155 shares; 2023Q2: 855 shares; 2023Q3: 1,055 shares; 2023Q4: not reported; 2024Q1: 2,978 shares; 2024Q2: 4,510 shares; 2024Q3: 4,217 shares 4,217 $114K 0.03% -293 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; 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; 2024Q3: 1,354 shares 1,354 $114K 0.03% +130 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 254 shares; 2023Q2: 360 shares; 2023Q3: 228 shares; 2023Q4: not reported; 2024Q1: 453 shares; 2024Q2: 411 shares; 2024Q3: 412 shares 412 $113K 0.03% +1 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,426 shares; 2023Q3: 1,426 shares; 2023Q4: not reported; 2024Q1: 1,482 shares; 2024Q2: 1,876 shares; 2024Q3: 1,876 shares 1,876 $112K 0.03% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,895 shares 1,895 $111K 0.03% +5 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; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: 113 shares; 2023Q3: 76 shares; 2023Q4: not reported; 2024Q1: 156 shares; 2024Q2: 166 shares; 2024Q3: 217 shares 217 $107K 0.03% +51 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; 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; 2024Q3: 1,350 shares 1,350 $105K 0.03% -143 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; 2022Q4: restricted; 2023Q1: 219 shares; 2023Q2: 219 shares; 2023Q3: 252 shares; 2023Q4: not reported; 2024Q1: 349 shares; 2024Q2: 339 shares; 2024Q3: 380 shares 380 $105K 0.03% +41 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 514 shares; 2024Q2: 765 shares; 2024Q3: 805 shares 805 $105K 0.03% +40 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 374 shares; 2024Q2: 431 shares; 2024Q3: 645 shares 645 $105K 0.03% +214 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 107 shares; 2023Q2: 107 shares; 2023Q3: 107 shares; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 8 shares; 2024Q3: 274 shares 274 $103K 0.03% +266 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; 2022Q4: restricted; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: not reported; 2024Q1: 903 shares; 2024Q2: 702 shares; 2024Q3: 702 shares 702 $102K 0.03% 0 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; 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; 2024Q3: 15,740 shares 15,740 $99.9K 0.03% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,950 shares 1,950 $99.5K 0.03% +62 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 678 shares; 2023Q2: 680 shares; 2023Q3: 680 shares; 2023Q4: not reported; 2024Q1: 806 shares; 2024Q2: 772 shares; 2024Q3: 786 shares 786 $99.2K 0.03% +14 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 85 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $96.7K 0.03% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 16,100 shares 16,100 $96.6K 0.03% -2,000 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; 2022Q4: restricted; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 184 shares; 2023Q4: not reported; 2024Q1: 259 shares; 2024Q2: 262 shares; 2024Q3: 364 shares 364 $94.6K 0.03% +102 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 1,698 shares; 2023Q3: 1,715 shares; 2023Q4: not reported; 2024Q1: 1,305 shares; 2024Q2: 1,232 shares; 2024Q3: 1,039 shares 1,039 $91.9K 0.03% -193 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,863 shares; 2023Q2: 349 shares; 2023Q3: 349 shares; 2023Q4: not reported; 2024Q1: 355 shares; 2024Q2: 439 shares; 2024Q3: 599 shares 599 $91.8K 0.03% +160 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 1,272 shares; 2024Q3: 1,649 shares 1,649 $90.6K 0.03% +377 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; 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; 2024Q3: 60,800 shares 60,800 $90.6K 0.03% -2,000 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; 2022Q4: restricted; 2023Q1: 354 shares; 2023Q2: 418 shares; 2023Q3: 419 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 329 shares; 2024Q3: 273 shares 273 $90.5K 0.03% -56 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; 2022Q4: restricted; 2023Q1: 541 shares; 2023Q2: 826 shares; 2023Q3: 826 shares; 2023Q4: not reported; 2024Q1: 1,129 shares; 2024Q2: 1,136 shares; 2024Q3: 1,065 shares 1,065 $89.2K 0.02% -71 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; 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; 2024Q3: 1,651 shares 1,651 $87.9K 0.02% -17 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; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 851 shares; 2023Q3: 1,318 shares; 2023Q4: not reported; 2024Q1: 1,449 shares; 2024Q2: 1,458 shares; 2024Q3: 1,458 shares 1,458 $87.1K 0.02% 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; 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; 2024Q3: 4,000 shares 4,000 $87K 0.02% -1,200 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; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 77 shares; 2024Q3: 80 shares 80 $83.1K 0.02% +3 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; 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; 2024Q3: 2,772 shares 2,772 $82.7K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 61 shares; 2024Q3: 102 shares 102 $82.6K 0.02% +41 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,001 shares; 2023Q2: 291 shares; 2023Q3: 343 shares; 2023Q4: not reported; 2024Q1: 513 shares; 2024Q2: 490 shares; 2024Q3: 528 shares 528 $82.2K 0.02% +38 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,165 shares; 2024Q3: 1,174 shares 1,174 $81.9K 0.02% +9 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; 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; 2024Q3: 2,224 shares 2,224 $80.4K 0.02% +149 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,010 shares 1,010 $78.9K 0.02% -71 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 806 shares 806 $78.6K 0.02% -911 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; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 700 shares; 2023Q3: 731 shares; 2023Q4: not reported; 2024Q1: 747 shares; 2024Q2: 751 shares; 2024Q3: 753 shares 753 $78.2K 0.02% +2 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 990 shares; 2023Q2: 990 shares; 2023Q3: 990 shares; 2023Q4: not reported; 2024Q1: 990 shares; 2024Q2: 990 shares; 2024Q3: 990 shares 990 $76.6K 0.02% 0 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 211 shares; 2024Q3: 1,718 shares 1,718 $76.3K 0.02% +1,507 Timeline OSIS OSI SYSTEMS INC More: the full row for OSI SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $75.9K 0.02% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,633 shares 2,633 $74.8K 0.02% 0 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; 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; 2024Q3: 2,578 shares 2,578 $73.1K 0.02% +260 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 173 shares; 2024Q2: 189 shares; 2024Q3: 225 shares 225 $72.9K 0.02% +36 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,039 shares; 2023Q4: not reported; 2024Q1: 1,039 shares; 2024Q2: 1,039 shares; 2024Q3: 1,039 shares 1,039 $72.8K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 305 shares; 2023Q2: 382 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 261 shares; 2024Q2: 252 shares; 2024Q3: 252 shares 252 $72.7K 0.02% 0 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,511 shares 1,511 $70.2K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,524 shares; 2024Q2: 2,373 shares; 2024Q3: 2,657 shares 2,657 $69.8K 0.02% +284 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; 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; 2024Q3: 3,300 shares 3,300 $68.9K 0.02% -300 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; 2022Q4: restricted; 2023Q1: 1,813 shares; 2023Q2: 389 shares; 2023Q3: 389 shares; 2023Q4: not reported; 2024Q1: 310 shares; 2024Q2: 387 shares; 2024Q3: 569 shares 569 $66.9K 0.02% +182 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,771 shares; 2024Q2: 4,927 shares; 2024Q3: 1,632 shares 1,632 $66.1K 0.02% -3,295 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; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 48 shares; 2023Q3: 245 shares; 2023Q4: not reported; 2024Q1: 379 shares; 2024Q2: 315 shares; 2024Q3: 124 shares 124 $65.3K 0.02% -191 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 177 shares; 2023Q2: 152 shares; 2023Q3: 169 shares; 2023Q4: not reported; 2024Q1: 282 shares; 2024Q2: 316 shares; 2024Q3: 380 shares 380 $64.6K 0.02% +64 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; 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; 2024Q3: 10,500 shares 10,500 $63.9K 0.02% +2,000 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 1,038 shares; 2024Q2: 1,195 shares; 2024Q3: 1,112 shares 1,112 $63.7K 0.02% -83 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 390 shares; 2024Q2: 716 shares; 2024Q3: 1,270 shares 1,270 $63.3K 0.02% +554 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 76 shares; 2024Q2: 76 shares; 2024Q3: 76 shares 76 $63.3K 0.02% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,600 shares; 2024Q2: 3,923 shares; 2024Q3: 3,923 shares 3,923 $63K 0.02% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 207 shares; 2023Q2: 164 shares; 2023Q3: 109 shares; 2023Q4: not reported; 2024Q1: 981 shares; 2024Q2: 972 shares; 2024Q3: 953 shares 953 $62.9K 0.02% -19 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; 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; 2024Q3: 1,314 shares 1,314 $62.5K 0.02% -75 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; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 202 shares; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 142 shares; 2024Q3: 511 shares 511 $61.9K 0.02% +369 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; 2022Q4: restricted; 2023Q1: 308 shares; 2023Q2: 378 shares; 2023Q3: 378 shares; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 380 shares; 2024Q3: 502 shares 502 $61.7K 0.02% +122 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; 2022Q4: restricted; 2023Q1: 128 shares; 2023Q2: 128 shares; 2023Q3: 128 shares; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 137 shares; 2024Q3: 137 shares 137 $61.6K 0.02% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 787 shares; 2023Q2: 719 shares; 2023Q3: 675 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 544 shares; 2024Q3: 656 shares 656 $61.4K 0.02% +112 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; 2022Q4: restricted; 2023Q1: 368 shares; 2023Q2: 970 shares; 2023Q3: 955 shares; 2023Q4: not reported; 2024Q1: 1,445 shares; 2024Q2: 1,521 shares; 2024Q3: 947 shares 947 $61.4K 0.02% -574 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 430 shares; 2023Q2: 702 shares; 2023Q3: 1,079 shares; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 737 shares; 2024Q3: 737 shares 737 $61.3K 0.02% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 500 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $61.2K 0.02% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 436 shares; 2023Q2: 1,761 shares; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: 1,795 shares; 2024Q2: 1,183 shares; 2024Q3: 1,461 shares 1,461 $61K 0.02% +278 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 2,282 shares 2,282 $60.9K 0.02% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,085 shares; 2023Q2: 1,337 shares; 2023Q3: 1,326 shares; 2023Q4: not reported; 2024Q1: 774 shares; 2024Q2: 891 shares; 2024Q3: 672 shares 672 $60.5K 0.02% -219 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; 2022Q4: restricted; 2023Q1: 550 shares; 2023Q2: 1,217 shares; 2023Q3: 1,436 shares; 2023Q4: not reported; 2024Q1: 1,523 shares; 2024Q2: 1,867 shares; 2024Q3: 1,062 shares 1,062 $60K 0.02% -805 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 75 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 830 shares 830 $59.6K 0.02% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 55 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,210 shares 1,210 $59.3K 0.02% new 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; 2022Q4: restricted; 2023Q1: 39,974 shares; 2023Q2: 40,987 shares; 2023Q3: 42,325 shares; 2023Q4: 41,521 shares; 2024Q1: 980 shares; 2024Q2: 980 shares; 2024Q3: 980 shares 980 $59.2K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,278 shares 1,278 $58.6K 0.02% -461 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,100 shares; 2024Q3: 1,100 shares 1,100 $57.2K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 107 shares; 2024Q3: 115 shares 115 $56.9K 0.02% +8 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 811 shares; 2023Q2: 928 shares; 2023Q3: 1,026 shares; 2023Q4: not reported; 2024Q1: 2,111 shares; 2024Q2: 745 shares; 2024Q3: 561 shares 561 $56.8K 0.02% -184 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; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 4,960 shares; 2023Q3: 5,012 shares; 2023Q4: not reported; 2024Q1: 2,041 shares; 2024Q2: 2,041 shares; 2024Q3: 1,107 shares 1,107 $56.4K 0.02% -934 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; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,076 shares; 2023Q3: 662 shares; 2023Q4: not reported; 2024Q1: 676 shares; 2024Q2: 399 shares; 2024Q3: 402 shares 402 $56.2K 0.02% +3 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; 2022Q4: restricted; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 735 shares; 2024Q2: 743 shares; 2024Q3: 775 shares 775 $55.9K 0.02% +32 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; 2022Q4: restricted; 2023Q1: 120 shares; 2023Q2: 18 shares; 2023Q3: 18 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 39 shares; 2024Q3: 118 shares 118 $55.4K 0.02% +79 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; 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; 2024Q3: 1,090 shares 1,090 $55K 0.02% -400 Timeline FTSL FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 31 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,188 shares 1,188 $54.5K 0.02% new Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 277 shares; 2023Q2: 277 shares; 2023Q3: 1,385 shares; 2023Q4: not reported; 2024Q1: 1,340 shares; 2024Q2: 1,340 shares; 2024Q3: 1,340 shares 1,340 $54.4K 0.02% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 3,454 shares 3,454 $53.6K 0.01% +32 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; 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; 2024Q3: 227 shares 227 $53.1K 0.01% -1,000 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; 2022Q4: restricted; 2023Q1: 202 shares; 2023Q2: 202 shares; 2023Q3: 202 shares; 2023Q4: not reported; 2024Q1: 220 shares; 2024Q2: 220 shares; 2024Q3: 218 shares 218 $53K 0.01% -2 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: 333 shares; 2023Q3: 334 shares; 2023Q4: not reported; 2024Q1: 435 shares; 2024Q2: 541 shares; 2024Q3: 488 shares 488 $50.8K 0.01% -53 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; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 621 shares; 2024Q2: 631 shares; 2024Q3: 653 shares 653 $50.4K 0.01% +22 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; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: 533 shares; 2023Q3: 533 shares; 2023Q4: not reported; 2024Q1: 280 shares; 2024Q2: 314 shares; 2024Q3: 340 shares 340 $50.3K 0.01% +26 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; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 538 shares; 2023Q3: 910 shares; 2023Q4: not reported; 2024Q1: 468 shares; 2024Q2: 464 shares; 2024Q3: 391 shares 391 $50.1K 0.01% -73 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 224 shares; 2023Q2: 224 shares; 2023Q3: 224 shares; 2023Q4: not reported; 2024Q1: 230 shares; 2024Q2: 183 shares; 2024Q3: 183 shares 183 $50K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 280 shares; 2023Q2: 296 shares; 2023Q3: 301 shares; 2023Q4: not reported; 2024Q1: 136 shares; 2024Q2: 139 shares; 2024Q3: 169 shares 169 $49.2K 0.01% +30 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; 2022Q4: restricted; 2023Q1: 693 shares; 2023Q2: 693 shares; 2023Q3: 693 shares; 2023Q4: not reported; 2024Q1: 693 shares; 2024Q2: 693 shares; 2024Q3: 693 shares 693 $48.7K 0.01% 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; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 1,033 shares; 2023Q3: 4,033 shares; 2023Q4: not reported; 2024Q1: 4,163 shares; 2024Q2: 4,401 shares; 2024Q3: 4,401 shares 4,401 $48.3K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 329 shares; 2024Q2: 433 shares; 2024Q3: 418 shares 418 $48.1K 0.01% -15 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 131 shares; 2024Q3: 363 shares 363 $45.3K 0.01% +232 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,225 shares; 2024Q3: 1,225 shares 1,225 $45K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,412 shares 1,412 $44.3K 0.01% -251 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: 70 shares; 2023Q3: 135 shares; 2023Q4: not reported; 2024Q1: 201 shares; 2024Q2: 201 shares; 2024Q3: 118 shares 118 $44.3K 0.01% -83 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; 2022Q4: restricted; 2023Q1: 68 shares; 2023Q2: 129 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 68 shares; 2024Q3: 71 shares 71 $44K 0.01% +3 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 405 shares; 2024Q2: 405 shares; 2024Q3: 1,206 shares 1,206 $43.6K 0.01% +801 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; 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; 2024Q3: 1,000 shares 1,000 $43.6K 0.01% -285 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; 2022Q4: restricted; 2023Q1: 145 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: not reported; 2024Q1: 183 shares; 2024Q2: 191 shares; 2024Q3: 210 shares 210 $43.3K 0.01% +19 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 731 shares 731 $43.3K 0.01% +631 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,108 shares; 2023Q4: not reported; 2024Q1: 443 shares; 2024Q2: 432 shares; 2024Q3: 389 shares 389 $43K 0.01% -43 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 86 shares; 2023Q3: 34 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 421 shares 421 $42.9K 0.01% new Timeline PTLC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,907 shares; 2023Q2: 1,563 shares; 2023Q3: 1,315 shares; 2023Q4: not reported; 2024Q1: 800 shares; 2024Q2: 800 shares; 2024Q3: 800 shares 800 $42K 0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 207 shares; 2024Q2: 213 shares; 2024Q3: 263 shares 263 $41.8K 0.01% +50 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 291 shares; 2023Q2: 1,470 shares; 2023Q3: 1,470 shares; 2023Q4: not reported; 2024Q1: 457 shares; 2024Q2: 457 shares; 2024Q3: 457 shares 457 $41.3K 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; 2022Q4: restricted; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 179 shares; 2024Q3: 179 shares 179 $41.3K 0.01% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 307 shares; 2023Q2: 366 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 524 shares; 2024Q2: 238 shares; 2024Q3: 167 shares 167 $41.2K 0.01% -71 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; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: 160 shares; 2024Q3: 303 shares 303 $40.9K 0.01% +143 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; 2022Q4: restricted; 2023Q1: 1,345 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 320 shares; 2024Q2: 418 shares; 2024Q3: 448 shares 448 $40.8K 0.01% +30 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; 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; 2024Q3: 1,211 shares 1,211 $40.7K 0.01% 0 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; 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; 2024Q3: 1,238 shares 1,238 $40.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 305 shares; 2024Q2: 305 shares; 2024Q3: 338 shares 338 $40.2K 0.01% +33 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; 2022Q4: restricted; 2023Q1: 853 shares; 2023Q2: 4,183 shares; 2023Q3: 4,465 shares; 2023Q4: not reported; 2024Q1: 1,433 shares; 2024Q2: 1,130 shares; 2024Q3: 837 shares 837 $40K 0.01% -293 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,144 shares; 2023Q2: 1,180 shares; 2023Q3: 895 shares; 2023Q4: not reported; 2024Q1: 999 shares; 2024Q2: 969 shares; 2024Q3: 1,151 shares 1,151 $40K 0.01% +182 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 449 shares 449 $39.9K 0.01% -600 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 44 shares; 2024Q3: 83 shares 83 $39.4K 0.01% +39 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; 2022Q4: restricted; 2023Q1: 1,310 shares; 2023Q2: 1,500 shares; 2023Q3: 1,467 shares; 2023Q4: not reported; 2024Q1: 475 shares; 2024Q2: 445 shares; 2024Q3: 448 shares 448 $39.4K 0.01% +3 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 163 shares; 2024Q3: 203 shares 203 $39.4K 0.01% +40 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; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 61 shares; 2024Q2: 405 shares; 2024Q3: 520 shares 520 $39.1K 0.01% +115 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 346 shares; 2023Q4: not reported; 2024Q1: 346 shares; 2024Q2: 607 shares; 2024Q3: 715 shares 715 $39.1K 0.01% +108 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; 2022Q4: restricted; 2023Q1: 842 shares; 2023Q2: 872 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 617 shares; 2024Q2: 650 shares; 2024Q3: 679 shares 679 $38.9K 0.01% +29 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 275 shares 275 $38.6K 0.01% -25 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; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 121 shares; 2023Q3: 121 shares; 2023Q4: not reported; 2024Q1: 123 shares; 2024Q2: 127 shares; 2024Q3: 82 shares 82 $38.1K 0.01% -45 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 22 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 42 shares; 2024Q2: 45 shares; 2024Q3: 42 shares 42 $37.6K 0.01% -3 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; 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; 2024Q3: 2,150 shares 2,150 $37.3K 0.01% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 205 shares; 2023Q2: 205 shares; 2023Q3: 205 shares; 2023Q4: not reported; 2024Q1: 283 shares; 2024Q2: 261 shares; 2024Q3: 307 shares 307 $37.3K 0.01% +46 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; 2022Q4: restricted; 2023Q1: 411 shares; 2023Q2: 414 shares; 2023Q3: 414 shares; 2023Q4: not reported; 2024Q1: 626 shares; 2024Q2: 643 shares; 2024Q3: 432 shares 432 $37.1K 0.01% -211 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; 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; 2024Q3: 1,500 shares 1,500 $36.8K 0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,142 shares 1,142 $36.3K 0.01% -746 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 526 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 22 shares; 2024Q3: 212 shares 212 $35.7K 0.01% +190 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 672 shares; 2023Q3: 672 shares; 2023Q4: not reported; 2024Q1: 648 shares; 2024Q2: 667 shares; 2024Q3: 667 shares 667 $35.7K 0.01% 0 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 8,000 shares 8,000 $35K 0.01% -3,250 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 80 shares; 2024Q2: 123 shares; 2024Q3: 123 shares 123 $34.9K 0.01% 0 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; 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; 2024Q3: 2,000 shares 2,000 $34.7K 0.01% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 232 shares; 2024Q3: 241 shares 241 $34.6K 0.01% +9 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 263 shares; 2023Q2: 113 shares; 2023Q3: 113 shares; 2023Q4: not reported; 2024Q1: 362 shares; 2024Q2: 176 shares; 2024Q3: 183 shares 183 $34.5K 0.01% +7 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 84 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 392 shares 392 $34K 0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 274 shares; 2024Q2: 237 shares; 2024Q3: 226 shares 226 $34K 0.01% -11 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,160 shares 1,160 $33.7K 0.01% -19 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 724 shares; 2023Q2: 1,226 shares; 2023Q3: 1,226 shares; 2023Q4: not reported; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $33.5K 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; 2022Q4: restricted; 2023Q1: 119 shares; 2023Q2: 188 shares; 2023Q3: 188 shares; 2023Q4: not reported; 2024Q1: 627 shares; 2024Q2: 624 shares; 2024Q3: 624 shares 624 $33.5K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 170 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 184 shares; 2024Q3: 204 shares 204 $33.5K 0.01% +20 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,008 shares 1,008 $33.3K 0.01% -21 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 123 shares; 2024Q3: 131 shares 131 $33.2K 0.01% +8 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 91 shares; 2024Q2: 91 shares; 2024Q3: 318 shares 318 $33.1K 0.01% +227 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: not reported; 2024Q1: 44 shares; 2024Q2: 64 shares; 2024Q3: 126 shares 126 $33K 0.01% +62 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 593 shares 593 $32.9K 0.01% new Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 642 shares 642 $32.8K 0.01% new Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 109 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 157 shares; 2024Q2: 151 shares; 2024Q3: 240 shares 240 $32.7K 0.01% +89 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 79 shares; 2024Q3: 240 shares 240 $32.6K 0.01% +161 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 708 shares; 2024Q3: 867 shares 867 $32.6K 0.01% +159 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: not reported; 2024Q1: 5 shares; 2024Q2: 168 shares; 2024Q3: 563 shares 563 $32.4K 0.01% +395 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 375 shares; 2023Q2: 374 shares; 2023Q3: 374 shares; 2023Q4: not reported; 2024Q1: 397 shares; 2024Q2: 222 shares; 2024Q3: 241 shares 241 $32.3K 0.01% +19 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 10 shares; 2024Q3: 84 shares 84 $32.1K 0.01% +74 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; 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; 2024Q3: 4,789 shares 4,789 $31.9K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 296 shares; 2024Q3: 371 shares 371 $31.8K 0.01% +75 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 197 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,090 shares 1,090 $31.8K 0.01% new Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 89 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 854 shares 854 $31.5K 0.01% new Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 269 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 637 shares; 2024Q2: 851 shares; 2024Q3: 622 shares 622 $31.1K 0.01% -229 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 238 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 749 shares 749 $30.8K 0.01% new 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; 2022Q4: restricted; 2023Q1: 143 shares; 2023Q2: 123 shares; 2023Q3: 62 shares; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 183 shares; 2024Q3: 321 shares 321 $30.8K 0.01% +138 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,598 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 849 shares; 2024Q3: 855 shares 855 $30.7K 0.01% +6 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; 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; 2024Q3: 1,016 shares 1,016 $30.1K 0.01% +1 Timeline CRBG COREBRIDGE FINL INC More: the full row for COREBRIDGE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 162 shares; 2024Q2: 327 shares; 2024Q3: 1,025 shares 1,025 $29.9K 0.01% +698 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 274 shares; 2023Q2: 320 shares; 2023Q3: 381 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 302 shares; 2024Q3: 267 shares 267 $29.5K 0.01% -35 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 195 shares; 2023Q2: 195 shares; 2023Q3: 195 shares; 2023Q4: not reported; 2024Q1: 525 shares; 2024Q2: 590 shares; 2024Q3: 1,468 shares 1,468 $29.4K 0.01% +878 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 101 shares; 2024Q2: 285 shares; 2024Q3: 285 shares 285 $29.4K 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; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $29.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 365 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $29.3K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 78 shares; 2024Q2: 83 shares; 2024Q3: 103 shares 103 $29K 0.01% +20 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; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 58 shares; 2024Q2: 47 shares; 2024Q3: 67 shares 67 $28.8K 0.01% +20 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 650 shares; 2024Q3: 650 shares 650 $28.8K 0.01% 0 Timeline FALN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,051 shares 1,051 $28.7K 0.01% -1 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; 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; 2024Q3: 1,000 shares 1,000 $28.2K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 446 shares; 2023Q2: 481 shares; 2023Q3: 481 shares; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 556 shares; 2024Q3: 379 shares 379 $28K 0.01% -177 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; 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; 2024Q3: 3,370 shares 3,370 $27.8K 0.01% -142 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; 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; 2024Q3: 760 shares 760 $27.7K 0.01% -75,688 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 437 shares; 2024Q2: 347 shares; 2024Q3: 604 shares 604 $27.6K 0.01% +257 Timeline SFY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,316 shares 1,316 $27.3K 0.01% new Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 221 shares 221 $27.3K 0.01% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 386 shares; 2023Q3: 423 shares; 2023Q4: 412 shares; 2024Q1: 88 shares; 2024Q2: 72 shares; 2024Q3: 54 shares 54 $27.3K 0.01% -18 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 1,474 shares 1,474 $27.2K 0.01% -349 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 576 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 384 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $26.6K 0.01% 0 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 28 shares 28 $26.6K 0.01% new Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 554 shares; 2023Q2: 554 shares; 2023Q3: 554 shares; 2023Q4: not reported; 2024Q1: 594 shares; 2024Q2: 610 shares; 2024Q3: 653 shares 653 $26.5K 0.01% +43 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 64 shares; 2024Q3: 221 shares 221 $26.2K 0.01% +157 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares 712 $26K 0.01% 0 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,147 shares; 2023Q2: 1,455 shares; 2023Q3: 1,439 shares; 2023Q4: not reported; 2024Q1: 583 shares; 2024Q2: 583 shares; 2024Q3: 583 shares 583 $25.3K 0.01% 0 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; 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; 2024Q3: 1,800 shares 1,800 $25.3K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: not reported; 2024Q1: 70 shares; 2024Q2: 111 shares; 2024Q3: 167 shares 167 $25K 0.01% +56 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 87 shares; 2023Q3: 87 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 99 shares; 2024Q3: 102 shares 102 $24.9K 0.01% +3 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; 2022Q4: restricted; 2023Q1: 388 shares; 2023Q2: 388 shares; 2023Q3: 388 shares; 2023Q4: not reported; 2024Q1: 704 shares; 2024Q2: 542 shares; 2024Q3: 542 shares 542 $24.7K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 108 shares; 2023Q2: 108 shares; 2023Q3: 108 shares; 2023Q4: not reported; 2024Q1: 124 shares; 2024Q2: 139 shares; 2024Q3: 139 shares 139 $24.7K 0.01% 0 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37 shares; 2024Q3: 96 shares 96 $24.5K 0.01% +59 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; 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; 2024Q3: 2,000 shares 2,000 $24.4K 0.01% 0 STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: not reported; 2024Q1: 115 shares; 2024Q2: 80 shares; 2024Q3: 193 shares 193 $24.3K 0.01% +113 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 82 shares; 2024Q2: 174 shares; 2024Q3: 562 shares 562 $24.2K 0.01% +388 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; 2022Q4: restricted; 2023Q1: 292 shares; 2023Q2: 292 shares; 2023Q3: 292 shares; 2023Q4: not reported; 2024Q1: 292 shares; 2024Q2: 292 shares; 2024Q3: 244 shares 244 $24.1K 0.01% -48 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; 2022Q4: restricted; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: not reported; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 550 shares 550 $24K 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; 2022Q4: restricted; 2023Q1: 785 shares; 2023Q2: 765 shares; 2023Q3: 713 shares; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 426 shares; 2024Q3: 383 shares 383 $24K 0.01% -43 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 552 shares; 2024Q2: 647 shares; 2024Q3: 566 shares 566 $24K 0.01% -81 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 68 shares; 2024Q3: 156 shares 156 $23.5K 0.01% +88 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 200 shares 200 $23.4K 0.01% new Timeline PPA INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $23K 0.01% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 141 shares; 2023Q2: 182 shares; 2023Q3: 182 shares; 2023Q4: not reported; 2024Q1: 163 shares; 2024Q2: 66 shares; 2024Q3: 77 shares 77 $22.9K 0.01% +11 Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2024Q3: 10,664 shares 10,664 $22.7K 0.01% -3,767 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; 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; 2024Q3: 2,600 shares 2,600 $22.7K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 76 shares; 2023Q2: 380 shares; 2023Q3: 380 shares; 2023Q4: not reported; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares 202 $22.6K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $22.6K 0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 29 shares; 2024Q3: 35 shares 35 $22.1K 0.01% +6 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; 2022Q4: restricted; 2023Q1: 869 shares; 2023Q2: 691 shares; 2023Q3: 644 shares; 2023Q4: not reported; 2024Q1: 467 shares; 2024Q2: 447 shares; 2024Q3: 446 shares 446 $22.1K 0.01% -1 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 569 shares; 2023Q2: 602 shares; 2023Q3: 647 shares; 2023Q4: not reported; 2024Q1: 345 shares; 2024Q2: 299 shares; 2024Q3: 274 shares 274 $22K 0.01% -25 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; 2022Q4: restricted; 2023Q1: 193 shares; 2023Q2: 1,106 shares; 2023Q3: 1,234 shares; 2023Q4: not reported; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $21.7K 0.01% 0 Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,170 shares; 2024Q3: 1,170 shares 1,170 $21.6K 0.01% 0 Timeline JXN JACKSON FINANCIAL INC More: the full row for JACKSON FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 229 shares; 2023Q4: not reported; 2024Q1: 234 shares; 2024Q2: 236 shares; 2024Q3: 236 shares 236 $21.5K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 606 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 61 shares; 2024Q3: 71 shares 71 $21.5K 0.01% +10 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; 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; 2024Q3: 958 shares 958 $21.2K 0.01% -940 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; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $21K 0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 224 shares; 2024Q2: 230 shares; 2024Q3: 200 shares 200 $20.9K 0.01% -30 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 105 shares; 2024Q3: 201 shares 201 $20.8K 0.01% +96 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 110 shares; 2024Q2: 125 shares; 2024Q3: 81 shares 81 $20.7K 0.01% -44 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 83 shares; 2023Q2: 73 shares; 2023Q3: 73 shares; 2023Q4: not reported; 2024Q1: 109 shares; 2024Q2: 104 shares; 2024Q3: 90 shares 90 $20.6K 0.01% -14 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; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $20.4K 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; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 77 shares; 2024Q2: 77 shares; 2024Q3: 77 shares 77 $20.4K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 833 shares; 2023Q2: 836 shares; 2023Q3: 839 shares; 2023Q4: not reported; 2024Q1: 311 shares; 2024Q2: 319 shares; 2024Q3: 319 shares 319 $20.2K 0.01% 0 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; 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; 2024Q3: 1,066 shares 1,066 $20.2K 0.01% -735 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; 2022Q4: restricted; 2023Q1: 46 shares; 2023Q2: 47 shares; 2023Q3: 57 shares; 2023Q4: not reported; 2024Q1: 62 shares; 2024Q2: 74 shares; 2024Q3: 85 shares 85 $20.1K 0.01% +11 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 106 shares; 2024Q2: 109 shares; 2024Q3: 105 shares 105 $20.1K 0.01% -4 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 150 shares 150 $19.9K 0.01% new Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 54 shares; 2024Q2: 86 shares; 2024Q3: 180 shares 180 $19.8K 0.01% +94 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 148 shares; 2024Q2: 154 shares; 2024Q3: 201 shares 201 $19.7K 0.01% +47 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 729 shares; 2023Q2: 532 shares; 2023Q3: 526 shares; 2023Q4: not reported; 2024Q1: 407 shares; 2024Q2: 185 shares; 2024Q3: 183 shares 183 $19.7K 0.01% -2 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; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 143 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 288 shares; 2024Q2: 383 shares; 2024Q3: 385 shares 385 $19.6K 0.01% +2 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; 2022Q4: restricted; 2023Q1: 213 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 232 shares; 2024Q2: 243 shares; 2024Q3: 243 shares 243 $19.6K 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 107 shares; 2024Q2: 162 shares; 2024Q3: 166 shares 166 $19.5K 0.01% +4 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 6 shares; 2024Q3: 35 shares 35 $19.5K 0.01% +29 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; 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; 2024Q3: 6,300 shares 6,300 $19.5K 0.01% 0 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 138 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $19.3K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: 57 shares; 2023Q3: 77 shares; 2023Q4: not reported; 2024Q1: 88 shares; 2024Q2: 94 shares; 2024Q3: 86 shares 86 $19.2K 0.01% -8 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 261 shares; 2023Q3: 261 shares; 2023Q4: not reported; 2024Q1: 243 shares; 2024Q2: 243 shares; 2024Q3: 243 shares 243 $19.1K 0.01% 0 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; 2022Q4: restricted; 2023Q1: 284 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $19K 0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 33 shares; 2024Q3: 42 shares 42 $18.9K 0.01% +9 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; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 17 shares; 2024Q3: 118 shares 118 $18.8K 0.01% +101 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; 2022Q4: restricted; 2023Q1: 8,217 shares; 2023Q2: 8,504 shares; 2023Q3: 8,973 shares; 2023Q4: 7,619 shares; 2024Q1: 592 shares; 2024Q2: 454 shares; 2024Q3: 249 shares 249 $18.8K 0.01% -205 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 11 shares; 2024Q3: 267 shares 267 $18.8K 0.01% +256 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 37 shares 37 $18.7K 0.01% +5 Timeline