CODI COMPASS DIVERSIFIED More: the full row for COMPASS DIVERSIFIED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,389 shares; 2023Q2: 795 shares; 2023Q3: 804 shares; 2023Q4: not reported; 2024Q1: 824 shares; 2024Q2: 833 shares; 2024Q3: 842 shares 842 $18.6K 0.01% +9 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,219 shares; 2023Q2: 2,351 shares; 2023Q3: 2,115 shares; 2023Q4: not reported; 2024Q1: 2,566 shares; 2024Q2: 2,335 shares; 2024Q3: 1,765 shares 1,765 $18.6K 0.01% -570 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 72 shares; 2024Q2: 83 shares; 2024Q3: 107 shares 107 $18.4K 0.01% +24 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 417 shares; 2023Q2: 309 shares; 2023Q3: 305 shares; 2023Q4: not reported; 2024Q1: 242 shares; 2024Q2: 105 shares; 2024Q3: 105 shares 105 $18.3K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: 41 shares; 2023Q3: 41 shares; 2023Q4: not reported; 2024Q1: 146 shares; 2024Q2: 268 shares; 2024Q3: 281 shares 281 $18.3K 0.01% +13 Timeline IWD 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: 93 shares; 2023Q2: 200 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 96 shares; 2024Q3: 96 shares 96 $18.3K 0.01% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 343 shares; 2023Q2: 278 shares; 2023Q3: 278 shares; 2023Q4: not reported; 2024Q1: 287 shares; 2024Q2: 287 shares; 2024Q3: 287 shares 287 $18.2K 0.01% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 106 shares; 2023Q2: 255 shares; 2023Q3: 303 shares; 2023Q4: not reported; 2024Q1: 209 shares; 2024Q2: 191 shares; 2024Q3: 58 shares 58 $18.1K 0.01% -133 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $18.1K 0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: not reported; 2024Q1: 99 shares; 2024Q2: 90 shares; 2024Q3: 111 shares 111 $18.1K 0.01% +21 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 122 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 97 shares; 2024Q3: 121 shares 121 $18.1K 0.01% +24 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: 922 shares; 2023Q3: 922 shares; 2023Q4: not reported; 2024Q1: 180 shares; 2024Q2: 133 shares; 2024Q3: 133 shares 133 $18K 0.01% 0 Timeline PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 567 shares; 2023Q2: 567 shares; 2023Q3: 567 shares; 2023Q4: not reported; 2024Q1: 567 shares; 2024Q2: 417 shares; 2024Q3: 417 shares 417 $18K 0.01% 0 Timeline DDD 3D SYS CORP DEL More: the full row for 3D SYS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,800 shares; 2023Q2: 11,800 shares; 2023Q3: 11,800 shares; 2023Q4: 11,800 shares; 2024Q1: 6,300 shares; 2024Q2: 6,300 shares; 2024Q3: 6,300 shares 6,300 $17.9K <0.01% 0 Timeline ARKQ ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 290 shares; 2023Q2: 290 shares; 2023Q3: 290 shares; 2023Q4: not reported; 2024Q1: 290 shares; 2024Q2: 290 shares; 2024Q3: 290 shares 290 $17.7K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 59 shares; 2023Q4: not reported; 2024Q1: 117 shares; 2024Q2: 78 shares; 2024Q3: 213 shares 213 $17.6K <0.01% +135 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: not reported; 2024Q1: 164 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $17.4K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 53 shares 53 $17.4K <0.01% new Timeline PJP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $17.4K <0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: not reported; 2024Q1: 21 shares; 2024Q2: 23 shares; 2024Q3: 58 shares 58 $17.3K <0.01% +35 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $17.3K <0.01% 0 Timeline ICVT 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: 286 shares; 2023Q2: 261 shares; 2023Q3: 256 shares; 2023Q4: not reported; 2024Q1: 33 shares; 2024Q2: 37 shares; 2024Q3: 206 shares 206 $17.2K <0.01% +169 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 68 shares; 2023Q2: 53 shares; 2023Q3: 53 shares; 2023Q4: not reported; 2024Q1: 49 shares; 2024Q2: 54 shares; 2024Q3: 65 shares 65 $17.2K <0.01% +11 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: not reported; 2024Q1: 33 shares; 2024Q2: 27 shares; 2024Q3: 35 shares 35 $17.2K <0.01% +8 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 71 shares; 2023Q2: 63 shares; 2023Q3: 71 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 74 shares; 2024Q3: 80 shares 80 $17.2K <0.01% +6 Timeline FELE FRANKLIN ELEC INC More: the full row for FRANKLIN ELEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 103 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 112 shares; 2024Q2: 128 shares; 2024Q3: 164 shares 164 $17.2K <0.01% +36 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 136 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: not reported; 2024Q1: 126 shares; 2024Q2: 156 shares; 2024Q3: 196 shares 196 $17.2K <0.01% +40 Timeline SAIA SAIA INC More: the full row for SAIA 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: 39 shares 39 $17.1K <0.01% new Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26 shares; 2023Q3: 26 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 29 shares; 2024Q3: 37 shares 37 $17K <0.01% +8 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP 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: 159 shares 159 $17K <0.01% +9 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,774 shares; 2023Q2: 403 shares; 2023Q3: 387 shares; 2023Q4: not reported; 2024Q1: 354 shares; 2024Q2: 281 shares; 2024Q3: 274 shares 274 $17K <0.01% -7 Timeline IXG 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: 720 shares; 2023Q2: 678 shares; 2023Q3: 656 shares; 2023Q4: not reported; 2024Q1: 228 shares; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $17K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 99 shares; 2023Q2: 91 shares; 2023Q3: 91 shares; 2023Q4: not reported; 2024Q1: 89 shares; 2024Q2: 78 shares; 2024Q3: 96 shares 96 $17K <0.01% +18 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 330 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: not reported; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 330 shares 330 $16.9K <0.01% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 336 shares; 2024Q3: 336 shares 336 $16.9K <0.01% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,606 shares; 2023Q2: 1,157 shares; 2023Q3: 1,143 shares; 2023Q4: not reported; 2024Q1: 989 shares; 2024Q2: 403 shares; 2024Q3: 398 shares 398 $16.8K <0.01% -5 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 188 shares; 2023Q2: 171 shares; 2023Q3: 171 shares; 2023Q4: not reported; 2024Q1: 177 shares; 2024Q2: 204 shares; 2024Q3: 226 shares 226 $16.8K <0.01% +22 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 174 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 151 shares; 2024Q2: 151 shares; 2024Q3: 161 shares 161 $16.7K <0.01% +10 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 397 shares; 2023Q2: 1,275 shares; 2023Q3: 1,275 shares; 2023Q4: not reported; 2024Q1: 154 shares; 2024Q2: 222 shares; 2024Q3: 232 shares 232 $16.7K <0.01% +10 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 87 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: not reported; 2024Q1: 115 shares; 2024Q2: 144 shares; 2024Q3: 192 shares 192 $16.7K <0.01% +48 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 275 shares; 2023Q3: 315 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 209 shares; 2024Q3: 214 shares 214 $16.6K <0.01% +5 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 8 shares; 2024Q3: 106 shares 106 $16.4K <0.01% +98 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD 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: 782 shares; 2024Q3: 809 shares 809 $16.4K <0.01% +27 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING 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: 72 shares 72 $16.4K <0.01% new Timeline IBBQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 685 shares; 2023Q2: 685 shares; 2023Q3: 685 shares; 2023Q4: not reported; 2024Q1: 685 shares; 2024Q2: 685 shares; 2024Q3: 685 shares 685 $16.3K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 19 shares; 2024Q3: 21 shares 21 $16.3K <0.01% +2 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: not reported; 2024Q1: 28 shares; 2024Q2: 30 shares; 2024Q3: 37 shares 37 $16.2K <0.01% +7 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 54 shares; 2023Q2: 61 shares; 2023Q3: 61 shares; 2023Q4: not reported; 2024Q1: 57 shares; 2024Q2: 58 shares; 2024Q3: 73 shares 73 $16.1K <0.01% +15 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $16.1K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $15.9K <0.01% 0 Timeline GWX 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: 465 shares; 2023Q2: 465 shares; 2023Q3: 465 shares; 2023Q4: not reported; 2024Q1: 465 shares; 2024Q2: 465 shares; 2024Q3: 465 shares 465 $15.9K <0.01% 0 Timeline RBA RB GLOBAL INC More: the full row for RB GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 178 shares; 2023Q3: 178 shares; 2023Q4: not reported; 2024Q1: 167 shares; 2024Q2: 171 shares; 2024Q3: 197 shares 197 $15.9K <0.01% +26 Timeline RWO 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: 316 shares; 2023Q2: 319 shares; 2023Q3: 322 shares; 2023Q4: not reported; 2024Q1: 327 shares; 2024Q2: 331 shares; 2024Q3: 334 shares 334 $15.9K <0.01% +3 Timeline IWY 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: 36 shares; 2023Q3: 63 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 71 shares; 2024Q3: 72 shares 72 $15.8K <0.01% +1 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 75 shares; 2023Q3: 75 shares; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $15.5K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: not reported; 2024Q1: 768 shares; 2024Q2: 768 shares; 2024Q3: 768 shares 768 $15.3K <0.01% 0 EHI WESTERN ASSET GBL HIGH INC F More: the full row for WESTERN ASSET GBL HIGH INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,200 shares; 2023Q2: 2,200 shares; 2023Q3: 2,200 shares; 2023Q4: not reported; 2024Q1: 2,200 shares; 2024Q2: 2,200 shares; 2024Q3: 2,200 shares 2,200 $15.3K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 73 shares 73 $15.2K <0.01% +61 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC 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: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $15.2K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 31 shares; 2024Q2: 60 shares; 2024Q3: 44 shares 44 $15.2K <0.01% -16 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $15.1K <0.01% 0 Timeline BMVP 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: 104 shares; 2023Q2: 104 shares; 2023Q3: 312 shares; 2023Q4: not reported; 2024Q1: 312 shares; 2024Q2: 312 shares; 2024Q3: 312 shares 312 $15.1K <0.01% 0 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 189 shares; 2023Q3: 189 shares; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 93 shares; 2024Q3: 114 shares 114 $14.9K <0.01% +21 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 82 shares; 2024Q2: 129 shares; 2024Q3: 124 shares 124 $14.9K <0.01% -5 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,265 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: not reported; 2024Q1: 970 shares; 2024Q2: 1,036 shares; 2024Q3: 620 shares 620 $14.8K <0.01% -416 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 123 shares; 2023Q2: 157 shares; 2023Q3: 157 shares; 2023Q4: not reported; 2024Q1: 331 shares; 2024Q2: 468 shares; 2024Q3: 197 shares 197 $14.8K <0.01% -271 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 32 shares; 2024Q3: 148 shares 148 $14.7K <0.01% +116 Timeline GDXJ 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: 500 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $14.6K <0.01% 0 Timeline NNN NNN REIT INC More: the full row for NNN REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: 475 shares; 2023Q3: 475 shares; 2023Q4: not reported; 2024Q1: 400 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $14.5K <0.01% 0 Timeline SCHV 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 180 shares 180 $14.5K <0.01% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 351 shares; 2023Q2: 351 shares; 2023Q3: 351 shares; 2023Q4: not reported; 2024Q1: 351 shares; 2024Q2: 351 shares; 2024Q3: 351 shares 351 $14.3K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 179 shares; 2023Q2: 179 shares; 2023Q3: 179 shares; 2023Q4: not reported; 2024Q1: 329 shares; 2024Q2: 298 shares; 2024Q3: 245 shares 245 $14.1K <0.01% -53 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29 shares; 2023Q2: 98 shares; 2023Q3: 104 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 82 shares; 2024Q3: 52 shares 52 $14.1K <0.01% -30 Timeline IJH 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: 1,271 shares; 2023Q4: 1,129 shares; 2024Q1: 378 shares; 2024Q2: 332 shares; 2024Q3: 225 shares 225 $14K <0.01% -107 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA 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: 67 shares; 2024Q3: 1,433 shares 1,433 $13.9K <0.01% +1,366 SHYM BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 4,704 shares; 2023Q3: 4,765 shares; 2023Q4: not reported; 2024Q1: 902 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $13.9K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: not reported; 2024Q1: 92 shares; 2024Q2: 66 shares; 2024Q3: 75 shares 75 $13.9K <0.01% +9 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 110 shares; 2023Q4: not reported; 2024Q1: 119 shares; 2024Q2: 134 shares; 2024Q3: 144 shares 144 $13.8K <0.01% +10 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 1,800 shares; 2024Q2: 1,800 shares; 2024Q3: 1,800 shares 1,800 $13.6K <0.01% 0 Timeline EEMV 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: 912 shares; 2023Q2: 697 shares; 2023Q3: 637 shares; 2023Q4: not reported; 2024Q1: 217 shares; 2024Q2: 217 shares; 2024Q3: 217 shares 217 $13.6K <0.01% 0 Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: not reported; 2024Q1: 600 shares; 2024Q2: 600 shares; 2024Q3: 200 shares 200 $13.4K <0.01% -400 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41 shares; 2023Q2: 21 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $13.4K <0.01% 0 Timeline IYH 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: 121 shares; 2023Q2: 157 shares; 2023Q3: 170 shares; 2023Q4: not reported; 2024Q1: 220 shares; 2024Q2: 215 shares; 2024Q3: 205 shares 205 $13.3K <0.01% -10 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER 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: 400 shares; 2024Q3: 400 shares 400 $13.3K <0.01% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 175 shares; 2023Q4: not reported; 2024Q1: 292 shares; 2024Q2: 233 shares; 2024Q3: 205 shares 205 $13.2K <0.01% -28 ICF 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: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $13.2K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO 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: 100 shares 100 $12.8K <0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 89 shares; 2024Q3: 89 shares 89 $12.8K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: not reported; 2024Q1: 2 shares; 2024Q2: 130 shares; 2024Q3: 130 shares 130 $12.7K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT 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 $12.7K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 245 shares; 2023Q2: 355 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 155 shares; 2024Q2: 163 shares; 2024Q3: 163 shares 163 $12.7K <0.01% 0 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE 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: 475 shares 475 $12.4K <0.01% new Timeline SCHP 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: 382 shares; 2023Q2: 376 shares; 2023Q3: 347 shares; 2023Q4: not reported; 2024Q1: 266 shares; 2024Q2: 258 shares; 2024Q3: 230 shares 230 $12.3K <0.01% -28 Timeline AOA 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: 156 shares; 2023Q3: 250 shares; 2023Q4: not reported; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $12.3K <0.01% 0 Timeline IUSG 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: 93 shares; 2024Q2: 93 shares; 2024Q3: 93 shares 93 $12.3K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 274 shares; 2023Q4: not reported; 2024Q1: 341 shares; 2024Q2: 377 shares; 2024Q3: 369 shares 369 $12.3K <0.01% -8 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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 $12.3K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,554 shares 1,554 $12.2K <0.01% new Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: not reported; 2024Q1: 154 shares; 2024Q2: 110 shares; 2024Q3: 374 shares 374 $11.8K <0.01% +264 KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 104 shares; 2023Q2: 126 shares; 2023Q3: 130 shares; 2023Q4: not reported; 2024Q1: 116 shares; 2024Q2: 36 shares; 2024Q3: 510 shares 510 $11.7K <0.01% +474 Timeline TFLO 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: 10,471 shares; 2023Q4: 10,553 shares; 2024Q1: 6,500 shares; 2024Q2: 5,763 shares; 2024Q3: 229 shares 229 $11.6K <0.01% -5,534 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: not reported; 2024Q1: 17 shares; 2024Q2: 29 shares; 2024Q3: 22 shares 22 $11.4K <0.01% -7 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 514 shares; 2024Q2: 529 shares; 2024Q3: 514 shares 514 $11.3K <0.01% -15 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 638 shares; 2023Q2: 563 shares; 2023Q3: 563 shares; 2023Q4: not reported; 2024Q1: 606 shares; 2024Q2: 607 shares; 2024Q3: 608 shares 608 $11.2K <0.01% +1 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: 28 shares; 2023Q3: 28 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 57 shares; 2024Q3: 57 shares 57 $11.1K <0.01% 0 Timeline ASM AVINO SILVER & GOLD MINES LT More: the full row for AVINO SILVER & GOLD MINES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares 10,000 $11K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE 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: 30 shares; 2024Q2: 42 shares; 2024Q3: 38 shares 38 $11K <0.01% -4 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 471 shares; 2023Q2: 471 shares; 2023Q3: 471 shares; 2023Q4: not reported; 2024Q1: 471 shares; 2024Q2: 471 shares; 2024Q3: 471 shares 471 $10.9K <0.01% 0 Timeline XLG 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 230 shares; 2024Q2: 230 shares; 2024Q3: 230 shares 230 $10.9K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 607 shares; 2023Q2: 332 shares; 2023Q3: 336 shares; 2023Q4: not reported; 2024Q1: 460 shares; 2024Q2: 429 shares; 2024Q3: 255 shares 255 $10.9K <0.01% -174 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC 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: 18 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $10.9K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA 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: 2,126 shares; 2024Q2: 2,126 shares; 2024Q3: 2,126 shares 2,126 $10.8K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,375 shares; 2023Q2: 2,375 shares; 2023Q3: 2,375 shares; 2023Q4: not reported; 2024Q1: 2,075 shares; 2024Q2: 1,675 shares; 2024Q3: 3,175 shares 3,175 $10.8K <0.01% +1,500 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 647 shares; 2023Q2: 648 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 240 shares; 2024Q2: 240 shares; 2024Q3: 240 shares 240 $10.8K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 116 shares; 2024Q2: 106 shares; 2024Q3: 100 shares 100 $10.8K <0.01% -6 Timeline CYH COMMUNITY HEALTH SYS INC NEW More: the full row for COMMUNITY HEALTH SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,758 shares; 2023Q2: 1,758 shares; 2023Q3: 1,758 shares; 2023Q4: not reported; 2024Q1: 1,758 shares; 2024Q2: 1,758 shares; 2024Q3: 1,758 shares 1,758 $10.7K <0.01% 0 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 544 shares; 2023Q2: 544 shares; 2023Q3: 544 shares; 2023Q4: not reported; 2024Q1: 444 shares; 2024Q2: 444 shares; 2024Q3: 444 shares 444 $10.6K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $10.5K <0.01% 0 Timeline AZZ AZZ INC More: the full row for AZZ 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: 127 shares; 2024Q3: 127 shares 127 $10.5K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,322 shares; 2023Q2: 1,343 shares; 2023Q3: 1,343 shares; 2023Q4: not reported; 2024Q1: 1,385 shares; 2024Q2: 500 shares; 2024Q3: 500 shares 500 $10.5K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 149 shares; 2023Q2: 120 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 108 shares; 2024Q2: 177 shares; 2024Q3: 253 shares 253 $10.4K <0.01% +76 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 109 shares; 2024Q2: 113 shares; 2024Q3: 129 shares 129 $10.4K <0.01% +16 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: not reported; 2023Q3: 44 shares; 2023Q4: not reported; 2024Q1: 217 shares; 2024Q2: 178 shares; 2024Q3: 178 shares 178 $10.3K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP 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: 600 shares; 2024Q2: 600 shares; 2024Q3: 600 shares 600 $10.1K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 103 shares; 2023Q4: not reported; 2024Q1: 36 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $10.1K <0.01% 0 Timeline RGTI RIGETTI COMPUTING INC More: the full row for RIGETTI COMPUTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,800 shares; 2024Q2: 12,800 shares; 2024Q3: 12,800 shares 12,800 $10K <0.01% 0 Timeline HEGD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 750 shares; 2024Q2: 750 shares; 2024Q3: 450 shares 450 $10K <0.01% -300 Timeline VGK 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $9.95K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 155 shares; 2023Q2: 155 shares; 2023Q3: 367 shares; 2023Q4: not reported; 2024Q1: 325 shares; 2024Q2: 139 shares; 2024Q3: 124 shares 124 $9.94K <0.01% -15 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,746 shares; 2023Q2: 2,837 shares; 2023Q3: 2,969 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 57 shares; 2024Q3: 56 shares 56 $9.88K <0.01% -1 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 157 shares; 2023Q2: 48 shares; 2023Q3: 48 shares; 2023Q4: not reported; 2024Q1: 119 shares; 2024Q2: 73 shares; 2024Q3: 83 shares 83 $9.85K <0.01% +10 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $9.76K <0.01% 0 Timeline AGGY 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: 218 shares; 2023Q2: 218 shares; 2023Q3: 218 shares; 2023Q4: not reported; 2024Q1: 218 shares; 2024Q2: 218 shares; 2024Q3: 218 shares 218 $9.75K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT 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: 50 shares; 2024Q3: 50 shares 50 $9.64K <0.01% 0 Timeline JSCP J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 202 shares; 2023Q4: not reported; 2024Q1: 202 shares; 2024Q2: 202 shares; 2024Q3: 202 shares 202 $9.6K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: 26 shares; 2023Q3: 52 shares; 2023Q4: not reported; 2024Q1: 104 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $9.53K <0.01% 0 Timeline PRNT 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: 456 shares; 2023Q2: 456 shares; 2023Q3: 456 shares; 2023Q4: not reported; 2024Q1: 456 shares; 2024Q2: 456 shares; 2024Q3: 456 shares 456 $9.52K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 605 shares; 2023Q2: 2,741 shares; 2023Q3: 2,741 shares; 2023Q4: not reported; 2024Q1: 209 shares; 2024Q2: 209 shares; 2024Q3: 209 shares 209 $9.47K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 97 shares; 2023Q2: 628 shares; 2023Q3: 628 shares; 2023Q4: not reported; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $9.46K <0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS 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: 5 shares; 2024Q2: 29 shares; 2024Q3: 29 shares 29 $9.4K <0.01% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 65 shares; 2024Q3: 69 shares 69 $9.37K <0.01% +4 GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 310 shares; 2023Q3: 310 shares; 2023Q4: not reported; 2024Q1: 194 shares; 2024Q2: 207 shares; 2024Q3: 207 shares 207 $9.28K <0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: not reported; 2024Q1: 67 shares; 2024Q2: 67 shares; 2024Q3: 75 shares 75 $9.26K <0.01% +8 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,155 shares; 2023Q2: 2,239 shares; 2023Q3: 2,350 shares; 2023Q4: 2,663 shares; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 63 shares 63 $9.21K <0.01% +7 Timeline LNWO LIGHT & WONDER INC More: the full row for LIGHT & WONDER INC 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: 100 shares 100 $9.07K <0.01% 0 Timeline CASS CASS INFORMATION SYS INC More: the full row for CASS INFORMATION SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 103 shares; 2023Q2: 104 shares; 2023Q3: 105 shares; 2023Q4: not reported; 2024Q1: 217 shares; 2024Q2: 218 shares; 2024Q3: 219 shares 219 $9.06K <0.01% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: not reported; 2024Q1: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $8.96K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 60 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $8.92K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 551 shares; 2024Q3: 97 shares 97 $8.91K <0.01% -454 Timeline SCHI 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: 836 shares; 2023Q2: 332 shares; 2023Q3: 282 shares; 2023Q4: not reported; 2024Q1: 192 shares; 2024Q2: 192 shares; 2024Q3: 192 shares 192 $8.86K <0.01% 0 Timeline GAUZ GAUZY LTD More: the full row for GAUZY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $8.85K <0.01% 0 Timeline DGS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 164 shares; 2024Q3: 164 shares 164 $8.81K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26 shares; 2024Q3: 106 shares 106 $8.8K <0.01% +80 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,094 shares; 2023Q2: 1,141 shares; 2023Q3: 1,141 shares; 2023Q4: not reported; 2024Q1: 407 shares; 2024Q2: 385 shares; 2024Q3: 267 shares 267 $8.74K <0.01% -118 Timeline VGLT 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: not reported; 2023Q2: not reported; 2023Q3: 141 shares; 2023Q4: not reported; 2024Q1: 141 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $8.68K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $8.63K <0.01% 0 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 240 shares; 2023Q3: 240 shares; 2023Q4: not reported; 2024Q1: 240 shares; 2024Q2: 220 shares; 2024Q3: 220 shares 220 $8.63K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS 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: 35 shares; 2024Q2: 39 shares; 2024Q3: 41 shares 41 $8.61K <0.01% +2 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 494 shares; 2023Q3: 429 shares; 2023Q4: not reported; 2024Q1: 246 shares; 2024Q2: 221 shares; 2024Q3: 214 shares 214 $8.56K <0.01% -7 Timeline SOUN SOUNDHOUND AI INC More: the full row for SOUNDHOUND AI 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: 1,830 shares; 2024Q3: 1,830 shares 1,830 $8.53K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: not reported; 2024Q1: 300 shares; 2024Q2: 370 shares; 2024Q3: 370 shares 370 $8.48K <0.01% 0 Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,182 shares; 2023Q2: 1,374 shares; 2023Q3: 1,203 shares; 2023Q4: not reported; 2024Q1: 415 shares; 2024Q2: 328 shares; 2024Q3: 327 shares 327 $8.47K <0.01% -1 Timeline PTC PTC INC More: the full row for PTC 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: 46 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $8.31K <0.01% 0 Timeline TECB 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: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: not reported; 2024Q1: 161 shares; 2024Q2: 161 shares; 2024Q3: 161 shares 161 $8.25K <0.01% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES 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: 92 shares 92 $7.91K <0.01% +1 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $7.76K <0.01% 0 Timeline IXJ 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: 79 shares; 2024Q2: 79 shares; 2024Q3: 79 shares 79 $7.75K <0.01% 0 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 712 shares; 2024Q2: 712 shares; 2024Q3: 712 shares 712 $7.72K <0.01% 0 Timeline ONDS ONDAS INC More: the full row for ONDAS 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: 8,000 shares; 2024Q3: 10,000 shares 10,000 $7.71K <0.01% +2,000 Timeline IHF 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: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: not reported; 2024Q1: 135 shares; 2024Q2: 135 shares; 2024Q3: 135 shares 135 $7.71K <0.01% 0 Timeline PDSB PDS BIOTECHNOLOGY CORP More: the full row for PDS BIOTECHNOLOGY CORP 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 $7.64K <0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,914 shares; 2023Q2: 574 shares; 2023Q3: 529 shares; 2023Q4: not reported; 2024Q1: 160 shares; 2024Q2: 121 shares; 2024Q3: 121 shares 121 $7.61K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 415 shares; 2024Q2: 415 shares; 2024Q3: 415 shares 415 $7.54K <0.01% 0 Timeline DGRO 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: 1,119 shares; 2023Q2: 340 shares; 2023Q3: 340 shares; 2023Q4: not reported; 2024Q1: 99 shares; 2024Q2: 99 shares; 2024Q3: 120 shares 120 $7.52K <0.01% +21 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 114 shares; 2023Q2: 114 shares; 2023Q3: 114 shares; 2023Q4: not reported; 2024Q1: 114 shares; 2024Q2: 114 shares; 2024Q3: 114 shares 114 $7.52K <0.01% 0 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 203 shares; 2023Q2: 203 shares; 2023Q3: 203 shares; 2023Q4: not reported; 2024Q1: 203 shares; 2024Q2: 203 shares; 2024Q3: 203 shares 203 $7.46K <0.01% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 384 shares; 2024Q2: 384 shares; 2024Q3: 384 shares 384 $7.37K <0.01% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 56 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 63 shares; 2024Q2: 70 shares; 2024Q3: 70 shares 70 $7.28K <0.01% 0 Timeline DIT AMCON DISTRG CO More: the full row for AMCON DISTRG 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: not reported; 2024Q2: not reported; 2024Q3: 50 shares 50 $7.25K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $7.15K <0.01% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK 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: 16 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $7.12K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC 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: 104 shares; 2024Q2: 159 shares; 2024Q3: 123 shares 123 $7.02K <0.01% -36 Timeline PBE 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: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.98K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY 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: 8 shares; 2024Q2: 36 shares; 2024Q3: 40 shares 40 $6.95K <0.01% +4 Timeline EZU 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 132 shares; 2024Q2: 132 shares; 2024Q3: 132 shares 132 $6.89K <0.01% 0 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 39 shares; 2023Q2: 278 shares; 2023Q3: 278 shares; 2023Q4: not reported; 2024Q1: 69 shares; 2024Q2: 82 shares; 2024Q3: 82 shares 82 $6.87K <0.01% 0 Timeline VCIT 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 81 shares; 2024Q2: 81 shares; 2024Q3: 82 shares 82 $6.86K <0.01% +1 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 441 shares; 2023Q2: 426 shares; 2023Q3: 462 shares; 2023Q4: not reported; 2024Q1: 297 shares; 2024Q2: 299 shares; 2024Q3: 221 shares 221 $6.83K <0.01% -78 Timeline BALL BALL CORP More: the full row for BALL 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: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $6.79K <0.01% 0 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 22 shares; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 39 shares; 2024Q3: 38 shares 38 $6.77K <0.01% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 260 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $6.68K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 792 shares; 2023Q2: 892 shares; 2023Q3: 892 shares; 2023Q4: not reported; 2024Q1: 325 shares; 2024Q2: 325 shares; 2024Q3: 325 shares 325 $6.67K <0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 41 shares; 2024Q3: 41 shares 41 $6.63K <0.01% 0 Timeline IWR 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: 59 shares; 2024Q2: 97 shares; 2024Q3: 75 shares 75 $6.61K <0.01% -22 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 31 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $6.59K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC 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: 92 shares; 2024Q2: 92 shares; 2024Q3: 92 shares 92 $6.55K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 95 shares; 2023Q2: 331 shares; 2023Q3: 331 shares; 2023Q4: not reported; 2024Q1: 452 shares; 2024Q2: 278 shares; 2024Q3: 318 shares 318 $6.51K <0.01% +40 Timeline PSNL PERSONALIS INC More: the full row for PERSONALIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,700 shares; 2023Q2: 1,200 shares; 2023Q3: 1,200 shares; 2023Q4: not reported; 2024Q1: 1,200 shares; 2024Q2: 1,200 shares; 2024Q3: 1,200 shares 1,200 $6.46K <0.01% 0 Timeline IUSV 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: 66 shares; 2024Q2: 66 shares; 2024Q3: 67 shares 67 $6.37K <0.01% +1 Timeline DFAT 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: 111 shares; 2023Q2: 112 shares; 2023Q3: 112 shares; 2023Q4: not reported; 2024Q1: 113 shares; 2024Q2: 113 shares; 2024Q3: 114 shares 114 $6.34K <0.01% +1 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 60 shares; 2024Q3: 60 shares 60 $6.32K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON 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: 17 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $6.29K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 83 shares; 2024Q2: 83 shares; 2024Q3: 84 shares 84 $6.29K <0.01% +1 Timeline UNUSUAL WHALES SUBVERSIVE R… UNUSUAL WHALES SUBVERSIVE REPUBLI… More: the full row for UNUSUAL WHALES SUBVERSIVE REPUBLICAN TRADING 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: not reported; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $6.28K <0.01% 0 JMIA JUMIA TECHNOLOGIES AG More: the full row for JUMIA TECHNOLOGIES AG 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 $6.25K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: not reported; 2024Q1: 47 shares; 2024Q2: 53 shares; 2024Q3: 70 shares 70 $6.25K <0.01% +17 Timeline Grayscale Bitcoin Minitrust… Grayscale Bitcoin Minitrust ETF More: the full row for Grayscale Bitcoin Minitrust 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: not reported; 2024Q2: not reported; 2024Q3: 1,090 shares 1,090 $6.14K <0.01% new FIW 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: 56 shares; 2023Q2: 56 shares; 2023Q3: 56 shares; 2023Q4: not reported; 2024Q1: 56 shares; 2024Q2: 56 shares; 2024Q3: 56 shares 56 $6.13K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 898 shares; 2023Q2: 893 shares; 2023Q3: 691 shares; 2023Q4: not reported; 2024Q1: 854 shares; 2024Q2: 305 shares; 2024Q3: 151 shares 151 $6.12K <0.01% -154 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP 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: 133 shares; 2024Q2: 141 shares; 2024Q3: 141 shares 141 $6.04K <0.01% 0 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 70 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 37 shares 37 $5.95K <0.01% +2 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO 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: 173 shares; 2024Q2: 247 shares; 2024Q3: 121 shares 121 $5.91K <0.01% -126 Timeline AON AON PLC More: the full row for AON 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: 15 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $5.88K <0.01% 0 Timeline CSX CSX CORP More: the full row for CSX 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: 601 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $5.87K <0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 82 shares; 2023Q4: not reported; 2024Q1: 216 shares; 2024Q2: 67 shares; 2024Q3: 51 shares 51 $5.87K <0.01% -16 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,500 shares; 2023Q2: 16,703 shares; 2023Q3: 19,341 shares; 2023Q4: 24,521 shares; 2024Q1: 5,996 shares; 2024Q2: 4,570 shares; 2024Q3: 2,586 shares 2,586 $5.84K <0.01% -1,984 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 933 shares; 2023Q2: 970 shares; 2023Q3: 1,017 shares; 2023Q4: 1,151 shares; 2024Q1: 1,169 shares; 2024Q2: 5 shares; 2024Q3: 10 shares 10 $5.83K <0.01% +5 Timeline BBUS 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: not reported; 2024Q2: not reported; 2024Q3: 56 shares 56 $5.8K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 272 shares; 2023Q2: 274 shares; 2023Q3: 274 shares; 2023Q4: not reported; 2024Q1: 279 shares; 2024Q2: 281 shares; 2024Q3: 285 shares 285 $5.8K <0.01% +4 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 288 shares; 2023Q2: 518 shares; 2023Q3: 1,186 shares; 2023Q4: not reported; 2024Q1: 305 shares; 2024Q2: 137 shares; 2024Q3: 137 shares 137 $5.75K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 898 shares; 2023Q2: 898 shares; 2023Q3: 950 shares; 2023Q4: not reported; 2024Q1: 619 shares; 2024Q2: 642 shares; 2024Q3: 397 shares 397 $5.64K <0.01% -245 Timeline HRTX HERON THERAPEUTICS INC More: the full row for HERON THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,800 shares; 2023Q2: 3,800 shares; 2023Q3: 3,800 shares; 2023Q4: not reported; 2024Q1: 3,300 shares; 2024Q2: 2,800 shares; 2024Q3: 2,800 shares 2,800 $5.57K <0.01% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC 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: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $5.57K <0.01% 0 Timeline FELG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON 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: not reported; 2024Q2: 39 shares; 2024Q3: 167 shares 167 $5.54K <0.01% +128 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 33 shares; 2023Q4: not reported; 2024Q1: 81 shares; 2024Q2: 87 shares; 2024Q3: 88 shares 88 $5.48K <0.01% +1 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: not reported; 2024Q1: 13 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $5.46K <0.01% 0 Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: not reported; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 156 shares 156 $5.43K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $5.4K <0.01% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 16 shares; 2024Q3: 20 shares 20 $5.36K <0.01% +4 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $5.28K <0.01% 0 Timeline XOP 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: 42 shares; 2023Q2: 42 shares; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $5.26K <0.01% 0 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP 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: 39 shares; 2024Q2: 40 shares; 2024Q3: 47 shares 47 $5.26K <0.01% +7 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS 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: 100 shares 100 $5.24K <0.01% new Timeline SPGP 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: not reported; 2023Q2: not reported; 2023Q3: 50 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $5.23K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON 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: 33 shares; 2024Q2: 36 shares; 2024Q3: 50 shares 50 $5.21K <0.01% +14 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: 87 shares; 2024Q2: 87 shares; 2024Q3: 74 shares 74 $5.16K <0.01% -13 Timeline JOE ST JOE CO More: the full row for ST JOE 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: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares 88 $5.13K <0.01% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9 shares; 2023Q2: 9 shares; 2023Q3: 9 shares; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $5.13K <0.01% 0 Timeline IWM 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: 16 shares; 2024Q2: 22 shares; 2024Q3: 23 shares 23 $5.1K <0.01% +1 Timeline CME CME GROUP INC More: the full row for CME 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: 13 shares; 2024Q2: 19 shares; 2024Q3: 23 shares 23 $5.08K <0.01% +4 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 58 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: 73 shares; 2024Q2: 78 shares; 2024Q3: 22 shares 22 $5.06K <0.01% -56 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY 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: 59 shares; 2024Q3: 77 shares 77 $5.03K <0.01% +18 Timeline UCON 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: 200 shares; 2024Q3: 200 shares 200 $5.03K <0.01% 0 Timeline EFA 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: 21 shares; 2023Q2: 21 shares; 2023Q3: 21 shares; 2023Q4: not reported; 2024Q1: 157 shares; 2024Q2: 60 shares; 2024Q3: 60 shares 60 $5.02K <0.01% 0 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 81 shares; 2023Q3: 81 shares; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $4.95K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32 shares; 2023Q2: 13 shares; 2023Q3: 22 shares; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 10 shares; 2024Q3: 17 shares 17 $4.92K <0.01% +7 Timeline DASH DOORDASH INC More: the full row for DOORDASH 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: 234 shares; 2024Q2: 34 shares; 2024Q3: 34 shares 34 $4.85K <0.01% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC 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: 100 shares 100 $4.83K <0.01% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES 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: 62 shares; 2024Q2: 96 shares; 2024Q3: 73 shares 73 $4.82K <0.01% -23 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK 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: 103 shares 103 $4.81K <0.01% new Timeline CRC CALIFORNIA RES CORP More: the full row for CALIFORNIA RES 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: 91 shares; 2024Q3: 92 shares 92 $4.81K <0.01% +1 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL 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: 234 shares; 2024Q2: 238 shares; 2024Q3: 243 shares 243 $4.78K <0.01% +5 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 154 shares; 2023Q2: 134 shares; 2023Q3: 134 shares; 2023Q4: not reported; 2024Q1: 64 shares; 2024Q2: 45 shares; 2024Q3: 71 shares 71 $4.77K <0.01% +26 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 115 shares 115 $4.76K <0.01% new Timeline IEF 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: 630 shares; 2023Q2: 592 shares; 2023Q3: 431 shares; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 48 shares; 2024Q3: 48 shares 48 $4.71K <0.01% 0 Timeline DFAX 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: 441 shares; 2023Q2: 445 shares; 2023Q3: 174 shares; 2023Q4: not reported; 2024Q1: 174 shares; 2024Q2: 174 shares; 2024Q3: 174 shares 174 $4.7K <0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 26 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 71 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $4.7K <0.01% 0 Timeline IYE 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: 101 shares; 2023Q2: 101 shares; 2023Q3: 101 shares; 2023Q4: not reported; 2024Q1: 101 shares; 2024Q2: 101 shares; 2024Q3: 101 shares 101 $4.68K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 28 shares; 2024Q3: 26 shares 26 $4.68K <0.01% -2 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS 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: 7 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $4.56K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 31 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $4.54K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $4.5K <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 14 shares; 2024Q3: 18 shares 18 $4.49K <0.01% +4 Timeline CBRE CBRE GROUP INC More: the full row for CBRE 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: 17 shares; 2024Q2: 22 shares; 2024Q3: 36 shares 36 $4.48K <0.01% +14 Timeline PID 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: 225 shares; 2023Q2: 225 shares; 2023Q3: 225 shares; 2023Q4: not reported; 2024Q1: 225 shares; 2024Q2: 225 shares; 2024Q3: 225 shares 225 $4.45K <0.01% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 306 shares; 2023Q2: 238 shares; 2023Q3: 246 shares; 2023Q4: not reported; 2024Q1: 238 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $4.43K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES 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: 22 shares; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $4.28K <0.01% 0 Timeline PSQ PROSHARES TR More: the full row for PROSHARES 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: 538 shares; 2024Q2: 107 shares; 2024Q3: 107 shares 107 $4.22K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 115 shares; 2023Q3: 115 shares; 2023Q4: not reported; 2024Q1: 157 shares; 2024Q2: 115 shares; 2024Q3: 115 shares 115 $4.21K <0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB 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: 14 shares; 2024Q2: 24 shares; 2024Q3: 33 shares 33 $4.18K <0.01% +9 Timeline ABR ARBOR REALTY TRUST INC More: the full row for ARBOR REALTY TRUST 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: 251 shares; 2024Q2: 259 shares; 2024Q3: 267 shares 267 $4.16K <0.01% +8 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT 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: 15 shares; 2024Q2: 21 shares; 2024Q3: 28 shares 28 $4.16K <0.01% +7 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES 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: 10 shares; 2024Q2: 15 shares; 2024Q3: 28 shares 28 $4.14K <0.01% +13 Timeline GSK GSK PLC More: the full row for GSK PLC 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: 1,101 shares; 2024Q2: 1,101 shares; 2024Q3: 101 shares 101 $4.13K <0.01% -1,000 Timeline PNQI 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 95 shares; 2024Q2: 95 shares; 2024Q3: 95 shares 95 $4.13K <0.01% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 150 shares; 2023Q2: 546 shares; 2023Q3: 546 shares; 2023Q4: not reported; 2024Q1: 150 shares; 2024Q2: 150 shares; 2024Q3: 150 shares 150 $4.12K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 27 shares; 2024Q2: 42 shares; 2024Q3: 52 shares 52 $4.1K <0.01% +10 Timeline BOND PIMCO ETF TR More: the full row for PIMCO 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: 43 shares 43 $4.07K <0.01% new Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 278 shares; 2023Q2: 278 shares; 2023Q3: 278 shares; 2023Q4: not reported; 2024Q1: 278 shares; 2024Q2: 78 shares; 2024Q3: 78 shares 78 $4.01K <0.01% 0 Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR 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 $3.99K <0.01% 0 Timeline IAI 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: 31 shares; 2024Q2: 31 shares; 2024Q3: 31 shares 31 $3.98K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,520 shares; 2023Q2: 683 shares; 2023Q3: 683 shares; 2023Q4: not reported; 2024Q1: 321 shares; 2024Q2: 218 shares; 2024Q3: 112 shares 112 $3.96K <0.01% -106 Timeline URNM SPROTT FDS TR More: the full row for SPROTT 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: 78 shares; 2024Q2: 78 shares; 2024Q3: 85 shares 85 $3.9K <0.01% +7 Timeline BG BUNGE GLOBAL SA More: the full row for BUNGE GLOBAL SA 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: 32 shares; 2024Q3: 40 shares 40 $3.87K <0.01% +8 Timeline CAVA CAVA GROUP INC More: the full row for CAVA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 25 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 58 shares; 2024Q2: 30 shares; 2024Q3: 31 shares 31 $3.84K <0.01% +1 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX 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: 5 shares; 2024Q2: 13 shares; 2024Q3: 13 shares 13 $3.82K <0.01% 0 Timeline MAT MATTEL INC More: the full row for MATTEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 200 shares; 2023Q4: not reported; 2024Q1: 200 shares; 2024Q2: 200 shares; 2024Q3: 200 shares 200 $3.81K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH 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: 29 shares; 2024Q3: 41 shares 41 $3.8K <0.01% +12 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 124 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 140 shares; 2024Q2: 247 shares; 2024Q3: 58 shares 58 $3.78K <0.01% -189 Timeline ENVX ENOVIX CORPORATION More: the full row for ENOVIX CORPORATION 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: 400 shares 400 $3.74K <0.01% new Timeline SONO SONOS INC More: the full row for SONOS INC 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: 300 shares; 2024Q2: 300 shares; 2024Q3: 300 shares 300 $3.69K <0.01% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 553 shares; 2023Q2: 553 shares; 2023Q3: 553 shares; 2023Q4: not reported; 2024Q1: 330 shares; 2024Q2: 330 shares; 2024Q3: 276 shares 276 $3.64K <0.01% -54 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR 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: 17 shares; 2024Q2: 26 shares; 2024Q3: 48 shares 48 $3.62K <0.01% +22 Timeline AMZA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 86 shares; 2024Q2: 87 shares; 2024Q3: 89 shares 89 $3.62K <0.01% +2 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER 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: 14 shares; 2024Q2: 28 shares; 2024Q3: 28 shares 28 $3.58K <0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 22 shares; 2023Q4: not reported; 2024Q1: 22 shares; 2024Q2: 23 shares; 2024Q3: 26 shares 26 $3.57K <0.01% +3 Timeline VAL VALARIS LTD More: the full row for VALARIS 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: 64 shares; 2024Q2: 64 shares; 2024Q3: 64 shares 64 $3.57K <0.01% 0 Timeline EMX RTY CORP EMX RTY CORP More: the full row for EMX RTY CORP 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 $3.56K <0.01% 0 MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 781 shares; 2023Q2: 663 shares; 2023Q3: 500 shares; 2023Q4: not reported; 2024Q1: 375 shares; 2024Q2: 158 shares; 2024Q3: 90 shares 90 $3.53K <0.01% -68 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29 shares; 2023Q2: 17 shares; 2023Q3: 5 shares; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $3.53K <0.01% 0 Timeline SPRO SPERO THERAPEUTICS INC More: the full row for SPERO THERAPEUTICS INC 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 $3.48K <0.01% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,319 shares; 2023Q2: 2,390 shares; 2023Q3: 2,449 shares; 2023Q4: not reported; 2024Q1: 2,866 shares; 2024Q2: 300 shares; 2024Q3: 307 shares 307 $3.48K <0.01% +7 Timeline PFD FLAHERTY & CRUMRINE PFD INCO More: the full row for FLAHERTY & CRUMRINE PFD INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 291 shares; 2023Q2: 291 shares; 2023Q3: 291 shares; 2023Q4: not reported; 2024Q1: 291 shares; 2024Q2: 291 shares; 2024Q3: 291 shares 291 $3.48K <0.01% 0 Timeline GRFS GRIFOLS S A More: the full row for GRIFOLS S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 811 shares; 2023Q2: 811 shares; 2023Q3: 811 shares; 2023Q4: not reported; 2024Q1: 550 shares; 2024Q2: 550 shares; 2024Q3: 387 shares 387 $3.44K <0.01% -163 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL 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: 2 shares; 2024Q2: 31 shares; 2024Q3: 46 shares 46 $3.42K <0.01% +15 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 87 shares; 2023Q4: not reported; 2024Q1: 88 shares; 2024Q2: 88 shares; 2024Q3: 88 shares 88 $3.41K <0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 18 shares; 2024Q2: 27 shares; 2024Q3: 31 shares 31 $3.4K <0.01% +4 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,981 shares; 2023Q2: 2,836 shares; 2023Q3: 170 shares; 2023Q4: not reported; 2024Q1: 10 shares; 2024Q2: 16 shares; 2024Q3: 25 shares 25 $3.38K <0.01% +9 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR 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: 14 shares; 2024Q3: 14 shares 14 $3.31K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 9 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $3.31K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: not reported; 2024Q1: 16 shares; 2024Q2: 16 shares; 2024Q3: 18 shares 18 $3.27K <0.01% +2 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 694 shares; 2023Q2: 549 shares; 2023Q3: 539 shares; 2023Q4: not reported; 2024Q1: 342 shares; 2024Q2: 337 shares; 2024Q3: 336 shares 336 $3.26K <0.01% -1 SPYV 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: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 61 shares 61 $3.22K <0.01% new Timeline DANIMER SCIENTIFIC INC DANIMER SCIENTIFIC INC More: the full row for DANIMER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,075 shares; 2023Q2: 9,075 shares; 2023Q3: 9,075 shares; 2023Q4: not reported; 2024Q1: 7,075 shares; 2024Q2: 7,075 shares; 2024Q3: 7,075 shares 7,075 $3.21K <0.01% 0 SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW 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: 158 shares; 2024Q2: 202 shares; 2024Q3: 103 shares 103 $3.21K <0.01% -99 Timeline WCLD 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: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: not reported; 2024Q1: 100 shares; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $3.2K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP 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: 33 shares; 2024Q2: 33 shares; 2024Q3: 33 shares 33 $3.19K <0.01% 0 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES 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: 16 shares 16 $3.18K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 67 shares; 2023Q3: 67 shares; 2023Q4: not reported; 2024Q1: 6 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $3.15K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL 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: 29 shares; 2024Q2: 44 shares; 2024Q3: 44 shares 44 $3.14K <0.01% 0 Timeline APPS DIGITAL TURBINE INC More: the full row for DIGITAL TURBINE 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 $3.07K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 737 shares; 2023Q2: 582 shares; 2023Q3: 502 shares; 2023Q4: not reported; 2024Q1: 130 shares; 2024Q2: 55 shares; 2024Q3: 46 shares 46 $3.06K <0.01% -9 Timeline XRT 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: not reported; 2023Q4: not reported; 2024Q1: 39 shares; 2024Q2: 39 shares; 2024Q3: 39 shares 39 $3.03K <0.01% 0 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,742 shares; 2023Q2: 1,742 shares; 2023Q3: 1,742 shares; 2023Q4: not reported; 2024Q1: 1,583 shares; 2024Q2: 2,059 shares; 2024Q3: 1,226 shares 1,226 $2.99K <0.01% -833 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS 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: 58 shares; 2024Q2: 59 shares; 2024Q3: 61 shares 61 $2.97K <0.01% +2 Timeline VNQI 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: not reported; 2023Q2: not reported; 2023Q3: 58 shares; 2023Q4: not reported; 2024Q1: 59 shares; 2024Q2: 61 shares; 2024Q3: 63 shares 63 $2.96K <0.01% +2 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 40 shares; 2023Q4: not reported; 2024Q1: 34 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $2.94K <0.01% 0 Timeline ALAR ALARUM TECHNOLOGIES LTD More: the full row for ALARUM TECHNOLOGIES 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: 275 shares; 2024Q3: 275 shares 275 $2.93K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP 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: 121 shares; 2024Q2: 61 shares; 2024Q3: 61 shares 61 $2.9K <0.01% 0 Timeline AKTSQ Akoustis Technologies Inc More: the full row for Akoustis Technologies Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,600 shares; 2023Q2: 41,600 shares; 2023Q3: 41,600 shares; 2023Q4: 36,100 shares; 2024Q1: 36,100 shares; 2024Q2: 34,600 shares; 2024Q3: 32,100 shares 32,100 $2.87K <0.01% -2,500 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 44 shares; 2024Q3: 41 shares 41 $2.86K <0.01% -3 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM 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: 1 shares; 2024Q2: 2 shares; 2024Q3: 2 shares 2 $2.85K <0.01% 0 Timeline PFF 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: 1,188 shares; 2023Q2: 210 shares; 2023Q3: 210 shares; 2023Q4: not reported; 2024Q1: 85 shares; 2024Q2: 85 shares; 2024Q3: 85 shares 85 $2.83K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 105 shares; 2024Q3: 122 shares 122 $2.82K <0.01% +17 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11 shares; 2024Q3: 16 shares 16 $2.82K <0.01% +5 Timeline DRLL EA SERIES TRUST More: the full row for EA SERIES TRUST 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: 100 shares 100 $2.81K <0.01% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares; 2023Q4: not reported; 2024Q1: 51 shares; 2024Q2: 51 shares; 2024Q3: 51 shares 51 $2.8K <0.01% 0 Timeline SOUTHWESTERN ENERGY CO SOUTHWESTERN ENERGY CO More: the full row for SOUTHWESTERN ENERGY CO 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: 1,392 shares; 2024Q2: 392 shares; 2024Q3: 392 shares 392 $2.79K <0.01% 0 ISPY PROSHARES TR More: the full row for PROSHARES 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: 62 shares 62 $2.78K <0.01% new Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 166 shares; 2023Q4: not reported; 2024Q1: 138 shares; 2024Q2: 123 shares; 2024Q3: 119 shares 119 $2.77K <0.01% -4 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION 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: 182 shares; 2024Q2: 186 shares; 2024Q3: 190 shares 190 $2.77K <0.01% +4 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 210 shares; 2024Q2: 210 shares; 2024Q3: 169 shares 169 $2.77K <0.01% -41 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS 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: 10 shares; 2024Q2: 13 shares; 2024Q3: 11 shares 11 $2.75K <0.01% -2 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 48 shares; 2024Q2: 40 shares; 2024Q3: 40 shares 40 $2.72K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES 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: 119 shares 119 $2.72K <0.01% new Timeline ENVESTNET INC ENVESTNET INC More: the full row for ENVESTNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 39 shares; 2023Q4: not reported; 2024Q1: 46 shares; 2024Q2: 40 shares; 2024Q3: 43 shares 43 $2.69K <0.01% +3 NOBL PROSHARES TR More: the full row for PROSHARES 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: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $2.67K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY 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: 9 shares; 2024Q2: 10 shares; 2024Q3: 17 shares 17 $2.67K <0.01% +7 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 22 shares; 2024Q3: 22 shares 22 $2.66K <0.01% 0 Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 37 shares; 2023Q4: not reported; 2024Q1: 40 shares; 2024Q2: 34 shares; 2024Q3: 36 shares 36 $2.65K <0.01% +2 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: not reported; 2024Q2: 11 shares; 2024Q3: 10 shares 10 $2.63K <0.01% -1 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 17 shares; 2023Q4: not reported; 2024Q1: 14 shares; 2024Q2: 13 shares; 2024Q3: 12 shares 12 $2.61K <0.01% -1 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 75 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $2.6K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 132 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $2.56K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 63 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: not reported; 2024Q1: 54 shares; 2024Q2: 54 shares; 2024Q3: 54 shares 54 $2.56K <0.01% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 138 shares; 2023Q4: not reported; 2024Q1: 108 shares; 2024Q2: 332 shares; 2024Q3: 338 shares 338 $2.56K <0.01% +6 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 592 shares; 2023Q2: 592 shares; 2023Q3: 592 shares; 2023Q4: not reported; 2024Q1: 477 shares; 2024Q2: 488 shares; 2024Q3: 22 shares 22 $2.53K <0.01% -466 Timeline SCHH 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 109 shares; 2024Q2: 109 shares; 2024Q3: 109 shares 109 $2.53K <0.01% 0 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR 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: not reported; 2024Q3: 28 shares 28 $2.52K <0.01% new Timeline FEPI 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 49 shares 49 $2.51K <0.01% new Timeline BBAG 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: not reported; 2024Q2: not reported; 2024Q3: 53 shares 53 $2.51K <0.01% new Timeline SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 154 shares; 2023Q4: not reported; 2024Q1: 94 shares; 2024Q2: 94 shares; 2024Q3: 59 shares 59 $2.5K <0.01% -35 Timeline CAE CAE INC More: the full row for CAE 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: 217 shares; 2024Q3: 133 shares 133 $2.49K <0.01% -84 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 44 shares; 2023Q4: not reported; 2024Q1: 8 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $2.49K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $2.47K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL 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: 18 shares; 2024Q3: 18 shares 18 $2.45K <0.01% 0 Timeline KNTK KINETIK HOLDINGS INC More: the full row for KINETIK 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: 52 shares; 2024Q2: 53 shares; 2024Q3: 54 shares 54 $2.44K <0.01% +1 Timeline FMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: not reported; 2024Q1: 180 shares; 2024Q2: 180 shares; 2024Q3: 180 shares 180 $2.43K <0.01% 0 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 430 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $2.42K <0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 39 shares; 2024Q2: 80 shares; 2024Q3: 17 shares 17 $2.38K <0.01% -63 VSTS VESTIS CORPORATION More: the full row for VESTIS CORPORATION 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: 160 shares; 2024Q2: 160 shares; 2024Q3: 160 shares 160 $2.38K <0.01% 0 Timeline JGLO 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: not reported; 2024Q2: not reported; 2024Q3: 38 shares 38 $2.38K <0.01% new Timeline FCG 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 100 shares; 2024Q3: 100 shares 100 $2.38K <0.01% 0 Timeline FURY FURY GOLD MINES LIMITED More: the full row for FURY GOLD MINES LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,431 shares; 2023Q2: 5,431 shares; 2023Q3: 5,431 shares; 2023Q4: not reported; 2024Q1: 5,431 shares; 2024Q2: 5,431 shares; 2024Q3: 5,431 shares 5,431 $2.36K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART 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: 45 shares; 2024Q3: 45 shares 45 $2.36K <0.01% 0 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 241 shares; 2023Q2: 241 shares; 2023Q3: 241 shares; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 134 shares; 2024Q3: 77 shares 77 $2.33K <0.01% -57 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR 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: 108 shares; 2024Q2: 111 shares; 2024Q3: 113 shares 113 $2.31K <0.01% +2 Timeline KBR KBR INC More: the full row for KBR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $2.28K <0.01% 0 Timeline SOVF ELEVATION SERIES TRUST More: the full row for ELEVATION SERIES 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: 75 shares; 2024Q2: 75 shares; 2024Q3: 75 shares 75 $2.28K <0.01% 0 Timeline BBHY 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: not reported; 2024Q2: not reported; 2024Q3: 48 shares 48 $2.27K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,018 shares; 2023Q2: 5,229 shares; 2023Q3: 4,200 shares; 2023Q4: 4,889 shares; 2024Q1: 6,293 shares; 2024Q2: 25 shares; 2024Q3: 31 shares 31 $2.25K <0.01% +6 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 384 shares; 2023Q2: 384 shares; 2023Q3: 384 shares; 2023Q4: not reported; 2024Q1: 84 shares; 2024Q2: 124 shares; 2024Q3: 84 shares 84 $2.24K <0.01% -40 EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares; 2023Q4: not reported; 2024Q1: 27 shares; 2024Q2: 27 shares; 2024Q3: 27 shares 27 $2.23K <0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares; 2023Q4: not reported; 2024Q1: 4 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $2.23K <0.01% 0 EUFN 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: 90 shares; 2024Q2: 90 shares; 2024Q3: 90 shares 90 $2.23K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 24 shares; 2024Q2: 43 shares; 2024Q3: 25 shares 25 $2.21K <0.01% -18 Timeline IYT 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: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $2.21K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED 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: 8 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $2.2K <0.01% 0 Timeline PFFA ETFIS SER TR I More: the full row for ETFIS SER TR 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: 91 shares; 2024Q2: 93 shares; 2024Q3: 96 shares 96 $2.18K <0.01% +3 Timeline EIX EDISON INTL More: the full row for EDISON INTL 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: 17 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $2.18K <0.01% 0 Timeline CROX CROCS INC More: the full row for CROCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 15 shares 15 $2.17K <0.01% 0 Timeline PICK 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $2.16K <0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 180 shares; 2023Q3: 180 shares; 2023Q4: not reported; 2024Q1: 102 shares; 2024Q2: 102 shares; 2024Q3: 68 shares 68 $2.16K <0.01% -34 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $2.13K <0.01% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 51 shares 51 $2.13K <0.01% +1 Timeline PPG PPG INDS INC More: the full row for PPG INDS 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: 10 shares; 2024Q2: 24 shares; 2024Q3: 16 shares 16 $2.12K <0.01% -8 Timeline IWP 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: 18 shares 18 $2.11K <0.01% new Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $2.09K <0.01% 0 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38 shares; 2023Q2: 38 shares; 2023Q3: 38 shares; 2023Q4: not reported; 2024Q1: 38 shares; 2024Q2: 38 shares; 2024Q3: 38 shares 38 $2.08K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 31 shares; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 7 shares 7 $2.06K <0.01% -13 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS 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: 22 shares; 2024Q2: 30 shares; 2024Q3: 20 shares 20 $2.05K <0.01% -10 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,255 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: not reported; 2024Q1: 175 shares; 2024Q2: 175 shares; 2024Q3: 175 shares 175 $2.04K <0.01% 0 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,286 shares; 2023Q2: 920 shares; 2023Q3: 868 shares; 2023Q4: not reported; 2024Q1: 408 shares; 2024Q2: 549 shares; 2024Q3: 335 shares 335 $2.04K <0.01% -214 Timeline CDW CDW CORP More: the full row for CDW 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: 6 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $2.04K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ 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: 31 shares; 2024Q2: 49 shares; 2024Q3: 58 shares 58 $2.04K <0.01% +9 Timeline OTEX OPEN TEXT CORP More: the full row for OPEN TEXT 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: 100 shares; 2024Q3: 61 shares 61 $2.03K <0.01% -39 Timeline JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME 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: 116 shares; 2024Q2: 230 shares; 2024Q3: 230 shares 230 $2.03K <0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER 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: 2 shares; 2024Q2: 2 shares; 2024Q3: 4 shares 4 $2.03K <0.01% +2 Timeline VST VISTRA CORP More: the full row for VISTRA 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: 47 shares; 2024Q2: 17 shares; 2024Q3: 17 shares 17 $2.02K <0.01% 0 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 499 shares; 2023Q2: 499 shares; 2023Q3: 499 shares; 2023Q4: not reported; 2024Q1: 298 shares; 2024Q2: 298 shares; 2024Q3: 196 shares 196 $2.01K <0.01% -102 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 132 shares; 2023Q2: 172 shares; 2023Q3: 172 shares; 2023Q4: not reported; 2024Q1: 132 shares; 2024Q2: 6 shares; 2024Q3: 19 shares 19 $1.99K <0.01% +13 Timeline SVOL SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN 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: 90 shares; 2024Q3: 90 shares 90 $1.98K <0.01% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 11 shares; 2024Q2: 16 shares; 2024Q3: 18 shares 18 $1.96K <0.01% +2 Timeline PCG PG&E CORP More: the full row for PG&E 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: 68 shares; 2024Q2: 99 shares; 2024Q3: 99 shares 99 $1.96K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 106 shares; 2023Q4: not reported; 2024Q1: 50 shares; 2024Q2: 50 shares; 2024Q3: 50 shares 50 $1.93K <0.01% 0 Timeline IGLB 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: 46 shares; 2023Q2: 46 shares; 2023Q3: 46 shares; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 36 shares 36 $1.93K <0.01% +4 Timeline CABA CABALETTA BIO INC More: the full row for CABALETTA BIO 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: 900 shares; 2024Q2: 400 shares; 2024Q3: 400 shares 400 $1.89K <0.01% 0 Timeline USOI UBS AG More: the full row for UBS AG 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 shares; 2024Q2: 12 shares; 2024Q3: 29 shares 29 $1.89K <0.01% +17 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1 shares; 2023Q2: 1 shares; 2023Q3: 1 shares; 2023Q4: not reported; 2024Q1: 1 shares; 2024Q2: 1 shares; 2024Q3: 1 shares 1 $1.84K <0.01% 0 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 11 shares; 2024Q3: 11 shares 11 $1.83K <0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: not reported; 2024Q1: 41 shares; 2024Q2: not reported; 2024Q3: 4 shares 4 $1.8K <0.01% new Timeline MLPX 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 32 shares; 2024Q2: 32 shares; 2024Q3: 32 shares 32 $1.76K <0.01% 0 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY 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: 14 shares; 2024Q2: 15 shares; 2024Q3: 16 shares 16 $1.74K <0.01% +1 Timeline TWO TWO HARBORS INVENTMENT CORPO More: the full row for TWO HARBORS INVENTMENT CORPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: not reported; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $1.74K <0.01% 0 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 942 shares; 2023Q2: 1,066 shares; 2023Q3: 892 shares; 2023Q4: not reported; 2024Q1: 401 shares; 2024Q2: 277 shares; 2024Q3: 169 shares 169 $1.72K <0.01% -108 Timeline SKYW SKYWEST INC More: the full row for SKYWEST 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: 10 shares; 2024Q2: 14 shares; 2024Q3: 20 shares 20 $1.7K <0.01% +6 Timeline XLRE 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: 70 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: not reported; 2024Q1: 37 shares; 2024Q2: 37 shares; 2024Q3: 37 shares 37 $1.65K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $1.65K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA 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: 5 shares; 2024Q3: 5 shares 5 $1.58K <0.01% 0 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL 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: 11 shares; 2024Q3: 11 shares 11 $1.56K <0.01% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 365 shares; 2023Q4: not reported; 2024Q1: 369 shares; 2024Q2: 380 shares; 2024Q3: 8 shares 8 $1.55K <0.01% -372 Timeline XIGDX VOYA GLBL EQTY DIV & PREM OP More: the full row for VOYA GLBL EQTY DIV & PREM OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 300 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: not reported; 2024Q1: 270 shares; 2024Q2: 270 shares; 2024Q3: 270 shares 270 $1.52K <0.01% 0 Timeline JIRE 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: not reported; 2024Q2: not reported; 2024Q3: 23 shares 23 $1.52K <0.01% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI 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: 11 shares; 2024Q2: 11 shares; 2024Q3: 15 shares 15 $1.51K <0.01% +4 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION 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 $1.51K <0.01% 0 SCHM 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $1.51K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG 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: 16 shares; 2024Q2: 97 shares; 2024Q3: 61 shares 61 $1.5K <0.01% -36 Timeline ENR ENERGIZER HLDGS INC More: the full row for ENERGIZER HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: not reported; 2024Q1: 46 shares; 2024Q2: 47 shares; 2024Q3: 47 shares 47 $1.5K <0.01% 0 Timeline IQLT 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: 623 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: not reported; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $1.49K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,040 shares; 2023Q2: 31,509 shares; 2023Q3: 33,146 shares; 2023Q4: 38,077 shares; 2024Q1: 41,036 shares; 2024Q2: 140 shares; 2024Q3: 140 shares 140 $1.48K <0.01% 0 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 35 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: not reported; 2024Q1: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $1.47K <0.01% 0 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: not reported; 2024Q1: 23 shares; 2024Q2: 23 shares; 2024Q3: 23 shares 23 $1.46K <0.01% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 553 shares; 2023Q2: 539 shares; 2023Q3: 33 shares; 2023Q4: not reported; 2024Q1: 114 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $1.45K <0.01% 0 Timeline CNK CINEMARK HLDGS INC More: the full row for CINEMARK HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15 shares; 2023Q2: 15 shares; 2023Q3: 15 shares; 2023Q4: not reported; 2024Q1: 15 shares; 2024Q2: 15 shares; 2024Q3: 51 shares 51 $1.42K <0.01% +36 Timeline XSMO 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 21 shares 21 $1.39K <0.01% new Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares; 2023Q4: not reported; 2024Q1: 36 shares; 2024Q2: 36 shares; 2024Q3: 36 shares 36 $1.39K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR 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: 3 shares; 2024Q2: 15 shares; 2024Q3: 9 shares 9 $1.38K <0.01% -6 Timeline SCZ 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: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $1.35K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON 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: not reported; 2024Q3: 5 shares 5 $1.31K <0.01% new Timeline DT DYNATRACE INC More: the full row for DYNATRACE 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: 24 shares 24 $1.28K <0.01% new Timeline PATK PATRICK INDS INC More: the full row for PATRICK INDS 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: 5 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $1.28K <0.01% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: not reported; 2024Q1: 134 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $1.26K <0.01% 0 Timeline SCHZ 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $1.25K <0.01% 0 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT 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: 11 shares; 2024Q3: 11 shares 11 $1.22K <0.01% 0 Timeline ANVS ANNOVIS BIO INC More: the full row for ANNOVIS BIO 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 $1.21K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,149 shares; 2023Q2: 1,192 shares; 2023Q3: 1,024 shares; 2023Q4: 1,165 shares; 2024Q1: 1,180 shares; 2024Q2: 1,230 shares; 2024Q3: 4 shares 4 $1.2K <0.01% -1,226 Timeline PNR PENTAIR PLC More: the full row for PENTAIR 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: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $1.17K <0.01% 0 Timeline ENIC ENEL CHILE SA More: the full row for ENEL CHILE SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,920 shares; 2023Q2: 2,046 shares; 2023Q3: 1,104 shares; 2023Q4: not reported; 2024Q1: 740 shares; 2024Q2: 740 shares; 2024Q3: 417 shares 417 $1.16K <0.01% -323 Timeline VEU 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 18 shares; 2024Q3: 18 shares 18 $1.15K <0.01% 0 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL 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 $1.14K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES 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: 4 shares; 2024Q3: 4 shares 4 $1.13K <0.01% 0 Timeline AMPLIFY ALTERNATIVE HARVEST… AMPLIFY ALTERNATIVE HARVEST ETF More: the full row for AMPLIFY ALTERNATIVE HARVEST 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: not reported; 2024Q2: not reported; 2024Q3: 335 shares 335 $1.11K <0.01% new SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3 shares; 2024Q2: 3 shares; 2024Q3: 3 shares 3 $1.11K <0.01% 0 Timeline AYI ACUITY INC More: the full row for ACUITY 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: 3 shares; 2024Q2: 4 shares; 2024Q3: 4 shares 4 $1.1K <0.01% 0 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS 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: 4 shares 4 $1.1K <0.01% new Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 951 shares; 2023Q2: 7 shares; 2023Q3: 7 shares; 2023Q4: not reported; 2024Q1: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $1.09K <0.01% 0 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER 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 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $1.08K <0.01% 0 Timeline AMC AMC ENTMT HLDGS INC More: the full row for AMC ENTMT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,354 shares; 2023Q2: 1,354 shares; 2023Q3: 288 shares; 2023Q4: not reported; 2024Q1: 235 shares; 2024Q2: 235 shares; 2024Q3: 235 shares 235 $1.07K <0.01% 0 Timeline MOS MOSAIC CO More: the full row for MOSAIC 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: 64 shares; 2024Q2: 158 shares; 2024Q3: 39 shares 39 $1.04K <0.01% -119 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16 shares 16 $1.03K <0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS 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: 5 shares; 2024Q2: 5 shares; 2024Q3: 5 shares 5 $1.02K <0.01% 0 Timeline SYLD CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,280 shares; 2023Q2: 20,251 shares; 2023Q3: 21,922 shares; 2023Q4: 24,494 shares; 2024Q1: 15 shares; 2024Q2: 14 shares; 2024Q3: 14 shares 14 $1.02K <0.01% 0 Timeline VEGI 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 shares; 2023Q2: 26 shares; 2023Q3: 26 shares; 2023Q4: not reported; 2024Q1: 26 shares; 2024Q2: 26 shares; 2024Q3: 26 shares 26 $989 <0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL 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: 26 shares 26 $987 <0.01% new Timeline ICAP SERIES PORTFOLIOS TR More: the full row for SERIES PORTFOLIOS 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: 35 shares; 2024Q2: 35 shares; 2024Q3: 35 shares 35 $953 <0.01% 0 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 5 shares; 2024Q3: 11 shares 11 $938 <0.01% +6 Timeline ABAT AMERICAN BATTERY TECHNOLOGY More: the full row for AMERICAN BATTERY TECHNOLOGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 250 shares; 2023Q4: not reported; 2024Q1: 850 shares; 2024Q2: 850 shares; 2024Q3: 850 shares 850 $910 <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN 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: 18 shares; 2024Q2: 19 shares; 2024Q3: 19 shares 19 $907 <0.01% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares; 2023Q4: not reported; 2024Q1: 79 shares; 2024Q2: 71 shares; 2024Q3: 71 shares 71 $907 <0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $896 <0.01% 0 Timeline JNK 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: not reported; 2023Q4: not reported; 2024Q1: 9 shares; 2024Q2: 9 shares; 2024Q3: 9 shares 9 $895 <0.01% 0 Timeline ROBT 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: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 20 shares; 2024Q2: 20 shares; 2024Q3: 20 shares 20 $876 <0.01% 0 Timeline NSIT INSIGHT ENTERPRISES INC More: the full row for INSIGHT ENTERPRISES 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: 4 shares; 2024Q3: 4 shares 4 $862 <0.01% 0 Timeline RIG TRANSOCEAN LTD More: the full row for TRANSOCEAN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 215 shares; 2023Q2: 215 shares; 2023Q3: 215 shares; 2023Q4: not reported; 2024Q1: 215 shares; 2024Q2: 202 shares; 2024Q3: 202 shares 202 $859 <0.01% 0 Timeline TRMD TORM PLC More: the full row for TORM 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: 25 shares; 2024Q2: 25 shares; 2024Q3: 25 shares 25 $855 <0.01% 0 Timeline RFIL RF INDS LTD More: the full row for RF INDS LTD 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 $816 <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS 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: 51 shares; 2024Q2: 46 shares; 2024Q3: 46 shares 46 $810 <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP 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: 45 shares; 2024Q2: 45 shares; 2024Q3: 45 shares 45 $776 <0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 89 shares; 2023Q2: 28 shares; 2023Q3: 42 shares; 2023Q4: not reported; 2024Q1: 320 shares; 2024Q2: 216 shares; 2024Q3: 66 shares 66 $768 <0.01% -150 Timeline ARKG 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: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: not reported; 2024Q1: 30 shares; 2024Q2: 30 shares; 2024Q3: 30 shares 30 $768 <0.01% 0 Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $758 <0.01% 0 Timeline CVSA COVISTA INC More: the full row for COVISTA 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: 10 shares; 2024Q2: 10 shares; 2024Q3: 10 shares 10 $755 <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 482 shares; 2023Q2: 482 shares; 2023Q3: 376 shares; 2023Q4: not reported; 2024Q1: 376 shares; 2024Q2: 151 shares; 2024Q3: 130 shares 130 $748 <0.01% -21 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 509 shares; 2023Q2: 509 shares; 2023Q3: 509 shares; 2023Q4: not reported; 2024Q1: 425 shares; 2024Q2: 425 shares; 2024Q3: 425 shares 425 $748 <0.01% 0 TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 12 shares; 2023Q3: 12 shares; 2023Q4: not reported; 2024Q1: 12 shares; 2024Q2: 12 shares; 2024Q3: 12 shares 12 $745 <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 66 shares; 2023Q2: 66 shares; 2023Q3: 66 shares; 2023Q4: not reported; 2024Q1: 66 shares; 2024Q2: 66 shares; 2024Q3: 66 shares 66 $706 <0.01% 0 Timeline SPSB 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: 265 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 23 shares 23 $696 <0.01% new Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON 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: 34 shares 34 $685 <0.01% new Timeline LDTCF LEDDARTECH HLDGS INC COM(CAN) More: the full row for LEDDARTECH HLDGS INC COM(CAN) 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: 2,600 shares; 2024Q2: 2,300 shares; 2024Q3: 2,300 shares 2,300 $679 <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS 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: 7 shares; 2024Q2: 7 shares; 2024Q3: 7 shares 7 $672 <0.01% 0 Timeline