IWS 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: 1,185,930 shares; 2023Q2: 1,315,706 shares; 2023Q3: 1,307,685 shares; 2023Q4: 1,275,546 shares; 2024Q1: 1,289,961 shares; 2024Q2: 1,101,601 shares; 2024Q3: 1,098,634 shares 1,098,634 $145M 10.59% -2,967 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,318 shares; 2023Q2: 2,679 shares; 2023Q3: 2,679 shares; 2023Q4: 7,642 shares; 2024Q1: 5,816 shares; 2024Q2: 21,485 shares; 2024Q3: 199,084 shares 199,084 $115M 8.37% +177,599 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 945,175 shares; 2023Q2: 861,531 shares; 2023Q3: 836,296 shares; 2023Q4: 806,217 shares; 2024Q1: 780,639 shares; 2024Q2: 713,583 shares; 2024Q3: 378,543 shares 378,543 $107M 7.81% -335,040 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: 912,806 shares; 2023Q2: 927,079 shares; 2023Q3: 885,469 shares; 2023Q4: 840,781 shares; 2024Q1: 787,312 shares; 2024Q2: 591,630 shares; 2024Q3: 509,806 shares 509,806 $59.8M 4.36% -81,824 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 689,067 shares; 2023Q2: 645,248 shares; 2023Q3: 633,244 shares; 2023Q4: 554,304 shares; 2024Q1: 599,462 shares; 2024Q2: 570,570 shares; 2024Q3: 486,851 shares 486,851 $49.3M 3.59% -83,719 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: 105,915 shares; 2023Q2: 109,960 shares; 2023Q3: 113,588 shares; 2023Q4: 126,339 shares; 2024Q1: 551,442 shares; 2024Q2: 504,273 shares; 2024Q3: 484,747 shares 484,747 $30.2M 2.2% -19,526 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,060 shares; 2023Q2: 32,998 shares; 2023Q3: 31,881 shares; 2023Q4: 27,915 shares; 2024Q1: 26,113 shares; 2024Q2: 228,098 shares; 2024Q3: 228,440 shares 228,440 $27.7M 2.02% +342 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 66,426 shares; 2023Q2: 65,798 shares; 2023Q3: 68,052 shares; 2023Q4: 68,261 shares; 2024Q1: 67,383 shares; 2024Q2: 60,989 shares; 2024Q3: 62,697 shares 62,697 $27M 1.97% +1,708 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 117,900 shares; 2023Q2: 99,683 shares; 2023Q3: 97,043 shares; 2023Q4: 99,235 shares; 2024Q1: 96,017 shares; 2024Q2: 102,706 shares; 2024Q3: 106,630 shares 106,630 $24.8M 1.81% +3,924 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 107,597 shares; 2023Q2: 103,664 shares; 2023Q3: 111,157 shares; 2023Q4: 113,960 shares; 2024Q1: 113,843 shares; 2024Q2: 121,578 shares; 2024Q3: 129,648 shares 129,648 $24.2M 1.76% +8,070 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,496 shares; 2023Q2: 27,714 shares; 2023Q3: 30,730 shares; 2023Q4: 31,282 shares; 2024Q1: 30,579 shares; 2024Q2: 25,772 shares; 2024Q3: 29,347 shares 29,347 $16.8M 1.22% +3,575 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 115,394 shares; 2023Q2: 95,066 shares; 2023Q3: 91,853 shares; 2023Q4: 281,397 shares; 2024Q1: 86,270 shares; 2024Q2: 77,559 shares; 2024Q3: 65,380 shares 65,380 $12.9M 0.94% -12,179 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 247,281 shares; 2023Q2: 244,601 shares; 2023Q3: 259,914 shares; 2023Q4: 261,101 shares; 2024Q1: 272,644 shares; 2024Q2: 264,772 shares; 2024Q3: 260,745 shares 260,745 $11.7M 0.85% -4,027 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 38,870 shares; 2023Q2: 35,250 shares; 2023Q3: 37,058 shares; 2023Q4: 37,773 shares; 2024Q1: 37,487 shares; 2024Q2: 35,998 shares; 2024Q3: 42,253 shares 42,253 $11.6M 0.85% +6,255 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 64,479 shares; 2023Q2: 39,488 shares; 2023Q3: 48,500 shares; 2023Q4: 50,208 shares; 2024Q1: 93,566 shares; 2024Q2: 108,280 shares; 2024Q3: 115,611 shares 115,611 $9.69M 0.71% +7,331 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,333 shares; 2023Q2: 12,437 shares; 2023Q3: 14,884 shares; 2023Q4: 15,631 shares; 2024Q1: 15,330 shares; 2024Q2: 12,145 shares; 2024Q3: 13,304 shares 13,304 $9.44M 0.69% +1,159 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,741 shares; 2023Q2: 15,925 shares; 2023Q3: 15,960 shares; 2023Q4: 16,585 shares; 2024Q1: 16,635 shares; 2024Q2: 15,147 shares; 2024Q3: 15,590 shares 15,590 $9.12M 0.66% +443 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: 207,745 shares; 2023Q2: 205,268 shares; 2023Q3: 218,820 shares; 2023Q4: 213,655 shares; 2024Q1: 231,482 shares; 2024Q2: 225,747 shares; 2024Q3: 220,540 shares 220,540 $8.96M 0.65% -5,207 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: 70,420 shares; 2023Q2: 88,225 shares; 2023Q3: 93,791 shares; 2023Q4: 69,867 shares; 2024Q1: 118,500 shares; 2024Q2: 158,208 shares; 2024Q3: 154,360 shares 154,360 $8.9M 0.65% -3,848 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,459 shares; 2023Q2: 4,297 shares; 2023Q3: 4,166 shares; 2023Q4: 4,137 shares; 2024Q1: 92,263 shares; 2024Q2: 144,850 shares; 2024Q3: 167,851 shares 167,851 $8.68M 0.63% +23,001 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: 87,708 shares; 2023Q2: 100,798 shares; 2023Q3: 107,304 shares; 2023Q4: 127,435 shares; 2024Q1: 130,352 shares; 2024Q2: 127,053 shares; 2024Q3: 124,090 shares 124,090 $8.65M 0.63% -2,963 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,390 shares; 2023Q2: 8,246 shares; 2023Q3: 8,876 shares; 2023Q4: 9,117 shares; 2024Q1: 10,250 shares; 2024Q2: 8,326 shares; 2024Q3: 9,330 shares 9,330 $8.27M 0.6% +1,004 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 92,995 shares; 2023Q2: 90,966 shares; 2023Q3: 97,222 shares; 2023Q4: 98,849 shares; 2024Q1: 103,083 shares; 2024Q2: 101,657 shares; 2024Q3: 67,506 shares 67,506 $8.2M 0.6% -34,151 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 112,629 shares; 2023Q2: 130,091 shares; 2023Q3: 151,977 shares; 2023Q4: 150,510 shares; 2024Q1: 160,935 shares; 2024Q2: 156,790 shares; 2024Q3: 172,071 shares 172,071 $7.87M 0.57% +15,281 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: 3,003 shares; 2023Q2: 2,941 shares; 2023Q3: 17,241 shares; 2023Q4: 59,730 shares; 2024Q1: 61,008 shares; 2024Q2: 121,721 shares; 2024Q3: 118,886 shares 118,886 $7.76M 0.57% -2,835 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: 46,973 shares; 2023Q2: 45,909 shares; 2023Q3: 46,674 shares; 2023Q4: 44,521 shares; 2024Q1: 48,361 shares; 2024Q2: 43,085 shares; 2024Q3: 41,986 shares 41,986 $7.76M 0.57% -1,099 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 57,037 shares; 2023Q2: 74,395 shares; 2023Q3: 79,288 shares; 2023Q4: 82,054 shares; 2024Q1: 83,960 shares; 2024Q2: 81,792 shares; 2024Q3: 79,850 shares 79,850 $7.66M 0.56% -1,942 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,718 shares; 2023Q2: 7,265 shares; 2023Q3: 8,729 shares; 2023Q4: 11,209 shares; 2024Q1: 11,168 shares; 2024Q2: 10,548 shares; 2024Q3: 11,455 shares 11,455 $7.09M 0.52% +907 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: 118,700 shares; 2023Q2: 137,866 shares; 2023Q3: 146,831 shares; 2023Q4: 139,001 shares; 2024Q1: 155,418 shares; 2024Q2: 151,442 shares; 2024Q3: 147,927 shares 147,927 $7.03M 0.51% -3,515 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: 157,667 shares; 2023Q2: 155,744 shares; 2023Q3: 166,195 shares; 2023Q4: 171,992 shares; 2024Q1: 142,228 shares; 2024Q2: 111,041 shares; 2024Q3: 108,540 shares 108,540 $7.01M 0.51% -2,501 O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 46,074 shares; 2023Q2: 45,553 shares; 2023Q3: 48,305 shares; 2023Q4: 48,716 shares; 2024Q1: 73,627 shares; 2024Q2: 109,182 shares; 2024Q3: 106,704 shares 106,704 $6.77M 0.49% -2,478 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 416,997 shares; 2023Q2: 500,060 shares; 2023Q3: 373,464 shares; 2023Q4: 368,110 shares; 2024Q1: 383,926 shares; 2024Q2: 313,717 shares; 2024Q3: 307,059 shares 307,059 $6.76M 0.49% -6,658 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,611 shares; 2023Q2: 23,900 shares; 2023Q3: 37,174 shares; 2023Q4: 36,765 shares; 2024Q1: 41,024 shares; 2024Q2: 48,052 shares; 2024Q3: 45,318 shares 45,318 $6.67M 0.49% -2,734 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 77,401 shares; 2023Q2: 85,493 shares; 2023Q3: 90,454 shares; 2023Q4: 90,260 shares; 2024Q1: 95,703 shares; 2024Q2: 93,212 shares; 2024Q3: 55,568 shares 55,568 $6.41M 0.47% -37,644 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 399,355 shares; 2023Q2: 395,039 shares; 2023Q3: 421,429 shares; 2023Q4: 429,631 shares; 2024Q1: 446,190 shares; 2024Q2: 434,701 shares; 2024Q3: 424,878 shares 424,878 $6.25M 0.46% -9,823 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,671 shares; 2023Q2: 10,539 shares; 2023Q3: 11,282 shares; 2023Q4: 11,638 shares; 2024Q1: 7,537 shares; 2024Q2: 17,285 shares; 2024Q3: 49,350 shares 49,350 $6.23M 0.45% +32,065 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 166,835 shares; 2023Q2: 164,801 shares; 2023Q3: 175,913 shares; 2023Q4: 174,239 shares; 2024Q1: 186,281 shares; 2024Q2: 181,620 shares; 2024Q3: 177,541 shares 177,541 $6.18M 0.45% -4,079 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,242 shares; 2023Q2: 16,675 shares; 2023Q3: 16,347 shares; 2023Q4: 16,221 shares; 2024Q1: 16,629 shares; 2024Q2: 29,117 shares; 2024Q3: 36,999 shares 36,999 $6.14M 0.45% +7,882 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 33,289 shares; 2023Q2: 32,939 shares; 2023Q3: 45,995 shares; 2023Q4: 45,037 shares; 2024Q1: 48,586 shares; 2024Q2: 47,324 shares; 2024Q3: 46,267 shares 46,267 $6.09M 0.44% -1,057 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,033 shares; 2023Q2: 6,631 shares; 2023Q3: 6,243 shares; 2023Q4: 6,974 shares; 2024Q1: 6,539 shares; 2024Q2: 15,258 shares; 2024Q3: 17,226 shares 17,226 $6.09M 0.44% +1,968 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: 158,753 shares; 2023Q2: 155,306 shares; 2023Q3: 141,361 shares; 2023Q4: 140,939 shares; 2024Q1: 149,508 shares; 2024Q2: 145,445 shares; 2024Q3: 142,169 shares 142,169 $6.08M 0.44% -3,276 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 144,665 shares; 2023Q2: 163,181 shares; 2023Q3: 172,978 shares; 2023Q4: 160,534 shares; 2024Q1: 217,947 shares; 2024Q2: 210,629 shares; 2024Q3: 205,306 shares 205,306 $5.94M 0.43% -5,323 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49,055 shares; 2023Q2: 41,637 shares; 2023Q3: 44,166 shares; 2023Q4: 51,504 shares; 2024Q1: 32,837 shares; 2024Q2: 28,859 shares; 2024Q3: 29,672 shares 29,672 $5.86M 0.43% +813 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240,052 shares; 2023Q2: 236,191 shares; 2023Q3: 251,813 shares; 2023Q4: 260,257 shares; 2024Q1: 261,282 shares; 2024Q2: 201,461 shares; 2024Q3: 127,557 shares 127,557 $5.82M 0.42% -73,904 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,749 shares; 2023Q2: 10,748 shares; 2023Q3: 10,779 shares; 2023Q4: 11,051 shares; 2024Q1: 11,684 shares; 2024Q2: 10,956 shares; 2024Q3: 11,577 shares 11,577 $5.69M 0.41% +621 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: 54,903 shares; 2023Q2: 64,080 shares; 2023Q3: 67,670 shares; 2023Q4: 64,949 shares; 2024Q1: 71,938 shares; 2024Q2: 69,770 shares; 2024Q3: 55,301 shares 55,301 $5.67M 0.41% -14,469 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,080 shares; 2023Q2: 20,458 shares; 2023Q3: 19,395 shares; 2023Q4: 19,942 shares; 2024Q1: 17,147 shares; 2024Q2: 14,929 shares; 2024Q3: 16,316 shares 16,316 $5.58M 0.41% +1,387 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,548 shares; 2023Q2: 5,083 shares; 2023Q3: 5,207 shares; 2023Q4: 5,839 shares; 2024Q1: 5,518 shares; 2024Q2: 5,147 shares; 2024Q3: 6,690 shares 6,690 $5.57M 0.41% +1,543 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 69,364 shares; 2023Q2: 82,878 shares; 2023Q3: 87,848 shares; 2023Q4: 90,921 shares; 2024Q1: 93,041 shares; 2024Q2: 90,615 shares; 2024Q3: 88,498 shares 88,498 $5.43M 0.4% -2,117 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 74,927 shares; 2023Q2: 67,184 shares; 2023Q3: 70,568 shares; 2023Q4: 69,101 shares; 2024Q1: 68,893 shares; 2024Q2: 67,489 shares; 2024Q3: 72,047 shares 72,047 $5.42M 0.39% +4,558 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,421 shares; 2023Q2: 27,337 shares; 2023Q3: 26,973 shares; 2023Q4: 27,841 shares; 2024Q1: 25,226 shares; 2024Q2: 20,702 shares; 2024Q3: 23,648 shares 23,648 $5.28M 0.38% +2,946 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,696 shares; 2023Q2: 29,138 shares; 2023Q3: 32,789 shares; 2023Q4: 23,226 shares; 2024Q1: 22,107 shares; 2024Q2: 22,827 shares; 2024Q3: 16,346 shares 16,346 $5.27M 0.38% -6,481 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,002 shares; 2023Q2: 18,458 shares; 2023Q3: 18,414 shares; 2023Q4: 18,864 shares; 2024Q1: 15,909 shares; 2024Q2: 15,317 shares; 2024Q3: 15,852 shares 15,852 $5.25M 0.38% +535 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,740 shares; 2023Q2: 6,199 shares; 2023Q3: 5,434 shares; 2023Q4: 5,558 shares; 2024Q1: 5,399 shares; 2024Q2: 5,094 shares; 2024Q3: 4,994 shares 4,994 $5.19M 0.38% -100 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 387 shares; 2023Q2: 356 shares; 2023Q3: 346 shares; 2023Q4: 357 shares; 2024Q1: 317 shares; 2024Q2: 211 shares; 2024Q3: 36,867 shares 36,867 $5.17M 0.38% +36,656 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,657 shares; 2023Q2: 12,695 shares; 2023Q3: 13,391 shares; 2023Q4: 13,906 shares; 2024Q1: 13,233 shares; 2024Q2: 11,635 shares; 2024Q3: 13,619 shares 13,619 $4.92M 0.36% +1,984 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,097 shares; 2023Q2: 19,474 shares; 2023Q3: 20,385 shares; 2023Q4: 18,777 shares; 2024Q1: 18,696 shares; 2024Q2: 16,203 shares; 2024Q3: 17,866 shares 17,866 $4.89M 0.36% +1,663 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37,555 shares; 2023Q2: 35,023 shares; 2023Q3: 35,820 shares; 2023Q4: 36,185 shares; 2024Q1: 37,425 shares; 2024Q2: 35,467 shares; 2024Q3: 38,810 shares 38,810 $4.7M 0.34% +3,343 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: 253 shares; 2023Q4: 157,204 shares; 2024Q1: 208,395 shares; 2024Q2: 203,155 shares; 2024Q3: 197,529 shares 197,529 $4.57M 0.33% -5,626 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17 shares; 2023Q2: 17 shares; 2023Q3: 17 shares; 2023Q4: 17 shares; 2024Q1: 17 shares; 2024Q2: 18,211 shares; 2024Q3: 26,304 shares 26,304 $4.57M 0.33% +8,093 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 165,851 shares; 2023Q2: 166,769 shares; 2023Q3: 176,665 shares; 2023Q4: 169,430 shares; 2024Q1: 176,379 shares; 2024Q2: 168,274 shares; 2024Q3: 172,741 shares 172,741 $4.53M 0.33% +4,467 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,739 shares; 2023Q2: 13,750 shares; 2023Q3: 10,825 shares; 2023Q4: 23,757 shares; 2024Q1: 12,672 shares; 2024Q2: 12,138 shares; 2024Q3: 11,787 shares 11,787 $4.53M 0.33% -351 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 100,331 shares; 2023Q2: 88,431 shares; 2023Q3: 93,752 shares; 2023Q4: 95,238 shares; 2024Q1: 97,363 shares; 2024Q2: 80,811 shares; 2024Q3: 50,157 shares 50,157 $4.52M 0.33% -30,654 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: 3,489 shares; 2023Q2: 3,223 shares; 2023Q3: 3,402 shares; 2023Q4: 3,505 shares; 2024Q1: 3,417 shares; 2024Q2: 4,601 shares; 2024Q3: 5,092 shares 5,092 $4.52M 0.33% +491 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,676 shares; 2023Q2: 8,881 shares; 2023Q3: 9,368 shares; 2023Q4: 9,664 shares; 2024Q1: 8,230 shares; 2024Q2: 7,879 shares; 2024Q3: 8,716 shares 8,716 $4.5M 0.33% +837 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,545 shares; 2023Q2: 9,722 shares; 2023Q3: 10,272 shares; 2023Q4: 11,536 shares; 2024Q1: 11,187 shares; 2024Q2: 10,739 shares; 2024Q3: 11,740 shares 11,740 $4.48M 0.33% +1,001 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,727 shares; 2023Q2: 10,919 shares; 2023Q3: 10,580 shares; 2023Q4: 10,839 shares; 2024Q1: 9,844 shares; 2024Q2: 6,910 shares; 2024Q3: 26,077 shares 26,077 $4.43M 0.32% +19,167 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 43,132 shares; 2023Q2: 43,190 shares; 2023Q3: 45,415 shares; 2023Q4: 65,740 shares; 2024Q1: 67,140 shares; 2024Q2: 63,381 shares; 2024Q3: 61,349 shares 61,349 $4.41M 0.32% -2,032 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,516 shares; 2023Q2: 4,490 shares; 2023Q3: 4,461 shares; 2023Q4: 4,156 shares; 2024Q1: 5,008 shares; 2024Q2: 4,521 shares; 2024Q3: 41,877 shares 41,877 $4.37M 0.32% +37,356 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,140 shares; 2023Q2: 4,723 shares; 2023Q3: 15,107 shares; 2023Q4: 16,579 shares; 2024Q1: 15,425 shares; 2024Q2: 13,757 shares; 2024Q3: 17,671 shares 17,671 $4.36M 0.32% +3,914 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,302 shares; 2023Q2: 3,278 shares; 2023Q3: 3,771 shares; 2023Q4: 3,939 shares; 2024Q1: 3,538 shares; 2024Q2: 2,360 shares; 2024Q3: 25,229 shares 25,229 $4.35M 0.32% +22,869 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,162 shares; 2023Q2: 6,783 shares; 2023Q3: 7,387 shares; 2023Q4: 7,612 shares; 2024Q1: 8,586 shares; 2024Q2: 7,747 shares; 2024Q3: 8,146 shares 8,146 $4.22M 0.31% +399 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: 117,155 shares; 2023Q2: 85,973 shares; 2023Q3: 72,000 shares; 2023Q4: 256,921 shares; 2024Q1: 77,464 shares; 2024Q2: 66,880 shares; 2024Q3: 66,185 shares 66,185 $4.17M 0.3% -695 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: 21,632 shares; 2023Q2: 19,149 shares; 2023Q3: 16,994 shares; 2023Q4: 17,569 shares; 2024Q1: 17,468 shares; 2024Q2: 18,817 shares; 2024Q3: 21,036 shares 21,036 $4.11M 0.3% +2,219 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,157 shares; 2023Q2: 9,717 shares; 2023Q3: 9,208 shares; 2023Q4: 9,409 shares; 2024Q1: 9,082 shares; 2024Q2: 7,240 shares; 2024Q3: 6,938 shares 6,938 $3.98M 0.29% -302 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,313 shares; 2023Q2: 606 shares; 2023Q3: 14,115 shares; 2023Q4: 22,183 shares; 2024Q1: 21,601 shares; 2024Q2: 23,610 shares; 2024Q3: 25,432 shares 25,432 $3.96M 0.29% +1,822 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 110,927 shares; 2023Q2: 108,955 shares; 2023Q3: 116,216 shares; 2023Q4: 119,014 shares; 2024Q1: 123,184 shares; 2024Q2: 120,123 shares; 2024Q3: 117,448 shares 117,448 $3.89M 0.28% -2,675 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 36,507 shares; 2023Q2: 33,894 shares; 2023Q3: 35,641 shares; 2023Q4: 36,136 shares; 2024Q1: 35,623 shares; 2024Q2: 33,969 shares; 2024Q3: 37,444 shares 37,444 $3.75M 0.27% +3,475 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: 233,890 shares; 2023Q2: 117,842 shares; 2023Q3: 126,005 shares; 2023Q4: 125,406 shares; 2024Q1: 105,536 shares; 2024Q2: 104,828 shares; 2024Q3: 102,380 shares 102,380 $3.75M 0.27% -2,448 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,056 shares; 2023Q2: 44,878 shares; 2023Q3: 48,010 shares; 2023Q4: 46,690 shares; 2024Q1: 46,026 shares; 2024Q2: 38,910 shares; 2024Q3: 43,802 shares 43,802 $3.7M 0.27% +4,892 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,911 shares; 2023Q2: 28,599 shares; 2023Q3: 28,869 shares; 2023Q4: 30,581 shares; 2024Q1: 32,380 shares; 2024Q2: 31,251 shares; 2024Q3: 37,070 shares 37,070 $3.66M 0.27% +5,819 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,965 shares; 2023Q2: 10,574 shares; 2023Q3: 11,630 shares; 2023Q4: 12,671 shares; 2024Q1: 13,755 shares; 2024Q2: 13,531 shares; 2024Q3: 14,980 shares 14,980 $3.66M 0.27% +1,449 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,028 shares; 2023Q2: 5,436 shares; 2023Q3: 4,414 shares; 2023Q4: 4,267 shares; 2024Q1: 3,993 shares; 2024Q2: 2,921 shares; 2024Q3: 22,525 shares 22,525 $3.65M 0.27% +19,604 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 41,707 shares; 2023Q2: 40,100 shares; 2023Q3: 42,430 shares; 2023Q4: 37,564 shares; 2024Q1: 40,521 shares; 2024Q2: 27,121 shares; 2024Q3: 26,459 shares 26,459 $3.61M 0.26% -662 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,052 shares; 2023Q2: 8,661 shares; 2023Q3: 11,971 shares; 2023Q4: 12,821 shares; 2024Q1: 13,385 shares; 2024Q2: 12,921 shares; 2024Q3: 76,404 shares 76,404 $3.6M 0.26% +63,483 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 30,681 shares; 2023Q2: 28,332 shares; 2023Q3: 29,787 shares; 2023Q4: 29,466 shares; 2024Q1: 31,489 shares; 2024Q2: 41,503 shares; 2024Q3: 46,117 shares 46,117 $3.6M 0.26% +4,614 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 511 shares; 2023Q2: 40 shares; 2023Q3: 95 shares; 2023Q4: 143 shares; 2024Q1: 143 shares; 2024Q2: 131 shares; 2024Q3: 30,254 shares 30,254 $3.59M 0.26% +30,123 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,752 shares; 2023Q2: 4,064 shares; 2023Q3: 4,709 shares; 2023Q4: 4,856 shares; 2024Q1: 5,189 shares; 2024Q2: 5,591 shares; 2024Q3: 5,761 shares 5,761 $3.58M 0.26% +170 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49 shares; 2023Q2: 45 shares; 2023Q3: 18,201 shares; 2023Q4: 18,934 shares; 2024Q1: 19,275 shares; 2024Q2: 23 shares; 2024Q3: 26,285 shares 26,285 $3.53M 0.26% +26,262 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,618 shares; 2023Q2: 16,070 shares; 2023Q3: 18,708 shares; 2023Q4: 20,167 shares; 2024Q1: 21,120 shares; 2024Q2: 22,084 shares; 2024Q3: 26,318 shares 26,318 $3.42M 0.25% +4,234 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: 71,680 shares; 2023Q2: 64,396 shares; 2023Q3: 60,845 shares; 2023Q4: 62,623 shares; 2024Q1: 61,250 shares; 2024Q2: 58,602 shares; 2024Q3: 64,868 shares 64,868 $3.38M 0.25% +6,266 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 355,770 shares; 2023Q2: 350,803 shares; 2023Q3: 373,871 shares; 2023Q4: 354,415 shares; 2024Q1: 393,343 shares; 2024Q2: 380,890 shares; 2024Q3: 285,534 shares 285,534 $3.24M 0.24% -95,356 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: 3,366 shares; 2023Q2: 3,340 shares; 2023Q3: 3,307 shares; 2023Q4: 3,400 shares; 2024Q1: 3,314 shares; 2024Q2: 3,217 shares; 2024Q3: 33,209 shares 33,209 $3.19M 0.23% +29,992 Timeline ONTO ONTO INNOVATION INC More: the full row for ONTO INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,535 shares; 2023Q2: 16,838 shares; 2023Q3: 16,280 shares; 2023Q4: 16,965 shares; 2024Q1: 15,624 shares; 2024Q2: 12,969 shares; 2024Q3: 15,330 shares 15,330 $3.18M 0.23% +2,361 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,525 shares; 2023Q2: 13,579 shares; 2023Q3: 14,689 shares; 2023Q4: 15,711 shares; 2024Q1: 15,962 shares; 2024Q2: 15,373 shares; 2024Q3: 18,127 shares 18,127 $3.11M 0.23% +2,754 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,376 shares; 2023Q2: 9,460 shares; 2023Q3: 10,192 shares; 2023Q4: 10,861 shares; 2024Q1: 9,590 shares; 2024Q2: 8,927 shares; 2024Q3: 10,478 shares 10,478 $3.06M 0.22% +1,551 IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,840 shares; 2023Q2: 14,831 shares; 2023Q3: 8,191 shares; 2023Q4: 8,016 shares; 2024Q1: 7,919 shares; 2024Q2: 6,961 shares; 2024Q3: 7,738 shares 7,738 $2.9M 0.21% +777 Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,466 shares; 2023Q2: 10,954 shares; 2023Q3: 11,699 shares; 2023Q4: 12,488 shares; 2024Q1: 10,296 shares; 2024Q2: 9,836 shares; 2024Q3: 11,623 shares 11,623 $2.86M 0.21% +1,787 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: 5,624 shares; 2023Q2: 5,677 shares; 2023Q3: 6,217 shares; 2023Q4: 8,209 shares; 2024Q1: 9,145 shares; 2024Q2: 8,835 shares; 2024Q3: 10,573 shares 10,573 $2.79M 0.2% +1,738 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,314 shares; 2023Q2: 24,127 shares; 2023Q3: 25,888 shares; 2023Q4: 22,697 shares; 2024Q1: 24,188 shares; 2024Q2: 23,388 shares; 2024Q3: 28,204 shares 28,204 $2.74M 0.2% +4,816 Timeline ICFI ICF INTL INC More: the full row for ICF INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,040 shares; 2023Q2: 14,173 shares; 2023Q3: 15,252 shares; 2023Q4: 14,539 shares; 2024Q1: 14,104 shares; 2024Q2: 13,626 shares; 2024Q3: 15,994 shares 15,994 $2.67M 0.19% +2,368 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,209 shares; 2023Q2: 9,288 shares; 2023Q3: 10,062 shares; 2023Q4: 10,776 shares; 2024Q1: 12,048 shares; 2024Q2: 11,632 shares; 2024Q3: 13,591 shares 13,591 $2.64M 0.19% +1,959 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: 95,157 shares; 2023Q2: 108,753 shares; 2023Q3: 126,667 shares; 2023Q4: 124,267 shares; 2024Q1: 133,337 shares; 2024Q2: 108,722 shares; 2024Q3: 45,483 shares 45,483 $2.63M 0.19% -63,239 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,990 shares; 2023Q2: 8,061 shares; 2023Q3: 9,708 shares; 2023Q4: 10,244 shares; 2024Q1: 10,835 shares; 2024Q2: 10,456 shares; 2024Q3: 12,333 shares 12,333 $2.59M 0.19% +1,877 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,737 shares; 2023Q2: 3,763 shares; 2023Q3: 4,052 shares; 2023Q4: 4,320 shares; 2024Q1: 4,488 shares; 2024Q2: 4,320 shares; 2024Q3: 5,056 shares 5,056 $2.55M 0.19% +736 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,384 shares; 2023Q2: 14,455 shares; 2023Q3: 15,826 shares; 2023Q4: 21,371 shares; 2024Q1: 23,379 shares; 2024Q2: 22,667 shares; 2024Q3: 27,034 shares 27,034 $2.54M 0.18% +4,367 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,406 shares; 2023Q2: 5,237 shares; 2023Q3: 5,025 shares; 2023Q4: 5,349 shares; 2024Q1: 4,682 shares; 2024Q2: 4,509 shares; 2024Q3: 5,351 shares 5,351 $2.49M 0.18% +842 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,982 shares; 2023Q2: 6,023 shares; 2023Q3: 6,184 shares; 2023Q4: 5,502 shares; 2024Q1: 5,736 shares; 2024Q2: 5,508 shares; 2024Q3: 6,519 shares 6,519 $2.45M 0.18% +1,011 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: 17,445 shares; 2023Q2: 16,683 shares; 2023Q3: 11,670 shares; 2023Q4: 12,420 shares; 2024Q1: 13,350 shares; 2024Q2: 12,480 shares; 2024Q3: 12,841 shares 12,841 $2.44M 0.18% +361 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: 9,370 shares; 2023Q2: 7,929 shares; 2023Q3: 8,418 shares; 2023Q4: 7,377 shares; 2024Q1: 7,565 shares; 2024Q2: 7,294 shares; 2024Q3: 8,619 shares 8,619 $2.43M 0.18% +1,325 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,222 shares; 2023Q2: 22,358 shares; 2023Q3: 23,328 shares; 2023Q4: 24,784 shares; 2024Q1: 26,670 shares; 2024Q2: 25,745 shares; 2024Q3: 30,195 shares 30,195 $2.41M 0.18% +4,450 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,880 shares; 2023Q2: 7,622 shares; 2023Q3: 7,222 shares; 2023Q4: 7,341 shares; 2024Q1: 6,730 shares; 2024Q2: 5,593 shares; 2024Q3: 5,954 shares 5,954 $2.41M 0.18% +361 Timeline AIT APPLIED INDL TECHNOLOGIES IN More: the full row for APPLIED INDL TECHNOLOGIES IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,388 shares; 2023Q2: 11,196 shares; 2023Q3: 12,100 shares; 2023Q4: 12,936 shares; 2024Q1: 11,100 shares; 2024Q2: 10,710 shares; 2024Q3: 10,743 shares 10,743 $2.4M 0.17% +33 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,168 shares; 2023Q2: 6,213 shares; 2023Q3: 6,702 shares; 2023Q4: 5,980 shares; 2024Q1: 6,238 shares; 2024Q2: 6,013 shares; 2024Q3: 7,118 shares 7,118 $2.38M 0.17% +1,105 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,357 shares; 2023Q2: 8,512 shares; 2023Q3: 8,124 shares; 2023Q4: 8,116 shares; 2024Q1: 12,004 shares; 2024Q2: 10,890 shares; 2024Q3: 11,157 shares 11,157 $2.35M 0.17% +267 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24,828 shares; 2023Q2: 24,998 shares; 2023Q3: 26,924 shares; 2023Q4: 24,607 shares; 2024Q1: 25,694 shares; 2024Q2: 24,754 shares; 2024Q3: 29,466 shares 29,466 $2.31M 0.17% +4,712 Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,744 shares; 2023Q2: 8,852 shares; 2023Q3: 47,683 shares; 2023Q4: 50,841 shares; 2024Q1: 52,928 shares; 2024Q2: 51,078 shares; 2024Q3: 59,963 shares 59,963 $2.29M 0.17% +8,885 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,260 shares; 2023Q2: 7,552 shares; 2023Q3: 8,091 shares; 2023Q4: 9,040 shares; 2024Q1: 8,252 shares; 2024Q2: 6,967 shares; 2024Q3: 8,682 shares 8,682 $2.27M 0.17% +1,715 Timeline PLUS EPLUS INC More: the full row for EPLUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,661 shares; 2023Q2: 25,892 shares; 2023Q3: 28,044 shares; 2023Q4: 28,774 shares; 2024Q1: 29,983 shares; 2024Q2: 23,204 shares; 2024Q3: 23,004 shares 23,004 $2.26M 0.16% -200 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,170 shares; 2023Q2: 5,217 shares; 2023Q3: 5,713 shares; 2023Q4: 6,164 shares; 2024Q1: 6,468 shares; 2024Q2: 6,241 shares; 2024Q3: 7,485 shares 7,485 $2.24M 0.16% +1,244 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 23,793 shares; 2023Q2: 23,724 shares; 2023Q3: 23,551 shares; 2023Q4: 23,445 shares; 2024Q1: 27,665 shares; 2024Q2: 19,281 shares; 2024Q3: 19,083 shares 19,083 $2.24M 0.16% -198 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 85,928 shares; 2023Q2: 101,984 shares; 2023Q3: 111,450 shares; 2023Q4: 69,398 shares; 2024Q1: 58,509 shares; 2024Q2: 21,279 shares; 2024Q3: 34,042 shares 34,042 $2.21M 0.16% +12,763 NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,377 shares; 2023Q2: 4,034 shares; 2023Q3: 12,370 shares; 2023Q4: 14,274 shares; 2024Q1: 13,743 shares; 2024Q2: 11,809 shares; 2024Q3: 18,535 shares 18,535 $2.21M 0.16% +6,726 Timeline BWIN THE BALDWIN INSURANCE GRP IN More: the full row for THE BALDWIN INSURANCE GRP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 37,385 shares; 2024Q3: 44,251 shares 44,251 $2.2M 0.16% +6,866 Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,161 shares; 2023Q2: 25,227 shares; 2023Q3: 27,356 shares; 2023Q4: 28,897 shares; 2024Q1: 30,545 shares; 2024Q2: 48,310 shares; 2024Q3: 57,145 shares 57,145 $2.17M 0.16% +8,835 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,352 shares; 2023Q2: 12,402 shares; 2023Q3: 12,402 shares; 2023Q4: 12,402 shares; 2024Q1: 12,402 shares; 2024Q2: 12,402 shares; 2024Q3: 12,402 shares 12,402 $2.17M 0.16% 0 Timeline SAPIENS INTERNATIONAL CORP SAPIENS INTERNATIONAL CORP More: the full row for SAPIENS INTERNATIONAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,083 shares; 2023Q2: 29,367 shares; 2023Q3: 32,350 shares; 2023Q4: 49,223 shares; 2024Q1: 51,415 shares; 2024Q2: 49,598 shares; 2024Q3: 58,002 shares 58,002 $2.16M 0.16% +8,404 ALTAIR ENGINEERING INC ALTAIR ENGINEERING INC More: the full row for ALTAIR ENGINEERING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,464 shares; 2023Q2: 16,541 shares; 2023Q3: 17,847 shares; 2023Q4: 19,034 shares; 2024Q1: 19,846 shares; 2024Q2: 19,167 shares; 2024Q3: 22,493 shares 22,493 $2.15M 0.16% +3,326 HAE HAEMONETICS CORP MASS More: the full row for HAEMONETICS CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,890 shares; 2023Q2: 14,106 shares; 2023Q3: 16,417 shares; 2023Q4: 17,616 shares; 2024Q1: 18,579 shares; 2024Q2: 21,956 shares; 2024Q3: 26,234 shares 26,234 $2.11M 0.15% +4,278 Timeline NOVT NOVANTA INC More: the full row for NOVANTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,538 shares; 2023Q2: 11,555 shares; 2023Q3: 10,359 shares; 2023Q4: 10,956 shares; 2024Q1: 11,582 shares; 2024Q2: 11,179 shares; 2024Q3: 11,725 shares 11,725 $2.1M 0.15% +546 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 22,347 shares; 2023Q2: 22,347 shares; 2023Q3: 26,809 shares; 2023Q4: 27,883 shares; 2024Q1: 26,809 shares; 2024Q2: 26,809 shares; 2024Q3: 26,809 shares 26,809 $2.09M 0.15% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,198 shares; 2023Q2: 11,249 shares; 2023Q3: 12,167 shares; 2023Q4: 13,006 shares; 2024Q1: 13,558 shares; 2024Q2: 13,044 shares; 2024Q3: 15,407 shares 15,407 $2.06M 0.15% +2,363 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,701 shares; 2023Q2: 12,433 shares; 2023Q3: 13,380 shares; 2023Q4: 14,864 shares; 2024Q1: 11,944 shares; 2024Q2: 3,912 shares; 2024Q3: 20,897 shares 20,897 $2.04M 0.15% +16,985 Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,708 shares; 2023Q2: 8,767 shares; 2023Q3: 9,500 shares; 2023Q4: 10,059 shares; 2024Q1: 10,675 shares; 2024Q2: 10,321 shares; 2024Q3: 12,226 shares 12,226 $2.02M 0.15% +1,905 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,087 shares; 2023Q2: 9,187 shares; 2023Q3: 9,872 shares; 2023Q4: 10,525 shares; 2024Q1: 10,964 shares; 2024Q2: 10,607 shares; 2024Q3: 12,460 shares 12,460 $2M 0.15% +1,853 Timeline INFORMATICA INC INFORMATICA INC More: the full row for INFORMATICA 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: 40,092 shares; 2024Q1: 54,198 shares; 2024Q2: 52,321 shares; 2024Q3: 77,521 shares 77,521 $1.96M 0.14% +25,200 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: 25,240 shares; 2023Q2: 24,340 shares; 2023Q3: 30,887 shares; 2023Q4: 32,158 shares; 2024Q1: 33,213 shares; 2024Q2: 28,635 shares; 2024Q3: 41,256 shares 41,256 $1.96M 0.14% +12,621 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: 11,343 shares; 2023Q2: 11,520 shares; 2023Q3: 12,401 shares; 2023Q4: 11,996 shares; 2024Q1: 12,284 shares; 2024Q2: 9,322 shares; 2024Q3: 11,008 shares 11,008 $1.94M 0.14% +1,686 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,401 shares; 2023Q2: 8,424 shares; 2023Q3: 9,057 shares; 2023Q4: 9,646 shares; 2024Q1: 9,671 shares; 2024Q2: 9,364 shares; 2024Q3: 10,976 shares 10,976 $1.93M 0.14% +1,612 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,509 shares; 2023Q2: 10,001 shares; 2023Q3: 10,670 shares; 2023Q4: 9,371 shares; 2024Q1: 9,614 shares; 2024Q2: 7,423 shares; 2024Q3: 8,729 shares 8,729 $1.91M 0.14% +1,306 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,745 shares; 2023Q2: 11,745 shares; 2023Q3: 11,745 shares; 2023Q4: 11,745 shares; 2024Q1: 11,721 shares; 2024Q2: 4,513 shares; 2024Q3: 3,848 shares 3,848 $1.88M 0.14% -665 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,283 shares; 2023Q2: 6,778 shares; 2023Q3: 6,706 shares; 2023Q4: 6,966 shares; 2024Q1: 5,709 shares; 2024Q2: 3,376 shares; 2024Q3: 4,159 shares 4,159 $1.87M 0.14% +783 Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 8,496 shares; 2023Q4: 9,504 shares; 2024Q1: 9,966 shares; 2024Q2: 9,635 shares; 2024Q3: 11,500 shares 11,500 $1.87M 0.14% +1,865 Timeline FRPT FRESHPET INC More: the full row for FRESHPET 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: 11,892 shares; 2024Q2: 11,485 shares; 2024Q3: 13,606 shares 13,606 $1.86M 0.14% +2,121 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: 24,196 shares; 2023Q2: 24,426 shares; 2023Q3: 26,526 shares; 2023Q4: 28,541 shares; 2024Q1: 29,822 shares; 2024Q2: 28,677 shares; 2024Q3: 33,979 shares 33,979 $1.82M 0.13% +5,302 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,382 shares; 2023Q2: 17,201 shares; 2023Q3: 21,554 shares; 2023Q4: 23,793 shares; 2024Q1: 20,385 shares; 2024Q2: 12,902 shares; 2024Q3: 15,327 shares 15,327 $1.8M 0.13% +2,425 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,139 shares; 2023Q2: 20,222 shares; 2023Q3: 21,851 shares; 2023Q4: 23,065 shares; 2024Q1: 24,343 shares; 2024Q2: 23,608 shares; 2024Q3: 27,928 shares 27,928 $1.79M 0.13% +4,320 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,415 shares; 2023Q2: 3,188 shares; 2023Q3: 3,461 shares; 2023Q4: 3,587 shares; 2024Q1: 2,914 shares; 2024Q2: 1,716 shares; 2024Q3: 8,558 shares 8,558 $1.76M 0.13% +6,842 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,430 shares; 2023Q2: 13,602 shares; 2023Q3: 11,856 shares; 2023Q4: 12,430 shares; 2024Q1: 12,958 shares; 2024Q2: 12,474 shares; 2024Q3: 14,730 shares 14,730 $1.69M 0.12% +2,256 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: 16,509 shares; 2023Q2: 15,673 shares; 2023Q3: 16,742 shares; 2023Q4: 17,733 shares; 2024Q1: 18,446 shares; 2024Q2: 17,792 shares; 2024Q3: 20,608 shares 20,608 $1.69M 0.12% +2,816 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,960 shares; 2023Q2: 5,254 shares; 2023Q3: 6,727 shares; 2023Q4: 7,183 shares; 2024Q1: 7,486 shares; 2024Q2: 7,252 shares; 2024Q3: 8,527 shares 8,527 $1.68M 0.12% +1,275 Timeline NEOG NEOGEN CORP More: the full row for NEOGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 42,476 shares; 2023Q2: 43,046 shares; 2023Q3: 59,734 shares; 2023Q4: 62,982 shares; 2024Q1: 67,037 shares; 2024Q2: 82,045 shares; 2024Q3: 99,797 shares 99,797 $1.68M 0.12% +17,752 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,644 shares; 2023Q2: 5,682 shares; 2023Q3: 6,155 shares; 2023Q4: 7,865 shares; 2024Q1: 8,815 shares; 2024Q2: 8,538 shares; 2024Q3: 10,025 shares 10,025 $1.65M 0.12% +1,487 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: 11,589 shares; 2023Q2: 10,790 shares; 2023Q3: 13,178 shares; 2023Q4: 14,085 shares; 2024Q1: 11,179 shares; 2024Q2: 6,608 shares; 2024Q3: 7,666 shares 7,666 $1.65M 0.12% +1,058 Timeline MRCY MERCURY SYS INC More: the full row for MERCURY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 25,936 shares; 2023Q2: 26,014 shares; 2023Q3: 34,622 shares; 2023Q4: 35,713 shares; 2024Q1: 38,690 shares; 2024Q2: 37,431 shares; 2024Q3: 43,834 shares 43,834 $1.62M 0.12% +6,403 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: 26,684 shares; 2023Q2: 26,684 shares; 2023Q3: 26,684 shares; 2023Q4: 27,372 shares; 2024Q1: 27,372 shares; 2024Q2: 18,346 shares; 2024Q3: 18,346 shares 18,346 $1.62M 0.12% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,233 shares; 2023Q2: 9,304 shares; 2023Q3: 10,174 shares; 2023Q4: 10,846 shares; 2024Q1: 11,542 shares; 2024Q2: 11,184 shares; 2024Q3: 13,374 shares 13,374 $1.61M 0.12% +2,190 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: 5,261 shares; 2023Q2: 5,296 shares; 2023Q3: 5,654 shares; 2023Q4: 4,918 shares; 2024Q1: 4,944 shares; 2024Q2: 4,697 shares; 2024Q3: 5,493 shares 5,493 $1.59M 0.12% +796 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,477 shares; 2023Q2: 7,549 shares; 2023Q3: 6,535 shares; 2023Q4: 7,034 shares; 2024Q1: 7,333 shares; 2024Q2: 7,047 shares; 2024Q3: 8,411 shares 8,411 $1.59M 0.12% +1,364 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13,326 shares; 2023Q2: 13,455 shares; 2023Q3: 14,683 shares; 2023Q4: 15,379 shares; 2024Q1: 16,633 shares; 2024Q2: 16,089 shares; 2024Q3: 19,226 shares 19,226 $1.56M 0.11% +3,137 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,044 shares; 2023Q2: 4,741 shares; 2023Q3: 2,758 shares; 2023Q4: 124,771 shares; 2024Q1: 11,517 shares; 2024Q2: 9,365 shares; 2024Q3: 9,338 shares 9,338 $1.56M 0.11% -27 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 28,556 shares; 2023Q2: 26,771 shares; 2023Q3: 27,422 shares; 2023Q4: 30,026 shares; 2024Q1: 24,767 shares; 2024Q2: 14,945 shares; 2024Q3: 20,914 shares 20,914 $1.54M 0.11% +5,969 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,506 shares; 2023Q2: 6,471 shares; 2023Q3: 6,958 shares; 2023Q4: 7,392 shares; 2024Q1: 7,682 shares; 2024Q2: 7,403 shares; 2024Q3: 8,668 shares 8,668 $1.53M 0.11% +1,265 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,408 shares; 2023Q2: 8,534 shares; 2023Q3: 9,331 shares; 2023Q4: 9,941 shares; 2024Q1: 10,652 shares; 2024Q2: 13,123 shares; 2024Q3: 15,322 shares 15,322 $1.51M 0.11% +2,199 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: 2,122 shares; 2023Q2: 2,244 shares; 2023Q3: 2,837 shares; 2023Q4: 2,558 shares; 2024Q1: 3,439 shares; 2024Q2: 2,994 shares; 2024Q3: 4,346 shares 4,346 $1.5M 0.11% +1,352 Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,909 shares; 2023Q2: 15,953 shares; 2023Q3: 17,261 shares; 2023Q4: 18,268 shares; 2024Q1: 27,908 shares; 2024Q2: 26,946 shares; 2024Q3: 31,869 shares 31,869 $1.48M 0.11% +4,923 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: 1,798 shares; 2023Q2: 2,617 shares; 2023Q3: 2,583 shares; 2023Q4: 2,583 shares; 2024Q1: 2,583 shares; 2024Q2: 2,201 shares; 2024Q3: 2,589 shares 2,589 $1.47M 0.11% +388 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,664 shares; 2023Q2: 15,527 shares; 2023Q3: 15,290 shares; 2023Q4: 15,272 shares; 2024Q1: 15,716 shares; 2024Q2: 10,489 shares; 2024Q3: 8,803 shares 8,803 $1.47M 0.11% -1,686 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,654 shares; 2023Q2: 4,677 shares; 2023Q3: 4,317 shares; 2023Q4: 4,561 shares; 2024Q1: 4,811 shares; 2024Q2: 4,641 shares; 2024Q3: 5,463 shares 5,463 $1.45M 0.11% +822 Timeline GIII G III APPAREL GROUP LTD More: the full row for G III APPAREL GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 214 shares; 2023Q2: 221 shares; 2023Q3: 36,676 shares; 2023Q4: 39,357 shares; 2024Q1: 41,110 shares; 2024Q2: 39,903 shares; 2024Q3: 47,248 shares 47,248 $1.44M 0.11% +7,345 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,727 shares; 2023Q2: 2,727 shares; 2023Q3: 2,727 shares; 2023Q4: 2,727 shares; 2024Q1: 2,727 shares; 2024Q2: 2,718 shares; 2024Q3: 2,718 shares 2,718 $1.43M 0.1% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,368 shares; 2023Q2: 6,431 shares; 2023Q3: 7,104 shares; 2023Q4: 7,709 shares; 2024Q1: 8,092 shares; 2024Q2: 7,845 shares; 2024Q3: 9,453 shares 9,453 $1.41M 0.1% +1,608 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,365 shares; 2023Q2: 8,447 shares; 2023Q3: 9,182 shares; 2023Q4: 9,439 shares; 2024Q1: 10,403 shares; 2024Q2: 10,073 shares; 2024Q3: 11,962 shares 11,962 $1.38M 0.1% +1,889 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,224 shares; 2023Q2: 14,537 shares; 2023Q3: 15,246 shares; 2023Q4: 15,577 shares; 2024Q1: 14,404 shares; 2024Q2: 10,811 shares; 2024Q3: 12,078 shares 12,078 $1.37M 0.1% +1,267 Timeline VCEL VERICEL CORP More: the full row for VERICEL 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: 26,886 shares; 2024Q3: 31,879 shares 31,879 $1.35M 0.1% +4,993 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,751 shares; 2023Q2: 18,874 shares; 2023Q3: 20,311 shares; 2023Q4: 14,151 shares; 2024Q1: 14,779 shares; 2024Q2: 14,267 shares; 2024Q3: 16,874 shares 16,874 $1.34M 0.1% +2,607 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 10,114 shares; 2023Q2: 10,232 shares; 2023Q3: 11,093 shares; 2023Q4: 11,902 shares; 2024Q1: 12,442 shares; 2024Q2: 12,041 shares; 2024Q3: 14,246 shares 14,246 $1.33M 0.1% +2,205 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 326 shares; 2023Q2: 308 shares; 2023Q3: 312 shares; 2023Q4: 7,852 shares; 2024Q1: 7,899 shares; 2024Q2: 7,369 shares; 2024Q3: 8,122 shares 8,122 $1.3M 0.1% +753 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,466 shares; 2023Q2: 11,551 shares; 2023Q3: 12,542 shares; 2023Q4: 12,919 shares; 2024Q1: 17,988 shares; 2024Q2: 26,422 shares; 2024Q3: 30,932 shares 30,932 $1.28M 0.09% +4,510 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,402 shares; 2023Q2: 4,433 shares; 2023Q3: 4,803 shares; 2023Q4: 5,148 shares; 2024Q1: 5,541 shares; 2024Q2: 5,369 shares; 2024Q3: 6,334 shares 6,334 $1.26M 0.09% +965 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 86,033 shares; 2023Q2: 86,033 shares; 2023Q3: 82,533 shares; 2023Q4: 82,533 shares; 2024Q1: 82,533 shares; 2024Q2: 82,533 shares; 2024Q3: 82,533 shares 82,533 $1.25M 0.09% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,342 shares; 2023Q2: 3,107 shares; 2023Q3: 4,014 shares; 2023Q4: 4,231 shares; 2024Q1: 3,400 shares; 2024Q2: 2,187 shares; 2024Q3: 2,750 shares 2,750 $1.24M 0.09% +563 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,543 shares; 2023Q2: 7,022 shares; 2023Q3: 7,574 shares; 2023Q4: 8,501 shares; 2024Q1: 7,899 shares; 2024Q2: 5,044 shares; 2024Q3: 5,957 shares 5,957 $1.24M 0.09% +913 Timeline AVID BIOSERVICES INC AVID BIOSERVICES INC More: the full row for AVID BIOSERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 64,867 shares; 2023Q4: 66,350 shares; 2024Q1: 86,542 shares; 2024Q2: 84,228 shares; 2024Q3: 104,326 shares 104,326 $1.19M 0.09% +20,098 AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,442 shares; 2023Q2: 16,524 shares; 2023Q3: 18,105 shares; 2023Q4: 19,615 shares; 2024Q1: 20,575 shares; 2024Q2: 19,847 shares; 2024Q3: 23,904 shares 23,904 $1.16M 0.08% +4,057 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,295 shares; 2023Q2: 9,733 shares; 2023Q3: 14,564 shares; 2023Q4: 15,541 shares; 2024Q1: 12,358 shares; 2024Q2: 7,230 shares; 2024Q3: 9,782 shares 9,782 $1.15M 0.08% +2,552 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,318 shares; 2023Q2: 2,690 shares; 2023Q3: 2,661 shares; 2023Q4: 2,660 shares; 2024Q1: 2,340 shares; 2024Q2: 2,099 shares; 2024Q3: 2,272 shares 2,272 $1.12M 0.08% +173 Timeline PERFICIENT INC PERFICIENT INC More: the full row for PERFICIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,134 shares; 2023Q2: 15,290 shares; 2023Q3: 16,780 shares; 2023Q4: 17,441 shares; 2024Q1: 19,173 shares; 2024Q2: 18,423 shares; 2024Q3: 14,861 shares 14,861 $1.12M 0.08% -3,562 COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,443 shares; 2023Q2: 1,865 shares; 2023Q3: 1,592 shares; 2023Q4: 1,511 shares; 2024Q1: 1,409 shares; 2024Q2: 1,500 shares; 2024Q3: 1,241 shares 1,241 $1.1M 0.08% -259 Timeline PUBM PUBMATIC INC More: the full row for PUBMATIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 49,138 shares; 2023Q2: 51,464 shares; 2023Q3: 53,540 shares; 2023Q4: 57,559 shares; 2024Q1: 63,973 shares; 2024Q2: 61,699 shares; 2024Q3: 73,343 shares 73,343 $1.09M 0.08% +11,644 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: 3,550 shares; 2023Q2: 4,713 shares; 2023Q3: 5,385 shares; 2023Q4: 5,226 shares; 2024Q1: 4,848 shares; 2024Q2: 4,848 shares; 2024Q3: 4,848 shares 4,848 $1.07M 0.08% 0 Timeline IWV 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: 3,270 shares 3,270 $1.07M 0.08% new Timeline TECHTARGET INC TECHTARGET INC More: the full row for TECHTARGET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 19,921 shares; 2023Q2: 20,100 shares; 2023Q3: 22,138 shares; 2023Q4: 35,210 shares; 2024Q1: 38,169 shares; 2024Q2: 36,833 shares; 2024Q3: 43,594 shares 43,594 $1.07M 0.08% +6,761 STVN STEVANATO GROUP S P A More: the full row for STEVANATO GROUP S P 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: not reported; 2024Q2: not reported; 2024Q3: 52,462 shares 52,462 $1.05M 0.08% new Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP 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: 3,254 shares 3,254 $1.03M 0.08% new 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: 1,885 shares; 2023Q4: 1,885 shares; 2024Q1: 7,806 shares; 2024Q2: 7,806 shares; 2024Q3: 7,806 shares 7,806 $1.03M 0.08% 0 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: 16,954 shares; 2023Q2: 17,114 shares; 2023Q3: 18,524 shares; 2023Q4: 24,382 shares; 2024Q1: 26,645 shares; 2024Q2: 25,712 shares; 2024Q3: 16,390 shares 16,390 $1.03M 0.07% -9,322 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,249 shares; 2023Q2: 5,424 shares; 2023Q3: 5,363 shares; 2023Q4: 5,363 shares; 2024Q1: 8,663 shares; 2024Q2: 8,663 shares; 2024Q3: 8,663 shares 8,663 $1.01M 0.07% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,160 shares; 2023Q2: 9,049 shares; 2023Q3: 9,837 shares; 2023Q4: 10,310 shares; 2024Q1: 8,310 shares; 2024Q2: 4,873 shares; 2024Q3: 6,105 shares 6,105 $994K 0.07% +1,232 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 13 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 3,130 shares; 2024Q1: 3,097 shares; 2024Q2: 5,639 shares; 2024Q3: 7,577 shares 7,577 $989K 0.07% +1,938 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,419 shares; 2023Q2: 8,942 shares; 2023Q3: 7,031 shares; 2023Q4: 7,077 shares; 2024Q1: 6,378 shares; 2024Q2: 4,753 shares; 2024Q3: 5,755 shares 5,755 $979K 0.07% +1,002 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: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 5,310 shares; 2024Q1: 6,756 shares; 2024Q2: 4,579 shares; 2024Q3: 6,600 shares 6,600 $977K 0.07% +2,021 Timeline ATEC ALPHATEC HLDGS INC More: the full row for ALPHATEC 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: 86,104 shares; 2024Q2: 83,188 shares; 2024Q3: 173,180 shares 173,180 $963K 0.07% +89,992 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,319 shares; 2023Q2: 1,888 shares; 2023Q3: 1,875 shares; 2023Q4: 1,848 shares; 2024Q1: 1,759 shares; 2024Q2: 9,060 shares; 2024Q3: 12,332 shares 12,332 $961K 0.07% +3,272 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,036 shares; 2023Q2: 3,596 shares; 2023Q3: 3,228 shares; 2023Q4: 3,226 shares; 2024Q1: 5,143 shares; 2024Q2: 4,667 shares; 2024Q3: 5,602 shares 5,602 $955K 0.07% +935 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,760 shares; 2023Q2: 6,854 shares; 2023Q3: 7,426 shares; 2023Q4: 7,680 shares; 2024Q1: 8,454 shares; 2024Q2: 8,198 shares; 2024Q3: 9,729 shares 9,729 $952K 0.07% +1,531 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: 1,982 shares; 2023Q2: 1,822 shares; 2023Q3: 1,819 shares; 2023Q4: 40,586 shares; 2024Q1: 41,991 shares; 2024Q2: 36,880 shares; 2024Q3: 52,427 shares 52,427 $952K 0.07% +15,547 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: 448 shares; 2023Q2: 268 shares; 2023Q3: 268 shares; 2023Q4: 1,620 shares; 2024Q1: 2,637 shares; 2024Q2: 2,451 shares; 2024Q3: 2,427 shares 2,427 $943K 0.07% -24 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: 3,400 shares; 2023Q2: 6,638 shares; 2023Q3: 6,498 shares; 2023Q4: 6,779 shares; 2024Q1: 5,298 shares; 2024Q2: 3,456 shares; 2024Q3: 4,071 shares 4,071 $937K 0.07% +615 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: 7,864 shares; 2023Q2: 5,863 shares; 2023Q3: 6,340 shares; 2023Q4: 6,562 shares; 2024Q1: 5,427 shares; 2024Q2: 3,378 shares; 2024Q3: 4,113 shares 4,113 $931K 0.07% +735 Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 32,007 shares; 2023Q2: 33,663 shares; 2023Q3: 36,717 shares; 2023Q4: 43,511 shares; 2024Q1: 67,052 shares; 2024Q2: 64,816 shares; 2024Q3: 76,811 shares 76,811 $899K 0.07% +11,995 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,852 shares; 2023Q2: 3,667 shares; 2023Q3: 3,667 shares; 2023Q4: 3,667 shares; 2024Q1: 3,667 shares; 2024Q2: 3,667 shares; 2024Q3: 3,667 shares 3,667 $893K 0.07% 0 Timeline CNMD CONMED CORP More: the full row for CONMED CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 9,370 shares; 2023Q4: 10,055 shares; 2024Q1: 10,571 shares; 2024Q2: 10,317 shares; 2024Q3: 12,279 shares 12,279 $883K 0.06% +1,962 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,063 shares; 2023Q2: 820 shares; 2023Q3: 820 shares; 2023Q4: 820 shares; 2024Q1: not reported; 2024Q2: 4,900 shares; 2024Q3: 4,900 shares 4,900 $878K 0.06% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,378 shares; 2023Q2: 5,026 shares; 2023Q3: 5,433 shares; 2023Q4: 5,613 shares; 2024Q1: 4,005 shares; 2024Q2: 2,467 shares; 2024Q3: 2,947 shares 2,947 $877K 0.06% +480 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,044 shares; 2023Q2: 14,949 shares; 2023Q3: 19,013 shares; 2023Q4: 15,917 shares; 2024Q1: 16,453 shares; 2024Q2: 14,179 shares; 2024Q3: 23,761 shares 23,761 $877K 0.06% +9,582 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26,799 shares; 2023Q2: 23,908 shares; 2023Q3: 11,866 shares; 2023Q4: 579,750 shares; 2024Q1: 17,880 shares; 2024Q2: 17,907 shares; 2024Q3: 18,167 shares 18,167 $869K 0.06% +260 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: 2,701 shares; 2023Q2: 1,817 shares; 2023Q3: 2,582 shares; 2023Q4: 2,706 shares; 2024Q1: 2,034 shares; 2024Q2: 1,277 shares; 2024Q3: 1,118 shares 1,118 $866K 0.06% -159 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,066 shares; 2023Q2: 10,937 shares; 2023Q3: 9,199 shares; 2023Q4: 9,669 shares; 2024Q1: 7,955 shares; 2024Q2: 4,572 shares; 2024Q3: 4,971 shares 4,971 $861K 0.06% +399 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,303 shares; 2024Q1: 9,688 shares; 2024Q2: 5,714 shares; 2024Q3: 7,149 shares 7,149 $847K 0.06% +1,435 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 13,060 shares 13,060 $828K 0.06% new Timeline IWO 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: 5,553 shares; 2023Q2: 5,014 shares; 2023Q3: 2,346 shares; 2023Q4: 11,685 shares; 2024Q1: 2,911 shares; 2024Q2: 2,894 shares; 2024Q3: 2,842 shares 2,842 $807K 0.06% -52 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,684 shares; 2023Q2: 4,366 shares; 2023Q3: 5,595 shares; 2023Q4: 6,713 shares; 2024Q1: 6,943 shares; 2024Q2: 4,874 shares; 2024Q3: 17,820 shares 17,820 $805K 0.06% +12,946 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,240 shares; 2023Q2: 2,216 shares; 2023Q3: 2,164 shares; 2023Q4: 2,302 shares; 2024Q1: 2,411 shares; 2024Q2: 1,870 shares; 2024Q3: 1,735 shares 1,735 $799K 0.06% -135 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 15,187 shares; 2023Q2: 10,787 shares; 2023Q3: 10,105 shares; 2023Q4: 13,485 shares; 2024Q1: 10,105 shares; 2024Q2: 10,105 shares; 2024Q3: 14,983 shares 14,983 $791K 0.06% +4,878 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,200 shares; 2024Q3: 13,200 shares 13,200 $782K 0.06% 0 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 148 shares; 2023Q2: 148 shares; 2023Q3: 160 shares; 2023Q4: 9,610 shares; 2024Q1: 9,991 shares; 2024Q2: 11,090 shares; 2024Q3: 16,200 shares 16,200 $763K 0.06% +5,110 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 492 shares; 2023Q2: 472 shares; 2023Q3: 3,580 shares; 2023Q4: 4,205 shares; 2024Q1: 4,310 shares; 2024Q2: 2,412 shares; 2024Q3: 3,311 shares 3,311 $759K 0.06% +899 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: 4,828 shares; 2023Q2: 4,828 shares; 2023Q3: 4,828 shares; 2023Q4: 4,828 shares; 2024Q1: 4,828 shares; 2024Q2: 2,350 shares; 2024Q3: 3,195 shares 3,195 $758K 0.06% +845 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: 7,256 shares; 2023Q2: 6,761 shares; 2023Q3: 14,629 shares; 2023Q4: 15,023 shares; 2024Q1: 12,117 shares; 2024Q2: 7,285 shares; 2024Q3: 8,972 shares 8,972 $750K 0.05% +1,687 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 16,343 shares; 2023Q2: 16,343 shares; 2023Q3: 16,343 shares; 2023Q4: 16,343 shares; 2024Q1: 16,343 shares; 2024Q2: 15,676 shares; 2024Q3: 15,676 shares 15,676 $740K 0.05% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 20,947 shares; 2023Q2: 21,589 shares; 2023Q3: 20,503 shares; 2023Q4: 26,221 shares; 2024Q1: 27,107 shares; 2024Q2: 23,453 shares; 2024Q3: 23,361 shares 23,361 $733K 0.05% -92 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: 73 shares; 2023Q2: 70 shares; 2023Q3: 70 shares; 2023Q4: 70 shares; 2024Q1: 1,367 shares; 2024Q2: 1,863 shares; 2024Q3: 3,283 shares 3,283 $725K 0.05% +1,420 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,794 shares; 2023Q2: 3,725 shares; 2023Q3: 3,686 shares; 2023Q4: 3,672 shares; 2024Q1: 3,991 shares; 2024Q2: 3,372 shares; 2024Q3: 3,268 shares 3,268 $722K 0.05% -104 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 15,310 shares; 2024Q3: 15,310 shares 15,310 $721K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 254 shares; 2023Q2: 276 shares; 2023Q3: 232 shares; 2023Q4: 2,516 shares; 2024Q1: 2,523 shares; 2024Q2: 2,192 shares; 2024Q3: 2,417 shares 2,417 $697K 0.05% +225 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,004 shares; 2023Q2: 5,580 shares; 2023Q3: 6,064 shares; 2023Q4: 5,659 shares; 2024Q1: 3,732 shares; 2024Q2: 2,200 shares; 2024Q3: 2,751 shares 2,751 $697K 0.05% +551 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 161 shares; 2023Q2: 161 shares; 2023Q3: 161 shares; 2023Q4: 161 shares; 2024Q1: 161 shares; 2024Q2: 1,581 shares; 2024Q3: 5,335 shares 5,335 $666K 0.05% +3,754 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,474 shares; 2023Q2: 4,214 shares; 2023Q3: 4,542 shares; 2023Q4: 4,824 shares; 2024Q1: 3,887 shares; 2024Q2: 2,331 shares; 2024Q3: 2,826 shares 2,826 $662K 0.05% +495 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,881 shares; 2023Q2: 5,122 shares; 2023Q3: 5,832 shares; 2023Q4: 6,262 shares; 2024Q1: 6,262 shares; 2024Q2: 4,257 shares; 2024Q3: 157,252 shares 157,252 $657K 0.05% +152,995 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,665 shares; 2023Q2: 1,778 shares; 2023Q3: 2,276 shares; 2023Q4: 2,314 shares; 2024Q1: 2,397 shares; 2024Q2: 2,087 shares; 2024Q3: 2,247 shares 2,247 $646K 0.05% +160 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: 728 shares; 2023Q4: 726 shares; 2024Q1: 668 shares; 2024Q2: 5,957 shares; 2024Q3: 6,809 shares 6,809 $631K 0.05% +852 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,675 shares; 2023Q2: 3,534 shares; 2023Q3: 3,534 shares; 2023Q4: 3,534 shares; 2024Q1: 3,534 shares; 2024Q2: 3,534 shares; 2024Q3: 3,534 shares 3,534 $593K 0.04% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 7,220 shares; 2024Q3: 7,220 shares 7,220 $571K 0.04% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares 12,300 $564K 0.04% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,390 shares; 2023Q2: 4,817 shares; 2023Q3: 6,134 shares; 2023Q4: 7,290 shares; 2024Q1: 7,514 shares; 2024Q2: 6,544 shares; 2024Q3: 7,064 shares 7,064 $556K 0.04% +520 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 352 shares; 2023Q2: 286 shares; 2023Q3: 1,442 shares; 2023Q4: 1,511 shares; 2024Q1: 2,405 shares; 2024Q2: 1,939 shares; 2024Q3: 1,996 shares 1,996 $552K 0.04% +57 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,062 shares; 2023Q2: 1,110 shares; 2023Q3: 1,110 shares; 2023Q4: 1,232 shares; 2024Q1: 2,383 shares; 2024Q2: 2,338 shares; 2024Q3: 2,891 shares 2,891 $545K 0.04% +553 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 94,966 shares; 2023Q2: 55,807 shares; 2023Q3: 10,481 shares; 2023Q4: 10,390 shares; 2024Q1: 11,634 shares; 2024Q2: 10,135 shares; 2024Q3: 10,190 shares 10,190 $542K 0.04% +55 Timeline FTCS 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: 5,800 shares; 2024Q3: 5,800 shares 5,800 $527K 0.04% 0 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 17,861 shares; 2023Q2: 16,608 shares; 2023Q3: 26,498 shares; 2023Q4: 23,699 shares; 2024Q1: 23,068 shares; 2024Q2: 11,205 shares; 2024Q3: 13,769 shares 13,769 $516K 0.04% +2,564 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,332 shares; 2023Q2: 2,079 shares; 2023Q3: 2,097 shares; 2023Q4: 1,753 shares; 2024Q1: 1,987 shares; 2024Q2: 1,917 shares; 2024Q3: 1,848 shares 1,848 $514K 0.04% -69 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: 6,926 shares; 2023Q2: 4,080 shares; 2023Q3: 1,927 shares; 2023Q4: 2,094 shares; 2024Q1: 1,591 shares; 2024Q2: 1,768 shares; 2024Q3: 2,152 shares 2,152 $512K 0.04% +384 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: 4,046 shares; 2023Q2: 7,137 shares; 2023Q3: 9,303 shares; 2023Q4: 9,903 shares; 2024Q1: 8,129 shares; 2024Q2: 4,860 shares; 2024Q3: 4,732 shares 4,732 $492K 0.04% -128 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,465 shares; 2023Q2: 1,194 shares; 2023Q3: 1,168 shares; 2023Q4: 823 shares; 2024Q1: 839 shares; 2024Q2: 571 shares; 2024Q3: 536 shares 536 $479K 0.03% -35 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: 368 shares; 2023Q2: 6,068 shares; 2023Q3: 6,068 shares; 2023Q4: 10,675 shares; 2024Q1: 7,576 shares; 2024Q2: 7,576 shares; 2024Q3: 5,700 shares 5,700 $477K 0.03% -1,876 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,802 shares; 2023Q2: 2,336 shares; 2023Q3: 2,310 shares; 2023Q4: 1,915 shares; 2024Q1: 2,122 shares; 2024Q2: 1,690 shares; 2024Q3: 1,749 shares 1,749 $474K 0.03% +59 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12,820 shares; 2023Q2: 12,698 shares; 2023Q3: 12,766 shares; 2023Q4: 12,966 shares; 2024Q1: 12,537 shares; 2024Q2: 11,671 shares; 2024Q3: 11,218 shares 11,218 $469K 0.03% -453 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,221 shares; 2023Q4: 1,221 shares; 2024Q1: 1,221 shares; 2024Q2: 2,578 shares; 2024Q3: 2,578 shares 2,578 $462K 0.03% 0 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 865 shares; 2023Q2: 3,040 shares; 2023Q3: 2,939 shares; 2023Q4: 1,041 shares; 2024Q1: 1,910 shares; 2024Q2: 1,595 shares; 2024Q3: 2,795 shares 2,795 $459K 0.03% +1,200 Timeline DVY 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: 3,390 shares; 2024Q3: 3,390 shares 3,390 $458K 0.03% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,055 shares; 2023Q2: 1,915 shares; 2023Q3: 2,058 shares; 2023Q4: 2,154 shares; 2024Q1: 1,793 shares; 2024Q2: 734 shares; 2024Q3: 836 shares 836 $441K 0.03% +102 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,135 shares; 2023Q2: 2,107 shares; 2023Q3: 2,105 shares; 2023Q4: 1,670 shares; 2024Q1: 5,574 shares; 2024Q2: 5,789 shares; 2024Q3: 5,437 shares 5,437 $439K 0.03% -352 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,934 shares; 2023Q2: 3,050 shares; 2023Q3: 2,366 shares; 2023Q4: 2,600 shares; 2024Q1: 2,701 shares; 2024Q2: 1,675 shares; 2024Q3: 1,433 shares 1,433 $436K 0.03% -242 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 16,000 shares; 2024Q3: 16,000 shares 16,000 $432K 0.03% 0 Timeline 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: not reported; 2024Q2: 1,106 shares; 2024Q3: 1,170 shares 1,170 $431K 0.03% +64 Timeline XBIL RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,500 shares; 2024Q3: 8,500 shares 8,500 $427K 0.03% 0 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: 40 shares; 2023Q2: 43 shares; 2023Q3: 76 shares; 2023Q4: 1,863 shares; 2024Q1: 2,801 shares; 2024Q2: 1,643 shares; 2024Q3: 2,053 shares 2,053 $421K 0.03% +410 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: 9,535 shares; 2023Q2: 8,911 shares; 2023Q3: 9,662 shares; 2023Q4: 10,248 shares; 2024Q1: 8,124 shares; 2024Q2: 4,739 shares; 2024Q3: 5,931 shares 5,931 $419K 0.03% +1,192 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: 1,052 shares; 2023Q2: 111 shares; 2023Q3: 112 shares; 2023Q4: 112 shares; 2024Q1: 100 shares; 2024Q2: 1,681 shares; 2024Q3: 2,139 shares 2,139 $408K 0.03% +458 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,570 shares; 2023Q4: 5,009 shares; 2024Q1: 4,085 shares; 2024Q2: 2,402 shares; 2024Q3: 3,017 shares 3,017 $406K 0.03% +615 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 359 shares; 2023Q2: 347 shares; 2023Q3: 390 shares; 2023Q4: 484 shares; 2024Q1: 1,638 shares; 2024Q2: 1,617 shares; 2024Q3: 1,743 shares 1,743 $405K 0.03% +126 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 689 shares; 2023Q2: 1,472 shares; 2023Q3: 1,468 shares; 2023Q4: 1,469 shares; 2024Q1: 1,694 shares; 2024Q2: 7,295 shares; 2024Q3: 1,475 shares 1,475 $400K 0.03% -5,820 Timeline James Hardie Industries PLC James Hardie Industries PLC More: the full row for James Hardie Industries PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,297 shares; 2023Q2: 1,242 shares; 2023Q3: 1,204 shares; 2023Q4: 1,194 shares; 2024Q1: 1,045 shares; 2024Q2: 496 shares; 2024Q3: 9,943 shares 9,943 $399K 0.03% +9,447 WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,068 shares; 2023Q2: 13,437 shares; 2023Q3: 11,617 shares; 2023Q4: 11,917 shares; 2024Q1: 9,734 shares; 2024Q2: 6,666 shares; 2024Q3: 6,977 shares 6,977 $394K 0.03% +311 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,476 shares; 2023Q2: 3,045 shares; 2023Q3: 2,695 shares; 2023Q4: 2,208 shares; 2024Q1: 1,870 shares; 2024Q2: 1,517 shares; 2024Q3: 1,917 shares 1,917 $387K 0.03% +400 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,859 shares; 2023Q2: 3,880 shares; 2023Q3: 3,059 shares; 2023Q4: 977 shares; 2024Q1: 1,289 shares; 2024Q2: 1,164 shares; 2024Q3: 1,810 shares 1,810 $374K 0.03% +646 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,035 shares; 2023Q2: 9,896 shares; 2023Q3: 9,835 shares; 2023Q4: 9,435 shares; 2024Q1: 9,842 shares; 2024Q2: 8,190 shares; 2024Q3: 8,130 shares 8,130 $361K 0.03% -60 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,027 shares; 2023Q2: 2,816 shares; 2023Q3: 3,047 shares; 2023Q4: 2,618 shares; 2024Q1: 2,535 shares; 2024Q2: 1,578 shares; 2024Q3: 1,874 shares 1,874 $359K 0.03% +296 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: 1,427 shares; 2023Q4: 1,427 shares; 2024Q1: 3,727 shares; 2024Q2: 3,727 shares; 2024Q3: 3,727 shares 3,727 $356K 0.03% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 68,406 shares; 2023Q2: 63,665 shares; 2023Q3: 72,721 shares; 2023Q4: 67,300 shares; 2024Q1: 49,573 shares; 2024Q2: 21,583 shares; 2024Q3: 8,656 shares 8,656 $343K 0.03% -12,927 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: 6 shares; 2023Q2: 6 shares; 2023Q3: 6 shares; 2023Q4: 1,141 shares; 2024Q1: 1,586 shares; 2024Q2: 935 shares; 2024Q3: 1,167 shares 1,167 $338K 0.02% +232 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: 682 shares; 2023Q2: 705 shares; 2023Q3: 701 shares; 2023Q4: 717 shares; 2024Q1: 2,092 shares; 2024Q2: 1,476 shares; 2024Q3: 1,530 shares 1,530 $338K 0.02% +54 Timeline VBK 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: 1,362 shares; 2023Q2: 1,257 shares; 2023Q3: 1,257 shares; 2023Q4: 1,257 shares; 2024Q1: 1,257 shares; 2024Q2: 1,257 shares; 2024Q3: 1,257 shares 1,257 $336K 0.02% 0 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 9,212 shares; 2023Q2: 9,234 shares; 2023Q3: 9,234 shares; 2023Q4: 9,197 shares; 2024Q1: 7,535 shares; 2024Q2: 7,014 shares; 2024Q3: 6,984 shares 6,984 $334K 0.02% -30 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,179 shares; 2023Q2: 2,160 shares; 2023Q3: 2,250 shares; 2023Q4: 1,348 shares; 2024Q1: 1,055 shares; 2024Q2: 839 shares; 2024Q3: 845 shares 845 $330K 0.02% +6 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 14,913 shares; 2023Q2: 14,677 shares; 2023Q3: 12,463 shares; 2023Q4: 9,985 shares; 2024Q1: 10,649 shares; 2024Q2: 5,078 shares; 2024Q3: 2,871 shares 2,871 $327K 0.02% -2,207 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,351 shares; 2023Q2: 1,349 shares; 2023Q3: 1,338 shares; 2023Q4: 1,241 shares; 2024Q1: 1,052 shares; 2024Q2: 862 shares; 2024Q3: 943 shares 943 $327K 0.02% +81 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: 21,039 shares; 2023Q2: 21,095 shares; 2023Q3: 20,916 shares; 2023Q4: 19,868 shares; 2024Q1: 19,800 shares; 2024Q2: 14,876 shares; 2024Q3: 15,912 shares 15,912 $316K 0.02% +1,036 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 532 shares; 2023Q3: 2,850 shares; 2023Q4: 3,132 shares; 2024Q1: 3,239 shares; 2024Q2: 1,984 shares; 2024Q3: 2,392 shares 2,392 $314K 0.02% +408 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,615 shares; 2023Q2: 2,615 shares; 2023Q3: 2,615 shares; 2023Q4: 17,144 shares; 2024Q1: 2,615 shares; 2024Q2: 2,615 shares; 2024Q3: 2,615 shares 2,615 $308K 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5 shares; 2023Q2: 5 shares; 2023Q3: 5 shares; 2023Q4: 5 shares; 2024Q1: not reported; 2024Q2: 163 shares; 2024Q3: 154 shares 154 $299K 0.02% -9 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 345 shares; 2023Q2: 229 shares; 2023Q3: 175 shares; 2023Q4: 203 shares; 2024Q1: 166 shares; 2024Q2: 5,363 shares; 2024Q3: 5,168 shares 5,168 $298K 0.02% -195 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,502 shares; 2023Q2: 3,476 shares; 2023Q3: 3,451 shares; 2023Q4: 3,213 shares; 2024Q1: 4,306 shares; 2024Q2: 3,686 shares; 2024Q3: 4,054 shares 4,054 $297K 0.02% +368 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,133 shares; 2023Q2: 2,140 shares; 2023Q3: 2,128 shares; 2023Q4: 2,006 shares; 2024Q1: 2,000 shares; 2024Q2: 1,482 shares; 2024Q3: 1,822 shares 1,822 $297K 0.02% +340 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 819 shares; 2023Q2: 756 shares; 2023Q3: 645 shares; 2023Q4: 526 shares; 2024Q1: 467 shares; 2024Q2: 390 shares; 2024Q3: 362 shares 362 $295K 0.02% -28 AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11,721 shares; 2023Q2: 7,501 shares; 2023Q3: 12,099 shares; 2023Q4: 14,507 shares; 2024Q1: 15,144 shares; 2024Q2: 12,149 shares; 2024Q3: 14,418 shares 14,418 $289K 0.02% +2,269 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 26 shares; 2023Q2: 26 shares; 2023Q3: 24 shares; 2023Q4: 24 shares; 2024Q1: 21 shares; 2024Q2: 13 shares; 2024Q3: 140 shares 140 $287K 0.02% +127 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 8,396 shares; 2023Q2: 8,421 shares; 2023Q3: 8,370 shares; 2023Q4: 7,511 shares; 2024Q1: 6,986 shares; 2024Q2: 4,775 shares; 2024Q3: 5,726 shares 5,726 $286K 0.02% +951 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,389 shares; 2023Q2: 1,392 shares; 2023Q3: 1,384 shares; 2023Q4: 1,388 shares; 2024Q1: 1,377 shares; 2024Q2: 1,418 shares; 2024Q3: 1,374 shares 1,374 $276K 0.02% -44 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,669 shares; 2023Q3: 3,676 shares; 2023Q4: 3,676 shares; 2024Q1: 3,676 shares; 2024Q2: 3,676 shares; 2024Q3: 3,676 shares 3,676 $276K 0.02% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,544 shares; 2023Q2: 4,753 shares; 2023Q3: 5,600 shares; 2023Q4: 4,967 shares; 2024Q1: 4,842 shares; 2024Q2: 3,993 shares; 2024Q3: 3,280 shares 3,280 $275K 0.02% -713 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 7,418 shares; 2023Q2: 6,170 shares; 2023Q3: 4,642 shares; 2023Q4: 4,515 shares; 2024Q1: 4,362 shares; 2024Q2: 3,658 shares; 2024Q3: 4,279 shares 4,279 $268K 0.02% +621 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: 621 shares; 2023Q2: 581 shares; 2023Q3: 571 shares; 2023Q4: 739 shares; 2024Q1: 1,686 shares; 2024Q2: 4,074 shares; 2024Q3: 4,212 shares 4,212 $265K 0.02% +138 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,407 shares; 2023Q2: 4,407 shares; 2023Q3: 4,407 shares; 2023Q4: 4,434 shares; 2024Q1: 4,404 shares; 2024Q2: 4,318 shares; 2024Q3: 4,318 shares 4,318 $262K 0.02% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 374 shares; 2023Q2: 257 shares; 2023Q3: 285 shares; 2023Q4: 340 shares; 2024Q1: 385 shares; 2024Q2: 311 shares; 2024Q3: 227 shares 227 $261K 0.02% -84 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: 18,396 shares; 2023Q2: 18,436 shares; 2023Q3: 18,480 shares; 2023Q4: 17,050 shares; 2024Q1: 16,971 shares; 2024Q2: 13,417 shares; 2024Q3: 12,804 shares 12,804 $253K 0.02% -613 Timeline QDEF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 13,605 shares; 2023Q3: 3,409 shares; 2023Q4: 3,409 shares; 2024Q1: 3,409 shares; 2024Q2: 3,409 shares; 2024Q3: 3,409 shares 3,409 $244K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 480 shares; 2023Q2: 1,492 shares; 2023Q3: 1,451 shares; 2023Q4: 661 shares; 2024Q1: 447 shares; 2024Q2: 836 shares; 2024Q3: 1,550 shares 1,550 $236K 0.02% +714 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: 7,297 shares; 2023Q2: 7,440 shares; 2023Q3: 7,914 shares; 2023Q4: 6,374 shares; 2024Q1: 6,663 shares; 2024Q2: 6,985 shares; 2024Q3: 6,793 shares 6,793 $235K 0.02% -192 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 281 shares; 2023Q2: 239 shares; 2023Q3: 228 shares; 2023Q4: 236 shares; 2024Q1: 281 shares; 2024Q2: 269 shares; 2024Q3: 247 shares 247 $235K 0.02% -22 DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,709 shares; 2024Q3: 4,709 shares 4,709 $233K 0.02% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,381 shares; 2023Q2: 31,635 shares; 2023Q3: 34,673 shares; 2023Q4: 29,726 shares; 2024Q1: 16,968 shares; 2024Q2: 6,136 shares; 2024Q3: 5,093 shares 5,093 $230K 0.02% -1,043 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 84 shares; 2023Q2: 12 shares; 2023Q3: 38 shares; 2023Q4: 13 shares; 2024Q1: 13 shares; 2024Q2: 17 shares; 2024Q3: 1,141 shares 1,141 $227K 0.02% +1,124 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,922 shares; 2023Q2: 3,995 shares; 2023Q3: 8,174 shares; 2023Q4: 3,866 shares; 2024Q1: 3,820 shares; 2024Q2: 3,604 shares; 2024Q3: 3,443 shares 3,443 $227K 0.02% -161 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: 149 shares; 2023Q2: 149 shares; 2023Q3: 149 shares; 2023Q4: 147 shares; 2024Q1: 267 shares; 2024Q2: 267 shares; 2024Q3: 893 shares 893 $224K 0.02% +626 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: 658 shares; 2023Q2: 687 shares; 2023Q3: 676 shares; 2023Q4: 572 shares; 2024Q1: 463 shares; 2024Q2: 472 shares; 2024Q3: 438 shares 438 $222K 0.02% -34 Timeline HYS 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: 2,280 shares; 2024Q3: 2,280 shares 2,280 $218K 0.02% 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: 3,292 shares; 2023Q2: 3,188 shares; 2023Q3: 3,167 shares; 2023Q4: 2,972 shares; 2024Q1: 2,911 shares; 2024Q2: 2,350 shares; 2024Q3: 2,610 shares 2,610 $215K 0.02% +260 Timeline IDA IDACORP INC More: the full row for IDACORP INC 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: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $206K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,710 shares; 2023Q2: 3,165 shares; 2023Q3: 2,223 shares; 2023Q4: 2,326 shares; 2024Q1: 3,048 shares; 2024Q2: 2,574 shares; 2024Q3: 2,128 shares 2,128 $205K 0.01% -446 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: 386 shares; 2023Q2: 396 shares; 2023Q3: 386 shares; 2023Q4: 396 shares; 2024Q1: 407 shares; 2024Q2: 326 shares; 2024Q3: 2,537 shares 2,537 $203K 0.01% +2,211 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,496 shares; 2023Q2: 1,496 shares; 2023Q3: 1,496 shares; 2023Q4: 1,486 shares; 2024Q1: 1,585 shares; 2024Q2: 1,486 shares; 2024Q3: 1,486 shares 1,486 $199K 0.01% 0 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: 790 shares; 2023Q2: 717 shares; 2023Q3: 707 shares; 2023Q4: 741 shares; 2024Q1: 677 shares; 2024Q2: 345 shares; 2024Q3: 339 shares 339 $198K 0.01% -6 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,055 shares; 2024Q3: 2,055 shares 2,055 $197K 0.01% 0 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: 309 shares; 2023Q2: 1,857 shares; 2023Q3: 1,851 shares; 2023Q4: 1,851 shares; 2024Q1: 1,920 shares; 2024Q2: 1,362 shares; 2024Q3: 1,342 shares 1,342 $196K 0.01% -20 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 45 shares; 2023Q2: 45 shares; 2023Q3: 45 shares; 2023Q4: 45 shares; 2024Q1: 247 shares; 2024Q2: 233 shares; 2024Q3: 231 shares 231 $187K 0.01% -2 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,109 shares; 2023Q2: 6,115 shares; 2023Q3: 6,095 shares; 2023Q4: 6,095 shares; 2024Q1: 6,095 shares; 2024Q2: 4,757 shares; 2024Q3: 4,754 shares 4,754 $186K 0.01% -3 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 93 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 89 shares; 2024Q2: 1,108 shares; 2024Q3: 1,038 shares 1,038 $186K 0.01% -70 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: 1,800 shares; 2023Q2: 1,790 shares; 2023Q3: 1,790 shares; 2023Q4: 1,790 shares; 2024Q1: 1,700 shares; 2024Q2: 3,048 shares; 2024Q3: 2,806 shares 2,806 $183K 0.01% -242 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,500 shares; 2024Q3: 5,500 shares 5,500 $183K 0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,894 shares; 2024Q3: 1,894 shares 1,894 $181K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 33 shares; 2023Q3: 33 shares; 2023Q4: 33 shares; 2024Q1: 125 shares; 2024Q2: 100 shares; 2024Q3: 43 shares 43 $181K 0.01% -57 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: 2,678 shares; 2023Q2: 2,669 shares; 2023Q3: 2,794 shares; 2023Q4: 2,469 shares; 2024Q1: 2,582 shares; 2024Q2: 2,027 shares; 2024Q3: 2,330 shares 2,330 $175K 0.01% +303 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,675 shares; 2023Q2: 1,193 shares; 2023Q3: 1,171 shares; 2023Q4: 1,171 shares; 2024Q1: 994 shares; 2024Q2: 825 shares; 2024Q3: 758 shares 758 $175K 0.01% -67 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,252 shares; 2023Q2: 1,257 shares; 2023Q3: 1,172 shares; 2023Q4: 1,174 shares; 2024Q1: 1,525 shares; 2024Q2: 1,001 shares; 2024Q3: 918 shares 918 $174K 0.01% -83 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $174K 0.01% 0 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: 2,480 shares; 2023Q2: 2,452 shares; 2023Q3: 2,624 shares; 2023Q4: 1,181 shares; 2024Q1: 1,010 shares; 2024Q2: 395 shares; 2024Q3: 364 shares 364 $174K 0.01% -31 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: 14 shares; 2023Q2: 24 shares; 2023Q3: 24 shares; 2023Q4: 19 shares; 2024Q1: 14 shares; 2024Q2: 20 shares; 2024Q3: 592 shares 592 $163K 0.01% +572 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 364 shares; 2023Q2: 379 shares; 2023Q3: 390 shares; 2023Q4: 409 shares; 2024Q1: 398 shares; 2024Q2: 390 shares; 2024Q3: 417 shares 417 $160K 0.01% +27 IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 380 shares; 2024Q1: not reported; 2024Q2: 3,000 shares; 2024Q3: 3,000 shares 3,000 $158K 0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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 $158K 0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares; 2024Q1: 6,000 shares; 2024Q2: 6,000 shares; 2024Q3: 6,000 shares 6,000 $156K 0.01% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 781 shares; 2024Q3: 781 shares 781 $154K 0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 6,412 shares; 2023Q2: 6,387 shares; 2023Q3: 6,363 shares; 2023Q4: 5,579 shares; 2024Q1: 5,889 shares; 2024Q2: 4,559 shares; 2024Q3: 5,190 shares 5,190 $154K 0.01% +631 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34,136 shares; 2023Q2: 34,049 shares; 2023Q3: 35,522 shares; 2023Q4: 37,038 shares; 2024Q1: 49,599 shares; 2024Q2: 8,192 shares; 2024Q3: 6,547 shares 6,547 $154K 0.01% -1,645 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,927 shares; 2023Q2: 2,858 shares; 2023Q3: 2,902 shares; 2023Q4: 2,898 shares; 2024Q1: 2,939 shares; 2024Q2: 2,627 shares; 2024Q3: 2,556 shares 2,556 $153K 0.01% -71 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: 536 shares; 2023Q2: 530 shares; 2023Q3: 527 shares; 2023Q4: 514 shares; 2024Q1: 593 shares; 2024Q2: 441 shares; 2024Q3: 474 shares 474 $150K 0.01% +33 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: 1,460 shares; 2023Q2: 1,460 shares; 2023Q3: 2,882 shares; 2023Q4: 2,860 shares; 2024Q1: 2,753 shares; 2024Q2: 2,792 shares; 2024Q3: 2,748 shares 2,748 $144K 0.01% -44 Timeline FNY FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP 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: 1,800 shares; 2024Q3: 1,800 shares 1,800 $143K 0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 760 shares; 2023Q2: 748 shares; 2023Q3: 742 shares; 2023Q4: 729 shares; 2024Q1: 887 shares; 2024Q2: 756 shares; 2024Q3: 676 shares 676 $140K 0.01% -80 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,362 shares; 2024Q3: 2,362 shares 2,362 $136K 0.01% 0 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: 1,172 shares; 2023Q2: 1,186 shares; 2023Q3: 1,204 shares; 2023Q4: 1,205 shares; 2024Q1: 1,179 shares; 2024Q2: 1,076 shares; 2024Q3: 1,033 shares 1,033 $132K 0.01% -43 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 144 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 1,333 shares; 2024Q1: 1,332 shares; 2024Q2: 1,355 shares; 2024Q3: 1,332 shares 1,332 $131K 0.01% -23 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,212 shares; 2024Q3: 1,212 shares 1,212 $130K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 575 shares; 2023Q2: 491 shares; 2023Q3: 491 shares; 2023Q4: 491 shares; 2024Q1: 935 shares; 2024Q2: 831 shares; 2024Q3: 710 shares 710 $128K 0.01% -121 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,386 shares; 2023Q2: 1,376 shares; 2023Q3: 1,276 shares; 2023Q4: 1,354 shares; 2024Q1: 1,253 shares; 2024Q2: 1,182 shares; 2024Q3: 1,164 shares 1,164 $127K 0.01% -18 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 248 shares; 2023Q2: 211 shares; 2023Q3: 209 shares; 2023Q4: 211 shares; 2024Q1: 331 shares; 2024Q2: 292 shares; 2024Q3: 257 shares 257 $127K 0.01% -35 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 439 shares; 2023Q2: 435 shares; 2023Q3: 433 shares; 2023Q4: 433 shares; 2024Q1: 432 shares; 2024Q2: 411 shares; 2024Q3: 392 shares 392 $127K 0.01% -19 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 812 shares 812 $125K 0.01% new Timeline FXL 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: 900 shares; 2024Q3: 900 shares 900 $125K 0.01% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 817 shares; 2023Q2: 770 shares; 2023Q3: 766 shares; 2023Q4: 760 shares; 2024Q1: 706 shares; 2024Q2: 627 shares; 2024Q3: 571 shares 571 $118K 0.01% -56 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,100 shares; 2023Q2: 1,443 shares; 2023Q3: 1,373 shares; 2023Q4: 1,373 shares; 2024Q1: 1,817 shares; 2024Q2: 1,553 shares; 2024Q3: 1,463 shares 1,463 $118K 0.01% -90 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: 950 shares; 2023Q2: 950 shares; 2023Q3: 446 shares; 2023Q4: 560 shares; 2024Q1: 446 shares; 2024Q2: 446 shares; 2024Q3: 446 shares 446 $118K 0.01% 0 Timeline GSBD GOLDMAN SACHS BDC INC More: the full row for GOLDMAN SACHS 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: 8,500 shares; 2024Q3: 8,500 shares 8,500 $117K 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: 655 shares; 2023Q2: 634 shares; 2023Q3: 617 shares; 2023Q4: 37 shares; 2024Q1: 252 shares; 2024Q2: 232 shares; 2024Q3: 230 shares 230 $117K 0.01% -2 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 132 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares; 2024Q1: 800 shares; 2024Q2: 781 shares; 2024Q3: 736 shares 736 $111K 0.01% -45 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,570 shares; 2023Q2: 1,071 shares; 2023Q3: 596 shares; 2023Q4: 599 shares; 2024Q1: 411 shares; 2024Q2: 295 shares; 2024Q3: 265 shares 265 $111K 0.01% -30 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,663 shares; 2023Q2: 1,632 shares; 2023Q3: 1,581 shares; 2023Q4: 1,372 shares; 2024Q1: 1,728 shares; 2024Q2: 1,536 shares; 2024Q3: 1,411 shares 1,411 $110K 0.01% -125 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 4,326 shares; 2023Q2: 4,318 shares; 2023Q3: 4,212 shares; 2023Q4: 3,921 shares; 2024Q1: 3,807 shares; 2024Q2: 2,992 shares; 2024Q3: 3,526 shares 3,526 $107K 0.01% +534 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 702 shares; 2024Q3: 702 shares 702 $106K 0.01% 0 Timeline MUR MURPHY OIL CORP More: the full row for MURPHY OIL 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: 3,128 shares; 2024Q2: 3,128 shares; 2024Q3: 3,128 shares 3,128 $106K 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: 613 shares; 2023Q2: 1,110 shares; 2023Q3: 1,110 shares; 2023Q4: 1,110 shares; 2024Q1: 1,395 shares; 2024Q2: 1,377 shares; 2024Q3: 1,316 shares 1,316 $104K 0.01% -61 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,056 shares; 2023Q2: 3,139 shares; 2023Q3: 2,328 shares; 2023Q4: 2,328 shares; 2024Q1: 2,958 shares; 2024Q2: 1,938 shares; 2024Q3: 1,863 shares 1,863 $102K 0.01% -75 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 470 shares; 2023Q2: 148 shares; 2023Q3: 157 shares; 2023Q4: 164 shares; 2024Q1: 408 shares; 2024Q2: 407 shares; 2024Q3: 389 shares 389 $101K 0.01% -18 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: 759 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares; 2024Q1: 481 shares; 2024Q2: 456 shares; 2024Q3: 447 shares 447 $101K 0.01% -9 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 520 shares; 2023Q2: 514 shares; 2023Q3: 508 shares; 2023Q4: 504 shares; 2024Q1: 683 shares; 2024Q2: 602 shares; 2024Q3: 566 shares 566 $100K 0.01% -36 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,005 shares; 2024Q3: 1,005 shares 1,005 $98.6K 0.01% 0 Timeline FPEI FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,000 shares; 2024Q3: 5,000 shares 5,000 $95.3K 0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 961 shares; 2023Q2: 964 shares; 2023Q3: 977 shares; 2023Q4: 977 shares; 2024Q1: 954 shares; 2024Q2: 747 shares; 2024Q3: 700 shares 700 $94.5K 0.01% -47 Timeline AMLP ALPS ETF TR More: the full row for ALPS 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: 2,000 shares; 2024Q3: 2,000 shares 2,000 $94.3K 0.01% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 500 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 386 shares; 2024Q1: 386 shares; 2024Q2: 386 shares; 2024Q3: 386 shares 386 $93.8K 0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 918 shares; 2023Q2: 793 shares; 2023Q3: 780 shares; 2023Q4: 782 shares; 2024Q1: 233 shares; 2024Q2: 230 shares; 2024Q3: 194 shares 194 $92.1K 0.01% -36 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,016 shares; 2023Q2: 1,021 shares; 2023Q3: 1,020 shares; 2023Q4: 1,026 shares; 2024Q1: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $88.6K 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: 2,930 shares; 2023Q2: 3,794 shares; 2023Q3: 8,170 shares; 2023Q4: 146,779 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,169 shares 1,169 $87.8K 0.01% new Timeline FV 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: 1,500 shares; 2024Q3: 1,500 shares 1,500 $87.4K 0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 227 shares; 2023Q2: 227 shares; 2023Q3: 239 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 229 shares; 2024Q3: 231 shares 231 $87K 0.01% +2 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: 1,235 shares; 2023Q2: 1,239 shares; 2023Q3: 672 shares; 2023Q4: 672 shares; 2024Q1: 672 shares; 2024Q2: 633 shares; 2024Q3: 633 shares 633 $86.2K 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: not reported; 2023Q2: not reported; 2023Q3: 77 shares; 2023Q4: 77 shares; 2024Q1: 1,076 shares; 2024Q2: 1,095 shares; 2024Q3: 1,064 shares 1,064 $85.6K 0.01% -31 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: 586 shares; 2023Q2: 306 shares; 2023Q3: 306 shares; 2023Q4: 299 shares; 2024Q1: 238 shares; 2024Q2: 193 shares; 2024Q3: 159 shares 159 $82.7K 0.01% -34 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 365 shares 365 $82.4K 0.01% new 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: 1,212 shares; 2023Q2: 1,135 shares; 2023Q3: 1,047 shares; 2023Q4: 1,057 shares; 2024Q1: 991 shares; 2024Q2: 892 shares; 2024Q3: 709 shares 709 $81.5K 0.01% -183 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,368 shares; 2023Q2: 3,368 shares; 2023Q3: 3,368 shares; 2023Q4: 3,368 shares; 2024Q1: 3,368 shares; 2024Q2: 3,368 shares; 2024Q3: 3,368 shares 3,368 $81.5K 0.01% 0 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,510 shares; 2024Q3: 1,510 shares 1,510 $80.8K 0.01% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 360 shares; 2023Q2: 168 shares; 2023Q3: 170 shares; 2023Q4: 178 shares; 2024Q1: 168 shares; 2024Q2: 163 shares; 2024Q3: 137 shares 137 $80.1K 0.01% -26 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,184 shares; 2023Q2: 1,173 shares; 2023Q3: 1,149 shares; 2023Q4: 1,006 shares; 2024Q1: 299 shares; 2024Q2: 216 shares; 2024Q3: 171 shares 171 $79.5K 0.01% -45 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 530 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 167 shares; 2024Q1: 294 shares; 2024Q2: 275 shares; 2024Q3: 259 shares 259 $78.3K 0.01% -16 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 3,900 shares; 2023Q2: 3,876 shares; 2023Q3: 3,640 shares; 2023Q4: 3,640 shares; 2024Q1: 3,532 shares; 2024Q2: 3,652 shares; 2024Q3: 3,511 shares 3,511 $77.6K 0.01% -141 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,920 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 164 shares; 2024Q1: 1,632 shares; 2024Q2: 1,632 shares; 2024Q3: 1,644 shares 1,644 $77.2K 0.01% +12 Timeline RSPM 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: 2,050 shares 2,050 $76.6K 0.01% new Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 29,025 shares; 2023Q2: 28,997 shares; 2023Q3: 25,840 shares; 2023Q4: 26,562 shares; 2024Q1: 26,118 shares; 2024Q2: 1,050 shares; 2024Q3: 855 shares 855 $75.6K 0.01% -195 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 286 shares; 2024Q3: 294 shares 294 $75K 0.01% +8 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 301 shares; 2023Q2: 388 shares; 2023Q3: 386 shares; 2023Q4: 364 shares; 2024Q1: 2,280 shares; 2024Q2: 2,156 shares; 2024Q3: 2,094 shares 2,094 $74.5K 0.01% -62 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 113 shares; 2023Q2: 93 shares; 2023Q3: 98 shares; 2023Q4: 184 shares; 2024Q1: 1,036 shares; 2024Q2: 919 shares; 2024Q3: 871 shares 871 $73.7K 0.01% -48 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,066 shares; 2023Q2: 1,024 shares; 2023Q3: 1,020 shares; 2023Q4: 1,182 shares; 2024Q1: 1,020 shares; 2024Q2: 780 shares; 2024Q3: 656 shares 656 $73.3K 0.01% -124 Timeline FND FLOOR & DECOR HLDGS INC More: the full row for FLOOR & DECOR 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: 588 shares; 2024Q2: 588 shares; 2024Q3: 588 shares 588 $73K 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: 624 shares; 2023Q2: 504 shares; 2023Q3: 504 shares; 2023Q4: 506 shares; 2024Q1: 486 shares; 2024Q2: 450 shares; 2024Q3: 408 shares 408 $72.7K 0.01% -42 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,134 shares; 2023Q2: 2,093 shares; 2023Q3: 1,242 shares; 2023Q4: 1,242 shares; 2024Q1: 971 shares; 2024Q2: 873 shares; 2024Q3: 809 shares 809 $72.1K 0.01% -64 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P 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: 2,000 shares; 2024Q1: 2,000 shares; 2024Q2: 2,000 shares; 2024Q3: 2,000 shares 2,000 $69.8K 0.01% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 116 shares; 2023Q2: 116 shares; 2023Q3: 116 shares; 2023Q4: 116 shares; 2024Q1: 1,649 shares; 2024Q2: 1,649 shares; 2024Q3: 1,649 shares 1,649 $69.3K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 444 shares; 2023Q2: 438 shares; 2023Q3: 433 shares; 2023Q4: 440 shares; 2024Q1: 409 shares; 2024Q2: 305 shares; 2024Q3: 271 shares 271 $68.8K 0.01% -34 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: 970 shares; 2023Q2: 938 shares; 2023Q3: 938 shares; 2023Q4: 938 shares; 2024Q1: 938 shares; 2024Q2: 910 shares; 2024Q3: 856 shares 856 $68.7K 0.01% -54 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 391 shares; 2023Q2: 383 shares; 2023Q3: 383 shares; 2023Q4: 421 shares; 2024Q1: 432 shares; 2024Q2: 344 shares; 2024Q3: 285 shares 285 $68.7K 0.01% -59 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,105 shares; 2024Q3: 1,105 shares 1,105 $67.5K <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: 643 shares; 2023Q2: 462 shares; 2023Q3: 437 shares; 2023Q4: 389 shares; 2024Q1: 880 shares; 2024Q2: 828 shares; 2024Q3: 806 shares 806 $67.5K <0.01% -22 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW 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: 110 shares; 2024Q2: 110 shares; 2024Q3: 110 shares 110 $66.1K <0.01% 0 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,860 shares; 2024Q3: 1,860 shares 1,860 $65.9K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 137 shares; 2023Q2: 137 shares; 2023Q3: 137 shares; 2023Q4: 137 shares; 2024Q1: 135 shares; 2024Q2: 133 shares; 2024Q3: 125 shares 125 $61.8K <0.01% -8 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 570 shares; 2024Q1: 580 shares; 2024Q2: 546 shares; 2024Q3: 534 shares 534 $59.7K <0.01% -12 Timeline EBF ENNIS INC More: the full row for ENNIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,400 shares; 2023Q2: 2,400 shares; 2023Q3: 2,400 shares; 2023Q4: 2,400 shares; 2024Q1: 2,400 shares; 2024Q2: 2,400 shares; 2024Q3: 2,400 shares 2,400 $58.4K <0.01% 0 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: not reported; 2024Q2: 4,000 shares; 2024Q3: 4,000 shares 4,000 $58.3K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 517 shares; 2023Q2: 499 shares; 2023Q3: 467 shares; 2023Q4: 467 shares; 2024Q1: 444 shares; 2024Q2: 310 shares; 2024Q3: 310 shares 310 $58.1K <0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 369 shares 369 $55.7K <0.01% new Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 42,290 shares; 2023Q2: 41,772 shares; 2023Q3: 48,653 shares; 2023Q4: 48,028 shares; 2024Q1: 51,448 shares; 2024Q2: 27,786 shares; 2024Q3: 381 shares 381 $54.2K <0.01% -27,405 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 281 shares; 2023Q2: 276 shares; 2023Q3: 271 shares; 2023Q4: 271 shares; 2024Q1: 218 shares; 2024Q2: 132 shares; 2024Q3: 114 shares 114 $53.6K <0.01% -18 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,598 shares; 2023Q2: 2,986 shares; 2023Q3: 3,116 shares; 2023Q4: 2,038 shares; 2024Q1: 291 shares; 2024Q2: 292 shares; 2024Q3: 201 shares 201 $52.7K <0.01% -91 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 200 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 187 shares; 2024Q2: 196 shares; 2024Q3: 187 shares 187 $52.6K <0.01% -9 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 815 shares; 2023Q2: 720 shares; 2023Q3: 606 shares; 2023Q4: 495 shares; 2024Q1: 435 shares; 2024Q2: 232 shares; 2024Q3: 190 shares 190 $52K <0.01% -42 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 253 shares; 2023Q2: 252 shares; 2023Q3: 250 shares; 2023Q4: 249 shares; 2024Q1: 245 shares; 2024Q2: 231 shares; 2024Q3: 188 shares 188 $51K <0.01% -43 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 12 shares; 2023Q2: 11 shares; 2023Q3: 16 shares; 2023Q4: 349 shares; 2024Q1: 349 shares; 2024Q2: 349 shares; 2024Q3: 349 shares 349 $50.9K <0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 24 shares; 2023Q2: 23 shares; 2023Q3: 23 shares; 2023Q4: 23 shares; 2024Q1: 22 shares; 2024Q2: 17 shares; 2024Q3: 16 shares 16 $50.4K <0.01% -1 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 533 shares; 2024Q3: 533 shares 533 $49.9K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 237 shares; 2023Q2: 229 shares; 2023Q3: 207 shares; 2023Q4: 266 shares; 2024Q1: 219 shares; 2024Q2: 214 shares; 2024Q3: 198 shares 198 $49.2K <0.01% -16 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: 260 shares; 2023Q2: 229 shares; 2023Q3: 211 shares; 2023Q4: 211 shares; 2024Q1: 201 shares; 2024Q2: 202 shares; 2024Q3: 178 shares 178 $49K <0.01% -24 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,394 shares; 2023Q2: 1,392 shares; 2023Q3: 1,383 shares; 2023Q4: 1,392 shares; 2024Q1: 1,284 shares; 2024Q2: 1,281 shares; 2024Q3: 1,204 shares 1,204 $48.8K <0.01% -77 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 597 shares; 2023Q2: 565 shares; 2023Q3: 565 shares; 2023Q4: 759 shares; 2024Q1: 706 shares; 2024Q2: 613 shares; 2024Q3: 451 shares 451 $46.8K <0.01% -162 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: 345 shares; 2023Q2: 330 shares; 2023Q3: 330 shares; 2023Q4: 330 shares; 2024Q1: 309 shares; 2024Q2: 237 shares; 2024Q3: 185 shares 185 $46K <0.01% -52 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: 803 shares; 2023Q2: 781 shares; 2023Q3: 784 shares; 2023Q4: 782 shares; 2024Q1: 769 shares; 2024Q2: 570 shares; 2024Q3: 457 shares 457 $44.1K <0.01% -113 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 196 shares; 2023Q2: 196 shares; 2023Q3: 196 shares; 2023Q4: 196 shares; 2024Q1: 196 shares; 2024Q2: 167 shares; 2024Q3: 164 shares 164 $44K <0.01% -3 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: 321 shares; 2023Q2: 321 shares; 2023Q3: 321 shares; 2023Q4: 321 shares; 2024Q1: 312 shares; 2024Q2: 273 shares; 2024Q3: 259 shares 259 $43.8K <0.01% -14 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 795 shares; 2023Q2: 821 shares; 2023Q3: 821 shares; 2023Q4: 969 shares; 2024Q1: 562 shares; 2024Q2: 490 shares; 2024Q3: 409 shares 409 $43.1K <0.01% -81 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,120 shares; 2023Q2: 1,096 shares; 2023Q3: 1,084 shares; 2023Q4: 1,029 shares; 2024Q1: 983 shares; 2024Q2: 793 shares; 2024Q3: 662 shares 662 $42.9K <0.01% -131 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 312 shares; 2023Q2: 478 shares; 2023Q3: 478 shares; 2023Q4: 478 shares; 2024Q1: 478 shares; 2024Q2: 417 shares; 2024Q3: 353 shares 353 $42.7K <0.01% -64 Timeline COO COOPER COS INC More: the full row for COOPER COS 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: 384 shares; 2024Q2: 405 shares; 2024Q3: 384 shares 384 $42.4K <0.01% -21 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34,602 shares; 2023Q2: 36,773 shares; 2023Q3: 45,806 shares; 2023Q4: 4,743 shares; 2024Q1: 4,646 shares; 2024Q2: 3,958 shares; 2024Q3: 3,349 shares 3,349 $42.3K <0.01% -609 Timeline CIBR 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: 700 shares; 2024Q3: 700 shares 700 $41.5K <0.01% 0 Timeline Eaton Vance Floating Rate A Eaton Vance Floating Rate A More: the full row for Eaton Vance Floating Rate 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: not reported; 2024Q2: not reported; 2024Q3: 4,712 shares 4,712 $40.8K <0.01% new 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: 968 shares; 2023Q2: 1,439 shares; 2023Q3: 1,420 shares; 2023Q4: 1,329 shares; 2024Q1: 1,295 shares; 2024Q2: 1,024 shares; 2024Q3: 971 shares 971 $39.9K <0.01% -53 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 105 shares; 2023Q2: 93 shares; 2023Q3: 93 shares; 2023Q4: 93 shares; 2024Q1: 773 shares; 2024Q2: 755 shares; 2024Q3: 755 shares 755 $38.3K <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: 24,169 shares; 2023Q2: 234 shares; 2023Q3: 249 shares; 2023Q4: 281 shares; 2024Q1: 270 shares; 2024Q2: 254 shares; 2024Q3: 234 shares 234 $37.9K <0.01% -20 Timeline ISCF 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: 1,074 shares; 2024Q3: 1,074 shares 1,074 $37.9K <0.01% 0 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: 190 shares; 2023Q2: 190 shares; 2023Q3: 190 shares; 2023Q4: 190 shares; 2024Q1: 185 shares; 2024Q2: 124 shares; 2024Q3: 92 shares 92 $37.4K <0.01% -32 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: 558 shares; 2023Q2: 528 shares; 2023Q3: 540 shares; 2023Q4: 539 shares; 2024Q1: 506 shares; 2024Q2: 306 shares; 2024Q3: 208 shares 208 $37.1K <0.01% -98 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: 1,758 shares; 2023Q2: 1,816 shares; 2023Q3: 1,767 shares; 2023Q4: 1,767 shares; 2024Q1: 1,721 shares; 2024Q2: 1,459 shares; 2024Q3: 1,378 shares 1,378 $36.7K <0.01% -81 IFRA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 778 shares; 2024Q3: 778 shares 778 $36.5K <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,896 shares; 2023Q2: 4,899 shares; 2023Q3: 5,010 shares; 2023Q4: 4,760 shares; 2024Q1: 4,302 shares; 2024Q2: 3,162 shares; 2024Q3: 3,004 shares 3,004 $36.5K <0.01% -158 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,073 shares; 2023Q2: 151 shares; 2023Q3: 153 shares; 2023Q4: 151 shares; 2024Q1: 265 shares; 2024Q2: 148 shares; 2024Q3: 154 shares 154 $36.5K <0.01% +6 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: 1,214 shares; 2023Q2: 1,405 shares; 2023Q3: 1,398 shares; 2023Q4: 1,436 shares; 2024Q1: 1,392 shares; 2024Q2: 961 shares; 2024Q3: 849 shares 849 $36.4K <0.01% -112 Timeline XAR 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: 228 shares; 2023Q2: 228 shares; 2023Q3: 228 shares; 2023Q4: 228 shares; 2024Q1: 228 shares; 2024Q2: 228 shares; 2024Q3: 228 shares 228 $35.9K <0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 37 shares; 2023Q2: 35 shares; 2023Q3: 36 shares; 2023Q4: 37 shares; 2024Q1: 113 shares; 2024Q2: 116 shares; 2024Q3: 92 shares 92 $35.8K <0.01% -24 Timeline 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: 2,691 shares; 2023Q2: 615 shares; 2023Q3: 663 shares; 2023Q4: 830 shares; 2024Q1: 852 shares; 2024Q2: 914 shares; 2024Q3: 785 shares 785 $35.2K <0.01% -129 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 34 shares; 2023Q2: 34 shares; 2023Q3: 34 shares; 2023Q4: 1,639 shares; 2024Q1: not reported; 2024Q2: 612 shares; 2024Q3: 612 shares 612 $35.1K <0.01% 0 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,616 shares; 2023Q2: 1,069 shares; 2023Q3: 1,069 shares; 2023Q4: 390 shares; 2024Q1: 1,085 shares; 2024Q2: 1,442 shares; 2024Q3: 695 shares 695 $34.5K <0.01% -747 Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP 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: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares 1,000 $34.5K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 96,538 shares; 2023Q2: 95,382 shares; 2023Q3: 101,795 shares; 2023Q4: 101,360 shares; 2024Q1: 141,134 shares; 2024Q2: 183,465 shares; 2024Q3: 1,051 shares 1,051 $34.2K <0.01% -182,414 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares; 2023Q4: 50 shares; 2024Q1: 44 shares; 2024Q2: 37 shares; 2024Q3: 31 shares 31 $32.6K <0.01% -6 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 798 shares; 2024Q3: 798 shares 798 $32.3K <0.01% 0 Timeline EMGF 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: not reported; 2024Q2: 646 shares; 2024Q3: 646 shares 646 $32.2K <0.01% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 479 shares; 2023Q2: 478 shares; 2023Q3: 569 shares; 2023Q4: 471 shares; 2024Q1: 465 shares; 2024Q2: 496 shares; 2024Q3: 63 shares 63 $31.8K <0.01% -433 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 806 shares; 2023Q2: 806 shares; 2023Q3: 806 shares; 2023Q4: 806 shares; 2024Q1: 806 shares; 2024Q2: 551 shares; 2024Q3: 379 shares 379 $31.8K <0.01% -172 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 603 shares; 2023Q2: 602 shares; 2023Q3: 536 shares; 2023Q4: 536 shares; 2024Q1: 716 shares; 2024Q2: 454 shares; 2024Q3: 407 shares 407 $31.4K <0.01% -47 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,721 shares; 2023Q2: 2,721 shares; 2023Q3: 2,661 shares; 2023Q4: 2,661 shares; 2024Q1: 2,661 shares; 2024Q2: 2,161 shares; 2024Q3: 1,783 shares 1,783 $30.9K <0.01% -378 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: 526 shares; 2023Q2: 519 shares; 2023Q3: 405 shares; 2023Q4: 319 shares; 2024Q1: 319 shares; 2024Q2: 184 shares; 2024Q3: 212 shares 212 $29.7K <0.01% +28 BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 983 shares; 2023Q2: 1,317 shares; 2023Q3: 1,304 shares; 2023Q4: 1,376 shares; 2024Q1: 1,376 shares; 2024Q2: 433 shares; 2024Q3: 369 shares 369 $29.7K <0.01% -64 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 179 shares; 2023Q2: 168 shares; 2023Q3: 168 shares; 2023Q4: 168 shares; 2024Q1: 156 shares; 2024Q2: 156 shares; 2024Q3: 120 shares 120 $28.8K <0.01% -36 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 5,142 shares; 2023Q2: 1,950 shares; 2023Q3: 1,896 shares; 2023Q4: 2,024 shares; 2024Q1: 2,612 shares; 2024Q2: 2,663 shares; 2024Q3: 2,751 shares 2,751 $27.6K <0.01% +88 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 135 shares; 2023Q2: 129 shares; 2023Q3: 128 shares; 2023Q4: 128 shares; 2024Q1: 116 shares; 2024Q2: 65 shares; 2024Q3: 58 shares 58 $27.3K <0.01% -7 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 240 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: 229 shares; 2024Q1: 229 shares; 2024Q2: 251 shares; 2024Q3: 229 shares 229 $27.2K <0.01% -22 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: 301 shares; 2023Q2: 311 shares; 2023Q3: 311 shares; 2023Q4: 316 shares; 2024Q1: 276 shares; 2024Q2: 239 shares; 2024Q3: 217 shares 217 $27K <0.01% -22 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,002 shares; 2023Q2: 1,247 shares; 2023Q3: 1,288 shares; 2023Q4: 1,362 shares; 2024Q1: 1,475 shares; 2024Q2: 1,047 shares; 2024Q3: 726 shares 726 $27K <0.01% -321 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 367 shares; 2023Q2: 367 shares; 2023Q3: 356 shares; 2023Q4: 363 shares; 2024Q1: 345 shares; 2024Q2: 332 shares; 2024Q3: 285 shares 285 $26.7K <0.01% -47 Timeline GNTX GENTEX CORP More: the full row for GENTEX 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: 885 shares; 2024Q2: 885 shares; 2024Q3: 885 shares 885 $26.3K <0.01% 0 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: 404 shares; 2023Q2: 398 shares; 2023Q3: 398 shares; 2023Q4: 398 shares; 2024Q1: 389 shares; 2024Q2: 396 shares; 2024Q3: 361 shares 361 $26.2K <0.01% -35 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 1,694 shares; 2023Q2: 1,694 shares; 2023Q3: 787 shares; 2023Q4: 983 shares; 2024Q1: 577 shares; 2024Q2: 385 shares; 2024Q3: 352 shares 352 $26K <0.01% -33 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 138 shares; 2023Q2: 144 shares; 2023Q3: 144 shares; 2023Q4: 240 shares; 2024Q1: 230 shares; 2024Q2: 203 shares; 2024Q3: 167 shares 167 $25.6K <0.01% -36 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 183 shares; 2023Q2: 183 shares; 2023Q3: 169 shares; 2023Q4: 170 shares; 2024Q1: 153 shares; 2024Q2: 154 shares; 2024Q3: 100 shares 100 $25.5K <0.01% -54 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 220 shares; 2023Q2: 220 shares; 2023Q3: 239 shares; 2023Q4: 239 shares; 2024Q1: 239 shares; 2024Q2: 208 shares; 2024Q3: 208 shares 208 $25.5K <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: 799 shares; 2023Q2: 787 shares; 2023Q3: 790 shares; 2023Q4: 748 shares; 2024Q1: 693 shares; 2024Q2: 496 shares; 2024Q3: 388 shares 388 $25.3K <0.01% -108 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 18,727 shares; 2023Q2: 237 shares; 2023Q3: 229 shares; 2023Q4: 193 shares; 2024Q1: 192 shares; 2024Q2: 163 shares; 2024Q3: 154 shares 154 $25.1K <0.01% -9 Timeline AIZ ASSURANT INC More: the full row for ASSURANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 11 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares; 2024Q1: 125 shares; 2024Q2: 125 shares; 2024Q3: 125 shares 125 $24.9K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 283 shares; 2023Q2: 281 shares; 2023Q3: 281 shares; 2023Q4: 285 shares; 2024Q1: 285 shares; 2024Q2: 250 shares; 2024Q3: 247 shares 247 $24.4K <0.01% -3 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 958 shares; 2023Q2: 330 shares; 2023Q3: 273 shares; 2023Q4: 273 shares; 2024Q1: 235 shares; 2024Q2: 198 shares; 2024Q3: 198 shares 198 $24.3K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 745 shares; 2023Q2: 747 shares; 2023Q3: 569 shares; 2023Q4: 557 shares; 2024Q1: 1,216 shares; 2024Q2: 467 shares; 2024Q3: 410 shares 410 $24.1K <0.01% -57 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 605 shares; 2023Q3: 607 shares; 2023Q4: 607 shares; 2024Q1: 598 shares; 2024Q2: 281 shares; 2024Q3: 281 shares 281 $24K <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: 13 shares; 2023Q2: 25 shares; 2023Q3: 54 shares; 2023Q4: 99 shares; 2024Q1: 264 shares; 2024Q2: 289 shares; 2024Q3: 189 shares 189 $24K <0.01% -100 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 434 shares; 2023Q2: 440 shares; 2023Q3: 446 shares; 2023Q4: 446 shares; 2024Q1: 446 shares; 2024Q2: 269 shares; 2024Q3: 269 shares 269 $23.8K <0.01% 0 Timeline AVK ADVENT CONV & INCOME FD More: the full row for ADVENT CONV & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 2,010 shares; 2023Q2: 2,010 shares; 2023Q3: 2,010 shares; 2023Q4: 2,010 shares; 2024Q1: 2,010 shares; 2024Q2: 2,010 shares; 2024Q3: 2,010 shares 2,010 $23.6K <0.01% 0 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 188 shares; 2023Q2: 219 shares; 2023Q3: 217 shares; 2023Q4: 191 shares; 2024Q1: 170 shares; 2024Q2: 170 shares; 2024Q3: 170 shares 170 $23.6K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 178 shares; 2023Q2: 43 shares; 2023Q3: 43 shares; 2023Q4: 44 shares; 2024Q1: 43 shares; 2024Q2: 49 shares; 2024Q3: 42 shares 42 $23.4K <0.01% -7 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q4: restricted; 2023Q1: 345 shares; 2023Q2: 338 shares; 2023Q3: 332 shares; 2023Q4: 319 shares; 2024Q1: 309 shares; 2024Q2: 309 shares; 2024Q3: 299 shares 299 $23.1K <0.01% -10 Timeline