GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 460,574 shares; 2022Q1: 502,322 shares; 2022Q2: 521,679 shares; 2022Q3: 545,920 shares; 2022Q4: 506,665 shares; 2023Q1: 545,022 shares 545,022 $12.7M 18.5% +38,357 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 114,432 shares; 2022Q1: 125,615 shares; 2022Q2: 127,566 shares; 2022Q3: 127,916 shares; 2022Q4: 68,723 shares; 2023Q1: 68,651 shares 68,651 $6.51M 9.46% -72 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,410 shares; 2022Q1: 45,255 shares; 2022Q2: 44,355 shares; 2022Q3: 47,455 shares; 2022Q4: 49,855 shares; 2023Q1: 62,035 shares 62,035 $6.15M 8.93% +12,180 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,600 shares; 2022Q1: 39,201 shares; 2022Q2: 28,979 shares; 2022Q3: 28,890 shares; 2022Q4: 27,820 shares; 2023Q1: 27,018 shares 27,018 $4.46M 6.47% -802 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,467 shares; 2022Q1: 22,574 shares; 2022Q2: 31,974 shares; 2022Q3: 24,764 shares; 2022Q4: 22,564 shares; 2023Q1: 22,414 shares 22,414 $4.35M 6.31% -150 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,117 shares; 2022Q1: 28,092 shares; 2022Q2: 27,152 shares; 2022Q3: 28,152 shares; 2022Q4: 25,152 shares; 2023Q1: 34,942 shares 34,942 $3.72M 5.4% +9,790 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,050 shares; 2022Q1: 33,750 shares; 2022Q2: 32,250 shares; 2022Q3: 33,050 shares; 2022Q4: 29,570 shares; 2023Q1: 31,070 shares 31,070 $3.66M 5.31% +1,500 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 41,786 shares; 2022Q1: 41,235 shares; 2022Q2: 40,435 shares; 2022Q3: 40,435 shares; 2022Q4: 18,359 shares; 2023Q1: 18,659 shares 18,659 $1.77M 2.57% +300 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 46,304 shares; 2022Q1: 45,714 shares; 2022Q2: 43,260 shares; 2022Q3: 24,267 shares; 2022Q4: 23,702 shares; 2023Q1: 23,552 shares 23,552 $1.76M 2.55% -150 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,564 shares; 2022Q1: 5,286 shares; 2022Q2: 5,286 shares; 2022Q3: 5,269 shares; 2022Q4: 5,245 shares; 2023Q1: 6,213 shares 6,213 $1.14M 1.65% +968 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,395 shares; 2022Q1: 20,720 shares; 2022Q2: 13,378 shares; 2022Q3: 9,355 shares; 2022Q4: 8,115 shares; 2023Q1: 8,190 shares 8,190 $1.06M 1.54% +75 Timeline OMEX ODYSSEY MARINE EXPL INC More: the full row for ODYSSEY MARINE EXPL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 217,020 shares; 2022Q1: 238,077 shares; 2022Q2: 243,232 shares; 2022Q3: 276,865 shares; 2022Q4: 284,300 shares; 2023Q1: 271,379 shares 271,379 $882K 1.28% -12,921 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 41,874 shares; 2022Q1: 41,003 shares; 2022Q2: 37,003 shares; 2022Q3: 37,003 shares; 2022Q4: 28,710 shares; 2023Q1: 28,710 shares 28,710 $851K 1.24% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,895 shares; 2022Q1: 4,634 shares; 2022Q2: 4,664 shares; 2022Q3: 4,464 shares; 2022Q4: 4,309 shares; 2023Q1: 4,520 shares 4,520 $720K 1.05% +211 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 36,218 shares; 2022Q1: 65,803 shares; 2022Q2: 65,854 shares; 2022Q3: 65,907 shares; 2022Q4: 60,967 shares; 2023Q1: 62,141 shares 62,141 $713K 1.04% +1,174 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,440 shares; 2022Q1: 13,640 shares; 2022Q2: 12,140 shares; 2022Q3: 12,140 shares; 2022Q4: 7,940 shares; 2023Q1: 7,940 shares 7,940 $652K 0.95% 0 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,200 shares; 2022Q1: 14,000 shares; 2022Q2: 13,500 shares; 2022Q3: 13,500 shares; 2022Q4: 13,500 shares; 2023Q1: 13,250 shares 13,250 $630K 0.91% -250 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 12,500 shares; 2023Q1: 12,500 shares 12,500 $602K 0.87% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,164 shares; 2022Q1: 4,964 shares; 2022Q2: 4,964 shares; 2022Q3: 4,964 shares; 2022Q4: 4,964 shares; 2023Q1: 4,964 shares 4,964 $535K 0.78% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,420 shares; 2022Q1: 4,300 shares; 2022Q2: 4,300 shares; 2022Q3: 4,302 shares; 2022Q4: 4,302 shares; 2023Q1: 6,336 shares 6,336 $488K 0.71% +2,034 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,765 shares; 2022Q1: 5,979 shares; 2022Q2: 6,110 shares; 2022Q3: 6,098 shares; 2022Q4: 5,858 shares; 2023Q1: 5,942 shares 5,942 $453K 0.66% +84 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,280 shares; 2022Q1: 1,380 shares; 2022Q2: 1,380 shares; 2022Q3: 1,380 shares; 2022Q4: 1,180 shares; 2023Q1: 1,280 shares 1,280 $440K 0.64% +100 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 158 shares; 2022Q1: 139 shares; 2022Q2: 2,738 shares; 2022Q3: 2,720 shares; 2022Q4: 4,839 shares; 2023Q1: 4,199 shares 4,199 $434K 0.63% -640 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 247,900 shares; 2022Q1: 350,671 shares; 2022Q2: 519,643 shares; 2022Q3: 520,393 shares; 2022Q4: 583,277 shares; 2023Q1: 586,385 shares 586,385 $412K 0.6% +3,108 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,722 shares; 2022Q1: 6,277 shares; 2022Q2: 6,082 shares; 2022Q3: 5,172 shares; 2022Q4: 4,976 shares; 2023Q1: 5,431 shares 5,431 $376K 0.55% +455 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,701 shares; 2022Q1: 6,001 shares; 2022Q2: 5,103 shares; 2022Q3: 4,905 shares; 2022Q4: 3,509 shares; 2023Q1: 3,512 shares 3,512 $368K 0.53% +3 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 65,380 shares; 2022Q1: 81,015 shares; 2022Q2: 94,485 shares; 2022Q3: 94,285 shares; 2022Q4: 119,460 shares; 2023Q1: 120,710 shares 120,710 $359K 0.52% +1,250 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,988 shares; 2022Q1: 20,588 shares; 2022Q2: 20,288 shares; 2022Q3: 20,288 shares; 2022Q4: 19,518 shares; 2023Q1: 18,267 shares 18,267 $352K 0.51% -1,251 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,231 shares; 2022Q1: 4,531 shares; 2022Q2: 3,304 shares; 2022Q3: 3,268 shares; 2022Q4: 3,068 shares; 2023Q1: 3,068 shares 3,068 $326K 0.47% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10 shares; 2022Q1: 10 shares; 2022Q2: 5 shares; 2022Q3: 10 shares; 2022Q4: 2,955 shares; 2023Q1: 6,441 shares 6,441 $326K 0.47% +3,486 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,020 shares; 2022Q1: 2,021 shares; 2022Q2: 2,022 shares; 2022Q3: 1,945 shares; 2022Q4: 1,796 shares; 2023Q1: 2,082 shares 2,082 $323K 0.47% +286 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,382 shares; 2022Q1: 1,016 shares; 2022Q2: 644 shares; 2022Q3: 570 shares; 2022Q4: 566 shares; 2023Q1: 641 shares 641 $303K 0.44% +75 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,048 shares; 2022Q1: 2,210 shares; 2022Q2: 1,960 shares; 2022Q3: 1,930 shares; 2022Q4: 1,811 shares; 2023Q1: 975 shares 975 $281K 0.41% -836 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,978 shares; 2022Q1: 1,433 shares; 2022Q2: 1,333 shares; 2022Q3: 1,755 shares; 2022Q4: 965 shares; 2023Q1: 1,145 shares 1,145 $277K 0.4% +180 Timeline NML NEUBERGER ENGY INFRSTR & INC More: the full row for NEUBERGER ENGY INFRSTR & INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,300 shares; 2022Q1: 33,400 shares; 2022Q2: 33,400 shares; 2022Q3: 33,400 shares; 2022Q4: 34,700 shares; 2023Q1: 40,300 shares 40,300 $265K 0.38% +5,600 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,128 shares; 2022Q1: 20,523 shares; 2022Q2: 19,956 shares; 2022Q3: 19,898 shares; 2022Q4: 10,943 shares; 2023Q1: 10,943 shares 10,943 $253K 0.37% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,210 shares 4,210 $230K 0.33% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,446 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,521 shares; 2022Q4: 2,288 shares; 2023Q1: 2,288 shares 2,288 $224K 0.33% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,620 shares; 2022Q1: 7,120 shares; 2022Q2: 7,120 shares; 2022Q3: 12,238 shares; 2022Q4: 9,638 shares; 2023Q1: 12,668 shares 12,668 $222K 0.32% +3,030 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,732 shares; 2022Q1: 7,033 shares; 2022Q2: 7,032 shares; 2022Q3: 15,257 shares; 2022Q4: 14,857 shares; 2023Q1: 17,605 shares 17,605 $220K 0.32% +2,748 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 159 shares; 2022Q1: 158 shares; 2022Q2: 131 shares; 2022Q3: 2,220 shares; 2022Q4: 2,180 shares; 2023Q1: 2,030 shares 2,030 $211K 0.31% -150 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,988 shares; 2022Q1: 4,988 shares; 2022Q2: 4,988 shares; 2022Q3: 4,988 shares; 2022Q4: 3,933 shares; 2023Q1: 2,533 shares 2,533 $210K 0.31% -1,400 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,214 shares; 2022Q1: 5,304 shares; 2022Q2: 4,862 shares; 2022Q3: 4,862 shares; 2022Q4: 4,562 shares; 2023Q1: 4,662 shares 4,662 $181K 0.26% +100 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 850 shares; 2022Q2: 1,150 shares; 2022Q3: 2,150 shares; 2022Q4: 3,350 shares; 2023Q1: 10,850 shares 10,850 $163K 0.24% +7,500 UNITED STS NAT GAS FD LP UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,925 shares 22,925 $159K 0.23% new PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 240 shares; 2022Q3: 450 shares; 2022Q4: 13,070 shares; 2023Q1: 14,788 shares 14,788 $154K 0.22% +1,718 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,289 shares; 2022Q1: 1,239 shares; 2022Q2: 857 shares; 2022Q3: 857 shares; 2022Q4: 858 shares; 2023Q1: 658 shares 658 $148K 0.22% -200 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,975 shares; 2022Q1: 1,280 shares; 2022Q2: 1,230 shares; 2022Q3: 1,230 shares; 2022Q4: 950 shares; 2023Q1: 900 shares 900 $147K 0.21% -50 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 530 shares; 2022Q1: 530 shares; 2022Q2: 278 shares; 2022Q3: 278 shares; 2022Q4: 278 shares; 2023Q1: 308 shares 308 $146K 0.21% +30 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,955 shares; 2022Q1: 2,955 shares; 2022Q2: 2,955 shares; 2022Q3: 2,670 shares; 2022Q4: 2,801 shares; 2023Q1: 3,141 shares 3,141 $140K 0.2% +340 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,895 shares; 2022Q1: 1,849 shares; 2022Q2: 1,649 shares; 2022Q3: 820 shares; 2022Q4: 820 shares; 2023Q1: 940 shares 940 $140K 0.2% +120 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,738 shares; 2022Q1: 598 shares; 2022Q2: 3,679 shares; 2022Q3: 3,691 shares; 2022Q4: 3,428 shares; 2023Q1: 3,348 shares 3,348 $135K 0.2% -80 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 425 shares; 2022Q1: 425 shares; 2022Q2: 425 shares; 2022Q3: 425 shares; 2022Q4: 420 shares; 2023Q1: 420 shares 420 $130K 0.19% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 622 shares; 2022Q1: 622 shares; 2022Q2: 622 shares; 2022Q3: 617 shares; 2022Q4: 678 shares; 2023Q1: 529 shares 529 $112K 0.16% -149 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,823 shares; 2022Q1: 3,827 shares; 2022Q2: 3,636 shares; 2022Q3: 3,640 shares; 2022Q4: 3,343 shares; 2023Q1: 2,738 shares 2,738 $112K 0.16% -605 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,150 shares; 2022Q1: 1,950 shares; 2022Q2: 1,750 shares; 2022Q3: 1,750 shares; 2022Q4: 1,750 shares; 2023Q1: 1,750 shares 1,750 $109K 0.16% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,065 shares; 2022Q1: 1,790 shares; 2022Q2: 1,505 shares; 2022Q3: 750 shares; 2022Q4: 650 shares; 2023Q1: 725 shares 725 $107K 0.16% +75 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 375 shares; 2022Q1: 375 shares; 2022Q2: 375 shares; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares 375 $105K 0.15% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 920 shares; 2022Q1: 535 shares; 2022Q2: 435 shares; 2022Q3: 360 shares; 2022Q4: 355 shares; 2023Q1: 355 shares 355 $105K 0.15% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,900 shares; 2022Q1: 1,500 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,300 shares; 2023Q1: 745 shares 745 $97.1K 0.14% -555 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,125 shares; 2022Q1: 1,050 shares; 2022Q2: 1,050 shares; 2022Q3: 1,050 shares; 2022Q4: 1,050 shares; 2023Q1: 950 shares 950 $96.2K 0.14% -100 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 585 shares; 2022Q1: 510 shares; 2022Q2: 510 shares; 2022Q3: 335 shares; 2022Q4: 335 shares; 2023Q1: 335 shares 335 $95.6K 0.14% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,622 shares; 2022Q1: 3,423 shares; 2022Q2: 3,268 shares; 2022Q3: 2,319 shares; 2022Q4: 2,521 shares; 2023Q1: 2,523 shares 2,523 $95.6K 0.14% +2 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 819 shares; 2022Q1: 819 shares; 2022Q2: 819 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $94.4K 0.14% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 575 shares; 2022Q1: 550 shares; 2022Q2: 550 shares; 2022Q3: 550 shares; 2022Q4: 425 shares; 2023Q1: 400 shares 400 $89.1K 0.13% -25 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,153 shares; 2022Q1: 4,253 shares; 2022Q2: 4,253 shares; 2022Q3: 2,253 shares; 2022Q4: 4,213 shares; 2023Q1: 3,433 shares 3,433 $88.9K 0.13% -780 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,915 shares; 2022Q1: 6,340 shares; 2022Q2: 6,215 shares; 2022Q3: 5,815 shares; 2022Q4: 4,415 shares; 2023Q1: 4,415 shares 4,415 $87.7K 0.13% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,435 shares; 2022Q1: 1,755 shares; 2022Q2: 1,655 shares; 2022Q3: 1,705 shares; 2022Q4: 1,525 shares; 2023Q1: 1,400 shares 1,400 $87.4K 0.13% -125 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,180 shares; 2022Q1: 760 shares; 2022Q2: 760 shares; 2022Q3: 793 shares; 2022Q4: 793 shares; 2023Q1: 793 shares 793 $87K 0.13% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 740 shares; 2022Q1: 740 shares; 2022Q2: 690 shares; 2022Q3: 690 shares; 2022Q4: 690 shares; 2023Q1: 990 shares 990 $86.3K 0.13% +300 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 995 shares; 2022Q1: 995 shares; 2022Q2: 995 shares; 2022Q3: 995 shares; 2022Q4: 885 shares; 2023Q1: 885 shares 885 $86.1K 0.12% 0 Timeline UPGD 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares 1,500 $83.1K 0.12% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,780 shares; 2022Q1: 8,580 shares; 2022Q2: 7,280 shares; 2022Q3: 2,580 shares; 2022Q4: 2,450 shares; 2023Q1: 2,550 shares 2,550 $82.5K 0.12% +100 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 0 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares 200 $81.9K 0.12% new Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $80K 0.12% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,417 shares; 2022Q1: 892 shares; 2022Q2: 892 shares; 2022Q3: 892 shares; 2022Q4: 792 shares; 2023Q1: 792 shares 792 $79.3K 0.12% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,100 shares; 2022Q1: 1,100 shares; 2022Q2: 1,100 shares; 2022Q3: 535 shares; 2022Q4: 872 shares; 2023Q1: 872 shares 872 $79K 0.11% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,500 shares; 2022Q1: 15,500 shares; 2022Q2: 15,500 shares; 2022Q3: 11,100 shares; 2022Q4: 10,600 shares; 2023Q1: 3,500 shares 3,500 $77.4K 0.11% -7,100 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 325 shares 325 $74.2K 0.11% +25 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 175 shares; 2022Q1: 175 shares; 2022Q2: 175 shares; 2022Q3: 177 shares; 2022Q4: 182 shares; 2023Q1: 175 shares 175 $72.3K 0.1% -7 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,450 shares; 2022Q1: 2,100 shares; 2022Q2: 1,300 shares; 2022Q3: 1,300 shares; 2022Q4: 1,300 shares; 2023Q1: 1,300 shares 1,300 $68K 0.1% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,026 shares; 2022Q1: 1,401 shares; 2022Q2: 2,466 shares; 2022Q3: 2,466 shares; 2022Q4: 2,466 shares; 2023Q1: 2,466 shares 2,466 $63.9K 0.09% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 369 shares; 2022Q1: 369 shares; 2022Q2: 310 shares; 2022Q3: 310 shares; 2022Q4: 310 shares; 2023Q1: 310 shares 310 $63.3K 0.09% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 720 shares; 2022Q1: 720 shares; 2022Q2: 720 shares; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 635 shares 635 $61.3K 0.09% -85 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 505 shares; 2022Q1: 505 shares; 2022Q2: 450 shares; 2022Q3: 450 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $59.9K 0.09% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares; 2022Q3: 875 shares; 2022Q4: 782 shares; 2023Q1: 782 shares 782 $59.8K 0.09% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 300 shares; 2023Q1: 800 shares 800 $59.4K 0.09% +500 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $59K 0.09% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 49 shares; 2022Q1: 46 shares; 2022Q2: 46 shares; 2022Q3: 820 shares; 2022Q4: 820 shares; 2023Q1: 560 shares 560 $58.1K 0.08% -260 Timeline AGI ALAMOS GOLD INC More: the full row for ALAMOS GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,700 shares 4,700 $57.5K 0.08% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 420 shares; 2022Q1: 520 shares; 2022Q2: 530 shares; 2022Q3: 535 shares; 2022Q4: 535 shares; 2023Q1: 755 shares 755 $57.3K 0.08% +220 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 189 shares; 2022Q1: 189 shares; 2022Q2: 189 shares; 2022Q3: 179 shares; 2022Q4: 179 shares; 2023Q1: 179 shares 179 $54.4K 0.08% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,400 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,300 shares; 2023Q1: 1,800 shares 1,800 $53.7K 0.08% +500 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 1,684 shares; 2022Q3: 1,684 shares; 2022Q4: 1,684 shares; 2023Q1: 1,679 shares 1,679 $53.6K 0.08% -5 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 689 shares; 2022Q1: 689 shares; 2022Q2: 689 shares; 2022Q3: 689 shares; 2022Q4: 689 shares; 2023Q1: 689 shares 689 $53.5K 0.08% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,050 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $53K 0.08% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 760 shares; 2022Q1: 760 shares; 2022Q2: 760 shares; 2022Q3: 760 shares; 2022Q4: 760 shares; 2023Q1: 760 shares 760 $52.9K 0.08% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,610 shares; 2022Q3: 6,610 shares; 2022Q4: 3,568 shares; 2023Q1: 3,447 shares 3,447 $52K 0.08% -121 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 180 shares; 2022Q1: 180 shares; 2022Q2: 180 shares; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares 180 $51.7K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 723 shares; 2022Q1: 725 shares; 2022Q2: 728 shares; 2022Q3: 730 shares; 2022Q4: 733 shares; 2023Q1: 735 shares 735 $51.3K 0.07% +2 Timeline RFI COHEN & STEERS TOTAL RETURN More: the full row for COHEN & STEERS TOTAL RETURN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,200 shares; 2022Q1: 4,200 shares; 2022Q2: 4,200 shares; 2022Q3: 4,200 shares; 2022Q4: 5,700 shares; 2023Q1: 4,200 shares 4,200 $50.9K 0.07% -1,500 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,400 shares 1,400 $49.8K 0.07% new Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 800 shares; 2022Q2: 1,100 shares; 2022Q3: 1,100 shares; 2022Q4: 700 shares; 2023Q1: 1,000 shares 1,000 $49K 0.07% +300 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 349 shares; 2022Q1: 349 shares; 2022Q2: 349 shares; 2022Q3: 349 shares; 2022Q4: 349 shares; 2023Q1: 349 shares 349 $48.5K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 485 shares; 2022Q1: 485 shares; 2022Q2: 485 shares; 2022Q3: 485 shares; 2022Q4: 485 shares; 2023Q1: 485 shares 485 $48.1K 0.07% 0 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,600 shares; 2022Q4: 3,600 shares; 2023Q1: 3,750 shares 3,750 $45.7K 0.07% +150 WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,402 shares; 2022Q1: 1,432 shares; 2022Q2: 1,436 shares; 2022Q3: 1,440 shares; 2022Q4: 1,445 shares; 2023Q1: 1,471 shares 1,471 $44.3K 0.06% +26 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $43.4K 0.06% 0 P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,175 shares; 2022Q1: 1,175 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,700 shares; 2023Q1: 1,700 shares 1,700 $43.4K 0.06% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $42.9K 0.06% 0 Timeline XETYX EATON VANCE TAX-MANAGED DIVE More: the full row for EATON VANCE TAX-MANAGED DIVE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,340 shares; 2022Q1: 3,395 shares; 2022Q2: 3,458 shares; 2022Q3: 3,523 shares; 2022Q4: 3,586 shares; 2023Q1: 3,646 shares 3,646 $42.6K 0.06% +60 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,979 shares; 2022Q1: 979 shares; 2022Q2: 479 shares; 2022Q3: 479 shares; 2022Q4: 479 shares; 2023Q1: 1,461 shares 1,461 $41.8K 0.06% +982 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 833 shares; 2022Q1: 833 shares; 2022Q2: 797 shares; 2022Q3: 687 shares; 2022Q4: 687 shares; 2023Q1: 1,087 shares 1,087 $41.5K 0.06% +400 Timeline PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,300 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,350 shares; 2022Q4: 3,350 shares; 2023Q1: 4,534 shares 4,534 $41K 0.06% +1,184 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,700 shares; 2022Q1: 2,700 shares; 2022Q2: 2,700 shares; 2022Q3: 2,700 shares; 2022Q4: 1,700 shares; 2023Q1: 4,750 shares 4,750 $40.1K 0.06% +3,050 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,700 shares 1,700 $40K 0.06% new Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 375 shares; 2022Q1: 375 shares; 2022Q2: 375 shares; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares 375 $39K 0.06% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 237 shares; 2022Q1: 237 shares; 2022Q2: 237 shares; 2022Q3: 237 shares; 2022Q4: 223 shares; 2023Q1: 203 shares 203 $38.8K 0.06% -20 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares; 2022Q3: 450 shares; 2022Q4: 450 shares; 2023Q1: 450 shares 450 $37.4K 0.05% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 390 shares; 2022Q1: 390 shares; 2022Q2: 384 shares; 2022Q3: 384 shares; 2022Q4: 384 shares; 2023Q1: 384 shares 384 $36.7K 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $36.5K 0.05% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 534 shares; 2022Q1: 534 shares; 2022Q2: 534 shares; 2022Q3: 534 shares; 2022Q4: 534 shares; 2023Q1: 534 shares 534 $36.2K 0.05% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,031 shares; 2022Q1: 825 shares; 2022Q2: 625 shares; 2022Q3: 525 shares; 2022Q4: 525 shares; 2023Q1: 1,049 shares 1,049 $35.8K 0.05% +524 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 170 shares; 2022Q1: 155 shares; 2022Q2: 155 shares; 2022Q3: 155 shares; 2022Q4: 155 shares; 2023Q1: 155 shares 155 $35.4K 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 912 shares; 2022Q1: 912 shares; 2022Q2: 912 shares; 2022Q3: 912 shares; 2022Q4: 912 shares; 2023Q1: 912 shares 912 $34.6K 0.05% 0 Timeline CLDT CHATHAM LODGING TR More: the full row for CHATHAM LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,210 shares; 2022Q1: 5,210 shares; 2022Q2: 3,910 shares; 2022Q3: 3,285 shares; 2022Q4: 3,285 shares; 2023Q1: 3,293 shares 3,293 $34.5K 0.05% +8 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 982 shares; 2022Q1: 982 shares; 2022Q2: 982 shares; 2022Q3: 982 shares; 2022Q4: 982 shares; 2023Q1: 982 shares 982 $34.4K 0.05% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $34.3K 0.05% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 748 shares; 2022Q1: 748 shares; 2022Q2: 748 shares; 2022Q3: 748 shares; 2022Q4: 748 shares; 2023Q1: 748 shares 748 $34.2K 0.05% 0 Timeline VECTOR GROUP LTD VECTOR GROUP LTD More: the full row for VECTOR GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,817 shares; 2022Q1: 2,808 shares; 2022Q2: 2,808 shares; 2022Q3: 2,808 shares; 2022Q4: 2,808 shares; 2023Q1: 2,840 shares 2,840 $34.1K 0.05% +32 FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 303 shares; 2022Q1: 304 shares; 2022Q2: 305 shares; 2022Q3: 306 shares; 2022Q4: 297 shares; 2023Q1: 273 shares 273 $33.3K 0.05% -24 Timeline FPE 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,593 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,083 shares; 2022Q4: 2,083 shares; 2023Q1: 2,083 shares 2,083 $33.3K 0.05% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 175 shares 175 $31.9K 0.05% -175 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 125 shares 125 $30.9K 0.04% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $30.8K 0.04% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 1,800 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,000 shares 2,000 $30.6K 0.04% new Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $30.3K 0.04% 0 Timeline PROSHARES PROSHARES More: the full row for PROSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,976 shares; 2022Q1: 9,971 shares; 2022Q2: 9,338 shares; 2022Q3: 12,048 shares; 2022Q4: 9,248 shares; 2023Q1: 6,489 shares 6,489 $30.2K 0.04% -2,759 PHYSICIANS REALTY TRUST PHYSICIANS REALTY TRUST More: the full row for PHYSICIANS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares 2,000 $29.9K 0.04% 0 IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 428 shares; 2022Q1: 428 shares; 2022Q2: 354 shares; 2022Q3: 354 shares; 2022Q4: 354 shares; 2023Q1: 354 shares 354 $29.6K 0.04% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $29.5K 0.04% 0 Timeline VRAYQ VIEWRAY INC More: the full row for VIEWRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,210 shares; 2022Q1: 32,410 shares; 2022Q2: 31,010 shares; 2022Q3: 31,010 shares; 2022Q4: 29,310 shares; 2023Q1: 8,500 shares 8,500 $29.4K 0.04% -20,810 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,130 shares; 2022Q1: 830 shares; 2022Q2: 840 shares; 2022Q3: 840 shares; 2022Q4: 830 shares; 2023Q1: 830 shares 830 $29K 0.04% 0 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 570 shares; 2022Q4: 570 shares; 2023Q1: 570 shares 570 $28.8K 0.04% 0 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 275 shares; 2022Q4: 275 shares; 2023Q1: 275 shares 275 $27.6K 0.04% 0 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 325 shares; 2022Q1: 325 shares; 2022Q2: 325 shares; 2022Q3: 325 shares; 2022Q4: 325 shares; 2023Q1: 325 shares 325 $27.4K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 900 shares; 2022Q2: 900 shares; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares 900 $26.9K 0.04% 0 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 380 shares; 2022Q4: 380 shares; 2023Q1: 380 shares 380 $26.7K 0.04% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 190 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 115 shares; 2023Q1: 115 shares 115 $26.3K 0.04% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 201 shares; 2022Q4: 201 shares; 2023Q1: 168 shares 168 $25.4K 0.04% -33 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $25.3K 0.04% 0 Timeline RXO RXO INC More: the full row for RXO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,684 shares; 2023Q1: 1,283 shares 1,283 $25.2K 0.04% -401 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 701 shares; 2022Q1: 701 shares; 2022Q2: 701 shares; 2022Q3: 701 shares; 2022Q4: 1,251 shares; 2023Q1: 771 shares 771 $25.2K 0.04% -480 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 175 shares; 2022Q1: 175 shares; 2022Q2: 175 shares; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 100 shares 100 $25K 0.04% -75 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,750 shares; 2022Q1: 1,550 shares; 2022Q2: 1,550 shares; 2022Q3: 1,550 shares; 2022Q4: 1,950 shares; 2023Q1: 1,975 shares 1,975 $24.6K 0.04% +25 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $24.5K 0.04% 0 Timeline H&E EQUIPMENT SERVICES INC H&E EQUIPMENT SERVICES INC More: the full row for H&E EQUIPMENT SERVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 550 shares; 2022Q1: 550 shares; 2022Q2: 550 shares; 2022Q3: 550 shares; 2022Q4: 550 shares; 2023Q1: 550 shares 550 $24.3K 0.04% 0 MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 600 shares 600 $23.7K 0.03% +100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $23K 0.03% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $22.9K 0.03% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 660 shares; 2022Q1: 660 shares; 2022Q2: 660 shares; 2022Q3: 660 shares; 2022Q4: 660 shares; 2023Q1: 660 shares 660 $22.8K 0.03% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 151 shares 151 $22.2K 0.03% 0 Timeline AMERICAN EQUITY INVT LIFE AMERICAN EQUITY INVT LIFE More: the full row for AMERICAN EQUITY INVT LIFE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $21.9K 0.03% 0 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 270 shares; 2022Q3: 270 shares; 2022Q4: 270 shares; 2023Q1: 270 shares 270 $20.9K 0.03% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,037 shares; 2022Q1: 1,038 shares; 2022Q2: 1,046 shares; 2022Q3: 1,046 shares; 2022Q4: 1,048 shares; 2023Q1: 1,048 shares 1,048 $20.7K 0.03% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares 300 $20.6K 0.03% new Timeline SBCF SEACOAST BKG CORP FLA More: the full row for SEACOAST BKG CORP FLA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 864 shares; 2022Q1: 864 shares; 2022Q2: 864 shares; 2022Q3: 864 shares; 2022Q4: 864 shares; 2023Q1: 864 shares 864 $20.5K 0.03% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares 200 $20.3K 0.03% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 51 shares 51 $20.2K 0.03% +1 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 450 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $20.2K 0.03% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 240 shares; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 240 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $20.1K 0.03% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 394 shares; 2022Q1: 394 shares; 2022Q2: 394 shares; 2022Q3: 394 shares; 2022Q4: 394 shares; 2023Q1: 394 shares 394 $19.8K 0.03% 0 Timeline DIAX NUVEEN DOW 30SM DYNAMIC OVERWR More: the full row for NUVEEN DOW 30SM DYNAMIC OVERWR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,338 shares; 2022Q1: 1,338 shares; 2022Q2: 1,338 shares; 2022Q3: 1,338 shares; 2022Q4: 1,338 shares; 2023Q1: 1,338 shares 1,338 $19.6K 0.03% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 943 shares; 2022Q1: 675 shares; 2022Q2: 300 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $19.1K 0.03% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares 200 $18.4K 0.03% new Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $18.4K 0.03% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 960 shares; 2022Q1: 450 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $17.9K 0.03% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $17.7K 0.03% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,190 shares; 2022Q1: 1,190 shares; 2022Q2: 1,640 shares; 2022Q3: 390 shares; 2022Q4: 390 shares; 2023Q1: 390 shares 390 $17.6K 0.03% 0 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 524 shares; 2022Q1: 524 shares; 2022Q2: 524 shares; 2022Q3: 524 shares; 2022Q4: 524 shares; 2023Q1: 524 shares 524 $17.4K 0.03% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $17.3K 0.03% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $17K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4 shares; 2022Q4: 404 shares; 2023Q1: 405 shares 405 $16.9K 0.02% +1 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $16.8K 0.02% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 440 shares; 2022Q1: 440 shares; 2022Q2: 440 shares; 2022Q3: 440 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $16.8K 0.02% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,865 shares; 2022Q1: 592 shares; 2022Q2: 564 shares; 2022Q3: 364 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $16.6K 0.02% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 357 shares; 2022Q1: 357 shares; 2022Q2: 357 shares; 2022Q3: 357 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $16.3K 0.02% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 340 shares; 2022Q1: 340 shares; 2022Q2: 340 shares; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares 340 $16.3K 0.02% 0 Timeline ESBA EMPIRE ST RLTY OP L P More: the full row for EMPIRE ST RLTY OP L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,000 shares; 2022Q1: 2,500 shares; 2022Q2: 2,500 shares; 2022Q3: 2,500 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares 2,500 $16.2K 0.02% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 511 shares; 2022Q1: 511 shares; 2022Q2: 511 shares; 2022Q3: 511 shares; 2022Q4: 511 shares; 2023Q1: 511 shares 511 $15.8K 0.02% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 350 shares 350 $15.6K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: 105 shares; 2022Q2: 105 shares; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares 105 $15.6K 0.02% 0 Timeline CCAP CRESCENT CAP BDC INC More: the full row for CRESCENT CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 565 shares; 2022Q1: 1,100 shares; 2022Q2: 1,100 shares; 2022Q3: 1,100 shares; 2022Q4: 1,100 shares; 2023Q1: 1,100 shares 1,100 $15K 0.02% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 550 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $14.9K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 400 shares 400 $14.4K 0.02% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 404 shares; 2022Q1: 404 shares; 2022Q2: 304 shares; 2022Q3: 304 shares; 2022Q4: 304 shares; 2023Q1: 304 shares 304 $14.2K 0.02% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 500 shares; 2023Q1: 300 shares 300 $14.1K 0.02% -200 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $13.9K 0.02% 0 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,900 shares; 2022Q3: 1,200 shares; 2022Q4: 1,600 shares; 2023Q1: 575 shares 575 $13.8K 0.02% -1,025 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares 500 $13.7K 0.02% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 126 shares; 2022Q1: 126 shares; 2022Q2: 126 shares; 2022Q3: 126 shares; 2022Q4: 126 shares; 2023Q1: 126 shares 126 $13.6K 0.02% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 219 shares; 2023Q1: 219 shares 219 $13.1K 0.02% 0 Timeline HTZ HERTZ GLOBAL HLDGS INC More: the full row for HERTZ GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $13K 0.02% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $12.8K 0.02% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 200 shares 200 $12.6K 0.02% +100 Timeline GAIN GLADSTONE INVT CORP More: the full row for GLADSTONE INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 950 shares; 2022Q1: 950 shares; 2022Q2: 950 shares; 2022Q3: 950 shares; 2022Q4: 950 shares; 2023Q1: 950 shares 950 $12.6K 0.02% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $12.4K 0.02% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $11.7K 0.02% 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 243 shares; 2022Q1: 243 shares; 2022Q2: 243 shares; 2022Q3: 243 shares; 2022Q4: 188 shares; 2023Q1: 188 shares 188 $11.3K 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 154 shares; 2022Q1: 154 shares; 2022Q2: 154 shares; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 154 shares 154 $11.1K 0.02% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 270 shares; 2022Q3: 270 shares; 2022Q4: 270 shares; 2023Q1: 270 shares 270 $10.8K 0.02% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $10.8K 0.02% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128 shares 128 $10.5K 0.02% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 95 shares; 2022Q1: 95 shares; 2022Q2: 95 shares; 2022Q3: 95 shares; 2022Q4: 95 shares; 2023Q1: 95 shares 95 $10.5K 0.02% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: 105 shares; 2022Q2: 105 shares; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares 105 $10.5K 0.02% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 91 shares; 2022Q1: 91 shares; 2022Q2: 91 shares; 2022Q3: 91 shares; 2022Q4: 91 shares; 2023Q1: 91 shares 91 $10.4K 0.02% 0 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $10.4K 0.02% 0 Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,068 shares; 2022Q1: 1,068 shares; 2022Q2: 1,068 shares; 2022Q3: 1,068 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $10.2K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 225 shares; 2022Q1: 225 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares 75 $10.1K 0.01% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12 shares; 2022Q1: 15 shares; 2022Q2: 11 shares; 2022Q3: 31 shares; 2022Q4: 36 shares; 2023Q1: 48 shares 48 $9.96K 0.01% +12 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $9.72K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $9.58K 0.01% 0 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 661 shares; 2022Q1: 130 shares; 2022Q2: 130 shares; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 90 shares 90 $9.46K 0.01% -40 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $9.31K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 124 shares; 2022Q1: 124 shares; 2022Q2: 124 shares; 2022Q3: 124 shares; 2022Q4: 124 shares; 2023Q1: 124 shares 124 $9.05K 0.01% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 58 shares; 2022Q1: 58 shares; 2022Q2: 58 shares; 2022Q3: 58 shares; 2022Q4: 25 shares; 2023Q1: 25 shares 25 $8.94K 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares 25 $8.9K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,200 shares; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares 700 $8.82K 0.01% 0 Timeline LITHIUM AMERICAS CORP LITHIUM AMERICAS CORP More: the full row for LITHIUM AMERICAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $8.7K 0.01% 0 LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 572 shares; 2022Q1: 572 shares; 2022Q2: 572 shares; 2022Q3: 572 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $8.4K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 761 shares; 2022Q1: 261 shares; 2022Q2: 261 shares; 2022Q3: 261 shares; 2022Q4: 261 shares; 2023Q1: 100 shares 100 $8.27K 0.01% -161 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,300 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $8.25K 0.01% 0 Timeline KOPN KOPIN CORP More: the full row for KOPIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,200 shares; 2022Q1: 11,200 shares; 2022Q2: 11,200 shares; 2022Q3: 11,200 shares; 2022Q4: 7,500 shares; 2023Q1: 7,500 shares 7,500 $8.18K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 424 shares; 2022Q1: 424 shares; 2022Q2: 624 shares; 2022Q3: 624 shares; 2022Q4: 324 shares; 2023Q1: 149 shares 149 $8.17K 0.01% -175 Timeline AMBP ARDAGH METAL PACKAGING S A More: the full row for ARDAGH METAL PACKAGING S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,000 shares 2,000 $8.16K 0.01% new Timeline EDD MORGAN STANLEY EMERGING MKTS More: the full row for MORGAN STANLEY EMERGING MKTS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,800 shares; 2022Q1: 1,800 shares; 2022Q2: 1,800 shares; 2022Q3: 1,800 shares; 2022Q4: 1,800 shares; 2023Q1: 1,800 shares 1,800 $8.14K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 182 shares; 2022Q1: 182 shares; 2022Q2: 183 shares; 2022Q3: 184 shares; 2022Q4: 185 shares; 2023Q1: 185 shares 185 $7.59K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 853 shares; 2022Q1: 853 shares; 2022Q2: 853 shares; 2022Q3: 853 shares; 2022Q4: 853 shares; 2023Q1: 853 shares 853 $7.55K 0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 128 shares; 2022Q1: 128 shares; 2022Q2: 128 shares; 2022Q3: 128 shares; 2022Q4: 128 shares; 2023Q1: 128 shares 128 $7.46K 0.01% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55 shares; 2022Q1: 55 shares; 2022Q2: 110 shares; 2022Q3: 110 shares; 2022Q4: 110 shares; 2023Q1: 110 shares 110 $7.24K 0.01% 0 Timeline STERICYCLE INC STERICYCLE INC More: the full row for STERICYCLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 163 shares; 2022Q1: 163 shares; 2022Q2: 163 shares; 2022Q3: 163 shares; 2022Q4: 163 shares; 2023Q1: 163 shares 163 $7.11K 0.01% 0 FFTY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $7.09K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 227 shares; 2022Q2: 227 shares; 2022Q3: 227 shares; 2022Q4: 227 shares; 2023Q1: 227 shares 227 $6.99K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35 shares; 2022Q1: 35 shares; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares 35 $6.96K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 83 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $6.36K 0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 600 shares; 2022Q2: 822 shares; 2022Q3: 822 shares; 2022Q4: 122 shares; 2023Q1: 271 shares 271 $6.05K 0.01% +149 MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 69,278 shares; 2022Q1: 71,895 shares; 2022Q2: 75,684 shares; 2022Q3: 75,493 shares; 2022Q4: 47,075 shares; 2023Q1: 60 shares 60 $5.96K 0.01% -47,015 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,100 shares; 2022Q1: 16,910 shares; 2022Q2: 10,978 shares; 2022Q3: 85 shares; 2022Q4: 85 shares; 2023Q1: 85 shares 85 $5.75K 0.01% 0 Timeline SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,500 shares; 2022Q1: 6,500 shares; 2022Q2: 6,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares 1,500 $5.73K 0.01% 0 Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 286 shares; 2022Q1: 286 shares; 2022Q2: 286 shares; 2022Q3: 286 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $5.62K 0.01% 0 BGS B & G FOODS INC More: the full row for B & G FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 475 shares; 2022Q1: 475 shares; 2022Q2: 475 shares; 2022Q3: 475 shares; 2022Q4: 1,875 shares; 2023Q1: 360 shares 360 $5.59K 0.01% -1,515 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 220 shares; 2022Q1: 195 shares; 2022Q2: 195 shares; 2022Q3: 140 shares; 2022Q4: 140 shares; 2023Q1: 140 shares 140 $5.52K 0.01% 0 Timeline 2U INC 2U INC More: the full row for 2U INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $5.48K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 92 shares; 2022Q1: 92 shares; 2022Q2: 92 shares; 2022Q3: 92 shares; 2022Q4: 92 shares; 2023Q1: 92 shares 92 $5.14K 0.01% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11 shares 11 $5.08K 0.01% new Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 125 shares; 2022Q4: 60 shares; 2023Q1: 100 shares 100 $4.96K 0.01% +40 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares 50 $4.88K 0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,690 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $4.78K 0.01% 0 Timeline SICPQ SILVERGATE CAP CORP CL A (MD) More: the full row for SILVERGATE CAP CORP CL A (MD) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 500 shares; 2022Q3: not reported; 2022Q4: 2,435 shares; 2023Q1: 2,835 shares 2,835 $4.59K 0.01% +400 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $4.39K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 229 shares; 2022Q1: 229 shares; 2022Q2: 229 shares; 2022Q3: 229 shares; 2022Q4: 229 shares; 2023Q1: 229 shares 229 $4.07K 0.01% 0 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $4.03K 0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 38 shares; 2022Q1: 38 shares; 2022Q2: 38 shares; 2022Q3: 38 shares; 2022Q4: 38 shares; 2023Q1: 36 shares 36 $3.99K 0.01% -2 Timeline PERI PERION NETWORK LTD More: the full row for PERION NETWORK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 100 shares 100 $3.96K 0.01% new Timeline LIBERTY GLOBAL PLC LIBERTY GLOBAL PLC More: the full row for LIBERTY GLOBAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 356 shares; 2022Q3: 356 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $3.9K 0.01% 0 KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 99 shares; 2022Q1: 99 shares; 2022Q2: 99 shares; 2022Q3: 99 shares; 2022Q4: 99 shares; 2023Q1: 99 shares 99 $3.83K 0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 580 shares; 2022Q1: 580 shares; 2022Q2: 580 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $3.78K 0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $3.76K 0.01% 0 Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 240 shares; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 240 shares; 2022Q4: 240 shares; 2023Q1: 240 shares 240 $3.5K 0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55 shares; 2022Q1: 55 shares; 2022Q2: 55 shares; 2022Q3: 55 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $3.43K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 26 shares 26 $3.36K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares 175 $3.34K <0.01% 0 Timeline MMLP MARTIN MIDSTREAM PRTNRS L P More: the full row for MARTIN MIDSTREAM PRTNRS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares 1,200 $3.29K <0.01% 0 Timeline LBRDA LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 71 shares; 2022Q1: 71 shares; 2022Q2: 71 shares; 2022Q3: 71 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $3.29K <0.01% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 214 shares; 2022Q1: 214 shares; 2022Q2: 214 shares; 2022Q3: 214 shares; 2022Q4: 214 shares; 2023Q1: 214 shares 214 $3.23K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $2.82K <0.01% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $2.73K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares 35 $2.58K <0.01% 0 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 100 shares; 2022Q4: 60 shares; 2023Q1: 120 shares 120 $2.34K <0.01% +60 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35 shares; 2022Q1: 35 shares; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares 35 $2.33K <0.01% 0 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,825 shares; 2022Q1: 1,840 shares; 2022Q2: 1,840 shares; 2022Q3: 1,840 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $2.14K <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $2.12K <0.01% new Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 258 shares; 2022Q1: 200 shares; 2022Q2: 150 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $2.11K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 127 shares; 2022Q1: 127 shares; 2022Q2: 127 shares; 2022Q3: 127 shares; 2022Q4: 127 shares; 2023Q1: 127 shares 127 $2.09K <0.01% 0 Timeline EQUITRANS MIDSTREAM CORP NPV EQUITRANS MIDSTREAM CORP NPV More: the full row for EQUITRANS MIDSTREAM CORP NPV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 356 shares; 2022Q3: 356 shares; 2022Q4: 356 shares; 2023Q1: 356 shares 356 $2.06K <0.01% 0 INVITAE CORP INVITAE CORP More: the full row for INVITAE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,600 shares; 2022Q1: 1,800 shares; 2022Q2: 1,800 shares; 2022Q3: 1,800 shares; 2022Q4: 1,600 shares; 2023Q1: 1,450 shares 1,450 $1.96K <0.01% -150 DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 160 shares; 2022Q1: 20 shares; 2022Q2: 80 shares; 2022Q3: 15 shares; 2022Q4: 40 shares; 2023Q1: 30 shares 30 $1.91K <0.01% -10 Timeline CSI COMPRESSCO LP CSI COMPRESSCO LP More: the full row for CSI COMPRESSCO LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares 1,500 $1.84K <0.01% 0 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 472 shares; 2022Q1: 25 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares 6 $1.67K <0.01% new Timeline DSU BLACKROCK DEBT STRATEGIES FD More: the full row for BLACKROCK DEBT STRATEGIES FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 166 shares; 2022Q1: 166 shares; 2022Q2: 166 shares; 2022Q3: 166 shares; 2022Q4: 166 shares; 2023Q1: 166 shares 166 $1.58K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 132 shares; 2022Q1: 132 shares; 2022Q2: 132 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares 132 $1.57K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 621 shares; 2022Q1: 21 shares; 2022Q2: 21 shares; 2022Q3: 21 shares; 2022Q4: 21 shares; 2023Q1: 21 shares 21 $1.4K <0.01% 0 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30 shares; 2022Q1: 1 shares; 2022Q2: 1 shares; 2022Q3: 1 shares; 2022Q4: 1 shares; 2023Q1: 4 shares 4 $1.39K <0.01% +3 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,118 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares 10 $1.38K <0.01% 0 Timeline MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $1.36K <0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 366 shares; 2022Q1: 366 shares; 2022Q2: 366 shares; 2022Q3: 366 shares; 2022Q4: 366 shares; 2023Q1: 366 shares 366 $1.35K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39 shares; 2022Q1: 39 shares; 2022Q2: 39 shares; 2022Q3: 39 shares; 2022Q4: 39 shares; 2023Q1: 39 shares 39 $1.33K <0.01% 0 Timeline RANGER OIL CORPORATION CLAS… RANGER OIL CORPORATION CLASS A COM More: the full row for RANGER OIL CORPORATION CLASS A COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11 shares; 2023Q1: 31 shares 31 $1.27K <0.01% +20 OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 72 shares; 2022Q3: 72 shares; 2022Q4: 72 shares; 2023Q1: 30 shares 30 $1.23K <0.01% -42 Timeline EH EHANG HLDGS LTD More: the full row for EHANG HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares 105 $1.15K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,257 shares; 2022Q1: 397 shares; 2022Q2: 87 shares; 2022Q3: 67 shares; 2022Q4: 17 shares; 2023Q1: 17 shares 17 $1.06K <0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 454 shares; 2022Q1: 454 shares; 2022Q2: 454 shares; 2022Q3: 454 shares; 2022Q4: 454 shares; 2023Q1: 454 shares 454 $1.05K <0.01% 0 Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 194 shares; 2022Q1: 194 shares; 2022Q2: 194 shares; 2022Q3: 194 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $1.04K <0.01% 0 MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5 shares; 2022Q4: 6 shares; 2023Q1: 4 shares 4 $1.03K <0.01% -2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10 shares; 2022Q1: 10 shares; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares 10 $1.02K <0.01% 0 Timeline LIBERTY MEDIA CORP-BRAVES C LIBERTY MEDIA CORP-BRAVES C More: the full row for LIBERTY MEDIA CORP-BRAVES C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57 shares; 2022Q1: 57 shares; 2022Q2: 57 shares; 2022Q3: 57 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $1.01K <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 320 shares; 2022Q1: not reported; 2022Q2: 20 shares; 2022Q3: 5 shares; 2022Q4: 12 shares; 2023Q1: 10 shares 10 $980 <0.01% -2 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,303 shares; 2022Q1: 65 shares; 2022Q2: 5 shares; 2022Q3: 55 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $965 <0.01% 0 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares 40 $920 <0.01% new Timeline CHEMBIO DIAGNOSTICS CHEMBIO DIAGNOSTICS More: the full row for CHEMBIO DIAGNOSTICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares 2,000 $884 <0.01% 0 SRV NXG CUSHING MIDSTREAM ENERGY More: the full row for NXG CUSHING MIDSTREAM ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 56 shares; 2022Q1: 26 shares; 2022Q2: 26 shares; 2022Q3: 26 shares; 2022Q4: 26 shares; 2023Q1: 26 shares 26 $852 <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 76 shares; 2022Q1: 76 shares; 2022Q2: 76 shares; 2022Q3: 76 shares; 2022Q4: 76 shares; 2023Q1: 76 shares 76 $839 <0.01% 0 Timeline SURFACE ONCOLOGY INC SURFACE ONCOLOGY INC More: the full row for SURFACE ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares 1,200 $839 <0.01% 0 VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,873 shares; 2022Q1: 22,555 shares; 2022Q2: 14,209 shares; 2022Q3: 14,009 shares; 2022Q4: 12,893 shares; 2023Q1: 10 shares 10 $830 <0.01% -12,883 Timeline LILAK LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 186 shares; 2022Q1: 186 shares; 2022Q2: 186 shares; 2022Q3: 186 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $826 <0.01% 0 Timeline TREE LENDINGTREE INC More: the full row for LENDINGTREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30 shares; 2022Q1: 30 shares; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $800 <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $732 <0.01% 0 Timeline DIEBOLD NXDF INC DIEBOLD NXDF INC More: the full row for DIEBOLD NXDF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 597 shares; 2022Q1: 597 shares; 2022Q2: 597 shares; 2022Q3: 597 shares; 2022Q4: 597 shares; 2023Q1: 597 shares 597 $716 <0.01% 0 SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 130 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $676 <0.01% 0 Timeline TOKE CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $624 <0.01% 0 Timeline LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28 shares; 2022Q1: 28 shares; 2022Q2: 28 shares; 2022Q3: 28 shares; 2022Q4: 18 shares; 2023Q1: 18 shares 18 $622 <0.01% 0 ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $585 <0.01% 0 Timeline CHIMERA INVESTMENT CORP CHIMERA INVESTMENT CORP More: the full row for CHIMERA INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $564 <0.01% 0 HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4 shares; 2022Q4: 1 shares; 2023Q1: 1 shares 1 $485 <0.01% 0 Timeline DXD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 30 shares; 2022Q2: 120 shares; 2022Q3: 70 shares; 2022Q4: 40 shares; 2023Q1: 11 shares 11 $471 <0.01% -29 Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 310 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $438 <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 60 shares; 2022Q1: 80 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 18 shares; 2023Q1: 3 shares 3 $434 <0.01% -15 Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 132 shares; 2022Q1: 132 shares; 2022Q2: 132 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares 132 $334 <0.01% 0 POSEIDA THERAPEUTICS INC POSEIDA THERAPEUTICS INC More: the full row for POSEIDA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $308 <0.01% 0 CRON CRONOS GROUP INC More: the full row for CRONOS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 155 shares; 2022Q1: 155 shares; 2022Q2: 155 shares; 2022Q3: 155 shares; 2022Q4: 155 shares; 2023Q1: 155 shares 155 $301 <0.01% 0 Timeline LILA LIBERTY LATIN AMERICA LTD More: the full row for LIBERTY LATIN AMERICA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 61 shares; 2022Q1: 61 shares; 2022Q2: 61 shares; 2022Q3: 61 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $249 <0.01% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: 1 shares 1 $218 <0.01% -4 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 75 shares; 2022Q1: 75 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares 75 $212 <0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3 shares; 2022Q4: 2 shares; 2023Q1: 1 shares 1 $210 <0.01% -1 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $186 <0.01% 0 Timeline CHARGEPOINT HLDGS INC CHARGEPOINT HLDGS INC More: the full row for CHARGEPOINT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17 shares; 2023Q1: 17 shares 17 $175 <0.01% 0 LIBERTY TRIPADVISOR HLDGS IN LIBERTY TRIPADVISOR HLDGS IN More: the full row for LIBERTY TRIPADVISOR HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 238 shares; 2022Q1: 238 shares; 2022Q2: 238 shares; 2022Q3: 238 shares; 2022Q4: 138 shares; 2023Q1: 138 shares 138 $119 <0.01% 0 PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,100 shares; 2022Q1: 100 shares; 2022Q2: 700 shares; 2022Q3: 130 shares; 2022Q4: 61 shares; 2023Q1: 6 shares 6 $105 <0.01% -55 ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12 shares; 2022Q1: 12 shares; 2022Q2: 12 shares; 2022Q3: 12 shares; 2022Q4: 12 shares; 2023Q1: 12 shares 12 $80 <0.01% 0 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 115 shares; 2023Q1: 15 shares 15 $53 <0.01% -100 LI LI AUTO INC More: the full row for LI AUTO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 120 shares; 2022Q3: 5 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $50 <0.01% 0 Timeline ORGANIGRAM GLOBAL ORD ORGANIGRAM GLOBAL ORD More: the full row for ORGANIGRAM GLOBAL ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 225 shares; 2022Q1: 225 shares; 2022Q2: 225 shares; 2022Q3: 225 shares; 2022Q4: 225 shares; 2023Q1: 75 shares 75 $48 <0.01% -150 IDEANOMICS INC IDEANOMICS INC More: the full row for IDEANOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $32 <0.01% 0