GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 544,922 shares 544,922 $12.5M 17.97% -100 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; 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; 2023Q2: 68,211 shares 68,211 $6.39M 9.21% -440 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 62,080 shares 62,080 $6M 8.64% +45 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 26,897 shares 26,897 $5.22M 7.51% -121 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; 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; 2023Q2: 22,394 shares 22,394 $4.01M 5.78% -20 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 34,967 shares 34,967 $3.6M 5.18% +25 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 31,070 shares 31,070 $3.58M 5.16% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 18,659 shares 18,659 $1.74M 2.51% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 23,402 shares 23,402 $1.74M 2.5% -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; 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; 2023Q2: 6,248 shares 6,248 $1.11M 1.6% +35 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; 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; 2023Q2: 8,085 shares 8,085 $1.07M 1.55% -105 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; 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; 2023Q2: 272,479 shares 272,479 $981K 1.41% +1,100 Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 775,077 shares 775,077 $884K 1.27% +188,692 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; 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; 2023Q2: 28,710 shares 28,710 $845K 1.22% 0 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; 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; 2023Q2: 62,205 shares 62,205 $707K 1.02% +64 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 7,740 shares 7,740 $628K 0.9% -200 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; 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; 2023Q2: 13,250 shares 13,250 $623K 0.9% 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; 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; 2023Q2: 4,620 shares 4,620 $622K 0.9% +100 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; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 12,500 shares; 2023Q1: 12,500 shares; 2023Q2: 12,500 shares 12,500 $540K 0.78% 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; 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; 2023Q2: 4,964 shares 4,964 $530K 0.76% 0 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; 2021Q3: restricted; 2021Q4: 158 shares; 2022Q1: 139 shares; 2022Q2: 2,738 shares; 2022Q3: 2,720 shares; 2022Q4: 4,839 shares; 2023Q1: 4,199 shares; 2023Q2: 3,984 shares 3,984 $519K 0.75% -215 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; 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; 2023Q2: 1,080 shares 1,080 $506K 0.73% -200 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; 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; 2023Q2: 5,942 shares 5,942 $494K 0.71% 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; 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; 2023Q2: 6,336 shares 6,336 $470K 0.68% 0 Timeline CERS CERUS CORP More: the full row for CERUS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 182,735 shares 182,735 $450K 0.65% +62,025 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; 2021Q3: restricted; 2021Q4: 10 shares; 2022Q1: 10 shares; 2022Q2: 5 shares; 2022Q3: 10 shares; 2022Q4: 2,955 shares; 2023Q1: 6,441 shares; 2023Q2: 8,691 shares 8,691 $420K 0.6% +2,250 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 3,516 shares 3,516 $366K 0.53% +4 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; 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; 2023Q2: 3,016 shares 3,016 $348K 0.5% -52 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; 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; 2023Q2: 5,437 shares 5,437 $348K 0.5% +6 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 2,080 shares 2,080 $344K 0.5% -2 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 980 shares 980 $334K 0.48% +5 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; 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; 2023Q2: 20,267 shares 20,267 $323K 0.47% +2,000 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; 2021Q3: restricted; 2021Q4: 1,382 shares; 2022Q1: 1,016 shares; 2022Q2: 644 shares; 2022Q3: 570 shares; 2022Q4: 566 shares; 2023Q1: 641 shares; 2023Q2: 641 shares 641 $308K 0.44% 0 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; 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; 2023Q2: 44,400 shares 44,400 $305K 0.44% +4,100 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 1,345 shares 1,345 $299K 0.43% +200 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 3,446 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,521 shares; 2022Q4: 2,288 shares; 2023Q1: 2,288 shares; 2023Q2: 2,588 shares 2,588 $254K 0.37% +300 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 159 shares; 2022Q1: 158 shares; 2022Q2: 131 shares; 2022Q3: 2,220 shares; 2022Q4: 2,180 shares; 2023Q1: 2,030 shares; 2023Q2: 2,030 shares 2,030 $246K 0.35% 0 Timeline 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,925 shares; 2023Q2: 33,025 shares 33,025 $245K 0.35% +10,100 IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 10,943 shares 10,943 $242K 0.35% 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; 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; 2023Q2: 13,868 shares 13,868 $239K 0.34% +1,200 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; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 850 shares; 2022Q2: 1,150 shares; 2022Q3: 2,150 shares; 2022Q4: 3,350 shares; 2023Q1: 10,850 shares; 2023Q2: 16,850 shares 16,850 $234K 0.34% +6,000 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; 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; 2023Q2: 18,105 shares 18,105 $230K 0.33% +500 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; 2021Q3: restricted; 2021Q4: 369 shares; 2022Q1: 369 shares; 2022Q2: 310 shares; 2022Q3: 310 shares; 2022Q4: 310 shares; 2023Q1: 310 shares; 2023Q2: 990 shares 990 $205K 0.3% +680 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; 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; 2023Q2: 2,361 shares 2,361 $182K 0.26% -172 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; 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; 2023Q2: 4,662 shares 4,662 $173K 0.25% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 1,289 shares; 2022Q1: 1,239 shares; 2022Q2: 857 shares; 2022Q3: 857 shares; 2022Q4: 858 shares; 2023Q1: 658 shares; 2023Q2: 658 shares 658 $156K 0.23% 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; 2021Q3: restricted; 2021Q4: 424 shares; 2022Q1: 424 shares; 2022Q2: 624 shares; 2022Q3: 624 shares; 2022Q4: 324 shares; 2023Q1: 149 shares; 2023Q2: 2,854 shares 2,854 $152K 0.22% +2,705 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; 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; 2023Q2: 3,337 shares 3,337 $147K 0.21% -11 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; 2021Q3: restricted; 2021Q4: 182 shares; 2022Q1: 182 shares; 2022Q2: 183 shares; 2022Q3: 184 shares; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 3,586 shares 3,586 $143K 0.21% +3,401 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; 2021Q3: restricted; 2021Q4: 1,895 shares; 2022Q1: 1,849 shares; 2022Q2: 1,649 shares; 2022Q3: 820 shares; 2022Q4: 820 shares; 2023Q1: 940 shares; 2023Q2: 940 shares 940 $143K 0.21% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 530 shares; 2022Q1: 530 shares; 2022Q2: 278 shares; 2022Q3: 278 shares; 2022Q4: 278 shares; 2023Q1: 308 shares; 2023Q2: 308 shares 308 $142K 0.2% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 4,975 shares; 2022Q1: 1,280 shares; 2022Q2: 1,230 shares; 2022Q3: 1,230 shares; 2022Q4: 950 shares; 2023Q1: 900 shares; 2023Q2: 899 shares 899 $141K 0.2% -1 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; 2021Q3: restricted; 2021Q4: 425 shares; 2022Q1: 425 shares; 2022Q2: 425 shares; 2022Q3: 425 shares; 2022Q4: 420 shares; 2023Q1: 420 shares; 2023Q2: 405 shares 405 $138K 0.2% -15 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; 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; 2023Q2: 3,045 shares 3,045 $138K 0.2% -96 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,210 shares; 2023Q2: 2,410 shares 2,410 $133K 0.19% -1,800 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 622 shares; 2022Q1: 622 shares; 2022Q2: 622 shares; 2022Q3: 617 shares; 2022Q4: 678 shares; 2023Q1: 529 shares; 2023Q2: 530 shares 530 $112K 0.16% +1 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 375 shares; 2022Q1: 375 shares; 2022Q2: 375 shares; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares 375 $112K 0.16% 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; 2021Q3: restricted; 2021Q4: 920 shares; 2022Q1: 535 shares; 2022Q2: 435 shares; 2022Q3: 360 shares; 2022Q4: 355 shares; 2023Q1: 355 shares; 2023Q2: 355 shares 355 $110K 0.16% 0 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; 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; 2023Q2: 1,750 shares 1,750 $105K 0.15% 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; 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; 2023Q2: 2,524 shares 2,524 $105K 0.15% +1 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 950 shares 950 $104K 0.15% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 585 shares; 2022Q1: 510 shares; 2022Q2: 510 shares; 2022Q3: 335 shares; 2022Q4: 335 shares; 2023Q1: 335 shares; 2023Q2: 335 shares 335 $102K 0.15% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 2,742 shares 2,742 $101K 0.14% +4 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 1,684 shares; 2022Q3: 1,684 shares; 2022Q4: 1,684 shares; 2023Q1: 1,679 shares; 2023Q2: 1,679 shares 1,679 $99.1K 0.14% 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; 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; 2023Q2: 679 shares 679 $98.8K 0.14% -66 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; 2021Q3: restricted; 2021Q4: 1,400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $90.3K 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; 2021Q3: restricted; 2021Q4: 740 shares; 2022Q1: 740 shares; 2022Q2: 690 shares; 2022Q3: 690 shares; 2022Q4: 690 shares; 2023Q1: 990 shares; 2023Q2: 990 shares 990 $89.5K 0.13% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 819 shares; 2022Q1: 819 shares; 2022Q2: 819 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares 800 $88.6K 0.13% 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; 2021Q3: restricted; 2021Q4: 575 shares; 2022Q1: 550 shares; 2022Q2: 550 shares; 2022Q3: 550 shares; 2022Q4: 425 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $87.9K 0.13% 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; 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; 2023Q2: 1,500 shares 1,500 $87.3K 0.13% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 995 shares; 2022Q1: 995 shares; 2022Q2: 995 shares; 2022Q3: 995 shares; 2022Q4: 885 shares; 2023Q1: 885 shares; 2023Q2: 885 shares 885 $86.4K 0.12% 0 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; 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; 2023Q2: 4,415 shares 4,415 $85.6K 0.12% 0 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; 2021Q3: restricted; 2021Q4: 2,180 shares; 2022Q1: 760 shares; 2022Q2: 760 shares; 2022Q3: 793 shares; 2022Q4: 793 shares; 2023Q1: 793 shares; 2023Q2: 793 shares 793 $85K 0.12% 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; 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; 2023Q2: 1,366 shares 1,366 $80.3K 0.12% -34 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 1,100 shares; 2022Q1: 1,100 shares; 2022Q2: 1,100 shares; 2022Q3: 535 shares; 2022Q4: 872 shares; 2023Q1: 872 shares; 2023Q2: 815 shares 815 $79.7K 0.11% -57 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; 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; 2023Q2: 2,550 shares 2,550 $76.8K 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; 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; 2023Q2: 3,500 shares 3,500 $73.1K 0.11% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 175 shares; 2022Q1: 175 shares; 2022Q2: 175 shares; 2022Q3: 177 shares; 2022Q4: 182 shares; 2023Q1: 175 shares; 2023Q2: 175 shares 175 $70.9K 0.1% 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; 2021Q3: restricted; 2021Q4: 1,417 shares; 2022Q1: 892 shares; 2022Q2: 892 shares; 2022Q3: 892 shares; 2022Q4: 792 shares; 2023Q1: 792 shares; 2023Q2: 792 shares 792 $70.7K 0.1% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $68.3K 0.1% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 1,300 shares 1,300 $67.3K 0.1% 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; 2021Q3: restricted; 2021Q4: 49 shares; 2022Q1: 46 shares; 2022Q2: 46 shares; 2022Q3: 820 shares; 2022Q4: 820 shares; 2023Q1: 560 shares; 2023Q2: 560 shares 560 $67K 0.1% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 325 shares; 2023Q2: 300 shares 300 $64.5K 0.09% -25 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 505 shares; 2022Q1: 505 shares; 2022Q2: 450 shares; 2022Q3: 450 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $63.4K 0.09% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 833 shares; 2022Q1: 833 shares; 2022Q2: 797 shares; 2022Q3: 687 shares; 2022Q4: 687 shares; 2023Q1: 1,087 shares; 2023Q2: 1,687 shares 1,687 $62.7K 0.09% +600 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; 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; 2023Q2: 2,466 shares 2,466 $62.4K 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; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 300 shares; 2023Q1: 800 shares; 2023Q2: 900 shares 900 $62.2K 0.09% +100 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; 2021Q3: restricted; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares; 2022Q3: 875 shares; 2022Q4: 782 shares; 2023Q1: 782 shares; 2023Q2: 782 shares 782 $59.1K 0.09% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares 500 $58.6K 0.08% new Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 720 shares; 2022Q1: 720 shares; 2022Q2: 720 shares; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 635 shares; 2023Q2: 635 shares 635 $57K 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; 2021Q3: restricted; 2021Q4: 1,050 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $56.7K 0.08% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,700 shares; 2023Q2: 4,700 shares 4,700 $56K 0.08% 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; 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; 2023Q2: 4,340 shares 4,340 $55.6K 0.08% +1,500 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; 2021Q3: restricted; 2021Q4: 180 shares; 2022Q1: 180 shares; 2022Q2: 180 shares; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares 180 $53.9K 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; 2021Q3: restricted; 2021Q4: 723 shares; 2022Q1: 725 shares; 2022Q2: 728 shares; 2022Q3: 730 shares; 2022Q4: 733 shares; 2023Q1: 735 shares; 2023Q2: 738 shares 738 $53.8K 0.08% +3 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 760 shares; 2022Q1: 760 shares; 2022Q2: 760 shares; 2022Q3: 760 shares; 2022Q4: 760 shares; 2023Q1: 760 shares; 2023Q2: 760 shares 760 $53.4K 0.08% 0 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; 2021Q3: restricted; 2021Q4: 420 shares; 2022Q1: 520 shares; 2022Q2: 530 shares; 2022Q3: 535 shares; 2022Q4: 535 shares; 2023Q1: 755 shares; 2023Q2: 770 shares 770 $51.4K 0.07% +15 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 485 shares; 2022Q1: 485 shares; 2022Q2: 485 shares; 2022Q3: 485 shares; 2022Q4: 485 shares; 2023Q1: 485 shares; 2023Q2: 485 shares 485 $50.3K 0.07% 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; 2021Q3: restricted; 2021Q4: 534 shares; 2022Q1: 534 shares; 2022Q2: 534 shares; 2022Q3: 534 shares; 2022Q4: 534 shares; 2023Q1: 534 shares; 2023Q2: 534 shares 534 $50.1K 0.07% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,400 shares; 2023Q2: 1,400 shares 1,400 $49.9K 0.07% 0 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; 2021Q3: restricted; 2021Q4: 349 shares; 2022Q1: 349 shares; 2022Q2: 349 shares; 2022Q3: 349 shares; 2022Q4: 349 shares; 2023Q1: 349 shares; 2023Q2: 349 shares 349 $49.9K 0.07% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 1,476 shares 1,476 $49.5K 0.07% +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; 2021Q3: restricted; 2021Q4: 689 shares; 2022Q1: 689 shares; 2022Q2: 689 shares; 2022Q3: 689 shares; 2022Q4: 689 shares; 2023Q1: 689 shares; 2023Q2: 689 shares 689 $49.2K 0.07% 0 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; 2021Q3: restricted; 2021Q4: 189 shares; 2022Q1: 189 shares; 2022Q2: 189 shares; 2022Q3: 179 shares; 2022Q4: 179 shares; 2023Q1: 179 shares; 2023Q2: 179 shares 179 $48.2K 0.07% 0 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; 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; 2023Q2: 4,200 shares 4,200 $48K 0.07% 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; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares 150 $46.3K 0.07% 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; 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; 2023Q2: 3,708 shares 3,708 $46.2K 0.07% +62 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,610 shares; 2022Q3: 6,610 shares; 2022Q4: 3,568 shares; 2023Q1: 3,447 shares; 2023Q2: 3,406 shares 3,406 $42.7K 0.06% -41 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 800 shares; 2022Q2: 1,100 shares; 2022Q3: 1,100 shares; 2022Q4: 700 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares 1,000 $42.7K 0.06% 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,600 shares; 2022Q4: 3,600 shares; 2023Q1: 3,750 shares; 2023Q2: 4,015 shares 4,015 $42.4K 0.06% +265 GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 390 shares; 2022Q1: 390 shares; 2022Q2: 384 shares; 2022Q3: 384 shares; 2022Q4: 384 shares; 2023Q1: 384 shares; 2023Q2: 384 shares 384 $42.2K 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; 2021Q3: restricted; 2021Q4: 237 shares; 2022Q1: 237 shares; 2022Q2: 237 shares; 2022Q3: 237 shares; 2022Q4: 223 shares; 2023Q1: 203 shares; 2023Q2: 203 shares 203 $42.1K 0.06% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 9,979 shares; 2022Q1: 979 shares; 2022Q2: 479 shares; 2022Q3: 479 shares; 2022Q4: 479 shares; 2023Q1: 1,461 shares; 2023Q2: 1,461 shares 1,461 $41.9K 0.06% 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $40.2K 0.06% 0 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; 2021Q3: restricted; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares; 2022Q3: 450 shares; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares 450 $39.3K 0.06% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 170 shares; 2022Q1: 155 shares; 2022Q2: 155 shares; 2022Q3: 155 shares; 2022Q4: 155 shares; 2023Q1: 155 shares; 2023Q2: 155 shares 155 $38.4K 0.06% 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; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares 150 $37.5K 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; 2021Q3: restricted; 2021Q4: 748 shares; 2022Q1: 748 shares; 2022Q2: 748 shares; 2022Q3: 748 shares; 2022Q4: 748 shares; 2023Q1: 748 shares; 2023Q2: 748 shares 748 $37.2K 0.05% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 375 shares; 2022Q1: 375 shares; 2022Q2: 375 shares; 2022Q3: 375 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares 375 $37.1K 0.05% 0 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; 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; 2023Q2: 1,383 shares 1,383 $36.4K 0.05% -2,050 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; 2021Q3: restricted; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 570 shares; 2022Q4: 570 shares; 2023Q1: 570 shares; 2023Q2: 570 shares 570 $35.8K 0.05% 0 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; 2021Q3: restricted; 2021Q4: 2,593 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,083 shares; 2022Q4: 2,083 shares; 2023Q1: 2,083 shares; 2023Q2: 2,083 shares 2,083 $33.3K 0.05% 0 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; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares 125 $33K 0.05% 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares 500 $32.7K 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; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 175 shares; 2023Q2: 175 shares 175 $32.4K 0.05% 0 Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,700 shares; 2023Q2: 1,400 shares 1,400 $32.3K 0.05% -300 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 912 shares; 2022Q1: 912 shares; 2022Q2: 912 shares; 2022Q3: 912 shares; 2022Q4: 912 shares; 2023Q1: 912 shares; 2023Q2: 912 shares 912 $32.2K 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; 2021Q3: restricted; 2021Q4: 1,031 shares; 2022Q1: 825 shares; 2022Q2: 625 shares; 2022Q3: 525 shares; 2022Q4: 525 shares; 2023Q1: 1,049 shares; 2023Q2: 1,049 shares 1,049 $31.8K 0.05% 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; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $31.3K 0.05% 0 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; 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; 2023Q2: 3,302 shares 3,302 $30.9K 0.04% +9 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 900 shares; 2022Q2: 900 shares; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares 900 $30.7K 0.04% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $30.1K 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; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $29.5K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,684 shares; 2023Q1: 1,283 shares; 2023Q2: 1,283 shares 1,283 $29.1K 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; 2021Q3: restricted; 2021Q4: 325 shares; 2022Q1: 325 shares; 2022Q2: 325 shares; 2022Q3: 325 shares; 2022Q4: 325 shares; 2023Q1: 325 shares; 2023Q2: 325 shares 325 $28.9K 0.04% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 303 shares; 2022Q1: 304 shares; 2022Q2: 305 shares; 2022Q3: 306 shares; 2022Q4: 297 shares; 2023Q1: 273 shares; 2023Q2: 274 shares 274 $28.6K 0.04% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 190 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 115 shares; 2023Q1: 115 shares; 2023Q2: 115 shares 115 $28.3K 0.04% 0 Timeline 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; 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; 2023Q2: 2,000 shares 2,000 $28K 0.04% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 275 shares; 2022Q4: 275 shares; 2023Q1: 275 shares; 2023Q2: 275 shares 275 $27.7K 0.04% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 175 shares; 2022Q1: 175 shares; 2022Q2: 175 shares; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $26.1K 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $25.2K 0.04% 0 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; 2021Q3: restricted; 2021Q4: 2,130 shares; 2022Q1: 830 shares; 2022Q2: 840 shares; 2022Q3: 840 shares; 2022Q4: 830 shares; 2023Q1: 830 shares; 2023Q2: 530 shares 530 $25.2K 0.04% -300 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; 2021Q3: restricted; 2021Q4: 550 shares; 2022Q1: 550 shares; 2022Q2: 550 shares; 2022Q3: 550 shares; 2022Q4: 550 shares; 2023Q1: 550 shares; 2023Q2: 550 shares 550 $25.2K 0.04% 0 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; 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; 2023Q2: 1,600 shares 1,600 $24.5K 0.04% -3,150 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 380 shares; 2022Q4: 380 shares; 2023Q1: 380 shares; 2023Q2: 380 shares 380 $24.5K 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 201 shares; 2022Q4: 201 shares; 2023Q1: 168 shares; 2023Q2: 168 shares 168 $24.4K 0.04% 0 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 500 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $24K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 1,319 shares; 2022Q1: 19 shares; 2022Q2: 19 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares 200 $23.8K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 51 shares; 2023Q2: 51 shares 51 $22.7K 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; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $22.7K 0.03% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 906 shares 906 $22.6K 0.03% new IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 428 shares; 2022Q1: 428 shares; 2022Q2: 354 shares; 2022Q3: 354 shares; 2022Q4: 354 shares; 2023Q1: 354 shares; 2023Q2: 274 shares 274 $22.4K 0.03% -80 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 982 shares; 2022Q1: 982 shares; 2022Q2: 982 shares; 2022Q3: 982 shares; 2022Q4: 982 shares; 2023Q1: 982 shares; 2023Q2: 982 shares 982 $22.1K 0.03% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 20 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $22.1K 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; 2021Q3: restricted; 2021Q4: 1,190 shares; 2022Q1: 1,190 shares; 2022Q2: 1,640 shares; 2022Q3: 390 shares; 2022Q4: 390 shares; 2023Q1: 390 shares; 2023Q2: 390 shares 390 $21.9K 0.03% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 151 shares; 2023Q2: 151 shares 151 $21.6K 0.03% 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; 2021Q3: restricted; 2021Q4: 440 shares; 2022Q1: 440 shares; 2022Q2: 440 shares; 2022Q3: 440 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $21.3K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 701 shares; 2022Q1: 701 shares; 2022Q2: 701 shares; 2022Q3: 701 shares; 2022Q4: 1,251 shares; 2023Q1: 771 shares; 2023Q2: 631 shares 631 $21.1K 0.03% -140 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; 2021Q3: restricted; 2021Q4: 240 shares; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 240 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $20.5K 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 270 shares; 2022Q3: 270 shares; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares 270 $20K 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; 2021Q3: restricted; 2021Q4: 394 shares; 2022Q1: 394 shares; 2022Q2: 394 shares; 2022Q3: 394 shares; 2022Q4: 394 shares; 2023Q1: 394 shares; 2023Q2: 394 shares 394 $19.8K 0.03% 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; 2021Q3: restricted; 2021Q4: 3,065 shares; 2022Q1: 1,790 shares; 2022Q2: 1,505 shares; 2022Q3: 750 shares; 2022Q4: 650 shares; 2023Q1: 725 shares; 2023Q2: 125 shares 125 $19.6K 0.03% -600 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 1,055 shares 1,055 $19.4K 0.03% +7 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $19.4K 0.03% 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 1,800 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,000 shares; 2023Q2: 1,300 shares 1,300 $19.2K 0.03% -700 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; 2021Q3: restricted; 2021Q4: 943 shares; 2022Q1: 675 shares; 2022Q2: 300 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $19.1K 0.03% 0 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; 2021Q3: restricted; 2021Q4: 864 shares; 2022Q1: 864 shares; 2022Q2: 864 shares; 2022Q3: 864 shares; 2022Q4: 864 shares; 2023Q1: 864 shares; 2023Q2: 864 shares 864 $19.1K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $19.1K 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; 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; 2023Q2: 1,338 shares 1,338 $18.9K 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; 2021Q3: restricted; 2021Q4: 660 shares; 2022Q1: 660 shares; 2022Q2: 660 shares; 2022Q3: 660 shares; 2022Q4: 660 shares; 2023Q1: 660 shares; 2023Q2: 660 shares 660 $18.8K 0.03% 0 FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $18.7K 0.03% 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; 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; 2023Q2: 2,500 shares 2,500 $18.4K 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; 2021Q3: restricted; 2021Q4: 524 shares; 2022Q1: 524 shares; 2022Q2: 524 shares; 2022Q3: 524 shares; 2022Q4: 524 shares; 2023Q1: 524 shares; 2023Q2: 524 shares 524 $18.3K 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; 2021Q3: restricted; 2021Q4: 960 shares; 2022Q1: 450 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $18.1K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $18.1K 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; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $17.9K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 450 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 200 shares 200 $17.6K 0.03% -50 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; 2021Q3: restricted; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares 350 $17.6K 0.03% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $17.6K 0.03% 0 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; 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; 2023Q2: 1,975 shares 1,975 $17.2K 0.02% 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; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 600 shares; 2022Q2: 822 shares; 2022Q3: 822 shares; 2022Q4: 122 shares; 2023Q1: 271 shares; 2023Q2: 1,071 shares 1,071 $17K 0.02% +800 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $16.7K 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; 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; 2023Q2: 1,100 shares 1,100 $16.7K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4 shares; 2022Q4: 404 shares; 2023Q1: 405 shares; 2023Q2: 405 shares 405 $16.5K 0.02% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 275 shares 275 $16.4K 0.02% -125 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; 2021Q3: restricted; 2021Q4: 1,865 shares; 2022Q1: 592 shares; 2022Q2: 564 shares; 2022Q3: 364 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $16.2K 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; 2021Q3: restricted; 2021Q4: 340 shares; 2022Q1: 340 shares; 2022Q2: 340 shares; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares; 2023Q2: 340 shares 340 $16.2K 0.02% 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; 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; 2023Q2: 7,500 shares 7,500 $16.1K 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; 2021Q3: restricted; 2021Q4: 357 shares; 2022Q1: 357 shares; 2022Q2: 357 shares; 2022Q3: 357 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $16K 0.02% 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $15.9K 0.02% 0 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; 2021Q3: restricted; 2021Q4: 404 shares; 2022Q1: 404 shares; 2022Q2: 304 shares; 2022Q3: 304 shares; 2022Q4: 304 shares; 2023Q1: 304 shares; 2023Q2: 304 shares 304 $15.8K 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; 2021Q3: restricted; 2021Q4: 511 shares; 2022Q1: 511 shares; 2022Q2: 511 shares; 2022Q3: 511 shares; 2022Q4: 511 shares; 2023Q1: 511 shares; 2023Q2: 511 shares 511 $15.3K 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; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: 105 shares; 2022Q2: 105 shares; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares 105 $15K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares 800 $14.7K 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; 2021Q3: restricted; 2021Q4: 550 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $14.6K 0.02% 0 Timeline ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5,377 shares 5,377 $14.5K 0.02% new 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; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $14.3K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,900 shares; 2022Q3: 1,200 shares; 2022Q4: 1,600 shares; 2023Q1: 575 shares; 2023Q2: 615 shares 615 $14K 0.02% +40 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $13.5K 0.02% 0 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 126 shares; 2022Q1: 126 shares; 2022Q2: 126 shares; 2022Q3: 126 shares; 2022Q4: 126 shares; 2023Q1: 126 shares; 2023Q2: 126 shares 126 $13.5K 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; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares 50 $13.3K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $13.2K 0.02% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares; 2023Q2: 500 shares 500 $13.2K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 219 shares; 2023Q1: 219 shares; 2023Q2: 219 shares 219 $12.8K 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; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $12.6K 0.02% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 674 shares 674 $12.5K 0.02% new 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; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares 600 $11.8K 0.02% 0 Timeline 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 240 shares; 2022Q3: 450 shares; 2022Q4: 13,070 shares; 2023Q1: 14,788 shares; 2023Q2: 838 shares 838 $11.6K 0.02% -13,950 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; 2021Q3: restricted; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares 150 $11.5K 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $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; 2021Q3: restricted; 2021Q4: 154 shares; 2022Q1: 154 shares; 2022Q2: 154 shares; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 154 shares; 2023Q2: 154 shares 154 $11K 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; 2021Q3: restricted; 2021Q4: 243 shares; 2022Q1: 243 shares; 2022Q2: 243 shares; 2022Q3: 243 shares; 2022Q4: 188 shares; 2023Q1: 188 shares; 2023Q2: 188 shares 188 $10.8K 0.02% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares 25 $10.7K 0.02% 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; 2021Q3: restricted; 2021Q4: 1,200 shares; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares 700 $10.6K 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; 2021Q3: restricted; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 270 shares; 2022Q3: 270 shares; 2022Q4: 270 shares; 2023Q1: 270 shares; 2023Q2: 270 shares 270 $10.5K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128 shares; 2023Q2: 128 shares 128 $10.4K 0.01% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 225 shares; 2022Q1: 225 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares 75 $10.4K 0.01% 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; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: 105 shares; 2022Q2: 105 shares; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares 105 $10.3K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 95 shares; 2022Q1: 95 shares; 2022Q2: 95 shares; 2022Q3: 95 shares; 2022Q4: 95 shares; 2023Q1: 95 shares; 2023Q2: 95 shares 95 $10.2K 0.01% 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; 2021Q3: restricted; 2021Q4: 91 shares; 2022Q1: 91 shares; 2022Q2: 91 shares; 2022Q3: 91 shares; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares 91 $10.1K 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; 2021Q3: restricted; 2021Q4: 572 shares; 2022Q1: 572 shares; 2022Q2: 572 shares; 2022Q3: 572 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $9.82K 0.01% 0 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 12 shares; 2022Q1: 15 shares; 2022Q2: 11 shares; 2022Q3: 31 shares; 2022Q4: 36 shares; 2023Q1: 48 shares; 2023Q2: 36 shares 36 $9.42K 0.01% -12 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; 2021Q3: restricted; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $9.21K 0.01% 0 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $9.2K 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; 2021Q3: restricted; 2021Q4: 58 shares; 2022Q1: 58 shares; 2022Q2: 58 shares; 2022Q3: 58 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares 25 $9.18K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 661 shares; 2022Q1: 130 shares; 2022Q2: 130 shares; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 90 shares; 2023Q2: 90 shares 90 $9.01K 0.01% 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; 2021Q3: restricted; 2021Q4: 1,068 shares; 2022Q1: 1,068 shares; 2022Q2: 1,068 shares; 2022Q3: 1,068 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares 500 $8.88K 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; 2021Q3: restricted; 2021Q4: 761 shares; 2022Q1: 261 shares; 2022Q2: 261 shares; 2022Q3: 261 shares; 2022Q4: 261 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $8.82K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 3,300 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares 50 $8.71K 0.01% 0 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; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $8.67K 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; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 500 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $8.08K 0.01% 0 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; 2021Q3: restricted; 2021Q4: 35 shares; 2022Q1: 35 shares; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares 35 $7.87K 0.01% 0 Timeline 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; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $7.67K 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; 2021Q3: restricted; 2021Q4: 163 shares; 2022Q1: 163 shares; 2022Q2: 163 shares; 2022Q3: 163 shares; 2022Q4: 163 shares; 2023Q1: 163 shares; 2023Q2: 163 shares 163 $7.57K 0.01% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares 2,000 $7.52K 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 227 shares; 2022Q2: 227 shares; 2022Q3: 227 shares; 2022Q4: 227 shares; 2023Q1: 227 shares; 2023Q2: 227 shares 227 $7.12K 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; 2021Q3: restricted; 2021Q4: 55 shares; 2022Q1: 55 shares; 2022Q2: 110 shares; 2022Q3: 110 shares; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares 110 $7.04K 0.01% 0 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; 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; 2023Q2: 1,500 shares 1,500 $7.04K 0.01% -300 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; 2021Q3: restricted; 2021Q4: 286 shares; 2022Q1: 286 shares; 2022Q2: 286 shares; 2022Q3: 286 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $6.56K 0.01% 0 DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 128 shares; 2022Q1: 128 shares; 2022Q2: 128 shares; 2022Q3: 128 shares; 2022Q4: 128 shares; 2023Q1: 128 shares; 2023Q2: 128 shares 128 $6.54K 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; 2021Q3: restricted; 2021Q4: 853 shares; 2022Q1: 853 shares; 2022Q2: 853 shares; 2022Q3: 853 shares; 2022Q4: 853 shares; 2023Q1: 853 shares; 2023Q2: 853 shares 853 $6.42K 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; 2021Q3: restricted; 2021Q4: 83 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares 50 $6.3K 0.01% 0 Timeline 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; 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; 2023Q2: 60 shares 60 $5.99K 0.01% 0 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 17,100 shares; 2022Q1: 16,910 shares; 2022Q2: 10,978 shares; 2022Q3: 85 shares; 2022Q4: 85 shares; 2023Q1: 85 shares; 2023Q2: 85 shares 85 $5.56K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 220 shares; 2022Q1: 195 shares; 2022Q2: 195 shares; 2022Q3: 140 shares; 2022Q4: 140 shares; 2023Q1: 140 shares; 2023Q2: 140 shares 140 $5.54K 0.01% 0 Timeline 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; 2021Q3: restricted; 2021Q4: 475 shares; 2022Q1: 475 shares; 2022Q2: 475 shares; 2022Q3: 475 shares; 2022Q4: 1,875 shares; 2023Q1: 360 shares; 2023Q2: 360 shares 360 $5.01K 0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 3,690 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $4.74K 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; 2021Q3: restricted; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares 50 $4.69K 0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 2,400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 500 shares; 2023Q1: 300 shares; 2023Q2: 100 shares 100 $4.6K 0.01% -200 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; 2021Q3: restricted; 2021Q4: 214 shares; 2022Q1: 214 shares; 2022Q2: 214 shares; 2022Q3: 214 shares; 2022Q4: 214 shares; 2023Q1: 214 shares; 2023Q2: 214 shares 214 $4.38K 0.01% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 472 shares; 2022Q1: 25 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares; 2023Q2: 10 shares 10 $4.23K 0.01% +4 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; 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; 2023Q2: 1,500 shares 1,500 $4.23K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $4.02K 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; 2021Q3: restricted; 2021Q4: 38 shares; 2022Q1: 38 shares; 2022Q2: 38 shares; 2022Q3: 38 shares; 2022Q4: 38 shares; 2023Q1: 36 shares; 2023Q2: 36 shares 36 $3.92K 0.01% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8 shares 8 $3.91K 0.01% new Timeline HLIT HARMONIC INC More: the full row for HARMONIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 240 shares; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 240 shares; 2022Q4: 240 shares; 2023Q1: 240 shares; 2023Q2: 240 shares 240 $3.88K 0.01% 0 Timeline QLD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 125 shares; 2022Q4: 60 shares; 2023Q1: 100 shares; 2023Q2: 60 shares 60 $3.86K 0.01% -40 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 26 shares; 2023Q2: 26 shares 26 $3.79K 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; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares 40 $3.67K 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; 2021Q3: restricted; 2021Q4: 580 shares; 2022Q1: 580 shares; 2022Q2: 580 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $3.6K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 99 shares; 2022Q1: 99 shares; 2022Q2: 99 shares; 2022Q3: 99 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares 99 $3.52K 0.01% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: 175 shares 175 $3.5K 0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20 shares 20 $3.48K 0.01% new 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; 2021Q3: restricted; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 356 shares; 2022Q3: 356 shares; 2022Q4: 356 shares; 2023Q1: 356 shares; 2023Q2: 356 shares 356 $3.4K <0.01% 0 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; 2021Q3: restricted; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 356 shares; 2022Q3: 356 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $3.37K <0.01% 0 XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 55 shares; 2022Q1: 55 shares; 2022Q2: 55 shares; 2022Q3: 55 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares 50 $3.33K <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; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares 40 $3.28K <0.01% 0 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 170 shares 170 $3.24K <0.01% new 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; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares 800 $3.22K <0.01% 0 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; 2021Q3: restricted; 2021Q4: 71 shares; 2022Q1: 71 shares; 2022Q2: 71 shares; 2022Q3: 71 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares 40 $3.19K <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; 2021Q3: restricted; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $2.88K <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; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares 400 $2.64K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25 shares 25 $2.59K <0.01% new 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; 2021Q3: restricted; 2021Q4: 229 shares; 2022Q1: 229 shares; 2022Q2: 229 shares; 2022Q3: 229 shares; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares 229 $2.58K <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; 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; 2023Q2: 1,200 shares 1,200 $2.58K <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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares 35 $2.38K <0.01% 0 Timeline UCO PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 20 shares; 2022Q1: 35 shares; 2022Q2: 100 shares; 2022Q3: 120 shares; 2022Q4: 100 shares; 2023Q1: not reported; 2023Q2: 100 shares 100 $2.37K <0.01% new 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares; 2023Q2: 8 shares 8 $2.3K <0.01% -2 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 35 shares; 2022Q1: 35 shares; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 35 shares 35 $2.23K <0.01% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares 1 $2.14K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 12,825 shares; 2022Q1: 1,840 shares; 2022Q2: 1,840 shares; 2022Q3: 1,840 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares 40 $2.1K <0.01% 0 Timeline TGLS TECNOGLASS INC More: the full row for TECNOGLASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 40 shares 40 $2.07K <0.01% new 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; 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; 2023Q2: 1,500 shares 1,500 $1.89K <0.01% 0 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; 2021Q3: restricted; 2021Q4: 132 shares; 2022Q1: 132 shares; 2022Q2: 132 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares; 2023Q2: 132 shares 132 $1.78K <0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares 100 $1.75K <0.01% new Timeline INVITAE CORP INVITAE CORP More: the full row for INVITAE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2023Q2: 1,450 shares 1,450 $1.64K <0.01% 0 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; 2021Q3: restricted; 2021Q4: 105 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares 105 $1.59K <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; 2021Q3: restricted; 2021Q4: 39 shares; 2022Q1: 39 shares; 2022Q2: 39 shares; 2022Q3: 39 shares; 2022Q4: 39 shares; 2023Q1: 39 shares; 2023Q2: 39 shares 39 $1.54K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares; 2023Q2: 12 shares 12 $1.46K <0.01% -38 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; 2021Q3: restricted; 2021Q4: 1,118 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares 10 $1.42K <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; 2021Q3: restricted; 2021Q4: 366 shares; 2022Q1: 366 shares; 2022Q2: 366 shares; 2022Q3: 366 shares; 2022Q4: 366 shares; 2023Q1: 366 shares; 2023Q2: 366 shares 366 $1.36K <0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares 10 $1.19K <0.01% new 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; 2021Q3: restricted; 2021Q4: 621 shares; 2022Q1: 21 shares; 2022Q2: 21 shares; 2022Q3: 21 shares; 2022Q4: 21 shares; 2023Q1: 21 shares; 2023Q2: 21 shares 21 $1.19K <0.01% 0 Timeline LIBERTY LIBERTY More: the full row for LIBERTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 57 shares; 2022Q1: 57 shares; 2022Q2: 57 shares; 2022Q3: 57 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $1.19K <0.01% 0 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; 2021Q3: restricted; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 72 shares; 2022Q3: 72 shares; 2022Q4: 72 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $1.12K <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; 2021Q3: restricted; 2021Q4: 3,257 shares; 2022Q1: 397 shares; 2022Q2: 87 shares; 2022Q3: 67 shares; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares 17 $1.07K <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; 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; 2023Q2: 1,200 shares 1,200 $1.04K <0.01% 0 DDM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 160 shares; 2022Q1: 20 shares; 2022Q2: 80 shares; 2022Q3: 15 shares; 2022Q4: 40 shares; 2023Q1: 30 shares; 2023Q2: 15 shares 15 $1.01K <0.01% -15 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; 2021Q3: restricted; 2021Q4: 7,303 shares; 2022Q1: 65 shares; 2022Q2: 5 shares; 2022Q3: 55 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $1.01K <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; 2021Q3: restricted; 2021Q4: 454 shares; 2022Q1: 454 shares; 2022Q2: 454 shares; 2022Q3: 454 shares; 2022Q4: 454 shares; 2023Q1: 454 shares; 2023Q2: 454 shares 454 $999 <0.01% 0 Timeline 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; 2021Q3: restricted; 2021Q4: 56 shares; 2022Q1: 26 shares; 2022Q2: 26 shares; 2022Q3: 26 shares; 2022Q4: 26 shares; 2023Q1: 26 shares; 2023Q2: 26 shares 26 $973 <0.01% 0 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; 2021Q3: restricted; 2021Q4: 186 shares; 2022Q1: 186 shares; 2022Q2: 186 shares; 2022Q3: 186 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $862 <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; 2021Q3: restricted; 2021Q4: 194 shares; 2022Q1: 194 shares; 2022Q2: 194 shares; 2022Q3: 194 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $835 <0.01% 0 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; 2021Q3: restricted; 2021Q4: 10 shares; 2022Q1: 10 shares; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares 10 $834 <0.01% 0 Timeline 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 130 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares 200 $788 <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; 2021Q3: restricted; 2021Q4: 28 shares; 2022Q1: 28 shares; 2022Q2: 28 shares; 2022Q3: 28 shares; 2022Q4: 18 shares; 2023Q1: 18 shares; 2023Q2: 18 shares 18 $737 <0.01% 0 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; 2021Q3: restricted; 2021Q4: 76 shares; 2022Q1: 76 shares; 2022Q2: 76 shares; 2022Q3: 76 shares; 2022Q4: 76 shares; 2023Q1: 76 shares; 2023Q2: 76 shares 76 $718 <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; 2021Q3: restricted; 2021Q4: 30 shares; 2022Q1: 30 shares; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $663 <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; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $577 <0.01% 0 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; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $577 <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $545 <0.01% 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; 2021Q3: restricted; 2021Q4: 1,100 shares; 2022Q1: 100 shares; 2022Q2: 700 shares; 2022Q3: 130 shares; 2022Q4: 61 shares; 2023Q1: 6 shares; 2023Q2: 40 shares 40 $529 <0.01% +34 ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares 10 $451 <0.01% new Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 60 shares; 2022Q1: 80 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 18 shares; 2023Q1: 3 shares; 2023Q2: 3 shares 3 $449 <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4 shares; 2022Q4: 1 shares; 2023Q1: 1 shares; 2023Q2: 1 shares 1 $447 <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; 2021Q3: restricted; 2021Q4: 30 shares; 2022Q1: 1 shares; 2022Q2: 1 shares; 2022Q3: 1 shares; 2022Q4: 1 shares; 2023Q1: 4 shares; 2023Q2: 1 shares 1 $382 <0.01% -3 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; 2021Q3: restricted; 2021Q4: 900 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 100 shares; 2022Q4: 60 shares; 2023Q1: 120 shares; 2023Q2: 20 shares 20 $380 <0.01% -100 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 320 shares; 2022Q1: not reported; 2022Q2: 20 shares; 2022Q3: 5 shares; 2022Q4: 12 shares; 2023Q1: 10 shares; 2023Q2: 3 shares 3 $342 <0.01% -7 Timeline 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5 shares; 2022Q4: 6 shares; 2023Q1: 4 shares; 2023Q2: 1 shares 1 $311 <0.01% -3 Timeline 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; 2021Q3: restricted; 2021Q4: 155 shares; 2022Q1: 155 shares; 2022Q2: 155 shares; 2022Q3: 155 shares; 2022Q4: 155 shares; 2023Q1: 155 shares; 2023Q2: 155 shares 155 $305 <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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40 shares; 2023Q2: 10 shares 10 $276 <0.01% -30 Timeline BTE BAYTEX ENERGY CORP More: the full row for BAYTEX ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 82 shares 82 $267 <0.01% new 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; 2021Q3: restricted; 2021Q4: 61 shares; 2022Q1: 61 shares; 2022Q2: 61 shares; 2022Q3: 61 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares 30 $263 <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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 10 shares 10 $249 <0.01% -20 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 75 shares; 2022Q1: 75 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares; 2023Q2: 75 shares 75 $239 <0.01% 0 Timeline CPA COPA HOLDINGS SA More: the full row for COPA HOLDINGS SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2 shares 2 $221 <0.01% new 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; 2021Q3: restricted; 2021Q4: 132 shares; 2022Q1: 132 shares; 2022Q2: 132 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares; 2023Q2: 132 shares 132 $206 <0.01% 0 DXD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 30 shares; 2022Q2: 120 shares; 2022Q3: 70 shares; 2022Q4: 40 shares; 2023Q1: 11 shares; 2023Q2: 5 shares 5 $201 <0.01% -6 Timeline 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares 100 $176 <0.01% 0 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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares 2 $174 <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; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17 shares; 2023Q1: 17 shares; 2023Q2: 17 shares 17 $147 <0.01% 0 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; 2021Q3: restricted; 2021Q4: 258 shares; 2022Q1: 200 shares; 2022Q2: 150 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 1 shares 1 $106 <0.01% -19 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; 2021Q3: restricted; 2021Q4: 310 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares 250 $97 <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; 2021Q3: restricted; 2021Q4: 238 shares; 2022Q1: 238 shares; 2022Q2: 238 shares; 2022Q3: 238 shares; 2022Q4: 138 shares; 2023Q1: 138 shares; 2023Q2: 138 shares 138 $90 <0.01% 0 PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares 1 $78 <0.01% new Timeline 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; 2021Q3: restricted; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 120 shares; 2022Q3: 5 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares 2 $70 <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; 2021Q3: restricted; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 115 shares; 2023Q1: 15 shares; 2023Q2: 15 shares 15 $45 <0.01% 0 UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares 1 $34 <0.01% new Timeline IDEANOMICS INC IDEANOMICS INC More: the full row for IDEANOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares 300 $22 <0.01% 0