AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,028,924 shares; 2021Q1: 1,014,227 shares; 2021Q2: 1,012,073 shares; 2021Q3: 1,002,222 shares 1,002,222 $142M 10.1% -9,851 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 337,527 shares; 2021Q1: 332,328 shares; 2021Q2: 333,399 shares; 2021Q3: 332,973 shares 332,973 $93.9M 6.69% -426 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 76,088 shares; 2021Q1: 76,839 shares; 2021Q2: 78,262 shares; 2021Q3: 76,848 shares 76,848 $51.1M 3.64% -1,414 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,518 shares; 2021Q1: 51,677 shares; 2021Q2: 51,898 shares; 2021Q3: 208,005 shares 208,005 $43.1M 3.07% +156,107 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,107 shares; 2021Q1: 14,827 shares; 2021Q2: 14,797 shares; 2021Q3: 14,820 shares 14,820 $39.5M 2.81% +23 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,748 shares; 2021Q1: 10,928 shares; 2021Q2: 10,920 shares; 2021Q3: 10,884 shares 10,884 $35.8M 2.55% -36 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 134,701 shares; 2021Q1: 132,557 shares; 2021Q2: 130,776 shares; 2021Q3: 130,018 shares 130,018 $29M 2.06% -758 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,704 shares; 2021Q1: 11,486 shares; 2021Q2: 10,839 shares; 2021Q3: 10,790 shares 10,790 $28.8M 2.05% -49 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 95,424 shares; 2021Q1: 89,918 shares; 2021Q2: 89,565 shares; 2021Q3: 89,210 shares 89,210 $27.2M 1.93% -355 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,246 shares; 2021Q1: 68,067 shares; 2021Q2: 67,883 shares; 2021Q3: 68,092 shares 68,092 $26.6M 1.89% +209 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 80,472 shares; 2021Q1: 79,203 shares; 2021Q2: 79,772 shares; 2021Q3: 80,163 shares 80,163 $26.3M 1.87% +391 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,639 shares; 2021Q1: 45,227 shares; 2021Q2: 45,090 shares; 2021Q3: 45,120 shares 45,120 $25.8M 1.84% +30 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,602 shares; 2021Q1: 44,232 shares; 2021Q2: 41,078 shares; 2021Q3: 40,751 shares 40,751 $23.5M 1.67% -327 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,891 shares; 2021Q1: 49,342 shares; 2021Q2: 49,098 shares; 2021Q3: 49,568 shares 49,568 $22.3M 1.59% +470 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 131,086 shares; 2021Q1: 129,255 shares; 2021Q2: 127,817 shares; 2021Q3: 126,998 shares 126,998 $21.5M 1.53% -819 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,267 shares; 2021Q1: 67,219 shares; 2021Q2: 66,810 shares; 2021Q3: 66,727 shares 66,727 $21.3M 1.52% -83 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 108,200 shares; 2021Q1: 112,078 shares; 2021Q2: 122,617 shares; 2021Q3: 122,967 shares 122,967 $20.6M 1.47% +350 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 103,083 shares; 2021Q1: 100,138 shares; 2021Q2: 99,944 shares; 2021Q3: 99,912 shares 99,912 $19.6M 1.39% -32 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 59,436 shares; 2021Q1: 55,547 shares; 2021Q2: 55,314 shares; 2021Q3: 55,069 shares 55,069 $18.7M 1.33% -245 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,742 shares; 2021Q1: 59,304 shares; 2021Q2: 61,395 shares; 2021Q3: 58,328 shares 58,328 $17M 1.21% -3,067 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,648 shares; 2021Q1: 20,193 shares; 2021Q2: 20,324 shares; 2021Q3: 20,309 shares 20,309 $17M 1.21% -15 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,188 shares; 2021Q1: 91,403 shares; 2021Q2: 93,646 shares; 2021Q3: 93,513 shares 93,513 $16.2M 1.15% -133 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 98,700 shares; 2021Q1: 97,546 shares; 2021Q2: 98,148 shares; 2021Q3: 97,253 shares 97,253 $15.7M 1.12% -895 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,793 shares; 2021Q1: 28,451 shares; 2021Q2: 28,689 shares; 2021Q3: 28,787 shares 28,787 $15.5M 1.11% +98 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 132,033 shares; 2021Q1: 132,460 shares; 2021Q2: 133,564 shares; 2021Q3: 136,115 shares 136,115 $14.1M 1% +2,551 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 99,040 shares; 2021Q1: 96,669 shares; 2021Q2: 96,782 shares; 2021Q3: 96,233 shares 96,233 $13.5M 0.96% -549 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 88,642 shares; 2021Q1: 87,273 shares; 2021Q2: 86,882 shares; 2021Q3: 87,655 shares 87,655 $12.7M 0.91% +773 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 64,308 shares; 2021Q1: 62,901 shares; 2021Q2: 64,629 shares; 2021Q3: 65,311 shares 65,311 $12.5M 0.89% +682 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,070 shares; 2021Q1: 58,602 shares; 2021Q2: 57,668 shares; 2021Q3: 57,290 shares 57,290 $12.2M 0.87% -378 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,127 shares; 2021Q1: 77,627 shares; 2021Q2: 76,862 shares; 2021Q3: 76,479 shares 76,479 $11.7M 0.84% -383 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,740 shares; 2021Q1: 53,096 shares; 2021Q2: 53,726 shares; 2021Q3: 54,015 shares 54,015 $11.5M 0.82% +289 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,781 shares; 2021Q1: 46,521 shares; 2021Q2: 37,831 shares; 2021Q3: 38,006 shares 38,006 $11.4M 0.81% +175 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 111,537 shares; 2021Q1: 111,008 shares; 2021Q2: 108,810 shares; 2021Q3: 108,915 shares 108,915 $11M 0.79% +105 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 102,965 shares; 2021Q1: 101,449 shares; 2021Q2: 91,610 shares; 2021Q3: 90,369 shares 90,369 $10.7M 0.76% -1,241 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,395 shares; 2021Q1: 14,234 shares; 2021Q2: 14,403 shares; 2021Q3: 21,890 shares 21,890 $10.5M 0.75% +7,487 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,391 shares; 2021Q1: 39,940 shares; 2021Q2: 40,028 shares; 2021Q3: 40,220 shares 40,220 $10.5M 0.75% +192 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200,056 shares; 2021Q1: 197,265 shares; 2021Q2: 197,348 shares; 2021Q3: 195,358 shares 195,358 $10.4M 0.74% -1,990 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,865 shares; 2021Q1: 45,234 shares; 2021Q2: 46,792 shares; 2021Q3: 46,784 shares 46,784 $10.4M 0.74% -8 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 97,219 shares; 2021Q1: 98,117 shares; 2021Q2: 98,110 shares; 2021Q3: 96,286 shares 96,286 $10.4M 0.74% -1,824 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,050 shares; 2021Q1: 11,872 shares; 2021Q2: 35,754 shares; 2021Q3: 35,943 shares 35,943 $10.1M 0.72% +189 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,819 shares; 2021Q1: 72,587 shares; 2021Q2: 71,494 shares; 2021Q3: 71,828 shares 71,828 $10M 0.71% +334 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,075 shares; 2021Q1: 40,632 shares; 2021Q2: 40,813 shares; 2021Q3: 40,608 shares 40,608 $9.79M 0.7% -205 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 32,719 shares; 2021Q1: 31,960 shares; 2021Q2: 36,395 shares; 2021Q3: 36,823 shares 36,823 $8.82M 0.63% +428 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,981 shares; 2021Q1: 4,259 shares; 2021Q2: 31,103 shares; 2021Q3: 31,996 shares 31,996 $8.68M 0.62% +893 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,595 shares; 2021Q1: 80,760 shares; 2021Q2: 83,165 shares; 2021Q3: 84,454 shares 84,454 $8.61M 0.61% +1,289 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,758 shares; 2021Q1: 80,919 shares; 2021Q2: 86,758 shares; 2021Q3: 87,218 shares 87,218 $8.49M 0.6% +460 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,682 shares; 2021Q1: 88,513 shares; 2021Q2: 90,973 shares; 2021Q3: 92,212 shares 92,212 $7.93M 0.56% +1,239 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,681 shares; 2021Q1: 44,681 shares; 2021Q2: 44,397 shares; 2021Q3: 44,309 shares 44,309 $7.77M 0.55% -88 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,905 shares; 2021Q1: 26,079 shares; 2021Q2: 26,909 shares; 2021Q3: 26,969 shares 26,969 $7.77M 0.55% +60 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,804 shares; 2021Q1: 47,201 shares; 2021Q2: 49,234 shares; 2021Q3: 64,194 shares 64,194 $7.47M 0.53% +14,960 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 67,046 shares; 2021Q1: 64,311 shares; 2021Q2: 63,904 shares; 2021Q3: 64,235 shares 64,235 $6.97M 0.5% +331 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,708 shares; 2021Q1: 44,828 shares; 2021Q2: 66,265 shares; 2021Q3: 62,975 shares 62,975 $6.88M 0.49% -3,290 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,187 shares; 2021Q1: 39,397 shares; 2021Q2: 40,109 shares; 2021Q3: 40,294 shares 40,294 $6.81M 0.49% +185 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,128 shares; 2021Q1: 57,128 shares; 2021Q2: 57,128 shares; 2021Q3: 57,128 shares 57,128 $6.81M 0.48% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,646 shares; 2021Q1: 77,928 shares; 2021Q2: 78,488 shares; 2021Q3: 100,371 shares 100,371 $6.62M 0.47% +21,883 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,521 shares; 2021Q1: 58,461 shares; 2021Q2: 57,351 shares; 2021Q3: 59,637 shares 59,637 $6.58M 0.47% +2,286 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,348 shares; 2021Q1: 34,543 shares; 2021Q2: 36,000 shares; 2021Q3: 36,327 shares 36,327 $6.37M 0.45% +327 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 115,596 shares; 2021Q1: 114,293 shares; 2021Q2: 114,715 shares; 2021Q3: 114,267 shares 114,267 $6.22M 0.44% -448 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,476 shares; 2021Q1: 38,556 shares; 2021Q2: 38,462 shares; 2021Q3: 38,453 shares 38,453 $6.22M 0.44% -9 Timeline GSEW 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,288 shares; 2021Q1: 87,353 shares; 2021Q2: 91,898 shares; 2021Q3: 92,374 shares 92,374 $6.17M 0.44% +476 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 84,103 shares; 2021Q1: 83,028 shares; 2021Q2: 80,249 shares; 2021Q3: 79,633 shares 79,633 $5.98M 0.43% -616 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,273 shares; 2021Q1: 18,528 shares; 2021Q2: 19,740 shares; 2021Q3: 19,977 shares 19,977 $5.86M 0.42% +237 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,274 shares; 2021Q1: 97,712 shares; 2021Q2: 97,157 shares; 2021Q3: 96,510 shares 96,510 $5.71M 0.41% -647 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,145 shares; 2021Q3: 7,293 shares 7,293 $5.43M 0.39% +148 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,655 shares; 2021Q1: 59,873 shares; 2021Q2: 62,845 shares; 2021Q3: 63,698 shares 63,698 $5.25M 0.37% +853 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,290 shares; 2021Q1: 45,446 shares; 2021Q2: 44,124 shares; 2021Q3: 37,053 shares 37,053 $5.17M 0.37% -7,071 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,169 shares; 2021Q1: 19,378 shares; 2021Q2: 19,359 shares; 2021Q3: 18,885 shares 18,885 $4.98M 0.35% -474 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,602 shares; 2021Q1: 24,577 shares; 2021Q2: 24,622 shares; 2021Q3: 23,972 shares 23,972 $4.95M 0.35% -650 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,573 shares; 2021Q1: 6,212 shares; 2021Q2: 6,271 shares; 2021Q3: 6,308 shares 6,308 $4.89M 0.35% +37 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,632 shares; 2021Q1: 24,564 shares; 2021Q2: 24,685 shares; 2021Q3: 24,330 shares 24,330 $4.86M 0.35% -355 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 102,021 shares; 2021Q1: 102,263 shares; 2021Q2: 102,655 shares; 2021Q3: 102,847 shares 102,847 $4.42M 0.32% +192 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 63,829 shares; 2021Q1: 64,812 shares; 2021Q2: 66,620 shares; 2021Q3: 67,367 shares 67,367 $4.26M 0.3% +747 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112,371 shares; 2021Q1: 106,356 shares; 2021Q2: 68,671 shares; 2021Q3: 63,494 shares 63,494 $4.25M 0.3% -5,177 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,134 shares; 2021Q1: 26,768 shares; 2021Q2: 26,824 shares; 2021Q3: 26,586 shares 26,586 $4.13M 0.29% -238 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,036 shares; 2021Q1: 28,299 shares; 2021Q2: 26,985 shares; 2021Q3: 26,917 shares 26,917 $4.02M 0.29% -68 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,715 shares; 2021Q1: 23,371 shares; 2021Q2: 22,818 shares; 2021Q3: 23,338 shares 23,338 $3.89M 0.28% +520 BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 14,020 shares 14,020 $3.83M 0.27% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 170,153 shares; 2021Q3: 174,265 shares 174,265 $3.68M 0.26% +4,112 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,802 shares; 2021Q1: 17,717 shares; 2021Q2: 18,525 shares; 2021Q3: 18,526 shares 18,526 $3.56M 0.25% +1 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,384 shares; 2021Q1: 49,609 shares; 2021Q2: 47,178 shares; 2021Q3: 43,778 shares 43,778 $3.42M 0.24% -3,400 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,875 shares; 2021Q1: 20,432 shares; 2021Q2: 20,828 shares; 2021Q3: 20,828 shares 20,828 $3.41M 0.24% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,753 shares; 2021Q1: 38,278 shares; 2021Q2: 38,944 shares; 2021Q3: 38,913 shares 38,913 $3.39M 0.24% -31 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,669 shares; 2021Q1: 9,579 shares; 2021Q2: 9,644 shares; 2021Q3: 9,193 shares 9,193 $3.29M 0.23% -451 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,220 shares; 2021Q1: 73,942 shares; 2021Q2: 88,718 shares; 2021Q3: 89,647 shares 89,647 $3.27M 0.23% +929 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,848 shares; 2021Q1: 17,913 shares; 2021Q2: 23,981 shares; 2021Q3: 25,256 shares 25,256 $3.17M 0.23% +1,275 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65,421 shares; 2021Q1: 65,421 shares; 2021Q2: 65,421 shares; 2021Q3: 65,421 shares 65,421 $3.04M 0.22% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,445 shares; 2021Q1: 21,655 shares; 2021Q2: 22,529 shares; 2021Q3: 23,496 shares 23,496 $3.03M 0.22% +967 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,030 shares; 2021Q1: 5,067 shares; 2021Q2: 14,423 shares; 2021Q3: 17,645 shares 17,645 $2.96M 0.21% +3,222 Timeline GSLC 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,739 shares; 2021Q1: 25,739 shares; 2021Q2: 25,832 shares; 2021Q3: 34,179 shares 34,179 $2.94M 0.21% +8,347 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,226 shares; 2021Q1: 10,952 shares; 2021Q2: 11,284 shares; 2021Q3: 10,528 shares 10,528 $2.88M 0.21% -756 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 58,594 shares; 2021Q1: 52,994 shares; 2021Q2: 52,994 shares; 2021Q3: 52,994 shares 52,994 $2.76M 0.2% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 70,922 shares; 2021Q1: 71,824 shares; 2021Q2: 68,756 shares; 2021Q3: 68,355 shares 68,355 $2.72M 0.19% -401 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,265 shares; 2021Q1: 45,792 shares; 2021Q2: 46,631 shares; 2021Q3: 45,647 shares 45,647 $2.69M 0.19% -984 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,823 shares; 2021Q1: 8,278 shares; 2021Q2: 9,105 shares; 2021Q3: 9,735 shares 9,735 $2.66M 0.19% +630 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,228 shares; 2021Q1: 10,228 shares; 2021Q2: 10,078 shares; 2021Q3: 10,021 shares 10,021 $2.65M 0.19% -57 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,245 shares; 2021Q1: 9,974 shares; 2021Q2: 9,967 shares; 2021Q3: 9,967 shares 9,967 $2.55M 0.18% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,301 shares; 2021Q1: 18,214 shares; 2021Q2: 17,476 shares; 2021Q3: 18,982 shares 18,982 $2.52M 0.18% +1,506 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,406 shares; 2021Q1: 12,406 shares; 2021Q2: 11,868 shares; 2021Q3: 11,868 shares 11,868 $2.48M 0.18% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,960 shares; 2021Q1: 53,181 shares; 2021Q2: 106,554 shares; 2021Q3: 109,724 shares 109,724 $2.38M 0.17% +3,170 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,360 shares; 2021Q1: 18,320 shares; 2021Q2: 18,308 shares; 2021Q3: 15,627 shares 15,627 $2.34M 0.17% -2,681 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,650 shares; 2021Q1: 25,708 shares; 2021Q2: 24,808 shares; 2021Q3: 24,653 shares 24,653 $2.26M 0.16% -155 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,929 shares; 2021Q1: 41,344 shares; 2021Q2: 42,111 shares; 2021Q3: 41,506 shares 41,506 $2.24M 0.16% -605 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,256 shares; 2021Q1: 13,256 shares; 2021Q2: 13,156 shares; 2021Q3: 13,156 shares 13,156 $2.2M 0.16% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,459 shares; 2021Q1: 4,459 shares; 2021Q2: 5,242 shares; 2021Q3: 5,368 shares 5,368 $2.18M 0.16% +126 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,971 shares; 2021Q1: 15,971 shares; 2021Q2: 15,971 shares; 2021Q3: 15,971 shares 15,971 $2.12M 0.15% 0 SIMO SILICON MOTION TECHNOLOGY CO More: the full row for SILICON MOTION TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,646 shares; 2021Q1: 29,388 shares; 2021Q2: 29,388 shares; 2021Q3: 29,673 shares 29,673 $2.05M 0.15% +285 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,850 shares; 2021Q1: 39,207 shares; 2021Q2: 45,807 shares; 2021Q3: 56,044 shares 56,044 $2.02M 0.14% +10,237 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,104 shares; 2021Q1: 15,104 shares; 2021Q2: 15,104 shares; 2021Q3: 15,104 shares 15,104 $2M 0.14% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,530 shares; 2021Q1: 48,267 shares; 2021Q2: 49,445 shares; 2021Q3: 13,488 shares 13,488 $2M 0.14% -35,957 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares; 2021Q2: 3,500 shares; 2021Q3: 3,500 shares 3,500 $1.99M 0.14% 0 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,631 shares; 2021Q1: 9,631 shares; 2021Q2: 9,763 shares; 2021Q3: 9,763 shares 9,763 $1.98M 0.14% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 884 shares; 2021Q1: 884 shares; 2021Q2: 887 shares; 2021Q3: 829 shares 829 $1.97M 0.14% -58 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,173 shares; 2021Q1: 25,073 shares; 2021Q2: 24,930 shares; 2021Q3: 24,930 shares 24,930 $1.96M 0.14% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,899 shares; 2021Q1: 6,653 shares; 2021Q2: 5,717 shares; 2021Q3: 5,562 shares 5,562 $1.92M 0.14% -155 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,442 shares; 2021Q1: 31,460 shares; 2021Q2: 31,660 shares; 2021Q3: 31,560 shares 31,560 $1.89M 0.13% -100 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,485 shares; 2021Q1: 25,413 shares; 2021Q2: 25,396 shares; 2021Q3: 24,796 shares 24,796 $1.89M 0.13% -600 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,728 shares; 2021Q1: 12,418 shares; 2021Q2: 12,433 shares; 2021Q3: 12,244 shares 12,244 $1.84M 0.13% -189 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,928 shares; 2021Q1: 1,928 shares; 2021Q2: 7,939 shares; 2021Q3: 7,939 shares 7,939 $1.83M 0.13% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,183 shares; 2021Q1: 5,183 shares; 2021Q2: 5,153 shares; 2021Q3: 5,153 shares 5,153 $1.73M 0.12% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 28,000 shares; 2021Q2: 31,534 shares; 2021Q3: 32,850 shares 32,850 $1.73M 0.12% +1,316 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,420 shares; 2021Q1: 6,821 shares; 2021Q2: 6,811 shares; 2021Q3: 6,821 shares 6,821 $1.68M 0.12% +10 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,879 shares; 2021Q1: 9,879 shares; 2021Q2: 9,879 shares; 2021Q3: 9,870 shares 9,870 $1.64M 0.12% -9 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,942 shares; 2021Q1: 11,902 shares; 2021Q2: 11,902 shares; 2021Q3: 11,702 shares 11,702 $1.63M 0.12% -200 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,790 shares; 2021Q1: 12,713 shares; 2021Q2: 11,948 shares; 2021Q3: 13,064 shares 13,064 $1.55M 0.11% +1,116 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,176 shares; 2021Q1: 9,176 shares; 2021Q2: 18,926 shares; 2021Q3: 18,876 shares 18,876 $1.55M 0.11% -50 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,289 shares; 2021Q1: 25,912 shares; 2021Q2: 24,431 shares; 2021Q3: 25,647 shares 25,647 $1.54M 0.11% +1,216 Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,078 shares; 2021Q1: 10,044 shares; 2021Q2: 9,981 shares; 2021Q3: 9,981 shares 9,981 $1.51M 0.11% 0 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,731 shares; 2021Q1: 6,731 shares; 2021Q2: 6,731 shares; 2021Q3: 6,731 shares 6,731 $1.48M 0.11% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,618 shares; 2021Q1: 15,596 shares; 2021Q2: 15,725 shares; 2021Q3: 15,596 shares 15,596 $1.48M 0.11% -129 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,640 shares; 2021Q1: 25,860 shares; 2021Q2: 27,288 shares; 2021Q3: 26,388 shares 26,388 $1.48M 0.11% -900 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 14,274 shares 14,274 $1.47M 0.1% new Timeline RSPT 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,027 shares; 2021Q1: 5,654 shares; 2021Q2: 5,822 shares; 2021Q3: 5,069 shares 5,069 $1.46M 0.1% -753 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,930 shares; 2021Q1: 25,930 shares; 2021Q2: 25,805 shares; 2021Q3: 25,355 shares 25,355 $1.42M 0.1% -450 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,171 shares; 2021Q1: 14,171 shares; 2021Q2: 14,130 shares; 2021Q3: 14,047 shares 14,047 $1.37M 0.1% -83 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,715 shares; 2021Q1: 20,715 shares; 2021Q2: 20,622 shares; 2021Q3: 19,293 shares 19,293 $1.36M 0.1% -1,329 CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,796 shares; 2021Q1: 17,678 shares; 2021Q2: 17,512 shares; 2021Q3: 17,512 shares 17,512 $1.3M 0.09% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,069 shares; 2021Q1: 2,069 shares; 2021Q2: 2,069 shares; 2021Q3: 2,069 shares 2,069 $1.26M 0.09% 0 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,400 shares; 2021Q1: 6,400 shares; 2021Q2: 6,400 shares; 2021Q3: 6,400 shares 6,400 $1.26M 0.09% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 5,400 shares 5,400 $1.2M 0.09% new Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,532 shares; 2021Q1: 8,826 shares; 2021Q2: 8,826 shares; 2021Q3: 8,826 shares 8,826 $1.19M 0.08% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,205 shares; 2021Q1: 9,205 shares; 2021Q2: 9,205 shares; 2021Q3: 9,205 shares 9,205 $1.16M 0.08% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,044 shares; 2021Q1: 3,010 shares; 2021Q2: 3,010 shares; 2021Q3: 3,010 shares 3,010 $1.15M 0.08% 0 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,409 shares; 2021Q1: 53,394 shares; 2021Q2: 53,394 shares; 2021Q3: 52,144 shares 52,144 $1.15M 0.08% -1,250 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,090 shares; 2021Q1: 6,090 shares; 2021Q2: 6,090 shares; 2021Q3: 6,090 shares 6,090 $1.08M 0.08% 0 Timeline BAB 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,218 shares; 2021Q1: 32,979 shares; 2021Q2: 32,041 shares; 2021Q3: 32,041 shares 32,041 $1.05M 0.08% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,896 shares; 2021Q1: 15,160 shares; 2021Q2: 16,049 shares; 2021Q3: 13,687 shares 13,687 $1.04M 0.07% -2,362 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,836 shares; 2021Q1: 41,239 shares; 2021Q2: 38,015 shares; 2021Q3: 37,829 shares 37,829 $1.02M 0.07% -186 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,707 shares; 2021Q1: 2,707 shares; 2021Q2: 2,682 shares; 2021Q3: 2,357 shares 2,357 $1.01M 0.07% -325 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,628 shares; 2021Q1: 12,033 shares; 2021Q2: 12,033 shares; 2021Q3: 12,033 shares 12,033 $989K 0.07% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,526 shares; 2021Q1: 11,526 shares; 2021Q2: 11,284 shares; 2021Q3: 11,284 shares 11,284 $965K 0.07% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,276 shares; 2021Q1: 3,276 shares; 2021Q2: 3,230 shares; 2021Q3: 3,207 shares 3,207 $943K 0.07% -23 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,422 shares; 2021Q1: 11,648 shares; 2021Q2: 11,924 shares; 2021Q3: 11,974 shares 11,974 $940K 0.07% +50 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 653 shares; 2021Q1: 2,019 shares; 2021Q2: 2,081 shares; 2021Q3: 2,161 shares 2,161 $931K 0.07% +80 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,744 shares; 2021Q1: 8,744 shares; 2021Q2: 8,744 shares; 2021Q3: 8,744 shares 8,744 $915K 0.07% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,311 shares; 2021Q1: 14,635 shares; 2021Q2: 13,217 shares; 2021Q3: 12,952 shares 12,952 $914K 0.07% -265 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,598 shares; 2021Q1: 11,598 shares; 2021Q2: 11,598 shares; 2021Q3: 11,598 shares 11,598 $877K 0.06% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,300 shares; 2021Q1: 4,300 shares; 2021Q2: 4,300 shares; 2021Q3: 4,300 shares 4,300 $864K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,415 shares; 2021Q1: 18,927 shares; 2021Q2: 18,927 shares; 2021Q3: 18,927 shares 18,927 $862K 0.06% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,798 shares; 2021Q1: 5,798 shares; 2021Q2: 5,797 shares; 2021Q3: 5,797 shares 5,797 $842K 0.06% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,465 shares; 2021Q1: 14,465 shares; 2021Q2: 14,465 shares; 2021Q3: 14,455 shares 14,455 $841K 0.06% -10 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,895 shares; 2021Q1: 8,895 shares; 2021Q2: 8,895 shares; 2021Q3: 8,895 shares 8,895 $838K 0.06% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,856 shares; 2021Q1: 9,856 shares; 2021Q2: 9,856 shares; 2021Q3: 9,856 shares 9,856 $835K 0.06% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,875 shares; 2021Q1: 2,875 shares; 2021Q2: 2,875 shares; 2021Q3: 2,875 shares 2,875 $834K 0.06% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,835 shares; 2021Q1: 3,035 shares; 2021Q2: 2,935 shares; 2021Q3: 3,761 shares 3,761 $822K 0.06% +826 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,200 shares; 2021Q1: 5,200 shares; 2021Q2: 5,422 shares; 2021Q3: 5,422 shares 5,422 $821K 0.06% 0 Timeline CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,000 shares; 2021Q1: 26,000 shares; 2021Q2: 26,000 shares; 2021Q3: 26,000 shares 26,000 $792K 0.06% 0 Timeline PGF 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,572 shares; 2021Q1: 41,572 shares; 2021Q2: 41,572 shares; 2021Q3: 41,572 shares 41,572 $788K 0.06% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,071 shares; 2021Q1: 11,071 shares; 2021Q2: 11,071 shares; 2021Q3: 11,071 shares 11,071 $771K 0.05% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,037 shares; 2021Q1: 5,037 shares; 2021Q2: 5,098 shares; 2021Q3: 5,098 shares 5,098 $761K 0.05% 0 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,000 shares; 2021Q1: 30,000 shares; 2021Q2: 30,000 shares; 2021Q3: 30,000 shares 30,000 $750K 0.05% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,320 shares; 2021Q1: 10,320 shares; 2021Q2: 10,320 shares; 2021Q3: 10,320 shares 10,320 $749K 0.05% 0 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,655 shares; 2021Q1: 3,655 shares; 2021Q2: 3,723 shares; 2021Q3: 3,131 shares 3,131 $741K 0.05% -592 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,314 shares; 2021Q1: 13,581 shares; 2021Q2: 14,592 shares; 2021Q3: 13,990 shares 13,990 $734K 0.05% -602 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,318 shares; 2021Q1: 17,318 shares; 2021Q2: 18,137 shares; 2021Q3: 13,811 shares 13,811 $713K 0.05% -4,326 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,440 shares; 2021Q1: 6,650 shares; 2021Q2: 6,470 shares; 2021Q3: 6,345 shares 6,345 $674K 0.05% -125 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,166 shares; 2021Q1: 4,166 shares; 2021Q2: 3,966 shares; 2021Q3: 3,966 shares 3,966 $661K 0.05% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,307 shares; 2021Q1: 6,307 shares; 2021Q2: 6,307 shares; 2021Q3: 6,307 shares 6,307 $655K 0.05% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,662 shares; 2021Q1: 2,662 shares; 2021Q2: 2,854 shares; 2021Q3: 2,854 shares 2,854 $653K 0.05% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,998 shares; 2021Q1: 35,498 shares; 2021Q2: 31,543 shares; 2021Q3: 30,043 shares 30,043 $634K 0.05% -1,500 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,769 shares; 2021Q1: 1,769 shares; 2021Q2: 1,769 shares; 2021Q3: 1,769 shares 1,769 $628K 0.04% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,237 shares; 2021Q1: 3,237 shares; 2021Q2: 3,237 shares; 2021Q3: 3,237 shares 3,237 $628K 0.04% 0 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,764 shares; 2021Q1: 3,764 shares; 2021Q2: 3,935 shares; 2021Q3: 3,935 shares 3,935 $620K 0.04% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,128 shares; 2021Q1: 29,628 shares; 2021Q2: 29,428 shares; 2021Q3: 28,528 shares 28,528 $614K 0.04% -900 SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,557 shares; 2021Q1: 10,524 shares; 2021Q2: 10,524 shares; 2021Q3: 9,964 shares 9,964 $591K 0.04% -560 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,341 shares; 2021Q1: 5,341 shares; 2021Q2: 5,340 shares; 2021Q3: 5,340 shares 5,340 $571K 0.04% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,497 shares; 2021Q1: 5,497 shares; 2021Q2: 5,524 shares; 2021Q3: 5,524 shares 5,524 $563K 0.04% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,707 shares; 2021Q1: 4,707 shares; 2021Q2: 4,854 shares; 2021Q3: 4,854 shares 4,854 $546K 0.04% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,067 shares; 2021Q1: 5,180 shares; 2021Q2: 5,180 shares; 2021Q3: 5,180 shares 5,180 $527K 0.04% 0 Timeline DXLG DESTINATION XL GROUP INC More: the full row for DESTINATION XL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 86,035 shares 86,035 $527K 0.04% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 386 shares; 2021Q1: 386 shares; 2021Q2: 386 shares; 2021Q3: 376 shares 376 $518K 0.04% -10 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,764 shares; 2021Q1: 1,764 shares; 2021Q2: 1,764 shares; 2021Q3: 1,764 shares 1,764 $503K 0.04% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,592 shares; 2021Q1: 5,858 shares; 2021Q2: 5,401 shares; 2021Q3: 5,743 shares 5,743 $501K 0.04% +342 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,207 shares; 2021Q1: 2,522 shares; 2021Q2: 2,391 shares; 2021Q3: 2,391 shares 2,391 $499K 0.04% 0 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,485 shares; 2021Q3: 2,520 shares 2,520 $452K 0.03% +35 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,000 shares; 2021Q1: 2,025 shares; 2021Q2: 2,025 shares; 2021Q3: 2,025 shares 2,025 $444K 0.03% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,550 shares; 2021Q1: 6,550 shares; 2021Q2: 6,550 shares; 2021Q3: 6,550 shares 6,550 $433K 0.03% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,200 shares; 2021Q1: 8,500 shares; 2021Q2: 8,500 shares; 2021Q3: 8,400 shares 8,400 $421K 0.03% -100 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,000 shares; 2021Q1: 4,077 shares; 2021Q2: 4,077 shares; 2021Q3: 4,077 shares 4,077 $409K 0.03% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 84,746 shares; 2021Q1: 84,746 shares; 2021Q2: 52,023 shares; 2021Q3: 52,023 shares 52,023 $409K 0.03% 0 Timeline MRCC MONROE CAP CORP More: the full row for MONROE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,617 shares; 2021Q1: 53,014 shares; 2021Q2: 51,953 shares; 2021Q3: 39,094 shares 39,094 $406K 0.03% -12,859 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,699 shares; 2021Q1: 6,699 shares; 2021Q2: 5,208 shares; 2021Q3: 4,849 shares 4,849 $397K 0.03% -359 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,350 shares; 2021Q1: 3,200 shares; 2021Q2: 3,110 shares; 2021Q3: 3,096 shares 3,096 $394K 0.03% -14 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,800 shares; 2021Q1: 17,850 shares; 2021Q2: 17,850 shares; 2021Q3: 17,850 shares 17,850 $387K 0.03% 0 VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,670 shares; 2021Q1: 7,618 shares; 2021Q2: 7,705 shares; 2021Q3: 7,705 shares 7,705 $385K 0.03% 0 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,776 shares 4,776 $385K 0.03% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,750 shares; 2021Q1: 3,750 shares; 2021Q2: 11,250 shares; 2021Q3: 11,250 shares 11,250 $335K 0.02% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,700 shares; 2021Q1: 9,050 shares; 2021Q2: 8,575 shares; 2021Q3: 8,575 shares 8,575 $333K 0.02% 0 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,188 shares; 2021Q1: 2,188 shares; 2021Q2: 2,188 shares; 2021Q3: 2,188 shares 2,188 $325K 0.02% 0 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,612 shares; 2021Q1: 1,603 shares; 2021Q2: 1,596 shares; 2021Q3: 1,596 shares 1,596 $319K 0.02% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,072 shares; 2021Q1: 5,072 shares; 2021Q2: 5,072 shares; 2021Q3: 5,072 shares 5,072 $315K 0.02% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,460 shares; 2021Q1: 5,460 shares; 2021Q2: 5,460 shares; 2021Q3: 5,460 shares 5,460 $314K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,713 shares; 2021Q1: 2,713 shares; 2021Q2: 2,713 shares; 2021Q3: 2,713 shares 2,713 $312K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,525 shares; 2021Q1: 2,525 shares; 2021Q2: 2,525 shares; 2021Q3: 2,525 shares 2,525 $312K 0.02% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,246 shares; 2021Q1: 4,246 shares; 2021Q2: 4,246 shares; 2021Q3: 4,246 shares 4,246 $310K 0.02% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,018 shares; 2021Q1: 5,018 shares; 2021Q2: 5,018 shares; 2021Q3: 5,018 shares 5,018 $305K 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,207 shares; 2021Q1: 4,467 shares; 2021Q2: 4,467 shares; 2021Q3: 4,467 shares 4,467 $304K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 535 shares; 2021Q1: 535 shares; 2021Q2: 531 shares; 2021Q3: 478 shares 478 $297K 0.02% -53 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 870 shares; 2021Q3: 870 shares 870 $291K 0.02% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,435 shares; 2021Q1: 1,435 shares; 2021Q2: 1,435 shares; 2021Q3: 1,435 shares 1,435 $278K 0.02% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10,386 shares; 2021Q2: 12,386 shares; 2021Q3: 12,386 shares 12,386 $274K 0.02% 0 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,747 shares; 2021Q1: 13,348 shares; 2021Q2: 13,348 shares; 2021Q3: 13,019 shares 13,019 $267K 0.02% -329 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,261 shares; 2021Q3: 3,261 shares 3,261 $261K 0.02% 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; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,025 shares; 2021Q1: 1,001 shares; 2021Q2: 1,088 shares; 2021Q3: 1,088 shares 1,088 $260K 0.02% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,145 shares; 2021Q1: not reported; 2021Q2: 1,460 shares; 2021Q3: 1,460 shares 1,460 $253K 0.02% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,593 shares; 2021Q2: 1,593 shares; 2021Q3: 1,593 shares 1,593 $241K 0.02% 0 Timeline SIL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,545 shares; 2021Q1: 6,601 shares; 2021Q2: 6,601 shares; 2021Q3: 6,601 shares 6,601 $232K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,400 shares; 2021Q1: 8,400 shares; 2021Q2: 8,400 shares; 2021Q3: 8,400 shares 8,400 $230K 0.02% 0 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,558 shares; 2021Q1: 5,558 shares; 2021Q2: 5,558 shares; 2021Q3: 5,558 shares 5,558 $228K 0.02% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 540 shares; 2021Q3: 552 shares 552 $226K 0.02% +12 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares 10,000 $153K 0.01% 0 Timeline 9 METERS BIOPHARMA INC 9 METERS BIOPHARMA INC More: the full row for 9 METERS BIOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,353 shares; 2021Q1: 33,353 shares; 2021Q2: 33,353 shares; 2021Q3: 33,353 shares 33,353 $43K <0.01% 0