AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2021Q4: 974,159 shares 974,159 $173M 11.11% -28,063 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 337,527 shares; 2021Q1: 332,328 shares; 2021Q2: 333,399 shares; 2021Q3: 332,973 shares; 2021Q4: 329,998 shares 329,998 $111M 7.13% -2,975 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,518 shares; 2021Q1: 51,677 shares; 2021Q2: 51,898 shares; 2021Q3: 208,005 shares; 2021Q4: 207,948 shares 207,948 $61.2M 3.93% -57 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 76,088 shares; 2021Q1: 76,839 shares; 2021Q2: 78,262 shares; 2021Q3: 76,848 shares; 2021Q4: 76,938 shares 76,938 $50.6M 3.25% +90 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,107 shares; 2021Q1: 14,827 shares; 2021Q2: 14,797 shares; 2021Q3: 14,820 shares; 2021Q4: 14,696 shares 14,696 $42.5M 2.73% -124 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,748 shares; 2021Q1: 10,928 shares; 2021Q2: 10,920 shares; 2021Q3: 10,884 shares; 2021Q4: 10,380 shares 10,380 $34.6M 2.22% -504 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,246 shares; 2021Q1: 68,067 shares; 2021Q2: 67,883 shares; 2021Q3: 68,092 shares; 2021Q4: 66,726 shares 66,726 $33.5M 2.15% -1,366 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 80,472 shares; 2021Q1: 79,203 shares; 2021Q2: 79,772 shares; 2021Q3: 80,163 shares; 2021Q4: 78,748 shares 78,748 $32.7M 2.1% -1,415 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,704 shares; 2021Q1: 11,486 shares; 2021Q2: 10,839 shares; 2021Q3: 10,790 shares; 2021Q4: 10,587 shares 10,587 $30.7M 1.97% -203 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,639 shares; 2021Q1: 45,227 shares; 2021Q2: 45,090 shares; 2021Q3: 45,120 shares; 2021Q4: 45,013 shares 45,013 $30M 1.93% -107 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 95,424 shares; 2021Q1: 89,918 shares; 2021Q2: 89,565 shares; 2021Q3: 89,210 shares; 2021Q4: 89,122 shares 89,122 $29.3M 1.88% -88 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,267 shares; 2021Q1: 67,219 shares; 2021Q2: 66,810 shares; 2021Q3: 66,727 shares; 2021Q4: 67,638 shares 67,638 $28M 1.8% +911 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,891 shares; 2021Q1: 49,342 shares; 2021Q2: 49,098 shares; 2021Q3: 49,568 shares; 2021Q4: 49,350 shares 49,350 $28M 1.8% -218 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 134,701 shares; 2021Q1: 132,557 shares; 2021Q2: 130,776 shares; 2021Q3: 130,018 shares; 2021Q4: 126,773 shares 126,773 $27.5M 1.76% -3,245 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 103,083 shares; 2021Q1: 100,138 shares; 2021Q2: 99,944 shares; 2021Q3: 99,912 shares; 2021Q4: 99,230 shares 99,230 $25M 1.61% -682 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,602 shares; 2021Q1: 44,232 shares; 2021Q2: 41,078 shares; 2021Q3: 40,751 shares; 2021Q4: 40,246 shares 40,246 $22.8M 1.47% -505 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 108,200 shares; 2021Q1: 112,078 shares; 2021Q2: 122,617 shares; 2021Q3: 122,967 shares; 2021Q4: 121,824 shares 121,824 $21.4M 1.38% -1,143 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,742 shares; 2021Q1: 59,304 shares; 2021Q2: 61,395 shares; 2021Q3: 58,328 shares; 2021Q4: 59,138 shares 59,138 $21.3M 1.37% +810 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,188 shares; 2021Q1: 91,403 shares; 2021Q2: 93,646 shares; 2021Q3: 93,513 shares; 2021Q4: 92,619 shares 92,619 $19.3M 1.24% -894 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 131,086 shares; 2021Q1: 129,255 shares; 2021Q2: 127,817 shares; 2021Q3: 126,998 shares; 2021Q4: 123,159 shares 123,159 $19.1M 1.23% -3,839 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,648 shares; 2021Q1: 20,193 shares; 2021Q2: 20,324 shares; 2021Q3: 20,309 shares; 2021Q4: 20,170 shares 20,170 $18.5M 1.19% -139 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 59,436 shares; 2021Q1: 55,547 shares; 2021Q2: 55,314 shares; 2021Q3: 55,069 shares; 2021Q4: 54,231 shares 54,231 $18.2M 1.17% -838 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,793 shares; 2021Q1: 28,451 shares; 2021Q2: 28,689 shares; 2021Q3: 28,787 shares; 2021Q4: 28,017 shares 28,017 $18M 1.16% -770 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 98,700 shares; 2021Q1: 97,546 shares; 2021Q2: 98,148 shares; 2021Q3: 97,253 shares; 2021Q4: 97,241 shares 97,241 $16.6M 1.07% -12 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 88,642 shares; 2021Q1: 87,273 shares; 2021Q2: 86,882 shares; 2021Q3: 87,655 shares; 2021Q4: 93,533 shares 93,533 $15.6M 1% +5,878 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 132,033 shares; 2021Q1: 132,460 shares; 2021Q2: 133,564 shares; 2021Q3: 136,115 shares; 2021Q4: 136,223 shares 136,223 $15.3M 0.98% +108 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 99,040 shares; 2021Q1: 96,669 shares; 2021Q2: 96,782 shares; 2021Q3: 96,233 shares; 2021Q4: 91,536 shares 91,536 $15M 0.96% -4,697 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,781 shares; 2021Q1: 46,521 shares; 2021Q2: 37,831 shares; 2021Q3: 38,006 shares; 2021Q4: 37,706 shares 37,706 $14M 0.9% -300 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,127 shares; 2021Q1: 77,627 shares; 2021Q2: 76,862 shares; 2021Q3: 76,479 shares; 2021Q4: 78,146 shares 78,146 $13.4M 0.86% +1,667 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 64,308 shares; 2021Q1: 62,901 shares; 2021Q2: 64,629 shares; 2021Q3: 65,311 shares; 2021Q4: 64,911 shares 64,911 $13.4M 0.86% -400 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,070 shares; 2021Q1: 58,602 shares; 2021Q2: 57,668 shares; 2021Q3: 57,290 shares; 2021Q4: 56,848 shares 56,848 $12.8M 0.82% -442 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,050 shares; 2021Q1: 11,872 shares; 2021Q2: 35,754 shares; 2021Q3: 35,943 shares; 2021Q4: 35,470 shares 35,470 $12.5M 0.8% -473 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,395 shares; 2021Q1: 14,234 shares; 2021Q2: 14,403 shares; 2021Q3: 21,890 shares; 2021Q4: 21,996 shares 21,996 $12.2M 0.79% +106 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 111,537 shares; 2021Q1: 111,008 shares; 2021Q2: 108,810 shares; 2021Q3: 108,915 shares; 2021Q4: 101,211 shares 101,211 $11.9M 0.76% -7,704 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,595 shares; 2021Q1: 80,760 shares; 2021Q2: 83,165 shares; 2021Q3: 84,454 shares; 2021Q4: 83,754 shares 83,754 $11.3M 0.73% -700 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,865 shares; 2021Q1: 45,234 shares; 2021Q2: 46,792 shares; 2021Q3: 46,784 shares; 2021Q4: 46,629 shares 46,629 $11.3M 0.72% -155 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,740 shares; 2021Q1: 53,096 shares; 2021Q2: 53,726 shares; 2021Q3: 54,015 shares; 2021Q4: 53,418 shares 53,418 $11.1M 0.72% -597 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,075 shares; 2021Q1: 40,632 shares; 2021Q2: 40,813 shares; 2021Q3: 40,608 shares; 2021Q4: 40,608 shares 40,608 $10.9M 0.7% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 97,219 shares; 2021Q1: 98,117 shares; 2021Q2: 98,110 shares; 2021Q3: 96,286 shares; 2021Q4: 77,455 shares 77,455 $10.5M 0.67% -18,831 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,819 shares; 2021Q1: 72,587 shares; 2021Q2: 71,494 shares; 2021Q3: 71,828 shares; 2021Q4: 71,278 shares 71,278 $10.3M 0.66% -550 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,708 shares; 2021Q1: 44,828 shares; 2021Q2: 66,265 shares; 2021Q3: 62,975 shares; 2021Q4: 62,941 shares 62,941 $10.3M 0.66% -34 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 32,719 shares; 2021Q1: 31,960 shares; 2021Q2: 36,395 shares; 2021Q3: 36,823 shares; 2021Q4: 35,337 shares 35,337 $9.97M 0.64% -1,486 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,981 shares; 2021Q1: 4,259 shares; 2021Q2: 31,103 shares; 2021Q3: 31,996 shares; 2021Q4: 37,868 shares 37,868 $9.62M 0.62% +5,872 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200,056 shares; 2021Q1: 197,265 shares; 2021Q2: 197,348 shares; 2021Q3: 195,358 shares; 2021Q4: 185,536 shares 185,536 $9.55M 0.61% -9,822 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,758 shares; 2021Q1: 80,919 shares; 2021Q2: 86,758 shares; 2021Q3: 87,218 shares; 2021Q4: 86,989 shares 86,989 $8.54M 0.55% -229 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,804 shares; 2021Q1: 47,201 shares; 2021Q2: 49,234 shares; 2021Q3: 64,194 shares; 2021Q4: 64,602 shares 64,602 $8.36M 0.54% +408 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 102,965 shares; 2021Q1: 101,449 shares; 2021Q2: 91,610 shares; 2021Q3: 90,369 shares; 2021Q4: 58,672 shares 58,672 $8.26M 0.53% -31,697 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,682 shares; 2021Q1: 88,513 shares; 2021Q2: 90,973 shares; 2021Q3: 92,212 shares; 2021Q4: 91,413 shares 91,413 $7.87M 0.51% -799 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,128 shares; 2021Q1: 57,128 shares; 2021Q2: 57,128 shares; 2021Q3: 57,128 shares; 2021Q4: 57,128 shares 57,128 $7.67M 0.49% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,646 shares; 2021Q1: 77,928 shares; 2021Q2: 78,488 shares; 2021Q3: 100,371 shares; 2021Q4: 100,797 shares 100,797 $7.65M 0.49% +426 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,187 shares; 2021Q1: 39,397 shares; 2021Q2: 40,109 shares; 2021Q3: 40,294 shares; 2021Q4: 40,055 shares 40,055 $7.57M 0.49% -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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,681 shares; 2021Q1: 44,681 shares; 2021Q2: 44,397 shares; 2021Q3: 44,309 shares; 2021Q4: 41,091 shares 41,091 $7.3M 0.47% -3,218 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,391 shares; 2021Q1: 39,940 shares; 2021Q2: 40,028 shares; 2021Q3: 40,220 shares; 2021Q4: 38,299 shares 38,299 $7.22M 0.46% -1,921 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 115,596 shares; 2021Q1: 114,293 shares; 2021Q2: 114,715 shares; 2021Q3: 114,267 shares; 2021Q4: 112,218 shares 112,218 $7.11M 0.46% -2,049 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,273 shares; 2021Q1: 18,528 shares; 2021Q2: 19,740 shares; 2021Q3: 19,977 shares; 2021Q4: 19,830 shares 19,830 $6.87M 0.44% -147 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,905 shares; 2021Q1: 26,079 shares; 2021Q2: 26,909 shares; 2021Q3: 26,969 shares; 2021Q4: 26,815 shares 26,815 $6.85M 0.44% -154 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 60,521 shares; 2021Q1: 58,461 shares; 2021Q2: 57,351 shares; 2021Q3: 59,637 shares; 2021Q4: 58,225 shares 58,225 $6.81M 0.44% -1,412 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,348 shares; 2021Q1: 34,543 shares; 2021Q2: 36,000 shares; 2021Q3: 36,327 shares; 2021Q4: 35,375 shares 35,375 $6.67M 0.43% -952 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,573 shares; 2021Q1: 6,212 shares; 2021Q2: 6,271 shares; 2021Q3: 6,308 shares; 2021Q4: 6,174 shares 6,174 $6.53M 0.42% -134 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 78,288 shares; 2021Q1: 87,353 shares; 2021Q2: 91,898 shares; 2021Q3: 92,374 shares; 2021Q4: 88,659 shares 88,659 $6.34M 0.41% -3,715 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 84,103 shares; 2021Q1: 83,028 shares; 2021Q2: 80,249 shares; 2021Q3: 79,633 shares; 2021Q4: 79,033 shares 79,033 $6.06M 0.39% -600 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,602 shares; 2021Q1: 24,577 shares; 2021Q2: 24,622 shares; 2021Q3: 23,972 shares; 2021Q4: 24,439 shares 24,439 $6.03M 0.39% +467 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,632 shares; 2021Q1: 24,564 shares; 2021Q2: 24,685 shares; 2021Q3: 24,330 shares; 2021Q4: 24,230 shares 24,230 $5.97M 0.38% -100 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 102,021 shares; 2021Q1: 102,263 shares; 2021Q2: 102,655 shares; 2021Q3: 102,847 shares; 2021Q4: 99,730 shares 99,730 $5.89M 0.38% -3,117 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,145 shares; 2021Q3: 7,293 shares; 2021Q4: 7,341 shares 7,341 $5.84M 0.38% +48 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,274 shares; 2021Q1: 97,712 shares; 2021Q2: 97,157 shares; 2021Q3: 96,510 shares; 2021Q4: 92,629 shares 92,629 $5.78M 0.37% -3,881 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,476 shares; 2021Q1: 38,556 shares; 2021Q2: 38,462 shares; 2021Q3: 38,453 shares; 2021Q4: 36,378 shares 36,378 $5.55M 0.36% -2,075 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 67,046 shares; 2021Q1: 64,311 shares; 2021Q2: 63,904 shares; 2021Q3: 64,235 shares; 2021Q4: 53,295 shares 53,295 $5.53M 0.36% -10,940 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,655 shares; 2021Q1: 59,873 shares; 2021Q2: 62,845 shares; 2021Q3: 63,698 shares; 2021Q4: 63,369 shares 63,369 $5.43M 0.35% -329 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,169 shares; 2021Q1: 19,378 shares; 2021Q2: 19,359 shares; 2021Q3: 18,885 shares; 2021Q4: 18,885 shares 18,885 $5.05M 0.32% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,134 shares; 2021Q1: 26,768 shares; 2021Q2: 26,824 shares; 2021Q3: 26,586 shares; 2021Q4: 26,306 shares 26,306 $4.78M 0.31% -280 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,036 shares; 2021Q1: 28,299 shares; 2021Q2: 26,985 shares; 2021Q3: 26,917 shares; 2021Q4: 26,905 shares 26,905 $4.57M 0.29% -12 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,445 shares; 2021Q1: 21,655 shares; 2021Q2: 22,529 shares; 2021Q3: 23,496 shares; 2021Q4: 23,584 shares 23,584 $4.31M 0.28% +88 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 63,829 shares; 2021Q1: 64,812 shares; 2021Q2: 66,620 shares; 2021Q3: 67,367 shares; 2021Q4: 66,282 shares 66,282 $4.21M 0.27% -1,085 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,290 shares; 2021Q1: 45,446 shares; 2021Q2: 44,124 shares; 2021Q3: 37,053 shares; 2021Q4: 33,318 shares 33,318 $4.19M 0.27% -3,735 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,715 shares; 2021Q1: 23,371 shares; 2021Q2: 22,818 shares; 2021Q3: 23,338 shares; 2021Q4: 23,034 shares 23,034 $4.19M 0.27% -304 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112,371 shares; 2021Q1: 106,356 shares; 2021Q2: 68,671 shares; 2021Q3: 63,494 shares; 2021Q4: 56,031 shares 56,031 $4.1M 0.26% -7,463 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,669 shares; 2021Q1: 9,579 shares; 2021Q2: 9,644 shares; 2021Q3: 9,193 shares; 2021Q4: 9,495 shares 9,495 $3.78M 0.24% +302 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,226 shares; 2021Q1: 10,952 shares; 2021Q2: 11,284 shares; 2021Q3: 10,528 shares; 2021Q4: 11,972 shares 11,972 $3.66M 0.24% +1,444 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 14,020 shares; 2021Q4: 14,182 shares 14,182 $3.66M 0.23% +162 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,802 shares; 2021Q1: 17,717 shares; 2021Q2: 18,525 shares; 2021Q3: 18,526 shares; 2021Q4: 18,391 shares 18,391 $3.47M 0.22% -135 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,875 shares; 2021Q1: 20,432 shares; 2021Q2: 20,828 shares; 2021Q3: 20,828 shares; 2021Q4: 20,848 shares 20,848 $3.3M 0.21% +20 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,739 shares; 2021Q1: 25,739 shares; 2021Q2: 25,832 shares; 2021Q3: 34,179 shares; 2021Q4: 34,045 shares 34,045 $3.24M 0.21% -134 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,753 shares; 2021Q1: 38,278 shares; 2021Q2: 38,944 shares; 2021Q3: 38,913 shares; 2021Q4: 36,914 shares 36,914 $3.22M 0.21% -1,999 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65,421 shares; 2021Q1: 65,421 shares; 2021Q2: 65,421 shares; 2021Q3: 65,421 shares; 2021Q4: 65,421 shares 65,421 $3.14M 0.2% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 58,594 shares; 2021Q1: 52,994 shares; 2021Q2: 52,994 shares; 2021Q3: 52,994 shares; 2021Q4: 52,994 shares 52,994 $3.09M 0.2% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,406 shares; 2021Q1: 12,406 shares; 2021Q2: 11,868 shares; 2021Q3: 11,868 shares; 2021Q4: 11,830 shares 11,830 $3.06M 0.2% -38 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,245 shares; 2021Q1: 9,974 shares; 2021Q2: 9,967 shares; 2021Q3: 9,967 shares; 2021Q4: 9,967 shares 9,967 $3.03M 0.19% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,384 shares; 2021Q1: 49,609 shares; 2021Q2: 47,178 shares; 2021Q3: 43,778 shares; 2021Q4: 38,448 shares 38,448 $3.02M 0.19% -5,330 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,228 shares; 2021Q1: 10,228 shares; 2021Q2: 10,078 shares; 2021Q3: 10,021 shares; 2021Q4: 9,818 shares 9,818 $2.96M 0.19% -203 Timeline 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,646 shares; 2021Q1: 29,388 shares; 2021Q2: 29,388 shares; 2021Q3: 29,673 shares; 2021Q4: 30,966 shares 30,966 $2.94M 0.19% +1,293 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,823 shares; 2021Q1: 8,278 shares; 2021Q2: 9,105 shares; 2021Q3: 9,735 shares; 2021Q4: 9,635 shares 9,635 $2.88M 0.19% -100 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,030 shares; 2021Q1: 5,067 shares; 2021Q2: 14,423 shares; 2021Q3: 17,645 shares; 2021Q4: 17,229 shares 17,229 $2.87M 0.18% -416 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,220 shares; 2021Q1: 73,942 shares; 2021Q2: 88,718 shares; 2021Q3: 89,647 shares; 2021Q4: 75,420 shares 75,420 $2.81M 0.18% -14,227 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 170,153 shares; 2021Q3: 174,265 shares; 2021Q4: 138,025 shares 138,025 $2.73M 0.18% -36,240 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 70,922 shares; 2021Q1: 71,824 shares; 2021Q2: 68,756 shares; 2021Q3: 68,355 shares; 2021Q4: 68,370 shares 68,370 $2.67M 0.17% +15 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,265 shares; 2021Q1: 45,792 shares; 2021Q2: 46,631 shares; 2021Q3: 45,647 shares; 2021Q4: 43,142 shares 43,142 $2.64M 0.17% -2,505 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,360 shares; 2021Q1: 18,320 shares; 2021Q2: 18,308 shares; 2021Q3: 15,627 shares; 2021Q4: 15,832 shares 15,832 $2.58M 0.17% +205 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,301 shares; 2021Q1: 18,214 shares; 2021Q2: 17,476 shares; 2021Q3: 18,982 shares; 2021Q4: 19,174 shares 19,174 $2.54M 0.16% +192 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,631 shares; 2021Q1: 9,631 shares; 2021Q2: 9,763 shares; 2021Q3: 9,763 shares; 2021Q4: 9,763 shares 9,763 $2.52M 0.16% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares; 2021Q2: 3,500 shares; 2021Q3: 3,500 shares; 2021Q4: 3,500 shares 3,500 $2.52M 0.16% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,929 shares; 2021Q1: 41,344 shares; 2021Q2: 42,111 shares; 2021Q3: 41,506 shares; 2021Q4: 47,266 shares 47,266 $2.46M 0.16% +5,760 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,650 shares; 2021Q1: 25,708 shares; 2021Q2: 24,808 shares; 2021Q3: 24,653 shares; 2021Q4: 21,767 shares 21,767 $2.39M 0.15% -2,886 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,848 shares; 2021Q1: 17,913 shares; 2021Q2: 23,981 shares; 2021Q3: 25,256 shares; 2021Q4: 21,347 shares 21,347 $2.39M 0.15% -3,909 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,971 shares; 2021Q1: 15,971 shares; 2021Q2: 15,971 shares; 2021Q3: 15,971 shares; 2021Q4: 15,971 shares 15,971 $2.22M 0.14% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 28,000 shares; 2021Q2: 31,534 shares; 2021Q3: 32,850 shares; 2021Q4: 43,222 shares 43,222 $2.22M 0.14% +10,372 Timeline USXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,850 shares; 2021Q1: 39,207 shares; 2021Q2: 45,807 shares; 2021Q3: 56,044 shares; 2021Q4: 55,627 shares 55,627 $2.19M 0.14% -417 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,928 shares; 2021Q1: 1,928 shares; 2021Q2: 7,939 shares; 2021Q3: 7,939 shares; 2021Q4: 7,939 shares 7,939 $2.19M 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,104 shares; 2021Q1: 15,104 shares; 2021Q2: 15,104 shares; 2021Q3: 15,104 shares; 2021Q4: 15,104 shares 15,104 $2.16M 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,728 shares; 2021Q1: 12,418 shares; 2021Q2: 12,433 shares; 2021Q3: 12,244 shares; 2021Q4: 12,269 shares 12,269 $2.13M 0.14% +25 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,442 shares; 2021Q1: 31,460 shares; 2021Q2: 31,660 shares; 2021Q3: 31,560 shares; 2021Q4: 31,460 shares 31,460 $2.12M 0.14% -100 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,256 shares; 2021Q1: 13,256 shares; 2021Q2: 13,156 shares; 2021Q3: 13,156 shares; 2021Q4: 12,931 shares 12,931 $2.12M 0.14% -225 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,078 shares; 2021Q1: 10,044 shares; 2021Q2: 9,981 shares; 2021Q3: 9,981 shares; 2021Q4: 9,981 shares 9,981 $2.12M 0.14% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 884 shares; 2021Q1: 884 shares; 2021Q2: 887 shares; 2021Q3: 829 shares; 2021Q4: 829 shares 829 $1.99M 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,173 shares; 2021Q1: 25,073 shares; 2021Q2: 24,930 shares; 2021Q3: 24,930 shares; 2021Q4: 24,930 shares 24,930 $1.96M 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,960 shares; 2021Q1: 53,181 shares; 2021Q2: 106,554 shares; 2021Q3: 109,724 shares; 2021Q4: 91,090 shares 91,090 $1.93M 0.12% -18,634 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,485 shares; 2021Q1: 25,413 shares; 2021Q2: 25,396 shares; 2021Q3: 24,796 shares; 2021Q4: 24,796 shares 24,796 $1.92M 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,899 shares; 2021Q1: 6,653 shares; 2021Q2: 5,717 shares; 2021Q3: 5,562 shares; 2021Q4: 5,370 shares 5,370 $1.91M 0.12% -192 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,393 shares 1,393 $1.88M 0.12% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,183 shares; 2021Q1: 5,183 shares; 2021Q2: 5,153 shares; 2021Q3: 5,153 shares; 2021Q4: 5,153 shares 5,153 $1.77M 0.11% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,459 shares; 2021Q1: 4,459 shares; 2021Q2: 5,242 shares; 2021Q3: 5,368 shares; 2021Q4: 4,604 shares 4,604 $1.75M 0.11% -764 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,420 shares; 2021Q1: 6,821 shares; 2021Q2: 6,811 shares; 2021Q3: 6,821 shares; 2021Q4: 6,821 shares 6,821 $1.72M 0.11% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,715 shares; 2021Q1: 20,715 shares; 2021Q2: 20,622 shares; 2021Q3: 19,293 shares; 2021Q4: 17,129 shares 17,129 $1.59M 0.1% -2,164 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,879 shares; 2021Q1: 9,879 shares; 2021Q2: 9,879 shares; 2021Q3: 9,870 shares; 2021Q4: 9,053 shares 9,053 $1.58M 0.1% -817 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,027 shares; 2021Q1: 5,654 shares; 2021Q2: 5,822 shares; 2021Q3: 5,069 shares; 2021Q4: 4,870 shares 4,870 $1.58M 0.1% -199 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,289 shares; 2021Q1: 25,912 shares; 2021Q2: 24,431 shares; 2021Q3: 25,647 shares; 2021Q4: 26,536 shares 26,536 $1.57M 0.1% +889 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,796 shares; 2021Q1: 17,678 shares; 2021Q2: 17,512 shares; 2021Q3: 17,512 shares; 2021Q4: 17,476 shares 17,476 $1.55M 0.1% -36 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,930 shares; 2021Q1: 25,930 shares; 2021Q2: 25,805 shares; 2021Q3: 25,355 shares; 2021Q4: 25,105 shares 25,105 $1.54M 0.1% -250 Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,790 shares; 2021Q1: 12,713 shares; 2021Q2: 11,948 shares; 2021Q3: 13,064 shares; 2021Q4: 13,148 shares 13,148 $1.54M 0.1% +84 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,942 shares; 2021Q1: 11,902 shares; 2021Q2: 11,902 shares; 2021Q3: 11,702 shares; 2021Q4: 11,150 shares 11,150 $1.49M 0.1% -552 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,171 shares; 2021Q1: 14,171 shares; 2021Q2: 14,130 shares; 2021Q3: 14,047 shares; 2021Q4: 14,047 shares 14,047 $1.47M 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,618 shares; 2021Q1: 15,596 shares; 2021Q2: 15,725 shares; 2021Q3: 15,596 shares; 2021Q4: 15,412 shares 15,412 $1.46M 0.09% -184 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 5,400 shares; 2021Q4: 5,400 shares 5,400 $1.36M 0.09% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 14,274 shares; 2021Q4: 14,262 shares 14,262 $1.35M 0.09% -12 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,044 shares; 2021Q1: 3,010 shares; 2021Q2: 3,010 shares; 2021Q3: 3,010 shares; 2021Q4: 2,940 shares 2,940 $1.3M 0.08% -70 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,731 shares; 2021Q1: 6,731 shares; 2021Q2: 6,731 shares; 2021Q3: 6,731 shares; 2021Q4: 6,264 shares 6,264 $1.26M 0.08% -467 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,400 shares; 2021Q1: 6,400 shares; 2021Q2: 6,400 shares; 2021Q3: 6,400 shares; 2021Q4: 6,400 shares 6,400 $1.26M 0.08% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 653 shares; 2021Q1: 2,019 shares; 2021Q2: 2,081 shares; 2021Q3: 2,161 shares; 2021Q4: 2,619 shares 2,619 $1.25M 0.08% +458 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 53,409 shares; 2021Q1: 53,394 shares; 2021Q2: 53,394 shares; 2021Q3: 52,144 shares; 2021Q4: 52,937 shares 52,937 $1.25M 0.08% +793 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,069 shares; 2021Q1: 2,069 shares; 2021Q2: 2,069 shares; 2021Q3: 2,069 shares; 2021Q4: 2,065 shares 2,065 $1.24M 0.08% -4 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,532 shares; 2021Q1: 8,826 shares; 2021Q2: 8,826 shares; 2021Q3: 8,826 shares; 2021Q4: 8,826 shares 8,826 $1.24M 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,640 shares; 2021Q1: 25,860 shares; 2021Q2: 27,288 shares; 2021Q3: 26,388 shares; 2021Q4: 23,326 shares 23,326 $1.17M 0.08% -3,062 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,526 shares; 2021Q1: 11,526 shares; 2021Q2: 11,284 shares; 2021Q3: 11,284 shares; 2021Q4: 11,284 shares 11,284 $1.17M 0.07% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,707 shares; 2021Q1: 2,707 shares; 2021Q2: 2,682 shares; 2021Q3: 2,357 shares; 2021Q4: 2,357 shares 2,357 $1.12M 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,422 shares; 2021Q1: 11,648 shares; 2021Q2: 11,924 shares; 2021Q3: 11,974 shares; 2021Q4: 11,966 shares 11,966 $1.12M 0.07% -8 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,896 shares; 2021Q1: 15,160 shares; 2021Q2: 16,049 shares; 2021Q3: 13,687 shares; 2021Q4: 13,582 shares 13,582 $1.09M 0.07% -105 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,276 shares; 2021Q1: 3,276 shares; 2021Q2: 3,230 shares; 2021Q3: 3,207 shares; 2021Q4: 3,107 shares 3,107 $1.08M 0.07% -100 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 34,218 shares; 2021Q1: 32,979 shares; 2021Q2: 32,041 shares; 2021Q3: 32,041 shares; 2021Q4: 32,531 shares 32,531 $1.07M 0.07% +490 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,090 shares; 2021Q1: 6,090 shares; 2021Q2: 6,090 shares; 2021Q3: 6,090 shares; 2021Q4: 6,090 shares 6,090 $1.03M 0.07% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,744 shares; 2021Q1: 8,744 shares; 2021Q2: 8,744 shares; 2021Q3: 8,744 shares; 2021Q4: 8,744 shares 8,744 $1.02M 0.07% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,628 shares; 2021Q1: 12,033 shares; 2021Q2: 12,033 shares; 2021Q3: 12,033 shares; 2021Q4: 12,033 shares 12,033 $1.01M 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,798 shares; 2021Q1: 5,798 shares; 2021Q2: 5,797 shares; 2021Q3: 5,797 shares; 2021Q4: 5,797 shares 5,797 $1M 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,311 shares; 2021Q1: 14,635 shares; 2021Q2: 13,217 shares; 2021Q3: 12,952 shares; 2021Q4: 12,952 shares 12,952 $988K 0.06% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,598 shares; 2021Q1: 11,598 shares; 2021Q2: 11,598 shares; 2021Q3: 11,598 shares; 2021Q4: 11,524 shares 11,524 $983K 0.06% -74 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,200 shares; 2021Q1: 5,200 shares; 2021Q2: 5,422 shares; 2021Q3: 5,422 shares; 2021Q4: 5,622 shares 5,622 $977K 0.06% +200 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,465 shares; 2021Q1: 14,465 shares; 2021Q2: 14,465 shares; 2021Q3: 14,455 shares; 2021Q4: 14,355 shares 14,355 $952K 0.06% -100 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,300 shares; 2021Q1: 4,300 shares; 2021Q2: 4,300 shares; 2021Q3: 4,300 shares; 2021Q4: 4,300 shares 4,300 $950K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,067 shares; 2021Q1: 5,180 shares; 2021Q2: 5,180 shares; 2021Q3: 5,180 shares; 2021Q4: 8,145 shares 8,145 $945K 0.06% +2,965 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,000 shares; 2021Q1: 26,000 shares; 2021Q2: 26,000 shares; 2021Q3: 26,000 shares; 2021Q4: 26,000 shares 26,000 $944K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,875 shares; 2021Q1: 2,875 shares; 2021Q2: 2,875 shares; 2021Q3: 2,875 shares; 2021Q4: 2,875 shares 2,875 $923K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,320 shares; 2021Q1: 10,320 shares; 2021Q2: 10,320 shares; 2021Q3: 10,320 shares; 2021Q4: 10,820 shares 10,820 $923K 0.06% +500 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,856 shares; 2021Q1: 9,856 shares; 2021Q2: 9,856 shares; 2021Q3: 9,856 shares; 2021Q4: 9,856 shares 9,856 $917K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,037 shares; 2021Q1: 5,037 shares; 2021Q2: 5,098 shares; 2021Q3: 5,098 shares; 2021Q4: 5,098 shares 5,098 $851K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,835 shares; 2021Q1: 3,035 shares; 2021Q2: 2,935 shares; 2021Q3: 3,761 shares; 2021Q4: 3,761 shares 3,761 $850K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,314 shares; 2021Q1: 13,581 shares; 2021Q2: 14,592 shares; 2021Q3: 13,990 shares; 2021Q4: 13,990 shares 13,990 $828K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,895 shares; 2021Q1: 8,895 shares; 2021Q2: 8,895 shares; 2021Q3: 8,895 shares; 2021Q4: 8,895 shares 8,895 $827K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,415 shares; 2021Q1: 18,927 shares; 2021Q2: 18,927 shares; 2021Q3: 18,927 shares; 2021Q4: 17,327 shares 17,327 $821K 0.05% -1,600 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,318 shares; 2021Q1: 17,318 shares; 2021Q2: 18,137 shares; 2021Q3: 13,811 shares; 2021Q4: 12,651 shares 12,651 $810K 0.05% -1,160 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,655 shares; 2021Q1: 3,655 shares; 2021Q2: 3,723 shares; 2021Q3: 3,131 shares; 2021Q4: 3,138 shares 3,138 $799K 0.05% +7 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,572 shares; 2021Q1: 41,572 shares; 2021Q2: 41,572 shares; 2021Q3: 41,572 shares; 2021Q4: 41,772 shares 41,772 $786K 0.05% +200 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,176 shares; 2021Q1: 9,176 shares; 2021Q2: 18,926 shares; 2021Q3: 18,876 shares; 2021Q4: 9,706 shares 9,706 $785K 0.05% -9,170 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,071 shares; 2021Q1: 11,071 shares; 2021Q2: 11,071 shares; 2021Q3: 11,071 shares; 2021Q4: 11,571 shares 11,571 $769K 0.05% +500 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,341 shares; 2021Q1: 5,341 shares; 2021Q2: 5,340 shares; 2021Q3: 5,340 shares; 2021Q4: 5,340 shares 5,340 $743K 0.05% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,440 shares; 2021Q1: 6,650 shares; 2021Q2: 6,470 shares; 2021Q3: 6,345 shares; 2021Q4: 6,250 shares 6,250 $736K 0.05% -95 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,166 shares; 2021Q1: 4,166 shares; 2021Q2: 3,966 shares; 2021Q3: 3,966 shares; 2021Q4: 3,966 shares 3,966 $725K 0.05% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,836 shares; 2021Q1: 41,239 shares; 2021Q2: 38,015 shares; 2021Q3: 37,829 shares; 2021Q4: 29,016 shares 29,016 $714K 0.05% -8,813 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,000 shares; 2021Q1: 30,000 shares; 2021Q2: 30,000 shares; 2021Q3: 30,000 shares; 2021Q4: 30,000 shares 30,000 $707K 0.05% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,769 shares; 2021Q1: 1,769 shares; 2021Q2: 1,769 shares; 2021Q3: 1,769 shares; 2021Q4: 1,769 shares 1,769 $691K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,707 shares; 2021Q1: 4,707 shares; 2021Q2: 4,854 shares; 2021Q3: 4,854 shares; 2021Q4: 4,854 shares 4,854 $663K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,662 shares; 2021Q1: 2,662 shares; 2021Q2: 2,854 shares; 2021Q3: 2,854 shares; 2021Q4: 2,854 shares 2,854 $661K 0.04% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 386 shares; 2021Q1: 386 shares; 2021Q2: 386 shares; 2021Q3: 376 shares; 2021Q4: 376 shares 376 $638K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,307 shares; 2021Q1: 6,307 shares; 2021Q2: 6,307 shares; 2021Q3: 6,307 shares; 2021Q4: 6,307 shares 6,307 $629K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,764 shares; 2021Q1: 3,764 shares; 2021Q2: 3,935 shares; 2021Q3: 3,935 shares; 2021Q4: 3,935 shares 3,935 $628K 0.04% 0 Timeline 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,557 shares; 2021Q1: 10,524 shares; 2021Q2: 10,524 shares; 2021Q3: 9,964 shares; 2021Q4: 9,964 shares 9,964 $607K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,128 shares; 2021Q1: 29,628 shares; 2021Q2: 29,428 shares; 2021Q3: 28,528 shares; 2021Q4: 27,628 shares 27,628 $591K 0.04% -900 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,497 shares; 2021Q1: 5,497 shares; 2021Q2: 5,524 shares; 2021Q3: 5,524 shares; 2021Q4: 5,524 shares 5,524 $561K 0.04% 0 Timeline BSCQ 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 25,308 shares 25,308 $536K 0.03% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,000 shares; 2021Q1: 2,025 shares; 2021Q2: 2,025 shares; 2021Q3: 2,025 shares; 2021Q4: 2,025 shares 2,025 $524K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,485 shares; 2021Q3: 2,520 shares; 2021Q4: 2,500 shares 2,500 $511K 0.03% -20 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,550 shares; 2021Q1: 6,550 shares; 2021Q2: 6,550 shares; 2021Q3: 6,550 shares; 2021Q4: 6,575 shares 6,575 $504K 0.03% +25 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,592 shares; 2021Q1: 5,858 shares; 2021Q2: 5,401 shares; 2021Q3: 5,743 shares; 2021Q4: 5,743 shares 5,743 $501K 0.03% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,764 shares; 2021Q1: 1,764 shares; 2021Q2: 1,764 shares; 2021Q3: 1,764 shares; 2021Q4: 1,764 shares 1,764 $496K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 86,035 shares; 2021Q4: 86,035 shares 86,035 $489K 0.03% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,000 shares; 2021Q1: 4,077 shares; 2021Q2: 4,077 shares; 2021Q3: 4,077 shares; 2021Q4: 4,018 shares 4,018 $448K 0.03% -59 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,617 shares; 2021Q1: 53,014 shares; 2021Q2: 51,953 shares; 2021Q3: 39,094 shares; 2021Q4: 39,094 shares 39,094 $439K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,200 shares; 2021Q1: 8,500 shares; 2021Q2: 8,500 shares; 2021Q3: 8,400 shares; 2021Q4: 8,400 shares 8,400 $437K 0.03% 0 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,350 shares; 2021Q1: 3,200 shares; 2021Q2: 3,110 shares; 2021Q3: 3,096 shares; 2021Q4: 3,096 shares 3,096 $436K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,699 shares; 2021Q1: 6,699 shares; 2021Q2: 5,208 shares; 2021Q3: 4,849 shares; 2021Q4: 4,874 shares 4,874 $426K 0.03% +25 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,750 shares; 2021Q1: 3,750 shares; 2021Q2: 11,250 shares; 2021Q3: 11,250 shares; 2021Q4: 11,250 shares 11,250 $423K 0.03% 0 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,800 shares; 2021Q1: 17,850 shares; 2021Q2: 17,850 shares; 2021Q3: 17,850 shares; 2021Q4: 18,850 shares 18,850 $405K 0.03% +1,000 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,261 shares; 2021Q3: 3,261 shares; 2021Q4: 4,520 shares 4,520 $397K 0.03% +1,259 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,207 shares; 2021Q1: 2,522 shares; 2021Q2: 2,391 shares; 2021Q3: 2,391 shares; 2021Q4: 1,692 shares 1,692 $397K 0.03% -699 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,237 shares; 2021Q1: 3,237 shares; 2021Q2: 3,237 shares; 2021Q3: 3,237 shares; 2021Q4: 1,564 shares 1,564 $382K 0.02% -1,673 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,018 shares; 2021Q1: 5,018 shares; 2021Q2: 5,018 shares; 2021Q3: 5,018 shares; 2021Q4: 5,018 shares 5,018 $374K 0.02% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 870 shares; 2021Q3: 870 shares; 2021Q4: 870 shares 870 $374K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,713 shares; 2021Q1: 2,713 shares; 2021Q2: 2,713 shares; 2021Q3: 2,713 shares; 2021Q4: 2,713 shares 2,713 $371K 0.02% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,670 shares; 2021Q1: 7,618 shares; 2021Q2: 7,705 shares; 2021Q3: 7,705 shares; 2021Q4: 7,493 shares 7,493 $371K 0.02% -212 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,246 shares; 2021Q1: 4,246 shares; 2021Q2: 4,246 shares; 2021Q3: 4,246 shares; 2021Q4: 4,666 shares 4,666 $367K 0.02% +420 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,612 shares; 2021Q1: 1,603 shares; 2021Q2: 1,596 shares; 2021Q3: 1,596 shares; 2021Q4: 1,596 shares 1,596 $366K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,207 shares; 2021Q1: 4,467 shares; 2021Q2: 4,467 shares; 2021Q3: 4,467 shares; 2021Q4: 4,467 shares 4,467 $361K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,700 shares; 2021Q1: 9,050 shares; 2021Q2: 8,575 shares; 2021Q3: 8,575 shares; 2021Q4: 8,700 shares 8,700 $343K 0.02% +125 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,435 shares; 2021Q1: 1,435 shares; 2021Q2: 1,435 shares; 2021Q3: 1,435 shares; 2021Q4: 1,435 shares 1,435 $328K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,025 shares; 2021Q1: 1,001 shares; 2021Q2: 1,088 shares; 2021Q3: 1,088 shares; 2021Q4: 1,088 shares 1,088 $324K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,400 shares; 2021Q1: 8,400 shares; 2021Q2: 8,400 shares; 2021Q3: 8,400 shares; 2021Q4: 8,400 shares 8,400 $316K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 535 shares; 2021Q1: 535 shares; 2021Q2: 531 shares; 2021Q3: 478 shares; 2021Q4: 478 shares 478 $315K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,525 shares; 2021Q1: 2,525 shares; 2021Q2: 2,525 shares; 2021Q3: 2,525 shares; 2021Q4: 2,525 shares 2,525 $303K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,188 shares; 2021Q1: 2,188 shares; 2021Q2: 2,188 shares; 2021Q3: 2,188 shares; 2021Q4: 2,507 shares 2,507 $291K 0.02% +319 EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,072 shares; 2021Q1: 5,072 shares; 2021Q2: 5,072 shares; 2021Q3: 5,072 shares; 2021Q4: 4,172 shares 4,172 $286K 0.02% -900 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10,386 shares; 2021Q2: 12,386 shares; 2021Q3: 12,386 shares; 2021Q4: 12,986 shares 12,986 $283K 0.02% +600 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,145 shares; 2021Q1: not reported; 2021Q2: 1,460 shares; 2021Q3: 1,460 shares; 2021Q4: 1,460 shares 1,460 $282K 0.02% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,747 shares; 2021Q1: 13,348 shares; 2021Q2: 13,348 shares; 2021Q3: 13,019 shares; 2021Q4: 13,019 shares 13,019 $280K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,558 shares; 2021Q1: 5,558 shares; 2021Q2: 5,558 shares; 2021Q3: 5,558 shares; 2021Q4: 5,558 shares 5,558 $271K 0.02% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,205 shares; 2021Q1: 9,205 shares; 2021Q2: 9,205 shares; 2021Q3: 9,205 shares; 2021Q4: 1,580 shares 1,580 $266K 0.02% -7,625 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,000 shares 5,000 $252K 0.02% new Timeline OATLY GROUP AB OATLY GROUP AB More: the full row for OATLY GROUP AB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 31,226 shares 31,226 $249K 0.02% new 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,545 shares; 2021Q1: 6,601 shares; 2021Q2: 6,601 shares; 2021Q3: 6,601 shares; 2021Q4: 6,601 shares 6,601 $242K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,593 shares; 2021Q2: 1,593 shares; 2021Q3: 1,593 shares; 2021Q4: 1,593 shares 1,593 $240K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,430 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,365 shares 1,365 $213K 0.01% new Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 623 shares 623 $211K 0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,050 shares 1,050 $211K 0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,006 shares 1,006 $208K 0.01% new Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,776 shares; 2021Q4: 4,091 shares 4,091 $205K 0.01% -685 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,460 shares; 2021Q1: 5,460 shares; 2021Q2: 5,460 shares; 2021Q3: 5,460 shares; 2021Q4: 3,537 shares 3,537 $201K 0.01% -1,923 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares 10,000 $142K 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,353 shares; 2021Q1: 33,353 shares; 2021Q2: 33,353 shares; 2021Q3: 33,353 shares; 2021Q4: 33,353 shares 33,353 $33K <0.01% 0