AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 361,322 shares; 2021Q1: 360,715 shares; 2021Q2: 322,911 shares; 2021Q3: 311,809 shares; 2021Q4: 271,806 shares; 2022Q1: 209,632 shares 209,632 $36.6M 6.92% -62,174 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 132,303 shares; 2021Q1: 127,771 shares; 2021Q2: 124,713 shares; 2021Q3: 123,751 shares; 2021Q4: 98,141 shares; 2022Q1: 50,498 shares 50,498 $15.6M 2.94% -47,643 Timeline QGRO AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 179,730 shares; 2021Q1: 178,169 shares; 2021Q2: 232,496 shares; 2021Q3: 223,138 shares; 2021Q4: 221,559 shares; 2022Q1: 218,875 shares 218,875 $14.9M 2.81% -2,684 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 436,360 shares; 2021Q1: 434,169 shares; 2021Q2: 381,160 shares; 2021Q3: 370,746 shares; 2021Q4: 350,464 shares; 2022Q1: 303,053 shares 303,053 $14.9M 2.81% -47,411 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 260,777 shares; 2021Q1: 258,395 shares; 2021Q2: 287,604 shares; 2021Q3: 279,651 shares; 2021Q4: 276,515 shares; 2022Q1: 274,670 shares 274,670 $13.7M 2.58% -1,845 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 333,007 shares; 2021Q1: 329,804 shares; 2021Q2: 285,133 shares; 2021Q3: 277,149 shares; 2021Q4: 246,593 shares; 2022Q1: 238,980 shares 238,980 $10.7M 2.02% -7,613 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,991 shares; 2021Q1: 8,022 shares; 2021Q2: 7,870 shares; 2021Q3: 7,752 shares; 2021Q4: 5,431 shares; 2022Q1: 3,258 shares 3,258 $10.6M 2.01% -2,173 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 114,042 shares; 2021Q1: 113,623 shares; 2021Q2: 111,730 shares; 2021Q3: 112,003 shares; 2021Q4: 105,789 shares; 2022Q1: 98,500 shares 98,500 $9.87M 1.86% -7,289 Timeline PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 280,102 shares 280,102 $9.63M 1.82% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 137,665 shares; 2021Q1: 142,416 shares; 2021Q2: 187,050 shares; 2021Q3: 180,989 shares; 2021Q4: 182,562 shares; 2022Q1: 182,018 shares 182,018 $8.22M 1.55% -544 Timeline FAAR FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 186,691 shares; 2021Q1: 212,468 shares; 2021Q2: 251,099 shares; 2021Q3: 245,599 shares; 2021Q4: 242,802 shares; 2022Q1: 238,073 shares 238,073 $8.06M 1.52% -4,729 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 46,919 shares; 2021Q1: 44,994 shares; 2021Q2: 43,963 shares; 2021Q3: 43,380 shares; 2021Q4: 36,236 shares; 2022Q1: 24,117 shares 24,117 $7.22M 1.36% -12,119 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 125,770 shares; 2021Q1: 135,260 shares; 2021Q2: 139,368 shares; 2021Q3: 139,200 shares; 2021Q4: 113,686 shares; 2022Q1: 96,940 shares 96,940 $7.08M 1.34% -16,746 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,875 shares; 2021Q1: 19,761 shares; 2021Q2: 19,156 shares; 2021Q3: 75,306 shares; 2021Q4: 48,788 shares; 2022Q1: 24,639 shares 24,639 $6.72M 1.27% -24,149 Timeline FCTR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,608 shares; 2021Q1: 26,982 shares; 2021Q2: 213,142 shares; 2021Q3: 204,239 shares; 2021Q4: 205,301 shares; 2022Q1: 202,415 shares 202,415 $6.63M 1.25% -2,886 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 313,871 shares; 2021Q1: 315,974 shares; 2021Q2: 202,699 shares; 2021Q3: 112,889 shares; 2021Q4: 110,887 shares; 2022Q1: 110,976 shares 110,976 $5.74M 1.09% +89 Timeline OVT LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 40,390 shares; 2021Q3: 274,977 shares; 2021Q4: 259,897 shares; 2022Q1: 241,943 shares 241,943 $5.65M 1.07% -17,954 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,502 shares; 2021Q1: 18,854 shares; 2021Q2: 20,671 shares; 2021Q3: 25,422 shares; 2021Q4: 25,484 shares; 2022Q1: 23,910 shares 23,910 $5.53M 1.05% -1,574 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,099 shares; 2021Q1: 19,965 shares; 2021Q2: 20,065 shares; 2021Q3: 19,828 shares; 2021Q4: 15,151 shares; 2022Q1: 8,866 shares 8,866 $5.52M 1.04% -6,285 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,246 shares; 2021Q1: 38,212 shares; 2021Q2: 39,191 shares; 2021Q3: 42,817 shares; 2021Q4: 35,904 shares; 2022Q1: 35,552 shares 35,552 $5.43M 1.03% -352 Timeline ECOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 17,538 shares; 2021Q2: 212,397 shares; 2021Q3: 214,297 shares; 2021Q4: 217,955 shares; 2022Q1: 226,963 shares 226,963 $5.42M 1.02% +9,008 Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,899 shares; 2021Q1: 48,337 shares; 2021Q2: 177,083 shares; 2021Q3: 171,314 shares; 2021Q4: 172,078 shares; 2022Q1: 173,579 shares 173,579 $5.42M 1.02% +1,501 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 62,424 shares; 2021Q1: 62,193 shares; 2021Q2: 59,659 shares; 2021Q3: 42,876 shares; 2021Q4: 43,749 shares; 2022Q1: 42,492 shares 42,492 $5.36M 1.01% -1,257 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50,093 shares; 2021Q1: 51,811 shares; 2021Q2: 51,071 shares; 2021Q3: 50,086 shares; 2021Q4: 44,433 shares; 2022Q1: 29,135 shares 29,135 $5.16M 0.98% -15,298 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,905 shares; 2021Q1: 32,851 shares; 2021Q2: 24,280 shares; 2021Q3: 23,717 shares; 2021Q4: 18,522 shares; 2022Q1: 13,142 shares 13,142 $4.67M 0.88% -5,380 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,553 shares; 2021Q1: 16,022 shares; 2021Q2: 103,939 shares; 2021Q3: 100,778 shares; 2021Q4: 96,107 shares; 2022Q1: 93,279 shares 93,279 $4.57M 0.86% -2,828 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112,055 shares; 2021Q1: 107,545 shares; 2021Q2: 91,917 shares; 2021Q3: 89,562 shares; 2021Q4: 88,681 shares; 2022Q1: 82,829 shares 82,829 $4.53M 0.86% -5,852 Timeline IMCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,723 shares; 2021Q1: 8,795 shares; 2021Q2: 74,562 shares; 2021Q3: 71,984 shares; 2021Q4: 69,878 shares; 2022Q1: 70,087 shares 70,087 $4.5M 0.85% +209 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 227,270 shares; 2021Q1: 168,537 shares; 2021Q2: 158,948 shares; 2021Q3: 167,591 shares; 2021Q4: 153,044 shares; 2022Q1: 296,463 shares 296,463 $4.38M 0.83% +143,419 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,558 shares; 2021Q1: 28,769 shares; 2021Q2: 32,799 shares; 2021Q3: 32,628 shares; 2021Q4: 24,112 shares; 2022Q1: 20,238 shares 20,238 $4.3M 0.81% -3,874 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,370 shares; 2021Q1: 16,263 shares; 2021Q2: 16,038 shares; 2021Q3: 15,828 shares; 2021Q4: 11,897 shares; 2022Q1: 7,229 shares 7,229 $4.27M 0.81% -4,668 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,355 shares; 2021Q1: 47,849 shares; 2021Q2: 43,344 shares; 2021Q3: 42,907 shares; 2021Q4: 42,891 shares; 2022Q1: 40,373 shares 40,373 $4.16M 0.79% -2,518 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,870 shares; 2021Q1: 33,378 shares; 2021Q2: 31,657 shares; 2021Q3: 31,406 shares; 2021Q4: 27,836 shares; 2022Q1: 18,380 shares 18,380 $4.07M 0.77% -9,456 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 64,560 shares; 2021Q1: 66,126 shares; 2021Q2: 33,725 shares; 2021Q3: 34,003 shares; 2021Q4: 42,057 shares; 2022Q1: 35,583 shares 35,583 $3.99M 0.75% -6,474 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,151 shares; 2021Q1: 15,181 shares; 2021Q2: 14,904 shares; 2021Q3: 14,667 shares; 2021Q4: 10,712 shares; 2022Q1: 6,921 shares 6,921 $3.98M 0.75% -3,791 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,880 shares; 2021Q1: 3,413 shares; 2021Q2: 3,311 shares; 2021Q3: 3,264 shares; 2021Q4: 2,408 shares; 2022Q1: 1,422 shares 1,422 $3.96M 0.75% -986 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 99,023 shares; 2021Q3: 95,508 shares; 2021Q4: 96,250 shares; 2022Q1: 97,605 shares 97,605 $3.91M 0.74% +1,355 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 68,985 shares 68,985 $3.79M 0.72% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,183 shares; 2021Q1: 45,626 shares; 2021Q2: 50,188 shares; 2021Q3: 50,755 shares; 2021Q4: 49,885 shares; 2022Q1: 44,779 shares 44,779 $3.77M 0.71% -5,106 Timeline QINT AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 80,008 shares; 2021Q3: 76,905 shares; 2021Q4: 75,541 shares; 2022Q1: 76,669 shares 76,669 $3.51M 0.66% +1,128 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,776 shares; 2021Q1: 22,379 shares; 2021Q2: 21,730 shares; 2021Q3: 21,197 shares; 2021Q4: 13,710 shares; 2022Q1: 7,686 shares 7,686 $3.5M 0.66% -6,024 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,105 shares; 2021Q1: 32,586 shares; 2021Q2: 32,133 shares; 2021Q3: 32,299 shares; 2021Q4: 26,403 shares; 2022Q1: 15,613 shares 15,613 $3.46M 0.65% -10,790 Timeline JSML JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 60,578 shares; 2021Q3: 58,110 shares; 2021Q4: 58,703 shares; 2022Q1: 60,242 shares 60,242 $3.46M 0.65% +1,539 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,973 shares; 2021Q1: 42,107 shares; 2021Q2: 39,665 shares; 2021Q3: 38,679 shares; 2021Q4: 33,908 shares; 2022Q1: 25,198 shares 25,198 $3.44M 0.65% -8,710 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,432 shares; 2021Q1: 40,737 shares; 2021Q2: 38,540 shares; 2021Q3: 37,561 shares; 2021Q4: 31,247 shares; 2022Q1: 29,370 shares 29,370 $3.4M 0.64% -1,877 Timeline CATALENT INC USD 0.01 CATALENT INC USD 0.01 More: the full row for CATALENT INC USD 0.01 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 30,465 shares 30,465 $3.38M 0.64% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112,107 shares; 2021Q1: 110,508 shares; 2021Q2: 109,532 shares; 2021Q3: 97,750 shares; 2021Q4: 82,537 shares; 2022Q1: 59,479 shares 59,479 $3.32M 0.63% -23,058 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 76,479 shares; 2021Q1: 67,322 shares; 2021Q2: 66,199 shares; 2021Q3: 64,381 shares; 2021Q4: 45,258 shares; 2022Q1: 24,056 shares 24,056 $3.17M 0.6% -21,202 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,325 shares; 2021Q1: 37,425 shares; 2021Q2: 39,145 shares; 2021Q3: 41,090 shares; 2021Q4: 21,183 shares; 2022Q1: 27,659 shares 27,659 $3.15M 0.6% +6,476 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,061 shares; 2021Q1: 7,269 shares; 2021Q2: 7,241 shares; 2021Q3: 7,139 shares; 2021Q4: 6,720 shares; 2022Q1: 6,740 shares 6,740 $3.04M 0.58% +20 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,767 shares; 2021Q1: 33,899 shares; 2021Q2: 34,551 shares; 2021Q3: 34,005 shares; 2021Q4: 26,031 shares; 2022Q1: 16,510 shares 16,510 $3.03M 0.57% -9,521 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,506 shares; 2021Q1: 41,050 shares; 2021Q2: 38,935 shares; 2021Q3: 38,358 shares; 2021Q4: 30,192 shares; 2022Q1: 21,426 shares 21,426 $2.94M 0.56% -8,766 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 16,329 shares; 2022Q1: 26,275 shares 26,275 $2.83M 0.53% +9,946 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,701 shares; 2021Q1: 21,969 shares; 2021Q2: 28,238 shares; 2021Q3: 27,973 shares; 2021Q4: 22,082 shares; 2022Q1: 13,218 shares 13,218 $2.78M 0.53% -8,864 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,466 shares; 2021Q1: 12,179 shares; 2021Q2: 12,352 shares; 2021Q3: 10,159 shares; 2021Q4: 9,530 shares; 2022Q1: 7,883 shares 7,883 $2.78M 0.53% -1,647 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,511 shares; 2021Q1: 26,504 shares; 2021Q2: 28,526 shares; 2021Q3: 29,152 shares; 2021Q4: 29,034 shares; 2022Q1: 27,362 shares 27,362 $2.77M 0.52% -1,672 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,780 shares; 2021Q1: 33,644 shares; 2021Q2: 30,581 shares; 2021Q3: 40,197 shares; 2021Q4: 45,428 shares; 2022Q1: 57,822 shares 57,822 $2.72M 0.51% +12,394 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,006 shares; 2021Q1: 96,840 shares; 2021Q2: 37,250 shares; 2021Q3: 37,308 shares; 2021Q4: 60,111 shares; 2022Q1: 50,863 shares 50,863 $2.6M 0.49% -9,248 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 85,461 shares; 2021Q1: 91,172 shares; 2021Q2: 91,179 shares; 2021Q3: 89,316 shares; 2021Q4: 83,266 shares; 2022Q1: 108,510 shares 108,510 $2.56M 0.48% +25,244 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,553 shares; 2021Q1: 13,484 shares; 2021Q2: 14,157 shares; 2021Q3: 14,491 shares; 2021Q4: 14,982 shares; 2022Q1: 19,489 shares 19,489 $2.56M 0.48% +4,507 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,418 shares; 2021Q1: 47,669 shares; 2021Q2: 44,599 shares; 2021Q3: 45,158 shares; 2021Q4: 44,612 shares; 2022Q1: 41,267 shares 41,267 $2.56M 0.48% -3,345 Timeline PAMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 75,507 shares; 2021Q3: 72,526 shares; 2021Q4: 71,200 shares; 2022Q1: 71,969 shares 71,969 $2.55M 0.48% +769 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,740 shares; 2021Q1: 35,375 shares; 2021Q2: 41,916 shares; 2021Q3: 41,499 shares; 2021Q4: 41,258 shares; 2022Q1: 47,452 shares 47,452 $2.53M 0.48% +6,194 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,015 shares; 2021Q1: 21,926 shares; 2021Q2: 19,901 shares; 2021Q3: 20,116 shares; 2021Q4: 20,788 shares; 2022Q1: 18,748 shares 18,748 $2.47M 0.47% -2,040 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 55,449 shares; 2021Q1: 55,626 shares; 2021Q2: 59,457 shares; 2021Q3: 59,824 shares; 2021Q4: 60,677 shares; 2022Q1: 49,725 shares 49,725 $2.46M 0.47% -10,952 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 109,606 shares; 2021Q3: 107,056 shares; 2021Q4: 109,493 shares; 2022Q1: 107,532 shares 107,532 $2.45M 0.46% -1,961 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,661 shares; 2021Q1: 7,039 shares; 2021Q2: 7,191 shares; 2021Q3: 7,890 shares; 2021Q4: 11,789 shares; 2022Q1: 10,764 shares 10,764 $2.45M 0.46% -1,025 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,450 shares; 2021Q1: 24,895 shares; 2021Q2: 23,930 shares; 2021Q3: 22,103 shares; 2021Q4: 14,244 shares; 2022Q1: 11,015 shares 11,015 $2.45M 0.46% -3,229 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,708 shares; 2021Q1: 25,570 shares; 2021Q2: 26,378 shares; 2021Q3: 27,065 shares; 2021Q4: 22,975 shares; 2022Q1: 23,501 shares 23,501 $2.35M 0.44% +526 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,391 shares; 2021Q1: 11,360 shares; 2021Q2: 12,046 shares; 2021Q3: 11,933 shares; 2021Q4: 9,251 shares; 2022Q1: 6,171 shares 6,171 $2.31M 0.44% -3,080 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,258 shares; 2021Q1: 13,000 shares; 2021Q2: 7,857 shares; 2021Q3: 7,076 shares; 2021Q4: 6,879 shares; 2022Q1: 5,066 shares 5,066 $2.3M 0.43% -1,813 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,290 shares; 2021Q1: 7,487 shares; 2021Q2: 7,093 shares; 2021Q3: 7,107 shares; 2021Q4: 6,565 shares; 2022Q1: 10,375 shares 10,375 $2.23M 0.42% +3,810 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,474 shares; 2021Q1: 11,555 shares; 2021Q2: 15,976 shares; 2021Q3: 14,282 shares; 2021Q4: 14,509 shares; 2022Q1: 16,237 shares 16,237 $2.22M 0.42% +1,728 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,550 shares; 2021Q1: 19,947 shares; 2021Q2: 19,210 shares; 2021Q3: 18,568 shares; 2021Q4: 19,001 shares; 2022Q1: 13,832 shares 13,832 $2.11M 0.4% -5,169 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,176 shares; 2021Q1: 16,163 shares; 2021Q2: 15,036 shares; 2021Q3: 15,900 shares; 2021Q4: 14,425 shares; 2022Q1: 12,328 shares 12,328 $2.01M 0.38% -2,097 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,622 shares; 2021Q1: 43,002 shares; 2021Q2: 44,587 shares; 2021Q3: 46,205 shares; 2021Q4: 48,114 shares; 2022Q1: 52,996 shares 52,996 $1.99M 0.38% +4,882 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,150 shares; 2021Q1: 1,150 shares; 2021Q2: 1,150 shares; 2021Q3: 1,750 shares; 2021Q4: 8,666 shares; 2022Q1: 7,991 shares 7,991 $1.9M 0.36% -675 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,279 shares; 2021Q1: 22,841 shares; 2021Q2: 22,549 shares; 2021Q3: 23,110 shares; 2021Q4: 22,097 shares; 2022Q1: 19,178 shares 19,178 $1.9M 0.36% -2,919 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,483 shares; 2021Q1: 15,230 shares; 2021Q2: 10,555 shares; 2021Q3: 10,365 shares; 2021Q4: 9,802 shares; 2022Q1: 9,484 shares 9,484 $1.82M 0.34% -318 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 29,473 shares; 2021Q4: 28,764 shares; 2022Q1: 27,276 shares 27,276 $1.81M 0.34% -1,488 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,797 shares; 2021Q1: 10,742 shares; 2021Q2: 10,447 shares; 2021Q3: 10,177 shares; 2021Q4: 6,827 shares; 2022Q1: 3,302 shares 3,302 $1.81M 0.34% -3,525 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,966 shares; 2021Q1: 9,543 shares; 2021Q2: 9,703 shares; 2021Q3: 10,464 shares; 2021Q4: 10,517 shares; 2022Q1: 9,633 shares 9,633 $1.8M 0.34% -884 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,047 shares; 2021Q1: 13,275 shares; 2021Q2: 13,297 shares; 2021Q3: 13,081 shares; 2021Q4: 9,621 shares; 2022Q1: 5,116 shares 5,116 $1.79M 0.34% -4,505 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 34,757 shares 34,757 $1.75M 0.33% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 14,346 shares; 2022Q1: 14,026 shares 14,026 $1.75M 0.33% -320 Timeline VRP 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,737 shares; 2021Q1: 12,796 shares; 2021Q2: 65,084 shares; 2021Q3: 68,796 shares; 2021Q4: 63,145 shares; 2022Q1: 68,499 shares 68,499 $1.67M 0.32% +5,354 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,814 shares; 2021Q1: 12,382 shares; 2021Q2: 11,051 shares; 2021Q3: 10,977 shares; 2021Q4: 7,775 shares; 2022Q1: 1,550 shares 1,550 $1.67M 0.32% -6,225 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,962 shares; 2021Q1: 15,118 shares; 2021Q2: 12,464 shares; 2021Q3: 11,862 shares; 2021Q4: 13,139 shares; 2022Q1: 12,812 shares 12,812 $1.64M 0.31% -327 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 11,112 shares; 2021Q2: 11,979 shares; 2021Q3: 15,017 shares; 2021Q4: 16,159 shares; 2022Q1: 17,487 shares 17,487 $1.64M 0.31% +1,328 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,564 shares; 2021Q1: 74,253 shares; 2021Q2: 23,164 shares; 2021Q3: 22,688 shares; 2021Q4: 23,744 shares; 2022Q1: 21,339 shares 21,339 $1.63M 0.31% -2,405 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,325 shares; 2022Q1: 7,625 shares 7,625 $1.62M 0.31% -700 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,897 shares; 2021Q1: 21,609 shares; 2021Q2: 21,496 shares; 2021Q3: 20,614 shares; 2021Q4: 14,715 shares; 2022Q1: 6,389 shares 6,389 $1.58M 0.3% -8,326 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,465 shares; 2021Q1: 6,639 shares; 2021Q2: 5,865 shares; 2021Q3: 5,015 shares; 2021Q4: 12,291 shares; 2022Q1: 11,324 shares 11,324 $1.57M 0.3% -967 FTGC FIRST TR EXCHANGE TRAD FD VI More: the full row for FIRST TR EXCHANGE TRAD FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,220 shares; 2021Q1: 43,849 shares; 2021Q2: 63,718 shares; 2021Q3: 50,811 shares; 2021Q4: 68,667 shares; 2022Q1: 54,313 shares 54,313 $1.54M 0.29% -14,354 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,857 shares; 2021Q1: 5,052 shares; 2021Q2: 4,715 shares; 2021Q3: 3,845 shares; 2021Q4: 5,634 shares; 2022Q1: 5,241 shares 5,241 $1.51M 0.28% -393 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,184 shares; 2021Q1: 4,414 shares; 2021Q2: 4,218 shares; 2021Q3: 4,189 shares; 2021Q4: 4,123 shares; 2022Q1: 4,136 shares 4,136 $1.5M 0.28% +13 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 14,492 shares; 2022Q1: 9,112 shares 9,112 $1.47M 0.28% -5,380 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 15,582 shares; 2021Q3: 19,538 shares; 2021Q4: 14,270 shares; 2022Q1: 8,262 shares 8,262 $1.42M 0.27% -6,008 Timeline FLDR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 28,140 shares; 2022Q1: 28,140 shares 28,140 $1.41M 0.27% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75,017 shares; 2021Q1: 119,651 shares; 2021Q2: 167,876 shares; 2021Q3: 175,348 shares; 2021Q4: 184,016 shares; 2022Q1: 211,947 shares 211,947 $1.4M 0.27% +27,931 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,105 shares; 2021Q1: 28,029 shares; 2021Q2: 30,738 shares; 2021Q3: 32,734 shares; 2021Q4: 28,960 shares; 2022Q1: 26,896 shares 26,896 $1.39M 0.26% -2,064 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,557 shares; 2021Q1: 7,331 shares; 2021Q2: 5,780 shares; 2021Q3: 5,546 shares; 2021Q4: 5,855 shares; 2022Q1: 5,128 shares 5,128 $1.38M 0.26% -727 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,154 shares; 2021Q1: 16,387 shares; 2021Q2: 24,515 shares; 2021Q3: 25,842 shares; 2021Q4: 26,421 shares; 2022Q1: 36,192 shares 36,192 $1.37M 0.26% +9,771 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,826 shares; 2021Q1: 15,290 shares; 2021Q2: 20,570 shares; 2021Q3: 21,560 shares; 2021Q4: 21,935 shares; 2022Q1: 25,258 shares 25,258 $1.35M 0.26% +3,323 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 18,758 shares; 2021Q2: 27,475 shares; 2021Q3: 32,667 shares; 2021Q4: 34,641 shares; 2022Q1: 47,334 shares 47,334 $1.26M 0.24% +12,693 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,078 shares; 2021Q1: 16,078 shares; 2021Q2: 16,678 shares; 2021Q3: 16,008 shares; 2021Q4: 14,816 shares; 2022Q1: 14,825 shares 14,825 $1.25M 0.24% +9 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,196 shares; 2021Q1: 40,497 shares; 2021Q2: 39,328 shares; 2021Q3: 38,598 shares; 2021Q4: 34,551 shares; 2022Q1: 24,592 shares 24,592 $1.25M 0.24% -9,959 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 22,521 shares; 2021Q2: 32,293 shares; 2021Q3: 32,610 shares; 2021Q4: 34,255 shares; 2022Q1: 39,066 shares 39,066 $1.25M 0.24% +4,811 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,177 shares; 2021Q1: 16,035 shares; 2021Q2: 15,870 shares; 2021Q3: 15,358 shares; 2021Q4: 10,295 shares; 2022Q1: 4,535 shares 4,535 $1.24M 0.23% -5,760 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,968 shares; 2021Q1: 15,707 shares; 2021Q2: 14,610 shares; 2021Q3: 14,364 shares; 2021Q4: 14,912 shares; 2022Q1: 15,846 shares 15,846 $1.23M 0.23% +934 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,500 shares; 2021Q1: 7,337 shares; 2021Q2: 7,261 shares; 2021Q3: 7,097 shares; 2021Q4: 7,858 shares; 2022Q1: 6,093 shares 6,093 $1.19M 0.22% -1,765 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,347 shares; 2021Q1: 68,305 shares; 2021Q2: 56,804 shares; 2021Q3: 20,111 shares; 2021Q4: 19,350 shares; 2022Q1: 18,370 shares 18,370 $1.17M 0.22% -980 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,649 shares; 2021Q1: 42,041 shares; 2021Q2: 25,580 shares; 2021Q3: 24,432 shares; 2021Q4: 23,285 shares; 2022Q1: 17,408 shares 17,408 $1.17M 0.22% -5,877 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,170 shares; 2021Q1: 16,361 shares; 2021Q2: 15,505 shares; 2021Q3: 15,058 shares; 2021Q4: 13,095 shares; 2022Q1: 7,194 shares 7,194 $1.17M 0.22% -5,901 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,612 shares; 2021Q1: 4,514 shares; 2021Q2: 3,969 shares; 2021Q3: 3,991 shares; 2021Q4: 3,992 shares; 2022Q1: 3,914 shares 3,914 $1.13M 0.21% -78 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,642 shares; 2021Q1: 26,798 shares; 2021Q2: 20,757 shares; 2021Q3: 20,636 shares; 2021Q4: 20,551 shares; 2022Q1: 11,138 shares 11,138 $1.12M 0.21% -9,413 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,215 shares; 2021Q1: 14,173 shares; 2021Q2: 12,251 shares; 2021Q3: 12,931 shares; 2021Q4: 12,801 shares; 2022Q1: 13,523 shares 13,523 $1.11M 0.21% +722 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,872 shares; 2021Q1: 2,141 shares; 2021Q2: 2,142 shares; 2021Q3: 2,145 shares; 2021Q4: 2,236 shares; 2022Q1: 2,646 shares 2,646 $1.1M 0.21% +410 Timeline EES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 135,422 shares; 2021Q1: 127,831 shares; 2021Q2: 34,381 shares; 2021Q3: 34,393 shares; 2021Q4: 31,990 shares; 2022Q1: 22,849 shares 22,849 $1.1M 0.21% -9,141 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 23,547 shares; 2021Q3: 19,803 shares; 2021Q4: 29,487 shares; 2022Q1: 29,487 shares 29,487 $1.09M 0.21% 0 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,793 shares; 2021Q1: 43,838 shares; 2021Q2: 28,763 shares; 2021Q3: 27,734 shares; 2021Q4: 27,107 shares; 2022Q1: 20,692 shares 20,692 $1.09M 0.21% -6,415 Timeline PTF 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,830 shares; 2021Q1: 9,830 shares; 2021Q2: 9,830 shares; 2021Q3: 7,830 shares; 2021Q4: 7,830 shares; 2022Q1: 7,830 shares 7,830 $1.08M 0.2% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,692 shares; 2021Q1: 13,860 shares; 2021Q2: 9,019 shares; 2021Q3: 9,047 shares; 2021Q4: 9,073 shares; 2022Q1: 7,780 shares 7,780 $1.05M 0.2% -1,293 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,398 shares; 2021Q1: 10,481 shares; 2021Q2: 7,581 shares; 2021Q3: 7,122 shares; 2021Q4: 6,902 shares; 2022Q1: 5,662 shares 5,662 $1.05M 0.2% -1,240 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,862 shares; 2021Q1: 26,312 shares; 2021Q2: 16,756 shares; 2021Q3: 13,695 shares; 2021Q4: 13,213 shares; 2022Q1: 11,863 shares 11,863 $1.05M 0.2% -1,350 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,947 shares; 2021Q1: 10,518 shares; 2021Q2: 10,359 shares; 2021Q3: 10,373 shares; 2021Q4: 12,288 shares; 2022Q1: 12,923 shares 12,923 $1.02M 0.19% +635 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 19,807 shares; 2021Q2: 16,241 shares; 2021Q3: 17,030 shares; 2021Q4: 17,376 shares; 2022Q1: 17,814 shares 17,814 $990K 0.19% +438 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,752 shares; 2021Q1: 21,736 shares; 2021Q2: 19,413 shares; 2021Q3: 17,997 shares; 2021Q4: 15,244 shares; 2022Q1: 11,956 shares 11,956 $987K 0.19% -3,288 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 19,915 shares; 2022Q1: 19,665 shares 19,665 $983K 0.19% -250 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,308 shares; 2021Q1: 4,196 shares; 2021Q2: 15,930 shares; 2021Q3: 15,952 shares; 2021Q4: 15,980 shares; 2022Q1: 15,994 shares 15,994 $940K 0.18% +14 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,470 shares; 2021Q1: 4,092 shares; 2021Q2: 4,143 shares; 2021Q3: 3,824 shares; 2021Q4: 3,511 shares; 2022Q1: 3,429 shares 3,429 $937K 0.18% -82 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 31,174 shares; 2022Q1: 19,174 shares 19,174 $921K 0.17% -12,000 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,631 shares; 2021Q1: 11,470 shares; 2021Q2: 11,479 shares; 2021Q3: 11,182 shares; 2021Q4: 10,622 shares; 2022Q1: 7,508 shares 7,508 $889K 0.17% -3,114 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,326 shares; 2021Q1: 2,044 shares; 2021Q2: 1,963 shares; 2021Q3: 1,823 shares; 2021Q4: 3,748 shares; 2022Q1: 3,615 shares 3,615 $874K 0.17% -133 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 109,196 shares; 2021Q1: 105,813 shares; 2021Q2: 22,140 shares; 2021Q3: 22,152 shares; 2021Q4: 21,775 shares; 2022Q1: 13,716 shares 13,716 $873K 0.17% -8,059 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,750 shares; 2021Q1: 8,750 shares; 2021Q2: 8,750 shares; 2021Q3: 8,750 shares; 2021Q4: 8,750 shares; 2022Q1: 8,750 shares 8,750 $873K 0.17% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,301 shares; 2021Q1: 4,822 shares; 2021Q2: 4,765 shares; 2021Q3: 4,701 shares; 2021Q4: 4,342 shares; 2022Q1: 3,828 shares 3,828 $871K 0.16% -514 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,013 shares; 2021Q1: 3,703 shares; 2021Q2: 3,873 shares; 2021Q3: 4,032 shares; 2021Q4: 4,206 shares; 2022Q1: 4,629 shares 4,629 $851K 0.16% +423 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 46,299 shares; 2021Q3: 39,839 shares; 2021Q4: 39,208 shares; 2022Q1: 36,700 shares 36,700 $831K 0.16% -2,508 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,276 shares; 2021Q1: 7,653 shares; 2021Q2: 6,331 shares; 2021Q3: 5,726 shares; 2021Q4: 6,447 shares; 2022Q1: 6,426 shares 6,426 $823K 0.16% -21 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,469 shares; 2021Q1: 3,820 shares; 2021Q2: 3,518 shares; 2021Q3: 4,933 shares; 2021Q4: 6,253 shares; 2022Q1: 4,538 shares 4,538 $820K 0.16% -1,715 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,847 shares; 2021Q1: 17,618 shares; 2021Q2: 10,558 shares; 2021Q3: 10,119 shares; 2021Q4: 8,448 shares; 2022Q1: 5,959 shares 5,959 $816K 0.15% -2,489 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,178 shares; 2021Q1: 3,628 shares; 2021Q2: 3,212 shares; 2021Q3: 3,182 shares; 2021Q4: 3,084 shares; 2022Q1: 2,839 shares 2,839 $813K 0.15% -245 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,575 shares; 2021Q1: 4,848 shares; 2021Q2: 5,311 shares; 2021Q3: 5,313 shares; 2021Q4: 5,265 shares; 2022Q1: 4,825 shares 4,825 $801K 0.15% -440 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,913 shares; 2021Q1: 22,022 shares; 2021Q2: 21,439 shares; 2021Q3: 21,116 shares; 2021Q4: 22,461 shares; 2022Q1: 19,329 shares 19,329 $797K 0.15% -3,132 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,029 shares; 2021Q3: 2,029 shares; 2021Q4: 5,248 shares; 2022Q1: 5,248 shares 5,248 $776K 0.15% 0 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,265 shares; 2021Q2: 27,486 shares; 2021Q3: 40,008 shares; 2021Q4: 38,485 shares; 2022Q1: 10,110 shares 10,110 $773K 0.15% -28,375 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,541 shares; 2021Q1: 12,599 shares; 2021Q2: 5,714 shares; 2021Q3: 5,512 shares; 2021Q4: 6,525 shares; 2022Q1: 5,842 shares 5,842 $761K 0.14% -683 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,372 shares; 2021Q1: 2,929 shares; 2021Q2: 3,227 shares; 2021Q3: 3,837 shares; 2021Q4: 2,949 shares; 2022Q1: 2,716 shares 2,716 $754K 0.14% -233 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,048 shares; 2021Q1: 11,452 shares; 2021Q2: 7,499 shares; 2021Q3: 7,999 shares; 2021Q4: 9,474 shares; 2022Q1: 9,174 shares 9,174 $749K 0.14% -300 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,352 shares; 2021Q1: 7,623 shares; 2021Q2: 5,571 shares; 2021Q3: 5,431 shares; 2021Q4: 5,954 shares; 2022Q1: 4,456 shares 4,456 $746K 0.14% -1,498 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,550 shares; 2022Q1: 3,567 shares 3,567 $744K 0.14% +17 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,525 shares; 2021Q1: 1,174 shares; 2021Q2: 1,175 shares; 2021Q3: 1,176 shares; 2021Q4: 2,220 shares; 2022Q1: 2,446 shares 2,446 $718K 0.14% +226 Timeline CIZN CITIZENS HOLDING CO More: the full row for CITIZENS HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,612 shares; 2021Q1: 69,612 shares; 2021Q2: 69,612 shares; 2021Q3: 69,612 shares; 2021Q4: 69,612 shares; 2022Q1: 36,647 shares 36,647 $709K 0.13% -32,965 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 212,560 shares; 2021Q1: 212,556 shares; 2021Q2: 212,337 shares; 2021Q3: 211,593 shares; 2021Q4: 9,271 shares; 2022Q1: 4,687 shares 4,687 $698K 0.13% -4,584 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,614 shares; 2022Q1: 14,735 shares 14,735 $680K 0.13% -2,879 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 759 shares; 2021Q1: 555 shares; 2021Q2: 502 shares; 2021Q3: 559 shares; 2021Q4: 414 shares; 2022Q1: 243 shares 243 $678K 0.13% -171 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,727 shares; 2021Q1: 10,992 shares; 2021Q2: 16,913 shares; 2021Q3: 17,794 shares; 2021Q4: 20,307 shares; 2022Q1: 17,504 shares 17,504 $671K 0.13% -2,803 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,447 shares; 2021Q1: 9,388 shares; 2021Q2: 8,493 shares; 2021Q3: 8,394 shares; 2021Q4: 6,463 shares; 2022Q1: 3,124 shares 3,124 $663K 0.13% -3,339 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,651 shares; 2021Q1: 1,336 shares; 2021Q2: 1,163 shares; 2021Q3: 1,235 shares; 2021Q4: 1,218 shares; 2022Q1: 1,274 shares 1,274 $650K 0.12% +56 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 13,092 shares; 2021Q2: 5,996 shares; 2021Q3: 6,098 shares; 2021Q4: 7,069 shares; 2022Q1: 5,452 shares 5,452 $588K 0.11% -1,617 Timeline JSMD JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65,469 shares; 2021Q1: 63,364 shares; 2021Q2: 12,575 shares; 2021Q3: 12,602 shares; 2021Q4: 11,439 shares; 2022Q1: 9,500 shares 9,500 $579K 0.11% -1,939 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,008 shares; 2021Q1: 15,244 shares; 2021Q2: 15,260 shares; 2021Q3: 15,073 shares; 2021Q4: 15,086 shares; 2022Q1: 11,433 shares 11,433 $570K 0.11% -3,653 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,885 shares; 2021Q1: 4,881 shares; 2021Q2: 4,107 shares; 2021Q3: 4,131 shares; 2021Q4: 3,832 shares; 2022Q1: 3,795 shares 3,795 $568K 0.11% -37 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,261 shares; 2021Q1: 6,541 shares; 2021Q2: 5,962 shares; 2021Q3: 8,083 shares; 2021Q4: 5,133 shares; 2022Q1: 3,467 shares 3,467 $562K 0.11% -1,666 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,903 shares; 2021Q1: 32,586 shares; 2021Q2: 20,851 shares; 2021Q3: 20,359 shares; 2021Q4: 19,915 shares; 2022Q1: 11,526 shares 11,526 $557K 0.11% -8,389 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 776 shares; 2021Q4: not reported; 2022Q1: 1,660 shares 1,660 $541K 0.1% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,727 shares; 2021Q1: 2,786 shares; 2021Q2: 2,735 shares; 2021Q3: 2,740 shares; 2021Q4: 4,718 shares; 2022Q1: 4,843 shares 4,843 $537K 0.1% +125 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,515 shares; 2021Q1: 8,194 shares; 2021Q2: 7,599 shares; 2021Q3: 7,305 shares; 2021Q4: 5,762 shares; 2022Q1: 4,841 shares 4,841 $527K 0.1% -921 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,028 shares; 2021Q1: 33,199 shares; 2021Q2: 5,798 shares; 2021Q3: 5,798 shares; 2021Q4: 5,960 shares; 2022Q1: 5,444 shares 5,444 $524K 0.1% -516 Timeline DWMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 146,194 shares; 2021Q1: 142,245 shares; 2021Q2: 34,010 shares; 2021Q3: 32,826 shares; 2021Q4: 30,758 shares; 2022Q1: 20,764 shares 20,764 $522K 0.1% -9,994 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,352 shares; 2021Q1: 9,772 shares; 2021Q2: 8,452 shares; 2021Q3: 7,371 shares; 2021Q4: 4,736 shares; 2022Q1: 5,079 shares 5,079 $516K 0.1% +343 Timeline CEFS EXCHANGE LISTED FDS TR More: the full row for EXCHANGE LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,534 shares; 2021Q1: 16,673 shares; 2021Q2: 17,312 shares; 2021Q3: 17,453 shares; 2021Q4: 17,986 shares; 2022Q1: 25,947 shares 25,947 $511K 0.1% +7,961 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 17,756 shares; 2021Q3: 17,884 shares; 2021Q4: 21,792 shares; 2022Q1: 17,773 shares 17,773 $510K 0.1% -4,019 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,780 shares 4,780 $500K 0.09% new Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,265 shares; 2021Q1: 15,265 shares; 2021Q2: 7,634 shares; 2021Q3: 7,634 shares; 2021Q4: 7,634 shares; 2022Q1: 7,634 shares 7,634 $492K 0.09% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,240 shares; 2021Q1: 6,240 shares; 2021Q2: 6,242 shares; 2021Q3: 6,242 shares; 2021Q4: 6,242 shares; 2022Q1: 4,082 shares 4,082 $481K 0.09% -2,160 Timeline XLB 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,648 shares; 2021Q1: 14,940 shares; 2021Q2: 14,502 shares; 2021Q3: 14,158 shares; 2021Q4: 7,150 shares; 2022Q1: 5,443 shares 5,443 $480K 0.09% -1,707 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,495 shares; 2021Q1: 7,323 shares; 2021Q2: 5,908 shares; 2021Q3: 5,925 shares; 2021Q4: 5,243 shares; 2022Q1: 2,360 shares 2,360 $477K 0.09% -2,883 Timeline PWB 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,445 shares; 2021Q1: 13,533 shares; 2021Q2: 13,533 shares; 2021Q3: 6,577 shares; 2021Q4: 6,577 shares; 2022Q1: 6,578 shares 6,578 $475K 0.09% +1 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,479 shares; 2021Q1: 4,481 shares; 2021Q2: 4,044 shares; 2021Q3: 4,046 shares; 2021Q4: 3,957 shares; 2022Q1: 3,959 shares 3,959 $474K 0.09% +2 Timeline PWV 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,800 shares; 2021Q1: 13,400 shares; 2021Q2: 13,400 shares; 2021Q3: 9,700 shares; 2021Q4: 9,700 shares; 2022Q1: 9,700 shares 9,700 $474K 0.09% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,745 shares; 2021Q1: 4,019 shares; 2021Q2: 3,759 shares; 2021Q3: 4,124 shares; 2021Q4: 5,181 shares; 2022Q1: 3,608 shares 3,608 $469K 0.09% -1,573 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,023 shares; 2021Q1: 1,023 shares; 2021Q2: 1,023 shares; 2021Q3: 1,023 shares; 2021Q4: 1,873 shares; 2022Q1: 1,873 shares 1,873 $465K 0.09% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,854 shares; 2021Q1: 62,246 shares; 2021Q2: 17,814 shares; 2021Q3: 18,173 shares; 2021Q4: 19,539 shares; 2022Q1: 12,622 shares 12,622 $465K 0.09% -6,917 Timeline HIBBETT INC HIBBETT INC More: the full row for HIBBETT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,760 shares; 2021Q1: 5,763 shares; 2021Q2: 6,753 shares; 2021Q3: 6,754 shares; 2021Q4: 13,654 shares; 2022Q1: 10,398 shares 10,398 $461K 0.09% -3,256 SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,662 shares; 2021Q1: 10,936 shares; 2021Q2: 9,091 shares; 2021Q3: 9,112 shares; 2021Q4: 8,746 shares; 2022Q1: 6,134 shares 6,134 $445K 0.08% -2,612 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,464 shares; 2021Q1: 7,604 shares; 2021Q2: 6,569 shares; 2021Q3: 6,025 shares; 2021Q4: 5,212 shares; 2022Q1: 2,978 shares 2,978 $444K 0.08% -2,234 Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,919 shares; 2021Q1: 41,568 shares; 2021Q2: 42,171 shares; 2021Q3: not reported; 2021Q4: 40,894 shares; 2022Q1: 41,291 shares 41,291 $443K 0.08% +397 SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,400 shares; 2021Q1: 6,600 shares; 2021Q2: 6,600 shares; 2021Q3: 6,600 shares; 2021Q4: 6,600 shares; 2022Q1: 6,600 shares 6,600 $437K 0.08% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,452 shares; 2021Q1: 3,310 shares; 2021Q2: 3,714 shares; 2021Q3: 3,718 shares; 2021Q4: 5,661 shares; 2022Q1: 3,544 shares 3,544 $437K 0.08% -2,117 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 15,348 shares; 2021Q2: 18,161 shares; 2021Q3: 21,000 shares; 2021Q4: 22,499 shares; 2022Q1: 22,944 shares 22,944 $434K 0.08% +445 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,031 shares; 2022Q1: 1,729 shares 1,729 $432K 0.08% -302 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,373 shares; 2022Q1: 2,155 shares 2,155 $418K 0.08% -4,218 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,953 shares; 2022Q1: 8,510 shares 8,510 $417K 0.08% +4,557 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,635 shares; 2021Q1: 8,043 shares; 2021Q2: 7,658 shares; 2021Q3: 7,817 shares; 2021Q4: 7,861 shares; 2022Q1: 7,172 shares 7,172 $407K 0.08% -689 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,392 shares; 2021Q1: 4,208 shares; 2021Q2: 3,481 shares; 2021Q3: 3,529 shares; 2021Q4: 3,549 shares; 2022Q1: 3,066 shares 3,066 $389K 0.07% -483 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,485 shares; 2021Q1: 1,486 shares; 2021Q2: 1,377 shares; 2021Q3: not reported; 2021Q4: 1,480 shares; 2022Q1: 1,481 shares 1,481 $379K 0.07% +1 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,792 shares; 2021Q1: 3,844 shares; 2021Q2: 3,744 shares; 2021Q3: 3,734 shares; 2021Q4: 3,734 shares; 2022Q1: 3,759 shares 3,759 $378K 0.07% +25 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,453 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,515 shares; 2022Q1: 4,916 shares 4,916 $362K 0.07% -599 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,973 shares; 2021Q1: 12,823 shares; 2021Q2: 8,093 shares; 2021Q3: 6,391 shares; 2021Q4: 6,286 shares; 2022Q1: 4,113 shares 4,113 $362K 0.07% -2,173 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,025 shares; 2022Q1: 4,025 shares 4,025 $360K 0.07% 0 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,585 shares; 2021Q1: 10,758 shares; 2021Q2: 7,830 shares; 2021Q3: 8,041 shares; 2021Q4: 8,644 shares; 2022Q1: 6,612 shares 6,612 $358K 0.07% -2,032 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,601 shares; 2021Q1: 11,137 shares; 2021Q2: 9,452 shares; 2021Q3: 9,155 shares; 2021Q4: 9,840 shares; 2022Q1: 4,206 shares 4,206 $357K 0.07% -5,634 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,011 shares; 2021Q1: 2,105 shares; 2021Q2: 2,209 shares; 2021Q3: 2,210 shares; 2021Q4: 1,994 shares; 2022Q1: 1,717 shares 1,717 $353K 0.07% -277 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,478 shares; 2021Q1: 5,376 shares; 2021Q2: 5,376 shares; 2021Q3: 4,927 shares; 2021Q4: 4,927 shares; 2022Q1: 4,927 shares 4,927 $352K 0.07% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 12,340 shares; 2021Q4: 12,340 shares; 2022Q1: 12,340 shares 12,340 $350K 0.07% 0 Timeline NV5 HOLDINGS, INC NV5 HOLDINGS, INC More: the full row for NV5 HOLDINGS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,600 shares; 2021Q1: not reported; 2021Q2: 2,560 shares; 2021Q3: 2,610 shares; 2021Q4: 2,610 shares; 2022Q1: 2,610 shares 2,610 $348K 0.07% 0 MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,889 shares; 2021Q1: 5,616 shares; 2021Q2: 5,624 shares; 2021Q3: 5,628 shares; 2021Q4: 4,607 shares; 2022Q1: 3,926 shares 3,926 $343K 0.06% -681 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,510 shares; 2022Q1: 1,510 shares 1,510 $336K 0.06% 0 Timeline IMCB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,250 shares; 2021Q1: 1,250 shares; 2021Q2: 5,000 shares; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares; 2022Q1: 5,000 shares 5,000 $336K 0.06% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,048 shares; 2022Q1: 2,025 shares 2,025 $335K 0.06% -23 Timeline SOCIAL CAPITAL HEDOSOPHA HLD SOCIAL CAPITAL HEDOSOPHA HLD More: the full row for SOCIAL CAPITAL HEDOSOPHA HLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 32,952 shares 32,952 $333K 0.06% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,011 shares; 2021Q1: 5,163 shares; 2021Q2: 5,177 shares; 2021Q3: 5,023 shares; 2021Q4: 6,383 shares; 2022Q1: 4,292 shares 4,292 $325K 0.06% -2,091 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,114 shares; 2021Q1: 1,195 shares; 2021Q2: 831 shares; 2021Q3: 842 shares; 2021Q4: 1,298 shares; 2022Q1: 776 shares 776 $323K 0.06% -522 Timeline FOOT LOCKER INC FOOT LOCKER INC More: the full row for FOOT LOCKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,386 shares; 2021Q1: 10,399 shares; 2021Q2: 10,414 shares; 2021Q3: 10,427 shares; 2021Q4: 10,427 shares; 2022Q1: 10,453 shares 10,453 $310K 0.06% +26 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,064 shares; 2021Q1: 2,064 shares; 2021Q2: 2,080 shares; 2021Q3: 2,064 shares; 2021Q4: 2,064 shares; 2022Q1: 4,128 shares 4,128 $309K 0.06% +2,064 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,190 shares; 2021Q1: 2,060 shares; 2021Q2: 1,840 shares; 2021Q3: 1,740 shares; 2021Q4: 1,580 shares; 2022Q1: 1,550 shares 1,550 $309K 0.06% -30 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 11,000 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares 10,000 $309K 0.06% new Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,720 shares; 2021Q1: 9,249 shares; 2021Q2: 2,710 shares; 2021Q3: 2,788 shares; 2021Q4: 2,881 shares; 2022Q1: 2,503 shares 2,503 $308K 0.06% -378 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,512 shares; 2021Q1: 6,733 shares; 2021Q2: 3,703 shares; 2021Q3: 3,608 shares; 2021Q4: 6,415 shares; 2022Q1: 3,531 shares 3,531 $299K 0.06% -2,884 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,656 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,590 shares; 2021Q4: 1,595 shares; 2022Q1: 1,700 shares 1,700 $299K 0.06% +105 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,632 shares; 2021Q4: 2,680 shares; 2022Q1: 1,005 shares 1,005 $299K 0.06% -1,675 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,000 shares; 2021Q1: 8,000 shares; 2021Q2: 8,000 shares; 2021Q3: 8,000 shares; 2021Q4: 8,000 shares; 2022Q1: 6,000 shares 6,000 $297K 0.06% -2,000 Timeline CWT CALIFORNIA WTR SVC GROUP More: the full row for CALIFORNIA WTR SVC GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,801 shares; 2021Q1: 4,820 shares; 2021Q2: 4,840 shares; 2021Q3: not reported; 2021Q4: 4,874 shares; 2022Q1: 4,889 shares 4,889 $290K 0.05% +15 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 178,626 shares; 2021Q1: 178,216 shares; 2021Q2: 12,061 shares; 2021Q3: 11,053 shares; 2021Q4: 11,008 shares; 2022Q1: 11,016 shares 11,016 $289K 0.05% +8 Timeline AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 11,741 shares; 2021Q3: 11,741 shares; 2021Q4: 12,072 shares; 2022Q1: 12,080 shares 12,080 $288K 0.05% +8 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 32,156 shares; 2021Q1: 28,172 shares; 2021Q2: 14,834 shares; 2021Q3: 14,469 shares; 2021Q4: 13,934 shares; 2022Q1: 8,745 shares 8,745 $286K 0.05% -5,189 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,829 shares; 2021Q1: 2,589 shares; 2021Q2: 7,777 shares; 2021Q3: 7,585 shares; 2021Q4: 7,592 shares; 2022Q1: 7,600 shares 7,600 $285K 0.05% +8 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,797 shares; 2021Q1: 3,760 shares; 2021Q2: 3,760 shares; 2021Q3: 3,760 shares; 2021Q4: 3,760 shares; 2022Q1: 3,760 shares 3,760 $277K 0.05% 0 Timeline MERIDIAN BIOSCIENCE INC MERIDIAN BIOSCIENCE INC More: the full row for MERIDIAN BIOSCIENCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,040 shares; 2021Q2: 9,890 shares; 2021Q3: 10,640 shares; 2021Q4: 10,640 shares; 2022Q1: 10,640 shares 10,640 $276K 0.05% 0 CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 8,500 shares 8,500 $274K 0.05% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,585 shares; 2021Q1: 7,085 shares; 2021Q2: 9,785 shares; 2021Q3: 10,085 shares; 2021Q4: 8,461 shares; 2022Q1: 2,462 shares 2,462 $269K 0.05% -5,999 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,971 shares; 2021Q1: 4,817 shares; 2021Q2: 3,671 shares; 2021Q3: 3,682 shares; 2021Q4: 4,527 shares; 2022Q1: 2,380 shares 2,380 $266K 0.05% -2,147 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,370 shares; 2021Q1: 1,318 shares; 2021Q2: 1,320 shares; 2021Q3: 1,322 shares; 2021Q4: 1,324 shares; 2022Q1: 1,190 shares 1,190 $255K 0.05% -134 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,872 shares; 2021Q1: 4,880 shares; 2021Q2: 2,181 shares; 2021Q3: 2,285 shares; 2021Q4: 2,582 shares; 2022Q1: 1,546 shares 1,546 $246K 0.05% -1,036 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,903 shares; 2021Q1: 2,821 shares; 2021Q2: 3,879 shares; 2021Q3: 3,879 shares; 2021Q4: 3,923 shares; 2022Q1: 3,519 shares 3,519 $245K 0.05% -404 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,226 shares; 2021Q1: 3,264 shares; 2021Q2: 3,264 shares; 2021Q3: 3,265 shares; 2021Q4: 3,266 shares; 2022Q1: 3,267 shares 3,267 $245K 0.05% +1 Timeline NEXTGEN HEALTHCARE INC NEXTGEN HEALTHCARE INC More: the full row for NEXTGEN HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 11,505 shares; 2021Q4: 11,505 shares; 2022Q1: 11,505 shares 11,505 $241K 0.05% 0 STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,117 shares; 2021Q1: 9,155 shares; 2021Q2: 9,189 shares; 2021Q3: 9,219 shares; 2021Q4: 9,247 shares; 2022Q1: 5,793 shares 5,793 $240K 0.05% -3,454 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 237 shares; 2021Q1: 237 shares; 2021Q2: 214 shares; 2021Q3: 201 shares; 2021Q4: 201 shares; 2022Q1: 201 shares 201 $239K 0.05% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,825 shares; 2021Q1: 26,858 shares; 2021Q2: 26,025 shares; 2021Q3: 1,814 shares; 2021Q4: 1,814 shares; 2022Q1: 1,766 shares 1,766 $238K 0.04% -48 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,289 shares; 2021Q2: 2,094 shares; 2021Q3: 2,106 shares; 2021Q4: 2,143 shares; 2022Q1: 2,131 shares 2,131 $235K 0.04% -12 Timeline FXU FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,439 shares; 2021Q1: 25,573 shares; 2021Q2: 14,523 shares; 2021Q3: 14,078 shares; 2021Q4: 13,336 shares; 2022Q1: 6,907 shares 6,907 $235K 0.04% -6,429 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,721 shares; 2021Q1: 3,921 shares; 2021Q2: 3,028 shares; 2021Q3: 3,036 shares; 2021Q4: 3,081 shares; 2022Q1: 3,083 shares 3,083 $234K 0.04% +2 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,187 shares; 2021Q1: 8,187 shares; 2021Q2: 8,215 shares; 2021Q3: 7,918 shares; 2021Q4: 7,922 shares; 2022Q1: 7,490 shares 7,490 $233K 0.04% -432 Timeline IRT INDEPENDENCE RLTY TR INC More: the full row for INDEPENDENCE RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,994 shares; 2022Q1: 8,645 shares 8,645 $229K 0.04% +651 Timeline DGII DIGI INTL INC More: the full row for DIGI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,080 shares; 2021Q3: 10,130 shares; 2021Q4: 10,130 shares; 2022Q1: 10,630 shares 10,630 $229K 0.04% +500 Timeline ASUR ASURE SOFTWARE INC More: the full row for ASURE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,062 shares; 2021Q1: 31,232 shares; 2021Q2: 35,232 shares; 2021Q3: 35,807 shares; 2021Q4: 36,707 shares; 2022Q1: 38,207 shares 38,207 $227K 0.04% +1,500 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,477 shares; 2021Q1: 1,501 shares; 2021Q2: 1,545 shares; 2021Q3: 1,530 shares; 2021Q4: 1,731 shares; 2022Q1: 1,631 shares 1,631 $223K 0.04% -100 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,580 shares; 2021Q1: 14,238 shares; 2021Q2: 11,917 shares; 2021Q3: 9,702 shares; 2021Q4: 9,702 shares; 2022Q1: 10,282 shares 10,282 $216K 0.04% +580 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 910 shares; 2021Q3: 910 shares; 2021Q4: 910 shares; 2022Q1: 910 shares 910 $214K 0.04% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,013 shares 2,013 $213K 0.04% new Timeline COMT ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 5,286 shares 5,286 $212K 0.04% new Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,495 shares; 2021Q1: 4,608 shares; 2021Q2: 4,503 shares; 2021Q3: 4,506 shares; 2021Q4: 4,608 shares; 2022Q1: 1,361 shares 1,361 $212K 0.04% -3,247 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 673 shares; 2021Q1: 673 shares; 2021Q2: 673 shares; 2021Q3: 674 shares; 2021Q4: 674 shares; 2022Q1: 430 shares 430 $211K 0.04% -244 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6,849 shares; 2021Q2: 6,889 shares; 2021Q3: 6,935 shares; 2021Q4: 6,978 shares; 2022Q1: 7,020 shares 7,020 $210K 0.04% +42 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,944 shares; 2021Q1: 18,342 shares; 2021Q2: 5,730 shares; 2021Q3: 5,835 shares; 2021Q4: 6,221 shares; 2022Q1: 4,577 shares 4,577 $208K 0.04% -1,644 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,603 shares; 2021Q1: 12,863 shares; 2021Q2: 7,612 shares; 2021Q3: 7,374 shares; 2021Q4: 7,237 shares; 2022Q1: 4,736 shares 4,736 $207K 0.04% -2,501 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,195 shares; 2021Q1: 4,269 shares; 2021Q2: 4,235 shares; 2021Q3: 4,181 shares; 2021Q4: 4,181 shares; 2022Q1: 4,002 shares 4,002 $204K 0.04% -179 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,008 shares; 2022Q1: 9,008 shares 9,008 $202K 0.04% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,315 shares; 2021Q1: 6,553 shares; 2021Q2: 6,579 shares; 2021Q3: 7,061 shares; 2021Q4: 8,207 shares; 2022Q1: 2,976 shares 2,976 $202K 0.04% -5,231 Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,365 shares; 2021Q4: 3,855 shares; 2022Q1: 3,785 shares 3,785 $196K 0.04% -70 OYSTER POINT PHARMA INC OYSTER POINT PHARMA INC More: the full row for OYSTER POINT PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 14,212 shares; 2022Q1: 14,212 shares 14,212 $165K 0.03% 0 NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 24,240 shares 24,240 $145K 0.03% new Timeline III INFORMATION SVCS GROUP INC More: the full row for INFORMATION SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,000 shares; 2021Q1: 24,000 shares; 2021Q2: 17,123 shares; 2021Q3: 16,975 shares; 2021Q4: 17,031 shares; 2022Q1: 17,030 shares 17,030 $116K 0.02% -1 Timeline MVIS MICROVISION INC DEL More: the full row for MICROVISION INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 15,000 shares; 2022Q1: 20,000 shares 20,000 $93K 0.02% +5,000 Timeline VFF VILLAGE FARMS INTL INC More: the full row for VILLAGE FARMS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,500 shares; 2021Q1: 14,620 shares; 2021Q2: 14,630 shares; 2021Q3: 14,630 shares; 2021Q4: 16,180 shares; 2022Q1: 16,180 shares 16,180 $85K 0.02% 0 Timeline SENSEONICS HLDGS INC SENSEONICS HLDGS INC More: the full row for SENSEONICS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,918 shares; 2022Q1: 12,725 shares 12,725 $25K <0.01% +807 ANGHW ANGHAMI INC More: the full row for ANGHAMI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 35,718 shares 35,718 $21K <0.01% new Timeline Checkpoint Therapeutics Inc… Checkpoint Therapeutics Inc Com More: the full row for Checkpoint Therapeutics Inc Com Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,000 shares 12,000 $21K <0.01% new