DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 663,726 shares; 2021Q3: 662,311 shares; 2021Q4: 666,893 shares; 2022Q1: 685,934 shares; 2022Q2: 669,532 shares; 2022Q3: 686,905 shares; 2022Q4: 733,017 shares; 2023Q1: 738,468 shares 738,468 $18.8M 7.72% +5,451 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 184,354 shares; 2021Q3: 196,447 shares; 2021Q4: 215,527 shares; 2022Q1: 215,034 shares; 2022Q2: 206,812 shares; 2022Q3: 206,986 shares; 2022Q4: 207,280 shares; 2023Q1: 232,821 shares 232,821 $17.7M 7.28% +25,541 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 26,955 shares; 2021Q3: 26,955 shares; 2021Q4: 26,683 shares; 2022Q1: 26,683 shares; 2022Q2: 24,149 shares; 2022Q3: 24,149 shares; 2022Q4: 24,149 shares; 2023Q1: 21,927 shares 21,927 $12.3M 5.03% -2,222 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 68,978 shares; 2021Q3: 68,138 shares; 2021Q4: 67,931 shares; 2022Q1: 66,580 shares; 2022Q2: 65,764 shares; 2022Q3: 65,761 shares; 2022Q4: 64,776 shares; 2023Q1: 64,897 shares 64,897 $10.3M 4.23% +121 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 63,835 shares; 2021Q3: 62,752 shares; 2021Q4: 62,105 shares; 2022Q1: 60,882 shares; 2022Q2: 60,882 shares; 2022Q3: 60,582 shares; 2022Q4: 59,636 shares; 2023Q1: 56,346 shares 56,346 $9.29M 3.81% -3,290 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 41,527 shares; 2021Q3: 43,700 shares; 2021Q4: 49,871 shares; 2022Q1: 54,560 shares; 2022Q2: 64,363 shares; 2022Q3: 69,525 shares; 2022Q4: 76,241 shares; 2023Q1: 85,175 shares 85,175 $8.49M 3.48% +8,934 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; 2021Q2: 42,608 shares; 2021Q3: 41,722 shares; 2021Q4: 41,256 shares; 2022Q1: 41,304 shares; 2022Q2: 40,941 shares; 2022Q3: 41,206 shares; 2022Q4: 40,289 shares; 2023Q1: 40,663 shares 40,663 $8.3M 3.4% +374 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; 2021Q2: 44,585 shares; 2021Q3: 44,117 shares; 2021Q4: 44,052 shares; 2022Q1: 43,275 shares; 2022Q2: 40,873 shares; 2022Q3: 41,186 shares; 2022Q4: 42,074 shares; 2023Q1: 42,429 shares 42,429 $8.04M 3.3% +355 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15,545 shares; 2021Q3: 15,430 shares; 2021Q4: 15,852 shares; 2022Q1: 16,939 shares; 2022Q2: 18,008 shares; 2022Q3: 18,631 shares; 2022Q4: 19,136 shares; 2023Q1: 19,397 shares 19,397 $7.97M 3.27% +261 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; 2021Q2: 121,593 shares; 2021Q3: 122,343 shares; 2021Q4: 124,684 shares; 2022Q1: 133,373 shares; 2022Q2: 136,692 shares; 2022Q3: 134,058 shares; 2022Q4: 139,112 shares; 2023Q1: 142,993 shares 142,993 $6.46M 2.65% +3,881 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 254,098 shares; 2021Q4: 255,895 shares; 2022Q1: 254,503 shares; 2022Q2: 254,794 shares; 2022Q3: 251,466 shares; 2022Q4: 248,849 shares; 2023Q1: 250,076 shares 250,076 $5.77M 2.37% +1,227 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 55,744 shares; 2021Q3: 55,190 shares; 2021Q4: 56,230 shares; 2022Q1: 54,709 shares; 2022Q2: 54,302 shares; 2022Q3: 64,496 shares; 2022Q4: 64,458 shares; 2023Q1: 65,432 shares 65,432 $5.43M 2.23% +974 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 61,610 shares; 2021Q3: 60,875 shares; 2021Q4: 58,434 shares; 2022Q1: 52,779 shares; 2022Q2: 52,422 shares; 2022Q3: 53,439 shares; 2022Q4: 56,257 shares; 2023Q1: 57,841 shares 57,841 $5.24M 2.15% +1,584 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 32,807 shares; 2022Q2: 104,474 shares; 2022Q3: 132,388 shares; 2022Q4: 101,303 shares; 2023Q1: 102,217 shares 102,217 $4.86M 1.99% +914 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,890 shares; 2021Q3: 16,659 shares; 2021Q4: 15,083 shares; 2022Q1: 16,533 shares; 2022Q2: 16,515 shares; 2022Q3: 16,515 shares; 2022Q4: 16,315 shares; 2023Q1: 16,260 shares 16,260 $4.67M 1.92% -55 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 64,473 shares; 2021Q3: 65,670 shares; 2021Q4: 66,662 shares; 2022Q1: 60,004 shares; 2022Q2: 61,724 shares; 2022Q3: 62,716 shares; 2022Q4: 65,342 shares; 2023Q1: 68,752 shares 68,752 $4.6M 1.89% +3,410 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 93,998 shares; 2021Q3: 90,161 shares; 2021Q4: 90,177 shares; 2022Q1: 96,188 shares; 2022Q2: 97,053 shares; 2022Q3: 103,167 shares; 2022Q4: 107,447 shares; 2023Q1: 108,245 shares 108,245 $3.77M 1.55% +798 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 31,738 shares; 2021Q3: 28,722 shares; 2021Q4: 27,950 shares; 2022Q1: 56,427 shares; 2022Q2: 60,986 shares; 2022Q3: 62,117 shares; 2022Q4: 65,495 shares; 2023Q1: 66,787 shares 66,787 $3.23M 1.32% +1,292 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 28,528 shares; 2021Q3: 29,995 shares; 2021Q4: 31,830 shares; 2022Q1: 31,195 shares; 2022Q2: 30,901 shares; 2022Q3: 30,120 shares; 2022Q4: 28,510 shares; 2023Q1: 29,276 shares 29,276 $3.23M 1.32% +766 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,451 shares; 2021Q3: 16,522 shares; 2021Q4: 16,160 shares; 2022Q1: 15,885 shares; 2022Q2: 16,527 shares; 2022Q3: 17,185 shares; 2022Q4: 22,891 shares; 2023Q1: 22,877 shares 22,877 $3.16M 1.3% -14 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 43,714 shares; 2021Q3: 48,023 shares; 2021Q4: 54,074 shares; 2022Q1: 53,117 shares; 2022Q2: 52,803 shares; 2022Q3: 53,062 shares; 2022Q4: 58,053 shares; 2023Q1: 62,406 shares 62,406 $3.05M 1.25% +4,353 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,197 shares; 2021Q3: 10,939 shares; 2021Q4: 23,159 shares; 2022Q1: 36,350 shares; 2022Q2: 74,116 shares; 2022Q3: 90,944 shares; 2022Q4: 101,660 shares; 2023Q1: 112,608 shares 112,608 $3.04M 1.24% +10,948 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,237 shares; 2021Q3: 13,532 shares; 2021Q4: 14,308 shares; 2022Q1: 17,982 shares; 2022Q2: 34,274 shares; 2022Q3: 32,765 shares; 2022Q4: 36,066 shares; 2023Q1: 38,819 shares 38,819 $2.87M 1.18% +2,753 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 33,352 shares; 2021Q3: 33,267 shares; 2021Q4: 33,069 shares; 2022Q1: 32,122 shares; 2022Q2: 30,543 shares; 2022Q3: 30,178 shares; 2022Q4: 30,012 shares; 2023Q1: 29,881 shares 29,881 $2.8M 1.15% -131 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,056 shares; 2021Q3: 19,855 shares; 2021Q4: 26,119 shares; 2022Q1: 55,684 shares; 2022Q2: 49,967 shares; 2022Q3: 64,449 shares; 2022Q4: 90,012 shares; 2023Q1: 105,998 shares 105,998 $2.44M 1% +15,986 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 24,130 shares; 2021Q3: 24,191 shares; 2021Q4: 24,138 shares; 2022Q1: 23,137 shares; 2022Q2: 28,074 shares; 2022Q3: 28,105 shares; 2022Q4: 23,648 shares; 2023Q1: 24,060 shares 24,060 $2.33M 0.95% +412 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 26,379 shares; 2021Q3: 34,308 shares; 2021Q4: 38,286 shares; 2022Q1: 39,299 shares; 2022Q2: 79,991 shares; 2022Q3: 86,723 shares; 2022Q4: 78,484 shares; 2023Q1: 79,462 shares 79,462 $2.29M 0.94% +978 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 86,344 shares; 2021Q3: 115,337 shares; 2021Q4: 138,858 shares; 2022Q1: 124,431 shares; 2022Q2: 76,217 shares; 2022Q3: 91,717 shares; 2022Q4: 93,336 shares; 2023Q1: 94,451 shares 94,451 $2.27M 0.93% +1,115 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,791 shares; 2021Q3: 7,556 shares; 2021Q4: 7,545 shares; 2022Q1: 7,198 shares; 2022Q2: 7,198 shares; 2022Q3: 7,181 shares; 2022Q4: 7,394 shares; 2023Q1: 7,337 shares 7,337 $2.12M 0.87% -57 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 28,921 shares; 2021Q3: 29,620 shares; 2021Q4: 29,212 shares; 2022Q1: 29,294 shares; 2022Q2: 27,435 shares; 2022Q3: 26,159 shares; 2022Q4: 26,825 shares; 2023Q1: 27,285 shares 27,285 $2.09M 0.86% +460 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 28,098 shares; 2021Q3: 28,098 shares; 2021Q4: 28,098 shares; 2022Q1: 23,895 shares; 2022Q2: 23,895 shares; 2022Q3: 23,905 shares; 2022Q4: 23,905 shares; 2023Q1: 23,725 shares 23,725 $2.08M 0.85% -180 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 31,629 shares; 2021Q3: 32,583 shares; 2021Q4: 34,969 shares; 2022Q1: 36,754 shares; 2022Q2: 36,771 shares; 2022Q3: 36,473 shares; 2022Q4: 36,625 shares; 2023Q1: 38,271 shares 38,271 $2.05M 0.84% +1,646 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 23,720 shares; 2021Q3: 25,643 shares; 2021Q4: 32,986 shares; 2022Q1: 31,553 shares; 2022Q2: 25,700 shares; 2022Q3: 33,331 shares; 2022Q4: 37,434 shares; 2023Q1: 42,470 shares 42,470 $2.04M 0.84% +5,036 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,677 shares; 2022Q2: 20,138 shares; 2022Q3: 18,331 shares; 2022Q4: 18,673 shares; 2023Q1: 18,761 shares 18,761 $1.83M 0.75% +88 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,549 shares; 2021Q3: 5,512 shares; 2021Q4: 5,440 shares; 2022Q1: 5,440 shares; 2022Q2: 5,440 shares; 2022Q3: 5,440 shares; 2022Q4: 5,741 shares; 2023Q1: 5,741 shares 5,741 $1.77M 0.73% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20,272 shares; 2021Q3: 18,323 shares; 2021Q4: 18,407 shares; 2022Q1: 37,070 shares; 2022Q2: 37,171 shares; 2022Q3: 37,142 shares; 2022Q4: 37,641 shares; 2023Q1: 36,677 shares 36,677 $1.75M 0.72% -964 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; 2021Q2: 27,489 shares; 2021Q3: 28,000 shares; 2021Q4: 31,428 shares; 2022Q1: 27,740 shares; 2022Q2: 37,835 shares; 2022Q3: 35,767 shares; 2022Q4: 37,712 shares; 2023Q1: 39,313 shares 39,313 $1.59M 0.65% +1,601 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 17,568 shares; 2021Q3: 17,495 shares; 2021Q4: 17,453 shares; 2022Q1: 35,311 shares; 2022Q2: 34,752 shares; 2022Q3: 35,443 shares; 2022Q4: 35,294 shares; 2023Q1: 35,708 shares 35,708 $1.5M 0.61% +414 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 19,417 shares; 2021Q3: 19,445 shares; 2021Q4: 18,837 shares; 2022Q1: 21,563 shares; 2022Q2: 19,371 shares; 2022Q3: 20,006 shares; 2022Q4: 20,222 shares; 2023Q1: 20,489 shares 20,489 $1.49M 0.61% +267 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,989 shares; 2021Q3: 9,979 shares; 2021Q4: 9,235 shares; 2022Q1: 9,089 shares; 2022Q2: 9,092 shares; 2022Q3: 8,926 shares; 2022Q4: 9,504 shares; 2023Q1: 9,458 shares 9,458 $1.44M 0.59% -46 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 45,839 shares; 2021Q4: 45,262 shares; 2022Q1: 45,145 shares; 2022Q2: 43,256 shares; 2022Q3: 43,624 shares; 2022Q4: 43,150 shares; 2023Q1: 44,377 shares 44,377 $1.43M 0.59% +1,227 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 18,033 shares; 2021Q3: 19,253 shares; 2021Q4: 18,724 shares; 2022Q1: 17,640 shares; 2022Q2: 22,426 shares; 2022Q3: 22,586 shares; 2022Q4: 19,273 shares; 2023Q1: 19,472 shares 19,472 $1.4M 0.57% +199 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 42,217 shares; 2021Q3: 41,341 shares; 2021Q4: 41,886 shares; 2022Q1: 42,786 shares; 2022Q2: 41,362 shares; 2022Q3: 40,345 shares; 2022Q4: 40,810 shares; 2023Q1: 40,746 shares 40,746 $1.37M 0.56% -64 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 47,189 shares; 2021Q3: 50,014 shares; 2021Q4: 51,608 shares; 2022Q1: 49,501 shares; 2022Q2: 49,678 shares; 2022Q3: 50,073 shares; 2022Q4: 46,977 shares; 2023Q1: 43,672 shares 43,672 $1.36M 0.56% -3,305 Timeline DFNM DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,216 shares; 2022Q2: 11,208 shares; 2022Q3: 18,449 shares; 2022Q4: 19,404 shares; 2023Q1: 28,034 shares 28,034 $1.35M 0.56% +8,630 Timeline ISCF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 40,981 shares; 2021Q3: 38,409 shares; 2021Q4: 38,409 shares; 2022Q1: 38,409 shares; 2022Q2: 38,980 shares; 2022Q3: 38,980 shares; 2022Q4: not reported; 2023Q1: 42,325 shares 42,325 $1.32M 0.54% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 47,255 shares; 2021Q3: 47,503 shares; 2021Q4: 49,101 shares; 2022Q1: 50,544 shares; 2022Q2: 50,527 shares; 2022Q3: 51,393 shares; 2022Q4: 48,317 shares; 2023Q1: 51,564 shares 51,564 $1.26M 0.52% +3,247 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 33,758 shares; 2021Q3: 35,450 shares; 2021Q4: 36,571 shares; 2022Q1: 37,190 shares; 2022Q2: 25,679 shares; 2022Q3: 26,442 shares; 2022Q4: 25,888 shares; 2023Q1: 26,516 shares 26,516 $1.24M 0.51% +628 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 26,985 shares; 2021Q3: 27,652 shares; 2021Q4: 28,776 shares; 2022Q1: 24,159 shares; 2022Q2: 23,650 shares; 2022Q3: 23,703 shares; 2022Q4: 22,832 shares; 2023Q1: 23,920 shares 23,920 $1.17M 0.48% +1,088 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20,734 shares; 2021Q3: 20,923 shares; 2021Q4: 21,761 shares; 2022Q1: 21,778 shares; 2022Q2: 19,178 shares; 2022Q3: 18,717 shares; 2022Q4: 18,496 shares; 2023Q1: 18,704 shares 18,704 $1.11M 0.46% +208 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,024 shares; 2021Q3: 33,145 shares; 2021Q4: 34,332 shares; 2022Q1: 18,447 shares; 2022Q2: 26,441 shares; 2022Q3: 26,046 shares; 2022Q4: 24,135 shares; 2023Q1: 22,160 shares 22,160 $1.09M 0.45% -1,975 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 38,806 shares; 2021Q3: 33,568 shares; 2021Q4: 30,389 shares; 2022Q1: 29,885 shares; 2022Q2: 28,669 shares; 2022Q3: 27,153 shares; 2022Q4: 26,784 shares; 2023Q1: 26,390 shares 26,390 $986K 0.4% -394 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,327 shares; 2021Q3: 11,360 shares; 2021Q4: 15,004 shares; 2022Q1: 15,293 shares; 2022Q2: 15,598 shares; 2022Q3: 16,229 shares; 2022Q4: 17,394 shares; 2023Q1: 19,583 shares 19,583 $871K 0.36% +2,189 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 45,467 shares; 2021Q3: 41,753 shares; 2021Q4: 41,251 shares; 2022Q1: 21,042 shares; 2022Q2: 14,567 shares; 2022Q3: 11,485 shares; 2022Q4: 10,788 shares; 2023Q1: 10,895 shares 10,895 $833K 0.34% +107 Timeline VSS 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; 2021Q2: 7,001 shares; 2021Q3: 7,277 shares; 2021Q4: 7,566 shares; 2022Q1: 6,930 shares; 2022Q2: 7,179 shares; 2022Q3: 7,370 shares; 2022Q4: 7,409 shares; 2023Q1: 7,595 shares 7,595 $830K 0.34% +186 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,492 shares; 2021Q3: 16,723 shares; 2021Q4: 16,584 shares; 2022Q1: 11,911 shares; 2022Q2: 11,424 shares; 2022Q3: 11,355 shares; 2022Q4: 11,210 shares; 2023Q1: 11,034 shares 11,034 $814K 0.33% -176 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; 2021Q2: 13,133 shares; 2021Q3: 13,109 shares; 2021Q4: 13,106 shares; 2022Q1: 12,677 shares; 2022Q2: 12,817 shares; 2022Q3: 12,837 shares; 2022Q4: 12,386 shares; 2023Q1: 12,403 shares 12,403 $813K 0.33% +17 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,397 shares; 2021Q3: 4,397 shares; 2021Q4: 4,374 shares; 2022Q1: 4,374 shares; 2022Q2: 4,374 shares; 2022Q3: 4,374 shares; 2022Q4: 4,316 shares; 2023Q1: 4,111 shares 4,111 $787K 0.32% -205 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,645 shares; 2021Q3: 9,645 shares; 2021Q4: 9,645 shares; 2022Q1: 9,645 shares; 2022Q2: 9,645 shares; 2022Q3: 9,645 shares; 2022Q4: 9,645 shares; 2023Q1: 9,649 shares 9,649 $767K 0.31% +4 Timeline AVDV 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; 2021Q2: 3,065 shares; 2021Q3: 3,366 shares; 2021Q4: 3,931 shares; 2022Q1: 12,396 shares; 2022Q2: 9,152 shares; 2022Q3: 9,393 shares; 2022Q4: 10,498 shares; 2023Q1: 11,628 shares 11,628 $680K 0.28% +1,130 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,723 shares; 2021Q3: 8,768 shares; 2021Q4: 8,488 shares; 2022Q1: 8,321 shares; 2022Q2: 7,470 shares; 2022Q3: 7,470 shares; 2022Q4: 7,715 shares; 2023Q1: 7,785 shares 7,785 $661K 0.27% +70 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,118 shares; 2021Q3: 9,189 shares; 2021Q4: 8,828 shares; 2022Q1: 8,928 shares; 2022Q2: 7,938 shares; 2022Q3: 8,082 shares; 2022Q4: 7,738 shares; 2023Q1: 7,738 shares 7,738 $621K 0.25% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,015 shares; 2021Q3: 17,102 shares; 2021Q4: 18,081 shares; 2022Q1: 18,373 shares; 2022Q2: 18,056 shares; 2022Q3: 18,091 shares; 2022Q4: 20,804 shares; 2023Q1: 19,764 shares 19,764 $618K 0.25% -1,040 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,316 shares; 2021Q3: 3,734 shares; 2021Q4: 4,683 shares; 2022Q1: 3,175 shares; 2022Q2: 8,625 shares; 2022Q3: 8,939 shares; 2022Q4: 8,096 shares; 2023Q1: 8,286 shares 8,286 $595K 0.24% +190 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,074 shares; 2022Q2: 7,465 shares; 2022Q3: 12,779 shares; 2022Q4: 12,126 shares; 2023Q1: 12,285 shares 12,285 $573K 0.24% +159 Timeline DFSU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,863 shares; 2023Q1: 21,243 shares 21,243 $565K 0.23% +5,380 Timeline DFSB DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,535 shares; 2023Q1: 10,192 shares 10,192 $528K 0.22% +7,657 Timeline VEU 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; 2021Q2: 10,797 shares; 2021Q3: 10,761 shares; 2021Q4: 10,707 shares; 2022Q1: 10,612 shares; 2022Q2: 10,630 shares; 2022Q3: 10,695 shares; 2022Q4: 9,837 shares; 2023Q1: 9,667 shares 9,667 $517K 0.21% -170 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,005 shares; 2021Q3: 5,505 shares; 2021Q4: 5,901 shares; 2022Q1: 5,745 shares; 2022Q2: 7,695 shares; 2022Q3: 7,654 shares; 2022Q4: 8,895 shares; 2023Q1: 9,744 shares 9,744 $514K 0.21% +849 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 11,046 shares; 2021Q3: 10,899 shares; 2021Q4: 10,825 shares; 2022Q1: 10,974 shares; 2022Q2: 10,306 shares; 2022Q3: 10,724 shares; 2022Q4: 9,483 shares; 2023Q1: 9,470 shares 9,470 $496K 0.2% -13 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 6,161 shares; 2021Q3: 6,630 shares; 2021Q4: 6,927 shares; 2022Q1: 7,674 shares; 2022Q2: 7,074 shares; 2022Q3: 7,818 shares; 2022Q4: 7,710 shares; 2023Q1: 7,710 shares 7,710 $480K 0.2% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,130 shares; 2021Q3: 4,316 shares; 2021Q4: 7,433 shares; 2022Q1: 12,914 shares; 2022Q2: 8,672 shares; 2022Q3: 11,874 shares; 2022Q4: 13,336 shares; 2023Q1: 13,740 shares 13,740 $468K 0.19% +404 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 12,355 shares; 2022Q3: 12,355 shares; 2022Q4: 12,355 shares; 2023Q1: 12,355 shares 12,355 $414K 0.17% 0 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,928 shares; 2021Q3: 14,623 shares; 2021Q4: 15,374 shares; 2022Q1: 16,423 shares; 2022Q2: 16,521 shares; 2022Q3: 16,545 shares; 2022Q4: 15,677 shares; 2023Q1: 16,560 shares 16,560 $413K 0.17% +883 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,509 shares; 2021Q3: 16,452 shares; 2021Q4: 17,238 shares; 2022Q1: 49,199 shares; 2022Q2: 55,028 shares; 2022Q3: 21,311 shares; 2022Q4: 20,719 shares; 2023Q1: 21,200 shares 21,200 $413K 0.17% +481 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; 2021Q2: 2,536 shares; 2021Q3: 2,538 shares; 2021Q4: 2,539 shares; 2022Q1: 2,503 shares; 2022Q2: 2,503 shares; 2022Q3: 2,503 shares; 2022Q4: 2,568 shares; 2023Q1: 2,642 shares 2,642 $407K 0.17% +74 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 825 shares; 2021Q3: 825 shares; 2021Q4: 5,256 shares; 2022Q1: 11,555 shares; 2022Q2: 12,987 shares; 2022Q3: 11,373 shares; 2022Q4: 10,961 shares; 2023Q1: 8,408 shares 8,408 $400K 0.16% -2,553 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,239 shares; 2021Q3: 2,239 shares; 2021Q4: 2,239 shares; 2022Q1: 2,203 shares; 2022Q2: 2,203 shares; 2022Q3: 2,186 shares; 2022Q4: 2,188 shares; 2023Q1: 2,188 shares 2,188 $390K 0.16% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,556 shares; 2021Q3: 1,556 shares; 2021Q4: 1,556 shares; 2022Q1: 1,556 shares; 2022Q2: 1,556 shares; 2022Q3: 1,556 shares; 2022Q4: 1,571 shares; 2023Q1: 1,550 shares 1,550 $375K 0.15% -21 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 485 shares; 2021Q3: 561 shares; 2021Q4: 3,241 shares; 2022Q1: 9,491 shares; 2022Q2: 8,208 shares; 2022Q3: 8,625 shares; 2022Q4: 9,659 shares; 2023Q1: 10,488 shares 10,488 $373K 0.15% +829 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 24,896 shares; 2021Q3: 23,296 shares; 2021Q4: 22,129 shares; 2022Q1: 22,129 shares; 2022Q2: 22,129 shares; 2022Q3: 22,129 shares; 2022Q4: 22,129 shares; 2023Q1: 22,129 shares 22,129 $363K 0.15% 0 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,840 shares; 2023Q1: 14,460 shares 14,460 $355K 0.15% +12,620 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,050 shares; 2021Q3: 4,050 shares; 2021Q4: 4,066 shares; 2022Q1: 4,555 shares; 2022Q2: 4,555 shares; 2022Q3: 6,052 shares; 2022Q4: 6,785 shares; 2023Q1: 7,254 shares 7,254 $347K 0.14% +469 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,960 shares; 2021Q3: 9,712 shares; 2021Q4: 10,683 shares; 2022Q1: 10,731 shares; 2022Q2: 9,165 shares; 2022Q3: 9,585 shares; 2022Q4: 9,835 shares; 2023Q1: 9,951 shares 9,951 $338K 0.14% +116 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 137 shares; 2021Q3: 137 shares; 2021Q4: 137 shares; 2022Q1: 137 shares; 2022Q2: 137 shares; 2022Q3: 2,740 shares; 2022Q4: 2,740 shares; 2023Q1: 3,240 shares 3,240 $337K 0.14% +500 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,217 shares; 2021Q3: 3,376 shares; 2021Q4: 3,340 shares; 2022Q1: 3,340 shares; 2022Q2: 3,340 shares; 2022Q3: 3,419 shares; 2022Q4: 2,998 shares; 2023Q1: 3,051 shares 3,051 $334K 0.14% +53 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,515 shares; 2021Q3: 2,428 shares; 2021Q4: 2,372 shares; 2022Q1: 2,258 shares; 2022Q2: 2,191 shares; 2022Q3: 2,132 shares; 2022Q4: 2,266 shares; 2023Q1: 2,155 shares 2,155 $334K 0.14% -111 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,555 shares; 2021Q3: 9,555 shares; 2021Q4: 9,555 shares; 2022Q1: 9,380 shares; 2022Q2: 9,380 shares; 2022Q3: 9,380 shares; 2022Q4: 9,380 shares; 2023Q1: 9,255 shares 9,255 $334K 0.14% -125 Timeline DFSE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,920 shares; 2023Q1: 11,125 shares 11,125 $333K 0.14% +1,205 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,101 shares; 2021Q3: 3,101 shares; 2021Q4: 3,101 shares; 2022Q1: 3,101 shares; 2022Q2: 3,101 shares; 2022Q3: 3,101 shares; 2022Q4: 3,101 shares; 2023Q1: 3,101 shares 3,101 $329K 0.13% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 36,570 shares; 2021Q3: 20,739 shares; 2021Q4: 16,101 shares; 2022Q1: 15,108 shares; 2022Q2: 15,056 shares; 2022Q3: 15,056 shares; 2022Q4: 11,118 shares; 2023Q1: 10,178 shares 10,178 $321K 0.13% -940 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; 2021Q2: 700 shares; 2021Q3: 700 shares; 2021Q4: 700 shares; 2022Q1: 658 shares; 2022Q2: 658 shares; 2022Q3: 658 shares; 2022Q4: 658 shares; 2023Q1: 658 shares 658 $302K 0.12% 0 Timeline SUSC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,960 shares; 2021Q3: 10,731 shares; 2021Q4: 14,824 shares; 2022Q1: 17,389 shares; 2022Q2: 14,290 shares; 2022Q3: 14,143 shares; 2022Q4: 12,883 shares; 2023Q1: 12,797 shares 12,797 $295K 0.12% -86 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 49,809 shares; 2021Q3: 50,592 shares; 2021Q4: 51,261 shares; 2022Q1: 36,906 shares; 2022Q2: 27,176 shares; 2022Q3: 17,695 shares; 2022Q4: 6,297 shares; 2023Q1: 5,712 shares 5,712 $289K 0.12% -585 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; 2021Q2: 612 shares; 2021Q3: 612 shares; 2021Q4: 612 shares; 2022Q1: 592 shares; 2022Q2: 592 shares; 2022Q3: 592 shares; 2022Q4: 600 shares; 2023Q1: 549 shares 549 $273K 0.11% -51 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; 2021Q2: 1,201 shares; 2021Q3: 969 shares; 2021Q4: 956 shares; 2022Q1: 1,024 shares; 2022Q2: 889 shares; 2022Q3: 889 shares; 2022Q4: 844 shares; 2023Q1: 844 shares 844 $271K 0.11% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,908 shares; 2021Q3: 9,700 shares; 2021Q4: 9,700 shares; 2022Q1: 9,700 shares; 2022Q2: 33,940 shares; 2022Q3: 33,940 shares; 2022Q4: 9,700 shares; 2023Q1: 9,700 shares 9,700 $270K 0.11% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 133 shares; 2021Q3: 127 shares; 2021Q4: 123 shares; 2022Q1: 105 shares; 2022Q2: 1,345 shares; 2022Q3: 1,345 shares; 2022Q4: 1,345 shares; 2023Q1: 2,583 shares 2,583 $267K 0.11% +1,238 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,953 shares; 2021Q3: 4,953 shares; 2021Q4: 4,953 shares; 2022Q1: 4,953 shares; 2022Q2: 4,953 shares; 2022Q3: 4,953 shares; 2022Q4: 4,953 shares; 2023Q1: 4,953 shares 4,953 $250K 0.1% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,593 shares; 2021Q3: 1,525 shares; 2021Q4: 1,496 shares; 2022Q1: 1,496 shares; 2022Q2: 1,421 shares; 2022Q3: 1,418 shares; 2022Q4: 1,263 shares; 2023Q1: 1,353 shares 1,353 $248K 0.1% +90 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 679 shares 679 $241K 0.1% new Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,546 shares; 2021Q3: 8,083 shares; 2021Q4: 6,880 shares; 2022Q1: 5,501 shares; 2022Q2: 5,007 shares; 2022Q3: 5,007 shares; 2022Q4: 4,379 shares; 2023Q1: 4,379 shares 4,379 $241K 0.1% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,257 shares; 2021Q3: 3,257 shares; 2021Q4: 3,034 shares; 2022Q1: 2,931 shares; 2022Q2: 2,246 shares; 2022Q3: 1,891 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares 1,891 $240K 0.1% 0 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 627 shares; 2021Q3: 627 shares; 2021Q4: 627 shares; 2022Q1: 565 shares; 2022Q2: 565 shares; 2022Q3: 565 shares; 2022Q4: 565 shares; 2023Q1: 569 shares 569 $233K 0.1% +4 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,758 shares; 2021Q3: 2,872 shares; 2021Q4: 2,877 shares; 2022Q1: 4,322 shares; 2022Q2: 5,102 shares; 2022Q3: 5,102 shares; 2022Q4: 4,764 shares; 2023Q1: 4,764 shares 4,764 $233K 0.1% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 13,970 shares; 2022Q2: 14,577 shares; 2022Q3: 14,577 shares; 2022Q4: 20,430 shares; 2023Q1: 19,696 shares 19,696 $226K 0.09% -734 Timeline AVUV 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; 2021Q2: not reported; 2021Q3: 101 shares; 2021Q4: 296 shares; 2022Q1: 1,501 shares; 2022Q2: 3,023 shares; 2022Q3: 3,048 shares; 2022Q4: 3,048 shares; 2023Q1: 3,034 shares 3,034 $225K 0.09% -14 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,540 shares; 2021Q3: 3,332 shares; 2021Q4: 3,201 shares; 2022Q1: 3,248 shares; 2022Q2: 3,248 shares; 2022Q3: 3,108 shares; 2022Q4: 3,108 shares; 2023Q1: 3,122 shares 3,122 $223K 0.09% +14 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,283 shares; 2022Q2: 12,620 shares; 2022Q3: 8,157 shares; 2022Q4: 5,125 shares; 2023Q1: 5,147 shares 5,147 $223K 0.09% +22 Timeline DFSI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,453 shares; 2023Q1: 7,318 shares 7,318 $220K 0.09% +3,865 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,677 shares; 2021Q3: 4,733 shares; 2021Q4: 4,400 shares; 2022Q1: 4,513 shares; 2022Q2: 3,950 shares; 2022Q3: 3,950 shares; 2022Q4: 3,950 shares; 2023Q1: 3,857 shares 3,857 $213K 0.09% -93 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,710 shares; 2021Q3: 3,032 shares; 2021Q4: 3,032 shares; 2022Q1: 3,065 shares; 2022Q2: 2,213 shares; 2022Q3: 2,213 shares; 2022Q4: 2,332 shares; 2023Q1: 2,355 shares 2,355 $207K 0.08% +23 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 828 shares; 2021Q3: 781 shares; 2021Q4: 781 shares; 2022Q1: 781 shares; 2022Q2: 781 shares; 2022Q3: 781 shares; 2022Q4: 781 shares; 2023Q1: 1,923 shares 1,923 $203K 0.08% +1,142 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,506 shares; 2021Q3: 5,087 shares; 2021Q4: 4,513 shares; 2022Q1: 3,090 shares; 2022Q2: 3,110 shares; 2022Q3: 3,529 shares; 2022Q4: 3,935 shares; 2023Q1: 3,946 shares 3,946 $186K 0.08% +11 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 611 shares; 2021Q3: 406 shares; 2021Q4: 200 shares; 2022Q1: 248 shares; 2022Q2: 248 shares; 2022Q3: 860 shares; 2022Q4: 1,797 shares; 2023Q1: 1,847 shares 1,847 $183K 0.08% +50 Timeline BBLU EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18,900 shares; 2023Q1: 18,900 shares 18,900 $168K 0.07% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 85 shares; 2021Q3: 82 shares; 2021Q4: 77 shares; 2022Q1: 54 shares; 2022Q2: 54 shares; 2022Q3: 1,080 shares; 2022Q4: 1,080 shares; 2023Q1: 1,588 shares 1,588 $165K 0.07% +508 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,269 shares; 2021Q3: 1,330 shares; 2021Q4: 1,330 shares; 2022Q1: 1,330 shares; 2022Q2: 1,330 shares; 2022Q3: 1,330 shares; 2022Q4: 1,080 shares; 2023Q1: 1,080 shares 1,080 $164K 0.07% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,228 shares; 2021Q3: 1,228 shares; 2021Q4: 1,228 shares; 2022Q1: 1,197 shares; 2022Q2: 1,197 shares; 2022Q3: 1,197 shares; 2022Q4: 1,163 shares; 2023Q1: 1,163 shares 1,163 $159K 0.07% 0 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; 2021Q2: 524 shares; 2021Q3: 524 shares; 2021Q4: 524 shares; 2022Q1: 524 shares; 2022Q2: 524 shares; 2022Q3: 524 shares; 2022Q4: 421 shares; 2023Q1: 421 shares 421 $158K 0.06% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 926 shares; 2021Q3: 926 shares; 2021Q4: 926 shares; 2022Q1: 926 shares; 2022Q2: 926 shares; 2022Q3: 874 shares; 2022Q4: 874 shares; 2023Q1: 846 shares 846 $153K 0.06% -28 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 752 shares; 2021Q3: 752 shares; 2021Q4: 752 shares; 2022Q1: 752 shares; 2022Q2: 752 shares; 2022Q3: 752 shares; 2022Q4: 752 shares; 2023Q1: 752 shares 752 $151K 0.06% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 10,026 shares; 2021Q3: 9,201 shares; 2021Q4: 8,579 shares; 2022Q1: 8,579 shares; 2022Q2: 17,344 shares; 2022Q3: 10,206 shares; 2022Q4: 8,323 shares; 2023Q1: 2,939 shares 2,939 $149K 0.06% -5,384 Timeline GSBC GREAT SOUTHN BANCORP INC More: the full row for GREAT SOUTHN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,935 shares; 2021Q3: 2,935 shares; 2021Q4: 2,935 shares; 2022Q1: 2,935 shares; 2022Q2: 2,935 shares; 2022Q3: 2,935 shares; 2022Q4: 2,935 shares; 2023Q1: 2,935 shares 2,935 $149K 0.06% 0 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,854 shares; 2022Q1: 961 shares; 2022Q2: 3,171 shares; 2022Q3: 3,171 shares; 2022Q4: 2,187 shares; 2023Q1: 2,187 shares 2,187 $147K 0.06% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,357 shares; 2021Q3: 3,418 shares; 2021Q4: 3,428 shares; 2022Q1: 2,602 shares; 2022Q2: 2,602 shares; 2022Q3: 2,283 shares; 2022Q4: 2,946 shares; 2023Q1: 3,829 shares 3,829 $143K 0.06% +883 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 555 shares; 2021Q3: 555 shares; 2021Q4: 555 shares; 2022Q1: 555 shares; 2022Q2: 555 shares; 2022Q3: 555 shares; 2022Q4: 555 shares; 2023Q1: 555 shares 555 $141K 0.06% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,638 shares; 2021Q3: 4,639 shares; 2021Q4: 4,663 shares; 2022Q1: 4,664 shares; 2022Q2: 4,665 shares; 2022Q3: 4,667 shares; 2022Q4: 4,669 shares; 2023Q1: 4,678 shares 4,678 $141K 0.06% +9 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 219 shares; 2021Q3: 215 shares; 2021Q4: 215 shares; 2022Q1: 215 shares; 2022Q2: 215 shares; 2022Q3: 215 shares; 2022Q4: 215 shares; 2023Q1: 218 shares 218 $140K 0.06% +3 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; 2021Q2: 742 shares; 2021Q3: 742 shares; 2021Q4: 742 shares; 2022Q1: 742 shares; 2022Q2: 742 shares; 2022Q3: 742 shares; 2022Q4: 742 shares; 2023Q1: 742 shares 742 $139K 0.06% 0 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,233 shares; 2021Q3: 1,233 shares; 2021Q4: 1,503 shares; 2022Q1: 2,110 shares; 2022Q2: 2,110 shares; 2022Q3: 2,110 shares; 2022Q4: 2,162 shares; 2023Q1: 2,162 shares 2,162 $136K 0.06% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,224 shares; 2021Q3: 2,224 shares; 2021Q4: 2,224 shares; 2022Q1: 2,640 shares; 2022Q2: 1,480 shares; 2022Q3: 1,480 shares; 2022Q4: 1,546 shares; 2023Q1: 1,546 shares 1,546 $133K 0.05% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,521 shares; 2021Q3: 670 shares; 2021Q4: 671 shares; 2022Q1: 634 shares; 2022Q2: 616 shares; 2022Q3: 618 shares; 2022Q4: 567 shares; 2023Q1: 569 shares 569 $128K 0.05% +2 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 543 shares; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 520 shares; 2022Q2: 520 shares; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 520 shares 520 $127K 0.05% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 1,013 shares; 2022Q3: 1,159 shares; 2022Q4: 1,342 shares; 2023Q1: 1,342 shares 1,342 $125K 0.05% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,374 shares; 2021Q3: 1,326 shares; 2021Q4: 1,277 shares; 2022Q1: 1,277 shares; 2022Q2: 1,199 shares; 2022Q3: 1,199 shares; 2022Q4: 1,131 shares; 2023Q1: 1,143 shares 1,143 $122K 0.05% +12 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 996 shares; 2021Q3: 952 shares; 2021Q4: 908 shares; 2022Q1: 908 shares; 2022Q2: 908 shares; 2022Q3: 908 shares; 2022Q4: 931 shares; 2023Q1: 931 shares 931 $121K 0.05% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,600 shares; 2021Q3: 9,600 shares; 2021Q4: 9,600 shares; 2022Q1: 9,600 shares; 2022Q2: 9,600 shares; 2022Q3: 9,600 shares; 2022Q4: 9,600 shares; 2023Q1: 9,600 shares 9,600 $120K 0.05% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,437 shares; 2021Q3: 1,437 shares; 2021Q4: 1,642 shares; 2022Q1: 1,642 shares; 2022Q2: 1,547 shares; 2022Q3: 1,595 shares; 2022Q4: 1,625 shares; 2023Q1: 1,492 shares 1,492 $113K 0.05% -133 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,482 shares; 2022Q2: 11,482 shares; 2022Q3: 11,482 shares; 2022Q4: 11,482 shares; 2023Q1: 11,482 shares 11,482 $106K 0.04% 0 Timeline AVEM 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; 2021Q2: 2,147 shares; 2021Q3: 2,147 shares; 2021Q4: 2,131 shares; 2022Q1: 2,131 shares; 2022Q2: 2,131 shares; 2022Q3: 1,990 shares; 2022Q4: 1,990 shares; 2023Q1: 1,990 shares 1,990 $105K 0.04% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 410 shares; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 360 shares; 2022Q2: 318 shares; 2022Q3: 348 shares; 2022Q4: 348 shares; 2023Q1: 348 shares 348 $103K 0.04% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 669 shares; 2021Q3: 670 shares; 2021Q4: 670 shares; 2022Q1: 671 shares; 2022Q2: 670 shares; 2022Q3: 670 shares; 2022Q4: 695 shares; 2023Q1: 695 shares 695 $103K 0.04% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,340 shares; 2021Q3: 3,406 shares; 2021Q4: 3,406 shares; 2022Q1: 3,406 shares; 2022Q2: 3,453 shares; 2022Q3: 3,387 shares; 2022Q4: 3,387 shares; 2023Q1: 3,787 shares 3,787 $101K 0.04% +400 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 393 shares; 2021Q3: 393 shares; 2021Q4: 393 shares; 2022Q1: 340 shares; 2022Q2: 340 shares; 2022Q3: 340 shares; 2022Q4: 350 shares; 2023Q1: 350 shares 350 $100K 0.04% 0 Timeline AVDE 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; 2021Q2: 1,545 shares; 2021Q3: 1,664 shares; 2021Q4: 1,718 shares; 2022Q1: 1,859 shares; 2022Q2: 1,735 shares; 2022Q3: 1,847 shares; 2022Q4: 1,683 shares; 2023Q1: 1,683 shares 1,683 $96K 0.04% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,076 shares; 2021Q3: 1,076 shares; 2021Q4: 1,076 shares; 2022Q1: 1,044 shares; 2022Q2: 1,044 shares; 2022Q3: 1,044 shares; 2022Q4: 1,044 shares; 2023Q1: 1,044 shares 1,044 $95K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 902 shares; 2021Q3: 795 shares; 2021Q4: 781 shares; 2022Q1: 733 shares; 2022Q2: 733 shares; 2022Q3: 733 shares; 2022Q4: 364 shares; 2023Q1: 364 shares 364 $91K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,291 shares; 2021Q3: 1,258 shares; 2021Q4: 1,258 shares; 2022Q1: 1,258 shares; 2022Q2: 1,258 shares; 2022Q3: 1,258 shares; 2022Q4: 1,258 shares; 2023Q1: 1,283 shares 1,283 $89K 0.04% +25 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,269 shares; 2021Q3: 5,240 shares; 2021Q4: 6,242 shares; 2022Q1: 4,949 shares; 2022Q2: 8,473 shares; 2022Q3: 5,222 shares; 2022Q4: 2,565 shares; 2023Q1: 2,687 shares 2,687 $85K 0.03% +122 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 795 shares; 2021Q3: 798 shares; 2021Q4: 802 shares; 2022Q1: 765 shares; 2022Q2: 767 shares; 2022Q3: 770 shares; 2022Q4: 751 shares; 2023Q1: 779 shares 779 $85K 0.03% +28 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,408 shares; 2021Q3: 3,408 shares; 2021Q4: 3,408 shares; 2022Q1: 2,538 shares; 2022Q2: 2,538 shares; 2022Q3: 2,538 shares; 2022Q4: 2,857 shares; 2023Q1: 2,857 shares 2,857 $82K 0.03% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 436 shares; 2021Q3: 436 shares; 2021Q4: 436 shares; 2022Q1: 396 shares; 2022Q2: 396 shares; 2022Q3: 396 shares; 2022Q4: 396 shares; 2023Q1: 343 shares 343 $82K 0.03% -53 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 486 shares; 2021Q3: 486 shares; 2021Q4: 486 shares; 2022Q1: 486 shares; 2022Q2: 486 shares; 2022Q3: 486 shares; 2022Q4: 320 shares; 2023Q1: 1,142 shares 1,142 $82K 0.03% +822 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,365 shares; 2021Q3: 2,370 shares; 2021Q4: 2,376 shares; 2022Q1: 2,380 shares; 2022Q2: 2,385 shares; 2022Q3: 2,390 shares; 2022Q4: 2,397 shares; 2023Q1: 2,403 shares 2,403 $80K 0.03% +6 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 538 shares; 2021Q3: 490 shares; 2021Q4: 469 shares; 2022Q1: 469 shares; 2022Q2: 469 shares; 2022Q3: 469 shares; 2022Q4: 496 shares; 2023Q1: 498 shares 498 $73K 0.03% +2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $71K 0.03% 0 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; 2021Q2: 347 shares; 2021Q3: 317 shares; 2021Q4: 240 shares; 2022Q1: 274 shares; 2022Q2: 274 shares; 2022Q3: 274 shares; 2022Q4: 274 shares; 2023Q1: 274 shares 274 $69K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 283 shares; 2021Q3: 283 shares; 2021Q4: 283 shares; 2022Q1: 283 shares; 2022Q2: 283 shares; 2022Q3: 283 shares; 2022Q4: 283 shares; 2023Q1: 283 shares 283 $69K 0.03% 0 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,325 shares; 2021Q3: 3,325 shares; 2021Q4: 3,325 shares; 2022Q1: 3,325 shares; 2022Q2: 3,325 shares; 2022Q3: 3,033 shares; 2022Q4: 3,033 shares; 2023Q1: 3,033 shares 3,033 $68K 0.03% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 369 shares; 2021Q3: 344 shares; 2021Q4: 344 shares; 2022Q1: 344 shares; 2022Q2: 344 shares; 2022Q3: 344 shares; 2022Q4: 344 shares; 2023Q1: 359 shares 359 $65K 0.03% +15 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 283 shares; 2021Q3: 249 shares; 2021Q4: 215 shares; 2022Q1: 175 shares; 2022Q2: 175 shares; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares 175 $64K 0.03% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,113 shares; 2021Q3: 2,113 shares; 2021Q4: 2,113 shares; 2022Q1: 1,907 shares; 2022Q2: 1,907 shares; 2022Q3: 1,907 shares; 2022Q4: 1,907 shares; 2023Q1: 1,930 shares 1,930 $63K 0.03% +23 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 597 shares; 2021Q3: 597 shares; 2021Q4: 597 shares; 2022Q1: 597 shares; 2022Q2: 597 shares; 2022Q3: 597 shares; 2022Q4: 597 shares; 2023Q1: 597 shares 597 $63K 0.03% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,024 shares; 2021Q3: 1,185 shares; 2021Q4: 1,185 shares; 2022Q1: 1,252 shares; 2022Q2: 1,252 shares; 2022Q3: 1,252 shares; 2022Q4: 1,252 shares; 2023Q1: 1,252 shares 1,252 $61K 0.03% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 167 shares; 2021Q3: 167 shares; 2021Q4: 167 shares; 2022Q1: 125 shares; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 130 shares 130 $61K 0.03% +5 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 427 shares; 2022Q2: 427 shares; 2022Q3: 427 shares; 2022Q4: 427 shares; 2023Q1: 427 shares 427 $59K 0.02% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 96 shares; 2021Q3: 96 shares; 2021Q4: 96 shares; 2022Q1: 96 shares; 2022Q2: 96 shares; 2022Q3: 96 shares; 2022Q4: 354 shares; 2023Q1: 364 shares 364 $58K 0.02% +10 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 262 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $57K 0.02% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 605 shares; 2021Q3: 605 shares; 2021Q4: 605 shares; 2022Q1: 605 shares; 2022Q2: 605 shares; 2022Q3: 605 shares; 2022Q4: 605 shares; 2023Q1: 605 shares 605 $56K 0.02% 0 Timeline OIA INVESCO MUNI INCOME OPP TRST More: the full row for INVESCO MUNI INCOME OPP TRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,000 shares; 2021Q3: 8,000 shares; 2021Q4: 8,000 shares; 2022Q1: 8,000 shares; 2022Q2: 8,000 shares; 2022Q3: 8,000 shares; 2022Q4: 8,000 shares; 2023Q1: 8,000 shares 8,000 $53K 0.02% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 550 shares; 2021Q3: 510 shares; 2021Q4: 470 shares; 2022Q1: 386 shares; 2022Q2: 386 shares; 2022Q3: 386 shares; 2022Q4: 614 shares; 2023Q1: 500 shares 500 $51K 0.02% -114 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 849 shares; 2021Q3: 1,031 shares; 2021Q4: 3,149 shares; 2022Q1: 3,149 shares; 2022Q2: 3,149 shares; 2022Q3: 3,149 shares; 2022Q4: 3,285 shares; 2023Q1: 3,620 shares 3,620 $51K 0.02% +335 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; 2021Q2: 23 shares; 2021Q3: 31 shares; 2021Q4: 31 shares; 2022Q1: 1,348 shares; 2022Q2: 1,529 shares; 2022Q3: 1,653 shares; 2022Q4: 1,521 shares; 2023Q1: 1,867 shares 1,867 $50K 0.02% +346 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 361 shares; 2021Q3: 330 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $50K 0.02% 0 Timeline PHO INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 915 shares; 2021Q3: 915 shares; 2021Q4: 915 shares; 2022Q1: 915 shares; 2022Q2: 915 shares; 2022Q3: 915 shares; 2022Q4: 915 shares; 2023Q1: 915 shares 915 $49K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 135 shares; 2021Q3: 135 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 135 shares; 2022Q3: 135 shares; 2022Q4: 145 shares; 2023Q1: 145 shares 145 $48K 0.02% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 900 shares; 2021Q3: 900 shares; 2021Q4: 900 shares; 2022Q1: 900 shares; 2022Q2: 900 shares; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares 900 $48K 0.02% 0 Timeline BUSE FIRST BUSEY CORP More: the full row for FIRST BUSEY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,360 shares; 2021Q3: 2,360 shares; 2021Q4: 2,360 shares; 2022Q1: 2,360 shares; 2022Q2: 2,360 shares; 2022Q3: 2,360 shares; 2022Q4: 2,360 shares; 2023Q1: 2,360 shares 2,360 $48K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 220 shares; 2021Q3: 220 shares; 2021Q4: 220 shares; 2022Q1: 220 shares; 2022Q2: 220 shares; 2022Q3: 220 shares; 2022Q4: 220 shares; 2023Q1: 220 shares 220 $47K 0.02% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,854 shares; 2021Q3: 1,733 shares; 2021Q4: 1,612 shares; 2022Q1: 1,502 shares; 2022Q2: 1,502 shares; 2022Q3: 1,502 shares; 2022Q4: 1,502 shares; 2023Q1: 1,118 shares 1,118 $46K 0.02% -384 Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,500 shares; 2021Q3: 4,500 shares; 2021Q4: 4,500 shares; 2022Q1: 4,500 shares; 2022Q2: 4,500 shares; 2022Q3: 4,500 shares; 2022Q4: 4,500 shares; 2023Q1: 4,500 shares 4,500 $45K 0.02% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 667 shares; 2021Q3: 667 shares; 2021Q4: 667 shares; 2022Q1: 667 shares; 2022Q2: 667 shares; 2022Q3: 667 shares; 2022Q4: 667 shares; 2023Q1: 451 shares 451 $44K 0.02% -216 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 73 shares; 2021Q3: 73 shares; 2021Q4: 73 shares; 2022Q1: 73 shares; 2022Q2: 73 shares; 2022Q3: 73 shares; 2022Q4: 83 shares; 2023Q1: 61 shares 61 $41K 0.02% -22 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 654 shares; 2021Q3: 654 shares; 2021Q4: 654 shares; 2022Q1: 654 shares; 2022Q2: 654 shares; 2022Q3: 654 shares; 2022Q4: 654 shares; 2023Q1: 667 shares 667 $40K 0.02% +13 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 239 shares; 2021Q3: 239 shares; 2021Q4: 243 shares; 2022Q1: 243 shares; 2022Q2: 243 shares; 2022Q3: 239 shares; 2022Q4: 239 shares; 2023Q1: 239 shares 239 $39K 0.02% 0 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 888 shares; 2021Q3: 888 shares; 2021Q4: 888 shares; 2022Q1: 888 shares; 2022Q2: 888 shares; 2022Q3: 888 shares; 2022Q4: 888 shares; 2023Q1: 888 shares 888 $38K 0.02% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 356 shares; 2021Q3: 298 shares; 2021Q4: 298 shares; 2022Q1: 259 shares; 2022Q2: 259 shares; 2022Q3: 259 shares; 2022Q4: 259 shares; 2023Q1: 261 shares 261 $37K 0.02% +2 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,974 shares; 2021Q3: 1,974 shares; 2021Q4: 1,974 shares; 2022Q1: 1,974 shares; 2022Q2: 1,974 shares; 2022Q3: 1,974 shares; 2022Q4: 1,974 shares; 2023Q1: 1,974 shares 1,974 $37K 0.02% 0 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 514 shares; 2021Q3: 514 shares; 2021Q4: 514 shares; 2022Q1: 514 shares; 2022Q2: 514 shares; 2022Q3: 514 shares; 2022Q4: 514 shares; 2023Q1: 514 shares 514 $37K 0.02% 0 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 445 shares; 2022Q3: 445 shares; 2022Q4: 903 shares; 2023Q1: 1,429 shares 1,429 $36K 0.01% +526 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 204 shares 204 $35K 0.01% +4 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 388 shares; 2021Q3: 388 shares; 2021Q4: 388 shares; 2022Q1: 388 shares; 2022Q2: 388 shares; 2022Q3: 388 shares; 2022Q4: 388 shares; 2023Q1: 391 shares 391 $34K 0.01% +3 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 135 shares; 2021Q3: 135 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 145 shares; 2022Q3: 145 shares; 2022Q4: 145 shares; 2023Q1: 145 shares 145 $34K 0.01% 0 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 392 shares; 2022Q3: 392 shares; 2022Q4: 392 shares; 2023Q1: 392 shares 392 $34K 0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 508 shares; 2021Q3: 508 shares; 2021Q4: 508 shares; 2022Q1: 508 shares; 2022Q2: 508 shares; 2022Q3: 508 shares; 2022Q4: 508 shares; 2023Q1: 508 shares 508 $33K 0.01% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 247 shares; 2021Q3: 223 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $33K 0.01% 0 Timeline MTN VAIL RESORTS INC More: the full row for VAIL RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 140 shares; 2021Q3: 140 shares; 2021Q4: 140 shares; 2022Q1: 140 shares; 2022Q2: 140 shares; 2022Q3: 140 shares; 2022Q4: 140 shares; 2023Q1: 140 shares 140 $33K 0.01% 0 Timeline VT 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; 2021Q2: 139 shares; 2021Q3: 139 shares; 2021Q4: 139 shares; 2022Q1: 342 shares; 2022Q2: 353 shares; 2022Q3: 373 shares; 2022Q4: 343 shares; 2023Q1: 343 shares 343 $32K 0.01% 0 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 863 shares 863 $32K 0.01% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 118 shares; 2021Q3: 118 shares; 2021Q4: 118 shares; 2022Q1: 118 shares; 2022Q2: 118 shares; 2022Q3: 118 shares; 2022Q4: 118 shares; 2023Q1: 118 shares 118 $30K 0.01% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 485 shares 485 $30K 0.01% new Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 227 shares; 2021Q3: 227 shares; 2021Q4: 227 shares; 2022Q1: 227 shares; 2022Q2: 227 shares; 2022Q3: 227 shares; 2022Q4: 227 shares; 2023Q1: 227 shares 227 $30K 0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 468 shares 468 $29K 0.01% new Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 327 shares; 2021Q3: 327 shares; 2021Q4: 327 shares; 2022Q1: 327 shares; 2022Q2: 327 shares; 2022Q3: 327 shares; 2022Q4: 327 shares; 2023Q1: 304 shares 304 $28K 0.01% -23 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 28 shares; 2021Q3: 28 shares; 2021Q4: 28 shares; 2022Q1: 33 shares; 2022Q2: 32 shares; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 82 shares 82 $28K 0.01% +50 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $27K 0.01% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 497 shares; 2021Q3: 441 shares; 2021Q4: 385 shares; 2022Q1: 241 shares; 2022Q2: 213 shares; 2022Q3: 213 shares; 2022Q4: 238 shares; 2023Q1: 263 shares 263 $26K 0.01% +25 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 338 shares; 2021Q3: 338 shares; 2021Q4: 338 shares; 2022Q1: 356 shares; 2022Q2: 357 shares; 2022Q3: 357 shares; 2022Q4: 357 shares; 2023Q1: 406 shares 406 $25K 0.01% +49 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,360 shares; 2021Q3: 2,360 shares; 2021Q4: 2,360 shares; 2022Q1: 2,360 shares; 2022Q2: 2,360 shares; 2022Q3: 2,360 shares; 2022Q4: 2,360 shares; 2023Q1: 2,360 shares 2,360 $24K 0.01% 0 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 888 shares 888 $24K 0.01% new Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 700 shares; 2021Q3: 700 shares; 2021Q4: 700 shares; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares 700 $24K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 488 shares 488 $23K 0.01% new Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 252 shares; 2021Q3: 252 shares; 2021Q4: 252 shares; 2022Q1: 252 shares; 2022Q2: 252 shares; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 252 shares 252 $23K 0.01% 0 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,158 shares; 2022Q3: 1,158 shares; 2022Q4: 1,483 shares; 2023Q1: 1,483 shares 1,483 $23K 0.01% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 115 shares; 2021Q3: 115 shares; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 137 shares; 2023Q1: 137 shares 137 $22K 0.01% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 104 shares 104 $21K 0.01% +4 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20 shares; 2021Q3: 15 shares; 2021Q4: 15 shares; 2022Q1: 12 shares; 2022Q2: 12 shares; 2022Q3: 12 shares; 2022Q4: 12 shares; 2023Q1: 12 shares 12 $21K 0.01% 0 Timeline TFSL TFS FINL CORP More: the full row for TFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,270 shares; 2022Q3: 1,270 shares; 2022Q4: 1,633 shares; 2023Q1: 1,633 shares 1,633 $21K 0.01% 0 Timeline VNQI 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; 2021Q2: 1,229 shares; 2021Q3: 1,230 shares; 2021Q4: 1,245 shares; 2022Q1: 1,131 shares; 2022Q2: 490 shares; 2022Q3: 490 shares; 2022Q4: 490 shares; 2023Q1: 490 shares 490 $20K 0.01% 0 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 663 shares; 2022Q1: 663 shares; 2022Q2: 663 shares; 2022Q3: 663 shares; 2022Q4: 663 shares; 2023Q1: 663 shares 663 $20K 0.01% 0 Timeline RPAR TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 1,007 shares; 2021Q4: 1,007 shares; 2022Q1: 1,007 shares; 2022Q2: 1,007 shares; 2022Q3: 1,007 shares; 2022Q4: 1,007 shares; 2023Q1: 1,007 shares 1,007 $20K 0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 300 shares; 2023Q1: 208 shares 208 $19K 0.01% -92 Timeline BRW SABA CAPITAL INCOME & OPRNT More: the full row for SABA CAPITAL INCOME & OPRNT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,320 shares; 2022Q3: not reported; 2022Q4: 2,320 shares; 2023Q1: 2,320 shares 2,320 $19K 0.01% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 360 shares; 2021Q3: 360 shares; 2021Q4: 360 shares; 2022Q1: 191 shares; 2022Q2: 191 shares; 2022Q3: 191 shares; 2022Q4: 191 shares; 2023Q1: 191 shares 191 $18K 0.01% 0 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 541 shares; 2021Q3: 541 shares; 2021Q4: 541 shares; 2022Q1: 541 shares; 2022Q2: 541 shares; 2022Q3: 541 shares; 2022Q4: 541 shares; 2023Q1: 353 shares 353 $18K 0.01% -188 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 325 shares; 2023Q1: 330 shares 330 $17K 0.01% +5 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 478 shares 478 $17K 0.01% new Timeline APOLLO SENIOR FLOATING RATE… APOLLO SENIOR FLOATING RATE FU More: the full row for APOLLO SENIOR FLOATING RATE FU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,370 shares; 2022Q3: not reported; 2022Q4: 1,370 shares; 2023Q1: 1,370 shares 1,370 $17K 0.01% 0 IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 639 shares 639 $16K 0.01% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 111 shares; 2021Q3: 111 shares; 2021Q4: 111 shares; 2022Q1: 111 shares; 2022Q2: 111 shares; 2022Q3: 111 shares; 2022Q4: 111 shares; 2023Q1: 111 shares 111 $16K 0.01% 0 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 242 shares; 2021Q3: 242 shares; 2021Q4: 214 shares; 2022Q1: 157 shares; 2022Q2: 157 shares; 2022Q3: 157 shares; 2022Q4: 157 shares; 2023Q1: 157 shares 157 $16K 0.01% 0 Timeline MMS MAXIMUS INC More: the full row for MAXIMUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $16K 0.01% 0 Timeline DFIP DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 384 shares; 2022Q2: 384 shares; 2022Q3: 364 shares; 2022Q4: 364 shares; 2023Q1: 364 shares 364 $16K 0.01% 0 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 733 shares; 2021Q3: 733 shares; 2021Q4: 733 shares; 2022Q1: 733 shares; 2022Q2: 733 shares; 2022Q3: 733 shares; 2022Q4: 733 shares; 2023Q1: 733 shares 733 $16K 0.01% 0 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; 2021Q2: 112 shares; 2021Q3: 112 shares; 2021Q4: 112 shares; 2022Q1: 112 shares; 2022Q2: 112 shares; 2022Q3: 112 shares; 2022Q4: 112 shares; 2023Q1: 112 shares 112 $15K 0.01% 0 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $15K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 135 shares; 2022Q3: 135 shares; 2022Q4: 135 shares; 2023Q1: 135 shares 135 $14K 0.01% 0 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; 2021Q2: 23 shares; 2021Q3: 23 shares; 2021Q4: not reported; 2022Q1: 24 shares; 2022Q2: 24 shares; 2022Q3: 24 shares; 2022Q4: 24 shares; 2023Q1: 24 shares 24 $14K 0.01% 0 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 160 shares; 2021Q3: 160 shares; 2021Q4: 160 shares; 2022Q1: 160 shares; 2022Q2: 160 shares; 2022Q3: 160 shares; 2022Q4: 160 shares; 2023Q1: 188 shares 188 $14K 0.01% +28 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 182 shares; 2021Q3: 182 shares; 2021Q4: 125 shares; 2022Q1: 125 shares; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 125 shares 125 $14K 0.01% 0 Timeline DX DYNEX CAP INC More: the full row for DYNEX CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,183 shares; 2021Q3: 1,183 shares; 2021Q4: 1,183 shares; 2022Q1: 1,183 shares; 2022Q2: 1,183 shares; 2022Q3: 1,183 shares; 2022Q4: 1,183 shares; 2023Q1: 1,183 shares 1,183 $14K 0.01% 0 Timeline NSTS NSTS BANCORP INC More: the full row for NSTS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,594 shares; 2022Q2: 1,594 shares; 2022Q3: 1,594 shares; 2022Q4: 1,594 shares; 2023Q1: 1,594 shares 1,594 $14K 0.01% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $13K 0.01% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 664 shares; 2021Q3: 597 shares; 2021Q4: 428 shares; 2022Q1: 331 shares; 2022Q2: 335 shares; 2022Q3: 338 shares; 2022Q4: 343 shares; 2023Q1: 347 shares 347 $13K 0.01% +4 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 344 shares 344 $13K 0.01% new Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 425 shares; 2021Q3: 425 shares; 2021Q4: 425 shares; 2022Q1: 425 shares; 2022Q2: 425 shares; 2022Q3: 425 shares; 2022Q4: 425 shares; 2023Q1: 425 shares 425 $13K 0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 435 shares; 2021Q3: 608 shares; 2021Q4: 608 shares; 2022Q1: 289 shares; 2022Q2: 289 shares; 2022Q3: 316 shares; 2022Q4: 316 shares; 2023Q1: 241 shares 241 $12K <0.01% -75 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 49 shares; 2021Q3: 49 shares; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 22 shares; 2022Q3: 66 shares; 2022Q4: 6 shares; 2023Q1: 57 shares 57 $12K <0.01% +51 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,331 shares; 2021Q3: 1,331 shares; 2021Q4: 1,331 shares; 2022Q1: 1,244 shares; 2022Q2: 1,244 shares; 2022Q3: 1,244 shares; 2022Q4: 115 shares; 2023Q1: 115 shares 115 $12K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 102 shares; 2021Q4: 102 shares; 2022Q1: 102 shares; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: 102 shares; 2023Q1: 113 shares 113 $11K <0.01% +11 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 633 shares; 2022Q3: 633 shares; 2022Q4: 633 shares; 2023Q1: 633 shares 633 $11K <0.01% 0 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 120 shares; 2021Q3: 120 shares; 2021Q4: 120 shares; 2022Q1: 120 shares; 2022Q2: 120 shares; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares 120 $11K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 320 shares; 2021Q3: 320 shares; 2021Q4: 320 shares; 2022Q1: 320 shares; 2022Q2: 320 shares; 2022Q3: 320 shares; 2022Q4: 320 shares; 2023Q1: 320 shares 320 $11K <0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 276 shares; 2021Q3: 276 shares; 2021Q4: 191 shares; 2022Q1: 191 shares; 2022Q2: 191 shares; 2022Q3: 191 shares; 2022Q4: 148 shares; 2023Q1: 148 shares 148 $11K <0.01% 0 Timeline ACRE ARES COML REAL ESTATE CORP More: the full row for ARES COML REAL ESTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,251 shares; 2022Q3: 1,251 shares; 2022Q4: 1,251 shares; 2023Q1: 1,251 shares 1,251 $11K <0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 588 shares; 2021Q3: 588 shares; 2021Q4: 588 shares; 2022Q1: 588 shares; 2022Q2: 588 shares; 2022Q3: 588 shares; 2022Q4: 454 shares; 2023Q1: 539 shares 539 $10K <0.01% +85 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 233 shares; 2021Q3: 167 shares; 2021Q4: 177 shares; 2022Q1: 177 shares; 2022Q2: 177 shares; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares 167 $10K <0.01% 0 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 76 shares 76 $10K <0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 30 shares 30 $10K <0.01% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 156 shares; 2021Q3: 156 shares; 2021Q4: 156 shares; 2022Q1: 156 shares; 2022Q2: 156 shares; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares 156 $10K <0.01% 0 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $10K <0.01% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 109 shares; 2021Q3: 109 shares; 2021Q4: 109 shares; 2022Q1: 44 shares; 2022Q2: 44 shares; 2022Q3: 44 shares; 2022Q4: 44 shares; 2023Q1: 44 shares 44 $9K <0.01% 0 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 220 shares 220 $9K <0.01% new Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 172 shares 172 $9K <0.01% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 36 shares; 2021Q3: 36 shares; 2021Q4: 36 shares; 2022Q1: 36 shares; 2022Q2: 36 shares; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares 36 $9K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 227 shares; 2021Q3: 227 shares; 2021Q4: 227 shares; 2022Q1: 232 shares; 2022Q2: 232 shares; 2022Q3: 232 shares; 2022Q4: 232 shares; 2023Q1: 232 shares 232 $9K <0.01% 0 Timeline CTRE CARETRUST REIT INC More: the full row for CARETRUST REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 459 shares 459 $9K <0.01% new Timeline PBW INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 227 shares; 2021Q3: 227 shares; 2021Q4: 227 shares; 2022Q1: 227 shares; 2022Q2: 227 shares; 2022Q3: 227 shares; 2022Q4: 227 shares; 2023Q1: 227 shares 227 $9K <0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 138 shares 138 $8K <0.01% new Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 360 shares; 2023Q1: 182 shares 182 $8K <0.01% -178 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $8K <0.01% 0 Timeline ECF ELLSWORTH GROWTH & INCOME FD More: the full row for ELLSWORTH GROWTH & INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,868 shares; 2021Q3: 1,868 shares; 2021Q4: 1,868 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 949 shares; 2023Q1: 949 shares 949 $8K <0.01% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 59 shares; 2021Q4: 59 shares; 2022Q1: 59 shares; 2022Q2: 71 shares; 2022Q3: 71 shares; 2022Q4: 71 shares; 2023Q1: 71 shares 71 $7K <0.01% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 88 shares; 2021Q3: 88 shares; 2021Q4: 88 shares; 2022Q1: 24 shares; 2022Q2: 24 shares; 2022Q3: 24 shares; 2022Q4: 24 shares; 2023Q1: 33 shares 33 $7K <0.01% +9 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 31 shares; 2021Q3: 31 shares; 2021Q4: 31 shares; 2022Q1: 31 shares; 2022Q2: 31 shares; 2022Q3: 31 shares; 2022Q4: 31 shares; 2023Q1: 38 shares 38 $7K <0.01% +7 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 160 shares; 2021Q3: 160 shares; 2021Q4: 160 shares; 2022Q1: 160 shares; 2022Q2: 160 shares; 2022Q3: 160 shares; 2022Q4: 160 shares; 2023Q1: 160 shares 160 $7K <0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 112 shares; 2021Q3: 112 shares; 2021Q4: 112 shares; 2022Q1: 46 shares; 2022Q2: 46 shares; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 46 shares 46 $7K <0.01% 0 Timeline BLV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 552 shares; 2021Q3: 552 shares; 2021Q4: 552 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 552 shares; 2022Q4: 85 shares; 2023Q1: 85 shares 85 $7K <0.01% 0 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 217 shares; 2021Q3: 217 shares; 2021Q4: 217 shares; 2022Q1: 217 shares; 2022Q2: 217 shares; 2022Q3: 217 shares; 2022Q4: 217 shares; 2023Q1: 217 shares 217 $7K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,497 shares; 2021Q3: 688 shares; 2021Q4: 75 shares; 2022Q1: 454 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares 75 $6K <0.01% 0 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 351 shares; 2021Q3: 351 shares; 2021Q4: 351 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 95 shares 95 $6K <0.01% new Timeline BNDW VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 84 shares; 2021Q4: 84 shares; 2022Q1: 84 shares; 2022Q2: 84 shares; 2022Q3: 84 shares; 2022Q4: 84 shares; 2023Q1: 84 shares 84 $6K <0.01% 0 Timeline HR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 286 shares; 2023Q1: 286 shares 286 $6K <0.01% 0 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 92 shares; 2021Q3: 92 shares; 2021Q4: 92 shares; 2022Q1: 92 shares; 2022Q2: 92 shares; 2022Q3: 92 shares; 2022Q4: 92 shares; 2023Q1: 167 shares 167 $6K <0.01% +75 ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 718 shares; 2021Q3: 718 shares; 2021Q4: 691 shares; 2022Q1: 164 shares; 2022Q2: 164 shares; 2022Q3: 242 shares; 2022Q4: 242 shares; 2023Q1: 242 shares 242 $5K <0.01% 0 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 365 shares; 2021Q3: 751 shares; 2021Q4: 856 shares; 2022Q1: 840 shares; 2022Q2: 840 shares; 2022Q3: 840 shares; 2022Q4: 110 shares; 2023Q1: 110 shares 110 $5K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 62 shares; 2021Q3: 62 shares; 2021Q4: 61 shares; 2022Q1: 61 shares; 2022Q2: 61 shares; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 138 shares 138 $5K <0.01% +92 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 126 shares; 2023Q1: 126 shares 126 $5K <0.01% 0 Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 139 shares; 2021Q3: 139 shares; 2021Q4: 139 shares; 2022Q1: 139 shares; 2022Q2: 139 shares; 2022Q3: 139 shares; 2022Q4: 139 shares; 2023Q1: 139 shares 139 $5K <0.01% 0 Timeline NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 384 shares; 2021Q3: 386 shares; 2021Q4: 388 shares; 2022Q1: 99 shares; 2022Q2: 99 shares; 2022Q3: not reported; 2022Q4: 99 shares; 2023Q1: 99 shares 99 $5K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 134 shares; 2021Q3: 130 shares; 2021Q4: 126 shares; 2022Q1: 126 shares; 2022Q2: 126 shares; 2022Q3: 126 shares; 2022Q4: 199 shares; 2023Q1: 192 shares 192 $5K <0.01% -7 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 73 shares; 2021Q3: 44 shares; 2021Q4: 16 shares; 2022Q1: 16 shares; 2022Q2: 16 shares; 2022Q3: 16 shares; 2022Q4: 16 shares; 2023Q1: 28 shares 28 $4K <0.01% +12 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 171 shares; 2021Q3: 136 shares; 2021Q4: 101 shares; 2022Q1: 41 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 19 shares; 2023Q1: 19 shares 19 $4K <0.01% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 110 shares; 2023Q1: 110 shares 110 $4K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 28 shares; 2023Q1: 28 shares 28 $4K <0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 494 shares; 2021Q3: 494 shares; 2021Q4: 494 shares; 2022Q1: 494 shares; 2022Q2: 494 shares; 2022Q3: not reported; 2022Q4: 494 shares; 2023Q1: 494 shares 494 $4K <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 360 shares; 2021Q3: 70 shares; 2021Q4: 70 shares; 2022Q1: 70 shares; 2022Q2: 70 shares; 2022Q3: 70 shares; 2022Q4: 70 shares; 2023Q1: 70 shares 70 $3K <0.01% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18 shares; 2023Q1: 18 shares 18 $3K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 80 shares 80 $3K <0.01% +40 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 23 shares; 2023Q1: 30 shares 30 $3K <0.01% +7 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 45 shares 45 $3K <0.01% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 10 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 34 shares 34 $3K <0.01% +14 Timeline 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 100 shares 100 $3K <0.01% new Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: not reported; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $3K <0.01% 0 FULT FULTON FINL CORP PA More: the full row for FULTON FINL CORP PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 220 shares 220 $3K <0.01% new Timeline SQZB SQZ BIOTECHNOLOGIES CO COM More: the full row for SQZ BIOTECHNOLOGIES CO COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,447 shares; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares; 2022Q1: 5,000 shares; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares 5,000 $3K <0.01% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12 shares 12 $2K <0.01% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 57 shares; 2021Q3: 57 shares; 2021Q4: 57 shares; 2022Q1: 57 shares; 2022Q2: 57 shares; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares 57 $2K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $2K <0.01% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 37 shares; 2021Q3: 148 shares; 2021Q4: 148 shares; 2022Q1: 148 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 8 shares; 2023Q1: 8 shares 8 $2K <0.01% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 45 shares; 2021Q3: 33 shares; 2021Q4: 33 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $2K <0.01% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares 25 $2K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 268 shares; 2021Q3: 268 shares; 2021Q4: 268 shares; 2022Q1: 268 shares; 2022Q2: 268 shares; 2022Q3: 268 shares; 2022Q4: not reported; 2023Q1: 26 shares 26 $2K <0.01% new Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares 23 $2K <0.01% 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; 2021Q2: 191 shares; 2021Q3: 95 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares 31 $2K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25 shares 25 $2K <0.01% new Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 209 shares; 2021Q3: 104 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 25 shares; 2023Q1: 25 shares 25 $2K <0.01% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares 50 $2K <0.01% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $2K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 888 shares; 2021Q3: 878 shares; 2021Q4: 843 shares; 2022Q1: 843 shares; 2022Q2: 259 shares; 2022Q3: 259 shares; 2022Q4: not reported; 2023Q1: 10 shares 10 $2K <0.01% new Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $2K <0.01% 0 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 553 shares; 2021Q3: 553 shares; 2021Q4: 553 shares; 2022Q1: 553 shares; 2022Q2: 553 shares; 2022Q3: 553 shares; 2022Q4: 553 shares; 2023Q1: 553 shares 553 $2K <0.01% 0 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 28 shares; 2022Q2: 28 shares; 2022Q3: 28 shares; 2022Q4: 28 shares; 2023Q1: 28 shares 28 $2K <0.01% 0 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 57 shares 57 $2K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16 shares 16 $1K <0.01% new 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11 shares 11 $1K <0.01% new Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $1K <0.01% new Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $1K <0.01% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11 shares 11 $1K <0.01% new Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $1K <0.01% new Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $1K <0.01% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 309 shares; 2021Q3: 155 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $1K <0.01% new Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 30 shares 30 $1K <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19 shares 19 $1K <0.01% new Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $1K <0.01% new Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $1K <0.01% new Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $1K <0.01% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 43 shares 43 $1K <0.01% new Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares 6 $1K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares 6 $1K <0.01% new Timeline EXLS EXLSERVICE HLDGS INC More: the full row for EXLSERVICE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $1K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares 6 $1K <0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 27 shares; 2023Q1: 27 shares 27 $1K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 24 shares 24 $1K <0.01% new Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $1K <0.01% new Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $1K <0.01% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 20 shares 20 $1K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 18 shares 18 $1K <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $1K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 15 shares 15 $1K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1 shares 1 $1K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 30 shares; 2021Q3: 30 shares; 2021Q4: 30 shares; 2022Q1: 30 shares; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: not reported; 2023Q1: 3 shares 3 $1K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $1K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $1K <0.01% new Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12 shares 12 $1K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 14 shares 14 $1K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16 shares 16 $1K <0.01% new Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 41 shares 41 $1K <0.01% new Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $1K <0.01% new Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares 23 $1K <0.01% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19 shares 19 $1K <0.01% new Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $1K <0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $1K <0.01% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $1K <0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $1K <0.01% new Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $1K <0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6 shares 6 $1K <0.01% new Timeline MLI MUELLER INDS INC More: the full row for MUELLER INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $1K <0.01% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22 shares 22 $1K <0.01% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19 shares 19 $1K <0.01% new Timeline NLY ANNALY CAPITAL MANAGEMENT IN More: the full row for ANNALY CAPITAL MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 52 shares 52 $1K <0.01% new Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 233 shares; 2021Q3: 233 shares; 2021Q4: 147 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares 31 $1K <0.01% new Timeline FOX FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares 31 $1K <0.01% new Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 14 shares; 2021Q3: 14 shares; 2021Q4: 14 shares; 2022Q1: 14 shares; 2022Q2: 14 shares; 2022Q3: 14 shares; 2022Q4: 14 shares; 2023Q1: 14 shares 14 $1K <0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $1K <0.01% 0 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 33 shares 33 $1K <0.01% new DAPP VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 283 shares; 2023Q1: 283 shares 283 $1K <0.01% 0 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $1K <0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $1K <0.01% new Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 23 shares 23 $1K <0.01% new LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1 shares 1 $1K <0.01% new TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $1K <0.01% new 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; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 259 shares 259 $1K <0.01% +184 LEN-B LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 14 shares 14 $1K <0.01% new Timeline PBE INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 17 shares; 2021Q3: 17 shares; 2021Q4: 17 shares; 2022Q1: 17 shares; 2022Q2: 17 shares; 2022Q3: 17 shares; 2022Q4: 17 shares; 2023Q1: 17 shares 17 $1K <0.01% 0 Timeline IRWD IRONWOOD PHARMACEUTICALS INC More: the full row for IRONWOOD PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 64 shares 64 $1K <0.01% new Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 110 shares; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares; 2022Q2: 110 shares; 2022Q3: 110 shares; 2022Q4: 110 shares; 2023Q1: 210 shares 210 $1K <0.01% +100 Timeline BBC ETFIS SER TR I More: the full row for ETFIS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 23 shares; 2021Q3: 23 shares; 2021Q4: 23 shares; 2022Q1: 23 shares; 2022Q2: 23 shares; 2022Q3: 23 shares; 2022Q4: 23 shares; 2023Q1: 23 shares 23 $1K <0.01% 0 Timeline TMFX RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 34 shares 34 $1K <0.01% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 29 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 149 shares; 2021Q3: 75 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37 shares 37 $0 0% new Value filed as zero, left out of ratios. Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. Timeline FORM FORMFACTOR INC More: the full row for FORMFACTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $0 0% new Value filed as zero, left out of ratios. Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4 shares; 2023Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12 shares 12 $0 0% new Value filed as zero, left out of ratios. Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 654 shares; 2021Q3: 654 shares; 2021Q4: 654 shares; 2022Q1: 654 shares; 2022Q2: 654 shares; 2022Q3: 654 shares; 2022Q4: not reported; 2023Q1: 6 shares 6 $0 0% new Value filed as zero, left out of ratios. Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11 shares 11 $0 0% new Value filed as zero, left out of ratios. Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 108 shares; 2022Q3: 108 shares; 2022Q4: 1 shares; 2023Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17 shares 17 $0 0% new Value filed as zero, left out of ratios. Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 39 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1 shares 1 $0 0% new Value filed as zero, left out of ratios. Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: 240 shares; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 240 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2 shares 2 $0 0% new Value filed as zero, left out of ratios. Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3 shares; 2021Q3: 3 shares; 2021Q4: 3 shares; 2022Q1: 3 shares; 2022Q2: 3 shares; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares 3 $0 0% 0 Value filed as zero, left out of ratios. Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 213 shares; 2021Q3: 263 shares; 2021Q4: 272 shares; 2022Q1: 284 shares; 2022Q2: 284 shares; 2022Q3: 284 shares; 2022Q4: 21 shares; 2023Q1: 21 shares 21 $0 0% 0 Value filed as zero, left out of ratios. Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $0 0% new Value filed as zero, left out of ratios. Timeline BCC BOISE CASCADE CO DEL More: the full row for BOISE CASCADE CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5 shares 5 $0 0% new Value filed as zero, left out of ratios. Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 64 shares; 2021Q3: 64 shares; 2021Q4: 64 shares; 2022Q1: 64 shares; 2022Q2: 64 shares; 2022Q3: 64 shares; 2022Q4: 64 shares; 2023Q1: 64 shares 64 $0 0% 0 Value filed as zero, left out of ratios. Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline SNDR SCHNEIDER NATIONAL INC More: the full row for SCHNEIDER NATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. Timeline CMPS COMPASS PATHWAYS PLC More: the full row for COMPASS PATHWAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 40 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. Timeline DFCF DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 0 shares; 2022Q3: 0 shares; 2022Q4: 0 shares; 2023Q1: 0 shares 0 $0 0% 0 Value filed as zero, left out of ratios. Amount filed as zero, left out of ratios. Timeline ECPG ENCORE CAP GROUP INC More: the full row for ENCORE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares 8 $0 0% new Value filed as zero, left out of ratios. Timeline KSS KOHLS CORP More: the full row for KOHLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11 shares 11 $0 0% new Value filed as zero, left out of ratios. Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 22 shares; 2022Q1: 22 shares; 2022Q2: 22 shares; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 22 shares 22 $0 0% 0 Value filed as zero, left out of ratios. Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline HTH HILLTOP HLDGS INC More: the full row for HILLTOP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. Timeline REAX THE REAL BROKERAGE INC More: the full row for THE REAL BROKERAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 269 shares; 2022Q1: 269 shares; 2022Q2: 269 shares; 2022Q3: 1 shares; 2022Q4: 1 shares; 2023Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13 shares 13 $0 0% new Value filed as zero, left out of ratios. Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17 shares 17 $0 0% new Value filed as zero, left out of ratios. Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4 shares; 2021Q3: 4 shares; 2021Q4: 4 shares; 2022Q1: 4 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 4 shares; 2023Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline GRWG GROWGENERATION CORP More: the full row for GROWGENERATION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $0 0% 0 Value filed as zero, left out of ratios. Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4 shares 4 $0 0% new Value filed as zero, left out of ratios. AD ARRAY DIGITAL INFRASTRUCTURE More: the full row for ARRAY DIGITAL INFRASTRUCTURE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9 shares 9 $0 0% new Value filed as zero, left out of ratios. Timeline OLPX OLAPLEX HLDGS INC More: the full row for OLAPLEX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 75 shares; 2023Q1: 75 shares 75 $0 0% 0 Value filed as zero, left out of ratios. Timeline ATKR ATKORE INC More: the full row for ATKORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $0 0% new Value filed as zero, left out of ratios. Timeline SNDA SONIDA SENIOR LIVING INC More: the full row for SONIDA SENIOR LIVING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50 shares 50 $0 0% new Value filed as zero, left out of ratios. Timeline TRITON INTL LTD TRITON INTL LTD More: the full row for TRITON INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7 shares 7 $0 0% new Value filed as zero, left out of ratios. MIND MEDICINE MINDMED INC MIND MEDICINE MINDMED INC More: the full row for MIND MEDICINE MINDMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 133 shares; 2022Q4: 133 shares; 2023Q1: 133 shares 133 $0 0% 0 Value filed as zero, left out of ratios. ETF SER SOLUTIONS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 37 shares; 2021Q3: 37 shares; 2021Q4: 37 shares; 2022Q1: 37 shares; 2022Q2: 37 shares; 2022Q3: 37 shares; 2022Q4: 37 shares; 2023Q1: 37 shares 37 $0 0% 0 Value filed as zero, left out of ratios. AI POWERED EQUITY ETF AI POWERED EQUITY ETF More: the full row for AI POWERED EQUITY ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10 shares 10 $0 0% new Value filed as zero, left out of ratios.