SCHR 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: restricted; 2021Q3: 1,162,340 shares; 2021Q4: 1,086,068 shares; 2022Q1: 1,110,934 shares; 2022Q2: 1,161,481 shares; 2022Q3: 1,694,025 shares; 2022Q4: 1,651,865 shares; 2023Q1: 1,770,773 shares 1,770,773 $89.3M 9.2% +118,908 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: restricted; 2021Q3: 1,253,871 shares; 2021Q4: 1,289,304 shares; 2022Q1: 1,459,841 shares; 2022Q2: 1,590,037 shares; 2022Q3: 1,712,242 shares; 2022Q4: 1,657,335 shares; 2023Q1: 1,595,612 shares 1,595,612 $55.5M 5.72% -61,723 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 427,805 shares; 2022Q3: 450,786 shares; 2022Q4: 446,966 shares; 2023Q1: 471,314 shares 471,314 $35.9M 3.7% +24,348 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: restricted; 2021Q3: 227,395 shares; 2021Q4: 229,663 shares; 2022Q1: 210,255 shares; 2022Q2: 216,009 shares; 2022Q3: 216,779 shares; 2022Q4: 221,043 shares; 2023Q1: 221,046 shares 221,046 $34M 3.51% +3 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: restricted; 2021Q3: 239,452 shares; 2021Q4: 247,350 shares; 2022Q1: 503,916 shares; 2022Q2: 521,275 shares; 2022Q3: 545,354 shares; 2022Q4: 753,349 shares; 2023Q1: 767,490 shares 767,490 $32.2M 3.32% +14,141 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: restricted; 2021Q3: 320,252 shares; 2021Q4: 360,553 shares; 2022Q1: 406,644 shares; 2022Q2: 418,732 shares; 2022Q3: 433,406 shares; 2022Q4: 456,585 shares; 2023Q1: 474,531 shares 474,531 $31.7M 3.27% +17,946 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: restricted; 2021Q3: 2,273 shares; 2021Q4: 3,261 shares; 2022Q1: 2,321 shares; 2022Q2: 2,322 shares; 2022Q3: 2,322 shares; 2022Q4: 2,384 shares; 2023Q1: 545,088 shares 545,088 $26.6M 2.74% +542,704 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: restricted; 2021Q3: 129,689 shares; 2021Q4: 129,343 shares; 2022Q1: 129,333 shares; 2022Q2: 143,467 shares; 2022Q3: 144,606 shares; 2022Q4: 144,744 shares; 2023Q1: 145,067 shares 145,067 $23.9M 2.46% +323 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 434,157 shares; 2022Q1: 503,597 shares; 2022Q2: 558,076 shares; 2022Q3: 618,014 shares; 2022Q4: 470,260 shares; 2023Q1: 497,439 shares 497,439 $23M 2.37% +27,179 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: restricted; 2021Q3: 41,382 shares; 2021Q4: 44,931 shares; 2022Q1: 49,828 shares; 2022Q2: 54,056 shares; 2022Q3: 55,963 shares; 2022Q4: 57,752 shares; 2023Q1: 60,255 shares 60,255 $22.7M 2.33% +2,503 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: restricted; 2021Q3: 220,646 shares; 2021Q4: 242,963 shares; 2022Q1: 268,398 shares; 2022Q2: 261,288 shares; 2022Q3: 227,901 shares; 2022Q4: 212,775 shares; 2023Q1: 211,313 shares 211,313 $21.1M 2.17% -1,462 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 202,116 shares 202,116 $20.1M 2.07% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 302,628 shares; 2021Q4: 249,937 shares; 2022Q1: 254,134 shares; 2022Q2: 264,816 shares; 2022Q3: 274,659 shares; 2022Q4: 196,101 shares; 2023Q1: 200,465 shares 200,465 $19M 1.96% +4,364 Timeline SCHM 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: restricted; 2021Q3: 223,817 shares; 2021Q4: 228,873 shares; 2022Q1: 229,531 shares; 2022Q2: 231,751 shares; 2022Q3: 236,685 shares; 2022Q4: 250,045 shares; 2023Q1: 251,390 shares 251,390 $17.1M 1.76% +1,345 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: restricted; 2021Q3: 117,932 shares; 2021Q4: 130,434 shares; 2022Q1: 143,307 shares; 2022Q2: 147,087 shares; 2022Q3: 146,484 shares; 2022Q4: 147,271 shares; 2023Q1: 161,171 shares 161,171 $15.6M 1.61% +13,900 Timeline SLYV 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: restricted; 2021Q3: 160,598 shares; 2021Q4: 160,676 shares; 2022Q1: 158,348 shares; 2022Q2: 165,484 shares; 2022Q3: 169,423 shares; 2022Q4: 180,333 shares; 2023Q1: 178,670 shares 178,670 $13.6M 1.4% -1,663 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 36,081 shares; 2021Q4: 41,750 shares; 2022Q1: 47,903 shares; 2022Q2: 52,288 shares; 2022Q3: 55,336 shares; 2022Q4: 59,267 shares; 2023Q1: 63,360 shares 63,360 $13.4M 1.38% +4,093 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: restricted; 2021Q3: 37,366 shares; 2021Q4: 38,106 shares; 2022Q1: 37,957 shares; 2022Q2: 37,872 shares; 2022Q3: 38,872 shares; 2022Q4: 39,590 shares; 2023Q1: 41,147 shares 41,147 $11.9M 1.22% +1,557 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: restricted; 2021Q3: 25,395 shares; 2021Q4: 25,239 shares; 2022Q1: 25,796 shares; 2022Q2: 25,338 shares; 2022Q3: 25,659 shares; 2022Q4: 25,878 shares; 2023Q1: 25,085 shares 25,085 $11.9M 1.22% -793 Timeline SPEM 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: restricted; 2021Q3: 212,081 shares; 2021Q4: 239,334 shares; 2022Q1: 268,857 shares; 2022Q2: 277,556 shares; 2022Q3: 281,727 shares; 2022Q4: 302,352 shares; 2023Q1: 326,202 shares 326,202 $11.1M 1.15% +23,850 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: restricted; 2021Q3: 110,440 shares; 2021Q4: 111,180 shares; 2022Q1: 58,975 shares; 2022Q2: 58,452 shares; 2022Q3: 59,065 shares; 2022Q4: 76,961 shares; 2023Q1: 78,821 shares 78,821 $10.9M 1.12% +1,860 Timeline VGT 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: restricted; 2021Q3: 18,926 shares; 2021Q4: 18,785 shares; 2022Q1: 22,822 shares; 2022Q2: 24,034 shares; 2022Q3: 24,461 shares; 2022Q4: 26,945 shares; 2023Q1: 27,289 shares 27,289 $10.5M 1.08% +344 Timeline POWA 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: restricted; 2021Q3: 195,928 shares; 2021Q4: 195,057 shares; 2022Q1: 149,685 shares; 2022Q2: 152,795 shares; 2022Q3: 153,317 shares; 2022Q4: 152,920 shares; 2023Q1: 154,514 shares 154,514 $10.4M 1.07% +1,594 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: restricted; 2021Q3: 49,190 shares; 2021Q4: 69,069 shares; 2022Q1: 53,756 shares; 2022Q2: 55,289 shares; 2022Q3: 56,508 shares; 2022Q4: 58,942 shares; 2023Q1: 100,822 shares 100,822 $8.13M 0.84% +41,880 Timeline SPHQ 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 136,533 shares; 2022Q2: 151,105 shares; 2022Q3: 156,616 shares; 2022Q4: 169,330 shares; 2023Q1: 171,616 shares 171,616 $8.12M 0.84% +2,286 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 26,648 shares; 2021Q4: 25,977 shares; 2022Q1: 28,084 shares; 2022Q2: 28,187 shares; 2022Q3: 29,595 shares; 2022Q4: 30,553 shares; 2023Q1: 31,438 shares 31,438 $7.51M 0.77% +885 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: restricted; 2021Q3: 41,018 shares; 2021Q4: 36,669 shares; 2022Q1: 38,303 shares; 2022Q2: 40,105 shares; 2022Q3: 43,008 shares; 2022Q4: 44,912 shares; 2023Q1: 45,845 shares 45,845 $7.11M 0.73% +933 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: restricted; 2021Q3: 85,101 shares; 2021Q4: 88,290 shares; 2022Q1: 93,038 shares; 2022Q2: 97,934 shares; 2022Q3: 104,182 shares; 2022Q4: 110,550 shares; 2023Q1: 114,074 shares 114,074 $7.08M 0.73% +3,524 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: restricted; 2021Q3: 153,609 shares; 2021Q4: 177,532 shares; 2022Q1: 199,571 shares; 2022Q2: 191,353 shares; 2022Q3: 165,681 shares; 2022Q4: 151,769 shares; 2023Q1: 149,585 shares 149,585 $7.05M 0.73% -2,184 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: restricted; 2021Q3: 19,959 shares; 2021Q4: 19,652 shares; 2022Q1: 21,577 shares; 2022Q2: 33,028 shares; 2022Q3: 33,768 shares; 2022Q4: 35,442 shares; 2023Q1: 36,687 shares 36,687 $7.01M 0.72% +1,245 Timeline RSPH 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: restricted; 2021Q3: 23,444 shares; 2021Q4: 23,318 shares; 2022Q1: 23,481 shares; 2022Q2: 24,100 shares; 2022Q3: 24,203 shares; 2022Q4: 23,990 shares; 2023Q1: 23,585 shares 23,585 $6.88M 0.71% -405 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: restricted; 2021Q3: 25,463 shares; 2021Q4: 27,181 shares; 2022Q1: 30,636 shares; 2022Q2: 41,361 shares; 2022Q3: 53,564 shares; 2022Q4: 79,802 shares; 2023Q1: 87,733 shares 87,733 $6.73M 0.69% +7,931 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: restricted; 2021Q3: 34,921 shares; 2021Q4: 35,306 shares; 2022Q1: 35,739 shares; 2022Q2: 36,777 shares; 2022Q3: 37,073 shares; 2022Q4: 43,197 shares; 2023Q1: 44,377 shares 44,377 $6.6M 0.68% +1,180 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: restricted; 2021Q3: 31,058 shares; 2021Q4: 31,605 shares; 2022Q1: 32,795 shares; 2022Q2: 34,006 shares; 2022Q3: 31,272 shares; 2022Q4: 32,651 shares; 2023Q1: 35,276 shares 35,276 $6.56M 0.68% +2,625 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,339 shares; 2021Q4: 8,110 shares; 2022Q1: 7,296 shares; 2022Q2: 48,696 shares; 2022Q3: 52,764 shares; 2022Q4: 55,742 shares; 2023Q1: 58,212 shares 58,212 $6.06M 0.62% +2,470 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: restricted; 2021Q3: 24,653 shares; 2021Q4: 23,948 shares; 2022Q1: 25,669 shares; 2022Q2: 24,231 shares; 2022Q3: 25,879 shares; 2022Q4: 28,233 shares; 2023Q1: 29,916 shares 29,916 $5.98M 0.62% +1,683 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 115,729 shares; 2021Q4: 113,721 shares; 2022Q1: 245,691 shares; 2022Q2: 182,807 shares; 2022Q3: 247,398 shares; 2022Q4: 328,277 shares; 2023Q1: 254,713 shares 254,713 $5.96M 0.61% -73,564 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 59,505 shares; 2021Q4: 57,837 shares; 2022Q1: 63,094 shares; 2022Q2: 67,356 shares; 2022Q3: 72,746 shares; 2022Q4: 78,906 shares; 2023Q1: 85,143 shares 85,143 $5.89M 0.61% +6,237 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 27,711 shares; 2021Q4: 27,057 shares; 2022Q1: 28,467 shares; 2022Q2: 25,760 shares; 2022Q3: 27,033 shares; 2022Q4: 28,136 shares; 2023Q1: 29,378 shares 29,378 $5.7M 0.59% +1,242 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 20,516 shares; 2021Q4: 20,065 shares; 2022Q1: 21,530 shares; 2022Q2: 19,925 shares; 2022Q3: 21,407 shares; 2022Q4: 23,303 shares; 2023Q1: 24,805 shares 24,805 $5.52M 0.57% +1,502 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: restricted; 2021Q3: 2,298 shares; 2021Q4: 2,717 shares; 2022Q1: 2,307 shares; 2022Q2: 2,301 shares; 2022Q3: 2,293 shares; 2022Q4: 22,484 shares; 2023Q1: 24,257 shares 24,257 $5.47M 0.56% +1,773 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: restricted; 2021Q3: 119,488 shares; 2021Q4: 105,978 shares; 2022Q1: 105,468 shares; 2022Q2: 105,483 shares; 2022Q3: 143,925 shares; 2022Q4: 143,656 shares; 2023Q1: 143,631 shares 143,631 $5.37M 0.55% -25 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: restricted; 2021Q3: 25,298 shares; 2021Q4: 24,810 shares; 2022Q1: 26,829 shares; 2022Q2: 28,289 shares; 2022Q3: 30,352 shares; 2022Q4: 33,099 shares; 2023Q1: 35,292 shares 35,292 $5.36M 0.55% +2,193 Timeline BOND 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: restricted; 2021Q3: 50,072 shares; 2021Q4: 39,208 shares; 2022Q1: 43,437 shares; 2022Q2: 46,984 shares; 2022Q3: 48,015 shares; 2022Q4: 52,852 shares; 2023Q1: 57,284 shares 57,284 $5.31M 0.55% +4,432 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: restricted; 2021Q3: 9,278 shares; 2021Q4: 10,255 shares; 2022Q1: 9,267 shares; 2022Q2: 33,916 shares; 2022Q3: 35,995 shares; 2022Q4: 38,394 shares; 2023Q1: 40,664 shares 40,664 $5.3M 0.55% +2,270 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: restricted; 2021Q3: 29,730 shares; 2021Q4: 25,116 shares; 2022Q1: 27,025 shares; 2022Q2: 25,151 shares; 2022Q3: 26,690 shares; 2022Q4: 29,728 shares; 2023Q1: 29,236 shares 29,236 $4.84M 0.5% -492 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 26,064 shares; 2021Q4: 26,064 shares; 2022Q1: 26,064 shares; 2022Q2: 25,984 shares; 2022Q3: 25,984 shares; 2022Q4: 25,984 shares; 2023Q1: 26,008 shares 26,008 $4.78M 0.49% +24 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,942 shares; 2021Q4: 7,795 shares; 2022Q1: 8,290 shares; 2022Q2: 8,656 shares; 2022Q3: 9,044 shares; 2022Q4: 9,611 shares; 2023Q1: 10,058 shares 10,058 $4.75M 0.49% +447 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: restricted; 2021Q3: 22,082 shares; 2021Q4: 21,467 shares; 2022Q1: 22,873 shares; 2022Q2: 22,425 shares; 2022Q3: 23,649 shares; 2022Q4: 25,399 shares; 2023Q1: 26,627 shares 26,627 $4.56M 0.47% +1,228 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: restricted; 2021Q3: 24,167 shares; 2021Q4: 23,928 shares; 2022Q1: 25,498 shares; 2022Q2: 27,071 shares; 2022Q3: 29,127 shares; 2022Q4: 31,851 shares; 2023Q1: 33,696 shares 33,696 $4.5M 0.46% +1,845 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: restricted; 2021Q3: 34,866 shares; 2021Q4: 33,630 shares; 2022Q1: 35,943 shares; 2022Q2: 36,143 shares; 2022Q3: 38,890 shares; 2022Q4: 42,467 shares; 2023Q1: 45,268 shares 45,268 $4.47M 0.46% +2,801 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: restricted; 2021Q3: 1,682 shares; 2021Q4: 1,653 shares; 2022Q1: 1,837 shares; 2022Q2: 39,117 shares; 2022Q3: 40,441 shares; 2022Q4: 41,295 shares; 2023Q1: 42,491 shares 42,491 $4.39M 0.45% +1,196 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: restricted; 2021Q3: 5,433 shares; 2021Q4: 5,622 shares; 2022Q1: 6,144 shares; 2022Q2: 50 shares; 2022Q3: 30,422 shares; 2022Q4: 34,044 shares; 2023Q1: 56,701 shares 56,701 $4.35M 0.45% +22,657 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 46,485 shares; 2021Q4: 44,880 shares; 2022Q1: 88,447 shares; 2022Q2: 85,819 shares; 2022Q3: 77,026 shares; 2022Q4: 65,508 shares; 2023Q1: 65,347 shares 65,347 $4.26M 0.44% -161 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: restricted; 2021Q3: 88,017 shares; 2021Q4: 85,295 shares; 2022Q1: 88,714 shares; 2022Q2: 92,111 shares; 2022Q3: 95,655 shares; 2022Q4: 97,081 shares; 2023Q1: 109,046 shares 109,046 $4.24M 0.44% +11,965 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: restricted; 2021Q3: 128,184 shares; 2021Q4: 165,834 shares; 2022Q1: 168,951 shares; 2022Q2: 168,509 shares; 2022Q3: 179,338 shares; 2022Q4: 161,434 shares; 2023Q1: 185,738 shares 185,738 $4.15M 0.43% +24,304 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: restricted; 2021Q3: 37,509 shares; 2021Q4: 35,330 shares; 2022Q1: 37,517 shares; 2022Q2: 38,743 shares; 2022Q3: 40,150 shares; 2022Q4: 43,092 shares; 2023Q1: 45,501 shares 45,501 $4.14M 0.43% +2,409 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: restricted; 2021Q3: 21,022 shares; 2021Q4: 21,340 shares; 2022Q1: 21,091 shares; 2022Q2: 21,813 shares; 2022Q3: 23,088 shares; 2022Q4: 25,162 shares; 2023Q1: 26,988 shares 26,988 $3.98M 0.41% +1,826 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 622,514 shares; 2021Q4: 622,514 shares; 2022Q1: 622,514 shares; 2022Q2: 622,514 shares; 2022Q3: 622,514 shares; 2022Q4: 622,514 shares; 2023Q1: 622,514 shares 622,514 $3.57M 0.37% 0 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: restricted; 2021Q3: 5,087 shares; 2021Q4: 4,889 shares; 2022Q1: 5,400 shares; 2022Q2: 5,429 shares; 2022Q3: 5,509 shares; 2022Q4: 5,439 shares; 2023Q1: 5,530 shares 5,530 $3.55M 0.37% +91 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: restricted; 2021Q3: 33,248 shares; 2021Q4: 39,124 shares; 2022Q1: 39,810 shares; 2022Q2: 39,191 shares; 2022Q3: 40,718 shares; 2022Q4: 39,523 shares; 2023Q1: 39,760 shares 39,760 $3.4M 0.35% +237 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: restricted; 2021Q3: 28,496 shares; 2021Q4: 28,219 shares; 2022Q1: 30,551 shares; 2022Q2: 30,545 shares; 2022Q3: 31,621 shares; 2022Q4: 31,088 shares; 2023Q1: 30,305 shares 30,305 $3.22M 0.33% -783 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: restricted; 2021Q3: 7,433 shares; 2021Q4: 7,455 shares; 2022Q1: 7,548 shares; 2022Q2: 8,497 shares; 2022Q3: 7,478 shares; 2022Q4: 7,725 shares; 2023Q1: 7,680 shares 7,680 $3.16M 0.33% -45 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: restricted; 2021Q3: 50,122 shares; 2021Q4: 50,559 shares; 2022Q1: 51,802 shares; 2022Q2: 51,750 shares; 2022Q3: 60,520 shares; 2022Q4: 58,597 shares; 2023Q1: 59,672 shares 59,672 $3.12M 0.32% +1,075 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: restricted; 2021Q3: 38,127 shares; 2021Q4: 36,508 shares; 2022Q1: 31,254 shares; 2022Q2: 30,386 shares; 2022Q3: 30,534 shares; 2022Q4: 30,649 shares; 2023Q1: 30,788 shares 30,788 $3.12M 0.32% +139 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: restricted; 2021Q3: 73,721 shares; 2021Q4: 74,328 shares; 2022Q1: 76,867 shares; 2022Q2: 80,166 shares; 2022Q3: 83,303 shares; 2022Q4: 77,485 shares; 2023Q1: 87,659 shares 87,659 $2.86M 0.3% +10,174 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: restricted; 2021Q3: 9,808 shares; 2021Q4: 9,514 shares; 2022Q1: 9,518 shares; 2022Q2: 10,028 shares; 2022Q3: 9,764 shares; 2022Q4: 9,311 shares; 2023Q1: 9,235 shares 9,235 $2.85M 0.29% -76 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: restricted; 2021Q3: 15,604 shares; 2021Q4: 15,768 shares; 2022Q1: 15,705 shares; 2022Q2: 12,131 shares; 2022Q3: 11,232 shares; 2022Q4: 11,222 shares; 2023Q1: 15,357 shares 15,357 $2.8M 0.29% +4,135 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: restricted; 2021Q3: 1,178 shares; 2021Q4: 1,048 shares; 2022Q1: 1,055 shares; 2022Q2: 1,285 shares; 2022Q3: 25,802 shares; 2022Q4: 25,722 shares; 2023Q1: 26,292 shares 26,292 $2.73M 0.28% +570 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: restricted; 2021Q3: 63,502 shares; 2021Q4: 60,665 shares; 2022Q1: 65,099 shares; 2022Q2: 66,751 shares; 2022Q3: 67,747 shares; 2022Q4: 65,844 shares; 2023Q1: 66,370 shares 66,370 $2.71M 0.28% +526 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: restricted; 2021Q3: 54,665 shares; 2021Q4: 53,093 shares; 2022Q1: 54,438 shares; 2022Q2: 27,971 shares; 2022Q3: 24,320 shares; 2022Q4: 23,357 shares; 2023Q1: 23,947 shares 23,947 $2.63M 0.27% +590 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: restricted; 2021Q3: 318 shares; 2021Q4: 318 shares; 2022Q1: 464 shares; 2022Q2: 318 shares; 2022Q3: 318 shares; 2022Q4: 418 shares; 2023Q1: 50,662 shares 50,662 $2.56M 0.26% +50,244 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 11,161 shares; 2021Q4: 12,849 shares; 2022Q1: 11,181 shares; 2022Q2: 10,674 shares; 2022Q3: 64,828 shares; 2022Q4: 63,031 shares; 2023Q1: 64,288 shares 64,288 $2.44M 0.25% +1,257 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 63,993 shares; 2022Q4: 63,970 shares; 2023Q1: 64,923 shares 64,923 $2.42M 0.25% +953 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: restricted; 2021Q3: 33,268 shares; 2021Q4: 32,043 shares; 2022Q1: 62,201 shares; 2022Q2: 61,839 shares; 2022Q3: 50,748 shares; 2022Q4: 50,332 shares; 2023Q1: 49,007 shares 49,007 $2.37M 0.24% -1,325 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: restricted; 2021Q3: 300 shares; 2021Q4: 610 shares; 2022Q1: 501 shares; 2022Q2: 471 shares; 2022Q3: 471 shares; 2022Q4: 11,544 shares; 2023Q1: 11,641 shares 11,641 $2.26M 0.23% +97 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: restricted; 2021Q3: 53,161 shares; 2021Q4: 51,803 shares; 2022Q1: 56,399 shares; 2022Q2: 56,355 shares; 2022Q3: 57,348 shares; 2022Q4: 54,924 shares; 2023Q1: 29,921 shares 29,921 $2.22M 0.23% -25,003 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 42,070 shares; 2021Q4: 45,202 shares; 2022Q1: 39,571 shares; 2022Q2: 54,926 shares; 2022Q3: 57,283 shares; 2022Q4: 61,587 shares; 2023Q1: 43,671 shares 43,671 $2.21M 0.23% -17,916 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: restricted; 2021Q3: 12,850 shares; 2021Q4: 12,962 shares; 2022Q1: 12,969 shares; 2022Q2: 12,972 shares; 2022Q3: 13,187 shares; 2022Q4: 13,370 shares; 2023Q1: 13,512 shares 13,512 $2.15M 0.22% +142 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: restricted; 2021Q3: 7,202 shares; 2021Q4: 9,140 shares; 2022Q1: 9,617 shares; 2022Q2: 10,035 shares; 2022Q3: 9,676 shares; 2022Q4: 9,171 shares; 2023Q1: 10,010 shares 10,010 $2.12M 0.22% +839 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: restricted; 2021Q3: 15,447 shares; 2021Q4: 15,953 shares; 2022Q1: 13,142 shares; 2022Q2: 16,303 shares; 2022Q3: 15,209 shares; 2022Q4: 14,957 shares; 2023Q1: 12,970 shares 12,970 $2.12M 0.22% -1,987 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 18,160 shares; 2021Q4: 17,934 shares; 2022Q1: 19,479 shares; 2022Q2: 20,668 shares; 2022Q3: 22,073 shares; 2022Q4: 22,196 shares; 2023Q1: 25,935 shares 25,935 $2.09M 0.22% +3,739 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: restricted; 2021Q3: 25,591 shares; 2021Q4: 25,310 shares; 2022Q1: 26,887 shares; 2022Q2: 27,174 shares; 2022Q3: 27,384 shares; 2022Q4: 27,745 shares; 2023Q1: 27,850 shares 27,850 $2.07M 0.21% +105 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: restricted; 2021Q3: 69,893 shares; 2021Q4: 71,900 shares; 2022Q1: 75,725 shares; 2022Q2: 76,493 shares; 2022Q3: 62,369 shares; 2022Q4: 56,578 shares; 2023Q1: 57,222 shares 57,222 $2.06M 0.21% +644 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: restricted; 2021Q3: 96,692 shares; 2021Q4: 103,543 shares; 2022Q1: 47,131 shares; 2022Q2: 94,522 shares; 2022Q3: 97,515 shares; 2022Q4: 104,166 shares; 2023Q1: 57,193 shares 57,193 $2.03M 0.21% -46,973 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,671 shares; 2021Q4: 5,589 shares; 2022Q1: 6,342 shares; 2022Q2: 6,571 shares; 2022Q3: 6,330 shares; 2022Q4: 6,390 shares; 2023Q1: 6,421 shares 6,421 $2.02M 0.21% +31 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 37,503 shares; 2021Q4: 35,823 shares; 2022Q1: 35,823 shares; 2022Q2: 35,823 shares; 2022Q3: 35,787 shares; 2022Q4: 29,496 shares; 2023Q1: 29,496 shares 29,496 $2M 0.21% 0 Timeline LMBS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 57,956 shares; 2021Q4: 61,201 shares; 2022Q1: 66,061 shares; 2022Q2: 69,630 shares; 2022Q3: 40,248 shares; 2022Q4: 40,338 shares; 2023Q1: 41,807 shares 41,807 $2M 0.21% +1,469 Timeline SCHD 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: restricted; 2021Q3: 35,875 shares; 2021Q4: 34,994 shares; 2022Q1: 34,234 shares; 2022Q2: 33,375 shares; 2022Q3: 29,611 shares; 2022Q4: 27,057 shares; 2023Q1: 27,205 shares 27,205 $1.99M 0.21% +148 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: restricted; 2021Q3: 9,772 shares; 2021Q4: 9,681 shares; 2022Q1: 9,689 shares; 2022Q2: 9,689 shares; 2022Q3: 9,689 shares; 2022Q4: 10,833 shares; 2023Q1: 9,628 shares 9,628 $1.97M 0.2% -1,205 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 17,644 shares; 2021Q4: 16,832 shares; 2022Q1: 19,210 shares; 2022Q2: 19,310 shares; 2022Q3: 20,624 shares; 2022Q4: 20,324 shares; 2023Q1: 20,212 shares 20,212 $1.93M 0.2% -112 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,876 shares; 2021Q4: 7,882 shares; 2022Q1: 7,826 shares; 2022Q2: 7,465 shares; 2022Q3: 7,501 shares; 2022Q4: 7,692 shares; 2023Q1: 7,595 shares 7,595 $1.9M 0.2% -97 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 15,835 shares; 2021Q4: 15,063 shares; 2022Q1: 16,985 shares; 2022Q2: 17,040 shares; 2022Q3: 18,104 shares; 2022Q4: 17,662 shares; 2023Q1: 17,404 shares 17,404 $1.9M 0.2% -258 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: restricted; 2021Q3: 59,288 shares; 2021Q4: 52,955 shares; 2022Q1: 64,026 shares; 2022Q2: 64,140 shares; 2022Q3: 68,322 shares; 2022Q4: 66,355 shares; 2023Q1: 66,407 shares 66,407 $1.85M 0.19% +52 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 26,216 shares; 2021Q4: 21,947 shares; 2022Q1: 29,016 shares; 2022Q2: 29,289 shares; 2022Q3: 31,595 shares; 2022Q4: 32,910 shares; 2023Q1: 35,367 shares 35,367 $1.84M 0.19% +2,457 DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19,492 shares; 2021Q4: 19,503 shares; 2022Q1: 20,224 shares; 2022Q2: 20,192 shares; 2022Q3: 20,546 shares; 2022Q4: 19,577 shares; 2023Q1: 18,907 shares 18,907 $1.82M 0.19% -670 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: restricted; 2021Q3: 600 shares; 2021Q4: 638 shares; 2022Q1: 686 shares; 2022Q2: 711 shares; 2022Q3: 674 shares; 2022Q4: 681 shares; 2023Q1: 686 shares 686 $1.82M 0.19% +5 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: restricted; 2021Q3: 2,410 shares; 2021Q4: 2,331 shares; 2022Q1: 2,606 shares; 2022Q2: 2,635 shares; 2022Q3: 2,719 shares; 2022Q4: 2,674 shares; 2023Q1: 2,675 shares 2,675 $1.79M 0.18% +1 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: restricted; 2021Q3: 49,053 shares; 2021Q4: 46,571 shares; 2022Q1: 45,526 shares; 2022Q2: 42,933 shares; 2022Q3: 28,859 shares; 2022Q4: 26,112 shares; 2023Q1: 25,950 shares 25,950 $1.7M 0.18% -162 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: restricted; 2021Q3: 13,556 shares; 2021Q4: 13,520 shares; 2022Q1: 13,281 shares; 2022Q2: 13,609 shares; 2022Q3: 13,478 shares; 2022Q4: 12,845 shares; 2023Q1: 13,583 shares 13,583 $1.67M 0.17% +738 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: restricted; 2021Q3: 5,175 shares; 2021Q4: 5,987 shares; 2022Q1: 5,371 shares; 2022Q2: 5,496 shares; 2022Q3: 5,485 shares; 2022Q4: 5,438 shares; 2023Q1: 5,650 shares 5,650 $1.67M 0.17% +212 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 487 shares; 2021Q4: 512 shares; 2022Q1: 528 shares; 2022Q2: 563 shares; 2022Q3: 587 shares; 2022Q4: 610 shares; 2023Q1: 671 shares 671 $1.65M 0.17% +61 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: restricted; 2021Q3: 6,471 shares; 2021Q4: 7,005 shares; 2022Q1: 7,351 shares; 2022Q2: 7,669 shares; 2022Q3: 7,694 shares; 2022Q4: 7,867 shares; 2023Q1: 7,759 shares 7,759 $1.63M 0.17% -108 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 21,462 shares; 2021Q4: 20,696 shares; 2022Q1: 22,302 shares; 2022Q2: 20,309 shares; 2022Q3: 21,566 shares; 2022Q4: 208,206 shares; 2023Q1: 19,737 shares 19,737 $1.62M 0.17% -188,469 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 21,910 shares; 2021Q4: 21,316 shares; 2022Q1: 23,589 shares; 2022Q2: 23,713 shares; 2022Q3: 25,715 shares; 2022Q4: 25,324 shares; 2023Q1: 24,895 shares 24,895 $1.58M 0.16% -429 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: restricted; 2021Q3: 11,705 shares; 2021Q4: 11,496 shares; 2022Q1: 12,198 shares; 2022Q2: 12,740 shares; 2022Q3: 12,335 shares; 2022Q4: 12,293 shares; 2023Q1: 12,832 shares 12,832 $1.45M 0.15% +539 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 24,794 shares; 2021Q4: 24,794 shares; 2022Q1: 24,794 shares; 2022Q2: 24,724 shares; 2022Q3: 24,724 shares; 2022Q4: 24,724 shares; 2023Q1: 24,724 shares 24,724 $1.44M 0.15% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,554 shares; 2021Q4: 4,588 shares; 2022Q1: 4,085 shares; 2022Q2: 8,082 shares; 2022Q3: 10,699 shares; 2022Q4: 7,600 shares; 2023Q1: 5,077 shares 5,077 $1.42M 0.15% -2,523 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 36,042 shares; 2021Q4: 38,242 shares; 2022Q1: 42,942 shares; 2022Q2: 56,823 shares; 2022Q3: 54,778 shares; 2022Q4: 54,778 shares; 2023Q1: 54,778 shares 54,778 $1.38M 0.14% 0 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: restricted; 2021Q3: 1,535 shares; 2021Q4: 1,651 shares; 2022Q1: 1,809 shares; 2022Q2: 2,006 shares; 2022Q3: 2,113 shares; 2022Q4: 2,440 shares; 2023Q1: 2,513 shares 2,513 $1.37M 0.14% +73 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,828 shares; 2021Q4: 8,676 shares; 2022Q1: 10,323 shares; 2022Q2: 10,880 shares; 2022Q3: 10,587 shares; 2022Q4: 10,554 shares; 2023Q1: 10,920 shares 10,920 $1.36M 0.14% +366 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: restricted; 2021Q3: 18,643 shares; 2021Q4: 22,752 shares; 2022Q1: 23,675 shares; 2022Q2: 24,102 shares; 2022Q3: 26,911 shares; 2022Q4: 21,172 shares; 2023Q1: 25,871 shares 25,871 $1.35M 0.14% +4,699 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: restricted; 2021Q3: 333 shares; 2021Q4: 355 shares; 2022Q1: 349 shares; 2022Q2: 609 shares; 2022Q3: 13,425 shares; 2022Q4: 12,912 shares; 2023Q1: 12,815 shares 12,815 $1.33M 0.14% -97 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 461 shares; 2021Q4: 461 shares; 2022Q1: 3,743 shares; 2022Q2: 3,799 shares; 2022Q3: 3,782 shares; 2022Q4: 3,124 shares; 2023Q1: 3,449 shares 3,449 $1.33M 0.14% +325 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: restricted; 2021Q3: 3,962 shares; 2021Q4: 3,945 shares; 2022Q1: 3,237 shares; 2022Q2: 3,489 shares; 2022Q3: 3,405 shares; 2022Q4: 3,218 shares; 2023Q1: 3,223 shares 3,223 $1.32M 0.14% +5 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 15,460 shares; 2021Q4: 14,724 shares; 2022Q1: 16,716 shares; 2022Q2: 16,787 shares; 2022Q3: 24,566 shares; 2022Q4: 19,400 shares; 2023Q1: 24,198 shares 24,198 $1.3M 0.13% +4,798 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 20,497 shares; 2021Q4: 19,588 shares; 2022Q1: 21,925 shares; 2022Q2: 22,031 shares; 2022Q3: 23,478 shares; 2022Q4: 20,642 shares; 2023Q1: 22,649 shares 22,649 $1.27M 0.13% +2,007 Timeline EXP EAGLE MATLS INC More: the full row for EAGLE MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,147 shares; 2022Q3: 6,611 shares; 2022Q4: 7,861 shares; 2023Q1: 8,550 shares 8,550 $1.25M 0.13% +689 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: restricted; 2021Q3: 9,030 shares; 2021Q4: 9,454 shares; 2022Q1: 9,778 shares; 2022Q2: 10,359 shares; 2022Q3: 10,699 shares; 2022Q4: 12,265 shares; 2023Q1: 12,710 shares 12,710 $1.24M 0.13% +445 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 29 shares; 2021Q4: 29 shares; 2022Q1: 29 shares; 2022Q2: 145 shares; 2022Q3: 145 shares; 2022Q4: 145 shares; 2023Q1: 18,368 shares 18,368 $1.22M 0.13% +18,223 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: restricted; 2021Q3: 6,867 shares; 2021Q4: 7,048 shares; 2022Q1: 11,307 shares; 2022Q2: 12,294 shares; 2022Q3: 13,669 shares; 2022Q4: 12,715 shares; 2023Q1: 11,491 shares 11,491 $1.15M 0.12% -1,224 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: restricted; 2021Q3: 15,085 shares; 2021Q4: 15,039 shares; 2022Q1: 14,042 shares; 2022Q2: 14,687 shares; 2022Q3: 11,230 shares; 2022Q4: 9,272 shares; 2023Q1: 10,851 shares 10,851 $1.14M 0.12% +1,579 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,720 shares; 2021Q4: 3,547 shares; 2022Q1: 4,079 shares; 2022Q2: 4,435 shares; 2022Q3: 4,759 shares; 2022Q4: 4,970 shares; 2023Q1: 5,450 shares 5,450 $1.13M 0.12% +480 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: restricted; 2021Q3: 10,150 shares; 2021Q4: 11,247 shares; 2022Q1: 11,430 shares; 2022Q2: 12,247 shares; 2022Q3: 12,440 shares; 2022Q4: 14,375 shares; 2023Q1: 14,208 shares 14,208 $1.13M 0.12% -167 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 22,145 shares; 2021Q4: 24,065 shares; 2022Q1: 26,465 shares; 2022Q2: 38,460 shares; 2022Q3: 36,730 shares; 2022Q4: 43,972 shares; 2023Q1: 43,972 shares 43,972 $1.08M 0.11% 0 IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,994 shares; 2021Q4: 4,949 shares; 2022Q1: 4,883 shares; 2022Q2: 4,883 shares; 2022Q3: 4,415 shares; 2022Q4: 4,136 shares; 2023Q1: 4,361 shares 4,361 $1.08M 0.11% +225 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: restricted; 2021Q3: 57,858 shares; 2021Q4: 56,048 shares; 2022Q1: 59,807 shares; 2022Q2: 59,703 shares; 2022Q3: 64,061 shares; 2022Q4: 16,717 shares; 2023Q1: 16,352 shares 16,352 $1.06M 0.11% -365 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: restricted; 2021Q3: 51,662 shares; 2021Q4: 49,079 shares; 2022Q1: 47,970 shares; 2022Q2: 37,009 shares; 2022Q3: 20,373 shares; 2022Q4: 23,348 shares; 2023Q1: 22,063 shares 22,063 $1.03M 0.11% -1,285 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,248 shares; 2021Q4: 12,490 shares; 2022Q1: 12,321 shares; 2022Q2: 17,506 shares; 2022Q3: 16,369 shares; 2022Q4: 15,261 shares; 2023Q1: 15,283 shares 15,283 $1.03M 0.11% +22 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,882 shares; 2021Q4: 5,233 shares; 2022Q1: 5,731 shares; 2022Q2: 6,168 shares; 2022Q3: 6,336 shares; 2022Q4: 6,482 shares; 2023Q1: 7,548 shares 7,548 $1.02M 0.11% +1,066 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 16,586 shares; 2021Q4: 18,086 shares; 2022Q1: 18,086 shares; 2022Q2: 30,033 shares; 2022Q3: 28,543 shares; 2022Q4: 38,237 shares; 2023Q1: 41,387 shares 41,387 $1.02M 0.1% +3,150 PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 227,897 shares; 2021Q4: 238,165 shares; 2022Q1: 271,508 shares; 2022Q2: 248,160 shares; 2022Q3: 243,076 shares; 2022Q4: 251,620 shares; 2023Q1: 256,765 shares 256,765 $914K 0.09% +5,145 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 557 shares; 2021Q4: 525 shares; 2022Q1: 3,516 shares; 2022Q2: 3,678 shares; 2022Q3: 3,635 shares; 2022Q4: 3,716 shares; 2023Q1: 4,557 shares 4,557 $910K 0.09% +841 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,992 shares; 2021Q4: 8,766 shares; 2022Q1: 9,431 shares; 2022Q2: 10,222 shares; 2022Q3: 10,396 shares; 2022Q4: 11,965 shares; 2023Q1: 12,300 shares 12,300 $896K 0.09% +335 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: restricted; 2021Q3: 1,468 shares; 2021Q4: 1,574 shares; 2022Q1: 1,705 shares; 2022Q2: 1,861 shares; 2022Q3: 2,026 shares; 2022Q4: 2,242 shares; 2023Q1: 2,400 shares 2,400 $872K 0.09% +158 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 18,546 shares; 2021Q4: 18,546 shares; 2022Q1: 11,363 shares; 2022Q2: 18,546 shares; 2022Q3: 11,006 shares; 2022Q4: 10,496 shares; 2023Q1: 10,496 shares 10,496 $864K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,090 shares; 2021Q4: 2,090 shares; 2022Q1: 2,090 shares; 2022Q2: 2,095 shares; 2022Q3: 2,085 shares; 2022Q4: 2,063 shares; 2023Q1: 2,083 shares 2,083 $860K 0.09% +20 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19,760 shares; 2021Q4: 19,812 shares; 2022Q1: 21,974 shares; 2022Q2: 22,058 shares; 2022Q3: 23,874 shares; 2022Q4: 21,123 shares; 2023Q1: 21,869 shares 21,869 $851K 0.09% +746 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: restricted; 2021Q3: 16,185 shares; 2021Q4: 18,914 shares; 2022Q1: 19,765 shares; 2022Q2: 18,913 shares; 2022Q3: 17,578 shares; 2022Q4: 17,177 shares; 2023Q1: 17,743 shares 17,743 $844K 0.09% +566 Timeline FMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 13,687 shares; 2021Q4: 16,559 shares; 2022Q1: 17,388 shares; 2022Q2: 16,709 shares; 2022Q3: 16,156 shares; 2022Q4: 9,575 shares; 2023Q1: 16,305 shares 16,305 $831K 0.09% +6,730 Timeline AX AXOS FINANCIAL INC More: the full row for AXOS FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 14,102 shares; 2021Q4: 15,002 shares; 2022Q1: 16,647 shares; 2022Q2: 17,973 shares; 2022Q3: 18,443 shares; 2022Q4: 21,507 shares; 2023Q1: 21,820 shares 21,820 $806K 0.08% +313 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 439,349 shares; 2021Q4: 467,312 shares; 2022Q1: 476,631 shares; 2022Q2: 506,565 shares; 2022Q3: 533,208 shares; 2022Q4: 489,474 shares; 2023Q1: 14,291 shares 14,291 $780K 0.08% -475,183 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: restricted; 2021Q3: 1,893 shares; 2021Q4: 1,918 shares; 2022Q1: 1,893 shares; 2022Q2: 1,893 shares; 2022Q3: 1,915 shares; 2022Q4: 1,905 shares; 2023Q1: 2,421 shares 2,421 $777K 0.08% +516 Timeline EFIV 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: restricted; 2021Q3: 13,989 shares; 2021Q4: 17,324 shares; 2022Q1: 17,907 shares; 2022Q2: 17,958 shares; 2022Q3: 17,987 shares; 2022Q4: 19,571 shares; 2023Q1: 19,602 shares 19,602 $773K 0.08% +31 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,493 shares; 2021Q4: 12,951 shares; 2022Q1: 12,951 shares; 2022Q2: 25,311 shares; 2022Q3: 24,951 shares; 2022Q4: 29,793 shares; 2023Q1: 32,451 shares 32,451 $770K 0.08% +2,658 Timeline NUMV 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: restricted; 2021Q3: 17,173 shares; 2021Q4: 20,606 shares; 2022Q1: 21,275 shares; 2022Q2: 21,446 shares; 2022Q3: 23,763 shares; 2022Q4: 21,091 shares; 2023Q1: 26,374 shares 26,374 $757K 0.08% +5,283 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,332 shares; 2021Q4: 5,266 shares; 2022Q1: 6,444 shares; 2022Q2: 5,875 shares; 2022Q3: 4,341 shares; 2022Q4: 4,173 shares; 2023Q1: 6,382 shares 6,382 $751K 0.08% +2,209 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: restricted; 2021Q3: 2,737 shares; 2021Q4: 2,672 shares; 2022Q1: 2,658 shares; 2022Q2: 2,658 shares; 2022Q3: 2,823 shares; 2022Q4: 2,881 shares; 2023Q1: 2,978 shares 2,978 $751K 0.08% +97 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: restricted; 2021Q3: 3,035 shares; 2021Q4: 3,189 shares; 2022Q1: 3,157 shares; 2022Q2: 3,050 shares; 2022Q3: 4,273 shares; 2022Q4: 3,664 shares; 2023Q1: 2,928 shares 2,928 $745K 0.08% -736 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: restricted; 2021Q3: 2,162 shares; 2021Q4: 2,188 shares; 2022Q1: 2,191 shares; 2022Q2: 2,191 shares; 2022Q3: 2,175 shares; 2022Q4: 2,129 shares; 2023Q1: 2,134 shares 2,134 $733K 0.08% +5 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 24,858 shares; 2021Q4: 24,224 shares; 2022Q1: 29,868 shares; 2022Q2: 29,155 shares; 2022Q3: 34,613 shares; 2022Q4: 37,586 shares; 2023Q1: 41,066 shares 41,066 $733K 0.08% +3,480 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,270 shares; 2021Q4: 4,537 shares; 2022Q1: 4,704 shares; 2022Q2: 2,706 shares; 2022Q3: 2,471 shares; 2022Q4: 2,050 shares; 2023Q1: 2,011 shares 2,011 $714K 0.07% -39 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 815 shares; 2021Q4: 835 shares; 2022Q1: 9,500 shares; 2022Q2: 10,142 shares; 2022Q3: 10,651 shares; 2022Q4: 12,480 shares; 2023Q1: 13,034 shares 13,034 $683K 0.07% +554 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,230 shares; 2021Q4: 2,393 shares; 2022Q1: 2,594 shares; 2022Q2: 2,856 shares; 2022Q3: 2,931 shares; 2022Q4: 3,382 shares; 2023Q1: 3,469 shares 3,469 $681K 0.07% +87 Timeline NUSC 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: restricted; 2021Q3: 11,755 shares; 2021Q4: 13,941 shares; 2022Q1: 15,237 shares; 2022Q2: 15,332 shares; 2022Q3: 17,047 shares; 2022Q4: 14,799 shares; 2023Q1: 18,283 shares 18,283 $647K 0.07% +3,484 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,618 shares; 2021Q4: 8,302 shares; 2022Q1: 8,498 shares; 2022Q2: 8,295 shares; 2022Q3: 7,659 shares; 2022Q4: 6,435 shares; 2023Q1: 6,200 shares 6,200 $629K 0.06% -235 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,592 shares; 2021Q4: 4,591 shares; 2022Q1: 4,603 shares; 2022Q2: 4,603 shares; 2022Q3: 9,622 shares; 2022Q4: 9,657 shares; 2023Q1: 8,979 shares 8,979 $628K 0.06% -678 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,148 shares; 2021Q4: 7,251 shares; 2022Q1: 13,647 shares; 2022Q2: 15,957 shares; 2022Q3: 20,668 shares; 2022Q4: 21,735 shares; 2023Q1: 25,382 shares 25,382 $623K 0.06% +3,647 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: restricted; 2021Q3: 913 shares; 2021Q4: 922 shares; 2022Q1: 892 shares; 2022Q2: 894 shares; 2022Q3: 924 shares; 2022Q4: 1,261 shares; 2023Q1: 1,203 shares 1,203 $598K 0.06% -58 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: restricted; 2021Q3: 7,226 shares; 2021Q4: 7,235 shares; 2022Q1: 7,226 shares; 2022Q2: 7,226 shares; 2022Q3: 2,511 shares; 2022Q4: 2,493 shares; 2023Q1: 4,433 shares 4,433 $586K 0.06% +1,940 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 63,064 shares; 2021Q4: 59,130 shares; 2022Q1: 66,975 shares; 2022Q2: 67,599 shares; 2022Q3: 72,747 shares; 2022Q4: 58,033 shares; 2023Q1: 69,669 shares 69,669 $573K 0.06% +11,636 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,873 shares; 2021Q4: 6,958 shares; 2022Q1: 6,831 shares; 2022Q2: 6,825 shares; 2022Q3: 5,226 shares; 2022Q4: 5,239 shares; 2023Q1: 7,399 shares 7,399 $570K 0.06% +2,160 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: restricted; 2021Q3: 3,987 shares; 2021Q4: 5,000 shares; 2022Q1: 5,157 shares; 2022Q2: 5,213 shares; 2022Q3: 5,225 shares; 2022Q4: 5,697 shares; 2023Q1: 17,141 shares 17,141 $570K 0.06% +11,444 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,995 shares; 2021Q4: 10,337 shares; 2022Q1: 8,427 shares; 2022Q2: 8,644 shares; 2022Q3: 8,094 shares; 2022Q4: 6,487 shares; 2023Q1: 5,801 shares 5,801 $568K 0.06% -686 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: restricted; 2021Q3: 8,848 shares; 2021Q4: 8,719 shares; 2022Q1: 8,884 shares; 2022Q2: 8,720 shares; 2022Q3: 10,720 shares; 2022Q4: 13,248 shares; 2023Q1: 12,411 shares 12,411 $561K 0.06% -837 Timeline PERFICIENT INC PERFICIENT INC More: the full row for PERFICIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,304 shares; 2021Q4: 5,655 shares; 2022Q1: 5,936 shares; 2022Q2: 6,394 shares; 2022Q3: 6,541 shares; 2022Q4: 7,052 shares; 2023Q1: 7,721 shares 7,721 $557K 0.06% +669 MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,183 shares; 2021Q4: 533 shares; 2022Q1: 533 shares; 2022Q2: 533 shares; 2022Q3: 283 shares; 2022Q4: 5,108 shares; 2023Q1: 5,170 shares 5,170 $557K 0.06% +62 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: restricted; 2021Q3: 6,322 shares; 2021Q4: 6,389 shares; 2022Q1: 7,067 shares; 2022Q2: 7,094 shares; 2022Q3: 8,651 shares; 2022Q4: 8,933 shares; 2023Q1: 6,110 shares 6,110 $527K 0.05% -2,823 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: restricted; 2021Q3: 13,050 shares; 2021Q4: 15,086 shares; 2022Q1: 15,532 shares; 2022Q2: 11,993 shares; 2022Q3: 13,395 shares; 2022Q4: 12,625 shares; 2023Q1: 16,496 shares 16,496 $519K 0.05% +3,871 Timeline FLRN 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: restricted; 2021Q3: 26,000 shares; 2021Q4: 23,232 shares; 2022Q1: 21,679 shares; 2022Q2: 20,469 shares; 2022Q3: 15,983 shares; 2022Q4: 14,500 shares; 2023Q1: 16,428 shares 16,428 $500K 0.05% +1,928 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,303 shares; 2021Q4: 1,439 shares; 2022Q1: 1,323 shares; 2022Q2: 1,119 shares; 2022Q3: 1,119 shares; 2022Q4: 1,119 shares; 2023Q1: 999 shares 999 $500K 0.05% -120 Timeline PZA 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: restricted; 2021Q3: 17,980 shares; 2021Q4: 20,942 shares; 2022Q1: 22,099 shares; 2022Q2: 21,250 shares; 2022Q3: 21,687 shares; 2022Q4: 8,451 shares; 2023Q1: 20,998 shares 20,998 $497K 0.05% +12,547 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: restricted; 2021Q3: 2,059 shares; 2021Q4: 2,059 shares; 2022Q1: 1,585 shares; 2022Q2: 1,585 shares; 2022Q3: 1,585 shares; 2022Q4: 1,585 shares; 2023Q1: 2,700 shares 2,700 $495K 0.05% +1,115 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: restricted; 2021Q3: 2,964 shares; 2021Q4: 2,976 shares; 2022Q1: 2,855 shares; 2022Q2: 2,755 shares; 2022Q3: 2,611 shares; 2022Q4: 2,140 shares; 2023Q1: 1,949 shares 1,949 $471K 0.05% -191 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19,585 shares; 2021Q4: 18,739 shares; 2022Q1: 20,650 shares; 2022Q2: 20,840 shares; 2022Q3: 2,603 shares; 2022Q4: 2,516 shares; 2023Q1: 2,726 shares 2,726 $467K 0.05% +210 Timeline BRK-A 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: restricted; 2021Q3: 1 shares; 2021Q4: 1 shares; 2022Q1: 1 shares; 2022Q2: 1 shares; 2022Q3: 1 shares; 2022Q4: 1 shares; 2023Q1: 1 shares 1 $466K 0.05% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 34,480 shares; 2021Q4: 29,369 shares; 2022Q1: 26,294 shares; 2022Q2: 27,946 shares; 2022Q3: 31,975 shares; 2022Q4: 24,370 shares; 2023Q1: 23,885 shares 23,885 $460K 0.05% -485 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: restricted; 2021Q3: 13,764 shares; 2021Q4: 14,422 shares; 2022Q1: 13,349 shares; 2022Q2: 13,349 shares; 2022Q3: 13,349 shares; 2022Q4: 12,090 shares; 2023Q1: 12,074 shares 12,074 $451K 0.05% -16 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: restricted; 2021Q3: 2,491 shares; 2021Q4: 2,685 shares; 2022Q1: 2,616 shares; 2022Q2: 2,612 shares; 2022Q3: 1,531 shares; 2022Q4: 1,540 shares; 2023Q1: 2,236 shares 2,236 $450K 0.05% +696 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 22,302 shares; 2021Q4: 22,320 shares; 2022Q1: 15,241 shares; 2022Q2: 15,000 shares; 2022Q3: 15,000 shares; 2022Q4: 15,000 shares; 2023Q1: 15,000 shares 15,000 $426K 0.04% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,599 shares; 2021Q4: 2,972 shares; 2022Q1: 2,637 shares; 2022Q2: 2,578 shares; 2022Q3: 2,500 shares; 2022Q4: 1,816 shares; 2023Q1: 1,799 shares 1,799 $423K 0.04% -17 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,943 shares; 2021Q4: 2,039 shares; 2022Q1: 1,943 shares; 2022Q2: 2,302 shares; 2022Q3: 2,302 shares; 2022Q4: 2,378 shares; 2023Q1: 2,744 shares 2,744 $414K 0.04% +366 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: restricted; 2021Q3: 1,791 shares; 2021Q4: 1,791 shares; 2022Q1: 1,791 shares; 2022Q2: 1,791 shares; 2022Q3: 1,791 shares; 2022Q4: 1,821 shares; 2023Q1: 1,641 shares 1,641 $409K 0.04% -180 Timeline HYMB 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: restricted; 2021Q3: 6,384 shares; 2021Q4: 7,708 shares; 2022Q1: 8,105 shares; 2022Q2: 7,789 shares; 2022Q3: 7,585 shares; 2022Q4: 3,067 shares; 2023Q1: 16,163 shares 16,163 $405K 0.04% +13,096 Timeline SMMU 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: restricted; 2021Q3: 7,469 shares; 2021Q4: 8,854 shares; 2022Q1: 9,214 shares; 2022Q2: 8,822 shares; 2022Q3: 8,212 shares; 2022Q4: 7,668 shares; 2023Q1: 8,055 shares 8,055 $401K 0.04% +387 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,797 shares; 2021Q4: 10,797 shares; 2022Q1: 10,797 shares; 2022Q2: 10,797 shares; 2022Q3: 10,797 shares; 2022Q4: 16,669 shares; 2023Q1: 16,669 shares 16,669 $400K 0.04% 0 AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,753 shares; 2021Q4: 1,703 shares; 2022Q1: 1,700 shares; 2022Q2: 2,554 shares; 2022Q3: 1,704 shares; 2022Q4: 1,704 shares; 2023Q1: 1,704 shares 1,704 $383K 0.04% 0 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 17,938 shares; 2021Q4: 17,731 shares; 2022Q1: 19,209 shares; 2022Q2: 11,077 shares; 2022Q3: 10,859 shares; 2022Q4: 11,099 shares; 2023Q1: 11,018 shares 11,018 $383K 0.04% -81 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,586 shares; 2021Q4: 3,586 shares; 2022Q1: 3,586 shares; 2022Q2: 3,586 shares; 2022Q3: 3,586 shares; 2022Q4: 3,586 shares; 2023Q1: 3,586 shares 3,586 $383K 0.04% 0 Timeline HYT BLACKROCK CORPOR HI YLD FD I More: the full row for BLACKROCK CORPOR HI YLD FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 39,790 shares; 2022Q3: 38,856 shares; 2022Q4: 41,959 shares; 2023Q1: 43,485 shares 43,485 $379K 0.04% +1,526 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,843 shares; 2022Q2: 10,454 shares; 2022Q3: 13,945 shares; 2022Q4: 14,815 shares; 2023Q1: 13,679 shares 13,679 $376K 0.04% -1,136 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 947 shares; 2021Q4: 947 shares; 2022Q1: 947 shares; 2022Q2: 947 shares; 2022Q3: 2,529 shares; 2022Q4: 2,207 shares; 2023Q1: 2,258 shares 2,258 $376K 0.04% +51 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,760 shares; 2021Q4: 6,828 shares; 2022Q1: 6,930 shares; 2022Q2: 6,930 shares; 2022Q3: 6,930 shares; 2022Q4: 6,910 shares; 2023Q1: 6,910 shares 6,910 $373K 0.04% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,436 shares; 2021Q4: 5,202 shares; 2022Q1: 5,083 shares; 2022Q2: 4,899 shares; 2022Q3: 4,565 shares; 2022Q4: 3,350 shares; 2023Q1: 2,834 shares 2,834 $368K 0.04% -516 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: restricted; 2021Q3: 4,271 shares; 2021Q4: 5,080 shares; 2022Q1: 3,781 shares; 2022Q2: 3,935 shares; 2022Q3: 3,924 shares; 2022Q4: 3,962 shares; 2023Q1: 3,962 shares 3,962 $368K 0.04% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,412 shares; 2021Q4: 5,749 shares; 2022Q1: 5,265 shares; 2022Q2: 5,279 shares; 2022Q3: 4,318 shares; 2022Q4: 3,984 shares; 2023Q1: 2,778 shares 2,778 $364K 0.04% -1,206 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: restricted; 2021Q3: 1,588 shares; 2021Q4: 1,753 shares; 2022Q1: 1,695 shares; 2022Q2: 1,403 shares; 2022Q3: 1,659 shares; 2022Q4: 1,769 shares; 2023Q1: 2,032 shares 2,032 $362K 0.04% +263 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: restricted; 2021Q3: 2,887 shares; 2021Q4: 2,887 shares; 2022Q1: 47 shares; 2022Q2: 2,875 shares; 2022Q3: 2,875 shares; 2022Q4: 2,837 shares; 2023Q1: 3,216 shares 3,216 $353K 0.04% +379 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,682 shares; 2021Q4: 2,971 shares; 2022Q1: 2,682 shares; 2022Q2: 2,682 shares; 2022Q3: 2,682 shares; 2022Q4: 2,806 shares; 2023Q1: 2,806 shares 2,806 $348K 0.04% 0 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: restricted; 2021Q3: 5,545 shares; 2021Q4: 5,837 shares; 2022Q1: 5,749 shares; 2022Q2: 5,573 shares; 2022Q3: 4,837 shares; 2022Q4: 3,376 shares; 2023Q1: 3,236 shares 3,236 $343K 0.04% -140 Timeline THE COOPER COMPANIES THE COOPER COMPANIES More: the full row for THE COOPER COMPANIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 197 shares; 2021Q4: 197 shares; 2022Q1: 197 shares; 2022Q2: 1,795 shares; 2022Q3: 1,593 shares; 2022Q4: 1,204 shares; 2023Q1: 918 shares 918 $343K 0.04% -286 KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,522 shares; 2021Q4: 2,605 shares; 2022Q1: 2,513 shares; 2022Q2: 2,513 shares; 2022Q3: 2,504 shares; 2022Q4: 2,530 shares; 2023Q1: 2,521 shares 2,521 $338K 0.03% -9 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,007 shares; 2021Q4: 2,537 shares; 2022Q1: 2,409 shares; 2022Q2: 2,331 shares; 2022Q3: 2,136 shares; 2022Q4: 1,514 shares; 2023Q1: 1,465 shares 1,465 $336K 0.03% -49 MUNI 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: restricted; 2021Q3: 5,375 shares; 2021Q4: 6,735 shares; 2022Q1: 7,062 shares; 2022Q2: 6,779 shares; 2022Q3: 6,460 shares; 2022Q4: 4,898 shares; 2023Q1: 6,316 shares 6,316 $330K 0.03% +1,418 Timeline XLI 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: restricted; 2021Q3: 3,125 shares; 2021Q4: 3,125 shares; 2022Q1: 3,125 shares; 2022Q2: 3,125 shares; 2022Q3: 3,125 shares; 2022Q4: 3,167 shares; 2023Q1: 3,199 shares 3,199 $324K 0.03% +32 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,070 shares; 2021Q4: 8,194 shares; 2022Q1: 5,866 shares; 2022Q2: 5,866 shares; 2022Q3: 5,866 shares; 2022Q4: 7,213 shares; 2023Q1: 5,046 shares 5,046 $322K 0.03% -2,167 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,813 shares; 2021Q4: 3,813 shares; 2022Q1: 3,813 shares; 2022Q2: 3,813 shares; 2022Q3: 3,813 shares; 2022Q4: 3,813 shares; 2023Q1: 4,110 shares 4,110 $321K 0.03% +297 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: restricted; 2021Q3: 7,217 shares; 2021Q4: 7,209 shares; 2022Q1: 7,209 shares; 2022Q2: 7,211 shares; 2022Q3: 2,411 shares; 2022Q4: 2,400 shares; 2023Q1: 4,840 shares 4,840 $307K 0.03% +2,440 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: restricted; 2021Q3: 5,088 shares; 2021Q4: 4,852 shares; 2022Q1: 5,448 shares; 2022Q2: 5,426 shares; 2022Q3: 4,772 shares; 2022Q4: 3,924 shares; 2023Q1: 4,002 shares 4,002 $304K 0.03% +78 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,799 shares; 2021Q4: 6,799 shares; 2022Q1: 6,799 shares; 2022Q2: 6,799 shares; 2022Q3: 6,799 shares; 2022Q4: 12,846 shares; 2023Q1: 12,846 shares 12,846 $302K 0.03% 0 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 861 shares; 2021Q4: 916 shares; 2022Q1: 1,039 shares; 2022Q2: 965 shares; 2022Q3: 1,166 shares; 2022Q4: 898 shares; 2023Q1: 1,075 shares 1,075 $299K 0.03% +177 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: restricted; 2021Q3: 1,919 shares; 2021Q4: 1,919 shares; 2022Q1: 5,422 shares; 2022Q2: 5,422 shares; 2022Q3: 5,422 shares; 2022Q4: 5,422 shares; 2023Q1: 5,422 shares 5,422 $290K 0.03% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 14,070 shares; 2022Q3: 14,070 shares; 2022Q4: 14,070 shares; 2023Q1: 14,070 shares 14,070 $285K 0.03% 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: restricted; 2021Q3: 9,784 shares; 2021Q4: 9,058 shares; 2022Q1: 9,000 shares; 2022Q2: 9,000 shares; 2022Q3: 9,000 shares; 2022Q4: 9,117 shares; 2023Q1: 9,000 shares 9,000 $281K 0.03% -117 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: restricted; 2021Q3: 3,869 shares; 2021Q4: 2,924 shares; 2022Q1: 1,630 shares; 2022Q2: 1,628 shares; 2022Q3: 1,579 shares; 2022Q4: 1,164 shares; 2023Q1: 1,297 shares 1,297 $276K 0.03% +133 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,896 shares; 2022Q2: 2,839 shares; 2022Q3: 2,681 shares; 2022Q4: 3,068 shares; 2023Q1: 3,166 shares 3,166 $269K 0.03% +98 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,151 shares; 2022Q2: 3,151 shares; 2022Q3: 3,151 shares; 2022Q4: 10,834 shares; 2023Q1: 10,834 shares 10,834 $269K 0.03% 0 XAODX ABRDN TOTAL DYNAMIC DIVIDEND More: the full row for ABRDN TOTAL DYNAMIC DIVIDEND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 22,290 shares; 2021Q4: 38,196 shares; 2022Q1: 41,163 shares; 2022Q2: 42,889 shares; 2022Q3: 41,792 shares; 2022Q4: 44,020 shares; 2023Q1: 32,411 shares 32,411 $262K 0.03% -11,609 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,890 shares; 2021Q4: 5,890 shares; 2022Q1: 5,890 shares; 2022Q2: 5,890 shares; 2022Q3: 5,890 shares; 2022Q4: 10,141 shares; 2023Q1: 10,141 shares 10,141 $242K 0.02% 0 Timeline SCHK 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: restricted; 2021Q3: 6,031 shares; 2021Q4: 6,031 shares; 2022Q1: 6,031 shares; 2022Q2: 6,031 shares; 2022Q3: 6,031 shares; 2022Q4: 6,031 shares; 2023Q1: 6,031 shares 6,031 $239K 0.02% 0 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 10,000 shares; 2021Q4: 9,270 shares; 2022Q1: 9,270 shares; 2022Q2: 9,270 shares; 2022Q3: 9,270 shares; 2022Q4: 9,270 shares; 2023Q1: 9,270 shares 9,270 $234K 0.02% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 26,445 shares; 2021Q4: 25,320 shares; 2022Q1: 28,232 shares; 2022Q2: 28,480 shares; 2022Q3: 2,650 shares; 2022Q4: 2,557 shares; 2023Q1: 2,671 shares 2,671 $233K 0.02% +114 Timeline SPYD 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: restricted; 2021Q3: 17,780 shares; 2021Q4: 21,011 shares; 2022Q1: 16,836 shares; 2022Q2: 11,937 shares; 2022Q3: 5,631 shares; 2022Q4: 5,634 shares; 2023Q1: 6,109 shares 6,109 $232K 0.02% +475 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: restricted; 2021Q3: 25,170 shares; 2021Q4: 26,379 shares; 2022Q1: 9,219 shares; 2022Q2: 9,206 shares; 2022Q3: 9,094 shares; 2022Q4: 8,802 shares; 2023Q1: 7,846 shares 7,846 $224K 0.02% -956 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,421 shares; 2021Q4: 9,693 shares; 2022Q1: 9,693 shares; 2022Q2: 9,662 shares; 2022Q3: 9,639 shares; 2022Q4: 9,639 shares; 2023Q1: 5,624 shares 5,624 $224K 0.02% -4,015 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 32,389 shares; 2021Q4: 31,752 shares; 2022Q1: 21,793 shares; 2022Q2: 21,220 shares; 2022Q3: 20,924 shares; 2022Q4: 22,124 shares; 2023Q1: 22,250 shares 22,250 $219K 0.02% +126 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 494 shares; 2021Q4: 388 shares; 2022Q1: 138 shares; 2022Q2: 5,638 shares; 2022Q3: 5,610 shares; 2022Q4: 2,110 shares; 2023Q1: 2,110 shares 2,110 $216K 0.02% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,500 shares; 2021Q4: 2,500 shares; 2022Q1: 2,500 shares; 2022Q2: 2,500 shares; 2022Q3: 2,500 shares; 2022Q4: 2,726 shares; 2023Q1: 2,643 shares 2,643 $213K 0.02% -83 Timeline FTSM 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: restricted; 2021Q3: 38,151 shares; 2021Q4: 40,382 shares; 2022Q1: 43,661 shares; 2022Q2: 45,545 shares; 2022Q3: 44,652 shares; 2022Q4: 3,540 shares; 2023Q1: 3,540 shares 3,540 $211K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,046 shares; 2021Q4: 1,046 shares; 2022Q1: 1,046 shares; 2022Q2: 1,046 shares; 2022Q3: 1,097 shares; 2022Q4: 1,066 shares; 2023Q1: 1,046 shares 1,046 $204K 0.02% -20 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: restricted; 2021Q3: 763 shares; 2021Q4: 763 shares; 2022Q1: 444 shares; 2022Q2: 444 shares; 2022Q3: 444 shares; 2022Q4: 444 shares; 2023Q1: 444 shares 444 $204K 0.02% 0 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: restricted; 2021Q3: 6,760 shares; 2021Q4: 6,760 shares; 2022Q1: 6,760 shares; 2022Q2: 7,210 shares; 2022Q3: 7,210 shares; 2022Q4: 7,210 shares; 2023Q1: 7,480 shares 7,480 $202K 0.02% +270 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: restricted; 2021Q3: 1,703 shares; 2021Q4: 1,301 shares; 2022Q1: 1,301 shares; 2022Q2: 1,303 shares; 2022Q3: 1,303 shares; 2022Q4: 1,303 shares; 2023Q1: 1,303 shares 1,303 $202K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,524 shares; 2021Q4: 1,524 shares; 2022Q1: 1,524 shares; 2022Q2: 1,524 shares; 2022Q3: 1,524 shares; 2022Q4: 1,524 shares; 2023Q1: 1,524 shares 1,524 $201K 0.02% 0 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 22,278 shares; 2021Q4: 23,700 shares; 2022Q1: 25,637 shares; 2022Q2: 27,109 shares; 2022Q3: 2,987 shares; 2022Q4: 2,023 shares; 2023Q1: 2,023 shares 2,023 $201K 0.02% 0 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 18,830 shares; 2021Q4: 13,456 shares; 2022Q1: 12,610 shares; 2022Q2: 12,256 shares; 2022Q3: 10,988 shares; 2022Q4: 8,629 shares; 2023Q1: 7,013 shares 7,013 $197K 0.02% -1,616 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: restricted; 2021Q3: 2,421 shares; 2021Q4: 2,436 shares; 2022Q1: 1,182 shares; 2022Q2: 802 shares; 2022Q3: 1,808 shares; 2022Q4: 1,909 shares; 2023Q1: 914 shares 914 $190K 0.02% -995 Timeline JETS 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: restricted; 2021Q3: not reported; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 7,025 shares; 2022Q3: 7,025 shares; 2022Q4: 10,025 shares; 2023Q1: 10,025 shares 10,025 $187K 0.02% 0 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: restricted; 2021Q3: 3,565 shares; 2021Q4: 3,497 shares; 2022Q1: 2,621 shares; 2022Q2: 4,077 shares; 2022Q3: 4,049 shares; 2022Q4: 2,228 shares; 2023Q1: 2,230 shares 2,230 $185K 0.02% +2 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: restricted; 2021Q3: 2,403 shares; 2021Q4: 1,525 shares; 2022Q1: 1,365 shares; 2022Q2: 1,014 shares; 2022Q3: 4,003 shares; 2022Q4: 4,597 shares; 2023Q1: 4,536 shares 4,536 $183K 0.02% -61 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: restricted; 2021Q3: 449 shares; 2021Q4: 453 shares; 2022Q1: 450 shares; 2022Q2: 454 shares; 2022Q3: 408 shares; 2022Q4: 461 shares; 2023Q1: 521 shares 521 $180K 0.02% +60 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,144 shares; 2021Q4: 1,161 shares; 2022Q1: 1,169 shares; 2022Q2: 1,177 shares; 2022Q3: 1,177 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares 1,200 $177K 0.02% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 505 shares; 2021Q4: 505 shares; 2022Q1: 505 shares; 2022Q2: 505 shares; 2022Q3: 502 shares; 2022Q4: 491 shares; 2023Q1: 490 shares 490 $175K 0.02% -1 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 252 shares; 2021Q4: 456 shares; 2022Q1: 456 shares; 2022Q2: 656 shares; 2022Q3: 626 shares; 2022Q4: 678 shares; 2023Q1: 678 shares 678 $173K 0.02% 0 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,535 shares; 2022Q4: 1,506 shares; 2023Q1: 1,512 shares 1,512 $173K 0.02% +6 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: restricted; 2021Q3: 1,938 shares; 2021Q4: 1,939 shares; 2022Q1: 9,941 shares; 2022Q2: 1,913 shares; 2022Q3: 1,946 shares; 2022Q4: 1,838 shares; 2023Q1: 1,929 shares 1,929 $169K 0.02% +91 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,972 shares; 2021Q4: 2,972 shares; 2022Q1: 2,661 shares; 2022Q2: 2,661 shares; 2022Q3: 2,662 shares; 2022Q4: 2,626 shares; 2023Q1: 3,139 shares 3,139 $168K 0.02% +513 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,339 shares; 2021Q4: 1,044 shares; 2022Q1: 1,027 shares; 2022Q2: 1,022 shares; 2022Q3: 1,112 shares; 2022Q4: 1,010 shares; 2023Q1: 1,010 shares 1,010 $167K 0.02% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,480 shares; 2021Q4: 6,417 shares; 2022Q1: 6,417 shares; 2022Q2: 6,417 shares; 2022Q3: 6,417 shares; 2022Q4: 6,417 shares; 2023Q1: 6,417 shares 6,417 $166K 0.02% 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: restricted; 2021Q3: 2,489 shares; 2021Q4: 2,744 shares; 2022Q1: 2,508 shares; 2022Q2: 2,459 shares; 2022Q3: 1,615 shares; 2022Q4: 1,990 shares; 2023Q1: 2,380 shares 2,380 $165K 0.02% +390 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: restricted; 2021Q3: 1,380 shares; 2021Q4: 2,154 shares; 2022Q1: 1,125 shares; 2022Q2: 1,111 shares; 2022Q3: 1,960 shares; 2022Q4: 1,839 shares; 2023Q1: 1,563 shares 1,563 $165K 0.02% -276 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: restricted; 2021Q3: 1,068 shares; 2021Q4: 1,068 shares; 2022Q1: 1,068 shares; 2022Q2: 1,068 shares; 2022Q3: 1,068 shares; 2022Q4: 1,068 shares; 2023Q1: 1,068 shares 1,068 $161K 0.02% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,032 shares; 2021Q4: 2,032 shares; 2022Q1: 2,032 shares; 2022Q2: 2,032 shares; 2022Q3: 2,032 shares; 2022Q4: 2,032 shares; 2023Q1: 2,032 shares 2,032 $161K 0.02% 0 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: restricted; 2021Q3: 1,016 shares; 2021Q4: 2,122 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,105 shares; 2023Q1: 1,000 shares 1,000 $159K 0.02% -105 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: restricted; 2021Q3: 12,925 shares; 2021Q4: 12,925 shares; 2022Q1: 4,245 shares; 2022Q2: 12,925 shares; 2022Q3: 12,000 shares; 2022Q4: 5,070 shares; 2023Q1: 5,070 shares 5,070 $158K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 527 shares; 2022Q1: 1,585 shares; 2022Q2: 1,585 shares; 2022Q3: 1,585 shares; 2022Q4: 1,071 shares; 2023Q1: 1,115 shares 1,115 $158K 0.02% +44 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,015 shares; 2023Q1: 1,032 shares 1,032 $154K 0.02% +17 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: restricted; 2021Q3: 3,216 shares; 2021Q4: 4,767 shares; 2022Q1: 4,275 shares; 2022Q2: 3,281 shares; 2022Q3: 3,243 shares; 2022Q4: 2,259 shares; 2023Q1: 2,138 shares 2,138 $153K 0.02% -121 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: restricted; 2021Q3: 482 shares; 2021Q4: 462 shares; 2022Q1: 407 shares; 2022Q2: 407 shares; 2022Q3: 407 shares; 2022Q4: 407 shares; 2023Q1: 428 shares 428 $152K 0.02% +21 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: restricted; 2021Q3: 2,840 shares; 2021Q4: 2,690 shares; 2022Q1: 2,760 shares; 2022Q2: 2,770 shares; 2022Q3: 2,780 shares; 2022Q4: 2,789 shares; 2023Q1: 2,799 shares 2,799 $152K 0.02% +10 AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,754 shares; 2021Q4: 1,754 shares; 2022Q1: 1,754 shares; 2022Q2: 1,754 shares; 2022Q3: 1,754 shares; 2022Q4: 1,754 shares; 2023Q1: 1,754 shares 1,754 $152K 0.02% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,451 shares; 2021Q4: 3,851 shares; 2022Q1: 3,581 shares; 2022Q2: 3,581 shares; 2022Q3: 3,581 shares; 2022Q4: 3,581 shares; 2023Q1: 3,967 shares 3,967 $149K 0.02% +386 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: restricted; 2021Q3: not reported; 2021Q4: 2,144 shares; 2022Q1: 569 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 611 shares; 2023Q1: 611 shares 611 $149K 0.02% 0 Timeline IDA IDACORP INC More: the full row for IDACORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,037 shares; 2021Q4: 1,037 shares; 2022Q1: 1,037 shares; 2022Q2: 1,037 shares; 2022Q3: 1,037 shares; 2022Q4: 1,037 shares; 2023Q1: 1,370 shares 1,370 $148K 0.02% +333 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,743 shares; 2021Q4: 3,175 shares; 2022Q1: 3,175 shares; 2022Q2: 3,175 shares; 2022Q3: 5,080 shares; 2022Q4: 5,047 shares; 2023Q1: 5,047 shares 5,047 $147K 0.02% 0 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: restricted; 2021Q3: 310 shares; 2021Q4: 10,808 shares; 2022Q1: 2,515 shares; 2022Q2: 310 shares; 2022Q3: 310 shares; 2022Q4: 9,545 shares; 2023Q1: 1,977 shares 1,977 $146K 0.02% -7,568 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: restricted; 2021Q3: 220 shares; 2021Q4: 220 shares; 2022Q1: 234 shares; 2022Q2: 220 shares; 2022Q3: 220 shares; 2022Q4: 789 shares; 2023Q1: 777 shares 777 $145K 0.01% -12 Timeline IBTH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,386 shares; 2023Q1: 6,386 shares 6,386 $145K 0.01% 0 Timeline IBTG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,236 shares; 2023Q1: 6,236 shares 6,236 $144K 0.01% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,258 shares; 2021Q4: 1,309 shares; 2022Q1: 1,300 shares; 2022Q2: 1,606 shares; 2022Q3: 1,574 shares; 2022Q4: 1,066 shares; 2023Q1: 1,128 shares 1,128 $144K 0.01% +62 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: restricted; 2021Q3: 620 shares; 2021Q4: 964 shares; 2022Q1: 620 shares; 2022Q2: 435 shares; 2022Q3: 135 shares; 2022Q4: 496 shares; 2023Q1: 588 shares 588 $143K 0.01% +92 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4 shares; 2021Q4: 4 shares; 2022Q1: 1 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 611 shares; 2023Q1: 680 shares 680 $143K 0.01% +69 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: restricted; 2021Q3: 490 shares; 2021Q4: 490 shares; 2022Q1: 492 shares; 2022Q2: 493 shares; 2022Q3: 478 shares; 2022Q4: 478 shares; 2023Q1: 618 shares 618 $142K 0.01% +140 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: restricted; 2021Q3: not reported; 2021Q4: 1,033 shares; 2022Q1: 513 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 929 shares; 2023Q1: 929 shares 929 $141K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 17,525 shares; 2021Q4: 4,128 shares; 2022Q1: 4,128 shares; 2022Q2: 3,629 shares; 2022Q3: 3,629 shares; 2022Q4: 3,704 shares; 2023Q1: 3,704 shares 3,704 $140K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,922 shares; 2021Q4: 2,324 shares; 2022Q1: 2,326 shares; 2022Q2: 2,327 shares; 2022Q3: 1,990 shares; 2022Q4: 2,121 shares; 2023Q1: 1,994 shares 1,994 $139K 0.01% -127 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,113 shares; 2021Q4: 1,113 shares; 2022Q1: 1,113 shares; 2022Q2: 1,113 shares; 2022Q3: 1,113 shares; 2022Q4: 1,113 shares; 2023Q1: 1,113 shares 1,113 $138K 0.01% 0 Timeline AVUS 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: restricted; 2021Q3: 4,655 shares; 2021Q4: 4,655 shares; 2022Q1: 4,655 shares; 2022Q2: 4,655 shares; 2022Q3: 4,655 shares; 2022Q4: 3,055 shares; 2023Q1: 1,940 shares 1,940 $138K 0.01% -1,115 Timeline CYRX CRYOPORT INC More: the full row for CRYOPORT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,201 shares; 2021Q4: 6,250 shares; 2022Q1: 8,000 shares; 2022Q2: 8,000 shares; 2022Q3: 5,001 shares; 2022Q4: 5,001 shares; 2023Q1: 5,501 shares 5,501 $132K 0.01% +500 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: restricted; 2021Q3: 2,722 shares; 2021Q4: 2,988 shares; 2022Q1: 2,722 shares; 2022Q2: 2,718 shares; 2022Q3: 2,682 shares; 2022Q4: 2,666 shares; 2023Q1: 2,666 shares 2,666 $132K 0.01% 0 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: restricted; 2021Q3: 2,832 shares; 2021Q4: 3,140 shares; 2022Q1: 3,464 shares; 2022Q2: 3,877 shares; 2022Q3: 4,073 shares; 2022Q4: 4,780 shares; 2023Q1: 508 shares 508 $130K 0.01% -4,272 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: restricted; 2021Q3: 966 shares; 2021Q4: 1,486 shares; 2022Q1: 604 shares; 2022Q2: 604 shares; 2022Q3: 604 shares; 2022Q4: 1,436 shares; 2023Q1: 841 shares 841 $128K 0.01% -595 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,470 shares; 2021Q4: 1,440 shares; 2022Q1: 1,440 shares; 2022Q2: 1,440 shares; 2022Q3: 1,440 shares; 2022Q4: 1,440 shares; 2023Q1: 1,440 shares 1,440 $127K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 660 shares; 2021Q4: 511 shares; 2022Q1: 511 shares; 2022Q2: 511 shares; 2022Q3: 555 shares; 2022Q4: 612 shares; 2023Q1: 556 shares 556 $127K 0.01% -56 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: restricted; 2021Q3: 13,706 shares; 2021Q4: 14,626 shares; 2022Q1: 15,169 shares; 2022Q2: 16,262 shares; 2022Q3: 1,214 shares; 2022Q4: 1,414 shares; 2023Q1: 1,648 shares 1,648 $126K 0.01% +234 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: restricted; 2021Q3: 127 shares; 2021Q4: 113 shares; 2022Q1: 103 shares; 2022Q2: 104 shares; 2022Q3: 161 shares; 2022Q4: 161 shares; 2023Q1: 218 shares 218 $126K 0.01% +57 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,049 shares; 2021Q4: 2,697 shares; 2022Q1: 1,613 shares; 2022Q2: 1,613 shares; 2022Q3: 1,613 shares; 2022Q4: 1,513 shares; 2023Q1: 1,576 shares 1,576 $123K 0.01% +63 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 344 shares; 2021Q4: 362 shares; 2022Q1: 362 shares; 2022Q2: 343 shares; 2022Q3: 272 shares; 2022Q4: 274 shares; 2023Q1: 276 shares 276 $123K 0.01% +2 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: restricted; 2021Q3: 816 shares; 2021Q4: 720 shares; 2022Q1: 720 shares; 2022Q2: 717 shares; 2022Q3: 725 shares; 2022Q4: 720 shares; 2023Q1: 743 shares 743 $123K 0.01% +23 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 59,695 shares; 2021Q4: 45,852 shares; 2022Q1: 48,180 shares; 2022Q2: 54,798 shares; 2022Q3: 7,762 shares; 2022Q4: 4,531 shares; 2023Q1: 4,531 shares 4,531 $122K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,717 shares; 2021Q4: 1,755 shares; 2022Q1: 1,590 shares; 2022Q2: 1,926 shares; 2022Q3: 1,556 shares; 2022Q4: 1,220 shares; 2023Q1: 1,220 shares 1,220 $121K 0.01% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,158 shares; 2021Q4: 1,159 shares; 2022Q1: 1,159 shares; 2022Q2: 1,162 shares; 2022Q3: 868 shares; 2022Q4: 683 shares; 2023Q1: 1,269 shares 1,269 $120K 0.01% +586 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: restricted; 2021Q3: 650 shares; 2021Q4: 1,357 shares; 2022Q1: 650 shares; 2022Q2: 650 shares; 2022Q3: 650 shares; 2022Q4: 650 shares; 2023Q1: 718 shares 718 $120K 0.01% +68 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 662 shares; 2021Q4: 742 shares; 2022Q1: 663 shares; 2022Q2: 663 shares; 2022Q3: 663 shares; 2022Q4: 666 shares; 2023Q1: 734 shares 734 $120K 0.01% +68 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares; 2022Q2: 410 shares; 2022Q3: 388 shares; 2022Q4: 386 shares; 2023Q1: 386 shares 386 $118K 0.01% 0 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 618 shares; 2021Q4: 934 shares; 2022Q1: 618 shares; 2022Q2: 618 shares; 2022Q3: 618 shares; 2022Q4: 618 shares; 2023Q1: 618 shares 618 $118K 0.01% 0 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 739 shares; 2021Q4: 740 shares; 2022Q1: 740 shares; 2022Q2: 740 shares; 2022Q3: 740 shares; 2022Q4: 843 shares; 2023Q1: 938 shares 938 $117K 0.01% +95 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: restricted; 2021Q3: 1,356 shares; 2021Q4: 942 shares; 2022Q1: 860 shares; 2022Q2: 860 shares; 2022Q3: 1,349 shares; 2022Q4: 1,172 shares; 2023Q1: 1,451 shares 1,451 $116K 0.01% +279 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 62 shares; 2021Q4: 47 shares; 2022Q1: 47 shares; 2022Q2: 1,139 shares; 2022Q3: 1,139 shares; 2022Q4: 1,172 shares; 2023Q1: 1,393 shares 1,393 $115K 0.01% +221 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: restricted; 2021Q3: 1,532 shares; 2021Q4: 1,553 shares; 2022Q1: 467 shares; 2022Q2: 470 shares; 2022Q3: 471 shares; 2022Q4: 474 shares; 2023Q1: 582 shares 582 $115K 0.01% +108 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: restricted; 2021Q3: 1,218 shares; 2021Q4: 2,200 shares; 2022Q1: 2,200 shares; 2022Q2: 2,200 shares; 2022Q3: 2,200 shares; 2022Q4: 1,356 shares; 2023Q1: 1,356 shares 1,356 $114K 0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,028 shares; 2021Q4: 1,028 shares; 2022Q1: 1,028 shares; 2022Q2: 1,028 shares; 2022Q3: 1,028 shares; 2022Q4: 1,019 shares; 2023Q1: 1,018 shares 1,018 $113K 0.01% -1 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: restricted; 2021Q3: 1,246 shares; 2021Q4: 1,286 shares; 2022Q1: 1,246 shares; 2022Q2: 1,245 shares; 2022Q3: 1,210 shares; 2022Q4: 1,211 shares; 2023Q1: 1,421 shares 1,421 $113K 0.01% +210 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,598 shares; 2021Q4: 1,598 shares; 2022Q1: 1,598 shares; 2022Q2: 1,598 shares; 2022Q3: 1,598 shares; 2022Q4: 1,598 shares; 2023Q1: 3,800 shares 3,800 $113K 0.01% +2,202 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 956 shares; 2021Q4: 1,183 shares; 2022Q1: 1,185 shares; 2022Q2: 1,139 shares; 2022Q3: 909 shares; 2022Q4: 909 shares; 2023Q1: 1,009 shares 1,009 $112K 0.01% +100 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 308 shares 308 $109K 0.01% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 356 shares; 2023Q1: 356 shares 356 $109K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,546 shares; 2021Q4: 5,267 shares; 2022Q1: 528 shares; 2022Q2: 531 shares; 2022Q3: 529 shares; 2022Q4: 654 shares; 2023Q1: 888 shares 888 $109K 0.01% +234 Timeline MLKN MILLERKNOLL INC More: the full row for MILLERKNOLL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,325 shares; 2021Q4: 5,325 shares; 2022Q1: 5,325 shares; 2022Q2: 5,325 shares; 2022Q3: 5,325 shares; 2022Q4: 5,325 shares; 2023Q1: 5,325 shares 5,325 $109K 0.01% 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: restricted; 2021Q3: 1,132 shares; 2021Q4: 3,168 shares; 2022Q1: 1,396 shares; 2022Q2: 1,401 shares; 2022Q3: 784 shares; 2022Q4: 816 shares; 2023Q1: 1,112 shares 1,112 $108K 0.01% +296 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,220 shares; 2021Q4: 1,220 shares; 2022Q1: 1,062 shares; 2022Q2: 1,062 shares; 2022Q3: 1,044 shares; 2022Q4: 1,031 shares; 2023Q1: 1,031 shares 1,031 $108K 0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 672 shares; 2021Q4: 672 shares; 2022Q1: 672 shares; 2022Q2: 672 shares; 2022Q3: 672 shares; 2022Q4: 672 shares; 2023Q1: 672 shares 672 $107K 0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,850 shares; 2021Q4: 2,850 shares; 2022Q1: 2,850 shares; 2022Q2: 2,850 shares; 2022Q3: 2,850 shares; 2022Q4: 2,850 shares; 2023Q1: 2,850 shares 2,850 $103K 0.01% 0 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 473 shares; 2021Q4: 474 shares; 2022Q1: 474 shares; 2022Q2: 474 shares; 2022Q3: 468 shares; 2022Q4: 359 shares; 2023Q1: 445 shares 445 $101K 0.01% +86 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 145 shares; 2021Q4: 580 shares; 2022Q1: 604 shares; 2022Q2: 580 shares; 2022Q3: 580 shares; 2022Q4: 589 shares; 2023Q1: 589 shares 589 $98.9K 0.01% 0 IDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,330 shares; 2021Q4: 8,130 shares; 2022Q1: 8,130 shares; 2022Q2: 8,130 shares; 2022Q3: 9,536 shares; 2022Q4: 3,544 shares; 2023Q1: 3,544 shares 3,544 $98.1K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,279 shares; 2021Q4: 775 shares; 2022Q1: 772 shares; 2022Q2: 1,272 shares; 2022Q3: 1,272 shares; 2022Q4: 1,267 shares; 2023Q1: 1,267 shares 1,267 $97.9K 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: restricted; 2021Q3: 1,819 shares; 2021Q4: 4,918 shares; 2022Q1: 2,654 shares; 2022Q2: 2,680 shares; 2022Q3: 2,069 shares; 2022Q4: 1,780 shares; 2023Q1: 2,191 shares 2,191 $97.8K 0.01% +411 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 869 shares; 2021Q4: 869 shares; 2022Q1: 809 shares; 2022Q2: 809 shares; 2022Q3: 810 shares; 2022Q4: 803 shares; 2023Q1: 803 shares 803 $97.6K 0.01% 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: restricted; 2021Q3: 8,095 shares; 2021Q4: 6,963 shares; 2022Q1: 6,326 shares; 2022Q2: 6,328 shares; 2022Q3: 4,408 shares; 2022Q4: 3,913 shares; 2023Q1: 3,913 shares 3,913 $97.5K 0.01% 0 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 793 shares; 2021Q4: 795 shares; 2022Q1: 796 shares; 2022Q2: 798 shares; 2022Q3: 798 shares; 2022Q4: 794 shares; 2023Q1: 795 shares 795 $96.6K 0.01% +1 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,331 shares; 2021Q4: 1,481 shares; 2022Q1: 1,481 shares; 2022Q2: 1,481 shares; 2022Q3: 1,382 shares; 2022Q4: 1,382 shares; 2023Q1: 1,382 shares 1,382 $94.2K 0.01% 0 Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,607 shares; 2021Q4: 3,613 shares; 2022Q1: 3,619 shares; 2022Q2: 3,363 shares; 2022Q3: 3,363 shares; 2022Q4: 3,363 shares; 2023Q1: 3,363 shares 3,363 $92.2K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 700 shares; 2021Q4: 700 shares; 2022Q1: 700 shares; 2022Q2: 88 shares; 2022Q3: 74 shares; 2022Q4: 75 shares; 2023Q1: 672 shares 672 $90.6K 0.01% +597 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,053 shares; 2021Q4: 1,050 shares; 2022Q1: 1,050 shares; 2022Q2: 2,647 shares; 2022Q3: 1,021 shares; 2022Q4: 1,021 shares; 2023Q1: 1,440 shares 1,440 $89.9K 0.01% +419 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,438 shares; 2021Q4: 2,893 shares; 2022Q1: 3,193 shares; 2022Q2: 2,439 shares; 2022Q3: 2,439 shares; 2022Q4: 2,440 shares; 2023Q1: 3,009 shares 3,009 $88.6K 0.01% +569 Timeline BIL 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 956 shares 956 $87.8K 0.01% new 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: restricted; 2021Q3: 537 shares; 2021Q4: 585 shares; 2022Q1: 1,169 shares; 2022Q2: 1,300 shares; 2022Q3: 1,380 shares; 2022Q4: 1,311 shares; 2023Q1: 1,813 shares 1,813 $86.7K 0.01% +502 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,141 shares; 2021Q4: 1,141 shares; 2022Q1: 1,141 shares; 2022Q2: 1,141 shares; 2022Q3: 1,141 shares; 2022Q4: 1,141 shares; 2023Q1: 1,141 shares 1,141 $83K 0.01% 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: restricted; 2021Q3: 434 shares; 2021Q4: 941 shares; 2022Q1: 413 shares; 2022Q2: 413 shares; 2022Q3: 413 shares; 2022Q4: 413 shares; 2023Q1: 457 shares 457 $82.8K 0.01% +44 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,408 shares; 2021Q4: 3,408 shares; 2022Q1: 3,408 shares; 2022Q2: 3,408 shares; 2022Q3: 3,408 shares; 2022Q4: 2,904 shares; 2023Q1: 2,704 shares 2,704 $82.4K 0.01% -200 Timeline RA BROOKFIELD REAL ASSETS INCOM More: the full row for BROOKFIELD REAL ASSETS INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 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 $82.2K 0.01% 0 Timeline RUTHS HOSPITALITY GROUP INC RUTHS HOSPITALITY GROUP INC More: the full row for RUTHS HOSPITALITY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 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 $82.1K 0.01% 0 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 781 shares; 2021Q4: 806 shares; 2022Q1: 781 shares; 2022Q2: 782 shares; 2022Q3: 665 shares; 2022Q4: 486 shares; 2023Q1: 493 shares 493 $82.1K 0.01% +7 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 61 shares; 2022Q1: not reported; 2022Q2: 314 shares; 2022Q3: 314 shares; 2022Q4: 529 shares; 2023Q1: 618 shares 618 $80K 0.01% +89 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 427 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,616 shares 5,616 $79.9K 0.01% new Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 974 shares; 2021Q4: 974 shares; 2022Q1: 974 shares; 2022Q2: 974 shares; 2022Q3: 974 shares; 2022Q4: 974 shares; 2023Q1: 974 shares 974 $79.4K 0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 133 shares; 2022Q4: 1,068 shares; 2023Q1: 1,068 shares 1,068 $79.2K 0.01% 0 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: restricted; 2021Q3: 2,677 shares; 2021Q4: 2,677 shares; 2022Q1: 954 shares; 2022Q2: 2,677 shares; 2022Q3: 2,632 shares; 2022Q4: 2,646 shares; 2023Q1: 2,646 shares 2,646 $79.2K 0.01% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,090 shares; 2021Q4: 1,091 shares; 2022Q1: 1,091 shares; 2022Q2: 1,092 shares; 2022Q3: 1,092 shares; 2022Q4: 1,093 shares; 2023Q1: 1,093 shares 1,093 $79K 0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 9,661 shares; 2021Q4: 10,812 shares; 2022Q1: 11,421 shares; 2022Q2: 11,436 shares; 2022Q3: 10,806 shares; 2022Q4: 11,299 shares; 2023Q1: 6,239 shares 6,239 $78.6K 0.01% -5,060 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 708 shares 708 $78.2K 0.01% new 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: restricted; 2021Q3: 24 shares; 2021Q4: 24 shares; 2022Q1: 825 shares; 2022Q2: 22 shares; 2022Q3: 22 shares; 2022Q4: 23 shares; 2023Q1: 500 shares 500 $76.8K 0.01% +477 Timeline VOE 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: restricted; 2021Q3: 570 shares; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 570 shares; 2022Q4: 674 shares; 2023Q1: 570 shares 570 $76.4K 0.01% -104 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 795 shares; 2021Q4: 795 shares; 2022Q1: 937 shares; 2022Q2: 937 shares; 2022Q3: 937 shares; 2022Q4: 992 shares; 2023Q1: 818 shares 818 $76.1K 0.01% -174 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: restricted; 2021Q3: 225 shares; 2021Q4: 255 shares; 2022Q1: 276 shares; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: 273 shares; 2023Q1: 304 shares 304 $75.3K 0.01% +31 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,239 shares; 2022Q3: 2,239 shares; 2022Q4: 2,239 shares; 2023Q1: 2,239 shares 2,239 $75K 0.01% 0 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: restricted; 2021Q3: 3,168 shares; 2021Q4: 2,876 shares; 2022Q1: 2,900 shares; 2022Q2: 2,990 shares; 2022Q3: 3,180 shares; 2022Q4: 3,514 shares; 2023Q1: 3,008 shares 3,008 $73.8K 0.01% -506 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 51 shares; 2021Q4: 51 shares; 2022Q1: 51 shares; 2022Q2: 53 shares; 2022Q3: 49 shares; 2022Q4: 249 shares; 2023Q1: 249 shares 249 $73.1K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 681,984 shares; 2021Q4: 598,769 shares; 2022Q1: 617,615 shares; 2022Q2: 24,750 shares; 2022Q3: 19,062 shares; 2022Q4: 12,246 shares; 2023Q1: 1,406 shares 1,406 $72.1K 0.01% -10,840 Timeline MDYG 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: restricted; 2021Q3: 3,297 shares; 2021Q4: 3,297 shares; 2022Q1: 2,947 shares; 2022Q2: 2,947 shares; 2022Q3: 2,947 shares; 2022Q4: 1,523 shares; 2023Q1: 1,052 shares 1,052 $72K 0.01% -471 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 432 shares; 2021Q4: 432 shares; 2022Q1: 432 shares; 2022Q2: 432 shares; 2022Q3: 432 shares; 2022Q4: 431 shares; 2023Q1: 431 shares 431 $71.6K 0.01% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 530 shares; 2021Q4: 846 shares; 2022Q1: 533 shares; 2022Q2: 530 shares; 2022Q3: 223 shares; 2022Q4: 224 shares; 2023Q1: 250 shares 250 $71.5K 0.01% +26 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,437 shares 1,437 $71.1K 0.01% new Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,222 shares; 2021Q4: 1,222 shares; 2022Q1: 1,222 shares; 2022Q2: 1,222 shares; 2022Q3: 1,222 shares; 2022Q4: 1,222 shares; 2023Q1: 1,222 shares 1,222 $68.9K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 564 shares; 2021Q4: 173 shares; 2022Q1: 173 shares; 2022Q2: 173 shares; 2022Q3: 186 shares; 2022Q4: 186 shares; 2023Q1: 620 shares 620 $68.4K 0.01% +434 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 949 shares; 2021Q4: 1,511 shares; 2022Q1: 1,087 shares; 2022Q2: 1,086 shares; 2022Q3: 654 shares; 2022Q4: 652 shares; 2023Q1: 977 shares 977 $68.1K 0.01% +325 Timeline ACVF ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,382 shares; 2022Q3: 1,382 shares; 2022Q4: 2,148 shares; 2023Q1: 2,148 shares 2,148 $67.7K 0.01% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 855 shares; 2021Q4: 1,871 shares; 2022Q1: 855 shares; 2022Q2: 855 shares; 2022Q3: 839 shares; 2022Q4: 847 shares; 2023Q1: 898 shares 898 $67.5K 0.01% +51 Timeline SPYM 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,395 shares 1,395 $67.2K 0.01% new Timeline USO UNITED STS OIL FD LP More: the full row for UNITED STS OIL FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6 shares; 2021Q4: 6 shares; 2022Q1: 1,007 shares; 2022Q2: 1,006 shares; 2022Q3: 1,006 shares; 2022Q4: 1,006 shares; 2023Q1: 1,006 shares 1,006 $66.8K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,276 shares; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares; 2022Q4: 2,217 shares; 2023Q1: 2,000 shares 2,000 $64.3K 0.01% -217 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19 shares; 2021Q4: 33 shares; 2022Q1: 19 shares; 2022Q2: 19 shares; 2022Q3: 187 shares; 2022Q4: 184 shares; 2023Q1: 184 shares 184 $63.8K 0.01% 0 Timeline DGP DEUTSCHE BK AG LONDON BRH More: the full row for DEUTSCHE BK AG LONDON BRH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,266 shares; 2021Q4: 1,266 shares; 2022Q1: 900 shares; 2022Q2: 900 shares; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 1,500 shares 1,500 $63.4K 0.01% +600 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: restricted; 2021Q3: 4,242 shares; 2021Q4: 2,742 shares; 2022Q1: 2,742 shares; 2022Q2: 2,742 shares; 2022Q3: 2,742 shares; 2022Q4: 2,742 shares; 2023Q1: 5,507 shares 5,507 $63.2K 0.01% +2,765 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 262 shares; 2021Q4: 266 shares; 2022Q1: 268 shares; 2022Q2: 269 shares; 2022Q3: 269 shares; 2022Q4: 262 shares; 2023Q1: 308 shares 308 $62.9K 0.01% +46 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 594 shares; 2021Q4: 594 shares; 2022Q1: 594 shares; 2022Q2: 594 shares; 2022Q3: 594 shares; 2022Q4: 602 shares; 2023Q1: 882 shares 882 $62.3K 0.01% +280 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,423 shares; 2021Q4: 3,180 shares; 2022Q1: 1,247 shares; 2022Q2: 1,247 shares; 2022Q3: 1,247 shares; 2022Q4: 1,247 shares; 2023Q1: 1,247 shares 1,247 $62K 0.01% 0 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 301 shares; 2021Q4: 401 shares; 2022Q1: 330 shares; 2022Q2: 330 shares; 2022Q3: 330 shares; 2022Q4: 330 shares; 2023Q1: 558 shares 558 $61.7K 0.01% +228 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: restricted; 2021Q3: 1,584 shares; 2021Q4: 1,584 shares; 2022Q1: 1,084 shares; 2022Q2: 1,083 shares; 2022Q3: 1,030 shares; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares 1,030 $61.1K 0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 271 shares; 2021Q4: 271 shares; 2022Q1: 271 shares; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: 274 shares; 2023Q1: 319 shares 319 $61K 0.01% +45 Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 209 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $60.8K 0.01% 0 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 275 shares; 2022Q4: 277 shares; 2023Q1: 277 shares 277 $60.2K 0.01% 0 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: restricted; 2021Q3: 776 shares; 2021Q4: 777 shares; 2022Q1: 779 shares; 2022Q2: 781 shares; 2022Q3: 785 shares; 2022Q4: 789 shares; 2023Q1: 792 shares 792 $60.2K 0.01% +3 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: restricted; 2021Q3: 2,063 shares; 2021Q4: 1,076 shares; 2022Q1: 796 shares; 2022Q2: 6,939 shares; 2022Q3: 414 shares; 2022Q4: 412 shares; 2023Q1: 615 shares 615 $58.8K 0.01% +203 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,162 shares 1,162 $58.6K 0.01% new Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 151 shares; 2021Q4: 180 shares; 2022Q1: 370 shares; 2022Q2: 190 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 397 shares 397 $57.9K 0.01% +197 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 406 shares; 2021Q4: 406 shares; 2022Q1: 406 shares; 2022Q2: 404 shares; 2022Q3: 276 shares; 2022Q4: 274 shares; 2023Q1: 274 shares 274 $57K 0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 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: 1,048 shares 1,048 $56.7K 0.01% +48 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: restricted; 2021Q3: 10,189 shares; 2021Q4: 9,739 shares; 2022Q1: 11,020 shares; 2022Q2: 11,104 shares; 2022Q3: 11,879 shares; 2022Q4: 552 shares; 2023Q1: 229 shares 229 $56.5K 0.01% -323 Timeline GDS GDS HLDGS LTD More: the full row for GDS HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,500 shares; 2022Q3: 5,500 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares 3,000 $56K 0.01% 0 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 21 shares; 2023Q1: 333 shares 333 $55.5K 0.01% +312 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: restricted; 2021Q3: 762 shares; 2021Q4: 904 shares; 2022Q1: 764 shares; 2022Q2: 787 shares; 2022Q3: 669 shares; 2022Q4: 670 shares; 2023Q1: 671 shares 671 $52.6K 0.01% +1 Timeline FDL 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: restricted; 2021Q3: 1,470 shares; 2021Q4: 1,470 shares; 2022Q1: 1,470 shares; 2022Q2: 1,470 shares; 2022Q3: 1,470 shares; 2022Q4: 1,470 shares; 2023Q1: 1,470 shares 1,470 $52.2K 0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 275 shares; 2021Q4: 275 shares; 2022Q1: 275 shares; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: 282 shares; 2023Q1: 275 shares 275 $52.1K 0.01% -7 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,177 shares; 2021Q4: 1,313 shares; 2022Q1: 1,321 shares; 2022Q2: 1,327 shares; 2022Q3: 1,668 shares; 2022Q4: 1,347 shares; 2023Q1: 1,361 shares 1,361 $51.9K 0.01% +14 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 721 shares 721 $51.8K 0.01% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,503 shares 2,503 $51.5K 0.01% new FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,779 shares; 2022Q1: 2,779 shares; 2022Q2: 2,779 shares; 2022Q3: 2,779 shares; 2022Q4: 2,779 shares; 2023Q1: 2,779 shares 2,779 $51.4K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,183 shares; 2021Q4: 1,183 shares; 2022Q1: 683 shares; 2022Q2: 1,133 shares; 2022Q3: 1,121 shares; 2022Q4: 1,113 shares; 2023Q1: 1,113 shares 1,113 $50.9K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 720 shares; 2021Q4: 858 shares; 2022Q1: 704 shares; 2022Q2: 704 shares; 2022Q3: 698 shares; 2022Q4: 698 shares; 2023Q1: 841 shares 841 $50.7K 0.01% +143 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 69 shares; 2021Q4: 69 shares; 2022Q1: 69 shares; 2022Q2: 69 shares; 2022Q3: 48 shares; 2022Q4: 823 shares; 2023Q1: 823 shares 823 $50.5K 0.01% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,158 shares; 2021Q4: 1,158 shares; 2022Q1: 1,158 shares; 2022Q2: 1,158 shares; 2022Q3: 1,158 shares; 2022Q4: 1,158 shares; 2023Q1: 1,158 shares 1,158 $50.3K 0.01% 0 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: restricted; 2021Q3: 1,760 shares; 2021Q4: 903 shares; 2022Q1: 903 shares; 2022Q2: 903 shares; 2022Q3: 903 shares; 2022Q4: 1,002 shares; 2023Q1: 833 shares 833 $49.6K 0.01% -169 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: restricted; 2021Q3: 254 shares; 2021Q4: 218 shares; 2022Q1: 214 shares; 2022Q2: 210 shares; 2022Q3: 212 shares; 2022Q4: 213 shares; 2023Q1: 213 shares 213 $49.5K 0.01% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: not reported; 2022Q2: 2 shares; 2022Q3: 14 shares; 2022Q4: 281 shares; 2023Q1: 310 shares 310 $49.1K 0.01% +29 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 123 shares; 2021Q4: 129 shares; 2022Q1: 637 shares; 2022Q2: 681 shares; 2022Q3: 198 shares; 2022Q4: 209 shares; 2023Q1: 498 shares 498 $48.8K 0.01% +289 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: not reported; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $48.7K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 514 shares 514 $46.5K <0.01% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 317 shares; 2021Q4: 317 shares; 2022Q1: 317 shares; 2022Q2: 317 shares; 2022Q3: 318 shares; 2022Q4: 25 shares; 2023Q1: 208 shares 208 $46K <0.01% +183 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: restricted; 2021Q3: 71 shares; 2021Q4: 21 shares; 2022Q1: 21 shares; 2022Q2: 21 shares; 2022Q3: 22 shares; 2022Q4: 419 shares; 2023Q1: 628 shares 628 $45.9K <0.01% +209 Timeline SEAGEN INC SEAGEN INC More: the full row for SEAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 275 shares; 2021Q4: 76 shares; 2022Q1: 271 shares; 2022Q2: 271 shares; 2022Q3: 223 shares; 2022Q4: 222 shares; 2023Q1: 225 shares 225 $45.6K <0.01% +3 Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,099 shares; 2021Q4: 2,811 shares; 2022Q1: 2,811 shares; 2022Q2: 2,811 shares; 2022Q3: 2,983 shares; 2022Q4: 3,004 shares; 2023Q1: 2,983 shares 2,983 $44.7K <0.01% -21 IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,705 shares; 2021Q4: 1,325 shares; 2022Q1: 625 shares; 2022Q2: 625 shares; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares 625 $44.7K <0.01% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 998 shares; 2021Q4: 836 shares; 2022Q1: 533 shares; 2022Q2: 533 shares; 2022Q3: 533 shares; 2022Q4: 533 shares; 2023Q1: 533 shares 533 $44.3K <0.01% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 86 shares; 2021Q4: 86 shares; 2022Q1: 91 shares; 2022Q2: 91 shares; 2022Q3: 91 shares; 2022Q4: 90 shares; 2023Q1: 65 shares 65 $44.2K <0.01% -25 Timeline VONG 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: restricted; 2021Q3: not reported; 2021Q4: 601 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 700 shares; 2023Q1: 700 shares 700 $44K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 702 shares; 2021Q4: 702 shares; 2022Q1: 702 shares; 2022Q2: 702 shares; 2022Q3: 702 shares; 2022Q4: 702 shares; 2023Q1: 702 shares 702 $43.8K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13 shares; 2023Q1: 1,812 shares 1,812 $43.6K <0.01% +1,799 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 555 shares; 2021Q4: 555 shares; 2022Q1: 555 shares; 2022Q2: 555 shares; 2022Q3: 545 shares; 2022Q4: 545 shares; 2023Q1: 545 shares 545 $43.4K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $43.1K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 784 shares; 2021Q4: 785 shares; 2022Q1: 785 shares; 2022Q2: 786 shares; 2022Q3: 586 shares; 2022Q4: 1,025 shares; 2023Q1: 1,125 shares 1,125 $42.3K <0.01% +100 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,664 shares; 2022Q3: 7,160 shares; 2022Q4: 3,424 shares; 2023Q1: 2,760 shares 2,760 $41.7K <0.01% -664 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,199 shares; 2021Q4: 899 shares; 2022Q1: 899 shares; 2022Q2: 899 shares; 2022Q3: 900 shares; 2022Q4: 758 shares; 2023Q1: 615 shares 615 $41.6K <0.01% -143 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 578 shares; 2021Q4: 578 shares; 2022Q1: 328 shares; 2022Q2: 556 shares; 2022Q3: 432 shares; 2022Q4: 436 shares; 2023Q1: 490 shares 490 $41.4K <0.01% +54 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: restricted; 2021Q3: 84 shares; 2021Q4: 84 shares; 2022Q1: 84 shares; 2022Q2: 84 shares; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 104 shares 104 $41.2K <0.01% -1 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,025 shares; 2021Q4: 1,078 shares; 2022Q1: 1,090 shares; 2022Q2: 1,105 shares; 2022Q3: 929 shares; 2022Q4: 945 shares; 2023Q1: 1,165 shares 1,165 $40.9K <0.01% +220 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 439 shares 439 $40.7K <0.01% new Timeline TBF PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,057 shares; 2021Q4: 1,907 shares; 2022Q1: 1,907 shares; 2022Q2: 1,907 shares; 2022Q3: 2,361 shares; 2022Q4: 1,893 shares; 2023Q1: 1,893 shares 1,893 $40K <0.01% 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: restricted; 2021Q3: 643 shares; 2021Q4: 1,654 shares; 2022Q1: 628 shares; 2022Q2: 628 shares; 2022Q3: 432 shares; 2022Q4: 432 shares; 2023Q1: 432 shares 432 $39.7K <0.01% 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: restricted; 2021Q3: 34 shares; 2021Q4: 1,744 shares; 2022Q1: 1,312 shares; 2022Q2: 1,312 shares; 2022Q3: 1,312 shares; 2022Q4: 1,312 shares; 2023Q1: 1,312 shares 1,312 $39.5K <0.01% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 544 shares; 2022Q2: 544 shares; 2022Q3: 544 shares; 2022Q4: 544 shares; 2023Q1: 687 shares 687 $39.5K <0.01% +143 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: restricted; 2021Q3: 1,113 shares; 2021Q4: 1,117 shares; 2022Q1: 1,122 shares; 2022Q2: 1,128 shares; 2022Q3: 1,135 shares; 2022Q4: 1,142 shares; 2023Q1: 1,148 shares 1,148 $38.8K <0.01% +6 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 190 shares; 2021Q4: 190 shares; 2022Q1: 275 shares; 2022Q2: 262 shares; 2022Q3: 267 shares; 2022Q4: 265 shares; 2023Q1: 336 shares 336 $38.5K <0.01% +71 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares; 2022Q2: 75 shares; 2022Q3: 28 shares; 2022Q4: 28 shares; 2023Q1: 355 shares 355 $38.2K <0.01% +327 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 116 shares; 2021Q4: 141 shares; 2022Q1: 116 shares; 2022Q2: 116 shares; 2022Q3: 116 shares; 2022Q4: 116 shares; 2023Q1: 116 shares 116 $37.8K <0.01% 0 Timeline LIVENT CORP LIVENT CORP More: the full row for LIVENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,738 shares 1,738 $37.8K <0.01% new GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 670 shares; 2021Q4: 671 shares; 2022Q1: 529 shares; 2022Q2: 529 shares; 2022Q3: 310 shares; 2022Q4: 310 shares; 2023Q1: 440 shares 440 $36.5K <0.01% +130 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,405 shares; 2021Q4: 2,405 shares; 2022Q1: 2,405 shares; 2022Q2: 2,405 shares; 2022Q3: 976 shares; 2022Q4: 1,726 shares; 2023Q1: 1,726 shares 1,726 $36.4K <0.01% 0 AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,001 shares; 2021Q4: 2,058 shares; 2022Q1: 2,058 shares; 2022Q2: 2,058 shares; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 5,000 shares 5,000 $36K <0.01% +1,000 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 166 shares; 2021Q4: 166 shares; 2022Q1: 166 shares; 2022Q2: 166 shares; 2022Q3: 166 shares; 2022Q4: 185 shares; 2023Q1: 166 shares 166 $35.9K <0.01% -19 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 404 shares; 2021Q4: 432 shares; 2022Q1: 404 shares; 2022Q2: 408 shares; 2022Q3: 404 shares; 2022Q4: 404 shares; 2023Q1: 404 shares 404 $35.7K <0.01% 0 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $35.2K <0.01% 0 Timeline ALE ALLETE INC More: the full row for ALLETE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 543 shares; 2021Q4: 543 shares; 2022Q1: 543 shares; 2022Q2: 543 shares; 2022Q3: 944 shares; 2022Q4: 543 shares; 2023Q1: 543 shares 543 $35K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,648 shares; 2021Q4: 5,650 shares; 2022Q1: 5,651 shares; 2022Q2: 5,657 shares; 2022Q3: 826 shares; 2022Q4: 863 shares; 2023Q1: 363 shares 363 $34.9K <0.01% -500 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 428 shares; 2021Q4: 428 shares; 2022Q1: 428 shares; 2022Q2: 431 shares; 2022Q3: 431 shares; 2022Q4: 428 shares; 2023Q1: 428 shares 428 $34.5K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 447 shares; 2021Q4: 449 shares; 2022Q1: 450 shares; 2022Q2: 452 shares; 2022Q3: 453 shares; 2022Q4: 454 shares; 2023Q1: 455 shares 455 $34.4K <0.01% +1 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: restricted; 2021Q3: 461 shares; 2021Q4: 471 shares; 2022Q1: 503 shares; 2022Q2: 553 shares; 2022Q3: 565 shares; 2022Q4: 561 shares; 2023Q1: 561 shares 561 $34.2K <0.01% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,211 shares; 2021Q4: 1,211 shares; 2022Q1: 1,211 shares; 2022Q2: 7,721 shares; 2022Q3: 7,721 shares; 2022Q4: 4,721 shares; 2023Q1: 1,000 shares 1,000 $34.1K <0.01% -3,721 Timeline AMLIF AMERICAN LITHIUM CORP COM NEW More: the full row for AMERICAN LITHIUM CORP COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 14,729 shares 14,729 $34K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 33 shares; 2021Q4: 33 shares; 2022Q1: 33 shares; 2022Q2: 33 shares; 2022Q3: 37 shares; 2022Q4: 37 shares; 2023Q1: 340 shares 340 $33.7K <0.01% +303 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 697 shares; 2021Q4: 697 shares; 2022Q1: 697 shares; 2022Q2: 697 shares; 2022Q3: 643 shares; 2022Q4: 638 shares; 2023Q1: 638 shares 638 $33.4K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,125 shares; 2021Q4: 1,125 shares; 2022Q1: 1,126 shares; 2022Q2: 1,131 shares; 2022Q3: 1,126 shares; 2022Q4: 1,174 shares; 2023Q1: 1,124 shares 1,124 $33K <0.01% -50 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 141 shares; 2021Q4: 958 shares; 2022Q1: 449 shares; 2022Q2: 441 shares; 2022Q3: 441 shares; 2022Q4: 456 shares; 2023Q1: 658 shares 658 $32.9K <0.01% +202 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 685 shares; 2021Q4: 685 shares; 2022Q1: 685 shares; 2022Q2: 685 shares; 2022Q3: 685 shares; 2022Q4: 685 shares; 2023Q1: 685 shares 685 $32.8K <0.01% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 68 shares; 2021Q4: 73 shares; 2022Q1: 69 shares; 2022Q2: 68 shares; 2022Q3: 68 shares; 2022Q4: 70 shares; 2023Q1: 70 shares 70 $32.5K <0.01% 0 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: restricted; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 3 shares; 2022Q2: 410 shares; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 413 shares 413 $32.4K <0.01% +3 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 125 shares; 2023Q1: 125 shares 125 $32.3K <0.01% 0 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: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 964 shares; 2022Q2: 964 shares; 2022Q3: 964 shares; 2022Q4: 964 shares; 2023Q1: 964 shares 964 $32.1K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 842 shares; 2021Q4: 842 shares; 2022Q1: 842 shares; 2022Q2: 826 shares; 2022Q3: 676 shares; 2022Q4: 451 shares; 2023Q1: 451 shares 451 $31.3K <0.01% 0 Timeline USTB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 632 shares 632 $31K <0.01% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 120 shares; 2021Q4: 120 shares; 2022Q1: 120 shares; 2022Q2: 121 shares; 2022Q3: 55 shares; 2022Q4: 50 shares; 2023Q1: 281 shares 281 $30.8K <0.01% +231 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19 shares; 2021Q4: 19 shares; 2022Q1: 19 shares; 2022Q2: 19 shares; 2022Q3: 19 shares; 2022Q4: 19 shares; 2023Q1: 43 shares 43 $30.2K <0.01% +24 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1 shares; 2022Q4: 2 shares; 2023Q1: 100 shares 100 $30.2K <0.01% +98 Timeline BRSP BRIGHTSPIRE CAPITAL INC More: the full row for BRIGHTSPIRE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,394 shares; 2021Q4: 5,094 shares; 2022Q1: 5,094 shares; 2022Q2: 5,094 shares; 2022Q3: 5,094 shares; 2022Q4: 5,094 shares; 2023Q1: 5,094 shares 5,094 $30.1K <0.01% 0 Timeline EFZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,140 shares; 2022Q1: 1,140 shares; 2022Q2: 1,140 shares; 2022Q3: 1,625 shares; 2022Q4: 1,687 shares; 2023Q1: 1,625 shares 1,625 $29.9K <0.01% -62 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 198 shares; 2021Q4: 290 shares; 2022Q1: 198 shares; 2022Q2: 198 shares; 2022Q3: 187 shares; 2022Q4: 186 shares; 2023Q1: 186 shares 186 $29.8K <0.01% 0 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: restricted; 2021Q3: 105 shares; 2021Q4: 101 shares; 2022Q1: 102 shares; 2022Q2: 203 shares; 2022Q3: 205 shares; 2022Q4: 215 shares; 2023Q1: 215 shares 215 $29.5K <0.01% 0 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 10 shares; 2021Q4: 10 shares; 2022Q1: 10 shares; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 204 shares 204 $29.5K <0.01% +194 Timeline CVBF CVB FINL CORP More: the full row for CVB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 350 shares; 2022Q2: 640 shares; 2022Q3: 640 shares; 2022Q4: 640 shares; 2023Q1: 1,765 shares 1,765 $29.4K <0.01% +1,125 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: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,607 shares; 2022Q3: 1,607 shares; 2022Q4: 1,607 shares; 2023Q1: 1,607 shares 1,607 $29.4K <0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $29.3K <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: restricted; 2021Q3: 3,164 shares; 2021Q4: 3,164 shares; 2022Q1: 2,351 shares; 2022Q2: 2,351 shares; 2022Q3: 1,804 shares; 2022Q4: 742 shares; 2023Q1: 742 shares 742 $29.3K <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: restricted; 2021Q3: 277 shares; 2021Q4: 560 shares; 2022Q1: 277 shares; 2022Q2: 277 shares; 2022Q3: 277 shares; 2022Q4: 277 shares; 2023Q1: 277 shares 277 $28.5K <0.01% 0 Timeline DJT TRUMP MEDIA & TECHNOLOGY GRO More: the full row for TRUMP MEDIA & TECHNOLOGY GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 67 shares; 2022Q1: 67 shares; 2022Q2: 2,067 shares; 2022Q3: 4,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares 2,000 $28.1K <0.01% 0 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 406 shares; 2021Q4: 406 shares; 2022Q1: 406 shares; 2022Q2: 609 shares; 2022Q3: 609 shares; 2022Q4: 609 shares; 2023Q1: 609 shares 609 $28.1K <0.01% 0 MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,500 shares; 2022Q1: 3,500 shares; 2022Q2: 3,500 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares 5,000 $27.9K <0.01% 0 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13,000 shares 13,000 $27.9K <0.01% new GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 780 shares; 2022Q4: 780 shares; 2023Q1: 780 shares 780 $27.8K <0.01% 0 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 567 shares 567 $27.6K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 426 shares; 2021Q4: 430 shares; 2022Q1: 429 shares; 2022Q2: 437 shares; 2022Q3: 442 shares; 2022Q4: 446 shares; 2023Q1: 446 shares 446 $27.5K <0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 720 shares 720 $27.4K <0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 192 shares; 2021Q4: 265 shares; 2022Q1: 192 shares; 2022Q2: 192 shares; 2022Q3: 170 shares; 2022Q4: 170 shares; 2023Q1: 212 shares 212 $27K <0.01% +42 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 117 shares; 2023Q1: 254 shares 254 $27K <0.01% +137 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 500 shares; 2022Q2: 504 shares; 2022Q3: 500 shares; 2022Q4: 512 shares; 2023Q1: 512 shares 512 $26.9K <0.01% 0 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: restricted; 2021Q3: 1,006 shares; 2021Q4: 1,006 shares; 2022Q1: 1,006 shares; 2022Q2: 1,002 shares; 2022Q3: 995 shares; 2022Q4: 551 shares; 2023Q1: 439 shares 439 $26.7K <0.01% -112 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 223 shares; 2021Q4: 486 shares; 2022Q1: 486 shares; 2022Q2: 487 shares; 2022Q3: 487 shares; 2022Q4: 485 shares; 2023Q1: 485 shares 485 $26.7K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 139 shares; 2021Q4: 353 shares; 2022Q1: 139 shares; 2022Q2: 139 shares; 2022Q3: 45 shares; 2022Q4: 73 shares; 2023Q1: 633 shares 633 $26.5K <0.01% +560 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 213 shares; 2021Q4: 213 shares; 2022Q1: 213 shares; 2022Q2: 213 shares; 2022Q3: 204 shares; 2022Q4: 199 shares; 2023Q1: 199 shares 199 $26.4K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 47 shares; 2021Q4: 105 shares; 2022Q1: 100 shares; 2022Q2: 103 shares; 2022Q3: 108 shares; 2022Q4: 67 shares; 2023Q1: 170 shares 170 $26.2K <0.01% +103 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: restricted; 2021Q3: 196 shares; 2021Q4: 202 shares; 2022Q1: 192 shares; 2022Q2: 192 shares; 2022Q3: 122 shares; 2022Q4: 149 shares; 2023Q1: 714 shares 714 $26.2K <0.01% +565 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 793 shares; 2021Q4: 843 shares; 2022Q1: 843 shares; 2022Q2: 943 shares; 2022Q3: 943 shares; 2022Q4: 1,027 shares; 2023Q1: 747 shares 747 $26.1K <0.01% -280 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 222 shares 222 $26.1K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 136 shares; 2021Q4: 129 shares; 2022Q1: 1,059 shares; 2022Q2: 1,025 shares; 2022Q3: 1,032 shares; 2022Q4: 1,025 shares; 2023Q1: 1,060 shares 1,060 $26K <0.01% +35 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 191 shares; 2022Q1: 186 shares; 2022Q2: 182 shares; 2022Q3: 182 shares; 2022Q4: 115 shares; 2023Q1: 338 shares 338 $26K <0.01% +223 SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,201 shares; 2021Q4: 510 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares 2,000 $25.9K <0.01% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 285 shares; 2021Q4: 287 shares; 2022Q1: 289 shares; 2022Q2: 291 shares; 2022Q3: 271 shares; 2022Q4: 256 shares; 2023Q1: 742 shares 742 $25.8K <0.01% +486 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 194 shares; 2021Q4: 191 shares; 2022Q1: 179 shares; 2022Q2: 179 shares; 2022Q3: 170 shares; 2022Q4: 170 shares; 2023Q1: 170 shares 170 $25.6K <0.01% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 53 shares; 2022Q2: 53 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 403 shares 403 $25.6K <0.01% new Timeline TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 10,015 shares; 2021Q4: 10,015 shares; 2022Q1: 10,015 shares; 2022Q2: 10,015 shares; 2022Q3: 10,015 shares; 2022Q4: 10,015 shares; 2023Q1: 10,015 shares 10,015 $25.3K <0.01% 0 CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 226 shares; 2021Q4: 227 shares; 2022Q1: 201 shares; 2022Q2: 203 shares; 2022Q3: 194 shares; 2022Q4: 188 shares; 2023Q1: 188 shares 188 $25.2K <0.01% 0 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,006 shares; 2021Q4: 10,006 shares; 2022Q1: 8,006 shares; 2022Q2: 8,006 shares; 2022Q3: 8,014 shares; 2022Q4: 8,014 shares; 2023Q1: 4,017 shares 4,017 $24.9K <0.01% -3,997 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 352 shares; 2021Q4: 352 shares; 2022Q1: 352 shares; 2022Q2: 352 shares; 2022Q3: 352 shares; 2022Q4: 352 shares; 2023Q1: 352 shares 352 $24.9K <0.01% 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: restricted; 2021Q3: 126 shares; 2021Q4: 63 shares; 2022Q1: 63 shares; 2022Q2: 63 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 329 shares 329 $24.9K <0.01% new Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 416 shares; 2021Q4: 416 shares; 2022Q1: 416 shares; 2022Q2: 416 shares; 2022Q3: 416 shares; 2022Q4: 416 shares; 2023Q1: 416 shares 416 $24.7K <0.01% 0 Timeline IYLD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,279 shares; 2021Q4: 1,279 shares; 2022Q1: 1,279 shares; 2022Q2: 1,279 shares; 2022Q3: 1,279 shares; 2022Q4: 1,279 shares; 2023Q1: 1,279 shares 1,279 $24.6K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 255 shares; 2023Q1: 328 shares 328 $24.5K <0.01% +73 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 156 shares; 2021Q4: 156 shares; 2022Q1: 156 shares; 2022Q2: 156 shares; 2022Q3: 148 shares; 2022Q4: 66 shares; 2023Q1: 67 shares 67 $24.4K <0.01% +1 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 505 shares; 2021Q4: 594 shares; 2022Q1: 594 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 5 shares; 2023Q1: 504 shares 504 $24.3K <0.01% +499 Timeline CSB VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 597 shares; 2022Q4: 597 shares; 2023Q1: 465 shares 465 $24.1K <0.01% -132 Timeline