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Berman Capital Advisors, LLC

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13F filer, CIK 1720336, ATLANTA, GA

Berman Capital Advisors, LLC reported $478,548,000 across 1,937 holdings for the quarter ended 2021-03-31, in a 13F-HR filed 2021-05-11. Its ten largest share positions make up 55.32% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000909012-21-000076

Period
2021-03-31
Reported value
$479M
Holdings
1,937
Top 10 weight
55.32%
New
163
Sold out
69

Largest buys vs the previous quarter

SecurityShares changeApprox. value
VVadded+86,572$16M
IEFAadded+87,302$6.29M
AAPLadded+33,680$4.11M
AMZNadded+879$2.72M
QUALadded+14,312$1.74M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
SPYreduced-16,472-$6.53M
BNDreduced-34,645-$2.93M
SFNCexited-96,299-$2.08M
VEAreduced-40,740-$2M
IWFreduced-6,032-$1.47M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2021

Share positions as resolved from 13F-HR 0000909012-21-000076, largest first. % of portfolio is the value over $478,548,000, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
VVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 122,907 shares; 2020Q1: 276,188 shares; 2020Q2: 325,583 shares; 2020Q3: 334,881 shares; 2020Q4: 386,221 shares; 2021Q1: 472,793 shares 472,793$87.6M18.31%+86,572Timeline
IEFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 610,194 shares; 2020Q1: 713,672 shares; 2020Q2: 726,290 shares; 2020Q3: 665,354 shares; 2020Q4: 712,482 shares; 2021Q1: 799,784 shares 799,784$57.6M12.04%+87,302Timeline
VOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 109,448 shares; 2020Q1: 121,069 shares; 2020Q2: 110,663 shares; 2020Q3: 112,179 shares; 2020Q4: 104,909 shares; 2021Q1: 111,210 shares 111,210$24.6M5.14%+6,301Timeline
QUALISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 126,932 shares; 2020Q1: 140,188 shares; 2020Q2: 157,871 shares; 2020Q3: 163,240 shares; 2020Q4: 173,954 shares; 2021Q1: 188,266 shares 188,266$22.9M4.79%+14,312Timeline
IWFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 93,908 shares; 2020Q1: 98,272 shares; 2020Q2: 96,406 shares; 2020Q3: 95,898 shares; 2020Q4: 96,294 shares; 2021Q1: 90,262 shares 90,262$21.9M4.58%-6,032Timeline
SPYSTATE STR SPDR S&P 500 ETF TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17,095 shares; 2020Q1: 31,805 shares; 2020Q2: 46,839 shares; 2020Q3: 44,085 shares; 2020Q4: 45,002 shares; 2021Q1: 28,530 shares 28,530$11.3M2.36%-16,472Timeline
VXUSVANGUARD STAR FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 377,424 shares; 2020Q1: 350,052 shares; 2020Q2: 224,815 shares; 2020Q3: 175,000 shares; 2020Q4: 171,402 shares; 2021Q1: 174,509 shares 174,509$10.9M2.29%+3,107Timeline
AAPLAPPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,575 shares; 2020Q1: 21,379 shares; 2020Q2: 15,207 shares; 2020Q3: 62,311 shares; 2020Q4: 50,764 shares; 2021Q1: 84,444 shares 84,444$10.3M2.16%+33,680Timeline
VTIVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,075 shares; 2020Q1: 43,203 shares; 2020Q2: 42,480 shares; 2020Q3: 41,779 shares; 2020Q4: 43,589 shares; 2021Q1: 42,264 shares 42,264$8.73M1.83%-1,325Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,120 shares; 2020Q1: 1,397 shares; 2020Q2: 1,643 shares; 2020Q3: 1,437 shares; 2020Q4: 1,944 shares; 2021Q1: 2,823 shares 2,823$8.73M1.82%+879Timeline
VTVVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 88,865 shares; 2020Q1: 85,304 shares; 2020Q2: 65,622 shares; 2020Q3: 62,126 shares; 2020Q4: 64,050 shares; 2021Q1: 62,322 shares 62,322$8.19M1.71%-1,728Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,909 shares; 2020Q1: 18,501 shares; 2020Q2: 23,826 shares; 2020Q3: 22,973 shares; 2020Q4: 25,263 shares; 2021Q1: 29,177 shares 29,177$6.88M1.44%+3,914Timeline
BNDVANGUARD BD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 211,483 shares; 2020Q1: 220,364 shares; 2020Q2: 342,521 shares; 2020Q3: 117,738 shares; 2020Q4: 100,255 shares; 2021Q1: 65,610 shares 65,610$5.56M1.16%-34,645Timeline
VWOVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18,793 shares; 2020Q1: 104,164 shares; 2020Q2: 84,778 shares; 2020Q3: 88,862 shares; 2020Q4: 89,457 shares; 2021Q1: 91,032 shares 91,032$4.74M0.99%+1,575Timeline
IJHISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 23,735 shares; 2020Q1: 23,801 shares; 2020Q2: 19,058 shares; 2020Q3: 19,085 shares; 2020Q4: 18,081 shares; 2021Q1: 17,589 shares 17,589$4.58M0.96%-492Timeline
VEUVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 107,610 shares; 2020Q1: 99,526 shares; 2020Q2: 57,470 shares; 2020Q3: 57,774 shares; 2020Q4: 58,198 shares; 2021Q1: 70,808 shares 70,808$4.3M0.9%+12,610Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,288 shares; 2020Q1: 11,841 shares; 2020Q2: 10,135 shares; 2020Q3: 17,752 shares; 2020Q4: 17,795 shares; 2021Q1: 16,100 shares 16,100$4.11M0.86%-1,695Timeline
VTVANGUARD INTL EQUITY INDEX FQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 34,898 shares; 2020Q1: 34,117 shares; 2020Q2: 21,521 shares; 2020Q3: 24,718 shares; 2020Q4: 24,575 shares; 2021Q1: 33,321 shares 33,321$3.24M0.68%+8,746Timeline
VIGVANGUARD SPECIALIZED FUNDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,146 shares; 2020Q1: 22,347 shares; 2020Q2: 22,433 shares; 2020Q3: 21,497 shares; 2020Q4: 21,654 shares; 2021Q1: 21,960 shares 21,960$3.23M0.67%+306Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 789 shares; 2020Q1: 1,056 shares; 2020Q2: 1,282 shares; 2020Q3: 1,170 shares; 2020Q4: 1,353 shares; 2021Q1: 1,531 shares 1,531$3.16M0.66%+178Timeline
HDHOME DEPOT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,767 shares; 2020Q1: 3,234 shares; 2020Q2: 3,615 shares; 2020Q3: 9,286 shares; 2020Q4: 9,543 shares; 2021Q1: 10,108 shares 10,108$3.08M0.64%+565Timeline
IEMGISHARES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 157,962 shares; 2020Q1: 200,278 shares; 2020Q2: 127,297 shares; 2020Q3: 63,814 shares; 2020Q4: 48,780 shares; 2021Q1: 46,882 shares 46,882$3.02M0.63%-1,898Timeline
QQQINVESCO QQQ TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,318 shares; 2020Q1: 4,101 shares; 2020Q2: 6,380 shares; 2020Q3: 6,364 shares; 2020Q4: 8,595 shares; 2021Q1: 8,980 shares 8,980$2.87M0.6%+385Timeline
IVVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,872 shares; 2020Q1: 3,894 shares; 2020Q2: 5,507 shares; 2020Q3: 5,364 shares; 2020Q4: 5,515 shares; 2021Q1: 6,689 shares 6,689$2.66M0.56%+1,174Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,307 shares; 2020Q1: 6,012 shares; 2020Q2: 6,931 shares; 2020Q3: 6,437 shares; 2020Q4: 6,889 shares; 2021Q1: 8,085 shares 8,085$2.38M0.5%+1,196Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 371 shares; 2020Q1: 387 shares; 2020Q2: 410 shares; 2020Q3: 2,141 shares; 2020Q4: 2,358 shares; 2021Q1: 3,347 shares 3,347$2.23M0.47%+989Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,322 shares; 2020Q1: 6,717 shares; 2020Q2: 6,061 shares; 2020Q3: 7,444 shares; 2020Q4: 6,653 shares; 2021Q1: 5,974 shares 5,974$2.13M0.44%-679Timeline
DISDISNEY WALT COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,556 shares; 2020Q1: 6,221 shares; 2020Q2: 6,252 shares; 2020Q3: 6,080 shares; 2020Q4: 7,640 shares; 2021Q1: 11,276 shares 11,276$2.08M0.43%+3,636Timeline
XRSFXRIVERNORTH CAP AND INCM FD IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 162,861 shares; 2020Q1: 150,378 shares; 2020Q2: 140,518 shares; 2020Q3: 131,356 shares; 2020Q4: 123,336 shares; 2021Q1: 115,763 shares 115,763$2.07M0.43%-7,573Timeline
JNJJOHNSON & JOHNSONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,855 shares; 2020Q1: 9,027 shares; 2020Q2: 9,010 shares; 2020Q3: 9,769 shares; 2020Q4: 11,018 shares; 2021Q1: 11,623 shares 11,623$1.91M0.4%+605Timeline
BACBANK OF AMER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45,058 shares; 2020Q1: 39,417 shares; 2020Q2: 45,179 shares; 2020Q3: 43,787 shares; 2020Q4: 43,117 shares; 2021Q1: 48,577 shares 48,577$1.88M0.39%+5,460Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,537 shares; 2020Q1: 4,789 shares; 2020Q2: 5,657 shares; 2020Q3: 4,774 shares; 2020Q4: 8,414 shares; 2021Q1: 8,759 shares 8,759$1.85M0.39%+345Timeline
JPMJPMORGAN CHASE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,126 shares; 2020Q1: 11,771 shares; 2020Q2: 12,850 shares; 2020Q3: 8,941 shares; 2020Q4: 11,030 shares; 2021Q1: 11,951 shares 11,951$1.82M0.38%+921Timeline
MUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 15,077 shares; 2020Q2: 15,165 shares; 2020Q3: 15,243 shares; 2020Q4: 15,345 shares; 2021Q1: 15,395 shares 15,395$1.79M0.37%+50Timeline
LAMRLAMAR ADVERTISING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71 shares; 2020Q1: 15,071 shares; 2020Q2: 15,197 shares; 2020Q3: 15,197 shares; 2020Q4: 17,630 shares; 2021Q1: 17,630 shares 17,630$1.66M0.35%0Timeline
PGPROCTER & GAMBLE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,188 shares; 2020Q1: 8,248 shares; 2020Q2: 9,059 shares; 2020Q3: 9,959 shares; 2020Q4: 9,615 shares; 2021Q1: 12,130 shares 12,130$1.64M0.34%+2,515Timeline
GLDSPDR GOLD TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 159 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 667 shares; 2021Q1: 10,177 shares 10,177$1.63M0.34%+9,510Timeline
PTONPELOTON INTERACTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 729 shares; 2020Q2: 729 shares; 2020Q3: 3,829 shares; 2020Q4: 4,462 shares; 2021Q1: 14,219 shares 14,219$1.6M0.33%+9,757Timeline
EFAISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,062 shares; 2020Q1: 23,960 shares; 2020Q2: 23,722 shares; 2020Q3: 23,013 shares; 2020Q4: 21,503 shares; 2021Q1: 20,738 shares 20,738$1.57M0.33%-765Timeline
MEARISHARES U S ETF TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 39,716 shares; 2020Q3: 31,202 shares; 2020Q4: 31,108 shares; 2021Q1: 30,833 shares 30,833$1.55M0.32%-275Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 875 shares; 2020Q1: 1,511 shares; 2020Q2: 2,055 shares; 2020Q3: 1,976 shares; 2020Q4: 3,682 shares; 2021Q1: 4,059 shares 4,059$1.51M0.32%+377Timeline
IWPISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,107 shares; 2020Q1: 6,640 shares; 2020Q2: 6,649 shares; 2020Q3: 6,646 shares; 2020Q4: 13,704 shares; 2021Q1: 14,338 shares 14,338$1.46M0.31%+634Timeline
VEAVANGUARD TAX-MANAGED FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 108,527 shares; 2020Q2: 66,805 shares; 2020Q3: 66,479 shares; 2020Q4: 70,131 shares; 2021Q1: 29,391 shares 29,391$1.44M0.3%-40,740Timeline
SHMSPDR SERIES TRUSTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,029 shares; 2020Q1: 1,029 shares; 2020Q2: 62,295 shares; 2020Q3: 42,516 shares; 2020Q4: 30,273 shares; 2021Q1: 28,914 shares 28,914$1.43M0.3%-1,359Timeline
ACWXISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 31,480 shares; 2020Q1: 31,479 shares; 2020Q2: 25,459 shares; 2020Q3: 25,459 shares; 2020Q4: 25,599 shares; 2021Q1: 25,599 shares 25,599$1.41M0.3%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 557 shares; 2020Q1: 748 shares; 2020Q2: 823 shares; 2020Q3: 501 shares; 2020Q4: 541 shares; 2021Q1: 677 shares 677$1.4M0.29%+136Timeline
SUBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 19,927 shares; 2020Q3: 13,201 shares; 2020Q4: 13,173 shares; 2021Q1: 12,942 shares 12,942$1.4M0.29%-231Timeline
IUSGISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,860 shares; 2020Q1: 14,878 shares; 2020Q2: 14,893 shares; 2020Q3: 14,909 shares; 2020Q4: 14,924 shares; 2021Q1: 14,934 shares 14,934$1.35M0.28%+10Timeline
IWRISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,348 shares; 2020Q1: 29,170 shares; 2020Q2: 28,777 shares; 2020Q3: 28,599 shares; 2020Q4: 18,192 shares; 2021Q1: 18,228 shares 18,228$1.35M0.28%+36Timeline
TPLTEXAS PACIFIC LAND CORPORATIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 845 shares; 2021Q1: 846 shares 846$1.34M0.28%+1Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,392 shares; 2020Q1: 3,126 shares; 2020Q2: 3,312 shares; 2020Q3: 2,316 shares; 2020Q4: 2,718 shares; 2021Q1: 2,664 shares 2,664$1.33M0.28%-54Timeline
ADBEADOBE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,256 shares; 2020Q1: 2,589 shares; 2020Q2: 2,806 shares; 2020Q3: 2,363 shares; 2020Q4: 2,550 shares; 2021Q1: 2,728 shares 2,728$1.29M0.27%+178Timeline
IVWISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,139 shares; 2020Q1: 3,139 shares; 2020Q2: 5,218 shares; 2020Q3: 5,218 shares; 2020Q4: 20,872 shares; 2021Q1: 19,693 shares 19,693$1.28M0.27%-1,179Timeline
PYPLPAYPAL HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,420 shares; 2020Q1: 2,578 shares; 2020Q2: 3,241 shares; 2020Q3: 3,253 shares; 2020Q4: 3,348 shares; 2021Q1: 4,910 shares 4,910$1.19M0.25%+1,562Timeline
BXBLACKSTONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,022 shares; 2020Q1: 14,191 shares; 2020Q2: 15,088 shares; 2020Q3: 16,861 shares; 2020Q4: 17,484 shares; 2021Q1: 15,809 shares 15,809$1.18M0.25%-1,675Timeline
IWMISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,308 shares; 2020Q1: 14,311 shares; 2020Q2: 10,662 shares; 2020Q3: 10,244 shares; 2020Q4: 6,031 shares; 2021Q1: 5,189 shares 5,189$1.15M0.24%-842Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,158 shares; 2020Q1: 14,563 shares; 2020Q2: 15,215 shares; 2020Q3: 17,688 shares; 2020Q4: 16,100 shares; 2021Q1: 21,734 shares 21,734$1.14M0.24%+5,634Timeline
PFEPFIZER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,037 shares; 2020Q1: 25,958 shares; 2020Q2: 22,184 shares; 2020Q3: 25,374 shares; 2020Q4: 27,014 shares; 2021Q1: 29,187 shares 29,187$1.06M0.22%+2,173Timeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 589 shares; 2020Q1: 1,040 shares; 2020Q2: 1,241 shares; 2020Q3: 1,288 shares; 2020Q4: 1,436 shares; 2021Q1: 1,840 shares 1,840$982K0.21%+404Timeline
VUGVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,365 shares; 2020Q1: 20,953 shares; 2020Q2: 36,344 shares; 2020Q3: 4,385 shares; 2020Q4: 5,127 shares; 2021Q1: 3,607 shares 3,607$927K0.19%-1,520Timeline
NFLXNETFLIX INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 820 shares; 2020Q1: 1,099 shares; 2020Q2: 1,153 shares; 2020Q3: 1,174 shares; 2020Q4: 1,273 shares; 2021Q1: 1,721 shares 1,721$897K0.19%+448Timeline
CSCOCISCO SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 16,018 shares; 2020Q1: 15,553 shares; 2020Q2: 16,421 shares; 2020Q3: 14,908 shares; 2020Q4: 13,661 shares; 2021Q1: 16,992 shares 16,992$878K0.18%+3,331Timeline
JEFJEFFERIES FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 29,001 shares; 2020Q1: 29,246 shares; 2020Q2: 28,459 shares; 2020Q3: 28,461 shares; 2020Q4: 28,463 shares; 2021Q1: 28,463 shares 28,463$856K0.18%0Timeline
ABTABBOTT LABORATORIESQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,666 shares; 2020Q1: 3,393 shares; 2020Q2: 4,700 shares; 2020Q3: 5,561 shares; 2020Q4: 5,801 shares; 2021Q1: 6,791 shares 6,791$813K0.17%+990Timeline
MUMICRON TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,225 shares; 2020Q1: 4,006 shares; 2020Q2: 7,101 shares; 2020Q3: 7,867 shares; 2020Q4: 8,446 shares; 2021Q1: 9,120 shares 9,120$803K0.17%+674Timeline
MRKMERCK & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,043 shares; 2020Q1: 11,542 shares; 2020Q2: 8,941 shares; 2020Q3: 8,630 shares; 2020Q4: 8,690 shares; 2021Q1: 9,971 shares 9,971$767K0.16%+1,281Timeline
IWVISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 4,538 shares; 2020Q2: 7,504 shares; 2020Q3: 7,065 shares; 2020Q4: 3,222 shares; 2021Q1: 3,228 shares 3,228$765K0.16%+6Timeline
COSTCOSTCO WHOLESALE CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,661 shares; 2020Q1: 1,783 shares; 2020Q2: 2,026 shares; 2020Q3: 1,816 shares; 2020Q4: 1,852 shares; 2021Q1: 2,105 shares 2,105$741K0.15%+253Timeline
TAT&T INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,452 shares; 2020Q1: 14,281 shares; 2020Q2: 12,731 shares; 2020Q3: 23,332 shares; 2020Q4: 17,976 shares; 2021Q1: 24,050 shares 24,050$727K0.15%+6,074Timeline
FDXFEDEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,513 shares; 2020Q1: 3,149 shares; 2020Q2: 2,487 shares; 2020Q3: 1,823 shares; 2020Q4: 1,901 shares; 2021Q1: 2,454 shares 2,454$696K0.15%+553Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 785 shares; 2020Q1: 1,033 shares; 2020Q2: 1,234 shares; 2020Q3: 1,231 shares; 2020Q4: 1,314 shares; 2021Q1: 1,525 shares 1,525$695K0.15%+211Timeline
HONHONEYWELL INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,085 shares; 2020Q1: 2,780 shares; 2020Q2: 2,749 shares; 2020Q3: 2,890 shares; 2020Q4: 3,215 shares; 2021Q1: 3,187 shares 3,187$691K0.14%-28Timeline
INTCINTEL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 7,580 shares; 2020Q1: 8,131 shares; 2020Q2: 8,744 shares; 2020Q3: 9,110 shares; 2020Q4: 9,296 shares; 2021Q1: 10,765 shares 10,765$688K0.14%+1,469Timeline
GPNGLOBAL PMTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 643 shares; 2020Q1: 717 shares; 2020Q2: 817 shares; 2020Q3: 3,259 shares; 2020Q4: 3,253 shares; 2021Q1: 3,362 shares 3,362$677K0.14%+109Timeline
GMGENERAL MTRS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,836 shares; 2020Q1: 13,278 shares; 2020Q2: 10,299 shares; 2020Q3: 10,712 shares; 2020Q4: 10,893 shares; 2021Q1: 11,806 shares 11,806$677K0.14%+913Timeline
VTEBVANGUARD MUN BD FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,835 shares; 2020Q4: 3,696 shares; 2021Q1: 12,347 shares 12,347$674K0.14%+8,651Timeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,000 shares; 2020Q4: 1,862 shares; 2021Q1: 2,915 shares 2,915$667K0.14%+1,053Timeline
DOCUDOCUSIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,956 shares; 2020Q1: 5,031 shares; 2020Q2: 5,061 shares; 2020Q3: 2,573 shares; 2020Q4: 3,239 shares; 2021Q1: 3,278 shares 3,278$662K0.14%+39Timeline
CMCSACOMCAST CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10,145 shares; 2020Q1: 11,185 shares; 2020Q2: 10,937 shares; 2020Q3: 10,339 shares; 2020Q4: 12,205 shares; 2021Q1: 12,240 shares 12,240$661K0.14%+35Timeline
XYZBLOCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 418 shares; 2020Q1: 271 shares; 2020Q2: 747 shares; 2020Q3: 860 shares; 2020Q4: 1,094 shares; 2021Q1: 2,884 shares 2,884$654K0.14%+1,790Timeline
WALGREENS BOOTS ALLIANCE INCWALGREENS BOOTS ALLIANCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,015 shares; 2020Q1: 2,965 shares; 2020Q2: 2,792 shares; 2020Q3: 3,028 shares; 2020Q4: 3,742 shares; 2021Q1: 11,799 shares 11,799$646K0.13%+8,057
VZVERIZON COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,803 shares; 2020Q1: 10,955 shares; 2020Q2: 8,467 shares; 2020Q3: 9,669 shares; 2020Q4: 11,066 shares; 2021Q1: 10,928 shares 10,928$634K0.13%-138Timeline
ABBVABBVIE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,312 shares; 2020Q1: 3,183 shares; 2020Q2: 4,433 shares; 2020Q3: 4,950 shares; 2020Q4: 5,028 shares; 2021Q1: 5,852 shares 5,852$633K0.13%+824Timeline
ADPAUTOMATIC DATA PROCESSING INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,853 shares; 2020Q1: 3,038 shares; 2020Q2: 3,035 shares; 2020Q3: 2,925 shares; 2020Q4: 3,240 shares; 2021Q1: 3,338 shares 3,338$628K0.13%+98Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,717 shares; 2020Q1: 1,921 shares; 2020Q2: 2,151 shares; 2020Q3: 2,210 shares; 2020Q4: 2,386 shares; 2021Q1: 2,901 shares 2,901$613K0.13%+515Timeline
PEPPEPSICO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,397 shares; 2020Q1: 3,673 shares; 2020Q2: 4,182 shares; 2020Q3: 3,518 shares; 2020Q4: 3,719 shares; 2021Q1: 4,299 shares 4,299$608K0.13%+580Timeline
CATCATERPILLAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 368 shares; 2020Q1: 553 shares; 2020Q2: 480 shares; 2020Q3: 2,089 shares; 2020Q4: 2,300 shares; 2021Q1: 2,615 shares 2,615$606K0.13%+315Timeline
LLYELI LILLY & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 966 shares; 2020Q1: 1,443 shares; 2020Q2: 1,606 shares; 2020Q3: 2,575 shares; 2020Q4: 2,675 shares; 2021Q1: 3,164 shares 3,164$590K0.12%+489Timeline
TGTTARGET CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,805 shares; 2020Q1: 2,733 shares; 2020Q2: 2,491 shares; 2020Q3: 2,491 shares; 2020Q4: 2,671 shares; 2021Q1: 2,966 shares 2,966$587K0.12%+295Timeline
ETNEATON CORP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 621 shares; 2020Q1: 844 shares; 2020Q2: 1,250 shares; 2020Q3: 3,881 shares; 2020Q4: 3,933 shares; 2021Q1: 4,147 shares 4,147$573K0.12%+214Timeline
UPSUNITED PARCEL SVCS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 768 shares; 2020Q1: 1,081 shares; 2020Q2: 1,075 shares; 2020Q3: 2,844 shares; 2020Q4: 2,945 shares; 2021Q1: 3,295 shares 3,295$559K0.12%+350Timeline
SBUXSTARBUCKS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,217 shares; 2020Q1: 4,226 shares; 2020Q2: 4,099 shares; 2020Q3: 3,990 shares; 2020Q4: 6,157 shares; 2021Q1: 5,060 shares 5,060$552K0.12%-1,097Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 607 shares; 2020Q1: 611 shares; 2020Q2: 882 shares; 2020Q3: 849 shares; 2020Q4: 907 shares; 2021Q1: 1,178 shares 1,178$545K0.11%+271Timeline
CRWDCROWDSTRIKE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,826 shares; 2020Q3: 2,816 shares; 2020Q4: 2,851 shares; 2021Q1: 2,968 shares 2,968$541K0.11%+117Timeline
AMATAPPLIED MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,454 shares; 2020Q1: 3,768 shares; 2020Q2: 3,750 shares; 2020Q3: 3,744 shares; 2020Q4: 3,750 shares; 2021Q1: 4,051 shares 4,051$540K0.11%+301Timeline
RFREGIONS FINANCIAL CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 24,076 shares; 2020Q1: 29,790 shares; 2020Q2: 25,438 shares; 2020Q3: 26,728 shares; 2020Q4: 25,776 shares; 2021Q1: 25,811 shares 25,811$533K0.11%+35Timeline
TWLOTWILIO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 72 shares; 2020Q1: 77 shares; 2020Q2: 145 shares; 2020Q3: 163 shares; 2020Q4: 1,014 shares; 2021Q1: 1,485 shares 1,485$504K0.11%+471Timeline
WMTWALMART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,466 shares; 2020Q1: 2,697 shares; 2020Q2: 2,778 shares; 2020Q3: 2,780 shares; 2020Q4: 3,104 shares; 2021Q1: 3,633 shares 3,633$492K0.1%+529Timeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,595 shares; 2020Q3: 6,770 shares; 2020Q4: 6,775 shares; 2021Q1: 7,004 shares 7,004$491K0.1%+229Timeline
UBERUBER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 39 shares; 2020Q1: 205 shares; 2020Q2: 1,050 shares; 2020Q3: 1,543 shares; 2020Q4: 1,684 shares; 2021Q1: 8,901 shares 8,901$484K0.1%+7,217Timeline
LIONS GATE ENTMNT CORPLIONS GATE ENTMNT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 28,200 shares; 2020Q1: 34,043 shares; 2020Q2: 28,143 shares; 2020Q3: 34,143 shares; 2020Q4: 28,643 shares; 2021Q1: 36,643 shares 36,643$472K0.1%+8,000
WABWABTECQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,868 shares; 2020Q1: 1,430 shares; 2020Q2: 3,130 shares; 2020Q3: 4,702 shares; 2020Q4: 4,817 shares; 2021Q1: 5,928 shares 5,928$468K0.1%+1,111Timeline
NKENIKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,980 shares; 2020Q1: 2,248 shares; 2020Q2: 2,752 shares; 2020Q3: 2,691 shares; 2020Q4: 3,482 shares; 2021Q1: 3,499 shares 3,499$464K0.1%+17Timeline
UNPUNION PAC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,415 shares; 2020Q1: 1,423 shares; 2020Q2: 1,569 shares; 2020Q3: 1,554 shares; 2020Q4: 2,508 shares; 2021Q1: 2,088 shares 2,088$459K0.1%-420Timeline
DVNDEVON ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,448 shares; 2020Q1: 14,347 shares; 2020Q2: 13,903 shares; 2020Q3: 12,700 shares; 2020Q4: 6,143 shares; 2021Q1: 20,863 shares 20,863$455K0.1%+14,720Timeline
MMM3M COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 441 shares; 2020Q1: 685 shares; 2020Q2: 1,060 shares; 2020Q3: 2,014 shares; 2020Q4: 2,036 shares; 2021Q1: 2,340 shares 2,340$450K0.09%+304Timeline
QCOMQUALCOMM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,323 shares; 2020Q1: 1,409 shares; 2020Q2: 2,587 shares; 2020Q3: 2,438 shares; 2020Q4: 2,829 shares; 2021Q1: 3,292 shares 3,292$436K0.09%+463Timeline
KKRKKR & CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 8,123 shares; 2020Q1: 8,204 shares; 2020Q2: 8,226 shares; 2020Q3: 8,226 shares; 2020Q4: 8,226 shares; 2021Q1: 8,722 shares 8,722$425K0.09%+496Timeline
AXTAAXALTA COATING SYS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11,697 shares; 2020Q1: 15,044 shares; 2020Q2: 11,918 shares; 2020Q3: 12,778 shares; 2020Q4: 12,778 shares; 2021Q1: 14,378 shares 14,378$425K0.09%+1,600Timeline
DDDUPONT DE NEMOURS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,024 shares; 2020Q1: 6,667 shares; 2020Q2: 6,925 shares; 2020Q3: 7,284 shares; 2020Q4: 7,614 shares; 2021Q1: 5,499 shares 5,499$424K0.09%-2,115Timeline
AMGNAMGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 699 shares; 2020Q1: 1,053 shares; 2020Q2: 1,431 shares; 2020Q3: 1,197 shares; 2020Q4: 1,287 shares; 2021Q1: 1,697 shares 1,697$421K0.09%+410Timeline
MDTMEDTRONIC PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,897 shares; 2020Q1: 3,311 shares; 2020Q2: 3,358 shares; 2020Q3: 3,380 shares; 2020Q4: 2,906 shares; 2021Q1: 3,503 shares 3,503$413K0.09%+597Timeline
REGNREGENERON PHARMACEUTICALSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 53 shares; 2020Q1: 99 shares; 2020Q2: 123 shares; 2020Q3: 124 shares; 2020Q4: 121 shares; 2021Q1: 853 shares 853$403K0.08%+732Timeline
FIREEYE INCFIREEYE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,831 shares; 2020Q1: 26,331 shares; 2020Q2: 21,454 shares; 2020Q3: 24,244 shares; 2020Q4: 19,564 shares; 2021Q1: 20,390 shares 20,390$398K0.08%+826
NEENEXTERA ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 619 shares; 2020Q1: 803 shares; 2020Q2: 936 shares; 2020Q3: 941 shares; 2020Q4: 4,147 shares; 2021Q1: 5,229 shares 5,229$394K0.08%+1,082Timeline
GPKGRAPHIC PACKAGING HLDG COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22,027 shares; 2020Q1: 26,527 shares; 2020Q2: 20,048 shares; 2020Q3: 21,773 shares; 2020Q4: 22,475 shares; 2021Q1: 21,693 shares 21,693$393K0.08%-782Timeline
ACNACCENTURE PLC IRELANDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,250 shares; 2020Q1: 743 shares; 2020Q2: 1,002 shares; 2020Q3: 1,006 shares; 2020Q4: 1,167 shares; 2021Q1: 1,423 shares 1,423$392K0.08%+256Timeline
CVXCHEVRON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,800 shares; 2020Q1: 3,246 shares; 2020Q2: 3,104 shares; 2020Q3: 2,828 shares; 2020Q4: 2,879 shares; 2021Q1: 3,710 shares 3,710$387K0.08%+831Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1 shares; 2020Q1: 1 shares; 2020Q2: 1 shares; 2020Q3: 1 shares; 2020Q4: 1 shares; 2021Q1: 1 shares 1$385K0.08%0Timeline
LOWLOWES COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,250 shares; 2020Q1: 1,573 shares; 2020Q2: 1,481 shares; 2020Q3: 1,612 shares; 2020Q4: 1,808 shares; 2021Q1: 1,991 shares 1,991$378K0.08%+183Timeline
DEDEERE & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 484 shares; 2020Q1: 425 shares; 2020Q2: 325 shares; 2020Q3: 327 shares; 2020Q4: 368 shares; 2021Q1: 998 shares 998$373K0.08%+630Timeline
TXNTEXAS INSTRS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 585 shares; 2020Q1: 1,070 shares; 2020Q2: 1,356 shares; 2020Q3: 1,354 shares; 2020Q4: 1,573 shares; 2021Q1: 1,973 shares 1,973$372K0.08%+400Timeline
DHRDANAHER CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 902 shares; 2020Q1: 1,225 shares; 2020Q2: 1,232 shares; 2020Q3: 1,224 shares; 2020Q4: 1,326 shares; 2021Q1: 1,613 shares 1,613$363K0.08%+287Timeline
RVTYREVVITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,254 shares; 2020Q1: 2,792 shares; 2020Q2: 2,776 shares; 2020Q3: 2,790 shares; 2020Q4: 2,790 shares; 2021Q1: 2,794 shares 2,794$358K0.07%+4Timeline
URBNURBAN OUTFITTERS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,131 shares; 2020Q1: 17,573 shares; 2020Q2: 14,200 shares; 2020Q3: 13,900 shares; 2020Q4: 10,300 shares; 2021Q1: 9,600 shares 9,600$357K0.07%-700Timeline
MCDMCDONALDS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 972 shares; 2020Q1: 1,145 shares; 2020Q2: 1,493 shares; 2020Q3: 1,240 shares; 2020Q4: 1,326 shares; 2021Q1: 1,576 shares 1,576$353K0.07%+250Timeline
ORCLORACLE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,164 shares; 2020Q1: 3,567 shares; 2020Q2: 3,872 shares; 2020Q3: 3,743 shares; 2020Q4: 3,876 shares; 2021Q1: 5,035 shares 5,035$353K0.07%+1,159Timeline
GLWCORNING INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,207 shares; 2020Q1: 15,211 shares; 2020Q2: 10,752 shares; 2020Q3: 8,042 shares; 2020Q4: 9,484 shares; 2021Q1: 8,132 shares 8,132$353K0.07%-1,352Timeline
SHOPSHOPIFY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,041 shares; 2020Q1: 11 shares; 2020Q2: 15 shares; 2020Q3: 281 shares; 2020Q4: 327 shares; 2021Q1: 320 shares 320$352K0.07%-7Timeline
GENERAL ELEC COGENERAL ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,937 shares; 2020Q1: 13,257 shares; 2020Q2: 11,502 shares; 2020Q3: 18,512 shares; 2020Q4: 19,133 shares; 2021Q1: 26,706 shares 26,706$349K0.07%+7,573
HANESBRANDS INCHANESBRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20,986 shares; 2020Q1: 28,370 shares; 2020Q2: 24,800 shares; 2020Q3: 18,400 shares; 2020Q4: 13,700 shares; 2021Q1: 17,407 shares 17,407$342K0.07%+3,707
SHWSHERWIN WILLIAMS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 198 shares; 2020Q1: 234 shares; 2020Q2: 241 shares; 2020Q3: 238 shares; 2020Q4: 252 shares; 2021Q1: 460 shares 460$339K0.07%+208Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,454 shares; 2020Q1: 18,822 shares; 2020Q2: 13,166 shares; 2020Q3: 14,090 shares; 2020Q4: 2,841 shares; 2021Q1: 6,052 shares 6,052$337K0.07%+3,211Timeline
IWOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,137 shares; 2020Q1: 1,139 shares; 2020Q2: 1,141 shares; 2020Q3: 1,142 shares; 2020Q4: 1,362 shares; 2021Q1: 1,102 shares 1,102$331K0.07%-260Timeline
BMYBRISTOL-MYERS SQUIBB COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,088 shares; 2020Q1: 3,525 shares; 2020Q2: 4,644 shares; 2020Q3: 4,037 shares; 2020Q4: 4,759 shares; 2021Q1: 5,221 shares 5,221$329K0.07%+462Timeline
MDLZMONDELEZ INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,660 shares; 2020Q1: 3,713 shares; 2020Q2: 5,148 shares; 2020Q3: 5,074 shares; 2020Q4: 5,321 shares; 2021Q1: 5,618 shares 5,618$328K0.07%+297Timeline
NSCNORFOLK SOUTHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,717 shares; 2020Q1: 1,379 shares; 2020Q2: 1,285 shares; 2020Q3: 1,276 shares; 2020Q4: 1,267 shares; 2021Q1: 1,228 shares 1,228$328K0.07%-39Timeline
VBVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 888 shares; 2020Q1: 1,744 shares; 2020Q2: 967 shares; 2020Q3: 969 shares; 2020Q4: 1,052 shares; 2021Q1: 1,526 shares 1,526$326K0.07%+474Timeline
XLPSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,760 shares; 2020Q1: 4,760 shares; 2020Q2: 4,760 shares; 2020Q3: 4,760 shares; 2020Q4: 4,760 shares; 2021Q1: 4,760 shares 4,760$325K0.07%0Timeline
LYVLIVE NATION ENTERTAINMENT INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,189 shares; 2020Q1: 2,883 shares; 2020Q2: 1,833 shares; 2020Q3: 851 shares; 2020Q4: 921 shares; 2021Q1: 3,800 shares 3,800$321K0.07%+2,879Timeline
CHTRCHARTER COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 334 shares; 2020Q1: 397 shares; 2020Q2: 413 shares; 2020Q3: 409 shares; 2020Q4: 458 shares; 2021Q1: 515 shares 515$316K0.07%+57Timeline
PGRPROGRESSIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 425 shares; 2020Q1: 692 shares; 2020Q2: 747 shares; 2020Q3: 739 shares; 2020Q4: 871 shares; 2021Q1: 3,299 shares 3,299$314K0.07%+2,428Timeline
EXPEEXPEDIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 153 shares; 2020Q1: 67 shares; 2020Q2: 112 shares; 2020Q3: 103 shares; 2020Q4: 138 shares; 2021Q1: 1,828 shares 1,828$314K0.07%+1,690Timeline
EMREMERSON ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 747 shares; 2020Q1: 988 shares; 2020Q2: 995 shares; 2020Q3: 2,837 shares; 2020Q4: 3,013 shares; 2021Q1: 3,410 shares 3,410$306K0.06%+397Timeline
OKTAOKTA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 412 shares; 2020Q1: 396 shares; 2020Q2: 1,780 shares; 2020Q3: 1,370 shares; 2020Q4: 1,376 shares; 2021Q1: 1,390 shares 1,390$305K0.06%+14Timeline
LAM RESEARCH CORPLAM RESEARCH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 278 shares; 2020Q1: 298 shares; 2020Q2: 583 shares; 2020Q3: 362 shares; 2020Q4: 397 shares; 2021Q1: 506 shares 506$301K0.06%+109
ALLEGHANY CORP DELALLEGHANY CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 10 shares; 2020Q1: 8 shares; 2020Q2: 40 shares; 2020Q3: 450 shares; 2020Q4: 449 shares; 2021Q1: 477 shares 477$298K0.06%+28
ESGUISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,863 shares; 2020Q1: 2,863 shares; 2020Q2: 3,261 shares; 2020Q3: 3,261 shares; 2020Q4: 3,261 shares; 2021Q1: 3,261 shares 3,261$296K0.06%0Timeline
CVSCVS HEALTH CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,406 shares; 2020Q1: 2,678 shares; 2020Q2: 2,888 shares; 2020Q3: 4,356 shares; 2020Q4: 3,091 shares; 2021Q1: 3,939 shares 3,939$295K0.06%+848Timeline
IFFINTERNATIONAL FLAVORS&FRAGRAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 17 shares; 2020Q1: 67 shares; 2020Q2: 93 shares; 2020Q3: 80 shares; 2020Q4: 145 shares; 2021Q1: 2,118 shares 2,118$295K0.06%+1,973Timeline
WYNNWYNN RESORTS LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 113 shares; 2020Q1: 122 shares; 2020Q2: 119 shares; 2020Q3: 130 shares; 2020Q4: 130 shares; 2021Q1: 2,315 shares 2,315$290K0.06%+2,185Timeline
LINDE PLC/OLDLINDE PLC/OLDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 608 shares; 2020Q1: 626 shares; 2020Q2: 631 shares; 2020Q3: 699 shares; 2020Q4: 690 shares; 2021Q1: 1,033 shares 1,033$289K0.06%+343
AMTAMERICAN TOWER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 566 shares; 2020Q1: 682 shares; 2020Q2: 1,217 shares; 2020Q3: 1,081 shares; 2020Q4: 988 shares; 2021Q1: 1,201 shares 1,201$286K0.06%+213Timeline
BABOEING COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,365 shares; 2020Q1: 991 shares; 2020Q2: 1,091 shares; 2020Q3: 1,094 shares; 2020Q4: 1,000 shares; 2021Q1: 1,103 shares 1,103$280K0.06%+103Timeline
PLDPROLOGIS INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 338 shares; 2020Q1: 1,219 shares; 2020Q2: 1,929 shares; 2020Q3: 2,023 shares; 2020Q4: 2,103 shares; 2021Q1: 2,589 shares 2,589$273K0.06%+486Timeline
CCICROWN CASTLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,166 shares; 2020Q1: 1,306 shares; 2020Q2: 1,282 shares; 2020Q3: 1,419 shares; 2020Q4: 1,700 shares; 2021Q1: 1,588 shares 1,588$273K0.06%-112Timeline
MOALTRIA GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,833 shares; 2020Q1: 2,515 shares; 2020Q2: 2,641 shares; 2020Q3: 3,439 shares; 2020Q4: 4,258 shares; 2021Q1: 5,271 shares 5,271$269K0.06%+1,013Timeline
CCITIGROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,624 shares; 2020Q1: 4,283 shares; 2020Q2: 4,280 shares; 2020Q3: 3,025 shares; 2020Q4: 2,632 shares; 2021Q1: 3,713 shares 3,713$269K0.06%+1,081Timeline
TRICIDA INCTRICIDA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,000 shares; 2020Q1: not reported; 2020Q2: 69 shares; 2020Q3: 30,950 shares; 2020Q4: 30,950 shares; 2021Q1: 50,950 shares 50,950$269K0.06%+20,000
DGDOLLAR GEN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 809 shares; 2020Q1: 854 shares; 2020Q2: 1,106 shares; 2020Q3: 1,116 shares; 2020Q4: 1,151 shares; 2021Q1: 1,329 shares 1,329$268K0.06%+178Timeline
BLACKROCK INCBLACKROCK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 263 shares; 2020Q1: 335 shares; 2020Q2: 272 shares; 2020Q3: 272 shares; 2020Q4: 287 shares; 2021Q1: 354 shares 354$266K0.06%+67
GGGGRACO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 66 shares; 2020Q1: 68 shares; 2020Q2: 82 shares; 2020Q3: 3,683 shares; 2020Q4: 3,683 shares; 2021Q1: 3,681 shares 3,681$262K0.05%-2Timeline
LMTLOCKHEED MARTIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 509 shares; 2020Q1: 687 shares; 2020Q2: 718 shares; 2020Q3: 741 shares; 2020Q4: 703 shares; 2021Q1: 710 shares 710$261K0.05%+7Timeline
MGM GROWTH PPTYS LLCMGM GROWTH PPTYS LLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,653 shares; 2020Q3: 7,795 shares; 2020Q4: 7,931 shares; 2021Q1: 7,931 shares 7,931$258K0.05%0
OZKBANK OZK LITTLE ROCK ARKQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 659 shares; 2020Q1: 65 shares; 2020Q2: 6,133 shares; 2020Q3: 6,201 shares; 2020Q4: 6,279 shares; 2021Q1: 6,280 shares 6,280$255K0.05%+1Timeline
INTUINTUITQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 342 shares; 2020Q1: 482 shares; 2020Q2: 480 shares; 2020Q3: 482 shares; 2020Q4: 496 shares; 2021Q1: 664 shares 664$254K0.05%+168Timeline
ICEINTERCONTINENTAL EXCHANGE INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,252 shares; 2020Q1: 1,337 shares; 2020Q2: 1,424 shares; 2020Q3: 1,482 shares; 2020Q4: 1,961 shares; 2021Q1: 2,267 shares 2,267$253K0.05%+306Timeline
ZTSZOETIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 618 shares; 2020Q1: 805 shares; 2020Q2: 1,223 shares; 2020Q3: 1,268 shares; 2020Q4: 1,289 shares; 2021Q1: 1,588 shares 1,588$249K0.05%+299Timeline
AF ACQUISITION CORPAF ACQUISITION CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,000 shares 25,000$246K0.05%new
USBUS BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,453 shares; 2020Q1: 2,243 shares; 2020Q2: 1,317 shares; 2020Q3: 3,701 shares; 2020Q4: 3,793 shares; 2021Q1: 4,441 shares 4,441$244K0.05%+648Timeline
UNILEVER PLCUNILEVER PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 140 shares; 2020Q1: 372 shares; 2020Q2: 299 shares; 2020Q3: 311 shares; 2020Q4: 5,481 shares; 2021Q1: 4,349 shares 4,349$242K0.05%-1,132
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,532 shares; 2020Q1: 2,064 shares; 2020Q2: 2,168 shares; 2020Q3: 2,159 shares; 2020Q4: 2,463 shares; 2021Q1: 3,066 shares 3,066$240K0.05%+603Timeline
LITGLOBAL X FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,099 shares 4,099$239K0.05%newTimeline
FFORD MTR COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,994 shares; 2020Q1: 11,268 shares; 2020Q2: 13,143 shares; 2020Q3: 14,237 shares; 2020Q4: 15,708 shares; 2021Q1: 18,845 shares 18,845$230K0.05%+3,137Timeline
RTXRTX CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 1,200 shares; 2020Q2: 2,056 shares; 2020Q3: 1,620 shares; 2020Q4: 2,323 shares; 2021Q1: 2,956 shares 2,956$227K0.05%+633Timeline
CHWYCHEWY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,648 shares; 2021Q1: 2,677 shares 2,677$226K0.05%+29Timeline
SYKSTRYKER CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 633 shares; 2020Q1: 732 shares; 2020Q2: 527 shares; 2020Q3: 681 shares; 2020Q4: 696 shares; 2021Q1: 918 shares 918$223K0.05%+222Timeline
ECLECOLAB INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 729 shares; 2020Q1: 798 shares; 2020Q2: 834 shares; 2020Q3: 827 shares; 2020Q4: 866 shares; 2021Q1: 1,046 shares 1,046$223K0.05%+180Timeline
FISFIDELITY NATL INFORMATION SVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 662 shares; 2020Q1: 895 shares; 2020Q2: 1,411 shares; 2020Q3: 1,342 shares; 2020Q4: 1,364 shares; 2021Q1: 1,576 shares 1,576$221K0.05%+212Timeline
ACTVISION BLIZZARD INCACTVISION BLIZZARD INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 761 shares; 2020Q1: 1,088 shares; 2020Q2: 1,781 shares; 2020Q3: 1,803 shares; 2020Q4: 2,373 shares; 2021Q1: 2,340 shares 2,340$217K0.05%-33
BIIBBIOGEN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 659 shares; 2020Q1: 719 shares; 2020Q2: 719 shares; 2020Q3: 689 shares; 2020Q4: 778 shares; 2021Q1: 772 shares 772$215K0.04%-6Timeline
WMBWILLIAMS COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12,228 shares; 2020Q1: 12,718 shares; 2020Q2: 8,661 shares; 2020Q3: 9,283 shares; 2020Q4: 8,314 shares; 2021Q1: 9,112 shares 9,112$214K0.04%+798Timeline
PANWPALO ALTO NETWORKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 54 shares; 2020Q1: 49 shares; 2020Q2: 88 shares; 2020Q3: 129 shares; 2020Q4: 591 shares; 2021Q1: 663 shares 663$213K0.04%+72Timeline
GSGOLDMAN SACHS GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 492 shares; 2020Q1: 387 shares; 2020Q2: 262 shares; 2020Q3: 234 shares; 2020Q4: 432 shares; 2021Q1: 645 shares 645$210K0.04%+213Timeline
VYMVANGUARD WHITEHALL FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,066 shares; 2020Q1: 2,082 shares; 2020Q2: 2,082 shares; 2020Q3: 2,082 shares; 2020Q4: 2,082 shares; 2021Q1: 2,082 shares 2,082$210K0.04%0Timeline
BABAALIBABA GROUP HLDG LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14,090 shares; 2020Q1: 4,421 shares; 2020Q2: 1,205 shares; 2020Q3: 800 shares; 2020Q4: 934 shares; 2021Q1: 926 shares 926$209K0.04%-8Timeline
PMPHILIP MORRIS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,762 shares; 2020Q1: 6,329 shares; 2020Q2: 4,913 shares; 2020Q3: 3,218 shares; 2020Q4: 1,676 shares; 2021Q1: 2,324 shares 2,324$205K0.04%+648Timeline
APDAIR PRODUCTS AND CHEMICALS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 169 shares; 2020Q1: 339 shares; 2020Q2: 485 shares; 2020Q3: 488 shares; 2020Q4: 648 shares; 2021Q1: 716 shares 716$201K0.04%+68Timeline
ENTGENTEGRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,504 shares; 2020Q1: 2,548 shares; 2020Q2: 1,832 shares; 2020Q3: 1,773 shares; 2020Q4: 1,786 shares; 2021Q1: 1,786 shares 1,786$199K0.04%0Timeline
XLKSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,470 shares; 2020Q1: 1,469 shares; 2020Q2: 1,469 shares; 2020Q3: 1,469 shares; 2020Q4: 1,469 shares; 2021Q1: 1,469 shares 1,469$195K0.04%0Timeline
IEFISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,728 shares; 2020Q1: 1,728 shares; 2020Q2: 1,728 shares; 2020Q3: 1,728 shares; 2020Q4: 1,728 shares; 2021Q1: 1,728 shares 1,728$195K0.04%0Timeline
ISRGINTUITIVE SURGICAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 155 shares; 2020Q1: 153 shares; 2020Q2: 168 shares; 2020Q3: 202 shares; 2020Q4: 183 shares; 2021Q1: 264 shares 264$194K0.04%+81Timeline
SPGIS&P GLOBAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 232 shares; 2020Q1: 354 shares; 2020Q2: 418 shares; 2020Q3: 408 shares; 2020Q4: 444 shares; 2021Q1: 551 shares 551$194K0.04%+107Timeline
ADIANALOG DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 368 shares; 2020Q1: 460 shares; 2020Q2: 372 shares; 2020Q3: 842 shares; 2020Q4: 947 shares; 2021Q1: 1,246 shares 1,246$193K0.04%+299Timeline
ANAPLAN INCANAPLAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4 shares; 2021Q1: 3,579 shares 3,579$192K0.04%+3,575
AXPAMERICAN EXPRESS COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,044 shares; 2020Q1: 942 shares; 2020Q2: 902 shares; 2020Q3: 919 shares; 2020Q4: 1,283 shares; 2021Q1: 1,360 shares 1,360$191K0.04%+77Timeline
FISVFISERV INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 825 shares; 2020Q1: 955 shares; 2020Q2: 1,008 shares; 2020Q3: 1,002 shares; 2020Q4: 1,317 shares; 2021Q1: 1,608 shares 1,608$191K0.04%+291Timeline
PFGPRINCIPAL FINANCIAL GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,489 shares; 2020Q1: 2,581 shares; 2020Q2: 2,936 shares; 2020Q3: 3,008 shares; 2020Q4: 3,198 shares; 2021Q1: 3,192 shares 3,192$190K0.04%-6Timeline
DDOMINION ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,948 shares; 2020Q1: 2,476 shares; 2020Q2: 2,276 shares; 2020Q3: 2,257 shares; 2020Q4: 2,245 shares; 2021Q1: 2,423 shares 2,423$183K0.04%+178Timeline
CSXCSX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 773 shares; 2020Q1: 1,094 shares; 2020Q2: 1,070 shares; 2020Q3: 2,069 shares; 2020Q4: 1,259 shares; 2021Q1: 1,876 shares 1,876$180K0.04%+617Timeline
VDCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,008 shares; 2020Q3: 1,014 shares; 2020Q4: 1,014 shares; 2021Q1: 1,014 shares 1,014$180K0.04%0Timeline
CITHE CIGNA GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 737 shares; 2020Q1: 736 shares; 2020Q2: 850 shares; 2020Q3: 443 shares; 2020Q4: 463 shares; 2021Q1: 742 shares 742$178K0.04%+279Timeline
ITWILLINOIS TOOL WKS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 470 shares; 2020Q1: 649 shares; 2020Q2: 704 shares; 2020Q3: 689 shares; 2020Q4: 786 shares; 2021Q1: 800 shares 800$177K0.04%+14Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,168 shares; 2020Q1: 1,155 shares; 2020Q2: 1,223 shares; 2020Q3: 1,305 shares; 2020Q4: 2,425 shares; 2021Q1: 2,695 shares 2,695$175K0.04%+270Timeline
ADSKAUTODESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 396 shares; 2020Q1: 424 shares; 2020Q2: 470 shares; 2020Q3: 469 shares; 2020Q4: 491 shares; 2021Q1: 633 shares 633$175K0.04%+142Timeline
MARMARRIOTT INTL INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,423 shares; 2020Q1: 1,659 shares; 2020Q2: 1,641 shares; 2020Q3: 1,573 shares; 2020Q4: 1,577 shares; 2021Q1: 1,186 shares 1,186$175K0.04%-391Timeline
MSMORGAN STANLEYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,266 shares; 2020Q1: 1,790 shares; 2020Q2: 2,064 shares; 2020Q3: 1,561 shares; 2020Q4: 2,125 shares; 2021Q1: 2,250 shares 2,250$174K0.04%+125Timeline
VOOVANGUARD INDEX FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 300 shares; 2020Q1: 368 shares; 2020Q2: 451 shares; 2020Q3: 441 shares; 2020Q4: 442 shares; 2021Q1: 479 shares 479$174K0.04%+37Timeline
EWEDWARDS LIFESCIENCES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 476 shares; 2020Q1: 546 shares; 2020Q2: 1,678 shares; 2020Q3: 1,584 shares; 2020Q4: 1,708 shares; 2021Q1: 2,094 shares 2,094$174K0.04%+386Timeline
MSAMSA SAFETY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,409 shares; 2020Q1: 1,287 shares; 2020Q2: 1,175 shares; 2020Q3: 1,179 shares; 2020Q4: 1,177 shares; 2021Q1: 1,158 shares 1,158$173K0.04%-19Timeline
SOSOUTHERN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,746 shares; 2020Q1: 2,342 shares; 2020Q2: 2,432 shares; 2020Q3: 3,378 shares; 2020Q4: 2,640 shares; 2021Q1: 2,785 shares 2,785$172K0.04%+145Timeline
DOWDOW HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,530 shares; 2020Q1: 2,001 shares; 2020Q2: 2,011 shares; 2020Q3: 2,443 shares; 2020Q4: 2,446 shares; 2021Q1: 2,707 shares 2,707$172K0.04%+261Timeline
ELVELEVANCE HEALTH INC FORMERLYQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 531 shares; 2020Q1: 379 shares; 2020Q2: 292 shares; 2020Q3: 369 shares; 2020Q4: 530 shares; 2021Q1: 475 shares 475$170K0.04%-55Timeline
EBAYEBAY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,107 shares; 2020Q1: 2,238 shares; 2020Q2: 2,379 shares; 2020Q3: 2,256 shares; 2020Q4: 2,304 shares; 2021Q1: 2,759 shares 2,759$168K0.04%+455Timeline
MRSHMARSH & MCLENNAN COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 632 shares; 2020Q2: 788 shares; 2020Q3: 788 shares; 2020Q4: 1,055 shares; 2021Q1: 1,379 shares 1,379$167K0.03%+324Timeline
GEVOGEVO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,000 shares; 2021Q1: 17,000 shares 17,000$166K0.03%0Timeline
BF-ABROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,970 shares; 2020Q1: 2,545 shares; 2020Q2: 1,962 shares; 2020Q3: 3,151 shares; 2020Q4: 3,151 shares; 2021Q1: 2,622 shares 2,622$166K0.03%-529Timeline
STTSTATE STR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,356 shares; 2020Q1: 1,718 shares; 2020Q2: 1,557 shares; 2020Q3: 1,576 shares; 2020Q4: 1,780 shares; 2021Q1: 1,970 shares 1,970$165K0.03%+190Timeline
AONAON PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 475 shares; 2020Q2: 519 shares; 2020Q3: 525 shares; 2020Q4: 631 shares; 2021Q1: 703 shares 703$161K0.03%+72Timeline
TJXTJX COS INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,862 shares; 2020Q1: 2,661 shares; 2020Q2: 1,751 shares; 2020Q3: 1,764 shares; 2020Q4: 2,698 shares; 2021Q1: 2,398 shares 2,398$157K0.03%-300Timeline
BDXBECTON DICKINSON & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 665 shares; 2020Q1: 703 shares; 2020Q2: 357 shares; 2020Q3: 358 shares; 2020Q4: 576 shares; 2021Q1: 645 shares 645$156K0.03%+69Timeline
BKNGBOOKING HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 75 shares; 2020Q1: 44 shares; 2020Q2: 28 shares; 2020Q3: 41 shares; 2020Q4: 39 shares; 2021Q1: 67 shares 67$155K0.03%+28Timeline
EQIXEQUINIX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 88 shares; 2020Q1: 138 shares; 2020Q2: 152 shares; 2020Q3: 165 shares; 2020Q4: 167 shares; 2021Q1: 230 shares 230$155K0.03%+63Timeline
FTVFORTIVE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,895 shares; 2020Q1: 2,126 shares; 2020Q2: 2,103 shares; 2020Q3: 2,092 shares; 2020Q4: 2,869 shares; 2021Q1: 2,166 shares 2,166$153K0.03%-703Timeline
HUMHUMANA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 199 shares; 2020Q1: 224 shares; 2020Q2: 296 shares; 2020Q3: 290 shares; 2020Q4: 296 shares; 2021Q1: 366 shares 366$153K0.03%+70Timeline
PARAMOUNT GLOBALPARAMOUNT GLOBALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,982 shares; 2020Q1: 13,299 shares; 2020Q2: 11,620 shares; 2020Q3: 11,607 shares; 2020Q4: 9,952 shares; 2021Q1: 3,395 shares 3,395$153K0.03%-6,557
TMUST-MOBILE US INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 332 shares; 2020Q1: 465 shares; 2020Q2: 627 shares; 2020Q3: 692 shares; 2020Q4: 883 shares; 2021Q1: 1,216 shares 1,216$151K0.03%+333Timeline
FITBFIFTH THIRD BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,105 shares; 2020Q1: 4,449 shares; 2020Q2: 5,152 shares; 2020Q3: 5,301 shares; 2020Q4: 3,787 shares; 2021Q1: 4,045 shares 4,045$150K0.03%+258Timeline
WRBBERKLEY W R CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,864 shares; 2020Q1: 1,843 shares; 2020Q2: 1,968 shares; 2020Q3: 1,972 shares; 2020Q4: 2,121 shares; 2021Q1: 2,002 shares 2,002$150K0.03%-119Timeline
TFCTRUIST FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,829 shares; 2020Q1: 3,799 shares; 2020Q2: 2,284 shares; 2020Q3: 1,778 shares; 2020Q4: 1,880 shares; 2021Q1: 2,581 shares 2,581$149K0.03%+701Timeline
ELLAUDER ESTEE COS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 243 shares; 2020Q1: 291 shares; 2020Q2: 321 shares; 2020Q3: 315 shares; 2020Q4: 389 shares; 2021Q1: 515 shares 515$149K0.03%+126Timeline
EFXEQUIFAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,197 shares; 2020Q1: 1,166 shares; 2020Q2: 1,114 shares; 2020Q3: 1,089 shares; 2020Q4: 1,182 shares; 2021Q1: 804 shares 804$145K0.03%-378Timeline
IVZINVESCO LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 453 shares; 2020Q1: 3,164 shares; 2020Q2: 3,922 shares; 2020Q3: 5,069 shares; 2020Q4: 5,394 shares; 2021Q1: 5,733 shares 5,733$144K0.03%+339Timeline
CLCOLGATE PALMOLIVE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,656 shares; 2020Q1: 2,091 shares; 2020Q2: 2,240 shares; 2020Q3: 1,368 shares; 2020Q4: 1,397 shares; 2021Q1: 1,848 shares 1,848$144K0.03%+451Timeline
AVTAVNET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5 shares; 2020Q1: 77 shares; 2020Q2: 77 shares; 2020Q3: 4,096 shares; 2020Q4: 4,159 shares; 2021Q1: 3,441 shares 3,441$142K0.03%-718Timeline
SPGSIMON PPTY GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 268 shares; 2020Q1: 556 shares; 2020Q2: 780 shares; 2020Q3: 925 shares; 2020Q4: 1,046 shares; 2021Q1: 1,253 shares 1,253$142K0.03%+207Timeline
SCHXSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,510 shares; 2021Q1: 1,474 shares 1,474$141K0.03%-36Timeline
CMGCHIPOTLE MEXICAN GRILL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 18 shares; 2020Q1: 22 shares; 2020Q2: 33 shares; 2020Q3: 44 shares; 2020Q4: 71 shares; 2021Q1: 100 shares 100$141K0.03%+29Timeline
LNCLINCOLN NATL CORP INDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 411 shares; 2020Q1: 1,506 shares; 2020Q2: 2,069 shares; 2020Q3: 1,943 shares; 2020Q4: 2,136 shares; 2021Q1: 2,262 shares 2,262$140K0.03%+126Timeline
NEMNEWMONT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,198 shares; 2020Q1: 1,571 shares; 2020Q2: 1,864 shares; 2020Q3: 1,928 shares; 2020Q4: 1,897 shares; 2021Q1: 2,333 shares 2,333$139K0.03%+436Timeline
VTWOVANGUARD SCOTTSDALE FDSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 587 shares; 2020Q3: 589 shares; 2020Q4: 767 shares; 2021Q1: 768 shares 768$137K0.03%+1Timeline
MGMMGM RESORTS INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 554 shares; 2020Q1: 1,698 shares; 2020Q2: 2,593 shares; 2020Q3: 2,776 shares; 2020Q4: 3,029 shares; 2021Q1: 3,618 shares 3,618$137K0.03%+589Timeline
BAXBAXTER INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,711 shares; 2020Q1: 1,207 shares; 2020Q2: 1,193 shares; 2020Q3: 1,422 shares; 2020Q4: 1,200 shares; 2021Q1: 1,644 shares 1,644$137K0.03%+444Timeline
CLNECLEAN ENERGY FUELS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000$137K0.03%0Timeline
HCAHCA HEALTHCARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 283 shares; 2020Q1: 398 shares; 2020Q2: 441 shares; 2020Q3: 562 shares; 2020Q4: 556 shares; 2021Q1: 725 shares 725$136K0.03%+169Timeline
BNYBANK OF NY MELLON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 617 shares; 2020Q1: 979 shares; 2020Q2: 1,297 shares; 2020Q3: 1,213 shares; 2020Q4: 2,072 shares; 2021Q1: 2,894 shares 2,894$136K0.03%+822Timeline
ROSTROSS STORES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 571 shares; 2020Q1: 599 shares; 2020Q2: 935 shares; 2020Q3: 813 shares; 2020Q4: 847 shares; 2021Q1: 1,134 shares 1,134$135K0.03%+287Timeline
ROPROPER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 165 shares; 2020Q1: 180 shares; 2020Q2: 312 shares; 2020Q3: 301 shares; 2020Q4: 277 shares; 2021Q1: 332 shares 332$134K0.03%+55Timeline
CMICUMMINS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 203 shares; 2020Q1: 279 shares; 2020Q2: 285 shares; 2020Q3: 276 shares; 2020Q4: 329 shares; 2021Q1: 516 shares 516$133K0.03%+187Timeline
IOOISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000$132K0.03%0Timeline
MCOMOODYS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 232 shares; 2020Q1: 284 shares; 2020Q2: 299 shares; 2020Q3: 297 shares; 2020Q4: 310 shares; 2021Q1: 440 shares 440$131K0.03%+130Timeline
SPLUNK INCSPLUNK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 393 shares; 2020Q1: 419 shares; 2020Q2: 403 shares; 2020Q3: 401 shares; 2020Q4: 563 shares; 2021Q1: 969 shares 969$130K0.03%+406
DUKDUKE ENERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 998 shares; 2020Q1: 1,381 shares; 2020Q2: 1,417 shares; 2020Q3: 1,249 shares; 2020Q4: 1,229 shares; 2021Q1: 1,338 shares 1,338$129K0.03%+109Timeline
CMECME GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 608 shares; 2020Q1: 494 shares; 2020Q2: 464 shares; 2020Q3: 496 shares; 2020Q4: 506 shares; 2021Q1: 633 shares 633$128K0.03%+127Timeline
LKQLKQ CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,445 shares; 2020Q1: 3,387 shares; 2020Q2: 3,041 shares; 2020Q3: 3,041 shares; 2020Q4: 3,041 shares; 2021Q1: 3,041 shares 3,041$127K0.03%0Timeline
GILDGILEAD SCIENCES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,525 shares; 2020Q1: 2,436 shares; 2020Q2: 2,142 shares; 2020Q3: 1,504 shares; 2020Q4: 1,511 shares; 2021Q1: 1,966 shares 1,966$126K0.03%+455Timeline
WMWASTE MGMT INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,027 shares; 2020Q1: 927 shares; 2020Q2: 1,016 shares; 2020Q3: 1,008 shares; 2020Q4: 1,024 shares; 2021Q1: 983 shares 983$126K0.03%-41Timeline
AMPAMERIPRISE FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 174 shares; 2020Q1: 278 shares; 2020Q2: 396 shares; 2020Q3: 396 shares; 2020Q4: 416 shares; 2021Q1: 542 shares 542$126K0.03%+126Timeline
CONDOR HOSPITALITY TR INCCONDOR HOSPITALITY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,994 shares; 2020Q1: 35,994 shares; 2020Q2: 35,994 shares; 2020Q3: 35,994 shares; 2020Q4: 35,994 shares; 2021Q1: 35,994 shares 35,994$125K0.03%0
IVEISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,000 shares; 2020Q1: 1,000 shares; 2020Q2: 1,414 shares; 2020Q3: 1,414 shares; 2020Q4: 1,414 shares; 2021Q1: 880 shares 880$124K0.03%-534Timeline
MARATHON OIL CORPMARATHON OIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,093 shares; 2020Q1: 7,160 shares; 2020Q2: 7,679 shares; 2020Q3: 12,744 shares; 2020Q4: 10,130 shares; 2021Q1: 11,702 shares 11,702$124K0.03%+1,572
KLACKLA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 92 shares; 2020Q1: 184 shares; 2020Q2: 230 shares; 2020Q3: 262 shares; 2020Q4: 274 shares; 2021Q1: 372 shares 372$122K0.03%+98Timeline
WFCWELLS FARGO & COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 9,378 shares; 2020Q1: 2,667 shares; 2020Q2: 1,236 shares; 2020Q3: 5,082 shares; 2020Q4: 1,394 shares; 2021Q1: 3,146 shares 3,146$122K0.03%+1,752Timeline
PIONEER NATURAL RESOURCES COPIONEER NATURAL RESOURCES COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 104 shares; 2020Q1: 422 shares; 2020Q2: 347 shares; 2020Q3: 324 shares; 2020Q4: 292 shares; 2021Q1: 773 shares 773$122K0.03%+481
CBCHUBB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 850 shares; 2020Q1: 712 shares; 2020Q2: 527 shares; 2020Q3: 406 shares; 2020Q4: 595 shares; 2021Q1: 774 shares 774$121K0.03%+179Timeline
COFCAPITAL ONE FINL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 444 shares; 2020Q1: 614 shares; 2020Q2: 600 shares; 2020Q3: 589 shares; 2020Q4: 671 shares; 2021Q1: 948 shares 948$120K0.03%+277Timeline
OKEONEOK INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,060 shares; 2020Q1: 4,625 shares; 2020Q2: 1,589 shares; 2020Q3: 2,241 shares; 2020Q4: 1,825 shares; 2021Q1: 2,389 shares 2,389$120K0.03%+564Timeline
TROWPRICE T ROWE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 301 shares; 2020Q1: 433 shares; 2020Q2: 493 shares; 2020Q3: 493 shares; 2020Q4: 905 shares; 2021Q1: 707 shares 707$120K0.03%-198Timeline
NOCNORTHROP GRUMMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 187 shares; 2020Q1: 294 shares; 2020Q2: 318 shares; 2020Q3: 314 shares; 2020Q4: 314 shares; 2021Q1: 373 shares 373$120K0.03%+59Timeline
ALLALLSTATE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 199 shares; 2020Q1: 423 shares; 2020Q2: 458 shares; 2020Q3: 436 shares; 2020Q4: 406 shares; 2021Q1: 1,046 shares 1,046$119K0.02%+640Timeline
ILMNILLUMINA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 201 shares; 2020Q1: 214 shares; 2020Q2: 227 shares; 2020Q3: 217 shares; 2020Q4: 293 shares; 2021Q1: 312 shares 312$119K0.02%+19Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 6,641 shares; 2020Q1: 73 shares; 2020Q2: 103 shares; 2020Q3: 144 shares; 2020Q4: 253 shares; 2021Q1: 911 shares 911$117K0.02%+658Timeline
UNMUNUM GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 486 shares; 2020Q1: 2,207 shares; 2020Q2: 2,957 shares; 2020Q3: 3,205 shares; 2020Q4: 3,964 shares; 2021Q1: 4,181 shares 4,181$116K0.02%+217Timeline
PRUPRUDENTIAL FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 373 shares; 2020Q1: 758 shares; 2020Q2: 759 shares; 2020Q3: 786 shares; 2020Q4: 781 shares; 2021Q1: 1,287 shares 1,287$116K0.02%+506Timeline
WSTWEST PHARMACEUTICAL SVSC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 309 shares; 2020Q3: 309 shares; 2020Q4: 312 shares; 2021Q1: 409 shares 409$115K0.02%+97Timeline
IJTISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 636 shares; 2020Q1: 489 shares; 2020Q2: 490 shares; 2020Q3: 491 shares; 2020Q4: 893 shares; 2021Q1: 894 shares 894$114K0.02%+1Timeline
IBMINTERNATIONAL BUSINESS MACHSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,737 shares; 2020Q1: 1,363 shares; 2020Q2: 1,191 shares; 2020Q3: 835 shares; 2020Q4: 235 shares; 2021Q1: 858 shares 858$113K0.02%+623Timeline
VARIAN MED SYS INCVARIAN MED SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 606 shares; 2020Q1: 577 shares; 2020Q2: 571 shares; 2020Q3: 599 shares; 2020Q4: 634 shares; 2021Q1: 640 shares 640$112K0.02%+6
LNTALLIANT ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,010 shares; 2020Q1: 1,055 shares; 2020Q2: 1,113 shares; 2020Q3: 1,120 shares; 2020Q4: 1,096 shares; 2021Q1: 2,081 shares 2,081$111K0.02%+985Timeline
STWDSTARWOOD PPTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 670 shares; 2020Q1: 173 shares; 2020Q2: 529 shares; 2020Q3: 536 shares; 2020Q4: 4,537 shares; 2021Q1: 4,543 shares 4,543$111K0.02%+6Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 102 shares; 2020Q1: 129 shares; 2020Q2: 179 shares; 2020Q3: 170 shares; 2020Q4: 220 shares; 2021Q1: 179 shares 179$110K0.02%-41Timeline
PHPARKER-HANNIFIN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 146 shares; 2020Q1: 134 shares; 2020Q2: 158 shares; 2020Q3: 154 shares; 2020Q4: 203 shares; 2021Q1: 351 shares 351$110K0.02%+148Timeline
AZOAUTOZONE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 51 shares; 2020Q1: 60 shares; 2020Q2: 64 shares; 2020Q3: 62 shares; 2020Q4: 103 shares; 2021Q1: 79 shares 79$110K0.02%-24Timeline
LENLENNAR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,010 shares; 2020Q1: 856 shares; 2020Q2: 574 shares; 2020Q3: 541 shares; 2020Q4: 541 shares; 2021Q1: 1,091 shares 1,091$109K0.02%+550Timeline
GISGENERAL MILLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 477 shares; 2020Q1: 847 shares; 2020Q2: 1,078 shares; 2020Q3: 1,003 shares; 2020Q4: 1,036 shares; 2021Q1: 1,799 shares 1,799$109K0.02%+763Timeline
KMBKIMBERLY-CLARK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 324 shares; 2020Q1: 522 shares; 2020Q2: 422 shares; 2020Q3: 422 shares; 2020Q4: 628 shares; 2021Q1: 786 shares 786$108K0.02%+158Timeline
CTVACORTEVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,665 shares; 2020Q1: 1,801 shares; 2020Q2: 1,711 shares; 2020Q3: 1,692 shares; 2020Q4: 1,662 shares; 2021Q1: 2,336 shares 2,336$108K0.02%+674Timeline
CNCCENTENE CORP DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 914 shares; 2020Q1: 1,363 shares; 2020Q2: 1,300 shares; 2020Q3: 1,156 shares; 2020Q4: 1,184 shares; 2021Q1: 1,698 shares 1,698$108K0.02%+514Timeline
CONTAINER STORE GROUP INCCONTAINER STORE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,500 shares; 2021Q1: 6,500 shares 6,500$108K0.02%0
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,635 shares 4,635$107K0.02%newTimeline
VRTXVERTEX PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 268 shares; 2020Q1: 345 shares; 2020Q2: 404 shares; 2020Q3: 428 shares; 2020Q4: 354 shares; 2021Q1: 500 shares 500$107K0.02%+146Timeline
CFGCITIZENS FINL GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 769 shares; 2020Q1: 2,145 shares; 2020Q2: 2,332 shares; 2020Q3: 2,448 shares; 2020Q4: 2,396 shares; 2021Q1: 2,430 shares 2,430$107K0.02%+34Timeline
ORLYOREILLY AUTOMOTIVE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 122 shares; 2020Q1: 145 shares; 2020Q2: 134 shares; 2020Q3: 132 shares; 2020Q4: 151 shares; 2021Q1: 211 shares 211$107K0.02%+60Timeline
RSPINVESCO EXCHANGE TRADED FD TQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 750 shares; 2020Q1: 750 shares; 2020Q2: 750 shares; 2020Q3: 750 shares; 2020Q4: 750 shares; 2021Q1: 750 shares 750$106K0.02%0Timeline
EAELECTRONIC ARTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 266 shares; 2020Q1: 414 shares; 2020Q2: 443 shares; 2020Q3: 494 shares; 2020Q4: 620 shares; 2021Q1: 793 shares 793$106K0.02%+173Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 156 shares; 2020Q1: 128 shares; 2020Q2: 136 shares; 2020Q3: 140 shares; 2020Q4: 722 shares; 2021Q1: 407 shares 407$106K0.02%-315Timeline
TWITTER INCTWITTER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,199 shares; 2020Q1: 1,012 shares; 2020Q2: 928 shares; 2020Q3: 904 shares; 2020Q4: 1,497 shares; 2021Q1: 1,683 shares 1,683$106K0.02%+186
DALDELTA AIR LINES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,585 shares; 2020Q1: 3,734 shares; 2020Q2: 1,265 shares; 2020Q3: 1,304 shares; 2020Q4: 2,508 shares; 2021Q1: 2,196 shares 2,196$105K0.02%-312Timeline
CMSCMS ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 911 shares; 2020Q1: 967 shares; 2020Q2: 974 shares; 2020Q3: 1,017 shares; 2020Q4: 1,014 shares; 2021Q1: 1,717 shares 1,717$104K0.02%+703Timeline
FHNFIRST HORIZON CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 472 shares; 2020Q1: 890 shares; 2020Q2: 3,027 shares; 2020Q3: 6,396 shares; 2020Q4: 6,380 shares; 2021Q1: 6,107 shares 6,107$103K0.02%-273Timeline
BSXBOSTON SCIENTIFIC CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,109 shares; 2020Q1: 2,425 shares; 2020Q2: 4,144 shares; 2020Q3: 3,141 shares; 2020Q4: 2,134 shares; 2021Q1: 2,703 shares 2,703$103K0.02%+569Timeline
XLESELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,065 shares; 2020Q3: 2,101 shares; 2020Q4: 2,101 shares; 2021Q1: 2,101 shares 2,101$103K0.02%0Timeline
SNPSSYNOPSYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 160 shares; 2020Q1: 192 shares; 2020Q2: 190 shares; 2020Q3: 187 shares; 2020Q4: 354 shares; 2021Q1: 414 shares 414$102K0.02%+60Timeline
IQVIQVIA HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 397 shares; 2020Q1: 370 shares; 2020Q2: 336 shares; 2020Q3: 496 shares; 2020Q4: 561 shares; 2021Q1: 532 shares 532$102K0.02%-29Timeline
MCHPMICROCHIP TECHNOLOGY INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 363 shares; 2020Q1: 382 shares; 2020Q2: 273 shares; 2020Q3: 261 shares; 2020Q4: 441 shares; 2021Q1: 663 shares 663$102K0.02%+222Timeline
CLXCLOROX CO DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 326 shares; 2020Q1: 330 shares; 2020Q2: 386 shares; 2020Q3: 327 shares; 2020Q4: 399 shares; 2021Q1: 526 shares 526$101K0.02%+127Timeline
PSXPHILLIPS 66Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 610 shares; 2020Q1: 349 shares; 2020Q2: 557 shares; 2020Q3: 958 shares; 2020Q4: 859 shares; 2021Q1: 1,256 shares 1,256$101K0.02%+397Timeline
EMNEASTMAN CHEM COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 159 shares; 2020Q1: 653 shares; 2020Q2: 740 shares; 2020Q3: 897 shares; 2020Q4: 919 shares; 2021Q1: 922 shares 922$101K0.02%+3Timeline
IDXXIDEXX LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 110 shares; 2020Q1: 112 shares; 2020Q2: 128 shares; 2020Q3: 129 shares; 2020Q4: 140 shares; 2021Q1: 207 shares 207$101K0.02%+67Timeline
SLVISHARES SILVER TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,424 shares; 2021Q1: 4,424 shares 4,424$100K0.02%0Timeline
SBACSBA COMMUNICATIONS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 177 shares; 2020Q1: 250 shares; 2020Q2: 266 shares; 2020Q3: 263 shares; 2020Q4: 262 shares; 2021Q1: 363 shares 363$100K0.02%+101Timeline
CARRCARRIER GLOBAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,053 shares; 2020Q3: 1,354 shares; 2020Q4: 1,943 shares; 2021Q1: 2,368 shares 2,368$99K0.02%+425Timeline
MNSTMONSTER BEVERAGE CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 546 shares; 2020Q1: 598 shares; 2020Q2: 615 shares; 2020Q3: 615 shares; 2020Q4: 758 shares; 2021Q1: 1,090 shares 1,090$99K0.02%+332Timeline
MPCMARATHON PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,084 shares; 2020Q1: 539 shares; 2020Q2: 317 shares; 2020Q3: 1,549 shares; 2020Q4: 1,417 shares; 2021Q1: 1,858 shares 1,858$98K0.02%+441Timeline
EPDENTERPRISE PRODS PARTNERS LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 26,189 shares; 2020Q1: 21,613 shares; 2020Q2: 15,740 shares; 2020Q3: 5,990 shares; 2020Q4: 6,130 shares; 2021Q1: 4,490 shares 4,490$98K0.02%-1,640Timeline
SLBSLB LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,071 shares; 2020Q1: 1,563 shares; 2020Q2: 3,094 shares; 2020Q3: 3,511 shares; 2020Q4: 2,138 shares; 2021Q1: 3,616 shares 3,616$97K0.02%+1,478Timeline
TTTRANE TECHNOLOGIES PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 399 shares; 2020Q2: 367 shares; 2020Q3: 367 shares; 2020Q4: 375 shares; 2021Q1: 589 shares 589$96K0.02%+214Timeline
XLYSELECT SECTOR SPDR TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 576 shares; 2020Q1: 576 shares; 2020Q2: 576 shares; 2020Q3: 576 shares; 2020Q4: 576 shares; 2021Q1: 576 shares 576$96K0.02%0Timeline
CMACOMERICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 859 shares; 2020Q2: 1,066 shares; 2020Q3: 1,108 shares; 2020Q4: 1,249 shares; 2021Q1: 1,326 shares 1,326$95K0.02%+77Timeline
TRGPTARGA RES CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,631 shares; 2020Q1: 4,283 shares; 2020Q2: 3,563 shares; 2020Q3: 3,758 shares; 2020Q4: 2,983 shares; 2021Q1: 2,979 shares 2,979$94K0.02%-4Timeline
MSIMOTOROLA SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 274 shares; 2020Q1: 305 shares; 2020Q2: 286 shares; 2020Q3: 296 shares; 2020Q4: 334 shares; 2021Q1: 506 shares 506$94K0.02%+172Timeline
OXYOCCIDENTAL PETE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 731 shares; 2020Q1: 2,140 shares; 2020Q2: 2,496 shares; 2020Q3: 1,827 shares; 2020Q4: 2,624 shares; 2021Q1: 3,526 shares 3,526$93K0.02%+902Timeline
LHXL3HARRIS TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 356 shares; 2020Q1: 480 shares; 2020Q2: 302 shares; 2020Q3: 271 shares; 2020Q4: 288 shares; 2021Q1: 461 shares 461$93K0.02%+173Timeline
EPAMEPAM SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 72 shares; 2020Q1: 82 shares; 2020Q2: 158 shares; 2020Q3: 158 shares; 2020Q4: 161 shares; 2021Q1: 239 shares 239$93K0.02%+78Timeline
ROKROCKWELL AUTOMATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 185 shares; 2020Q1: 213 shares; 2020Q2: 233 shares; 2020Q3: 229 shares; 2020Q4: 232 shares; 2021Q1: 351 shares 351$93K0.02%+119Timeline
RLJRLJ LODGING TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 5,915 shares; 2020Q1: 6,121 shares; 2020Q2: 6,039 shares; 2020Q3: 6,045 shares; 2020Q4: 6,053 shares; 2021Q1: 6,057 shares 6,057$93K0.02%+4Timeline
HIGHARTFORD INSURANCE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 276 shares; 2020Q1: 937 shares; 2020Q2: 894 shares; 2020Q3: 1,217 shares; 2020Q4: 1,275 shares; 2021Q1: 1,401 shares 1,401$93K0.02%+126Timeline
HOWARD HUGHES CORPORATIONHOWARD HUGHES CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 988 shares; 2021Q1: 988 shares 988$93K0.02%0
ZIONZIONS BANCORPORATION NATL ASQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 193 shares; 2020Q1: 339 shares; 2020Q2: 916 shares; 2020Q3: 1,288 shares; 2020Q4: 1,596 shares; 2021Q1: 1,689 shares 1,689$92K0.02%+93Timeline
KEYKEYCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 939 shares; 2020Q1: 3,828 shares; 2020Q2: 2,975 shares; 2020Q3: 4,507 shares; 2020Q4: 4,425 shares; 2021Q1: 4,646 shares 4,646$92K0.02%+221Timeline
MCKMCKESSON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 273 shares; 2020Q1: 328 shares; 2020Q2: 300 shares; 2020Q3: 304 shares; 2020Q4: 311 shares; 2021Q1: 475 shares 475$92K0.02%+164Timeline
AZNASTRAZENECA PLC-SPONS ADRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 686 shares; 2020Q1: 864 shares; 2020Q2: 1,686 shares; 2020Q3: 1,887 shares; 2020Q4: 1,708 shares; 2021Q1: 1,856 shares 1,856$92K0.02%+148Timeline
IHS MARKIT LTDIHS MARKIT LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 307 shares; 2020Q1: 391 shares; 2020Q2: 503 shares; 2020Q3: 720 shares; 2020Q4: 804 shares; 2021Q1: 962 shares 962$92K0.02%+158
MKTXMARKETAXESS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 150 shares; 2020Q1: 125 shares; 2020Q2: 138 shares; 2020Q3: 138 shares; 2020Q4: 142 shares; 2021Q1: 184 shares 184$91K0.02%+42Timeline
APHRIA INCAPHRIA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000$91K0.02%0
PCARPACCAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 380 shares; 2020Q1: 649 shares; 2020Q2: 679 shares; 2020Q3: 766 shares; 2020Q4: 713 shares; 2021Q1: 964 shares 964$89K0.02%+251Timeline
DHID R HORTON INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 404 shares; 2020Q1: 725 shares; 2020Q2: 913 shares; 2020Q3: 908 shares; 2020Q4: 1,469 shares; 2021Q1: 991 shares 991$88K0.02%-478Timeline
HALHALLIBURTON COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 3,419 shares; 2020Q1: 1,128 shares; 2020Q2: 22,281 shares; 2020Q3: 2,380 shares; 2020Q4: 3,773 shares; 2021Q1: 4,109 shares 4,109$88K0.02%+336Timeline
TRVTRAVELERS COMPANIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 187 shares; 2020Q1: 349 shares; 2020Q2: 282 shares; 2020Q3: 282 shares; 2020Q4: 438 shares; 2021Q1: 580 shares 580$87K0.02%+142Timeline
MSCIMSCI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 72 shares; 2020Q1: 93 shares; 2020Q2: 119 shares; 2020Q3: 117 shares; 2020Q4: 167 shares; 2021Q1: 206 shares 206$86K0.02%+39Timeline
XPOXPO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 165 shares; 2020Q1: 142 shares; 2020Q2: 698 shares; 2020Q3: 701 shares; 2020Q4: 701 shares; 2021Q1: 701 shares 701$86K0.02%0Timeline
VCRVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 175 shares; 2020Q4: 288 shares; 2021Q1: 288 shares 288$85K0.02%0Timeline
AAGILENT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 238 shares; 2020Q1: 400 shares; 2020Q2: 408 shares; 2020Q3: 408 shares; 2020Q4: 441 shares; 2021Q1: 671 shares 671$85K0.02%+230Timeline
MTDMETTLER TOLEDO INTERNATIONALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 45 shares; 2020Q1: 51 shares; 2020Q2: 51 shares; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 74 shares 74$85K0.02%+24Timeline
BALLBALL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 312 shares; 2020Q1: 597 shares; 2020Q2: 545 shares; 2020Q3: 518 shares; 2020Q4: 623 shares; 2021Q1: 1,005 shares 1,005$85K0.02%+382Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 57 shares; 2020Q1: 82 shares; 2020Q2: 88 shares; 2020Q3: 88 shares; 2020Q4: 99 shares; 2021Q1: 144 shares 144$84K0.02%+45Timeline
LBRDKLIBERTY BROADBAND CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 272 shares; 2020Q1: 295 shares; 2020Q2: 321 shares; 2020Q3: 321 shares; 2020Q4: 440 shares; 2021Q1: 571 shares 571$84K0.02%+131Timeline
MLMMARTIN MARIETTA MATLS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 710 shares; 2020Q1: 943 shares; 2020Q2: 733 shares; 2020Q3: 280 shares; 2020Q4: 288 shares; 2021Q1: 249 shares 249$83K0.02%-39Timeline
TSMTAIWAN SEMICONDUCTOR MANUFACQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,062 shares; 2020Q1: 1,172 shares; 2020Q2: 856 shares; 2020Q3: 632 shares; 2020Q4: 622 shares; 2021Q1: 687 shares 687$81K0.02%+65Timeline
FNVFRANCO NEV CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71 shares; 2020Q1: 71 shares; 2020Q2: 35 shares; 2020Q3: 7 shares; 2020Q4: 624 shares; 2021Q1: 644 shares 644$80K0.02%+20Timeline
CGNXCOGNEX CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 870 shares; 2020Q1: 918 shares; 2020Q2: 899 shares; 2020Q3: 871 shares; 2020Q4: 974 shares; 2021Q1: 967 shares 967$80K0.02%-7Timeline
CATYCATHAY GEN BANCORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 432 shares; 2020Q2: 909 shares; 2020Q3: 1,254 shares; 2020Q4: 1,327 shares; 2021Q1: 1,985 shares 1,985$80K0.02%+658Timeline
URIUNITED RENTALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 144 shares; 2020Q1: 155 shares; 2020Q2: 135 shares; 2020Q3: 135 shares; 2020Q4: 119 shares; 2021Q1: 244 shares 244$79K0.02%+125Timeline
AMEAMETEK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 455 shares; 2020Q1: 680 shares; 2020Q2: 554 shares; 2020Q3: 594 shares; 2020Q4: 634 shares; 2021Q1: 624 shares 624$79K0.02%-10Timeline
HLTHILTON WORLDWIDE HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 4,776 shares; 2020Q1: 4,921 shares; 2020Q2: 5,037 shares; 2020Q3: 438 shares; 2020Q4: 443 shares; 2021Q1: 656 shares 656$79K0.02%+213Timeline
TPRTAPESTRY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 463 shares; 2020Q1: 565 shares; 2020Q2: 530 shares; 2020Q3: 1,407 shares; 2020Q4: 1,416 shares; 2021Q1: 1,931 shares 1,931$79K0.02%+515Timeline
LUMNLUMEN TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,971 shares; 2021Q1: 6,027 shares 6,027$79K0.02%+2,056Timeline
ZBHZIMMER BIOMET HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 222 shares; 2020Q1: 237 shares; 2020Q2: 189 shares; 2020Q3: 185 shares; 2020Q4: 284 shares; 2021Q1: 491 shares 491$78K0.02%+207Timeline
FCXFREEPORT MCMORAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,925 shares; 2020Q1: 1,340 shares; 2020Q2: 1,110 shares; 2020Q3: 2,178 shares; 2020Q4: 1,186 shares; 2021Q1: 2,396 shares 2,396$77K0.02%+1,210Timeline
VRSKVERISK ANALYTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 163 shares; 2020Q1: 200 shares; 2020Q2: 204 shares; 2020Q3: 204 shares; 2020Q4: 211 shares; 2021Q1: 441 shares 441$77K0.02%+230Timeline
CDNSCADENCE DESIGN SYSTEM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 146 shares; 2020Q1: 184 shares; 2020Q2: 222 shares; 2020Q3: 241 shares; 2020Q4: 567 shares; 2021Q1: 569 shares 569$77K0.02%+2Timeline
KRKROGER COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 13,800 shares; 2020Q1: 984 shares; 2020Q2: 1,283 shares; 2020Q3: 1,498 shares; 2020Q4: 1,278 shares; 2021Q1: 2,147 shares 2,147$76K0.02%+869Timeline
ALGNALIGN TECHNOLOGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 128 shares; 2020Q1: 107 shares; 2020Q2: 90 shares; 2020Q3: 110 shares; 2020Q4: 116 shares; 2021Q1: 142 shares 142$76K0.02%+26Timeline
MAGELLAN MIDSTREAM PARTNERS…MAGELLAN MIDSTREAM PARTNERS, LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,095 shares; 2020Q1: 2,383 shares; 2020Q2: 1,765 shares; 2020Q3: 1,765 shares; 2020Q4: 1,765 shares; 2021Q1: 1,765 shares 1,765$76K0.02%0
COPCONOCOPHILLIPSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,978 shares; 2020Q1: 1,470 shares; 2020Q2: 1,205 shares; 2020Q3: 935 shares; 2020Q4: 554 shares; 2021Q1: 1,430 shares 1,430$75K0.02%+876Timeline
LULULULULEMON ATHLETICA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 92 shares; 2020Q1: 82 shares; 2020Q2: 95 shares; 2020Q3: 101 shares; 2020Q4: 211 shares; 2021Q1: 240 shares 240$73K0.02%+29Timeline
CSGPCOSTAR GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 71 shares; 2020Q1: 67 shares; 2020Q2: 64 shares; 2020Q3: 59 shares; 2020Q4: 65 shares; 2021Q1: 90 shares 90$73K0.02%+25Timeline
RMDRESMED INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 194 shares; 2020Q1: 215 shares; 2020Q2: 244 shares; 2020Q3: 294 shares; 2020Q4: 258 shares; 2021Q1: 379 shares 379$73K0.02%+121Timeline
HESS CORPHESS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 396 shares; 2020Q1: 601 shares; 2020Q2: 463 shares; 2020Q3: 463 shares; 2020Q4: 752 shares; 2021Q1: 1,038 shares 1,038$73K0.02%+286
HPQHP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,979 shares; 2020Q1: 3,529 shares; 2020Q2: 1,120 shares; 2020Q3: 1,598 shares; 2020Q4: 1,308 shares; 2021Q1: 2,301 shares 2,301$72K0.02%+993Timeline
DISCOVER FINL SVCSDISCOVER FINL SVCSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 758 shares; 2020Q1: 734 shares; 2020Q2: 426 shares; 2020Q3: 369 shares; 2020Q4: 493 shares; 2021Q1: 766 shares 766$72K0.02%+273
WELLWELLTOWER INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 657 shares; 2020Q1: 922 shares; 2020Q2: 558 shares; 2020Q3: 556 shares; 2020Q4: 635 shares; 2021Q1: 993 shares 993$71K0.01%+358Timeline
DLRDIGITAL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 198 shares; 2020Q1: 289 shares; 2020Q2: 344 shares; 2020Q3: 408 shares; 2020Q4: 386 shares; 2021Q1: 513 shares 513$71K0.01%+127Timeline
RNGRINGCENTRAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 213 shares; 2020Q1: 220 shares; 2020Q2: 228 shares; 2020Q3: 225 shares; 2020Q4: 274 shares; 2021Q1: 240 shares 240$71K0.01%-34Timeline
MGCVANGUARD WORLD FDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500$70K0.01%0Timeline
FBINFORTUNE BRANDS INNOVATIONS IQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 590 shares; 2020Q1: 590 shares; 2020Q2: 591 shares; 2020Q3: 530 shares; 2020Q4: 531 shares; 2021Q1: 730 shares 730$70K0.01%+199Timeline
FNBF N B CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,626 shares; 2020Q1: 480 shares; 2020Q2: 1,758 shares; 2020Q3: 2,659 shares; 2020Q4: 2,891 shares; 2021Q1: 5,568 shares 5,568$70K0.01%+2,677Timeline
FRCBFIRST REP BK SAN FRANCISCO CALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 70 shares; 2020Q1: 246 shares; 2020Q2: 334 shares; 2020Q3: 334 shares; 2020Q4: 340 shares; 2021Q1: 422 shares 422$70K0.01%+82Timeline
STRLSTERLING INFRASTRUCTURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000$69K0.01%0Timeline
CORCENCORA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 256 shares; 2020Q1: 335 shares; 2020Q2: 346 shares; 2020Q3: 346 shares; 2020Q4: 359 shares; 2021Q1: 592 shares 592$69K0.01%+233Timeline
SWKSSKYWORKS SOLUTIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 11 shares; 2020Q1: 98 shares; 2020Q2: 199 shares; 2020Q3: 291 shares; 2020Q4: 208 shares; 2021Q1: 383 shares 383$69K0.01%+175Timeline
XILINX INCXILINX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 397 shares; 2020Q1: 387 shares; 2020Q2: 429 shares; 2020Q3: 471 shares; 2020Q4: 632 shares; 2021Q1: 562 shares 562$69K0.01%-70
ALLYALLY FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 414 shares; 2020Q1: 371 shares; 2020Q2: 967 shares; 2020Q3: 931 shares; 2020Q4: 933 shares; 2021Q1: 1,514 shares 1,514$68K0.01%+581Timeline
KEYSKEYSIGHT TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 202 shares; 2020Q1: 228 shares; 2020Q2: 238 shares; 2020Q3: 227 shares; 2020Q4: 243 shares; 2021Q1: 476 shares 476$67K0.01%+233Timeline
NUENUCOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 275 shares; 2020Q1: 409 shares; 2020Q2: 706 shares; 2020Q3: 725 shares; 2020Q4: 846 shares; 2021Q1: 841 shares 841$67K0.01%-5Timeline
CBRECBRE GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 470 shares; 2020Q1: 538 shares; 2020Q2: 464 shares; 2020Q3: 436 shares; 2020Q4: 458 shares; 2021Q1: 865 shares 865$67K0.01%+407Timeline
RCLROYAL CARIBBEAN GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 73 shares; 2020Q1: 318 shares; 2020Q2: 555 shares; 2020Q3: 593 shares; 2020Q4: 578 shares; 2021Q1: 780 shares 780$66K0.01%+202Timeline
ETRENTERGY CORP NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 125 shares; 2020Q1: 38 shares; 2020Q2: 842 shares; 2020Q3: 571 shares; 2020Q4: 585 shares; 2021Q1: 671 shares 671$66K0.01%+86Timeline
YUMYUM BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 931 shares; 2020Q1: 818 shares; 2020Q2: 765 shares; 2020Q3: 568 shares; 2020Q4: 567 shares; 2021Q1: 620 shares 620$66K0.01%+53Timeline
CCLCARNIVAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 136 shares; 2020Q1: 1,119 shares; 2020Q2: 1,459 shares; 2020Q3: 1,681 shares; 2020Q4: 1,502 shares; 2021Q1: 2,529 shares 2,529$66K0.01%+1,027Timeline
MRNAMODERNA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 111 shares; 2020Q3: 210 shares; 2020Q4: 474 shares; 2021Q1: 516 shares 516$66K0.01%+42Timeline
TKRTIMKEN COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 15 shares; 2020Q1: 45 shares; 2020Q2: 432 shares; 2020Q3: 433 shares; 2020Q4: 414 shares; 2021Q1: 827 shares 827$66K0.01%+413Timeline
KANSAS CITY SOUTHERNKANSAS CITY SOUTHERNQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 126 shares; 2020Q1: 213 shares; 2020Q2: 240 shares; 2020Q3: 243 shares; 2020Q4: 250 shares; 2021Q1: 253 shares 253$66K0.01%+3
ZMZOOM COMMUNICATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 0 shares; 2020Q2: 53 shares; 2020Q3: 201 shares; 2020Q4: 229 shares; 2021Q1: 205 shares 205$65K0.01%-24Timeline
AEPAMERICAN ELEC PWR CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 281 shares; 2020Q1: 528 shares; 2020Q2: 740 shares; 2020Q3: 738 shares; 2020Q4: 838 shares; 2021Q1: 770 shares 770$65K0.01%-68Timeline
STZCONSTELLATION BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 228 shares; 2020Q1: 231 shares; 2020Q2: 157 shares; 2020Q3: 164 shares; 2020Q4: 171 shares; 2021Q1: 290 shares 290$65K0.01%+119Timeline
ARCCARES CAPITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,500 shares; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares 3,500$65K0.01%0Timeline
MTCHMATCH GROUP INC NEWQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 199 shares; 2020Q4: 289 shares; 2021Q1: 474 shares 474$65K0.01%+185Timeline
CVEOCIVEO CORP CDAQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,310 shares; 2021Q1: 4,310 shares 4,310$65K0.01%0Timeline
CHDCHURCH & DWIGHT CO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 665 shares; 2020Q1: 718 shares; 2020Q2: 707 shares; 2020Q3: 707 shares; 2020Q4: 716 shares; 2021Q1: 735 shares 735$64K0.01%+19Timeline
VRSNVERISIGN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 288 shares; 2020Q1: 356 shares; 2020Q2: 378 shares; 2020Q3: 363 shares; 2020Q4: 363 shares; 2021Q1: 325 shares 325$64K0.01%-38Timeline
UALUNITED AIRLS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 459 shares; 2020Q1: 427 shares; 2020Q2: 361 shares; 2020Q3: 321 shares; 2020Q4: 808 shares; 2021Q1: 1,129 shares 1,129$64K0.01%+321Timeline
HTGCHERCULES CAPITAL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000$64K0.01%0Timeline
KHCKRAFT HEINZ COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 750 shares; 2020Q1: 1,008 shares; 2020Q2: 1,208 shares; 2020Q3: 2,290 shares; 2020Q4: 1,582 shares; 2021Q1: 1,583 shares 1,583$63K0.01%+1Timeline
TMTOYOTA MOTOR CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 322 shares; 2020Q1: 401 shares; 2020Q2: 407 shares; 2020Q3: 380 shares; 2020Q4: 379 shares; 2021Q1: 403 shares 403$63K0.01%+24Timeline
GAPGAP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 973 shares; 2020Q2: 2,020 shares; 2020Q3: 2,020 shares; 2020Q4: 2,020 shares; 2021Q1: 2,145 shares 2,145$63K0.01%+125Timeline
SCHVSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,733 shares; 2020Q1: 2,755 shares; 2020Q2: 2,774 shares; 2020Q3: 2,802 shares; 2020Q4: 975 shares; 2021Q1: 977 shares 977$63K0.01%+2Timeline
ATLASSIAN CORPATLASSIAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 43 shares; 2020Q1: 307 shares; 2020Q2: 1,510 shares; 2020Q3: 962 shares; 2020Q4: 171 shares; 2021Q1: 300 shares 300$63K0.01%+129
VTRSVIATRIS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,499 shares; 2021Q1: 4,554 shares 4,554$62K0.01%+1,055Timeline
DTEDTE ENERGY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 110 shares; 2020Q1: 300 shares; 2020Q2: 352 shares; 2020Q3: 465 shares; 2020Q4: 540 shares; 2021Q1: 471 shares 471$62K0.01%-69Timeline
TAPMOLSON COORS BEVERAGE COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 112 shares; 2020Q1: 583 shares; 2020Q2: 525 shares; 2020Q3: 502 shares; 2020Q4: 978 shares; 2021Q1: 1,228 shares 1,228$62K0.01%+250Timeline
IJKISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 269 shares; 2020Q1: 269 shares; 2020Q2: 269 shares; 2020Q3: 270 shares; 2020Q4: 797 shares; 2021Q1: 798 shares 798$62K0.01%+1Timeline
VMRKVIVMARK RESIDENTIALQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 155 shares; 2020Q1: 669 shares; 2020Q2: 679 shares; 2020Q3: 694 shares; 2020Q4: 851 shares; 2021Q1: 864 shares 864$61K0.01%+13Timeline
SCHFSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,117 shares; 2020Q1: 2,117 shares; 2020Q2: 2,121 shares; 2020Q3: 2,134 shares; 2020Q4: 1,589 shares; 2021Q1: 1,638 shares 1,638$61K0.01%+49Timeline
ETSYETSY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 95 shares; 2020Q1: 74 shares; 2020Q2: 74 shares; 2020Q3: 74 shares; 2020Q4: 185 shares; 2021Q1: 303 shares 303$61K0.01%+118Timeline
ALEXION PHARMACEUTICALS INCALEXION PHARMACEUTICALS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 142 shares; 2020Q1: 105 shares; 2020Q2: 112 shares; 2020Q3: 209 shares; 2020Q4: 224 shares; 2021Q1: 404 shares 404$61K0.01%+180
DDOGDATADOG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,840 shares; 2020Q1: 2,531 shares; 2020Q2: 2,631 shares; 2020Q3: 718 shares; 2020Q4: 726 shares; 2021Q1: 740 shares 740$60K0.01%+14Timeline
AALAMERICAN AIRLINES GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 316 shares; 2020Q1: 1,612 shares; 2020Q2: 1,624 shares; 2020Q3: 2,753 shares; 2020Q4: 2,332 shares; 2021Q1: 2,516 shares 2,516$60K0.01%+184Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 104 shares; 2020Q1: 144 shares; 2020Q2: 106 shares; 2020Q3: 131 shares; 2020Q4: 191 shares; 2021Q1: 245 shares 245$60K0.01%+54Timeline
VLOVALERO ENERGY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 956 shares; 2020Q1: 417 shares; 2020Q2: 451 shares; 2020Q3: 502 shares; 2020Q4: 483 shares; 2021Q1: 851 shares 851$60K0.01%+368Timeline
WECWEC ENERGY GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 364 shares; 2020Q1: 583 shares; 2020Q2: 668 shares; 2020Q3: 621 shares; 2020Q4: 656 shares; 2021Q1: 641 shares 641$60K0.01%-15Timeline
MTBM & T BK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 353 shares; 2020Q1: 287 shares; 2020Q2: 104 shares; 2020Q3: 338 shares; 2020Q4: 400 shares; 2021Q1: 400 shares 400$60K0.01%0Timeline
APHAMPHENOL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 289 shares; 2020Q1: 291 shares; 2020Q2: 228 shares; 2020Q3: 218 shares; 2020Q4: 484 shares; 2021Q1: 909 shares 909$59K0.01%+425Timeline
IJJISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,100 shares; 2020Q1: 1,103 shares; 2020Q2: 333 shares; 2020Q3: 335 shares; 2020Q4: 674 shares; 2021Q1: 580 shares 580$59K0.01%-94Timeline
DGXQUEST DIAGNOSTICS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 746 shares; 2020Q1: 763 shares; 2020Q2: 789 shares; 2020Q3: 791 shares; 2020Q4: 488 shares; 2021Q1: 465 shares 465$59K0.01%-23Timeline
LABORATORY CRP OF AMER HLDGSLABORATORY CRP OF AMER HLDGSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 201 shares; 2020Q1: 178 shares; 2020Q2: 117 shares; 2020Q3: 119 shares; 2020Q4: 134 shares; 2021Q1: 236 shares 236$59K0.01%+102
CAGCONAGRA BRANDS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,175 shares; 2020Q1: 1,330 shares; 2020Q2: 1,496 shares; 2020Q3: 1,488 shares; 2020Q4: 1,491 shares; 2021Q1: 1,547 shares 1,547$58K0.01%+56Timeline
TTDTHE TRADE DESK INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 33 shares; 2020Q1: 42 shares; 2020Q2: 42 shares; 2020Q3: 42 shares; 2020Q4: 90 shares; 2021Q1: 90 shares 90$58K0.01%0Timeline
JCIJOHNSON CONTROLS INTERNATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,101 shares; 2020Q1: 1,075 shares; 2020Q2: 221 shares; 2020Q3: 208 shares; 2020Q4: 810 shares; 2021Q1: 992 shares 992$58K0.01%+182Timeline
OMCOMNICOM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 418 shares; 2020Q1: 334 shares; 2020Q2: 73 shares; 2020Q3: 246 shares; 2020Q4: 306 shares; 2021Q1: 803 shares 803$58K0.01%+497Timeline
FASTFASTENAL COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,168 shares; 2020Q1: 1,262 shares; 2020Q2: 1,128 shares; 2020Q3: 1,100 shares; 2020Q4: 1,171 shares; 2021Q1: 1,167 shares 1,167$58K0.01%-4Timeline
SONYSONY GROUP CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 401 shares; 2020Q1: 452 shares; 2020Q2: 657 shares; 2020Q3: 555 shares; 2020Q4: 556 shares; 2021Q1: 556 shares 556$58K0.01%0Timeline
TSCOTRACTOR SUPPLY COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 138 shares; 2020Q1: 190 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 330 shares 330$58K0.01%+130Timeline
BHPBHP BILLITON LIMITEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 456 shares; 2020Q1: 240 shares; 2020Q2: 795 shares; 2020Q3: 906 shares; 2020Q4: 796 shares; 2021Q1: 847 shares 847$58K0.01%+51Timeline
FRFIRST INDL RLTY TR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 467 shares; 2020Q1: 465 shares; 2020Q2: 466 shares; 2020Q3: 537 shares; 2020Q4: 538 shares; 2021Q1: 1,267 shares 1,267$57K0.01%+729Timeline
WTWWILLIS TOWERS WATSON PLC LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 188 shares; 2020Q1: 234 shares; 2020Q2: 204 shares; 2020Q3: 196 shares; 2020Q4: 200 shares; 2021Q1: 252 shares 252$57K0.01%+52Timeline
DRIDARDEN RESTAURANTS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 92 shares; 2020Q1: 168 shares; 2020Q2: 247 shares; 2020Q3: 255 shares; 2020Q4: 261 shares; 2021Q1: 406 shares 406$57K0.01%+145Timeline
SVB FINANCIAL GROUPSVB FINANCIAL GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 22 shares; 2020Q1: 56 shares; 2020Q2: 105 shares; 2020Q3: 111 shares; 2020Q4: 111 shares; 2021Q1: 116 shares 116$57K0.01%+5
TYLTYLER TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 127 shares; 2020Q1: 127 shares; 2020Q2: 130 shares; 2020Q3: 130 shares; 2020Q4: 132 shares; 2021Q1: 134 shares 134$56K0.01%+2Timeline
DXCMDEXCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 98 shares; 2020Q1: 132 shares; 2020Q2: 141 shares; 2020Q3: 198 shares; 2020Q4: 147 shares; 2021Q1: 156 shares 156$56K0.01%+9Timeline
CNPCENTERPOINT ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 204 shares; 2020Q1: 1,243 shares; 2020Q2: 1,964 shares; 2020Q3: 2,456 shares; 2020Q4: 2,456 shares; 2021Q1: 2,456 shares 2,456$55K0.01%0Timeline
FANGDIAMONDBACK ENERGY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 80 shares; 2020Q1: 1,355 shares; 2020Q2: 552 shares; 2020Q3: 699 shares; 2020Q4: 614 shares; 2021Q1: 749 shares 749$55K0.01%+135Timeline
ADMARCHER DANIELS MIDLAND COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 869 shares; 2020Q1: 433 shares; 2020Q2: 658 shares; 2020Q3: 944 shares; 2020Q4: 946 shares; 2021Q1: 970 shares 970$55K0.01%+24Timeline
LYBLYONDELLBASELL INDUSTRIES NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 574 shares; 2020Q1: 239 shares; 2020Q2: 252 shares; 2020Q3: 294 shares; 2020Q4: 339 shares; 2021Q1: 537 shares 537$55K0.01%+198Timeline
KMXCARMAX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 227 shares; 2020Q1: 184 shares; 2020Q2: 226 shares; 2020Q3: 222 shares; 2020Q4: 203 shares; 2021Q1: 422 shares 422$55K0.01%+219Timeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 154 shares; 2020Q1: 138 shares; 2020Q2: 123 shares; 2020Q3: 100 shares; 2020Q4: 77 shares; 2021Q1: 156 shares 156$55K0.01%+79Timeline
OBDCBLUE OWL CAPITAL CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000$55K0.01%0Timeline
BF-BBROWN FORMAN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,418 shares; 2020Q1: 1,721 shares; 2020Q2: 1,122 shares; 2020Q3: 1,036 shares; 2020Q4: 814 shares; 2021Q1: 805 shares 805$55K0.01%-9Timeline
MR COOPER GROUP INCMR COOPER GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 240 shares; 2020Q1: 240 shares; 2020Q2: 1,467 shares; 2020Q3: 1,574 shares; 2020Q4: 1,585 shares; 2021Q1: 1,585 shares 1,585$55K0.01%0
BUSEFIRST BUSEY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 61 shares; 2020Q2: 632 shares; 2020Q3: 666 shares; 2020Q4: 813 shares; 2021Q1: 2,175 shares 2,175$55K0.01%+1,362Timeline
SCHBSCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 450 shares; 2020Q1: 449 shares; 2020Q2: 452 shares; 2020Q3: 457 shares; 2020Q4: 459 shares; 2021Q1: 560 shares 560$54K0.01%+101Timeline
NWENORTHWESTERN ENERGY GROUP INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 531 shares; 2020Q1: 531 shares; 2020Q2: 390 shares; 2020Q3: 380 shares; 2020Q4: 360 shares; 2021Q1: 831 shares 831$54K0.01%+471Timeline
NVONOVO-NORDISK A SQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 264 shares; 2020Q1: 372 shares; 2020Q2: 798 shares; 2020Q3: 742 shares; 2020Q4: 742 shares; 2021Q1: 822 shares 822$54K0.01%+80Timeline
WEXWEX INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 14 shares; 2020Q1: 23 shares; 2020Q2: 165 shares; 2020Q3: 172 shares; 2020Q4: 182 shares; 2021Q1: 259 shares 259$54K0.01%+77Timeline
ANNALY CAPITAL MANAGEMENTANNALY CAPITAL MANAGEMENTQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,232 shares; 2020Q1: 1,815 shares; 2020Q2: 6,094 shares; 2020Q3: 6,217 shares; 2020Q4: 6,384 shares; 2021Q1: 6,393 shares 6,393$54K0.01%+9
APTIV PLCAPTIV PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 388 shares; 2020Q1: 446 shares; 2020Q2: 233 shares; 2020Q3: 179 shares; 2020Q4: 221 shares; 2021Q1: 396 shares 396$54K0.01%+175
SYYSYSCO CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 489 shares; 2020Q1: 318 shares; 2020Q2: 269 shares; 2020Q3: 544 shares; 2020Q4: 511 shares; 2021Q1: 686 shares 686$53K0.01%+175Timeline
CACICACI INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: 3 shares; 2020Q2: 17 shares; 2020Q3: not reported; 2020Q4: 215 shares; 2021Q1: 215 shares 215$53K0.01%0Timeline
VNOVORNADO RLTY TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 315 shares; 2020Q1: 369 shares; 2020Q2: 838 shares; 2020Q3: 790 shares; 2020Q4: 615 shares; 2021Q1: 1,181 shares 1,181$53K0.01%+566Timeline
CRLCHARLES RIV LABS INTL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 95 shares; 2020Q1: 95 shares; 2020Q2: 109 shares; 2020Q3: 101 shares; 2020Q4: 144 shares; 2021Q1: 185 shares 185$53K0.01%+41Timeline
PORPORTLAND GEN ELEC COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 427 shares; 2020Q1: 446 shares; 2020Q2: 177 shares; 2020Q3: 540 shares; 2020Q4: 614 shares; 2021Q1: 1,124 shares 1,124$53K0.01%+510Timeline
FSLYFASTLY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,231 shares; 2020Q1: 1,231 shares; 2020Q2: 1,047 shares; 2020Q3: 608 shares; 2020Q4: 2,521 shares; 2021Q1: 808 shares 808$53K0.01%-1,713Timeline
PAYCPAYCOM SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 83 shares; 2020Q1: 74 shares; 2020Q2: 75 shares; 2020Q3: 68 shares; 2020Q4: 79 shares; 2021Q1: 142 shares 142$52K0.01%+63Timeline
EXCEXELON CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 810 shares; 2020Q1: 1,451 shares; 2020Q2: 1,925 shares; 2020Q3: 1,179 shares; 2020Q4: 1,197 shares; 2021Q1: 1,210 shares 1,210$52K0.01%+13Timeline
AEEAMEREN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 484 shares; 2020Q1: 541 shares; 2020Q2: 595 shares; 2020Q3: 588 shares; 2020Q4: 588 shares; 2021Q1: 640 shares 640$52K0.01%+52Timeline
WWAYFAIR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 12 shares; 2020Q1: 77 shares; 2020Q2: 99 shares; 2020Q3: 116 shares; 2020Q4: 113 shares; 2021Q1: 170 shares 170$52K0.01%+57Timeline
INTERPUBLIC GROUP COSINTERPUBLIC GROUP COSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 2,780 shares; 2020Q1: 417 shares; 2020Q2: 579 shares; 2020Q3: 1,514 shares; 2020Q4: 1,806 shares; 2021Q1: 1,809 shares 1,809$52K0.01%+3
WESTPAC BANKING CORPWESTPAC BANKING CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 573 shares; 2020Q1: 511 shares; 2020Q2: 2,662 shares; 2020Q3: 2,640 shares; 2020Q4: 2,647 shares; 2021Q1: 2,831 shares 2,831$52K0.01%+184
THUNDER BRDG ACQUISTION II LTHUNDER BRDG ACQUISTION II LQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000$52K0.01%0
EOGEOG RES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,087 shares; 2020Q1: 265 shares; 2020Q2: 562 shares; 2020Q3: 346 shares; 2020Q4: 314 shares; 2021Q1: 715 shares 715$51K0.01%+401Timeline
ITTITT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 129 shares; 2020Q1: 129 shares; 2020Q2: 200 shares; 2020Q3: 444 shares; 2020Q4: 242 shares; 2021Q1: 579 shares 579$51K0.01%+337Timeline
ROKUROKU INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 70 shares; 2020Q1: 44 shares; 2020Q2: not reported; 2020Q3: 22 shares; 2020Q4: 130 shares; 2021Q1: 157 shares 157$51K0.01%+27Timeline
FTNTFORTINET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 86 shares; 2020Q1: 106 shares; 2020Q2: 118 shares; 2020Q3: 118 shares; 2020Q4: 143 shares; 2021Q1: 286 shares 286$51K0.01%+143Timeline
BBYBEST BUY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 344 shares; 2020Q1: 365 shares; 2020Q2: 331 shares; 2020Q3: 371 shares; 2020Q4: 384 shares; 2021Q1: 451 shares 451$51K0.01%+67Timeline
MAAMID-AMER APT CMNTYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 88 shares; 2020Q1: 88 shares; 2020Q2: 88 shares; 2020Q3: 88 shares; 2020Q4: 117 shares; 2021Q1: 358 shares 358$50K0.01%+241Timeline
SCHASCHWAB STRATEGIC TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 645 shares; 2020Q1: 646 shares; 2020Q2: 648 shares; 2020Q3: 650 shares; 2020Q4: 493 shares; 2021Q1: 508 shares 508$50K0.01%+15Timeline
METMETLIFE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 1,962 shares; 2020Q1: 1,469 shares; 2020Q2: 197 shares; 2020Q3: 609 shares; 2020Q4: 847 shares; 2021Q1: 832 shares 832$50K0.01%-15Timeline
CPRTCOPART INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 63 shares; 2020Q1: 300 shares; 2020Q2: 426 shares; 2020Q3: 426 shares; 2020Q4: 613 shares; 2021Q1: 461 shares 461$50K0.01%-152Timeline
NDAQNASDAQ INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 205 shares; 2020Q1: 240 shares; 2020Q2: 310 shares; 2020Q3: 304 shares; 2020Q4: 304 shares; 2021Q1: 339 shares 339$50K0.01%+35Timeline
PEGPUBLIC SVC ENTERPRISE GROUPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 461 shares; 2020Q1: 383 shares; 2020Q2: 466 shares; 2020Q3: 796 shares; 2020Q4: 841 shares; 2021Q1: 840 shares 840$50K0.01%-1Timeline
HOLXHOLOGIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 246 shares; 2020Q1: 252 shares; 2020Q2: 476 shares; 2020Q3: 527 shares; 2020Q4: 378 shares; 2021Q1: 683 shares 683$50K0.01%+305Timeline
WLKPWESTLAKE CHEM PARTNERS LPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,051 shares; 2020Q3: 2,098 shares; 2020Q4: 2,098 shares; 2021Q1: 2,098 shares 2,098$50K0.01%0Timeline
PIVOTAL INVESTMENT CORP IIIPIVOTAL INVESTMENT CORP IIIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$50K0.01%new
TECH AND ENERGY TRANSITIONTECH AND ENERGY TRANSITIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$50K0.01%new
G SQUARED ASCEND I INCG SQUARED ASCEND I INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$50K0.01%new
KKR ACQUISITION HOLDING I C…KKR ACQUISITION HOLDING I CORP UN…Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$50K0.01%new
MBBISHARES TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 454 shares; 2021Q1: 455 shares 455$49K0.01%+1Timeline
WPMWHEATON PRECIOUS METALS CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 354 shares; 2020Q1: 353 shares; 2020Q2: 252 shares; 2020Q3: 148 shares; 2020Q4: 1,301 shares; 2021Q1: 1,301 shares 1,301$49K0.01%0Timeline
DISCOVERY INCDISCOVERY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 20 shares; 2020Q1: 90 shares; 2020Q2: 206 shares; 2020Q3: 206 shares; 2020Q4: 865 shares; 2021Q1: 1,352 shares 1,352$49K0.01%+487
E2OPEN PARENT HOLDINGS INCE2OPEN PARENT HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$49K0.01%new
NORTHERN STAR INVEST CORP IINORTHERN STAR INVEST CORP IIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$49K0.01%new
NORTHERN STAR INVEST CORP IVNORTHERN STAR INVEST CORP IVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$49K0.01%new
PONTEM CORPORATIONPONTEM CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$49K0.01%new
GIGCAPITAL4 INCGIGCAPITAL4 INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$49K0.01%new
WDCWESTERN DIGITAL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 396 shares; 2020Q1: 553 shares; 2020Q2: 416 shares; 2020Q3: 232 shares; 2020Q4: 410 shares; 2021Q1: 743 shares 743$48K0.01%+333Timeline
ETENERGY TRANSFER L PQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 35,783 shares; 2020Q1: 29,800 shares; 2020Q2: 79,800 shares; 2020Q3: 9,330 shares; 2020Q4: 6,430 shares; 2021Q1: 6,430 shares 6,430$48K0.01%0Timeline
CBL & ASSOCIATES PROPERTIES…CBL & ASSOCIATES PROPERTIES INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 360,000 shares 360,000$48K0.01%new
WCLDWISDOMTREE TRQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,564 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares 1,000$48K0.01%newTimeline
CLSCLSQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares 5,000$48K0.01%new
EXPDEXPEDITORS INTL WASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: 294 shares; 2020Q1: 295 shares; 2020Q2: 324 shares; 2020Q3: 324 shares; 2020Q4: 348 shares; 2021Q1: 438 shares 438$47K0.01%+90Timeline

Sold out in Q1 2021

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SFNCSIMMONS FIRST NATL CORP96,299$2.08Mshares
SPMDSPDR SERIES TRUST22,656$915Kshares
WPX ENERGY INCWPX ENERGY INC32,288$263Kshares
NEW RELIC INCNEW RELIC INC1,000$65Kshares
USRTISHARES TR1,218$58Kshares
XLUSELECT SECTOR SPDR TR920$57Kshares
CC NEUBERGER PRINCIPAL HLDNGCC NEUBERGER PRINCIPAL HLDNG5,000$54Kshares
IWSISHARES TR556$53Kshares
HAEHAEMONETICS CORP MASS400$47Kshares
MARVELL TECHNOLOGY GROUP LTDMARVELL TECHNOLOGY GROUP LTD926$44Kshares
SHYISHARES TR480$41Kshares
WYNDHAM DESTINATIONS INCWYNDHAM DESTINATIONS INC809$36Kshares
PARSLEY ENERGY INCPARSLEY ENERGY INC2,407$34Kshares
NVGNUVEEN AMT FREE MUN CR INC F1,925$32Kshares
JUSTGOLDMAN SACHS ETF TR501$27Kshares
TIFFANY & CO NEWTIFFANY & CO NEW203$26Kshares
Concho Resources Inc.Concho Resources Inc.355$20Kshares
CMRCCOMMERCE.COM INC200$12Kshares
FIAT CHRYSLER AUTOMOBILES NFIAT CHRYSLER AUTOMOBILES N610$11Kshares
BIOTELEMETRY INCBIOTELEMETRY INC148$10Kshares
WIWWESTERN AST INFL LKD OPP & I750$9Kshares
RWXSPDR INDEX SHS FDS284$9Kshares
APACHE CORPAPACHE CORP494$7Kshares
AVNSAVANOS MED INC125$5Kshares
NATIONAL GEN HLDGS CORPNATIONAL GEN HLDGS CORP164$5Kshares
MANAGED PORTFOLIO SERIESMANAGED PORTFOLIO SERIES306$5Kshares
IJRISHARES TR44$4Kshares
CNOOC LIMITEDCNOOC LIMITED34$3Kshares
FTCHQFARFETCH LTD ORD SH CL A (CYM)50$3Kshares
ACACIA COMMUNICATIONS INCACACIA COMMUNICATIONS INC46$3Kshares
VIRTUSA CORPVIRTUSA CORP58$2Kshares
ATNIATN INTL INC69$2Kshares
QUOTIENT TECHNOLOGY INCQUOTIENT TECHNOLOGY INC239$2Kshares
VSSVANGUARD INTL EQUITY INDEX F16$1Kshares
TKCTURKCELL ILETISIM216$1Kshares
CHINA MOBILE LIMITEDCHINA MOBILE LIMITED58$1Kshares
PICO HLDGS INCPICO HLDGS INC141$1Kshares
EMBISHARES TR7$0shares
IMVTIMMUNOVANT INC5$0shares
CNXNPC CONNECTION INC5$0shares
CBUCOMMUNITY FINANCIAL SYSTEM I0$0shares
KOSKOSMOS ENERGY LTD0$0shares
PBTPERMIAN BASIN RTY TR0$0shares
BWINTHE BALDWIN INSURANCE GRP IN15$0shares
MZTIMARZETTI COMPANY0$0shares
MDUMDU RES GROUP INC13$0shares
COMPANHIA BRASILEIRA DE DIS…COMPANHIA BRASILEIRA DE DISTRI0$0shares
LOBLIVE OAK BANCSHARES INC6$0shares
AMC ENTMT HLDGS INCAMC ENTMT HLDGS INC119$0shares
SINA CORPSINA CORP8$0shares
OSBCOLD SECOND BANCORP INC DEL41$0shares
ORRFORRSTOWN FINL SVCS INC23$0shares
PKBKPARKE BANCORP INC21$0shares
CMCLCALEDONIA MNG CORP0$0shares
FCBCFIRST CMNTY BANKSHARES INC V17$0shares
CASSCASS INFORMATION SYS INC7$0shares
IEPICAHN ENTERPRISES LP0$0shares
NEENAH PAPER INCNEENAH PAPER INC10$0shares
STKLSUNOPTA INC0$0shares
GLOBALSTAR INCGLOBALSTAR INC2,280$0shares
EVO PMTS INCEVO PMTS INC8$0shares
CHINA INDEX HLDGS LTDCHINA INDEX HLDGS LTD92$0shares
CHINA UNICOM HONG KONGCHINA UNICOM HONG KONG54$0shares
MMA Capital Management LLCMMA Capital Management LLC0$0shares
CHINA EASTN AIRLS LTDCHINA EASTN AIRLS LTD16$0shares
PAE INCPAE INC20$0shares
FITBIT INCFITBIT INC41$0shares
SCORPIO BULKERS INCSCORPIO BULKERS INC0$0shares
STRONGBRIDGE BIOPHARMA PLCSTRONGBRIDGE BIOPHARMA PLC360$0shares

How Q1 2021 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000909012-21-000076 base2021-05-11acceptance time not in the bulk data set