BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 563,435 shares; 2021Q1: 560,308 shares 560,308 $143M 17.16% -3,127 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,930,408 shares; 2021Q1: 2,851,838 shares 2,851,838 $91.5M 10.97% -78,570 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,302,506 shares 2,302,506 $83.9M 10.06% new Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,400 shares; 2021Q1: 14,200 shares 14,200 $54.8M 6.57% -200 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 710,212 shares; 2021Q1: 683,243 shares 683,243 $46.5M 5.57% -26,969 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 288,278 shares; 2021Q1: 286,715 shares 286,715 $42.2M 5.06% -1,563 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 338,317 shares; 2021Q1: 341,191 shares 341,191 $32.8M 3.93% +2,874 Timeline PXF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 688,850 shares; 2021Q1: 649,720 shares 649,720 $30M 3.6% -39,130 Timeline SWEDISH EXPT CR CORP SWEDISH EXPT CR CORP More: the full row for SWEDISH EXPT CR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,670,812 shares; 2021Q1: 4,614,453 shares 4,614,453 $25.3M 3.04% -56,359 AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 162,992 shares; 2021Q1: 170,753 shares 170,753 $20.9M 2.5% +7,761 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 73,007 shares; 2021Q1: 85,692 shares 85,692 $11.4M 1.36% +12,685 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,321 shares; 2021Q1: 44,813 shares 44,813 $10.6M 1.27% -508 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,455 shares; 2021Q1: 45,191 shares 45,191 $10.1M 1.21% +736 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,335 shares; 2021Q1: 2,057 shares 2,057 $6.37M 0.76% -278 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 35,887 shares; 2021Q1: 41,022 shares 41,022 $6.25M 0.75% +5,135 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,318 shares; 2021Q1: 44,764 shares 44,764 $6.06M 0.73% +5,446 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,729 shares; 2021Q1: 26,240 shares 26,240 $4.9M 0.59% -489 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 31,896 shares; 2021Q1: 35,458 shares 35,458 $4.71M 0.56% +3,562 Timeline GEF GREIF INC More: the full row for GREIF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 82,073 shares 82,073 $4.68M 0.56% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,612 shares; 2021Q1: 11,032 shares 11,032 $4.37M 0.52% -17,580 Timeline OUTSET MEDICAL INC OUTSET MEDICAL INC More: the full row for OUTSET MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 75,946 shares 75,946 $4.09M 0.49% new IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,148 shares; 2021Q1: 9,812 shares 9,812 $3.9M 0.47% -336 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,810 shares; 2021Q1: 68,414 shares 68,414 $3.54M 0.42% -1,396 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,319 shares; 2021Q1: 41,610 shares 41,610 $3.21M 0.38% -709 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,639 shares; 2021Q1: 13,887 shares 13,887 $3.07M 0.37% -752 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 57,171 shares; 2021Q1: 57,998 shares 57,998 $3.06M 0.37% +827 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 45,070 shares; 2021Q1: 46,778 shares 46,778 $2.99M 0.36% +1,708 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 47,340 shares; 2021Q1: 47,398 shares 47,398 $2.99M 0.36% +58 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,558 shares; 2021Q1: 26,455 shares 26,455 $2.89M 0.35% +897 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 84,824 shares; 2021Q1: 82,420 shares 82,420 $2.81M 0.34% -2,404 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,899 shares; 2021Q1: 7,330 shares 7,330 $2.73M 0.33% +431 Timeline FRME FIRST MERCHANTS CORP More: the full row for FIRST MERCHANTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 67,088 shares; 2021Q1: 57,098 shares 57,098 $2.65M 0.32% -9,990 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 86,637 shares; 2021Q1: 87,136 shares 87,136 $2.64M 0.32% +499 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,490 shares; 2021Q1: 13,600 shares 13,600 $2.51M 0.3% -890 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,362 shares; 2021Q1: 24,047 shares 24,047 $2.37M 0.28% +685 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,916 shares; 2021Q1: 7,707 shares 7,707 $2.35M 0.28% +791 Timeline CVCO CAVCO INDS INC DEL More: the full row for CAVCO INDS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,567 shares; 2021Q1: 9,782 shares 9,782 $2.21M 0.26% -9,785 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,759 shares 9,759 $2.18M 0.26% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 396 shares; 2021Q1: 2,911 shares 2,911 $2.15M 0.26% +2,515 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,920 shares; 2021Q1: 15,797 shares 15,797 $2.15M 0.26% -1,123 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,994 shares; 2021Q1: 41,904 shares 41,904 $2.14M 0.26% +22,910 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,734 shares; 2021Q1: 6,466 shares 6,466 $2.14M 0.26% -1,268 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,005 shares; 2021Q1: 17,940 shares 17,940 $2.09M 0.25% -1,065 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,540 shares; 2021Q1: 18,854 shares 18,854 $2.04M 0.24% -686 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,176 shares; 2021Q1: 27,691 shares 27,691 $2.03M 0.24% +515 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 848 shares; 2021Q1: 976 shares 976 $2.02M 0.24% +128 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 26,773 shares; 2021Q1: 28,352 shares 28,352 $1.99M 0.24% +1,579 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,524 shares; 2021Q1: 14,489 shares 14,489 $1.93M 0.23% -35 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,504 shares; 2021Q1: 10,179 shares 10,179 $1.92M 0.23% -325 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,477 shares; 2021Q1: 7,866 shares 7,866 $1.88M 0.23% +1,389 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,289 shares; 2021Q1: 11,101 shares 11,101 $1.87M 0.22% +812 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,550 shares; 2021Q1: 8,298 shares 8,298 $1.86M 0.22% -252 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,391 shares; 2021Q1: 5,016 shares 5,016 $1.85M 0.22% +625 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,854 shares; 2021Q1: 4,826 shares 4,826 $1.85M 0.22% -28 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,492 shares; 2021Q1: 11,209 shares 11,209 $1.84M 0.22% +717 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 29,429 shares; 2021Q1: 22,589 shares 22,589 $1.84M 0.22% -6,840 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,507 shares; 2021Q1: 10,488 shares 10,488 $1.8M 0.22% -19 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,569 shares; 2021Q1: 10,615 shares 10,615 $1.76M 0.21% +46 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,745 shares; 2021Q1: 6,750 shares 6,750 $1.75M 0.21% +5 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 34,380 shares 34,380 $1.75M 0.21% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,080 shares; 2021Q1: 28,260 shares 28,260 $1.73M 0.21% +3,180 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,500 shares; 2021Q1: 2,282 shares 2,282 $1.72M 0.21% -218 ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,500 shares; 2021Q1: 7,755 shares 7,755 $1.72M 0.21% +255 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,337 shares; 2021Q1: 14,451 shares 14,451 $1.66M 0.2% +2,114 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,315 shares; 2021Q1: 20,994 shares 20,994 $1.65M 0.2% +679 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,314 shares; 2021Q1: 21,542 shares 21,542 $1.64M 0.2% +3,228 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,082 shares; 2021Q1: 11,555 shares 11,555 $1.63M 0.2% -527 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,329 shares; 2021Q1: 5,423 shares 5,423 $1.62M 0.19% +94 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,150 shares; 2021Q1: 3,374 shares 3,374 $1.6M 0.19% +224 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,435 shares; 2021Q1: 21,115 shares 21,115 $1.6M 0.19% -320 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,343 shares; 2021Q1: 4,515 shares 4,515 $1.59M 0.19% +172 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,361 shares; 2021Q1: 15,304 shares 15,304 $1.56M 0.19% -57 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,513 shares; 2021Q1: 6,167 shares 6,167 $1.5M 0.18% +654 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 41,856 shares 41,856 $1.49M 0.18% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,285 shares; 2021Q1: 40,400 shares 40,400 $1.46M 0.18% -1,885 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 622 shares; 2021Q1: 648 shares 648 $1.34M 0.16% +26 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 19,638 shares 19,638 $1.33M 0.16% new Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,537 shares; 2021Q1: 7,531 shares 7,531 $1.33M 0.16% -1,006 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,517 shares; 2021Q1: 12,145 shares 12,145 $1.32M 0.16% -2,372 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,921 shares; 2021Q1: 5,306 shares 5,306 $1.31M 0.16% +385 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,557 shares; 2021Q1: 23,999 shares 23,999 $1.29M 0.16% +7,442 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,535 shares; 2021Q1: 12,327 shares 12,327 $1.29M 0.15% +792 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,970 shares; 2021Q1: 4,970 shares 4,970 $1.24M 0.15% +3,000 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,611 shares; 2021Q1: 20,876 shares 20,876 $1.22M 0.15% +265 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,992 shares; 2021Q1: 77,266 shares 77,266 $1.22M 0.15% -15,726 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,743 shares; 2021Q1: 8,912 shares 8,912 $1.18M 0.14% -831 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 238 shares; 2021Q1: 241 shares 241 $1.14M 0.14% +3 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 967 shares; 2021Q1: 967 shares 967 $1.12M 0.13% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,724 shares; 2021Q1: 8,177 shares 8,177 $1.09M 0.13% +453 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 71,126 shares; 2021Q1: 14,218 shares 14,218 $1.08M 0.13% -56,908 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,017 shares; 2021Q1: 5,795 shares 5,795 $1.06M 0.13% -222 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,275 shares; 2021Q1: 2,737 shares 2,737 $997K 0.12% +462 Timeline WOR WORTHINGTON ENTERPRISES INC More: the full row for WORTHINGTON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,283 shares; 2021Q1: 14,826 shares 14,826 $995K 0.12% +3,543 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,094 shares 2,094 $956K 0.11% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,843 shares; 2021Q1: 5,822 shares 5,822 $956K 0.11% -2,021 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,231 shares; 2021Q1: 13,634 shares 13,634 $931K 0.11% +1,403 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,788 shares; 2021Q1: 5,542 shares 5,542 $918K 0.11% +754 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,324 shares; 2021Q1: 7,236 shares 7,236 $908K 0.11% -88 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,427 shares; 2021Q1: 9,427 shares 9,427 $895K 0.11% 0 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,525 shares; 2021Q1: 6,203 shares 6,203 $877K 0.11% +678 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 968 shares; 2021Q1: 1,618 shares 1,618 $864K 0.1% +650 Timeline PRF INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,975 shares; 2021Q1: 5,649 shares 5,649 $857K 0.1% +674 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,856 shares; 2021Q1: 13,168 shares 13,168 $848K 0.1% +1,312 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,476 shares; 2021Q1: 3,973 shares 3,973 $841K 0.1% -2,503 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,931 shares; 2021Q1: 1,914 shares 1,914 $803K 0.1% -17 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,161 shares; 2021Q1: 15,841 shares 15,841 $777K 0.09% +2,680 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,093 shares; 2021Q1: 7,293 shares 7,293 $752K 0.09% +200 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,338 shares; 2021Q1: 3,038 shares 3,038 $744K 0.09% +700 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,905 shares; 2021Q1: 4,592 shares 4,592 $735K 0.09% +687 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,192 shares; 2021Q1: 18,208 shares 18,208 $711K 0.09% -984 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,826 shares; 2021Q1: 2,808 shares 2,808 $682K 0.08% +982 Timeline OVBC OHIO VY BANC CORP More: the full row for OHIO VY BANC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,895 shares; 2021Q1: 30,895 shares 30,895 $664K 0.08% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,705 shares; 2021Q1: 1,779 shares 1,779 $654K 0.08% +74 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,409 shares 8,409 $650K 0.08% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,575 shares; 2021Q1: 11,246 shares 11,246 $628K 0.08% +2,671 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,944 shares; 2021Q1: 4,550 shares 4,550 $598K 0.07% +606 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,985 shares; 2021Q1: 1,985 shares 1,985 $596K 0.07% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,129 shares; 2021Q1: 11,027 shares 11,027 $588K 0.07% +2,898 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,775 shares 1,775 $570K 0.07% new Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 28,023 shares; 2021Q1: 28,028 shares 28,028 $568K 0.07% +5 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,435 shares; 2021Q1: 14,165 shares 14,165 $559K 0.07% +730 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,623 shares; 2021Q1: 7,046 shares 7,046 $555K 0.07% +2,423 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,375 shares; 2021Q1: 1,873 shares 1,873 $552K 0.07% -502 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 635 shares; 2021Q1: 827 shares 827 $552K 0.07% +192 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,700 shares; 2021Q1: 5,700 shares 5,700 $542K 0.06% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,500 shares 5,500 $535K 0.06% new Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,492 shares 2,492 $528K 0.06% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,514 shares 2,514 $520K 0.06% new Timeline IBP INSTALLED BLDG PRODS INC More: the full row for INSTALLED BLDG PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,561 shares; 2021Q1: 4,561 shares 4,561 $506K 0.06% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,949 shares; 2021Q1: 15,366 shares 15,366 $488K 0.06% -583 Timeline DUSA DAVIS FUNDAMENTAL ETF TR More: the full row for DAVIS FUNDAMENTAL ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,253 shares; 2021Q1: 14,253 shares 14,253 $470K 0.06% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,200 shares 1,200 $461K 0.06% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,477 shares; 2021Q1: 7,826 shares 7,826 $455K 0.05% +349 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 418 shares; 2021Q1: 406 shares 406 $449K 0.05% -12 Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,615 shares 3,615 $448K 0.05% new ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,176 shares; 2021Q1: 3,730 shares 3,730 $447K 0.05% -446 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,838 shares; 2021Q1: 8,956 shares 8,956 $440K 0.05% +4,118 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,983 shares; 2021Q1: 9,100 shares 9,100 $439K 0.05% +117 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,460 shares; 2021Q1: 1,460 shares 1,460 $439K 0.05% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,000 shares; 2021Q1: 2,250 shares 2,250 $437K 0.05% -750 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,948 shares; 2021Q1: 7,823 shares 7,823 $423K 0.05% +2,875 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,605 shares; 2021Q1: 2,559 shares 2,559 $420K 0.05% -46 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 11,574 shares 11,574 $417K 0.05% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,090 shares; 2021Q1: 5,673 shares 5,673 $413K 0.05% -417 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,700 shares 2,700 $412K 0.05% new Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,366 shares; 2021Q1: 10,603 shares 10,603 $410K 0.05% -11,763 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,309 shares 1,309 $401K 0.05% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,686 shares 1,686 $399K 0.05% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,046 shares; 2021Q1: 5,972 shares 5,972 $390K 0.05% -74 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,559 shares; 2021Q1: 1,503 shares 1,503 $383K 0.05% -56 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,560 shares; 2021Q1: 2,060 shares 2,060 $380K 0.05% -1,500 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 920 shares; 2021Q1: 716 shares 716 $374K 0.04% -204 Timeline WSBC WESBANCO INC More: the full row for WESBANCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,308 shares; 2021Q1: 10,308 shares 10,308 $372K 0.04% 0 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,039 shares; 2021Q1: 28,150 shares 28,150 $370K 0.04% +3,111 BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,770 shares; 2021Q1: 1,620 shares 1,620 $367K 0.04% -150 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 15,376 shares 15,376 $358K 0.04% new Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,886 shares; 2021Q1: 4,599 shares 4,599 $343K 0.04% -9,287 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,135 shares; 2021Q1: 3,135 shares 3,135 $339K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,076 shares; 2021Q1: 3,927 shares 3,927 $333K 0.04% -149 Timeline EQL ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares 3,500 $328K 0.04% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,618 shares; 2021Q1: 1,618 shares 1,618 $326K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 863 shares; 2021Q1: 1,328 shares 1,328 $323K 0.04% +465 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,489 shares; 2021Q1: 3,489 shares 3,489 $319K 0.04% +1,000 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,024 shares; 2021Q1: 2,220 shares 2,220 $316K 0.04% +196 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,771 shares; 2021Q1: 2,256 shares 2,256 $314K 0.04% -7,515 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,746 shares 4,746 $309K 0.04% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,301 shares; 2021Q1: 1,301 shares 1,301 $309K 0.04% 0 Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,479 shares; 2021Q1: 12,879 shares 12,879 $309K 0.04% -600 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 495 shares 495 $306K 0.04% new Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,591 shares; 2021Q1: 3,235 shares 3,235 $301K 0.04% +644 Timeline MHO M/I HOMES INC More: the full row for M/I HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,562 shares; 2021Q1: 5,084 shares 5,084 $300K 0.04% -478 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 905 shares; 2021Q1: 930 shares 930 $297K 0.04% +25 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 245 shares 245 $296K 0.04% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,964 shares 4,964 $295K 0.04% new Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,010 shares; 2021Q1: 1,010 shares 1,010 $294K 0.04% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,927 shares; 2021Q1: 1,927 shares 1,927 $292K 0.04% 0 Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,135 shares; 2021Q1: 3,925 shares 3,925 $290K 0.03% -210 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,302 shares; 2021Q1: 2,204 shares 2,204 $283K 0.03% -98 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,237 shares 1,237 $278K 0.03% new Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,250 shares 1,250 $276K 0.03% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 543 shares 543 $272K 0.03% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,738 shares; 2021Q1: 5,225 shares 5,225 $272K 0.03% +487 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,262 shares; 2021Q1: 7,262 shares 7,262 $272K 0.03% 0 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,992 shares; 2021Q1: 4,867 shares 4,867 $272K 0.03% -125 ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,674 shares; 2021Q1: 1,609 shares 1,609 $272K 0.03% -65 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,650 shares; 2021Q1: 2,650 shares 2,650 $271K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,899 shares; 2021Q1: 4,426 shares 4,426 $269K 0.03% -1,473 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 449 shares 449 $267K 0.03% new HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,449 shares; 2021Q1: 16,911 shares 16,911 $266K 0.03% -538 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,050 shares; 2021Q1: 1,050 shares 1,050 $261K 0.03% 0 Timeline HOMB HOME BANCSHARES INC More: the full row for HOME BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,566 shares 9,566 $259K 0.03% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,277 shares 1,277 $253K 0.03% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,371 shares; 2021Q1: 1,310 shares 1,310 $252K 0.03% -61 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,332 shares; 2021Q1: 2,036 shares 2,036 $240K 0.03% -296 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,254 shares 1,254 $236K 0.03% new Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,575 shares 4,575 $236K 0.03% new Timeline CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 7,373 shares 7,373 $236K 0.03% new FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 807 shares 807 $229K 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,889 shares 1,889 $225K 0.03% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,859 shares 4,859 $225K 0.03% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 598 shares 598 $224K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 809 shares 809 $223K 0.03% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 671 shares; 2021Q1: 676 shares 676 $223K 0.03% +5 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,859 shares 2,859 $222K 0.03% new Timeline MNA NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,687 shares; 2021Q1: 6,687 shares 6,687 $220K 0.03% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,947 shares 3,947 $218K 0.03% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,525 shares 2,525 $216K 0.03% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,804 shares 1,804 $213K 0.03% new Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,854 shares; 2021Q1: 4,854 shares 4,854 $212K 0.03% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 455 shares 455 $211K 0.03% new Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,343 shares 2,343 $211K 0.03% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,630 shares 1,630 $210K 0.03% new Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,753 shares 1,753 $207K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 771 shares 771 $207K 0.02% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,849 shares 1,849 $206K 0.02% new Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,015 shares 2,015 $201K 0.02% new Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10,853 shares 10,853 $176K 0.02% new ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,637 shares; 2021Q1: 17,637 shares 17,637 $135K 0.02% -1,000 Timeline ARCO ARCOS DORADOS HLDGS INC More: the full row for ARCOS DORADOS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 26,073 shares 26,073 $133K 0.02% new Timeline CGEN COMPUGEN LTD More: the full row for COMPUGEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $86K 0.01% 0 Timeline GSM FERROGLOBE PLC More: the full row for FERROGLOBE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 20,636 shares; 2021Q1: 20,636 shares 20,636 $78K 0.01% 0 Timeline DRIVE SHACK INC DRIVE SHACK INC More: the full row for DRIVE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 17,500 shares; 2021Q1: 23,700 shares 23,700 $76K 0.01% +6,200 SUNDIAL GROWERS INC SUNDIAL GROWERS INC More: the full row for SUNDIAL GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 25,575 shares 25,575 $29K <0.01% new