VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 4,554 shares; 2022Q3: 2,476 shares; 2022Q4: 2,082 shares; 2023Q1: 1,248 shares 1,248 $28.6K <0.01% -834 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,052 shares; 2022Q3: 2,052 shares; 2022Q4: not reported; 2023Q1: 300 shares 300 $28.1K <0.01% new Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,190 shares; 2022Q3: 970 shares; 2022Q4: 930 shares; 2023Q1: 250 shares 250 $28K <0.01% -680 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares 5,000 $27.9K <0.01% 0 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares 5,000 $27.9K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $27.8K <0.01% 0 Timeline INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,735 shares 2,735 $27.7K <0.01% new TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 750 shares; 2022Q4: 750 shares; 2023Q1: 750 shares 750 $27.4K <0.01% 0 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 430 shares 430 $27.3K <0.01% new Timeline PIMCO NEW YORK MUN INCM PIMCO NEW YORK MUN INCM More: the full row for PIMCO NEW YORK MUN INCM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 4,186 shares; 2022Q3: 4,186 shares; 2022Q4: 4,186 shares; 2023Q1: 4,186 shares 4,186 $27K <0.01% 0 BHB BAR HBR BANKSHARES More: the full row for BAR HBR BANKSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,604 shares; 2022Q3: 1,009 shares; 2022Q4: 1,009 shares; 2023Q1: 1,009 shares 1,009 $26.7K <0.01% 0 Timeline XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,378 shares; 2022Q3: 2,378 shares; 2022Q4: 2,378 shares; 2023Q1: 2,378 shares 2,378 $26.4K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 379 shares; 2022Q3: 293 shares; 2022Q4: 170 shares; 2023Q1: 283 shares 283 $26.3K <0.01% +113 Timeline LEDS SEMILEDS CORP More: the full row for SEMILEDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 12,260 shares; 2022Q3: 12,260 shares; 2022Q4: 12,260 shares; 2023Q1: 12,260 shares 12,260 $26.2K <0.01% 0 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 357 shares 357 $26.2K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 871 shares; 2022Q3: 421 shares; 2022Q4: 381 shares; 2023Q1: 381 shares 381 $26.2K <0.01% 0 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 235 shares; 2022Q3: 225 shares; 2022Q4: 163 shares; 2023Q1: 148 shares 148 $26K <0.01% -15 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 751 shares; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares 167 $25.2K <0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 650 shares; 2022Q4: 650 shares; 2023Q1: 1,206 shares 1,206 $25.1K <0.01% +556 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 571 shares; 2022Q3: 321 shares; 2022Q4: 220 shares; 2023Q1: 217 shares 217 $24.9K <0.01% -3 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 650 shares; 2023Q1: 650 shares 650 $24.8K <0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,841 shares; 2022Q3: 821 shares; 2022Q4: 821 shares; 2023Q1: 664 shares 664 $24.7K <0.01% -157 VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 395 shares 395 $24.5K <0.01% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 480 shares; 2022Q3: 480 shares; 2022Q4: 480 shares; 2023Q1: 480 shares 480 $24.2K <0.01% 0 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,140 shares; 2022Q3: 790 shares; 2022Q4: 490 shares; 2023Q1: 490 shares 490 $24.1K <0.01% 0 Timeline ACHC ACADIA HEALTHCARE COMPANY IN More: the full row for ACADIA HEALTHCARE COMPANY IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 246 shares; 2022Q3: 246 shares; 2022Q4: 331 shares; 2023Q1: 331 shares 331 $23.9K <0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 137 shares; 2022Q4: 337 shares; 2023Q1: 337 shares 337 $23.8K <0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 165 shares; 2022Q3: 170 shares; 2022Q4: 165 shares; 2023Q1: 165 shares 165 $23.7K <0.01% 0 Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $23.6K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 313 shares; 2022Q3: 313 shares; 2022Q4: 101 shares; 2023Q1: 74 shares 74 $23.5K <0.01% -27 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 66 shares; 2022Q3: 66 shares; 2022Q4: 101 shares; 2023Q1: 101 shares 101 $23.5K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 105 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $23.2K <0.01% 0 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 461 shares 461 $23K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 511 shares; 2022Q3: 488 shares; 2022Q4: 456 shares; 2023Q1: 456 shares 456 $23K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 375 shares; 2022Q3: 383 shares; 2022Q4: 375 shares; 2023Q1: 375 shares 375 $22.9K <0.01% 0 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 654 shares; 2022Q4: 600 shares; 2023Q1: 600 shares 600 $22.5K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 134 shares; 2022Q3: 66 shares; 2022Q4: 71 shares; 2023Q1: 40 shares 40 $22.4K <0.01% -31 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 154 shares; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 154 shares 154 $22.3K <0.01% 0 Timeline SEE SEALED AIR CORP NEW More: the full row for SEALED AIR CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 856 shares; 2022Q3: 856 shares; 2022Q4: 856 shares; 2023Q1: 484 shares 484 $22.2K <0.01% -372 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,304 shares; 2022Q3: 2,317 shares; 2022Q4: 1,000 shares; 2023Q1: 500 shares 500 $22.2K <0.01% -500 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 503 shares; 2022Q3: 638 shares; 2022Q4: 503 shares; 2023Q1: 300 shares 300 $22.2K <0.01% -203 Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,227 shares; 2022Q3: 1,227 shares; 2022Q4: 1,227 shares; 2023Q1: 1,227 shares 1,227 $22.1K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 335 shares; 2022Q4: 158 shares; 2023Q1: 158 shares 158 $22.1K <0.01% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 97 shares; 2022Q3: 97 shares; 2022Q4: 217 shares; 2023Q1: 217 shares 217 $21.6K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $21.6K <0.01% 0 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares 1,500 $21.6K <0.01% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,074 shares; 2022Q3: 947 shares; 2022Q4: 679 shares; 2023Q1: 679 shares 679 $21.6K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 13 shares; 2022Q3: 80 shares; 2022Q4: 72 shares; 2023Q1: 61 shares 61 $21K <0.01% -11 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 312 shares; 2022Q3: 316 shares; 2022Q4: 312 shares; 2023Q1: 267 shares 267 $21K <0.01% -45 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 975 shares; 2022Q3: 975 shares; 2022Q4: 675 shares; 2023Q1: 675 shares 675 $21K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $20.9K <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 750 shares; 2022Q3: 803 shares; 2022Q4: 500 shares; 2023Q1: 775 shares 775 $20.6K <0.01% +275 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 261 shares; 2022Q3: 480 shares; 2022Q4: 396 shares; 2023Q1: 375 shares 375 $20.5K <0.01% -21 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 850 shares; 2022Q3: 850 shares; 2022Q4: 850 shares; 2023Q1: 850 shares 850 $20.5K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 213 shares; 2023Q1: 213 shares 213 $19.7K <0.01% 0 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 962 shares; 2022Q3: 725 shares; 2022Q4: 635 shares; 2023Q1: 230 shares 230 $19.7K <0.01% -405 SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 302 shares; 2023Q1: 302 shares 302 $19.7K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 155 shares; 2022Q3: 341 shares; 2022Q4: 155 shares; 2023Q1: 155 shares 155 $19.6K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $19.5K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 47 shares; 2022Q3: 47 shares; 2022Q4: 92 shares; 2023Q1: 92 shares 92 $18.9K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,405 shares; 2022Q3: 2,405 shares; 2022Q4: 2,405 shares; 2023Q1: 2,405 shares 2,405 $18.8K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,135 shares; 2022Q3: 1,570 shares; 2022Q4: 1,670 shares; 2023Q1: 1,270 shares 1,270 $18.7K <0.01% -400 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 564 shares; 2022Q3: 193 shares; 2022Q4: 35 shares; 2023Q1: 170 shares 170 $18.5K <0.01% +135 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 143 shares; 2022Q3: 167 shares; 2022Q4: not reported; 2023Q1: 600 shares 600 $18.2K <0.01% new Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $17.9K <0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $17.7K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 687 shares; 2022Q3: 687 shares; 2022Q4: 687 shares; 2023Q1: 687 shares 687 $17.6K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $17.5K <0.01% 0 Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 279 shares; 2022Q4: 276 shares; 2023Q1: 166 shares 166 $17.4K <0.01% -110 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,001 shares; 2022Q3: 775 shares; 2022Q4: 663 shares; 2023Q1: 617 shares 617 $17.4K <0.01% -46 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 625 shares; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares 625 $17K <0.01% 0 ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 39 shares; 2022Q3: 34 shares; 2022Q4: 31 shares; 2023Q1: 31 shares 31 $16.9K <0.01% 0 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 393 shares; 2022Q3: 393 shares; 2022Q4: 334 shares; 2023Q1: 312 shares 312 $16.9K <0.01% -22 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 285 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $16.6K <0.01% 0 Timeline MAXEON SOLAR TECHNOLOGIES LT MAXEON SOLAR TECHNOLOGIES LT More: the full row for MAXEON SOLAR TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 625 shares; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares 625 $16.6K <0.01% 0 SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 513 shares; 2023Q1: 513 shares 513 $16.5K <0.01% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 286 shares; 2022Q4: 258 shares; 2023Q1: 50 shares 50 $16.4K <0.01% -208 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 39 shares; 2022Q3: 91 shares; 2022Q4: 64 shares; 2023Q1: 64 shares 64 $16.4K <0.01% 0 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 34 shares; 2022Q3: 34 shares; 2022Q4: 49 shares; 2023Q1: 34 shares 34 $16.3K <0.01% -15 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 135 shares; 2022Q3: 135 shares; 2022Q4: 98 shares; 2023Q1: 253 shares 253 $16K <0.01% +155 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $15.8K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 65 shares; 2022Q3: 65 shares; 2022Q4: 65 shares; 2023Q1: 65 shares 65 $15.7K <0.01% 0 Timeline IART INTEGRA LIFESCIENCES HLDGS C More: the full row for INTEGRA LIFESCIENCES HLDGS C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 3,157 shares; 2022Q3: 1,299 shares; 2022Q4: 1,299 shares; 2023Q1: 274 shares 274 $15.7K <0.01% -1,025 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,001 shares; 2022Q3: 791 shares; 2022Q4: 791 shares; 2023Q1: 791 shares 791 $15.4K <0.01% 0 Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 5,700 shares; 2022Q3: 5,700 shares; 2022Q4: 5,700 shares; 2023Q1: 5,700 shares 5,700 $15.4K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 231 shares; 2022Q3: 231 shares; 2022Q4: 231 shares; 2023Q1: 231 shares 231 $15.4K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares 5,000 $15.2K <0.01% 0 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 325 shares; 2022Q3: 325 shares; 2022Q4: 325 shares; 2023Q1: 325 shares 325 $15.1K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,082 shares; 2022Q3: 1,014 shares; 2022Q4: 510 shares; 2023Q1: 356 shares 356 $14.9K <0.01% -154 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 26 shares; 2022Q3: 107 shares; 2022Q4: 81 shares; 2023Q1: 81 shares 81 $14.4K <0.01% 0 Timeline SBIO ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 775 shares; 2022Q3: 566 shares; 2022Q4: 566 shares; 2023Q1: 516 shares 516 $14K <0.01% -50 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: 275 shares; 2023Q1: 275 shares 275 $14K <0.01% 0 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $13.9K <0.01% 0 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $13.9K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $13.9K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,543 shares; 2022Q3: 3,503 shares; 2022Q4: 145 shares; 2023Q1: 145 shares 145 $13.7K <0.01% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 3,786 shares; 2022Q3: 1,236 shares; 2022Q4: 383 shares; 2023Q1: 400 shares 400 $13.6K <0.01% +17 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 93 shares; 2022Q3: 93 shares; 2022Q4: 93 shares; 2023Q1: 93 shares 93 $13.5K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 608 shares; 2022Q3: 248 shares; 2022Q4: 248 shares; 2023Q1: 248 shares 248 $13.5K <0.01% 0 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,539 shares; 2022Q3: 1,539 shares; 2022Q4: 1,539 shares; 2023Q1: 1,539 shares 1,539 $13.2K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 367 shares; 2023Q1: 367 shares 367 $13.1K <0.01% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 275 shares; 2023Q1: 360 shares 360 $13K <0.01% +85 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 368 shares; 2022Q4: 1,129 shares; 2023Q1: 265 shares 265 $12.9K <0.01% -864 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 402 shares; 2022Q3: 402 shares; 2022Q4: 402 shares; 2023Q1: 402 shares 402 $12.7K <0.01% 0 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,300 shares; 2022Q3: 1,300 shares; 2022Q4: 1,300 shares; 2023Q1: 1,300 shares 1,300 $12.6K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 125 shares; 2022Q3: 141 shares; 2022Q4: 131 shares; 2023Q1: 122 shares 122 $12.3K <0.01% -9 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 359 shares; 2022Q3: 359 shares; 2022Q4: 359 shares; 2023Q1: 359 shares 359 $12.3K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 110 shares; 2023Q1: 110 shares 110 $12.2K <0.01% 0 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,500 shares; 2022Q3: 2,500 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares 2,500 $12.2K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 229 shares; 2022Q4: 229 shares; 2023Q1: 229 shares 229 $12.1K <0.01% 0 Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 500 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares 300 $12K <0.01% new VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 872 shares; 2022Q3: 906 shares; 2022Q4: 106 shares; 2023Q1: 109 shares 109 $11.9K <0.01% +3 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 189 shares; 2022Q3: 189 shares; 2022Q4: 189 shares; 2023Q1: 189 shares 189 $11.8K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $11.7K <0.01% 0 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 450 shares 450 $11.7K <0.01% new Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,050 shares; 2022Q3: 1,050 shares; 2022Q4: 1,050 shares; 2023Q1: 1,050 shares 1,050 $11.6K <0.01% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 150 shares; 2022Q4: not reported; 2023Q1: 500 shares 500 $11.5K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 25 shares; 2022Q3: 70 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $11.2K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 171 shares; 2023Q1: 171 shares 171 $11.2K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 47 shares; 2022Q4: 28 shares; 2023Q1: 28 shares 28 $11.2K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $10.8K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 770 shares; 2022Q3: 498 shares; 2022Q4: 470 shares; 2023Q1: 470 shares 470 $10.3K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $10.3K <0.01% 0 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares 500 $10.3K <0.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $10.2K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 248 shares; 2022Q3: 64 shares; 2022Q4: 64 shares; 2023Q1: 50 shares 50 $10.1K <0.01% -14 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 57 shares; 2023Q1: 114 shares 114 $10.1K <0.01% +57 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 420 shares; 2022Q3: 420 shares; 2022Q4: 420 shares; 2023Q1: 420 shares 420 $10.1K <0.01% 0 UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 176 shares; 2022Q3: 176 shares; 2022Q4: 176 shares; 2023Q1: 176 shares 176 $10K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $10K <0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,870 shares; 2022Q3: 991 shares; 2022Q4: 543 shares; 2023Q1: 186 shares 186 $9.95K <0.01% -357 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 70 shares; 2022Q3: 438 shares; 2022Q4: 520 shares; 2023Q1: 70 shares 70 $9.81K <0.01% -450 Timeline EEMS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 194 shares; 2022Q3: 194 shares; 2022Q4: 194 shares; 2023Q1: 194 shares 194 $9.77K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares 175 $9.72K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 125 shares 125 $9.7K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 61 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $9.58K <0.01% 0 Timeline SMARTSHEET INC. (CLASS A) SMARTSHEET INC. (CLASS A) More: the full row for SMARTSHEET INC. (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $9.56K <0.01% 0 BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 147 shares; 2022Q3: 147 shares; 2022Q4: 147 shares; 2023Q1: 147 shares 147 $9.28K <0.01% 0 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 598 shares; 2022Q4: 418 shares; 2023Q1: 418 shares 418 $9.27K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 120 shares; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares 120 $9.12K <0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 138 shares; 2022Q3: 106 shares; 2022Q4: 106 shares; 2023Q1: 106 shares 106 $8.94K <0.01% 0 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 499 shares; 2022Q3: 499 shares; 2022Q4: 187 shares; 2023Q1: 187 shares 187 $8.61K <0.01% 0 IEUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 181 shares; 2022Q3: 181 shares; 2022Q4: 181 shares; 2023Q1: 161 shares 161 $8.59K <0.01% -20 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 161 shares; 2022Q3: 161 shares; 2022Q4: 161 shares; 2023Q1: 161 shares 161 $8.44K <0.01% 0 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 66 shares; 2022Q3: 66 shares; 2022Q4: 96 shares; 2023Q1: 30 shares 30 $8.03K <0.01% -66 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 272 shares; 2022Q3: 272 shares; 2022Q4: 272 shares; 2023Q1: 272 shares 272 $7.91K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 90 shares 90 $7.85K <0.01% 0 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $7.74K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 53 shares; 2022Q3: 53 shares; 2022Q4: 40 shares; 2023Q1: 40 shares 40 $7.65K <0.01% 0 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 70 shares; 2023Q1: 70 shares 70 $7.56K <0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 76 shares; 2022Q3: 118 shares; 2022Q4: 118 shares; 2023Q1: 76 shares 76 $7.42K <0.01% -42 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 752 shares; 2022Q3: 854 shares; 2022Q4: 590 shares; 2023Q1: 590 shares 590 $7.39K <0.01% 0 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $7.25K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 60 shares; 2023Q1: 60 shares 60 $7.09K <0.01% 0 Timeline RGNX REGENXBIO INC More: the full row for REGENXBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 370 shares; 2022Q3: 370 shares; 2022Q4: 370 shares; 2023Q1: 370 shares 370 $7K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 13,717 shares; 2022Q3: 12,639 shares; 2022Q4: 5,006 shares; 2023Q1: 378 shares 378 $6.94K <0.01% -4,628 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares 180 $6.78K <0.01% 0 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 49,876 shares; 2022Q3: 48,362 shares; 2022Q4: 7,131 shares; 2023Q1: 483 shares 483 $6.76K <0.01% -6,648 Timeline QUANTUM CORP QUANTUM CORP More: the full row for QUANTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 5,868 shares; 2022Q3: 5,868 shares; 2022Q4: 5,868 shares; 2023Q1: 5,868 shares 5,868 $6.75K <0.01% 0 GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 293 shares; 2022Q3: 293 shares; 2022Q4: 294 shares; 2023Q1: 181 shares 181 $6.64K <0.01% -113 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,118 shares; 2022Q3: 282 shares; 2022Q4: 206 shares; 2023Q1: 171 shares 171 $6.57K <0.01% -35 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,265 shares; 2022Q3: 1,265 shares; 2022Q4: 200 shares; 2023Q1: 200 shares 200 $6.51K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 367 shares; 2022Q3: 367 shares; 2022Q4: 367 shares; 2023Q1: 367 shares 367 $6.49K <0.01% 0 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 32 shares; 2023Q1: 32 shares 32 $6.47K <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 47 shares; 2022Q3: 47 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $6.36K <0.01% 0 Timeline CLEARBRIDGE ENERGY MLP FUND… CLEARBRIDGE ENERGY MLP FUND, I More: the full row for CLEARBRIDGE ENERGY MLP FUND, I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 193 shares; 2022Q3: 193 shares; 2022Q4: 193 shares; 2023Q1: 193 shares 193 $6.25K <0.01% 0 AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 223 shares; 2022Q3: 220 shares; 2022Q4: 47 shares; 2023Q1: 37 shares 37 $6.22K <0.01% -10 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 14,000 shares; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares 4,000 $6.16K <0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,023 shares; 2022Q3: 946 shares; 2022Q4: 55 shares; 2023Q1: 100 shares 100 $6.14K <0.01% +45 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 100 shares 100 $6.12K <0.01% new Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 140 shares; 2023Q1: 140 shares 140 $5.88K <0.01% 0 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 63 shares; 2022Q4: 63 shares; 2023Q1: 63 shares 63 $5.8K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 57 shares; 2022Q3: 57 shares; 2022Q4: 82 shares; 2023Q1: 25 shares 25 $5.56K <0.01% -57 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 316 shares; 2022Q4: 316 shares; 2023Q1: 316 shares 316 $5.53K <0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 134 shares; 2022Q3: 284 shares; 2022Q4: 284 shares; 2023Q1: 150 shares 150 $5.14K <0.01% -134 Timeline TYG TORTOISE ENERGY INFRSTRCTR C More: the full row for TORTOISE ENERGY INFRSTRCTR C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 173 shares; 2022Q3: 173 shares; 2022Q4: 173 shares; 2023Q1: 173 shares 173 $5.09K <0.01% 0 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 165 shares; 2022Q3: 30 shares; 2022Q4: 74 shares; 2023Q1: 46 shares 46 $5.07K <0.01% -28 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 141 shares; 2023Q1: 141 shares 141 $4.91K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 121 shares; 2022Q3: 241 shares; 2022Q4: 241 shares; 2023Q1: 120 shares 120 $4.89K <0.01% -121 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $4.84K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 12 shares; 2022Q4: 12 shares; 2023Q1: 12 shares 12 $4.75K <0.01% 0 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 85 shares; 2022Q3: 98 shares; 2022Q4: 85 shares; 2023Q1: 85 shares 85 $4.67K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 88 shares; 2022Q3: 185 shares; 2022Q4: 185 shares; 2023Q1: 97 shares 97 $4.67K <0.01% -88 Timeline HRB BLOCK H & R INC More: the full row for BLOCK H & R INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 129 shares; 2022Q3: 241 shares; 2022Q4: 129 shares; 2023Q1: 129 shares 129 $4.55K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 979 shares; 2022Q3: 875 shares; 2022Q4: 407 shares; 2023Q1: 407 shares 407 $4.49K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 209 shares; 2022Q3: 209 shares; 2022Q4: 209 shares; 2023Q1: 209 shares 209 $4.44K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 323 shares; 2022Q3: 316 shares; 2022Q4: 101 shares; 2023Q1: 59 shares 59 $4.36K <0.01% -42 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 36 shares; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares 36 $4.18K <0.01% 0 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 68 shares; 2022Q3: 33 shares; 2022Q4: 98 shares; 2023Q1: 72 shares 72 $4.16K <0.01% -26 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 94 shares; 2022Q3: 94 shares; 2022Q4: 94 shares; 2023Q1: 94 shares 94 $4.08K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,020 shares; 2022Q3: 2,020 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $4.01K <0.01% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 452 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares 132 $3.95K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 442 shares; 2022Q3: 146 shares; 2022Q4: 76 shares; 2023Q1: 76 shares 76 $3.9K <0.01% 0 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 215 shares; 2022Q4: 171 shares; 2023Q1: 171 shares 171 $3.84K <0.01% 0 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 286 shares; 2022Q3: 286 shares; 2022Q4: 393 shares; 2023Q1: 107 shares 107 $3.8K <0.01% -286 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 114 shares; 2022Q3: 114 shares; 2022Q4: 114 shares; 2023Q1: 114 shares 114 $3.79K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 459 shares; 2023Q1: 459 shares 459 $3.74K <0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1,900 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $3.7K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 195 shares; 2022Q3: 195 shares; 2022Q4: 195 shares; 2023Q1: 100 shares 100 $3.52K <0.01% -95 Timeline BROOKFIELD RENEWABLE COR-A BROOKFIELD RENEWABLE COR-A More: the full row for BROOKFIELD RENEWABLE COR-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $3.5K <0.01% 0 NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 323 shares; 2022Q3: 98 shares; 2022Q4: 98 shares; 2023Q1: 73 shares 73 $3.47K <0.01% -25 Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 87 shares; 2022Q3: 87 shares; 2022Q4: 87 shares; 2023Q1: 83 shares 83 $3.38K <0.01% -4 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 521 shares; 2022Q3: 380 shares; 2022Q4: 59 shares; 2023Q1: 28 shares 28 $3.37K <0.01% -31 Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares 700 $3.34K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 682 shares; 2022Q3: 507 shares; 2022Q4: 182 shares; 2023Q1: 182 shares 182 $3.33K <0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 58 shares; 2022Q3: 58 shares; 2022Q4: 58 shares; 2023Q1: 58 shares 58 $3.11K <0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 261 shares; 2022Q3: 161 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $3.06K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 80 shares; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares 80 $2.79K <0.01% 0 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $2.78K <0.01% 0 Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 240 shares; 2022Q4: 90 shares; 2023Q1: 90 shares 90 $2.6K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 160 shares; 2022Q3: 160 shares; 2022Q4: 160 shares; 2023Q1: 160 shares 160 $2.59K <0.01% 0 Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 66 shares; 2022Q3: 96 shares; 2022Q4: 66 shares; 2023Q1: 66 shares 66 $2.57K <0.01% 0 Timeline TATA MTRS LTD TATA MTRS LTD More: the full row for TATA MTRS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $2.51K <0.01% 0 PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares 30 $2.48K <0.01% 0 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 52 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $2.47K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 168 shares; 2022Q3: 168 shares; 2022Q4: 183 shares; 2023Q1: 15 shares 15 $2.38K <0.01% -168 Timeline RNG RINGCENTRAL INC More: the full row for RINGCENTRAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 216 shares; 2022Q3: 111 shares; 2022Q4: 111 shares; 2023Q1: 76 shares 76 $2.33K <0.01% -35 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 79 shares; 2022Q3: 15 shares; 2022Q4: 44 shares; 2023Q1: 10 shares 10 $1.95K <0.01% -34 Timeline IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 40 shares; 2022Q3: 46 shares; 2022Q4: 46 shares; 2023Q1: 46 shares 46 $1.85K <0.01% 0 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: 102 shares; 2023Q1: 102 shares 102 $1.68K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 225 shares; 2022Q3: 125 shares; 2022Q4: 25 shares; 2023Q1: 25 shares 25 $1.67K <0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 156 shares; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares 156 $1.64K <0.01% 0 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 34 shares; 2023Q1: 34 shares 34 $1.59K <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 41 shares; 2022Q3: 41 shares; 2022Q4: 41 shares; 2023Q1: 41 shares 41 $1.57K <0.01% 0 Timeline UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 59 shares; 2022Q3: 59 shares; 2022Q4: 59 shares; 2023Q1: 59 shares 59 $1.54K <0.01% 0 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 2 shares; 2022Q4: 4 shares; 2023Q1: 1 shares 1 $1.53K <0.01% -3 Timeline SPB SPECTRUM BRANDS HOLDINGS INC More: the full row for SPECTRUM BRANDS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 23 shares; 2022Q3: 23 shares; 2022Q4: 23 shares; 2023Q1: 23 shares 23 $1.52K <0.01% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 94 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $1.39K <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares 10 $1.35K <0.01% 0 Timeline SVB FINANCIAL GROUP SVB FINANCIAL GROUP More: the full row for SVB FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2,164 shares; 2022Q3: 2,164 shares; 2022Q4: 1,876 shares; 2023Q1: 1,469 shares 1,469 $1.33K <0.01% -407 RMR RMR GROUP INC More: the full row for RMR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: 50 shares; 2023Q1: 50 shares 50 $1.31K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 32 shares; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 32 shares 32 $1.3K <0.01% 0 Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 126 shares; 2022Q3: 27 shares; 2022Q4: 27 shares; 2023Q1: 27 shares 27 $1.25K <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 746 shares; 2022Q3: 54 shares; 2022Q4: 54 shares; 2023Q1: 54 shares 54 $1.21K <0.01% 0 CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 22 shares; 2022Q4: 65 shares; 2023Q1: 16 shares 16 $1.16K <0.01% -49 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 320 shares; 2022Q3: 320 shares; 2022Q4: 320 shares; 2023Q1: 320 shares 320 $1.06K <0.01% 0 Timeline TEMPLETON GLOBAL INCOME FD TEMPLETON GLOBAL INCOME FD More: the full row for TEMPLETON GLOBAL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 202 shares; 2022Q3: 202 shares; 2022Q4: 202 shares; 2023Q1: 202 shares 202 $889 <0.01% 0 TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $806 <0.01% 0 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 427 shares; 2022Q3: 427 shares; 2022Q4: 427 shares; 2023Q1: 427 shares 427 $713 <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 14 shares; 2023Q1: 14 shares 14 $677 <0.01% 0 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 48 shares; 2022Q3: 48 shares; 2022Q4: 48 shares; 2023Q1: 48 shares 48 $599 <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares 20 $472 <0.01% 0 Timeline XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 584 shares; 2022Q3: 584 shares; 2022Q4: 584 shares; 2023Q1: 584 shares 584 $387 <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 74,435 shares; 2022Q3: 2,172 shares; 2022Q4: 700 shares; 2023Q1: 23 shares 23 $323 <0.01% -677 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 495 shares; 2022Q4: 6 shares; 2023Q1: 6 shares 6 $322 <0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4 shares; 2023Q1: 4 shares 4 $307 <0.01% 0 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 57 shares; 2022Q3: 66 shares; 2022Q4: 9 shares; 2023Q1: 9 shares 9 $278 <0.01% 0 Timeline AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $225 <0.01% 0 OPITQ OFFICE PPTYS INCOME TR COM SHS More: the full row for OFFICE PPTYS INCOME TR COM SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 18 shares; 2022Q3: 18 shares; 2022Q4: 18 shares; 2023Q1: 18 shares 18 $221 <0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 4 shares; 2022Q3: 261 shares; 2022Q4: 4 shares; 2023Q1: 4 shares 4 $160 <0.01% 0 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2 shares; 2022Q3: 34 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $111 <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2 shares; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $111 <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 2 shares; 2022Q3: 175 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $86 <0.01% 0 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares 10 $77 <0.01% 0 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 1 shares; 2022Q3: 1 shares; 2022Q4: 1 shares; 2023Q1: 1 shares 1 $72 <0.01% 0 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 9 shares; 2022Q3: 9 shares; 2022Q4: 9 shares; 2023Q1: 9 shares 9 $65 <0.01% 0 Timeline ZIMVIE INC ZIMVIE INC More: the full row for ZIMVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 74 shares; 2022Q3: 18 shares; 2022Q4: 8 shares; 2023Q1: 8 shares 8 $58 <0.01% 0 TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 102 shares; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares 2 $52 <0.01% 0 Timeline ABEO ABEONA THERAPEUTICS INC More: the full row for ABEONA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13 shares; 2023Q1: 13 shares 13 $37 <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: 3 shares; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares 3 $3 <0.01% 0 Timeline