MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 418,105 shares; 2022Q3: 404,988 shares; 2022Q4: 391,062 shares; 2023Q1: 381,525 shares; 2023Q2: 392,765 shares; 2023Q3: 396,577 shares; 2023Q4: 401,983 shares 401,983 $151M 6.3% +5,406 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 799,296 shares; 2022Q3: 824,691 shares; 2022Q4: 773,967 shares; 2023Q1: 748,914 shares; 2023Q2: 750,734 shares; 2023Q3: 768,555 shares; 2023Q4: 766,760 shares 766,760 $148M 6.15% -1,795 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,240 shares; 2022Q3: 454,190 shares; 2022Q4: 438,265 shares; 2023Q1: 473,788 shares; 2023Q2: 474,082 shares; 2023Q3: 477,716 shares; 2023Q4: 481,770 shares 481,770 $67.3M 2.8% +4,054 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 231,569 shares; 2022Q3: 252,684 shares; 2022Q4: 255,710 shares; 2023Q1: 263,529 shares; 2023Q2: 268,673 shares; 2023Q3: 605,940 shares; 2023Q4: 636,686 shares 636,686 $61.4M 2.56% +30,746 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; 2022Q1: restricted; 2022Q2: 344,721 shares; 2022Q3: 335,255 shares; 2022Q4: 317,065 shares; 2023Q1: 344,265 shares; 2023Q2: 335,379 shares; 2023Q3: 361,388 shares; 2023Q4: 370,341 shares 370,341 $56.3M 2.34% +8,953 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 269,623 shares; 2022Q3: 264,239 shares; 2022Q4: 265,192 shares; 2023Q1: 213,022 shares; 2023Q2: 204,789 shares; 2023Q3: 204,884 shares; 2023Q4: 211,594 shares 211,594 $55.1M 2.3% +6,710 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; 2022Q1: restricted; 2022Q2: 396,268 shares; 2022Q3: 388,064 shares; 2022Q4: 377,351 shares; 2023Q1: 370,136 shares; 2023Q2: 305,427 shares; 2023Q3: 308,588 shares; 2023Q4: 310,562 shares 310,562 $52.8M 2.2% +1,974 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; 2022Q1: restricted; 2022Q2: 369,445 shares; 2022Q3: 495,928 shares; 2022Q4: 502,972 shares; 2023Q1: 494,155 shares; 2023Q2: 484,623 shares; 2023Q3: 481,893 shares; 2023Q4: 486,945 shares 486,945 $48.7M 2.03% +5,052 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 54,802 shares; 2022Q3: 53,014 shares; 2022Q4: 51,960 shares; 2023Q1: 51,990 shares; 2023Q2: 41,917 shares; 2023Q3: 42,199 shares; 2023Q4: 42,460 shares 42,460 $47.4M 1.97% +261 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 74,384 shares; 2022Q3: 77,735 shares; 2022Q4: 99,433 shares; 2023Q1: 94,813 shares; 2023Q2: 99,189 shares; 2023Q3: 99,348 shares; 2023Q4: 95,342 shares 95,342 $45.5M 1.9% -4,006 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; 2022Q1: restricted; 2022Q2: 80 shares; 2022Q3: 79 shares; 2022Q4: 79 shares; 2023Q1: 86 shares; 2023Q2: 85 shares; 2023Q3: 85 shares; 2023Q4: 83 shares 83 $45M 1.88% -2 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; 2022Q1: restricted; 2022Q2: 139,629 shares; 2022Q3: 135,758 shares; 2022Q4: 133,678 shares; 2023Q1: 90,051 shares; 2023Q2: 85,108 shares; 2023Q3: 84,316 shares; 2023Q4: 84,503 shares 84,503 $44.5M 1.85% +187 Timeline JEPI 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; 2022Q1: restricted; 2022Q2: 9,659 shares; 2022Q3: 578,160 shares; 2022Q4: 716,269 shares; 2023Q1: 774,370 shares; 2023Q2: 786,679 shares; 2023Q3: 784,641 shares; 2023Q4: 797,301 shares 797,301 $43.8M 1.83% +12,660 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; 2022Q1: restricted; 2022Q2: 276,872 shares; 2022Q3: 338,941 shares; 2022Q4: 339,928 shares; 2023Q1: 299,297 shares; 2023Q2: 287,145 shares; 2023Q3: 287,113 shares; 2023Q4: 291,473 shares 291,473 $42.7M 1.78% +4,360 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 99,931 shares; 2023Q3: 101,594 shares; 2023Q4: 100,171 shares 100,171 $41.1M 1.71% -1,423 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 277,375 shares; 2022Q3: 274,254 shares; 2022Q4: 269,325 shares; 2023Q1: 260,640 shares; 2023Q2: 244,560 shares; 2023Q3: 246,011 shares; 2023Q4: 244,731 shares 244,731 $38.4M 1.6% -1,280 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 74,785 shares; 2022Q3: 73,792 shares; 2022Q4: 70,736 shares; 2023Q1: 69,046 shares; 2023Q2: 67,233 shares; 2023Q3: 65,112 shares; 2023Q4: 64,166 shares 64,166 $38.3M 1.59% -946 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 145,689 shares; 2022Q3: 182,181 shares; 2022Q4: 186,332 shares; 2023Q1: 187,213 shares; 2023Q2: 186,361 shares; 2023Q3: 165,646 shares; 2023Q4: 147,196 shares 147,196 $35.4M 1.48% -18,450 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 431,163 shares; 2022Q3: 431,163 shares; 2022Q4: 429,663 shares; 2023Q1: 420,663 shares; 2023Q2: 414,663 shares; 2023Q3: 409,663 shares; 2023Q4: 409,663 shares 409,663 $34.2M 1.43% 0 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 187,439 shares; 2022Q3: 190,991 shares; 2022Q4: 191,712 shares; 2023Q1: 190,325 shares; 2023Q2: 162,486 shares; 2023Q3: 157,689 shares; 2023Q4: 157,268 shares 157,268 $33M 1.37% -421 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; 2022Q1: restricted; 2022Q2: 378,859 shares; 2022Q3: 376,876 shares; 2022Q4: 424,153 shares; 2023Q1: 454,271 shares; 2023Q2: 447,783 shares; 2023Q3: 485,357 shares; 2023Q4: 533,880 shares 533,880 $32.4M 1.35% +48,523 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; 2022Q1: restricted; 2022Q2: 256,779 shares; 2022Q3: 242,699 shares; 2022Q4: 235,250 shares; 2023Q1: 181,599 shares; 2023Q2: 171,040 shares; 2023Q3: 169,488 shares; 2023Q4: 168,441 shares 168,441 $31.6M 1.31% -1,047 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 93,149 shares; 2022Q3: 89,870 shares; 2022Q4: 90,174 shares; 2023Q1: 90,492 shares; 2023Q2: 89,924 shares; 2023Q3: 165,929 shares; 2023Q4: 195,060 shares 195,060 $30.8M 1.28% +29,131 Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 285 shares; 2022Q3: 285 shares; 2022Q4: 404,087 shares; 2023Q1: 316,134 shares; 2023Q2: 288,853 shares; 2023Q3: 263,002 shares; 2023Q4: 289,269 shares 289,269 $30.3M 1.26% +26,267 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 291,222 shares; 2022Q3: 288,818 shares; 2022Q4: 312,864 shares; 2023Q1: 310,514 shares; 2023Q2: 307,921 shares; 2023Q3: 303,171 shares; 2023Q4: 300,050 shares 300,050 $30.3M 1.26% -3,121 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 129,103 shares; 2022Q3: 124,270 shares; 2022Q4: 122,370 shares; 2023Q1: 120,722 shares; 2023Q2: 117,878 shares; 2023Q3: 96,555 shares; 2023Q4: 97,043 shares 97,043 $28.8M 1.2% +488 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 44,486 shares; 2022Q3: 129,818 shares; 2022Q4: 125,609 shares; 2023Q1: 121,189 shares; 2023Q2: 118,890 shares; 2023Q3: 118,838 shares; 2023Q4: 95,513 shares 95,513 $28.2M 1.17% -23,325 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 213,344 shares; 2022Q3: 206,124 shares; 2022Q4: 212,650 shares; 2023Q1: 210,212 shares; 2023Q2: 206,334 shares; 2023Q3: 209,014 shares; 2023Q4: 211,074 shares 211,074 $28.1M 1.17% +2,060 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; 2022Q1: restricted; 2022Q2: 99,307 shares; 2022Q3: 85,948 shares; 2022Q4: 83,318 shares; 2023Q1: 79,468 shares; 2023Q2: 77,381 shares; 2023Q3: 79,911 shares; 2023Q4: 79,933 shares 79,933 $27.7M 1.15% +22 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; 2022Q1: restricted; 2022Q2: 152,530 shares; 2022Q3: 148,779 shares; 2022Q4: 147,650 shares; 2023Q1: 147,773 shares; 2023Q2: 151,017 shares; 2023Q3: 149,672 shares; 2023Q4: 148,831 shares 148,831 $26.7M 1.11% -841 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; 2022Q1: restricted; 2022Q2: 245,899 shares; 2022Q3: 258,844 shares; 2022Q4: 254,602 shares; 2023Q1: 236,082 shares; 2023Q2: 232,469 shares; 2023Q3: 235,985 shares; 2023Q4: 235,718 shares 235,718 $25.7M 1.07% -267 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,940 shares; 2022Q3: 31,505 shares; 2022Q4: 30,059 shares; 2023Q1: 29,712 shares; 2023Q2: 34,097 shares; 2023Q3: 34,472 shares; 2023Q4: 34,992 shares 34,992 $24.7M 1.03% +520 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; 2022Q1: restricted; 2022Q2: 1,325,129 shares; 2022Q3: 1,034,458 shares; 2022Q4: 934,020 shares; 2023Q1: 712,748 shares; 2023Q2: 671,751 shares; 2023Q3: 674,238 shares; 2023Q4: 710,027 shares 710,027 $23.9M 1% +35,789 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 110,948 shares; 2022Q3: 108,211 shares; 2022Q4: 101,067 shares; 2023Q1: 97,528 shares; 2023Q2: 90,263 shares; 2023Q3: 88,873 shares; 2023Q4: 85,748 shares 85,748 $22.6M 0.94% -3,125 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 129,402 shares; 2022Q3: 99,695 shares; 2022Q4: 95,566 shares; 2023Q1: 93,174 shares; 2023Q2: 91,032 shares; 2023Q3: 90,007 shares; 2023Q4: 91,148 shares 91,148 $20.3M 0.85% +1,141 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; 2022Q1: restricted; 2022Q2: 42,860 shares; 2022Q3: 41,548 shares; 2022Q4: 38,663 shares; 2023Q1: 37,851 shares; 2023Q2: 36,813 shares; 2023Q3: 36,642 shares; 2023Q4: 38,621 shares 38,621 $19.7M 0.82% +1,979 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 117,659 shares; 2022Q3: 113,955 shares; 2022Q4: 103,495 shares; 2023Q1: 98,879 shares; 2023Q2: 95,546 shares; 2023Q3: 96,204 shares; 2023Q4: 96,506 shares 96,506 $19.1M 0.8% +302 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; 2022Q1: restricted; 2022Q2: 55,508 shares; 2022Q3: 54,851 shares; 2022Q4: 54,095 shares; 2023Q1: 52,668 shares; 2023Q2: 51,197 shares; 2023Q3: 67,465 shares; 2023Q4: 86,915 shares 86,915 $18.8M 0.78% +19,450 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; 2022Q1: restricted; 2022Q2: 419,957 shares; 2022Q3: 423,724 shares; 2022Q4: 476,766 shares; 2023Q1: 520,869 shares; 2023Q2: 501,854 shares; 2023Q3: 443,273 shares; 2023Q4: 358,307 shares 358,307 $18.4M 0.77% -84,966 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; 2022Q1: restricted; 2022Q2: 20,273 shares; 2022Q3: 7,773 shares; 2022Q4: 1,705 shares; 2023Q1: 1,518 shares; 2023Q2: 1,466 shares; 2023Q3: 49,041 shares; 2023Q4: 51,475 shares 51,475 $18.2M 0.76% +2,434 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 120,552 shares; 2022Q3: 120,209 shares; 2022Q4: 114,111 shares; 2023Q1: 112,952 shares; 2023Q2: 105,710 shares; 2023Q3: 78,289 shares; 2023Q4: 75,981 shares 75,981 $18.1M 0.76% -2,308 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; 2022Q1: restricted; 2022Q2: 309,194 shares; 2022Q3: 304,076 shares; 2022Q4: 299,860 shares; 2023Q1: 297,313 shares; 2023Q2: 291,581 shares; 2023Q3: 246,977 shares; 2023Q4: 247,915 shares 247,915 $18M 0.75% +938 Timeline CAMBRIDGE BANCORP CAMBRIDGE BANCORP More: the full row for CAMBRIDGE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 258,627 shares; 2022Q3: 238,669 shares; 2022Q4: 227,115 shares; 2023Q1: 221,548 shares; 2023Q2: 218,148 shares; 2023Q3: 272,837 shares; 2023Q4: 255,650 shares 255,650 $17.7M 0.74% -17,187 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; 2022Q1: restricted; 2022Q2: 155,882 shares; 2022Q3: 152,290 shares; 2022Q4: 150,801 shares; 2023Q1: 148,856 shares; 2023Q2: 145,889 shares; 2023Q3: 135,528 shares; 2023Q4: 136,898 shares 136,898 $17.6M 0.73% +1,370 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,573 shares; 2022Q3: 30,112 shares; 2022Q4: 29,131 shares; 2023Q1: 27,656 shares; 2023Q2: 26,434 shares; 2023Q3: 18,179 shares; 2023Q4: 18,304 shares 18,304 $17.4M 0.72% +125 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 110,914 shares; 2022Q3: 112,728 shares; 2022Q4: 112,915 shares; 2023Q1: 115,527 shares; 2023Q2: 112,600 shares; 2023Q3: 115,819 shares; 2023Q4: 116,207 shares 116,207 $17.3M 0.72% +388 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; 2022Q1: restricted; 2022Q2: 361,807 shares; 2022Q3: 376,669 shares; 2022Q4: 370,670 shares; 2023Q1: 368,856 shares; 2023Q2: 359,990 shares; 2023Q3: 310,981 shares; 2023Q4: 293,702 shares 293,702 $17.3M 0.72% -17,279 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; 2022Q1: restricted; 2022Q2: 88,828 shares; 2022Q3: 82,663 shares; 2022Q4: 78,496 shares; 2023Q1: 76,691 shares; 2023Q2: 74,712 shares; 2023Q3: 73,205 shares; 2023Q4: 74,438 shares 74,438 $17.2M 0.72% +1,233 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 87,320 shares; 2022Q3: 85,323 shares; 2022Q4: 48,822 shares; 2023Q1: 47,721 shares; 2023Q2: 45,358 shares; 2023Q3: 106,247 shares; 2023Q4: 107,862 shares 107,862 $17.2M 0.72% +1,615 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 78,677 shares; 2022Q3: 78,359 shares; 2022Q4: 76,608 shares; 2023Q1: 75,893 shares; 2023Q2: 74,050 shares; 2023Q3: 68,592 shares; 2023Q4: 68,631 shares 68,631 $16.7M 0.7% +39 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; 2022Q1: restricted; 2022Q2: 55,149 shares; 2022Q3: 50,806 shares; 2022Q4: 50,229 shares; 2023Q1: 49,015 shares; 2023Q2: 47,222 shares; 2023Q3: 47,617 shares; 2023Q4: 47,596 shares 47,596 $16.7M 0.7% -21 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 270,317 shares; 2022Q3: 221,530 shares; 2022Q4: 219,378 shares; 2023Q1: 159,592 shares; 2023Q2: 152,194 shares; 2023Q3: 156,815 shares; 2023Q4: 145,457 shares 145,457 $16.6M 0.69% -11,358 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 122,187 shares; 2022Q3: 18,576 shares; 2022Q4: 9,587 shares; 2023Q1: 9,212 shares; 2023Q2: 8,891 shares; 2023Q3: 9,305 shares; 2023Q4: 33,500 shares 33,500 $16.6M 0.69% +24,195 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,037 shares; 2022Q3: 987 shares; 2022Q4: 1,273 shares; 2023Q1: 1,300 shares; 2023Q2: 1,402 shares; 2023Q3: 71,282 shares; 2023Q4: 79,054 shares 79,054 $15.6M 0.65% +7,772 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,670 shares; 2022Q3: 39,357 shares; 2022Q4: 39,241 shares; 2023Q1: 29,613 shares; 2023Q2: 22,063 shares; 2023Q3: 55,808 shares; 2023Q4: 105,569 shares 105,569 $14.7M 0.61% +49,761 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; 2022Q1: restricted; 2022Q2: 21,770 shares; 2022Q3: 22,206 shares; 2022Q4: 21,857 shares; 2023Q1: 22,194 shares; 2023Q2: 21,883 shares; 2023Q3: 22,202 shares; 2023Q4: 22,068 shares 22,068 $14.6M 0.61% -134 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; 2022Q1: restricted; 2022Q2: 36,449 shares; 2022Q3: 34,170 shares; 2022Q4: 33,178 shares; 2023Q1: 32,561 shares; 2023Q2: 31,952 shares; 2023Q3: 31,728 shares; 2023Q4: 17,824 shares 17,824 $14.5M 0.6% -13,904 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; 2022Q1: restricted; 2022Q2: 495,769 shares; 2022Q3: 517,930 shares; 2022Q4: 308,332 shares; 2023Q1: 296,411 shares; 2023Q2: 311,031 shares; 2023Q3: 309,196 shares; 2023Q4: 296,012 shares 296,012 $14.2M 0.59% -13,184 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; 2022Q1: restricted; 2022Q2: 38,319 shares; 2022Q3: 36,938 shares; 2022Q4: 37,476 shares; 2023Q1: 36,112 shares; 2023Q2: 32,160 shares; 2023Q3: 55,917 shares; 2023Q4: 56,905 shares 56,905 $13.3M 0.55% +988 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 241,795 shares; 2022Q3: 235,571 shares; 2022Q4: 230,046 shares; 2023Q1: 166,923 shares; 2023Q2: 152,540 shares; 2023Q3: 74,240 shares; 2023Q4: 84,944 shares 84,944 $13.2M 0.55% +10,704 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 167,820 shares; 2022Q3: 175,896 shares; 2022Q4: 177,755 shares; 2023Q1: 172,568 shares; 2023Q2: 176,043 shares; 2023Q3: 175,438 shares; 2023Q4: 170,531 shares 170,531 $13M 0.54% -4,907 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; 2022Q1: restricted; 2022Q2: 177,877 shares; 2022Q3: 172,623 shares; 2022Q4: 159,270 shares; 2023Q1: 156,344 shares; 2023Q2: 220,801 shares; 2023Q3: 217,930 shares; 2023Q4: 207,121 shares 207,121 $12.7M 0.53% -10,809 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; 2022Q1: restricted; 2022Q2: 26,887 shares; 2022Q3: 26,317 shares; 2022Q4: 26,343 shares; 2023Q1: 23,769 shares; 2023Q2: 22,228 shares; 2023Q3: 22,829 shares; 2023Q4: 26,599 shares 26,599 $12.6M 0.53% +3,770 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 29,551 shares; 2023Q3: 50,255 shares; 2023Q4: 52,922 shares 52,922 $12.5M 0.52% +2,667 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 49,133 shares; 2022Q3: 48,558 shares; 2022Q4: 47,726 shares; 2023Q1: 44,381 shares; 2023Q2: 45,181 shares; 2023Q3: 42,510 shares; 2023Q4: 40,159 shares 40,159 $11.1M 0.46% -2,351 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,902 shares; 2022Q3: 87,209 shares; 2022Q4: 84,782 shares; 2023Q1: 79,098 shares; 2023Q2: 74,130 shares; 2023Q3: 76,536 shares; 2023Q4: 76,309 shares 76,309 $10.8M 0.45% -227 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 56,223 shares; 2022Q3: 55,123 shares; 2022Q4: 55,123 shares; 2023Q1: 55,123 shares; 2023Q2: 55,123 shares; 2023Q3: 100,332 shares; 2023Q4: 100,857 shares 100,857 $10.4M 0.43% +525 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 21,553 shares; 2022Q3: 21,910 shares; 2022Q4: 20,323 shares; 2023Q1: 53,050 shares; 2023Q2: 88,190 shares; 2023Q3: 89,404 shares; 2023Q4: 111,662 shares 111,662 $10M 0.42% +22,258 VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 167,956 shares; 2023Q4: 168,188 shares 168,188 $9.81M 0.41% +232 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 140,389 shares; 2022Q3: 151,002 shares; 2022Q4: 148,614 shares; 2023Q1: 88,922 shares; 2023Q2: 80,982 shares; 2023Q3: 78,232 shares; 2023Q4: 41,678 shares 41,678 $9.37M 0.39% -36,554 TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 21,619 shares; 2023Q1: 2,254 shares; 2023Q2: 1,871 shares; 2023Q3: 68,796 shares; 2023Q4: 80,407 shares 80,407 $8.7M 0.36% +11,611 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,785 shares; 2022Q3: 24,070 shares; 2022Q4: 25,202 shares; 2023Q1: 24,872 shares; 2023Q2: 24,513 shares; 2023Q3: 23,742 shares; 2023Q4: 24,101 shares 24,101 $8.6M 0.36% +359 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 69,451 shares; 2023Q1: 203,896 shares; 2023Q2: 219,291 shares; 2023Q3: 229,697 shares; 2023Q4: 230,371 shares 230,371 $8.45M 0.35% +674 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,449 shares; 2022Q3: 1,889 shares; 2022Q4: 1,889 shares; 2023Q1: 1,873 shares; 2023Q2: 1,873 shares; 2023Q3: 20,279 shares; 2023Q4: 39,028 shares 39,028 $7.75M 0.32% +18,749 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 309,374 shares; 2022Q3: 299,960 shares; 2022Q4: 277,172 shares; 2023Q1: 287,839 shares; 2023Q2: 278,870 shares; 2023Q3: 277,563 shares; 2023Q4: 102,838 shares 102,838 $7.66M 0.32% -174,725 Timeline GTLS CHART INDS INC More: the full row for CHART INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,166 shares; 2022Q3: 30,525 shares; 2022Q4: 25,203 shares; 2023Q1: 26,456 shares; 2023Q2: 31,161 shares; 2023Q3: 31,862 shares; 2023Q4: 55,462 shares 55,462 $7.56M 0.32% +23,600 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; 2022Q1: restricted; 2022Q2: 267,703 shares; 2022Q3: 246,173 shares; 2022Q4: 196,205 shares; 2023Q1: 39,269 shares; 2023Q2: 32,020 shares; 2023Q3: 30,185 shares; 2023Q4: 29,543 shares 29,543 $7.26M 0.3% -642 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 221 shares; 2022Q3: 221 shares; 2022Q4: 221 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 18,613 shares 18,613 $7.23M 0.3% new 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; 2022Q1: restricted; 2022Q2: 70,166 shares; 2022Q3: 67,431 shares; 2022Q4: 65,978 shares; 2023Q1: 55,798 shares; 2023Q2: 50,513 shares; 2023Q3: 48,758 shares; 2023Q4: 47,218 shares 47,218 $6.96M 0.29% -1,540 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 91,231 shares; 2022Q3: 87,706 shares; 2022Q4: 85,185 shares; 2023Q1: 83,492 shares; 2023Q2: 82,346 shares; 2023Q3: 83,263 shares; 2023Q4: 81,614 shares 81,614 $6.87M 0.29% -1,649 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 95,871 shares; 2022Q3: 87,477 shares; 2022Q4: 84,937 shares; 2023Q1: 84,972 shares; 2023Q2: 83,852 shares; 2023Q3: 73,605 shares; 2023Q4: 72,447 shares 72,447 $6.8M 0.28% -1,158 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 166,404 shares; 2022Q3: 163,567 shares; 2022Q4: 160,993 shares; 2023Q1: 158,411 shares; 2023Q2: 156,860 shares; 2023Q3: 156,915 shares; 2023Q4: 156,203 shares 156,203 $6.76M 0.28% -712 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,828 shares; 2022Q3: 8,587 shares; 2022Q4: 4,617 shares; 2023Q1: 62,226 shares; 2023Q2: 61,246 shares; 2023Q3: 69,179 shares; 2023Q4: 71,192 shares 71,192 $6.51M 0.27% +2,013 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; 2022Q1: restricted; 2022Q2: 10,362 shares; 2022Q3: 10,562 shares; 2022Q4: 10,933 shares; 2023Q1: 10,835 shares; 2023Q2: 10,923 shares; 2023Q3: 10,852 shares; 2023Q4: 10,930 shares 10,930 $6.37M 0.27% +78 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 70,865 shares; 2023Q3: 96,457 shares; 2023Q4: 96,967 shares 96,967 $6.34M 0.26% +510 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; 2022Q1: restricted; 2022Q2: 26,604 shares; 2022Q3: 26,265 shares; 2022Q4: 24,969 shares; 2023Q1: 24,453 shares; 2023Q2: 24,717 shares; 2023Q3: 25,661 shares; 2023Q4: 26,314 shares 26,314 $6.24M 0.26% +653 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 36,288 shares; 2022Q3: 34,705 shares; 2022Q4: 36,186 shares; 2023Q1: 35,140 shares; 2023Q2: 33,176 shares; 2023Q3: 36,183 shares; 2023Q4: 34,385 shares 34,385 $5.84M 0.24% -1,798 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; 2022Q1: restricted; 2022Q2: 13,765 shares; 2022Q3: 13,720 shares; 2022Q4: 12,115 shares; 2023Q1: 11,998 shares; 2023Q2: 13,378 shares; 2023Q3: 14,151 shares; 2023Q4: 14,010 shares 14,010 $5.74M 0.24% -141 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; 2022Q1: restricted; 2022Q2: 221,333 shares; 2022Q3: 219,768 shares; 2022Q4: 135,950 shares; 2023Q1: 128,341 shares; 2023Q2: 127,196 shares; 2023Q3: 129,917 shares; 2023Q4: 134,507 shares 134,507 $5.53M 0.23% +4,590 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 49,047 shares; 2022Q3: 47,884 shares; 2022Q4: 47,271 shares; 2023Q1: 47,036 shares; 2023Q2: 46,076 shares; 2023Q3: 46,329 shares; 2023Q4: 45,692 shares 45,692 $5.3M 0.22% -637 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 63,297 shares; 2022Q3: 57,344 shares; 2022Q4: 56,253 shares; 2023Q1: 54,209 shares; 2023Q2: 49,314 shares; 2023Q3: 45,894 shares; 2023Q4: 45,717 shares 45,717 $5.03M 0.21% -177 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30,950 shares; 2022Q3: 31,078 shares; 2022Q4: 31,027 shares; 2023Q1: 30,954 shares; 2023Q2: 30,962 shares; 2023Q3: 30,930 shares; 2023Q4: 30,917 shares 30,917 $5.01M 0.21% -13 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 47,439 shares; 2022Q3: 47,832 shares; 2022Q4: 43,929 shares; 2023Q1: 44,369 shares; 2023Q2: 42,882 shares; 2023Q3: 42,945 shares; 2023Q4: 42,241 shares 42,241 $4.45M 0.19% -704 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 35,245 shares; 2022Q3: 34,113 shares; 2022Q4: 35,772 shares; 2023Q1: 33,654 shares; 2023Q2: 30,208 shares; 2023Q3: 27,700 shares; 2023Q4: 27,819 shares 27,819 $4.31M 0.18% +119 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 145,175 shares; 2022Q3: 136,683 shares; 2022Q4: 124,663 shares; 2023Q1: 93,583 shares; 2023Q2: 89,409 shares; 2023Q3: 89,207 shares; 2023Q4: 88,166 shares 88,166 $3.44M 0.14% -1,041 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39,203 shares; 2022Q3: 37,749 shares; 2022Q4: 20,013 shares; 2023Q1: 20,282 shares; 2023Q2: 20,848 shares; 2023Q3: 21,888 shares; 2023Q4: 22,283 shares 22,283 $3M 0.12% +395 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 46,428 shares; 2022Q3: 46,754 shares; 2022Q4: 45,173 shares; 2023Q1: 38,574 shares; 2023Q2: 37,490 shares; 2023Q3: 37,626 shares; 2023Q4: 39,010 shares 39,010 $2.93M 0.12% +1,384 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 240,910 shares; 2022Q3: 339,514 shares; 2022Q4: 331,253 shares; 2023Q1: 381,777 shares; 2023Q2: 367,067 shares; 2023Q3: 54,616 shares; 2023Q4: 37,045 shares 37,045 $2.93M 0.12% -17,571 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; 2022Q1: restricted; 2022Q2: 8,221 shares; 2022Q3: 7,133 shares; 2022Q4: 7,310 shares; 2023Q1: 6,781 shares; 2023Q2: 6,668 shares; 2023Q3: 6,668 shares; 2023Q4: 6,668 shares 6,668 $2.91M 0.12% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 33,802 shares; 2022Q3: 33,801 shares; 2022Q4: 33,515 shares; 2023Q1: 33,153 shares; 2023Q2: 32,323 shares; 2023Q3: 33,315 shares; 2023Q4: 33,126 shares 33,126 $2.79M 0.12% -189 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; 2022Q1: restricted; 2022Q2: 99,061 shares; 2022Q3: 89,777 shares; 2022Q4: 80,354 shares; 2023Q1: 76,843 shares; 2023Q2: 75,161 shares; 2023Q3: 57,715 shares; 2023Q4: 57,157 shares 57,157 $2.77M 0.12% -558 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; 2022Q1: restricted; 2022Q2: 5,856 shares; 2022Q3: 6,274 shares; 2022Q4: 6,360 shares; 2023Q1: 6,322 shares; 2023Q2: 5,771 shares; 2023Q3: 5,744 shares; 2023Q4: 5,170 shares 5,170 $2.74M 0.11% -574 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; 2022Q1: restricted; 2022Q2: 15,221 shares; 2022Q3: 14,051 shares; 2022Q4: 14,785 shares; 2023Q1: 13,658 shares; 2023Q2: 13,395 shares; 2023Q3: 13,515 shares; 2023Q4: 16,435 shares 16,435 $2.69M 0.11% +2,920 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 66,431 shares; 2022Q3: 58,661 shares; 2022Q4: 51,260 shares; 2023Q1: 50,357 shares; 2023Q2: 46,629 shares; 2023Q3: 53,265 shares; 2023Q4: 52,422 shares 52,422 $2.63M 0.11% -843 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 17,408 shares; 2022Q3: 22,057 shares; 2022Q4: 100,053 shares; 2023Q1: 59,147 shares; 2023Q2: 57,335 shares; 2023Q3: 59,432 shares; 2023Q4: 53,441 shares 53,441 $2.55M 0.11% -5,991 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,352 shares; 2022Q3: 10,903 shares; 2022Q4: 15,134 shares; 2023Q1: 15,482 shares; 2023Q2: 20,584 shares; 2023Q3: 24,042 shares; 2023Q4: 23,989 shares 23,989 $2.52M 0.1% -53 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 98,552 shares; 2022Q3: 98,552 shares; 2022Q4: 98,552 shares; 2023Q1: 98,552 shares; 2023Q2: 98,552 shares; 2023Q3: 98,552 shares; 2023Q4: 98,552 shares 98,552 $2.52M 0.1% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 122,220 shares; 2022Q3: 119,468 shares; 2022Q4: 42,609 shares; 2023Q1: 33,600 shares; 2023Q2: 30,357 shares; 2023Q3: 27,771 shares; 2023Q4: 27,048 shares 27,048 $2.44M 0.1% -723 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,468 shares; 2022Q3: 7,523 shares; 2022Q4: 8,028 shares; 2023Q1: 8,003 shares; 2023Q2: 7,492 shares; 2023Q3: 7,425 shares; 2023Q4: 7,428 shares 7,428 $2.2M 0.09% +3 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,358 shares; 2022Q3: 4,346 shares; 2022Q4: 4,257 shares; 2023Q1: 4,149 shares; 2023Q2: 4,084 shares; 2023Q3: 3,949 shares; 2023Q4: 4,257 shares 4,257 $2.16M 0.09% +308 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 22,311 shares; 2022Q3: 21,656 shares; 2022Q4: 21,460 shares; 2023Q1: 20,260 shares; 2023Q2: 20,041 shares; 2023Q3: 19,953 shares; 2023Q4: 19,808 shares 19,808 $2.15M 0.09% -145 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 86,486 shares; 2022Q3: 85,344 shares; 2022Q4: 84,284 shares; 2023Q1: 91,077 shares; 2023Q2: 82,959 shares; 2023Q3: 82,441 shares; 2023Q4: 73,388 shares 73,388 $2.11M 0.09% -9,053 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 48,097 shares 48,097 $2.1M 0.09% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,372 shares; 2022Q3: 9,922 shares; 2022Q4: 9,993 shares; 2023Q1: 9,737 shares; 2023Q2: 9,066 shares; 2023Q3: 8,720 shares; 2023Q4: 8,004 shares 8,004 $2.1M 0.09% -716 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,161 shares; 2022Q3: 22,192 shares; 2022Q4: 22,192 shares; 2023Q1: 7,862 shares; 2023Q2: 7,735 shares; 2023Q3: 7,785 shares; 2023Q4: 7,615 shares 7,615 $1.98M 0.08% -170 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,356 shares; 2022Q3: 1,281 shares; 2022Q4: 1,281 shares; 2023Q1: 1,281 shares; 2023Q2: 1,253 shares; 2023Q3: 1,259 shares; 2023Q4: 1,259 shares 1,259 $1.98M 0.08% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 206,436 shares; 2022Q3: 201,585 shares; 2022Q4: 201,338 shares; 2023Q1: 197,855 shares; 2023Q2: 89,420 shares; 2023Q3: 87,928 shares; 2023Q4: 47,225 shares 47,225 $1.76M 0.07% -40,703 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; 2022Q1: restricted; 2022Q2: 21,739 shares; 2022Q3: 20,744 shares; 2022Q4: 19,731 shares; 2023Q1: 18,111 shares; 2023Q2: 17,124 shares; 2023Q3: 16,932 shares; 2023Q4: 17,777 shares 17,777 $1.73M 0.07% +845 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25,479 shares; 2022Q3: 23,029 shares; 2022Q4: 21,683 shares; 2023Q1: 21,043 shares; 2023Q2: 19,767 shares; 2023Q3: 18,560 shares; 2023Q4: 17,634 shares 17,634 $1.69M 0.07% -926 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; 2022Q1: restricted; 2022Q2: 6,080 shares; 2022Q3: 4,059 shares; 2022Q4: 3,811 shares; 2023Q1: 2,569 shares; 2023Q2: 1,963 shares; 2023Q3: 2,103 shares; 2023Q4: 12,387 shares 12,387 $1.69M 0.07% +10,284 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; 2022Q1: restricted; 2022Q2: 289,625 shares; 2022Q3: 269,618 shares; 2022Q4: 60,831 shares; 2023Q1: 46,534 shares; 2023Q2: 41,498 shares; 2023Q3: 43,139 shares; 2023Q4: 43,742 shares 43,742 $1.65M 0.07% +603 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,239 shares; 2022Q3: 21,098 shares; 2022Q4: 20,541 shares; 2023Q1: 13,285 shares; 2023Q2: 3,548 shares; 2023Q3: 3,882 shares; 2023Q4: 3,797 shares 3,797 $1.63M 0.07% -85 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 219,177 shares; 2022Q3: 215,805 shares; 2022Q4: 40,603 shares; 2023Q1: 23,708 shares; 2023Q2: 20,679 shares; 2023Q3: 24,664 shares; 2023Q4: 19,123 shares 19,123 $1.58M 0.07% -5,541 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,962 shares; 2022Q3: 7,293 shares; 2022Q4: 6,715 shares; 2023Q1: 6,796 shares; 2023Q2: 6,635 shares; 2023Q3: 6,719 shares; 2023Q4: 10,735 shares 10,735 $1.55M 0.06% +4,016 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,260 shares; 2022Q3: 75,294 shares; 2022Q4: 92,668 shares; 2023Q1: 136,371 shares; 2023Q2: 137,616 shares; 2023Q3: 134,486 shares; 2023Q4: 98,988 shares 98,988 $1.54M 0.06% -35,498 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 18,376 shares 18,376 $1.51M 0.06% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,554 shares; 2022Q3: 11,869 shares; 2022Q4: 12,250 shares; 2023Q1: 11,096 shares; 2023Q2: 15,286 shares; 2023Q3: 14,434 shares; 2023Q4: 12,913 shares 12,913 $1.4M 0.06% -1,521 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; 2022Q1: restricted; 2022Q2: 7,603 shares; 2022Q3: 3,245 shares; 2022Q4: 12,765 shares; 2023Q1: 10,041 shares; 2023Q2: 9,740 shares; 2023Q3: 7,260 shares; 2023Q4: 7,151 shares 7,151 $1.38M 0.06% -109 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; 2022Q1: restricted; 2022Q2: 12,541 shares; 2022Q3: 11,667 shares; 2022Q4: 9,930 shares; 2023Q1: 9,476 shares; 2023Q2: 9,343 shares; 2023Q3: 9,258 shares; 2023Q4: 7,948 shares 7,948 $1.35M 0.06% -1,310 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,263 shares; 2022Q3: 20,226 shares; 2022Q4: 19,963 shares; 2023Q1: 19,713 shares; 2023Q2: 15,943 shares; 2023Q3: 20,470 shares; 2023Q4: 20,488 shares 20,488 $1.33M 0.06% +18 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,876 shares; 2022Q3: 27,389 shares; 2022Q4: 10,297 shares; 2023Q1: 7,834 shares; 2023Q2: 7,589 shares; 2023Q3: 9,693 shares; 2023Q4: 9,428 shares 9,428 $1.31M 0.05% -265 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,569 shares; 2022Q3: 5,631 shares; 2022Q4: 5,549 shares; 2023Q1: 5,455 shares; 2023Q2: 5,373 shares; 2023Q3: 5,372 shares; 2023Q4: 5,357 shares 5,357 $1.3M 0.05% -15 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,097 shares; 2022Q3: 3,422 shares; 2022Q4: 3,233 shares; 2023Q1: 3,153 shares; 2023Q2: 3,153 shares; 2023Q3: 3,153 shares; 2023Q4: 3,253 shares 3,253 $1.3M 0.05% +100 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,620 shares; 2022Q3: 4,911 shares; 2022Q4: 5,421 shares; 2023Q1: 5,382 shares; 2023Q2: 5,007 shares; 2023Q3: 5,090 shares; 2023Q4: 5,182 shares 5,182 $1.29M 0.05% +92 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,510 shares; 2022Q3: 9,780 shares; 2022Q4: 9,780 shares; 2023Q1: 9,780 shares; 2023Q2: 9,680 shares; 2023Q3: 9,680 shares; 2023Q4: 9,680 shares 9,680 $1.27M 0.05% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 350 shares; 2022Q3: 1,004 shares; 2022Q4: 70,774 shares; 2023Q1: 22,763 shares; 2023Q2: 12,158 shares; 2023Q3: 7,857 shares; 2023Q4: 10,480 shares 10,480 $1.14M 0.05% +2,623 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,892 shares; 2022Q3: 3,865 shares; 2022Q4: 3,951 shares; 2023Q1: 3,985 shares; 2023Q2: 3,987 shares; 2023Q3: 4,281 shares; 2023Q4: 3,770 shares 3,770 $1.09M 0.05% -511 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,642 shares; 2022Q3: 14,337 shares; 2022Q4: 14,041 shares; 2023Q1: 13,265 shares; 2023Q2: 11,399 shares; 2023Q3: 10,959 shares; 2023Q4: 9,659 shares 9,659 $1.06M 0.04% -1,300 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,208 shares; 2022Q3: 5,153 shares; 2022Q4: 5,319 shares; 2023Q1: 5,302 shares; 2023Q2: 3,923 shares; 2023Q3: 3,728 shares; 2023Q4: 3,763 shares 3,763 $1.03M 0.04% +35 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; 2022Q1: restricted; 2022Q2: 37,594 shares; 2022Q3: 31,952 shares; 2022Q4: 28,997 shares; 2023Q1: 25,061 shares; 2023Q2: 23,292 shares; 2023Q3: 21,839 shares; 2023Q4: 20,226 shares 20,226 $1.02M 0.04% -1,613 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,862 shares; 2022Q3: 7,447 shares; 2022Q4: 7,442 shares; 2023Q1: 7,394 shares; 2023Q2: 7,394 shares; 2023Q3: 7,094 shares; 2023Q4: 6,821 shares 6,821 $1.02M 0.04% -273 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 60,443 shares; 2022Q3: 59,259 shares; 2022Q4: 4,087 shares; 2023Q1: 2,282 shares; 2023Q2: 1,569 shares; 2023Q3: 1,240 shares; 2023Q4: 13,217 shares 13,217 $1.02M 0.04% +11,977 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 16,369 shares; 2022Q3: 15,494 shares; 2022Q4: 15,484 shares; 2023Q1: 15,484 shares; 2023Q2: 15,484 shares; 2023Q3: 16,410 shares; 2023Q4: 15,855 shares 15,855 $993K 0.04% -555 Timeline INDB INDEPENDENT BK CORP MASS More: the full row for INDEPENDENT BK CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,000 shares; 2022Q3: 15,000 shares; 2022Q4: 15,000 shares; 2023Q1: 15,000 shares; 2023Q2: 15,000 shares; 2023Q3: 15,000 shares; 2023Q4: 15,000 shares 15,000 $987K 0.04% 0 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; 2022Q1: restricted; 2022Q2: 7,723 shares; 2022Q3: 7,669 shares; 2022Q4: 7,664 shares; 2023Q1: 7,624 shares; 2023Q2: 7,549 shares; 2023Q3: 7,549 shares; 2023Q4: 7,549 shares 7,549 $986K 0.04% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,095 shares; 2022Q3: 23,278 shares; 2022Q4: 28,096 shares; 2023Q1: 15,299 shares; 2023Q2: 17,842 shares; 2023Q3: 19,345 shares; 2023Q4: 19,730 shares 19,730 $956K 0.04% +385 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 24,022 shares; 2022Q3: 21,316 shares; 2022Q4: 16,357 shares; 2023Q1: 18,139 shares; 2023Q2: 16,094 shares; 2023Q3: 15,082 shares; 2023Q4: 12,144 shares 12,144 $915K 0.04% -2,938 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,753 shares; 2022Q3: 7,870 shares; 2022Q4: 7,703 shares; 2023Q1: 7,561 shares; 2023Q2: 7,801 shares; 2023Q3: 7,824 shares; 2023Q4: 7,778 shares 7,778 $912K 0.04% -46 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,245 shares; 2022Q3: 2,996 shares; 2022Q4: 2,996 shares; 2023Q1: 2,996 shares; 2023Q2: 2,972 shares; 2023Q3: 2,972 shares; 2023Q4: 2,972 shares 2,972 $890K 0.04% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,275 shares; 2022Q3: 7,275 shares; 2022Q4: 4,775 shares; 2023Q1: 5,325 shares; 2023Q2: 5,325 shares; 2023Q3: 7,725 shares; 2023Q4: 6,725 shares 6,725 $889K 0.04% -1,000 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,066 shares; 2022Q3: 9,930 shares; 2022Q4: 9,804 shares; 2023Q1: 9,774 shares; 2023Q2: 9,589 shares; 2023Q3: 9,374 shares; 2023Q4: 9,374 shares 9,374 $886K 0.04% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 29,514 shares; 2022Q3: 19,937 shares; 2022Q4: 21,937 shares; 2023Q1: 21,575 shares; 2023Q2: 21,026 shares; 2023Q3: 25,016 shares; 2023Q4: 24,531 shares 24,531 $850K 0.04% -485 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; 2022Q1: restricted; 2022Q2: 2,823 shares; 2022Q3: 3,306 shares; 2022Q4: 2,527 shares; 2023Q1: 2,405 shares; 2023Q2: 4,115 shares; 2023Q3: 4,221 shares; 2023Q4: 4,150 shares 4,150 $793K 0.03% -71 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,776 shares; 2022Q3: 9,788 shares; 2022Q4: 9,776 shares; 2023Q1: 9,776 shares; 2023Q2: 9,600 shares; 2023Q3: 9,600 shares; 2023Q4: 9,600 shares 9,600 $792K 0.03% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,116 shares; 2022Q3: 7,519 shares; 2022Q4: 8,740 shares; 2023Q1: 8,469 shares; 2023Q2: 8,121 shares; 2023Q3: 11,214 shares; 2023Q4: 11,214 shares 11,214 $787K 0.03% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,488 shares; 2022Q3: 4,528 shares; 2022Q4: 4,198 shares; 2023Q1: 3,498 shares; 2023Q2: 3,300 shares; 2023Q3: 3,350 shares; 2023Q4: 3,097 shares 3,097 $781K 0.03% -253 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; 2022Q1: restricted; 2022Q2: 39,801 shares; 2022Q3: 37,812 shares; 2022Q4: 36,184 shares; 2023Q1: 36,138 shares; 2023Q2: 35,423 shares; 2023Q3: 6,675 shares; 2023Q4: 4,518 shares 4,518 $770K 0.03% -2,157 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,422 shares; 2022Q3: 5,332 shares; 2022Q4: 3,049 shares; 2023Q1: 3,049 shares; 2023Q2: 3,200 shares; 2023Q3: 3,356 shares; 2023Q4: 3,300 shares 3,300 $768K 0.03% -56 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; 2022Q1: restricted; 2022Q2: 72,715 shares; 2022Q3: 68,471 shares; 2022Q4: 60,478 shares; 2023Q1: 57,069 shares; 2023Q2: 50,122 shares; 2023Q3: 48,734 shares; 2023Q4: 44,736 shares 44,736 $751K 0.03% -3,998 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; 2022Q1: restricted; 2022Q2: 926 shares; 2022Q3: 926 shares; 2022Q4: 926 shares; 2023Q1: 926 shares; 2023Q2: 1,689 shares; 2023Q3: 1,989 shares; 2023Q4: 1,989 shares 1,989 $750K 0.03% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,038 shares; 2022Q3: 13,681 shares; 2022Q4: 13,570 shares; 2023Q1: 13,480 shares; 2023Q2: 13,188 shares; 2023Q3: 13,079 shares; 2023Q4: 12,989 shares 12,989 $746K 0.03% -90 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,113 shares; 2022Q3: 2,155 shares; 2022Q4: 2,518 shares; 2023Q1: 2,392 shares; 2023Q2: 1,881 shares; 2023Q3: 1,823 shares; 2023Q4: 1,736 shares 1,736 $740K 0.03% -87 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; 2022Q1: restricted; 2022Q2: 19,378 shares; 2022Q3: 18,482 shares; 2022Q4: 18,090 shares; 2023Q1: 15,667 shares; 2023Q2: 14,831 shares; 2023Q3: 15,273 shares; 2023Q4: 15,005 shares 15,005 $739K 0.03% -268 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,058 shares; 2022Q3: 6,159 shares; 2022Q4: 6,159 shares; 2023Q1: 5,722 shares; 2023Q2: 5,283 shares; 2023Q3: 5,741 shares; 2023Q4: 5,757 shares 5,757 $735K 0.03% +16 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; 2022Q1: restricted; 2022Q2: 6,583 shares; 2022Q3: 6,151 shares; 2022Q4: 6,320 shares; 2023Q1: 6,332 shares; 2023Q2: 6,327 shares; 2023Q3: 6,260 shares; 2023Q4: 6,028 shares 6,028 $732K 0.03% -232 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 201 shares; 2022Q3: 22,351 shares; 2022Q4: 10,271 shares; 2023Q1: 8,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares 6,000 $719K 0.03% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,841 shares; 2022Q3: 5,082 shares; 2022Q4: 5,320 shares; 2023Q1: 5,515 shares; 2023Q2: 7,436 shares; 2023Q3: 7,662 shares; 2023Q4: 7,612 shares 7,612 $693K 0.03% -50 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; 2022Q1: restricted; 2022Q2: 7,229 shares; 2022Q3: 7,232 shares; 2022Q4: 11,300 shares; 2023Q1: 9,885 shares; 2023Q2: 8,220 shares; 2023Q3: 8,220 shares; 2023Q4: 8,220 shares 8,220 $689K 0.03% 0 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,000 shares; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares; 2023Q3: 11,500 shares; 2023Q4: 11,500 shares 11,500 $688K 0.03% 0 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; 2022Q1: restricted; 2022Q2: 1,614 shares; 2022Q3: 1,559 shares; 2022Q4: 1,495 shares; 2023Q1: 1,479 shares; 2023Q2: 1,559 shares; 2023Q3: 1,524 shares; 2023Q4: 1,482 shares 1,482 $672K 0.03% -42 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,611 shares; 2022Q3: 3,009 shares; 2022Q4: 2,777 shares; 2023Q1: 2,939 shares; 2023Q2: 2,939 shares; 2023Q3: 2,905 shares; 2023Q4: 2,962 shares 2,962 $669K 0.03% +57 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,493 shares; 2022Q3: 2,308 shares; 2022Q4: 2,293 shares; 2023Q1: 2,395 shares; 2023Q2: 2,370 shares; 2023Q3: 2,257 shares; 2023Q4: 2,250 shares 2,250 $650K 0.03% -7 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; 2022Q1: restricted; 2022Q2: 7,190 shares; 2022Q3: 6,970 shares; 2022Q4: 6,929 shares; 2023Q1: 3,237 shares; 2023Q2: 3,119 shares; 2023Q3: 3,109 shares; 2023Q4: 2,739 shares 2,739 $647K 0.03% -370 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,780 shares; 2022Q3: 10,235 shares; 2022Q4: 10,571 shares; 2023Q1: 8,604 shares; 2023Q2: 7,773 shares; 2023Q3: 8,276 shares; 2023Q4: 8,525 shares 8,525 $644K 0.03% +249 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,571 shares; 2022Q3: 10,894 shares; 2022Q4: 10,394 shares; 2023Q1: 9,567 shares; 2023Q2: 8,912 shares; 2023Q3: 8,854 shares; 2023Q4: 8,120 shares 8,120 $631K 0.03% -734 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,786 shares; 2022Q3: 7,188 shares; 2022Q4: 41,019 shares; 2023Q1: 13,132 shares; 2023Q2: 11,054 shares; 2023Q3: 10,571 shares; 2023Q4: 8,662 shares 8,662 $609K 0.03% -1,909 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,900 shares; 2022Q3: 1,900 shares; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares; 2023Q4: 1,900 shares 1,900 $594K 0.02% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,234 shares; 2022Q3: 8,345 shares; 2022Q4: 7,986 shares; 2023Q1: 7,673 shares; 2023Q2: 7,646 shares; 2023Q3: 7,456 shares; 2023Q4: 7,842 shares 7,842 $573K 0.02% +386 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; 2022Q1: restricted; 2022Q2: 232,469 shares; 2022Q3: 227,753 shares; 2022Q4: 34,875 shares; 2023Q1: 19,927 shares; 2023Q2: 15,070 shares; 2023Q3: 13,570 shares; 2023Q4: 13,077 shares 13,077 $573K 0.02% -493 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,340 shares; 2022Q3: 4,262 shares; 2022Q4: 4,554 shares; 2023Q1: 4,344 shares; 2023Q2: 3,887 shares; 2023Q3: 3,887 shares; 2023Q4: 3,887 shares 3,887 $554K 0.02% 0 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,442 shares; 2022Q3: 3,067 shares; 2022Q4: 3,182 shares; 2023Q1: 3,182 shares; 2023Q2: 3,182 shares; 2023Q3: 3,182 shares; 2023Q4: 3,182 shares 3,182 $548K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,533 shares; 2022Q3: 4,398 shares; 2022Q4: 4,173 shares; 2023Q1: 4,105 shares; 2023Q2: 3,162 shares; 2023Q3: 3,144 shares; 2023Q4: 4,344 shares 4,344 $546K 0.02% +1,200 Timeline MYI BLACKROCK MUNIYIELD QUALITY More: the full row for BLACKROCK MUNIYIELD QUALITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32,800 shares; 2022Q3: not reported; 2022Q4: 25,000 shares; 2023Q1: 25,000 shares; 2023Q2: 25,000 shares; 2023Q3: 37,225 shares; 2023Q4: 45,960 shares 45,960 $535K 0.02% +8,735 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,999 shares; 2022Q3: 1,999 shares; 2022Q4: 1,999 shares; 2023Q1: 1,999 shares; 2023Q2: 1,999 shares; 2023Q3: 1,999 shares; 2023Q4: 1,999 shares 1,999 $535K 0.02% 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; 2022Q1: restricted; 2022Q2: 3,563 shares; 2022Q3: 3,665 shares; 2022Q4: 3,665 shares; 2023Q1: 3,515 shares; 2023Q2: 2,908 shares; 2023Q3: 3,153 shares; 2023Q4: 3,146 shares 3,146 $520K 0.02% -7 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; 2022Q1: restricted; 2022Q2: 1,987 shares; 2022Q3: not reported; 2022Q4: 9,451 shares; 2023Q1: 8,539 shares; 2023Q2: 8,539 shares; 2023Q3: 7,089 shares; 2023Q4: 7,089 shares 7,089 $515K 0.02% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,302 shares; 2022Q3: 1,384 shares; 2022Q4: 1,307 shares; 2023Q1: 1,307 shares; 2023Q2: 2,035 shares; 2023Q3: 1,929 shares; 2023Q4: 1,655 shares 1,655 $514K 0.02% -274 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,384 shares; 2022Q3: 6,691 shares; 2022Q4: 6,896 shares; 2023Q1: 6,544 shares; 2023Q2: 6,426 shares; 2023Q3: 6,049 shares; 2023Q4: 6,449 shares 6,449 $514K 0.02% +400 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,626 shares; 2022Q3: 3,553 shares; 2022Q4: 3,401 shares; 2023Q1: 3,084 shares; 2023Q2: 2,963 shares; 2023Q3: 2,945 shares; 2023Q4: 2,689 shares 2,689 $512K 0.02% -256 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,864 shares; 2022Q3: 13,675 shares; 2022Q4: 13,248 shares; 2023Q1: 12,904 shares; 2023Q2: 12,860 shares; 2023Q3: 12,860 shares; 2023Q4: 6,630 shares 6,630 $510K 0.02% -6,230 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,665 shares; 2022Q3: 8,468 shares; 2022Q4: 8,865 shares; 2023Q1: 6,195 shares; 2023Q2: 6,005 shares; 2023Q3: 7,338 shares; 2023Q4: 7,187 shares 7,187 $504K 0.02% -151 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,717 shares; 2022Q3: 1,756 shares; 2022Q4: 1,719 shares; 2023Q1: 1,894 shares; 2023Q2: 1,680 shares; 2023Q3: 1,635 shares; 2023Q4: 1,630 shares 1,630 $497K 0.02% -5 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,213 shares; 2022Q3: 5,331 shares; 2022Q4: 5,133 shares; 2023Q1: 5,091 shares; 2023Q2: 5,027 shares; 2023Q3: 4,991 shares; 2023Q4: 5,387 shares 5,387 $482K 0.02% +396 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,092 shares; 2022Q3: 8,941 shares; 2022Q4: 8,355 shares; 2023Q1: 6,256 shares; 2023Q2: 5,904 shares; 2023Q3: 5,273 shares; 2023Q4: 5,137 shares 5,137 $479K 0.02% -136 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,538 shares; 2022Q3: 2,488 shares; 2022Q4: 2,351 shares; 2023Q1: 2,351 shares; 2023Q2: 2,311 shares; 2023Q3: 2,311 shares; 2023Q4: 2,283 shares 2,283 $470K 0.02% -28 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,285 shares; 2022Q3: 2,885 shares; 2022Q4: 2,235 shares; 2023Q1: 2,099 shares; 2023Q2: 1,617 shares; 2023Q3: 1,664 shares; 2023Q4: 1,525 shares 1,525 $462K 0.02% -139 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,910 shares; 2022Q3: 4,955 shares; 2022Q4: 4,340 shares; 2023Q1: 4,107 shares; 2023Q2: 2,867 shares; 2023Q3: 2,449 shares; 2023Q4: 2,647 shares 2,647 $460K 0.02% +198 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; 2022Q1: restricted; 2022Q2: 4,523 shares; 2022Q3: 4,300 shares; 2022Q4: 3,872 shares; 2023Q1: 3,712 shares; 2023Q2: 3,440 shares; 2023Q3: 3,238 shares; 2023Q4: 3,126 shares 3,126 $457K 0.02% -112 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,616 shares; 2022Q3: 10,613 shares; 2022Q4: 10,759 shares; 2023Q1: 10,689 shares; 2023Q2: 10,540 shares; 2023Q3: 10,925 shares; 2023Q4: 10,540 shares 10,540 $449K 0.02% -385 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,968 shares; 2022Q3: 1,968 shares; 2022Q4: 1,968 shares; 2023Q1: 1,395 shares; 2023Q2: 1,395 shares; 2023Q3: 1,395 shares; 2023Q4: 1,395 shares 1,395 $433K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,107 shares; 2022Q3: 7,580 shares; 2022Q4: 7,192 shares; 2023Q1: 7,192 shares; 2023Q2: 5,595 shares; 2023Q3: 5,595 shares; 2023Q4: 5,595 shares 5,595 $433K 0.02% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,773 shares; 2022Q3: 3,737 shares; 2022Q4: 3,540 shares; 2023Q1: 3,540 shares; 2023Q2: 3,540 shares; 2023Q3: 3,589 shares; 2023Q4: 3,540 shares 3,540 $431K 0.02% -49 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,857 shares; 2022Q3: 7,773 shares; 2022Q4: 7,095 shares; 2023Q1: 7,000 shares; 2023Q2: 6,950 shares; 2023Q3: 6,950 shares; 2023Q4: 6,495 shares 6,495 $427K 0.02% -455 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,019 shares; 2022Q3: 5,019 shares; 2022Q4: 5,019 shares; 2023Q1: 5,019 shares; 2023Q2: 5,019 shares; 2023Q3: 5,038 shares; 2023Q4: 5,019 shares 5,019 $419K 0.02% -19 Timeline GGN GAMCO GLOBAL GOLD NAT RES & More: the full row for GAMCO GLOBAL GOLD NAT RES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 63,125 shares; 2022Q3: 63,125 shares; 2022Q4: 88,125 shares; 2023Q1: 88,125 shares; 2023Q2: 88,125 shares; 2023Q3: 111,325 shares; 2023Q4: 111,325 shares 111,325 $419K 0.02% 0 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,821 shares; 2022Q3: 3,073 shares; 2022Q4: 3,186 shares; 2023Q1: 3,233 shares; 2023Q2: 4,397 shares; 2023Q3: 4,837 shares; 2023Q4: 4,810 shares 4,810 $409K 0.02% -27 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,895 shares; 2022Q3: 12,066 shares; 2022Q4: 9,525 shares; 2023Q1: 9,156 shares; 2023Q2: 4,520 shares; 2023Q3: 2,595 shares; 2023Q4: 1,973 shares 1,973 $396K 0.02% -622 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,415 shares; 2022Q3: 9,241 shares; 2022Q4: 9,133 shares; 2023Q1: 8,429 shares; 2023Q2: 7,969 shares; 2023Q3: 7,886 shares; 2023Q4: 3,397 shares 3,397 $394K 0.02% -4,489 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,013 shares; 2022Q3: 1,734 shares; 2022Q4: 1,571 shares; 2023Q1: 1,653 shares; 2023Q2: 1,455 shares; 2023Q3: 1,415 shares; 2023Q4: 1,012 shares 1,012 $384K 0.02% -403 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 711 shares; 2022Q3: 729 shares; 2022Q4: 721 shares; 2023Q1: 704 shares; 2023Q2: 679 shares; 2023Q3: 646 shares; 2023Q4: 635 shares 635 $383K 0.02% -11 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,033 shares; 2022Q3: 1,033 shares; 2022Q4: 1,528 shares; 2023Q1: 1,528 shares; 2023Q2: 1,474 shares; 2023Q3: 1,534 shares; 2023Q4: 1,459 shares 1,459 $379K 0.02% -75 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,461 shares; 2022Q3: 2,582 shares; 2022Q4: 2,393 shares; 2023Q1: 2,501 shares; 2023Q2: 2,268 shares; 2023Q3: 2,128 shares; 2023Q4: 2,401 shares 2,401 $378K 0.02% +273 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,002 shares; 2022Q3: 1,843 shares; 2022Q4: 1,861 shares; 2023Q1: 1,793 shares; 2023Q2: 1,781 shares; 2023Q3: 1,816 shares; 2023Q4: 1,906 shares 1,906 $361K 0.02% +90 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,917 shares; 2023Q2: 1,672 shares; 2023Q3: 1,672 shares; 2023Q4: 1,504 shares 1,504 $358K 0.01% -168 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,100 shares; 2022Q3: 1,100 shares; 2022Q4: 5,973 shares; 2023Q1: 5,409 shares; 2023Q2: 2,030 shares; 2023Q3: 1,357 shares; 2023Q4: 1,357 shares 1,357 $356K 0.01% 0 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; 2022Q1: restricted; 2022Q2: 11,945 shares; 2022Q3: 10,091 shares; 2022Q4: 10,059 shares; 2023Q1: 5,059 shares; 2023Q2: 4,436 shares; 2023Q3: 7,647 shares; 2023Q4: 7,547 shares 7,547 $355K 0.01% -100 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,079 shares; 2022Q3: 4,171 shares; 2022Q4: 4,272 shares; 2023Q1: 2,237 shares; 2023Q2: 2,237 shares; 2023Q3: 2,235 shares; 2023Q4: 2,149 shares 2,149 $345K 0.01% -86 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 15,736 shares; 2022Q3: 14,609 shares; 2022Q4: 13,623 shares; 2023Q1: 13,157 shares; 2023Q2: 13,002 shares; 2023Q3: 12,859 shares; 2023Q4: 6,146 shares 6,146 $337K 0.01% -6,713 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 26,523 shares; 2022Q3: 28,959 shares; 2022Q4: 18,688 shares; 2023Q1: 18,088 shares; 2023Q2: 19,188 shares; 2023Q3: 13,953 shares; 2023Q4: 8,229 shares 8,229 $332K 0.01% -5,724 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,247 shares; 2022Q3: 3,777 shares; 2022Q4: 3,708 shares; 2023Q1: 3,512 shares; 2023Q2: 2,786 shares; 2023Q3: 2,786 shares; 2023Q4: 2,940 shares 2,940 $328K 0.01% +154 Timeline IVOO 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; 2022Q1: restricted; 2022Q2: 1,932 shares; 2022Q3: 1,932 shares; 2022Q4: 1,733 shares; 2023Q1: 3,466 shares; 2023Q2: 3,466 shares; 2023Q3: 3,432 shares; 2023Q4: 3,432 shares 3,432 $323K 0.01% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 462 shares; 2022Q3: 1,257 shares; 2022Q4: 1,297 shares; 2023Q1: 860 shares; 2023Q2: 757 shares; 2023Q3: 757 shares; 2023Q4: 662 shares 662 $320K 0.01% -95 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 750 shares; 2022Q3: 750 shares; 2022Q4: 1,290 shares; 2023Q1: 1,290 shares; 2023Q2: 1,230 shares; 2023Q3: 1,230 shares; 2023Q4: 1,230 shares 1,230 $319K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,689 shares; 2022Q3: 5,326 shares; 2022Q4: 5,632 shares; 2023Q1: 5,585 shares; 2023Q2: 5,308 shares; 2023Q3: 5,167 shares; 2023Q4: 2,370 shares 2,370 $316K 0.01% -2,797 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,234 shares; 2022Q3: 3,442 shares; 2022Q4: 3,628 shares; 2023Q1: 2,999 shares; 2023Q2: 2,674 shares; 2023Q3: 2,613 shares; 2023Q4: 2,374 shares 2,374 $313K 0.01% -239 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,700 shares; 2022Q3: 6,700 shares; 2022Q4: 7,100 shares; 2023Q1: 6,500 shares; 2023Q2: 6,500 shares; 2023Q3: 6,500 shares; 2023Q4: 5,600 shares 5,600 $313K 0.01% -900 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; 2022Q1: restricted; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares 3,000 $312K 0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 550 shares; 2022Q4: 550 shares; 2023Q1: 1,100 shares; 2023Q2: 1,100 shares; 2023Q3: 1,200 shares; 2023Q4: 1,200 shares 1,200 $306K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,508 shares; 2022Q3: 4,603 shares; 2022Q4: 4,550 shares; 2023Q1: 4,304 shares; 2023Q2: 4,225 shares; 2023Q3: 4,344 shares; 2023Q4: 4,225 shares 4,225 $305K 0.01% -119 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,083 shares; 2022Q3: 5,733 shares; 2022Q4: 5,233 shares; 2023Q1: 5,233 shares; 2023Q2: 5,233 shares; 2023Q3: 6,096 shares; 2023Q4: 4,916 shares 4,916 $303K 0.01% -1,180 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 169 shares; 2022Q3: 169 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,000 shares 5,000 $302K 0.01% new Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,000 shares; 2022Q3: 6,000 shares; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares 6,000 $301K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,129 shares; 2022Q3: 9,129 shares; 2022Q4: 8,128 shares; 2023Q1: 8,128 shares; 2023Q2: 8,047 shares; 2023Q3: 8,047 shares; 2023Q4: 8,047 shares 8,047 $285K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,577 shares; 2022Q3: 1,601 shares; 2022Q4: 1,527 shares; 2023Q1: 1,705 shares; 2023Q2: 1,705 shares; 2023Q3: 1,705 shares; 2023Q4: 1,527 shares 1,527 $285K 0.01% -178 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,808 shares; 2022Q3: 6,808 shares; 2022Q4: 6,658 shares; 2023Q1: 4,558 shares; 2023Q2: 4,558 shares; 2023Q3: 4,558 shares; 2023Q4: 4,558 shares 4,558 $279K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 106,842 shares; 2022Q3: 124,908 shares; 2022Q4: 151,391 shares; 2023Q1: 151,942 shares; 2023Q2: 151,082 shares; 2023Q3: 20,325 shares; 2023Q4: 3,396 shares 3,396 $279K 0.01% -16,929 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,681 shares; 2022Q3: 2,678 shares; 2022Q4: 2,667 shares; 2023Q1: 3,772 shares; 2023Q2: 3,441 shares; 2023Q3: 2,007 shares; 2023Q4: 2,007 shares 2,007 $275K 0.01% 0 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; 2022Q1: restricted; 2022Q2: 5,326 shares; 2022Q3: 5,326 shares; 2022Q4: 4,362 shares; 2023Q1: 4,908 shares; 2023Q2: 4,908 shares; 2023Q3: 4,858 shares; 2023Q4: 4,858 shares 4,858 $274K 0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 31,634 shares; 2022Q3: 16,725 shares; 2022Q4: 41,540 shares; 2023Q1: 24,164 shares; 2023Q2: 12,239 shares; 2023Q3: 8,239 shares; 2023Q4: 7,223 shares 7,223 $272K 0.01% -1,016 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,654 shares; 2022Q3: 1,518 shares; 2022Q4: 1,469 shares; 2023Q1: 1,469 shares; 2023Q2: 1,469 shares; 2023Q3: 1,940 shares; 2023Q4: 1,932 shares 1,932 $270K 0.01% -8 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,752 shares; 2022Q3: 1,632 shares; 2022Q4: 1,464 shares; 2023Q1: 1,564 shares; 2023Q2: 1,450 shares; 2023Q3: 1,388 shares; 2023Q4: 1,100 shares 1,100 $264K 0.01% -288 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,860 shares; 2022Q3: 3,010 shares; 2022Q4: 2,860 shares; 2023Q1: 2,860 shares; 2023Q2: 2,860 shares; 2023Q3: 2,860 shares; 2023Q4: 2,981 shares 2,981 $258K 0.01% +121 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 19,618 shares; 2022Q3: 20,116 shares; 2022Q4: 2,274 shares; 2023Q1: 2,190 shares; 2023Q2: 2,190 shares; 2023Q3: 2,712 shares; 2023Q4: 2,654 shares 2,654 $250K 0.01% -58 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,429 shares; 2022Q3: 7,237 shares; 2022Q4: 4,134 shares; 2023Q1: 2,880 shares; 2023Q2: 2,320 shares; 2023Q3: 2,320 shares; 2023Q4: 2,320 shares 2,320 $242K 0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,599 shares; 2022Q3: 18,538 shares; 2022Q4: 18,538 shares; 2023Q1: 18,538 shares; 2023Q2: 17,942 shares; 2023Q3: 17,942 shares; 2023Q4: 8,000 shares 8,000 $241K 0.01% -9,942 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 369 shares; 2022Q3: 443 shares; 2022Q4: 439 shares; 2023Q1: 439 shares; 2023Q2: 589 shares; 2023Q3: 588 shares; 2023Q4: 591 shares 591 $240K 0.01% +3 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 143 shares; 2022Q3: 135 shares; 2022Q4: 135 shares; 2023Q1: 95 shares; 2023Q2: 93 shares; 2023Q3: 96 shares; 2023Q4: 93 shares 93 $240K 0.01% -3 Timeline CHDN CHURCHILL DOWNS INC More: the full row for CHURCHILL DOWNS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 890 shares; 2022Q3: 890 shares; 2022Q4: 890 shares; 2023Q1: 890 shares; 2023Q2: 1,780 shares; 2023Q3: 1,780 shares; 2023Q4: 1,780 shares 1,780 $240K 0.01% 0 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,407 shares; 2022Q3: 1,201 shares; 2022Q4: 1,201 shares; 2023Q1: 961 shares; 2023Q2: 921 shares; 2023Q3: 921 shares; 2023Q4: 843 shares 843 $236K 0.01% -78 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,365 shares; 2022Q3: 7,970 shares; 2022Q4: 4,605 shares; 2023Q1: 4,678 shares; 2023Q2: 6,131 shares; 2023Q3: 7,101 shares; 2023Q4: 7,331 shares 7,331 $235K 0.01% +230 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,041 shares; 2022Q3: 2,979 shares; 2022Q4: 2,979 shares; 2023Q1: 2,941 shares; 2023Q2: 2,811 shares; 2023Q3: 2,811 shares; 2023Q4: 3,686 shares 3,686 $233K 0.01% +875 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; 2022Q1: restricted; 2022Q2: 1,742 shares; 2022Q3: 688 shares; 2022Q4: 2,917 shares; 2023Q1: 1,977 shares; 2023Q2: 1,573 shares; 2023Q3: 1,298 shares; 2023Q4: 1,298 shares 1,298 $232K 0.01% 0 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,776 shares; 2022Q3: 1,625 shares; 2022Q4: 1,625 shares; 2023Q1: 1,625 shares; 2023Q2: 4,190 shares; 2023Q3: 4,190 shares; 2023Q4: 4,190 shares 4,190 $231K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,444 shares; 2022Q3: 5,404 shares; 2022Q4: 5,404 shares; 2023Q1: 5,404 shares; 2023Q2: 4,350 shares; 2023Q3: 4,383 shares; 2023Q4: 4,350 shares 4,350 $226K 0.01% -33 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 188,162 shares; 2022Q3: 198,995 shares; 2022Q4: 24,306 shares; 2023Q1: 9,742 shares; 2023Q2: 6,966 shares; 2023Q3: 6,463 shares; 2023Q4: 2,268 shares 2,268 $225K 0.01% -4,195 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,726 shares; 2022Q3: 2,943 shares; 2022Q4: 2,318 shares; 2023Q1: 2,118 shares; 2023Q2: 1,902 shares; 2023Q3: 1,708 shares; 2023Q4: 1,549 shares 1,549 $221K 0.01% -159 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,463 shares; 2022Q3: 1,499 shares; 2022Q4: 1,457 shares; 2023Q1: 1,363 shares; 2023Q2: 1,064 shares; 2023Q3: 922 shares; 2023Q4: 969 shares 969 $218K 0.01% +47 Timeline HL HECLA MINING COMPANY More: the full row for HECLA MINING COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 44,000 shares; 2022Q3: 44,000 shares; 2022Q4: 44,000 shares; 2023Q1: 44,000 shares; 2023Q2: 44,000 shares; 2023Q3: 44,000 shares; 2023Q4: 44,000 shares 44,000 $212K 0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,576 shares; 2022Q3: 3,166 shares; 2022Q4: 3,147 shares; 2023Q1: 3,147 shares; 2023Q2: 3,147 shares; 2023Q3: 3,180 shares; 2023Q4: 3,647 shares 3,647 $211K 0.01% +467 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,864 shares; 2022Q3: 1,524 shares; 2022Q4: 1,296 shares; 2023Q1: 1,199 shares; 2023Q2: 1,115 shares; 2023Q3: 1,115 shares; 2023Q4: 1,195 shares 1,195 $208K 0.01% +80 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 452 shares; 2022Q3: 432 shares; 2022Q4: 395 shares; 2023Q1: 382 shares; 2023Q2: 381 shares; 2023Q3: 372 shares; 2023Q4: 372 shares 372 $206K 0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,924 shares; 2022Q3: 1,719 shares; 2022Q4: 1,636 shares; 2023Q1: 1,561 shares; 2023Q2: 1,536 shares; 2023Q3: 1,506 shares; 2023Q4: 1,327 shares 1,327 $203K 0.01% -179 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,864 shares; 2022Q3: 4,671 shares; 2022Q4: 4,430 shares; 2023Q1: 3,180 shares; 2023Q2: 2,905 shares; 2023Q3: 2,126 shares; 2023Q4: 2,088 shares 2,088 $203K 0.01% -38 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 350 shares; 2022Q3: 355 shares; 2022Q4: 255 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 252 shares; 2023Q4: 250 shares 250 $201K 0.01% -2 Timeline ECBK ECB BANCORP INC More: the full row for ECB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 16,000 shares; 2023Q1: 16,000 shares; 2023Q2: 16,000 shares; 2023Q3: 16,000 shares; 2023Q4: 16,000 shares 16,000 $201K 0.01% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,720 shares; 2022Q3: 1,391 shares; 2022Q4: 1,433 shares; 2023Q1: 1,433 shares; 2023Q2: 1,367 shares; 2023Q3: 1,317 shares; 2023Q4: 1,306 shares 1,306 $201K 0.01% -11 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 919 shares; 2022Q3: 924 shares; 2022Q4: 919 shares; 2023Q1: 919 shares; 2023Q2: 919 shares; 2023Q3: 925 shares; 2023Q4: 919 shares 919 $198K 0.01% -6 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares 4,000 $195K 0.01% 0 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; 2022Q1: restricted; 2022Q2: 1,161 shares; 2022Q3: 236 shares; 2022Q4: 319 shares; 2023Q1: 319 shares; 2023Q2: 1,515 shares; 2023Q3: 1,515 shares; 2023Q4: 1,306 shares 1,306 $195K 0.01% -209 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares; 2022Q4: 1,999 shares; 2023Q1: 1,280 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 1,280 shares 1,280 $188K 0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,937 shares; 2022Q3: 1,827 shares; 2022Q4: 1,480 shares; 2023Q1: 1,480 shares; 2023Q2: 2,180 shares; 2023Q3: 2,030 shares; 2023Q4: 2,550 shares 2,550 $188K 0.01% +520 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,151 shares; 2022Q3: 1,151 shares; 2022Q4: 1,151 shares; 2023Q1: 1,151 shares; 2023Q2: 1,022 shares; 2023Q3: 1,022 shares; 2023Q4: 1,022 shares 1,022 $187K 0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,488 shares; 2022Q3: 2,238 shares; 2022Q4: 1,938 shares; 2023Q1: 1,938 shares; 2023Q2: 1,938 shares; 2023Q3: 1,938 shares; 2023Q4: 1,938 shares 1,938 $185K 0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 777 shares; 2022Q3: 707 shares; 2022Q4: 683 shares; 2023Q1: 683 shares; 2023Q2: 650 shares; 2023Q3: 853 shares; 2023Q4: 800 shares 800 $184K 0.01% -53 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,456 shares; 2022Q3: 929 shares; 2022Q4: 805 shares; 2023Q1: 776 shares; 2023Q2: 826 shares; 2023Q3: 776 shares; 2023Q4: 751 shares 751 $183K 0.01% -25 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,025 shares; 2022Q3: 1,025 shares; 2022Q4: 1,767 shares; 2023Q1: 1,767 shares; 2023Q2: 2,025 shares; 2023Q3: 2,055 shares; 2023Q4: 2,025 shares 2,025 $183K 0.01% -30 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 238 shares; 2022Q3: 31 shares; 2022Q4: 391 shares; 2023Q1: 386 shares; 2023Q2: 380 shares; 2023Q3: 406 shares; 2023Q4: 396 shares 396 $182K 0.01% -10 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 876 shares; 2022Q3: 876 shares; 2022Q4: 876 shares; 2023Q1: 876 shares; 2023Q2: 876 shares; 2023Q3: 2,227 shares; 2023Q4: 1,844 shares 1,844 $182K 0.01% -383 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,000 shares; 2022Q3: 4,017 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares 4,000 $181K 0.01% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,006 shares; 2022Q3: 8,645 shares; 2022Q4: 5,437 shares; 2023Q1: 8,111 shares; 2023Q2: 5,437 shares; 2023Q3: 5,437 shares; 2023Q4: 5,437 shares 5,437 $178K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,100 shares; 2022Q3: 5,882 shares; 2022Q4: 5,770 shares; 2023Q1: 5,770 shares; 2023Q2: 4,950 shares; 2023Q3: 4,950 shares; 2023Q4: 4,600 shares 4,600 $178K 0.01% -350 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,480 shares; 2022Q3: 1,191 shares; 2022Q4: 1,191 shares; 2023Q1: 1,191 shares; 2023Q2: 1,191 shares; 2023Q3: 1,005 shares; 2023Q4: 1,218 shares 1,218 $177K 0.01% +213 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,617 shares; 2022Q3: 638 shares; 2022Q4: 80 shares; 2023Q1: 63 shares; 2023Q2: 49 shares; 2023Q3: 49 shares; 2023Q4: 49 shares 49 $174K 0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 410,894 shares; 2022Q3: 399,862 shares; 2022Q4: 644,617 shares; 2023Q1: 184,343 shares; 2023Q2: 83,649 shares; 2023Q3: 91,891 shares; 2023Q4: 8,914 shares 8,914 $173K 0.01% -82,977 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; 2022Q1: restricted; 2022Q2: 3,010 shares; 2022Q3: 1,923 shares; 2022Q4: 2,166 shares; 2023Q1: 1,864 shares; 2023Q2: 1,964 shares; 2023Q3: 2,056 shares; 2023Q4: 2,079 shares 2,079 $169K 0.01% +23 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,750 shares; 2022Q3: 1,804 shares; 2022Q4: 1,804 shares; 2023Q1: 1,804 shares; 2023Q2: 1,750 shares; 2023Q3: 1,750 shares; 2023Q4: 1,500 shares 1,500 $169K 0.01% -250 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; 2022Q1: restricted; 2022Q2: 3,267 shares; 2022Q3: 3,267 shares; 2022Q4: 3,267 shares; 2023Q1: 3,267 shares; 2023Q2: 3,267 shares; 2023Q3: 2,922 shares; 2023Q4: 2,922 shares 2,922 $168K 0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20,500 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7,122 shares; 2023Q2: 10,493 shares; 2023Q3: 10,493 shares; 2023Q4: 10,493 shares 10,493 $167K 0.01% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 34 shares; 2022Q3: 707 shares; 2022Q4: 822 shares; 2023Q1: 719 shares; 2023Q2: 662 shares; 2023Q3: 662 shares; 2023Q4: 662 shares 662 $166K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,338 shares; 2022Q3: 5,802 shares; 2022Q4: 6,711 shares; 2023Q1: 3,627 shares; 2023Q2: 3,020 shares; 2023Q3: 3,045 shares; 2023Q4: 1,930 shares 1,930 $165K 0.01% -1,115 Timeline HPS HANCOCK JOHN PFD INCOME FD I More: the full row for HANCOCK JOHN PFD INCOME FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 11,500 shares; 2023Q4: 11,500 shares 11,500 $163K 0.01% 0 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,429 shares; 2022Q3: 1,219 shares; 2022Q4: 1,119 shares; 2023Q1: 534 shares; 2023Q2: 406 shares; 2023Q3: 406 shares; 2023Q4: 406 shares 406 $162K 0.01% 0 Timeline CWI 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; 2022Q1: restricted; 2022Q2: 8,124 shares; 2022Q3: 7,055 shares; 2022Q4: 6,190 shares; 2023Q1: 6,175 shares; 2023Q2: 5,998 shares; 2023Q3: 5,949 shares; 2023Q4: 5,867 shares 5,867 $159K 0.01% -82 Timeline EPP ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,665 shares; 2022Q3: 3,665 shares; 2022Q4: 2,685 shares; 2023Q1: 2,207 shares; 2023Q2: 3,630 shares; 2023Q3: 3,630 shares; 2023Q4: 3,630 shares 3,630 $158K 0.01% 0 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,615 shares; 2022Q3: 1,500 shares; 2022Q4: 1,462 shares; 2023Q1: 1,450 shares; 2023Q2: 1,450 shares; 2023Q3: 1,515 shares; 2023Q4: 1,450 shares 1,450 $157K 0.01% -65 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 519 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 506 shares; 2023Q4: 500 shares 500 $157K 0.01% -6 Timeline LPG DORIAN LPG LTD More: the full row for DORIAN LPG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,500 shares; 2023Q1: 3,500 shares; 2023Q2: 3,500 shares; 2023Q3: 3,500 shares; 2023Q4: 3,500 shares 3,500 $154K 0.01% 0 Timeline VERA VERA THERAPEUTICS INC More: the full row for VERA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,887 shares; 2022Q3: 9,887 shares; 2022Q4: 9,887 shares; 2023Q1: 9,887 shares; 2023Q2: 9,887 shares; 2023Q3: 9,887 shares; 2023Q4: 9,887 shares 9,887 $152K 0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,344 shares; 2022Q3: 4,344 shares; 2022Q4: 4,344 shares; 2023Q1: 4,344 shares; 2023Q2: 4,344 shares; 2023Q3: 4,344 shares; 2023Q4: 4,344 shares 4,344 $152K 0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,360 shares; 2022Q3: 1,365 shares; 2022Q4: 1,360 shares; 2023Q1: 1,360 shares; 2023Q2: 1,360 shares; 2023Q3: 1,360 shares; 2023Q4: 1,360 shares 1,360 $150K 0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: 20,727 shares; 2022Q3: 20,618 shares; 2022Q4: 20,059 shares; 2023Q1: 20,059 shares; 2023Q2: 20,059 shares; 2023Q3: 20,059 shares; 2023Q4: 8,800 shares 8,800 $149K 0.01% -11,259 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,706 shares; 2022Q3: 5,706 shares; 2022Q4: 5,706 shares; 2023Q1: 5,706 shares; 2023Q2: 5,706 shares; 2023Q3: 6,176 shares; 2023Q4: 6,506 shares 6,506 $148K 0.01% +330 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,000 shares; 2022Q3: 6,000 shares; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares; 2023Q3: 6,000 shares; 2023Q4: 6,000 shares 6,000 $144K 0.01% 0 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,499 shares; 2022Q3: 4,499 shares; 2022Q4: 4,499 shares; 2023Q1: 4,499 shares; 2023Q2: 4,499 shares; 2023Q3: 4,499 shares; 2023Q4: 4,499 shares 4,499 $142K 0.01% 0 Timeline XFRAX BLACKROCK FLOATING RATE INCO More: the full row for BLACKROCK FLOATING RATE INCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,009 shares; 2022Q3: 11,009 shares; 2022Q4: 11,009 shares; 2023Q1: 11,009 shares; 2023Q2: 11,009 shares; 2023Q3: 11,009 shares; 2023Q4: 11,009 shares 11,009 $139K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 722 shares; 2022Q3: 650 shares; 2022Q4: 679 shares; 2023Q1: 657 shares; 2023Q2: 618 shares; 2023Q3: 702 shares; 2023Q4: 618 shares 618 $139K 0.01% -84 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,466 shares; 2022Q3: 7,070 shares; 2022Q4: 5,998 shares; 2023Q1: 677 shares; 2023Q2: 418 shares; 2023Q3: 393 shares; 2023Q4: 393 shares 393 $138K 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,740 shares; 2023Q2: 1,681 shares; 2023Q3: 1,780 shares; 2023Q4: 1,785 shares 1,785 $138K 0.01% +5 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 153 shares; 2022Q3: 153 shares; 2022Q4: 157 shares; 2023Q1: 157 shares; 2023Q2: 157 shares; 2023Q3: 168 shares; 2023Q4: 157 shares 157 $138K 0.01% -11 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,570 shares; 2023Q4: 1,233 shares 1,233 $135K 0.01% -337 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 307 shares; 2022Q3: 237 shares; 2022Q4: 185 shares; 2023Q1: 174 shares; 2023Q2: 160 shares; 2023Q3: 308 shares; 2023Q4: 281 shares 281 $132K 0.01% -27 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,030 shares; 2022Q3: 1,030 shares; 2022Q4: 1,030 shares; 2023Q1: 1,030 shares; 2023Q2: 1,030 shares; 2023Q3: 1,030 shares; 2023Q4: 1,030 shares 1,030 $129K 0.01% 0 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; 2022Q1: restricted; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: 275 shares; 2023Q1: 275 shares; 2023Q2: 2,331 shares; 2023Q3: 2,331 shares; 2023Q4: 2,331 shares 2,331 $128K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,950 shares; 2022Q3: 1,950 shares; 2022Q4: 1,950 shares; 2023Q1: 1,950 shares; 2023Q2: 1,950 shares; 2023Q3: 1,950 shares; 2023Q4: 1,950 shares 1,950 $127K 0.01% 0 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $124K 0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,820 shares; 2022Q3: 2,820 shares; 2022Q4: 2,820 shares; 2023Q1: 2,820 shares; 2023Q2: 2,820 shares; 2023Q3: 2,820 shares; 2023Q4: 2,820 shares 2,820 $123K 0.01% 0 AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,676 shares; 2022Q3: 4,676 shares; 2022Q4: 4,676 shares; 2023Q1: 4,676 shares; 2023Q2: 4,676 shares; 2023Q3: 4,676 shares; 2023Q4: 4,676 shares 4,676 $122K 0.01% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 792 shares; 2022Q3: 772 shares; 2022Q4: 472 shares; 2023Q1: 472 shares; 2023Q2: 472 shares; 2023Q3: 472 shares; 2023Q4: 472 shares 472 $119K <0.01% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,050 shares; 2022Q3: 1,951 shares; 2022Q4: 1,880 shares; 2023Q1: 1,880 shares; 2023Q2: 1,850 shares; 2023Q3: 1,850 shares; 2023Q4: 846 shares 846 $119K <0.01% -1,004 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; 2022Q1: restricted; 2022Q2: 235 shares; 2022Q3: 250 shares; 2022Q4: 200 shares; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 149 shares; 2023Q4: 149 shares 149 $117K <0.01% 0 VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 9,105 shares; 2022Q3: 5,693 shares; 2022Q4: 1,930 shares; 2023Q1: 4,569 shares; 2023Q2: 1,930 shares; 2023Q3: 1,930 shares; 2023Q4: 1,930 shares 1,930 $114K <0.01% 0 Timeline FEZ 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; 2022Q1: restricted; 2022Q2: 610 shares; 2022Q3: 610 shares; 2022Q4: 2,385 shares; 2023Q1: 2,385 shares; 2023Q2: 2,385 shares; 2023Q3: 2,385 shares; 2023Q4: 2,385 shares 2,385 $114K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 1,591 shares; 2022Q3: 875 shares; 2022Q4: 1,768 shares; 2023Q1: 1,767 shares; 2023Q2: 1,080 shares; 2023Q3: 930 shares; 2023Q4: 1,000 shares 1,000 $114K <0.01% +70 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,225 shares; 2022Q3: 1,225 shares; 2022Q4: 1,225 shares; 2023Q1: 1,225 shares; 2023Q2: 1,225 shares; 2023Q3: 1,225 shares; 2023Q4: 1,225 shares 1,225 $114K <0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,064 shares; 2022Q3: 7,618 shares; 2022Q4: 5,736 shares; 2023Q1: 5,736 shares; 2023Q2: 5,280 shares; 2023Q3: 4,280 shares; 2023Q4: 4,280 shares 4,280 $113K <0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 18,787 shares; 2022Q3: 15,229 shares; 2022Q4: 6,017 shares; 2023Q1: 4,291 shares; 2023Q2: 2,548 shares; 2023Q3: 2,548 shares; 2023Q4: 2,798 shares 2,798 $113K <0.01% +250 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,985 shares; 2022Q3: 3,281 shares; 2022Q4: 3,419 shares; 2023Q1: 3,380 shares; 2023Q2: 3,107 shares; 2023Q3: 3,315 shares; 2023Q4: 3,107 shares 3,107 $112K <0.01% -208 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 750 shares; 2023Q4: 825 shares 825 $112K <0.01% +75 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,969 shares; 2022Q3: 3,969 shares; 2022Q4: 3,969 shares; 2023Q1: 3,969 shares; 2023Q2: 4,219 shares; 2023Q3: 3,969 shares; 2023Q4: 3,969 shares 3,969 $111K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,366 shares; 2022Q3: 2,300 shares; 2022Q4: 2,273 shares; 2023Q1: 1,665 shares; 2023Q2: 1,665 shares; 2023Q3: 1,569 shares; 2023Q4: 1,440 shares 1,440 $110K <0.01% -129 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares 1,500 $108K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 235 shares; 2022Q3: 235 shares; 2022Q4: 235 shares; 2023Q1: 235 shares; 2023Q2: 235 shares; 2023Q3: 235 shares; 2023Q4: 235 shares 235 $108K <0.01% 0 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,690 shares; 2022Q3: 2,306 shares; 2022Q4: 2,016 shares; 2023Q1: 2,521 shares; 2023Q2: 2,260 shares; 2023Q3: 1,793 shares; 2023Q4: 1,660 shares 1,660 $108K <0.01% -133 Timeline TXNM TXNM ENERGY INC More: the full row for TXNM ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,632 shares; 2022Q3: 2,632 shares; 2022Q4: 2,632 shares; 2023Q1: 2,632 shares; 2023Q2: 2,557 shares; 2023Q3: 2,557 shares; 2023Q4: 2,557 shares 2,557 $106K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 23,625 shares; 2022Q3: 23,625 shares; 2022Q4: 23,625 shares; 2023Q1: 23,625 shares; 2023Q2: 23,625 shares; 2023Q3: 23,625 shares; 2023Q4: 23,625 shares 23,625 $106K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 1,535 shares; 2022Q3: 783 shares; 2022Q4: 723 shares; 2023Q1: 801 shares; 2023Q2: 771 shares; 2023Q3: 524 shares; 2023Q4: 504 shares 504 $102K <0.01% -20 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 353 shares; 2022Q3: 356 shares; 2022Q4: 256 shares; 2023Q1: 222 shares; 2023Q2: 208 shares; 2023Q3: 208 shares; 2023Q4: 207 shares 207 $101K <0.01% -1 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 842 shares; 2022Q3: 842 shares; 2022Q4: 842 shares; 2023Q1: 842 shares; 2023Q2: 842 shares; 2023Q3: 842 shares; 2023Q4: 842 shares 842 $100K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 219 shares; 2022Q3: 217 shares; 2022Q4: 213 shares; 2023Q1: 131 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 160 shares 160 $100K <0.01% +62 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,585 shares; 2022Q3: 1,694 shares; 2022Q4: 1,604 shares; 2023Q1: 1,604 shares; 2023Q2: 1,590 shares; 2023Q3: 1,700 shares; 2023Q4: 1,687 shares 1,687 $97.2K <0.01% -13 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,676 shares; 2022Q3: 2,676 shares; 2022Q4: 2,676 shares; 2023Q1: 2,676 shares; 2023Q2: 2,676 shares; 2023Q3: 2,036 shares; 2023Q4: 1,800 shares 1,800 $97.1K <0.01% -236 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,234 shares; 2022Q3: 1,234 shares; 2022Q4: 1,234 shares; 2023Q1: 1,214 shares; 2023Q2: 1,206 shares; 2023Q3: 1,256 shares; 2023Q4: 1,269 shares 1,269 $97.1K <0.01% +13 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 386 shares; 2022Q3: 391 shares; 2022Q4: 586 shares; 2023Q1: 586 shares; 2023Q2: 586 shares; 2023Q3: 586 shares; 2023Q4: 586 shares 586 $96.6K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,652 shares; 2022Q3: 1,665 shares; 2022Q4: 1,692 shares; 2023Q1: 1,660 shares; 2023Q2: 1,652 shares; 2023Q3: 1,673 shares; 2023Q4: 600 shares 600 $95.5K <0.01% -1,073 Timeline FELC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,581 shares 3,581 $95.2K <0.01% new Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares; 2023Q2: 1,500 shares; 2023Q3: 1,500 shares; 2023Q4: 1,500 shares 1,500 $93.9K <0.01% 0 Timeline KIE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,075 shares; 2022Q3: 2,075 shares; 2022Q4: 2,075 shares; 2023Q1: 2,075 shares; 2023Q2: 2,075 shares; 2023Q3: 2,075 shares; 2023Q4: 2,075 shares 2,075 $93.8K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,473 shares; 2022Q3: 1,473 shares; 2022Q4: 1,473 shares; 2023Q1: 1,300 shares; 2023Q2: 1,300 shares; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares 1,300 $91.9K <0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 382 shares; 2022Q3: 386 shares; 2022Q4: 382 shares; 2023Q1: 342 shares; 2023Q2: 277 shares; 2023Q3: 277 shares; 2023Q4: 168 shares 168 $91.6K <0.01% -109 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,650 shares; 2023Q3: 1,650 shares; 2023Q4: 1,650 shares 1,650 $91.4K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,962 shares; 2022Q3: 2,396 shares; 2022Q4: 2,239 shares; 2023Q1: 1,743 shares; 2023Q2: 1,743 shares; 2023Q3: 1,243 shares; 2023Q4: 1,391 shares 1,391 $89.9K <0.01% +148 Timeline VTES VANGUARD WELLINGTON FD More: the full row for VANGUARD WELLINGTON FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 882 shares 882 $89.4K <0.01% new Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,437 shares; 2022Q3: 1,264 shares; 2022Q4: 807 shares; 2023Q1: 730 shares; 2023Q2: 730 shares; 2023Q3: 655 shares; 2023Q4: 655 shares 655 $89K <0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 194 shares; 2022Q3: 194 shares; 2022Q4: 181 shares; 2023Q1: 132 shares; 2023Q2: 132 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $87.1K <0.01% 0 Timeline PWV 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; 2022Q1: restricted; 2022Q2: 2,485 shares; 2022Q3: 2,485 shares; 2022Q4: 2,251 shares; 2023Q1: 2,251 shares; 2023Q2: 2,251 shares; 2023Q3: 2,110 shares; 2023Q4: 1,710 shares 1,710 $86.8K <0.01% -400 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 397 shares; 2022Q3: 399 shares; 2022Q4: 397 shares; 2023Q1: 397 shares; 2023Q2: 335 shares; 2023Q3: 335 shares; 2023Q4: 335 shares 335 $86.7K <0.01% 0 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,072,760 shares; 2022Q3: 105,220 shares; 2022Q4: 105,220 shares; 2023Q1: 105,220 shares; 2023Q2: 5,220 shares; 2023Q3: 5,220 shares; 2023Q4: 5,220 shares 5,220 $86.3K <0.01% 0 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,007 shares; 2022Q3: 3,011 shares; 2022Q4: 2,992 shares; 2023Q1: 2,992 shares; 2023Q2: 2,992 shares; 2023Q3: 2,992 shares; 2023Q4: 2,992 shares 2,992 $85.5K <0.01% 0 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,674 shares 1,674 $85.5K <0.01% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 900 shares; 2022Q3: 914 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,015 shares; 2023Q4: 1,000 shares 1,000 $85.3K <0.01% -15 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 1,636 shares; 2022Q4: 1,636 shares; 2023Q1: 1,212 shares; 2023Q2: 1,212 shares; 2023Q3: 1,212 shares; 2023Q4: 1,212 shares 1,212 $85.2K <0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 329 shares; 2022Q3: 334 shares; 2022Q4: 329 shares; 2023Q1: 329 shares; 2023Q2: 329 shares; 2023Q3: 834 shares; 2023Q4: 834 shares 834 $84.4K <0.01% 0 Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,500 shares; 2023Q2: 4,500 shares; 2023Q3: 2,000 shares; 2023Q4: 1,000 shares 1,000 $83.3K <0.01% -1,000 Timeline WS WORTHINGTON STL INC More: the full row for WORTHINGTON STL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,922 shares 2,922 $82.1K <0.01% new Timeline AKRO AKERO THERAPEUTICS INC More: the full row for AKERO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,500 shares; 2022Q3: 3,500 shares; 2022Q4: 3,500 shares; 2023Q1: 3,500 shares; 2023Q2: 3,500 shares; 2023Q3: 3,500 shares; 2023Q4: 3,500 shares 3,500 $81.7K <0.01% 0 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,731 shares; 2022Q3: 1,731 shares; 2022Q4: 1,731 shares; 2023Q1: 1,431 shares; 2023Q2: 1,100 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares 1,100 $81K <0.01% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,717 shares; 2022Q3: 2,741 shares; 2022Q4: 2,717 shares; 2023Q1: 2,717 shares; 2023Q2: 2,717 shares; 2023Q3: 2,192 shares; 2023Q4: 1,942 shares 1,942 $80.4K <0.01% -250 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,885 shares; 2022Q3: 4,890 shares; 2022Q4: 4,885 shares; 2023Q1: 4,885 shares; 2023Q2: 1,885 shares; 2023Q3: 1,885 shares; 2023Q4: 1,885 shares 1,885 $80K <0.01% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 717 shares; 2022Q3: 717 shares; 2022Q4: 717 shares; 2023Q1: 717 shares; 2023Q2: 717 shares; 2023Q3: 717 shares; 2023Q4: 717 shares 717 $79.9K <0.01% 0 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 950 shares; 2023Q1: 950 shares; 2023Q2: 950 shares; 2023Q3: 950 shares; 2023Q4: 950 shares 950 $77.2K <0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,607 shares; 2022Q3: 1,607 shares; 2022Q4: 1,607 shares; 2023Q1: 1,607 shares; 2023Q2: 1,439 shares; 2023Q3: 911 shares; 2023Q4: 660 shares 660 $76.8K <0.01% -251 Timeline MRAM EVERSPIN TECHNOLOGIES INC More: the full row for EVERSPIN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 8,400 shares; 2022Q3: 8,400 shares; 2022Q4: 8,400 shares; 2023Q1: 8,400 shares; 2023Q2: 8,400 shares; 2023Q3: 8,400 shares; 2023Q4: 8,400 shares 8,400 $75.9K <0.01% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 11,195 shares; 2022Q4: 7,704 shares; 2023Q1: 7,220 shares; 2023Q2: 6,678 shares; 2023Q3: 7,591 shares; 2023Q4: 6,593 shares 6,593 $75K <0.01% -998 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 77,952 shares; 2022Q3: 29,621 shares; 2022Q4: 12,884 shares; 2023Q1: 8,257 shares; 2023Q2: 5,049 shares; 2023Q3: 2,022 shares; 2023Q4: 1,481 shares 1,481 $74.9K <0.01% -541 Timeline HXL HEXCEL CORP NEW More: the full row for HEXCEL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,742 shares; 2022Q3: 1,735 shares; 2022Q4: 1,815 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $73.8K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,501 shares; 2022Q3: 9,960 shares; 2022Q4: 9,263 shares; 2023Q1: 9,263 shares; 2023Q2: 9,219 shares; 2023Q3: 9,101 shares; 2023Q4: 1,538 shares 1,538 $73.7K <0.01% -7,563 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,100 shares; 2022Q3: 1,004 shares; 2022Q4: 1,000 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $73.6K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 490 shares; 2022Q3: 490 shares; 2022Q4: 490 shares; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares 490 $72.7K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,412 shares; 2022Q3: 2,082 shares; 2022Q4: 1,865 shares; 2023Q1: 1,643 shares; 2023Q2: 1,452 shares; 2023Q3: 1,077 shares; 2023Q4: 932 shares 932 $72.2K <0.01% -145 Timeline HP HELMERICH & PAYNE INC More: the full row for HELMERICH & PAYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,975 shares; 2022Q3: 1,975 shares; 2022Q4: 1,975 shares; 2023Q1: 1,975 shares; 2023Q2: 1,975 shares; 2023Q3: 1,975 shares; 2023Q4: 1,975 shares 1,975 $71.5K <0.01% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,487 shares; 2022Q3: 1,374 shares; 2022Q4: 1,314 shares; 2023Q1: 1,141 shares; 2023Q2: 935 shares; 2023Q3: 875 shares; 2023Q4: 875 shares 875 $70.9K <0.01% 0 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,168 shares; 2022Q3: 1,168 shares; 2022Q4: 1,168 shares; 2023Q1: 1,168 shares; 2023Q2: 1,168 shares; 2023Q3: 1,168 shares; 2023Q4: 1,168 shares 1,168 $70.3K <0.01% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 425 shares; 2022Q3: 435 shares; 2022Q4: 425 shares; 2023Q1: 425 shares; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: 425 shares 425 $70.1K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,166 shares; 2022Q3: 2,116 shares; 2022Q4: 2,116 shares; 2023Q1: 2,116 shares; 2023Q2: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $69.5K <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 581 shares; 2022Q3: 591 shares; 2022Q4: 591 shares; 2023Q1: 591 shares; 2023Q2: 558 shares; 2023Q3: 558 shares; 2023Q4: 228 shares 228 $68.3K <0.01% -330 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,400 shares; 2022Q3: 1,400 shares; 2022Q4: 1,400 shares; 2023Q1: 1,250 shares; 2023Q2: 943 shares; 2023Q3: 943 shares; 2023Q4: 943 shares 943 $67.9K <0.01% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 390 shares; 2022Q3: 249 shares; 2022Q4: 263 shares; 2023Q1: 238 shares; 2023Q2: 266 shares; 2023Q3: 232 shares; 2023Q4: 232 shares 232 $67.5K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,352 shares; 2022Q3: 2,372 shares; 2022Q4: 2,352 shares; 2023Q1: 2,352 shares; 2023Q2: 2,026 shares; 2023Q3: 3,026 shares; 2023Q4: 2,194 shares 2,194 $66.8K <0.01% -832 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares 350 $66.6K <0.01% 0 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $66.5K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 909 shares; 2022Q3: 909 shares; 2022Q4: 909 shares; 2023Q1: 909 shares; 2023Q2: 814 shares; 2023Q3: 834 shares; 2023Q4: 814 shares 814 $65.4K <0.01% -20 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 516 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $65.2K <0.01% 0 Timeline PAGP PLAINS GP HLDGS L P More: the full row for PLAINS GP HLDGS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,084 shares; 2022Q3: 4,084 shares; 2022Q4: 4,084 shares; 2023Q1: 4,084 shares; 2023Q2: 4,084 shares; 2023Q3: 4,084 shares; 2023Q4: 4,084 shares 4,084 $65.1K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 984 shares; 2022Q3: 990 shares; 2022Q4: 975 shares; 2023Q1: 824 shares; 2023Q2: 824 shares; 2023Q3: 824 shares; 2023Q4: 824 shares 824 $63.7K <0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,052 shares; 2022Q3: 2,052 shares; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 1,025 shares; 2023Q4: 658 shares 658 $63.7K <0.01% -367 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,876 shares; 2022Q3: 1,826 shares; 2022Q4: 1,519 shares; 2023Q1: 1,036 shares; 2023Q2: 678 shares; 2023Q3: 678 shares; 2023Q4: 721 shares 721 $63.7K <0.01% +43 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,080 shares; 2022Q3: 2,080 shares; 2022Q4: 2,080 shares; 2023Q1: 2,080 shares; 2023Q2: 2,080 shares; 2023Q3: 2,080 shares; 2023Q4: 2,080 shares 2,080 $63.3K <0.01% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,900 shares; 2022Q3: 2,200 shares; 2022Q4: 1,726 shares; 2023Q1: 304 shares; 2023Q2: 304 shares; 2023Q3: 279 shares; 2023Q4: 279 shares 279 $62.3K <0.01% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,248 shares; 2022Q3: 2,065 shares; 2022Q4: 1,650 shares; 2023Q1: 1,265 shares; 2023Q2: 769 shares; 2023Q3: 291 shares; 2023Q4: 291 shares 291 $62.1K <0.01% 0 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 242 shares; 2022Q3: 245 shares; 2022Q4: 242 shares; 2023Q1: 242 shares; 2023Q2: 242 shares; 2023Q3: 242 shares; 2023Q4: 242 shares 242 $61.4K <0.01% 0 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3,322 shares; 2022Q3: 3,322 shares; 2022Q4: 3,322 shares; 2023Q1: 3,322 shares; 2023Q2: 3,322 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $61K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,789 shares; 2022Q3: 1,799 shares; 2022Q4: 1,789 shares; 2023Q1: 1,749 shares; 2023Q2: 1,687 shares; 2023Q3: 1,659 shares; 2023Q4: 884 shares 884 $60.5K <0.01% -775 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 104 shares; 2022Q3: 104 shares; 2022Q4: 131 shares; 2023Q1: 131 shares; 2023Q2: 131 shares; 2023Q3: 131 shares; 2023Q4: 131 shares 131 $59.1K <0.01% 0 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 980 shares; 2022Q3: 962 shares; 2022Q4: 962 shares; 2023Q1: 736 shares; 2023Q2: 336 shares; 2023Q3: 281 shares; 2023Q4: 277 shares 277 $58.3K <0.01% -4 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,352 shares; 2022Q3: 2,352 shares; 2022Q4: 2,352 shares; 2023Q1: 2,352 shares; 2023Q2: 2,457 shares; 2023Q3: 2,457 shares; 2023Q4: 2,457 shares 2,457 $57.3K <0.01% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 11,332 shares; 2022Q3: 10,216 shares; 2022Q4: 10,200 shares; 2023Q1: 1,600 shares; 2023Q2: 1,526 shares; 2023Q3: 1,100 shares; 2023Q4: 1,100 shares 1,100 $57.3K <0.01% 0 Timeline SILVERCREST METALS INC SILVERCREST METALS INC More: the full row for SILVERCREST METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,680 shares; 2023Q3: 8,680 shares; 2023Q4: 8,680 shares 8,680 $56.9K <0.01% 0 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 545 shares; 2022Q3: 545 shares; 2022Q4: 545 shares; 2023Q1: 545 shares; 2023Q2: 545 shares; 2023Q3: 545 shares; 2023Q4: 545 shares 545 $55.6K <0.01% 0 Timeline ARKX ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3,500 shares; 2023Q3: 3,500 shares; 2023Q4: 3,500 shares 3,500 $53.9K <0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 277 shares; 2022Q3: 402 shares; 2022Q4: 402 shares; 2023Q1: 402 shares; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares 402 $53.4K <0.01% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 130 shares; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 130 shares; 2023Q4: 130 shares 130 $53.2K <0.01% 0 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,209 shares; 2022Q3: 1,064 shares; 2022Q4: 689 shares; 2023Q1: 689 shares; 2023Q2: 689 shares; 2023Q3: 689 shares; 2023Q4: 780 shares 780 $53K <0.01% +91 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,079 shares; 2022Q3: 2,741 shares; 2022Q4: 3,644 shares; 2023Q1: 1,608 shares; 2023Q2: 2,419 shares; 2023Q3: 897 shares; 2023Q4: 465 shares 465 $53K <0.01% -432 Timeline GRID 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $52.4K <0.01% 0 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 61,000 shares; 2022Q3: 61,000 shares; 2022Q4: 40,870 shares; 2023Q1: not reported; 2023Q2: 6,402 shares; 2023Q3: 6,402 shares; 2023Q4: 6,402 shares 6,402 $51.7K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 735 shares; 2022Q3: 779 shares; 2022Q4: 735 shares; 2023Q1: 735 shares; 2023Q2: 735 shares; 2023Q3: 735 shares; 2023Q4: 735 shares 735 $51.4K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,304 shares; 2022Q3: 2,317 shares; 2022Q4: 1,000 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 1,175 shares 1,175 $51.3K <0.01% +675 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 350 shares 350 $50.5K <0.01% 0 CMC COMMERCIAL METALS CO More: the full row for COMMERCIAL METALS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $50K <0.01% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 90 shares; 2022Q3: 90 shares; 2022Q4: 90 shares; 2023Q1: 319 shares; 2023Q2: 229 shares; 2023Q3: 473 shares; 2023Q4: 414 shares 414 $49.3K <0.01% -59 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares; 2023Q4: 3,000 shares 3,000 $48.8K <0.01% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 287 shares; 2022Q4: 269 shares; 2023Q1: 232 shares; 2023Q2: 200 shares; 2023Q3: 229 shares; 2023Q4: 200 shares 200 $48.4K <0.01% -29 Timeline NANR 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; 2022Q1: restricted; 2022Q2: 1,920 shares; 2022Q3: 1,974 shares; 2022Q4: 1,974 shares; 2023Q1: 1,974 shares; 2023Q2: 1,974 shares; 2023Q3: 1,974 shares; 2023Q4: 939 shares 939 $47.9K <0.01% -1,035 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 562 shares; 2022Q3: 562 shares; 2022Q4: 562 shares; 2023Q1: 562 shares; 2023Q2: 562 shares; 2023Q3: 562 shares; 2023Q4: 562 shares 562 $47.4K <0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 80 shares; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $46.1K <0.01% 0 Timeline OZ BELPOINTE PREP LLC More: the full row for BELPOINTE PREP LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 593 shares; 2022Q3: 593 shares; 2022Q4: 593 shares; 2023Q1: 593 shares; 2023Q2: 593 shares; 2023Q3: 593 shares; 2023Q4: 593 shares 593 $45.8K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10,570 shares; 2022Q3: 10,452 shares; 2022Q4: 9,316 shares; 2023Q1: 6,410 shares; 2023Q2: 6,510 shares; 2023Q3: 6,510 shares; 2023Q4: 3,710 shares 3,710 $45.2K <0.01% -2,800 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,700 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,023 shares; 2023Q2: 1,023 shares; 2023Q3: 490 shares; 2023Q4: 490 shares 490 $44.6K <0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,566 shares; 2022Q3: 2,451 shares; 2022Q4: 2,409 shares; 2023Q1: 2,063 shares; 2023Q2: 2,000 shares; 2023Q3: 1,700 shares; 2023Q4: 1,700 shares 1,700 $44.4K <0.01% 0 ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,493 shares; 2022Q3: 1,573 shares; 2022Q4: 923 shares; 2023Q1: 923 shares; 2023Q2: 1,111 shares; 2023Q3: 1,236 shares; 2023Q4: 1,209 shares 1,209 $43.5K <0.01% -27 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; 2022Q1: restricted; 2022Q2: 2,883 shares; 2022Q3: 1,404 shares; 2022Q4: 1,320 shares; 2023Q1: 1,320 shares; 2023Q2: 1,148 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $43.1K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,763 shares; 2022Q3: 745 shares; 2022Q4: 2,677 shares; 2023Q1: 1,375 shares; 2023Q2: 1,375 shares; 2023Q3: 1,375 shares; 2023Q4: 1,375 shares 1,375 $42.9K <0.01% 0 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 474 shares; 2022Q3: 494 shares; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 567 shares; 2023Q4: 450 shares 450 $42.8K <0.01% -117 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,500 shares; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares; 2023Q1: 10,000 shares; 2023Q2: 10,000 shares; 2023Q3: 21,100 shares; 2023Q4: 11,100 shares 11,100 $42.5K <0.01% -10,000 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 648 shares; 2022Q3: 666 shares; 2022Q4: 490 shares; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares 490 $42.3K <0.01% 0 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $41.8K <0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 420 shares; 2022Q3: 407 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 258 shares; 2023Q4: 250 shares 250 $41.1K <0.01% -8 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 383 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 350 shares; 2023Q2: 325 shares; 2023Q3: 325 shares; 2023Q4: 325 shares 325 $41.1K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,415 shares; 2022Q3: 1,842 shares; 2022Q4: 1,470 shares; 2023Q1: 1,125 shares; 2023Q2: 1,125 shares; 2023Q3: 1,125 shares; 2023Q4: 1,125 shares 1,125 $40.7K <0.01% 0 Timeline GBAB GUGGENHEIM TAXABLE MUNICP BO More: the full row for GUGGENHEIM TAXABLE MUNICP BO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares 2,500 $40.5K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 900 shares; 2022Q3: 900 shares; 2022Q4: 900 shares; 2023Q1: 900 shares; 2023Q2: 900 shares; 2023Q3: 900 shares; 2023Q4: 900 shares 900 $40.2K <0.01% 0 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,565 shares; 2022Q3: 5,565 shares; 2022Q4: 5,565 shares; 2023Q1: 5,565 shares; 2023Q2: 5,565 shares; 2023Q3: 5,565 shares; 2023Q4: 599 shares 599 $39.8K <0.01% -4,966 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $39.7K <0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 92 shares; 2022Q3: 133 shares; 2022Q4: 123 shares; 2023Q1: 184 shares; 2023Q2: 184 shares; 2023Q3: 109 shares; 2023Q4: 84 shares 84 $39.6K <0.01% -25 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 393 shares; 2022Q3: 393 shares; 2022Q4: 334 shares; 2023Q1: 312 shares; 2023Q2: 312 shares; 2023Q3: 312 shares; 2023Q4: 562 shares 562 $39.4K <0.01% +250 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,808 shares; 2022Q3: 2,808 shares; 2022Q4: 2,808 shares; 2023Q1: 2,808 shares; 2023Q2: 2,808 shares; 2023Q3: 2,808 shares; 2023Q4: 3,308 shares 3,308 $39.1K <0.01% +500 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 350 shares 350 $38K <0.01% new Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 537 shares; 2022Q3: 537 shares; 2022Q4: 749 shares; 2023Q1: 749 shares; 2023Q2: 566 shares; 2023Q3: 566 shares; 2023Q4: 566 shares 566 $37.7K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 148 shares; 2022Q3: 129 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 105 shares; 2023Q4: 82 shares 82 $36.8K <0.01% -23 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 750 shares; 2022Q3: 750 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $36.3K <0.01% 0 CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,576 shares; 2022Q3: 1,415 shares; 2022Q4: 1,415 shares; 2023Q1: 1,415 shares; 2023Q2: 1,415 shares; 2023Q3: 1,415 shares; 2023Q4: 480 shares 480 $36.3K <0.01% -935 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,700 shares; 2022Q3: 508 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $36.2K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares 5,000 $36K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 1,190 shares; 2022Q3: 970 shares; 2022Q4: 930 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares 250 $35.7K <0.01% 0 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,280 shares; 2022Q3: 1,296 shares; 2022Q4: 1,280 shares; 2023Q1: 1,280 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares; 2023Q4: 1,280 shares 1,280 $34.5K <0.01% 0 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 7,900 shares; 2022Q3: 1,900 shares; 2022Q4: 4,900 shares; 2023Q1: 3,897 shares; 2023Q2: 3,897 shares; 2023Q3: 3,897 shares; 2023Q4: 3,000 shares 3,000 $34.4K <0.01% -897 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 6,377 shares; 2022Q3: 6,298 shares; 2022Q4: 5,534 shares; 2023Q1: 5,440 shares; 2023Q2: 3,109 shares; 2023Q3: 930 shares; 2023Q4: 930 shares 930 $34.4K <0.01% 0 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 958 shares; 2022Q3: 958 shares; 2022Q4: 958 shares; 2023Q1: 958 shares; 2023Q2: 958 shares; 2023Q3: 496 shares; 2023Q4: 496 shares 496 $33.9K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 546 shares; 2022Q3: 546 shares; 2022Q4: 546 shares; 2023Q1: 546 shares; 2023Q2: 534 shares; 2023Q3: 534 shares; 2023Q4: 334 shares 334 $33.2K <0.01% -200 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 650 shares; 2022Q3: 650 shares; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares 650 $32.4K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $31.8K <0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 750 shares; 2022Q4: 750 shares; 2023Q1: 750 shares; 2023Q2: 750 shares; 2023Q3: 750 shares; 2023Q4: 750 shares 750 $31.7K <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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 357 shares; 2023Q2: 357 shares; 2023Q3: 357 shares; 2023Q4: 357 shares 357 $31.7K <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; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 570 shares 570 $31.1K <0.01% +420 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 461 shares; 2023Q2: 461 shares; 2023Q3: 461 shares; 2023Q4: 561 shares 561 $30.2K <0.01% +100 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,790 shares; 2022Q3: 4,020 shares; 2022Q4: 3,077 shares; 2023Q1: 3,077 shares; 2023Q2: 2,763 shares; 2023Q3: 2,740 shares; 2023Q4: 2,760 shares 2,760 $29.9K <0.01% +20 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,282 shares; 2022Q3: 942 shares; 2022Q4: 270 shares; 2023Q1: 820 shares; 2023Q2: 270 shares; 2023Q3: 270 shares; 2023Q4: 270 shares 270 $29.9K <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; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 250 shares 250 $29.7K <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; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 430 shares; 2023Q2: 430 shares; 2023Q3: 430 shares; 2023Q4: 430 shares 430 $29.7K <0.01% 0 Timeline 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; 2022Q1: restricted; 2022Q2: 1,604 shares; 2022Q3: 1,009 shares; 2022Q4: 1,009 shares; 2023Q1: 1,009 shares; 2023Q2: 1,009 shares; 2023Q3: 1,009 shares; 2023Q4: 1,009 shares 1,009 $29.6K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,629 shares; 2022Q3: 1,629 shares; 2022Q4: 1,629 shares; 2023Q1: 1,629 shares; 2023Q2: 1,629 shares; 2023Q3: 1,629 shares; 2023Q4: 1,629 shares 1,629 $29.5K <0.01% 0 LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 962 shares; 2022Q3: 493 shares; 2022Q4: 409 shares; 2023Q1: 652 shares; 2023Q2: 335 shares; 2023Q3: 325 shares; 2023Q4: 275 shares 275 $29.2K <0.01% -50 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,506 shares; 2022Q3: 598 shares; 2022Q4: 475 shares; 2023Q1: 475 shares; 2023Q2: 425 shares; 2023Q3: 425 shares; 2023Q4: 425 shares 425 $29K <0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 990 shares; 2022Q3: 990 shares; 2022Q4: 690 shares; 2023Q1: 600 shares; 2023Q2: 365 shares; 2023Q3: 365 shares; 2023Q4: 365 shares 365 $28.4K <0.01% 0 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 379 shares; 2023Q4: 379 shares 379 $28.3K <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 800 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 600 shares; 2023Q3: 805 shares; 2023Q4: 600 shares 600 $28.2K <0.01% -205 Timeline HARBORONE BANCORP INC NEW HARBORONE BANCORP INC NEW More: the full row for HARBORONE BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,350 shares; 2022Q3: 2,350 shares; 2022Q4: 2,350 shares; 2023Q1: 2,350 shares; 2023Q2: 2,350 shares; 2023Q3: 2,350 shares; 2023Q4: 2,350 shares 2,350 $28.2K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 480 shares; 2022Q3: 480 shares; 2022Q4: 480 shares; 2023Q1: 480 shares; 2023Q2: 480 shares; 2023Q3: 480 shares; 2023Q4: 480 shares 480 $28.1K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 571 shares; 2022Q3: 321 shares; 2022Q4: 220 shares; 2023Q1: 217 shares; 2023Q2: 200 shares; 2023Q3: 350 shares; 2023Q4: 227 shares 227 $27.5K <0.01% -123 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; 2022Q1: restricted; 2022Q2: 1,074 shares; 2022Q3: 947 shares; 2022Q4: 679 shares; 2023Q1: 679 shares; 2023Q2: 679 shares; 2023Q3: 679 shares; 2023Q4: 679 shares 679 $27.4K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,004 shares; 2023Q1: 695 shares; 2023Q2: 345 shares; 2023Q3: 345 shares; 2023Q4: 345 shares 345 $27.4K <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; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 137 shares; 2022Q4: 337 shares; 2023Q1: 337 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 350 shares 350 $27.3K <0.01% +150 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 395 shares; 2023Q2: 395 shares; 2023Q3: 395 shares; 2023Q4: 395 shares 395 $26.3K <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; 2022Q1: restricted; 2022Q2: 2,378 shares; 2022Q3: 2,378 shares; 2022Q4: 2,378 shares; 2023Q1: 2,378 shares; 2023Q2: 2,378 shares; 2023Q3: 2,378 shares; 2023Q4: 2,378 shares 2,378 $26.2K <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; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 654 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 800 shares; 2023Q3: 600 shares; 2023Q4: 900 shares 900 $25.8K <0.01% +300 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; 2022Q1: restricted; 2022Q2: 600 shares; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares; 2023Q4: 600 shares 600 $25.2K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,078 shares; 2022Q3: 1,078 shares; 2022Q4: 1,078 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares 700 $25K <0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 136 shares; 2023Q4: 241 shares 241 $25K <0.01% +105 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 751 shares; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 334 shares; 2023Q4: 334 shares 334 $25K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 4,186 shares; 2022Q3: 4,186 shares; 2022Q4: 4,186 shares; 2023Q1: 4,186 shares; 2023Q2: 4,186 shares; 2023Q3: 4,186 shares; 2023Q4: 4,186 shares 4,186 $24.9K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 154 shares; 2022Q3: 154 shares; 2022Q4: 154 shares; 2023Q1: 154 shares; 2023Q2: 154 shares; 2023Q3: 154 shares; 2023Q4: 154 shares 154 $24.3K <0.01% 0 Timeline SPWRQ SUNPOWER CORP More: the full row for SUNPOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,000 shares; 2022Q3: 5,000 shares; 2022Q4: 5,000 shares; 2023Q1: 5,000 shares; 2023Q2: 5,000 shares; 2023Q3: 5,000 shares; 2023Q4: 5,000 shares 5,000 $24.1K <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; 2022Q1: restricted; 2022Q2: 155 shares; 2022Q3: 341 shares; 2022Q4: 155 shares; 2023Q1: 155 shares; 2023Q2: 155 shares; 2023Q3: 155 shares; 2023Q4: 155 shares 155 $24K <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; 2022Q1: restricted; 2022Q2: 165 shares; 2022Q3: 170 shares; 2022Q4: 165 shares; 2023Q1: 165 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 165 shares 165 $23.4K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 312 shares; 2022Q3: 316 shares; 2022Q4: 312 shares; 2023Q1: 267 shares; 2023Q2: 224 shares; 2023Q3: 199 shares; 2023Q4: 199 shares 199 $23.3K <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; 2022Q1: restricted; 2022Q2: 2,140 shares; 2022Q3: 790 shares; 2022Q4: 490 shares; 2023Q1: 490 shares; 2023Q2: 490 shares; 2023Q3: 490 shares; 2023Q4: 490 shares 490 $23.1K <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; 2022Q1: restricted; 2022Q2: 1,841 shares; 2022Q3: 821 shares; 2022Q4: 821 shares; 2023Q1: 664 shares; 2023Q2: 664 shares; 2023Q3: 664 shares; 2023Q4: 664 shares 664 $21.7K <0.01% 0 HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,140 shares; 2022Q3: 1,106 shares; 2022Q4: 280 shares; 2023Q1: 563 shares; 2023Q2: 280 shares; 2023Q3: 280 shares; 2023Q4: 280 shares 280 $21.7K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,367 shares; 2022Q3: 1,187 shares; 2022Q4: 475 shares; 2023Q1: 475 shares; 2023Q2: 165 shares; 2023Q3: 165 shares; 2023Q4: 165 shares 165 $21.6K <0.01% 0 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; 2022Q1: restricted; 2022Q2: 975 shares; 2022Q3: 975 shares; 2022Q4: 675 shares; 2023Q1: 675 shares; 2023Q2: 675 shares; 2023Q3: 675 shares; 2023Q4: 675 shares 675 $21.6K <0.01% 0 Timeline