ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 39 shares; 2022Q3: 91 shares; 2022Q4: 64 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares 64 $21.6K <0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 224 shares; 2022Q3: 19 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares 175 $21.3K <0.01% 0 Timeline TROX TRONOX HOLDINGS PLC More: the full row for TRONOX HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $21.2K <0.01% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 134 shares; 2022Q3: 66 shares; 2022Q4: 71 shares; 2023Q1: 40 shares; 2023Q2: 37 shares; 2023Q3: 40 shares; 2023Q4: 37 shares 37 $20.9K <0.01% -3 Timeline HNI HNI CORP More: the full row for HNI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares; 2023Q4: 500 shares 500 $20.9K <0.01% 0 Timeline LECO LINCOLN ELEC HLDGS INC More: the full row for LINCOLN ELEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 303 shares; 2022Q3: 303 shares; 2022Q4: 193 shares; 2023Q1: 175 shares; 2023Q2: 96 shares; 2023Q3: 96 shares; 2023Q4: 96 shares 96 $20.9K <0.01% 0 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 1,000 shares 1,000 $20.7K <0.01% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 369 shares; 2022Q3: 369 shares; 2022Q4: 328 shares; 2023Q1: 328 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares 160 $20.3K <0.01% 0 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 47 shares; 2022Q3: 47 shares; 2022Q4: 92 shares; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares; 2023Q4: 92 shares 92 $19.6K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 375 shares; 2022Q3: 383 shares; 2022Q4: 375 shares; 2023Q1: 375 shares; 2023Q2: 375 shares; 2023Q3: 375 shares; 2023Q4: 375 shares 375 $19.6K <0.01% 0 Timeline IRBTQ IROBOT CORP More: the full row for IROBOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares; 2023Q2: 1,000 shares; 2023Q3: 1,000 shares; 2023Q4: 500 shares 500 $19.4K <0.01% -500 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 286 shares; 2022Q4: 258 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 91 shares; 2023Q4: 50 shares 50 $19.3K <0.01% -41 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 250 shares; 2022Q3: 285 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares; 2023Q4: 325 shares 325 $19K <0.01% +75 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 481 shares; 2022Q3: 493 shares; 2022Q4: 481 shares; 2023Q1: 481 shares; 2023Q2: 481 shares; 2023Q3: 313 shares; 2023Q4: 300 shares 300 $18.6K <0.01% -13 Timeline BLDP BALLARD PWR SYS INC NEW More: the full row for BALLARD PWR SYS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $18.5K <0.01% 0 Timeline WK KELLOGG CO WK KELLOGG CO More: the full row for WK KELLOGG CO 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: 1,400 shares 1,400 $18.4K <0.01% new CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 625 shares; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares 625 $18.3K <0.01% 0 CPRT COPART INC More: the full row for COPART 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: 372 shares 372 $18.2K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 279 shares; 2022Q4: 276 shares; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares; 2023Q4: 166 shares 166 $17.9K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $17.8K <0.01% 0 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 302 shares; 2023Q1: 302 shares; 2023Q2: 302 shares; 2023Q3: 207 shares; 2023Q4: 207 shares 207 $17.2K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,269 shares; 2022Q3: 937 shares; 2022Q4: 1,403 shares; 2023Q1: 1,481 shares; 2023Q2: 1,358 shares; 2023Q3: 1,195 shares; 2023Q4: 1,185 shares 1,185 $17.1K <0.01% -10 Timeline LEDS SEMILEDS CORP More: the full row for SEMILEDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 12,260 shares; 2022Q3: 12,260 shares; 2022Q4: 12,260 shares; 2023Q1: 12,260 shares; 2023Q2: 12,260 shares; 2023Q3: 12,260 shares; 2023Q4: 12,260 shares 12,260 $17K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 503 shares; 2022Q3: 638 shares; 2022Q4: 503 shares; 2023Q1: 300 shares; 2023Q2: 360 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $16.9K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 36 shares; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 136 shares; 2023Q3: 136 shares; 2023Q4: 136 shares 136 $16.9K <0.01% 0 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,001 shares; 2022Q3: 791 shares; 2022Q4: 791 shares; 2023Q1: 791 shares; 2023Q2: 791 shares; 2023Q3: 791 shares; 2023Q4: 791 shares 791 $16.9K <0.01% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 61 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: not reported; 2023Q4: 80 shares 80 $16.8K <0.01% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,300 shares; 2022Q3: 1,300 shares; 2022Q4: 1,300 shares; 2023Q1: 1,300 shares; 2023Q2: 1,300 shares; 2023Q3: 1,300 shares; 2023Q4: 1,300 shares 1,300 $16.6K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 850 shares; 2022Q3: 850 shares; 2022Q4: 850 shares; 2023Q1: 850 shares; 2023Q2: 850 shares; 2023Q3: 850 shares; 2023Q4: 850 shares 850 $16.4K <0.01% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 379 shares; 2022Q3: 293 shares; 2022Q4: 170 shares; 2023Q1: 283 shares; 2023Q2: 170 shares; 2023Q3: 170 shares; 2023Q4: 170 shares 170 $16.1K <0.01% 0 Timeline IDR IDAHO STRATEGIC RESOURCES More: the full row for IDAHO STRATEGIC RESOURCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,500 shares; 2022Q3: 2,500 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares 2,500 $15.8K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 687 shares; 2022Q3: 687 shares; 2022Q4: 687 shares; 2023Q1: 687 shares; 2023Q2: 687 shares; 2023Q3: 687 shares; 2023Q4: 687 shares 687 $15.7K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 25 shares; 2022Q3: 70 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $15.6K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 125 shares; 2022Q3: 141 shares; 2022Q4: 131 shares; 2023Q1: 122 shares; 2023Q2: 122 shares; 2023Q3: 122 shares; 2023Q4: 122 shares 122 $15.5K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 836 shares; 2022Q3: 836 shares; 2022Q4: 846 shares; 2023Q1: 846 shares; 2023Q2: 141 shares; 2023Q3: 141 shares; 2023Q4: 141 shares 141 $15.2K <0.01% 0 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 65 shares; 2022Q3: 65 shares; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares; 2023Q4: 65 shares 65 $15K <0.01% 0 Timeline GT GOODYEAR TIRE & RUBR CO More: the full row for GOODYEAR TIRE & RUBR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,050 shares; 2022Q3: 1,050 shares; 2022Q4: 1,050 shares; 2023Q1: 1,050 shares; 2023Q2: 1,050 shares; 2023Q3: 1,050 shares; 2023Q4: 1,050 shares 1,050 $15K <0.01% 0 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2 shares; 2022Q3: 175 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 247 shares 247 $14.6K <0.01% new Timeline IAG IAMGOLD CORP More: the full row for IAMGOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,700 shares; 2022Q3: 5,700 shares; 2022Q4: 5,700 shares; 2023Q1: 5,700 shares; 2023Q2: 5,700 shares; 2023Q3: 5,700 shares; 2023Q4: 5,700 shares 5,700 $14.4K <0.01% 0 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 367 shares; 2023Q1: 367 shares; 2023Q2: 308 shares; 2023Q3: 308 shares; 2023Q4: 388 shares 388 $14.4K <0.01% +80 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,605 shares; 2022Q3: 964 shares; 2022Q4: 427 shares; 2023Q1: 1,139 shares; 2023Q2: 958 shares; 2023Q3: 545 shares; 2023Q4: 277 shares 277 $14.2K <0.01% -268 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $14.1K <0.01% 0 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 498 shares; 2023Q3: 498 shares; 2023Q4: 377 shares 377 $14K <0.01% -121 Timeline XENE XENON PHARMACEUTICALS INC More: the full row for XENON PHARMACEUTICALS 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: 300 shares 300 $13.8K <0.01% new Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 650 shares; 2022Q4: 650 shares; 2023Q1: 1,206 shares; 2023Q2: 650 shares; 2023Q3: 650 shares; 2023Q4: 650 shares 650 $13.8K <0.01% 0 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,405 shares; 2022Q3: 2,405 shares; 2022Q4: 2,405 shares; 2023Q1: 2,405 shares; 2023Q2: 1,780 shares; 2023Q3: 1,780 shares; 2023Q4: 1,780 shares 1,780 $13.7K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 229 shares; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 229 shares; 2023Q3: 229 shares; 2023Q4: 229 shares 229 $13.7K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 313 shares; 2022Q3: 313 shares; 2022Q4: 101 shares; 2023Q1: 74 shares; 2023Q2: 74 shares; 2023Q3: 74 shares; 2023Q4: 50 shares 50 $13.7K <0.01% -24 Timeline MBB 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: 2,543 shares; 2022Q3: 3,503 shares; 2022Q4: 145 shares; 2023Q1: 145 shares; 2023Q2: 145 shares; 2023Q3: 145 shares; 2023Q4: 145 shares 145 $13.6K <0.01% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $13.5K <0.01% 0 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $13.5K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $13.5K <0.01% 0 Timeline MATW MATTHEWS INTL CORP More: the full row for MATTHEWS INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 275 shares; 2023Q1: 360 shares; 2023Q2: 360 shares; 2023Q3: 360 shares; 2023Q4: 360 shares 360 $13.2K <0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 684 shares; 2022Q3: 684 shares; 2022Q4: 200 shares; 2023Q1: 300 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $12.9K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 213 shares; 2023Q1: 213 shares; 2023Q2: 100 shares; 2023Q3: 143 shares; 2023Q4: 100 shares 100 $12.8K <0.01% -43 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 359 shares; 2022Q3: 359 shares; 2022Q4: 359 shares; 2023Q1: 359 shares; 2023Q2: 359 shares; 2023Q3: 359 shares; 2023Q4: 359 shares 359 $12.8K <0.01% 0 Timeline ABUS ARBUTUS BIOPHARMA CORP More: the full row for ARBUTUS BIOPHARMA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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 $12.5K <0.01% 0 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 248 shares; 2022Q3: 64 shares; 2022Q4: 64 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $12.4K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 608 shares; 2022Q3: 248 shares; 2022Q4: 248 shares; 2023Q1: 248 shares; 2023Q2: 248 shares; 2023Q3: 248 shares; 2023Q4: 248 shares 248 $12.3K <0.01% 0 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 513 shares; 2023Q1: 513 shares; 2023Q2: 513 shares; 2023Q3: 362 shares; 2023Q4: 362 shares 362 $12.3K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,110 shares; 2022Q3: 1,333 shares; 2022Q4: 1,220 shares; 2023Q1: 1,220 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 185 shares 185 $12.2K <0.01% new Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,539 shares; 2022Q3: 1,539 shares; 2022Q4: 1,539 shares; 2023Q1: 1,539 shares; 2023Q2: 1,539 shares; 2023Q3: 1,539 shares; 2023Q4: 1,539 shares 1,539 $11.8K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 750 shares; 2022Q3: 803 shares; 2022Q4: 500 shares; 2023Q1: 775 shares; 2023Q2: 775 shares; 2023Q3: 275 shares; 2023Q4: 341 shares 341 $11.8K <0.01% +66 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 198 shares; 2022Q3: 408 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 390 shares 390 $11.5K <0.01% new Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 335 shares; 2022Q4: 158 shares; 2023Q1: 158 shares; 2023Q2: 61 shares; 2023Q3: not reported; 2023Q4: 87 shares 87 $11.3K <0.01% new Timeline CEREVEL THERAPEUTICS HLDNG I CEREVEL THERAPEUTICS HLDNG I More: the full row for CEREVEL THERAPEUTICS HLDNG 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: not reported; 2023Q4: 250 shares 250 $10.6K <0.01% new AMPX AMPRIUS TECHNOLOGIES INC More: the full row for AMPRIUS TECHNOLOGIES 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: 2,000 shares; 2023Q3: 2,000 shares; 2023Q4: 2,000 shares 2,000 $10.6K <0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 402 shares; 2022Q3: 402 shares; 2022Q4: 402 shares; 2023Q1: 402 shares; 2023Q2: 402 shares; 2023Q3: 402 shares; 2023Q4: 402 shares 402 $10.6K <0.01% 0 Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 97 shares; 2022Q3: 97 shares; 2022Q4: 217 shares; 2023Q1: 217 shares; 2023Q2: 217 shares; 2023Q3: 120 shares; 2023Q4: 120 shares 120 $10.6K <0.01% 0 Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 110 shares; 2023Q1: 110 shares; 2023Q2: 110 shares; 2023Q3: 121 shares; 2023Q4: 110 shares 110 $10.6K <0.01% -11 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,870 shares; 2022Q3: 991 shares; 2022Q4: 543 shares; 2023Q1: 186 shares; 2023Q2: 186 shares; 2023Q3: 186 shares; 2023Q4: 186 shares 186 $10.4K <0.01% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 272 shares; 2022Q3: 272 shares; 2022Q4: 272 shares; 2023Q1: 272 shares; 2023Q2: 272 shares; 2023Q3: 272 shares; 2023Q4: 272 shares 272 $10.4K <0.01% 0 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 200 shares; 2022Q3: 175 shares; 2022Q4: 175 shares; 2023Q1: 175 shares; 2023Q2: 175 shares; 2023Q3: 175 shares; 2023Q4: 175 shares 175 $10.3K <0.01% 0 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $10.3K <0.01% 0 Timeline PDP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 120 shares; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares 120 $10.3K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 416 shares; 2022Q3: 294 shares; 2022Q4: 335 shares; 2023Q1: 317 shares; 2023Q2: 327 shares; 2023Q3: 323 shares; 2023Q4: 22 shares 22 $10.2K <0.01% -301 Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 420 shares; 2022Q3: 420 shares; 2022Q4: 420 shares; 2023Q1: 420 shares; 2023Q2: 420 shares; 2023Q3: 420 shares; 2023Q4: 420 shares 420 $10.1K <0.01% 0 RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $10K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 788 shares; 2022Q3: 290 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 500 shares 500 $10K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 66 shares; 2022Q3: 66 shares; 2022Q4: 101 shares; 2023Q1: 101 shares; 2023Q2: 35 shares; 2023Q3: 35 shares; 2023Q4: 35 shares 35 $9.97K <0.01% 0 Timeline ARDC ARES DYNAMIC CR ALLOCATION F More: the full row for ARES DYNAMIC CR ALLOCATION F 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: 710 shares 710 $9.76K <0.01% new Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 223 shares; 2022Q3: 220 shares; 2022Q4: 47 shares; 2023Q1: 37 shares; 2023Q2: 37 shares; 2023Q3: not reported; 2023Q4: 52 shares 52 $9.73K <0.01% new Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 500 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $9.72K <0.01% 0 WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 325 shares; 2023Q4: 180 shares 180 $9.43K <0.01% -145 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 181 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 116 shares 116 $9.39K <0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 770 shares; 2022Q3: 498 shares; 2022Q4: 470 shares; 2023Q1: 470 shares; 2023Q2: 470 shares; 2023Q3: 690 shares; 2023Q4: 470 shares 470 $9.31K <0.01% -220 Timeline UTL UNITIL CORP More: the full row for UNITIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 176 shares; 2022Q3: 176 shares; 2022Q4: 176 shares; 2023Q1: 176 shares; 2023Q2: 176 shares; 2023Q3: 176 shares; 2023Q4: 176 shares 176 $9.25K <0.01% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: 77 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 290 shares 290 $9.24K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 189 shares; 2022Q3: 189 shares; 2022Q4: 189 shares; 2023Q1: 189 shares; 2023Q2: 189 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $8.96K <0.01% 0 Timeline PKST PEAKSTONE REALTY TRUST More: the full row for PEAKSTONE REALTY 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: 449 shares 449 $8.95K <0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,227 shares; 2022Q3: 1,227 shares; 2022Q4: 1,227 shares; 2023Q1: 1,227 shares; 2023Q2: 1,227 shares; 2023Q3: 965 shares; 2023Q4: 497 shares 497 $8.92K <0.01% -468 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 180 shares; 2022Q3: 598 shares; 2022Q4: 418 shares; 2023Q1: 418 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $8.83K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13 shares; 2022Q3: 80 shares; 2022Q4: 72 shares; 2023Q1: 61 shares; 2023Q2: 116 shares; 2023Q3: 72 shares; 2023Q4: 20 shares 20 $8.81K <0.01% -52 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 53 shares; 2022Q3: 53 shares; 2022Q4: 40 shares; 2023Q1: 40 shares; 2023Q2: 40 shares; 2023Q3: 40 shares; 2023Q4: 40 shares 40 $8.79K <0.01% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,531 shares; 2022Q3: 2,531 shares; 2022Q4: 2,399 shares; 2023Q1: 802 shares; 2023Q2: 608 shares; 2023Q3: 198 shares; 2023Q4: 138 shares 138 $8.7K <0.01% -60 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,135 shares; 2022Q3: 1,570 shares; 2022Q4: 1,670 shares; 2023Q1: 1,270 shares; 2023Q2: 974 shares; 2023Q3: 303 shares; 2023Q4: 417 shares 417 $8.66K <0.01% +114 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 752 shares; 2022Q3: 854 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 590 shares; 2023Q3: 590 shares; 2023Q4: 590 shares 590 $8.5K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 13,717 shares; 2022Q3: 12,639 shares; 2022Q4: 5,006 shares; 2023Q1: 378 shares; 2023Q2: 378 shares; 2023Q3: 378 shares; 2023Q4: 378 shares 378 $8.35K <0.01% 0 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 369 shares; 2023Q4: 369 shares 369 $7.95K <0.01% 0 Timeline INSM INSMED INC More: the full row for INSMED 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: 250 shares 250 $7.75K <0.01% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 624 shares; 2022Q3: 691 shares; 2022Q4: 624 shares; 2023Q1: 624 shares; 2023Q2: 624 shares; 2023Q3: not reported; 2023Q4: 63 shares 63 $7.26K <0.01% new Timeline NBXG NEUBERGER NEXT GENERATION More: the full row for NEUBERGER NEXT GENERATION 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: 650 shares 650 $7.11K <0.01% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 69 shares; 2022Q3: 69 shares; 2022Q4: 2,807 shares; 2023Q1: 850 shares; 2023Q2: 350 shares; 2023Q3: 350 shares; 2023Q4: 175 shares 175 $7.01K <0.01% -175 Timeline NMAI NUVEEN MULTI ASSET INCOME FU More: the full row for NUVEEN MULTI ASSET INCOME FU 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: 570 shares 570 $7.01K <0.01% new Timeline IQI INVESCO QUALITY MUN INCOME T More: the full row for INVESCO QUALITY MUN INCOME 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 730 shares 730 $6.94K <0.01% new Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 125 shares; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares; 2023Q4: 125 shares 125 $6.67K <0.01% 0 Timeline RGNX REGENXBIO INC More: the full row for REGENXBIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 370 shares; 2022Q3: 370 shares; 2022Q4: 370 shares; 2023Q1: 370 shares; 2023Q2: 370 shares; 2023Q3: 370 shares; 2023Q4: 370 shares 370 $6.64K <0.01% 0 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 499 shares; 2022Q3: 499 shares; 2022Q4: 187 shares; 2023Q1: 187 shares; 2023Q2: 187 shares; 2023Q3: 187 shares; 2023Q4: 187 shares 187 $6.6K <0.01% 0 AMN AMN HEALTHCARE SVCS INC More: the full row for AMN HEALTHCARE SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,745 shares; 2022Q3: 1,745 shares; 2022Q4: 1,745 shares; 2023Q1: 1,638 shares; 2023Q2: 1,390 shares; 2023Q3: 1,390 shares; 2023Q4: 88 shares 88 $6.59K <0.01% -1,302 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 650 shares; 2023Q1: 650 shares; 2023Q2: 650 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $6.53K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 161 shares; 2022Q3: 161 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 137 shares 137 $6.51K <0.01% new Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 293 shares; 2022Q3: 293 shares; 2022Q4: 294 shares; 2023Q1: 181 shares; 2023Q2: 181 shares; 2023Q3: 208 shares; 2023Q4: 181 shares 181 $6.5K <0.01% -27 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 98 shares; 2022Q3: 98 shares; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 13 shares; 2023Q3: 13 shares; 2023Q4: 13 shares 13 $6.2K <0.01% 0 Timeline APOLLO SENIOR FLOATING RATE… APOLLO SENIOR FLOATING RATE FU More: the full row for APOLLO SENIOR FLOATING RATE FU 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: 440 shares 440 $5.83K <0.01% new LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,265 shares; 2022Q3: 1,265 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 225 shares; 2023Q4: 200 shares 200 $5.78K <0.01% -25 Timeline XEVVX EATON VANCE LIMITED DURATION More: the full row for EATON VANCE LIMITED DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,000 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 600 shares 600 $5.75K <0.01% new Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY 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: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $5.65K <0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 2,020 shares; 2022Q3: 2,020 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 30 shares; 2023Q4: 30 shares 30 $5.64K <0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 121 shares; 2022Q3: 241 shares; 2022Q4: 241 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares 120 $5.6K <0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 316 shares; 2022Q3: 316 shares; 2022Q4: 316 shares; 2023Q1: 316 shares; 2023Q2: 316 shares; 2023Q3: 316 shares; 2023Q4: 316 shares 316 $5.57K <0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 30 shares; 2023Q1: 30 shares; 2023Q2: 30 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $5.48K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 88 shares; 2022Q3: 185 shares; 2022Q4: 185 shares; 2023Q1: 97 shares; 2023Q2: 97 shares; 2023Q3: 97 shares; 2023Q4: 97 shares 97 $5.42K <0.01% 0 Timeline IIM INVESCO VALUE MUN INCOME TR More: the full row for INVESCO VALUE MUN INCOME 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: not reported; 2023Q4: 450 shares 450 $5.28K <0.01% new Timeline GERN GERON CORP More: the full row for GERON 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: 2,500 shares; 2023Q3: 2,500 shares; 2023Q4: 2,500 shares 2,500 $5.28K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $5.24K <0.01% 0 Timeline IVOV 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 213 shares; 2023Q4: 60 shares 60 $5.23K <0.01% -153 Timeline SYM SYMBOTIC INC More: the full row for SYMBOTIC 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: 100 shares 100 $5.13K <0.01% new Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS 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: 925 shares; 2023Q4: 925 shares 925 $5.06K <0.01% 0 CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO 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 $5.02K <0.01% new Timeline CNTY CENTURY CASINOS INC More: the full row for CENTURY CASINOS 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: 1,000 shares 1,000 $4.88K <0.01% new Timeline VMO INVESCO MUN OPPORTUNIT TR More: the full row for INVESCO MUN OPPORTUNIT 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: not reported; 2023Q4: 500 shares 500 $4.8K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 94 shares; 2022Q3: 94 shares; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares; 2023Q4: 94 shares 94 $4.68K <0.01% 0 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 14,000 shares; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares; 2023Q4: 4,000 shares 4,000 $4.64K <0.01% 0 Timeline MAXEON SOLAR TECHNOLOGIES LT MAXEON SOLAR TECHNOLOGIES LT More: the full row for MAXEON SOLAR TECHNOLOGIES LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 625 shares; 2022Q3: 625 shares; 2022Q4: 625 shares; 2023Q1: 625 shares; 2023Q2: 625 shares; 2023Q3: 625 shares; 2023Q4: 625 shares 625 $4.48K <0.01% 0 FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 209 shares; 2022Q3: 209 shares; 2022Q4: 209 shares; 2023Q1: 209 shares; 2023Q2: 209 shares; 2023Q3: 209 shares; 2023Q4: 209 shares 209 $4.35K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 323 shares; 2022Q3: 316 shares; 2022Q4: 101 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 57 shares 57 $4.1K <0.01% -2 Timeline SPIR SPIRE GLOBAL INC More: the full row for SPIRE GLOBAL 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: 500 shares 500 $3.91K <0.01% new Timeline JMEE 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: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 72 shares 72 $3.87K <0.01% new Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS 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: 310 shares 310 $3.79K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 452 shares; 2022Q3: 132 shares; 2022Q4: 132 shares; 2023Q1: 132 shares; 2023Q2: 120 shares; 2023Q3: 120 shares; 2023Q4: 120 shares 120 $3.79K <0.01% 0 Timeline PZG PARAMOUNT GOLD NEV CORP More: the full row for PARAMOUNT GOLD NEV 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: 10,000 shares; 2023Q3: 10,000 shares; 2023Q4: 10,000 shares 10,000 $3.75K <0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,900 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares; 2023Q4: 400 shares 400 $3.74K <0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 979 shares; 2022Q3: 875 shares; 2022Q4: 407 shares; 2023Q1: 407 shares; 2023Q2: 407 shares; 2023Q3: 407 shares; 2023Q4: 407 shares 407 $3.54K <0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 442 shares; 2022Q3: 146 shares; 2022Q4: 76 shares; 2023Q1: 76 shares; 2023Q2: 68 shares; 2023Q3: 68 shares; 2023Q4: 68 shares 68 $3.54K <0.01% 0 Timeline CZR CAESARS ENTERTAINMENT INC NE More: the full row for CAESARS ENTERTAINMENT INC NE 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: 75 shares 75 $3.52K <0.01% new Timeline PHK PIMCO HIGH INCOME FD More: the full row for PIMCO HIGH INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares; 2023Q2: 700 shares; 2023Q3: 700 shares; 2023Q4: 700 shares 700 $3.49K <0.01% 0 Timeline REZI RESIDEO TECHNOLOGIES INC More: the full row for RESIDEO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 682 shares; 2022Q3: 507 shares; 2022Q4: 182 shares; 2023Q1: 182 shares; 2023Q2: 173 shares; 2023Q3: 173 shares; 2023Q4: 173 shares 173 $3.26K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 80 shares; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares; 2023Q4: 80 shares 80 $3.22K <0.01% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 160 shares; 2022Q3: 160 shares; 2022Q4: 160 shares; 2023Q1: 160 shares; 2023Q2: 160 shares; 2023Q3: 160 shares; 2023Q4: 160 shares 160 $2.88K <0.01% 0 Timeline BROOKFIELD RENEWABLE COR-A BROOKFIELD RENEWABLE COR-A More: the full row for BROOKFIELD RENEWABLE COR-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares; 2023Q4: 100 shares 100 $2.88K <0.01% 0 UNITED STATES STL CORP NEW UNITED STATES STL CORP NEW More: the full row for UNITED STATES STL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 59 shares; 2022Q3: 59 shares; 2022Q4: 59 shares; 2023Q1: 59 shares; 2023Q2: 59 shares; 2023Q3: 59 shares; 2023Q4: 59 shares 59 $2.87K <0.01% 0 DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 50 shares; 2022Q3: 52 shares; 2022Q4: 50 shares; 2023Q1: 50 shares; 2023Q2: 50 shares; 2023Q3: 50 shares; 2023Q4: 50 shares 50 $2.74K <0.01% 0 Timeline ABERDEEN ASIA-PACIFIC INCOM… ABERDEEN ASIA-PACIFIC INCOME F More: the full row for ABERDEEN ASIA-PACIFIC INCOME F 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: 1,000 shares 1,000 $2.71K <0.01% new SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 240 shares; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 90 shares; 2023Q3: 90 shares; 2023Q4: 90 shares 90 $2.57K <0.01% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT 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: 190 shares 190 $2.56K <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 1,001 shares; 2022Q3: 775 shares; 2022Q4: 663 shares; 2023Q1: 617 shares; 2023Q2: 583 shares; 2023Q3: 134 shares; 2023Q4: 128 shares 128 $2.42K <0.01% -6 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 459 shares; 2023Q1: 459 shares; 2023Q2: 185 shares; 2023Q3: 185 shares; 2023Q4: 285 shares 285 $2.35K <0.01% +100 Timeline RYN RAYONIER INC More: the full row for RAYONIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 114 shares; 2022Q3: 114 shares; 2022Q4: 114 shares; 2023Q1: 114 shares; 2023Q2: 64 shares; 2023Q3: 64 shares; 2023Q4: 64 shares 64 $2.14K <0.01% 0 Timeline QUANTUM CORP QUANTUM CORP More: the full row for QUANTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 5,868 shares; 2022Q3: 5,868 shares; 2022Q4: 5,868 shares; 2023Q1: 5,868 shares; 2023Q2: 5,868 shares; 2023Q3: 5,868 shares; 2023Q4: 5,868 shares 5,868 $2.05K <0.01% 0 OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 87 shares; 2022Q3: 87 shares; 2022Q4: 87 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 63 shares; 2023Q4: 54 shares 54 $2.04K <0.01% -9 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: 102 shares; 2023Q1: 102 shares; 2023Q2: 102 shares; 2023Q3: 102 shares; 2023Q4: 102 shares 102 $1.99K <0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 225 shares; 2022Q3: 125 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares; 2023Q4: 25 shares 25 $1.9K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4,554 shares; 2022Q3: 2,476 shares; 2022Q4: 2,082 shares; 2023Q1: 1,248 shares; 2023Q2: 98 shares; 2023Q3: 98 shares; 2023Q4: 98 shares 98 $1.84K <0.01% 0 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares; 2023Q4: 300 shares 300 $1.84K <0.01% 0 Timeline VTS VITESSE ENERGY INC More: the full row for VITESSE ENERGY 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: 79 shares; 2023Q3: 79 shares; 2023Q4: 79 shares 79 $1.73K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8 shares 8 $1.59K <0.01% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 871 shares; 2022Q3: 421 shares; 2022Q4: 381 shares; 2023Q1: 381 shares; 2023Q2: 381 shares; 2023Q3: not reported; 2023Q4: 20 shares 20 $1.55K <0.01% new Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 156 shares; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares; 2023Q4: 156 shares 156 $1.42K <0.01% 0 Timeline ASIX ADVANSIX INC More: the full row for ADVANSIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 41 shares; 2022Q3: 41 shares; 2022Q4: 41 shares; 2023Q1: 41 shares; 2023Q2: 39 shares; 2023Q3: 39 shares; 2023Q4: 39 shares 39 $1.17K <0.01% 0 Timeline MGF ABERDEEN GOVT MARKETS INCOME More: the full row for ABERDEEN GOVT MARKETS INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 320 shares; 2022Q3: 320 shares; 2022Q4: 320 shares; 2023Q1: 320 shares; 2023Q2: 320 shares; 2023Q3: 320 shares; 2023Q4: 320 shares 320 $1.02K <0.01% 0 Timeline TNDM TANDEM DIABETES CARE INC More: the full row for TANDEM DIABETES CARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 32 shares; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares; 2023Q4: 32 shares 32 $947 <0.01% 0 Timeline CRNT CERAGON NETWORKS LTD More: the full row for CERAGON NETWORKS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 427 shares; 2022Q3: 427 shares; 2022Q4: 427 shares; 2023Q1: 427 shares; 2023Q2: 427 shares; 2023Q3: 427 shares; 2023Q4: 427 shares 427 $922 <0.01% 0 Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: 14 shares; 2023Q1: 14 shares; 2023Q2: 14 shares; 2023Q3: 14 shares; 2023Q4: 14 shares 14 $874 <0.01% 0 Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $870 <0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: 10 shares; 2023Q1: 10 shares; 2023Q2: 10 shares; 2023Q3: 10 shares; 2023Q4: 10 shares 10 $849 <0.01% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 746 shares; 2022Q3: 54 shares; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 54 shares; 2023Q3: 54 shares; 2023Q4: 54 shares 54 $799 <0.01% 0 VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares; 2023Q4: 20 shares 20 $338 <0.01% 0 Timeline GINKGO BIOWORKS HOLDINGS INC GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS 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: 200 shares; 2023Q3: 200 shares; 2023Q4: 200 shares 200 $338 <0.01% 0 XPL SOLITARIO RESOURCES CORP More: the full row for SOLITARIO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 584 shares; 2022Q3: 584 shares; 2022Q4: 584 shares; 2023Q1: 584 shares; 2023Q2: 584 shares; 2023Q3: 584 shares; 2023Q4: 584 shares 584 $327 <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 74,435 shares; 2022Q3: 2,172 shares; 2022Q4: 700 shares; 2023Q1: 23 shares; 2023Q2: 23 shares; 2023Q3: 1,821 shares; 2023Q4: 22 shares 22 $293 <0.01% -1,799 Timeline NATL NCR ATLEOS CORPORATION More: the full row for NCR ATLEOS 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: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 10 shares 10 $243 <0.01% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 4 shares; 2022Q3: 261 shares; 2022Q4: 4 shares; 2023Q1: 4 shares; 2023Q2: 4 shares; 2023Q3: 4 shares; 2023Q4: 4 shares 4 $147 <0.01% 0 Timeline ZIMVIE INC ZIMVIE INC More: the full row for ZIMVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 74 shares; 2022Q3: 18 shares; 2022Q4: 8 shares; 2023Q1: 8 shares; 2023Q2: 8 shares; 2023Q3: 8 shares; 2023Q4: 8 shares 8 $142 <0.01% 0 AMARIN CORP PLC AMARIN CORP PLC More: the full row for AMARIN CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares; 2023Q4: 150 shares 150 $131 <0.01% 0 AVNS AVANOS MED INC More: the full row for AVANOS MED 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: 4 shares 4 $90 <0.01% new Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 102 shares; 2022Q3: 2 shares; 2022Q4: 2 shares; 2023Q1: 2 shares; 2023Q2: 2 shares; 2023Q3: 2 shares; 2023Q4: 2 shares 2 $43 <0.01% 0 Timeline PGEN PRECIGEN INC More: the full row for PRECIGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q1: restricted; 2022Q2: 3 shares; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares; 2023Q4: 3 shares 3 $4 <0.01% 0 Timeline