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; 2021Q1: not reported; 2021Q2: 1,287,300 shares; 2021Q3: 1,263,078 shares; 2021Q4: 1,263,878 shares; 2022Q1: 1,254,199 shares; 2022Q2: 1,246,645 shares; 2022Q3: 0 shares; 2022Q4: 1,212,962 shares 1,212,962 $61.5M 22.94% +1,212,962 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 148,881 shares; 2021Q3: 148,384 shares; 2021Q4: 148,953 shares; 2022Q1: 148,414 shares; 2022Q2: 145,546 shares; 2022Q3: 0 shares; 2022Q4: 144,222 shares 144,222 $25.1M 9.38% +144,222 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 325,509 shares; 2021Q3: 324,459 shares; 2021Q4: 336,511 shares; 2022Q1: 328,440 shares; 2022Q2: 317,950 shares; 2022Q3: 0 shares; 2022Q4: 309,403 shares 309,403 $22.4M 8.34% +309,403 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 86,523 shares; 2021Q3: 90,725 shares; 2021Q4: 78,669 shares; 2022Q1: 92,091 shares; 2022Q2: 367,980 shares; 2022Q3: 0 shares; 2022Q4: 198,130 shares 198,130 $20.9M 7.8% +198,130 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 321,469 shares; 2021Q3: 317,808 shares; 2021Q4: 321,225 shares; 2022Q1: 320,946 shares; 2022Q2: 318,227 shares; 2022Q3: 0 shares; 2022Q4: 302,999 shares 302,999 $20.7M 7.72% +302,999 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 229,389 shares; 2021Q3: 228,493 shares; 2021Q4: 226,109 shares; 2022Q1: 225,214 shares; 2022Q2: 224,986 shares; 2022Q3: 0 shares; 2022Q4: 220,624 shares 220,624 $14.5M 5.4% +220,624 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 65,060 shares; 2021Q3: 64,743 shares; 2021Q4: 64,743 shares; 2022Q1: 64,743 shares; 2022Q2: 64,623 shares; 2022Q3: 0 shares; 2022Q4: 65,125 shares 65,125 $14.4M 5.36% +65,125 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 92,857 shares; 2021Q3: 91,000 shares; 2021Q4: 84,674 shares; 2022Q1: 84,407 shares; 2022Q2: 84,271 shares; 2022Q3: 0 shares; 2022Q4: 83,623 shares 83,623 $11.6M 4.33% +83,623 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; 2021Q1: not reported; 2021Q2: 40,063 shares; 2021Q3: 39,558 shares; 2021Q4: 39,546 shares; 2022Q1: 39,070 shares; 2022Q2: 39,405 shares; 2022Q3: 0 shares; 2022Q4: 38,636 shares 38,636 $7.39M 2.76% +38,636 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 129,560 shares; 2021Q4: 129,560 shares; 2022Q1: 127,795 shares; 2022Q2: 127,795 shares; 2022Q3: 0 shares; 2022Q4: 125,961 shares 125,961 $6.32M 2.36% +125,961 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 37,589 shares; 2021Q3: 38,319 shares; 2021Q4: 39,151 shares; 2022Q1: 39,317 shares; 2022Q2: 40,451 shares; 2022Q3: 0 shares; 2022Q4: 38,130 shares 38,130 $5.78M 2.16% +38,130 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 101,452 shares; 2021Q3: 101,413 shares; 2021Q4: 98,810 shares; 2022Q1: 98,122 shares; 2022Q2: 94,540 shares; 2022Q3: 0 shares; 2022Q4: 97,988 shares 97,988 $5.53M 2.07% +97,988 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 23,623 shares; 2021Q3: 23,974 shares; 2021Q4: 25,016 shares; 2022Q1: 24,807 shares; 2022Q2: 26,202 shares; 2022Q3: 0 shares; 2022Q4: 25,702 shares 25,702 $5.51M 2.05% +25,702 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 22,028 shares; 2021Q3: 21,992 shares; 2021Q4: 21,905 shares; 2022Q1: 21,830 shares; 2022Q2: 21,425 shares; 2022Q3: 0 shares; 2022Q4: 21,337 shares 21,337 $4.58M 1.71% +21,337 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 70,690 shares; 2021Q3: 72,524 shares; 2021Q4: 96,388 shares; 2022Q1: 97,636 shares; 2022Q2: 95,437 shares; 2022Q3: 0 shares; 2022Q4: 62,589 shares 62,589 $2.92M 1.09% +62,589 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 72,003 shares; 2021Q3: 71,708 shares; 2021Q4: 71,708 shares; 2022Q1: 70,114 shares; 2022Q2: 70,827 shares; 2022Q3: 0 shares; 2022Q4: 67,466 shares 67,466 $2.56M 0.95% +67,466 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 4,924 shares; 2021Q3: 5,195 shares; 2021Q4: 6,858 shares; 2022Q1: 6,821 shares; 2022Q2: 6,678 shares; 2022Q3: 0 shares; 2022Q4: 4,931 shares 4,931 $1.89M 0.71% +4,931 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 22,911 shares; 2021Q3: 23,588 shares; 2021Q4: 23,213 shares; 2022Q1: 23,905 shares; 2022Q2: 23,435 shares; 2022Q3: 0 shares; 2022Q4: 22,447 shares 22,447 $1.88M 0.7% +22,447 Timeline VNQI 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; 2021Q1: not reported; 2021Q2: 64,355 shares; 2021Q3: 64,917 shares; 2021Q4: 67,361 shares; 2022Q1: 71,862 shares; 2022Q2: 81,852 shares; 2022Q3: 0 shares; 2022Q4: 43,231 shares 43,231 $1.79M 0.67% +43,231 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; 2021Q1: not reported; 2021Q2: 2,769 shares; 2021Q3: 2,868 shares; 2021Q4: 4,468 shares; 2022Q1: 4,320 shares; 2022Q2: 4,283 shares; 2022Q3: 0 shares; 2022Q4: 4,283 shares 4,283 $1.64M 0.61% +4,283 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 6,344 shares; 2021Q3: 6,275 shares; 2021Q4: 7,078 shares; 2022Q1: 6,986 shares; 2022Q2: 6,490 shares; 2022Q3: 0 shares; 2022Q4: 6,163 shares 6,163 $1.48M 0.55% +6,163 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 30,346 shares; 2021Q3: 32,643 shares; 2021Q4: 66,709 shares; 2022Q1: 67,210 shares; 2022Q2: 66,318 shares; 2022Q3: 0 shares; 2022Q4: 23,306 shares 23,306 $1.44M 0.54% +23,306 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; 2021Q1: not reported; 2021Q2: 12,224 shares; 2021Q3: 5,360 shares; 2021Q4: 9,681 shares; 2022Q1: 9,681 shares; 2022Q2: 9,829 shares; 2022Q3: 0 shares; 2022Q4: 6,989 shares 6,989 $981K 0.37% +6,989 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 6,618 shares; 2021Q3: 6,618 shares; 2021Q4: 6,578 shares; 2022Q1: 6,513 shares; 2022Q2: 6,513 shares; 2022Q3: 0 shares; 2022Q4: 6,513 shares 6,513 $945K 0.35% +6,513 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 6,047 shares; 2021Q3: 5,577 shares; 2021Q4: 5,381 shares; 2022Q1: 5,270 shares; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 4,959 shares 4,959 $876K 0.33% +4,959 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 694 shares; 2021Q4: not reported; 2022Q1: 980 shares; 2022Q2: 18,177 shares; 2022Q3: 0 shares; 2022Q4: 17,504 shares 17,504 $866K 0.32% +17,504 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; 2021Q1: not reported; 2021Q2: 2,283 shares; 2021Q3: 3,032 shares; 2021Q4: 3,157 shares; 2022Q1: 2,914 shares; 2022Q2: 2,723 shares; 2022Q3: 0 shares; 2022Q4: 2,677 shares 2,677 $846K 0.32% +2,677 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 34,128 shares; 2021Q3: 34,128 shares; 2021Q4: 31,138 shares; 2022Q1: 28,286 shares; 2022Q2: 28,286 shares; 2022Q3: 0 shares; 2022Q4: 28,286 shares 28,286 $728K 0.27% +28,286 ISHARES TR IBONDS DEC2023 ISHARES TR IBONDS DEC2023 More: the full row for ISHARES TR IBONDS DEC2023 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 34,632 shares; 2021Q3: 34,632 shares; 2021Q4: 31,615 shares; 2022Q1: 28,681 shares; 2022Q2: 28,681 shares; 2022Q3: 0 shares; 2022Q4: 28,681 shares 28,681 $727K 0.27% +28,681 BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 6,302 shares; 2021Q3: 6,302 shares; 2021Q4: 6,302 shares; 2022Q1: 6,375 shares; 2022Q2: 6,375 shares; 2022Q3: 0 shares; 2022Q4: 12,750 shares 12,750 $726K 0.27% +12,750 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 3,842 shares; 2021Q3: 3,780 shares; 2021Q4: 3,905 shares; 2022Q1: 3,891 shares; 2022Q2: 3,631 shares; 2022Q3: 0 shares; 2022Q4: 3,474 shares 3,474 $722K 0.27% +3,474 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; 2021Q1: not reported; 2021Q2: 8,750 shares; 2021Q3: 9,045 shares; 2021Q4: 10,195 shares; 2022Q1: 9,156 shares; 2022Q2: 8,706 shares; 2022Q3: 0 shares; 2022Q4: 8,707 shares 8,707 $718K 0.27% +8,707 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; 2021Q1: not reported; 2021Q2: 8,533 shares; 2021Q3: 8,533 shares; 2021Q4: 9,355 shares; 2022Q1: 9,355 shares; 2022Q2: 8,248 shares; 2022Q3: 0 shares; 2022Q4: 8,231 shares 8,231 $717K 0.27% +8,231 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 17,920 shares; 2021Q3: 17,920 shares; 2021Q4: 29,616 shares; 2022Q1: 26,855 shares; 2022Q2: 26,855 shares; 2022Q3: 0 shares; 2022Q4: 26,855 shares 26,855 $708K 0.26% +26,855 SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 5,370 shares; 2021Q3: 5,370 shares; 2021Q4: 5,370 shares; 2022Q1: 5,370 shares; 2022Q2: 5,370 shares; 2022Q3: 0 shares; 2022Q4: 5,370 shares 5,370 $672K 0.25% +5,370 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 5,878 shares; 2021Q3: 6,202 shares; 2021Q4: 5,442 shares; 2022Q1: 6,506 shares; 2022Q2: 5,999 shares; 2022Q3: 0 shares; 2022Q4: 5,653 shares 5,653 $595K 0.22% +5,653 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; 2021Q1: not reported; 2021Q2: 7,175 shares; 2021Q3: 2,425 shares; 2021Q4: 5,838 shares; 2022Q1: 5,480 shares; 2022Q2: 5,480 shares; 2022Q3: 0 shares; 2022Q4: 2,473 shares 2,473 $504K 0.19% +2,473 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,470 shares; 2021Q4: not reported; 2022Q1: 1,616 shares; 2022Q2: 3,473 shares; 2022Q3: 0 shares; 2022Q4: 5,744 shares 5,744 $432K 0.16% +5,744 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 19,822 shares 19,822 $416K 0.16% +19,822 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 19,809 shares 19,809 $406K 0.15% +19,809 DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,000 shares; 2022Q1: 9,000 shares; 2022Q2: 9,000 shares; 2022Q3: 0 shares; 2022Q4: 9,000 shares 9,000 $370K 0.14% +9,000 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 3,654 shares; 2021Q3: 4,353 shares; 2021Q4: 4,353 shares; 2022Q1: 4,364 shares; 2022Q2: 4,311 shares; 2022Q3: 0 shares; 2022Q4: 4,311 shares 4,311 $366K 0.14% +4,311 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; 2021Q1: not reported; 2021Q2: 3,673 shares; 2021Q3: 3,673 shares; 2021Q4: 3,712 shares; 2022Q1: 3,262 shares; 2022Q2: 3,652 shares; 2022Q3: 0 shares; 2022Q4: 3,302 shares 3,302 $364K 0.14% +3,302 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 4,000 shares; 2022Q3: 0 shares; 2022Q4: 4,000 shares 4,000 $344K 0.13% +4,000 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,800 shares; 2022Q1: 1,800 shares; 2022Q2: 1,870 shares; 2022Q3: 0 shares; 2022Q4: 1,860 shares 1,860 $334K 0.12% +1,860 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 8,940 shares; 2021Q3: 4,996 shares; 2021Q4: 5,114 shares; 2022Q1: 5,088 shares; 2022Q2: 5,088 shares; 2022Q3: 0 shares; 2022Q4: 4,945 shares 4,945 $326K 0.12% +4,945 Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 15,708 shares 15,708 $316K 0.12% +15,708 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; 2021Q1: not reported; 2021Q2: 3,926 shares; 2021Q3: 2,801 shares; 2021Q4: 3,004 shares; 2022Q1: 5,702 shares; 2022Q2: 5,702 shares; 2022Q3: 0 shares; 2022Q4: 5,572 shares 5,572 $310K 0.12% +5,572 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 3,636 shares; 2021Q3: 3,636 shares; 2021Q4: 3,636 shares; 2022Q1: 3,636 shares; 2022Q2: 3,636 shares; 2022Q3: 0 shares; 2022Q4: 3,636 shares 3,636 $309K 0.12% +3,636 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 165 shares; 2021Q3: 165 shares; 2021Q4: 190 shares; 2022Q1: 159 shares; 2022Q2: 159 shares; 2022Q3: 0 shares; 2022Q4: 3,260 shares 3,260 $289K 0.11% +3,260 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; 2021Q1: not reported; 2021Q2: 470 shares; 2021Q3: 470 shares; 2021Q4: not reported; 2022Q1: 470 shares; 2022Q2: 670 shares; 2022Q3: 0 shares; 2022Q4: 754 shares 754 $276K 0.1% +754 Timeline BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 21,936 shares; 2021Q3: 23,423 shares; 2021Q4: 12,187 shares; 2022Q1: 12,187 shares; 2022Q2: 15,475 shares; 2022Q3: 0 shares; 2022Q4: 13,922 shares 13,922 $263K 0.1% +13,922 Timeline TBLL 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; 2021Q1: not reported; 2021Q2: 2,424 shares; 2021Q3: 2,424 shares; 2021Q4: 3,673 shares; 2022Q1: 1,815 shares; 2022Q2: 1,737 shares; 2022Q3: 0 shares; 2022Q4: 2,501 shares 2,501 $263K 0.1% +2,501 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 2,642 shares 2,642 $233K 0.09% +2,642 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 10,752 shares; 2021Q3: 10,562 shares; 2021Q4: 10,311 shares; 2022Q1: 9,003 shares; 2022Q2: 8,854 shares; 2022Q3: 0 shares; 2022Q4: 8,789 shares 8,789 $232K 0.09% +8,789 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 928 shares; 2021Q3: 928 shares; 2021Q4: not reported; 2022Q1: 928 shares; 2022Q2: 928 shares; 2022Q3: 0 shares; 2022Q4: 928 shares 928 $222K 0.08% +928 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; 2021Q1: not reported; 2021Q2: 368 shares; 2021Q3: 438 shares; 2021Q4: 458 shares; 2022Q1: 558 shares; 2022Q2: 518 shares; 2022Q3: 0 shares; 2022Q4: 410 shares 410 $217K 0.08% +410 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 2,265 shares; 2021Q3: 6,714 shares; 2021Q4: 6,538 shares; 2022Q1: 4,548 shares; 2022Q2: 5,071 shares; 2022Q3: 0 shares; 2022Q4: 2,200 shares 2,200 $213K 0.08% +2,200 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 596 shares 596 $209K 0.08% +596 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; 2021Q1: not reported; 2021Q2: 2,117 shares; 2021Q3: 2,117 shares; 2021Q4: 2,117 shares; 2022Q1: 4,234 shares; 2022Q2: 4,528 shares; 2022Q3: 0 shares; 2022Q4: 4,528 shares 4,528 $204K 0.08% +4,528 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; 2021Q1: not reported; 2021Q2: 1,454 shares; 2021Q3: 1,342 shares; 2021Q4: 1,342 shares; 2022Q1: 1,342 shares; 2022Q2: 1,342 shares; 2022Q3: 0 shares; 2022Q4: 1,342 shares 1,342 $204K 0.08% +1,342 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 153 shares; 2021Q4: not reported; 2022Q1: 2,726 shares; 2022Q2: 718 shares; 2022Q3: 0 shares; 2022Q4: 4,118 shares 4,118 $193K 0.07% +4,118 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,076 shares; 2021Q3: 1,076 shares; 2021Q4: 1,076 shares; 2022Q1: 1,034 shares; 2022Q2: 1,109 shares; 2022Q3: 0 shares; 2022Q4: 798 shares 798 $193K 0.07% +798 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; 2021Q1: not reported; 2021Q2: 4,174 shares; 2021Q3: 663 shares; 2021Q4: 3,609 shares; 2022Q1: 3,606 shares; 2022Q2: 1,154 shares; 2022Q3: 0 shares; 2022Q4: 873 shares 873 $186K 0.07% +873 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 316 shares; 2021Q3: 316 shares; 2021Q4: 337 shares; 2022Q1: 392 shares; 2022Q2: 336 shares; 2022Q3: 0 shares; 2022Q4: 336 shares 336 $185K 0.07% +336 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 1,756 shares 1,756 $164K 0.06% +1,756 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 131,059 shares; 2021Q3: 3,478 shares; 2021Q4: 21,370 shares; 2022Q1: 19,637 shares; 2022Q2: 7,711 shares; 2022Q3: 0 shares; 2022Q4: 3,809 shares 3,809 $160K 0.06% +3,809 Timeline XLG 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 517 shares 517 $143K 0.05% +517 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,075 shares; 2021Q3: 1,075 shares; 2021Q4: 6,220 shares; 2022Q1: 5,347 shares; 2022Q2: 1,822 shares; 2022Q3: 0 shares; 2022Q4: 1,822 shares 1,822 $123K 0.05% +1,822 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,768 shares; 2021Q3: 1,768 shares; 2021Q4: not reported; 2022Q1: 1,768 shares; 2022Q2: 1,768 shares; 2022Q3: 0 shares; 2022Q4: 1,768 shares 1,768 $116K 0.04% +1,768 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,693 shares; 2022Q2: 2,693 shares; 2022Q3: 0 shares; 2022Q4: 2,693 shares 2,693 $110K 0.04% +2,693 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 3,464 shares; 2021Q3: 3,464 shares; 2021Q4: not reported; 2022Q1: 1,464 shares; 2022Q2: 1,464 shares; 2022Q3: 0 shares; 2022Q4: 1,464 shares 1,464 $109K 0.04% +1,464 Timeline 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,852 shares 1,852 $108K 0.04% new Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,213 shares 4,213 $107K 0.04% new 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 752 shares 752 $105K 0.04% 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; 2021Q1: not reported; 2021Q2: 416 shares; 2021Q3: 805 shares; 2021Q4: not reported; 2022Q1: 597 shares; 2022Q2: 487 shares; 2022Q3: 0 shares; 2022Q4: 1,102 shares 1,102 $104K 0.04% +1,102 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 67,304 shares; 2021Q3: 67,304 shares; 2021Q4: 67,304 shares; 2022Q1: 5,984 shares; 2022Q2: 5,984 shares; 2022Q3: 0 shares; 2022Q4: 5,984 shares 5,984 $101K 0.04% +5,984 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 46 shares; 2021Q4: not reported; 2022Q1: 444 shares; 2022Q2: 444 shares; 2022Q3: 0 shares; 2022Q4: 497 shares 497 $99.7K 0.04% +497 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,186 shares; 2021Q3: 1,186 shares; 2021Q4: not reported; 2022Q1: 2,446 shares; 2022Q2: 2,446 shares; 2022Q3: 0 shares; 2022Q4: 2,446 shares 2,446 $99.1K 0.04% +2,446 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 2,799 shares; 2021Q3: 2,801 shares; 2021Q4: not reported; 2022Q1: 2,882 shares; 2022Q2: 2,882 shares; 2022Q3: 0 shares; 2022Q4: 2,913 shares 2,913 $93.8K 0.04% +2,913 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 54 shares; 2021Q4: not reported; 2022Q1: 2,302 shares; 2022Q2: 2,302 shares; 2022Q3: 0 shares; 2022Q4: 1,944 shares 1,944 $90.8K 0.03% +1,944 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 182 shares; 2021Q3: 1,023 shares; 2021Q4: not reported; 2022Q1: 948 shares; 2022Q2: 948 shares; 2022Q3: 0 shares; 2022Q4: 844 shares 844 $89.8K 0.03% +844 Timeline GNR 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; 2021Q1: not reported; 2021Q2: 1,772 shares; 2021Q3: 1,772 shares; 2021Q4: not reported; 2022Q1: 1,554 shares; 2022Q2: 1,554 shares; 2022Q3: 0 shares; 2022Q4: 1,554 shares 1,554 $88.6K 0.03% +1,554 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 722 shares; 2021Q3: 722 shares; 2021Q4: not reported; 2022Q1: 722 shares; 2022Q2: 722 shares; 2022Q3: 0 shares; 2022Q4: 1,444 shares 1,444 $87.9K 0.03% +1,444 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,400 shares; 2022Q1: 1,170 shares; 2022Q2: 1,180 shares; 2022Q3: 0 shares; 2022Q4: 1,170 shares 1,170 $87.2K 0.03% +1,170 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 670 shares; 2021Q3: 670 shares; 2021Q4: not reported; 2022Q1: 670 shares; 2022Q2: 670 shares; 2022Q3: 0 shares; 2022Q4: 720 shares 720 $85K 0.03% +720 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,000 shares; 2021Q4: not reported; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 0 shares; 2022Q4: 3,000 shares 3,000 $82.3K 0.03% +3,000 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; 2021Q1: not reported; 2021Q2: 488 shares; 2021Q3: 488 shares; 2021Q4: not reported; 2022Q1: 488 shares; 2022Q2: 490 shares; 2022Q3: 0 shares; 2022Q4: 495 shares 495 $81K 0.03% +495 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 143 shares 143 $80K 0.03% +143 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 2,671 shares; 2021Q3: 2,689 shares; 2021Q4: not reported; 2022Q1: 2,726 shares; 2022Q2: 2,746 shares; 2022Q3: 0 shares; 2022Q4: 2,796 shares 2,796 $79.5K 0.03% +2,796 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 947 shares; 2022Q3: not reported; 2022Q4: 947 shares 947 $79.5K 0.03% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,525 shares; 2021Q3: 2,984 shares; 2021Q4: 2,984 shares; 2022Q1: 3,734 shares; 2022Q2: 2,732 shares; 2022Q3: 0 shares; 2022Q4: 760 shares 760 $79.2K 0.03% +760 Timeline GWX 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; 2021Q1: not reported; 2021Q2: 1,668 shares; 2021Q3: 1,668 shares; 2021Q4: not reported; 2022Q1: 1,668 shares; 2022Q2: 2,683 shares; 2022Q3: 0 shares; 2022Q4: 2,683 shares 2,683 $78.9K 0.03% +2,683 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 2,337 shares; 2021Q3: 2,337 shares; 2021Q4: 14,444 shares; 2022Q1: 14,444 shares; 2022Q2: 14,982 shares; 2022Q3: 0 shares; 2022Q4: 2,496 shares 2,496 $78.5K 0.03% +2,496 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,491 shares; 2021Q3: 1,491 shares; 2021Q4: not reported; 2022Q1: 1,336 shares; 2022Q2: 1,336 shares; 2022Q3: 0 shares; 2022Q4: 1,336 shares 1,336 $78.2K 0.03% +1,336 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; 2021Q1: not reported; 2021Q2: 795 shares; 2021Q3: 795 shares; 2021Q4: not reported; 2022Q1: 795 shares; 2022Q2: 795 shares; 2022Q3: 0 shares; 2022Q4: 795 shares 795 $78.1K 0.03% +795 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 215 shares; 2021Q4: not reported; 2022Q1: 161 shares; 2022Q2: 590 shares; 2022Q3: 0 shares; 2022Q4: 1,027 shares 1,027 $77.3K 0.03% +1,027 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; 2021Q1: not reported; 2021Q2: 2,716 shares; 2021Q3: 2,716 shares; 2021Q4: not reported; 2022Q1: 2,802 shares; 2022Q2: 2,716 shares; 2022Q3: 0 shares; 2022Q4: 2,716 shares 2,716 $75K 0.03% +2,716 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 357 shares; 2021Q3: 296 shares; 2021Q4: not reported; 2022Q1: 434 shares; 2022Q2: 302 shares; 2022Q3: 0 shares; 2022Q4: 282 shares 282 $74.3K 0.03% +282 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 748 shares; 2021Q3: 896 shares; 2021Q4: not reported; 2022Q1: 896 shares; 2022Q2: 800 shares; 2022Q3: 0 shares; 2022Q4: 800 shares 800 $73K 0.03% +800 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 68 shares; 2021Q3: 437 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 729 shares; 2022Q3: not reported; 2022Q4: 1,535 shares 1,535 $72.8K 0.03% new Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,545 shares; 2021Q3: 1,545 shares; 2021Q4: not reported; 2022Q1: 1,485 shares; 2022Q2: 845 shares; 2022Q3: 0 shares; 2022Q4: 845 shares 845 $71.8K 0.03% +845 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 997 shares; 2021Q3: 1,020 shares; 2021Q4: not reported; 2022Q1: 181 shares; 2022Q2: 181 shares; 2022Q3: 0 shares; 2022Q4: 396 shares 396 $71.5K 0.03% +396 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 107 shares; 2021Q3: 107 shares; 2021Q4: not reported; 2022Q1: 107 shares; 2022Q2: 107 shares; 2022Q3: 0 shares; 2022Q4: 107 shares 107 $67.4K 0.03% +107 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; 2021Q1: not reported; 2021Q2: 236 shares; 2021Q3: 236 shares; 2021Q4: not reported; 2022Q1: 236 shares; 2022Q2: 236 shares; 2022Q3: 0 shares; 2022Q4: 236 shares 236 $66.2K 0.02% +236 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 501 shares; 2021Q4: not reported; 2022Q1: 501 shares; 2022Q2: 628 shares; 2022Q3: 0 shares; 2022Q4: 568 shares 568 $66.1K 0.02% +568 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; 2021Q1: not reported; 2021Q2: 2,316 shares; 2021Q3: 2,445 shares; 2021Q4: 2,390 shares; 2022Q1: 1,788 shares; 2022Q2: 1,664 shares; 2022Q3: 0 shares; 2022Q4: 749 shares 749 $65.1K 0.02% +749 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; 2021Q1: not reported; 2021Q2: 442 shares; 2021Q3: 588 shares; 2021Q4: 2,518 shares; 2022Q1: 2,100 shares; 2022Q2: 2,264 shares; 2022Q3: 0 shares; 2022Q4: 343 shares 343 $63K 0.02% +343 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 157 shares; 2021Q3: 157 shares; 2021Q4: not reported; 2022Q1: 157 shares; 2022Q2: 157 shares; 2022Q3: 0 shares; 2022Q4: 157 shares 157 $62.8K 0.02% +157 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 100 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 257 shares; 2022Q2: 257 shares; 2022Q3: 0 shares; 2022Q4: 877 shares 877 $62.6K 0.02% +877 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 375 shares; 2021Q3: 225 shares; 2021Q4: not reported; 2022Q1: 425 shares; 2022Q2: 340 shares; 2022Q3: 0 shares; 2022Q4: 338 shares 338 $60.7K 0.02% +338 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; 2021Q1: not reported; 2021Q2: 239 shares; 2021Q3: 239 shares; 2021Q4: not reported; 2022Q1: 239 shares; 2022Q2: 239 shares; 2022Q3: 0 shares; 2022Q4: 239 shares 239 $59.3K 0.02% +239 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; 2021Q1: not reported; 2021Q2: 725 shares; 2021Q3: 725 shares; 2021Q4: not reported; 2022Q1: 765 shares; 2022Q2: 765 shares; 2022Q3: 0 shares; 2022Q4: 725 shares 725 $58.4K 0.02% +725 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 709 shares; 2021Q3: 812 shares; 2021Q4: not reported; 2022Q1: 709 shares; 2022Q2: 709 shares; 2022Q3: 0 shares; 2022Q4: 709 shares 709 $57.5K 0.02% +709 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; 2021Q1: not reported; 2021Q2: 171 shares; 2021Q3: 171 shares; 2021Q4: not reported; 2022Q1: 171 shares; 2022Q2: 171 shares; 2022Q3: 0 shares; 2022Q4: 171 shares 171 $56.7K 0.02% +171 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: not reported; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 0 shares; 2022Q4: 150 shares 150 $56.6K 0.02% +150 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,690 shares; 2021Q4: not reported; 2022Q1: 2,592 shares; 2022Q2: 19,003 shares; 2022Q3: 0 shares; 2022Q4: 869 shares 869 $55.3K 0.02% +869 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 502 shares; 2021Q3: 540 shares; 2021Q4: not reported; 2022Q1: 540 shares; 2022Q2: 540 shares; 2022Q3: 0 shares; 2022Q4: 502 shares 502 $54.3K 0.02% +502 Timeline DISCOVER FINANCIAL SERVICES DISCOVER FINANCIAL SERVICES More: the full row for DISCOVER FINANCIAL SERVICES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 540 shares; 2021Q3: 540 shares; 2021Q4: not reported; 2022Q1: 540 shares; 2022Q2: 540 shares; 2022Q3: 0 shares; 2022Q4: 540 shares 540 $52.8K 0.02% +540 BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,677 shares 1,677 $52.8K 0.02% new Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,484 shares; 2021Q4: not reported; 2022Q1: 1,484 shares; 2022Q2: 1,484 shares; 2022Q3: 0 shares; 2022Q4: 1,484 shares 1,484 $52.2K 0.02% +1,484 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; 2021Q1: not reported; 2021Q2: 124 shares; 2021Q3: 190 shares; 2021Q4: not reported; 2022Q1: 185 shares; 2022Q2: 117 shares; 2022Q3: 0 shares; 2022Q4: 117 shares 117 $51.8K 0.02% +117 Timeline RWX 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; 2021Q1: not reported; 2021Q2: 22,696 shares; 2021Q3: 22,696 shares; 2021Q4: 25,234 shares; 2022Q1: 25,234 shares; 2022Q2: 5,708 shares; 2022Q3: 0 shares; 2022Q4: 1,924 shares 1,924 $51.5K 0.02% +1,924 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: not reported; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 0 shares; 2022Q4: 1,000 shares 1,000 $50.7K 0.02% +1,000 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; 2021Q1: not reported; 2021Q2: 1,865 shares; 2021Q3: 1,982 shares; 2021Q4: not reported; 2022Q1: 3,053 shares; 2022Q2: 2,135 shares; 2022Q3: 0 shares; 2022Q4: 1,280 shares 1,280 $49.9K 0.02% +1,280 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 415 shares; 2021Q3: 415 shares; 2021Q4: not reported; 2022Q1: 475 shares; 2022Q2: 415 shares; 2022Q3: 0 shares; 2022Q4: 415 shares 415 $48.6K 0.02% +415 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: not reported; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 0 shares; 2022Q4: 200 shares 200 $48K 0.02% +200 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 320 shares; 2021Q3: 320 shares; 2021Q4: not reported; 2022Q1: 370 shares; 2022Q2: 320 shares; 2022Q3: 0 shares; 2022Q4: 320 shares 320 $46.9K 0.02% +320 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; 2021Q1: not reported; 2021Q2: 90 shares; 2021Q3: 398 shares; 2021Q4: not reported; 2022Q1: 414 shares; 2022Q2: 313 shares; 2022Q3: 0 shares; 2022Q4: 213 shares 213 $45.6K 0.02% +213 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; 2021Q1: not reported; 2021Q2: 338 shares; 2021Q3: 338 shares; 2021Q4: not reported; 2022Q1: 408 shares; 2022Q2: 338 shares; 2022Q3: 0 shares; 2022Q4: 253 shares 253 $44K 0.02% +253 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; 2021Q1: not reported; 2021Q2: 392 shares; 2021Q3: 902 shares; 2021Q4: 1,551 shares; 2022Q1: 914 shares; 2022Q2: 522 shares; 2022Q3: 0 shares; 2022Q4: 327 shares 327 $43.9K 0.02% +327 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 290 shares; 2021Q4: not reported; 2022Q1: 485 shares; 2022Q2: 410 shares; 2022Q3: 0 shares; 2022Q4: 410 shares 410 $40.7K 0.02% +410 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 472 shares; 2021Q3: 472 shares; 2021Q4: not reported; 2022Q1: 472 shares; 2022Q2: 472 shares; 2022Q3: 0 shares; 2022Q4: 472 shares 472 $38.8K 0.01% +472 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; 2021Q1: not reported; 2021Q2: 115 shares; 2021Q3: 115 shares; 2021Q4: not reported; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 0 shares; 2022Q4: 115 shares 115 $38.5K 0.01% +115 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 47 shares; 2021Q3: 47 shares; 2021Q4: not reported; 2022Q1: 141 shares; 2022Q2: 141 shares; 2022Q3: 0 shares; 2022Q4: 141 shares 141 $37.4K 0.01% +141 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 318 shares; 2021Q3: 318 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 366 shares; 2022Q3: not reported; 2022Q4: 812 shares 812 $37K 0.01% new Timeline BLV 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; 2021Q1: not reported; 2021Q2: 171 shares; 2021Q3: 171 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 498 shares 498 $36.1K 0.01% new Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 980 shares; 2021Q3: 980 shares; 2021Q4: not reported; 2022Q1: 880 shares; 2022Q2: 880 shares; 2022Q3: 0 shares; 2022Q4: 880 shares 880 $36.1K 0.01% +880 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; 2021Q1: not reported; 2021Q2: 46 shares; 2021Q3: 216 shares; 2021Q4: not reported; 2022Q1: 274 shares; 2022Q2: 216 shares; 2022Q3: 0 shares; 2022Q4: 216 shares 216 $35.7K 0.01% +216 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 295 shares; 2021Q3: 1,202 shares; 2021Q4: not reported; 2022Q1: 840 shares; 2022Q2: 20 shares; 2022Q3: not reported; 2022Q4: 694 shares 694 $35.6K 0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 95 shares; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 120 shares 120 $35.4K 0.01% +120 Timeline BIV 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; 2021Q1: not reported; 2021Q2: 183 shares; 2021Q3: 183 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 225 shares; 2022Q3: not reported; 2022Q4: 474 shares 474 $35.2K 0.01% new Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 148 shares 148 $34.3K 0.01% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 418 shares 418 $32.6K 0.01% new 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 289 shares 289 $32.5K 0.01% new 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; 2021Q1: not reported; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: not reported; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 0 shares; 2022Q4: 200 shares 200 $31.4K 0.01% +200 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; 2021Q1: not reported; 2021Q2: 1,254 shares; 2021Q3: 1,572 shares; 2021Q4: not reported; 2022Q1: 2,212 shares; 2022Q2: 1,205 shares; 2022Q3: 0 shares; 2022Q4: 895 shares 895 $31.3K 0.01% +895 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; 2021Q1: not reported; 2021Q2: 129 shares; 2021Q3: 129 shares; 2021Q4: not reported; 2022Q1: 222 shares; 2022Q2: 144 shares; 2022Q3: 0 shares; 2022Q4: 129 shares 129 $30.6K 0.01% +129 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; 2021Q1: not reported; 2021Q2: 791 shares; 2021Q3: 791 shares; 2021Q4: not reported; 2022Q1: 1,582 shares; 2022Q2: 1,582 shares; 2022Q3: 0 shares; 2022Q4: 1,582 shares 1,582 $30.5K 0.01% +1,582 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 261 shares; 2021Q3: 261 shares; 2021Q4: not reported; 2022Q1: 261 shares; 2022Q2: 261 shares; 2022Q3: 0 shares; 2022Q4: 261 shares 261 $30.3K 0.01% +261 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 350 shares; 2021Q3: 350 shares; 2021Q4: not reported; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 0 shares; 2022Q4: 350 shares 350 $30K 0.01% +350 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 55 shares; 2021Q4: not reported; 2022Q1: 55 shares; 2022Q2: 55 shares; 2022Q3: 0 shares; 2022Q4: 55 shares 55 $30K 0.01% +55 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; 2021Q1: not reported; 2021Q2: 270 shares; 2021Q3: 170 shares; 2021Q4: not reported; 2022Q1: 170 shares; 2022Q2: 170 shares; 2022Q3: 0 shares; 2022Q4: 170 shares 170 $30K 0.01% +170 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 118 shares 118 $29.1K 0.01% new 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; 2021Q1: not reported; 2021Q2: 355 shares; 2021Q3: 469 shares; 2021Q4: not reported; 2022Q1: 319 shares; 2022Q2: 205 shares; 2022Q3: 0 shares; 2022Q4: 405 shares 405 $28.8K 0.01% +405 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; 2021Q1: not reported; 2021Q2: 1,083 shares; 2021Q3: 1,091 shares; 2021Q4: not reported; 2022Q1: 886 shares; 2022Q2: 720 shares; 2022Q3: 0 shares; 2022Q4: 720 shares 720 $28K 0.01% +720 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 403 shares; 2021Q3: 499 shares; 2021Q4: not reported; 2022Q1: 578 shares; 2022Q2: 403 shares; 2022Q3: 0 shares; 2022Q4: 208 shares 208 $27.6K 0.01% +208 Timeline VERISIGN INC VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 134 shares 134 $27.5K 0.01% new PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 211 shares; 2021Q3: 211 shares; 2021Q4: not reported; 2022Q1: 211 shares; 2022Q2: 211 shares; 2022Q3: not reported; 2022Q4: 211 shares 211 $27.4K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 109 shares; 2021Q3: 109 shares; 2021Q4: not reported; 2022Q1: 204 shares; 2022Q2: 109 shares; 2022Q3: 0 shares; 2022Q4: 109 shares 109 $26.8K 0.01% +109 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 739 shares; 2021Q4: not reported; 2022Q1: 739 shares; 2022Q2: 400 shares; 2022Q3: 0 shares; 2022Q4: 400 shares 400 $26.7K 0.01% +400 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; 2021Q1: not reported; 2021Q2: 363 shares; 2021Q3: 446 shares; 2021Q4: not reported; 2022Q1: 132 shares; 2022Q2: 83 shares; 2022Q3: 0 shares; 2022Q4: 83 shares 83 $24.2K 0.01% +83 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 520 shares 520 $23.8K 0.01% +520 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 150 shares; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 150 shares 150 $23.7K 0.01% +150 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; 2021Q1: not reported; 2021Q2: 150 shares; 2021Q3: 264 shares; 2021Q4: not reported; 2022Q1: 386 shares; 2022Q2: 289 shares; 2022Q3: 0 shares; 2022Q4: 114 shares 114 $22.7K 0.01% +114 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 471 shares; 2021Q3: 471 shares; 2021Q4: not reported; 2022Q1: 429 shares; 2022Q2: 429 shares; 2022Q3: 0 shares; 2022Q4: 429 shares 429 $22.6K 0.01% +429 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; 2021Q1: not reported; 2021Q2: 125 shares; 2021Q3: 125 shares; 2021Q4: 6,043 shares; 2022Q1: 6,043 shares; 2022Q2: 6,043 shares; 2022Q3: 0 shares; 2022Q4: 218 shares 218 $22.1K 0.01% +218 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 207 shares; 2021Q3: 753 shares; 2021Q4: not reported; 2022Q1: 369 shares; 2022Q2: 522 shares; 2022Q3: 0 shares; 2022Q4: 306 shares 306 $22.1K 0.01% +306 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 70 shares 70 $21.8K 0.01% new Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 175 shares; 2021Q4: not reported; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 0 shares; 2022Q4: 350 shares 350 $21.7K 0.01% +350 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 174 shares; 2021Q3: 105 shares; 2021Q4: not reported; 2022Q1: 105 shares; 2022Q2: 105 shares; 2022Q3: 0 shares; 2022Q4: 134 shares 134 $21.3K 0.01% +134 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 387 shares 387 $21.2K 0.01% +387 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 594 shares; 2021Q3: 594 shares; 2021Q4: not reported; 2022Q1: 407 shares; 2022Q2: 407 shares; 2022Q3: 0 shares; 2022Q4: 407 shares 407 $21.1K 0.01% +407 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 85 shares; 2021Q4: not reported; 2022Q1: 85 shares; 2022Q2: 85 shares; 2022Q3: 0 shares; 2022Q4: 85 shares 85 $20.8K 0.01% +85 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 180 shares; 2021Q3: 187 shares; 2021Q4: not reported; 2022Q1: 578 shares; 2022Q2: 578 shares; 2022Q3: 0 shares; 2022Q4: 460 shares 460 $20.6K 0.01% +460 Timeline FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 711 shares 711 $20.4K 0.01% new 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: not reported; 2022Q4: 50 shares 50 $20.1K 0.01% new 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; 2021Q1: not reported; 2021Q2: 80 shares; 2021Q3: 80 shares; 2021Q4: not reported; 2022Q1: 80 shares; 2022Q2: 80 shares; 2022Q3: 0 shares; 2022Q4: 80 shares 80 $19.3K 0.01% +80 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; 2021Q1: not reported; 2021Q2: 170 shares; 2021Q3: 250 shares; 2021Q4: not reported; 2022Q1: 80 shares; 2022Q2: 80 shares; 2022Q3: 0 shares; 2022Q4: 80 shares 80 $18.5K 0.01% +80 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 601 shares; 2021Q3: 501 shares; 2021Q4: not reported; 2022Q1: 633 shares; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 113 shares 113 $18.3K 0.01% +113 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 247 shares; 2021Q3: 247 shares; 2021Q4: not reported; 2022Q1: 247 shares; 2022Q2: 247 shares; 2022Q3: 0 shares; 2022Q4: 247 shares 247 $18.2K 0.01% +247 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 70 shares; 2021Q4: not reported; 2022Q1: 101 shares; 2022Q2: 70 shares; 2022Q3: 0 shares; 2022Q4: 70 shares 70 $18K 0.01% +70 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 721 shares 721 $17.8K 0.01% new Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 70 shares; 2021Q3: 70 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10 shares; 2022Q3: not reported; 2022Q4: 133 shares 133 $17.7K 0.01% new Timeline NGVT INGEVITY CORP More: the full row for INGEVITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 248 shares; 2021Q4: not reported; 2022Q1: 248 shares; 2022Q2: 248 shares; 2022Q3: 0 shares; 2022Q4: 248 shares 248 $17.5K 0.01% +248 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 80 shares; 2021Q3: 80 shares; 2021Q4: not reported; 2022Q1: 80 shares; 2022Q2: 80 shares; 2022Q3: 0 shares; 2022Q4: 80 shares 80 $17.1K 0.01% +80 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 81 shares 81 $17.1K 0.01% +81 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; 2021Q1: not reported; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: not reported; 2022Q1: 240 shares; 2022Q2: 240 shares; 2022Q3: 0 shares; 2022Q4: 240 shares 240 $16.9K 0.01% +240 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 370 shares 370 $16.7K 0.01% +370 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 90 shares 90 $16.6K 0.01% +90 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; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: not reported; 2022Q1: 170 shares; 2022Q2: 170 shares; 2022Q3: 0 shares; 2022Q4: 150 shares 150 $16.4K 0.01% +150 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 83 shares; 2021Q4: not reported; 2022Q1: 230 shares; 2022Q2: 75 shares; 2022Q3: 0 shares; 2022Q4: 75 shares 75 $15.9K 0.01% +75 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; 2021Q1: not reported; 2021Q2: 213 shares; 2021Q3: 213 shares; 2021Q4: not reported; 2022Q1: 213 shares; 2022Q2: 213 shares; 2022Q3: 0 shares; 2022Q4: 213 shares 213 $15.8K 0.01% +213 Timeline TRAVELERS COMPANIES INC TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 80 shares 80 $15K 0.01% new 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; 2021Q1: not reported; 2021Q2: 675 shares; 2021Q3: 735 shares; 2021Q4: not reported; 2022Q1: 735 shares; 2022Q2: 160 shares; 2022Q3: 0 shares; 2022Q4: 160 shares 160 $14.9K 0.01% +160 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 110 shares; 2021Q3: 287 shares; 2021Q4: not reported; 2022Q1: 110 shares; 2022Q2: 110 shares; 2022Q3: 0 shares; 2022Q4: 110 shares 110 $14.9K 0.01% +110 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 144 shares 144 $14.8K 0.01% +144 Timeline WOOD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: not reported; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 0 shares; 2022Q4: 200 shares 200 $14.6K 0.01% +200 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 0 shares; 2022Q4: 30 shares 30 $13.7K 0.01% +30 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 30 shares 30 $12.9K <0.01% new 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 210 shares; 2022Q3: 0 shares; 2022Q4: 210 shares 210 $12.7K <0.01% +210 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 340 shares; 2022Q2: 340 shares; 2022Q3: 0 shares; 2022Q4: 842 shares 842 $11.9K <0.01% +842 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; 2021Q1: not reported; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: not reported; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: not reported; 2022Q4: 65 shares 65 $11.3K <0.01% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 107 shares; 2021Q3: 622 shares; 2021Q4: not reported; 2022Q1: 32 shares; 2022Q2: 32 shares; 2022Q3: 0 shares; 2022Q4: 32 shares 32 $11.1K <0.01% +32 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 140 shares; 2021Q4: not reported; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: not reported; 2022Q4: 50 shares 50 $11K <0.01% new 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; 2021Q1: not reported; 2021Q2: 2,832 shares; 2021Q3: 1,954 shares; 2021Q4: not reported; 2022Q1: 1,674 shares; 2022Q2: 1,675 shares; 2022Q3: 0 shares; 2022Q4: 147 shares 147 $10.6K <0.01% +147 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 473 shares; 2022Q2: 448 shares; 2022Q3: 0 shares; 2022Q4: 448 shares 448 $9.66K <0.01% +448 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; 2021Q1: not reported; 2021Q2: 464 shares; 2021Q3: 300 shares; 2021Q4: not reported; 2022Q1: 631 shares; 2022Q2: 320 shares; 2022Q3: 0 shares; 2022Q4: 240 shares 240 $9.46K <0.01% +240 Timeline GXC 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; 2021Q1: not reported; 2021Q2: 117 shares; 2021Q3: 117 shares; 2021Q4: not reported; 2022Q1: 117 shares; 2022Q2: 117 shares; 2022Q3: 0 shares; 2022Q4: 117 shares 117 $9.17K <0.01% +117 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 200 shares 200 $8.29K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 57 shares; 2021Q3: 57 shares; 2021Q4: not reported; 2022Q1: 57 shares; 2022Q2: 57 shares; 2022Q3: 0 shares; 2022Q4: 57 shares 57 $7.99K <0.01% +57 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; 2021Q1: not reported; 2021Q2: 334 shares; 2021Q3: 185 shares; 2021Q4: not reported; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 0 shares; 2022Q4: 102 shares 102 $7.91K <0.01% +102 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 23 shares 23 $7.74K <0.01% +23 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; 2021Q1: not reported; 2021Q2: 23 shares; 2021Q3: 43 shares; 2021Q4: not reported; 2022Q1: 92 shares; 2022Q2: 40 shares; 2022Q3: not reported; 2022Q4: 10 shares 10 $7.09K <0.01% new IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 920 shares; 2021Q3: 178 shares; 2021Q4: not reported; 2022Q1: 178 shares; 2022Q2: 70 shares; 2022Q3: 0 shares; 2022Q4: 70 shares 70 $7.06K <0.01% +70 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 109 shares; 2021Q3: 49 shares; 2021Q4: not reported; 2022Q1: 84 shares; 2022Q2: 84 shares; 2022Q3: 0 shares; 2022Q4: 49 shares 49 $6.95K <0.01% +49 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 85 shares; 2022Q2: 170 shares; 2022Q3: 0 shares; 2022Q4: 170 shares 170 $6.88K <0.01% +170 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; 2021Q1: not reported; 2021Q2: 535 shares; 2021Q3: 1,520 shares; 2021Q4: 3,305 shares; 2022Q1: 1,733 shares; 2022Q2: 1,920 shares; 2022Q3: 0 shares; 2022Q4: 140 shares 140 $6.67K <0.01% +140 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; 2021Q1: not reported; 2021Q2: 31 shares; 2021Q3: 31 shares; 2021Q4: not reported; 2022Q1: 74 shares; 2022Q2: 31 shares; 2022Q3: 0 shares; 2022Q4: 31 shares 31 $6.42K <0.01% +31 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: not reported; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 0 shares; 2022Q4: 50 shares 50 $6.06K <0.01% +50 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 70 shares 70 $5.87K <0.01% +70 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 83 shares; 2022Q2: 83 shares; 2022Q3: 0 shares; 2022Q4: 83 shares 83 $5.08K <0.01% +83 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 612 shares; 2022Q2: 612 shares; 2022Q3: 0 shares; 2022Q4: 612 shares 612 $5.04K <0.01% +612 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 84 shares; 2021Q3: 84 shares; 2021Q4: not reported; 2022Q1: 84 shares; 2022Q2: 84 shares; 2022Q3: 0 shares; 2022Q4: 84 shares 84 $5.02K <0.01% +84 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 62 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 806 shares; 2022Q2: 354 shares; 2022Q3: 0 shares; 2022Q4: 354 shares 354 $4.99K <0.01% +354 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; 2021Q1: not reported; 2021Q2: 30 shares; 2021Q3: 30 shares; 2021Q4: not reported; 2022Q1: 207 shares; 2022Q2: 180 shares; 2022Q3: not reported; 2022Q4: 30 shares 30 $4.23K <0.01% new Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 86 shares; 2022Q2: 86 shares; 2022Q3: 0 shares; 2022Q4: 86 shares 86 $2.04K <0.01% +86 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; 2021Q1: not reported; 2021Q2: 1,492 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 100 shares 100 $1.16K <0.01% 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; 2021Q1: not reported; 2021Q2: 15 shares; 2021Q3: 15 shares; 2021Q4: not reported; 2022Q1: 15 shares; 2022Q2: 25 shares; 2022Q3: 0 shares; 2022Q4: 15 shares 15 $972 <0.01% +15 Timeline MTW MANITOWOC CO INC More: the full row for MANITOWOC CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 0 shares; 2022Q4: 100 shares 100 $916 <0.01% +100 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 14 shares 14 $553 <0.01% new 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 15 shares; 2021Q4: not reported; 2022Q1: 15 shares; 2022Q2: 15 shares; 2022Q3: 0 shares; 2022Q4: 15 shares 15 $247 <0.01% +15 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5 shares 5 $173 <0.01% new Timeline MANU MANCHESTER UTD PLC NEW More: the full row for MANCHESTER UTD PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6 shares 6 $140 <0.01% new Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 3 shares; 2021Q3: 1 shares; 2021Q4: not reported; 2022Q1: 2 shares; 2022Q2: 1 shares; 2022Q3: 0 shares; 2022Q4: 1 shares 1 $100 <0.01% +1 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12 shares; 2022Q2: 7 shares; 2022Q3: 0 shares; 2022Q4: 7 shares 7 $78 <0.01% +7 Timeline GTX GARRETT MOTION INC More: the full row for GARRETT MOTION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 9 shares; 2021Q4: not reported; 2022Q1: 9 shares; 2022Q2: 9 shares; 2022Q3: 0 shares; 2022Q4: 9 shares 9 $69 <0.01% +9 Timeline