LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 494 shares; 2020Q2: 493 shares; 2020Q3: 493 shares; 2020Q4: 635 shares; 2021Q1: 635 shares; 2021Q2: 1,418 shares; 2021Q3: 1,255 shares 1,255 $117K 0.01% -163 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; 2019Q4: restricted; 2020Q1: 300 shares; 2020Q2: 554 shares; 2020Q3: 554 shares; 2020Q4: 554 shares; 2021Q1: 1,515 shares; 2021Q2: 1,974 shares; 2021Q3: 1,811 shares 1,811 $116K 0.01% -163 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 476 shares; 2020Q2: 476 shares; 2020Q3: 476 shares; 2020Q4: 952 shares; 2021Q1: 952 shares; 2021Q2: 1,152 shares; 2021Q3: 1,152 shares 1,152 $115K 0.01% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 545 shares; 2020Q2: 545 shares; 2020Q3: 502 shares; 2020Q4: 501 shares; 2021Q1: 563 shares; 2021Q2: 516 shares; 2021Q3: 516 shares 516 $115K 0.01% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 801 shares; 2020Q2: 801 shares; 2020Q3: 801 shares; 2020Q4: 798 shares; 2021Q1: 798 shares; 2021Q2: 2,644 shares; 2021Q3: 872 shares 872 $115K 0.01% -1,772 Timeline PDN 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; 2019Q4: restricted; 2020Q1: 5,178 shares; 2020Q2: 3,065 shares; 2020Q3: 3,065 shares; 2020Q4: 3,065 shares; 2021Q1: 3,065 shares; 2021Q2: 3,065 shares; 2021Q3: 3,065 shares 3,065 $115K 0.01% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,125 shares; 2020Q2: 1,125 shares; 2020Q3: 1,125 shares; 2020Q4: 1,125 shares; 2021Q1: 1,125 shares; 2021Q2: 1,125 shares; 2021Q3: 1,125 shares 1,125 $114K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 576 shares; 2020Q2: 276 shares; 2020Q3: 273 shares; 2020Q4: 323 shares; 2021Q1: 269 shares; 2021Q2: 269 shares; 2021Q3: 335 shares 335 $114K 0.01% +66 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,299 shares; 2020Q2: 1,299 shares; 2020Q3: 1,299 shares; 2020Q4: 1,298 shares; 2021Q1: 1,339 shares; 2021Q2: 1,283 shares; 2021Q3: 1,294 shares 1,294 $114K 0.01% +11 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 494 shares; 2020Q2: 494 shares; 2020Q3: 525 shares; 2020Q4: 502 shares; 2021Q1: 502 shares; 2021Q2: 745 shares; 2021Q3: 546 shares 546 $113K 0.01% -199 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 5,630 shares; 2020Q2: 5,423 shares; 2020Q3: 6,547 shares; 2020Q4: 6,623 shares; 2021Q1: 6,677 shares; 2021Q2: 6,719 shares; 2021Q3: 6,762 shares 6,762 $110K 0.01% +43 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; 2019Q4: restricted; 2020Q1: 1,054 shares; 2020Q2: 868 shares; 2020Q3: 861 shares; 2020Q4: 865 shares; 2021Q1: 476 shares; 2021Q2: 25 shares; 2021Q3: 260 shares 260 $110K 0.01% +235 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; 2019Q4: restricted; 2020Q1: 1,115 shares; 2020Q2: 1,115 shares; 2020Q3: 1,115 shares; 2020Q4: 1,233 shares; 2021Q1: 1,233 shares; 2021Q2: 1,233 shares; 2021Q3: 1,233 shares 1,233 $110K 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; 2019Q4: restricted; 2020Q1: 583 shares; 2020Q2: 583 shares; 2020Q3: 642 shares; 2020Q4: 640 shares; 2021Q1: 640 shares; 2021Q2: 617 shares; 2021Q3: 617 shares 617 $109K 0.01% 0 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares; 2021Q1: 1,200 shares; 2021Q2: 1,200 shares; 2021Q3: 1,200 shares 1,200 $109K 0.01% 0 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,329 shares 2,329 $109K 0.01% new Timeline KARS KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,355 shares; 2020Q2: 2,355 shares; 2020Q3: 2,355 shares; 2020Q4: 2,355 shares; 2021Q1: 2,355 shares; 2021Q2: 2,355 shares; 2021Q3: 2,355 shares 2,355 $109K 0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,497 shares; 2020Q2: 3,500 shares; 2020Q3: 3,502 shares; 2020Q4: 3,501 shares; 2021Q1: 3,480 shares; 2021Q2: 2,353 shares; 2021Q3: 2,355 shares 2,355 $108K 0.01% +2 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,012 shares; 2021Q3: 2,012 shares 2,012 $108K 0.01% 0 Timeline LDP COHEN & STEERS LTD DURATION More: the full row for COHEN & STEERS LTD DURATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 900 shares; 2020Q4: 1,100 shares; 2021Q1: 5,327 shares; 2021Q2: 4,183 shares; 2021Q3: 3,961 shares 3,961 $108K 0.01% -222 Timeline TIPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,658 shares; 2020Q2: 1,658 shares; 2020Q3: 1,658 shares; 2020Q4: 1,658 shares; 2021Q1: 1,658 shares; 2021Q2: 1,658 shares; 2021Q3: 1,658 shares 1,658 $108K 0.01% 0 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 5,244 shares; 2020Q2: 5,275 shares; 2020Q3: 5,399 shares; 2020Q4: 5,513 shares; 2021Q1: 6,141 shares; 2021Q2: 7,463 shares; 2021Q3: 7,573 shares 7,573 $108K 0.01% +110 NHI NATIONAL HEALTH INVS INC More: the full row for NATIONAL HEALTH INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,013 shares; 2020Q2: 2,013 shares; 2020Q3: 2,013 shares; 2020Q4: 2,000 shares; 2021Q1: 2,002 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares 2,000 $107K 0.01% 0 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 364 shares; 2020Q4: 364 shares; 2021Q1: 364 shares; 2021Q2: 374 shares; 2021Q3: 369 shares 369 $107K 0.01% -5 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,473 shares; 2020Q2: 968 shares; 2020Q3: 968 shares; 2020Q4: 961 shares; 2021Q1: 971 shares; 2021Q2: 950 shares; 2021Q3: 950 shares 950 $107K 0.01% 0 Timeline JETS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 14,106 shares; 2020Q2: 9,373 shares; 2020Q3: 8,292 shares; 2020Q4: 8,091 shares; 2021Q1: 10,517 shares; 2021Q2: 4,536 shares; 2021Q3: 4,536 shares 4,536 $107K 0.01% 0 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; 2019Q4: restricted; 2020Q1: 770 shares; 2020Q2: 934 shares; 2020Q3: 1,173 shares; 2020Q4: 1,173 shares; 2021Q1: 1,623 shares; 2021Q2: 1,971 shares; 2021Q3: 1,973 shares 1,973 $105K 0.01% +2 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,150 shares; 2020Q2: 1,150 shares; 2020Q3: 1,150 shares; 2020Q4: 1,150 shares; 2021Q1: 1,150 shares; 2021Q2: 1,042 shares; 2021Q3: 1,042 shares 1,042 $105K 0.01% 0 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 317 shares; 2020Q2: 390 shares; 2020Q3: 390 shares; 2020Q4: 609 shares; 2021Q1: 618 shares; 2021Q2: 616 shares; 2021Q3: 613 shares 613 $105K 0.01% -3 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,090 shares; 2021Q3: 2,521 shares 2,521 $104K 0.01% +431 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 5,269 shares; 2020Q2: 5,269 shares; 2020Q3: 5,269 shares; 2020Q4: 5,269 shares; 2021Q1: 5,269 shares; 2021Q2: 5,269 shares; 2021Q3: 5,269 shares 5,269 $104K 0.01% 0 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 114 shares; 2020Q2: 93 shares; 2020Q3: 432 shares; 2020Q4: 177 shares; 2021Q1: 207 shares; 2021Q2: 519 shares; 2021Q3: 368 shares 368 $103K 0.01% -151 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,435 shares; 2020Q2: 3,445 shares; 2020Q3: 2,145 shares; 2020Q4: 1,226 shares; 2021Q1: 1,295 shares; 2021Q2: 1,415 shares; 2021Q3: 1,416 shares 1,416 $102K 0.01% +1 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 224 shares; 2020Q2: 218 shares; 2020Q3: 206 shares; 2020Q4: 205 shares; 2021Q1: 205 shares; 2021Q2: 204 shares; 2021Q3: 204 shares 204 $101K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 828 shares; 2021Q3: 1,629 shares 1,629 $100K 0.01% +801 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,131 shares; 2020Q2: 2,131 shares; 2020Q3: 2,331 shares; 2020Q4: 2,331 shares; 2021Q1: 1,831 shares; 2021Q2: 1,121 shares; 2021Q3: 1,121 shares 1,121 $100K 0.01% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 552 shares; 2020Q2: 553 shares; 2020Q3: 555 shares; 2020Q4: 557 shares; 2021Q1: 558 shares; 2021Q2: 559 shares; 2021Q3: 561 shares 561 $100K 0.01% +2 Timeline STONEMOR INC STONEMOR INC More: the full row for STONEMOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40,255 shares; 2021Q2: 40,255 shares; 2021Q3: 40,255 shares 40,255 $99K 0.01% 0 APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 996 shares; 2020Q2: 996 shares; 2020Q3: 994 shares; 2020Q4: 994 shares; 2021Q1: 1,033 shares; 2021Q2: 787 shares; 2021Q3: 385 shares 385 $98K 0.01% -402 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,025 shares; 2020Q2: 1,025 shares; 2020Q3: 1,025 shares; 2020Q4: 1,025 shares; 2021Q1: 1,025 shares; 2021Q2: 1,025 shares; 2021Q3: 4,442 shares 4,442 $98K 0.01% +3,417 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,149 shares; 2020Q2: 789 shares; 2020Q3: 789 shares; 2020Q4: 874 shares; 2021Q1: 901 shares; 2021Q2: 878 shares; 2021Q3: 902 shares 902 $97K 0.01% +24 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 553 shares; 2020Q2: 333 shares; 2020Q3: 333 shares; 2020Q4: 333 shares; 2021Q1: 333 shares; 2021Q2: 323 shares; 2021Q3: 313 shares 313 $97K 0.01% -10 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 450 shares; 2020Q2: 486 shares; 2020Q3: 465 shares; 2020Q4: 594 shares; 2021Q1: 465 shares; 2021Q2: 465 shares; 2021Q3: 466 shares 466 $97K 0.01% +1 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; 2019Q4: restricted; 2020Q1: 1,147 shares; 2020Q2: 553 shares; 2020Q3: 2,153 shares; 2020Q4: 2,124 shares; 2021Q1: 2,224 shares; 2021Q2: 2,253 shares; 2021Q3: 2,253 shares 2,253 $96K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 997 shares; 2020Q2: 1,204 shares; 2020Q3: 1,037 shares; 2020Q4: 775 shares; 2021Q1: 941 shares; 2021Q2: 1,078 shares; 2021Q3: 913 shares 913 $96K 0.01% -165 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; 2019Q4: restricted; 2020Q1: 1,094 shares; 2020Q2: 1,094 shares; 2020Q3: 1,067 shares; 2020Q4: 1,043 shares; 2021Q1: 1,065 shares; 2021Q2: 1,115 shares; 2021Q3: 1,493 shares 1,493 $95K 0.01% +378 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 50 shares; 2020Q2: 103 shares; 2020Q3: 94 shares; 2020Q4: 94 shares; 2021Q1: 97 shares; 2021Q2: 1,070 shares; 2021Q3: 1,107 shares 1,107 $95K 0.01% +37 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 336 shares; 2020Q2: 306 shares; 2020Q3: 366 shares; 2020Q4: 401 shares; 2021Q1: 401 shares; 2021Q2: 424 shares; 2021Q3: 249 shares 249 $95K 0.01% -175 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; 2019Q4: restricted; 2020Q1: 66 shares; 2020Q2: 63 shares; 2020Q3: 63 shares; 2020Q4: 85 shares; 2021Q1: 117 shares; 2021Q2: 164 shares; 2021Q3: 114 shares 114 $95K 0.01% -50 MQY BLACKROCK MUNIYILD QULT FD I More: the full row for BLACKROCK MUNIYILD QULT FD I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 335 shares; 2020Q2: 335 shares; 2020Q3: 335 shares; 2020Q4: 335 shares; 2021Q1: 335 shares; 2021Q2: 5,867 shares; 2021Q3: 5,867 shares 5,867 $95K 0.01% 0 Timeline MTH MERITAGE HOMES CORP More: the full row for MERITAGE HOMES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,402 shares; 2021Q2: 1,088 shares; 2021Q3: 975 shares 975 $94K 0.01% -113 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 394 shares; 2020Q2: 708 shares; 2020Q3: 524 shares; 2020Q4: 283 shares; 2021Q1: 590 shares; 2021Q2: 532 shares; 2021Q3: 567 shares 567 $94K 0.01% +35 SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,908 shares; 2020Q2: 1,938 shares; 2020Q3: 1,738 shares; 2020Q4: 1,535 shares; 2021Q1: 1,759 shares; 2021Q2: 1,843 shares; 2021Q3: 1,932 shares 1,932 $93K 0.01% +89 Timeline Phillips 66 Partners LP Phillips 66 Partners LP More: the full row for Phillips 66 Partners LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 79 shares; 2020Q2: 79 shares; 2020Q3: 79 shares; 2020Q4: 79 shares; 2021Q1: 1,866 shares; 2021Q2: 1,885 shares; 2021Q3: 2,599 shares 2,599 $93K 0.01% +714 CNYA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 9,960 shares; 2020Q2: 3,850 shares; 2020Q3: 2,200 shares; 2020Q4: 2,200 shares; 2021Q1: 2,200 shares; 2021Q2: 2,200 shares; 2021Q3: 2,200 shares 2,200 $93K 0.01% 0 Timeline HYXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,524 shares; 2021Q3: 1,779 shares 1,779 $93K 0.01% +255 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 552 shares; 2020Q2: 552 shares; 2020Q3: 552 shares; 2020Q4: 552 shares; 2021Q1: 704 shares; 2021Q2: 803 shares; 2021Q3: 806 shares 806 $92K 0.01% +3 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,211 shares; 2021Q3: 1,691 shares 1,691 $92K 0.01% +480 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 302 shares; 2020Q2: 413 shares; 2020Q3: 414 shares; 2020Q4: 449 shares; 2021Q1: 454 shares; 2021Q2: 457 shares; 2021Q3: 519 shares 519 $91K 0.01% +62 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,208 shares; 2020Q2: 1,208 shares; 2020Q3: 1,208 shares; 2020Q4: 1,013 shares; 2021Q1: 1,020 shares; 2021Q2: 586 shares; 2021Q3: 586 shares 586 $91K 0.01% 0 Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,877 shares; 2021Q2: 8,171 shares; 2021Q3: 8,723 shares 8,723 $91K 0.01% +552 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; 2019Q4: restricted; 2020Q1: 2,722 shares; 2020Q2: 2,807 shares; 2020Q3: 2,875 shares; 2020Q4: 2,835 shares; 2021Q1: 5,778 shares; 2021Q2: 5,693 shares; 2021Q3: 5,795 shares 5,795 $89K <0.01% +102 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 673 shares; 2020Q2: 673 shares; 2020Q3: 704 shares; 2020Q4: 883 shares; 2021Q1: 933 shares; 2021Q2: 888 shares; 2021Q3: 888 shares 888 $89K <0.01% 0 Timeline FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 777 shares; 2020Q2: 777 shares; 2020Q3: 755 shares; 2020Q4: 755 shares; 2021Q1: 755 shares; 2021Q2: 755 shares; 2021Q3: 755 shares 755 $89K <0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,257 shares; 2020Q2: 1,257 shares; 2020Q3: 3,367 shares; 2020Q4: 8,527 shares; 2021Q1: 3,527 shares; 2021Q2: 5,030 shares; 2021Q3: 4,965 shares 4,965 $89K <0.01% -65 WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 16,727 shares; 2020Q2: 129,415 shares; 2020Q3: 36,157 shares; 2020Q4: 24,859 shares; 2021Q1: 3,376 shares; 2021Q2: 3,276 shares; 2021Q3: 3,584 shares 3,584 $89K <0.01% +308 REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 775 shares; 2020Q2: 52 shares; 2020Q3: 52 shares; 2020Q4: 135 shares; 2021Q1: 133 shares; 2021Q2: 139 shares; 2021Q3: 146 shares 146 $88K <0.01% +7 Timeline RSPT 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 308 shares 308 $88K <0.01% new Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,429 shares; 2020Q2: 1,429 shares; 2020Q3: 1,429 shares; 2020Q4: 1,429 shares; 2021Q1: 1,429 shares; 2021Q2: 1,429 shares; 2021Q3: 1,864 shares 1,864 $88K <0.01% +435 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,645 shares; 2020Q2: 608 shares; 2020Q3: 840 shares; 2020Q4: 609 shares; 2021Q1: 687 shares; 2021Q2: 681 shares; 2021Q3: 684 shares 684 $87K <0.01% +3 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 395 shares; 2020Q2: 3,435 shares; 2020Q3: 3,435 shares; 2020Q4: 3,593 shares; 2021Q1: 3,593 shares; 2021Q2: 4,593 shares; 2021Q3: 3,593 shares 3,593 $87K <0.01% -1,000 Timeline BXC BLUELINX HLDGS INC More: the full row for BLUELINX HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,000 shares; 2021Q2: 1,800 shares; 2021Q3: 1,800 shares 1,800 $87K <0.01% 0 Timeline PGHY 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; 2019Q4: restricted; 2020Q1: 4,015 shares; 2020Q2: 4,016 shares; 2020Q3: 4,015 shares; 2020Q4: 4,015 shares; 2021Q1: 4,016 shares; 2021Q2: 4,017 shares; 2021Q3: 4,018 shares 4,018 $87K <0.01% +1 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,335 shares; 2021Q2: 1,468 shares; 2021Q3: 1,472 shares 1,472 $87K <0.01% +4 Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 512 shares; 2020Q2: 512 shares; 2020Q3: 512 shares; 2020Q4: 512 shares; 2021Q1: 512 shares; 2021Q2: 517 shares; 2021Q3: 517 shares 517 $86K <0.01% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 123 shares; 2020Q3: 0 shares; 2020Q4: not reported; 2021Q1: 2,000 shares; 2021Q2: 2,092 shares; 2021Q3: 2,131 shares 2,131 $86K <0.01% +39 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 672 shares; 2020Q2: 1,625 shares; 2020Q3: 806 shares; 2020Q4: 1,296 shares; 2021Q1: 1,130 shares; 2021Q2: 944 shares; 2021Q3: 865 shares 865 $86K <0.01% -79 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,611 shares; 2020Q2: 2,611 shares; 2020Q3: 2,611 shares; 2020Q4: 2,611 shares; 2021Q1: 2,611 shares; 2021Q2: 2,611 shares; 2021Q3: 2,611 shares 2,611 $86K <0.01% 0 Timeline PTMC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 4,460 shares; 2020Q2: 2,460 shares; 2020Q3: 2,460 shares; 2020Q4: 2,460 shares; 2021Q1: 2,460 shares; 2021Q2: 2,460 shares; 2021Q3: 2,460 shares 2,460 $86K <0.01% 0 Timeline PEBK PEOPLES BANCORP N C INC More: the full row for PEOPLES BANCORP N C INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,048 shares; 2020Q2: 3,048 shares; 2020Q3: 3,048 shares; 2020Q4: 3,048 shares; 2021Q1: 3,048 shares; 2021Q2: 3,048 shares; 2021Q3: 3,048 shares 3,048 $86K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 13 shares; 2020Q2: 115 shares; 2020Q3: 43 shares; 2020Q4: 43 shares; 2021Q1: 43 shares; 2021Q2: 61 shares; 2021Q3: 86 shares 86 $85K <0.01% +25 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,488 shares; 2020Q2: 1,741 shares; 2020Q3: 1,821 shares; 2020Q4: 2,013 shares; 2021Q1: 211 shares; 2021Q2: 247 shares; 2021Q3: 1,361 shares 1,361 $85K <0.01% +1,114 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 430 shares; 2020Q2: 440 shares; 2020Q3: 440 shares; 2020Q4: 440 shares; 2021Q1: 710 shares; 2021Q2: 440 shares; 2021Q3: 438 shares 438 $85K <0.01% -2 Timeline ACES ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,291 shares; 2020Q2: 1,291 shares; 2020Q3: 1,291 shares; 2020Q4: 1,291 shares; 2021Q1: 1,291 shares; 2021Q2: 1,291 shares; 2021Q3: 1,291 shares 1,291 $85K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,337 shares; 2020Q2: 920 shares; 2020Q3: 905 shares; 2020Q4: 1,109 shares; 2021Q1: 927 shares; 2021Q2: 1,196 shares; 2021Q3: 1,221 shares 1,221 $84K <0.01% +25 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 100 shares; 2020Q2: 115 shares; 2020Q3: 413 shares; 2020Q4: 224 shares; 2021Q1: 251 shares; 2021Q2: 345 shares; 2021Q3: 265 shares 265 $84K <0.01% -80 Timeline HILL ROM HLDGS INC HILL ROM HLDGS INC More: the full row for HILL ROM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 462 shares; 2020Q2: 462 shares; 2020Q3: 462 shares; 2020Q4: 462 shares; 2021Q1: 467 shares; 2021Q2: 462 shares; 2021Q3: 563 shares 563 $84K <0.01% +101 STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 789 shares; 2020Q2: 789 shares; 2020Q3: 938 shares; 2020Q4: 789 shares; 2021Q1: 789 shares; 2021Q2: 789 shares; 2021Q3: 789 shares 789 $83K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 458 shares; 2020Q2: 340 shares; 2020Q3: 517 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 508 shares; 2021Q3: 512 shares 512 $83K <0.01% +4 Timeline 26 Capital Acquisition Corp 26 Capital Acquisition Corp More: the full row for 26 Capital Acquisition Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 104,477 shares; 2021Q3: 100,477 shares 100,477 $83K <0.01% -4,000 OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,769 shares; 2020Q2: 2,769 shares; 2020Q3: 2,769 shares; 2020Q4: 2,743 shares; 2021Q1: 3,584 shares; 2021Q2: 2,743 shares; 2021Q3: 2,743 shares 2,743 $82K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,882 shares; 2020Q2: 3,888 shares; 2020Q3: 3,895 shares; 2020Q4: 3,779 shares; 2021Q1: 3,791 shares; 2021Q2: 3,802 shares; 2021Q3: 3,816 shares 3,816 $82K <0.01% +14 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; 2019Q4: restricted; 2020Q1: 200 shares; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 718 shares; 2021Q2: 262 shares; 2021Q3: 202 shares 202 $82K <0.01% -60 Timeline HYLB DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 187,365 shares; 2020Q2: 202,500 shares; 2020Q3: 2,493 shares; 2020Q4: 1,460 shares; 2021Q1: 1,470 shares; 2021Q2: 1,823 shares; 2021Q3: 2,031 shares 2,031 $81K <0.01% +208 Timeline CEF 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; 2019Q4: restricted; 2020Q1: 4,270 shares; 2020Q2: 4,270 shares; 2020Q3: 4,270 shares; 2020Q4: 4,270 shares; 2021Q1: 4,770 shares; 2021Q2: 4,770 shares; 2021Q3: 4,770 shares 4,770 $81K <0.01% 0 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 730 shares; 2020Q2: 730 shares; 2020Q3: 730 shares; 2020Q4: 730 shares; 2021Q1: 730 shares; 2021Q2: 730 shares; 2021Q3: 730 shares 730 $81K <0.01% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 243 shares; 2020Q2: 234 shares; 2020Q3: 216 shares; 2020Q4: 217 shares; 2021Q1: 581 shares; 2021Q2: 421 shares; 2021Q3: 241 shares 241 $80K <0.01% -180 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 403 shares; 2020Q2: 245 shares; 2020Q3: 291 shares; 2020Q4: 291 shares; 2021Q1: 291 shares; 2021Q2: 291 shares; 2021Q3: 291 shares 291 $80K <0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,588 shares; 2020Q3: 2,588 shares; 2020Q4: 2,588 shares; 2021Q1: 2,588 shares; 2021Q2: 2,588 shares; 2021Q3: 2,588 shares 2,588 $80K <0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,664 shares; 2020Q2: 3,664 shares; 2020Q3: 3,664 shares; 2020Q4: 3,552 shares; 2021Q1: 3,552 shares; 2021Q2: 3,575 shares; 2021Q3: 3,575 shares 3,575 $79K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,980 shares; 2020Q2: 1,178 shares; 2020Q3: 1,365 shares; 2020Q4: 1,753 shares; 2021Q1: 3,026 shares; 2021Q2: 3,054 shares; 2021Q3: 3,166 shares 3,166 $79K <0.01% +112 Timeline NVG NUVEEN AMT FREE MUN CR INC F More: the full row for NUVEEN AMT FREE MUN CR INC F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 4,776 shares; 2020Q2: 4,776 shares; 2020Q3: 4,465 shares; 2020Q4: 4,525 shares; 2021Q1: 4,548 shares; 2021Q2: 4,581 shares; 2021Q3: 4,613 shares 4,613 $79K <0.01% +32 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,330 shares; 2020Q2: 2,330 shares; 2020Q3: 1,830 shares; 2020Q4: 1,830 shares; 2021Q1: 1,830 shares; 2021Q2: 1,830 shares; 2021Q3: 1,830 shares 1,830 $79K <0.01% 0 Timeline SNSR GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,766 shares; 2020Q2: 1,766 shares; 2020Q3: 2,190 shares; 2020Q4: 2,190 shares; 2021Q1: 2,190 shares; 2021Q2: 2,190 shares; 2021Q3: 2,190 shares 2,190 $79K <0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 296 shares; 2020Q2: 281 shares; 2020Q3: 203 shares; 2020Q4: 486 shares; 2021Q1: 168 shares; 2021Q2: 207 shares; 2021Q3: 193 shares 193 $78K <0.01% -14 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 164 shares; 2020Q2: 164 shares; 2020Q3: 178 shares; 2020Q4: 163 shares; 2021Q1: 169 shares; 2021Q2: 174 shares; 2021Q3: 176 shares 176 $78K <0.01% +2 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 45 shares; 2020Q2: 45 shares; 2020Q3: 45 shares; 2020Q4: 52 shares; 2021Q1: 45 shares; 2021Q2: 46 shares; 2021Q3: 46 shares 46 $78K <0.01% 0 Timeline XHE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,446 shares; 2020Q3: 1,180 shares; 2020Q4: 1,266 shares; 2021Q1: 710 shares; 2021Q2: 692 shares; 2021Q3: 629 shares 629 $78K <0.01% -63 Timeline BGH BARINGS GLOBAL SHORT DURATIO More: the full row for BARINGS GLOBAL SHORT DURATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,788 shares; 2021Q2: 4,931 shares; 2021Q3: 4,578 shares 4,578 $78K <0.01% -353 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 307 shares; 2021Q3: 307 shares 307 $77K <0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 536 shares; 2020Q2: 536 shares; 2020Q3: 736 shares; 2020Q4: 736 shares; 2021Q1: 736 shares; 2021Q2: 736 shares; 2021Q3: 745 shares 745 $77K <0.01% +9 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,443 shares; 2020Q2: 1,943 shares; 2020Q3: 1,443 shares; 2020Q4: 1,443 shares; 2021Q1: 1,649 shares; 2021Q2: 1,653 shares; 2021Q3: 1,702 shares 1,702 $77K <0.01% +49 PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 159 shares; 2020Q2: 159 shares; 2020Q3: 187 shares; 2020Q4: 159 shares; 2021Q1: 159 shares; 2021Q2: 159 shares; 2021Q3: 159 shares 159 $76K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 243 shares; 2020Q2: 328 shares; 2020Q3: 257 shares; 2020Q4: 323 shares; 2021Q1: 460 shares; 2021Q2: 446 shares; 2021Q3: 453 shares 453 $76K <0.01% +7 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; 2019Q4: restricted; 2020Q1: 1,346 shares; 2020Q2: 447 shares; 2020Q3: 516 shares; 2020Q4: 507 shares; 2021Q1: 1,339 shares; 2021Q2: 1,339 shares; 2021Q3: 1,340 shares 1,340 $76K <0.01% +1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 647 shares; 2020Q2: 450 shares; 2020Q3: 450 shares; 2020Q4: 450 shares; 2021Q1: 445 shares; 2021Q2: 445 shares; 2021Q3: 450 shares 450 $76K <0.01% +5 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 55 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 505 shares 505 $76K <0.01% +330 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,372 shares; 2020Q2: 1,372 shares; 2020Q3: 1,372 shares; 2020Q4: 1,372 shares; 2021Q1: 1,372 shares; 2021Q2: 1,372 shares; 2021Q3: 1,372 shares 1,372 $76K <0.01% 0 Timeline NKSH NATIONAL BANKSHARES INC VA More: the full row for NATIONAL BANKSHARES INC VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,500 shares; 2020Q2: 3,500 shares; 2020Q3: 3,500 shares; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares; 2021Q2: 2,102 shares; 2021Q3: 2,102 shares 2,102 $76K <0.01% 0 Timeline GRNB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,806 shares; 2020Q2: 2,806 shares; 2020Q3: 2,806 shares; 2020Q4: 2,806 shares; 2021Q1: 2,806 shares; 2021Q2: 2,806 shares; 2021Q3: 2,806 shares 2,806 $76K <0.01% 0 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,716 shares; 2020Q2: 9,355 shares; 2020Q3: 1,295 shares; 2020Q4: 1,283 shares; 2021Q1: 525 shares; 2021Q2: 501 shares; 2021Q3: 1,473 shares 1,473 $75K <0.01% +972 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 350 shares; 2020Q3: 350 shares; 2020Q4: 450 shares; 2021Q1: 1,181 shares; 2021Q2: 1,181 shares; 2021Q3: 1,181 shares 1,181 $75K <0.01% 0 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 491 shares; 2020Q2: 614 shares; 2020Q3: 614 shares; 2020Q4: 614 shares; 2021Q1: 614 shares; 2021Q2: 573 shares; 2021Q3: 573 shares 573 $75K <0.01% 0 PKB 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; 2019Q4: restricted; 2020Q1: 6,138 shares; 2020Q2: 1,709 shares; 2020Q3: 1,600 shares; 2020Q4: 1,600 shares; 2021Q1: 1,600 shares; 2021Q2: 1,600 shares; 2021Q3: 1,600 shares 1,600 $75K <0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,504 shares; 2020Q2: 3,594 shares; 2020Q3: 844 shares; 2020Q4: 844 shares; 2021Q1: 1,079 shares; 2021Q2: 964 shares; 2021Q3: 1,018 shares 1,018 $74K <0.01% +54 Timeline BLW BLACKROCK LTD DURATION INCOM More: the full row for BLACKROCK LTD DURATION INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,637 shares; 2021Q2: 4,878 shares; 2021Q3: 4,367 shares 4,367 $74K <0.01% -511 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,385 shares; 2020Q2: 4,133 shares; 2020Q3: 1,720 shares; 2020Q4: 1,651 shares; 2021Q1: 1,651 shares; 2021Q2: 2,631 shares; 2021Q3: 2,484 shares 2,484 $73K <0.01% -147 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 87 shares; 2020Q3: not reported; 2020Q4: 85 shares; 2021Q1: 225 shares; 2021Q2: 231 shares; 2021Q3: 182 shares 182 $73K <0.01% -49 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 8 shares; 2020Q2: 7 shares; 2020Q3: 121 shares; 2020Q4: 121 shares; 2021Q1: 174 shares; 2021Q2: 399 shares; 2021Q3: 179 shares 179 $73K <0.01% -220 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 604 shares; 2020Q2: 1,043 shares; 2020Q3: 687 shares; 2020Q4: 731 shares; 2021Q1: 364 shares; 2021Q2: 574 shares; 2021Q3: 372 shares 372 $72K <0.01% -202 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 126 shares; 2020Q2: 126 shares; 2020Q3: 126 shares; 2020Q4: 806 shares; 2021Q1: 806 shares; 2021Q2: 814 shares; 2021Q3: 814 shares 814 $72K <0.01% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,450 shares; 2020Q2: 1,450 shares; 2020Q3: 1,450 shares; 2020Q4: 1,450 shares; 2021Q1: 1,450 shares; 2021Q2: 1,450 shares; 2021Q3: 1,450 shares 1,450 $72K <0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 615 shares; 2020Q2: 709 shares; 2020Q3: 633 shares; 2020Q4: 634 shares; 2021Q1: 911 shares; 2021Q2: 3,556 shares; 2021Q3: 1,044 shares 1,044 $72K <0.01% -2,512 Timeline PTF 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; 2019Q4: restricted; 2020Q1: 480 shares; 2020Q2: 480 shares; 2020Q3: 480 shares; 2020Q4: 480 shares; 2021Q1: 480 shares; 2021Q2: 480 shares; 2021Q3: 480 shares 480 $72K <0.01% 0 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,500 shares; 2021Q3: 1,514 shares 1,514 $71K <0.01% +14 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 255 shares; 2020Q2: 255 shares; 2020Q3: 255 shares; 2020Q4: 255 shares; 2021Q1: 255 shares; 2021Q2: 1,020 shares; 2021Q3: 1,020 shares 1,020 $71K <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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,171 shares 2,171 $71K <0.01% new Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 821 shares; 2020Q2: 955 shares; 2020Q3: 942 shares; 2020Q4: 933 shares; 2021Q1: 913 shares; 2021Q2: 717 shares; 2021Q3: 737 shares 737 $71K <0.01% +20 Timeline PCY 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; 2019Q4: restricted; 2020Q1: 66,589 shares; 2020Q2: 719 shares; 2020Q3: 717 shares; 2020Q4: 717 shares; 2021Q1: 734 shares; 2021Q2: 2,693 shares; 2021Q3: 2,693 shares 2,693 $71K <0.01% 0 Timeline PFLD ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,270 shares; 2021Q2: 3,341 shares; 2021Q3: 2,845 shares 2,845 $71K <0.01% -496 Timeline DGRE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,750 shares; 2020Q2: 2,750 shares; 2020Q3: 2,750 shares; 2020Q4: 2,560 shares; 2021Q1: 2,560 shares; 2021Q2: 2,560 shares; 2021Q3: 2,560 shares 2,560 $71K <0.01% 0 Timeline PID 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; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares; 2021Q2: 4,000 shares; 2021Q3: 4,000 shares 4,000 $70K <0.01% 0 Timeline ERII ENERGY RECOVERY INC More: the full row for ENERGY RECOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,158 shares; 2020Q2: 1,158 shares; 2020Q3: 1,158 shares; 2020Q4: 1,158 shares; 2021Q1: 1,158 shares; 2021Q2: 3,714 shares; 2021Q3: 3,714 shares 3,714 $70K <0.01% 0 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 10,636 shares; 2020Q2: 13,916 shares; 2020Q3: 6,192 shares; 2020Q4: 9,405 shares; 2021Q1: 10,987 shares; 2021Q2: 8,907 shares; 2021Q3: 8,349 shares 8,349 $70K <0.01% -558 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 460 shares; 2020Q2: 460 shares; 2020Q3: 460 shares; 2020Q4: 460 shares; 2021Q1: 920 shares; 2021Q2: 942 shares; 2021Q3: 946 shares 946 $69K <0.01% +4 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,769 shares; 2020Q2: 418 shares; 2020Q3: 328 shares; 2020Q4: 1,426 shares; 2021Q1: 632 shares; 2021Q2: 800 shares; 2021Q3: 1,380 shares 1,380 $69K <0.01% +580 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; 2019Q4: restricted; 2020Q1: 61 shares; 2020Q2: 61 shares; 2020Q3: 4,158 shares; 2020Q4: 1,803 shares; 2021Q1: 1,803 shares; 2021Q2: 1,803 shares; 2021Q3: 1,803 shares 1,803 $69K <0.01% 0 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,650 shares; 2020Q2: 1,650 shares; 2020Q3: 1,650 shares; 2020Q4: 1,650 shares; 2021Q1: 1,650 shares; 2021Q2: 1,626 shares; 2021Q3: 1,626 shares 1,626 $69K <0.01% 0 Timeline VUSB 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,366 shares 1,366 $68K <0.01% new Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 4,073 shares; 2020Q2: 1,064 shares; 2020Q3: 1,064 shares; 2020Q4: 1,064 shares; 2021Q1: 1,064 shares; 2021Q2: 1,064 shares; 2021Q3: 1,064 shares 1,064 $68K <0.01% 0 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 395 shares; 2020Q2: 304 shares; 2020Q3: 353 shares; 2020Q4: 343 shares; 2021Q1: 353 shares; 2021Q2: 359 shares; 2021Q3: 357 shares 357 $68K <0.01% -2 Timeline ATOM ATOMERA INC More: the full row for ATOMERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,087 shares; 2021Q2: 2,966 shares; 2021Q3: 2,966 shares 2,966 $68K <0.01% 0 Timeline YORW YORK WTR CO More: the full row for YORK WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,575 shares; 2020Q2: 1,575 shares; 2020Q3: 1,575 shares; 2020Q4: 1,575 shares; 2021Q1: 1,575 shares; 2021Q2: 1,575 shares; 2021Q3: 1,575 shares 1,575 $68K <0.01% 0 Timeline PGRO PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,520 shares 2,520 $68K <0.01% new Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 80 shares; 2020Q2: 101 shares; 2020Q3: 111 shares; 2020Q4: 111 shares; 2021Q1: 121 shares; 2021Q2: 132 shares; 2021Q3: 147 shares 147 $67K <0.01% +15 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 54 shares; 2020Q2: 14 shares; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares; 2021Q3: 14 shares 14 $67K <0.01% 0 Timeline HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 677 shares; 2020Q2: 677 shares; 2020Q3: 677 shares; 2020Q4: 677 shares; 2021Q1: 677 shares; 2021Q2: 677 shares; 2021Q3: 677 shares 677 $67K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 508 shares; 2020Q2: 508 shares; 2020Q3: 508 shares; 2020Q4: 508 shares; 2021Q1: 2,108 shares; 2021Q2: 2,129 shares; 2021Q3: 1,100 shares 1,100 $66K <0.01% -1,029 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; 2019Q4: restricted; 2020Q1: 5,743 shares; 2020Q2: 6,467 shares; 2020Q3: 1,260 shares; 2020Q4: 830 shares; 2021Q1: 774 shares; 2021Q2: 776 shares; 2021Q3: 777 shares 777 $66K <0.01% +1 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 788 shares; 2020Q2: 888 shares; 2020Q3: 888 shares; 2020Q4: 744 shares; 2021Q1: 1,173 shares; 2021Q2: 1,173 shares; 2021Q3: 1,173 shares 1,173 $66K <0.01% 0 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,778 shares; 2020Q2: 2,404 shares; 2020Q3: 2,404 shares; 2020Q4: 2,301 shares; 2021Q1: 2,301 shares; 2021Q2: 2,433 shares; 2021Q3: 2,561 shares 2,561 $66K <0.01% +128 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,819 shares; 2020Q2: 3,819 shares; 2020Q3: 3,819 shares; 2020Q4: 3,819 shares; 2021Q1: 3,841 shares; 2021Q2: 4,451 shares; 2021Q3: 4,451 shares 4,451 $66K <0.01% 0 Timeline SPHD 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; 2019Q4: restricted; 2020Q1: 1,170 shares; 2020Q2: 1,724 shares; 2020Q3: 1,724 shares; 2020Q4: 1,759 shares; 2021Q1: 1,759 shares; 2021Q2: 1,562 shares; 2021Q3: 1,562 shares 1,562 $66K <0.01% 0 Timeline RELIANT BANCORP INC RELIANT BANCORP INC More: the full row for RELIANT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,095 shares; 2020Q3: 4,095 shares; 2020Q4: 4,095 shares; 2021Q1: 2,095 shares; 2021Q2: 2,095 shares; 2021Q3: 2,095 shares 2,095 $66K <0.01% 0 DMXF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 779 shares; 2021Q3: 972 shares 972 $65K <0.01% +193 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 71 shares; 2020Q2: 71 shares; 2020Q3: 71 shares; 2020Q4: 144 shares; 2021Q1: 39 shares; 2021Q2: 39 shares; 2021Q3: 39 shares 39 $65K <0.01% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 800 shares; 2021Q1: 803 shares; 2021Q2: 811 shares; 2021Q3: 813 shares 813 $65K <0.01% +2 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 6,667 shares; 2020Q2: 10,641 shares; 2020Q3: 11,067 shares; 2020Q4: 8,816 shares; 2021Q1: 5,172 shares; 2021Q2: 5,070 shares; 2021Q3: 505 shares 505 $65K <0.01% -4,565 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,104 shares; 2020Q2: 1,019 shares; 2020Q3: 1,019 shares; 2020Q4: 1,019 shares; 2021Q1: 1,019 shares; 2021Q2: 1,019 shares; 2021Q3: 1,022 shares 1,022 $65K <0.01% +3 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,475 shares; 2020Q3: 1,090 shares; 2020Q4: 1,090 shares; 2021Q1: 1,090 shares; 2021Q2: 1,908 shares; 2021Q3: 1,930 shares 1,930 $64K <0.01% +22 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; 2019Q4: restricted; 2020Q1: 12 shares; 2020Q2: 12 shares; 2020Q3: 252 shares; 2020Q4: 12 shares; 2021Q1: 12 shares; 2021Q2: 1,883 shares; 2021Q3: 1,561 shares 1,561 $64K <0.01% -322 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 153 shares 153 $64K <0.01% +3 Timeline LOUP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 78 shares; 2021Q2: 816 shares; 2021Q3: 1,254 shares 1,254 $64K <0.01% +438 Timeline AOA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 906 shares; 2020Q2: 906 shares; 2020Q3: 906 shares; 2020Q4: 906 shares; 2021Q1: 906 shares; 2021Q2: 906 shares; 2021Q3: 906 shares 906 $63K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,206 shares; 2020Q2: 1,179 shares; 2020Q3: 1,179 shares; 2020Q4: 1,179 shares; 2021Q1: 1,143 shares; 2021Q2: 1,134 shares; 2021Q3: 1,044 shares 1,044 $63K <0.01% -90 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 76 shares; 2020Q2: 232 shares; 2020Q3: 73 shares; 2020Q4: 73 shares; 2021Q1: 73 shares; 2021Q2: 80 shares; 2021Q3: 180 shares 180 $63K <0.01% +100 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 453 shares; 2020Q3: 454 shares; 2020Q4: 455 shares; 2021Q1: 455 shares; 2021Q2: 528 shares; 2021Q3: 504 shares 504 $63K <0.01% -24 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 440 shares; 2020Q2: 449 shares; 2020Q3: 449 shares; 2020Q4: 447 shares; 2021Q1: 450 shares; 2021Q2: 462 shares; 2021Q3: 459 shares 459 $63K <0.01% -3 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 115 shares; 2021Q1: 115 shares; 2021Q2: 124 shares; 2021Q3: 383 shares 383 $63K <0.01% +259 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,510 shares; 2020Q2: 1,510 shares; 2020Q3: 1,510 shares; 2020Q4: 1,510 shares; 2021Q1: 1,510 shares; 2021Q2: 1,510 shares; 2021Q3: 1,510 shares 1,510 $63K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 75 shares; 2020Q2: 81 shares; 2020Q3: 66 shares; 2020Q4: 103 shares; 2021Q1: 160 shares; 2021Q2: 163 shares; 2021Q3: 173 shares 173 $62K <0.01% +10 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,853 shares; 2021Q3: 2,853 shares 2,853 $62K <0.01% 0 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 9,608 shares; 2021Q1: 22,235 shares; 2021Q2: 2,465 shares; 2021Q3: 2,465 shares 2,465 $62K <0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,246 shares; 2020Q2: 3,100 shares; 2020Q3: 1,373 shares; 2020Q4: 2,059 shares; 2021Q1: 2,170 shares; 2021Q2: 1,772 shares; 2021Q3: 1,594 shares 1,594 $62K <0.01% -178 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 380 shares; 2020Q2: 380 shares; 2020Q3: 380 shares; 2020Q4: 806 shares; 2021Q1: 806 shares; 2021Q2: 519 shares; 2021Q3: 519 shares 519 $61K <0.01% 0 Timeline VGLT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,398 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 700 shares 700 $61K <0.01% new Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,511 shares; 2020Q2: 1,759 shares; 2020Q3: 1,859 shares; 2020Q4: 1,759 shares; 2021Q1: 1,759 shares; 2021Q2: 915 shares; 2021Q3: 915 shares 915 $61K <0.01% 0 Timeline 26 CAPITAL ACQUISITION CORP 26 CAPITAL ACQUISITION CORP More: the full row for 26 CAPITAL ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 56,086 shares; 2021Q3: 6,086 shares 6,086 $61K <0.01% -50,000 LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 617 shares; 2020Q2: 1,765 shares; 2020Q3: 883 shares; 2020Q4: 1,221 shares; 2021Q1: 1,384 shares; 2021Q2: 1,151 shares; 2021Q3: 1,075 shares 1,075 $60K <0.01% -76 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,106 shares; 2020Q2: 1,106 shares; 2020Q3: 14,254 shares; 2020Q4: 19,300 shares; 2021Q1: 15,558 shares; 2021Q2: 2,581 shares; 2021Q3: 1,847 shares 1,847 $60K <0.01% -734 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 780 shares; 2020Q2: 728 shares; 2020Q3: 728 shares; 2020Q4: 804 shares; 2021Q1: 742 shares; 2021Q2: 744 shares; 2021Q3: 744 shares 744 $60K <0.01% 0 Timeline SPTS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,887 shares; 2020Q2: 34,253 shares; 2020Q3: 22,589 shares; 2020Q4: 1,966 shares; 2021Q1: 1,966 shares; 2021Q2: 1,966 shares; 2021Q3: 1,966 shares 1,966 $60K <0.01% 0 Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 18,555 shares; 2020Q2: 802 shares; 2020Q3: 802 shares; 2020Q4: 802 shares; 2021Q1: 802 shares; 2021Q2: 802 shares; 2021Q3: 802 shares 802 $60K <0.01% 0 Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 112,478 shares; 2020Q2: 113,149 shares; 2020Q3: 125,163 shares; 2020Q4: 146,437 shares; 2021Q1: 1,431 shares; 2021Q2: 1,157 shares; 2021Q3: 1,161 shares 1,161 $60K <0.01% +4 Timeline IHS MARKIT LTD IHS MARKIT LTD More: the full row for IHS MARKIT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 143 shares; 2020Q2: 110 shares; 2020Q3: 556 shares; 2020Q4: 556 shares; 2021Q1: 566 shares; 2021Q2: 514 shares; 2021Q3: 523 shares 523 $60K <0.01% +9 TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 295 shares; 2020Q2: 283 shares; 2020Q3: 440 shares; 2020Q4: 428 shares; 2021Q1: 432 shares; 2021Q2: 425 shares; 2021Q3: 439 shares 439 $60K <0.01% +14 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,550 shares; 2021Q2: 2,550 shares; 2021Q3: 3,100 shares 3,100 $60K <0.01% +550 Timeline MIDU DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 819 shares; 2020Q2: 1,594 shares; 2020Q3: 1,595 shares; 2020Q4: 1,141 shares; 2021Q1: 1,141 shares; 2021Q2: 1,066 shares; 2021Q3: 1,066 shares 1,066 $60K <0.01% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,272 shares; 2021Q3: 2,301 shares 2,301 $59K <0.01% +1,029 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 407 shares; 2021Q3: 409 shares 409 $59K <0.01% +2 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 874 shares; 2020Q2: 874 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 2,371 shares 2,371 $59K <0.01% +1,871 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 379 shares 379 $59K <0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 5,100 shares; 2020Q2: 5,100 shares; 2020Q3: 5,100 shares; 2020Q4: 5,100 shares; 2021Q1: 5,100 shares; 2021Q2: 5,100 shares; 2021Q3: 5,100 shares 5,100 $59K <0.01% 0 Global X Cannabis ETF Global X Cannabis ETF More: the full row for Global X Cannabis ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,804 shares; 2020Q2: 5,764 shares; 2020Q3: 4,169 shares; 2020Q4: 4,169 shares; 2021Q1: 6,279 shares; 2021Q2: 6,263 shares; 2021Q3: 6,676 shares 6,676 $59K <0.01% +413 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 79 shares; 2020Q2: 12 shares; 2020Q3: 12 shares; 2020Q4: 12 shares; 2021Q1: 102 shares; 2021Q2: 120 shares; 2021Q3: 348 shares 348 $58K <0.01% +228 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,354 shares; 2021Q3: 1,506 shares 1,506 $58K <0.01% -2,848 Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 765 shares; 2020Q4: 1,165 shares; 2021Q1: 1,453 shares; 2021Q2: 1,453 shares; 2021Q3: 1,473 shares 1,473 $58K <0.01% +20 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 370 shares; 2020Q2: 411 shares; 2020Q3: 414 shares; 2020Q4: 409 shares; 2021Q1: 409 shares; 2021Q2: 430 shares; 2021Q3: 443 shares 443 $58K <0.01% +13 Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,595 shares; 2020Q2: 2,595 shares; 2020Q3: 663 shares; 2020Q4: 592 shares; 2021Q1: 603 shares; 2021Q2: 592 shares; 2021Q3: 608 shares 608 $58K <0.01% +16 Timeline CGW 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; 2019Q4: restricted; 2020Q1: 1,041 shares; 2020Q2: 1,041 shares; 2020Q3: 1,041 shares; 2020Q4: 1,041 shares; 2021Q1: 1,041 shares; 2021Q2: 1,041 shares; 2021Q3: 1,041 shares 1,041 $58K <0.01% 0 Timeline WESTPAC BANKING CORP WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,144 shares; 2020Q2: 3,144 shares; 2020Q3: 3,144 shares; 2020Q4: 3,144 shares; 2021Q1: 3,144 shares; 2021Q2: 3,144 shares; 2021Q3: 3,144 shares 3,144 $58K <0.01% 0 USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,500 shares; 2021Q3: 1,500 shares 1,500 $58K <0.01% 0 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 16,684 shares; 2020Q2: 2,300 shares; 2020Q3: 2,300 shares; 2020Q4: 2,300 shares; 2021Q1: 2,300 shares; 2021Q2: 2,300 shares; 2021Q3: 2,300 shares 2,300 $58K <0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,179 shares; 2020Q2: 1,179 shares; 2020Q3: 626 shares; 2020Q4: 479 shares; 2021Q1: 653 shares; 2021Q2: 704 shares; 2021Q3: 592 shares 592 $57K <0.01% -112 Timeline VGK 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; 2019Q4: restricted; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 881 shares 881 $57K <0.01% +581 Timeline NTLA INTELLIA THERAPEUTICS INC More: the full row for INTELLIA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 744 shares; 2020Q2: 744 shares; 2020Q3: 744 shares; 2020Q4: not reported; 2021Q1: 430 shares; 2021Q2: 430 shares; 2021Q3: 430 shares 430 $57K <0.01% 0 Timeline INOVALON HLDGS INC INOVALON HLDGS INC More: the full row for INOVALON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,416 shares; 2020Q4: 1,416 shares; 2021Q1: 1,416 shares; 2021Q2: 1,416 shares; 2021Q3: 1,416 shares 1,416 $57K <0.01% 0 BONANZA CREEK ENERGY INC BONANZA CREEK ENERGY INC More: the full row for BONANZA CREEK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,195 shares; 2021Q3: 1,195 shares 1,195 $57K <0.01% 0 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 651 shares; 2020Q2: 666 shares; 2020Q3: 666 shares; 2020Q4: 342 shares; 2021Q1: 347 shares; 2021Q2: 331 shares; 2021Q3: 326 shares 326 $56K <0.01% -5 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 21,258 shares; 2020Q2: 3,731 shares; 2020Q3: 20,984 shares; 2020Q4: 2,731 shares; 2021Q1: 2,731 shares; 2021Q2: 2,731 shares; 2021Q3: 2,731 shares 2,731 $56K <0.01% 0 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 742 shares; 2020Q2: 742 shares; 2020Q3: 742 shares; 2020Q4: 742 shares; 2021Q1: 742 shares; 2021Q2: 742 shares; 2021Q3: 742 shares 742 $56K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 942 shares; 2020Q2: 1,028 shares; 2020Q3: 1,028 shares; 2020Q4: 1,132 shares; 2021Q1: 1,132 shares; 2021Q2: 1,029 shares; 2021Q3: 1,012 shares 1,012 $56K <0.01% -17 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; 2019Q4: restricted; 2020Q1: 346 shares; 2020Q2: 243 shares; 2020Q3: 227 shares; 2020Q4: 374 shares; 2021Q1: 374 shares; 2021Q2: 374 shares; 2021Q3: 374 shares 374 $55K <0.01% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 4,458 shares; 2020Q2: 4,458 shares; 2020Q3: 3,290 shares; 2020Q4: 3,292 shares; 2021Q1: 1,404 shares; 2021Q2: 1,406 shares; 2021Q3: 1,408 shares 1,408 $55K <0.01% +2 Timeline WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,007 shares; 2020Q4: 1,007 shares; 2021Q1: 1,007 shares; 2021Q2: 1,007 shares; 2021Q3: 1,007 shares 1,007 $54K <0.01% 0 Timeline UJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,750 shares; 2021Q1: 1,750 shares; 2021Q2: 1,750 shares; 2021Q3: 1,750 shares 1,750 $54K <0.01% 0 Timeline UJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,488 shares; 2020Q2: 1,488 shares; 2020Q3: 1,488 shares; 2020Q4: 1,201 shares; 2021Q1: 1,201 shares; 2021Q2: 1,885 shares; 2021Q3: 1,885 shares 1,885 $54K <0.01% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 418 shares; 2020Q2: 418 shares; 2020Q3: 418 shares; 2020Q4: 418 shares; 2021Q1: 418 shares; 2021Q2: 418 shares; 2021Q3: 767 shares 767 $53K <0.01% +349 Timeline TPLC TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,516 shares; 2020Q2: 1,516 shares; 2020Q3: 1,516 shares; 2020Q4: 1,516 shares; 2021Q1: 1,516 shares; 2021Q2: 1,516 shares; 2021Q3: 1,516 shares 1,516 $52K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 212 shares; 2020Q2: 205 shares; 2020Q3: 268 shares; 2020Q4: 264 shares; 2021Q1: 264 shares; 2021Q2: 265 shares; 2021Q3: 264 shares 264 $52K <0.01% -1 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,677 shares; 2020Q2: 1,350 shares; 2020Q3: 1,602 shares; 2020Q4: 1,458 shares; 2021Q1: 1,458 shares; 2021Q2: 1,428 shares; 2021Q3: 933 shares 933 $52K <0.01% -495 Timeline FOCUS FINANCIAL PARTNERS IN… FOCUS FINANCIAL PARTNERS INC. More: the full row for FOCUS FINANCIAL PARTNERS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 42,701 shares; 2020Q2: 1,551 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares 1,000 $52K <0.01% 0 CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 560 shares; 2021Q2: 560 shares; 2021Q3: 560 shares 560 $52K <0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 995 shares; 2021Q3: 1,331 shares 1,331 $51K <0.01% +336 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,499 shares; 2020Q2: 2,500 shares; 2020Q3: 2,101 shares; 2020Q4: 1,806 shares; 2021Q1: 1,806 shares; 2021Q2: 1,831 shares; 2021Q3: 1,531 shares 1,531 $51K <0.01% -300 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 264 shares; 2020Q3: 264 shares; 2020Q4: 264 shares; 2021Q1: 333 shares; 2021Q2: 342 shares; 2021Q3: 343 shares 343 $51K <0.01% +1 CHARLES + COLVARD LTD CHARLES + COLVARD LTD More: the full row for CHARLES + COLVARD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 120 shares; 2020Q2: 120 shares; 2020Q3: 120 shares; 2020Q4: 120 shares; 2021Q1: 14,300 shares; 2021Q2: 17,200 shares; 2021Q3: 17,200 shares 17,200 $51K <0.01% 0 AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 716 shares; 2020Q2: 863 shares; 2020Q3: 863 shares; 2020Q4: 828 shares; 2021Q1: 847 shares; 2021Q2: 890 shares; 2021Q3: 915 shares 915 $50K <0.01% +25 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 155 shares; 2020Q2: 155 shares; 2020Q3: 155 shares; 2020Q4: 155 shares; 2021Q1: 155 shares; 2021Q2: 775 shares; 2021Q3: 775 shares 775 $50K <0.01% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 916 shares; 2021Q2: 751 shares; 2021Q3: 683 shares 683 $50K <0.01% -68 Timeline CDK GLOBAL INC CDK GLOBAL INC More: the full row for CDK GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,368 shares; 2020Q2: 1,346 shares; 2020Q3: 1,346 shares; 2020Q4: 1,346 shares; 2021Q1: 1,180 shares; 2021Q2: 1,180 shares; 2021Q3: 1,180 shares 1,180 $50K <0.01% 0 MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 76 shares; 2020Q4: 96 shares; 2021Q1: 413 shares; 2021Q2: 545 shares; 2021Q3: 562 shares 562 $49K <0.01% +17 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 238 shares; 2020Q2: 238 shares; 2020Q3: 238 shares; 2020Q4: 238 shares; 2021Q1: 238 shares; 2021Q2: 242 shares; 2021Q3: 250 shares 250 $49K <0.01% +8 Timeline SABR SABRE CORP More: the full row for SABRE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 11,328 shares; 2020Q2: 10,865 shares; 2020Q3: 6,481 shares; 2020Q4: 4,362 shares; 2021Q1: 4,362 shares; 2021Q2: 4,197 shares; 2021Q3: 4,177 shares 4,177 $49K <0.01% -20 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares; 2021Q2: 5,000 shares; 2021Q3: 5,000 shares 5,000 $49K <0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 165 shares; 2020Q2: 165 shares; 2020Q3: 156 shares; 2020Q4: 156 shares; 2021Q1: 156 shares; 2021Q2: 156 shares; 2021Q3: 190 shares 190 $48K <0.01% +34 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 42 shares; 2020Q2: 42 shares; 2020Q3: 501 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 759 shares; 2021Q3: 510 shares 510 $48K <0.01% -249 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,870 shares; 2020Q2: 551 shares; 2020Q3: 551 shares; 2020Q4: 551 shares; 2021Q1: 556 shares; 2021Q2: 551 shares; 2021Q3: 551 shares 551 $48K <0.01% 0 Timeline TVTX TRAVERE THERAPEUTICS INC More: the full row for TRAVERE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares 2,000 $48K <0.01% 0 Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 4 shares; 2020Q2: 4 shares; 2020Q3: 4 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,787 shares; 2021Q3: 1,787 shares 1,787 $48K <0.01% 0 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 430 shares; 2020Q3: 430 shares; 2020Q4: 748 shares; 2021Q1: 318 shares; 2021Q2: 898 shares; 2021Q3: 899 shares 899 $48K <0.01% +1 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 0 shares; 2020Q2: 1,490 shares; 2020Q3: 1,490 shares; 2020Q4: 1,490 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares 1,000 $48K <0.01% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: not reported; 2021Q3: 1,960 shares 1,960 $48K <0.01% new Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 152 shares; 2020Q2: 152 shares; 2020Q3: 152 shares; 2020Q4: 352 shares; 2021Q1: 1,214 shares; 2021Q2: 2,829 shares; 2021Q3: 3,117 shares 3,117 $48K <0.01% +288 VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 283 shares; 2020Q2: 430 shares; 2020Q3: 366 shares; 2020Q4: 366 shares; 2021Q1: 414 shares; 2021Q2: 424 shares; 2021Q3: 263 shares 263 $47K <0.01% -161 Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 173 shares; 2020Q2: 173 shares; 2020Q3: 173 shares; 2020Q4: 173 shares; 2021Q1: 173 shares; 2021Q2: 173 shares; 2021Q3: 173 shares 173 $47K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 777 shares; 2020Q2: 745 shares; 2020Q3: 745 shares; 2020Q4: 714 shares; 2021Q1: 714 shares; 2021Q2: 714 shares; 2021Q3: 714 shares 714 $47K <0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 144 shares; 2020Q2: 149 shares; 2020Q3: 147 shares; 2020Q4: 680 shares; 2021Q1: 741 shares; 2021Q2: 684 shares; 2021Q3: 166 shares 166 $47K <0.01% -518 Timeline NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 336 shares; 2020Q2: 336 shares; 2020Q3: 336 shares; 2020Q4: 620 shares; 2021Q1: 620 shares; 2021Q2: 620 shares; 2021Q3: 620 shares 620 $47K <0.01% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 197 shares; 2020Q2: 197 shares; 2020Q3: 197 shares; 2020Q4: 197 shares; 2021Q1: 197 shares; 2021Q2: 197 shares; 2021Q3: 203 shares 203 $46K <0.01% +6 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 833 shares; 2020Q2: 952 shares; 2020Q3: 952 shares; 2020Q4: 802 shares; 2021Q1: 806 shares; 2021Q2: 693 shares; 2021Q3: 573 shares 573 $46K <0.01% -120 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 390 shares; 2021Q3: 622 shares 622 $46K <0.01% +232 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 832 shares; 2020Q2: 832 shares; 2020Q3: 832 shares; 2020Q4: 260 shares; 2021Q1: 267 shares; 2021Q2: 277 shares; 2021Q3: 277 shares 277 $46K <0.01% 0 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 750 shares; 2020Q2: 750 shares; 2020Q3: 750 shares; 2020Q4: 750 shares; 2021Q1: 750 shares; 2021Q2: 750 shares; 2021Q3: 750 shares 750 $46K <0.01% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 120 shares; 2020Q2: 120 shares; 2020Q3: 0 shares; 2020Q4: not reported; 2021Q1: 860 shares; 2021Q2: 716 shares; 2021Q3: 660 shares 660 $46K <0.01% -56 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 772 shares; 2020Q2: 772 shares; 2020Q3: 772 shares; 2020Q4: 772 shares; 2021Q1: 772 shares; 2021Q2: 772 shares; 2021Q3: 773 shares 773 $46K <0.01% +1 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 600 shares; 2021Q2: 4,591 shares; 2021Q3: 1,903 shares 1,903 $45K <0.01% -2,688 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; 2019Q4: restricted; 2020Q1: 219 shares; 2020Q2: 219 shares; 2020Q3: 946 shares; 2020Q4: 479 shares; 2021Q1: 451 shares; 2021Q2: 451 shares; 2021Q3: 451 shares 451 $45K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 786 shares; 2020Q2: 163 shares; 2020Q3: 163 shares; 2020Q4: not reported; 2021Q1: 2,480 shares; 2021Q2: 2,031 shares; 2021Q3: 1,929 shares 1,929 $45K <0.01% -102 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 573 shares; 2020Q2: 481 shares; 2020Q3: 481 shares; 2020Q4: 458 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 409 shares 409 $45K <0.01% +9 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 229 shares; 2021Q2: 469 shares; 2021Q3: 204 shares 204 $45K <0.01% -265 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; 2019Q4: restricted; 2020Q1: 3,750 shares; 2020Q2: 3,750 shares; 2020Q3: 3,750 shares; 2020Q4: 3,750 shares; 2021Q1: 3,750 shares; 2021Q2: 6,334 shares; 2021Q3: 5,950 shares 5,950 $45K <0.01% -384 Timeline AIVL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 485 shares; 2020Q2: 485 shares; 2020Q3: 485 shares; 2020Q4: 485 shares; 2021Q1: 485 shares; 2021Q2: 485 shares; 2021Q3: 485 shares 485 $45K <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; 2019Q4: restricted; 2020Q1: 8 shares; 2020Q2: 8 shares; 2020Q3: 8 shares; 2020Q4: 8 shares; 2021Q1: 8 shares; 2021Q2: 908 shares; 2021Q3: 978 shares 978 $44K <0.01% +70 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 246 shares; 2020Q2: 234 shares; 2020Q3: 546 shares; 2020Q4: 503 shares; 2021Q1: 212 shares; 2021Q2: 210 shares; 2021Q3: 213 shares 213 $44K <0.01% +3 Timeline CHIMERA INVESTMENT CORP CHIMERA INVESTMENT CORP More: the full row for CHIMERA INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 3,000 shares 3,000 $44K <0.01% 0 SANDERSON FARMS SANDERSON FARMS More: the full row for SANDERSON FARMS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 225 shares; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 225 shares; 2021Q1: 225 shares; 2021Q2: 225 shares; 2021Q3: 236 shares 236 $44K <0.01% +11 LEGG MASON ETF INVT LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,353 shares; 2021Q2: 1,853 shares; 2021Q3: 1,695 shares 1,695 $44K <0.01% -158 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; 2019Q4: restricted; 2020Q1: 530 shares; 2020Q2: 209 shares; 2020Q3: 209 shares; 2020Q4: 189 shares; 2021Q1: 90 shares; 2021Q2: 90 shares; 2021Q3: 90 shares 90 $43K <0.01% 0 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 845 shares; 2020Q2: 570 shares; 2020Q3: 522 shares; 2020Q4: 475 shares; 2021Q1: 1,149 shares; 2021Q2: 484 shares; 2021Q3: 503 shares 503 $43K <0.01% +19 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 622 shares; 2020Q2: 622 shares; 2020Q3: 622 shares; 2020Q4: 622 shares; 2021Q1: 634 shares; 2021Q2: 600 shares; 2021Q3: 600 shares 600 $43K <0.01% 0 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 183 shares; 2020Q2: 183 shares; 2020Q3: 183 shares; 2020Q4: 362 shares; 2021Q1: 362 shares; 2021Q2: 362 shares; 2021Q3: 443 shares 443 $43K <0.01% +81 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,337 shares; 2020Q2: 1,337 shares; 2020Q3: 1,337 shares; 2020Q4: 1,337 shares; 2021Q1: 1,337 shares; 2021Q2: 1,337 shares; 2021Q3: 1,037 shares 1,037 $43K <0.01% -300 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 15 shares; 2020Q2: 79 shares; 2020Q3: 79 shares; 2020Q4: 213 shares; 2021Q1: 91 shares; 2021Q2: 95 shares; 2021Q3: 111 shares 111 $43K <0.01% +16 Timeline HERO GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 590 shares; 2020Q2: 590 shares; 2020Q3: 593 shares; 2020Q4: 607 shares; 2021Q1: 607 shares; 2021Q2: 1,567 shares; 2021Q3: 1,567 shares 1,567 $43K <0.01% 0 Timeline ORMP ORAMED PHARMACEUTICALS INC More: the full row for ORAMED PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,000 shares 2,000 $43K <0.01% new Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 957 shares; 2020Q2: 957 shares; 2020Q3: 366 shares; 2020Q4: 366 shares; 2021Q1: 367 shares; 2021Q2: 468 shares; 2021Q3: 469 shares 469 $42K <0.01% +1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 107 shares; 2020Q2: 353 shares; 2020Q3: 92 shares; 2020Q4: 92 shares; 2021Q1: 92 shares; 2021Q2: 98 shares; 2021Q3: 101 shares 101 $42K <0.01% +3 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 479 shares; 2020Q2: 810 shares; 2020Q3: 547 shares; 2020Q4: 566 shares; 2021Q1: 549 shares; 2021Q2: 498 shares; 2021Q3: 202 shares 202 $42K <0.01% -296 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,579 shares; 2020Q2: 2,579 shares; 2020Q3: 1,587 shares; 2020Q4: 1,759 shares; 2021Q1: 1,733 shares; 2021Q2: 1,708 shares; 2021Q3: 1,736 shares 1,736 $42K <0.01% +28 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 179 shares; 2020Q2: 269 shares; 2020Q3: 368 shares; 2020Q4: 617 shares; 2021Q1: 399 shares; 2021Q2: 525 shares; 2021Q3: 69 shares 69 $42K <0.01% -456 Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 125 shares; 2020Q4: 125 shares; 2021Q1: 1,345 shares; 2021Q2: 1,028 shares; 2021Q3: 1,028 shares 1,028 $42K <0.01% 0 Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 875 shares; 2020Q2: not reported; 2020Q3: 875 shares; 2020Q4: 875 shares; 2021Q1: 1,441 shares; 2021Q2: 1,441 shares; 2021Q3: 1,565 shares 1,565 $42K <0.01% +124 Timeline GOVI 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,175 shares 1,175 $42K <0.01% new Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 831 shares; 2020Q3: 831 shares; 2020Q4: 831 shares; 2021Q1: 831 shares; 2021Q2: 831 shares; 2021Q3: 1,850 shares 1,850 $41K <0.01% +1,019 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 73 shares; 2020Q2: 73 shares; 2020Q3: 73 shares; 2020Q4: 73 shares; 2021Q1: 228 shares; 2021Q2: 193 shares; 2021Q3: 204 shares 204 $41K <0.01% +11 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 149 shares; 2021Q1: 149 shares; 2021Q2: 148 shares; 2021Q3: 147 shares 147 $41K <0.01% -1 Timeline EQX EQUINOX GOLD CORP More: the full row for EQUINOX GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 238 shares; 2020Q3: 238 shares; 2020Q4: 238 shares; 2021Q1: 238 shares; 2021Q2: 6,238 shares; 2021Q3: 6,238 shares 6,238 $41K <0.01% 0 Timeline TPHD TIMOTHY PLAN More: the full row for TIMOTHY PLAN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,378 shares; 2020Q2: 1,378 shares; 2020Q3: 1,373 shares; 2020Q4: 1,421 shares; 2021Q1: 1,421 shares; 2021Q2: 1,421 shares; 2021Q3: 1,421 shares 1,421 $41K <0.01% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 640 shares; 2020Q2: 658 shares; 2020Q3: 659 shares; 2020Q4: 3,272 shares; 2021Q1: 2,473 shares; 2021Q2: 966 shares; 2021Q3: 778 shares 778 $40K <0.01% -188 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 487 shares; 2020Q2: 530 shares; 2020Q3: 530 shares; 2020Q4: 547 shares; 2021Q1: 572 shares; 2021Q2: 522 shares; 2021Q3: 544 shares 544 $40K <0.01% +22 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,043 shares 1,043 $40K <0.01% +43 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; 2019Q4: restricted; 2020Q1: 667 shares; 2020Q2: 803 shares; 2020Q3: 824 shares; 2020Q4: 822 shares; 2021Q1: 689 shares; 2021Q2: 664 shares; 2021Q3: 664 shares 664 $40K <0.01% 0 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 192 shares; 2020Q3: 192 shares; 2020Q4: 192 shares; 2021Q1: 192 shares; 2021Q2: 392 shares; 2021Q3: 392 shares 392 $40K <0.01% 0 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 125 shares; 2020Q2: 125 shares; 2020Q3: 125 shares; 2020Q4: 125 shares; 2021Q1: 125 shares; 2021Q2: 625 shares; 2021Q3: 625 shares 625 $40K <0.01% 0 ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 15 shares; 2020Q4: not reported; 2021Q1: 110 shares; 2021Q2: 310 shares; 2021Q3: 118 shares 118 $40K <0.01% -192 MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 391 shares; 2020Q2: 408 shares; 2020Q3: 683 shares; 2020Q4: 683 shares; 2021Q1: 1,099 shares; 2021Q2: 986 shares; 2021Q3: 364 shares 364 $39K <0.01% -622 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,776 shares; 2020Q2: 1,451 shares; 2020Q3: 750 shares; 2020Q4: 932 shares; 2021Q1: 1,139 shares; 2021Q2: 542 shares; 2021Q3: 558 shares 558 $39K <0.01% +16 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 500 shares; 2020Q3: 18 shares; 2020Q4: 70 shares; 2021Q1: 317 shares; 2021Q2: 317 shares; 2021Q3: 317 shares 317 $39K <0.01% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,692 shares; 2020Q2: 2,692 shares; 2020Q3: 2,692 shares; 2020Q4: 2,692 shares; 2021Q1: 2,692 shares; 2021Q2: 2,692 shares; 2021Q3: 2,711 shares 2,711 $39K <0.01% +19 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 252 shares; 2021Q2: 264 shares; 2021Q3: 316 shares 316 $39K <0.01% +52 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; 2019Q4: restricted; 2020Q1: 1,600 shares; 2020Q2: 1,600 shares; 2020Q3: 1,600 shares; 2020Q4: 1,460 shares; 2021Q1: 1,460 shares; 2021Q2: 1,488 shares; 2021Q3: 1,188 shares 1,188 $39K <0.01% -300 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 379 shares; 2020Q2: 379 shares; 2020Q3: 379 shares; 2020Q4: 379 shares; 2021Q1: 391 shares; 2021Q2: 379 shares; 2021Q3: 379 shares 379 $39K <0.01% 0 Timeline MED MEDIFAST INC More: the full row for MEDIFAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 618 shares; 2020Q2: 983 shares; 2020Q3: 443 shares; 2020Q4: 602 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 206 shares 206 $39K <0.01% +6 Timeline BUG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 166 shares; 2020Q2: 166 shares; 2020Q3: 451 shares; 2020Q4: 451 shares; 2021Q1: 451 shares; 2021Q2: 1,298 shares; 2021Q3: 1,298 shares 1,298 $39K <0.01% 0 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 831 shares; 2020Q2: 831 shares; 2020Q3: 1,366 shares; 2020Q4: 898 shares; 2021Q1: 940 shares; 2021Q2: 940 shares; 2021Q3: 1,100 shares 1,100 $39K <0.01% +160 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 53 shares; 2020Q2: 53 shares; 2020Q3: 53 shares; 2020Q4: 54 shares; 2021Q1: 44 shares; 2021Q2: 48 shares; 2021Q3: 49 shares 49 $38K <0.01% +1 Timeline HPI HANCOCK JOHN PFD INCOME FD More: the full row for HANCOCK JOHN PFD INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,750 shares; 2020Q2: 1,750 shares; 2020Q3: 1,750 shares; 2020Q4: 1,750 shares; 2021Q1: 1,750 shares; 2021Q2: 1,770 shares; 2021Q3: 1,800 shares 1,800 $38K <0.01% +30 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 10,218 shares; 2020Q2: 830 shares; 2020Q3: 830 shares; 2020Q4: 1,036 shares; 2021Q1: 1,130 shares; 2021Q2: 1,130 shares; 2021Q3: 1,130 shares 1,130 $38K <0.01% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 976 shares; 2020Q2: 976 shares; 2020Q3: 979 shares; 2020Q4: 450 shares; 2021Q1: 469 shares; 2021Q2: 475 shares; 2021Q3: 494 shares 494 $38K <0.01% +19 DRAFTKINGS HOLDINGS INC DRAFTKINGS HOLDINGS INC More: the full row for DRAFTKINGS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,174 shares; 2020Q3: 1,082 shares; 2020Q4: 1,082 shares; 2021Q1: 550 shares; 2021Q2: 802 shares; 2021Q3: 805 shares 805 $38K <0.01% +3 LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 675 shares; 2020Q2: 910 shares; 2020Q3: 910 shares; 2020Q4: 910 shares; 2021Q1: 847 shares; 2021Q2: 803 shares; 2021Q3: 803 shares 803 $38K <0.01% 0 CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 41 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6 shares; 2021Q2: 396 shares; 2021Q3: 247 shares 247 $37K <0.01% -149 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,731 shares 1,731 $37K <0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 547 shares; 2020Q2: 547 shares; 2020Q3: 628 shares; 2020Q4: 578 shares; 2021Q1: 1,107 shares; 2021Q2: 672 shares; 2021Q3: 532 shares 532 $37K <0.01% -140 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; 2019Q4: restricted; 2020Q1: 438 shares; 2020Q2: 355 shares; 2020Q3: 356 shares; 2020Q4: 355 shares; 2021Q1: 355 shares; 2021Q2: 346 shares; 2021Q3: 347 shares 347 $37K <0.01% +1 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 667 shares; 2020Q4: 1,594 shares; 2021Q1: 1,613 shares; 2021Q2: 667 shares; 2021Q3: 667 shares 667 $37K <0.01% 0 Timeline FXG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 693 shares; 2020Q2: 693 shares; 2020Q3: 659 shares; 2020Q4: 659 shares; 2021Q1: 659 shares; 2021Q2: 659 shares; 2021Q3: 659 shares 659 $37K <0.01% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 119 shares; 2020Q3: 1,689 shares; 2020Q4: 1,189 shares; 2021Q1: 680 shares; 2021Q2: 680 shares; 2021Q3: 817 shares 817 $36K <0.01% +137 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 270 shares; 2020Q2: 370 shares; 2020Q3: 370 shares; 2020Q4: 270 shares; 2021Q1: 282 shares; 2021Q2: 282 shares; 2021Q3: 287 shares 287 $36K <0.01% +5 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 486 shares; 2020Q2: 486 shares; 2020Q3: 455 shares; 2020Q4: 298 shares; 2021Q1: 265 shares; 2021Q2: 265 shares; 2021Q3: 271 shares 271 $36K <0.01% +6 Timeline DBA INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,900 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares; 2020Q4: 1,900 shares; 2021Q1: 1,900 shares; 2021Q2: 1,900 shares; 2021Q3: 1,900 shares 1,900 $36K <0.01% 0 Timeline TOWN TOWNEBANK PORTSMOUTH VA More: the full row for TOWNEBANK PORTSMOUTH VA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,459 shares; 2020Q2: 1,459 shares; 2020Q3: 1,459 shares; 2020Q4: 1,459 shares; 2021Q1: 1,179 shares; 2021Q2: 1,179 shares; 2021Q3: 1,179 shares 1,179 $36K <0.01% 0 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 73 shares; 2020Q2: 340 shares; 2020Q3: 73 shares; 2020Q4: 72 shares; 2021Q1: 72 shares; 2021Q2: 71 shares; 2021Q3: 75 shares 75 $36K <0.01% +4 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 240 shares; 2020Q2: 240 shares; 2020Q3: 240 shares; 2020Q4: 240 shares; 2021Q1: 240 shares; 2021Q2: 240 shares; 2021Q3: 240 shares 240 $36K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 67 shares; 2020Q2: 563 shares; 2020Q3: 252 shares; 2020Q4: 252 shares; 2021Q1: 259 shares; 2021Q2: 280 shares; 2021Q3: 281 shares 281 $35K <0.01% +1 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 248 shares; 2020Q2: 248 shares; 2020Q3: 248 shares; 2020Q4: 244 shares; 2021Q1: 244 shares; 2021Q2: 242 shares; 2021Q3: 242 shares 242 $35K <0.01% 0 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 135 shares; 2020Q2: 168 shares; 2020Q3: 174 shares; 2020Q4: 255 shares; 2021Q1: 282 shares; 2021Q2: 292 shares; 2021Q3: 295 shares 295 $35K <0.01% +3 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 139 shares; 2020Q2: 189 shares; 2020Q3: 189 shares; 2020Q4: 189 shares; 2021Q1: 139 shares; 2021Q2: 139 shares; 2021Q3: 141 shares 141 $35K <0.01% +2 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 188 shares; 2020Q2: 188 shares; 2020Q3: 258 shares; 2020Q4: 302 shares; 2021Q1: 312 shares; 2021Q2: 321 shares; 2021Q3: 328 shares 328 $35K <0.01% +7 Timeline GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 950 shares; 2020Q2: 1,034 shares; 2020Q3: 1,034 shares; 2020Q4: 1,022 shares; 2021Q1: 1,033 shares; 2021Q2: 1,022 shares; 2021Q3: 1,066 shares 1,066 $35K <0.01% +44 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 113 shares; 2021Q3: 118 shares 118 $35K <0.01% +5 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 122 shares; 2020Q2: 122 shares; 2020Q3: 122 shares; 2020Q4: 129 shares; 2021Q1: 236 shares; 2021Q2: 133 shares; 2021Q3: 133 shares 133 $35K <0.01% 0 CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,510 shares; 2020Q2: 3,417 shares; 2020Q3: 3,267 shares; 2020Q4: 3,207 shares; 2021Q1: 2,602 shares; 2021Q2: 2,560 shares; 2021Q3: 2,560 shares 2,560 $35K <0.01% 0 BSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,122 shares 1,122 $35K <0.01% new Timeline GVI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares 300 $34K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 556 shares; 2020Q2: 556 shares; 2020Q3: 556 shares; 2020Q4: 1,253 shares; 2021Q1: 923 shares; 2021Q2: 587 shares; 2021Q3: 587 shares 587 $34K <0.01% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 697 shares; 2020Q2: 697 shares; 2020Q3: 697 shares; 2020Q4: 697 shares; 2021Q1: 697 shares; 2021Q2: 697 shares; 2021Q3: 697 shares 697 $34K <0.01% 0 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,219 shares; 2020Q2: 1,170 shares; 2020Q3: 469 shares; 2020Q4: 660 shares; 2021Q1: 369 shares; 2021Q2: 203 shares; 2021Q3: 174 shares 174 $34K <0.01% -29 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 450 shares; 2020Q2: 450 shares; 2020Q3: 450 shares; 2020Q4: 450 shares; 2021Q1: 450 shares; 2021Q2: 450 shares; 2021Q3: 450 shares 450 $34K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 436 shares; 2020Q2: 436 shares; 2020Q3: 326 shares; 2020Q4: 326 shares; 2021Q1: 326 shares; 2021Q2: 326 shares; 2021Q3: 326 shares 326 $34K <0.01% 0 Timeline TTI TETRA TECHNOLOGIES INC DEL More: the full row for TETRA TECHNOLOGIES INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,000 shares; 2020Q4: 11,000 shares; 2021Q1: 11,000 shares; 2021Q2: 11,000 shares; 2021Q3: 11,000 shares 11,000 $34K <0.01% 0 Timeline DMO WESTERN ASSET MTG DEFINED OP More: the full row for WESTERN ASSET MTG DEFINED OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 37,032 shares; 2020Q3: 14,219 shares; 2020Q4: 3,219 shares; 2021Q1: 3,219 shares; 2021Q2: 2,219 shares; 2021Q3: 2,219 shares 2,219 $34K <0.01% 0 Timeline RSPS 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; 2019Q4: restricted; 2020Q1: 14 shares; 2020Q2: 14 shares; 2020Q3: 14 shares; 2020Q4: 225 shares; 2021Q1: 225 shares; 2021Q2: 225 shares; 2021Q3: 225 shares 225 $34K <0.01% 0 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 318 shares; 2020Q2: 318 shares; 2020Q3: 318 shares; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 539 shares; 2021Q3: 558 shares 558 $34K <0.01% +19 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; 2019Q4: restricted; 2020Q1: 97 shares; 2020Q2: 79 shares; 2020Q3: 202 shares; 2020Q4: 96 shares; 2021Q1: 102 shares; 2021Q2: 107 shares; 2021Q3: 101 shares 101 $33K <0.01% -6 Timeline XSSPX NUVEEN S&P 500 DYNAMIC OVERW More: the full row for NUVEEN S&P 500 DYNAMIC OVERW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,988 shares; 2020Q4: 1,988 shares; 2021Q1: 1,988 shares; 2021Q2: 1,988 shares; 2021Q3: 1,988 shares 1,988 $33K <0.01% 0 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 51 shares; 2020Q2: 51 shares; 2020Q3: 51 shares; 2020Q4: 51 shares; 2021Q1: 630 shares; 2021Q2: 990 shares; 2021Q3: 958 shares 958 $33K <0.01% -32 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; 2019Q4: restricted; 2020Q1: 62 shares; 2020Q2: 73 shares; 2020Q3: 53 shares; 2020Q4: 52 shares; 2021Q1: 52 shares; 2021Q2: 55 shares; 2021Q3: 54 shares 54 $33K <0.01% -1 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 201 shares; 2020Q2: 201 shares; 2020Q3: 201 shares; 2020Q4: 201 shares; 2021Q1: 201 shares; 2021Q2: 201 shares; 2021Q3: 201 shares 201 $33K <0.01% 0 Timeline AEGON N V AEGON N V More: the full row for AEGON N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 6,576 shares; 2020Q2: 6,576 shares; 2020Q3: 6,576 shares; 2020Q4: 6,576 shares; 2021Q1: 6,576 shares; 2021Q2: 6,576 shares; 2021Q3: 6,576 shares 6,576 $33K <0.01% 0 QQQJ 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares; 2021Q2: 1,001 shares; 2021Q3: 1,002 shares 1,002 $33K <0.01% +1 Timeline OBOR KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,085 shares; 2020Q2: 1,085 shares; 2020Q3: 1,085 shares; 2020Q4: 1,085 shares; 2021Q1: 1,085 shares; 2021Q2: 1,085 shares; 2021Q3: 1,085 shares 1,085 $33K <0.01% 0 Timeline VPL 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; 2019Q4: restricted; 2020Q1: 80 shares; 2020Q2: 80 shares; 2020Q3: 80 shares; 2020Q4: 80 shares; 2021Q1: 80 shares; 2021Q2: 80 shares; 2021Q3: 403 shares 403 $32K <0.01% +323 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 147 shares; 2020Q2: 147 shares; 2020Q3: 147 shares; 2020Q4: 147 shares; 2021Q1: 6,054 shares; 2021Q2: 6,055 shares; 2021Q3: 6,055 shares 6,055 $32K <0.01% 0 Timeline HEALTHCARE HEALTHCARE More: the full row for HEALTHCARE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,511 shares; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares; 2021Q2: 1,100 shares; 2021Q3: 1,100 shares 1,100 $32K <0.01% 0 TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 459 shares; 2020Q2: 642 shares; 2020Q3: 1,850 shares; 2020Q4: 939 shares; 2021Q1: 2,753 shares; 2021Q2: 534 shares; 2021Q3: 536 shares 536 $32K <0.01% +2 XYLG GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,084 shares; 2021Q2: 1,084 shares; 2021Q3: 1,084 shares 1,084 $32K <0.01% 0 Timeline BUZZ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,315 shares; 2021Q3: 1,315 shares 1,315 $32K <0.01% 0 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 496 shares; 2020Q2: 496 shares; 2020Q3: 496 shares; 2020Q4: 496 shares; 2021Q1: 496 shares; 2021Q2: 499 shares; 2021Q3: 497 shares 497 $31K <0.01% -2 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 100 shares 100 $31K <0.01% new Timeline WK WORKIVA INC More: the full row for WORKIVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 226 shares; 2020Q3: 226 shares; 2020Q4: 223 shares; 2021Q1: 223 shares; 2021Q2: 221 shares; 2021Q3: 220 shares 220 $31K <0.01% -1 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 249 shares; 2020Q2: 156 shares; 2020Q3: 100 shares; 2020Q4: 125 shares; 2021Q1: 100 shares; 2021Q2: 107 shares; 2021Q3: 108 shares 108 $31K <0.01% +1 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 302 shares; 2020Q3: 302 shares; 2020Q4: 357 shares; 2021Q1: 389 shares; 2021Q2: 389 shares; 2021Q3: 392 shares 392 $31K <0.01% +3 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 86 shares; 2020Q2: 128 shares; 2020Q3: 128 shares; 2020Q4: 128 shares; 2021Q1: 128 shares; 2021Q2: 128 shares; 2021Q3: 128 shares 128 $31K <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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 49 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 531 shares 531 $31K <0.01% +31 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 941 shares; 2020Q2: 843 shares; 2020Q3: 590 shares; 2020Q4: 590 shares; 2021Q1: 855 shares; 2021Q2: 815 shares; 2021Q3: 815 shares 815 $31K <0.01% 0 Timeline FTA FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 490 shares; 2020Q2: 490 shares; 2020Q3: 490 shares; 2020Q4: 490 shares; 2021Q1: 490 shares; 2021Q2: 490 shares; 2021Q3: 490 shares 490 $31K <0.01% 0 Timeline LYDALL INC LYDALL INC More: the full row for LYDALL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares 500 $31K <0.01% 0 UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares; 2021Q1: 1,200 shares; 2021Q2: 1,209 shares; 2021Q3: 1,209 shares 1,209 $30K <0.01% 0 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; 2019Q4: restricted; 2020Q1: 77 shares; 2020Q2: 77 shares; 2020Q3: 77 shares; 2020Q4: 77 shares; 2021Q1: 77 shares; 2021Q2: 77 shares; 2021Q3: 77 shares 77 $30K <0.01% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 86 shares; 2020Q2: 86 shares; 2020Q3: 86 shares; 2020Q4: 454 shares; 2021Q1: 454 shares; 2021Q2: 485 shares; 2021Q3: 495 shares 495 $30K <0.01% +10 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 641 shares; 2020Q2: 793 shares; 2020Q3: 793 shares; 2020Q4: 793 shares; 2021Q1: 883 shares; 2021Q2: 883 shares; 2021Q3: 904 shares 904 $30K <0.01% +21 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 112 shares; 2020Q2: 112 shares; 2020Q3: 132 shares; 2020Q4: 184 shares; 2021Q1: 223 shares; 2021Q2: 194 shares; 2021Q3: 202 shares 202 $30K <0.01% +8 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 80 shares; 2020Q2: 80 shares; 2020Q3: 80 shares; 2020Q4: 80 shares; 2021Q1: 80 shares; 2021Q2: 249 shares; 2021Q3: 84 shares 84 $30K <0.01% -165 Timeline ANF ABERCROMBIE & FITCH CO More: the full row for ABERCROMBIE & FITCH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 800 shares; 2021Q1: 800 shares; 2021Q2: 800 shares; 2021Q3: 800 shares 800 $30K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 203 shares; 2020Q4: 203 shares; 2021Q1: 208 shares; 2021Q2: 203 shares; 2021Q3: 203 shares 203 $30K <0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 449 shares; 2020Q2: 450 shares; 2020Q3: 451 shares; 2020Q4: 542 shares; 2021Q1: 452 shares; 2021Q2: 453 shares; 2021Q3: 453 shares 453 $29K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 875 shares; 2020Q3: 365 shares; 2020Q4: 365 shares; 2021Q1: 365 shares; 2021Q2: 365 shares; 2021Q3: 365 shares 365 $29K <0.01% 0 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 876 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 493 shares; 2021Q2: 400 shares; 2021Q3: 400 shares 400 $29K <0.01% 0 Timeline FVRR FIVERR INTL LTD More: the full row for FIVERR INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 186 shares; 2021Q2: 186 shares; 2021Q3: 161 shares 161 $29K <0.01% -25 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 88 shares; 2020Q3: 207 shares; 2020Q4: 357 shares; 2021Q1: 357 shares; 2021Q2: 433 shares; 2021Q3: 546 shares 546 $29K <0.01% +113 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 147 shares; 2020Q4: 147 shares; 2021Q1: 147 shares; 2021Q2: 525 shares; 2021Q3: 525 shares 525 $29K <0.01% 0 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 354 shares; 2020Q2: 354 shares; 2020Q3: 354 shares; 2020Q4: 354 shares; 2021Q1: 354 shares; 2021Q2: 354 shares; 2021Q3: 826 shares 826 $29K <0.01% +472 Timeline MCY MERCURY GENL CORP NEW More: the full row for MERCURY GENL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 210 shares; 2020Q3: not reported; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 530 shares 530 $29K <0.01% +30 Timeline ETJ EATON VANCE RISK-MANAGED DIV More: the full row for EATON VANCE RISK-MANAGED DIV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,549 shares; 2021Q3: 2,768 shares 2,768 $29K <0.01% +219 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 600 shares; 2021Q1: 600 shares; 2021Q2: 600 shares; 2021Q3: 600 shares 600 $29K <0.01% 0 PRINCIPAL CONTRARIAN VALUE … PRINCIPAL CONTRARIAN VALUE INDEX … More: the full row for PRINCIPAL CONTRARIAN VALUE INDEX ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 15,250 shares; 2021Q3: 1,140 shares 1,140 $29K <0.01% -14,110 IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 123 shares; 2020Q2: 117 shares; 2020Q3: 117 shares; 2020Q4: 110 shares; 2021Q1: 114 shares; 2021Q2: 66 shares; 2021Q3: 94 shares 94 $28K <0.01% +28 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,395 shares; 2020Q2: 304 shares; 2020Q3: 439 shares; 2020Q4: 439 shares; 2021Q1: 439 shares; 2021Q2: 1,457 shares; 2021Q3: 518 shares 518 $28K <0.01% -939 Timeline SLAB SILICON LABORATORIES INC More: the full row for SILICON LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 203 shares; 2020Q2: 203 shares; 2020Q3: 203 shares; 2020Q4: 203 shares; 2021Q1: 203 shares; 2021Q2: 203 shares; 2021Q3: 203 shares 203 $28K <0.01% 0 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 230 shares; 2020Q2: 230 shares; 2020Q3: 230 shares; 2020Q4: 226 shares; 2021Q1: 306 shares; 2021Q2: 304 shares; 2021Q3: 322 shares 322 $28K <0.01% +18 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 162 shares; 2020Q2: 270 shares; 2020Q3: 270 shares; 2020Q4: 270 shares; 2021Q1: 270 shares; 2021Q2: 283 shares; 2021Q3: 283 shares 283 $28K <0.01% 0 Timeline VIRGIN GALACTIC HLDGS INC VIRGIN GALACTIC HLDGS INC More: the full row for VIRGIN GALACTIC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,200 shares; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares; 2020Q4: 1,200 shares; 2021Q1: 1,214 shares; 2021Q2: 1,114 shares; 2021Q3: 1,114 shares 1,114 $28K <0.01% 0 XEFRX EATON VANCE SR FLTNG RTE TR More: the full row for EATON VANCE SR FLTNG RTE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,900 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares; 2020Q4: 1,900 shares; 2021Q1: 1,906 shares; 2021Q2: 1,927 shares; 2021Q3: 1,952 shares 1,952 $28K <0.01% +25 Timeline NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 980 shares; 2021Q1: 980 shares; 2021Q2: 980 shares; 2021Q3: 980 shares 980 $28K <0.01% 0 NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 95 shares; 2020Q4: 95 shares; 2021Q1: 95 shares; 2021Q2: 95 shares; 2021Q3: 98 shares 98 $27K <0.01% +3 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 129 shares; 2020Q2: 129 shares; 2020Q3: 125 shares; 2020Q4: 128 shares; 2021Q1: 137 shares; 2021Q2: 133 shares; 2021Q3: 133 shares 133 $27K <0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 296 shares; 2020Q2: 708 shares; 2020Q3: 437 shares; 2020Q4: 633 shares; 2021Q1: 168 shares; 2021Q2: 209 shares; 2021Q3: 221 shares 221 $27K <0.01% +12 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 6 shares; 2020Q2: 6 shares; 2020Q3: 248 shares; 2020Q4: 6 shares; 2021Q1: 1,670 shares; 2021Q2: 226 shares; 2021Q3: 134 shares 134 $27K <0.01% -92 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 595 shares; 2020Q2: 858 shares; 2020Q3: 992 shares; 2020Q4: 865 shares; 2021Q1: 1,049 shares; 2021Q2: 1,231 shares; 2021Q3: 1,094 shares 1,094 $27K <0.01% -137 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 54 shares; 2020Q2: 54 shares; 2020Q3: 54 shares; 2020Q4: 3,569 shares; 2021Q1: 54 shares; 2021Q2: 54 shares; 2021Q3: 367 shares 367 $27K <0.01% +313 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 686 shares; 2021Q1: 686 shares; 2021Q2: 1,081 shares; 2021Q3: 1,081 shares 1,081 $27K <0.01% 0 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 395 shares; 2020Q2: 395 shares; 2020Q3: 395 shares; 2020Q4: 395 shares; 2021Q1: 395 shares; 2021Q2: 395 shares; 2021Q3: 596 shares 596 $27K <0.01% +201 Timeline M.D.C. HOLDINGS INC M.D.C. HOLDINGS INC More: the full row for M.D.C. HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,491 shares; 2020Q2: 1,566 shares; 2020Q3: 547 shares; 2020Q4: 547 shares; 2021Q1: 590 shares; 2021Q2: 590 shares; 2021Q3: 590 shares 590 $27K <0.01% 0 TWO HARBORS INVESTMENT CORP TWO HARBORS INVESTMENT CORP More: the full row for TWO HARBORS INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,108 shares; 2021Q2: 2,134 shares; 2021Q3: 4,266 shares 4,266 $27K <0.01% +2,132 High Yield ETF High Yield ETF More: the full row for High Yield ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 860 shares; 2021Q3: 860 shares 860 $27K <0.01% 0 DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 198 shares; 2020Q2: 334 shares; 2020Q3: 334 shares; 2020Q4: 1,112 shares; 2021Q1: 2,033 shares; 2021Q2: 1,073 shares; 2021Q3: 1,073 shares 1,073 $27K <0.01% 0 RITCHIE BROS AUCTIONEERS RITCHIE BROS AUCTIONEERS More: the full row for RITCHIE BROS AUCTIONEERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,872 shares; 2020Q2: 1,101 shares; 2020Q3: 309 shares; 2020Q4: 300 shares; 2021Q1: 454 shares; 2021Q2: 451 shares; 2021Q3: 451 shares 451 $27K <0.01% 0 ADVISORSHARES ADVISORSHARES More: the full row for ADVISORSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 33,648 shares; 2020Q2: not reported; 2020Q3: 14,157 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 164 shares; 2021Q3: 1,059 shares 1,059 $27K <0.01% +895 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; 2019Q4: restricted; 2020Q1: 185 shares; 2020Q2: 573 shares; 2020Q3: 573 shares; 2020Q4: 530 shares; 2021Q1: 530 shares; 2021Q2: 530 shares; 2021Q3: 430 shares 430 $26K <0.01% -100 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 316 shares; 2021Q3: 316 shares 316 $26K <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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 447 shares; 2020Q3: 447 shares; 2020Q4: 39 shares; 2021Q1: 489 shares; 2021Q2: 3,585 shares; 2021Q3: 518 shares 518 $26K <0.01% -3,067 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 575 shares; 2020Q2: 575 shares; 2020Q3: 575 shares; 2020Q4: 575 shares; 2021Q1: 575 shares; 2021Q2: 575 shares; 2021Q3: 575 shares 575 $26K <0.01% 0 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 225 shares; 2021Q2: 242 shares; 2021Q3: 235 shares 235 $26K <0.01% -7 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 535 shares; 2020Q4: 535 shares; 2021Q1: 535 shares; 2021Q2: 550 shares; 2021Q3: 556 shares 556 $26K <0.01% +6 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; 2019Q4: restricted; 2020Q1: 2,095 shares; 2020Q2: 1,008 shares; 2020Q3: 457 shares; 2020Q4: 457 shares; 2021Q1: 657 shares; 2021Q2: 492 shares; 2021Q3: 499 shares 499 $26K <0.01% +7 Timeline 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; 2019Q4: restricted; 2020Q1: 478 shares; 2020Q2: 455 shares; 2020Q3: 455 shares; 2020Q4: 455 shares; 2021Q1: 455 shares; 2021Q2: 449 shares; 2021Q3: 485 shares 485 $26K <0.01% +36 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 533 shares; 2020Q2: 533 shares; 2020Q3: 533 shares; 2020Q4: 533 shares; 2021Q1: 626 shares; 2021Q2: 1,326 shares; 2021Q3: 1,335 shares 1,335 $26K <0.01% +9 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 401 shares; 2020Q2: 401 shares; 2020Q3: 401 shares; 2020Q4: 401 shares; 2021Q1: 401 shares; 2021Q2: 401 shares; 2021Q3: 401 shares 401 $26K <0.01% 0 Timeline DOL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 552 shares; 2020Q2: 552 shares; 2020Q3: 552 shares; 2020Q4: 552 shares; 2021Q1: 552 shares; 2021Q2: 552 shares; 2021Q3: 552 shares 552 $26K <0.01% 0 Timeline CBRL CRACKER BARREL OLD CTRY STOR More: the full row for CRACKER BARREL OLD CTRY STOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 48 shares; 2020Q2: 135 shares; 2020Q3: 137 shares; 2020Q4: 137 shares; 2021Q1: 135 shares; 2021Q2: 135 shares; 2021Q3: 187 shares 187 $26K <0.01% +52 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 722 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 4 shares; 2021Q3: 151 shares 151 $26K <0.01% +147 Timeline USA LIBERTY ALL STAR EQUITY FD More: the full row for LIBERTY ALL STAR EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 100 shares; 2020Q2: 102 shares; 2020Q3: 3,048 shares; 2020Q4: 3,048 shares; 2021Q1: 3,131 shares; 2021Q2: 3,133 shares; 2021Q3: 3,135 shares 3,135 $26K <0.01% +2 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 88 shares; 2021Q3: 191 shares 191 $26K <0.01% +103 HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 175 shares; 2020Q2: 175 shares; 2020Q3: 175 shares; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 446 shares 446 $26K <0.01% +271 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 200 shares; 2020Q2: 184 shares; 2020Q3: 184 shares; 2020Q4: 155 shares; 2021Q1: 159 shares; 2021Q2: 163 shares; 2021Q3: 176 shares 176 $25K <0.01% +13 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 450 shares; 2020Q2: 900 shares; 2020Q3: 750 shares; 2020Q4: 750 shares; 2021Q1: 719 shares; 2021Q2: 225 shares; 2021Q3: 225 shares 225 $25K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 147 shares; 2020Q2: 147 shares; 2020Q3: 147 shares; 2020Q4: 147 shares; 2021Q1: 147 shares; 2021Q2: 147 shares; 2021Q3: 199 shares 199 $25K <0.01% +52 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 636 shares; 2020Q2: 636 shares; 2020Q3: 636 shares; 2020Q4: 636 shares; 2021Q1: 636 shares; 2021Q2: 636 shares; 2021Q3: 636 shares 636 $25K <0.01% 0 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 485 shares 485 $25K <0.01% new Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares 100 $25K <0.01% 0 Timeline PRNT ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 955 shares; 2020Q2: 955 shares; 2020Q3: 955 shares; 2020Q4: 955 shares; 2021Q1: 705 shares; 2021Q2: 705 shares; 2021Q3: 705 shares 705 $25K <0.01% 0 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; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 232 shares 232 $25K <0.01% new Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 305 shares 305 $24K <0.01% new Timeline TRN TRINITY INDS INC More: the full row for TRINITY INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 545 shares; 2020Q2: 545 shares; 2020Q3: 545 shares; 2020Q4: 545 shares; 2021Q1: 545 shares; 2021Q2: 898 shares; 2021Q3: 898 shares 898 $24K <0.01% 0 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 118 shares; 2020Q4: 140 shares; 2021Q1: 446 shares; 2021Q2: 258 shares; 2021Q3: 190 shares 190 $24K <0.01% -68 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 141 shares; 2020Q2: 3,677 shares; 2020Q3: 1,150 shares; 2020Q4: 2,008 shares; 2021Q1: 2,049 shares; 2021Q2: 141 shares; 2021Q3: 191 shares 191 $24K <0.01% +50 Timeline JHMM JOHN HANCOCK EXCHANGE TRADED More: the full row for JOHN HANCOCK EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 477 shares; 2021Q1: 477 shares; 2021Q2: 477 shares; 2021Q3: 477 shares 477 $24K <0.01% 0 Timeline AVALARA INC AVALARA INC More: the full row for AVALARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 93 shares; 2020Q4: 92 shares; 2021Q1: 92 shares; 2021Q2: 142 shares; 2021Q3: 142 shares 142 $24K <0.01% 0 HEALTHCOR CATALIO ACQU CORP HEALTHCOR CATALIO ACQU CORP More: the full row for HEALTHCOR CATALIO ACQU CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,503 shares 2,503 $24K <0.01% new EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 209 shares; 2020Q2: 209 shares; 2020Q3: 209 shares; 2020Q4: 209 shares; 2021Q1: 209 shares; 2021Q2: 209 shares; 2021Q3: 209 shares 209 $23K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 657 shares; 2020Q2: 657 shares; 2020Q3: 657 shares; 2020Q4: 807 shares; 2021Q1: 807 shares; 2021Q2: 807 shares; 2021Q3: 821 shares 821 $23K <0.01% +14 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 115 shares; 2020Q2: 115 shares; 2020Q3: 118 shares; 2020Q4: 143 shares; 2021Q1: 1,336 shares; 2021Q2: 160 shares; 2021Q3: 177 shares 177 $23K <0.01% +17 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 127 shares; 2020Q4: 127 shares; 2021Q1: 127 shares; 2021Q2: 127 shares; 2021Q3: 130 shares 130 $23K <0.01% +3 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,653 shares; 2020Q2: 1,653 shares; 2020Q3: 1,253 shares; 2020Q4: 1,253 shares; 2021Q1: 1,026 shares; 2021Q2: 1,026 shares; 2021Q3: 1,026 shares 1,026 $23K <0.01% 0 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 3,510 shares; 2020Q2: 3,586 shares; 2020Q3: 3,607 shares; 2020Q4: 3,657 shares; 2021Q1: 3,696 shares; 2021Q2: 4,000 shares; 2021Q3: 4,044 shares 4,044 $23K <0.01% +44 Timeline LEGR FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 565 shares; 2021Q2: 565 shares; 2021Q3: 565 shares 565 $23K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 726 shares; 2020Q2: 726 shares; 2020Q3: 726 shares; 2020Q4: 726 shares; 2021Q1: 726 shares; 2021Q2: 726 shares; 2021Q3: 726 shares 726 $23K <0.01% 0 Timeline USEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 854 shares 854 $23K <0.01% new Timeline UNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 787 shares; 2020Q2: 787 shares; 2020Q3: 787 shares; 2020Q4: 787 shares; 2021Q1: 787 shares; 2021Q2: 787 shares; 2021Q3: 787 shares 787 $23K <0.01% 0 Timeline PCEF 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; 2019Q4: restricted; 2020Q1: 5,334 shares; 2020Q2: 5,200 shares; 2020Q3: 5,200 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares 1,000 $23K <0.01% 0 Timeline PLTM GRANITESHARES PLATINUM TR More: the full row for GRANITESHARES PLATINUM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,415 shares; 2021Q2: 2,367 shares; 2021Q3: 2,453 shares 2,453 $23K <0.01% +86 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 321 shares; 2020Q2: 283 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 1,584 shares; 2021Q2: 925 shares; 2021Q3: 200 shares 200 $22K <0.01% -725 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 524 shares; 2020Q2: 333 shares; 2020Q3: 333 shares; 2020Q4: 333 shares; 2021Q1: 433 shares; 2021Q2: 707 shares; 2021Q3: 461 shares 461 $22K <0.01% -246 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 775 shares; 2020Q2: 775 shares; 2020Q3: 775 shares; 2020Q4: 775 shares; 2021Q1: 775 shares; 2021Q2: 775 shares; 2021Q3: 775 shares 775 $22K <0.01% 0 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 580 shares; 2020Q2: 580 shares; 2020Q3: 630 shares; 2020Q4: 2,093 shares; 2021Q1: 5,391 shares; 2021Q2: 1,364 shares; 2021Q3: 827 shares 827 $22K <0.01% -537 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 101 shares; 2020Q2: 101 shares; 2020Q3: 101 shares; 2020Q4: 113 shares; 2021Q1: 138 shares; 2021Q2: 141 shares; 2021Q3: 141 shares 141 $22K <0.01% 0 Timeline RDN RADIAN GROUP INC More: the full row for RADIAN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,005 shares; 2021Q3: 1,005 shares 1,005 $22K <0.01% 0 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 334 shares; 2020Q2: 334 shares; 2020Q3: 334 shares; 2020Q4: 361 shares; 2021Q1: 388 shares; 2021Q2: 418 shares; 2021Q3: 429 shares 429 $22K <0.01% +11 Timeline FLTR VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 5,212 shares; 2020Q2: 5,212 shares; 2020Q3: 5,212 shares; 2020Q4: 4,718 shares; 2021Q1: 4,489 shares; 2021Q2: 877 shares; 2021Q3: 877 shares 877 $22K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 408 shares; 2020Q2: 406 shares; 2020Q3: 406 shares; 2020Q4: 406 shares; 2021Q1: 406 shares; 2021Q2: 406 shares; 2021Q3: 406 shares 406 $22K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 294 shares; 2021Q2: 294 shares; 2021Q3: 294 shares 294 $22K <0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 274 shares; 2021Q1: 479 shares; 2021Q2: 479 shares; 2021Q3: 488 shares 488 $22K <0.01% +9 Timeline STERICYCLE INC STERICYCLE INC More: the full row for STERICYCLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 328 shares; 2020Q4: 328 shares; 2021Q1: 328 shares; 2021Q2: 328 shares; 2021Q3: 328 shares 328 $22K <0.01% 0 ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,179 shares; 2020Q2: 1,179 shares; 2020Q3: 679 shares; 2020Q4: 679 shares; 2021Q1: 679 shares; 2021Q2: 679 shares; 2021Q3: 679 shares 679 $22K <0.01% 0 Timeline NUVEEN NUVEEN More: the full row for NUVEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,284 shares; 2020Q2: 2,284 shares; 2020Q3: 2,284 shares; 2020Q4: 2,284 shares; 2021Q1: 2,284 shares; 2021Q2: 2,284 shares; 2021Q3: 2,284 shares 2,284 $22K <0.01% 0 VICTORY PORTFOLIOS II VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 462 shares; 2020Q2: 364 shares; 2020Q3: 364 shares; 2020Q4: 364 shares; 2021Q1: 364 shares; 2021Q2: 364 shares; 2021Q3: 364 shares 364 $22K <0.01% 0 PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 434 shares; 2020Q2: 430 shares; 2020Q3: 430 shares; 2020Q4: 430 shares; 2021Q1: 4,940 shares; 2021Q2: 891 shares; 2021Q3: 464 shares 464 $21K <0.01% -427 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 2,676 shares; 2020Q2: 2,327 shares; 2020Q3: 1,327 shares; 2020Q4: 1,322 shares; 2021Q1: 1,322 shares; 2021Q2: 1,322 shares; 2021Q3: 1,249 shares 1,249 $21K <0.01% -73 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 1,608 shares; 2020Q2: 1,747 shares; 2020Q3: 1,465 shares; 2020Q4: 1,608 shares; 2021Q1: 899 shares; 2021Q2: 773 shares; 2021Q3: 783 shares 783 $21K <0.01% +10 Timeline ALRM ALARM COM HLDGS INC More: the full row for ALARM COM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 261 shares; 2020Q2: 261 shares; 2020Q3: 261 shares; 2020Q4: 261 shares; 2021Q1: 261 shares; 2021Q2: 261 shares; 2021Q3: 277 shares 277 $21K <0.01% +16 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 210 shares; 2020Q2: 164 shares; 2020Q3: 164 shares; 2020Q4: 477 shares; 2021Q1: 188 shares; 2021Q2: 188 shares; 2021Q3: 188 shares 188 $21K <0.01% 0 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 254 shares; 2020Q2: 293 shares; 2020Q3: 293 shares; 2020Q4: 293 shares; 2021Q1: 324 shares; 2021Q2: 761 shares; 2021Q3: 827 shares 827 $21K <0.01% +66 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 38 shares; 2021Q1: 53 shares; 2021Q2: 41 shares; 2021Q3: 42 shares 42 $21K <0.01% +1 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,978 shares; 2020Q3: 1,304 shares; 2020Q4: 787 shares; 2021Q1: 7,746 shares; 2021Q2: 2,674 shares; 2021Q3: 397 shares 397 $21K <0.01% -2,277 Timeline BL BLACKLINE INC More: the full row for BLACKLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 161 shares; 2020Q2: 237 shares; 2020Q3: 190 shares; 2020Q4: 184 shares; 2021Q1: 184 shares; 2021Q2: 183 shares; 2021Q3: 183 shares 183 $21K <0.01% 0 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 44 shares; 2020Q2: 194 shares; 2020Q3: 194 shares; 2020Q4: 194 shares; 2021Q1: 194 shares; 2021Q2: 194 shares; 2021Q3: 194 shares 194 $21K <0.01% 0 PIMCO DYNAMIC CR INCOME FD PIMCO DYNAMIC CR INCOME FD More: the full row for PIMCO DYNAMIC CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,040 shares; 2020Q4: 1,040 shares; 2021Q1: 1,040 shares; 2021Q2: 1,040 shares; 2021Q3: 1,040 shares 1,040 $21K <0.01% 0 CREE INC CREE INC More: the full row for CREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 314 shares; 2020Q2: 314 shares; 2020Q3: 314 shares; 2020Q4: 314 shares; 2021Q1: 314 shares; 2021Q2: 264 shares; 2021Q3: 264 shares 264 $21K <0.01% 0 VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 590 shares; 2020Q2: 315 shares; 2020Q3: 315 shares; 2020Q4: 315 shares; 2021Q1: 315 shares; 2021Q2: 315 shares; 2021Q3: 315 shares 315 $20K <0.01% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 98 shares; 2020Q2: 97 shares; 2020Q3: 89 shares; 2020Q4: 1,397 shares; 2021Q1: 653 shares; 2021Q2: 252 shares; 2021Q3: 256 shares 256 $20K <0.01% +4 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 487 shares; 2020Q2: 487 shares; 2020Q3: 487 shares; 2020Q4: 485 shares; 2021Q1: 485 shares; 2021Q2: 485 shares; 2021Q3: 485 shares 485 $20K <0.01% 0 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 225 shares; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 303 shares; 2021Q1: 303 shares; 2021Q2: 301 shares; 2021Q3: 301 shares 301 $20K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 124 shares; 2020Q2: 124 shares; 2020Q3: 124 shares; 2020Q4: 992 shares; 2021Q1: 124 shares; 2021Q2: 124 shares; 2021Q3: 132 shares 132 $20K <0.01% +8 Timeline DNL WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 652 shares; 2020Q2: 1,084 shares; 2020Q3: 1,382 shares; 2020Q4: 1,211 shares; 2021Q1: 164 shares; 2021Q2: 328 shares; 2021Q3: 512 shares 512 $20K <0.01% +184 Timeline CMP COMPASS MINERALS INTL INC More: the full row for COMPASS MINERALS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 425 shares; 2020Q2: 325 shares; 2020Q3: 325 shares; 2020Q4: 325 shares; 2021Q1: 325 shares; 2021Q2: 325 shares; 2021Q3: 325 shares 325 $20K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 65 shares; 2021Q2: 86 shares; 2021Q3: 97 shares 97 $20K <0.01% +11 Timeline MHK MOHAWK INDS INC More: the full row for MOHAWK INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 33 shares; 2020Q2: 114 shares; 2020Q3: 114 shares; 2020Q4: 114 shares; 2021Q1: 448 shares; 2021Q2: 117 shares; 2021Q3: 117 shares 117 $20K <0.01% 0 Timeline GHYG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q4: restricted; 2020Q1: 401 shares; 2020Q2: 401 shares; 2020Q3: 401 shares; 2020Q4: 401 shares; 2021Q1: 401 shares; 2021Q2: 404 shares; 2021Q3: 408 shares 408 $20K <0.01% +4 Timeline