JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,793 shares; 2021Q1: 1,996,561 shares; 2021Q2: 1,260,780 shares 1,260,780 $64.4M 16.87% -735,781 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 141,190 shares; 2020Q4: 147,501 shares; 2021Q1: 165,217 shares; 2021Q2: 170,615 shares 170,615 $60.5M 15.87% +5,398 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 763,960 shares; 2020Q4: 852,082 shares; 2021Q1: 922,051 shares; 2021Q2: 968,414 shares 968,414 $48.8M 12.78% +46,363 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 109,032 shares; 2020Q4: 135,687 shares; 2021Q1: 153,439 shares; 2021Q2: 159,992 shares 159,992 $24.8M 6.49% +6,553 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 77,357 shares; 2020Q4: 77,154 shares; 2021Q1: 84,674 shares; 2021Q2: 85,872 shares 85,872 $19.8M 5.2% +1,198 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,268 shares; 2021Q1: 176,292 shares; 2021Q2: 184,258 shares 184,258 $9.35M 2.45% +7,966 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 54,635 shares; 2020Q4: 54,185 shares; 2021Q1: 58,224 shares; 2021Q2: 61,683 shares 61,683 $8.45M 2.21% +3,459 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 2,683 shares; 2021Q1: 67,818 shares; 2021Q2: 70,412 shares 70,412 $7.81M 2.05% +2,594 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,552 shares; 2020Q4: 23,143 shares; 2021Q1: 27,113 shares; 2021Q2: 28,832 shares 28,832 $7.81M 2.05% +1,719 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 81,094 shares; 2020Q4: 71,587 shares; 2021Q1: 79,489 shares; 2021Q2: 80,934 shares 80,934 $6.75M 1.77% +1,445 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100,329 shares; 2020Q4: 109,792 shares; 2021Q1: 120,703 shares; 2021Q2: 125,095 shares 125,095 $6.63M 1.74% +4,392 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,665 shares; 2020Q4: 43,643 shares; 2021Q1: 38,770 shares; 2021Q2: 40,956 shares 40,956 $6.37M 1.67% +2,186 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 27,966 shares; 2020Q4: 28,169 shares; 2021Q1: 28,216 shares; 2021Q2: 25,541 shares 25,541 $6.17M 1.62% -2,675 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 123,372 shares; 2020Q4: 124,860 shares; 2021Q1: 151,119 shares; 2021Q2: 157,499 shares 157,499 $6.17M 1.62% +6,380 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 81,746 shares; 2020Q4: 82,666 shares; 2021Q1: 101,748 shares; 2021Q2: 109,851 shares 109,851 $6.16M 1.61% +8,103 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,716 shares; 2020Q4: 15,259 shares; 2021Q1: 18,138 shares; 2021Q2: 19,290 shares 19,290 $6.15M 1.61% +1,152 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 49,441 shares; 2020Q4: 59,369 shares; 2021Q1: 57,564 shares; 2021Q2: 57,577 shares 57,577 $6.03M 1.58% +13 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,470 shares; 2020Q4: 34,831 shares; 2021Q1: 30,492 shares; 2021Q2: 33,925 shares 33,925 $5.96M 1.56% +3,433 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,520 shares; 2020Q4: 34,958 shares; 2021Q1: 42,227 shares; 2021Q2: 39,631 shares 39,631 $5.81M 1.52% -2,596 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 162,993 shares; 2020Q4: 163,379 shares; 2021Q1: 187,427 shares; 2021Q2: 204,422 shares 204,422 $5.8M 1.52% +16,995 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 54,765 shares; 2020Q4: 55,447 shares; 2021Q1: 65,930 shares; 2021Q2: 73,267 shares 73,267 $5.75M 1.51% +7,337 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 44,055 shares; 2020Q4: 34,443 shares; 2021Q1: 36,384 shares; 2021Q2: 40,159 shares 40,159 $5.74M 1.5% +3,775 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,753 shares; 2020Q4: 29,040 shares; 2021Q1: 34,947 shares; 2021Q2: 36,988 shares 36,988 $5.7M 1.49% +2,041 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 122,238 shares; 2020Q4: 122,933 shares; 2021Q1: 120,814 shares; 2021Q2: 127,621 shares 127,621 $5.63M 1.48% +6,807 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,324 shares; 2020Q4: 31,044 shares; 2021Q1: 31,050 shares; 2021Q2: 27,711 shares 27,711 $5.22M 1.37% -3,339 Timeline TOTL SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 136,895 shares; 2020Q4: 136,410 shares; 2021Q1: 97,273 shares; 2021Q2: 101,985 shares 101,985 $4.94M 1.29% +4,712 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 30 shares; 2021Q1: 14,713 shares; 2021Q2: 16,368 shares 16,368 $4M 1.05% +1,655 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 28,248 shares; 2020Q4: 28,557 shares; 2021Q1: 29,787 shares; 2021Q2: 29,673 shares 29,673 $3.48M 0.91% -114 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,995 shares; 2020Q4: 65,124 shares; 2021Q1: 55,191 shares; 2021Q2: 58,999 shares 58,999 $2.48M 0.65% +3,808 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,907 shares; 2020Q4: 22,386 shares; 2021Q1: 34,986 shares; 2021Q2: 38,990 shares 38,990 $2.16M 0.57% +4,004 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,883 shares; 2020Q4: 1,683 shares; 2021Q1: 1,711 shares; 2021Q2: 1,711 shares 1,711 $1.37M 0.36% 0 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,240 shares; 2020Q4: 1,240 shares; 2021Q1: 3,637 shares; 2021Q2: 4,407 shares 4,407 $1.27M 0.33% +770 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,907 shares; 2020Q4: 2,992 shares; 2021Q1: 7,405 shares; 2021Q2: 9,168 shares 9,168 $956K 0.25% +1,763 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 8,522 shares; 2021Q2: 11,360 shares 11,360 $859K 0.23% +2,838 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 720 shares; 2020Q4: 720 shares; 2021Q1: 720 shares; 2021Q2: 720 shares 720 $854K 0.22% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,104 shares; 2020Q4: 2,004 shares; 2021Q1: 1,878 shares; 2021Q2: 1,878 shares 1,878 $653K 0.17% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,288 shares; 2020Q4: 10,785 shares; 2021Q1: 10,785 shares; 2021Q2: 10,397 shares 10,397 $593K 0.16% -388 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 39,786 shares; 2020Q4: 40,829 shares; 2021Q1: 10,744 shares; 2021Q2: 10,630 shares 10,630 $527K 0.14% -114 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 127 shares; 2021Q1: 140 shares; 2021Q2: 140 shares 140 $482K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,241 shares; 2020Q4: 1,571 shares; 2021Q1: 1,671 shares; 2021Q2: 1,736 shares 1,736 $416K 0.11% +65 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 715 shares; 2020Q4: 905 shares; 2021Q1: 907 shares; 2021Q2: 909 shares 909 $390K 0.1% +2 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 560 shares; 2021Q1: 1,510 shares; 2021Q2: 1,498 shares 1,498 $340K 0.09% -12 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,035 shares; 2020Q4: 1,035 shares; 2021Q1: 1,134 shares; 2021Q2: 1,134 shares 1,134 $331K 0.09% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 981 shares; 2020Q4: 981 shares; 2021Q1: 1,840 shares; 2021Q2: 1,790 shares 1,790 $296K 0.08% -50 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 720 shares; 2021Q2: 720 shares 720 $263K 0.07% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares; 2021Q1: 2,696 shares; 2021Q2: 2,696 shares 2,696 $262K 0.07% 0 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,263 shares; 2020Q4: 1,263 shares; 2021Q1: 1,542 shares; 2021Q2: 1,585 shares 1,585 $214K 0.06% +43 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,560 shares; 2020Q4: 1,560 shares; 2021Q1: 1,560 shares; 2021Q2: 1,560 shares 1,560 $196K 0.05% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 403 shares; 2020Q4: 403 shares; 2021Q1: 4,013 shares; 2021Q2: 3,913 shares 3,913 $196K 0.05% -100 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,028 shares; 2020Q4: 3,128 shares; 2021Q1: 3,128 shares; 2021Q2: 3,028 shares 3,028 $191K 0.05% -100 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 228 shares; 2021Q1: 3,122 shares; 2021Q2: 3,242 shares 3,242 $181K 0.05% +120 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64 shares; 2020Q4: 63 shares; 2021Q1: 73 shares; 2021Q2: 73 shares 73 $178K 0.05% 0 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 2,300 shares 2,300 $174K 0.05% +1,600 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13 shares; 2020Q4: 32 shares; 2021Q1: 373 shares; 2021Q2: 393 shares 393 $153K 0.04% +20 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 933 shares; 2020Q4: 933 shares; 2021Q1: 1,067 shares; 2021Q2: 910 shares 910 $150K 0.04% -157 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,150 shares; 2020Q4: 7,150 shares; 2021Q1: 7,150 shares; 2021Q2: 7,150 shares 7,150 $148K 0.04% 0 IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 126 shares; 2020Q4: 276 shares; 2021Q1: 3,106 shares; 2021Q2: 3,236 shares 3,236 $140K 0.04% +130 Timeline DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 40 shares; 2020Q4: 2,195 shares; 2021Q1: 2,196 shares; 2021Q2: 2,611 shares 2,611 $136K 0.04% +415 ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 810 shares 810 $125K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 225 shares; 2020Q4: 172 shares; 2021Q1: 172 shares; 2021Q2: 182 shares 182 $124K 0.03% +10 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 765 shares; 2021Q2: 765 shares 765 $124K 0.03% 0 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 76,496 shares; 2020Q4: 74,069 shares; 2021Q1: 2,386 shares; 2021Q2: 2,386 shares 2,386 $121K 0.03% 0 Timeline Etfmg Prime Mobile Etfmg Prime Mobile More: the full row for Etfmg Prime Mobile Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 1,575 shares; 2021Q2: 1,675 shares 1,675 $118K 0.03% +100 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 393 shares; 2020Q4: 393 shares; 2021Q1: 480 shares; 2021Q2: 480 shares 480 $112K 0.03% 0 Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares 2,000 $112K 0.03% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 822 shares; 2020Q4: 822 shares; 2021Q1: 822 shares; 2021Q2: 747 shares 747 $106K 0.03% -75 Timeline SPH SUBURBAN PROPANE PARTNERS L More: the full row for SUBURBAN PROPANE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,900 shares; 2020Q4: 6,900 shares; 2021Q1: 6,900 shares; 2021Q2: 6,900 shares 6,900 $106K 0.03% 0 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 160 shares; 2020Q4: 160 shares; 2021Q1: 160 shares; 2021Q2: 160 shares 160 $104K 0.03% 0 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 178 shares; 2020Q4: 178 shares; 2021Q1: 278 shares; 2021Q2: 278 shares 278 $102K 0.03% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 609 shares; 2021Q2: 659 shares 659 $101K 0.03% +50 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 47 shares; 2020Q4: 47 shares; 2021Q1: 47 shares; 2021Q2: 40 shares 40 $100K 0.03% -7 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 525 shares; 2020Q4: 525 shares; 2021Q1: 525 shares; 2021Q2: 525 shares 525 $100K 0.03% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,010 shares; 2021Q1: 3,820 shares; 2021Q2: 3,705 shares 3,705 $98K 0.03% -115 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 60 shares; 2021Q2: 60 shares 60 $93K 0.02% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 246 shares; 2020Q4: 246 shares; 2021Q1: 246 shares; 2021Q2: 319 shares 319 $89K 0.02% +73 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,223 shares; 2020Q4: 1,223 shares; 2021Q1: 1,223 shares; 2021Q2: 1,123 shares 1,123 $88K 0.02% -100 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,066 shares; 2020Q4: 3,066 shares; 2021Q1: 3,066 shares; 2021Q2: 3,066 shares 3,066 $85K 0.02% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 180 shares; 2020Q4: 130 shares; 2021Q1: 175 shares; 2021Q2: 175 shares 175 $80K 0.02% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,749 shares; 2020Q4: 3,749 shares; 2021Q1: 3,949 shares; 2021Q2: 4,579 shares 4,579 $68K 0.02% +630 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,059 shares; 2020Q4: 1,059 shares; 2021Q1: 1,059 shares; 2021Q2: 1,059 shares 1,059 $63K 0.02% 0 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,152 shares; 2020Q4: 1,152 shares; 2021Q1: 1,152 shares; 2021Q2: 1,152 shares 1,152 $61K 0.02% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,165 shares; 2020Q4: 24,320 shares; 2021Q1: 716 shares; 2021Q2: 716 shares 716 $59K 0.02% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 106 shares; 2020Q4: 106 shares; 2021Q1: 106 shares; 2021Q2: 94 shares 94 $55K 0.01% -12 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 66 shares; 2020Q4: 156 shares; 2021Q1: 218 shares; 2021Q2: 322 shares 322 $54K 0.01% +104 Timeline CARNEY TECHNOLOGY ACQU CORP CARNEY TECHNOLOGY ACQU CORP More: the full row for CARNEY TECHNOLOGY ACQU CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares; 2021Q2: 5,000 shares 5,000 $50K 0.01% 0 TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 94 shares; 2020Q4: 94 shares; 2021Q1: 94 shares; 2021Q2: 94 shares 94 $47K 0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,671 shares; 2021Q1: 1,671 shares; 2021Q2: 1,671 shares 1,671 $45K 0.01% 0 Timeline VPV INVESCO PA VALUE MUN INC TR More: the full row for INVESCO PA VALUE MUN INC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,333 shares; 2020Q4: 3,333 shares; 2021Q1: 3,333 shares; 2021Q2: 3,333 shares 3,333 $45K 0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,281 shares; 2020Q4: 1,281 shares; 2021Q1: 1,281 shares; 2021Q2: 1,281 shares 1,281 $44K 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 914 shares; 2020Q4: 914 shares; 2021Q1: 914 shares; 2021Q2: 914 shares 914 $42K 0.01% 0 Timeline VIEW INC VIEW INC More: the full row for VIEW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,000 shares; 2021Q2: 5,000 shares 5,000 $42K 0.01% 0 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 484 shares; 2020Q4: 484 shares; 2021Q1: 334 shares; 2021Q2: 334 shares 334 $39K 0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 425 shares; 2021Q1: 425 shares; 2021Q2: 638 shares 638 $39K 0.01% +213 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,647 shares; 2020Q4: 1,660 shares; 2021Q1: 1,105 shares; 2021Q2: 1,327 shares 1,327 $38K 0.01% +222 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 81 shares; 2021Q2: 295 shares 295 $37K 0.01% +214 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 90 shares; 2021Q2: 90 shares 90 $37K 0.01% 0 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 372 shares; 2021Q2: 625 shares 625 $37K 0.01% +253 Timeline SDCCQ SMILEDIRECTCLUB INC CL A More: the full row for SMILEDIRECTCLUB INC CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 4,200 shares; 2021Q2: 4,200 shares 4,200 $36K 0.01% 0 Timeline MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $35K 0.01% 0 Timeline FRPT FRESHPET INC More: the full row for FRESHPET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 145 shares; 2021Q2: 215 shares 215 $35K 0.01% +70 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 58 shares; 2021Q1: 147 shares; 2021Q2: 142 shares 142 $34K 0.01% -5 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 157 shares 157 $33K 0.01% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 111 shares; 2020Q4: 111 shares; 2021Q1: 111 shares; 2021Q2: 111 shares 111 $32K 0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares; 2021Q2: 924 shares 924 $31K 0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25 shares; 2020Q4: 25 shares; 2021Q1: 35 shares; 2021Q2: 105 shares 105 $29K 0.01% +70 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 70 shares; 2021Q1: 70 shares; 2021Q2: 70 shares 70 $28K 0.01% 0 Timeline AI C3 AI INC More: the full row for C3 AI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 452 shares; 2021Q2: 452 shares 452 $28K 0.01% 0 Timeline BOWX ACQUISITION CORP BOWX ACQUISITION CORP More: the full row for BOWX ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,475 shares 2,475 $28K 0.01% new ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: 80 shares; 2021Q2: 200 shares 200 $26K 0.01% +120 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 120 shares; 2020Q4: 120 shares; 2021Q1: 534 shares; 2021Q2: 418 shares 418 $25K 0.01% -116 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares 65 $25K 0.01% 0 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,431 shares; 2020Q4: 1,431 shares; 2021Q1: 1,431 shares; 2021Q2: 1,431 shares 1,431 $25K 0.01% 0 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $24K 0.01% 0 Timeline PLTK PLAYTIKA HLDG CORP More: the full row for PLAYTIKA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares 1,000 $24K 0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 26 shares 26 $23K 0.01% new TUYA TUYA INC More: the full row for TUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 778 shares; 2021Q2: 943 shares 943 $23K 0.01% +165 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 60 shares; 2021Q2: 60 shares 60 $22K 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 113 shares; 2021Q2: 113 shares 113 $22K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 360 shares 360 $22K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares 100 $22K 0.01% 0 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 375 shares; 2021Q2: 277 shares 277 $22K 0.01% -98 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 355 shares; 2020Q4: 355 shares; 2021Q1: 355 shares; 2021Q2: 355 shares 355 $22K 0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 86 shares; 2020Q4: 86 shares; 2021Q1: 190 shares; 2021Q2: 191 shares 191 $21K 0.01% +1 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 174 shares; 2020Q4: 174 shares; 2021Q1: 313 shares; 2021Q2: 213 shares 213 $21K 0.01% -100 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares 500 $21K 0.01% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 102 shares; 2021Q2: 102 shares 102 $20K 0.01% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 105 shares; 2021Q2: 165 shares 165 $20K 0.01% +60 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 240 shares 240 $20K 0.01% +140 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares 1,000 $20K 0.01% 0 Timeline PLOW DOUGLAS DYNAMICS INC More: the full row for DOUGLAS DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares 500 $20K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 54 shares 54 $19K <0.01% +53 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares 50 $19K <0.01% 0 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 84 shares 84 $19K <0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45 shares; 2020Q4: 45 shares; 2021Q1: 45 shares; 2021Q2: 45 shares 45 $18K <0.01% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares 50 $18K <0.01% 0 Timeline TER TERADYNE INC More: the full row for TERADYNE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 133 shares; 2021Q2: 133 shares 133 $18K <0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 303 shares 303 $18K <0.01% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 101 shares; 2021Q2: 101 shares 101 $17K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 215 shares; 2020Q4: 215 shares; 2021Q1: 215 shares; 2021Q2: 215 shares 215 $17K <0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 165 shares; 2021Q2: 165 shares 165 $17K <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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 461 shares; 2020Q4: 256 shares; 2021Q1: 816 shares; 2021Q2: 816 shares 816 $17K <0.01% 0 PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 114 shares; 2021Q2: 114 shares 114 $16K <0.01% 0 Timeline AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 765 shares; 2020Q4: 765 shares; 2021Q1: 765 shares; 2021Q2: 765 shares 765 $16K <0.01% 0 Timeline BMO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 152 shares 152 $16K <0.01% new Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 170 shares; 2021Q1: 205 shares; 2021Q2: 240 shares 240 $16K <0.01% +35 Timeline INVACARE CORP INVACARE CORP More: the full row for INVACARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares 2,000 $16K <0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40 shares; 2021Q2: 40 shares 40 $15K <0.01% 0 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares 50 $15K <0.01% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 715 shares 715 $15K <0.01% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 51 shares; 2021Q1: 256 shares; 2021Q2: 258 shares 258 $14K <0.01% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 125 shares 125 $14K <0.01% +50 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 227 shares; 2021Q1: 227 shares; 2021Q2: 100 shares 100 $14K <0.01% -127 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 211 shares; 2021Q2: 213 shares 213 $14K <0.01% +2 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 265 shares; 2021Q2: 265 shares 265 $14K <0.01% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 174 shares 174 $14K <0.01% new Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 538 shares; 2020Q4: 563 shares; 2021Q1: 563 shares; 2021Q2: 526 shares 526 $14K <0.01% -37 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 230 shares; 2021Q1: 230 shares; 2021Q2: 230 shares 230 $14K <0.01% 0 Timeline SLACK TECHNOLOGIES INC SLACK TECHNOLOGIES INC More: the full row for SLACK TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 899 shares; 2020Q4: 699 shares; 2021Q1: 639 shares; 2021Q2: 319 shares 319 $14K <0.01% -320 ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares 500 $14K <0.01% 0 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 136 shares 136 $13K <0.01% new Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 152 shares; 2021Q2: 153 shares 153 $13K <0.01% +1 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 75 shares; 2021Q2: 75 shares 75 $13K <0.01% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 57 shares 57 $12K <0.01% +55 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 115 shares; 2021Q1: 125 shares; 2021Q2: 161 shares 161 $12K <0.01% +36 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 302 shares 302 $12K <0.01% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 20 shares 20 $12K <0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 489 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $11K <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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $11K <0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 91 shares; 2021Q2: 91 shares 91 $11K <0.01% 0 Timeline GME GAMESTOP CORP More: the full row for GAMESTOP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares 50 $11K <0.01% new Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 144 shares 144 $11K <0.01% new ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 260 shares; 2020Q4: 260 shares; 2021Q1: 260 shares; 2021Q2: 130 shares 130 $10K <0.01% -130 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 19 shares; 2021Q2: 19 shares 19 $10K <0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares 50 $10K <0.01% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 33 shares; 2021Q2: 33 shares 33 $10K <0.01% 0 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 162 shares; 2020Q4: 162 shares; 2021Q1: 162 shares; 2021Q2: 162 shares 162 $10K <0.01% 0 Timeline EVERBRIDGE INC EVERBRIDGE INC More: the full row for EVERBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 76 shares; 2021Q2: 76 shares 76 $10K <0.01% 0 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 207 shares; 2021Q2: 208 shares 208 $9K <0.01% +1 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 124 shares; 2021Q1: 124 shares; 2021Q2: 124 shares 124 $9K <0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 40 shares 40 $9K <0.01% +15 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 203 shares; 2021Q2: 100 shares 100 $9K <0.01% -103 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 63 shares; 2021Q2: 63 shares 63 $9K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 156 shares; 2020Q4: 156 shares; 2021Q1: 156 shares; 2021Q2: 156 shares 156 $9K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4 shares; 2021Q1: 4 shares; 2021Q2: 219 shares 219 $9K <0.01% +215 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 175 shares; 2021Q1: 275 shares; 2021Q2: 275 shares 275 $9K <0.01% 0 Timeline BFH BREAD FINANCIAL HOLDINGS INC More: the full row for BREAD FINANCIAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 82 shares 82 $9K <0.01% new Timeline CHURCHILL CAPITAL CORP IV CHURCHILL CAPITAL CORP IV More: the full row for CHURCHILL CAPITAL CORP IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $9K <0.01% 0 UNITY BIOTECHNOLOGY INC UNITY BIOTECHNOLOGY INC More: the full row for UNITY BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,955 shares; 2021Q1: 1,955 shares; 2021Q2: 1,955 shares 1,955 $9K <0.01% 0 OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 146 shares 146 $8K <0.01% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35 shares; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares 35 $8K <0.01% 0 Timeline 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 62 shares; 2021Q2: 62 shares 62 $8K <0.01% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 27 shares 27 $8K <0.01% new BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 81 shares; 2021Q2: 101 shares 101 $7K <0.01% +20 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 120 shares 120 $7K <0.01% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares 27 $7K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 528 shares; 2021Q1: 528 shares; 2021Q2: 269 shares 269 $7K <0.01% -259 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 75 shares 75 $7K <0.01% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 17 shares; 2021Q2: 17 shares 17 $7K <0.01% 0 Timeline PHO 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 137 shares; 2020Q4: 137 shares; 2021Q1: 137 shares; 2021Q2: 137 shares 137 $7K <0.01% 0 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 650 shares 650 $7K <0.01% +350 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 184 shares 184 $6K <0.01% new Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 75 shares 75 $6K <0.01% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares 150 $6K <0.01% 0 Timeline CITIUS PHARMACEUTICALS INC CITIUS PHARMACEUTICALS INC More: the full row for CITIUS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,811 shares; 2020Q4: 1,811 shares; 2021Q1: 1,811 shares; 2021Q2: 1,811 shares 1,811 $6K <0.01% 0 SCORE MEDIA & GAMING INC SCORE MEDIA & GAMING INC More: the full row for SCORE MEDIA & GAMING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $6K <0.01% 0 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 147 shares; 2021Q2: 46 shares 46 $5K <0.01% -101 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 143 shares 143 $5K <0.01% new Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 111 shares 111 $5K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 105 shares; 2020Q4: 105 shares; 2021Q1: 105 shares; 2021Q2: 105 shares 105 $5K <0.01% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 165 shares 165 $5K <0.01% new Timeline HONG KONG TELEVISION NETWK L HONG KONG TELEVISION NETWK L More: the full row for HONG KONG TELEVISION NETWK L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $5K <0.01% 0 SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 32 shares; 2021Q1: 32 shares; 2021Q2: 32 shares 32 $4K <0.01% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 25 shares; 2021Q1: 25 shares; 2021Q2: 25 shares 25 $4K <0.01% 0 Timeline NIKOLA CORP NIKOLA CORP More: the full row for NIKOLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares 200 $4K <0.01% 0 ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 24 shares; 2020Q4: 40 shares; 2021Q1: 40 shares; 2021Q2: 40 shares 40 $4K <0.01% 0 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 12 shares 12 $3K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 50 shares 50 $3K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 46 shares; 2021Q2: 46 shares 46 $3K <0.01% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 29 shares; 2021Q1: 29 shares; 2021Q2: 29 shares 29 $3K <0.01% 0 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares 35 $3K <0.01% 0 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 35 shares 35 $3K <0.01% new Timeline ARKF ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 537 shares; 2020Q4: 37 shares; 2021Q1: 37 shares; 2021Q2: 55 shares 55 $3K <0.01% +18 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 60 shares 60 $3K <0.01% new Timeline 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 130 shares 130 $3K <0.01% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 80 shares 80 $3K <0.01% new Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 57 shares; 2021Q2: 57 shares 57 $3K <0.01% 0 Timeline TABULA RASA HEALTHCARE INC TABULA RASA HEALTHCARE INC More: the full row for TABULA RASA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares 50 $3K <0.01% new CHURCHILL CAPITAL CORP V CHURCHILL CAPITAL CORP V More: the full row for CHURCHILL CAPITAL CORP V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $3K <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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 181 shares; 2020Q4: 181 shares; 2021Q1: 181 shares; 2021Q2: 181 shares 181 $3K <0.01% 0 CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3 shares; 2020Q4: 3 shares; 2021Q1: 3 shares; 2021Q2: 3 shares 3 $2K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18 shares; 2020Q4: 18 shares; 2021Q1: 18 shares; 2021Q2: 18 shares 18 $2K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11 shares; 2020Q4: 7 shares; 2021Q1: 7 shares; 2021Q2: 7 shares 7 $2K <0.01% 0 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 45 shares 45 $2K <0.01% +20 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 527 shares; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares 27 $2K <0.01% 0 Timeline KULR TECHNOLOGY GROUP INC KULR TECHNOLOGY GROUP INC More: the full row for KULR TECHNOLOGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,000 shares 1,000 $2K <0.01% new LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5 shares 5 $1K <0.01% new Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares 10 $1K <0.01% 0 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares 50 $1K <0.01% new Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 25 shares 25 $1K <0.01% new Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 5 shares; 2021Q1: 5 shares; 2021Q2: 5 shares 5 $1K <0.01% 0 Timeline NVAX NOVAVAX INC More: the full row for NOVAVAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 27 shares; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 7 shares 7 $1K <0.01% -20 Timeline KRUS KURA SUSHI USA INC More: the full row for KURA SUSHI USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 30 shares 30 $1K <0.01% -20 Timeline PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 20 shares 20 $1K <0.01% 0 Timeline LE LANDS END INC NEW More: the full row for LANDS END INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares 14 $1K <0.01% 0 Timeline PLSE PULSE BIOSCIENCES INC More: the full row for PULSE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 130 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares 65 $1K <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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares 10 $1K <0.01% 0 AURORA CANNABIS INC-NEW AURORA CANNABIS INC-NEW More: the full row for AURORA CANNABIS INC-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares; 2021Q2: 83 shares 83 $1K <0.01% 0 REDHILL BIOPHARMA LTD REDHILL BIOPHARMA LTD More: the full row for REDHILL BIOPHARMA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 100 shares; 2021Q2: 100 shares 100 $1K <0.01% 0 MUDRICK CAPITAL ACQU CORP II MUDRICK CAPITAL ACQU CORP II More: the full row for MUDRICK CAPITAL ACQU CORP II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 100 shares 100 $1K <0.01% new METROMILE INC METROMILE INC More: the full row for METROMILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 130 shares; 2021Q2: 130 shares 130 $1K <0.01% 0 NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4 shares; 2021Q2: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2 shares; 2020Q4: 2 shares; 2021Q1: 2 shares; 2021Q2: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios. Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 5 shares; 2021Q2: 5 shares 5 $0 0% 0 Value filed as zero, left out of ratios. Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12 shares; 2020Q4: 12 shares; 2021Q1: 12 shares; 2021Q2: 12 shares 12 $0 0% 0 Value filed as zero, left out of ratios. Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline REAL THE REALREAL INC More: the full row for THE REALREAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 25 shares 25 $0 0% 0 Value filed as zero, left out of ratios. Timeline CECO CECO ENVIRONMENTAL CORP More: the full row for CECO ENVIRONMENTAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 40 shares 40 $0 0% new Value filed as zero, left out of ratios. Timeline VALARIS PLC XXX SH… VALARIS PLC XXX SHS CL A More: the full row for VALARIS PLC XXX SHS CL A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. ORGANIGRAM GLOBAL ORD ORGANIGRAM GLOBAL ORD More: the full row for ORGANIGRAM GLOBAL ORD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 100 shares; 2021Q2: 100 shares 100 $0 0% 0 Value filed as zero, left out of ratios. SFX ENTMT INC SFX ENTMT INC More: the full row for SFX ENTMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares; 2021Q1: 1,950 shares; 2021Q2: 1,950 shares 1,950 $0 0% 0 Value filed as zero, left out of ratios.