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; 2020Q2: restricted; 2020Q3: 141,190 shares; 2020Q4: 147,501 shares; 2021Q1: 165,217 shares; 2021Q2: 170,615 shares; 2021Q3: 183,977 shares; 2021Q4: 188,140 shares; 2022Q1: 251,324 shares 251,324 $91.2M 19.83% +63,184 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 763,960 shares; 2020Q4: 852,082 shares; 2021Q1: 922,051 shares; 2021Q2: 968,414 shares; 2021Q3: 1,076,632 shares; 2021Q4: 1,122,247 shares; 2022Q1: 1,080,249 shares 1,080,249 $57.7M 12.54% -41,998 Timeline 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,793 shares; 2021Q1: 1,996,561 shares; 2021Q2: 1,260,780 shares; 2021Q3: 1,335,631 shares; 2021Q4: 2,365,554 shares; 2022Q1: 1,007,977 shares 1,007,977 $51M 11.1% -1,357,577 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; 2020Q2: restricted; 2020Q3: 109,032 shares; 2020Q4: 135,687 shares; 2021Q1: 153,439 shares; 2021Q2: 159,992 shares; 2021Q3: 173,940 shares; 2021Q4: 182,400 shares; 2022Q1: 163,934 shares 163,934 $26.6M 5.78% -18,466 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 77,357 shares; 2020Q4: 77,154 shares; 2021Q1: 84,674 shares; 2021Q2: 85,872 shares; 2021Q3: 88,900 shares; 2021Q4: 90,464 shares; 2022Q1: 91,367 shares 91,367 $22.6M 4.91% +903 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 54,635 shares; 2020Q4: 54,185 shares; 2021Q1: 58,224 shares; 2021Q2: 61,683 shares; 2021Q3: 66,555 shares; 2021Q4: 68,976 shares; 2022Q1: 70,491 shares 70,491 $12.3M 2.68% +1,515 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; 2020Q2: restricted; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 8,522 shares; 2021Q2: 11,360 shares; 2021Q3: 11,360 shares; 2021Q4: 11,360 shares; 2022Q1: 143,573 shares 143,573 $11.3M 2.46% +132,213 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; 2020Q2: restricted; 2020Q3: 35,665 shares; 2020Q4: 43,643 shares; 2021Q1: 38,770 shares; 2021Q2: 40,956 shares; 2021Q3: 46,997 shares; 2021Q4: 51,979 shares; 2022Q1: 82,567 shares 82,567 $11.3M 2.45% +30,588 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 22,552 shares; 2020Q4: 23,143 shares; 2021Q1: 27,113 shares; 2021Q2: 28,832 shares; 2021Q3: 30,851 shares; 2021Q4: 32,124 shares; 2022Q1: 34,773 shares 34,773 $10.7M 2.33% +2,649 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 2,683 shares; 2021Q1: 67,818 shares; 2021Q2: 70,412 shares; 2021Q3: 70,638 shares; 2021Q4: 71,373 shares; 2022Q1: 89,560 shares 89,560 $9.12M 1.98% +18,187 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; 2020Q2: restricted; 2020Q3: 81,746 shares; 2020Q4: 82,666 shares; 2021Q1: 101,748 shares; 2021Q2: 109,851 shares; 2021Q3: 127,990 shares; 2021Q4: 152,585 shares; 2022Q1: 177,483 shares 177,483 $9.04M 1.97% +24,898 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 49,441 shares; 2020Q4: 59,369 shares; 2021Q1: 57,564 shares; 2021Q2: 57,577 shares; 2021Q3: 65,986 shares; 2021Q4: 60,469 shares; 2022Q1: 54,650 shares 54,650 $8.9M 1.93% -5,819 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; 2020Q2: restricted; 2020Q3: 81,094 shares; 2020Q4: 71,587 shares; 2021Q1: 79,489 shares; 2021Q2: 80,934 shares; 2021Q3: 91,002 shares; 2021Q4: 92,969 shares; 2022Q1: 87,688 shares 87,688 $8.88M 1.93% -5,281 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 162,993 shares; 2020Q4: 163,379 shares; 2021Q1: 187,427 shares; 2021Q2: 204,422 shares; 2021Q3: 237,777 shares; 2021Q4: 260,007 shares; 2022Q1: 305,027 shares 305,027 $8.77M 1.91% +45,020 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 123,372 shares; 2020Q4: 124,860 shares; 2021Q1: 151,119 shares; 2021Q2: 157,499 shares; 2021Q3: 150,988 shares; 2021Q4: 159,119 shares; 2022Q1: 164,776 shares 164,776 $8.53M 1.85% +5,657 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; 2020Q2: restricted; 2020Q3: 100,329 shares; 2020Q4: 109,792 shares; 2021Q1: 120,703 shares; 2021Q2: 125,095 shares; 2021Q3: 135,005 shares; 2021Q4: 142,596 shares; 2022Q1: 152,855 shares 152,855 $8.52M 1.85% +10,259 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 30 shares; 2021Q1: 14,713 shares; 2021Q2: 16,368 shares; 2021Q3: 19,770 shares; 2021Q4: 26,872 shares; 2022Q1: 39,751 shares 39,751 $8.44M 1.83% +12,879 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; 2020Q2: restricted; 2020Q3: 34,520 shares; 2020Q4: 34,958 shares; 2021Q1: 42,227 shares; 2021Q2: 39,631 shares; 2021Q3: 46,626 shares; 2021Q4: 49,728 shares; 2022Q1: 64,884 shares 64,884 $8.44M 1.83% +15,156 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 27,966 shares; 2020Q4: 28,169 shares; 2021Q1: 28,216 shares; 2021Q2: 25,541 shares; 2021Q3: 28,728 shares; 2021Q4: 31,956 shares; 2022Q1: 38,941 shares 38,941 $8.26M 1.8% +6,985 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; 2020Q2: restricted; 2020Q3: 28,324 shares; 2020Q4: 31,044 shares; 2021Q1: 31,050 shares; 2021Q2: 27,711 shares; 2021Q3: 30,417 shares; 2021Q4: 31,980 shares; 2022Q1: 34,103 shares 34,103 $8.22M 1.79% +2,123 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 122,238 shares; 2020Q4: 122,933 shares; 2021Q1: 120,814 shares; 2021Q2: 127,621 shares; 2021Q3: 129,645 shares; 2021Q4: 199,150 shares; 2022Q1: 178,308 shares 178,308 $7.66M 1.66% -20,842 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; 2020Q2: restricted; 2020Q3: 9,716 shares; 2020Q4: 15,259 shares; 2021Q1: 18,138 shares; 2021Q2: 19,290 shares; 2021Q3: 21,606 shares; 2021Q4: 22,671 shares; 2022Q1: 25,469 shares 25,469 $7.62M 1.66% +2,798 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; 2020Q2: restricted; 2020Q3: 28,753 shares; 2020Q4: 29,040 shares; 2021Q1: 34,947 shares; 2021Q2: 36,988 shares; 2021Q3: 40,418 shares; 2021Q4: 41,678 shares; 2022Q1: 45,482 shares 45,482 $7.53M 1.64% +3,804 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; 2020Q2: restricted; 2020Q3: 30,470 shares; 2020Q4: 34,831 shares; 2021Q1: 30,492 shares; 2021Q2: 33,925 shares; 2021Q3: 37,736 shares; 2021Q4: 42,813 shares; 2022Q1: 53,122 shares 53,122 $7.29M 1.58% +10,309 Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 64,995 shares; 2020Q4: 65,124 shares; 2021Q1: 55,191 shares; 2021Q2: 58,999 shares; 2021Q3: 59,759 shares; 2021Q4: 204,587 shares; 2022Q1: 176,026 shares 176,026 $5.75M 1.25% -28,561 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; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 127 shares; 2021Q1: 140 shares; 2021Q2: 140 shares; 2021Q3: 140 shares; 2021Q4: 86 shares; 2022Q1: 1,484 shares 1,484 $4.84M 1.05% +1,398 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 47 shares; 2020Q4: 47 shares; 2021Q1: 47 shares; 2021Q2: 40 shares; 2021Q3: 42 shares; 2021Q4: 42 shares; 2022Q1: 1,548 shares 1,548 $4.32M 0.94% +1,506 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,268 shares; 2021Q1: 176,292 shares; 2021Q2: 184,258 shares; 2021Q3: 186,120 shares; 2021Q4: 189,964 shares; 2022Q1: 82,533 shares 82,533 $4.15M 0.9% -107,431 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 28,248 shares; 2020Q4: 28,557 shares; 2021Q1: 29,787 shares; 2021Q2: 29,673 shares; 2021Q3: 28,255 shares; 2021Q4: 28,290 shares; 2022Q1: 32,095 shares 32,095 $3.52M 0.76% +3,805 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; 2020Q2: restricted; 2020Q3: 136,895 shares; 2020Q4: 136,410 shares; 2021Q1: 97,273 shares; 2021Q2: 101,985 shares; 2021Q3: 103,771 shares; 2021Q4: 104,765 shares; 2022Q1: 47,785 shares 47,785 $2.14M 0.46% -56,980 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 1,883 shares; 2020Q4: 1,683 shares; 2021Q1: 1,711 shares; 2021Q2: 1,711 shares; 2021Q3: 6,844 shares; 2021Q4: 6,844 shares; 2022Q1: 7,265 shares 7,265 $1.98M 0.43% +421 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; 2020Q2: restricted; 2020Q3: 1,240 shares; 2020Q4: 1,240 shares; 2021Q1: 3,637 shares; 2021Q2: 4,407 shares; 2021Q3: 4,567 shares; 2021Q4: 4,568 shares; 2022Q1: 5,149 shares 5,149 $1.29M 0.28% +581 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; 2020Q2: restricted; 2020Q3: 18,907 shares; 2020Q4: 22,386 shares; 2021Q1: 34,986 shares; 2021Q2: 38,990 shares; 2021Q3: 38,718 shares; 2021Q4: 38,914 shares; 2022Q1: 21,171 shares 21,171 $1.09M 0.24% -17,743 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; 2020Q2: restricted; 2020Q3: 720 shares; 2020Q4: 720 shares; 2021Q1: 720 shares; 2021Q2: 720 shares; 2021Q3: 720 shares; 2021Q4: 720 shares; 2022Q1: 720 shares 720 $1.06M 0.23% 0 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; 2020Q2: restricted; 2020Q3: 2,907 shares; 2020Q4: 2,992 shares; 2021Q1: 7,405 shares; 2021Q2: 9,168 shares; 2021Q3: 9,172 shares; 2021Q4: 9,176 shares; 2022Q1: 18,356 shares 18,356 $980K 0.21% +9,180 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 1,241 shares; 2020Q4: 1,571 shares; 2021Q1: 1,671 shares; 2021Q2: 1,736 shares; 2021Q3: 1,986 shares; 2021Q4: 2,328 shares; 2022Q1: 2,828 shares 2,828 $542K 0.12% +500 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; 2020Q2: restricted; 2020Q3: 10,288 shares; 2020Q4: 10,785 shares; 2021Q1: 10,785 shares; 2021Q2: 10,397 shares; 2021Q3: 10,467 shares; 2021Q4: 10,467 shares; 2022Q1: 10,397 shares 10,397 $487K 0.11% -70 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; 2020Q2: restricted; 2020Q3: 2,104 shares; 2020Q4: 2,004 shares; 2021Q1: 1,878 shares; 2021Q2: 1,878 shares; 2021Q3: 1,933 shares; 2021Q4: 1,873 shares; 2022Q1: 1,898 shares 1,898 $422K 0.09% +25 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; 2020Q2: restricted; 2020Q3: 715 shares; 2020Q4: 905 shares; 2021Q1: 907 shares; 2021Q2: 909 shares; 2021Q3: 910 shares; 2021Q4: 912 shares; 2022Q1: 878 shares 878 $398K 0.09% -34 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 720 shares; 2021Q2: 720 shares; 2021Q3: 720 shares; 2021Q4: 720 shares; 2022Q1: 920 shares 920 $336K 0.07% +200 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; 2020Q2: restricted; 2020Q3: 981 shares; 2020Q4: 981 shares; 2021Q1: 1,840 shares; 2021Q2: 1,790 shares; 2021Q3: 1,790 shares; 2021Q4: 1,790 shares; 2022Q1: 1,790 shares 1,790 $323K 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; 2020Q2: restricted; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares; 2021Q1: 2,696 shares; 2021Q2: 2,696 shares; 2021Q3: 2,696 shares; 2021Q4: 2,696 shares; 2022Q1: 2,500 shares 2,500 $257K 0.06% -196 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; 2020Q2: restricted; 2020Q3: 7,150 shares; 2020Q4: 7,150 shares; 2021Q1: 7,150 shares; 2021Q2: 7,150 shares; 2021Q3: 7,150 shares; 2021Q4: 7,231 shares; 2022Q1: 10,383 shares 10,383 $255K 0.06% +3,152 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 225 shares; 2020Q4: 172 shares; 2021Q1: 172 shares; 2021Q2: 182 shares; 2021Q3: 172 shares; 2021Q4: 172 shares; 2022Q1: 231 shares 231 $249K 0.05% +59 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 44,055 shares; 2020Q4: 34,443 shares; 2021Q1: 36,384 shares; 2021Q2: 40,159 shares; 2021Q3: 46,452 shares; 2021Q4: 1,925 shares; 2022Q1: 1,458 shares 1,458 $223K 0.05% -467 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 64 shares; 2020Q4: 63 shares; 2021Q1: 73 shares; 2021Q2: 73 shares; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 77 shares 77 $214K 0.05% +2 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; 2020Q2: restricted; 2020Q3: 1,560 shares; 2020Q4: 1,560 shares; 2021Q1: 1,560 shares; 2021Q2: 1,560 shares; 2021Q3: 1,560 shares; 2021Q4: 1,560 shares; 2022Q1: 1,560 shares 1,560 $214K 0.05% 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; 2020Q2: restricted; 2020Q3: 1,263 shares; 2020Q4: 1,263 shares; 2021Q1: 1,542 shares; 2021Q2: 1,585 shares; 2021Q3: 1,389 shares; 2021Q4: 1,368 shares; 2022Q1: 1,368 shares 1,368 $209K 0.05% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 126 shares; 2020Q4: 276 shares; 2021Q1: 3,106 shares; 2021Q2: 3,236 shares; 2021Q3: 3,600 shares; 2021Q4: 3,715 shares; 2022Q1: 3,865 shares 3,865 $165K 0.04% +150 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 933 shares; 2020Q4: 933 shares; 2021Q1: 1,067 shares; 2021Q2: 910 shares; 2021Q3: 888 shares; 2021Q4: 889 shares; 2022Q1: 862 shares 862 $153K 0.03% -27 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 38 shares; 2021Q4: 38 shares; 2022Q1: 1,190 shares 1,190 $151K 0.03% +1,152 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; 2020Q2: restricted; 2020Q3: 403 shares; 2020Q4: 403 shares; 2021Q1: 4,013 shares; 2021Q2: 3,913 shares; 2021Q3: 4,038 shares; 2021Q4: 4,038 shares; 2022Q1: 4,103 shares 4,103 $146K 0.03% +65 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 13 shares; 2020Q4: 32 shares; 2021Q1: 373 shares; 2021Q2: 393 shares; 2021Q3: 393 shares; 2021Q4: 417 shares; 2022Q1: 417 shares 417 $144K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 393 shares; 2020Q4: 393 shares; 2021Q1: 480 shares; 2021Q2: 480 shares; 2021Q3: 558 shares; 2021Q4: 558 shares; 2022Q1: 587 shares 587 $130K 0.03% +29 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; 2020Q2: restricted; 2020Q3: 1,035 shares; 2020Q4: 1,035 shares; 2021Q1: 1,134 shares; 2021Q2: 1,134 shares; 2021Q3: 1,134 shares; 2021Q4: 1,134 shares; 2022Q1: 1,087 shares 1,087 $126K 0.03% -47 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; 2020Q2: restricted; 2020Q3: 3,749 shares; 2020Q4: 3,749 shares; 2021Q1: 3,949 shares; 2021Q2: 4,579 shares; 2021Q3: 4,895 shares; 2021Q4: 5,200 shares; 2022Q1: 7,293 shares 7,293 $123K 0.03% +2,093 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; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $122K 0.03% 0 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 228 shares; 2021Q1: 3,122 shares; 2021Q2: 3,242 shares; 2021Q3: 3,207 shares; 2021Q4: 3,378 shares; 2022Q1: 2,992 shares 2,992 $122K 0.03% -386 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; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 1,575 shares; 2021Q2: 1,675 shares; 2021Q3: 1,675 shares; 2021Q4: 1,964 shares; 2022Q1: 2,254 shares 2,254 $117K 0.03% +290 ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 609 shares; 2021Q2: 659 shares; 2021Q3: 659 shares; 2021Q4: 659 shares; 2022Q1: 645 shares 645 $111K 0.02% -14 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; 2020Q2: restricted; 2020Q3: 6,900 shares; 2020Q4: 6,900 shares; 2021Q1: 6,900 shares; 2021Q2: 6,900 shares; 2021Q3: 6,900 shares; 2021Q4: 6,900 shares; 2022Q1: 6,900 shares 6,900 $111K 0.02% 0 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; 2020Q2: restricted; 2020Q3: 525 shares; 2020Q4: 525 shares; 2021Q1: 525 shares; 2021Q2: 525 shares; 2021Q3: 525 shares; 2021Q4: 525 shares; 2022Q1: 525 shares 525 $97K 0.02% 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; 2020Q2: restricted; 2020Q3: 822 shares; 2020Q4: 822 shares; 2021Q1: 822 shares; 2021Q2: 747 shares; 2021Q3: 750 shares; 2021Q4: 716 shares; 2022Q1: 716 shares 716 $94K 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; 2020Q2: restricted; 2020Q3: 246 shares; 2020Q4: 246 shares; 2021Q1: 246 shares; 2021Q2: 319 shares; 2021Q3: 246 shares; 2021Q4: 246 shares; 2022Q1: 246 shares 246 $87K 0.02% 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; 2020Q2: restricted; 2020Q3: 160 shares; 2020Q4: 160 shares; 2021Q1: 160 shares; 2021Q2: 160 shares; 2021Q3: 170 shares; 2021Q4: 160 shares; 2022Q1: 160 shares 160 $86K 0.02% 0 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; 2020Q2: restricted; 2020Q3: 1,059 shares; 2020Q4: 1,059 shares; 2021Q1: 1,059 shares; 2021Q2: 1,059 shares; 2021Q3: 1,059 shares; 2021Q4: 1,059 shares; 2022Q1: 1,059 shares 1,059 $74K 0.02% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 60 shares; 2021Q2: 60 shares; 2021Q3: 60 shares; 2021Q4: 60 shares; 2022Q1: 60 shares 60 $71K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 178 shares; 2020Q4: 178 shares; 2021Q1: 278 shares; 2021Q2: 278 shares; 2021Q3: 222 shares; 2021Q4: 178 shares; 2022Q1: 192 shares 192 $69K 0.01% +14 Timeline NYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 372 shares; 2021Q2: 625 shares; 2021Q3: 627 shares; 2021Q4: 1,234 shares; 2022Q1: 1,238 shares 1,238 $68K 0.01% +4 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 18 shares; 2020Q4: 18 shares; 2021Q1: 18 shares; 2021Q2: 18 shares; 2021Q3: 170 shares; 2021Q4: 421 shares; 2022Q1: 421 shares 421 $63K 0.01% 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; 2020Q2: restricted; 2020Q3: 1,152 shares; 2020Q4: 1,152 shares; 2021Q1: 1,152 shares; 2021Q2: 1,152 shares; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares; 2022Q1: 1,152 shares 1,152 $61K 0.01% 0 Timeline CIBR 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 41 shares; 2021Q4: 41 shares; 2022Q1: 1,100 shares 1,100 $58K 0.01% +1,059 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; 2020Q2: restricted; 2020Q3: 39,786 shares; 2020Q4: 40,829 shares; 2021Q1: 10,744 shares; 2021Q2: 10,630 shares; 2021Q3: 10,630 shares; 2021Q4: 1,599 shares; 2022Q1: 1,184 shares 1,184 $56K 0.01% -415 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; 2020Q2: restricted; 2020Q3: 45 shares; 2020Q4: 45 shares; 2021Q1: 45 shares; 2021Q2: 45 shares; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 108 shares 108 $55K 0.01% +55 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; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 560 shares; 2021Q1: 1,510 shares; 2021Q2: 1,498 shares; 2021Q3: 656 shares; 2021Q4: 636 shares; 2022Q1: 508 shares 508 $55K 0.01% -128 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; 2020Q2: restricted; 2020Q3: 54,765 shares; 2020Q4: 55,447 shares; 2021Q1: 65,930 shares; 2021Q2: 73,267 shares; 2021Q3: 78,731 shares; 2021Q4: 84,195 shares; 2022Q1: 658 shares 658 $54K 0.01% -83,537 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; 2020Q2: restricted; 2020Q3: 1,223 shares; 2020Q4: 1,223 shares; 2021Q1: 1,223 shares; 2021Q2: 1,123 shares; 2021Q3: 1,123 shares; 2021Q4: 527 shares; 2022Q1: 527 shares 527 $54K 0.01% 0 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; 2020Q2: restricted; 2020Q3: 4,028 shares; 2020Q4: 3,128 shares; 2021Q1: 3,128 shares; 2021Q2: 3,028 shares; 2021Q3: 3,028 shares; 2021Q4: 3,028 shares; 2022Q1: 641 shares 641 $53K 0.01% -2,387 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 242 shares 242 $51K 0.01% new Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 94 shares; 2020Q4: 94 shares; 2021Q1: 94 shares; 2021Q2: 94 shares; 2021Q3: 86 shares; 2021Q4: 86 shares; 2022Q1: 86 shares 86 $51K 0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares; 2021Q2: 5,000 shares; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares; 2022Q1: 5,000 shares 5,000 $50K 0.01% 0 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; 2020Q2: restricted; 2020Q3: 1,281 shares; 2020Q4: 1,281 shares; 2021Q1: 1,281 shares; 2021Q2: 1,281 shares; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares; 2022Q1: 1,281 shares 1,281 $49K 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; 2020Q2: restricted; 2020Q3: 914 shares; 2020Q4: 914 shares; 2021Q1: 914 shares; 2021Q2: 914 shares; 2021Q3: 914 shares; 2021Q4: 914 shares; 2022Q1: 914 shares 914 $47K 0.01% 0 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; 2020Q2: restricted; 2020Q3: 40 shares; 2020Q4: 2,195 shares; 2021Q1: 2,196 shares; 2021Q2: 2,611 shares; 2021Q3: 2,641 shares; 2021Q4: 2,516 shares; 2022Q1: 2,281 shares 2,281 $44K 0.01% -235 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 106 shares; 2020Q4: 106 shares; 2021Q1: 106 shares; 2021Q2: 94 shares; 2021Q3: 103 shares; 2021Q4: 94 shares; 2022Q1: 94 shares 94 $43K 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,671 shares; 2021Q1: 1,671 shares; 2021Q2: 1,671 shares; 2021Q3: 1,671 shares; 2021Q4: 1,671 shares; 2022Q1: 1,671 shares 1,671 $41K 0.01% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 484 shares; 2020Q4: 484 shares; 2021Q1: 334 shares; 2021Q2: 334 shares; 2021Q3: 370 shares; 2021Q4: 334 shares; 2022Q1: 334 shares 334 $40K 0.01% 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,010 shares; 2021Q1: 3,820 shares; 2021Q2: 3,705 shares; 2021Q3: 3,705 shares; 2021Q4: 3,530 shares; 2022Q1: 2,680 shares 2,680 $37K 0.01% -850 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 425 shares; 2021Q1: 425 shares; 2021Q2: 638 shares; 2021Q3: 638 shares; 2021Q4: 425 shares; 2022Q1: 425 shares 425 $36K 0.01% 0 Timeline BUNGE LTD BUNGE LTD More: the full row for BUNGE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 303 shares 303 $34K 0.01% new MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $33K 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; 2020Q2: restricted; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares; 2021Q2: 924 shares; 2021Q3: 924 shares; 2021Q4: 924 shares; 2022Q1: 924 shares 924 $32K 0.01% 0 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 355 shares; 2020Q4: 355 shares; 2021Q1: 355 shares; 2021Q2: 355 shares; 2021Q3: 355 shares; 2021Q4: 355 shares; 2022Q1: 355 shares 355 $30K 0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 70 shares; 2021Q1: 70 shares; 2021Q2: 70 shares; 2021Q3: 70 shares; 2021Q4: 70 shares; 2022Q1: 70 shares 70 $29K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 514 shares; 2022Q1: 514 shares 514 $29K 0.01% 0 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; 2020Q2: restricted; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: 340 shares; 2022Q1: 340 shares 340 $28K 0.01% 0 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 90 shares; 2021Q2: 90 shares; 2021Q3: 102 shares; 2021Q4: 102 shares; 2022Q1: 90 shares 90 $27K 0.01% -12 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 207 shares; 2021Q2: 208 shares; 2021Q3: 209 shares; 2021Q4: 209 shares; 2022Q1: 631 shares 631 $26K 0.01% +422 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; 2020Q2: restricted; 2020Q3: 25 shares; 2020Q4: 25 shares; 2021Q1: 35 shares; 2021Q2: 105 shares; 2021Q3: 105 shares; 2021Q4: 105 shares; 2022Q1: 105 shares 105 $26K 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 375 shares; 2021Q2: 277 shares; 2021Q3: 277 shares; 2021Q4: 280 shares; 2022Q1: 282 shares 282 $26K 0.01% +2 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 102 shares; 2021Q2: 102 shares; 2021Q3: 103 shares; 2021Q4: 103 shares; 2022Q1: 104 shares 104 $24K 0.01% +1 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 2,300 shares; 2021Q3: 2,300 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $24K 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; 2020Q2: restricted; 2020Q3: 1,431 shares; 2020Q4: 1,431 shares; 2021Q1: 1,431 shares; 2021Q2: 1,431 shares; 2021Q3: 1,431 shares; 2021Q4: 1,431 shares; 2022Q1: 1,431 shares 1,431 $24K 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; 2020Q2: restricted; 2020Q3: 111 shares; 2020Q4: 111 shares; 2021Q1: 111 shares; 2021Q2: 111 shares; 2021Q3: 111 shares; 2021Q4: 111 shares; 2022Q1: 111 shares 111 $24K 0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 883 shares; 2021Q4: 955 shares; 2022Q1: 955 shares 955 $24K 0.01% 0 SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 58 shares; 2021Q1: 147 shares; 2021Q2: 142 shares; 2021Q3: 173 shares; 2021Q4: 173 shares; 2022Q1: 100 shares 100 $23K <0.01% -73 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; 2020Q2: restricted; 2020Q3: 1,647 shares; 2020Q4: 1,660 shares; 2021Q1: 1,105 shares; 2021Q2: 1,327 shares; 2021Q3: 930 shares; 2021Q4: 930 shares; 2022Q1: 930 shares 930 $22K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 60 shares; 2021Q2: 60 shares; 2021Q3: 360 shares; 2021Q4: 361 shares; 2022Q1: 361 shares 361 $22K <0.01% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 127 shares; 2020Q4: 227 shares; 2021Q1: 227 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 135 shares; 2022Q1: 150 shares 150 $22K <0.01% +15 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $22K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 145 shares; 2021Q2: 215 shares; 2021Q3: 215 shares; 2021Q4: 274 shares; 2022Q1: 215 shares 215 $22K <0.01% -59 Timeline SSO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 163 shares; 2021Q4: 163 shares; 2022Q1: 327 shares 327 $21K <0.01% +164 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 165 shares; 2021Q2: 165 shares; 2021Q3: 165 shares; 2021Q4: 165 shares; 2022Q1: 165 shares 165 $21K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $21K <0.01% 0 Timeline CALY CALLAWAY GOLF CO More: the full row for CALLAWAY GOLF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 917 shares; 2022Q1: 917 shares 917 $21K <0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 125 shares; 2021Q3: 75 shares; 2021Q4: 76 shares; 2022Q1: 221 shares 221 $20K <0.01% +145 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 26 shares; 2021Q3: 29 shares; 2021Q4: 26 shares; 2022Q1: 26 shares 26 $20K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 174 shares; 2020Q4: 174 shares; 2021Q1: 313 shares; 2021Q2: 213 shares; 2021Q3: 142 shares; 2021Q4: 143 shares; 2022Q1: 169 shares 169 $19K <0.01% +26 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; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 115 shares; 2021Q1: 125 shares; 2021Q2: 161 shares; 2021Q3: 161 shares; 2021Q4: 408 shares; 2022Q1: 448 shares 448 $19K <0.01% +40 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; 2020Q2: restricted; 2020Q3: 765 shares; 2020Q4: 765 shares; 2021Q1: 765 shares; 2021Q2: 765 shares; 2021Q3: 765 shares; 2021Q4: 765 shares; 2022Q1: 1,015 shares 1,015 $19K <0.01% +250 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $19K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 152 shares; 2021Q3: 152 shares; 2021Q4: 152 shares; 2022Q1: 152 shares 152 $18K <0.01% 0 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 448 shares; 2022Q1: 448 shares 448 $17K <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; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $17K <0.01% 0 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $17K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 133 shares; 2021Q2: 133 shares; 2021Q3: 133 shares; 2021Q4: 133 shares; 2022Q1: 133 shares 133 $16K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 715 shares; 2021Q3: 715 shares; 2021Q4: 715 shares; 2022Q1: 715 shares 715 $16K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 66 shares; 2020Q4: 156 shares; 2021Q1: 218 shares; 2021Q2: 322 shares; 2021Q3: 254 shares; 2021Q4: 367 shares; 2022Q1: 204 shares 204 $15K <0.01% -163 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 40 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $14K <0.01% 0 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 196 shares; 2022Q1: 197 shares 197 $14K <0.01% +1 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 293 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 138 shares; 2022Q1: 275 shares 275 $13K <0.01% +137 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 37 shares; 2021Q4: 38 shares; 2022Q1: 38 shares 38 $13K <0.01% 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; 2020Q2: restricted; 2020Q3: 180 shares; 2020Q4: 130 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 182 shares; 2021Q4: 145 shares; 2022Q1: 105 shares 105 $13K <0.01% -40 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 101 shares; 2021Q2: 101 shares; 2021Q3: 66 shares; 2021Q4: 66 shares; 2022Q1: 66 shares 66 $12K <0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 400 shares; 2022Q1: 300 shares 300 $12K <0.01% -100 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 35 shares; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $12K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 75 shares; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares 75 $12K <0.01% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 280 shares 280 $11K <0.01% new 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 53 shares; 2021Q4: 33 shares; 2022Q1: 33 shares 33 $11K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 510 shares 510 $11K <0.01% new Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 260 shares; 2020Q4: 260 shares; 2021Q1: 260 shares; 2021Q2: 130 shares; 2021Q3: 189 shares; 2021Q4: 189 shares; 2022Q1: 130 shares 130 $11K <0.01% -59 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 265 shares; 2021Q2: 265 shares; 2021Q3: 188 shares; 2021Q4: 188 shares; 2022Q1: 188 shares 188 $11K <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; 2020Q2: restricted; 2020Q3: 538 shares; 2020Q4: 563 shares; 2021Q1: 563 shares; 2021Q2: 526 shares; 2021Q3: 526 shares; 2021Q4: 526 shares; 2022Q1: 526 shares 526 $11K <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; 2020Q2: restricted; 2020Q3: 489 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $10K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 91 shares; 2021Q2: 91 shares; 2021Q3: 91 shares; 2021Q4: 117 shares; 2022Q1: 91 shares 91 $10K <0.01% -26 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 62 shares; 2021Q2: 62 shares; 2021Q3: 62 shares; 2021Q4: 62 shares; 2022Q1: 62 shares 62 $10K <0.01% 0 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 123 shares 123 $10K <0.01% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $10K <0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 124 shares; 2021Q1: 124 shares; 2021Q2: 124 shares; 2021Q3: 124 shares; 2021Q4: 387 shares; 2022Q1: 124 shares 124 $9K <0.01% -263 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; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 206 shares; 2021Q4: 206 shares; 2022Q1: 206 shares 206 $9K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 452 shares; 2021Q2: 452 shares; 2021Q3: 452 shares; 2021Q4: 375 shares; 2022Q1: 375 shares 375 $9K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 550 shares; 2021Q4: 800 shares; 2022Q1: 910 shares 910 $9K <0.01% +110 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 64 shares; 2021Q4: 64 shares; 2022Q1: 55 shares 55 $9K <0.01% -9 Timeline ASAN ASANA INC More: the full row for ASANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 230 shares; 2021Q1: 230 shares; 2021Q2: 230 shares; 2021Q3: 230 shares; 2021Q4: 272 shares; 2022Q1: 230 shares 230 $9K <0.01% -42 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 461 shares; 2020Q4: 256 shares; 2021Q1: 816 shares; 2021Q2: 816 shares; 2021Q3: 816 shares; 2021Q4: 816 shares; 2022Q1: 861 shares 861 $9K <0.01% +45 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; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 51 shares; 2021Q1: 256 shares; 2021Q2: 258 shares; 2021Q3: 260 shares; 2021Q4: 178 shares; 2022Q1: 126 shares 126 $8K <0.01% -52 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $8K <0.01% 0 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 75 shares; 2022Q1: 75 shares 75 $8K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 15 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares; 2021Q3: 65 shares; 2021Q4: 65 shares; 2022Q1: 65 shares 65 $8K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $8K <0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares; 2021Q3: 27 shares; 2021Q4: 167 shares; 2022Q1: 27 shares 27 $7K <0.01% -140 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 184 shares; 2021Q3: 184 shares; 2021Q4: 184 shares; 2022Q1: 184 shares 184 $7K <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; 2020Q2: restricted; 2020Q3: 215 shares; 2020Q4: 215 shares; 2021Q1: 215 shares; 2021Q2: 215 shares; 2021Q3: 215 shares; 2021Q4: 215 shares; 2022Q1: 165 shares 165 $7K <0.01% -50 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $7K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 254 shares; 2022Q1: 254 shares 254 $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; 2020Q2: restricted; 2020Q3: 137 shares; 2020Q4: 137 shares; 2021Q1: 137 shares; 2021Q2: 137 shares; 2021Q3: 137 shares; 2021Q4: 137 shares; 2022Q1: 137 shares 137 $7K <0.01% 0 Timeline BBHY 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 135 shares; 2022Q1: 135 shares 135 $7K <0.01% 0 Timeline POWW OUTDOOR HOLDING CO More: the full row for OUTDOOR HOLDING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,500 shares 1,500 $7K <0.01% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 86 shares; 2020Q4: 86 shares; 2021Q1: 190 shares; 2021Q2: 191 shares; 2021Q3: 192 shares; 2021Q4: 37 shares; 2022Q1: 37 shares 37 $6K <0.01% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10 shares; 2021Q4: 10 shares; 2022Q1: 20 shares 20 $6K <0.01% +10 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 312 shares; 2020Q4: 312 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $6K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $6K <0.01% 0 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 80 shares; 2022Q1: 120 shares 120 $6K <0.01% +40 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 109 shares; 2021Q4: 109 shares; 2022Q1: 109 shares 109 $6K <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; 2020Q2: restricted; 2020Q3: 162 shares; 2020Q4: 162 shares; 2021Q1: 162 shares; 2021Q2: 162 shares; 2021Q3: 162 shares; 2021Q4: 162 shares; 2022Q1: 162 shares 162 $6K <0.01% 0 Timeline LUMINAR TECHNOLOGIES INC LUMINAR TECHNOLOGIES INC More: the full row for LUMINAR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 400 shares 400 $6K <0.01% new GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 50 shares 50 $5K <0.01% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 147 shares; 2021Q2: 46 shares; 2021Q3: 46 shares; 2021Q4: 46 shares; 2022Q1: 46 shares 46 $5K <0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $5K <0.01% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 45 shares 45 $5K <0.01% new Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 60 shares; 2022Q1: 61 shares 61 $5K <0.01% +1 Timeline 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; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: 80 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 80 shares 80 $5K <0.01% -120 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; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 4,200 shares; 2021Q2: 4,200 shares; 2021Q3: 4,200 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $5K <0.01% 0 Timeline NEW YORK CITY REIT INC NEW YORK CITY REIT INC More: the full row for NEW YORK CITY REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 780 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 390 shares; 2021Q4: 390 shares; 2022Q1: 390 shares 390 $5K <0.01% 0 XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 50 shares 50 $4K <0.01% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 8 shares; 2021Q4: not reported; 2022Q1: 10 shares 10 $4K <0.01% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11 shares 11 $4K <0.01% new Timeline 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 32 shares; 2021Q1: 32 shares; 2021Q2: 32 shares; 2021Q3: 32 shares; 2021Q4: 32 shares; 2022Q1: 32 shares 32 $4K <0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 765 shares; 2021Q2: 765 shares; 2021Q3: 765 shares; 2021Q4: 720 shares; 2022Q1: 60 shares 60 $4K <0.01% -660 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; 2020Q2: restricted; 2020Q3: 75 shares; 2020Q4: 170 shares; 2021Q1: 205 shares; 2021Q2: 240 shares; 2021Q3: 240 shares; 2021Q4: 240 shares; 2022Q1: 75 shares 75 $4K <0.01% -165 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; 2020Q2: restricted; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 650 shares; 2021Q3: 650 shares; 2021Q4: 650 shares; 2022Q1: 650 shares 650 $4K <0.01% 0 Timeline CF ACQUISITION CORP VI CF ACQUISITION CORP VI More: the full row for CF ACQUISITION CORP VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 369 shares; 2022Q1: 369 shares 369 $4K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $4K <0.01% 0 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 46 shares; 2021Q1: 46 shares; 2021Q2: 46 shares; 2021Q3: 46 shares; 2021Q4: 46 shares; 2022Q1: 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 29 shares; 2021Q1: 29 shares; 2021Q2: 29 shares; 2021Q3: 29 shares; 2021Q4: 387 shares; 2022Q1: 29 shares 29 $3K <0.01% -358 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $3K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 528 shares; 2021Q1: 528 shares; 2021Q2: 269 shares; 2021Q3: 269 shares; 2021Q4: 269 shares; 2022Q1: 111 shares 111 $3K <0.01% -158 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 60 shares; 2021Q3: 60 shares; 2021Q4: 141 shares; 2022Q1: 141 shares 141 $3K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 45 shares; 2021Q3: 45 shares; 2021Q4: 45 shares; 2022Q1: 45 shares 45 $3K <0.01% 0 Timeline 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; 2020Q2: restricted; 2020Q3: 24 shares; 2020Q4: 40 shares; 2021Q1: 40 shares; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $3K <0.01% 0 TUYA TUYA INC More: the full row for TUYA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 778 shares; 2021Q2: 943 shares; 2021Q3: 943 shares; 2021Q4: 943 shares; 2022Q1: 943 shares 943 $3K <0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 57 shares; 2021Q2: 57 shares; 2021Q3: 57 shares; 2021Q4: 57 shares; 2022Q1: 57 shares 57 $3K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $3K <0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $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; 2020Q2: restricted; 2020Q3: 3 shares; 2020Q4: 3 shares; 2021Q1: 3 shares; 2021Q2: 3 shares; 2021Q3: 3 shares; 2021Q4: 3 shares; 2022Q1: 3 shares 3 $2K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 69 shares; 2021Q4: 97 shares; 2022Q1: 28 shares 28 $2K <0.01% -69 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; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares; 2022Q1: 10 shares 10 $2K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $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; 2020Q2: restricted; 2020Q3: 11 shares; 2020Q4: 7 shares; 2021Q1: 7 shares; 2021Q2: 7 shares; 2021Q3: 7 shares; 2021Q4: 7 shares; 2022Q1: 13 shares 13 $2K <0.01% +6 Timeline FUBO FUBOTV INC More: the full row for FUBOTV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 175 shares; 2021Q1: 275 shares; 2021Q2: 275 shares; 2021Q3: 275 shares; 2021Q4: 410 shares; 2022Q1: 275 shares 275 $2K <0.01% -135 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 30 shares; 2021Q3: 30 shares; 2021Q4: 30 shares; 2022Q1: 30 shares 30 $2K <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; 2020Q2: restricted; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $2K <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; 2020Q2: restricted; 2020Q3: 500 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 80 shares; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $2K <0.01% 0 Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 41 shares; 2021Q4: 41 shares; 2022Q1: 23 shares 23 $2K <0.01% -18 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $2K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,955 shares; 2021Q1: 1,955 shares; 2021Q2: 1,955 shares; 2021Q3: 1,955 shares; 2021Q4: 1,955 shares; 2022Q1: 1,955 shares 1,955 $2K <0.01% 0 AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 39 shares; 2021Q4: 39 shares; 2022Q1: 10 shares 10 $1K <0.01% -29 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5 shares; 2021Q3: 5 shares; 2021Q4: 5 shares; 2022Q1: 5 shares 5 $1K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares; 2021Q3: 14 shares; 2021Q4: 14 shares; 2022Q1: 14 shares 14 $1K <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; 2020Q2: restricted; 2020Q3: 12 shares; 2020Q4: 12 shares; 2021Q1: 12 shares; 2021Q2: 12 shares; 2021Q3: 12 shares; 2021Q4: 12 shares; 2022Q1: 12 shares 12 $1K <0.01% 0 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10 shares 10 $1K <0.01% new 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 25 shares; 2021Q4: 25 shares; 2022Q1: 25 shares 25 $1K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 5 shares; 2020Q4: 5 shares; 2021Q1: 5 shares; 2021Q2: 5 shares; 2021Q3: 5 shares; 2021Q4: 5 shares; 2022Q1: 5 shares 5 $1K <0.01% 0 Timeline SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 158 shares; 2022Q1: 158 shares 158 $1K <0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 20 shares; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares 20 $1K <0.01% 0 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 130 shares; 2021Q3: 130 shares; 2021Q4: 130 shares; 2022Q1: 130 shares 130 $1K <0.01% 0 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; 2020Q2: restricted; 2020Q3: 527 shares; 2020Q4: 27 shares; 2021Q1: 27 shares; 2021Q2: 27 shares; 2021Q3: 27 shares; 2021Q4: 27 shares; 2022Q1: 27 shares 27 $1K <0.01% 0 Timeline VGFCQ THE VERY GOOD FOOD CO INC More: the full row for THE VERY GOOD FOOD CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $1K <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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 57 shares; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 2 shares 2 $0 0% 0 Value filed as zero, left out of ratios. Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 54 shares; 2021Q3: 1 shares; 2021Q4: 1 shares; 2022Q1: 1 shares 1 $0 0% 0 Value filed as zero, left out of ratios. Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4 shares; 2021Q2: 4 shares; 2021Q3: 4 shares; 2021Q4: 164 shares; 2022Q1: 4 shares 4 $0 0% -160 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; 2020Q2: restricted; 2020Q3: 2 shares; 2020Q4: 2 shares; 2021Q1: 2 shares; 2021Q2: 2 shares; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 2 shares 2 $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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 1 shares; 2021Q4: 1 shares; 2022Q1: 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 1 shares; 2021Q4: 1 shares; 2022Q1: 1 shares 1 $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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1 shares; 2021Q2: 1 shares; 2021Q3: 60 shares; 2021Q4: 60 shares; 2022Q1: 1 shares 1 $0 0% -59 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4 shares; 2021Q1: 4 shares; 2021Q2: 219 shares; 2021Q3: 4 shares; 2021Q4: 4 shares; 2022Q1: 4 shares 4 $0 0% 0 Value filed as zero, left out of ratios. Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6 shares; 2022Q1: 6 shares 6 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: 50 shares; 2020Q4: 25 shares; 2021Q1: 25 shares; 2021Q2: 25 shares; 2021Q3: 25 shares; 2021Q4: not reported; 2022Q1: 10 shares 10 $0 0% new 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 40 shares; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: 14 shares; 2020Q4: 14 shares; 2021Q1: 14 shares; 2021Q2: 14 shares; 2021Q3: 14 shares; 2021Q4: 14 shares; 2022Q1: 14 shares 14 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: 130 shares; 2020Q4: 65 shares; 2021Q1: 65 shares; 2021Q2: 65 shares; 2021Q3: 65 shares; 2021Q4: 65 shares; 2022Q1: 65 shares 65 $0 0% 0 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; 2020Q2: restricted; 2020Q3: 10 shares; 2020Q4: 10 shares; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares; 2022Q1: 10 shares 10 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares; 2021Q2: 83 shares; 2021Q3: 83 shares; 2021Q4: 83 shares; 2022Q1: 83 shares 83 $0 0% 0 Value filed as zero, left out of ratios. METROMILE INC METROMILE INC More: the full row for METROMILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 130 shares; 2021Q2: 130 shares; 2021Q3: 130 shares; 2021Q4: 130 shares; 2022Q1: 130 shares 130 $0 0% 0 Value filed as zero, left out of ratios. 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; 2020Q2: restricted; 2020Q3: 181 shares; 2020Q4: 181 shares; 2021Q1: 181 shares; 2021Q2: 181 shares; 2021Q3: 181 shares; 2021Q4: 181 shares; 2022Q1: 91 shares 91 $0 0% -90 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; 2020Q2: restricted; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares; 2021Q1: 1,950 shares; 2021Q2: 1,950 shares; 2021Q3: 1,950 shares; 2021Q4: 1,950 shares; 2022Q1: 1,950 shares 1,950 $0 0% 0 Value filed as zero, left out of ratios.