EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 497,081 shares; 2020Q2: 497,923 shares; 2020Q3: 503,668 shares; 2020Q4: 504,831 shares; 2021Q1: 370,340 shares; 2021Q2: 363,527 shares; 2021Q3: 360,173 shares; 2021Q4: 361,821 shares 361,821 $39.9M 3.15% +1,648 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 124,642 shares; 2020Q2: 118,552 shares; 2020Q3: 116,748 shares; 2020Q4: 101,731 shares; 2021Q1: 98,372 shares; 2021Q2: 102,048 shares; 2021Q3: 102,280 shares; 2021Q4: 110,335 shares 110,335 $37.4M 2.95% +8,055 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 87,000 shares; 2020Q2: 108,452 shares; 2020Q3: 117,979 shares; 2020Q4: 129,126 shares; 2021Q1: 139,488 shares; 2021Q2: 146,789 shares; 2021Q3: 150,524 shares; 2021Q4: 150,620 shares 150,620 $36.5M 2.87% +96 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 68,275 shares; 2020Q2: 70,119 shares; 2020Q3: 72,223 shares; 2020Q4: 67,405 shares; 2021Q1: 69,907 shares; 2021Q2: 70,153 shares; 2021Q3: 69,489 shares; 2021Q4: 72,736 shares 72,736 $34.8M 2.74% +3,247 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 358,494 shares; 2020Q2: 359,053 shares; 2020Q3: 380,363 shares; 2020Q4: 396,597 shares; 2021Q1: 405,891 shares; 2021Q2: 411,716 shares; 2021Q3: 422,807 shares; 2021Q4: 415,893 shares 415,893 $32.8M 2.58% -6,914 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 40,820 shares; 2020Q2: 39,569 shares; 2020Q3: 154,319 shares; 2020Q4: 147,113 shares; 2021Q1: 156,840 shares; 2021Q2: 164,390 shares; 2021Q3: 168,575 shares; 2021Q4: 166,992 shares 166,992 $29.8M 2.35% -1,583 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 347,702 shares; 2020Q2: not reported; 2020Q3: 389,702 shares; 2020Q4: 397,645 shares; 2021Q1: 412,331 shares; 2021Q2: 437,908 shares; 2021Q3: 455,226 shares; 2021Q4: 465,022 shares 465,022 $29.6M 2.33% +9,796 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 98,659 shares; 2020Q2: not reported; 2020Q3: 102,033 shares; 2020Q4: 90,881 shares; 2021Q1: 90,360 shares; 2021Q2: 86,311 shares; 2021Q3: 82,863 shares; 2021Q4: 91,817 shares 91,817 $28.2M 2.22% +8,954 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 163,054 shares; 2020Q2: 158,804 shares; 2020Q3: 157,694 shares; 2020Q4: 152,993 shares; 2021Q1: 152,708 shares; 2021Q2: 155,330 shares; 2021Q3: 158,049 shares; 2021Q4: 157,842 shares 157,842 $22.6M 1.78% -207 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; 2020Q1: 32,979 shares; 2020Q2: 56,376 shares; 2020Q3: 58,004 shares; 2020Q4: 58,322 shares; 2021Q1: 60,742 shares; 2021Q2: 62,620 shares; 2021Q3: 64,189 shares; 2021Q4: 68,208 shares 68,208 $20.5M 1.61% +4,019 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; 2020Q1: 303,908 shares; 2020Q2: 302,208 shares; 2020Q3: 300,637 shares; 2020Q4: 298,595 shares; 2021Q1: 304,867 shares; 2021Q2: 306,413 shares; 2021Q3: 304,616 shares; 2021Q4: 298,912 shares 298,912 $19M 1.5% -5,704 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 89,849 shares; 2020Q2: 85,534 shares; 2020Q3: 85,254 shares; 2020Q4: 82,911 shares; 2021Q1: 81,834 shares; 2021Q2: 81,061 shares; 2021Q3: 79,553 shares; 2021Q4: 78,413 shares 78,413 $18.2M 1.43% -1,140 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 295,906 shares; 2020Q2: 290,290 shares; 2020Q3: 285,736 shares; 2020Q4: 280,250 shares; 2021Q1: 292,729 shares; 2021Q2: 294,595 shares; 2021Q3: 292,959 shares; 2021Q4: 300,244 shares 300,244 $17.5M 1.38% +7,285 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 63,774 shares; 2020Q2: 60,873 shares; 2020Q3: 58,857 shares; 2020Q4: 48,327 shares; 2021Q1: 40,809 shares; 2021Q2: 40,552 shares; 2021Q3: 39,970 shares; 2021Q4: 39,027 shares 39,027 $16.7M 1.31% -943 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 308,431 shares; 2020Q2: 299,670 shares; 2020Q3: 308,584 shares; 2020Q4: 315,894 shares; 2021Q1: 314,383 shares; 2021Q2: 317,917 shares; 2021Q3: 325,048 shares; 2021Q4: 320,911 shares 320,911 $16.6M 1.31% -4,137 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; 2020Q1: 154,705 shares; 2020Q2: 145,977 shares; 2020Q3: 143,087 shares; 2020Q4: 152,073 shares; 2021Q1: 151,847 shares; 2021Q2: 151,458 shares; 2021Q3: 151,859 shares; 2021Q4: 151,778 shares 151,778 $15.7M 1.24% -81 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 66,480 shares; 2020Q2: 73,500 shares; 2020Q3: 75,710 shares; 2020Q4: 76,650 shares; 2021Q1: 76,550 shares; 2021Q2: 76,345 shares; 2021Q3: 75,216 shares; 2021Q4: 70,516 shares 70,516 $15.5M 1.22% -4,700 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 27,274 shares; 2020Q2: 25,846 shares; 2020Q3: 25,891 shares; 2020Q4: 26,932 shares; 2021Q1: 29,879 shares; 2021Q2: 29,904 shares; 2021Q3: 29,594 shares; 2021Q4: 29,958 shares 29,958 $15.5M 1.22% +364 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 258,279 shares; 2020Q2: not reported; 2020Q3: 224,438 shares; 2020Q4: 221,672 shares; 2021Q1: 226,791 shares; 2021Q2: 223,854 shares; 2021Q3: 229,962 shares; 2021Q4: 254,464 shares 254,464 $15.5M 1.22% +24,502 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; 2020Q1: 40,909 shares; 2020Q2: 36,323 shares; 2020Q3: 35,966 shares; 2020Q4: 34,795 shares; 2021Q1: 34,353 shares; 2021Q2: 33,938 shares; 2021Q3: 32,298 shares; 2021Q4: 31,908 shares 31,908 $15.2M 1.2% -390 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 70,468 shares; 2020Q2: 68,262 shares; 2020Q3: 67,167 shares; 2020Q4: 64,643 shares; 2021Q1: 64,291 shares; 2021Q2: 65,294 shares; 2021Q3: 66,244 shares; 2021Q4: 66,944 shares 66,944 $15.2M 1.19% +700 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; 2020Q1: 87,037 shares; 2020Q2: 86,926 shares; 2020Q3: 86,926 shares; 2020Q4: 82,900 shares; 2021Q1: 83,184 shares; 2021Q2: 86,027 shares; 2021Q3: 85,495 shares; 2021Q4: 89,799 shares 89,799 $14.6M 1.15% +4,304 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,170 shares; 2020Q2: 5,022 shares; 2020Q3: 5,043 shares; 2020Q4: 4,864 shares; 2021Q1: 5,029 shares; 2021Q2: 5,217 shares; 2021Q3: 4,957 shares; 2021Q4: 5,000 shares 5,000 $14.6M 1.15% +43 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 162,480 shares; 2020Q2: 233,749 shares; 2020Q3: 230,471 shares; 2020Q4: 235,872 shares; 2021Q1: 244,747 shares; 2021Q2: 247,020 shares; 2021Q3: 246,819 shares; 2021Q4: 250,540 shares 250,540 $14.5M 1.14% +3,721 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 22,772 shares; 2020Q2: 22,629 shares; 2020Q3: 22,072 shares; 2020Q4: 21,994 shares; 2021Q1: 21,783 shares; 2021Q2: 21,721 shares; 2021Q3: 21,649 shares; 2021Q4: 21,216 shares 21,216 $14.1M 1.11% -433 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 129,397 shares; 2020Q2: 134,976 shares; 2020Q3: 125,417 shares; 2020Q4: 124,270 shares; 2021Q1: 126,675 shares; 2021Q2: 125,186 shares; 2021Q3: 121,269 shares; 2021Q4: 121,876 shares 121,876 $13.6M 1.08% +607 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; 2020Q1: 19,091 shares; 2020Q2: 17,456 shares; 2020Q3: 17,327 shares; 2020Q4: 15,630 shares; 2021Q1: 16,128 shares; 2021Q2: 17,208 shares; 2021Q3: 19,194 shares; 2021Q4: 19,463 shares 19,463 $13M 1.02% +269 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 110,549 shares; 2020Q2: 108,112 shares; 2020Q3: 105,568 shares; 2020Q4: 105,478 shares; 2021Q1: 107,239 shares; 2021Q2: 110,072 shares; 2021Q3: 108,404 shares; 2021Q4: 109,807 shares 109,807 $12.9M 1.02% +1,403 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 53,147 shares; 2020Q2: not reported; 2020Q3: 49,476 shares; 2020Q4: 54,036 shares; 2021Q1: 61,818 shares; 2021Q2: 66,620 shares; 2021Q3: 71,028 shares; 2021Q4: 76,205 shares 76,205 $12.8M 1.01% +5,177 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 32,204 shares; 2020Q2: not reported; 2020Q3: 41,049 shares; 2020Q4: 46,698 shares; 2021Q1: 45,953 shares; 2021Q2: 50,092 shares; 2021Q3: 50,511 shares; 2021Q4: 57,073 shares 57,073 $12.7M 1% +6,562 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 146,971 shares; 2020Q3: 143,284 shares; 2020Q4: 139,705 shares; 2021Q1: 145,947 shares; 2021Q2: 148,035 shares; 2021Q3: 147,985 shares; 2021Q4: 146,595 shares 146,595 $12.6M 0.99% -1,390 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; 2020Q1: 74,744 shares; 2020Q2: 72,366 shares; 2020Q3: 69,146 shares; 2020Q4: 58,828 shares; 2021Q1: 58,611 shares; 2021Q2: 58,518 shares; 2021Q3: 58,388 shares; 2021Q4: 57,831 shares 57,831 $12.4M 0.97% -557 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 55,743 shares; 2020Q2: 54,091 shares; 2020Q3: 53,451 shares; 2020Q4: 52,258 shares; 2021Q1: 52,643 shares; 2021Q2: 53,088 shares; 2021Q3: 52,682 shares; 2021Q4: 54,455 shares 54,455 $11.9M 0.94% +1,773 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; 2020Q1: 50,822 shares; 2020Q2: 70,343 shares; 2020Q3: 69,402 shares; 2020Q4: 70,096 shares; 2021Q1: 70,507 shares; 2021Q2: 70,051 shares; 2021Q3: 68,337 shares; 2021Q4: 69,523 shares 69,523 $11.9M 0.94% +1,186 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,472 shares; 2020Q2: 173,142 shares; 2020Q3: 173,129 shares; 2020Q4: 172,424 shares; 2021Q1: 175,538 shares; 2021Q2: 177,508 shares; 2021Q3: 173,384 shares; 2021Q4: 187,873 shares 187,873 $11.5M 0.91% +14,489 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 128,188 shares; 2020Q2: 121,368 shares; 2020Q3: 117,543 shares; 2020Q4: 111,800 shares; 2021Q1: 110,091 shares; 2021Q2: 108,821 shares; 2021Q3: 107,202 shares; 2021Q4: 105,381 shares 105,381 $11.1M 0.88% -1,821 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 176,727 shares; 2020Q2: 168,336 shares; 2020Q3: 164,416 shares; 2020Q4: 157,832 shares; 2021Q1: 157,161 shares; 2021Q2: 157,553 shares; 2021Q3: 156,982 shares; 2021Q4: 155,118 shares 155,118 $10.4M 0.82% -1,864 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; 2020Q1: 114,738 shares; 2020Q2: 112,777 shares; 2020Q3: 111,710 shares; 2020Q4: 113,312 shares; 2021Q1: 120,499 shares; 2021Q2: 127,050 shares; 2021Q3: 128,640 shares; 2021Q4: 132,209 shares 132,209 $10.2M 0.8% +3,569 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 111,348 shares; 2020Q2: 103,074 shares; 2020Q3: 99,584 shares; 2020Q4: 94,901 shares; 2021Q1: 95,401 shares; 2021Q2: 95,308 shares; 2021Q3: 94,291 shares; 2021Q4: 93,430 shares 93,430 $10.2M 0.8% -861 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 130,119 shares; 2020Q2: 127,077 shares; 2020Q3: 125,162 shares; 2020Q4: 121,828 shares; 2021Q1: 121,076 shares; 2021Q2: 121,293 shares; 2021Q3: 120,918 shares; 2021Q4: 119,492 shares 119,492 $10M 0.79% -1,426 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; 2020Q1: 72,159 shares; 2020Q2: 69,754 shares; 2020Q3: 67,897 shares; 2020Q4: 78,439 shares; 2021Q1: 77,759 shares; 2021Q2: 76,105 shares; 2021Q3: 74,509 shares; 2021Q4: 73,514 shares 73,514 $9.84M 0.78% -995 Timeline FHI FEDERATED HERMES INC More: the full row for FEDERATED HERMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 230,402 shares; 2020Q2: 261,087 shares; 2020Q3: 255,022 shares; 2020Q4: 267,572 shares; 2021Q1: 269,044 shares; 2021Q2: 267,516 shares; 2021Q3: 261,243 shares; 2021Q4: 259,720 shares 259,720 $9.8M 0.77% -1,523 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 66,350 shares; 2020Q2: 63,043 shares; 2020Q3: 61,343 shares; 2020Q4: 60,916 shares; 2021Q1: 60,392 shares; 2021Q2: 60,385 shares; 2021Q3: 57,560 shares; 2021Q4: 56,848 shares 56,848 $9.74M 0.77% -712 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; 2020Q1: 276,318 shares; 2020Q2: 272,767 shares; 2020Q3: 281,345 shares; 2020Q4: 417,785 shares; 2021Q1: 450,892 shares; 2021Q2: 463,575 shares; 2021Q3: 486,048 shares; 2021Q4: 390,640 shares 390,640 $9.68M 0.76% -95,408 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 52,425 shares; 2020Q2: 52,518 shares; 2020Q3: 53,016 shares; 2020Q4: 49,760 shares; 2021Q1: 49,574 shares; 2021Q2: 51,126 shares; 2021Q3: 52,686 shares; 2021Q4: 55,684 shares 55,684 $9.6M 0.76% +2,998 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 118,218 shares; 2020Q2: 113,299 shares; 2020Q3: 110,052 shares; 2020Q4: 126,175 shares; 2021Q1: 127,592 shares; 2021Q2: 127,167 shares; 2021Q3: 125,934 shares; 2021Q4: 124,002 shares 124,002 $9.15M 0.72% -1,932 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; 2020Q1: 23,679 shares; 2020Q2: 22,887 shares; 2020Q3: 22,697 shares; 2020Q4: 82,564 shares; 2021Q1: 86,135 shares; 2021Q2: 90,199 shares; 2021Q3: 96,396 shares; 2021Q4: 98,399 shares 98,399 $9.13M 0.72% +2,003 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 41,031 shares; 2021Q2: 41,981 shares; 2021Q3: 43,401 shares; 2021Q4: 45,167 shares 45,167 $9.08M 0.72% +1,766 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; 2020Q1: 1,634 shares; 2020Q2: 1,710 shares; 2020Q3: 1,770 shares; 2020Q4: 1,863 shares; 2021Q1: 2,072 shares; 2021Q2: 2,415 shares; 2021Q3: 2,597 shares; 2021Q4: 2,589 shares 2,589 $8.73M 0.69% -8 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; 2020Q1: 53,458 shares; 2020Q2: 53,249 shares; 2020Q3: 52,950 shares; 2020Q4: 52,437 shares; 2021Q1: 52,080 shares; 2021Q2: 54,750 shares; 2021Q3: 55,954 shares; 2021Q4: 55,919 shares 55,919 $8.72M 0.69% -35 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,723 shares; 2020Q2: 4,458 shares; 2020Q3: 24,562 shares; 2020Q4: 25,205 shares; 2021Q1: 25,778 shares; 2021Q2: 26,390 shares; 2021Q3: 26,838 shares; 2021Q4: 27,178 shares 27,178 $8.01M 0.63% +340 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 48,560 shares; 2020Q2: not reported; 2020Q3: 46,467 shares; 2020Q4: 92,718 shares; 2021Q1: 93,174 shares; 2021Q2: 92,503 shares; 2021Q3: 90,474 shares; 2021Q4: 90,919 shares 90,919 $8M 0.63% +445 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 101,889 shares; 2020Q2: 92,763 shares; 2020Q3: 91,920 shares; 2020Q4: 92,020 shares; 2021Q1: 98,969 shares; 2021Q2: 103,391 shares; 2021Q3: 108,769 shares; 2021Q4: 107,032 shares 107,032 $7.99M 0.63% -1,737 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; 2020Q1: 13,546 shares; 2020Q2: 12,901 shares; 2020Q3: 77,566 shares; 2020Q4: 79,589 shares; 2021Q1: 80,365 shares; 2021Q2: 82,139 shares; 2021Q3: 82,237 shares; 2021Q4: 84,337 shares 84,337 $7.82M 0.62% +2,100 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,802 shares; 2020Q4: 84,912 shares; 2021Q1: 108,866 shares; 2021Q2: 139,709 shares; 2021Q3: 185,245 shares; 2021Q4: 197,398 shares 197,398 $7.76M 0.61% +12,153 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 162,203 shares; 2020Q2: 175,896 shares; 2020Q3: 172,076 shares; 2020Q4: 175,671 shares; 2021Q1: 176,921 shares; 2021Q2: 180,236 shares; 2021Q3: 178,936 shares; 2021Q4: 177,425 shares 177,425 $7.7M 0.61% -1,511 COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 56,754 shares; 2020Q2: 53,667 shares; 2020Q3: 52,224 shares; 2020Q4: 50,532 shares; 2021Q1: 50,397 shares; 2021Q2: 50,876 shares; 2021Q3: 50,610 shares; 2021Q4: 50,510 shares 50,510 $7.35M 0.58% -100 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 39,459 shares; 2020Q3: 38,714 shares; 2020Q4: 47,936 shares; 2021Q1: 50,766 shares; 2021Q2: 51,201 shares; 2021Q3: 51,311 shares; 2021Q4: 51,414 shares 51,414 $7.17M 0.56% +103 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; 2020Q1: 246,043 shares; 2020Q2: not reported; 2020Q3: 135,928 shares; 2020Q4: 119,876 shares; 2021Q1: 108,855 shares; 2021Q2: 90,844 shares; 2021Q3: 85,377 shares; 2021Q4: 86,092 shares 86,092 $7M 0.55% +715 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,738 shares; 2020Q2: 20,152 shares; 2020Q3: 36,463 shares; 2020Q4: 40,460 shares; 2021Q1: 45,083 shares; 2021Q2: 50,832 shares; 2021Q3: 54,621 shares; 2021Q4: 54,018 shares 54,018 $6.99M 0.55% -603 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 178,759 shares; 2020Q2: 174,981 shares; 2020Q3: 170,786 shares; 2020Q4: 175,683 shares; 2021Q1: 175,926 shares; 2021Q2: 174,961 shares; 2021Q3: 173,811 shares; 2021Q4: 151,948 shares 151,948 $6.97M 0.55% -21,863 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 67,682 shares; 2020Q2: 65,484 shares; 2020Q3: 64,777 shares; 2020Q4: 64,434 shares; 2021Q1: 64,958 shares; 2021Q2: 66,147 shares; 2021Q3: 65,953 shares; 2021Q4: 66,021 shares 66,021 $6.9M 0.54% +68 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; 2020Q1: 87,954 shares; 2020Q2: not reported; 2020Q3: 136,157 shares; 2020Q4: 149,484 shares; 2021Q1: 153,701 shares; 2021Q2: 143,358 shares; 2021Q3: 149,055 shares; 2021Q4: 138,571 shares 138,571 $6.82M 0.54% -10,484 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 116,447 shares; 2020Q2: 103,464 shares; 2020Q3: 103,062 shares; 2020Q4: 102,406 shares; 2021Q1: 104,782 shares; 2021Q2: 107,388 shares; 2021Q3: 110,881 shares; 2021Q4: 112,335 shares 112,335 $6.75M 0.53% +1,454 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,225 shares; 2020Q2: 7,745 shares; 2020Q3: 7,692 shares; 2020Q4: 7,801 shares; 2021Q1: 10,735 shares; 2021Q2: 11,388 shares; 2021Q3: 11,527 shares; 2021Q4: 11,563 shares 11,563 $6.52M 0.51% +36 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 45,503 shares; 2020Q3: 44,668 shares; 2020Q4: 45,101 shares; 2021Q1: 44,871 shares; 2021Q2: 44,879 shares; 2021Q3: 43,564 shares; 2021Q4: 43,337 shares 43,337 $6.47M 0.51% -227 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,038 shares; 2020Q2: 6,611 shares; 2020Q3: 6,370 shares; 2020Q4: 6,245 shares; 2021Q1: 6,130 shares; 2021Q2: 5,435 shares; 2021Q3: 5,485 shares; 2021Q4: 79,662 shares 79,662 $6.44M 0.51% +74,177 Timeline MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES More: the full row for MANAGED PORTFOLIO SERIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 39,454 shares; 2020Q2: not reported; 2020Q3: 266,280 shares; 2020Q4: 269,507 shares; 2021Q1: 271,095 shares; 2021Q2: 277,548 shares; 2021Q3: 277,542 shares; 2021Q4: 284,483 shares 284,483 $6.26M 0.49% +6,941 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; 2020Q1: 9,602 shares; 2020Q2: 10,230 shares; 2020Q3: 10,210 shares; 2020Q4: 10,433 shares; 2021Q1: 10,703 shares; 2021Q2: 11,086 shares; 2021Q3: 11,864 shares; 2021Q4: 14,671 shares 14,671 $6.01M 0.47% +2,807 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 99,248 shares; 2020Q2: not reported; 2020Q3: 112,478 shares; 2020Q4: 107,733 shares; 2021Q1: 112,691 shares; 2021Q2: 119,940 shares; 2021Q3: 117,104 shares; 2021Q4: 122,138 shares 122,138 $6M 0.47% +5,034 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 38,895 shares; 2020Q2: 37,354 shares; 2020Q3: 36,269 shares; 2020Q4: 36,107 shares; 2021Q1: 36,074 shares; 2021Q2: 36,524 shares; 2021Q3: 35,199 shares; 2021Q4: 34,673 shares 34,673 $5.94M 0.47% -526 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,635 shares; 2020Q2: 25,975 shares; 2020Q3: 25,548 shares; 2020Q4: 19,878 shares; 2021Q1: 19,733 shares; 2021Q2: 20,632 shares; 2021Q3: 21,546 shares; 2021Q4: 22,412 shares 22,412 $5.79M 0.46% +866 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 94,583 shares; 2020Q2: 95,828 shares; 2020Q3: 94,608 shares; 2020Q4: 95,748 shares; 2021Q1: 98,051 shares; 2021Q2: 98,966 shares; 2021Q3: 99,539 shares; 2021Q4: 99,542 shares 99,542 $5.75M 0.45% +3 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 19,196 shares; 2020Q2: not reported; 2020Q3: 18,421 shares; 2020Q4: 18,615 shares; 2021Q1: 18,701 shares; 2021Q2: 19,723 shares; 2021Q3: 19,777 shares; 2021Q4: 20,136 shares 20,136 $5.69M 0.45% +359 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 142,758 shares; 2021Q2: 149,873 shares; 2021Q3: 153,771 shares; 2021Q4: 151,809 shares 151,809 $5.65M 0.45% -1,962 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; 2020Q1: 90,793 shares; 2020Q2: 89,163 shares; 2020Q3: 87,095 shares; 2020Q4: 88,053 shares; 2021Q1: 88,329 shares; 2021Q2: 90,231 shares; 2021Q3: 92,145 shares; 2021Q4: 92,998 shares 92,998 $5.28M 0.42% +853 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 148,475 shares; 2020Q2: 89,080 shares; 2020Q3: 82,887 shares; 2020Q4: 80,797 shares; 2021Q1: 79,592 shares; 2021Q2: 80,225 shares; 2021Q3: 75,084 shares; 2021Q4: 73,043 shares 73,043 $4.91M 0.39% -2,041 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; 2020Q1: 22,696 shares; 2020Q2: 25,592 shares; 2020Q3: 26,338 shares; 2020Q4: 27,533 shares; 2021Q1: 29,359 shares; 2021Q2: 30,477 shares; 2021Q3: 30,718 shares; 2021Q4: 30,657 shares 30,657 $4.86M 0.38% -61 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; 2020Q1: 80,609 shares; 2020Q2: 73,542 shares; 2020Q3: 71,328 shares; 2020Q4: 72,956 shares; 2021Q1: 74,403 shares; 2021Q2: 70,597 shares; 2021Q3: 71,559 shares; 2021Q4: 79,416 shares 79,416 $4.83M 0.38% +7,857 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,340 shares; 2020Q2: 31,095 shares; 2020Q3: 40,572 shares; 2020Q4: 42,347 shares; 2021Q1: 45,242 shares; 2021Q2: 45,682 shares; 2021Q3: 48,289 shares; 2021Q4: 57,749 shares 57,749 $4.8M 0.38% +9,460 Timeline LABORATORY CRP OF AMER HLDGS LABORATORY CRP OF AMER HLDGS More: the full row for LABORATORY CRP OF AMER HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 15,386 shares; 2020Q2: 15,056 shares; 2020Q3: 14,826 shares; 2020Q4: 14,726 shares; 2021Q1: 14,601 shares; 2021Q2: 14,566 shares; 2021Q3: 14,319 shares; 2021Q4: 14,230 shares 14,230 $4.46M 0.35% -89 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 61,261 shares; 2020Q2: 60,146 shares; 2020Q3: 58,566 shares; 2020Q4: 54,858 shares; 2021Q1: 57,123 shares; 2021Q2: 59,061 shares; 2021Q3: 58,987 shares; 2021Q4: 60,042 shares 60,042 $4.35M 0.34% +1,055 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 30,481 shares; 2020Q2: not reported; 2020Q3: 32,339 shares; 2020Q4: 30,609 shares; 2021Q1: 32,804 shares; 2021Q2: 36,450 shares; 2021Q3: 36,636 shares; 2021Q4: 37,773 shares 37,773 $4.33M 0.34% +1,137 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,561 shares; 2020Q2: 1,484 shares; 2020Q3: 1,476 shares; 2020Q4: 1,562 shares; 2021Q1: 1,658 shares; 2021Q2: 1,787 shares; 2021Q3: 1,347 shares; 2021Q4: 1,481 shares 1,481 $4.33M 0.34% +134 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 38,385 shares; 2020Q3: 37,795 shares; 2020Q4: 38,910 shares; 2021Q1: 40,563 shares; 2021Q2: 41,193 shares; 2021Q3: 42,175 shares; 2021Q4: 42,361 shares 42,361 $4.28M 0.34% +186 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 21,798 shares; 2021Q3: 32,879 shares; 2021Q4: 38,158 shares 38,158 $4.03M 0.32% +5,279 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 48,453 shares; 2020Q2: 45,569 shares; 2020Q3: 44,782 shares; 2020Q4: 41,782 shares; 2021Q1: 43,024 shares; 2021Q2: 42,928 shares; 2021Q3: 43,022 shares; 2021Q4: 43,979 shares 43,979 $3.85M 0.3% +957 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 24,860 shares; 2020Q2: 23,483 shares; 2020Q3: 23,239 shares; 2020Q4: 21,594 shares; 2021Q1: 21,977 shares; 2021Q2: 22,363 shares; 2021Q3: 22,421 shares; 2021Q4: 22,508 shares 22,508 $3.77M 0.3% +87 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,967 shares; 2020Q2: 18,187 shares; 2020Q3: 18,249 shares; 2020Q4: 17,344 shares; 2021Q1: 17,755 shares; 2021Q2: 19,397 shares; 2021Q3: 20,635 shares; 2021Q4: 20,733 shares 20,733 $3.58M 0.28% +98 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 27,424 shares; 2020Q2: 26,434 shares; 2020Q3: 26,399 shares; 2020Q4: 24,894 shares; 2021Q1: 25,789 shares; 2021Q2: 25,769 shares; 2021Q3: 25,708 shares; 2021Q4: 25,713 shares 25,713 $3.57M 0.28% +5 XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,037 shares; 2020Q2: 22,791 shares; 2020Q3: 22,726 shares; 2020Q4: 22,016 shares; 2021Q1: 21,461 shares; 2021Q2: 21,031 shares; 2021Q3: 20,966 shares; 2021Q4: 20,962 shares 20,962 $3.5M 0.28% -4 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 133,932 shares; 2021Q4: 125,532 shares 125,532 $3.49M 0.28% -8,400 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,884 shares; 2020Q2: not reported; 2020Q3: 19,235 shares; 2020Q4: 20,097 shares; 2021Q1: 21,856 shares; 2021Q2: 21,197 shares; 2021Q3: 20,760 shares; 2021Q4: 20,956 shares 20,956 $3.48M 0.27% +196 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,399 shares; 2020Q2: 6,929 shares; 2020Q3: 6,929 shares; 2020Q4: 27,716 shares; 2021Q1: 28,806 shares; 2021Q2: 28,856 shares; 2021Q3: 30,006 shares; 2021Q4: 30,006 shares 30,006 $3.47M 0.27% 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; 2020Q1: 286,403 shares; 2020Q2: 274,829 shares; 2020Q3: 261,044 shares; 2020Q4: 250,988 shares; 2021Q1: 246,701 shares; 2021Q2: 247,021 shares; 2021Q3: 243,134 shares; 2021Q4: 221,156 shares 221,156 $3.35M 0.26% -21,978 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,219 shares; 2020Q2: 11,647 shares; 2020Q3: 12,437 shares; 2020Q4: 13,781 shares; 2021Q1: 13,912 shares; 2021Q2: 12,913 shares; 2021Q3: 13,282 shares; 2021Q4: 13,278 shares 13,278 $3.31M 0.26% -4 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 43,910 shares 43,910 $3.14M 0.25% new IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,111 shares; 2020Q2: not reported; 2020Q3: 12,894 shares; 2020Q4: 14,119 shares; 2021Q1: 9,019 shares; 2021Q2: 9,029 shares; 2021Q3: 9,579 shares; 2021Q4: 10,644 shares 10,644 $3.13M 0.25% +1,065 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,912 shares; 2020Q2: 9,050 shares; 2020Q3: 9,539 shares; 2020Q4: 10,000 shares; 2021Q1: 10,229 shares; 2021Q2: 12,779 shares; 2021Q3: 14,825 shares; 2021Q4: 14,165 shares 14,165 $3.09M 0.24% -660 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,671 shares; 2020Q2: 8,287 shares; 2020Q3: 8,566 shares; 2020Q4: 8,847 shares; 2021Q1: 11,517 shares; 2021Q2: 12,639 shares; 2021Q3: 14,494 shares; 2021Q4: 14,451 shares 14,451 $2.98M 0.23% -43 Timeline 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; 2020Q1: 21,451 shares; 2020Q2: 21,758 shares; 2020Q3: 21,362 shares; 2020Q4: 19,243 shares; 2021Q1: 36,492 shares; 2021Q2: 35,505 shares; 2021Q3: 43,554 shares; 2021Q4: 47,103 shares 47,103 $2.94M 0.23% +3,549 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 108,362 shares; 2020Q2: not reported; 2020Q3: 125,966 shares; 2020Q4: 128,483 shares; 2021Q1: 130,829 shares; 2021Q2: 133,478 shares; 2021Q3: 127,007 shares; 2021Q4: 130,260 shares 130,260 $2.9M 0.23% +3,253 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,656 shares; 2020Q4: 58,401 shares; 2021Q1: 76,971 shares; 2021Q2: 69,111 shares; 2021Q3: 59,276 shares; 2021Q4: 55,021 shares 55,021 $2.77M 0.22% -4,255 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 50,385 shares; 2020Q2: 50,578 shares; 2020Q3: 50,559 shares; 2020Q4: 46,343 shares; 2021Q1: 55,170 shares; 2021Q2: 56,376 shares; 2021Q3: 56,559 shares; 2021Q4: 56,579 shares 56,579 $2.72M 0.21% +20 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,918 shares; 2020Q2: 8,289 shares; 2020Q3: 8,606 shares; 2020Q4: 7,809 shares; 2021Q1: 8,037 shares; 2021Q2: 8,617 shares; 2021Q3: 8,951 shares; 2021Q4: 10,122 shares 10,122 $2.7M 0.21% +1,171 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 26,893 shares; 2020Q2: 24,470 shares; 2020Q3: 29,438 shares; 2020Q4: 26,972 shares; 2021Q1: 27,500 shares; 2021Q2: 30,206 shares; 2021Q3: 30,629 shares; 2021Q4: 30,727 shares 30,727 $2.7M 0.21% +98 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 60,753 shares; 2020Q2: 66,244 shares; 2020Q3: 64,838 shares; 2020Q4: 62,719 shares; 2021Q1: 62,866 shares; 2021Q2: 60,811 shares; 2021Q3: 41,136 shares; 2021Q4: 40,685 shares 40,685 $2.68M 0.21% -451 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; 2020Q1: 2,483 shares; 2020Q2: 2,642 shares; 2020Q3: 2,450 shares; 2020Q4: 2,543 shares; 2021Q1: 2,768 shares; 2021Q2: 2,839 shares; 2021Q3: 2,911 shares; 2021Q4: 2,903 shares 2,903 $2.65M 0.21% -8 MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,911 shares; 2020Q2: 14,100 shares; 2020Q3: 13,951 shares; 2020Q4: 11,687 shares; 2021Q1: 11,735 shares; 2021Q2: 12,584 shares; 2021Q3: 13,468 shares; 2021Q4: 14,857 shares 14,857 $2.64M 0.21% +1,389 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 38,347 shares; 2020Q2: 44,761 shares; 2020Q3: 42,846 shares; 2020Q4: 28,791 shares; 2021Q1: 27,064 shares; 2021Q2: 27,064 shares; 2021Q3: 27,381 shares; 2021Q4: 37,090 shares 37,090 $2.56M 0.2% +9,709 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; 2020Q1: 24,368 shares; 2020Q2: 26,192 shares; 2020Q3: 26,354 shares; 2020Q4: 26,035 shares; 2021Q1: 30,519 shares; 2021Q2: 34,137 shares; 2021Q3: 38,807 shares; 2021Q4: 48,712 shares 48,712 $2.55M 0.2% +9,905 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; 2020Q1: 96,403 shares; 2020Q2: 42,231 shares; 2020Q3: 39,395 shares; 2020Q4: 37,195 shares; 2021Q1: 36,186 shares; 2021Q2: 36,142 shares; 2021Q3: 34,436 shares; 2021Q4: 29,276 shares 29,276 $2.5M 0.2% -5,160 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 21,329 shares; 2020Q2: 23,592 shares; 2020Q3: 24,191 shares; 2020Q4: 24,346 shares; 2021Q1: 25,356 shares; 2021Q2: 26,220 shares; 2021Q3: 27,733 shares; 2021Q4: 17,658 shares 17,658 $2.49M 0.2% -10,075 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; 2020Q1: 34,748 shares; 2020Q2: 35,668 shares; 2020Q3: 36,539 shares; 2020Q4: 35,951 shares; 2021Q1: 36,104 shares; 2021Q2: 37,258 shares; 2021Q3: 37,155 shares; 2021Q4: 41,673 shares 41,673 $2.45M 0.19% +4,518 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; 2020Q1: 21,524 shares; 2020Q2: 22,905 shares; 2020Q3: 42,729 shares; 2020Q4: 50,365 shares; 2021Q1: 52,858 shares; 2021Q2: 42,423 shares; 2021Q3: 45,234 shares; 2021Q4: 43,487 shares 43,487 $2.39M 0.19% -1,747 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,191 shares; 2020Q2: 5,894 shares; 2020Q3: 6,087 shares; 2020Q4: 6,248 shares; 2021Q1: 6,392 shares; 2021Q2: 6,693 shares; 2021Q3: 7,213 shares; 2021Q4: 6,534 shares 6,534 $2.36M 0.19% -679 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 43,609 shares; 2020Q2: not reported; 2020Q3: 42,811 shares; 2020Q4: 41,575 shares; 2021Q1: 40,745 shares; 2021Q2: 39,149 shares; 2021Q3: 40,347 shares; 2021Q4: 39,438 shares 39,438 $2.34M 0.18% -909 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; 2020Q1: 2,883 shares; 2020Q2: 3,197 shares; 2020Q3: 3,529 shares; 2020Q4: 3,663 shares; 2021Q1: 4,024 shares; 2021Q2: 4,293 shares; 2021Q3: 4,439 shares; 2021Q4: 4,549 shares 4,549 $2.29M 0.18% +110 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; 2020Q1: 40,822 shares; 2020Q2: 44,107 shares; 2020Q3: 45,351 shares; 2020Q4: 46,915 shares; 2021Q1: 48,816 shares; 2021Q2: 50,073 shares; 2021Q3: 50,692 shares; 2021Q4: 50,464 shares 50,464 $2.25M 0.18% -228 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,620 shares; 2020Q2: 7,375 shares; 2020Q3: 14,330 shares; 2020Q4: 17,125 shares; 2021Q1: 16,760 shares; 2021Q2: 16,400 shares; 2021Q3: 16,711 shares; 2021Q4: 14,260 shares 14,260 $2.23M 0.18% -2,451 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; 2020Q1: 2,265 shares; 2020Q2: 4,275 shares; 2020Q3: 5,520 shares; 2020Q4: 5,515 shares; 2021Q1: 5,300 shares; 2021Q2: 5,700 shares; 2021Q3: 5,570 shares; 2021Q4: 5,520 shares 5,520 $2.21M 0.17% -50 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,005 shares; 2020Q2: not reported; 2020Q3: 7,087 shares; 2020Q4: 18,074 shares; 2021Q1: 18,826 shares; 2021Q2: 18,861 shares; 2021Q3: 18,936 shares; 2021Q4: 18,961 shares 18,961 $2.19M 0.17% +25 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 30,825 shares; 2020Q3: 31,044 shares; 2020Q4: 27,252 shares; 2021Q1: 26,567 shares; 2021Q2: 26,076 shares; 2021Q3: 25,372 shares; 2021Q4: 25,172 shares 25,172 $2.17M 0.17% -200 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; 2020Q1: 12,888 shares; 2020Q2: 12,728 shares; 2020Q3: 12,983 shares; 2020Q4: 12,983 shares; 2021Q1: 19,427 shares; 2021Q2: 22,606 shares; 2021Q3: 23,031 shares; 2021Q4: 23,125 shares 23,125 $2.15M 0.17% +94 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 10,775 shares; 2020Q2: 13,027 shares; 2020Q3: 14,943 shares; 2020Q4: 15,264 shares; 2021Q1: 16,170 shares; 2021Q2: 16,599 shares; 2021Q3: 17,048 shares; 2021Q4: 18,449 shares 18,449 $2.15M 0.17% +1,401 Timeline RSP 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; 2020Q1: 6,380 shares; 2020Q2: 11,989 shares; 2020Q3: 8,550 shares; 2020Q4: 9,480 shares; 2021Q1: 10,821 shares; 2021Q2: 11,019 shares; 2021Q3: 12,629 shares; 2021Q4: 12,634 shares 12,634 $2.06M 0.16% +5 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; 2020Q1: 5,183 shares; 2020Q2: 6,454 shares; 2020Q3: 6,705 shares; 2020Q4: 6,916 shares; 2021Q1: 4,865 shares; 2021Q2: 5,377 shares; 2021Q3: 5,742 shares; 2021Q4: 5,940 shares 5,940 $2.05M 0.16% +198 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,317 shares; 2020Q2: not reported; 2020Q3: 11,246 shares; 2020Q4: 18,579 shares; 2021Q1: 18,416 shares; 2021Q2: 18,787 shares; 2021Q3: 18,652 shares; 2021Q4: 18,286 shares 18,286 $1.91M 0.15% -366 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 66,029 shares; 2020Q2: not reported; 2020Q3: 36,223 shares; 2020Q4: 28,939 shares; 2021Q1: 26,394 shares; 2021Q2: 17,844 shares; 2021Q3: 16,878 shares; 2021Q4: 16,281 shares 16,281 $1.86M 0.15% -597 Timeline RSPT INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,148 shares; 2020Q2: 5,500 shares; 2020Q3: 6,060 shares; 2020Q4: 5,545 shares; 2021Q1: 5,718 shares; 2021Q2: 5,738 shares; 2021Q3: 5,838 shares; 2021Q4: 5,713 shares 5,713 $1.86M 0.15% -125 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; 2020Q1: 45,100 shares; 2020Q2: 46,039 shares; 2020Q3: 48,534 shares; 2020Q4: 44,559 shares; 2021Q1: 42,419 shares; 2021Q2: 43,264 shares; 2021Q3: 47,639 shares; 2021Q4: 46,494 shares 46,494 $1.82M 0.14% -1,145 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,585 shares; 2020Q2: 3,855 shares; 2020Q3: 3,965 shares; 2020Q4: 4,458 shares; 2021Q1: 4,760 shares; 2021Q2: 6,231 shares; 2021Q3: 6,331 shares; 2021Q4: 7,087 shares 7,087 $1.81M 0.14% +756 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 91,800 shares; 2020Q2: 91,800 shares; 2020Q3: 91,800 shares; 2020Q4: 91,800 shares; 2021Q1: 78,000 shares; 2021Q2: 82,000 shares; 2021Q3: 61,000 shares; 2021Q4: 58,095 shares 58,095 $1.79M 0.14% -2,905 Timeline XLY 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; 2020Q1: 7,500 shares; 2020Q2: 7,500 shares; 2020Q3: 8,655 shares; 2020Q4: 8,260 shares; 2021Q1: 8,145 shares; 2021Q2: 8,145 shares; 2021Q3: 8,695 shares; 2021Q4: 8,695 shares 8,695 $1.78M 0.14% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,335 shares; 2020Q2: 1,478 shares; 2020Q3: 1,547 shares; 2020Q4: 1,797 shares; 2021Q1: 2,309 shares; 2021Q2: 2,446 shares; 2021Q3: 2,893 shares; 2021Q4: 2,862 shares 2,862 $1.75M 0.14% -31 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 33,028 shares; 2020Q2: 32,973 shares; 2020Q3: 33,661 shares; 2020Q4: 32,716 shares; 2021Q1: 35,041 shares; 2021Q2: 35,971 shares; 2021Q3: 36,832 shares; 2021Q4: 38,520 shares 38,520 $1.67M 0.13% +1,688 IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,393 shares; 2020Q2: not reported; 2020Q3: 7,389 shares; 2020Q4: 21,486 shares; 2021Q1: 20,186 shares; 2021Q2: 19,872 shares; 2021Q3: 19,692 shares; 2021Q4: 19,597 shares 19,597 $1.67M 0.13% -95 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,469 shares; 2020Q2: 23,390 shares; 2020Q3: 22,710 shares; 2020Q4: 18,263 shares; 2021Q1: 18,032 shares; 2021Q2: 19,774 shares; 2021Q3: 18,640 shares; 2021Q4: 22,390 shares 22,390 $1.62M 0.13% +3,750 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 21,466 shares; 2020Q2: 25,424 shares; 2020Q3: 23,894 shares; 2020Q4: 24,181 shares; 2021Q1: 24,908 shares; 2021Q2: 26,956 shares; 2021Q3: 27,405 shares; 2021Q4: 28,766 shares 28,766 $1.61M 0.13% +1,361 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,446 shares; 2020Q2: 3,994 shares; 2020Q3: 4,536 shares; 2020Q4: 4,706 shares; 2021Q1: 4,891 shares; 2021Q2: 6,191 shares; 2021Q3: 6,109 shares; 2021Q4: 5,914 shares 5,914 $1.6M 0.13% -195 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 96,142 shares; 2020Q2: not reported; 2020Q3: 57,488 shares; 2020Q4: 53,486 shares; 2021Q1: 47,727 shares; 2021Q2: 37,608 shares; 2021Q3: 34,106 shares; 2021Q4: 43,727 shares 43,727 $1.57M 0.12% +9,621 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; 2020Q1: 6,033 shares; 2020Q2: 5,988 shares; 2020Q3: 5,668 shares; 2020Q4: 6,118 shares; 2021Q1: 6,768 shares; 2021Q2: 6,968 shares; 2021Q3: 7,098 shares; 2021Q4: 8,871 shares 8,871 $1.55M 0.12% +1,773 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,115 shares; 2020Q2: 5,683 shares; 2020Q3: 6,765 shares; 2020Q4: 7,846 shares; 2021Q1: 8,305 shares; 2021Q2: 8,565 shares; 2021Q3: 8,922 shares; 2021Q4: 8,087 shares 8,087 $1.53M 0.12% -835 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,167 shares; 2020Q2: 1,741 shares; 2020Q3: 1,957 shares; 2020Q4: 2,739 shares; 2021Q1: 3,088 shares; 2021Q2: 3,262 shares; 2021Q3: 3,382 shares; 2021Q4: 2,646 shares 2,646 $1.51M 0.12% -736 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 2,835 shares; 2020Q3: 4,090 shares; 2020Q4: 3,590 shares; 2021Q1: 3,590 shares; 2021Q2: 3,590 shares; 2021Q3: 3,590 shares; 2021Q4: 4,090 shares 4,090 $1.49M 0.12% +500 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 23,280 shares; 2021Q3: 27,720 shares; 2021Q4: 39,468 shares 39,468 $1.47M 0.12% +11,748 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,774 shares; 2020Q2: 9,934 shares; 2020Q3: 12,143 shares; 2020Q4: 12,997 shares; 2021Q1: 13,882 shares; 2021Q2: 15,245 shares; 2021Q3: 26,441 shares; 2021Q4: 28,336 shares 28,336 $1.47M 0.12% +1,895 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 46,652 shares; 2020Q2: not reported; 2020Q3: 34,905 shares; 2020Q4: 28,457 shares; 2021Q1: 23,527 shares; 2021Q2: 20,017 shares; 2021Q3: 18,946 shares; 2021Q4: 18,168 shares 18,168 $1.46M 0.12% -778 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,735 shares; 2020Q2: 5,749 shares; 2020Q3: 5,703 shares; 2020Q4: 5,694 shares; 2021Q1: 5,821 shares; 2021Q2: 6,929 shares; 2021Q3: 9,977 shares; 2021Q4: 10,438 shares 10,438 $1.42M 0.11% +461 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 23,000 shares; 2020Q2: 23,000 shares; 2020Q3: 23,000 shares; 2020Q4: 23,000 shares; 2021Q1: 22,000 shares; 2021Q2: 22,000 shares; 2021Q3: 22,164 shares; 2021Q4: 22,164 shares 22,164 $1.41M 0.11% 0 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; 2020Q1: 960 shares; 2020Q2: 1,541 shares; 2020Q3: 2,140 shares; 2020Q4: 2,264 shares; 2021Q1: 2,877 shares; 2021Q2: 3,572 shares; 2021Q3: 3,407 shares; 2021Q4: 3,996 shares 3,996 $1.41M 0.11% +589 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 41,601 shares; 2020Q2: 41,065 shares; 2020Q3: 39,120 shares; 2020Q4: 38,335 shares; 2021Q1: 35,775 shares; 2021Q2: 35,680 shares; 2021Q3: 34,637 shares; 2021Q4: 34,915 shares 34,915 $1.4M 0.11% +278 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,522 shares; 2021Q1: 3,964 shares; 2021Q2: 4,441 shares; 2021Q3: 4,608 shares; 2021Q4: 5,426 shares 5,426 $1.39M 0.11% +818 Timeline BRK-A 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; 2020Q1: 2 shares; 2020Q2: 2 shares; 2020Q3: 2 shares; 2020Q4: 2 shares; 2021Q1: 2 shares; 2021Q2: 2 shares; 2021Q3: 2 shares; 2021Q4: 3 shares 3 $1.36M 0.11% +1 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 16,549 shares; 2021Q4: 18,702 shares 18,702 $1.34M 0.11% +2,153 Timeline MGPI MGP INGREDIENTS INC NEW More: the full row for MGP INGREDIENTS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,900 shares; 2021Q2: 3,900 shares; 2021Q3: 27,562 shares; 2021Q4: 15,222 shares 15,222 $1.32M 0.1% -12,340 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,790 shares; 2021Q1: 3,578 shares; 2021Q2: 4,722 shares; 2021Q3: 5,833 shares; 2021Q4: 6,632 shares 6,632 $1.27M 0.1% +799 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,397 shares; 2021Q1: 3,098 shares; 2021Q2: 3,371 shares; 2021Q3: 3,427 shares; 2021Q4: 2,990 shares 2,990 $1.24M 0.1% -437 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; 2020Q1: 16,836 shares; 2020Q2: 16,539 shares; 2020Q3: 17,367 shares; 2020Q4: 17,864 shares; 2021Q1: 19,353 shares; 2021Q2: 20,098 shares; 2021Q3: 24,723 shares; 2021Q4: 24,056 shares 24,056 $1.22M 0.1% -667 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 610 shares; 2021Q2: 831 shares; 2021Q3: 1,103 shares; 2021Q4: 1,136 shares 1,136 $1.22M 0.1% +33 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 27,821 shares; 2020Q2: 26,955 shares; 2020Q3: 26,346 shares; 2020Q4: 23,611 shares; 2021Q1: 24,068 shares; 2021Q2: 24,550 shares; 2021Q3: 24,146 shares; 2021Q4: 25,311 shares 25,311 $1.19M 0.09% +1,165 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 41,028 shares; 2020Q2: not reported; 2020Q3: 32,827 shares; 2020Q4: 24,178 shares; 2021Q1: 24,298 shares; 2021Q2: 24,301 shares; 2021Q3: 23,803 shares; 2021Q4: 23,738 shares 23,738 $1.18M 0.09% -65 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 9,000 shares; 2021Q4: 9,000 shares 9,000 $1.16M 0.09% 0 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,710 shares; 2020Q4: 3,675 shares; 2021Q1: 3,675 shares; 2021Q2: 14,700 shares; 2021Q3: 14,365 shares; 2021Q4: 14,365 shares 14,365 $1.14M 0.09% 0 Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 16,040 shares; 2020Q4: 15,900 shares; 2021Q1: 15,900 shares; 2021Q2: 15,900 shares; 2021Q3: 15,900 shares; 2021Q4: 15,900 shares 15,900 $1.12M 0.09% 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; 2020Q1: 1,967 shares; 2020Q2: 1,967 shares; 2020Q3: 1,967 shares; 2020Q4: 3,688 shares; 2021Q1: 3,588 shares; 2021Q2: 3,870 shares; 2021Q3: 3,870 shares; 2021Q4: 3,870 shares 3,870 $1.07M 0.08% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,225 shares; 2020Q2: 3,801 shares; 2020Q3: 3,831 shares; 2020Q4: 4,126 shares; 2021Q1: 4,385 shares; 2021Q2: 4,421 shares; 2021Q3: 4,460 shares; 2021Q4: 4,315 shares 4,315 $1.06M 0.08% -145 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 58,661 shares; 2020Q2: 60,771 shares; 2020Q3: 61,396 shares; 2020Q4: 50,629 shares; 2021Q1: 60,829 shares; 2021Q2: 61,294 shares; 2021Q3: 60,378 shares; 2021Q4: 63,569 shares 63,569 $1.04M 0.08% +3,191 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,700 shares; 2020Q2: 9,025 shares; 2020Q3: 9,180 shares; 2020Q4: 9,180 shares; 2021Q1: 9,335 shares; 2021Q2: 9,180 shares; 2021Q3: 9,810 shares; 2021Q4: 9,810 shares 9,810 $1.03M 0.08% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 466 shares; 2020Q2: 486 shares; 2020Q3: 538 shares; 2020Q4: 533 shares; 2021Q1: 559 shares; 2021Q2: 649 shares; 2021Q3: 800 shares; 2021Q4: 2,825 shares 2,825 $1.03M 0.08% +2,025 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,670 shares; 2020Q2: not reported; 2020Q3: 4,670 shares; 2020Q4: 4,670 shares; 2021Q1: 4,670 shares; 2021Q2: 4,670 shares; 2021Q3: 3,675 shares; 2021Q4: 3,675 shares 3,675 $1.02M 0.08% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7,130 shares; 2021Q4: 8,255 shares 8,255 $1.01M 0.08% +1,125 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,561 shares; 2020Q2: 4,561 shares; 2020Q3: 4,561 shares; 2020Q4: 3,961 shares; 2021Q1: 3,873 shares; 2021Q2: 3,873 shares; 2021Q3: 7,453 shares; 2021Q4: 10,556 shares 10,556 $995K 0.08% +3,103 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,931 shares; 2020Q2: 6,006 shares; 2020Q3: 6,262 shares; 2020Q4: 6,256 shares; 2021Q1: 6,537 shares; 2021Q2: 6,374 shares; 2021Q3: 6,589 shares; 2021Q4: 14,896 shares 14,896 $979K 0.08% +8,307 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,286 shares; 2020Q2: 4,411 shares; 2020Q3: 5,383 shares; 2020Q4: 6,349 shares; 2021Q1: 6,950 shares; 2021Q2: 7,457 shares; 2021Q3: 7,537 shares; 2021Q4: 5,200 shares 5,200 $950K 0.07% -2,337 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 25,662 shares; 2021Q3: 25,528 shares; 2021Q4: 26,026 shares 26,026 $900K 0.07% +498 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,832 shares; 2020Q2: 11,596 shares; 2020Q3: 11,105 shares; 2020Q4: 10,130 shares; 2021Q1: 10,074 shares; 2021Q2: 10,486 shares; 2021Q3: 10,193 shares; 2021Q4: 11,069 shares 11,069 $887K 0.07% +876 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 824 shares; 2021Q2: 1,850 shares; 2021Q3: 2,556 shares; 2021Q4: 2,576 shares 2,576 $887K 0.07% +20 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,613 shares; 2021Q4: 2,922 shares 2,922 $865K 0.07% +309 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 22,897 shares; 2020Q2: 22,897 shares; 2020Q3: 21,380 shares; 2020Q4: 21,380 shares; 2021Q1: 21,380 shares; 2021Q2: 24,880 shares; 2021Q3: 38,880 shares; 2021Q4: 39,830 shares 39,830 $865K 0.07% +950 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 8,766 shares; 2020Q2: 8,641 shares; 2020Q3: 8,661 shares; 2020Q4: 8,826 shares; 2021Q1: 8,984 shares; 2021Q2: 9,011 shares; 2021Q3: 10,246 shares; 2021Q4: 10,171 shares 10,171 $860K 0.07% -75 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,510 shares; 2020Q2: 5,510 shares; 2020Q3: 5,460 shares; 2020Q4: 4,760 shares; 2021Q1: 4,760 shares; 2021Q2: 4,862 shares; 2021Q3: 6,275 shares; 2021Q4: 6,235 shares 6,235 $855K 0.07% -40 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,700 shares; 2020Q2: 2,250 shares; 2020Q3: 2,250 shares; 2020Q4: 2,050 shares; 2021Q1: 2,089 shares; 2021Q2: 2,594 shares; 2021Q3: 2,494 shares; 2021Q4: 2,494 shares 2,494 $853K 0.07% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,482 shares; 2020Q2: 9,647 shares; 2020Q3: 10,292 shares; 2020Q4: 10,052 shares; 2021Q1: 10,368 shares; 2021Q2: 10,418 shares; 2021Q3: 10,453 shares; 2021Q4: 12,293 shares 12,293 $840K 0.07% +1,840 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,451 shares; 2020Q2: 2,656 shares; 2020Q3: 2,954 shares; 2020Q4: 3,057 shares; 2021Q1: 3,343 shares; 2021Q2: 3,867 shares; 2021Q3: 3,989 shares; 2021Q4: 3,916 shares 3,916 $811K 0.06% -73 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; 2020Q1: 1,125 shares; 2020Q2: 1,125 shares; 2020Q3: 1,125 shares; 2020Q4: 1,125 shares; 2021Q1: 1,125 shares; 2021Q2: 1,125 shares; 2021Q3: 1,850 shares; 2021Q4: 1,850 shares 1,850 $810K 0.06% 0 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; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares; 2020Q4: 5,300 shares; 2021Q1: 5,300 shares; 2021Q2: 5,300 shares; 2021Q3: 5,620 shares; 2021Q4: 5,690 shares 5,690 $805K 0.06% +70 Timeline 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; 2020Q1: 8,570 shares; 2020Q2: 23,749 shares; 2020Q3: 22,095 shares; 2020Q4: 21,395 shares; 2021Q1: 20,530 shares; 2021Q2: 20,220 shares; 2021Q3: 18,825 shares; 2021Q4: 14,365 shares 14,365 $795K 0.06% -4,460 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,303 shares 7,303 $780K 0.06% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,910 shares; 2021Q4: 2,910 shares 2,910 $778K 0.06% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,592 shares; 2020Q2: 11,592 shares; 2020Q3: 11,592 shares; 2020Q4: 9,600 shares; 2021Q1: 9,600 shares; 2021Q2: 9,600 shares; 2021Q3: 9,600 shares; 2021Q4: 9,600 shares 9,600 $772K 0.06% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,232 shares; 2020Q2: not reported; 2020Q3: 4,220 shares; 2020Q4: 5,220 shares; 2021Q1: 5,465 shares; 2021Q2: 7,605 shares; 2021Q3: 6,760 shares; 2021Q4: 6,560 shares 6,560 $763K 0.06% -200 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,549 shares; 2020Q2: 4,064 shares; 2020Q3: 4,024 shares; 2020Q4: 4,094 shares; 2021Q1: 4,139 shares; 2021Q2: 4,269 shares; 2021Q3: 4,279 shares; 2021Q4: 5,284 shares 5,284 $748K 0.06% +1,005 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 117,359 shares; 2020Q2: 118,802 shares; 2020Q3: 51,300 shares; 2020Q4: 46,726 shares; 2021Q1: 14,625 shares; 2021Q2: 12,200 shares; 2021Q3: 10,986 shares; 2021Q4: 8,644 shares 8,644 $739K 0.06% -2,342 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; 2020Q1: 2,150 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares; 2020Q4: 2,150 shares; 2021Q1: 2,150 shares; 2021Q2: 3,150 shares; 2021Q3: 3,450 shares; 2021Q4: 3,450 shares 3,450 $716K 0.06% 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; 2020Q1: 4,618 shares; 2020Q2: 3,993 shares; 2020Q3: 4,148 shares; 2020Q4: 3,748 shares; 2021Q1: 3,848 shares; 2021Q2: 3,873 shares; 2021Q3: 3,943 shares; 2021Q4: 3,943 shares 3,943 $670K 0.05% 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; 2020Q1: 52,500 shares; 2020Q2: 40,780 shares; 2020Q3: 37,655 shares; 2020Q4: 34,695 shares; 2021Q1: 31,735 shares; 2021Q2: 31,640 shares; 2021Q3: 31,195 shares; 2021Q4: 29,330 shares 29,330 $641K 0.05% -1,865 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,205 shares; 2020Q2: 6,618 shares; 2020Q3: 7,203 shares; 2020Q4: 7,828 shares; 2021Q1: 7,548 shares; 2021Q2: 7,488 shares; 2021Q3: 6,890 shares; 2021Q4: 6,915 shares 6,915 $607K 0.05% +25 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,270 shares; 2020Q2: 4,205 shares; 2020Q3: 4,040 shares; 2020Q4: 3,256 shares; 2021Q1: 3,246 shares; 2021Q2: 3,428 shares; 2021Q3: 3,432 shares; 2021Q4: 2,957 shares 2,957 $599K 0.05% -475 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,283 shares; 2020Q2: 1,238 shares; 2020Q3: 1,238 shares; 2020Q4: 1,238 shares; 2021Q1: 1,238 shares; 2021Q2: 1,238 shares; 2021Q3: 1,238 shares; 2021Q4: 1,238 shares 1,238 $582K 0.05% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,143 shares; 2021Q2: 1,143 shares; 2021Q3: 2,143 shares; 2021Q4: 2,118 shares 2,118 $543K 0.04% -25 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,825 shares; 2020Q4: 1,560 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares 2,000 $531K 0.04% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,885 shares; 2021Q3: 5,385 shares; 2021Q4: 7,680 shares 7,680 $526K 0.04% +2,295 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; 2020Q1: 2,647 shares; 2020Q2: 2,430 shares; 2020Q3: 2,380 shares; 2020Q4: 2,380 shares; 2021Q1: 3,195 shares; 2021Q2: 3,150 shares; 2021Q3: 3,150 shares; 2021Q4: 3,125 shares 3,125 $518K 0.04% -25 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 3,000 shares; 2021Q4: 3,000 shares 3,000 $506K 0.04% 0 Timeline UMBF UMB FINL CORP More: the full row for UMB FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,056 shares; 2020Q2: 5,056 shares; 2020Q3: 5,256 shares; 2020Q4: 4,235 shares; 2021Q1: 4,235 shares; 2021Q2: 4,235 shares; 2021Q3: 4,769 shares; 2021Q4: 4,675 shares 4,675 $497K 0.04% -94 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 25,144 shares; 2020Q3: 26,205 shares; 2020Q4: 19,037 shares; 2021Q1: 14,361 shares; 2021Q2: 12,286 shares; 2021Q3: 10,811 shares; 2021Q4: 9,209 shares 9,209 $493K 0.04% -1,602 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,624 shares; 2020Q2: 13,624 shares; 2020Q3: 13,624 shares; 2020Q4: 12,694 shares; 2021Q1: 12,694 shares; 2021Q2: 12,694 shares; 2021Q3: 12,694 shares; 2021Q4: 12,364 shares 12,364 $485K 0.04% -330 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,310 shares; 2020Q2: not reported; 2020Q3: 3,210 shares; 2020Q4: 3,246 shares; 2021Q1: 3,210 shares; 2021Q2: 3,960 shares; 2021Q3: 3,960 shares; 2021Q4: 3,960 shares 3,960 $484K 0.04% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,615 shares; 2021Q2: 3,915 shares; 2021Q3: 3,915 shares; 2021Q4: 3,915 shares 3,915 $466K 0.04% 0 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; 2020Q1: 2,941 shares; 2020Q2: 4,727 shares; 2020Q3: 5,280 shares; 2020Q4: 5,237 shares; 2021Q1: 5,840 shares; 2021Q2: 6,730 shares; 2021Q3: 6,366 shares; 2021Q4: 6,322 shares 6,322 $463K 0.04% -44 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,087 shares; 2020Q2: 18,087 shares; 2020Q3: 17,652 shares; 2020Q4: 17,652 shares; 2021Q1: 17,652 shares; 2021Q2: 17,652 shares; 2021Q3: 17,652 shares; 2021Q4: 17,652 shares 17,652 $458K 0.04% 0 Timeline XLB 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; 2020Q1: 5,440 shares; 2020Q2: 5,140 shares; 2020Q3: 4,465 shares; 2020Q4: 4,465 shares; 2021Q1: 4,717 shares; 2021Q2: 4,717 shares; 2021Q3: 5,033 shares; 2021Q4: 5,033 shares 5,033 $454K 0.04% 0 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,538 shares; 2021Q3: 3,738 shares; 2021Q4: 3,738 shares 3,738 $443K 0.03% 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 11,395 shares; 2021Q4: 13,852 shares 13,852 $440K 0.03% +2,457 Timeline 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 987 shares; 2021Q1: 1,078 shares; 2021Q2: 1,093 shares; 2021Q3: 1,108 shares; 2021Q4: 1,891 shares 1,891 $436K 0.03% +783 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 908 shares 908 $424K 0.03% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7,248 shares; 2021Q4: 4,848 shares 4,848 $408K 0.03% -2,400 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,500 shares 7,500 $402K 0.03% new JHG JANUS HENDERSON GROUP PLC More: the full row for JANUS HENDERSON GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,438 shares 9,438 $397K 0.03% new Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,950 shares 11,950 $396K 0.03% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,689 shares; 2020Q2: 7,437 shares; 2020Q3: 6,237 shares; 2020Q4: 3,907 shares; 2021Q1: 3,897 shares; 2021Q2: 3,187 shares; 2021Q3: 2,887 shares; 2021Q4: 2,887 shares 2,887 $394K 0.03% 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; 2020Q1: 2,200 shares; 2020Q2: 2,150 shares; 2020Q3: 2,150 shares; 2020Q4: 2,100 shares; 2021Q1: 2,100 shares; 2021Q2: 1,706 shares; 2021Q3: 1,556 shares; 2021Q4: 1,556 shares 1,556 $382K 0.03% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,700 shares; 2020Q2: 1,700 shares; 2020Q3: 1,700 shares; 2020Q4: 1,783 shares; 2021Q1: 1,783 shares; 2021Q2: 1,700 shares; 2021Q3: 1,700 shares; 2021Q4: 2,200 shares 2,200 $379K 0.03% +500 Timeline CATH GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,350 shares; 2020Q2: not reported; 2020Q3: 6,350 shares; 2020Q4: 6,350 shares; 2021Q1: 6,350 shares; 2021Q2: 6,350 shares; 2021Q3: 6,350 shares; 2021Q4: 6,350 shares 6,350 $375K 0.03% 0 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,400 shares 6,400 $374K 0.03% new Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,364 shares 8,364 $369K 0.03% new NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 568 shares; 2021Q1: 607 shares; 2021Q2: 619 shares; 2021Q3: 623 shares; 2021Q4: 561 shares 561 $367K 0.03% -62 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,967 shares; 2021Q3: 4,867 shares; 2021Q4: 4,867 shares 4,867 $367K 0.03% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 115 shares; 2021Q3: 149 shares; 2021Q4: 149 shares 149 $357K 0.03% 0 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 185,522 shares; 2020Q2: 159,346 shares; 2020Q3: 135,695 shares; 2020Q4: 123,180 shares; 2021Q1: 41,674 shares; 2021Q2: 34,574 shares; 2021Q3: 20,553 shares; 2021Q4: 18,907 shares 18,907 $347K 0.03% -1,646 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; 2020Q1: 4,112 shares; 2020Q2: 4,154 shares; 2020Q3: 4,154 shares; 2020Q4: 4,154 shares; 2021Q1: 4,154 shares; 2021Q2: 4,789 shares; 2021Q3: 4,162 shares; 2021Q4: 5,162 shares 5,162 $346K 0.03% +1,000 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 611 shares; 2020Q3: 611 shares; 2020Q4: 611 shares; 2021Q1: 611 shares; 2021Q2: 811 shares; 2021Q3: 986 shares; 2021Q4: 486 shares 486 $341K 0.03% -500 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,832 shares; 2020Q4: 3,179 shares; 2021Q1: 3,179 shares; 2021Q2: 3,179 shares; 2021Q3: 3,179 shares; 2021Q4: 3,039 shares 3,039 $336K 0.03% -140 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 12,612 shares; 2021Q3: 11,081 shares; 2021Q4: 10,741 shares 10,741 $330K 0.03% -340 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,533 shares; 2020Q4: 3,533 shares; 2021Q1: 3,533 shares; 2021Q2: 3,183 shares; 2021Q3: 3,200 shares; 2021Q4: 4,200 shares 4,200 $328K 0.03% +1,000 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 44,837 shares; 2020Q2: 32,740 shares; 2020Q3: 30,600 shares; 2020Q4: 30,600 shares; 2021Q1: 30,590 shares; 2021Q2: 10,368 shares; 2021Q3: 10,245 shares; 2021Q4: 12,245 shares 12,245 $327K 0.03% +2,000 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,156 shares 4,156 $318K 0.03% new Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,170 shares; 2020Q2: 11,265 shares; 2020Q3: 10,635 shares; 2020Q4: 20,028 shares; 2021Q1: 8,735 shares; 2021Q2: 8,735 shares; 2021Q3: 10,585 shares; 2021Q4: 10,585 shares 10,585 $318K 0.03% 0 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 3,070 shares; 2020Q3: 3,070 shares; 2020Q4: 3,070 shares; 2021Q1: 3,110 shares; 2021Q2: 2,985 shares; 2021Q3: 2,985 shares; 2021Q4: 2,985 shares 2,985 $316K 0.02% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,330 shares; 2020Q2: 3,652 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,045 shares 4,045 $315K 0.02% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,806 shares; 2020Q2: not reported; 2020Q3: 8,418 shares; 2020Q4: 7,658 shares; 2021Q1: 7,053 shares; 2021Q2: 6,783 shares; 2021Q3: 2,468 shares; 2021Q4: 2,368 shares 2,368 $314K 0.02% -100 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,900 shares 4,900 $311K 0.02% new Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,256 shares; 2020Q4: 5,256 shares; 2021Q1: 5,256 shares; 2021Q2: 5,256 shares; 2021Q3: 5,256 shares; 2021Q4: 5,256 shares 5,256 $308K 0.02% 0 Timeline JP MORGAN CHASE & CO JP MORGAN CHASE & CO More: the full row for JP MORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,537 shares 17,537 $307K 0.02% new IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,650 shares; 2021Q2: 2,650 shares; 2021Q3: 2,650 shares; 2021Q4: 2,650 shares 2,650 $298K 0.02% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 656 shares; 2021Q3: 856 shares; 2021Q4: 806 shares 806 $296K 0.02% -50 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,016 shares; 2021Q4: 2,536 shares 2,536 $293K 0.02% +520 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 971 shares; 2021Q2: 1,121 shares; 2021Q3: 1,197 shares; 2021Q4: 1,242 shares 1,242 $291K 0.02% +45 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,805 shares; 2021Q2: 4,945 shares; 2021Q3: 4,845 shares; 2021Q4: 5,005 shares 5,005 $279K 0.02% +160 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,225 shares 1,225 $273K 0.02% new Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,162 shares; 2020Q2: not reported; 2020Q3: 5,610 shares; 2020Q4: 5,610 shares; 2021Q1: 5,585 shares; 2021Q2: 5,585 shares; 2021Q3: 5,520 shares; 2021Q4: 5,520 shares 5,520 $271K 0.02% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 806 shares 806 $265K 0.02% new Timeline RPV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,865 shares; 2020Q2: 10,745 shares; 2020Q3: 7,545 shares; 2020Q4: 6,345 shares; 2021Q1: 5,005 shares; 2021Q2: 4,345 shares; 2021Q3: 3,925 shares; 2021Q4: 3,275 shares 3,275 $265K 0.02% -650 Timeline RSPH 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; 2020Q1: 1,480 shares; 2020Q2: 1,185 shares; 2020Q3: 1,145 shares; 2020Q4: 820 shares; 2021Q1: 820 shares; 2021Q2: 820 shares; 2021Q3: 820 shares; 2021Q4: 820 shares 820 $264K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,988 shares 2,988 $259K 0.02% new Timeline FXL 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,930 shares; 2021Q1: 1,930 shares; 2021Q2: 1,930 shares; 2021Q3: 1,930 shares; 2021Q4: 1,930 shares 1,930 $256K 0.02% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 13,736 shares 13,736 $253K 0.02% new Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,949 shares 4,949 $251K 0.02% new Timeline KIRKLAND LAKE GOLD LTD KIRKLAND LAKE GOLD LTD More: the full row for KIRKLAND LAKE GOLD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6,000 shares; 2021Q4: 6,000 shares 6,000 $249K 0.02% 0 CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,800 shares; 2021Q2: 4,025 shares; 2021Q3: 4,790 shares; 2021Q4: 4,756 shares 4,756 $248K 0.02% -34 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,572 shares; 2021Q4: 1,822 shares 1,822 $247K 0.02% -1,750 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,675 shares; 2020Q4: 5,675 shares; 2021Q1: 5,675 shares; 2021Q2: 5,675 shares; 2021Q3: 4,753 shares; 2021Q4: 4,753 shares 4,753 $243K 0.02% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,093 shares; 2020Q2: 17,263 shares; 2020Q3: 14,921 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,200 shares; 2021Q3: 6,200 shares; 2021Q4: 6,200 shares 6,200 $242K 0.02% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,164 shares; 2020Q2: 14,248 shares; 2020Q3: 14,164 shares; 2020Q4: 14,164 shares; 2021Q1: 14,164 shares; 2021Q2: 14,164 shares; 2021Q3: 14,164 shares; 2021Q4: 15,250 shares 15,250 $241K 0.02% +1,086 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; 2020Q1: not reported; 2020Q2: 936 shares; 2020Q3: 936 shares; 2020Q4: 864 shares; 2021Q1: 864 shares; 2021Q2: 864 shares; 2021Q3: 864 shares; 2021Q4: 777 shares 777 $236K 0.02% -87 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares 1,000 $236K 0.02% 0 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 213,279 shares; 2020Q2: 9,850 shares; 2020Q3: 8,430 shares; 2020Q4: 9,174 shares; 2021Q1: 3,584 shares; 2021Q2: 3,214 shares; 2021Q3: 3,799 shares; 2021Q4: 3,334 shares 3,334 $236K 0.02% -465 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,150 shares; 2021Q4: 2,150 shares 2,150 $235K 0.02% 0 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,200 shares 2,200 $233K 0.02% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,034 shares; 2020Q2: 1,585 shares; 2020Q3: 1,440 shares; 2020Q4: not reported; 2021Q1: 1,065 shares; 2021Q2: 1,140 shares; 2021Q3: 1,140 shares; 2021Q4: 1,140 shares 1,140 $230K 0.02% 0 Timeline MLPX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,035 shares; 2020Q4: 9,609 shares; 2021Q1: 9,364 shares; 2021Q2: 9,504 shares; 2021Q3: 7,818 shares; 2021Q4: 6,558 shares 6,558 $229K 0.02% -1,260 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,380 shares 4,380 $227K 0.02% new Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 2,070 shares; 2020Q3: 1,987 shares; 2020Q4: not reported; 2021Q1: 1,212 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,112 shares 1,112 $227K 0.02% new Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,900 shares; 2021Q1: 1,900 shares; 2021Q2: 1,900 shares; 2021Q3: 1,900 shares; 2021Q4: 1,650 shares 1,650 $226K 0.02% -250 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,405 shares 4,405 $208K 0.02% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,830 shares; 2021Q2: 1,830 shares; 2021Q3: 1,800 shares; 2021Q4: 1,765 shares 1,765 $208K 0.02% -35 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,500 shares 1,500 $208K 0.02% new Timeline FFBC 1ST FINL BANCORP More: the full row for 1ST FINL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,500 shares 8,500 $207K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,077 shares; 2021Q4: 2,180 shares 2,180 $206K 0.02% -897 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,181 shares 4,181 $206K 0.02% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 811 shares 811 $205K 0.02% new 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares 10,000 $188K 0.01% 0 SLQT SELECTQUOTE INC More: the full row for SELECTQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,900 shares; 2021Q2: not reported; 2021Q3: 18,540 shares; 2021Q4: 19,615 shares 19,615 $182K 0.01% +1,075 Timeline ICAD INC ICAD INC More: the full row for ICAD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,300 shares; 2021Q1: 12,300 shares; 2021Q2: 12,300 shares; 2021Q3: 12,300 shares; 2021Q4: 12,300 shares 12,300 $89K 0.01% 0 ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,517 shares; 2020Q2: 12,517 shares; 2020Q3: 10,543 shares; 2020Q4: 10,543 shares; 2021Q1: 10,543 shares; 2021Q2: 10,543 shares; 2021Q3: 10,543 shares; 2021Q4: 10,543 shares 10,543 $86K 0.01% 0 Timeline CTSO CYTOSORBENTS CORP More: the full row for CYTOSORBENTS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,225 shares; 2021Q1: 15,225 shares; 2021Q2: 15,225 shares; 2021Q3: 15,225 shares; 2021Q4: 15,225 shares 15,225 $62K <0.01% 0 Timeline VYANT BIO INC VYANT BIO INC More: the full row for VYANT BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20,000 shares; 2021Q2: 20,000 shares; 2021Q3: 20,000 shares; 2021Q4: 20,000 shares 20,000 $28K <0.01% 0