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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,235 shares; 2021Q1: 1,235 shares; 2021Q2: 1,225 shares; 2021Q3: 1,467 shares; 2021Q4: 1,075 shares; 2022Q1: 1,075 shares 1,075 $88K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 154 shares; 2021Q4: not reported; 2022Q1: 900 shares 900 $88K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 800 shares; 2021Q1: 800 shares; 2021Q2: 800 shares; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares 800 $88K <0.01% 0 Timeline BJUN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,055 shares; 2021Q3: 2,055 shares; 2021Q4: 2,055 shares; 2022Q1: 2,555 shares 2,555 $88K <0.01% +500 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3 shares; 2021Q4: 3 shares; 2022Q1: 353 shares 353 $86K <0.01% +350 Timeline JPC NUVEEN PFD & INCOME OPPORTUN More: the full row for NUVEEN PFD & INCOME OPPORTUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,052 shares; 2021Q1: 10,052 shares; 2021Q2: 10,052 shares; 2021Q3: 10,052 shares; 2021Q4: 10,052 shares; 2022Q1: 10,052 shares 10,052 $86K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,530 shares; 2021Q1: 1,538 shares; 2021Q2: 1,530 shares; 2021Q3: 1,584 shares; 2021Q4: 704 shares; 2022Q1: 700 shares 700 $84K <0.01% -4 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,740 shares; 2021Q1: 1,740 shares; 2021Q2: 1,720 shares; 2021Q3: 1,720 shares; 2021Q4: 1,520 shares; 2022Q1: 1,520 shares 1,520 $83K <0.01% 0 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,875 shares; 2021Q4: 1,724 shares; 2022Q1: 1,544 shares 1,544 $82K <0.01% -180 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 525 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 608 shares 608 $82K <0.01% +208 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 818 shares; 2021Q1: 847 shares; 2021Q2: 906 shares; 2021Q3: 883 shares; 2021Q4: 844 shares; 2022Q1: 818 shares 818 $82K <0.01% -26 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 381 shares; 2021Q1: 381 shares; 2021Q2: 381 shares; 2021Q3: 385 shares; 2021Q4: 385 shares; 2022Q1: 616 shares 616 $81K <0.01% +231 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 613 shares; 2021Q1: 704 shares; 2021Q2: 688 shares; 2021Q3: 688 shares; 2021Q4: 724 shares; 2022Q1: 688 shares 688 $81K <0.01% -36 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,022 shares; 2021Q3: 1,070 shares; 2021Q4: 368 shares; 2022Q1: 320 shares 320 $81K <0.01% -48 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 90 shares; 2021Q1: 90 shares; 2021Q2: 290 shares; 2021Q3: 292 shares; 2021Q4: 292 shares; 2022Q1: 370 shares 370 $80K <0.01% +78 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,500 shares; 2021Q3: 1,555 shares; 2021Q4: 1,500 shares; 2022Q1: 1,540 shares 1,540 $79K <0.01% +40 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 373 shares 373 $78K <0.01% new Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 120 shares; 2021Q1: 120 shares; 2021Q2: 120 shares; 2021Q3: 151 shares; 2021Q4: 156 shares; 2022Q1: 263 shares 263 $78K <0.01% +107 EWW ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,400 shares; 2021Q1: 1,400 shares; 2021Q2: 1,400 shares; 2021Q3: 1,400 shares; 2021Q4: 1,400 shares; 2022Q1: 1,400 shares 1,400 $77K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,137 shares; 2021Q1: 737 shares; 2021Q2: 1,725 shares; 2021Q3: 1,497 shares; 2021Q4: 1,248 shares; 2022Q1: 1,631 shares 1,631 $76K <0.01% +383 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 548 shares; 2021Q1: 548 shares; 2021Q2: 648 shares; 2021Q3: 653 shares; 2021Q4: 548 shares; 2022Q1: 849 shares 849 $76K <0.01% +301 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,189 shares 1,189 $74K <0.01% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 650 shares; 2021Q1: 650 shares; 2021Q2: 510 shares; 2021Q3: 510 shares; 2021Q4: 510 shares; 2022Q1: 510 shares 510 $74K <0.01% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 959 shares; 2021Q1: 959 shares; 2021Q2: 959 shares; 2021Q3: 959 shares; 2021Q4: 959 shares; 2022Q1: 664 shares 664 $73K <0.01% -295 Timeline MDGL MADRIGAL PHARMACEUTICALS INC More: the full row for MADRIGAL PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 743 shares; 2021Q1: 743 shares; 2021Q2: 743 shares; 2021Q3: 743 shares; 2021Q4: 743 shares; 2022Q1: 743 shares 743 $73K <0.01% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 70 shares; 2021Q2: 70 shares; 2021Q3: 388 shares; 2021Q4: 428 shares; 2022Q1: 488 shares 488 $72K <0.01% +60 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 196 shares 196 $72K <0.01% new Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 973 shares; 2021Q1: 973 shares; 2021Q2: 973 shares; 2021Q3: 973 shares; 2021Q4: 973 shares; 2022Q1: 973 shares 973 $72K <0.01% 0 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,900 shares; 2021Q1: 4,900 shares; 2021Q2: 4,700 shares; 2021Q3: 4,700 shares; 2021Q4: 4,700 shares; 2022Q1: 4,700 shares 4,700 $72K <0.01% 0 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 390 shares; 2021Q1: 390 shares; 2021Q2: 390 shares; 2021Q3: 390 shares; 2021Q4: 390 shares; 2022Q1: 390 shares 390 $71K <0.01% 0 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,600 shares; 2021Q3: 1,913 shares; 2021Q4: 1,913 shares; 2022Q1: 1,913 shares 1,913 $71K <0.01% 0 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,500 shares; 2021Q1: 2,500 shares; 2021Q2: 2,500 shares; 2021Q3: 2,500 shares; 2021Q4: 2,500 shares; 2022Q1: 2,500 shares 2,500 $71K <0.01% 0 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,242 shares; 2021Q3: 1,242 shares; 2021Q4: 1,242 shares; 2022Q1: 1,242 shares 1,242 $70K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,025 shares; 2021Q1: 1,025 shares; 2021Q2: 1,025 shares; 2021Q3: 1,025 shares; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares 1,025 $70K <0.01% 0 Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 625 shares; 2021Q4: 625 shares; 2022Q1: 625 shares 625 $70K <0.01% 0 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 775 shares; 2021Q1: 797 shares; 2021Q2: 700 shares; 2021Q3: 1,567 shares; 2021Q4: 1,567 shares; 2022Q1: 1,567 shares 1,567 $69K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,937 shares; 2021Q1: 1,937 shares; 2021Q2: 1,937 shares; 2021Q3: 2,182 shares; 2021Q4: 2,182 shares; 2022Q1: 2,112 shares 2,112 $69K <0.01% -70 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,362 shares; 2021Q4: 806 shares; 2022Q1: 806 shares 806 $68K <0.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,222 shares; 2021Q1: 2,940 shares; 2021Q2: 2,700 shares; 2021Q3: 2,700 shares; 2021Q4: 2,889 shares; 2022Q1: 3,999 shares 3,999 $68K <0.01% +1,110 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,031 shares; 2021Q1: 1,031 shares; 2021Q2: 1,031 shares; 2021Q3: 1,031 shares; 2021Q4: 1,031 shares; 2022Q1: 1,031 shares 1,031 $67K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,084 shares; 2021Q4: 1,577 shares; 2022Q1: 1,578 shares 1,578 $66K <0.01% +1 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 828 shares 828 $66K <0.01% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 272 shares 272 $66K <0.01% new Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 825 shares; 2021Q1: 847 shares; 2021Q2: 825 shares; 2021Q3: 1,048 shares; 2021Q4: 1,048 shares; 2022Q1: 1,048 shares 1,048 $66K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 700 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $66K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 268 shares 268 $65K <0.01% new Timeline FAF FIRST AMERN FINL CORP More: the full row for FIRST AMERN FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $65K <0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $64K <0.01% 0 Timeline DGT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 571 shares; 2021Q1: 571 shares; 2021Q2: 571 shares; 2021Q3: 571 shares; 2021Q4: 571 shares; 2022Q1: 571 shares 571 $64K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 112 shares; 2021Q1: 125 shares; 2021Q2: 216 shares; 2021Q3: 216 shares; 2021Q4: 664 shares; 2022Q1: 694 shares 694 $63K <0.01% +30 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 920 shares; 2021Q3: 1,060 shares; 2021Q4: 1,060 shares; 2022Q1: 1,060 shares 1,060 $62K <0.01% 0 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 413 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 850 shares 850 $60K <0.01% +450 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 700 shares; 2021Q1: 718 shares; 2021Q2: 700 shares; 2021Q3: 708 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $60K <0.01% 0 Timeline BNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 325 shares; 2021Q4: 625 shares; 2022Q1: 1,875 shares 1,875 $60K <0.01% +1,250 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,990 shares; 2022Q1: 1,990 shares 1,990 $59K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 350 shares; 2021Q3: 253 shares; 2021Q4: 253 shares; 2022Q1: 454 shares 454 $58K <0.01% +201 Timeline PACWEST BANCORP DEL PACWEST BANCORP DEL More: the full row for PACWEST BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,345 shares; 2021Q1: 1,345 shares; 2021Q2: 1,345 shares; 2021Q3: 1,345 shares; 2021Q4: 1,345 shares; 2022Q1: 1,345 shares 1,345 $58K <0.01% 0 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,071 shares; 2021Q1: 1,071 shares; 2021Q2: 1,071 shares; 2021Q3: 1,071 shares; 2021Q4: 1,071 shares; 2022Q1: 681 shares 681 $57K <0.01% -390 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 156 shares; 2021Q3: 203 shares; 2021Q4: 203 shares; 2022Q1: 203 shares 203 $57K <0.01% 0 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,564 shares; 2021Q1: 1,579 shares; 2021Q2: 1,564 shares; 2021Q3: 1,577 shares; 2021Q4: 1,271 shares; 2022Q1: 1,271 shares 1,271 $57K <0.01% 0 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 189 shares; 2021Q1: 221 shares; 2021Q2: 244 shares; 2021Q3: 232 shares; 2021Q4: 232 shares; 2022Q1: 232 shares 232 $56K <0.01% 0 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 618 shares; 2021Q1: 618 shares; 2021Q2: 618 shares; 2021Q3: 618 shares; 2021Q4: 618 shares; 2022Q1: 618 shares 618 $56K <0.01% 0 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,187 shares; 2021Q3: 1,187 shares; 2021Q4: 1,187 shares; 2022Q1: 1,187 shares 1,187 $55K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 130 shares; 2021Q2: 254 shares; 2021Q3: 407 shares; 2021Q4: 405 shares; 2022Q1: 344 shares 344 $54K <0.01% -61 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 300 shares; 2021Q1: 308 shares; 2021Q2: 300 shares; 2021Q3: 326 shares; 2021Q4: 326 shares; 2022Q1: 326 shares 326 $54K <0.01% 0 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,073 shares; 2021Q1: 1,073 shares; 2021Q2: 1,007 shares; 2021Q3: 940 shares; 2021Q4: 940 shares; 2022Q1: 940 shares 940 $53K <0.01% 0 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,100 shares; 2021Q1: 2,100 shares; 2021Q2: 2,100 shares; 2021Q3: 2,000 shares; 2021Q4: 845 shares; 2022Q1: 890 shares 890 $53K <0.01% +45 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5 shares; 2022Q1: 1,050 shares 1,050 $53K <0.01% +1,045 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 219 shares; 2021Q1: 223 shares; 2021Q2: 347 shares; 2021Q3: 349 shares; 2021Q4: 349 shares; 2022Q1: 219 shares 219 $53K <0.01% -130 Timeline BTT BLACKROCK MUN TARGET TERM TR More: the full row for BLACKROCK MUN TARGET TERM TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,250 shares; 2021Q1: 2,250 shares; 2021Q2: 2,250 shares; 2021Q3: 2,250 shares; 2021Q4: 2,250 shares; 2022Q1: 2,250 shares 2,250 $53K <0.01% 0 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 750 shares; 2022Q1: 750 shares 750 $53K <0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 439 shares; 2021Q3: 674 shares; 2021Q4: 674 shares; 2022Q1: 1,104 shares 1,104 $52K <0.01% +430 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 347 shares; 2021Q3: 706 shares; 2021Q4: 706 shares; 2022Q1: 691 shares 691 $52K <0.01% -15 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $52K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 322 shares; 2021Q3: 499 shares; 2021Q4: 499 shares; 2022Q1: 493 shares 493 $51K <0.01% -6 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 80 shares; 2021Q3: 375 shares; 2021Q4: 375 shares; 2022Q1: 375 shares 375 $50K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3 shares; 2021Q2: 636 shares; 2021Q3: 185 shares; 2021Q4: 114 shares; 2022Q1: 106 shares 106 $50K <0.01% -8 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,500 shares; 2022Q1: 5,000 shares 5,000 $50K <0.01% +2,500 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,345 shares; 2021Q1: 1,345 shares; 2021Q2: 1,345 shares; 2021Q3: 1,345 shares; 2021Q4: 1,145 shares; 2022Q1: 941 shares 941 $50K <0.01% -204 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 984 shares; 2021Q1: 984 shares; 2021Q2: 984 shares; 2021Q3: 984 shares; 2021Q4: 984 shares; 2022Q1: 984 shares 984 $50K <0.01% 0 Timeline GBCI GLACIER BANCORP INC NEW More: the full row for GLACIER BANCORP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $50K <0.01% 0 Timeline EDIV SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,400 shares; 2021Q1: 4,400 shares; 2021Q2: 4,400 shares; 2021Q3: 4,400 shares; 2021Q4: 3,400 shares; 2022Q1: 1,700 shares 1,700 $50K <0.01% -1,700 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 350 shares; 2021Q3: 2,807 shares; 2021Q4: 918 shares; 2022Q1: 919 shares 919 $49K <0.01% +1 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,620 shares; 2021Q1: 340 shares; 2021Q2: 374 shares; 2021Q3: 443 shares; 2021Q4: 451 shares; 2022Q1: 443 shares 443 $49K <0.01% -8 Timeline UCIB UBS AG LONDON BRANCH More: the full row for UBS AG LONDON BRANCH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,600 shares; 2021Q3: 1,600 shares; 2021Q4: 1,885 shares; 2022Q1: 1,885 shares 1,885 $49K <0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 191 shares; 2021Q1: 191 shares; 2021Q2: 291 shares; 2021Q3: 100 shares; 2021Q4: 125 shares; 2022Q1: 125 shares 125 $48K <0.01% 0 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 736 shares; 2021Q1: 486 shares; 2021Q2: 486 shares; 2021Q3: 236 shares; 2021Q4: 261 shares; 2022Q1: 261 shares 261 $48K <0.01% 0 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 485 shares; 2021Q1: 470 shares; 2021Q2: 375 shares; 2021Q3: 375 shares; 2021Q4: 125 shares; 2022Q1: 175 shares 175 $48K <0.01% +50 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 475 shares; 2021Q3: 475 shares; 2021Q4: 475 shares; 2022Q1: 475 shares 475 $48K <0.01% 0 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,970 shares; 2021Q1: 1,145 shares; 2021Q2: 5,433 shares; 2021Q3: 1,145 shares; 2021Q4: 1,145 shares; 2022Q1: 1,145 shares 1,145 $47K <0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $46K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 285 shares; 2021Q1: 310 shares; 2021Q2: 285 shares; 2021Q3: 285 shares; 2021Q4: 285 shares; 2022Q1: 285 shares 285 $46K <0.01% 0 Timeline ZVIA ZEVIA PBC More: the full row for ZEVIA PBC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares 10,000 $46K <0.01% 0 Timeline PACB PACIFIC BIOSCIENCES CALIF IN More: the full row for PACIFIC BIOSCIENCES CALIF IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,975 shares; 2022Q1: 4,975 shares 4,975 $45K <0.01% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 70 shares; 2021Q1: 54 shares; 2021Q2: not reported; 2021Q3: 6 shares; 2021Q4: 6 shares; 2022Q1: 248 shares 248 $45K <0.01% +242 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 350 shares; 2021Q3: 556 shares; 2021Q4: 556 shares; 2022Q1: 556 shares 556 $45K <0.01% 0 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,000 shares; 2021Q1: 2,136 shares; 2021Q2: 2,136 shares; 2021Q3: 2,136 shares; 2021Q4: 2,136 shares; 2022Q1: 2,136 shares 2,136 $45K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 175 shares; 2021Q3: 511 shares; 2021Q4: 511 shares; 2022Q1: 511 shares 511 $45K <0.01% 0 Timeline HTGC HERCULES CAPITAL INC More: the full row for HERCULES CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,500 shares; 2021Q1: 2,492 shares; 2021Q2: 2,492 shares; 2021Q3: 2,492 shares; 2021Q4: 2,492 shares; 2022Q1: 2,492 shares 2,492 $45K <0.01% 0 Timeline UFPI UFP INDUSTRIES INC More: the full row for UFP INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 600 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 579 shares 579 $45K <0.01% +79 Timeline PIMCO CALIFORNIA MUNICIPAL … PIMCO CALIFORNIA MUNICIPAL INC More: the full row for PIMCO CALIFORNIA MUNICIPAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 5,000 shares 5,000 $45K <0.01% new SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 415 shares; 2021Q4: not reported; 2022Q1: 1,160 shares 1,160 $44K <0.01% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 413 shares; 2022Q1: 413 shares 413 $44K <0.01% 0 Timeline NXP NUVEEN SELECT TAX-FREE INCOM More: the full row for NUVEEN SELECT TAX-FREE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 3,056 shares; 2022Q1: 3,056 shares 3,056 $44K <0.01% 0 Timeline BIT BLACKROCK MULTI SECTOR INC T More: the full row for BLACKROCK MULTI SECTOR INC T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,350 shares; 2022Q1: 2,700 shares 2,700 $44K <0.01% +1,350 Timeline PCEF INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,475 shares; 2021Q1: 2,475 shares; 2021Q2: 2,475 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $44K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 725 shares; 2021Q1: 725 shares; 2021Q2: 725 shares; 2021Q3: 725 shares; 2021Q4: 725 shares; 2022Q1: 725 shares 725 $43K <0.01% 0 Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,150 shares; 2021Q1: 1,150 shares; 2021Q2: 1,150 shares; 2021Q3: 1,150 shares; 2021Q4: 1,150 shares; 2022Q1: 1,150 shares 1,150 $43K <0.01% 0 WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 177 shares; 2021Q4: 177 shares; 2022Q1: 177 shares 177 $42K <0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,550 shares; 2022Q1: 3,100 shares 3,100 $41K <0.01% +1,550 Timeline SAMG SILVERCREST ASSET MGMT GROUP More: the full row for SILVERCREST ASSET MGMT GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $41K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10 shares; 2021Q2: 1,392 shares; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $40K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,500 shares; 2021Q3: 1,519 shares; 2021Q4: 1,519 shares; 2022Q1: 1,519 shares 1,519 $39K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 440 shares; 2021Q1: 390 shares; 2021Q2: 390 shares; 2021Q3: 390 shares; 2021Q4: 390 shares; 2022Q1: 390 shares 390 $39K <0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 206 shares; 2021Q1: 206 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $39K <0.01% 0 Timeline DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 850 shares; 2021Q1: 14,160 shares; 2021Q2: 18,485 shares; 2021Q3: 16,360 shares; 2021Q4: 2,253 shares; 2022Q1: 2,028 shares 2,028 $39K <0.01% -225 ELD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,775 shares; 2021Q1: 2,775 shares; 2021Q2: 2,775 shares; 2021Q3: 2,775 shares; 2021Q4: 2,775 shares; 2022Q1: 1,388 shares 1,388 $39K <0.01% -1,387 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,570 shares 1,570 $38K <0.01% new Timeline ACA ARCOSA INC More: the full row for ARCOSA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 666 shares; 2021Q1: 666 shares; 2021Q2: 666 shares; 2021Q3: 666 shares; 2021Q4: 666 shares; 2022Q1: 666 shares 666 $38K <0.01% 0 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 600 shares; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares 600 $38K <0.01% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 40 shares; 2021Q2: 280 shares; 2021Q3: 310 shares; 2021Q4: 540 shares; 2022Q1: 965 shares 965 $38K <0.01% +425 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 1,328 shares 1,328 $38K <0.01% +1,128 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 500 shares; 2021Q3: 513 shares; 2021Q4: 533 shares; 2022Q1: 513 shares 513 $37K <0.01% -20 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,543 shares; 2021Q4: 2,569 shares; 2022Q1: 1,070 shares 1,070 $37K <0.01% -1,499 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 350 shares; 2021Q2: 350 shares; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $37K <0.01% 0 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,144 shares 1,144 $37K <0.01% +144 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 417 shares; 2021Q1: 417 shares; 2021Q2: 417 shares; 2021Q3: 417 shares; 2021Q4: 417 shares; 2022Q1: 417 shares 417 $37K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $37K <0.01% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $36K <0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 821 shares; 2021Q1: 896 shares; 2021Q2: 746 shares; 2021Q3: 721 shares; 2021Q4: 796 shares; 2022Q1: 721 shares 721 $36K <0.01% -75 Timeline ALLEGHANY CORP DEL ALLEGHANY CORP DEL More: the full row for ALLEGHANY CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 43 shares 43 $36K <0.01% new GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 67 shares; 2021Q1: 67 shares; 2021Q2: 67 shares; 2021Q3: 68 shares; 2021Q4: 68 shares; 2022Q1: 68 shares 68 $35K <0.01% 0 Timeline SPYX SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 309 shares 309 $34K <0.01% new Timeline ASA ASA GOLD AND PRECIOUS MTLS L More: the full row for ASA GOLD AND PRECIOUS MTLS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares; 2021Q2: 1,500 shares; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares 1,500 $34K <0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,335 shares; 2021Q1: 2,335 shares; 2021Q2: 2,335 shares; 2021Q3: 2,335 shares; 2021Q4: 2,335 shares; 2022Q1: 2,335 shares 2,335 $33K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 110 shares 110 $33K <0.01% new Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $33K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 750 shares; 2021Q1: 750 shares; 2021Q2: 800 shares; 2021Q3: 766 shares; 2021Q4: 766 shares; 2022Q1: 766 shares 766 $33K <0.01% 0 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,699 shares; 2021Q1: 1,699 shares; 2021Q2: 1,699 shares; 2021Q3: 1,699 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares 1,500 $33K <0.01% 0 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,683 shares; 2021Q1: 1,683 shares; 2021Q2: 1,683 shares; 2021Q3: 1,683 shares; 2021Q4: 1,683 shares; 2022Q1: 1,683 shares 1,683 $33K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 380 shares; 2021Q2: 380 shares; 2021Q3: 380 shares; 2021Q4: 380 shares; 2022Q1: 380 shares 380 $33K <0.01% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2 shares; 2021Q2: 10 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 129 shares 129 $32K <0.01% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 883 shares; 2021Q1: 883 shares; 2021Q2: 883 shares; 2021Q3: 883 shares; 2021Q4: 883 shares; 2022Q1: 883 shares 883 $32K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 395 shares; 2022Q1: 325 shares 325 $32K <0.01% -70 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,250 shares; 2021Q1: 1,250 shares; 2021Q2: 1,250 shares; 2021Q3: 1,250 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $32K <0.01% 0 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,925 shares; 2021Q1: 1,925 shares; 2021Q2: 2,014 shares; 2021Q3: 1,925 shares; 2021Q4: 1,925 shares; 2022Q1: 1,925 shares 1,925 $32K <0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 525 shares 525 $32K <0.01% new Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 275 shares; 2021Q1: 275 shares; 2021Q2: 275 shares; 2021Q3: 275 shares; 2021Q4: 275 shares; 2022Q1: 275 shares 275 $32K <0.01% 0 Timeline TARO PHARMACEUTICAL INDS LTD TARO PHARMACEUTICAL INDS LTD More: the full row for TARO PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 750 shares; 2021Q1: 750 shares; 2021Q2: 750 shares; 2021Q3: 750 shares; 2021Q4: 750 shares; 2022Q1: 750 shares 750 $32K <0.01% 0 ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 550 shares; 2021Q3: 525 shares; 2021Q4: 525 shares; 2022Q1: 250 shares 250 $31K <0.01% -275 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 186 shares 186 $31K <0.01% +36 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 781 shares; 2021Q1: 781 shares; 2021Q2: 781 shares; 2021Q3: 781 shares; 2021Q4: 781 shares; 2022Q1: 781 shares 781 $31K <0.01% 0 Timeline SHOCKWAVE MED INC SHOCKWAVE MED INC More: the full row for SHOCKWAVE MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 160 shares; 2021Q1: 160 shares; 2021Q2: 160 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $31K <0.01% 0 HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 117 shares; 2021Q1: 123 shares; 2021Q2: 117 shares; 2021Q3: 120 shares; 2021Q4: 120 shares; 2022Q1: 120 shares 120 $30K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $30K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3 shares; 2021Q4: 3 shares; 2022Q1: 153 shares 153 $30K <0.01% +150 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $30K <0.01% 0 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 610 shares 610 $30K <0.01% +110 Timeline SMARTSHEET INC. (CLASS A) SMARTSHEET INC. (CLASS A) More: the full row for SMARTSHEET INC. (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 550 shares; 2021Q1: 550 shares; 2021Q2: 550 shares; 2021Q3: 550 shares; 2021Q4: 550 shares; 2022Q1: 550 shares 550 $30K <0.01% 0 UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,070 shares 1,070 $30K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 12 shares; 2021Q2: 254 shares; 2021Q3: 261 shares; 2021Q4: 261 shares; 2022Q1: 261 shares 261 $29K <0.01% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 170 shares; 2021Q3: 290 shares; 2021Q4: 300 shares; 2022Q1: 1,015 shares 1,015 $29K <0.01% +715 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 20 shares; 2021Q2: 145 shares; 2021Q3: 255 shares; 2021Q4: 265 shares; 2022Q1: 940 shares 940 $29K <0.01% +675 Timeline II VI INC II VI INC More: the full row for II VI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $29K <0.01% 0 FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 693 shares; 2022Q1: 693 shares 693 $29K <0.01% 0 Timeline BLACK KNIGHT INC COM BLACK KNIGHT INC COM More: the full row for BLACK KNIGHT INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $29K <0.01% 0 TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40 shares; 2021Q1: 40 shares; 2021Q2: 400 shares; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 400 shares 400 $28K <0.01% -120 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 280 shares; 2021Q1: 283 shares; 2021Q2: 285 shares; 2021Q3: 873 shares; 2021Q4: 876 shares; 2022Q1: 879 shares 879 $28K <0.01% +3 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 11 shares; 2021Q2: not reported; 2021Q3: 7 shares; 2021Q4: 7 shares; 2022Q1: 367 shares 367 $28K <0.01% +360 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 100 shares; 2021Q3: 125 shares; 2021Q4: 185 shares; 2022Q1: 150 shares 150 $28K <0.01% -35 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 340 shares; 2021Q4: 365 shares; 2022Q1: 365 shares 365 $28K <0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,100 shares; 2021Q4: 2,100 shares; 2022Q1: 2,100 shares 2,100 $28K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 137 shares; 2021Q1: 137 shares; 2021Q2: 137 shares; 2021Q3: 140 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $27K <0.01% 0 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,400 shares; 2021Q1: 1,400 shares; 2021Q2: 1,404 shares; 2021Q3: 6 shares; 2021Q4: 86 shares; 2022Q1: 84 shares 84 $26K <0.01% -2 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 293 shares; 2021Q1: 293 shares; 2021Q2: 293 shares; 2021Q3: 293 shares; 2021Q4: 395 shares; 2022Q1: 293 shares 293 $26K <0.01% -102 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 801 shares 801 $26K <0.01% new Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 461 shares; 2021Q1: 461 shares; 2021Q2: 461 shares; 2021Q3: 461 shares; 2021Q4: 461 shares; 2022Q1: 461 shares 461 $26K <0.01% 0 Timeline DEM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,320 shares; 2021Q1: 600 shares; 2021Q2: 600 shares; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares 600 $26K <0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 350 shares; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $26K <0.01% 0 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 612 shares; 2021Q3: 612 shares; 2021Q4: 612 shares; 2022Q1: 612 shares 612 $26K <0.01% 0 Timeline PIEDMONT LITHIUM INC PIEDMONT LITHIUM INC More: the full row for PIEDMONT LITHIUM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 350 shares; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $26K <0.01% 0 SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 616 shares; 2021Q1: 616 shares; 2021Q2: 616 shares; 2021Q3: 616 shares; 2021Q4: 233 shares; 2022Q1: 466 shares 466 $25K <0.01% +233 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $25K <0.01% 0 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 32 shares; 2021Q3: 71 shares; 2021Q4: 71 shares; 2022Q1: 71 shares 71 $25K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 395 shares; 2021Q1: 395 shares; 2021Q2: 395 shares; 2021Q3: 395 shares; 2021Q4: 395 shares; 2022Q1: 395 shares 395 $25K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $25K <0.01% 0 FXH FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 86 shares; 2021Q3: 216 shares; 2021Q4: 216 shares; 2022Q1: 216 shares 216 $25K <0.01% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,988 shares; 2021Q1: 13,138 shares; 2021Q2: 13,091 shares; 2021Q3: 12,816 shares; 2021Q4: 98 shares; 2022Q1: 350 shares 350 $25K <0.01% +252 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 800 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 451 shares; 2021Q4: 227 shares; 2022Q1: 227 shares 227 $24K <0.01% 0 Timeline SPLB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 878 shares; 2021Q2: 878 shares; 2021Q3: 1,794 shares; 2021Q4: 878 shares; 2022Q1: 878 shares 878 $24K <0.01% 0 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 133 shares; 2021Q1: 133 shares; 2021Q2: 133 shares; 2021Q3: 133 shares; 2021Q4: 133 shares; 2022Q1: 133 shares 133 $24K <0.01% 0 Timeline GAB GABELLI EQUITY TR INC More: the full row for GABELLI EQUITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,060 shares; 2021Q1: 3,128 shares; 2021Q2: 3,194 shares; 2021Q3: 3,265 shares; 2021Q4: 3,348 shares; 2022Q1: 3,418 shares 3,418 $24K <0.01% +70 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $24K <0.01% 0 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 130 shares; 2021Q3: 130 shares; 2021Q4: 130 shares; 2022Q1: 130 shares 130 $24K <0.01% 0 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4 shares; 2021Q3: 6 shares; 2021Q4: 61 shares; 2022Q1: 59 shares 59 $23K <0.01% -2 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 925 shares; 2021Q4: 925 shares; 2022Q1: 925 shares 925 $23K <0.01% 0 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $23K <0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 225 shares; 2021Q2: 807 shares; 2021Q3: 203 shares; 2021Q4: 78 shares; 2022Q1: 135 shares 135 $23K <0.01% +57 Timeline BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 900 shares; 2021Q1: 900 shares; 2021Q2: 900 shares; 2021Q3: 900 shares; 2021Q4: 900 shares; 2022Q1: 900 shares 900 $22K <0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 128 shares; 2021Q4: 128 shares; 2022Q1: 128 shares 128 $22K <0.01% 0 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6 shares; 2021Q2: 250 shares; 2021Q3: 102 shares; 2021Q4: 102 shares; 2022Q1: 100 shares 100 $22K <0.01% -2 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50 shares; 2021Q1: 51 shares; 2021Q2: 259 shares; 2021Q3: 54 shares; 2021Q4: 54 shares; 2022Q1: 50 shares 50 $22K <0.01% -4 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 800 shares; 2021Q1: 800 shares; 2021Q2: 800 shares; 2021Q3: 800 shares; 2021Q4: 1,100 shares; 2022Q1: 1,100 shares 1,100 $22K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 650 shares; 2021Q1: 650 shares; 2021Q2: 650 shares; 2021Q3: 659 shares; 2021Q4: 659 shares; 2022Q1: 650 shares 650 $22K <0.01% -9 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $21K <0.01% 0 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 374 shares 374 $21K <0.01% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 176 shares; 2022Q1: 176 shares 176 $21K <0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 102 shares; 2021Q2: 100 shares; 2021Q3: 102 shares; 2021Q4: 102 shares; 2022Q1: 100 shares 100 $21K <0.01% -2 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,275 shares; 2021Q4: 2,275 shares; 2022Q1: 2,275 shares 2,275 $21K <0.01% 0 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 175 shares; 2021Q4: 175 shares; 2022Q1: 175 shares 175 $21K <0.01% 0 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 427 shares; 2021Q1: 427 shares; 2021Q2: 427 shares; 2021Q3: 427 shares; 2021Q4: 427 shares; 2022Q1: 427 shares 427 $21K <0.01% 0 Timeline ECON COLUMBIA ETF TR II More: the full row for COLUMBIA ETF TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,312 shares; 2021Q1: 14,312 shares; 2021Q2: 14,312 shares; 2021Q3: 14,312 shares; 2021Q4: 14,191 shares; 2022Q1: 1,000 shares 1,000 $21K <0.01% -13,191 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,850 shares; 2021Q1: 1,950 shares; 2021Q2: 2,050 shares; 2021Q3: 2,100 shares; 2021Q4: 2,100 shares; 2022Q1: 2,000 shares 2,000 $21K <0.01% -100 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,117 shares; 2021Q1: 1,507 shares; 2021Q2: 1,917 shares; 2021Q3: 1,917 shares; 2021Q4: 417 shares; 2022Q1: 417 shares 417 $20K <0.01% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 204 shares; 2021Q4: 204 shares; 2022Q1: 200 shares 200 $20K <0.01% -4 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 311 shares; 2021Q1: 311 shares; 2021Q2: 400 shares; 2021Q3: 407 shares; 2021Q4: 407 shares; 2022Q1: 400 shares 400 $20K <0.01% -7 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 85 shares; 2021Q3: 131 shares; 2021Q4: 131 shares; 2022Q1: 131 shares 131 $20K <0.01% 0 Timeline KAI KADANT INC More: the full row for KADANT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 101 shares; 2021Q1: 101 shares; 2021Q2: 101 shares; 2021Q3: 101 shares; 2021Q4: 101 shares; 2022Q1: 101 shares 101 $20K <0.01% 0 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 350 shares 350 $20K <0.01% +100 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 928 shares; 2021Q1: 928 shares; 2021Q2: 928 shares; 2021Q3: 714 shares; 2021Q4: 755 shares; 2022Q1: 755 shares 755 $20K <0.01% 0 DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 900 shares; 2021Q1: 3,850 shares; 2021Q2: 4,200 shares; 2021Q3: 4,268 shares; 2021Q4: 568 shares; 2022Q1: 818 shares 818 $20K <0.01% +250 BGC PARTNERS INC BGC PARTNERS INC More: the full row for BGC PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,518 shares 4,518 $20K <0.01% new TILRAY INC TILRAY INC More: the full row for TILRAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,514 shares; 2021Q3: 2,514 shares; 2021Q4: 2,514 shares; 2022Q1: 2,514 shares 2,514 $20K <0.01% 0 HEALTHCARE RLTY TR HEALTHCARE RLTY TR More: the full row for HEALTHCARE RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 736 shares 736 $20K <0.01% new NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 13 shares; 2022Q1: 530 shares 530 $19K <0.01% +517 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 293 shares; 2021Q1: 8 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 164 shares 164 $19K <0.01% new Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 78 shares; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: not reported; 2022Q1: 133 shares 133 $19K <0.01% new Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 480 shares; 2021Q1: 480 shares; 2021Q2: 480 shares; 2021Q3: 480 shares; 2021Q4: 480 shares; 2022Q1: 480 shares 480 $19K <0.01% 0 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 193 shares; 2021Q3: 395 shares; 2021Q4: 395 shares; 2022Q1: 378 shares 378 $19K <0.01% -17 Timeline FLGT FULGENT GENETICS INC More: the full row for FULGENT GENETICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $19K <0.01% 0 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10 shares; 2022Q1: 440 shares 440 $19K <0.01% +430 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,000 shares 1,000 $19K <0.01% new Timeline AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 441 shares 441 $19K <0.01% +141 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 110 shares; 2021Q2: 110 shares; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares 110 $18K <0.01% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 75 shares; 2021Q3: 89 shares; 2021Q4: 89 shares; 2022Q1: 89 shares 89 $18K <0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 75 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 103 shares 103 $18K <0.01% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,150 shares; 2021Q1: 11,260 shares; 2021Q2: 11,260 shares; 2021Q3: 11,352 shares; 2021Q4: 130 shares; 2022Q1: 130 shares 130 $18K <0.01% 0 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $18K <0.01% 0 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 150 shares; 2022Q1: 190 shares 190 $18K <0.01% +40 Timeline SUN SUNOCO LP/SUNOCO FIN CORP More: the full row for SUNOCO LP/SUNOCO FIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 450 shares 450 $18K <0.01% new Timeline PZZA PAPA JOHNS INTL INC More: the full row for PAPA JOHNS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 175 shares; 2021Q4: 175 shares; 2022Q1: 175 shares 175 $18K <0.01% 0 Timeline BROS DUTCH BROS INC More: the full row for DUTCH BROS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 325 shares 325 $18K <0.01% new Timeline SEDG SOLAREDGE TECHNOLOGIES INC More: the full row for SOLAREDGE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 25 shares; 2021Q4: 25 shares; 2022Q1: 55 shares 55 $18K <0.01% +30 Timeline BJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 250 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $18K <0.01% 0 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 184 shares 184 $17K <0.01% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 102 shares; 2021Q3: 132 shares; 2021Q4: 132 shares; 2022Q1: 132 shares 132 $17K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 29 shares; 2021Q3: 94 shares; 2021Q4: 94 shares; 2022Q1: 94 shares 94 $17K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1 shares; 2021Q4: 1 shares; 2022Q1: 57 shares 57 $17K <0.01% +56 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 181 shares; 2021Q4: 381 shares; 2022Q1: 381 shares 381 $17K <0.01% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 65 shares; 2021Q1: 69 shares; 2021Q2: 100 shares; 2021Q3: 128 shares; 2021Q4: 128 shares; 2022Q1: 128 shares 128 $17K <0.01% 0 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $17K <0.01% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 124 shares; 2021Q3: 243 shares; 2021Q4: 243 shares; 2022Q1: 232 shares 232 $17K <0.01% -11 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 115 shares; 2021Q1: 115 shares; 2021Q2: 115 shares; 2021Q3: 115 shares; 2021Q4: 115 shares; 2022Q1: 115 shares 115 $17K <0.01% 0 Timeline RGR STURM RUGER & CO INC More: the full row for STURM RUGER & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 850 shares; 2021Q4: 850 shares; 2022Q1: 250 shares 250 $17K <0.01% -600 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 310 shares; 2021Q1: 310 shares; 2021Q2: 310 shares; 2021Q3: 542 shares; 2021Q4: 245 shares; 2022Q1: 245 shares 245 $16K <0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 203 shares; 2021Q1: 201 shares; 2021Q2: 195 shares; 2021Q3: 163 shares; 2021Q4: 165 shares; 2022Q1: 165 shares 165 $16K <0.01% 0 Timeline PMAR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,250 shares; 2021Q2: 1,250 shares; 2021Q3: 1,750 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $16K <0.01% 0 Timeline BAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $16K <0.01% 0 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,805 shares; 2021Q4: 1,079 shares; 2022Q1: 891 shares 891 $16K <0.01% -188 Timeline BANK OF AMER CORP BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 12 shares; 2022Q1: 12 shares 12 $16K <0.01% 0 PIO INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,100 shares; 2021Q1: 2,100 shares; 2021Q2: 2,100 shares; 2021Q3: 2,100 shares; 2021Q4: 425 shares; 2022Q1: 425 shares 425 $16K <0.01% 0 Timeline KRBN KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $16K <0.01% 0 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 830 shares; 2021Q4: 841 shares; 2022Q1: 396 shares 396 $15K <0.01% -445 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 185 shares; 2021Q3: 369 shares; 2021Q4: 369 shares; 2022Q1: 220 shares 220 $15K <0.01% -149 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 275 shares 275 $15K <0.01% -25 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 175 shares 175 $15K <0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $15K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 160 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $15K <0.01% 0 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $15K <0.01% 0 Timeline DVAX DYNAVAX TECHNOLOGIES CORP More: the full row for DYNAVAX TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,350 shares; 2021Q4: 1,350 shares; 2022Q1: 1,350 shares 1,350 $15K <0.01% 0 Timeline STORE CAP CORP STORE CAP CORP More: the full row for STORE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $15K <0.01% 0 PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $15K <0.01% 0 Timeline EPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 430 shares; 2022Q1: 430 shares 430 $15K <0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 1,051 shares; 2021Q3: 298 shares; 2021Q4: 175 shares; 2022Q1: 175 shares 175 $14K <0.01% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 39 shares; 2021Q3: 137 shares; 2021Q4: 137 shares; 2022Q1: 262 shares 262 $14K <0.01% +125 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 150 shares; 2021Q3: 155 shares; 2021Q4: 155 shares; 2022Q1: 150 shares 150 $14K <0.01% -5 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 251 shares; 2021Q1: 251 shares; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $14K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $14K <0.01% 0 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,750 shares; 2021Q1: 1,750 shares; 2021Q2: 1,750 shares; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares 1,500 $14K <0.01% 0 Timeline COLM COLUMBIA SPORTSWEAR CO More: the full row for COLUMBIA SPORTSWEAR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 151 shares 151 $14K <0.01% new Timeline NJAN INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 350 shares 350 $14K <0.01% new Timeline UTF COHEN & STEERS INFRASTRUCTUR More: the full row for COHEN & STEERS INFRASTRUCTUR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 490 shares; 2021Q1: 490 shares; 2021Q2: 490 shares; 2021Q3: 490 shares; 2021Q4: 490 shares; 2022Q1: 490 shares 490 $14K <0.01% 0 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 600 shares 600 $14K <0.01% new Timeline GUT GABELLI UTIL TR More: the full row for GABELLI UTIL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,722 shares; 2021Q1: 1,756 shares; 2021Q2: 1,792 shares; 2021Q3: 1,825 shares; 2021Q4: 1,859 shares; 2022Q1: 1,895 shares 1,895 $14K <0.01% +36 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 391 shares; 2021Q1: 391 shares; 2021Q2: 391 shares; 2021Q3: 391 shares; 2021Q4: 391 shares; 2022Q1: 391 shares 391 $13K <0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 174 shares; 2021Q4: 174 shares; 2022Q1: 174 shares 174 $13K <0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 778 shares; 2021Q4: 334 shares; 2022Q1: 334 shares 334 $13K <0.01% 0 Timeline AVA AVISTA CORP More: the full row for AVISTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 299 shares 299 $13K <0.01% new Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40 shares; 2021Q1: 73 shares; 2021Q2: 90 shares; 2021Q3: 90 shares; 2021Q4: 106 shares; 2022Q1: 106 shares 106 $13K <0.01% 0 Timeline TGNA TEGNA INC More: the full row for TEGNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 600 shares; 2021Q1: 600 shares; 2021Q2: 600 shares; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares 600 $13K <0.01% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $13K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,290 shares; 2022Q1: 970 shares 970 $13K <0.01% -320 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 163 shares; 2021Q3: 208 shares; 2021Q4: 189 shares; 2022Q1: 189 shares 189 $13K <0.01% 0 Timeline FSRNQ FISKER INC More: the full row for FISKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $13K <0.01% 0 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $13K <0.01% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 350 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $13K <0.01% 0 Timeline BOC BOSTON OMAHA CORP More: the full row for BOSTON OMAHA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $13K <0.01% 0 Timeline SPEU SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 344 shares; 2021Q4: 344 shares; 2022Q1: 344 shares 344 $13K <0.01% 0 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 700 shares; 2021Q3: 700 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $13K <0.01% 0 ESSENTIAL UTILS INC ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 205 shares 205 $13K <0.01% new MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10 shares; 2021Q2: 10 shares; 2021Q3: 10 shares; 2021Q4: 10 shares; 2022Q1: 10 shares 10 $12K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 400 shares; 2021Q3: 250 shares; 2021Q4: 150 shares; 2022Q1: 125 shares 125 $12K <0.01% -25 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,200 shares; 2021Q1: 1,200 shares; 2021Q2: 750 shares; 2021Q3: 750 shares; 2021Q4: 750 shares; 2022Q1: 500 shares 500 $12K <0.01% -250 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $12K <0.01% 0 Timeline WABC WESTAMERICA BANCORPORATION More: the full row for WESTAMERICA BANCORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 192 shares; 2021Q1: 192 shares; 2021Q2: 192 shares; 2021Q3: 192 shares; 2021Q4: 192 shares; 2022Q1: 192 shares 192 $12K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8 shares; 2021Q2: not reported; 2021Q3: 63 shares; 2021Q4: 83 shares; 2022Q1: 83 shares 83 $12K <0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 419 shares; 2022Q1: 421 shares 421 $12K <0.01% +2 Timeline IGE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 257 shares; 2021Q3: 301 shares; 2021Q4: 301 shares; 2022Q1: 301 shares 301 $12K <0.01% 0 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,075 shares; 2021Q1: 1,575 shares; 2021Q2: 1,575 shares; 2021Q3: 1,575 shares; 2021Q4: 1,575 shares; 2022Q1: 1,575 shares 1,575 $12K <0.01% 0 Timeline SMMU PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 480 shares; 2021Q1: 380 shares; 2021Q2: 380 shares; 2021Q3: 380 shares; 2021Q4: 380 shares; 2022Q1: 250 shares 250 $12K <0.01% -130 Timeline BECTON DICKINSON & CO BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 221 shares 221 $12K <0.01% new SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 8 shares; 2021Q3: 138 shares; 2021Q4: 138 shares; 2022Q1: 138 shares 138 $11K <0.01% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 134 shares; 2022Q1: 134 shares 134 $11K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9 shares; 2021Q2: 50 shares; 2021Q3: 61 shares; 2021Q4: 61 shares; 2022Q1: 81 shares 81 $11K <0.01% +20 Timeline FOUR SHIFT4 PMTS INC More: the full row for SHIFT4 PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 750 shares; 2021Q3: 750 shares; 2021Q4: 175 shares; 2022Q1: 175 shares 175 $11K <0.01% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 303 shares; 2021Q3: 313 shares; 2021Q4: 462 shares; 2022Q1: 168 shares 168 $11K <0.01% -294 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 112 shares; 2021Q3: 112 shares; 2021Q4: 112 shares; 2022Q1: 112 shares 112 $11K <0.01% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 100 shares; 2021Q2: 700 shares; 2021Q3: 700 shares; 2021Q4: 600 shares; 2022Q1: 600 shares 600 $11K <0.01% 0 Timeline IEZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 586 shares; 2021Q3: 691 shares; 2021Q4: 586 shares; 2022Q1: 586 shares 586 $11K <0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4 shares; 2021Q2: not reported; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 100 shares 100 $11K <0.01% +50 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3 shares; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 94 shares; 2022Q1: 94 shares 94 $11K <0.01% 0 IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 370 shares; 2021Q1: 200 shares; 2021Q2: not reported; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares 75 $10K <0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 100 shares 100 $10K <0.01% new Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: 25 shares; 2021Q3: 25 shares; 2021Q4: 25 shares; 2022Q1: 50 shares 50 $10K <0.01% +25 Timeline TU TELUS CORPORATION More: the full row for TELUS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 400 shares; 2021Q2: 400 shares; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $10K <0.01% 0 Timeline XAWFX ALLIANCEBERNSTEIN GLOBAL HIG More: the full row for ALLIANCEBERNSTEIN GLOBAL HIG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 900 shares; 2021Q4: 900 shares; 2022Q1: 900 shares 900 $10K <0.01% 0 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 750 shares; 2021Q2: 750 shares; 2021Q3: 1,075 shares; 2021Q4: 325 shares; 2022Q1: 325 shares 325 $10K <0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 30 shares 30 $10K <0.01% new Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6 shares; 2021Q4: 86 shares; 2022Q1: 123 shares 123 $9K <0.01% +37 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 554 shares; 2021Q1: 554 shares; 2021Q2: 554 shares; 2021Q3: 565 shares; 2021Q4: 204 shares; 2022Q1: 204 shares 204 $9K <0.01% 0 Timeline CUZ COUSINS PPTYS INC More: the full row for COUSINS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 221 shares 221 $9K <0.01% new Timeline NOG NORTHERN OIL & GAS INC More: the full row for NORTHERN OIL & GAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 323 shares 323 $9K <0.01% new Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $9K <0.01% 0 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $9K <0.01% 0 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 50 shares 50 $9K <0.01% new Timeline NXST NEXSTAR MEDIA GROUP INC More: the full row for NEXSTAR MEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 48 shares 48 $9K <0.01% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $9K <0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 240 shares; 2021Q4: 340 shares; 2022Q1: 340 shares 340 $9K <0.01% 0 PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $9K <0.01% 0 CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 104 shares; 2021Q3: 178 shares; 2021Q4: 178 shares; 2022Q1: 178 shares 178 $9K <0.01% 0 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 125 shares 125 $9K <0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 250 shares; 2021Q1: 250 shares; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $9K <0.01% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 100 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $9K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 59 shares 59 $9K <0.01% new Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 105 shares 105 $9K <0.01% new Timeline KTB KONTOOR BRANDS INC More: the full row for KONTOOR BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 211 shares; 2021Q1: 211 shares; 2021Q2: 211 shares; 2021Q3: 211 shares; 2021Q4: 211 shares; 2022Q1: 211 shares 211 $9K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $9K <0.01% 0 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 42 shares 42 $9K <0.01% new Timeline SANDERSON FARMS SANDERSON FARMS More: the full row for SANDERSON FARMS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 49 shares 49 $9K <0.01% new AEROJET ROCKETDYNE HLDGS IN… AEROJET ROCKETDYNE HLDGS INC C More: the full row for AEROJET ROCKETDYNE HLDGS INC C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 230 shares 230 $9K <0.01% new JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $9K <0.01% 0 Timeline TDTT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 348 shares; 2021Q1: 348 shares; 2021Q2: 348 shares; 2021Q3: 348 shares; 2021Q4: 348 shares; 2022Q1: 348 shares 348 $9K <0.01% 0 Timeline EOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 393 shares; 2022Q1: 393 shares 393 $9K <0.01% 0 Timeline SDG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 175 shares; 2021Q2: 175 shares; 2021Q3: 175 shares; 2021Q4: 175 shares; 2022Q1: 100 shares 100 $9K <0.01% -75 Timeline Rithm Property Trust Inc Rithm Property Trust Inc More: the full row for Rithm Property Trust Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,036 shares; 2021Q1: 738 shares; 2021Q2: 738 shares; 2021Q3: 738 shares; 2021Q4: 738 shares; 2022Q1: 738 shares 738 $9K <0.01% 0 ACCOLADE INC ACCOLADE INC More: the full row for ACCOLADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $9K <0.01% 0 ASHFORD HOSPITALITY TR INC ASHFORD HOSPITALITY TR INC More: the full row for ASHFORD HOSPITALITY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 860 shares; 2021Q4: 860 shares; 2022Q1: 860 shares 860 $9K <0.01% 0 OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,425 shares; 2021Q4: 1,425 shares; 2022Q1: 427 shares 427 $8K <0.01% -998 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 400 shares; 2021Q3: 620 shares; 2021Q4: 620 shares; 2022Q1: 220 shares 220 $8K <0.01% -400 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 12 shares; 2022Q1: 40 shares 40 $8K <0.01% +28 Timeline LEVI LEVI STRAUSS & CO NEW More: the full row for LEVI STRAUSS & CO NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 403 shares 403 $8K <0.01% new Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 75 shares; 2021Q1: 75 shares; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 100 shares 100 $8K <0.01% +25 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 800 shares 800 $8K <0.01% new Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 10 shares; 2021Q2: 1,734 shares; 2021Q3: 90 shares; 2021Q4: 90 shares; 2022Q1: 90 shares 90 $8K <0.01% 0 Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 654 shares 654 $8K <0.01% new Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 186 shares 186 $8K <0.01% new Timeline PDI PIMCO DYNAMIC INCOME FD More: the full row for PIMCO DYNAMIC INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 320 shares; 2022Q1: 320 shares 320 $8K <0.01% 0 Timeline METV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 668 shares; 2021Q4: 668 shares; 2022Q1: 668 shares 668 $8K <0.01% 0 Timeline CHE CHEMED CORP NEW More: the full row for CHEMED CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 15 shares 15 $8K <0.01% new Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $8K <0.01% 0 KJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $8K <0.01% 0 Timeline INMB INMUNE BIO INC More: the full row for INMUNE BIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $8K <0.01% 0 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 79 shares; 2021Q3: 93 shares; 2021Q4: 93 shares; 2022Q1: 79 shares 79 $8K <0.01% -14 Timeline FEX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 89 shares; 2021Q3: 112 shares; 2021Q4: 112 shares; 2022Q1: 89 shares 89 $8K <0.01% -23 Timeline TERRITORAL BANCORP INC TERRITORAL BANCORP INC More: the full row for TERRITORAL BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 350 shares; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares 350 $8K <0.01% 0 ACGP ASSOCIATED CAP GROUP INC CLASS More: the full row for ASSOCIATED CAP GROUP INC CLASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 201 shares; 2021Q1: 201 shares; 2021Q2: 201 shares; 2021Q3: 201 shares; 2021Q4: 201 shares; 2022Q1: 201 shares 201 $8K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 700 shares; 2021Q3: 723 shares; 2021Q4: 23 shares; 2022Q1: 23 shares 23 $7K <0.01% 0 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares 110 $7K <0.01% 0 Timeline INMD INMODE LTD More: the full row for INMODE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 100 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $7K <0.01% 0 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 93 shares 93 $7K <0.01% new Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 100 shares; 2021Q2: 268 shares; 2021Q3: 202 shares; 2021Q4: 158 shares; 2022Q1: 158 shares 158 $7K <0.01% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 106 shares; 2021Q4: 106 shares; 2022Q1: 106 shares 106 $7K <0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 60 shares; 2021Q4: 60 shares; 2022Q1: 60 shares 60 $7K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 293 shares; 2021Q1: 296 shares; 2021Q2: 449 shares; 2021Q3: 474 shares; 2021Q4: 474 shares; 2022Q1: 25 shares 25 $7K <0.01% -449 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $7K <0.01% 0 Timeline CIVI CIVITAS RESOURCES INC More: the full row for CIVITAS RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 112 shares 112 $7K <0.01% new Timeline LKFN LAKELAND FINL CORP More: the full row for LAKELAND FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 90 shares 90 $7K <0.01% new Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 141 shares 141 $7K <0.01% new Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $7K <0.01% 0 Timeline SXI STANDEX INTL CORP More: the full row for STANDEX INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 68 shares 68 $7K <0.01% new Timeline USPH U S PHYSICAL THERAPY More: the full row for U S PHYSICAL THERAPY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 66 shares 66 $7K <0.01% new Timeline ZG ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 165 shares; 2021Q1: 165 shares; 2021Q2: 165 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $7K <0.01% 0 Timeline MAN TECH INTERNATIONAL CORP MAN TECH INTERNATIONAL CORP More: the full row for MAN TECH INTERNATIONAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 76 shares 76 $7K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20 shares; 2022Q1: 70 shares 70 $7K <0.01% +50 LIBERTY MEDIA CORP-LIBERTY-C LIBERTY MEDIA CORP-LIBERTY-C More: the full row for LIBERTY MEDIA CORP-LIBERTY-C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 16 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 100 shares 100 $7K <0.01% new CANOPY GROWTH CORP CANOPY GROWTH CORP More: the full row for CANOPY GROWTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 700 shares; 2021Q3: 700 shares; 2021Q4: 950 shares; 2022Q1: 959 shares 959 $7K <0.01% +9 NXRT NEXPOINT RESIDENTIAL TR INC More: the full row for NEXPOINT RESIDENTIAL TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 76 shares 76 $7K <0.01% new Timeline EAPR INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $7K <0.01% 0 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 160 shares; 2021Q2: 160 shares; 2021Q3: 125 shares; 2021Q4: 125 shares; 2022Q1: 125 shares 125 $6K <0.01% 0 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 124 shares; 2021Q4: 124 shares; 2022Q1: 124 shares 124 $6K <0.01% 0 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 30 shares 30 $6K <0.01% new Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 73 shares 73 $6K <0.01% new Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 53 shares 53 $6K <0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 39 shares; 2021Q2: 35 shares; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $6K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 37 shares 37 $6K <0.01% new Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 25 shares; 2021Q2: not reported; 2021Q3: 25 shares; 2021Q4: 25 shares; 2022Q1: 30 shares 30 $6K <0.01% +5 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 425 shares; 2021Q3: 425 shares; 2021Q4: 425 shares; 2022Q1: 425 shares 425 $6K <0.01% 0 Timeline AQN ALGONQUIN POWER & UTILITIES More: the full row for ALGONQUIN POWER & UTILITIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 356 shares 356 $6K <0.01% new Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 62 shares 62 $6K <0.01% new Timeline ONL ORION PROPERTIES INC More: the full row for ORION PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 403 shares; 2022Q1: 413 shares 413 $6K <0.01% +10 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $6K <0.01% 0 Timeline FLR FLUOR CORP More: the full row for FLUOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 275 shares; 2021Q1: 350 shares; 2021Q2: 425 shares; 2021Q3: 225 shares; 2021Q4: 225 shares; 2022Q1: 225 shares 225 $6K <0.01% 0 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 154 shares 154 $6K <0.01% new Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 68 shares 68 $6K <0.01% new Timeline NXDR NEXTDOOR HOLDINGS INC More: the full row for NEXTDOOR HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $6K <0.01% 0 Timeline CPK CHESAPEAKE UTILS CORP More: the full row for CHESAPEAKE UTILS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 47 shares 47 $6K <0.01% new Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,500 shares; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 53 shares 53 $6K <0.01% 0 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 75 shares 75 $6K <0.01% new Timeline UMH UMH PPTYS INC More: the full row for UMH PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 257 shares 257 $6K <0.01% new Timeline MTRN MATERION CORP More: the full row for MATERION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 72 shares 72 $6K <0.01% new Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 125 shares 125 $6K <0.01% new AGM FEDERAL AGRIC MTG CORP More: the full row for FEDERAL AGRIC MTG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 52 shares 52 $6K <0.01% new Timeline DRIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $6K <0.01% 0 Timeline ALEX ALEXANDER & BALDWIN INC More: the full row for ALEXANDER & BALDWIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 242 shares; 2021Q1: 242 shares; 2021Q2: 242 shares; 2021Q3: 242 shares; 2021Q4: 242 shares; 2022Q1: 242 shares 242 $6K <0.01% 0 Timeline NUHY NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 240 shares; 2021Q4: 240 shares; 2022Q1: 240 shares 240 $6K <0.01% 0 Timeline SWITCH INC SWITCH INC More: the full row for SWITCH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 204 shares 204 $6K <0.01% new AUDACY INC AUDACY INC More: the full row for AUDACY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,000 shares; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $6K <0.01% 0 XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 70 shares; 2021Q2: 70 shares; 2021Q3: 367 shares; 2021Q4: 267 shares; 2022Q1: 70 shares 70 $5K <0.01% -197 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $5K <0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 89 shares; 2022Q1: 89 shares 89 $5K <0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7 shares; 2021Q3: 19 shares; 2021Q4: 19 shares; 2022Q1: 19 shares 19 $5K <0.01% 0 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 50 shares; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $5K <0.01% 0 Timeline IPAR INTERPARFUMS INC More: the full row for INTERPARFUMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 57 shares 57 $5K <0.01% new Timeline OHI OMEGA HEALTHCARE INVS INC More: the full row for OMEGA HEALTHCARE INVS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 166 shares 166 $5K <0.01% new Timeline LFUS LITTELFUSE INC More: the full row for LITTELFUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22 shares 22 $5K <0.01% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $5K <0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 75 shares; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares 75 $5K <0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 21 shares; 2021Q2: not reported; 2021Q3: 113 shares; 2021Q4: 113 shares; 2022Q1: 113 shares 113 $5K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 104 shares; 2022Q1: 104 shares 104 $5K <0.01% 0 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 58 shares 58 $5K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 30 shares; 2021Q2: not reported; 2021Q3: 16 shares; 2021Q4: 128 shares; 2022Q1: 128 shares 128 $5K <0.01% 0 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 164 shares; 2021Q1: 164 shares; 2021Q2: 371 shares; 2021Q3: 164 shares; 2021Q4: 164 shares; 2022Q1: 164 shares 164 $5K <0.01% 0 Timeline QS QUANTUMSCAPE CORP More: the full row for QUANTUMSCAPE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 250 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $5K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 25 shares; 2022Q1: 25 shares 25 $5K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 69 shares; 2021Q3: 157 shares; 2021Q4: 157 shares; 2022Q1: 137 shares 137 $5K <0.01% -20 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 125 shares; 2022Q1: 125 shares 125 $5K <0.01% 0 Timeline NUV NUVEEN MUN VALUE FD INC More: the full row for NUVEEN MUN VALUE FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $5K <0.01% 0 Timeline DJP BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 132 shares; 2021Q1: 132 shares; 2021Q2: 132 shares; 2021Q3: 132 shares; 2021Q4: 132 shares; 2022Q1: 132 shares 132 $5K <0.01% 0 Timeline AAXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 64 shares; 2021Q3: 113 shares; 2021Q4: 64 shares; 2022Q1: 64 shares 64 $5K <0.01% 0 Timeline NSP INSPERITY INC More: the full row for INSPERITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 54 shares 54 $5K <0.01% new Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 112 shares 112 $5K <0.01% new Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 102 shares 102 $5K <0.01% new Timeline SHOE SHOE STA GROUP INC More: the full row for SHOE STA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 185 shares 185 $5K <0.01% new Timeline SWBI SMITH & WESSON BRANDS INC More: the full row for SMITH & WESSON BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 325 shares; 2021Q1: 325 shares; 2021Q2: 325 shares; 2021Q3: 325 shares; 2021Q4: 325 shares; 2022Q1: 325 shares 325 $5K <0.01% 0 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 213 shares; 2021Q1: 213 shares; 2021Q2: 213 shares; 2021Q3: 148 shares; 2021Q4: 148 shares; 2022Q1: 148 shares 148 $5K <0.01% 0 Timeline CRAI CRA INTL INC More: the full row for CRA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 57 shares 57 $5K <0.01% new Timeline KLIC KULICKE & SOFFA INDS INC More: the full row for KULICKE & SOFFA INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 93 shares 93 $5K <0.01% new Timeline HASI HA SUSTAINABLE INFRA CAP INC More: the full row for HA SUSTAINABLE INFRA CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $5K <0.01% 0 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 31 shares 31 $5K <0.01% new Timeline DUKE REALTY CORP DUKE REALTY CORP More: the full row for DUKE REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 94 shares; 2022Q1: 94 shares 94 $5K <0.01% 0 VIRGIN GALACTIC HLDGS INC VIRGIN GALACTIC HLDGS INC More: the full row for VIRGIN GALACTIC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $5K <0.01% 0 HORIZON THERAPEUTICS PLC HORIZON THERAPEUTICS PLC More: the full row for HORIZON THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $5K <0.01% 0 CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 81 shares 81 $5K <0.01% new Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 463 shares; 2021Q1: 471 shares; 2021Q2: 477 shares; 2021Q3: 484 shares; 2021Q4: 491 shares; 2022Q1: 498 shares 498 $5K <0.01% +7 KALU KAISER ALUMINIUM CORPORATION More: the full row for KAISER ALUMINIUM CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 48 shares 48 $5K <0.01% new Timeline US Ecology, Inc. US Ecology, Inc. More: the full row for US Ecology, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 94 shares 94 $5K <0.01% new FF FUTUREFUEL CORP More: the full row for FUTUREFUEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 463 shares; 2021Q1: 463 shares; 2021Q2: 463 shares; 2021Q3: 463 shares; 2021Q4: 463 shares; 2022Q1: 463 shares 463 $5K <0.01% 0 Timeline AUDC AUDIOCODES LTD More: the full row for AUDIOCODES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 192 shares 192 $5K <0.01% new Timeline TTEC TTEC HLDGS INC More: the full row for TTEC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 58 shares 58 $5K <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 163 shares; 2021Q1: 163 shares; 2021Q2: 155 shares; 2021Q3: 155 shares; 2021Q4: 155 shares; 2022Q1: 155 shares 155 $5K <0.01% 0 Timeline FAN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $5K <0.01% 0 Timeline GAMI GAMCO INVESTORS, INC. (DE) More: the full row for GAMCO INVESTORS, INC. (DE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 206 shares; 2021Q1: 206 shares; 2021Q2: 206 shares; 2021Q3: 206 shares; 2021Q4: 207 shares; 2022Q1: 207 shares 207 $5K <0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $4K <0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 60 shares; 2022Q1: 60 shares 60 $4K <0.01% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 87 shares; 2022Q1: 87 shares 87 $4K <0.01% 0 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $4K <0.01% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $4K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 38 shares 38 $4K <0.01% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 104 shares; 2021Q4: 104 shares; 2022Q1: 104 shares 104 $4K <0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $4K <0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 50 shares; 2021Q3: 87 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $4K <0.01% 0 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 99 shares; 2022Q1: 99 shares 99 $4K <0.01% 0 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 100 shares; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $4K <0.01% 0 Timeline VLY VALLEY NATL BANCORP More: the full row for VALLEY NATL BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 311 shares 311 $4K <0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 34 shares; 2022Q1: 34 shares 34 $4K <0.01% 0 Timeline AGNT AGNT INC More: the full row for AGNT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 211 shares 211 $4K <0.01% new Timeline KWR QUAKER HOUGHTON More: the full row for QUAKER HOUGHTON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 24 shares 24 $4K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 44 shares 44 $4K <0.01% new Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 21 shares 21 $4K <0.01% new Timeline MAC MACERICH CO More: the full row for MACERICH CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 254 shares; 2021Q1: 254 shares; 2021Q2: 254 shares; 2021Q3: 254 shares; 2021Q4: 254 shares; 2022Q1: 254 shares 254 $4K <0.01% 0 Timeline BZUN BAOZUN INC More: the full row for BAOZUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $4K <0.01% 0 Timeline AARONS CO INC AARONS CO INC More: the full row for AARONS CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 216 shares 216 $4K <0.01% new PREMIER INC PREMIER INC More: the full row for PREMIER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 118 shares; 2021Q1: 118 shares; 2021Q2: 118 shares; 2021Q3: 118 shares; 2021Q4: 118 shares; 2022Q1: 118 shares 118 $4K <0.01% 0 SBNY SIGNATURE BANK More: the full row for SIGNATURE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 14 shares; 2022Q1: 14 shares 14 $4K <0.01% 0 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 106 shares 106 $4K <0.01% new Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $4K <0.01% 0 Timeline MNRO MONRO INC More: the full row for MONRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 101 shares 101 $4K <0.01% new Timeline GGT GABELLI MULTIMEDIA TR INC More: the full row for GABELLI MULTIMEDIA TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 371 shares; 2021Q1: 380 shares; 2021Q2: 388 shares; 2021Q3: 397 shares; 2021Q4: 406 shares; 2022Q1: 416 shares 416 $4K <0.01% +10 Timeline PLBY PLAYBOY INC More: the full row for PLAYBOY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 300 shares; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $4K <0.01% 0 Timeline SOHO HOUSE & CO INC SOHO HOUSE & CO INC More: the full row for SOHO HOUSE & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $4K <0.01% 0