AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,252 shares; 2020Q2: 4,194 shares; 2020Q3: 48,766 shares; 2020Q4: 54,953 shares 54,953 $7.29M 4.61% +6,187 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 164,389 shares; 2020Q4: 164,389 shares 164,389 $6.83M 4.32% 0 Timeline GLOBAL BLOOD THERAPEUTICS U… GLOBAL BLOOD THERAPEUTICS USD More: the full row for GLOBAL BLOOD THERAPEUTICS USD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 146,429 shares; 2020Q2: 138,649 shares; 2020Q3: 124,749 shares; 2020Q4: 131,549 shares 131,549 $5.7M 3.6% +6,800 BBIO BRIDGEBIO PHARMA INC More: the full row for BRIDGEBIO PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 34,500 shares; 2020Q2: 74,425 shares; 2020Q3: 73,425 shares; 2020Q4: 76,900 shares 76,900 $5.47M 3.45% +3,475 Timeline Adyen NV EUR0.01 Adyen NV EUR0.01 More: the full row for Adyen NV EUR0.01 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,425 shares; 2020Q2: 2,425 shares; 2020Q3: 2,110 shares; 2020Q4: 2,220 shares 2,220 $5.05M 3.19% +110 AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,452 shares; 2020Q2: 1,364 shares; 2020Q3: 1,286 shares; 2020Q4: 1,547 shares 1,547 $5.04M 3.18% +261 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 15,000 shares; 2020Q2: 15,000 shares; 2020Q3: 13,081 shares; 2020Q4: 11,866 shares 11,866 $4.26M 2.69% -1,215 Timeline SAFT SAFETY INS GROUP INC More: the full row for SAFETY INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 75,687 shares; 2020Q2: 79,687 shares; 2020Q3: 79,087 shares; 2020Q4: 46,387 shares 46,387 $3.61M 2.28% -32,700 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,360 shares; 2020Q2: 8,210 shares; 2020Q3: 10,422 shares; 2020Q4: 9,086 shares 9,086 $3.4M 2.15% -1,336 Timeline TEXAS TEXAS More: the full row for TEXAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,500 shares; 2020Q2: 3,800 shares; 2020Q3: 3,350 shares; 2020Q4: 4,000 shares 4,000 $2.91M 1.84% +650 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,374 shares; 2020Q4: 1,599 shares 1,599 $2.8M 1.77% +225 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,200 shares; 2020Q2: 9,500 shares; 2020Q3: 900 shares; 2020Q4: 11,000 shares 11,000 $2.24M 1.42% +10,100 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,650 shares; 2020Q2: 1,650 shares; 2020Q3: 3,150 shares; 2020Q4: 4,850 shares 4,850 $2.17M 1.37% +1,700 Timeline MSGS MADISON SQUARE GRDN SPRT COR More: the full row for MADISON SQUARE GRDN SPRT COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,500 shares; 2020Q2: not reported; 2020Q3: 4,900 shares; 2020Q4: 16,200 shares 16,200 $2.13M 1.34% +11,300 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,100 shares; 2020Q2: 9,400 shares; 2020Q3: 6,900 shares; 2020Q4: 7,500 shares 7,500 $2.05M 1.29% +600 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 33,100 shares; 2020Q2: 27,200 shares; 2020Q3: 22,200 shares; 2020Q4: 18,200 shares 18,200 $1.94M 1.22% -4,000 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 82,800 shares; 2020Q2: 107,500 shares; 2020Q3: 113,500 shares; 2020Q4: 113,500 shares 113,500 $1.92M 1.21% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,272 shares; 2020Q2: 11,145 shares; 2020Q3: 7,461 shares; 2020Q4: 8,416 shares 8,416 $1.84M 1.16% +955 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,740 shares; 2020Q2: 4,850 shares; 2020Q3: 4,850 shares; 2020Q4: 4,850 shares 4,850 $1.82M 1.15% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,518 shares; 2020Q2: 10,518 shares; 2020Q3: 10,518 shares; 2020Q4: 10,518 shares 10,518 $1.78M 1.12% 0 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 45,000 shares 45,000 $1.77M 1.12% new Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,214 shares; 2020Q2: 5,850 shares; 2020Q3: 6,773 shares; 2020Q4: 7,399 shares 7,399 $1.65M 1.04% +626 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 1,100 shares 1,100 $1.52M 0.96% +400 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 7,600 shares; 2020Q4: 8,600 shares 8,600 $1.49M 0.94% +1,000 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,834 shares; 2020Q2: 540 shares; 2020Q3: 378 shares; 2020Q4: 805 shares 805 $1.41M 0.89% +427 Timeline FPX 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: 11,000 shares; 2020Q3: 11,000 shares; 2020Q4: 11,000 shares 11,000 $1.3M 0.82% 0 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,400 shares; 2020Q3: 5,500 shares; 2020Q4: 8,263 shares 8,263 $1.28M 0.81% +2,763 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,500 shares; 2020Q2: 9,500 shares; 2020Q3: 10,200 shares; 2020Q4: 10,200 shares 10,200 $1.25M 0.79% 0 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,000 shares; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 40,000 shares 40,000 $1.22M 0.77% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,840 shares; 2020Q4: 9,860 shares 9,860 $1.18M 0.75% +4,020 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,500 shares; 2020Q2: 7,900 shares; 2020Q3: 6,200 shares; 2020Q4: 5,000 shares 5,000 $1.16M 0.74% -1,200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,438 shares; 2020Q2: 5,889 shares; 2020Q3: 5,789 shares; 2020Q4: 7,289 shares 7,289 $1.15M 0.72% +1,500 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,084 shares; 2020Q2: 1,132 shares; 2020Q3: 1,540 shares; 2020Q4: 3,037 shares 3,037 $1.14M 0.72% +1,497 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,846 shares; 2020Q2: 8,873 shares; 2020Q3: 2,211 shares; 2020Q4: 11,850 shares 11,850 $1.14M 0.72% +9,639 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,500 shares; 2020Q3: 6,050 shares; 2020Q4: 4,850 shares 4,850 $1.11M 0.7% -1,200 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,315 shares; 2020Q4: 4,219 shares 4,219 $1.1M 0.7% +904 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,100 shares; 2020Q2: 4,481 shares; 2020Q3: 5,126 shares; 2020Q4: 6,056 shares 6,056 $1.1M 0.69% +930 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,500 shares; 2020Q2: 18,500 shares; 2020Q3: 19,100 shares; 2020Q4: 18,900 shares 18,900 $1.08M 0.68% -200 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 16,472 shares; 2020Q2: 19,372 shares; 2020Q3: 16,203 shares; 2020Q4: 15,753 shares 15,753 $1.08M 0.68% -450 Timeline JPMORGAN CORE BOND I JPMORGAN CORE BOND I More: the full row for JPMORGAN CORE BOND I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 86,652 shares 86,652 $1.06M 0.67% new BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6 shares; 2020Q2: 5 shares; 2020Q3: 3 shares; 2020Q4: 3 shares 3 $1.04M 0.66% 0 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares 10,000 $1.02M 0.64% new Timeline VERINT SYS INC VERINT SYS INC More: the full row for VERINT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares 1,500 $1.01M 0.64% new TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,900 shares; 2020Q2: 2,900 shares; 2020Q3: 2,900 shares; 2020Q4: 2,900 shares 2,900 $982K 0.62% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,200 shares; 2020Q2: 7,200 shares; 2020Q3: 7,200 shares; 2020Q4: 6,400 shares 6,400 $978K 0.62% -800 Timeline ELUXY AKTIEB. ELECTROLUX B ADR SPNSD More: the full row for AKTIEB. ELECTROLUX B ADR SPNSD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,100 shares; 2020Q4: 21,000 shares 21,000 $968K 0.61% +18,900 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,030 shares; 2020Q2: 4,580 shares; 2020Q3: 4,030 shares; 2020Q4: 4,030 shares 4,030 $926K 0.58% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,670 shares; 2020Q2: 36,300 shares; 2020Q3: 25,000 shares; 2020Q4: 30,000 shares 30,000 $884K 0.56% +5,000 Timeline COUPA SOFTWARE INCORPORATED COUPA SOFTWARE INCORPORATED More: the full row for COUPA SOFTWARE INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,300 shares; 2020Q2: 3,300 shares; 2020Q3: 3,300 shares; 2020Q4: 2,600 shares 2,600 $881K 0.56% -700 RKUNY RAKUTEN GROUP, INC AMERICAN DE More: the full row for RAKUTEN GROUP, INC AMERICAN DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 105,500 shares; 2020Q2: 105,500 shares; 2020Q3: 85,500 shares; 2020Q4: 87,500 shares 87,500 $846K 0.53% +2,000 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,500 shares; 2020Q2: 6,500 shares; 2020Q3: 5,800 shares; 2020Q4: 7,500 shares 7,500 $814K 0.51% +1,700 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,286 shares; 2020Q2: 4,185 shares; 2020Q3: 4,291 shares; 2020Q4: 3,504 shares 3,504 $784K 0.5% -787 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,585 shares; 2020Q4: 3,305 shares 3,305 $774K 0.49% +720 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,700 shares; 2020Q2: 6,700 shares; 2020Q3: 6,700 shares; 2020Q4: 6,700 shares 6,700 $760K 0.48% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,400 shares; 2020Q2: 3,400 shares; 2020Q3: 2,450 shares; 2020Q4: 3,600 shares 3,600 $750K 0.47% +1,150 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,750 shares; 2020Q4: 2,383 shares 2,383 $748K 0.47% -367 Timeline MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,000 shares; 2020Q2: 9,000 shares; 2020Q3: 7,000 shares; 2020Q4: 15,700 shares 15,700 $746K 0.47% +8,700 PROOFPOINT INC PROOFPOINT INC More: the full row for PROOFPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,400 shares 5,400 $737K 0.47% new CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,262 shares; 2020Q2: 11,960 shares; 2020Q3: 12,195 shares; 2020Q4: 15,850 shares 15,850 $708K 0.45% +3,655 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,064 shares; 2020Q2: 5,077 shares; 2020Q3: 5,317 shares; 2020Q4: 4,903 shares 4,903 $707K 0.45% -414 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,100 shares; 2020Q2: 8,100 shares; 2020Q3: 8,400 shares; 2020Q4: 7,200 shares 7,200 $704K 0.44% -1,200 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 20,230 shares; 2020Q2: 9,945 shares; 2020Q3: 9,945 shares; 2020Q4: 19,965 shares 19,965 $704K 0.44% +10,020 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,200 shares 3,200 $678K 0.43% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,475 shares; 2020Q2: 22,475 shares; 2020Q3: 15,500 shares; 2020Q4: 16,500 shares 16,500 $677K 0.43% +1,000 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,204 shares; 2020Q2: 6,145 shares; 2020Q3: 6,800 shares; 2020Q4: 5,505 shares 5,505 $662K 0.42% -1,295 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,897 shares; 2020Q3: 1,573 shares; 2020Q4: 5,163 shares 5,163 $659K 0.42% +3,590 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 17,700 shares; 2020Q2: 15,700 shares; 2020Q3: 12,900 shares; 2020Q4: 11,300 shares 11,300 $658K 0.42% -1,600 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,000 shares; 2020Q2: 18,000 shares; 2020Q3: 1,800 shares; 2020Q4: 18,000 shares 18,000 $653K 0.41% +16,200 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,500 shares; 2020Q2: 10,500 shares; 2020Q3: 10,500 shares; 2020Q4: 10,500 shares 10,500 $651K 0.41% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,270 shares; 2020Q2: 2,457 shares; 2020Q3: 2,599 shares; 2020Q4: 2,306 shares 2,306 $635K 0.4% -293 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,400 shares; 2020Q2: 1,400 shares; 2020Q3: 1,400 shares; 2020Q4: 1,400 shares 1,400 $634K 0.4% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,230 shares; 2020Q2: 3,230 shares; 2020Q3: 3,230 shares; 2020Q4: 3,230 shares 3,230 $633K 0.4% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,318 shares; 2020Q2: 1,232 shares; 2020Q3: 1,330 shares; 2020Q4: 1,261 shares 1,261 $631K 0.4% -69 Timeline CLOU GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 19,000 shares; 2020Q3: 22,000 shares; 2020Q4: 22,000 shares 22,000 $614K 0.39% 0 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,793 shares; 2020Q3: 11,026 shares; 2020Q4: 13,782 shares 13,782 $612K 0.39% +2,756 Timeline EMLP 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 26,000 shares; 2020Q2: 26,000 shares; 2020Q3: 26,000 shares; 2020Q4: 29,000 shares 29,000 $608K 0.38% +3,000 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,000 shares 5,000 $599K 0.38% new Timeline SL GREEN REALTY CORP SL GREEN REALTY CORP More: the full row for SL GREEN REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares 10,000 $596K 0.38% new VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,230 shares; 2020Q2: not reported; 2020Q3: 1,890 shares; 2020Q4: 1,640 shares 1,640 $580K 0.37% -250 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 1,100 shares 1,100 $574K 0.36% +600 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 6,000 shares 6,000 $574K 0.36% +3,000 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,700 shares; 2020Q2: 7,700 shares; 2020Q3: 4,800 shares; 2020Q4: 6,900 shares 6,900 $571K 0.36% +2,100 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,094 shares; 2020Q2: 1,943 shares; 2020Q3: 2,268 shares; 2020Q4: 3,988 shares 3,988 $558K 0.35% +1,720 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares 1,500 $555K 0.35% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,408 shares; 2020Q3: 4,120 shares; 2020Q4: 4,782 shares 4,782 $554K 0.35% +662 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 16,500 shares; 2020Q3: 28,000 shares; 2020Q4: 29,300 shares 29,300 $545K 0.34% +1,300 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,462 shares; 2020Q2: 2,448 shares; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares 2,400 $515K 0.33% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,654 shares; 2020Q2: 4,835 shares; 2020Q3: 4,930 shares; 2020Q4: 4,504 shares 4,504 $513K 0.32% -426 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,000 shares; 2020Q3: 6,000 shares; 2020Q4: 9,300 shares 9,300 $501K 0.32% +3,300 Timeline SBA COMMUNICATIONS CORP SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,700 shares 1,700 $480K 0.3% new CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,248 shares; 2020Q2: 3,142 shares; 2020Q3: 3,252 shares; 2020Q4: 2,962 shares 2,962 $472K 0.3% -290 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,110 shares; 2020Q2: 3,904 shares; 2020Q3: 4,044 shares; 2020Q4: 3,671 shares 3,671 $466K 0.29% -373 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,786 shares; 2020Q2: 6,041 shares; 2020Q3: 6,446 shares; 2020Q4: 6,378 shares 6,378 $461K 0.29% -68 Timeline PERSPECTA INC PERSPECTA INC More: the full row for PERSPECTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 19,000 shares; 2020Q3: 19,000 shares; 2020Q4: 1,900 shares 1,900 $458K 0.29% -17,100 CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,800 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,900 shares 4,900 $456K 0.29% +900 Timeline WELLS FARGO & CO WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: not reported; 2020Q3: 400 shares; 2020Q4: 300 shares 300 $455K 0.29% -100 CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 13,672 shares; 2020Q3: 5,669 shares; 2020Q4: 5,432 shares 5,432 $450K 0.28% -237 Timeline ZENDESK INC ZENDESK INC More: the full row for ZENDESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares 3,000 $429K 0.27% new IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,400 shares; 2020Q2: 2,400 shares; 2020Q3: 1,300 shares; 2020Q4: 1,900 shares 1,900 $425K 0.27% +600 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 19,874 shares; 2020Q2: 10,855 shares; 2020Q3: 7,855 shares; 2020Q4: 11,080 shares 11,080 $408K 0.26% +3,225 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,462 shares; 2020Q2: 2,304 shares; 2020Q3: 3,893 shares; 2020Q4: 4,804 shares 4,804 $408K 0.26% +911 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 600 shares; 2020Q3: 2,100 shares; 2020Q4: 1,500 shares 1,500 $398K 0.25% -600 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares; 2020Q3: 1,600 shares; 2020Q4: 2,300 shares 2,300 $387K 0.24% +700 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares 10,000 $387K 0.24% 0 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares 1,100 $385K 0.24% 0 Timeline ACCELERON PHARMA INC ACCELERON PHARMA INC More: the full row for ACCELERON PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,000 shares; 2020Q3: 2,000 shares; 2020Q4: 3,000 shares 3,000 $384K 0.24% +1,000 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,010 shares; 2020Q2: 4,350 shares; 2020Q3: 4,625 shares; 2020Q4: 4,225 shares 4,225 $374K 0.24% -400 Timeline EMQQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,000 shares; 2020Q2: 15,150 shares; 2020Q3: 6,400 shares; 2020Q4: 5,850 shares 5,850 $372K 0.23% -550 Timeline HOG HARLEY DAVIDSON INC More: the full row for HARLEY DAVIDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares 10,000 $367K 0.23% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $357K 0.23% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares 5,000 $356K 0.22% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,220 shares; 2020Q2: 14,220 shares; 2020Q3: 8,700 shares; 2020Q4: 10,500 shares 10,500 $355K 0.22% +1,800 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,198 shares; 2020Q2: 535 shares; 2020Q3: 558 shares; 2020Q4: 482 shares 482 $354K 0.22% -76 Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares; 2020Q4: 5,300 shares 5,300 $346K 0.22% 0 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 23,164 shares; 2020Q2: 10,495 shares; 2020Q3: 10,755 shares; 2020Q4: 9,470 shares 9,470 $341K 0.22% -1,285 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,550 shares; 2020Q2: 5,550 shares; 2020Q3: 8,150 shares; 2020Q4: 8,150 shares 8,150 $336K 0.21% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,250 shares; 2020Q2: 2,250 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares 1,350 $331K 0.21% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 825 shares; 2020Q4: 3,060 shares 3,060 $327K 0.21% +2,235 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 835 shares; 2020Q4: 1,965 shares 1,965 $325K 0.21% +1,130 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,174 shares 2,174 $324K 0.2% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,500 shares 4,500 $322K 0.2% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 531 shares; 2020Q4: 1,335 shares 1,335 $307K 0.19% +804 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,300 shares; 2020Q2: 3,500 shares; 2020Q3: 3,500 shares; 2020Q4: 2,800 shares 2,800 $300K 0.19% -700 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,561 shares; 2020Q3: 2,596 shares; 2020Q4: 2,438 shares 2,438 $293K 0.19% -158 Timeline GLNG GOLAR LNG LTD More: the full row for GOLAR LNG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 42,000 shares; 2020Q2: 49,600 shares; 2020Q3: 46,600 shares; 2020Q4: 30,000 shares 30,000 $289K 0.18% -16,600 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,210 shares; 2020Q3: 3,468 shares; 2020Q4: 3,058 shares 3,058 $279K 0.18% -410 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,560 shares 1,560 $278K 0.18% new Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 650 shares; 2020Q4: 950 shares 950 $278K 0.18% +300 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares 5,000 $278K 0.18% 0 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 325 shares; 2020Q4: 3,460 shares 3,460 $266K 0.17% +3,135 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,400 shares; 2020Q3: 3,800 shares; 2020Q4: 3,800 shares 3,800 $266K 0.17% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,300 shares; 2020Q2: 8,300 shares; 2020Q3: not reported; 2020Q4: 8,300 shares 8,300 $265K 0.17% new Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 315 shares; 2020Q4: 1,200 shares 1,200 $255K 0.16% +885 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares 3,000 $251K 0.16% new Timeline First Republic Bank COM First Republic Bank COM More: the full row for First Republic Bank COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 530 shares; 2020Q4: 1,690 shares 1,690 $248K 0.16% +1,160 IMMUNOGEN INC IMMUNOGEN INC More: the full row for IMMUNOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 49,500 shares; 2020Q2: 49,500 shares; 2020Q3: 28,000 shares; 2020Q4: 38,000 shares 38,000 $245K 0.15% +10,000 HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 180 shares; 2020Q4: 570 shares 570 $234K 0.15% +390 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 6,000 shares; 2020Q4: 5,000 shares 5,000 $233K 0.15% -1,000 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares 1,500 $228K 0.14% new Timeline PRG PROG HOLDINGS INC More: the full row for PROG HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,200 shares 4,200 $226K 0.14% new Timeline BKLN 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 34,191 shares; 2020Q2: 4,590 shares; 2020Q3: 8,359 shares; 2020Q4: 9,855 shares 9,855 $220K 0.14% +1,496 Timeline LIBERTY INTERACTIVE CORP LIBERTY INTERACTIVE CORP More: the full row for LIBERTY INTERACTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 20,000 shares 20,000 $219K 0.14% new LX LEXINFINTECH HLDGS LTD More: the full row for LEXINFINTECH HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 27,000 shares; 2020Q3: 29,600 shares; 2020Q4: 32,100 shares 32,100 $215K 0.14% +2,500 Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares 3,000 $214K 0.14% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,500 shares; 2020Q2: 2,500 shares; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares 2,500 $214K 0.14% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 1,150 shares 1,150 $209K 0.13% +350 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,200 shares 6,200 $207K 0.13% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 953 shares; 2020Q3: 1,313 shares; 2020Q4: 953 shares 953 $206K 0.13% -360 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,900 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares; 2020Q4: 1,900 shares 1,900 $205K 0.13% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,896 shares; 2020Q2: 962 shares; 2020Q3: 5,557 shares; 2020Q4: 1,865 shares 1,865 $203K 0.13% -3,692 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,870 shares; 2020Q2: 4,558 shares; 2020Q3: 3,137 shares; 2020Q4: 1,698 shares 1,698 $201K 0.13% -1,439 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares 5,000 $201K 0.13% 0 Timeline FSLY FASTLY INC More: the full row for FASTLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,300 shares; 2020Q4: 2,300 shares 2,300 $201K 0.13% 0 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,841 shares 7,841 $201K 0.13% new DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 900 shares; 2020Q4: 900 shares 900 $200K 0.13% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 784 shares; 2020Q4: 809 shares 809 $192K 0.12% +25 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,182 shares; 2020Q4: 1,135 shares 1,135 $182K 0.11% -47 Timeline PLRX PLIANT THERAPEUTICS INC More: the full row for PLIANT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,000 shares; 2020Q3: 7,100 shares; 2020Q4: 7,850 shares 7,850 $178K 0.11% +750 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,519 shares; 2020Q3: 4,239 shares; 2020Q4: 2,567 shares 2,567 $175K 0.11% -1,672 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $173K 0.11% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,585 shares 1,585 $166K 0.1% +585 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 966 shares; 2020Q3: 981 shares; 2020Q4: 904 shares 904 $157K 0.1% -77 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,176 shares; 2020Q2: 5,176 shares; 2020Q3: 5,176 shares; 2020Q4: 5,176 shares 5,176 $156K 0.1% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,180 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares 3,000 $155K 0.1% 0 Timeline CHEMOCENTRYX INC CHEMOCENTRYX INC More: the full row for CHEMOCENTRYX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,500 shares; 2020Q2: 2,500 shares; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares 2,500 $155K 0.1% 0 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 650 shares; 2020Q2: 650 shares; 2020Q3: 1,294 shares; 2020Q4: 1,039 shares 1,039 $154K 0.1% -255 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 805 shares; 2020Q3: 830 shares; 2020Q4: 811 shares 811 $153K 0.1% -19 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,263 shares; 2020Q3: 1,258 shares; 2020Q4: 1,077 shares 1,077 $152K 0.1% -181 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $152K 0.1% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,093 shares; 2020Q3: 1,023 shares; 2020Q4: 963 shares 963 $149K 0.09% -60 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,055 shares; 2020Q3: 3,935 shares; 2020Q4: 2,755 shares 2,755 $144K 0.09% -1,180 Timeline CHCO CITY HLDG CO More: the full row for CITY HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,735 shares; 2020Q4: 2,060 shares 2,060 $143K 0.09% +325 Timeline DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 5,935 shares; 2020Q3: 5,935 shares; 2020Q4: 4,455 shares 4,455 $134K 0.08% -1,480 BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,905 shares; 2020Q3: 8,250 shares; 2020Q4: 4,365 shares 4,365 $132K 0.08% -3,885 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,150 shares; 2020Q4: 850 shares 850 $129K 0.08% -300 Timeline IAA INC IAA INC More: the full row for IAA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,094 shares; 2020Q4: 1,991 shares 1,991 $129K 0.08% -103 ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares 4,000 $123K 0.08% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 902 shares; 2020Q3: 902 shares; 2020Q4: 862 shares 862 $118K 0.07% -40 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,200 shares; 2020Q2: 2,200 shares; 2020Q3: 1,200 shares; 2020Q4: 2,700 shares 2,700 $117K 0.07% +1,500 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 849 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $116K 0.07% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 757 shares; 2020Q3: 783 shares; 2020Q4: 531 shares 531 $114K 0.07% -252 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares 700 $110K 0.07% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares 200 $108K 0.07% 0 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 342 shares; 2020Q4: 432 shares 432 $108K 0.07% +90 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,832 shares; 2020Q3: 1,832 shares; 2020Q4: 1,710 shares 1,710 $106K 0.07% -122 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 5,000 shares 5,000 $100K 0.06% +1,000 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,823 shares; 2020Q3: 1,810 shares; 2020Q4: 782 shares 782 $98K 0.06% -1,028 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 6,657 shares; 2020Q4: 5,657 shares 5,657 $96K 0.06% -1,000 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,620 shares; 2020Q3: 1,770 shares; 2020Q4: 1,310 shares 1,310 $95K 0.06% -460 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,720 shares; 2020Q2: 1,720 shares; 2020Q3: 1,720 shares; 2020Q4: 1,720 shares 1,720 $94K 0.06% 0 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 100 shares 100 $92K 0.06% new 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares 3,300 $91K 0.06% 0 Timeline PENN PENN ENTERTAINMENT INC More: the full row for PENN ENTERTAINMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,000 shares 1,000 $86K 0.05% new Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 292 shares; 2020Q4: 390 shares 390 $83K 0.05% +98 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $81K 0.05% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,700 shares; 2020Q2: 4,700 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $80K 0.05% 0 Timeline AVAYA HLDGS CORP AVAYA HLDGS CORP More: the full row for AVAYA HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares 4,000 $77K 0.05% 0 CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 2,000 shares 2,000 $75K 0.05% +1,000 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,829 shares 1,829 $74K 0.05% new Timeline XSOE WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,870 shares; 2020Q3: 1,870 shares; 2020Q4: 1,870 shares 1,870 $74K 0.05% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 136 shares 136 $70K 0.04% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 1,000 shares 1,000 $68K 0.04% +500 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,286 shares; 2020Q4: 1,820 shares 1,820 $68K 0.04% -466 XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,265 shares; 2020Q4: 2,265 shares 2,265 $67K 0.04% 0 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $67K 0.04% 0 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $66K 0.04% 0 Timeline LIVN LIVANOVA PLC More: the full row for LIVANOVA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $66K 0.04% 0 Timeline iShares Core S&P Mid-Cap ETF iShares Core S&P Mid-Cap ETF More: the full row for iShares Core S&P Mid-Cap ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 550 shares; 2020Q4: 275 shares 275 $63K 0.04% -275 NXTG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares 900 $62K 0.04% 0 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 325 shares 325 $60K 0.04% new Timeline AARONS HOLDINGS COMPANY INC AARONS HOLDINGS COMPANY INC More: the full row for AARONS HOLDINGS COMPANY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,100 shares 3,100 $59K 0.04% new VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,882 shares; 2020Q3: not reported; 2020Q4: 337 shares 337 $57K 0.04% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 307 shares 307 $55K 0.03% new Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 210 shares; 2020Q4: 150 shares 150 $53K 0.03% -60 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 607 shares; 2020Q4: 607 shares 607 $53K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 400 shares 400 $53K 0.03% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 257 shares 257 $51K 0.03% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 350 shares; 2020Q2: 350 shares; 2020Q3: 350 shares; 2020Q4: 350 shares 350 $49K 0.03% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $42K 0.03% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300 shares 300 $42K 0.03% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,050 shares; 2020Q2: 1,050 shares; 2020Q3: 1,050 shares; 2020Q4: 1,050 shares 1,050 $40K 0.03% 0 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,000 shares; 2020Q2: 9,000 shares; 2020Q3: 9,000 shares; 2020Q4: 9,000 shares 9,000 $36K 0.02% 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 500 shares 500 $36K 0.02% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $35K 0.02% 0 Timeline JOUNCE THERAPEUTICS INC JOUNCE THERAPEUTICS INC More: the full row for JOUNCE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,008 shares 5,008 $35K 0.02% new DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares 2,000 $32K 0.02% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $32K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $29K 0.02% 0 Timeline SYNA SYNAPTICS INC More: the full row for SYNAPTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300 shares 300 $29K 0.02% new Timeline VYNE THERAPEUTICS INC VYNE THERAPEUTICS INC More: the full row for VYNE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,006 shares 18,006 $28K 0.02% new ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares 400 $26K 0.02% 0 Timeline MCR MFS CHARTER INCOME TR More: the full row for MFS CHARTER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares 3,000 $26K 0.02% 0 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 100 shares 100 $26K 0.02% -400 DRH DIAMONDROCK HOSPITALITY CO More: the full row for DIAMONDROCK HOSPITALITY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,090 shares; 2020Q2: 3,090 shares; 2020Q3: 3,090 shares; 2020Q4: 3,090 shares 3,090 $25K 0.02% 0 Timeline AEGON NV PFD AEGON NV PFD More: the full row for AEGON NV PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares 1,000 $25K 0.02% 0 PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 600 shares 600 $23K 0.01% new Timeline BLACKROCK MUNIENHANCED FD IN BLACKROCK MUNIENHANCED FD IN More: the full row for BLACKROCK MUNIENHANCED FD IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,950 shares; 2020Q2: 1,950 shares; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares 1,950 $23K 0.01% 0 IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,000 shares 1,000 $20K 0.01% new Timeline TELFY TELEFONICA SA ADS(RP 1 SH CAPI More: the full row for TELEFONICA SA ADS(RP 1 SH CAPI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,520 shares; 2020Q2: 4,520 shares; 2020Q3: 4,708 shares; 2020Q4: 4,708 shares 4,708 $19K 0.01% 0 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $18K 0.01% 0 Timeline BLACKROCK MUNIVEST FUND BLACKROCK MUNIVEST FUND More: the full row for BLACKROCK MUNIVEST FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,950 shares; 2020Q2: 1,950 shares; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares 1,950 $18K 0.01% 0 CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,159 shares; 2020Q3: 1,159 shares; 2020Q4: 1,159 shares 1,159 $18K 0.01% 0 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares 150 $16K 0.01% 0 Timeline AVXL ANAVEX LIFE SCIENCES CORP More: the full row for ANAVEX LIFE SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares 3,000 $16K 0.01% new Timeline SPHD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 427 shares 427 $16K 0.01% new Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 554 shares; 2020Q2: 554 shares; 2020Q3: 554 shares; 2020Q4: 554 shares 554 $16K 0.01% 0 Timeline FRI 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 700 shares 700 $16K 0.01% new Timeline SVC SERVICE PPTYS TR More: the full row for SERVICE PPTYS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,300 shares; 2020Q3: 1,300 shares; 2020Q4: 1,300 shares 1,300 $15K 0.01% 0 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; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares 500 $14K 0.01% 0 Timeline NATIONAL OILWELL VARCO INC NATIONAL OILWELL VARCO INC More: the full row for NATIONAL OILWELL VARCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,000 shares 1,000 $14K 0.01% new AERIE PHARMACEUTICALS INC AERIE PHARMACEUTICALS INC More: the full row for AERIE PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,000 shares 1,000 $14K 0.01% new MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 175 shares; 2020Q3: 175 shares; 2020Q4: 175 shares 175 $13K 0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 600 shares 600 $12K 0.01% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 200 shares 200 $10K 0.01% new Timeline