TEXAS TEXAS More: the full row for TEXAS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,500 shares; 2020Q2: 3,800 shares; 2020Q3: 3,350 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000 $6.36M 4.04% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 164,389 shares; 2020Q4: 164,389 shares; 2021Q1: 183,112 shares 183,112 $6.33M 4.03% +18,723 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,252 shares; 2020Q2: 4,194 shares; 2020Q3: 48,766 shares; 2020Q4: 54,953 shares; 2021Q1: 48,792 shares 48,792 $5.96M 3.79% -6,161 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 146,429 shares; 2020Q2: 138,649 shares; 2020Q3: 124,749 shares; 2020Q4: 131,549 shares; 2021Q1: 130,149 shares 130,149 $5.3M 3.37% -1,400 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,425 shares; 2020Q2: 2,425 shares; 2020Q3: 2,110 shares; 2020Q4: 2,220 shares; 2021Q1: 2,220 shares 2,220 $5M 3.18% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 34,500 shares; 2020Q2: 74,425 shares; 2020Q3: 73,425 shares; 2020Q4: 76,900 shares; 2021Q1: 76,900 shares 76,900 $4.74M 3.01% 0 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,452 shares; 2020Q2: 1,364 shares; 2020Q3: 1,286 shares; 2020Q4: 1,547 shares; 2021Q1: 1,415 shares 1,415 $4.38M 2.78% -132 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 75,687 shares; 2020Q2: 79,687 shares; 2020Q3: 79,087 shares; 2020Q4: 46,387 shares; 2021Q1: 45,387 shares 45,387 $3.82M 2.43% -1,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,360 shares; 2020Q2: 8,210 shares; 2020Q3: 10,422 shares; 2020Q4: 9,086 shares; 2021Q1: 8,710 shares 8,710 $3.45M 2.2% -376 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 15,000 shares; 2020Q2: 15,000 shares; 2020Q3: 13,081 shares; 2020Q4: 11,866 shares; 2021Q1: 11,951 shares 11,951 $3.2M 2.03% +85 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,374 shares; 2020Q4: 1,599 shares; 2021Q1: 1,355 shares 1,355 $2.79M 1.78% -244 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,518 shares; 2020Q2: 10,518 shares; 2020Q3: 10,518 shares; 2020Q4: 10,518 shares; 2021Q1: 13,918 shares 13,918 $2.6M 1.65% +3,400 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,200 shares; 2020Q2: 9,500 shares; 2020Q3: 900 shares; 2020Q4: 11,000 shares; 2021Q1: 11,000 shares 11,000 $2.28M 1.45% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,100 shares; 2020Q2: 9,400 shares; 2020Q3: 6,900 shares; 2020Q4: 7,500 shares; 2021Q1: 7,500 shares 7,500 $2.21M 1.41% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 82,800 shares; 2020Q2: 107,500 shares; 2020Q3: 113,500 shares; 2020Q4: 113,500 shares; 2021Q1: 113,500 shares 113,500 $2.12M 1.35% 0 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,650 shares; 2020Q2: 1,650 shares; 2020Q3: 3,150 shares; 2020Q4: 4,850 shares; 2021Q1: 4,850 shares 4,850 $2.03M 1.29% 0 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,740 shares; 2020Q2: 4,850 shares; 2020Q3: 4,850 shares; 2020Q4: 4,850 shares; 2021Q1: 4,850 shares 4,850 $1.93M 1.23% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,500 shares; 2020Q2: not reported; 2020Q3: 4,900 shares; 2020Q4: 16,200 shares; 2021Q1: 16,500 shares 16,500 $1.91M 1.21% +300 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares; 2021Q1: 16,700 shares 16,700 $1.88M 1.19% +15,200 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 45,000 shares; 2021Q1: 40,000 shares 40,000 $1.65M 1.05% -5,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares 1,100 $1.56M 0.99% 0 Timeline DAY DAYFORCE INC More: the full row for DAYFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 33,100 shares; 2020Q2: 27,200 shares; 2020Q3: 22,200 shares; 2020Q4: 18,200 shares; 2021Q1: 18,200 shares 18,200 $1.53M 0.98% 0 Timeline IYK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 7,600 shares; 2020Q4: 8,600 shares; 2021Q1: 8,600 shares 8,600 $1.52M 0.97% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,000 shares; 2020Q3: 7,100 shares; 2020Q4: 7,850 shares; 2021Q1: 38,158 shares 38,158 $1.48M 0.94% +30,308 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,500 shares; 2020Q2: 9,500 shares; 2020Q3: 10,200 shares; 2020Q4: 10,200 shares; 2021Q1: 10,200 shares 10,200 $1.45M 0.92% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,400 shares; 2020Q3: 5,500 shares; 2020Q4: 8,263 shares; 2021Q1: 6,000 shares 6,000 $1.37M 0.87% -2,263 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: 11,000 shares; 2020Q3: 11,000 shares; 2020Q4: 11,000 shares; 2021Q1: 11,000 shares 11,000 $1.31M 0.83% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,438 shares; 2020Q2: 5,889 shares; 2020Q3: 5,789 shares; 2020Q4: 7,289 shares; 2021Q1: 7,489 shares 7,489 $1.23M 0.78% +200 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 40,000 shares; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 40,000 shares; 2021Q1: 40,000 shares 40,000 $1.23M 0.78% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 16,472 shares; 2020Q2: 19,372 shares; 2020Q3: 16,203 shares; 2020Q4: 15,753 shares; 2021Q1: 16,253 shares 16,253 $1.22M 0.78% +500 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,846 shares; 2020Q2: 8,873 shares; 2020Q3: 2,211 shares; 2020Q4: 11,850 shares; 2021Q1: 10,579 shares 10,579 $1.21M 0.77% -1,271 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 13,272 shares; 2020Q2: 11,145 shares; 2020Q3: 7,461 shares; 2020Q4: 8,416 shares; 2021Q1: 5,685 shares 5,685 $1.2M 0.77% -2,731 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,500 shares; 2020Q2: 18,500 shares; 2020Q3: 19,100 shares; 2020Q4: 18,900 shares; 2021Q1: 19,900 shares 19,900 $1.18M 0.75% +1,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,100 shares; 2020Q4: 21,000 shares; 2021Q1: 21,000 shares 21,000 $1.18M 0.75% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,200 shares; 2020Q2: 7,200 shares; 2020Q3: 7,200 shares; 2020Q4: 6,400 shares; 2021Q1: 6,400 shares 6,400 $1.17M 0.75% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6 shares; 2020Q2: 5 shares; 2020Q3: 3 shares; 2020Q4: 3 shares; 2021Q1: 3 shares 3 $1.16M 0.74% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,500 shares; 2020Q3: 6,050 shares; 2020Q4: 4,850 shares; 2021Q1: 4,850 shares 4,850 $1.15M 0.73% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,500 shares; 2020Q2: 7,900 shares; 2020Q3: 6,200 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $1.13M 0.72% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,100 shares; 2020Q2: 4,481 shares; 2020Q3: 5,126 shares; 2020Q4: 6,056 shares; 2021Q1: 5,996 shares 5,996 $1.11M 0.7% -60 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,214 shares; 2020Q2: 5,850 shares; 2020Q3: 6,773 shares; 2020Q4: 7,399 shares; 2021Q1: 4,580 shares 4,580 $1.08M 0.69% -2,819 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 105,500 shares; 2020Q2: 105,500 shares; 2020Q3: 85,500 shares; 2020Q4: 87,500 shares; 2021Q1: 87,500 shares 87,500 $1.06M 0.67% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,030 shares; 2020Q2: 4,580 shares; 2020Q3: 4,030 shares; 2020Q4: 4,030 shares; 2021Q1: 4,030 shares 4,030 $1.05M 0.67% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $1.02M 0.65% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,900 shares; 2020Q2: 2,900 shares; 2020Q3: 2,900 shares; 2020Q4: 2,900 shares; 2021Q1: 2,900 shares 2,900 $988K 0.63% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,834 shares; 2020Q2: 540 shares; 2020Q3: 378 shares; 2020Q4: 805 shares; 2021Q1: 456 shares 456 $943K 0.6% -349 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,500 shares; 2021Q1: 20,400 shares 20,400 $928K 0.59% +18,900 MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,840 shares; 2020Q4: 9,860 shares; 2021Q1: 7,700 shares 7,700 $910K 0.58% -2,160 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,100 shares; 2020Q2: 8,100 shares; 2020Q3: 8,400 shares; 2020Q4: 7,200 shares; 2021Q1: 7,200 shares 7,200 $850K 0.54% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 22,475 shares; 2020Q2: 22,475 shares; 2020Q3: 15,500 shares; 2020Q4: 16,500 shares; 2021Q1: 16,500 shares 16,500 $844K 0.54% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,315 shares; 2020Q4: 4,219 shares; 2021Q1: 3,000 shares 3,000 $829K 0.53% -1,219 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,014 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,499 shares 7,499 $829K 0.53% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,000 shares; 2020Q2: 9,000 shares; 2020Q3: 7,000 shares; 2020Q4: 15,700 shares; 2021Q1: 16,700 shares 16,700 $818K 0.52% +1,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,500 shares; 2020Q2: 6,500 shares; 2020Q3: 5,800 shares; 2020Q4: 7,500 shares; 2021Q1: 7,500 shares 7,500 $811K 0.52% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares; 2021Q1: 11,588 shares 11,588 $811K 0.52% +1,588 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,400 shares; 2020Q2: 3,400 shares; 2020Q3: 2,450 shares; 2020Q4: 3,600 shares; 2021Q1: 3,600 shares 3,600 $793K 0.5% 0 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,700 shares; 2020Q2: 6,700 shares; 2020Q3: 6,700 shares; 2020Q4: 6,700 shares; 2021Q1: 6,700 shares 6,700 $782K 0.5% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,286 shares; 2020Q2: 4,185 shares; 2020Q3: 4,291 shares; 2020Q4: 3,504 shares; 2021Q1: 3,359 shares 3,359 $768K 0.49% -145 Timeline ISTAR FINANCIAL INC 7.65 PF… ISTAR FINANCIAL INC 7.65 PFD SHS … More: the full row for ISTAR FINANCIAL INC 7.65 PFD SHS SERIES G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 29,090 shares 29,090 $738K 0.47% new WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 10,064 shares; 2020Q2: 5,077 shares; 2020Q3: 5,317 shares; 2020Q4: 4,903 shares; 2021Q1: 5,381 shares 5,381 $731K 0.46% +478 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 17,700 shares; 2020Q2: 15,700 shares; 2020Q3: 12,900 shares; 2020Q4: 11,300 shares; 2021Q1: 11,300 shares 11,300 $730K 0.46% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,230 shares; 2020Q2: 3,230 shares; 2020Q3: 3,230 shares; 2020Q4: 3,230 shares; 2021Q1: 3,230 shares 3,230 $714K 0.45% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,400 shares; 2020Q2: 1,400 shares; 2020Q3: 1,400 shares; 2020Q4: 1,400 shares; 2021Q1: 1,400 shares 1,400 $710K 0.45% 0 Timeline Customers Bancorp 7 Pfd C Customers Bancorp 7 Pfd C More: the full row for Customers Bancorp 7 Pfd C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 28,045 shares 28,045 $704K 0.45% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 11,204 shares; 2020Q2: 6,145 shares; 2020Q3: 6,800 shares; 2020Q4: 5,505 shares; 2021Q1: 5,328 shares 5,328 $693K 0.44% -177 Timeline PROOFPOINT INC PROOFPOINT INC More: the full row for PROOFPOINT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,400 shares; 2021Q1: 5,400 shares 5,400 $679K 0.43% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 18,000 shares; 2020Q2: 18,000 shares; 2020Q3: 1,800 shares; 2020Q4: 18,000 shares; 2021Q1: 18,000 shares 18,000 $677K 0.43% 0 Timeline MONMOUTH 6.125 MONMOUTH 6.125 More: the full row for MONMOUTH 6.125 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 26,240 shares 26,240 $667K 0.42% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,300 shares; 2020Q2: 3,300 shares; 2020Q3: 3,300 shares; 2020Q4: 2,600 shares; 2021Q1: 2,600 shares 2,600 $662K 0.42% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 26,000 shares; 2020Q2: 26,000 shares; 2020Q3: 26,000 shares; 2020Q4: 29,000 shares; 2021Q1: 29,000 shares 29,000 $661K 0.42% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 7,700 shares; 2020Q2: 7,700 shares; 2020Q3: 4,800 shares; 2020Q4: 6,900 shares; 2021Q1: 7,400 shares 7,400 $657K 0.42% +500 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,270 shares; 2020Q2: 2,457 shares; 2020Q3: 2,599 shares; 2020Q4: 2,306 shares; 2021Q1: 2,219 shares 2,219 $655K 0.42% -87 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,750 shares; 2020Q4: 2,383 shares; 2021Q1: 2,026 shares 2,026 $647K 0.41% -357 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,230 shares; 2020Q2: not reported; 2020Q3: 1,890 shares; 2020Q4: 1,640 shares; 2021Q1: 1,710 shares 1,710 $613K 0.39% +70 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares 1,100 $587K 0.37% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,200 shares; 2021Q1: 3,200 shares 3,200 $584K 0.37% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,318 shares; 2020Q2: 1,232 shares; 2020Q3: 1,330 shares; 2020Q4: 1,261 shares; 2021Q1: 1,211 shares 1,211 $576K 0.37% -50 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,500 shares; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares 1,500 $576K 0.37% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 19,000 shares; 2020Q3: 22,000 shares; 2020Q4: 22,000 shares; 2021Q1: 22,000 shares 22,000 $566K 0.36% 0 Timeline NATIONAL STORAGE AFFILIATES… NATIONAL STORAGE AFFILIATES TR More: the full row for NATIONAL STORAGE AFFILIATES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 21,200 shares 21,200 $560K 0.36% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,585 shares; 2020Q4: 3,305 shares; 2021Q1: 2,300 shares 2,300 $559K 0.36% -1,005 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 19,000 shares; 2020Q3: 19,000 shares; 2020Q4: 1,900 shares; 2021Q1: 19,000 shares 19,000 $552K 0.35% +17,100 CGNT COGNYTE SOFTWARE LTD More: the full row for COGNYTE SOFTWARE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 19,800 shares 19,800 $551K 0.35% new Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,462 shares; 2020Q2: 2,448 shares; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares; 2021Q1: 2,400 shares 2,400 $538K 0.34% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 6,000 shares; 2021Q1: 6,000 shares 6,000 $535K 0.34% 0 Timeline DIGITAL RLTY TR INC 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 19,685 shares 19,685 $522K 0.33% new FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,654 shares; 2020Q2: 4,835 shares; 2020Q3: 4,930 shares; 2020Q4: 4,504 shares; 2021Q1: 4,274 shares 4,274 $509K 0.32% -230 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,110 shares; 2020Q2: 3,904 shares; 2020Q3: 4,044 shares; 2020Q4: 3,671 shares; 2021Q1: 3,330 shares 3,330 $507K 0.32% -341 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,248 shares; 2020Q2: 3,142 shares; 2020Q3: 3,252 shares; 2020Q4: 2,962 shares; 2021Q1: 2,922 shares 2,922 $503K 0.32% -40 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,800 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,900 shares; 2021Q1: 4,900 shares 4,900 $484K 0.31% 0 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 21,262 shares; 2020Q2: 11,960 shares; 2020Q3: 12,195 shares; 2020Q4: 15,850 shares; 2021Q1: 9,275 shares 9,275 $480K 0.31% -6,575 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 1,700 shares 1,700 $472K 0.3% 0 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $466K 0.3% 0 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 12,786 shares; 2020Q2: 6,041 shares; 2020Q3: 6,446 shares; 2020Q4: 6,378 shares; 2021Q1: 6,474 shares 6,474 $464K 0.3% +96 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 600 shares; 2020Q3: 2,100 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares 1,500 $458K 0.29% 0 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,550 shares; 2020Q2: 5,550 shares; 2020Q3: 8,150 shares; 2020Q4: 8,150 shares; 2021Q1: 8,150 shares 8,150 $455K 0.29% 0 Timeline NEO NEOGENOMICS INC More: the full row for NEOGENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,000 shares; 2020Q3: 6,000 shares; 2020Q4: 9,300 shares; 2021Q1: 9,300 shares 9,300 $449K 0.29% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,896 shares; 2020Q2: 962 shares; 2020Q3: 5,557 shares; 2020Q4: 1,865 shares; 2021Q1: 4,055 shares 4,055 $441K 0.28% +2,190 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 16,500 shares; 2020Q3: 28,000 shares; 2020Q4: 29,300 shares; 2021Q1: 29,300 shares 29,300 $440K 0.28% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares 1,100 $409K 0.26% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,000 shares; 2020Q3: 2,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $407K 0.26% 0 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 19,874 shares; 2020Q2: 10,855 shares; 2020Q3: 7,855 shares; 2020Q4: 11,080 shares; 2021Q1: 11,152 shares 11,152 $404K 0.26% +72 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $401K 0.26% 0 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,400 shares; 2020Q2: 2,400 shares; 2020Q3: 1,300 shares; 2020Q4: 1,900 shares; 2021Q1: 1,900 shares 1,900 $401K 0.26% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 20,230 shares; 2020Q2: 9,945 shares; 2020Q3: 9,945 shares; 2020Q4: 19,965 shares; 2021Q1: 9,595 shares 9,595 $399K 0.25% -10,370 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $398K 0.25% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 9,010 shares; 2020Q2: 4,350 shares; 2020Q3: 4,625 shares; 2020Q4: 4,225 shares; 2021Q1: 4,000 shares 4,000 $394K 0.25% -225 Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,300 shares; 2020Q2: 5,300 shares; 2020Q3: 5,300 shares; 2020Q4: 5,300 shares; 2021Q1: 5,300 shares 5,300 $393K 0.25% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,800 shares; 2020Q2: 2,800 shares; 2020Q3: 1,600 shares; 2020Q4: 2,300 shares; 2021Q1: 2,300 shares 2,300 $391K 0.25% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,174 shares; 2021Q1: 2,202 shares 2,202 $386K 0.25% +28 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $386K 0.25% 0 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $381K 0.24% 0 Timeline UMH PPTYS INC CUM RED PFD S… UMH PPTYS INC CUM RED PFD SER More: the full row for UMH PPTYS INC CUM RED PFD SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 15,245 shares 15,245 $381K 0.24% new BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,250 shares; 2020Q2: 2,250 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares; 2021Q1: 1,350 shares 1,350 $378K 0.24% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,670 shares; 2020Q2: 36,300 shares; 2020Q3: 25,000 shares; 2020Q4: 30,000 shares; 2021Q1: 10,100 shares 10,100 $374K 0.24% -19,900 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,000 shares; 2020Q2: 15,150 shares; 2020Q3: 6,400 shares; 2020Q4: 5,850 shares; 2021Q1: 5,850 shares 5,850 $374K 0.24% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 23,164 shares; 2020Q2: 10,495 shares; 2020Q3: 10,755 shares; 2020Q4: 9,470 shares; 2021Q1: 9,205 shares 9,205 $368K 0.23% -265 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,084 shares; 2020Q2: 1,132 shares; 2020Q3: 1,540 shares; 2020Q4: 3,037 shares; 2021Q1: 1,030 shares 1,030 $363K 0.23% -2,007 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $356K 0.23% 0 Timeline CAPITAL ONE FINANCIAL CO PFD CAPITAL ONE FINANCIAL CO PFD More: the full row for CAPITAL ONE FINANCIAL CO PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 13,925 shares 13,925 $356K 0.23% new RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 4,500 shares; 2020Q3: 4,500 shares; 2020Q4: 4,500 shares; 2021Q1: 4,500 shares 4,500 $348K 0.22% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,198 shares; 2020Q2: 535 shares; 2020Q3: 558 shares; 2020Q4: 482 shares; 2021Q1: 467 shares 467 $345K 0.22% -15 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 27,000 shares; 2020Q3: 29,600 shares; 2020Q4: 32,100 shares; 2021Q1: 32,100 shares 32,100 $323K 0.21% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $320K 0.2% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,462 shares; 2020Q2: 2,304 shares; 2020Q3: 3,893 shares; 2020Q4: 4,804 shares; 2021Q1: 3,470 shares 3,470 $319K 0.2% -1,334 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,400 shares; 2020Q3: 3,800 shares; 2020Q4: 3,800 shares; 2021Q1: 3,800 shares 3,800 $310K 0.2% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,000 shares; 2020Q2: 6,000 shares; 2020Q3: 6,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $305K 0.19% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,300 shares; 2020Q2: 3,500 shares; 2020Q3: 3,500 shares; 2020Q4: 2,800 shares; 2021Q1: 2,800 shares 2,800 $303K 0.19% 0 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,555 shares 6,555 $301K 0.19% new Timeline IMMUNOGEN INC IMMUNOGEN INC More: the full row for IMMUNOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 49,500 shares; 2020Q2: 49,500 shares; 2020Q3: 28,000 shares; 2020Q4: 38,000 shares; 2021Q1: 37,000 shares 37,000 $300K 0.19% -1,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 13,672 shares; 2020Q3: 5,669 shares; 2020Q4: 5,432 shares; 2021Q1: 3,578 shares 3,578 $298K 0.19% -1,854 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,094 shares; 2020Q2: 1,943 shares; 2020Q3: 2,268 shares; 2020Q4: 3,988 shares; 2021Q1: 2,024 shares 2,024 $285K 0.18% -1,964 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 8,300 shares; 2020Q2: 8,300 shares; 2020Q3: not reported; 2020Q4: 8,300 shares; 2021Q1: 8,300 shares 8,300 $274K 0.17% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 1,150 shares; 2021Q1: 1,150 shares 1,150 $267K 0.17% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,210 shares; 2020Q3: 3,468 shares; 2020Q4: 3,058 shares; 2021Q1: 3,116 shares 3,116 $261K 0.17% +58 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 2,561 shares; 2020Q3: 2,596 shares; 2020Q4: 2,438 shares; 2021Q1: 2,417 shares 2,417 $252K 0.16% -21 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 14,220 shares; 2020Q2: 14,220 shares; 2020Q3: 8,700 shares; 2020Q4: 10,500 shares; 2021Q1: 6,900 shares 6,900 $246K 0.16% -3,600 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,793 shares; 2020Q3: 11,026 shares; 2020Q4: 13,782 shares; 2021Q1: 5,628 shares 5,628 $244K 0.16% -8,154 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,735 shares; 2020Q4: 2,060 shares; 2021Q1: 2,910 shares 2,910 $238K 0.15% +850 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 650 shares; 2020Q4: 950 shares; 2021Q1: 950 shares 950 $236K 0.15% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 20,000 shares; 2021Q1: 20,000 shares 20,000 $235K 0.15% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,900 shares; 2020Q2: 1,900 shares; 2020Q3: 1,900 shares; 2020Q4: 1,900 shares; 2021Q1: 1,900 shares 1,900 $217K 0.14% 0 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,182 shares; 2020Q4: 1,135 shares; 2021Q1: 1,135 shares 1,135 $216K 0.14% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 802 shares; 2020Q3: 892 shares; 2020Q4: not reported; 2021Q1: 967 shares 967 $213K 0.14% new Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,000 shares; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $211K 0.13% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 42,000 shares; 2020Q2: 49,600 shares; 2020Q3: 46,600 shares; 2020Q4: 30,000 shares; 2021Q1: 20,000 shares 20,000 $205K 0.13% -10,000 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 953 shares; 2020Q3: 1,313 shares; 2020Q4: 953 shares; 2021Q1: 953 shares 953 $204K 0.13% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 900 shares; 2020Q4: 900 shares; 2021Q1: 900 shares 900 $203K 0.13% 0 Timeline HUNTINGTON BANCSHARES INCOR… HUNTINGTON BANCSHARES INCORPORTED… More: the full row for HUNTINGTON BANCSHARES INCORPORTED DEP SHS PFD D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8,000 shares 8,000 $203K 0.13% new WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares 700 $199K 0.13% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,500 shares; 2020Q2: 2,500 shares; 2020Q3: 2,500 shares; 2020Q4: 2,500 shares; 2021Q1: 2,500 shares 2,500 $197K 0.13% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $191K 0.12% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 6,200 shares; 2021Q1: 6,200 shares 6,200 $188K 0.12% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $184K 0.12% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,200 shares; 2021Q1: 4,200 shares 4,200 $182K 0.12% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,093 shares; 2020Q3: 1,023 shares; 2020Q4: 963 shares; 2021Q1: 963 shares 963 $177K 0.11% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,519 shares; 2020Q3: 4,239 shares; 2020Q4: 2,567 shares; 2021Q1: 2,612 shares 2,612 $173K 0.11% +45 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $171K 0.11% 0 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,905 shares; 2020Q3: 8,250 shares; 2020Q4: 4,365 shares; 2021Q1: 4,365 shares 4,365 $169K 0.11% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 966 shares; 2020Q3: 981 shares; 2020Q4: 904 shares; 2021Q1: 944 shares 944 $168K 0.11% +40 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 805 shares; 2020Q3: 830 shares; 2020Q4: 811 shares; 2021Q1: 811 shares 811 $164K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 5,176 shares; 2020Q2: 5,176 shares; 2020Q3: 5,176 shares; 2020Q4: 5,176 shares; 2021Q1: 5,176 shares 5,176 $164K 0.1% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 5,935 shares; 2020Q3: 5,935 shares; 2020Q4: 4,455 shares; 2021Q1: 3,710 shares 3,710 $161K 0.1% -745 EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 6,180 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $160K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,300 shares; 2020Q4: 2,300 shares; 2021Q1: 2,300 shares 2,300 $155K 0.1% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,841 shares; 2021Q1: 4,986 shares 4,986 $152K 0.1% -2,855 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 3,055 shares; 2020Q3: 3,935 shares; 2020Q4: 2,755 shares; 2021Q1: 2,755 shares 2,755 $149K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,263 shares; 2020Q3: 1,258 shares; 2020Q4: 1,077 shares; 2021Q1: 1,077 shares 1,077 $146K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 342 shares; 2020Q4: 432 shares; 2021Q1: 572 shares 572 $141K 0.09% +140 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 757 shares; 2020Q3: 783 shares; 2020Q4: 531 shares; 2021Q1: 531 shares 531 $135K 0.09% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,150 shares; 2020Q4: 850 shares; 2021Q1: 850 shares 850 $134K 0.09% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 784 shares; 2020Q4: 809 shares; 2021Q1: 500 shares 500 $134K 0.09% -309 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,008 shares; 2021Q1: 12,728 shares 12,728 $131K 0.08% +7,720 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,100 shares; 2021Q1: 5,100 shares 5,100 $131K 0.08% +2,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 849 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500 $128K 0.08% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares 700 $128K 0.08% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 6,620 shares; 2020Q3: 1,770 shares; 2020Q4: 1,310 shares; 2021Q1: 1,485 shares 1,485 $125K 0.08% +175 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 902 shares; 2020Q3: 902 shares; 2020Q4: 862 shares; 2021Q1: 882 shares 882 $124K 0.08% +20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares; 2021Q1: 3,300 shares 3,300 $124K 0.08% 0 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,616 shares 2,616 $120K 0.08% new Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 3,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000 $118K 0.08% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $118K 0.08% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,832 shares; 2020Q3: 1,832 shares; 2020Q4: 1,710 shares; 2021Q1: 1,775 shares 1,775 $113K 0.07% +65 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,000 shares; 2020Q2: 4,000 shares; 2020Q3: 4,000 shares; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000 $112K 0.07% 0 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 4,700 shares; 2020Q2: 4,700 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $106K 0.07% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 325 shares; 2021Q1: 585 shares 585 $105K 0.07% +260 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $105K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 200 shares 200 $104K 0.07% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,094 shares; 2020Q4: 1,991 shares; 2021Q1: 1,866 shares 1,866 $103K 0.07% -125 PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 650 shares; 2020Q2: 650 shares; 2020Q3: 1,294 shares; 2020Q4: 1,039 shares; 2021Q1: 650 shares 650 $92K 0.06% -389 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,720 shares; 2020Q2: 1,720 shares; 2020Q3: 1,720 shares; 2020Q4: 1,720 shares; 2021Q1: 1,720 shares 1,720 $91K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $84K 0.05% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 100 shares; 2021Q1: 100 shares 100 $82K 0.05% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 835 shares; 2020Q4: 1,965 shares; 2021Q1: 500 shares 500 $79K 0.05% -1,465 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $79K 0.05% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares 400 $77K 0.05% 0 Timeline NRIX NURIX THERAPEUTICS INC More: the full row for NURIX THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,463 shares 2,463 $77K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 1,870 shares; 2020Q3: 1,870 shares; 2020Q4: 1,870 shares; 2021Q1: 1,870 shares 1,870 $76K 0.05% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,000 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $74K 0.05% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 400 shares; 2021Q1: 400 shares 400 $69K 0.04% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $68K 0.04% 0 Timeline EXAS EXACT SCIENCES CORP More: the full row for EXACT SCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 507 shares 507 $67K 0.04% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 2,200 shares; 2020Q2: 2,200 shares; 2020Q3: 1,200 shares; 2020Q4: 2,700 shares; 2021Q1: 1,300 shares 1,300 $67K 0.04% -1,400 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 400 shares; 2020Q2: 400 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares 400 $66K 0.04% 0 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares; 2021Q1: 900 shares 900 $66K 0.04% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 307 shares; 2021Q1: 307 shares 307 $59K 0.04% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300 shares; 2021Q1: 300 shares 300 $53K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500 $52K 0.03% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: 1,050 shares; 2020Q2: 1,050 shares; 2020Q3: 1,050 shares; 2020Q4: 1,050 shares; 2021Q1: 1,050 shares 1,050 $52K 0.03% 0 Timeline