HEARTLAND FINL USA INC HEARTLAND FINL USA INC More: the full row for HEARTLAND FINL USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,652,456 shares; 2022Q1: 1,644,730 shares; 2022Q2: 1,644,720 shares; 2022Q3: 1,640,534 shares 1,640,534 $71.1M 9.95% -4,186 VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 327,145 shares; 2022Q1: 367,334 shares; 2022Q2: 374,287 shares; 2022Q3: 344,179 shares 344,179 $42.5M 5.95% -30,108 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 159,606 shares; 2022Q1: 160,984 shares; 2022Q2: 148,953 shares; 2022Q3: 154,447 shares 154,447 $33M 4.62% +5,494 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 766,104 shares; 2022Q1: 701,657 shares; 2022Q2: 639,610 shares; 2022Q3: 640,294 shares 640,294 $27.9M 3.9% +684 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 223,733 shares; 2022Q1: 287,374 shares; 2022Q2: 359,564 shares; 2022Q3: 360,007 shares 360,007 $26.1M 3.65% +443 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 438,153 shares; 2022Q1: 546,534 shares; 2022Q2: 664,885 shares; 2022Q3: 672,019 shares 672,019 $25.9M 3.62% +7,134 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 181,263 shares; 2022Q1: 164,738 shares; 2022Q2: 158,143 shares; 2022Q3: 147,256 shares 147,256 $20.4M 2.85% -10,887 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 82,138 shares; 2022Q1: 77,052 shares; 2022Q2: 75,191 shares; 2022Q3: 70,232 shares 70,232 $16.4M 2.29% -4,959 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 239,478 shares; 2022Q2: 266,544 shares; 2022Q3: 252,475 shares 252,475 $12.9M 1.81% -14,069 Timeline QAI NYLIM ETF TR More: the full row for NYLIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 386,583 shares; 2022Q1: 451,496 shares; 2022Q2: 452,140 shares; 2022Q3: 457,577 shares 457,577 $12.7M 1.78% +5,437 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 122,412 shares; 2022Q1: 147,608 shares; 2022Q2: 144,874 shares; 2022Q3: 150,709 shares 150,709 $12.2M 1.71% +5,835 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 79,565 shares; 2022Q1: 78,006 shares; 2022Q2: 75,834 shares; 2022Q3: 70,275 shares 70,275 $11.5M 1.61% -5,559 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,338 shares; 2022Q1: 4,748 shares; 2022Q2: 4,568 shares; 2022Q3: 114,760 shares 114,760 $11M 1.54% +110,192 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 125,893 shares; 2022Q1: 133,335 shares; 2022Q2: 126,122 shares; 2022Q3: 138,072 shares 138,072 $10.3M 1.43% +11,950 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 154,399 shares; 2022Q1: 139,715 shares; 2022Q2: 135,616 shares; 2022Q3: 124,589 shares 124,589 $10.2M 1.43% -11,027 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 86,718 shares; 2022Q1: 86,209 shares; 2022Q2: 83,900 shares; 2022Q3: 78,337 shares 78,337 $10.2M 1.42% -5,563 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 177,900 shares; 2022Q1: 204,135 shares; 2022Q2: 256,904 shares; 2022Q3: 274,876 shares 274,876 $10M 1.4% +17,972 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,849 shares; 2022Q1: 47,073 shares; 2022Q2: 45,955 shares; 2022Q3: 41,922 shares 41,922 $9.45M 1.32% -4,033 Timeline ADX ADAMS DIVERSIFIED EQUITY FD More: the full row for ADAMS DIVERSIFIED EQUITY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 644,862 shares; 2022Q1: 634,220 shares; 2022Q2: 656,564 shares; 2022Q3: 633,587 shares 633,587 $9.23M 1.29% -22,977 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 95,459 shares; 2022Q1: 165,913 shares; 2022Q2: 188,487 shares; 2022Q3: 199,405 shares 199,405 $9.19M 1.29% +10,918 Timeline INCE FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 231,470 shares; 2022Q1: 227,804 shares; 2022Q2: 217,669 shares; 2022Q3: 213,659 shares 213,659 $8.88M 1.24% -4,010 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 111,836 shares; 2022Q1: 110,150 shares; 2022Q2: 108,873 shares; 2022Q3: 101,847 shares 101,847 $8.58M 1.2% -7,026 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 61,556 shares; 2022Q1: 57,609 shares; 2022Q2: 56,792 shares; 2022Q3: 52,831 shares 52,831 $8.53M 1.19% -3,961 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 74,035 shares; 2022Q1: 67,377 shares; 2022Q2: 65,297 shares; 2022Q3: 57,408 shares 57,408 $8.25M 1.15% -7,889 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57,828 shares; 2022Q1: 56,286 shares; 2022Q2: 54,737 shares; 2022Q3: 51,088 shares 51,088 $7.91M 1.11% -3,649 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,653 shares; 2022Q1: 18,692 shares; 2022Q2: 18,264 shares; 2022Q3: 16,965 shares 16,965 $7.53M 1.05% -1,299 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 51,428 shares; 2022Q1: 55,585 shares; 2022Q2: 56,136 shares; 2022Q3: 51,765 shares 51,765 $7.42M 1.04% -4,371 Timeline TY TRI CONTL CORP More: the full row for TRI CONTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 278,160 shares; 2022Q1: 279,374 shares; 2022Q2: 298,054 shares; 2022Q3: 289,522 shares 289,522 $7.4M 1.04% -8,532 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 213,522 shares; 2022Q1: 202,006 shares; 2022Q2: 197,244 shares; 2022Q3: 184,126 shares 184,126 $7.37M 1.03% -13,118 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 89,511 shares; 2022Q1: 39,515 shares; 2022Q2: 38,319 shares; 2022Q3: 39,562 shares 39,562 $7.1M 0.99% +1,243 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,059 shares; 2022Q1: 37,192 shares; 2022Q2: 33,659 shares; 2022Q3: 35,212 shares 35,212 $6.87M 0.96% +1,553 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 71,292 shares; 2022Q1: 67,856 shares; 2022Q2: 66,762 shares; 2022Q3: 61,981 shares 61,981 $6.48M 0.91% -4,781 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40,716 shares; 2022Q1: 37,524 shares; 2022Q2: 36,680 shares; 2022Q3: 33,251 shares 33,251 $6.25M 0.87% -3,429 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 73,459 shares; 2022Q1: 70,520 shares; 2022Q2: 66,655 shares; 2022Q3: 68,101 shares 68,101 $6.24M 0.87% +1,446 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 56,636 shares; 2022Q1: 52,339 shares; 2022Q2: 50,508 shares; 2022Q3: 46,340 shares 46,340 $6.22M 0.87% -4,168 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,607 shares; 2022Q1: 24,080 shares; 2022Q2: 23,751 shares; 2022Q3: 22,749 shares 22,749 $6.08M 0.85% -1,002 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 78,205 shares; 2022Q1: 81,733 shares; 2022Q2: 78,166 shares; 2022Q3: 74,380 shares 74,380 $6.01M 0.84% -3,786 Timeline EASTERLY GOVERNMENT PROPERT… EASTERLY GOVERNMENT PROPERTIES More: the full row for EASTERLY GOVERNMENT PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 323,763 shares; 2022Q1: 319,821 shares; 2022Q2: 316,444 shares; 2022Q3: 369,265 shares 369,265 $5.82M 0.81% +52,821 BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,247 shares; 2022Q1: 10,907 shares; 2022Q2: 10,758 shares; 2022Q3: 10,150 shares 10,150 $5.58M 0.78% -608 FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 225,000 shares; 2022Q1: 267,736 shares; 2022Q2: 260,890 shares; 2022Q3: 229,138 shares 229,138 $5.25M 0.73% -31,752 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,322 shares; 2022Q1: 20,523 shares; 2022Q2: 19,841 shares; 2022Q3: 18,918 shares 18,918 $5.22M 0.73% -923 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,846 shares; 2022Q1: 11,532 shares; 2022Q2: 11,438 shares; 2022Q3: 10,811 shares 10,811 $5.11M 0.71% -627 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,759 shares; 2022Q1: 19,491 shares; 2022Q2: 15,728 shares; 2022Q3: 14,194 shares 14,194 $5.09M 0.71% -1,534 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,789 shares; 2022Q1: 23,531 shares; 2022Q2: 22,581 shares; 2022Q3: 20,681 shares 20,681 $4.77M 0.67% -1,900 Timeline BKH BLACK HILLS CORP More: the full row for BLACK HILLS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 80,209 shares; 2022Q1: 78,832 shares; 2022Q2: 75,218 shares; 2022Q3: 69,545 shares 69,545 $4.71M 0.66% -5,673 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 98,903 shares; 2022Q1: 95,852 shares; 2022Q2: 91,685 shares; 2022Q3: 81,877 shares 81,877 $4.59M 0.64% -9,808 Timeline IDLV 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 180,026 shares; 2022Q1: 176,907 shares; 2022Q2: 172,501 shares; 2022Q3: 180,066 shares 180,066 $4.44M 0.62% +7,565 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,758 shares; 2022Q1: 12,827 shares; 2022Q2: 12,792 shares; 2022Q3: 12,374 shares 12,374 $4.42M 0.62% -418 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 95,240 shares; 2022Q1: 46,581 shares; 2022Q2: 43,766 shares; 2022Q3: 61,475 shares 61,475 $4.38M 0.61% +17,709 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 79,753 shares; 2022Q1: 130,428 shares; 2022Q2: 130,087 shares; 2022Q3: 87,272 shares 87,272 $4.36M 0.61% -42,815 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,708 shares; 2022Q1: 26,035 shares; 2022Q2: 25,081 shares; 2022Q3: 23,591 shares 23,591 $3.85M 0.54% -1,490 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,827 shares; 2022Q1: 24,146 shares; 2022Q2: 23,697 shares; 2022Q3: 21,670 shares 21,670 $3.85M 0.54% -2,027 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 71,265 shares; 2022Q1: 67,117 shares; 2022Q2: 66,363 shares; 2022Q3: 61,153 shares 61,153 $3.73M 0.52% -5,210 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,634 shares; 2022Q1: 26,144 shares; 2022Q2: 26,078 shares; 2022Q3: 24,398 shares 24,398 $3.62M 0.51% -1,680 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,530 shares; 2022Q1: 28,849 shares; 2022Q2: 27,748 shares; 2022Q3: 26,437 shares 26,437 $3.34M 0.47% -1,311 Timeline JRI NUVEEN REAL ASSET INCOME & G More: the full row for NUVEEN REAL ASSET INCOME & G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 286,073 shares; 2022Q1: 285,038 shares; 2022Q2: 296,079 shares; 2022Q3: 286,072 shares 286,072 $3.19M 0.45% -10,007 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,935 shares; 2022Q1: 11,836 shares; 2022Q2: 11,676 shares; 2022Q3: 10,854 shares 10,854 $3.18M 0.44% -822 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,328 shares; 2022Q1: 40,035 shares; 2022Q2: 39,003 shares; 2022Q3: 36,175 shares 36,175 $2.86M 0.4% -2,828 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,537 shares; 2022Q1: 32,363 shares; 2022Q2: 31,251 shares; 2022Q3: 35,472 shares 35,472 $2.82M 0.39% +4,221 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 23,017 shares; 2022Q1: 21,295 shares; 2022Q2: 19,694 shares; 2022Q3: 31,065 shares 31,065 $2.73M 0.38% +11,371 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,197 shares; 2022Q1: 33,156 shares; 2022Q2: 33,106 shares; 2022Q3: 30,684 shares 30,684 $2.68M 0.37% -2,422 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 308,199 shares; 2022Q1: 308,199 shares; 2022Q2: 308,199 shares; 2022Q3: 308,199 shares 308,199 $2.62M 0.37% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 16,376 shares; 2022Q3: 12,408 shares 12,408 $2.57M 0.36% -3,968 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,520 shares; 2022Q1: 19,243 shares; 2022Q2: 19,315 shares; 2022Q3: 18,665 shares 18,665 $2.53M 0.35% -650 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 66,715 shares; 2022Q1: 68,672 shares; 2022Q2: 67,853 shares; 2022Q3: 64,175 shares 64,175 $2.44M 0.34% -3,678 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,624 shares; 2022Q1: 2,500 shares; 2022Q2: 23,200 shares; 2022Q3: 23,200 shares 23,200 $2.38M 0.33% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,378 shares; 2022Q1: 26,192 shares; 2022Q2: 25,497 shares; 2022Q3: 24,541 shares 24,541 $2.38M 0.33% -956 Timeline HYMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 77,887 shares; 2022Q1: 60,208 shares; 2022Q2: 47,142 shares; 2022Q3: 46,975 shares 46,975 $2.25M 0.31% -167 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,567 shares; 2022Q1: 16,026 shares; 2022Q2: 16,194 shares; 2022Q3: 15,040 shares 15,040 $2.16M 0.3% -1,154 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 82,611 shares; 2022Q1: 83,680 shares; 2022Q2: 81,534 shares; 2022Q3: 81,277 shares 81,277 $2.1M 0.29% -257 Timeline PSTL POSTAL REALTY TRUST INC More: the full row for POSTAL REALTY TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 138,806 shares; 2022Q1: 140,841 shares; 2022Q2: 146,588 shares; 2022Q3: 142,123 shares 142,123 $2.08M 0.29% -4,465 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,062 shares; 2022Q1: 35,005 shares; 2022Q2: 31,662 shares; 2022Q3: 30,492 shares 30,492 $2.06M 0.29% -1,170 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,802 shares; 2022Q1: 58,539 shares; 2022Q2: 52,045 shares; 2022Q3: 40,330 shares 40,330 $2.03M 0.28% -11,715 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 74,885 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 43,494 shares 43,494 $1.99M 0.28% new Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,055 shares; 2022Q1: 4,055 shares; 2022Q2: 4,055 shares; 2022Q3: 26,591 shares 26,591 $1.95M 0.27% +22,536 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 973 shares; 2022Q1: 961 shares; 2022Q2: 17,717 shares; 2022Q3: 16,928 shares 16,928 $1.91M 0.27% -789 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 28,525 shares 28,525 $1.89M 0.26% new Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,667 shares; 2022Q1: 12,514 shares; 2022Q2: 11,530 shares; 2022Q3: 16,787 shares 16,787 $1.85M 0.26% +5,257 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 44,936 shares; 2022Q1: 44,936 shares; 2022Q2: 47,497 shares; 2022Q3: 45,985 shares 45,985 $1.85M 0.26% -1,512 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 916 shares; 2022Q1: 858 shares; 2022Q2: 851 shares; 2022Q3: 17,591 shares 17,591 $1.69M 0.24% +16,740 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,647 shares; 2022Q1: 35,573 shares; 2022Q2: 35,256 shares; 2022Q3: 34,314 shares 34,314 $1.5M 0.21% -942 Timeline TBLL 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,428 shares; 2022Q1: 26,592 shares; 2022Q2: 13,905 shares; 2022Q3: 13,896 shares 13,896 $1.47M 0.2% -9 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,577 shares; 2022Q1: 12,366 shares; 2022Q2: 12,346 shares; 2022Q3: 11,647 shares 11,647 $1.38M 0.19% -699 Timeline ILPT INDUSTRIAL LOGISTICS PPTYS T More: the full row for INDUSTRIAL LOGISTICS PPTYS T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,000 shares; 2022Q1: 20,000 shares; 2022Q2: 48,563 shares; 2022Q3: 248,563 shares 248,563 $1.37M 0.19% +200,000 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,010 shares; 2022Q1: 6,010 shares; 2022Q2: 6,010 shares; 2022Q3: 6,010 shares 6,010 $1.25M 0.18% 0 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,585 shares; 2022Q1: 17,218 shares; 2022Q2: 13,769 shares; 2022Q3: 12,141 shares 12,141 $1.25M 0.17% -1,628 Timeline PHYSICIANS REALTY TRUST PHYSICIANS REALTY TRUST More: the full row for PHYSICIANS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 68,811 shares; 2022Q1: 93,220 shares; 2022Q2: 72,851 shares; 2022Q3: 70,717 shares 70,717 $1.06M 0.15% -2,134 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,033 shares; 2022Q1: 12,584 shares; 2022Q2: 11,221 shares; 2022Q3: 10,196 shares 10,196 $1.04M 0.15% -1,025 Timeline JPIB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,569 shares 21,569 $959K 0.13% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,003 shares; 2022Q1: 6,528 shares; 2022Q2: 6,443 shares; 2022Q3: 5,648 shares 5,648 $943K 0.13% -795 Timeline DSL DOUBLELINE INCOME SOLUTIONS More: the full row for DOUBLELINE INCOME SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 66,091 shares; 2022Q1: 82,303 shares; 2022Q2: 88,107 shares; 2022Q3: 85,773 shares 85,773 $926K 0.13% -2,334 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,981 shares; 2022Q1: 1,973 shares; 2022Q2: 1,861 shares; 2022Q3: 1,767 shares 1,767 $896K 0.13% -94 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,931 shares; 2022Q1: 17,931 shares; 2022Q2: 17,931 shares; 2022Q3: 18,760 shares 18,760 $895K 0.13% +829 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,781 shares; 2022Q1: 12,713 shares; 2022Q2: 12,675 shares; 2022Q3: 12,250 shares 12,250 $871K 0.12% -425 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 88,985 shares; 2022Q1: 98,985 shares; 2022Q2: 128,985 shares; 2022Q3: 128,985 shares 128,985 $854K 0.12% 0 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,750 shares; 2022Q1: 28,513 shares; 2022Q2: 90,624 shares; 2022Q3: 20,520 shares 20,520 $821K 0.11% -70,104 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,773 shares; 2022Q1: 1,655 shares; 2022Q2: 1,583 shares; 2022Q3: 1,622 shares 1,622 $819K 0.11% +39 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,476 shares; 2022Q1: 10,375 shares; 2022Q2: 10,246 shares; 2022Q3: 9,482 shares 9,482 $816K 0.11% -764 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 35,544 shares 35,544 $808K 0.11% new Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 43,231 shares; 2022Q1: 43,254 shares; 2022Q2: 45,619 shares; 2022Q3: 44,297 shares 44,297 $807K 0.11% -1,322 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,933 shares; 2022Q1: 7,022 shares; 2022Q2: 6,225 shares; 2022Q3: 5,814 shares 5,814 $784K 0.11% -411 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,477 shares; 2022Q1: 34,306 shares; 2022Q2: 34,233 shares; 2022Q3: 7,898 shares 7,898 $745K 0.1% -26,335 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,657 shares; 2022Q1: 3,635 shares; 2022Q2: 3,565 shares; 2022Q3: 3,611 shares 3,611 $703K 0.1% +46 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,116 shares; 2022Q1: 9,664 shares; 2022Q2: 9,521 shares; 2022Q3: 7,858 shares 7,858 $685K 0.1% -1,663 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,000 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares 3,000 $669K 0.09% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 780 shares; 2022Q1: 780 shares; 2022Q2: 780 shares; 2022Q3: 2,463 shares 2,463 $654K 0.09% +1,683 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,552 shares; 2022Q1: 2,575 shares; 2022Q2: 2,303 shares; 2022Q3: 2,519 shares 2,519 $651K 0.09% +216 Timeline ETF MANAGERS TR ETF MANAGERS TR More: the full row for ETF MANAGERS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 64,834 shares; 2022Q1: 64,834 shares; 2022Q2: 68,834 shares; 2022Q3: 68,834 shares 68,834 $628K 0.09% 0 IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,795 shares; 2022Q1: 3,720 shares; 2022Q2: 3,557 shares; 2022Q3: 2,827 shares 2,827 $620K 0.09% -730 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,781 shares; 2022Q1: 3,751 shares; 2022Q2: 3,751 shares; 2022Q3: 3,751 shares 3,751 $618K 0.09% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 58,883 shares; 2022Q1: 57,454 shares; 2022Q2: 57,334 shares; 2022Q3: 40,151 shares 40,151 $615K 0.09% -17,183 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,619 shares; 2022Q1: 30,151 shares; 2022Q2: 24,759 shares; 2022Q3: 20,165 shares 20,165 $608K 0.09% -4,594 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,599 shares; 2022Q1: 4,387 shares; 2022Q2: 4,054 shares; 2022Q3: 3,767 shares 3,767 $604K 0.08% -287 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,068 shares; 2022Q1: 4,257 shares; 2022Q2: 3,943 shares; 2022Q3: 3,994 shares 3,994 $597K 0.08% +51 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4,523 shares 4,523 $575K 0.08% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,200 shares; 2022Q1: 4,200 shares; 2022Q2: 4,241 shares; 2022Q3: 4,220 shares 4,220 $571K 0.08% -21 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,214 shares; 2022Q1: 3,017 shares; 2022Q2: 2,785 shares; 2022Q3: 2,719 shares 2,719 $570K 0.08% -66 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39,201 shares; 2022Q1: 35,163 shares; 2022Q2: 34,436 shares; 2022Q3: 6,655 shares 6,655 $548K 0.08% -27,781 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,189 shares; 2022Q1: 5,973 shares; 2022Q2: 5,973 shares; 2022Q3: 5,972 shares 5,972 $537K 0.08% -1 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,188 shares; 2022Q1: 9,107 shares; 2022Q2: 9,500 shares; 2022Q3: 9,724 shares 9,724 $533K 0.07% +224 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,786 shares; 2022Q1: 20,049 shares; 2022Q2: 20,159 shares; 2022Q3: 17,882 shares 17,882 $524K 0.07% -2,277 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,581 shares; 2022Q1: 1,578 shares; 2022Q2: 1,562 shares; 2022Q3: 1,562 shares 1,562 $522K 0.07% 0 Timeline PFM INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,000 shares; 2022Q1: 16,000 shares; 2022Q2: 16,000 shares; 2022Q3: 16,000 shares 16,000 $517K 0.07% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,353 shares; 2022Q1: 1,756 shares; 2022Q2: 1,751 shares; 2022Q3: 1,581 shares 1,581 $486K 0.07% -170 Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 7,308 shares 7,308 $475K 0.07% new Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,512 shares; 2022Q1: 4,745 shares; 2022Q2: 4,745 shares; 2022Q3: 8,049 shares 8,049 $466K 0.07% +3,304 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 26,000 shares; 2022Q2: 11,000 shares; 2022Q3: 31,000 shares 31,000 $463K 0.06% +20,000 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,154 shares; 2022Q1: 4,975 shares; 2022Q2: 4,925 shares; 2022Q3: 4,814 shares 4,814 $460K 0.06% -111 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,997 shares; 2022Q1: 1,857 shares; 2022Q2: 1,844 shares; 2022Q3: 1,329 shares 1,329 $430K 0.06% -515 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,310 shares; 2022Q1: 5,298 shares; 2022Q2: 5,298 shares; 2022Q3: 5,484 shares 5,484 $430K 0.06% +186 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,838 shares; 2022Q1: 6,838 shares; 2022Q2: 6,838 shares; 2022Q3: 7,028 shares 7,028 $427K 0.06% +190 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 886 shares; 2022Q1: 1,000 shares; 2022Q2: 932 shares; 2022Q3: 863 shares 863 $419K 0.06% -69 Timeline TILT FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,045 shares; 2022Q1: 3,045 shares; 2022Q2: 3,031 shares; 2022Q3: 3,031 shares 3,031 $419K 0.06% 0 Timeline AGQ PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,213 shares; 2022Q1: 7,183 shares; 2022Q2: 15,683 shares; 2022Q3: 19,683 shares 19,683 $409K 0.06% +4,000 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,370 shares 2,370 $388K 0.05% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,869 shares; 2022Q1: 4,869 shares; 2022Q2: 4,869 shares; 2022Q3: 5,054 shares 5,054 $387K 0.05% +185 Timeline NXE NEXGEN ENERGY LTD More: the full row for NEXGEN ENERGY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 104,426 shares; 2022Q1: 104,426 shares; 2022Q2: 104,426 shares; 2022Q3: 104,426 shares 104,426 $383K 0.05% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,855 shares; 2022Q1: 1,855 shares; 2022Q2: 1,855 shares; 2022Q3: 1,855 shares 1,855 $383K 0.05% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,316 shares; 2022Q1: 8,396 shares; 2022Q2: 6,952 shares; 2022Q3: 6,808 shares 6,808 $381K 0.05% -144 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,953 shares; 2022Q1: 2,953 shares; 2022Q2: 2,953 shares; 2022Q3: 2,482 shares 2,482 $380K 0.05% -471 Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,673 shares 8,673 $378K 0.05% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,041 shares; 2022Q1: 5,057 shares; 2022Q2: 4,746 shares; 2022Q3: 4,606 shares 4,606 $377K 0.05% -140 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,390 shares; 2022Q1: 1,390 shares; 2022Q2: 1,390 shares; 2022Q3: 1,390 shares 1,390 $375K 0.05% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,867 shares; 2022Q1: 5,943 shares; 2022Q2: 5,943 shares; 2022Q3: 5,943 shares 5,943 $369K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,203 shares; 2022Q1: 1,203 shares; 2022Q2: 1,200 shares; 2022Q3: 1,280 shares 1,280 $364K 0.05% +80 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 963 shares; 2022Q1: 963 shares; 2022Q2: 963 shares; 2022Q3: 963 shares 963 $346K 0.05% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,849 shares; 2022Q1: 1,209 shares; 2022Q2: 1,029 shares; 2022Q3: 1,029 shares 1,029 $338K 0.05% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,364 shares; 2022Q1: 3,364 shares; 2022Q2: 3,332 shares; 2022Q3: 3,599 shares 3,599 $335K 0.05% +267 Timeline MAG SILVER CORP MAG SILVER CORP More: the full row for MAG SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,000 shares; 2022Q1: 20,000 shares; 2022Q2: 24,000 shares; 2022Q3: 26,000 shares 26,000 $324K 0.05% +2,000 IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,689 shares; 2022Q1: 1,976 shares; 2022Q2: 1,630 shares; 2022Q3: 1,612 shares 1,612 $318K 0.04% -18 Timeline DNN DENISON MINES CORP More: the full row for DENISON MINES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 162,000 shares; 2022Q1: 212,000 shares; 2022Q2: 267,000 shares; 2022Q3: 267,000 shares 267,000 $318K 0.04% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,200 shares; 2022Q1: 1,110 shares; 2022Q2: 1,112 shares; 2022Q3: 1,233 shares 1,233 $317K 0.04% +121 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,996 shares; 2022Q1: 5,968 shares; 2022Q2: 5,968 shares; 2022Q3: 5,968 shares 5,968 $317K 0.04% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,829 shares; 2022Q1: 2,829 shares; 2022Q2: 2,809 shares; 2022Q3: 2,809 shares 2,809 $316K 0.04% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,587 shares; 2022Q1: 3,587 shares; 2022Q2: 3,587 shares; 2022Q3: 3,587 shares 3,587 $311K 0.04% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,843 shares; 2022Q1: 3,843 shares; 2022Q2: 3,843 shares; 2022Q3: 3,843 shares 3,843 $309K 0.04% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,883 shares; 2022Q1: 2,448 shares; 2022Q2: 2,448 shares; 2022Q3: 3,173 shares 3,173 $305K 0.04% +725 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,055 shares; 2022Q1: 1,055 shares; 2022Q2: 1,055 shares; 2022Q3: 1,240 shares 1,240 $301K 0.04% +185 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,746 shares; 2022Q1: 5,748 shares; 2022Q2: 4,740 shares; 2022Q3: 4,740 shares 4,740 $299K 0.04% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,088 shares; 2022Q1: 1,767 shares; 2022Q2: 1,980 shares; 2022Q3: 1,747 shares 1,747 $297K 0.04% -233 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,731 shares; 2022Q1: 4,460 shares; 2022Q2: 4,200 shares; 2022Q3: 4,200 shares 4,200 $295K 0.04% 0 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,082 shares; 2022Q1: 1,062 shares; 2022Q2: 1,002 shares; 2022Q3: 616 shares 616 $290K 0.04% -386 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,265 shares; 2022Q1: 3,427 shares; 2022Q2: 3,495 shares; 2022Q3: 3,470 shares 3,470 $288K 0.04% -25 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,686 shares; 2022Q1: 11,611 shares; 2022Q2: 9,022 shares; 2022Q3: 9,022 shares 9,022 $286K 0.04% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,513 shares; 2022Q1: 2,505 shares; 2022Q2: 2,498 shares; 2022Q3: 2,600 shares 2,600 $278K 0.04% +102 Timeline BUNGE LTD BUNGE LTD More: the full row for BUNGE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,345 shares; 2022Q1: 3,345 shares; 2022Q2: 3,345 shares; 2022Q3: 3,345 shares 3,345 $276K 0.04% 0 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,015 shares; 2022Q1: 2,425 shares; 2022Q2: 2,378 shares; 2022Q3: 1,976 shares 1,976 $275K 0.04% -402 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,005 shares; 2022Q1: 1,009 shares; 2022Q2: 1,147 shares; 2022Q3: 964 shares 964 $265K 0.04% -183 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,261 shares; 2022Q1: 2,216 shares; 2022Q2: 2,189 shares; 2022Q3: 2,168 shares 2,168 $263K 0.04% -21 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,026 shares; 2022Q1: 5,017 shares; 2022Q2: 4,060 shares; 2022Q3: 2,902 shares 2,902 $262K 0.04% -1,158 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,520 shares; 2022Q1: 3,520 shares; 2022Q2: 3,520 shares; 2022Q3: 2,912 shares 2,912 $261K 0.04% -608 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,908 shares; 2022Q1: 3,438 shares; 2022Q2: 3,459 shares; 2022Q3: 3,166 shares 3,166 $254K 0.04% -293 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,205 shares; 2022Q1: 1,205 shares; 2022Q2: 1,204 shares; 2022Q3: 931 shares 931 $251K 0.04% -273 BXMX NUVEEN S&P 500 BUY-WRITE INCOM More: the full row for NUVEEN S&P 500 BUY-WRITE INCOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 639,466 shares; 2022Q1: 58,370 shares; 2022Q2: 23,236 shares; 2022Q3: 21,024 shares 21,024 $250K 0.03% -2,212 Timeline JNUG DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,400 shares 9,400 $248K 0.03% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,877 shares; 2022Q1: 1,741 shares; 2022Q2: 1,597 shares; 2022Q3: 1,503 shares 1,503 $247K 0.03% -94 Timeline OZK BANK OZK LITTLE ROCK ARK More: the full row for BANK OZK LITTLE ROCK ARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,507 shares; 2022Q1: 6,359 shares; 2022Q2: 6,670 shares; 2022Q3: 6,080 shares 6,080 $241K 0.03% -590 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,939 shares; 2022Q1: 1,657 shares; 2022Q2: 1,698 shares; 2022Q3: 1,474 shares 1,474 $240K 0.03% -224 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 54,000 shares; 2022Q1: 54,000 shares; 2022Q2: 68,000 shares; 2022Q3: 68,071 shares 68,071 $238K 0.03% +71 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,652 shares; 2022Q1: 3,607 shares; 2022Q2: 3,607 shares; 2022Q3: 3,607 shares 3,607 $238K 0.03% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 695 shares; 2022Q2: 695 shares; 2022Q3: 695 shares 695 $236K 0.03% 0 Timeline AG FIRST MAJESTIC SILVER CORP More: the full row for FIRST MAJESTIC SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,000 shares; 2022Q1: 19,000 shares; 2022Q2: 31,000 shares; 2022Q3: 31,000 shares 31,000 $236K 0.03% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 651 shares; 2022Q1: 711 shares; 2022Q2: 673 shares; 2022Q3: 1,422 shares 1,422 $233K 0.03% +749 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,936 shares; 2022Q1: 1,936 shares; 2022Q2: 1,936 shares; 2022Q3: 1,952 shares 1,952 $232K 0.03% +16 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,343 shares; 2022Q1: 6,520 shares; 2022Q2: 5,326 shares; 2022Q3: 5,259 shares 5,259 $226K 0.03% -67 Timeline PID INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,600 shares; 2022Q1: 14,600 shares; 2022Q2: 14,600 shares; 2022Q3: 14,600 shares 14,600 $223K 0.03% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,915 shares; 2022Q1: 1,896 shares; 2022Q2: 1,809 shares; 2022Q3: 1,960 shares 1,960 $221K 0.03% +151 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 1,501 shares; 2022Q2: 2,267 shares; 2022Q3: 2,038 shares 2,038 $220K 0.03% -229 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 781 shares; 2022Q3: 786 shares 786 $218K 0.03% +5 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,308 shares; 2022Q1: 5,708 shares; 2022Q2: 6,003 shares; 2022Q3: 5,855 shares 5,855 $213K 0.03% -148 Timeline ZIM ZIM INTEGRATED SHIPPING SERV More: the full row for ZIM INTEGRATED SHIPPING SERV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,052 shares 9,052 $213K 0.03% new Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 2,050 shares; 2022Q2: not reported; 2022Q3: 2,050 shares 2,050 $213K 0.03% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,552 shares; 2022Q1: 5,477 shares; 2022Q2: 5,477 shares; 2022Q3: 5,227 shares 5,227 $211K 0.03% -250 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,539 shares; 2022Q1: 1,345 shares; 2022Q2: 1,007 shares; 2022Q3: 847 shares 847 $203K 0.03% -160 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,280 shares; 2022Q1: 1,280 shares; 2022Q2: 1,043 shares; 2022Q3: 951 shares 951 $200K 0.03% -92 Timeline XRNPX COHEN & STEERS REIT & PFD & More: the full row for COHEN & STEERS REIT & PFD & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,918 shares; 2022Q1: 11,871 shares; 2022Q2: 10,530 shares; 2022Q3: 10,149 shares 10,149 $197K 0.03% -381 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,205 shares; 2022Q1: 15,551 shares; 2022Q2: 17,551 shares; 2022Q3: 17,551 shares 17,551 $194K 0.03% 0 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,550 shares; 2022Q1: 16,050 shares; 2022Q2: 15,450 shares; 2022Q3: 15,265 shares 15,265 $158K 0.02% -185 Timeline SILVERCREST METALS INC SILVERCREST METALS INC More: the full row for SILVERCREST METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,000 shares; 2022Q1: 14,000 shares; 2022Q2: 20,000 shares; 2022Q3: 28,000 shares 28,000 $155K 0.02% +8,000 EXK ENDEAVOUR SILVER CORP More: the full row for ENDEAVOUR SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,000 shares; 2022Q1: 41,000 shares; 2022Q2: 49,000 shares; 2022Q3: 49,000 shares 49,000 $148K 0.02% 0 Timeline NAT NORDIC AMERICAN TANKERS LIMI More: the full row for NORDIC AMERICAN TANKERS LIMI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,500 shares; 2022Q1: 50,500 shares; 2022Q2: 50,500 shares; 2022Q3: 50,500 shares 50,500 $135K 0.02% 0 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,021 shares 10,021 $115K 0.02% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,695 shares; 2022Q1: 19,301 shares; 2022Q2: 15,082 shares; 2022Q3: 19,004 shares 19,004 $95K 0.01% +3,922 Timeline NUVEEN NUVEEN More: the full row for NUVEEN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,525 shares; 2022Q1: 14,525 shares; 2022Q2: 14,525 shares; 2022Q3: 14,525 shares 14,525 $95K 0.01% 0 YAMANA GOLD INC YAMANA GOLD INC More: the full row for YAMANA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,020 shares; 2022Q1: 20,000 shares; 2022Q2: 20,000 shares; 2022Q3: 20,000 shares 20,000 $91K 0.01% 0 SRTA STRATA CRITICAL MEDICAL INC More: the full row for STRATA CRITICAL MEDICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 22,300 shares; 2022Q1: 22,300 shares; 2022Q2: 22,300 shares; 2022Q3: 22,300 shares 22,300 $90K 0.01% 0 Timeline UROY URANIUM RTY CORP More: the full row for URANIUM RTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 24,000 shares; 2022Q1: 36,000 shares; 2022Q2: 36,000 shares; 2022Q3: 36,000 shares 36,000 $81K 0.01% 0 Timeline UUUU ENERGY FUELS INC More: the full row for ENERGY FUELS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 13,000 shares; 2022Q3: 13,000 shares 13,000 $80K 0.01% 0 Timeline FORTUNA MNG CORP F FORTUNA MNG CORP F More: the full row for FORTUNA MNG CORP F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,000 shares; 2022Q1: 29,000 shares; 2022Q2: 29,000 shares; 2022Q3: 29,000 shares 29,000 $73K 0.01% 0 SVM SILVERCORP METALS INC More: the full row for SILVERCORP METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,410 shares; 2022Q1: 10,410 shares; 2022Q2: 30,410 shares; 2022Q3: 30,410 shares 30,410 $71K 0.01% 0 Timeline NG NOVAGOLD RESOURCES INC More: the full row for NOVAGOLD RESOURCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,000 shares; 2022Q1: 15,000 shares; 2022Q2: 15,000 shares; 2022Q3: 15,000 shares 15,000 $70K 0.01% 0 Timeline PMM FRANKLIN MANAGED MUN INCOME More: the full row for FRANKLIN MANAGED MUN INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,200 shares; 2022Q1: 11,200 shares; 2022Q2: 11,200 shares; 2022Q3: 11,200 shares 11,200 $63K 0.01% 0 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 14,517 shares; 2022Q2: 15,176 shares; 2022Q3: 11,883 shares 11,883 $61K 0.01% -3,293 Timeline ABEV AMBEV SA More: the full row for AMBEV SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,782 shares; 2022Q1: 23,142 shares; 2022Q2: 10,807 shares; 2022Q3: 17,872 shares 17,872 $51K 0.01% +7,065 Timeline MTA METALLA RTY & STREAMING LTD More: the full row for METALLA RTY & STREAMING LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 12,000 shares; 2022Q3: 12,000 shares 12,000 $47K 0.01% 0 Timeline PPT FRANKLIN PREMIER INCOME TR More: the full row for FRANKLIN PREMIER INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,170 shares; 2022Q1: 12,170 shares; 2022Q2: 12,170 shares; 2022Q3: 12,170 shares 12,170 $44K 0.01% 0 Timeline BBD BANCO BRADESCO S A More: the full row for BANCO BRADESCO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,642 shares; 2022Q1: 14,479 shares; 2022Q2: 14,270 shares; 2022Q3: 11,720 shares 11,720 $43K 0.01% -2,550 Timeline AMERICAS GOLD AND SILVER COR AMERICAS GOLD AND SILVER COR More: the full row for AMERICAS GOLD AND SILVER COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,000 shares; 2022Q1: 20,000 shares; 2022Q2: 20,000 shares; 2022Q3: 20,000 shares 20,000 $8K <0.01% 0