AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 654,798 shares; 2021Q2: 596,798 shares; 2021Q3: 602,870 shares; 2021Q4: 616,962 shares; 2022Q1: 404,171 shares 404,171 $43.2M 6.35% -212,791 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 483,036 shares; 2021Q2: 490,832 shares; 2021Q3: 496,668 shares; 2021Q4: 495,791 shares; 2022Q1: 594,822 shares 594,822 $41.3M 6.07% +99,031 Timeline KRANESHARES TR KRANESHARES TR More: the full row for KRANESHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,559,383 shares; 2021Q2: 1,865,530 shares; 2021Q3: 1,330,802 shares; 2021Q4: 1,146,192 shares; 2022Q1: 1,228,203 shares 1,228,203 $41.1M 6.03% +82,011 STARBOARD INVT TR STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,827,789 shares; 2022Q1: 3,550,529 shares 3,550,529 $33.5M 4.92% -1,277,260 PTBD PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,970,053 shares; 2021Q2: 2,571,540 shares; 2021Q3: 2,714,557 shares; 2021Q4: 2,229,556 shares; 2022Q1: 1,354,287 shares 1,354,287 $32.9M 4.83% -875,269 Timeline KRANESHARES TR KRANESHARES TR More: the full row for KRANESHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,167,411 shares; 2021Q2: 1,290,977 shares; 2021Q3: 1,068,406 shares; 2021Q4: 1,053,198 shares; 2022Q1: 1,072,803 shares 1,072,803 $30.4M 4.46% +19,605 AGOX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 1,582,253 shares; 2021Q3: 1,519,920 shares; 2021Q4: 1,218,036 shares; 2022Q1: 984,087 shares 984,087 $23.5M 3.45% -233,949 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 378,973 shares 378,973 $19.6M 2.87% new Timeline AMAX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,532,214 shares; 2022Q1: 2,043,230 shares 2,043,230 $18.8M 2.76% +511,016 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 51,183 shares; 2021Q2: 52,356 shares; 2021Q3: 53,078 shares; 2021Q4: 65,488 shares; 2022Q1: 71,466 shares 71,466 $17.7M 2.6% +5,978 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 85,686 shares; 2021Q2: 86,924 shares; 2021Q3: 94,478 shares; 2021Q4: 97,388 shares; 2022Q1: 97,843 shares 97,843 $17.2M 2.53% +455 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 203,676 shares; 2021Q2: 184,520 shares; 2021Q3: 186,037 shares; 2021Q4: 223,725 shares; 2022Q1: 293,492 shares 293,492 $16.3M 2.4% +69,767 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 77,199 shares; 2021Q2: 85,862 shares; 2021Q3: 91,848 shares; 2021Q4: 94,114 shares; 2022Q1: 97,081 shares 97,081 $15.7M 2.3% +2,967 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 127,035 shares; 2021Q4: 149,785 shares; 2022Q1: 206,289 shares 206,289 $15.7M 2.3% +56,504 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 111,961 shares; 2021Q2: 86,099 shares; 2021Q3: 81,920 shares; 2021Q4: 81,852 shares; 2022Q1: 87,641 shares 87,641 $14.8M 2.17% +5,789 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 78,931 shares; 2021Q2: 94,121 shares; 2021Q3: 92,474 shares; 2021Q4: 94,566 shares; 2022Q1: 90,613 shares 90,613 $13.4M 1.97% -3,953 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 100,568 shares; 2021Q2: 85,437 shares; 2021Q3: 83,447 shares; 2021Q4: 85,141 shares; 2022Q1: 80,764 shares 80,764 $12.6M 1.84% -4,377 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 136,018 shares; 2021Q2: 130,627 shares; 2021Q3: 133,834 shares; 2021Q4: 132,459 shares; 2022Q1: 157,102 shares 157,102 $12M 1.76% +24,643 Timeline RHTX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 272,897 shares; 2022Q1: 779,853 shares 779,853 $11.5M 1.69% +506,956 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 242,444 shares 242,444 $10.6M 1.56% new Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 148,026 shares; 2021Q2: 164,547 shares; 2021Q3: 175,829 shares; 2021Q4: 200,149 shares; 2022Q1: 181,736 shares 181,736 $9.7M 1.42% -18,413 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 97,711 shares; 2021Q4: 152,459 shares; 2022Q1: 133,919 shares 133,919 $9.56M 1.4% -18,540 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 101,998 shares; 2021Q2: 98,498 shares; 2021Q3: 91,780 shares; 2021Q4: 76,424 shares; 2022Q1: 148,913 shares 148,913 $9.47M 1.39% +72,489 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 52,651 shares; 2021Q2: 116,104 shares; 2021Q3: 119,950 shares; 2021Q4: 126,325 shares; 2022Q1: 183,785 shares 183,785 $9.1M 1.34% +57,460 Timeline STARBOARD INVT TR STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 632,178 shares; 2022Q1: 507,175 shares 507,175 $7.35M 1.08% -125,003 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,656 shares; 2021Q2: 8,441 shares; 2021Q3: 25,011 shares; 2021Q4: 28,932 shares; 2022Q1: 66,228 shares 66,228 $7M 1.03% +37,296 Timeline PFL PIMCO INCOME STRATEGY FD More: the full row for PIMCO INCOME STRATEGY FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 575,818 shares; 2021Q2: 579,760 shares; 2021Q3: 587,376 shares; 2021Q4: 624,665 shares; 2022Q1: 599,180 shares 599,180 $6.11M 0.9% -25,485 Timeline LQDH ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 63,467 shares 63,467 $5.92M 0.87% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,699 shares; 2021Q2: 13,388 shares; 2021Q3: 13,109 shares; 2021Q4: 12,623 shares; 2022Q1: 36,555 shares 36,555 $5.81M 0.85% +23,932 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 66,794 shares; 2021Q2: 68,542 shares; 2021Q3: 71,699 shares; 2021Q4: 73,797 shares; 2022Q1: 69,446 shares 69,446 $5.39M 0.79% -4,351 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 112,221 shares; 2021Q2: 102,468 shares; 2021Q3: 102,238 shares; 2021Q4: 100,257 shares; 2022Q1: 106,301 shares 106,301 $5.15M 0.76% +6,044 Timeline DIAL COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 160,353 shares; 2021Q2: 166,849 shares; 2021Q3: 170,520 shares; 2021Q4: 175,037 shares; 2022Q1: 217,315 shares 217,315 $4.23M 0.62% +42,278 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 100,895 shares; 2021Q2: 299,492 shares; 2021Q3: 278,095 shares; 2021Q4: 258,200 shares; 2022Q1: 173,073 shares 173,073 $3.95M 0.58% -85,127 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,439 shares; 2021Q2: 22,712 shares; 2021Q3: 23,428 shares; 2021Q4: 23,907 shares; 2022Q1: 21,918 shares 21,918 $3.81M 0.56% -1,989 Timeline FNGO BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 122,700 shares; 2021Q2: 115,250 shares; 2021Q3: 111,875 shares; 2021Q4: 107,300 shares; 2022Q1: 102,750 shares 102,750 $3.68M 0.54% -4,550 Timeline DJAN 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 111,673 shares 111,673 $3.64M 0.53% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,084 shares; 2021Q2: 1,047 shares; 2021Q3: 1,056 shares; 2021Q4: 1,035 shares; 2022Q1: 977 shares 977 $3.19M 0.47% -58 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 19,043 shares; 2021Q2: 19,234 shares; 2021Q3: 19,244 shares; 2021Q4: 19,751 shares; 2022Q1: 20,904 shares 20,904 $3.11M 0.46% +1,153 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,197 shares; 2021Q2: 14,271 shares; 2021Q3: 14,968 shares; 2021Q4: 14,292 shares; 2022Q1: 16,631 shares 16,631 $3.09M 0.45% +2,339 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 36,284 shares; 2021Q2: 35,757 shares; 2021Q3: 36,544 shares; 2021Q4: 37,638 shares; 2022Q1: 35,785 shares 35,785 $2.79M 0.41% -1,853 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 42,601 shares; 2021Q2: 42,472 shares; 2021Q3: 43,216 shares; 2021Q4: 43,946 shares; 2022Q1: 34,823 shares 34,823 $2.64M 0.39% -9,123 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,483 shares; 2021Q2: 14,192 shares; 2021Q3: 14,112 shares; 2021Q4: 14,269 shares; 2022Q1: 19,178 shares 19,178 $2.62M 0.38% +4,909 Timeline CHIMERA INVESTMENT CORP CHIMERA INVESTMENT CORP More: the full row for CHIMERA INVESTMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 234,106 shares; 2021Q2: 225,671 shares; 2021Q3: 219,571 shares; 2021Q4: 208,289 shares; 2022Q1: 204,517 shares 204,517 $2.46M 0.36% -3,772 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 31,766 shares; 2021Q2: 33,788 shares; 2021Q3: 33,861 shares; 2021Q4: 33,266 shares; 2022Q1: 28,982 shares 28,982 $2.22M 0.33% -4,284 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 47,517 shares; 2021Q2: 46,446 shares; 2021Q3: 46,915 shares; 2021Q4: 47,250 shares; 2022Q1: 57,567 shares 57,567 $2.2M 0.32% +10,317 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,150 shares; 2021Q2: 7,033 shares; 2021Q3: 6,333 shares; 2021Q4: 6,605 shares; 2022Q1: 6,846 shares 6,846 $2.11M 0.31% +241 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,667 shares; 2021Q2: 4,759 shares; 2021Q3: 4,363 shares; 2021Q4: 4,711 shares; 2022Q1: 4,628 shares 4,628 $2.1M 0.31% -83 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 68,875 shares; 2021Q2: 64,225 shares; 2021Q3: 67,240 shares; 2021Q4: 75,540 shares; 2022Q1: 97,600 shares 97,600 $2.06M 0.3% +22,060 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 29,839 shares; 2021Q2: 28,863 shares; 2021Q3: 31,818 shares; 2021Q4: 32,074 shares; 2022Q1: 22,880 shares 22,880 $1.94M 0.29% -9,194 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 22,024 shares; 2021Q2: 21,614 shares; 2021Q3: 21,554 shares; 2021Q4: 22,225 shares; 2022Q1: 26,062 shares 26,062 $1.79M 0.26% +3,837 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 53,394 shares; 2021Q2: 64,212 shares; 2021Q3: 64,267 shares; 2021Q4: 65,986 shares; 2022Q1: 21,361 shares 21,361 $1.77M 0.26% -44,625 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 51,768 shares; 2021Q2: 49,785 shares; 2021Q3: 47,655 shares; 2021Q4: 37,489 shares; 2022Q1: 26,166 shares 26,166 $1.74M 0.26% -11,323 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 21,504 shares; 2021Q2: 31,086 shares; 2021Q3: 32,134 shares; 2021Q4: 29,652 shares; 2022Q1: 10,428 shares 10,428 $1.69M 0.25% -19,224 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 56,369 shares; 2021Q2: 56,073 shares; 2021Q3: 55,723 shares; 2021Q4: 48,495 shares; 2022Q1: 22,133 shares 22,133 $1.69M 0.25% -26,362 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,656 shares; 2021Q2: 3,430 shares; 2021Q3: 2,967 shares; 2021Q4: 2,867 shares; 2022Q1: 2,882 shares 2,882 $1.66M 0.24% +15 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 27,081 shares; 2021Q2: 32,288 shares; 2021Q3: 32,258 shares; 2021Q4: 31,950 shares; 2022Q1: 10,809 shares 10,809 $1.61M 0.24% -21,141 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,341 shares; 2021Q2: 1,390 shares; 2021Q3: 1,341 shares; 2021Q4: 1,217 shares; 2022Q1: 1,473 shares 1,473 $1.59M 0.23% +256 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,918 shares; 2021Q2: 16,653 shares; 2021Q3: not reported; 2021Q4: 16,944 shares; 2022Q1: 14,880 shares 14,880 $1.54M 0.23% -2,064 Timeline XJQCX NUVEEN CR STRATEGIES INCOME More: the full row for NUVEEN CR STRATEGIES INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 111,141 shares; 2021Q2: 112,479 shares; 2021Q3: 131,864 shares; 2021Q4: 254,907 shares; 2022Q1: 237,413 shares 237,413 $1.47M 0.22% -17,494 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 21,048 shares; 2021Q2: 24,243 shares; 2021Q3: 24,781 shares; 2021Q4: 25,128 shares; 2022Q1: 8,845 shares 8,845 $1.43M 0.21% -16,283 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 36,440 shares; 2021Q2: 47,683 shares; 2021Q3: 48,873 shares; 2021Q4: 49,711 shares; 2022Q1: 15,543 shares 15,543 $1.41M 0.21% -34,168 Timeline GSLC 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,189 shares; 2021Q2: 14,912 shares; 2021Q3: 14,355 shares; 2021Q4: 14,667 shares; 2022Q1: 15,415 shares 15,415 $1.37M 0.2% +748 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,560 shares; 2021Q2: 9,050 shares; 2021Q3: 8,100 shares; 2021Q4: 7,520 shares; 2022Q1: 9,938 shares 9,938 $1.36M 0.2% +2,418 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,762 shares; 2021Q2: 3,863 shares; 2021Q3: 4,291 shares; 2021Q4: 4,993 shares; 2022Q1: 4,692 shares 4,692 $1.35M 0.2% -301 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,731 shares; 2021Q2: 7,802 shares; 2021Q3: 7,377 shares; 2021Q4: 7,386 shares; 2022Q1: 3,270 shares 3,270 $1.35M 0.2% -4,116 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,813 shares; 2021Q2: 11,638 shares; 2021Q3: 11,580 shares; 2021Q4: 11,688 shares; 2022Q1: 12,884 shares 12,884 $1.33M 0.19% +1,196 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,577 shares; 2021Q2: 18,588 shares; 2021Q3: 12,962 shares; 2021Q4: 12,692 shares; 2022Q1: 5,853 shares 5,853 $1.31M 0.19% -6,839 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,330 shares; 2021Q2: 8,761 shares; 2021Q3: 8,993 shares; 2021Q4: 9,910 shares; 2022Q1: 3,713 shares 3,713 $1.22M 0.18% -6,197 GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,494 shares; 2021Q2: 5,709 shares; 2021Q3: 5,814 shares; 2021Q4: 5,768 shares; 2022Q1: 2,184 shares 2,184 $1.21M 0.18% -3,584 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,556 shares; 2021Q2: 7,010 shares; 2021Q3: 7,015 shares; 2021Q4: 7,523 shares; 2022Q1: 2,811 shares 2,811 $1.2M 0.18% -4,712 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,730 shares; 2021Q2: 10,730 shares; 2021Q3: 10,330 shares; 2021Q4: 9,630 shares; 2022Q1: 20,160 shares 20,160 $1.17M 0.17% +10,530 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,609 shares; 2021Q2: 21,943 shares; 2021Q3: 22,790 shares; 2021Q4: 23,047 shares; 2022Q1: 9,740 shares 9,740 $1.17M 0.17% -13,307 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,784 shares; 2021Q2: 13,243 shares; 2021Q3: 15,395 shares; 2021Q4: 14,281 shares; 2022Q1: 5,771 shares 5,771 $1.17M 0.17% -8,510 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,729 shares; 2021Q2: 20,128 shares; 2021Q3: 19,905 shares; 2021Q4: 19,697 shares; 2022Q1: 7,369 shares 7,369 $1.16M 0.17% -12,328 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,500 shares; 2021Q2: 4,398 shares; 2021Q3: 2,643 shares; 2021Q4: 2,586 shares; 2022Q1: 2,522 shares 2,522 $1.14M 0.17% -64 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,965 shares; 2021Q2: 15,340 shares; 2021Q3: 11,942 shares; 2021Q4: 7,563 shares; 2022Q1: 8,010 shares 8,010 $1.1M 0.16% +447 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 19,750 shares; 2021Q2: 29,693 shares; 2021Q3: 31,050 shares; 2021Q4: 33,650 shares; 2022Q1: 37,850 shares 37,850 $1.09M 0.16% +4,200 Timeline BANK OF MONTREAL BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 59,940 shares; 2021Q2: 60,940 shares; 2021Q3: 59,440 shares; 2021Q4: 56,265 shares; 2022Q1: 46,290 shares 46,290 $1.05M 0.15% -9,975 AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 31,244 shares; 2021Q2: 41,266 shares; 2021Q3: 41,967 shares; 2021Q4: 38,632 shares; 2022Q1: 16,002 shares 16,002 $1.04M 0.15% -22,630 Timeline PWS PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 709,032 shares; 2021Q2: 693,746 shares; 2021Q3: 719,435 shares; 2021Q4: 514,200 shares; 2022Q1: 33,651 shares 33,651 $1.04M 0.15% -480,549 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,305 shares; 2021Q2: 14,187 shares; 2021Q3: 14,089 shares; 2021Q4: 14,096 shares; 2022Q1: 14,295 shares 14,295 $1.03M 0.15% +199 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,909 shares 18,909 $1.02M 0.15% new Timeline RHRX STARBOARD INVT TR More: the full row for STARBOARD INVT TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 390,774 shares; 2022Q1: 74,691 shares 74,691 $1M 0.15% -316,083 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,812 shares; 2021Q2: 13,023 shares; 2021Q3: 13,795 shares; 2021Q4: 13,279 shares; 2022Q1: 4,421 shares 4,421 $995K 0.15% -8,858 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,920 shares; 2021Q2: 9,456 shares; 2021Q3: 9,236 shares; 2021Q4: 9,598 shares; 2022Q1: 4,152 shares 4,152 $995K 0.15% -5,446 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 12,689 shares; 2021Q3: 49,089 shares; 2021Q4: 49,290 shares; 2022Q1: 57,164 shares 57,164 $961K 0.14% +7,874 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,355 shares; 2021Q4: 9,573 shares; 2022Q1: 8,865 shares 8,865 $959K 0.14% -708 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,145 shares; 2021Q2: 2,308 shares; 2021Q3: 2,173 shares; 2021Q4: 2,422 shares; 2022Q1: 8,367 shares 8,367 $941K 0.14% +5,945 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,643 shares; 2021Q2: 2,643 shares; 2021Q3: 2,654 shares; 2021Q4: 2,697 shares; 2022Q1: 2,610 shares 2,610 $932K 0.14% -87 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,405 shares; 2021Q2: 3,274 shares; 2021Q3: 2,843 shares; 2021Q4: 2,833 shares; 2022Q1: 3,216 shares 3,216 $925K 0.14% +383 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 26,427 shares; 2021Q2: 36,093 shares; 2021Q3: 34,261 shares; 2021Q4: 34,282 shares; 2022Q1: 11,167 shares 11,167 $912K 0.13% -23,115 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 24,160 shares; 2021Q2: 31,169 shares; 2021Q3: 31,464 shares; 2021Q4: 29,420 shares; 2022Q1: 9,119 shares 9,119 $898K 0.13% -20,301 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 11,321 shares; 2021Q2: 5,900 shares; 2021Q3: 5,913 shares; 2021Q4: 5,574 shares; 2022Q1: 5,995 shares 5,995 $894K 0.13% +421 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,864 shares; 2021Q2: 1,873 shares; 2021Q3: 1,866 shares; 2021Q4: 1,788 shares; 2022Q1: 1,713 shares 1,713 $878K 0.13% -75 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,698 shares; 2021Q2: 21,949 shares; 2021Q3: 24,983 shares; 2021Q4: 25,552 shares; 2022Q1: 6,613 shares 6,613 $861K 0.13% -18,939 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,691 shares; 2021Q2: 13,745 shares; 2021Q3: 13,154 shares; 2021Q4: 13,262 shares; 2022Q1: 3,977 shares 3,977 $837K 0.12% -9,285 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,273 shares; 2021Q2: 16,053 shares; 2021Q3: 15,491 shares; 2021Q4: 15,812 shares; 2022Q1: 5,419 shares 5,419 $828K 0.12% -10,393 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 33,891 shares; 2021Q2: 44,724 shares; 2021Q3: 43,945 shares; 2021Q4: 43,903 shares; 2022Q1: 14,509 shares 14,509 $793K 0.12% -29,394 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,779 shares; 2021Q2: 4,779 shares; 2021Q3: 3,981 shares; 2021Q4: 3,982 shares; 2022Q1: 3,980 shares 3,980 $774K 0.11% -2 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 154,427 shares; 2021Q2: 209,632 shares; 2021Q3: 218,048 shares; 2021Q4: 223,249 shares; 2022Q1: 67,882 shares 67,882 $772K 0.11% -155,367 PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,906 shares; 2021Q2: 17,940 shares; 2021Q3: 16,295 shares; 2021Q4: 17,153 shares; 2022Q1: 5,790 shares 5,790 $769K 0.11% -11,363 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,065 shares; 2021Q2: 11,164 shares; 2021Q3: 11,602 shares; 2021Q4: 11,985 shares; 2022Q1: 3,654 shares 3,654 $768K 0.11% -8,331 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 16,563 shares; 2021Q2: 21,465 shares; 2021Q3: 23,294 shares; 2021Q4: 25,125 shares; 2022Q1: 7,352 shares 7,352 $768K 0.11% -17,773 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 70,733 shares; 2021Q2: 92,506 shares; 2021Q3: 94,035 shares; 2021Q4: 87,786 shares; 2022Q1: 27,359 shares 27,359 $767K 0.11% -60,427 Timeline PEOPLE'S UNITED FINANCIAL I… PEOPLE'S UNITED FINANCIAL INC More: the full row for PEOPLE'S UNITED FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 116,877 shares; 2021Q2: 158,862 shares; 2021Q3: 168,158 shares; 2021Q4: 152,968 shares; 2022Q1: 37,703 shares 37,703 $762K 0.11% -115,265 SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,044 shares; 2021Q2: 12,554 shares; 2021Q3: 13,368 shares; 2021Q4: 13,948 shares; 2022Q1: 5,308 shares 5,308 $754K 0.11% -8,640 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 39,171 shares; 2021Q2: 52,404 shares; 2021Q3: 60,174 shares; 2021Q4: 58,225 shares; 2022Q1: 21,308 shares 21,308 $753K 0.11% -36,917 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,023 shares; 2021Q2: 2,254 shares; 2021Q3: 2,222 shares; 2021Q4: 2,245 shares; 2022Q1: 4,618 shares 4,618 $707K 0.1% +2,373 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,245 shares; 2021Q2: 1,710 shares; 2021Q3: 1,692 shares; 2021Q4: 3,005 shares; 2022Q1: 2,885 shares 2,885 $704K 0.1% -120 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,355 shares; 2021Q2: 5,346 shares; 2021Q3: 5,492 shares; 2021Q4: 5,336 shares; 2022Q1: 3,111 shares 3,111 $693K 0.1% -2,225 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,537 shares; 2021Q2: 3,144 shares; 2021Q3: 3,338 shares; 2021Q4: 3,272 shares; 2022Q1: 2,987 shares 2,987 $680K 0.1% -285 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,337 shares; 2021Q2: 12,287 shares; 2021Q3: 11,937 shares; 2021Q4: 11,738 shares; 2022Q1: 11,039 shares 11,039 $653K 0.1% -699 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 6,251 shares 6,251 $652K 0.1% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,178 shares; 2021Q2: 1,175 shares; 2021Q3: 1,183 shares; 2021Q4: 1,098 shares; 2022Q1: 1,083 shares 1,083 $645K 0.09% -15 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,847 shares; 2021Q2: 1,657 shares; 2021Q3: 1,687 shares; 2021Q4: 1,703 shares; 2022Q1: 1,722 shares 1,722 $630K 0.09% +19 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,718 shares; 2021Q2: 6,974 shares; 2021Q3: 5,801 shares; 2021Q4: 6,156 shares; 2022Q1: 5,823 shares 5,823 $629K 0.09% -333 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,502 shares; 2021Q2: 1,477 shares; 2021Q3: 1,553 shares; 2021Q4: 1,550 shares; 2022Q1: 1,466 shares 1,466 $618K 0.09% -84 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,545 shares; 2021Q2: 1,552 shares; 2021Q3: 1,271 shares; 2021Q4: 1,304 shares; 2022Q1: 1,975 shares 1,975 $590K 0.09% +671 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 8,258 shares 8,258 $588K 0.09% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 2,426 shares; 2021Q3: 2,266 shares; 2021Q4: not reported; 2022Q1: 5,350 shares 5,350 $583K 0.09% new Timeline CHARGEPOINT HLDGS INC CHARGEPOINT HLDGS INC More: the full row for CHARGEPOINT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,300 shares; 2021Q2: 20,700 shares; 2021Q3: 23,550 shares; 2021Q4: 24,750 shares; 2022Q1: 29,000 shares 29,000 $580K 0.09% +4,250 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,309 shares; 2021Q2: 4,780 shares; 2021Q3: 4,786 shares; 2021Q4: 5,045 shares; 2022Q1: 5,404 shares 5,404 $577K 0.08% +359 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6,535 shares; 2021Q4: 7,978 shares; 2022Q1: 9,364 shares 9,364 $575K 0.08% +1,386 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,557 shares; 2021Q2: 2,732 shares; 2021Q3: 2,195 shares; 2021Q4: 2,165 shares; 2022Q1: 2,085 shares 2,085 $558K 0.08% -80 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 15,484 shares; 2021Q4: 26,369 shares; 2022Q1: 29,414 shares 29,414 $555K 0.08% +3,045 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 28,007 shares; 2021Q2: 28,311 shares; 2021Q3: 4,004 shares; 2021Q4: 28,828 shares; 2022Q1: 7,372 shares 7,372 $552K 0.08% -21,456 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,039 shares; 2021Q2: 2,752 shares; 2021Q3: not reported; 2021Q4: 2,182 shares; 2022Q1: 6,434 shares 6,434 $545K 0.08% +4,252 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,429 shares; 2021Q2: 20,147 shares; 2021Q3: not reported; 2021Q4: 20,537 shares; 2022Q1: 6,042 shares 6,042 $540K 0.08% -14,495 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,224 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,231 shares; 2022Q1: 3,194 shares 3,194 $537K 0.08% -37 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 18,991 shares; 2021Q2: 11,144 shares; 2021Q3: 9,645 shares; 2021Q4: 4,795 shares; 2022Q1: 5,241 shares 5,241 $521K 0.08% +446 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,716 shares; 2021Q2: 4,004 shares; 2021Q3: 4,638 shares; 2021Q4: 4,435 shares; 2022Q1: 4,037 shares 4,037 $518K 0.08% -398 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,040 shares; 2021Q2: 1,174 shares; 2021Q3: 1,180 shares; 2021Q4: 1,176 shares; 2022Q1: 1,503 shares 1,503 $517K 0.08% +327 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,858 shares 1,858 $506K 0.07% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 39,848 shares; 2021Q2: 39,051 shares; 2021Q3: 36,902 shares; 2021Q4: 36,994 shares; 2022Q1: 10,295 shares 10,295 $503K 0.07% -26,699 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,600 shares; 2021Q2: 10,600 shares; 2021Q3: 9,100 shares; 2021Q4: 8,600 shares; 2022Q1: 8,600 shares 8,600 $494K 0.07% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 12,565 shares; 2021Q2: 18,344 shares; 2021Q3: 24,432 shares; 2021Q4: 24,691 shares; 2022Q1: 15,266 shares 15,266 $487K 0.07% -9,425 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,427 shares; 2022Q1: 1,390 shares 1,390 $484K 0.07% -37 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 14,041 shares; 2021Q2: 12,872 shares; 2021Q3: 10,541 shares; 2021Q4: 9,330 shares; 2022Q1: 9,000 shares 9,000 $478K 0.07% -330 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,215 shares; 2021Q2: 3,494 shares; 2021Q3: 3,495 shares; 2021Q4: 2,807 shares; 2022Q1: 2,807 shares 2,807 $466K 0.07% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,967 shares; 2021Q2: 2,093 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,040 shares 2,040 $465K 0.07% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 5,508 shares; 2021Q2: 2,340 shares; 2021Q3: not reported; 2021Q4: 1,580 shares; 2022Q1: 2,120 shares 2,120 $457K 0.07% +540 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,265 shares; 2021Q2: 8,345 shares; 2021Q3: 8,345 shares; 2021Q4: 8,345 shares; 2022Q1: 8,345 shares 8,345 $433K 0.06% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,498 shares 4,498 $425K 0.06% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,132 shares; 2021Q2: 9,515 shares; 2021Q3: 12,206 shares; 2021Q4: 10,347 shares; 2022Q1: 8,320 shares 8,320 $423K 0.06% -2,027 Timeline FNGS BANK OF MONTREAL More: the full row for BANK OF MONTREAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 20,620 shares; 2021Q2: 17,080 shares; 2021Q3: 17,800 shares; 2021Q4: 17,401 shares; 2022Q1: 14,561 shares 14,561 $421K 0.06% -2,840 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,930 shares; 2021Q4: 15,119 shares; 2022Q1: 9,682 shares 9,682 $412K 0.06% -5,437 Timeline GORES GUGGENHEIM INC GORES GUGGENHEIM INC More: the full row for GORES GUGGENHEIM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20,200 shares; 2022Q1: 36,200 shares 36,200 $412K 0.06% +16,000 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 10,032 shares; 2021Q2: 8,868 shares; 2021Q3: 9,303 shares; 2021Q4: 9,074 shares; 2022Q1: 5,116 shares 5,116 $408K 0.06% -3,958 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,173 shares; 2021Q2: 1,999 shares; 2021Q3: 2,007 shares; 2021Q4: 2,024 shares; 2022Q1: 2,289 shares 2,289 $406K 0.06% +265 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,286 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,246 shares 2,246 $401K 0.06% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,263 shares; 2021Q2: 1,238 shares; 2021Q3: 1,238 shares; 2021Q4: 1,158 shares; 2022Q1: 1,155 shares 1,155 $398K 0.06% -3 Timeline FRT FEDERAL RLTY INVT TR NEW More: the full row for FEDERAL RLTY INVT TR NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,229 shares 3,229 $396K 0.06% new Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,472 shares; 2021Q2: 1,974 shares; 2021Q3: 1,979 shares; 2021Q4: 1,989 shares; 2022Q1: 2,049 shares 2,049 $373K 0.05% +60 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 124 shares; 2021Q2: 136 shares; 2021Q3: 157 shares; 2021Q4: 129 shares; 2022Q1: 133 shares 133 $371K 0.05% +4 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,675 shares; 2021Q2: 3,675 shares; 2021Q3: 3,675 shares; 2021Q4: 3,675 shares; 2022Q1: 7,712 shares 7,712 $365K 0.05% +4,037 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,763 shares; 2021Q2: not reported; 2021Q3: 803 shares; 2021Q4: 867 shares; 2022Q1: 887 shares 887 $364K 0.05% +20 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,355 shares; 2021Q2: 2,388 shares; 2021Q3: 2,369 shares; 2021Q4: 2,407 shares; 2022Q1: 2,016 shares 2,016 $364K 0.05% -391 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,250 shares; 2021Q2: 8,250 shares; 2021Q3: 9,606 shares; 2021Q4: 7,800 shares; 2022Q1: 7,800 shares 7,800 $361K 0.05% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,282 shares; 2021Q2: 1,268 shares; 2021Q3: 1,168 shares; 2021Q4: 1,168 shares; 2022Q1: 1,100 shares 1,100 $356K 0.05% -68 Timeline JOBY JOBY AVIATION INC More: the full row for JOBY AVIATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 35,400 shares; 2021Q4: 43,800 shares; 2022Q1: 53,600 shares 53,600 $355K 0.05% +9,800 Timeline FDRR FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,640 shares; 2021Q2: 7,257 shares; 2021Q3: 7,280 shares; 2021Q4: 8,502 shares; 2022Q1: 7,918 shares 7,918 $353K 0.05% -584 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 944 shares; 2021Q4: 2,206 shares; 2022Q1: 1,704 shares 1,704 $351K 0.05% -502 Timeline ETF SER SOLUTIONS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 16,100 shares 16,100 $351K 0.05% new PECO PHILLIPS EDISON & CO INC More: the full row for PHILLIPS EDISON & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,064 shares 10,064 $346K 0.05% new Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,295 shares; 2021Q2: 9,412 shares; 2021Q3: 10,007 shares; 2021Q4: 10,055 shares; 2022Q1: 12,042 shares 12,042 $335K 0.05% +1,987 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,661 shares; 2021Q2: 5,615 shares; 2021Q3: 5,239 shares; 2021Q4: 5,438 shares; 2022Q1: 6,380 shares 6,380 $321K 0.05% +942 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 15,047 shares; 2021Q2: 72,804 shares; 2021Q3: 85,421 shares; 2021Q4: 24,479 shares; 2022Q1: 6,553 shares 6,553 $316K 0.05% -17,926 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,262 shares; 2021Q2: 3,310 shares; 2021Q3: 4,427 shares; 2021Q4: 4,448 shares; 2022Q1: 3,066 shares 3,066 $314K 0.05% -1,382 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 921 shares; 2021Q2: 1,082 shares; 2021Q3: 882 shares; 2021Q4: 912 shares; 2022Q1: 894 shares 894 $310K 0.05% -18 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,439 shares; 2021Q2: 2,399 shares; 2021Q3: 2,507 shares; 2021Q4: 2,518 shares; 2022Q1: 1,398 shares 1,398 $309K 0.05% -1,120 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,164 shares; 2021Q2: 8,278 shares; 2021Q3: 7,868 shares; 2021Q4: 7,644 shares; 2022Q1: 3,034 shares 3,034 $304K 0.04% -4,610 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,478 shares; 2021Q2: 4,474 shares; 2021Q3: 5,092 shares; 2021Q4: 5,108 shares; 2022Q1: 5,102 shares 5,102 $304K 0.04% -6 Timeline RDVY FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,452 shares; 2022Q1: 6,168 shares 6,168 $304K 0.04% +1,716 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,291 shares; 2021Q2: 1,100 shares; 2021Q3: 1,100 shares; 2021Q4: 940 shares; 2022Q1: 910 shares 910 $302K 0.04% -30 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 119,857 shares; 2021Q2: 377,445 shares; 2021Q3: 388,677 shares; 2021Q4: 185,033 shares; 2022Q1: 11,675 shares 11,675 $301K 0.04% -173,358 Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,100 shares; 2021Q2: 5,700 shares; 2021Q3: 5,700 shares; 2021Q4: 5,700 shares; 2022Q1: 5,700 shares 5,700 $300K 0.04% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,921 shares; 2021Q2: 1,922 shares; 2021Q3: 2,429 shares; 2021Q4: 2,735 shares; 2022Q1: 1,833 shares 1,833 $298K 0.04% -902 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 5,800 shares; 2021Q3: 5,200 shares; 2021Q4: 4,500 shares; 2022Q1: 3,800 shares 3,800 $296K 0.04% -700 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,712 shares; 2021Q2: 3,714 shares; 2021Q3: 3,716 shares; 2021Q4: 4,218 shares; 2022Q1: 3,513 shares 3,513 $295K 0.04% -705 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,304 shares; 2021Q2: 4,839 shares; 2021Q3: 5,024 shares; 2021Q4: 3,886 shares; 2022Q1: 3,759 shares 3,759 $293K 0.04% -127 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,191 shares; 2021Q2: 8,555 shares; 2021Q3: 8,466 shares; 2021Q4: 8,424 shares; 2022Q1: 10,279 shares 10,279 $289K 0.04% +1,855 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 32,540 shares; 2021Q2: 14,175 shares; 2021Q3: 15,397 shares; 2021Q4: 11,988 shares; 2022Q1: 12,062 shares 12,062 $286K 0.04% +74 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 7,392 shares; 2021Q2: 7,394 shares; 2021Q3: 7,903 shares; 2021Q4: 7,403 shares; 2022Q1: 6,827 shares 6,827 $281K 0.04% -576 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,154 shares; 2021Q2: 1,157 shares; 2021Q3: 1,159 shares; 2021Q4: 1,161 shares; 2022Q1: 1,163 shares 1,163 $281K 0.04% +2 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 1,998 shares; 2021Q2: 2,331 shares; 2021Q3: 2,334 shares; 2021Q4: 2,034 shares; 2022Q1: 2,036 shares 2,036 $280K 0.04% +2 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,000 shares 18,000 $277K 0.04% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,034 shares; 2021Q2: 7,455 shares; 2021Q3: 7,630 shares; 2021Q4: 7,687 shares; 2022Q1: 5,023 shares 5,023 $276K 0.04% -2,664 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 5,300 shares; 2021Q3: 6,829 shares; 2021Q4: 5,879 shares; 2022Q1: 5,121 shares 5,121 $266K 0.04% -758 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 6,882 shares; 2021Q2: 6,861 shares; 2021Q3: 7,419 shares; 2021Q4: 7,106 shares; 2022Q1: 4,903 shares 4,903 $264K 0.04% -2,203 Timeline FIW FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,157 shares 3,157 $262K 0.04% new Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 19,600 shares; 2022Q1: 10,500 shares 10,500 $259K 0.04% -9,100 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,160 shares; 2021Q2: 3,204 shares; 2021Q3: 3,466 shares; 2021Q4: 3,190 shares; 2022Q1: 1,337 shares 1,337 $256K 0.04% -1,853 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 2,076 shares; 2021Q3: 2,528 shares; 2021Q4: 2,531 shares; 2022Q1: 2,533 shares 2,533 $255K 0.04% +2 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 2,620 shares; 2021Q2: 2,478 shares; 2021Q3: 2,400 shares; 2021Q4: 2,127 shares; 2022Q1: 2,309 shares 2,309 $253K 0.04% +182 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,409 shares; 2021Q4: 684 shares; 2022Q1: 709 shares 709 $252K 0.04% +25 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 908 shares 908 $248K 0.04% new Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 660 shares; 2021Q2: 640 shares; 2021Q3: 3,816 shares; 2021Q4: 3,858 shares; 2022Q1: 4,077 shares 4,077 $245K 0.04% +219 Timeline LIT GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,185 shares 3,185 $243K 0.04% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 524 shares 524 $240K 0.04% new Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,582 shares; 2021Q2: 4,481 shares; 2021Q3: 56,564 shares; 2021Q4: 3,884 shares; 2022Q1: 3,549 shares 3,549 $238K 0.03% -335 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 115 shares; 2021Q2: 84 shares; 2021Q3: 99 shares; 2021Q4: 79 shares; 2022Q1: 80 shares 80 $224K 0.03% +1 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 706 shares; 2021Q2: 623 shares; 2021Q3: 3,769 shares; 2021Q4: 3,758 shares; 2022Q1: 3,837 shares 3,837 $223K 0.03% +79 Timeline CORP PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 45,907 shares; 2021Q3: 47,403 shares; 2021Q4: 49,035 shares; 2022Q1: 2,141 shares 2,141 $223K 0.03% -46,894 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,509 shares; 2021Q2: 3,211 shares; 2021Q3: 3,303 shares; 2021Q4: 3,352 shares; 2022Q1: 2,570 shares 2,570 $222K 0.03% -782 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 465 shares 465 $217K 0.03% new Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 8,035 shares; 2021Q2: 10,754 shares; 2021Q3: 11,498 shares; 2021Q4: 12,052 shares; 2022Q1: 700 shares 700 $214K 0.03% -11,352 Timeline UMDD PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 22,750 shares; 2021Q3: 11,100 shares; 2021Q4: 8,401 shares; 2022Q1: 7,401 shares 7,401 $214K 0.03% -1,000 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 2,688 shares; 2021Q3: 2,755 shares; 2021Q4: 2,462 shares; 2022Q1: 2,463 shares 2,463 $204K 0.03% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 4,209 shares; 2021Q2: 3,747 shares; 2021Q3: 3,777 shares; 2021Q4: 3,805 shares; 2022Q1: 2,927 shares 2,927 $204K 0.03% -878 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 9,366 shares; 2021Q2: 1,881 shares; 2021Q3: 1,836 shares; 2021Q4: 4,265 shares; 2022Q1: 1,828 shares 1,828 $202K 0.03% -2,437 Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: 18,253 shares; 2021Q3: 18,257 shares; 2021Q4: 13,765 shares; 2022Q1: 9,590 shares 9,590 $201K 0.03% -4,175 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 3,435 shares; 2021Q2: 3,465 shares; 2021Q3: not reported; 2021Q4: 3,053 shares; 2022Q1: 2,931 shares 2,931 $200K 0.03% -122 Timeline AURORA CANNABIS INC-NEW AURORA CANNABIS INC-NEW More: the full row for AURORA CANNABIS INC-NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 20,920 shares; 2021Q4: 20,520 shares; 2022Q1: 41,920 shares 41,920 $167K 0.02% +21,400 ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 13,150 shares; 2021Q2: 13,150 shares; 2021Q3: 13,150 shares; 2021Q4: 13,050 shares; 2022Q1: 13,450 shares 13,450 $139K 0.02% +400 JFR NUVEEN FLOATING RATE INCOME More: the full row for NUVEEN FLOATING RATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares 10,000 $100K 0.01% new Timeline INVESCO MORTGAGE CAPITAL INC INVESCO MORTGAGE CAPITAL INC More: the full row for INVESCO MORTGAGE CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: 113,637 shares; 2021Q2: 75,561 shares; 2021Q3: 54,706 shares; 2021Q4: 25,275 shares; 2022Q1: 24,296 shares 24,296 $56K 0.01% -979 BITNILE HOLDINGS INC BITNILE HOLDINGS INC More: the full row for BITNILE HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 54,500 shares; 2022Q1: 40,000 shares 40,000 $34K <0.01% -14,500