AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 654,798 shares; 2021Q2: 596,798 shares; 2021Q3: 602,870 shares; 2021Q4: 616,962 shares; 2022Q1: 404,171 shares; 2022Q2: 140,743 shares; 2022Q3: 130,217 shares; 2022Q4: 316,728 shares 316,728 $30.7M 6.45% +186,511 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; 2021Q1: 85,686 shares; 2021Q2: 86,924 shares; 2021Q3: 94,478 shares; 2021Q4: 97,388 shares; 2022Q1: 97,843 shares; 2022Q2: 164,511 shares; 2022Q3: 184,614 shares; 2022Q4: 192,369 shares 192,369 $30.6M 6.42% +7,755 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 127,035 shares; 2021Q4: 149,785 shares; 2022Q1: 206,289 shares; 2022Q2: 361,272 shares; 2022Q3: 350,943 shares; 2022Q4: 421,717 shares 421,717 $29.8M 6.26% +70,774 Timeline VIOV 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 111,272 shares; 2022Q3: 166,858 shares; 2022Q4: 175,850 shares 175,850 $27.6M 5.8% +8,992 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 242,444 shares; 2022Q2: 630,571 shares; 2022Q3: 707,024 shares; 2022Q4: 645,888 shares 645,888 $26.4M 5.55% -61,136 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 483,036 shares; 2021Q2: 490,832 shares; 2021Q3: 496,668 shares; 2021Q4: 495,791 shares; 2022Q1: 594,822 shares; 2022Q2: 792,329 shares; 2022Q3: 531,771 shares; 2022Q4: 427,020 shares 427,020 $26.3M 5.53% -104,751 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 148,026 shares; 2021Q2: 164,547 shares; 2021Q3: 175,829 shares; 2021Q4: 200,149 shares; 2022Q1: 181,736 shares; 2022Q2: 145,975 shares; 2022Q3: 344,345 shares; 2022Q4: 375,087 shares 375,087 $18.8M 3.94% +30,742 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 378,973 shares; 2022Q2: 379,481 shares; 2022Q3: 369,598 shares; 2022Q4: 364,162 shares 364,162 $18.1M 3.81% -5,436 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 203,676 shares; 2021Q2: 184,520 shares; 2021Q3: 186,037 shares; 2021Q4: 223,725 shares; 2022Q1: 293,492 shares; 2022Q2: 392,552 shares; 2022Q3: 403,801 shares; 2022Q4: 386,682 shares 386,682 $18.1M 3.79% -17,119 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; 2021Q1: 78,931 shares; 2021Q2: 94,121 shares; 2021Q3: 92,474 shares; 2021Q4: 94,566 shares; 2022Q1: 90,613 shares; 2022Q2: 106,327 shares; 2022Q3: 99,510 shares; 2022Q4: 107,875 shares 107,875 $15.1M 3.18% +8,365 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 9,656 shares; 2021Q2: 8,441 shares; 2021Q3: 25,011 shares; 2021Q4: 28,932 shares; 2022Q1: 66,228 shares; 2022Q2: 92,877 shares; 2022Q3: 127,166 shares; 2022Q4: 185,535 shares 185,535 $15.1M 3.18% +58,369 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,827,789 shares; 2022Q1: 3,550,529 shares; 2022Q2: 3,191,756 shares; 2022Q3: 2,701,680 shares; 2022Q4: 1,722,822 shares 1,722,822 $14.4M 3.02% -978,858 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,532,214 shares; 2022Q1: 2,043,230 shares; 2022Q2: 1,881,597 shares; 2022Q3: 1,812,447 shares; 2022Q4: 1,778,282 shares 1,778,282 $13.6M 2.86% -34,165 Timeline ISCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 292,941 shares; 2022Q3: 251,080 shares; 2022Q4: 343,099 shares 343,099 $12.4M 2.6% +92,019 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; 2021Q1: 51,183 shares; 2021Q2: 52,356 shares; 2021Q3: 53,078 shares; 2021Q4: 65,488 shares; 2022Q1: 71,466 shares; 2022Q2: 57,963 shares; 2022Q3: 47,295 shares; 2022Q4: 59,678 shares 59,678 $12M 2.52% +12,383 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 5,309 shares; 2021Q2: 4,780 shares; 2021Q3: 4,786 shares; 2021Q4: 5,045 shares; 2022Q1: 5,404 shares; 2022Q2: 32,044 shares; 2022Q3: 37,583 shares; 2022Q4: 101,918 shares 101,918 $10.6M 2.23% +64,335 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 63,467 shares; 2022Q2: 302,926 shares; 2022Q3: 316,891 shares; 2022Q4: 82,932 shares 82,932 $7.5M 1.58% -233,959 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; 2021Q1: 3,405 shares; 2021Q2: 3,274 shares; 2021Q3: 2,843 shares; 2021Q4: 2,833 shares; 2022Q1: 3,216 shares; 2022Q2: 8,346 shares; 2022Q3: 23,309 shares; 2022Q4: 31,709 shares 31,709 $6.77M 1.42% +8,400 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 52,651 shares; 2021Q2: 116,104 shares; 2021Q3: 119,950 shares; 2021Q4: 126,325 shares; 2022Q1: 183,785 shares; 2022Q2: 45,407 shares; 2022Q3: 46,216 shares; 2022Q4: 137,510 shares 137,510 $6.18M 1.3% +91,294 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; 2021Q1: 575,818 shares; 2021Q2: 579,760 shares; 2021Q3: 587,376 shares; 2021Q4: 624,665 shares; 2022Q1: 599,180 shares; 2022Q2: 607,001 shares; 2022Q3: 599,113 shares; 2022Q4: 595,899 shares 595,899 $4.83M 1.02% -3,214 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 66,794 shares; 2021Q2: 68,542 shares; 2021Q3: 71,699 shares; 2021Q4: 73,797 shares; 2022Q1: 69,446 shares; 2022Q2: 66,536 shares; 2022Q3: 62,818 shares; 2022Q4: 63,658 shares 63,658 $4.59M 0.96% +840 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 111,673 shares; 2022Q2: 111,943 shares; 2022Q3: 137,147 shares; 2022Q4: 139,873 shares 139,873 $4.25M 0.89% +2,726 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; 2021Q1: 13,699 shares; 2021Q2: 13,388 shares; 2021Q3: 13,109 shares; 2021Q4: 12,623 shares; 2022Q1: 36,555 shares; 2022Q2: 37,343 shares; 2022Q3: 35,091 shares; 2022Q4: 29,735 shares 29,735 $3.7M 0.78% -5,356 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 111,961 shares; 2021Q2: 86,099 shares; 2021Q3: 81,920 shares; 2021Q4: 81,852 shares; 2022Q1: 87,641 shares; 2022Q2: 31,207 shares; 2022Q3: 28,553 shares; 2022Q4: 24,048 shares 24,048 $3.51M 0.74% -4,505 Timeline FAD FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 35,744 shares 35,744 $3.39M 0.71% new Timeline PALC PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 85,947 shares 85,947 $3.02M 0.64% 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; 2021Q1: 19,043 shares; 2021Q2: 19,234 shares; 2021Q3: 19,244 shares; 2021Q4: 19,751 shares; 2022Q1: 20,904 shares; 2022Q2: 26,794 shares; 2022Q3: 26,385 shares; 2022Q4: 25,148 shares 25,148 $3.02M 0.63% -1,237 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; 2021Q1: 100,895 shares; 2021Q2: 299,492 shares; 2021Q3: 278,095 shares; 2021Q4: 258,200 shares; 2022Q1: 173,073 shares; 2022Q2: 174,310 shares; 2022Q3: 169,995 shares; 2022Q4: 166,654 shares 166,654 $2.92M 0.61% -3,341 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 22,439 shares; 2021Q2: 22,712 shares; 2021Q3: 23,428 shares; 2021Q4: 23,907 shares; 2022Q1: 21,918 shares; 2022Q2: 21,788 shares; 2022Q3: 21,145 shares; 2022Q4: 20,722 shares 20,722 $2.69M 0.57% -423 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 272,897 shares; 2022Q1: 779,853 shares; 2022Q2: 635,740 shares; 2022Q3: 593,852 shares; 2022Q4: 200,315 shares 200,315 $2.57M 0.54% -393,537 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; 2021Q1: 42,601 shares; 2021Q2: 42,472 shares; 2021Q3: 43,216 shares; 2021Q4: 43,946 shares; 2022Q1: 34,823 shares; 2022Q2: 36,252 shares; 2022Q3: 34,831 shares; 2022Q4: 33,471 shares 33,471 $2.5M 0.52% -1,360 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; 2021Q1: 53,394 shares; 2021Q2: 64,212 shares; 2021Q3: 64,267 shares; 2021Q4: 65,986 shares; 2022Q1: 21,361 shares; 2022Q2: 20,755 shares; 2022Q3: 20,640 shares; 2022Q4: 18,258 shares 18,258 $2.01M 0.42% -2,382 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; 2021Q1: 14,483 shares; 2021Q2: 14,192 shares; 2021Q3: 14,112 shares; 2021Q4: 14,269 shares; 2022Q1: 19,178 shares; 2022Q2: 19,077 shares; 2022Q3: 18,452 shares; 2022Q4: 14,234 shares 14,234 $1.93M 0.41% -4,218 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; 2021Q1: 14,197 shares; 2021Q2: 14,271 shares; 2021Q3: 14,968 shares; 2021Q4: 14,292 shares; 2022Q1: 16,631 shares; 2022Q2: 16,790 shares; 2022Q3: 16,141 shares; 2022Q4: 14,209 shares 14,209 $1.84M 0.39% -1,932 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; 2021Q1: 1,084 shares; 2021Q2: 1,047 shares; 2021Q3: 1,056 shares; 2021Q4: 1,035 shares; 2022Q1: 977 shares; 2022Q2: 20,150 shares; 2022Q3: 19,362 shares; 2022Q4: 21,130 shares 21,130 $1.77M 0.37% +1,768 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; 2021Q1: 29,839 shares; 2021Q2: 28,863 shares; 2021Q3: 31,818 shares; 2021Q4: 32,074 shares; 2022Q1: 22,880 shares; 2022Q2: 35,573 shares; 2022Q3: 33,418 shares; 2022Q4: 28,766 shares 28,766 $1.76M 0.37% -4,652 Timeline 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; 2021Q1: 31,766 shares; 2021Q2: 33,788 shares; 2021Q3: 33,861 shares; 2021Q4: 33,266 shares; 2022Q1: 28,982 shares; 2022Q2: 28,027 shares; 2022Q3: 26,246 shares; 2022Q4: 24,327 shares 24,327 $1.57M 0.33% -1,919 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 7,150 shares; 2021Q2: 7,033 shares; 2021Q3: 6,333 shares; 2021Q4: 6,605 shares; 2022Q1: 6,846 shares; 2022Q2: 6,751 shares; 2022Q3: 6,716 shares; 2022Q4: 6,506 shares 6,506 $1.56M 0.33% -210 Timeline EQRR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,909 shares; 2022Q2: 27,899 shares; 2022Q3: 26,168 shares; 2022Q4: 29,369 shares 29,369 $1.49M 0.31% +3,201 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 5,667 shares; 2021Q2: 4,759 shares; 2021Q3: 4,363 shares; 2021Q4: 4,711 shares; 2022Q1: 4,628 shares; 2022Q2: 3,700 shares; 2022Q3: 4,260 shares; 2022Q4: 3,796 shares 3,796 $1.46M 0.31% -464 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; 2021Q1: 47,517 shares; 2021Q2: 46,446 shares; 2021Q3: 46,915 shares; 2021Q4: 47,250 shares; 2022Q1: 57,567 shares; 2022Q2: 57,679 shares; 2022Q3: 54,376 shares; 2022Q4: 41,786 shares 41,786 $1.43M 0.3% -12,590 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; 2021Q1: 111,141 shares; 2021Q2: 112,479 shares; 2021Q3: 131,864 shares; 2021Q4: 254,907 shares; 2022Q1: 237,413 shares; 2022Q2: 237,005 shares; 2022Q3: 242,398 shares; 2022Q4: 253,958 shares 253,958 $1.29M 0.27% +11,560 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 21,504 shares; 2021Q2: 31,086 shares; 2021Q3: 32,134 shares; 2021Q4: 29,652 shares; 2022Q1: 10,428 shares; 2022Q2: 8,651 shares; 2022Q3: 7,917 shares; 2022Q4: 6,492 shares 6,492 $1.17M 0.24% -1,425 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; 2021Q1: 2,656 shares; 2021Q2: 3,430 shares; 2021Q3: 2,967 shares; 2021Q4: 2,867 shares; 2022Q1: 2,882 shares; 2022Q2: 2,836 shares; 2022Q3: 2,690 shares; 2022Q4: 2,497 shares 2,497 $1.14M 0.24% -193 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 4,245 shares; 2021Q2: 1,710 shares; 2021Q3: 1,692 shares; 2021Q4: 3,005 shares; 2022Q1: 2,885 shares; 2022Q2: 4,729 shares; 2022Q3: 4,750 shares; 2022Q4: 4,278 shares 4,278 $1.13M 0.24% -472 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; 2021Q1: 7,023 shares; 2021Q2: 2,254 shares; 2021Q3: 2,222 shares; 2021Q4: 2,245 shares; 2022Q1: 4,618 shares; 2022Q2: 8,043 shares; 2022Q3: 8,142 shares; 2022Q4: 7,427 shares 7,427 $1.13M 0.24% -715 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 3,762 shares; 2021Q2: 3,863 shares; 2021Q3: 4,291 shares; 2021Q4: 4,993 shares; 2022Q1: 4,692 shares; 2022Q2: 4,244 shares; 2022Q3: 4,049 shares; 2022Q4: 3,898 shares 3,898 $1.11M 0.23% -151 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; 2021Q1: 16,918 shares; 2021Q2: 16,653 shares; 2021Q3: not reported; 2021Q4: 16,944 shares; 2022Q1: 14,880 shares; 2022Q2: 14,838 shares; 2022Q3: 14,130 shares; 2022Q4: 11,098 shares 11,098 $1.09M 0.23% -3,032 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; 2021Q1: 122,700 shares; 2021Q2: 115,250 shares; 2021Q3: 111,875 shares; 2021Q4: 107,300 shares; 2022Q1: 102,750 shares; 2022Q2: 92,550 shares; 2022Q3: 86,150 shares; 2022Q4: 78,000 shares 78,000 $1.06M 0.22% -8,150 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; 2021Q1: 18,189 shares; 2021Q2: 14,912 shares; 2021Q3: 14,355 shares; 2021Q4: 14,667 shares; 2022Q1: 15,415 shares; 2022Q2: 13,562 shares; 2022Q3: 15,461 shares; 2022Q4: 13,693 shares 13,693 $1.04M 0.22% -1,768 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; 2021Q1: 4,078 shares; 2021Q2: 4,071 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,681 shares; 2022Q3: 10,755 shares; 2022Q4: 9,210 shares 9,210 $1.02M 0.21% -1,545 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; 2021Q1: 1,998 shares; 2021Q2: 2,331 shares; 2021Q3: 2,334 shares; 2021Q4: 2,034 shares; 2022Q1: 2,036 shares; 2022Q2: 8,919 shares; 2022Q3: 8,594 shares; 2022Q4: 7,603 shares 7,603 $1.02M 0.21% -991 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; 2021Q1: 14,305 shares; 2021Q2: 14,187 shares; 2021Q3: 14,089 shares; 2021Q4: 14,096 shares; 2022Q1: 14,295 shares; 2022Q2: 14,280 shares; 2022Q3: 14,241 shares; 2022Q4: 14,495 shares 14,495 $1.02M 0.21% +254 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,353 shares; 2022Q4: 12,223 shares 12,223 $992K 0.21% -130 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; 2021Q1: 4,500 shares; 2021Q2: 4,398 shares; 2021Q3: 2,643 shares; 2021Q4: 2,586 shares; 2022Q1: 2,522 shares; 2022Q2: 2,926 shares; 2022Q3: 2,734 shares; 2022Q4: 2,574 shares 2,574 $984K 0.21% -160 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; 2021Q1: 22,024 shares; 2021Q2: 21,614 shares; 2021Q3: 21,554 shares; 2021Q4: 22,225 shares; 2022Q1: 26,062 shares; 2022Q2: 26,153 shares; 2022Q3: 25,319 shares; 2022Q4: 20,332 shares 20,332 $976K 0.21% -4,987 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 101,998 shares; 2021Q2: 98,498 shares; 2021Q3: 91,780 shares; 2021Q4: 76,424 shares; 2022Q1: 148,913 shares; 2022Q2: 139,511 shares; 2022Q3: 64,213 shares; 2022Q4: 29,772 shares 29,772 $976K 0.2% -34,441 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 5,300 shares; 2021Q3: 6,829 shares; 2021Q4: 5,879 shares; 2022Q1: 5,121 shares; 2022Q2: 37,151 shares; 2022Q3: 21,377 shares; 2022Q4: 18,818 shares 18,818 $965K 0.2% -2,559 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; 2021Q1: 9,132 shares; 2021Q2: 9,515 shares; 2021Q3: 12,206 shares; 2021Q4: 10,347 shares; 2022Q1: 8,320 shares; 2022Q2: 24,202 shares; 2022Q3: 23,905 shares; 2022Q4: 24,482 shares 24,482 $965K 0.2% +577 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 11,321 shares; 2021Q2: 5,900 shares; 2021Q3: 5,913 shares; 2021Q4: 5,574 shares; 2022Q1: 5,995 shares; 2022Q2: 6,401 shares; 2022Q3: 6,916 shares; 2022Q4: 6,777 shares 6,777 $961K 0.2% -139 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; 2021Q1: 234,106 shares; 2021Q2: 225,671 shares; 2021Q3: 219,571 shares; 2021Q4: 208,289 shares; 2022Q1: 204,517 shares; 2022Q2: 203,041 shares; 2022Q3: 190,335 shares; 2022Q4: 174,641 shares 174,641 $961K 0.2% -15,694 NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 68,875 shares; 2021Q2: 64,225 shares; 2021Q3: 67,240 shares; 2021Q4: 75,540 shares; 2022Q1: 97,600 shares; 2022Q2: 101,000 shares; 2022Q3: 100,500 shares; 2022Q4: 97,400 shares 97,400 $950K 0.2% -3,100 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; 2021Q1: 32,540 shares; 2021Q2: 14,175 shares; 2021Q3: 15,397 shares; 2021Q4: 11,988 shares; 2022Q1: 12,062 shares; 2022Q2: 51,418 shares; 2022Q3: 52,772 shares; 2022Q4: 50,750 shares 50,750 $934K 0.2% -2,022 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; 2021Q1: 1,864 shares; 2021Q2: 1,873 shares; 2021Q3: 1,866 shares; 2021Q4: 1,788 shares; 2022Q1: 1,713 shares; 2022Q2: 1,688 shares; 2022Q3: 1,710 shares; 2022Q4: 1,746 shares 1,746 $926K 0.19% +36 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 17,763 shares; 2022Q3: 18,237 shares; 2022Q4: 16,187 shares 16,187 $922K 0.19% -2,050 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,155 shares; 2022Q3: 10,106 shares; 2022Q4: 9,416 shares 9,416 $895K 0.19% -690 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; 2021Q1: 24,160 shares; 2021Q2: 31,169 shares; 2021Q3: 31,464 shares; 2021Q4: 29,420 shares; 2022Q1: 9,119 shares; 2022Q2: 11,796 shares; 2022Q3: 11,354 shares; 2022Q4: 9,186 shares 9,186 $883K 0.19% -2,168 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,249 shares; 2022Q1: not reported; 2022Q2: 23,622 shares; 2022Q3: 23,537 shares; 2022Q4: 21,320 shares 21,320 $881K 0.19% -2,217 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,718 shares; 2021Q2: 6,974 shares; 2021Q3: 5,801 shares; 2021Q4: 6,156 shares; 2022Q1: 5,823 shares; 2022Q2: 5,862 shares; 2022Q3: 6,199 shares; 2022Q4: 9,279 shares 9,279 $879K 0.18% +3,080 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 11,813 shares; 2021Q2: 11,638 shares; 2021Q3: 11,580 shares; 2021Q4: 11,688 shares; 2022Q1: 12,884 shares; 2022Q2: 13,288 shares; 2022Q3: 14,651 shares; 2022Q4: 11,707 shares 11,707 $872K 0.18% -2,944 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 5,224 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,231 shares; 2022Q1: 3,194 shares; 2022Q2: 5,863 shares; 2022Q3: 5,829 shares; 2022Q4: 4,779 shares 4,779 $864K 0.18% -1,050 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; 2021Q1: 15,008 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 14,611 shares; 2022Q3: 14,589 shares; 2022Q4: 13,229 shares 13,229 $842K 0.18% -1,360 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; 2021Q1: 4,779 shares; 2021Q2: 4,779 shares; 2021Q3: 3,981 shares; 2021Q4: 3,982 shares; 2022Q1: 3,980 shares; 2022Q2: 3,980 shares; 2022Q3: 3,981 shares; 2022Q4: 3,871 shares 3,871 $830K 0.17% -110 Timeline 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares; 2022Q2: 17,051 shares; 2022Q3: 74,079 shares; 2022Q4: 104,018 shares 104,018 $824K 0.17% +29,939 Timeline 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; 2021Q1: not reported; 2021Q2: 1,582,253 shares; 2021Q3: 1,519,920 shares; 2021Q4: 1,218,036 shares; 2022Q1: 984,087 shares; 2022Q2: 1,232,008 shares; 2022Q3: 562,384 shares; 2022Q4: 39,070 shares 39,070 $801K 0.17% -523,314 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 8,221 shares; 2022Q3: 8,080 shares; 2022Q4: 6,804 shares 6,804 $800K 0.17% -1,276 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,277 shares; 2022Q3: 6,291 shares; 2022Q4: 5,002 shares 5,002 $793K 0.17% -1,289 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,285 shares; 2022Q3: 6,231 shares; 2022Q4: 4,959 shares 4,959 $779K 0.16% -1,272 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 13,691 shares; 2021Q2: 13,745 shares; 2021Q3: 13,154 shares; 2021Q4: 13,262 shares; 2022Q1: 3,977 shares; 2022Q2: 6,215 shares; 2022Q3: 5,695 shares; 2022Q4: 5,195 shares 5,195 $774K 0.16% -500 Timeline SON SONOCO PRODS CO More: the full row for SONOCO PRODS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 14,262 shares; 2022Q3: 14,192 shares; 2022Q4: 12,553 shares 12,553 $763K 0.16% -1,639 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 46,891 shares; 2022Q3: 46,950 shares; 2022Q4: 42,351 shares 42,351 $756K 0.16% -4,599 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 22,838 shares; 2022Q3: 23,056 shares; 2022Q4: 19,984 shares 19,984 $752K 0.16% -3,072 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,482 shares; 2022Q3: 4,607 shares; 2022Q4: 4,283 shares 4,283 $745K 0.16% -324 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; 2021Q1: 56,369 shares; 2021Q2: 56,073 shares; 2021Q3: 55,723 shares; 2021Q4: 48,495 shares; 2022Q1: 22,133 shares; 2022Q2: 3,409 shares; 2022Q3: 3,997 shares; 2022Q4: 8,341 shares 8,341 $730K 0.15% +4,344 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 7,138 shares; 2022Q3: 7,176 shares; 2022Q4: 6,308 shares 6,308 $729K 0.15% -868 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 9,332 shares; 2022Q3: 9,371 shares; 2022Q4: 8,733 shares 8,733 $726K 0.15% -638 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 12,705 shares; 2022Q3: 12,645 shares; 2022Q4: 11,344 shares 11,344 $722K 0.15% -1,301 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 64,601 shares 64,601 $720K 0.15% new Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 16,715 shares 16,715 $719K 0.15% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 5,330 shares; 2022Q3: 5,364 shares; 2022Q4: 5,253 shares 5,253 $718K 0.15% -111 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; 2021Q1: 14,965 shares; 2021Q2: 15,340 shares; 2021Q3: 11,942 shares; 2021Q4: 7,563 shares; 2022Q1: 8,010 shares; 2022Q2: 7,933 shares; 2022Q3: 7,291 shares; 2022Q4: 8,247 shares 8,247 $716K 0.15% +956 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 12,326 shares; 2022Q3: 12,327 shares; 2022Q4: 11,717 shares 11,717 $707K 0.15% -610 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 390,774 shares; 2022Q1: 74,691 shares; 2022Q2: 74,655 shares; 2022Q3: 71,512 shares; 2022Q4: 60,059 shares 60,059 $703K 0.15% -11,453 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 5,943 shares; 2021Q2: 6,084 shares; 2021Q3: 6,149 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 19,972 shares; 2022Q3: 20,370 shares; 2022Q4: 18,775 shares 18,775 $701K 0.15% -1,595 HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 76,153 shares; 2022Q3: 77,145 shares; 2022Q4: 106,710 shares 106,710 $679K 0.14% +29,565 WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 9,793 shares; 2022Q3: 9,749 shares; 2022Q4: 10,195 shares 10,195 $669K 0.14% +446 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,643 shares; 2021Q2: 2,643 shares; 2021Q3: 2,654 shares; 2021Q4: 2,697 shares; 2022Q1: 2,610 shares; 2022Q2: 2,519 shares; 2022Q3: 2,286 shares; 2022Q4: 1,890 shares 1,890 $657K 0.14% -396 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 77,199 shares; 2021Q2: 85,862 shares; 2021Q3: 91,848 shares; 2021Q4: 94,114 shares; 2022Q1: 97,081 shares; 2022Q2: 5,821 shares; 2022Q3: 4,207 shares; 2022Q4: 4,666 shares 4,666 $647K 0.14% +459 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; 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; 2022Q2: 856,631 shares; 2022Q3: 476,339 shares; 2022Q4: 22,087 shares 22,087 $637K 0.13% -454,252 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; 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; 2022Q2: 510,585 shares; 2022Q3: 52,032 shares; 2022Q4: 30,712 shares 30,712 $618K 0.13% -21,320 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; 2021Q1: not reported; 2021Q2: 12,689 shares; 2021Q3: 49,089 shares; 2021Q4: 49,290 shares; 2022Q1: 57,164 shares; 2022Q2: 57,668 shares; 2022Q3: 54,270 shares; 2022Q4: 52,557 shares 52,557 $611K 0.13% -1,713 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; 2021Q1: 5,355 shares; 2021Q2: 5,346 shares; 2021Q3: 5,492 shares; 2021Q4: 5,336 shares; 2022Q1: 3,111 shares; 2022Q2: 2,953 shares; 2022Q3: 2,534 shares; 2022Q4: 2,364 shares 2,364 $582K 0.12% -170 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,341 shares; 2021Q2: 1,390 shares; 2021Q3: 1,341 shares; 2021Q4: 1,217 shares; 2022Q1: 1,473 shares; 2022Q2: 1,685 shares; 2022Q3: 5,040 shares; 2022Q4: 4,598 shares 4,598 $566K 0.12% -442 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 15,484 shares; 2021Q4: 26,369 shares; 2022Q1: 29,414 shares; 2022Q2: 29,749 shares; 2022Q3: 33,514 shares; 2022Q4: 31,115 shares 31,115 $563K 0.12% -2,399 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; 2021Q1: 1,178 shares; 2021Q2: 1,175 shares; 2021Q3: 1,183 shares; 2021Q4: 1,098 shares; 2022Q1: 1,083 shares; 2022Q2: 1,054 shares; 2022Q3: 1,053 shares; 2022Q4: 1,011 shares 1,011 $557K 0.12% -42 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; 2021Q1: 2,145 shares; 2021Q2: 2,308 shares; 2021Q3: 2,173 shares; 2021Q4: 2,422 shares; 2022Q1: 8,367 shares; 2022Q2: 9,410 shares; 2022Q3: 7,590 shares; 2022Q4: 5,049 shares 5,049 $546K 0.11% -2,541 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 3,716 shares; 2021Q2: 4,004 shares; 2021Q3: 4,638 shares; 2021Q4: 4,435 shares; 2022Q1: 4,037 shares; 2022Q2: 3,635 shares; 2022Q3: 3,791 shares; 2022Q4: 4,475 shares 4,475 $540K 0.11% +684 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,620 shares; 2021Q2: 2,478 shares; 2021Q3: 2,400 shares; 2021Q4: 2,127 shares; 2022Q1: 2,309 shares; 2022Q2: 2,313 shares; 2022Q3: 5,343 shares; 2022Q4: 5,025 shares 5,025 $530K 0.11% -318 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 18,991 shares; 2021Q2: 11,144 shares; 2021Q3: 9,645 shares; 2021Q4: 4,795 shares; 2022Q1: 5,241 shares; 2022Q2: 5,241 shares; 2022Q3: 5,242 shares; 2022Q4: 5,009 shares 5,009 $505K 0.11% -233 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 8,661 shares; 2021Q2: 5,615 shares; 2021Q3: 5,239 shares; 2021Q4: 5,438 shares; 2022Q1: 6,380 shares; 2022Q2: 8,162 shares; 2022Q3: 8,772 shares; 2022Q4: 10,976 shares 10,976 $504K 0.11% +2,204 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 19,600 shares; 2022Q1: 10,500 shares; 2022Q2: 12,300 shares; 2022Q3: 18,303 shares; 2022Q4: 29,208 shares 29,208 $502K 0.11% +10,905 IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,355 shares; 2021Q4: 9,573 shares; 2022Q1: 8,865 shares; 2022Q2: 8,419 shares; 2022Q3: 6,428 shares; 2022Q4: 5,938 shares 5,938 $500K 0.11% -490 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 9,265 shares; 2021Q2: 8,345 shares; 2021Q3: 8,345 shares; 2021Q4: 8,345 shares; 2022Q1: 8,345 shares; 2022Q2: 8,345 shares; 2022Q3: 8,345 shares; 2022Q4: 8,345 shares 8,345 $491K 0.1% 0 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; 2021Q1: 3,537 shares; 2021Q2: 3,144 shares; 2021Q3: 3,338 shares; 2021Q4: 3,272 shares; 2022Q1: 2,987 shares; 2022Q2: 2,697 shares; 2022Q3: 2,736 shares; 2022Q4: 2,531 shares 2,531 $484K 0.1% -205 Timeline ITB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 12,337 shares; 2021Q2: 12,287 shares; 2021Q3: 11,937 shares; 2021Q4: 11,738 shares; 2022Q1: 11,039 shares; 2022Q2: 11,040 shares; 2022Q3: 9,742 shares; 2022Q4: 7,931 shares 7,931 $481K 0.1% -1,811 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; 2021Q1: 1,545 shares; 2021Q2: 1,552 shares; 2021Q3: 1,271 shares; 2021Q4: 1,304 shares; 2022Q1: 1,975 shares; 2022Q2: 1,783 shares; 2022Q3: 1,603 shares; 2022Q4: 1,452 shares 1,452 $459K 0.1% -151 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; 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; 2022Q2: 606,955 shares; 2022Q3: 29,388 shares; 2022Q4: 18,142 shares 18,142 $457K 0.1% -11,246 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; 2021Q1: 19,750 shares; 2021Q2: 29,693 shares; 2021Q3: 31,050 shares; 2021Q4: 33,650 shares; 2022Q1: 37,850 shares; 2022Q2: 37,150 shares; 2022Q3: 35,550 shares; 2022Q4: 36,650 shares 36,650 $453K 0.1% +1,100 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 12,565 shares; 2021Q2: 18,344 shares; 2021Q3: 24,432 shares; 2021Q4: 24,691 shares; 2022Q1: 15,266 shares; 2022Q2: 15,371 shares; 2022Q3: 15,502 shares; 2022Q4: 15,653 shares 15,653 $445K 0.09% +151 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 100,568 shares; 2021Q2: 85,437 shares; 2021Q3: 83,447 shares; 2021Q4: 85,141 shares; 2022Q1: 80,764 shares; 2022Q2: 5,552 shares; 2022Q3: 3,566 shares; 2022Q4: 3,061 shares 3,061 $444K 0.09% -505 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; 2021Q1: 28,007 shares; 2021Q2: 28,311 shares; 2021Q3: 4,004 shares; 2021Q4: 28,828 shares; 2022Q1: 7,372 shares; 2022Q2: 7,371 shares; 2022Q3: 7,097 shares; 2022Q4: 6,062 shares 6,062 $427K 0.09% -1,035 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 4,173 shares; 2021Q2: 1,999 shares; 2021Q3: 2,007 shares; 2021Q4: 2,024 shares; 2022Q1: 2,289 shares; 2022Q2: 2,282 shares; 2022Q3: 2,289 shares; 2022Q4: 2,154 shares 2,154 $381K 0.08% -135 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; 2021Q1: 51,768 shares; 2021Q2: 49,785 shares; 2021Q3: 47,655 shares; 2021Q4: 37,489 shares; 2022Q1: 26,166 shares; 2022Q2: 16,104 shares; 2022Q3: 15,033 shares; 2022Q4: 11,708 shares 11,708 $366K 0.08% -3,325 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6,535 shares; 2021Q4: 7,978 shares; 2022Q1: 9,364 shares; 2022Q2: 13,541 shares; 2022Q3: 7,510 shares; 2022Q4: 6,615 shares 6,615 $361K 0.08% -895 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; 2021Q1: 709,032 shares; 2021Q2: 693,746 shares; 2021Q3: 719,435 shares; 2021Q4: 514,200 shares; 2022Q1: 33,651 shares; 2022Q2: 19,235 shares; 2022Q3: 12,504 shares; 2022Q4: 12,504 shares 12,504 $358K 0.08% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 20,429 shares; 2021Q2: 20,147 shares; 2021Q3: not reported; 2021Q4: 20,537 shares; 2022Q1: 6,042 shares; 2022Q2: 10,536 shares; 2022Q3: 10,187 shares; 2022Q4: 4,526 shares 4,526 $352K 0.07% -5,661 Timeline DBMF IM GLOBAL PARTNER FUNDS More: the full row for IM GLOBAL PARTNER FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,888 shares 11,888 $346K 0.07% new 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; 2021Q1: 3,675 shares; 2021Q2: 3,675 shares; 2021Q3: 3,675 shares; 2021Q4: 3,675 shares; 2022Q1: 7,712 shares; 2022Q2: 8,626 shares; 2022Q3: 8,626 shares; 2022Q4: 8,506 shares 8,506 $345K 0.07% -120 Timeline JPST 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,848 shares 6,848 $343K 0.07% new Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,282 shares; 2021Q2: 1,268 shares; 2021Q3: 1,168 shares; 2021Q4: 1,168 shares; 2022Q1: 1,100 shares; 2022Q2: 1,100 shares; 2022Q3: 1,100 shares; 2022Q4: 1,100 shares 1,100 $342K 0.07% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 21,048 shares; 2021Q2: 24,243 shares; 2021Q3: 24,781 shares; 2021Q4: 25,128 shares; 2022Q1: 8,845 shares; 2022Q2: 2,294 shares; 2022Q3: 1,923 shares; 2022Q4: 2,076 shares 2,076 $336K 0.07% +153 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; 2021Q1: 39,848 shares; 2021Q2: 39,051 shares; 2021Q3: 36,902 shares; 2021Q4: 36,994 shares; 2022Q1: 10,295 shares; 2022Q2: 10,342 shares; 2022Q3: 10,031 shares; 2022Q4: 8,815 shares 8,815 $326K 0.07% -1,216 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,355 shares; 2021Q2: 2,388 shares; 2021Q3: 2,369 shares; 2021Q4: 2,407 shares; 2022Q1: 2,016 shares; 2022Q2: 2,107 shares; 2022Q3: 2,282 shares; 2022Q4: 2,029 shares 2,029 $320K 0.07% -253 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 6,882 shares; 2021Q2: 6,861 shares; 2021Q3: 7,419 shares; 2021Q4: 7,106 shares; 2022Q1: 4,903 shares; 2022Q2: 5,051 shares; 2022Q3: 5,865 shares; 2022Q4: 6,685 shares 6,685 $315K 0.07% +820 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,502 shares; 2021Q2: 1,477 shares; 2021Q3: 1,553 shares; 2021Q4: 1,550 shares; 2022Q1: 1,466 shares; 2022Q2: 1,421 shares; 2022Q3: 1,268 shares; 2022Q4: 1,040 shares 1,040 $315K 0.07% -228 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,401 shares 1,401 $300K 0.06% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 14,041 shares; 2021Q2: 12,872 shares; 2021Q3: 10,541 shares; 2021Q4: 9,330 shares; 2022Q1: 9,000 shares; 2022Q2: 8,745 shares; 2022Q3: 8,245 shares; 2022Q4: 6,848 shares 6,848 $299K 0.06% -1,397 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 8,035 shares; 2021Q2: 10,754 shares; 2021Q3: 11,498 shares; 2021Q4: 12,052 shares; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 716 shares; 2022Q4: 787 shares 787 $295K 0.06% +71 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,452 shares; 2022Q1: 6,168 shares; 2022Q2: 6,918 shares; 2022Q3: 7,134 shares; 2022Q4: 6,584 shares 6,584 $289K 0.06% -550 Timeline FOCT 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,717 shares 8,717 $288K 0.06% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,262 shares; 2021Q2: 3,310 shares; 2021Q3: 4,427 shares; 2021Q4: 4,448 shares; 2022Q1: 3,066 shares; 2022Q2: 3,287 shares; 2022Q3: 3,095 shares; 2022Q4: 3,103 shares 3,103 $283K 0.06% +8 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; 2021Q1: 2,472 shares; 2021Q2: 1,974 shares; 2021Q3: 1,979 shares; 2021Q4: 1,989 shares; 2022Q1: 2,049 shares; 2022Q2: 4,144 shares; 2022Q3: 2,983 shares; 2022Q4: 1,704 shares 1,704 $279K 0.06% -1,279 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 2,298 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,568 shares; 2022Q3: 3,002 shares; 2022Q4: 3,280 shares 3,280 $278K 0.06% +278 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; 2021Q1: 1,847 shares; 2021Q2: 1,657 shares; 2021Q3: 1,687 shares; 2021Q4: 1,703 shares; 2022Q1: 1,722 shares; 2022Q2: 1,976 shares; 2022Q3: 1,780 shares; 2022Q4: 1,038 shares 1,038 $277K 0.06% -742 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; 2021Q1: 921 shares; 2021Q2: 1,082 shares; 2021Q3: 882 shares; 2021Q4: 912 shares; 2022Q1: 894 shares; 2022Q2: 890 shares; 2022Q3: 849 shares; 2022Q4: 833 shares 833 $276K 0.06% -16 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 9,812 shares; 2021Q2: 13,023 shares; 2021Q3: 13,795 shares; 2021Q4: 13,279 shares; 2022Q1: 4,421 shares; 2022Q2: 1,170 shares; 2022Q3: not reported; 2022Q4: 1,146 shares 1,146 $275K 0.06% new 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; 2021Q1: 8,164 shares; 2021Q2: 8,278 shares; 2021Q3: 7,868 shares; 2021Q4: 7,644 shares; 2022Q1: 3,034 shares; 2022Q2: 3,025 shares; 2022Q3: 2,920 shares; 2022Q4: 2,923 shares 2,923 $272K 0.06% +3 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,557 shares; 2021Q2: 2,732 shares; 2021Q3: 2,195 shares; 2021Q4: 2,165 shares; 2022Q1: 2,085 shares; 2022Q2: 1,908 shares; 2022Q3: 1,861 shares; 2022Q4: 1,105 shares 1,105 $267K 0.06% -756 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; 2021Q1: 6,640 shares; 2021Q2: 7,257 shares; 2021Q3: 7,280 shares; 2021Q4: 8,502 shares; 2022Q1: 7,918 shares; 2022Q2: 7,192 shares; 2022Q3: 7,215 shares; 2022Q4: 6,630 shares 6,630 $264K 0.06% -585 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 1,409 shares; 2021Q4: 684 shares; 2022Q1: 709 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 853 shares 853 $263K 0.06% 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; 2021Q1: 3,435 shares; 2021Q2: 3,465 shares; 2021Q3: not reported; 2021Q4: 3,053 shares; 2022Q1: 2,931 shares; 2022Q2: 2,893 shares; 2022Q3: 2,739 shares; 2022Q4: 3,122 shares 3,122 $262K 0.05% +383 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; 2021Q1: 15,047 shares; 2021Q2: 72,804 shares; 2021Q3: 85,421 shares; 2021Q4: 24,479 shares; 2022Q1: 6,553 shares; 2022Q2: 6,453 shares; 2022Q3: 6,222 shares; 2022Q4: 6,222 shares 6,222 $261K 0.05% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,291 shares; 2021Q2: 1,100 shares; 2021Q3: 1,100 shares; 2021Q4: 940 shares; 2022Q1: 910 shares; 2022Q2: 910 shares; 2022Q3: 810 shares; 2022Q4: 810 shares 810 $259K 0.05% 0 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; 2021Q1: 20,620 shares; 2021Q2: 17,080 shares; 2021Q3: 17,800 shares; 2021Q4: 17,401 shares; 2022Q1: 14,561 shares; 2022Q2: 14,342 shares; 2022Q3: 13,642 shares; 2022Q4: 12,961 shares 12,961 $251K 0.05% -681 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,157 shares; 2022Q2: 3,233 shares; 2022Q3: 3,151 shares; 2022Q4: 3,131 shares 3,131 $248K 0.05% -20 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 465 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 415 shares 415 $248K 0.05% 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; 2021Q1: 1,921 shares; 2021Q2: 1,922 shares; 2021Q3: 2,429 shares; 2021Q4: 2,735 shares; 2022Q1: 1,833 shares; 2022Q2: 1,837 shares; 2022Q3: 2,082 shares; 2022Q4: 1,616 shares 1,616 $245K 0.05% -466 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,693 shares; 2022Q4: 2,250 shares 2,250 $244K 0.05% -443 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 3,160 shares; 2021Q2: 3,204 shares; 2021Q3: 3,466 shares; 2021Q4: 3,190 shares; 2022Q1: 1,337 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,267 shares 1,267 $241K 0.05% new Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,858 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,646 shares 1,646 $241K 0.05% new 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; 2021Q1: 3,509 shares; 2021Q2: 3,211 shares; 2021Q3: 3,303 shares; 2021Q4: 3,352 shares; 2022Q1: 2,570 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,096 shares 3,096 $240K 0.05% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 124 shares; 2021Q2: 136 shares; 2021Q3: 157 shares; 2021Q4: 129 shares; 2022Q1: 133 shares; 2022Q2: 133 shares; 2022Q3: 2,528 shares; 2022Q4: 2,683 shares 2,683 $238K 0.05% +155 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,427 shares; 2022Q1: 1,390 shares; 2022Q2: 1,385 shares; 2022Q3: 845 shares; 2022Q4: 862 shares 862 $238K 0.05% +17 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; 2021Q1: 7,295 shares; 2021Q2: 9,412 shares; 2021Q3: 10,007 shares; 2021Q4: 10,055 shares; 2022Q1: 12,042 shares; 2022Q2: 10,867 shares; 2022Q3: 11,148 shares; 2022Q4: 9,068 shares 9,068 $228K 0.05% -2,080 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 660 shares; 2021Q2: 640 shares; 2021Q3: 3,816 shares; 2021Q4: 3,858 shares; 2022Q1: 4,077 shares; 2022Q2: 4,269 shares; 2022Q3: 4,472 shares; 2022Q4: 4,254 shares 4,254 $224K 0.05% -218 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; 2021Q1: 20,300 shares; 2021Q2: 20,700 shares; 2021Q3: 23,550 shares; 2021Q4: 24,750 shares; 2022Q1: 29,000 shares; 2022Q2: 28,000 shares; 2022Q3: 25,050 shares; 2022Q4: 23,050 shares 23,050 $220K 0.05% -2,000 FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 4,478 shares; 2021Q2: 4,474 shares; 2021Q3: 5,092 shares; 2021Q4: 5,108 shares; 2022Q1: 5,102 shares; 2022Q2: 5,141 shares; 2022Q3: 5,139 shares; 2022Q4: 4,578 shares 4,578 $217K 0.05% -561 Timeline 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,064 shares; 2022Q2: 8,160 shares; 2022Q3: not reported; 2022Q4: 6,800 shares 6,800 $217K 0.05% new Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 1,154 shares; 2021Q2: 1,157 shares; 2021Q3: 1,159 shares; 2021Q4: 1,161 shares; 2022Q1: 1,163 shares; 2022Q2: 1,166 shares; 2022Q3: not reported; 2022Q4: 1,172 shares 1,172 $216K 0.05% new Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 112,221 shares; 2021Q2: 102,468 shares; 2021Q3: 102,238 shares; 2021Q4: 100,257 shares; 2022Q1: 106,301 shares; 2022Q2: 88,768 shares; 2022Q3: 89,506 shares; 2022Q4: 4,648 shares 4,648 $216K 0.05% -84,858 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: 2,076 shares; 2021Q3: 2,528 shares; 2021Q4: 2,531 shares; 2022Q1: 2,533 shares; 2022Q2: 2,535 shares; 2022Q3: 2,539 shares; 2022Q4: 2,541 shares 2,541 $216K 0.05% +2 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; 2021Q1: 1,263 shares; 2021Q2: 1,238 shares; 2021Q3: 1,238 shares; 2021Q4: 1,158 shares; 2022Q1: 1,155 shares; 2022Q2: 995 shares; 2022Q3: 850 shares; 2022Q4: 690 shares 690 $214K 0.04% -160 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 23,719 shares; 2021Q4: 23,844 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,304 shares 2,304 $207K 0.04% new Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,013 shares; 2021Q4: 2,623 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,378 shares 2,378 $206K 0.04% new 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; 2021Q1: 2,439 shares; 2021Q2: 2,399 shares; 2021Q3: 2,507 shares; 2021Q4: 2,518 shares; 2022Q1: 1,398 shares; 2022Q2: 1,457 shares; 2022Q3: 1,828 shares; 2022Q4: 1,709 shares 1,709 $206K 0.04% -119 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; 2021Q1: 6,034 shares; 2021Q2: 7,455 shares; 2021Q3: 7,630 shares; 2021Q4: 7,687 shares; 2022Q1: 5,023 shares; 2022Q2: 5,111 shares; 2022Q3: 5,095 shares; 2022Q4: 4,174 shares 4,174 $204K 0.04% -921 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; 2021Q1: 8,250 shares; 2021Q2: 8,250 shares; 2021Q3: 9,606 shares; 2021Q4: 7,800 shares; 2022Q1: 7,800 shares; 2022Q2: 7,450 shares; 2022Q3: 6,950 shares; 2022Q4: 5,350 shares 5,350 $202K 0.04% -1,600 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; 2021Q1: 4,215 shares; 2021Q2: 3,494 shares; 2021Q3: 3,495 shares; 2021Q4: 2,807 shares; 2022Q1: 2,807 shares; 2022Q2: 2,015 shares; 2022Q3: 2,016 shares; 2022Q4: 1,511 shares 1,511 $201K 0.04% -505 Timeline POLESTAR AUTOMOTIVE HLDG UK POLESTAR AUTOMOTIVE HLDG UK More: the full row for POLESTAR AUTOMOTIVE HLDG UK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 39,100 shares; 2022Q3: 39,600 shares; 2022Q4: 37,500 shares 37,500 $199K 0.04% -2,100 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,000 shares; 2022Q2: 20,050 shares; 2022Q3: 16,149 shares; 2022Q4: 14,806 shares 14,806 $173K 0.04% -1,343 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 35,400 shares; 2021Q4: 43,800 shares; 2022Q1: 53,600 shares; 2022Q2: 53,600 shares; 2022Q3: 52,600 shares; 2022Q4: 49,400 shares 49,400 $165K 0.03% -3,200 Timeline MUJ BLACKROCK MUNIHLDGS NJ QLTY More: the full row for BLACKROCK MUNIHLDGS NJ QLTY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 14,049 shares; 2022Q4: 12,268 shares 12,268 $136K 0.03% -1,781 Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: 13,150 shares; 2021Q2: 13,150 shares; 2021Q3: 13,150 shares; 2021Q4: 13,050 shares; 2022Q1: 13,450 shares; 2022Q2: 14,250 shares; 2022Q3: 14,950 shares; 2022Q4: 14,950 shares 14,950 $63.7K 0.01% 0 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 20,920 shares; 2021Q4: 20,520 shares; 2022Q1: 41,920 shares; 2022Q2: 42,020 shares; 2022Q3: 42,420 shares; 2022Q4: 46,820 shares 46,820 $43.2K 0.01% +4,400 TELLURIAN INC NEW TELLURIAN INC NEW More: the full row for TELLURIAN INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 15,000 shares; 2022Q4: 15,000 shares 15,000 $25.2K 0.01% 0 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; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 54,500 shares; 2022Q1: 40,000 shares; 2022Q2: 39,000 shares; 2022Q3: 39,000 shares; 2022Q4: 38,500 shares 38,500 $4.72K <0.01% -500