SCHD 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: restricted; 2021Q2: restricted; 2021Q3: 236,184 shares; 2021Q4: 256,650 shares; 2022Q1: 272,188 shares; 2022Q2: not reported; 2022Q3: 303,114 shares; 2022Q4: 313,316 shares 313,316 $23.7M 3.93% +10,202 Timeline SCHB 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: restricted; 2021Q2: restricted; 2021Q3: 298,555 shares; 2021Q4: 295,983 shares; 2022Q1: 568,450 shares; 2022Q2: not reported; 2022Q3: 527,071 shares; 2022Q4: 518,775 shares 518,775 $23.2M 3.86% -8,296 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: restricted; 2021Q2: restricted; 2021Q3: 170,832 shares; 2021Q4: 169,498 shares; 2022Q1: 169,769 shares; 2022Q2: 170,086 shares; 2022Q3: 170,483 shares; 2022Q4: 170,937 shares 170,937 $22.2M 3.69% +454 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: restricted; 2021Q2: restricted; 2021Q3: 73,786 shares; 2021Q4: 85,338 shares; 2022Q1: 116,950 shares; 2022Q2: not reported; 2022Q3: 274,168 shares; 2022Q4: 323,189 shares 323,189 $17.6M 2.92% +49,021 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 314,403 shares; 2021Q4: 373,540 shares; 2022Q1: 402,249 shares; 2022Q2: not reported; 2022Q3: 424,539 shares; 2022Q4: 359,987 shares 359,987 $16.8M 2.79% -64,552 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: restricted; 2021Q2: restricted; 2021Q3: 277,014 shares; 2021Q4: 263,641 shares; 2022Q1: 249,228 shares; 2022Q2: not reported; 2022Q3: 234,096 shares; 2022Q4: 228,527 shares 228,527 $16.5M 2.73% -5,569 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: restricted; 2021Q2: restricted; 2021Q3: 108,931 shares; 2021Q4: 114,696 shares; 2022Q1: 121,525 shares; 2022Q2: not reported; 2022Q3: 134,834 shares; 2022Q4: 136,020 shares 136,020 $14.7M 2.44% +1,186 Timeline SCHZ 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: restricted; 2021Q2: restricted; 2021Q3: 277,993 shares; 2021Q4: 269,678 shares; 2022Q1: 267,751 shares; 2022Q2: not reported; 2022Q3: 265,417 shares; 2022Q4: 267,654 shares 267,654 $12.2M 2.03% +2,237 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: restricted; 2021Q2: restricted; 2021Q3: 137,152 shares; 2021Q4: 135,778 shares; 2022Q1: 132,005 shares; 2022Q2: not reported; 2022Q3: 126,742 shares; 2022Q4: 127,170 shares 127,170 $12M 2% +428 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 203,576 shares; 2021Q4: 176,349 shares; 2022Q1: 171,676 shares; 2022Q2: not reported; 2022Q3: 163,364 shares; 2022Q4: 150,101 shares 150,101 $11.3M 1.87% -13,263 Timeline RSP 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: restricted; 2021Q2: restricted; 2021Q3: 77,284 shares; 2021Q4: 76,619 shares; 2022Q1: 73,650 shares; 2022Q2: not reported; 2022Q3: 69,305 shares; 2022Q4: 68,523 shares 68,523 $9.68M 1.61% -782 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: restricted; 2021Q2: restricted; 2021Q3: 40,798 shares; 2021Q4: 41,414 shares; 2022Q1: 39,544 shares; 2022Q2: not reported; 2022Q3: 39,364 shares; 2022Q4: 39,392 shares 39,392 $9.45M 1.57% +28 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: restricted; 2021Q2: restricted; 2021Q3: 92,326 shares; 2021Q4: 91,503 shares; 2022Q1: 76,533 shares; 2022Q2: not reported; 2022Q3: 75,129 shares; 2022Q4: 74,184 shares 74,184 $9.23M 1.53% -945 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: restricted; 2021Q2: restricted; 2021Q3: 49,534 shares; 2021Q4: 48,739 shares; 2022Q1: 48,920 shares; 2022Q2: not reported; 2022Q3: 51,267 shares; 2022Q4: 51,284 shares 51,284 $9.06M 1.5% +17 Timeline SCHF 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: restricted; 2021Q2: restricted; 2021Q3: 307,988 shares; 2021Q4: 304,858 shares; 2022Q1: 322,920 shares; 2022Q2: not reported; 2022Q3: 287,654 shares; 2022Q4: 275,362 shares 275,362 $8.87M 1.47% -12,292 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: restricted; 2021Q2: restricted; 2021Q3: 23,802 shares; 2021Q4: 24,117 shares; 2022Q1: 23,726 shares; 2022Q2: not reported; 2022Q3: 72,255 shares; 2022Q4: 71,931 shares 71,931 $8.86M 1.47% -324 Timeline COWZ 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,682 shares; 2022Q2: not reported; 2022Q3: 159,682 shares; 2022Q4: 178,313 shares 178,313 $8.25M 1.37% +18,631 Timeline RPG 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: restricted; 2021Q2: restricted; 2021Q3: 64,897 shares; 2021Q4: 62,379 shares; 2022Q1: 59,002 shares; 2022Q2: not reported; 2022Q3: 54,548 shares; 2022Q4: 53,081 shares 53,081 $8.05M 1.34% -1,467 Timeline SCHM 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: restricted; 2021Q2: restricted; 2021Q3: 93,932 shares; 2021Q4: 95,434 shares; 2022Q1: 92,957 shares; 2022Q2: not reported; 2022Q3: 95,323 shares; 2022Q4: 99,312 shares 99,312 $6.52M 1.08% +3,989 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: restricted; 2021Q2: restricted; 2021Q3: 34,982 shares; 2021Q4: 34,753 shares; 2022Q1: 34,214 shares; 2022Q2: not reported; 2022Q3: 33,547 shares; 2022Q4: 33,431 shares 33,431 $6.04M 1% -116 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: restricted; 2021Q2: restricted; 2021Q3: 42,807 shares; 2021Q4: 43,624 shares; 2022Q1: 40,251 shares; 2022Q2: not reported; 2022Q3: 37,686 shares; 2022Q4: 37,229 shares 37,229 $5.65M 0.94% -457 Timeline FNDX 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: restricted; 2021Q2: restricted; 2021Q3: 97,998 shares; 2021Q4: 95,128 shares; 2022Q1: 101,714 shares; 2022Q2: not reported; 2022Q3: 101,609 shares; 2022Q4: 102,482 shares 102,482 $5.48M 0.91% +873 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,930 shares; 2021Q4: 16,756 shares; 2022Q1: 38,545 shares; 2022Q2: not reported; 2022Q3: 22,675 shares; 2022Q4: 31,999 shares 31,999 $5.43M 0.9% +9,324 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 92,367 shares; 2021Q4: 91,637 shares; 2022Q1: 93,094 shares; 2022Q2: not reported; 2022Q3: 86,705 shares; 2022Q4: 90,233 shares 90,233 $5.22M 0.87% +3,528 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: restricted; 2021Q2: restricted; 2021Q3: 23,212 shares; 2021Q4: 23,891 shares; 2022Q1: 22,669 shares; 2022Q2: not reported; 2022Q3: 24,243 shares; 2022Q4: 24,193 shares 24,193 $5.16M 0.86% -50 Timeline LBAY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,488 shares; 2022Q2: not reported; 2022Q3: 106,593 shares; 2022Q4: 169,216 shares 169,216 $4.97M 0.82% +62,623 Timeline UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 8,824 shares; 2022Q1: 12,816 shares; 2022Q2: not reported; 2022Q3: 173,996 shares; 2022Q4: 176,398 shares 176,398 $4.91M 0.81% +2,402 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 134,163 shares; 2021Q4: 115,065 shares; 2022Q1: 114,479 shares; 2022Q2: not reported; 2022Q3: 81,671 shares; 2022Q4: 70,424 shares 70,424 $4.48M 0.74% -11,247 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,816 shares; 2021Q4: 10,477 shares; 2022Q1: 10,102 shares; 2022Q2: not reported; 2022Q3: 30,706 shares; 2022Q4: 30,706 shares 30,706 $4.41M 0.73% 0 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 66,179 shares; 2022Q4: 159,459 shares 159,459 $4.07M 0.68% +93,280 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 32,762 shares; 2022Q4: 38,092 shares 38,092 $3.97M 0.66% +5,330 Timeline SCHJ 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: restricted; 2021Q2: restricted; 2021Q3: 102,367 shares; 2021Q4: 99,108 shares; 2022Q1: 98,444 shares; 2022Q2: not reported; 2022Q3: 96,483 shares; 2022Q4: 84,645 shares 84,645 $3.97M 0.66% -11,838 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: restricted; 2021Q2: restricted; 2021Q3: 23,611 shares; 2021Q4: 24,476 shares; 2022Q1: 25,492 shares; 2022Q2: 24,000 shares; 2022Q3: 23,944 shares; 2022Q4: 24,010 shares 24,010 $3.88M 0.64% +66 Timeline VYMI 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: restricted; 2021Q2: restricted; 2021Q3: 9,828 shares; 2021Q4: 32,456 shares; 2022Q1: 64,371 shares; 2022Q2: not reported; 2022Q3: 79,074 shares; 2022Q4: 64,952 shares 64,952 $3.87M 0.64% -14,122 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 210,508 shares; 2021Q4: 235,099 shares; 2022Q1: 237,929 shares; 2022Q2: not reported; 2022Q3: 225,576 shares; 2022Q4: 197,162 shares 197,162 $3.82M 0.63% -28,414 Timeline BTAL AGF INVTS TR More: the full row for AGF INVTS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 14,394 shares; 2022Q2: 113,083 shares; 2022Q3: 150,700 shares; 2022Q4: 177,575 shares 177,575 $3.77M 0.63% +26,875 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 85,684 shares; 2021Q4: 85,534 shares; 2022Q1: 84,738 shares; 2022Q2: 81,600 shares; 2022Q3: 82,450 shares; 2022Q4: 82,925 shares 82,925 $3.64M 0.6% +475 Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 67,661 shares; 2022Q4: 118,747 shares 118,747 $3.61M 0.6% +51,086 Timeline SCHY 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: restricted; 2021Q2: restricted; 2021Q3: 98,150 shares; 2021Q4: 120,328 shares; 2022Q1: 132,436 shares; 2022Q2: not reported; 2022Q3: 161,699 shares; 2022Q4: 155,886 shares 155,886 $3.49M 0.58% -5,813 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: restricted; 2021Q2: restricted; 2021Q3: 29,352 shares; 2021Q4: 28,905 shares; 2022Q1: 28,809 shares; 2022Q2: not reported; 2022Q3: 28,725 shares; 2022Q4: 28,784 shares 28,784 $3.47M 0.58% +59 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 36,769 shares; 2022Q4: 113,933 shares 113,933 $3.43M 0.57% +77,164 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,319 shares; 2022Q2: not reported; 2022Q3: 14,324 shares; 2022Q4: 32,663 shares 32,663 $3.4M 0.57% +18,339 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 19,510 shares; 2022Q1: 62,883 shares; 2022Q2: not reported; 2022Q3: 90,235 shares; 2022Q4: 81,685 shares 81,685 $3.34M 0.55% -8,550 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,581 shares; 2021Q4: 12,741 shares; 2022Q1: 14,475 shares; 2022Q2: not reported; 2022Q3: 15,957 shares; 2022Q4: 15,657 shares 15,657 $3.25M 0.54% -300 Timeline SCHG 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: restricted; 2021Q2: restricted; 2021Q3: 28,318 shares; 2021Q4: 28,819 shares; 2022Q1: 55,553 shares; 2022Q2: not reported; 2022Q3: 55,098 shares; 2022Q4: 57,441 shares 57,441 $3.19M 0.53% +2,343 Timeline ALTL 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 5,411 shares; 2022Q1: 110,385 shares; 2022Q2: not reported; 2022Q3: 97,608 shares; 2022Q4: 76,237 shares 76,237 $3.08M 0.51% -21,371 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: restricted; 2021Q2: restricted; 2021Q3: 16,308 shares; 2021Q4: 16,573 shares; 2022Q1: 17,221 shares; 2022Q2: not reported; 2022Q3: 20,994 shares; 2022Q4: 21,112 shares 21,112 $2.83M 0.47% +118 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: restricted; 2021Q2: restricted; 2021Q3: 45,951 shares; 2021Q4: 44,824 shares; 2022Q1: 43,587 shares; 2022Q2: not reported; 2022Q3: 43,065 shares; 2022Q4: 42,708 shares 42,708 $2.75M 0.46% -357 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: restricted; 2021Q2: restricted; 2021Q3: 18,298 shares; 2021Q4: 22,085 shares; 2022Q1: 17,169 shares; 2022Q2: not reported; 2022Q3: 15,757 shares; 2022Q4: 25,981 shares 25,981 $2.74M 0.46% +10,224 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: restricted; 2021Q2: restricted; 2021Q3: 6,028 shares; 2021Q4: 5,998 shares; 2022Q1: 6,290 shares; 2022Q2: not reported; 2022Q3: 6,841 shares; 2022Q4: 7,074 shares 7,074 $2.71M 0.45% +233 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 70,712 shares; 2021Q4: 65,102 shares; 2022Q1: 59,500 shares; 2022Q2: not reported; 2022Q3: 87,398 shares; 2022Q4: 55,764 shares 55,764 $2.64M 0.44% -31,634 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: restricted; 2021Q2: restricted; 2021Q3: 60,485 shares; 2021Q4: 55,532 shares; 2022Q1: 57,203 shares; 2022Q2: not reported; 2022Q3: 70,104 shares; 2022Q4: 66,640 shares 66,640 $2.63M 0.44% -3,464 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: restricted; 2021Q2: restricted; 2021Q3: 1,594 shares; 2021Q4: 1,642 shares; 2022Q1: 1,697 shares; 2022Q2: 1,552 shares; 2022Q3: 31,118 shares; 2022Q4: 29,046 shares 29,046 $2.58M 0.43% -2,072 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,470 shares; 2021Q4: 19,773 shares; 2022Q1: 19,791 shares; 2022Q2: not reported; 2022Q3: 19,756 shares; 2022Q4: 19,682 shares 19,682 $2.55M 0.42% -74 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29,034 shares; 2021Q4: 29,103 shares; 2022Q1: 31,421 shares; 2022Q2: 32,181 shares; 2022Q3: 32,773 shares; 2022Q4: 34,209 shares 34,209 $2.54M 0.42% +1,436 Timeline BAB 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 105,821 shares; 2021Q4: 113,851 shares; 2022Q1: 118,077 shares; 2022Q2: not reported; 2022Q3: 149,825 shares; 2022Q4: 97,175 shares 97,175 $2.5M 0.41% -52,650 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: restricted; 2021Q2: restricted; 2021Q3: 1,342 shares; 2021Q4: 1,418 shares; 2022Q1: 1,459 shares; 2022Q2: 30,735 shares; 2022Q3: 31,776 shares; 2022Q4: 29,682 shares 29,682 $2.49M 0.41% -2,094 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: restricted; 2021Q2: restricted; 2021Q3: 31,339 shares; 2021Q4: 28,859 shares; 2022Q1: 27,530 shares; 2022Q2: not reported; 2022Q3: 25,368 shares; 2022Q4: 24,933 shares 24,933 $2.45M 0.41% -435 Timeline SCHV 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: restricted; 2021Q2: restricted; 2021Q3: 36,212 shares; 2021Q4: 36,407 shares; 2022Q1: 36,914 shares; 2022Q2: not reported; 2022Q3: 36,843 shares; 2022Q4: 36,815 shares 36,815 $2.43M 0.4% -28 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 48,200 shares 48,200 $2.43M 0.4% new Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29,695 shares; 2021Q4: 30,064 shares; 2022Q1: 27,882 shares; 2022Q2: not reported; 2022Q3: 28,555 shares; 2022Q4: 28,576 shares 28,576 $2.43M 0.4% +21 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,371 shares; 2021Q4: 1,395 shares; 2022Q1: 1,335 shares; 2022Q2: 1,353 shares; 2022Q3: 27,674 shares; 2022Q4: 27,154 shares 27,154 $2.4M 0.4% -520 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: restricted; 2021Q2: restricted; 2021Q3: 90,525 shares; 2021Q4: 100,644 shares; 2022Q1: 68,495 shares; 2022Q2: not reported; 2022Q3: 69,965 shares; 2022Q4: 69,837 shares 69,837 $2.39M 0.4% -128 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: restricted; 2021Q2: restricted; 2021Q3: 6,708 shares; 2021Q4: 6,709 shares; 2022Q1: 7,056 shares; 2022Q2: not reported; 2022Q3: 7,563 shares; 2022Q4: 7,487 shares 7,487 $2.36M 0.39% -76 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 26,953 shares; 2021Q4: 36,255 shares; 2022Q1: 36,360 shares; 2022Q2: not reported; 2022Q3: 35,462 shares; 2022Q4: 33,241 shares 33,241 $2.31M 0.38% -2,221 Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 93,340 shares; 2022Q4: 104,967 shares 104,967 $2.29M 0.38% +11,627 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35,934 shares; 2021Q4: 35,381 shares; 2022Q1: 34,202 shares; 2022Q2: not reported; 2022Q3: 33,643 shares; 2022Q4: 33,713 shares 33,713 $2.27M 0.38% +70 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: restricted; 2021Q2: restricted; 2021Q3: 45,306 shares; 2021Q4: 29,433 shares; 2022Q1: 43,876 shares; 2022Q2: not reported; 2022Q3: 37,073 shares; 2022Q4: 32,144 shares 32,144 $2.27M 0.38% -4,929 Timeline GAA CAMBRIA ETF TR More: the full row for CAMBRIA ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 89,459 shares; 2021Q4: 89,374 shares; 2022Q1: 90,199 shares; 2022Q2: 95,883 shares; 2022Q3: 89,085 shares; 2022Q4: 83,542 shares 83,542 $2.25M 0.37% -5,543 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: restricted; 2021Q2: restricted; 2021Q3: 11,431 shares; 2021Q4: 11,614 shares; 2022Q1: 11,579 shares; 2022Q2: not reported; 2022Q3: 11,396 shares; 2022Q4: 11,619 shares 11,619 $2.22M 0.37% +223 Timeline JEPQ 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,296 shares; 2022Q4: 50,492 shares 50,492 $2.06M 0.34% +29,196 Timeline FNDA 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: restricted; 2021Q2: restricted; 2021Q3: 46,974 shares; 2021Q4: 46,649 shares; 2022Q1: 45,182 shares; 2022Q2: not reported; 2022Q3: 42,869 shares; 2022Q4: 42,313 shares 42,313 $1.98M 0.33% -556 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,000 shares; 2021Q4: 10,093 shares; 2022Q1: 10,093 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares 10,000 $1.97M 0.33% 0 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: restricted; 2021Q2: restricted; 2021Q3: 10,672 shares; 2021Q4: 10,533 shares; 2022Q1: 11,794 shares; 2022Q2: not reported; 2022Q3: 12,726 shares; 2022Q4: 13,852 shares 13,852 $1.94M 0.32% +1,126 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 31,769 shares; 2021Q4: 35,832 shares; 2022Q1: 34,905 shares; 2022Q2: not reported; 2022Q3: 27,827 shares; 2022Q4: 25,818 shares 25,818 $1.92M 0.32% -2,009 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,640 shares; 2021Q4: 4,430 shares; 2022Q1: 4,377 shares; 2022Q2: not reported; 2022Q3: 4,303 shares; 2022Q4: 4,320 shares 4,320 $1.91M 0.32% +17 Timeline RSPS 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: restricted; 2021Q2: restricted; 2021Q3: 12,910 shares; 2021Q4: 11,623 shares; 2022Q1: 11,278 shares; 2022Q2: not reported; 2022Q3: 11,172 shares; 2022Q4: 11,186 shares 11,186 $1.91M 0.32% +14 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,000 shares; 2021Q4: 9,000 shares; 2022Q1: 8,231 shares; 2022Q2: not reported; 2022Q3: 8,231 shares; 2022Q4: 8,231 shares 8,231 $1.9M 0.32% 0 ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,453 shares; 2021Q4: 7,665 shares; 2022Q1: 7,145 shares; 2022Q2: 7,206 shares; 2022Q3: 7,123 shares; 2022Q4: 7,084 shares 7,084 $1.89M 0.31% -39 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 54,668 shares; 2021Q4: 64,104 shares; 2022Q1: 76,689 shares; 2022Q2: not reported; 2022Q3: 80,376 shares; 2022Q4: 87,536 shares 87,536 $1.84M 0.3% +7,160 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: restricted; 2021Q2: restricted; 2021Q3: 21,166 shares; 2021Q4: 20,732 shares; 2022Q1: 20,592 shares; 2022Q2: not reported; 2022Q3: 16,023 shares; 2022Q4: 16,154 shares 16,154 $1.79M 0.3% +131 Timeline PNOV INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 58,946 shares 58,946 $1.78M 0.3% new 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: restricted; 2021Q2: restricted; 2021Q3: 14,761 shares; 2021Q4: 11,135 shares; 2022Q1: 10,336 shares; 2022Q2: not reported; 2022Q3: 12,728 shares; 2022Q4: 13,084 shares 13,084 $1.78M 0.3% +356 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 56,357 shares; 2021Q4: 67,210 shares; 2022Q1: 69,552 shares; 2022Q2: not reported; 2022Q3: 65,811 shares; 2022Q4: 52,136 shares 52,136 $1.76M 0.29% -13,675 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: restricted; 2021Q2: restricted; 2021Q3: 3,579 shares; 2021Q4: 3,756 shares; 2022Q1: 3,506 shares; 2022Q2: 3,602 shares; 2022Q3: 3,773 shares; 2022Q4: 3,820 shares 3,820 $1.74M 0.29% +47 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,811 shares; 2021Q4: 9,643 shares; 2022Q1: 10,896 shares; 2022Q2: not reported; 2022Q3: 12,275 shares; 2022Q4: 12,271 shares 12,271 $1.73M 0.29% -4 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: restricted; 2021Q2: restricted; 2021Q3: 20,549 shares; 2021Q4: 24,421 shares; 2022Q1: 27,173 shares; 2022Q2: 26,303 shares; 2022Q3: 27,221 shares; 2022Q4: 26,993 shares 26,993 $1.72M 0.28% -228 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 23,879 shares; 2021Q4: 20,456 shares; 2022Q1: 20,824 shares; 2022Q2: not reported; 2022Q3: 23,550 shares; 2022Q4: 21,945 shares 21,945 $1.65M 0.27% -1,605 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,445 shares; 2021Q4: 16,281 shares; 2022Q1: 16,293 shares; 2022Q2: not reported; 2022Q3: 16,112 shares; 2022Q4: 15,995 shares 15,995 $1.65M 0.27% -117 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 14,461 shares; 2022Q2: not reported; 2022Q3: 22,316 shares; 2022Q4: 19,806 shares 19,806 $1.61M 0.27% -2,510 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: restricted; 2021Q2: restricted; 2021Q3: 14,586 shares; 2021Q4: 13,473 shares; 2022Q1: 13,853 shares; 2022Q2: not reported; 2022Q3: 14,833 shares; 2022Q4: 13,292 shares 13,292 $1.6M 0.27% -1,541 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: restricted; 2021Q2: restricted; 2021Q3: 20,569 shares; 2021Q4: 17,297 shares; 2022Q1: 15,852 shares; 2022Q2: not reported; 2022Q3: 13,779 shares; 2022Q4: 14,243 shares 14,243 $1.57M 0.26% +464 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,944 shares; 2021Q4: 20,364 shares; 2022Q1: 19,388 shares; 2022Q2: not reported; 2022Q3: 18,601 shares; 2022Q4: 18,621 shares 18,621 $1.56M 0.26% +20 Timeline UFOX ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 62,783 shares; 2021Q4: 70,863 shares; 2022Q1: 71,706 shares; 2022Q2: not reported; 2022Q3: 71,422 shares; 2022Q4: 52,072 shares 52,072 $1.56M 0.26% -19,350 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: restricted; 2021Q2: restricted; 2021Q3: 9,781 shares; 2021Q4: 10,016 shares; 2022Q1: 10,367 shares; 2022Q2: not reported; 2022Q3: 10,281 shares; 2022Q4: 10,148 shares 10,148 $1.54M 0.26% -133 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: restricted; 2021Q2: restricted; 2021Q3: 4,731 shares; 2021Q4: 4,713 shares; 2022Q1: 5,643 shares; 2022Q2: 6,241 shares; 2022Q3: 6,479 shares; 2022Q4: 6,366 shares 6,366 $1.53M 0.25% -113 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 62,759 shares; 2021Q4: 63,147 shares; 2022Q1: 59,798 shares; 2022Q2: not reported; 2022Q3: 56,086 shares; 2022Q4: 49,783 shares 49,783 $1.52M 0.25% -6,303 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: restricted; 2021Q2: restricted; 2021Q3: 25,275 shares; 2021Q4: 25,432 shares; 2022Q1: 25,256 shares; 2022Q2: not reported; 2022Q3: 27,965 shares; 2022Q4: 29,501 shares 29,501 $1.51M 0.25% +1,536 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,517 shares; 2022Q4: 29,868 shares 29,868 $1.5M 0.25% +19,351 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,003 shares; 2021Q4: 1,003 shares; 2022Q1: 1,003 shares; 2022Q2: not reported; 2022Q3: 1,017 shares; 2022Q4: 1,018 shares 1,018 $1.47M 0.24% +1 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: restricted; 2021Q2: restricted; 2021Q3: 6,703 shares; 2021Q4: 7,055 shares; 2022Q1: 6,639 shares; 2022Q2: 6,615 shares; 2022Q3: 6,658 shares; 2022Q4: 7,985 shares 7,985 $1.43M 0.24% +1,327 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: restricted; 2021Q2: restricted; 2021Q3: 9,537 shares; 2021Q4: 9,527 shares; 2022Q1: 9,055 shares; 2022Q2: not reported; 2022Q3: 7,991 shares; 2022Q4: 8,020 shares 8,020 $1.39M 0.23% +29 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: restricted; 2021Q2: restricted; 2021Q3: 9,267 shares; 2021Q4: 8,977 shares; 2022Q1: 8,447 shares; 2022Q2: not reported; 2022Q3: 8,629 shares; 2022Q4: 8,618 shares 8,618 $1.37M 0.23% -11 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 47,917 shares; 2022Q4: 47,917 shares 47,917 $1.36M 0.23% 0 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: restricted; 2021Q2: restricted; 2021Q3: 5,628 shares; 2021Q4: 9,187 shares; 2022Q1: 26,958 shares; 2022Q2: not reported; 2022Q3: 8,267 shares; 2022Q4: 18,191 shares 18,191 $1.36M 0.23% +9,924 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,592 shares; 2021Q4: 10,362 shares; 2022Q1: 10,837 shares; 2022Q2: not reported; 2022Q3: 12,425 shares; 2022Q4: 12,192 shares 12,192 $1.34M 0.22% -233 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: restricted; 2021Q2: restricted; 2021Q3: 10,661 shares; 2021Q4: 11,103 shares; 2022Q1: 11,710 shares; 2022Q2: not reported; 2022Q3: 22,053 shares; 2022Q4: 31,796 shares 31,796 $1.33M 0.22% +9,743 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,445 shares; 2021Q4: 6,569 shares; 2022Q1: 6,362 shares; 2022Q2: not reported; 2022Q3: 6,303 shares; 2022Q4: 6,022 shares 6,022 $1.29M 0.21% -281 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 100,691 shares; 2021Q4: not reported; 2022Q1: 200,836 shares; 2022Q2: not reported; 2022Q3: 200,736 shares; 2022Q4: 200,936 shares 200,936 $1.29M 0.21% +200 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 34,891 shares; 2021Q4: 36,221 shares; 2022Q1: 35,480 shares; 2022Q2: not reported; 2022Q3: 33,274 shares; 2022Q4: 26,034 shares 26,034 $1.28M 0.21% -7,240 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,685 shares; 2021Q4: 16,545 shares; 2022Q1: 16,545 shares; 2022Q2: not reported; 2022Q3: 16,251 shares; 2022Q4: 16,251 shares 16,251 $1.28M 0.21% 0 Timeline VO 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: restricted; 2021Q2: restricted; 2021Q3: 7,273 shares; 2021Q4: 7,927 shares; 2022Q1: 7,696 shares; 2022Q2: not reported; 2022Q3: 7,384 shares; 2022Q4: 6,192 shares 6,192 $1.26M 0.21% -1,192 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,823 shares; 2021Q4: 24,845 shares; 2022Q1: 24,846 shares; 2022Q2: not reported; 2022Q3: 27,759 shares; 2022Q4: 27,795 shares 27,795 $1.25M 0.21% +36 Timeline GRID 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: restricted; 2021Q2: restricted; 2021Q3: 7,199 shares; 2021Q4: 14,072 shares; 2022Q1: 14,805 shares; 2022Q2: not reported; 2022Q3: 15,036 shares; 2022Q4: 14,240 shares 14,240 $1.24M 0.21% -796 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 45,542 shares; 2021Q4: 59,287 shares; 2022Q1: 20,180 shares; 2022Q2: 20,149 shares; 2022Q3: 20,149 shares; 2022Q4: 18,145 shares 18,145 $1.23M 0.2% -2,004 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29,059 shares; 2021Q4: 33,635 shares; 2022Q1: 33,777 shares; 2022Q2: not reported; 2022Q3: 26,584 shares; 2022Q4: 26,265 shares 26,265 $1.23M 0.2% -319 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 34,041 shares; 2021Q4: 34,014 shares; 2022Q1: 33,983 shares; 2022Q2: 35,205 shares; 2022Q3: 38,190 shares; 2022Q4: 37,009 shares 37,009 $1.23M 0.2% -1,181 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 41,998 shares; 2021Q4: 41,845 shares; 2022Q1: 41,841 shares; 2022Q2: not reported; 2022Q3: 50,437 shares; 2022Q4: 50,386 shares 50,386 $1.2M 0.2% -51 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 23,337 shares; 2021Q4: 24,505 shares; 2022Q1: 23,868 shares; 2022Q2: not reported; 2022Q3: 22,795 shares; 2022Q4: 18,179 shares 18,179 $1.2M 0.2% -4,616 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,015 shares; 2021Q4: 11,172 shares; 2022Q1: 10,124 shares; 2022Q2: 10,166 shares; 2022Q3: 10,485 shares; 2022Q4: 10,681 shares 10,681 $1.17M 0.19% +196 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: restricted; 2021Q2: restricted; 2021Q3: 3,608 shares; 2021Q4: 3,611 shares; 2022Q1: 3,774 shares; 2022Q2: not reported; 2022Q3: 4,283 shares; 2022Q4: 4,436 shares 4,436 $1.17M 0.19% +153 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,570 shares; 2021Q4: 19,725 shares; 2022Q1: 38,660 shares; 2022Q2: not reported; 2022Q3: 47,890 shares; 2022Q4: 56,924 shares 56,924 $1.17M 0.19% +9,034 RSPT 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: restricted; 2021Q2: restricted; 2021Q3: 5,752 shares; 2021Q4: 5,551 shares; 2022Q1: 4,721 shares; 2022Q2: not reported; 2022Q3: 4,724 shares; 2022Q4: 4,726 shares 4,726 $1.15M 0.19% +2 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: restricted; 2021Q2: restricted; 2021Q3: 5,311 shares; 2021Q4: 5,897 shares; 2022Q1: 4,686 shares; 2022Q2: not reported; 2022Q3: 4,322 shares; 2022Q4: 4,308 shares 4,308 $1.15M 0.19% -14 Timeline SCHO 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: restricted; 2021Q2: restricted; 2021Q3: 50,046 shares; 2021Q4: 42,590 shares; 2022Q1: 38,021 shares; 2022Q2: not reported; 2022Q3: 31,324 shares; 2022Q4: 23,629 shares 23,629 $1.14M 0.19% -7,695 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: restricted; 2021Q2: restricted; 2021Q3: 3,396 shares; 2021Q4: 3,897 shares; 2022Q1: 3,376 shares; 2022Q2: not reported; 2022Q3: 3,296 shares; 2022Q4: 3,372 shares 3,372 $1.12M 0.19% +76 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 234,093 shares; 2021Q4: 234,472 shares; 2022Q1: 158,832 shares; 2022Q2: 83,180 shares; 2022Q3: 57,502 shares; 2022Q4: 44,698 shares 44,698 $1.09M 0.18% -12,804 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,486 shares; 2021Q4: 24,504 shares; 2022Q1: 22,692 shares; 2022Q2: not reported; 2022Q3: 22,721 shares; 2022Q4: 22,736 shares 22,736 $1.09M 0.18% +15 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,077 shares; 2021Q4: 19,146 shares; 2022Q1: 18,634 shares; 2022Q2: not reported; 2022Q3: 17,201 shares; 2022Q4: 16,412 shares 16,412 $1.08M 0.18% -789 Timeline LTCH LATCH INC COM More: the full row for LATCH INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 790,000 shares; 2021Q4: 1,500,000 shares; 2022Q1: 1,500,000 shares; 2022Q2: not reported; 2022Q3: 1,500,000 shares; 2022Q4: 1,500,000 shares 1,500,000 $1.06M 0.18% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,445 shares; 2021Q4: 12,262 shares; 2022Q1: 12,313 shares; 2022Q2: not reported; 2022Q3: 12,046 shares; 2022Q4: 11,149 shares 11,149 $1.04M 0.17% -897 Timeline BUFB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 29,807 shares; 2022Q4: 44,364 shares 44,364 $1.02M 0.17% +14,557 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: restricted; 2021Q2: restricted; 2021Q3: 895 shares; 2021Q4: 896 shares; 2022Q1: 813 shares; 2022Q2: not reported; 2022Q3: 1,961 shares; 2022Q4: 2,643 shares 2,643 $1.02M 0.17% +682 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,182 shares; 2021Q4: 55,484 shares; 2022Q1: 43,723 shares; 2022Q2: not reported; 2022Q3: 15,139 shares; 2022Q4: 9,441 shares 9,441 $1M 0.17% -5,698 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,525 shares; 2021Q4: 6,525 shares; 2022Q1: 6,525 shares; 2022Q2: not reported; 2022Q3: 6,554 shares; 2022Q4: 6,554 shares 6,554 $994K 0.16% 0 Timeline NUDM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 9,660 shares; 2022Q2: not reported; 2022Q3: 32,667 shares; 2022Q4: 38,446 shares 38,446 $992K 0.16% +5,779 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,215 shares; 2021Q4: 8,417 shares; 2022Q1: 8,185 shares; 2022Q2: not reported; 2022Q3: 12,695 shares; 2022Q4: 20,266 shares 20,266 $991K 0.16% +7,571 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 25,833 shares; 2021Q4: 25,850 shares; 2022Q1: 26,003 shares; 2022Q2: not reported; 2022Q3: 24,970 shares; 2022Q4: 19,659 shares 19,659 $986K 0.16% -5,311 Timeline PSEP INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 33,177 shares; 2022Q4: 33,177 shares 33,177 $971K 0.16% 0 Timeline NULV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,845 shares; 2021Q4: 20,679 shares; 2022Q1: 20,926 shares; 2022Q2: not reported; 2022Q3: 27,113 shares; 2022Q4: 27,890 shares 27,890 $955K 0.16% +777 Timeline SCHP 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: restricted; 2021Q2: restricted; 2021Q3: 4,841 shares; 2021Q4: 29,199 shares; 2022Q1: 36,917 shares; 2022Q2: not reported; 2022Q3: 26,978 shares; 2022Q4: 18,428 shares 18,428 $954K 0.16% -8,550 Timeline SCHE 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: restricted; 2021Q2: restricted; 2021Q3: 74,382 shares; 2021Q4: 36,063 shares; 2022Q1: 34,113 shares; 2022Q2: not reported; 2022Q3: 39,233 shares; 2022Q4: 40,301 shares 40,301 $954K 0.16% +1,068 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40,112 shares; 2021Q4: 40,319 shares; 2022Q1: 37,689 shares; 2022Q2: not reported; 2022Q3: 35,561 shares; 2022Q4: 35,105 shares 35,105 $928K 0.15% -456 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 28,119 shares; 2021Q4: 27,879 shares; 2022Q1: 27,881 shares; 2022Q2: not reported; 2022Q3: 31,357 shares; 2022Q4: 30,920 shares 30,920 $903K 0.15% -437 Timeline VOE 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: restricted; 2021Q2: restricted; 2021Q3: 7,056 shares; 2021Q4: 7,056 shares; 2022Q1: 6,657 shares; 2022Q2: not reported; 2022Q3: 6,657 shares; 2022Q4: 6,657 shares 6,657 $900K 0.15% 0 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: restricted; 2021Q2: restricted; 2021Q3: 5,958 shares; 2021Q4: 5,824 shares; 2022Q1: 5,486 shares; 2022Q2: 5,654 shares; 2022Q3: 5,816 shares; 2022Q4: 6,339 shares 6,339 $899K 0.15% +523 Timeline DESKTOP METAL INC DESKTOP METAL INC More: the full row for DESKTOP METAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 100,000 shares; 2021Q4: 480,000 shares; 2022Q1: 480,000 shares; 2022Q2: not reported; 2022Q3: 650,000 shares; 2022Q4: 650,000 shares 650,000 $884K 0.15% 0 CGW 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,649 shares; 2021Q4: 20,254 shares; 2022Q1: 20,640 shares; 2022Q2: not reported; 2022Q3: 19,955 shares; 2022Q4: 18,898 shares 18,898 $881K 0.15% -1,057 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,136 shares; 2021Q4: 11,463 shares; 2022Q1: 9,863 shares; 2022Q2: not reported; 2022Q3: 9,674 shares; 2022Q4: 9,547 shares 9,547 $866K 0.14% -127 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,366 shares; 2021Q4: 10,715 shares; 2022Q1: 13,754 shares; 2022Q2: not reported; 2022Q3: 11,604 shares; 2022Q4: 14,135 shares 14,135 $866K 0.14% +2,531 Timeline SOUTH JERSEY INDUSTRIES INC SOUTH JERSEY INDUSTRIES INC More: the full row for SOUTH JERSEY INDUSTRIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,111 shares; 2021Q4: 10,125 shares; 2022Q1: 9,995 shares; 2022Q2: not reported; 2022Q3: 25,509 shares; 2022Q4: 23,909 shares 23,909 $849K 0.14% -1,600 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: restricted; 2021Q2: restricted; 2021Q3: 9,460 shares; 2021Q4: 9,566 shares; 2022Q1: 10,346 shares; 2022Q2: not reported; 2022Q3: 10,793 shares; 2022Q4: 9,661 shares 9,661 $839K 0.14% -1,132 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,800 shares; 2021Q4: 1,785 shares; 2022Q1: 1,764 shares; 2022Q2: not reported; 2022Q3: 2,342 shares; 2022Q4: 2,384 shares 2,384 $837K 0.14% +42 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,996 shares; 2021Q4: 14,171 shares; 2022Q1: 12,220 shares; 2022Q2: not reported; 2022Q3: 11,981 shares; 2022Q4: 11,606 shares 11,606 $834K 0.14% -375 Timeline FNDF 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: restricted; 2021Q2: restricted; 2021Q3: 34,703 shares; 2021Q4: 33,822 shares; 2022Q1: 34,362 shares; 2022Q2: not reported; 2022Q3: 33,898 shares; 2022Q4: 28,431 shares 28,431 $826K 0.14% -5,467 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 29,407 shares; 2022Q2: not reported; 2022Q3: 14,863 shares; 2022Q4: 7,192 shares 7,192 $826K 0.14% -7,671 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: restricted; 2021Q2: restricted; 2021Q3: 40,611 shares; 2021Q4: 34,706 shares; 2022Q1: 23,875 shares; 2022Q2: not reported; 2022Q3: 7,965 shares; 2022Q4: 9,128 shares 9,128 $798K 0.13% +1,163 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,139 shares; 2021Q4: 7,043 shares; 2022Q1: 8,836 shares; 2022Q2: not reported; 2022Q3: 9,500 shares; 2022Q4: 9,679 shares 9,679 $791K 0.13% +179 Timeline PGF 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: restricted; 2021Q2: restricted; 2021Q3: 76,518 shares; 2021Q4: 76,524 shares; 2022Q1: 75,459 shares; 2022Q2: not reported; 2022Q3: 77,714 shares; 2022Q4: 54,483 shares 54,483 $785K 0.13% -23,231 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,531 shares; 2022Q1: 3,625 shares; 2022Q2: 6,274 shares; 2022Q3: 6,098 shares; 2022Q4: 8,198 shares 8,198 $781K 0.13% +2,100 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 737 shares; 2022Q1: 1,863 shares; 2022Q2: not reported; 2022Q3: 2,162 shares; 2022Q4: 2,133 shares 2,133 $780K 0.13% -29 Timeline RFG 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: restricted; 2021Q2: restricted; 2021Q3: 4,965 shares; 2021Q4: 4,965 shares; 2022Q1: 4,523 shares; 2022Q2: not reported; 2022Q3: 4,347 shares; 2022Q4: 4,297 shares 4,297 $770K 0.13% -50 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: restricted; 2021Q2: restricted; 2021Q3: 2,002 shares; 2021Q4: 2,139 shares; 2022Q1: 2,223 shares; 2022Q2: not reported; 2022Q3: 2,332 shares; 2022Q4: 2,157 shares 2,157 $750K 0.12% -175 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,640 shares; 2021Q4: 2,640 shares; 2022Q1: 2,590 shares; 2022Q2: 2,668 shares; 2022Q3: 2,761 shares; 2022Q4: 2,849 shares 2,849 $748K 0.12% +88 Timeline BGRN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,528 shares; 2021Q4: 18,762 shares; 2022Q1: 18,420 shares; 2022Q2: not reported; 2022Q3: 16,092 shares; 2022Q4: 16,251 shares 16,251 $747K 0.12% +159 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,221 shares; 2021Q4: 4,233 shares; 2022Q1: 4,248 shares; 2022Q2: not reported; 2022Q3: 4,190 shares; 2022Q4: 4,192 shares 4,192 $747K 0.12% +2 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,815 shares; 2021Q4: 2,815 shares; 2022Q1: 3,605 shares; 2022Q2: not reported; 2022Q3: 3,576 shares; 2022Q4: 3,582 shares 3,582 $742K 0.12% +6 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,251 shares; 2021Q4: 14,341 shares; 2022Q1: 3,461 shares; 2022Q2: 3,385 shares; 2022Q3: 3,124 shares; 2022Q4: 3,100 shares 3,100 $740K 0.12% -24 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,118 shares; 2021Q4: 9,001 shares; 2022Q1: 9,947 shares; 2022Q2: not reported; 2022Q3: 10,063 shares; 2022Q4: 7,451 shares 7,451 $722K 0.12% -2,612 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: restricted; 2021Q2: restricted; 2021Q3: 9,855 shares; 2021Q4: 9,861 shares; 2022Q1: 9,863 shares; 2022Q2: not reported; 2022Q3: 9,659 shares; 2022Q4: 9,671 shares 9,671 $720K 0.12% +12 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,122 shares; 2022Q4: 7,538 shares 7,538 $716K 0.12% +2,416 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: restricted; 2021Q2: restricted; 2021Q3: 23,007 shares; 2021Q4: 26,270 shares; 2022Q1: 18,638 shares; 2022Q2: 34,335 shares; 2022Q3: 33,223 shares; 2022Q4: 38,290 shares 38,290 $705K 0.12% +5,067 Timeline SCHX 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: restricted; 2021Q2: restricted; 2021Q3: 6,274 shares; 2021Q4: 6,566 shares; 2022Q1: 14,192 shares; 2022Q2: not reported; 2022Q3: 14,715 shares; 2022Q4: 15,460 shares 15,460 $698K 0.12% +745 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,655 shares; 2021Q4: 4,663 shares; 2022Q1: 4,671 shares; 2022Q2: not reported; 2022Q3: 4,424 shares; 2022Q4: 4,416 shares 4,416 $698K 0.12% -8 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,388 shares; 2021Q4: 5,306 shares; 2022Q1: 5,149 shares; 2022Q2: 5,143 shares; 2022Q3: 4,585 shares; 2022Q4: 4,549 shares 4,549 $693K 0.12% -36 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,716 shares; 2022Q3: 10,716 shares; 2022Q4: 10,716 shares 10,716 $684K 0.11% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,961 shares; 2021Q4: 4,740 shares; 2022Q1: 3,719 shares; 2022Q2: not reported; 2022Q3: 3,936 shares; 2022Q4: 3,873 shares 3,873 $675K 0.11% -63 Timeline BIL 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,343 shares 7,343 $672K 0.11% new Timeline PINK SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 24,182 shares 24,182 $643K 0.11% 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: restricted; 2021Q2: restricted; 2021Q3: 4,229 shares; 2021Q4: 4,630 shares; 2022Q1: 4,099 shares; 2022Q2: not reported; 2022Q3: 3,981 shares; 2022Q4: 4,364 shares 4,364 $638K 0.11% +383 Timeline CPTL GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 25,281 shares; 2021Q4: 25,281 shares; 2022Q1: 24,371 shares; 2022Q2: not reported; 2022Q3: 24,379 shares; 2022Q4: 22,586 shares 22,586 $625K 0.1% -1,793 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,629 shares; 2021Q4: 1,619 shares; 2022Q1: 1,531 shares; 2022Q2: not reported; 2022Q3: 1,279 shares; 2022Q4: 1,280 shares 1,280 $623K 0.1% +1 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,052 shares; 2021Q4: 11,052 shares; 2022Q1: 19,112 shares; 2022Q2: 19,341 shares; 2022Q3: 19,341 shares; 2022Q4: 19,387 shares 19,387 $619K 0.1% +46 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,194 shares; 2021Q4: 6,809 shares; 2022Q1: 6,359 shares; 2022Q2: not reported; 2022Q3: 6,229 shares; 2022Q4: 6,229 shares 6,229 $616K 0.1% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 17,669 shares; 2022Q4: 24,179 shares 24,179 $615K 0.1% +6,510 Timeline FNDC 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: restricted; 2021Q2: restricted; 2021Q3: 34,246 shares; 2021Q4: 29,755 shares; 2022Q1: 24,138 shares; 2022Q2: not reported; 2022Q3: 23,526 shares; 2022Q4: 19,306 shares 19,306 $604K 0.1% -4,220 Timeline BUFF INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,141 shares; 2022Q4: 17,249 shares 17,249 $593K 0.1% +5,108 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,980 shares; 2021Q4: 4,585 shares; 2022Q1: 4,331 shares; 2022Q2: not reported; 2022Q3: 4,491 shares; 2022Q4: 4,462 shares 4,462 $592K 0.1% -29 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,839 shares; 2021Q4: 7,744 shares; 2022Q1: 7,653 shares; 2022Q2: 7,772 shares; 2022Q3: 9,261 shares; 2022Q4: 8,205 shares 8,205 $590K 0.1% -1,056 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,980 shares; 2021Q4: 4,289 shares; 2022Q1: 4,274 shares; 2022Q2: not reported; 2022Q3: 5,223 shares; 2022Q4: 5,019 shares 5,019 $587K 0.1% -204 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,380 shares; 2021Q4: 2,711 shares; 2022Q1: 2,967 shares; 2022Q2: 2,389 shares; 2022Q3: 1,856 shares; 2022Q4: 1,843 shares 1,843 $568K 0.09% -13 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: restricted; 2021Q2: restricted; 2021Q3: 957 shares; 2021Q4: 978 shares; 2022Q1: 1,036 shares; 2022Q2: not reported; 2022Q3: 1,099 shares; 2022Q4: 1,067 shares 1,067 $566K 0.09% -32 Timeline PDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 18,799 shares 18,799 $562K 0.09% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,618 shares; 2022Q2: 1,871 shares; 2022Q3: 1,871 shares; 2022Q4: 1,871 shares 1,871 $562K 0.09% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,771 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,929 shares; 2022Q4: 16,290 shares 16,290 $557K 0.09% +4,361 Timeline HNDL STRATEGY SHS More: the full row for STRATEGY SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 34,604 shares; 2022Q1: 33,507 shares; 2022Q2: not reported; 2022Q3: 30,301 shares; 2022Q4: 28,429 shares 28,429 $557K 0.09% -1,872 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,300 shares; 2022Q2: not reported; 2022Q3: 2,459 shares; 2022Q4: 2,577 shares 2,577 $552K 0.09% +118 Timeline BDEC INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,193 shares 17,193 $549K 0.09% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,143 shares 3,143 $547K 0.09% new Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,155 shares; 2021Q4: 3,480 shares; 2022Q1: 3,869 shares; 2022Q2: not reported; 2022Q3: 3,675 shares; 2022Q4: 3,143 shares 3,143 $544K 0.09% -532 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 33,687 shares; 2021Q4: 29,232 shares; 2022Q1: 27,061 shares; 2022Q2: 19,034 shares; 2022Q3: 17,030 shares; 2022Q4: 15,564 shares 15,564 $544K 0.09% -1,466 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: restricted; 2021Q2: restricted; 2021Q3: 5,723 shares; 2021Q4: 5,845 shares; 2022Q1: 6,138 shares; 2022Q2: not reported; 2022Q3: 7,214 shares; 2022Q4: 6,491 shares 6,491 $544K 0.09% -723 Timeline RSPF 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: restricted; 2021Q2: restricted; 2021Q3: 10,129 shares; 2021Q4: 10,584 shares; 2022Q1: 9,538 shares; 2022Q2: not reported; 2022Q3: 9,556 shares; 2022Q4: 9,562 shares 9,562 $539K 0.09% +6 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: restricted; 2021Q2: restricted; 2021Q3: 26,566 shares; 2021Q4: 25,251 shares; 2022Q1: 23,802 shares; 2022Q2: not reported; 2022Q3: 14,781 shares; 2022Q4: 10,162 shares 10,162 $534K 0.09% -4,619 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,029 shares; 2021Q4: 9,901 shares; 2022Q1: 10,129 shares; 2022Q2: 10,982 shares; 2022Q3: 10,953 shares; 2022Q4: 11,191 shares 11,191 $533K 0.09% +238 Timeline INVESTMENT MANAGERS SER TR I INVESTMENT MANAGERS SER TR I More: the full row for INVESTMENT MANAGERS SER TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,496 shares; 2022Q2: not reported; 2022Q3: 17,716 shares; 2022Q4: 19,371 shares 19,371 $525K 0.09% +1,655 MONEYGRAM INTL INC MONEYGRAM INTL INC More: the full row for MONEYGRAM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,011 shares; 2022Q2: not reported; 2022Q3: 75,794 shares; 2022Q4: 48,076 shares 48,076 $524K 0.09% -27,718 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: restricted; 2021Q2: restricted; 2021Q3: 6,591 shares; 2021Q4: 6,774 shares; 2022Q1: 13,173 shares; 2022Q2: not reported; 2022Q3: 14,164 shares; 2022Q4: 12,886 shares 12,886 $522K 0.09% -1,278 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,078 shares; 2022Q2: not reported; 2022Q3: 3,946 shares; 2022Q4: 7,184 shares 7,184 $513K 0.09% +3,238 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,711 shares; 2021Q4: 2,711 shares; 2022Q1: 2,231 shares; 2022Q2: not reported; 2022Q3: 2,597 shares; 2022Q4: 2,574 shares 2,574 $513K 0.09% -23 Timeline PJUL INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 16,877 shares; 2022Q4: 16,877 shares 16,877 $510K 0.08% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,089 shares; 2021Q4: 6,126 shares; 2022Q1: 7,560 shares; 2022Q2: not reported; 2022Q3: 7,687 shares; 2022Q4: 7,622 shares 7,622 $508K 0.08% -65 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares 10,000 $490K 0.08% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,800 shares; 2021Q4: 7,800 shares; 2022Q1: 16,113 shares; 2022Q2: 15,606 shares; 2022Q3: 15,606 shares; 2022Q4: 15,523 shares 15,523 $481K 0.08% -83 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: restricted; 2021Q2: restricted; 2021Q3: 14,983 shares; 2021Q4: 17,201 shares; 2022Q1: 13,311 shares; 2022Q2: not reported; 2022Q3: 3,952 shares; 2022Q4: 3,702 shares 3,702 $478K 0.08% -250 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: restricted; 2021Q2: restricted; 2021Q3: 4,048 shares; 2021Q4: 4,052 shares; 2022Q1: 4,054 shares; 2022Q2: not reported; 2022Q3: 4,515 shares; 2022Q4: 4,726 shares 4,726 $477K 0.08% +211 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,942 shares; 2021Q4: 6,159 shares; 2022Q1: 7,349 shares; 2022Q2: 8,054 shares; 2022Q3: 7,774 shares; 2022Q4: 5,517 shares 5,517 $472K 0.08% -2,257 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,774 shares; 2021Q4: 6,775 shares; 2022Q1: 5,900 shares; 2022Q2: not reported; 2022Q3: 5,900 shares; 2022Q4: 5,694 shares 5,694 $469K 0.08% -206 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,552 shares; 2021Q4: 4,351 shares; 2022Q1: 4,351 shares; 2022Q2: not reported; 2022Q3: 6,341 shares; 2022Q4: 7,972 shares 7,972 $466K 0.08% +1,631 Timeline FV 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: restricted; 2021Q2: restricted; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares; 2022Q2: not reported; 2022Q3: 10,000 shares; 2022Q4: 10,000 shares 10,000 $466K 0.08% 0 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,549 shares; 2021Q4: 4,753 shares; 2022Q1: 4,352 shares; 2022Q2: not reported; 2022Q3: 4,555 shares; 2022Q4: 4,554 shares 4,554 $461K 0.08% -1 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: restricted; 2021Q2: restricted; 2021Q3: 6,871 shares; 2021Q4: 6,446 shares; 2022Q1: 7,629 shares; 2022Q2: not reported; 2022Q3: 7,360 shares; 2022Q4: 7,186 shares 7,186 $441K 0.07% -174 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 50,983 shares; 2022Q1: 21,922 shares; 2022Q2: not reported; 2022Q3: 13,593 shares; 2022Q4: 12,726 shares 12,726 $439K 0.07% -867 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,864 shares; 2021Q4: 18,615 shares; 2022Q1: 16,093 shares; 2022Q2: not reported; 2022Q3: 13,676 shares; 2022Q4: 13,285 shares 13,285 $437K 0.07% -391 Timeline ULST SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,235 shares; 2021Q4: 10,823 shares; 2022Q1: 10,772 shares; 2022Q2: not reported; 2022Q3: 10,772 shares; 2022Q4: 10,772 shares 10,772 $431K 0.07% 0 Timeline VB 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: restricted; 2021Q2: restricted; 2021Q3: 2,007 shares; 2021Q4: 2,130 shares; 2022Q1: 1,967 shares; 2022Q2: not reported; 2022Q3: 1,978 shares; 2022Q4: 2,317 shares 2,317 $425K 0.07% +339 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,325 shares; 2022Q2: not reported; 2022Q3: 18,325 shares; 2022Q4: 18,325 shares 18,325 $425K 0.07% 0 Timeline SDY 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: restricted; 2021Q2: restricted; 2021Q3: 3,760 shares; 2021Q4: 3,762 shares; 2022Q1: 3,462 shares; 2022Q2: not reported; 2022Q3: 3,392 shares; 2022Q4: 3,382 shares 3,382 $423K 0.07% -10 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,287 shares; 2021Q4: 3,287 shares; 2022Q1: 5,452 shares; 2022Q2: not reported; 2022Q3: 6,340 shares; 2022Q4: 6,424 shares 6,424 $422K 0.07% +84 Timeline CALF 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,939 shares; 2022Q4: 11,298 shares 11,298 $406K 0.07% +2,359 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: restricted; 2021Q2: restricted; 2021Q3: 6,752 shares; 2021Q4: 6,677 shares; 2022Q1: 6,679 shares; 2022Q2: not reported; 2022Q3: 6,791 shares; 2022Q4: 6,723 shares 6,723 $406K 0.07% -68 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,705 shares; 2021Q4: 1,703 shares; 2022Q1: 2,216 shares; 2022Q2: not reported; 2022Q3: 1,935 shares; 2022Q4: 1,930 shares 1,930 $402K 0.07% -5 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,706 shares; 2021Q4: 1,706 shares; 2022Q1: 1,706 shares; 2022Q2: not reported; 2022Q3: 1,709 shares; 2022Q4: 1,706 shares 1,706 $402K 0.07% -3 IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,640 shares; 2021Q4: 19,175 shares; 2022Q1: 34,240 shares; 2022Q2: not reported; 2022Q3: 11,685 shares; 2022Q4: 4,180 shares 4,180 $400K 0.07% -7,505 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,584 shares; 2021Q4: 2,584 shares; 2022Q1: 2,584 shares; 2022Q2: not reported; 2022Q3: 2,954 shares; 2022Q4: 2,954 shares 2,954 $400K 0.07% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 726 shares; 2021Q4: 860 shares; 2022Q1: 888 shares; 2022Q2: not reported; 2022Q3: 977 shares; 2022Q4: 1,235 shares 1,235 $394K 0.07% +258 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: restricted; 2021Q2: restricted; 2021Q3: 1,726 shares; 2021Q4: 1,640 shares; 2022Q1: 1,620 shares; 2022Q2: not reported; 2022Q3: 1,613 shares; 2022Q4: 1,613 shares 1,613 $390K 0.06% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,844 shares; 2022Q4: 1,844 shares 1,844 $389K 0.06% 0 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: restricted; 2021Q2: restricted; 2021Q3: 5,004 shares; 2021Q4: 5,016 shares; 2022Q1: 4,814 shares; 2022Q2: not reported; 2022Q3: 4,722 shares; 2022Q4: 4,561 shares 4,561 $387K 0.06% -161 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,725 shares; 2022Q2: 12,725 shares; 2022Q3: 12,725 shares; 2022Q4: 12,725 shares 12,725 $380K 0.06% 0 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 213,271 shares; 2021Q4: 127,967 shares; 2022Q1: 30,000 shares; 2022Q2: not reported; 2022Q3: 18,003 shares; 2022Q4: 16,638 shares 16,638 $376K 0.06% -1,365 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,498 shares; 2021Q4: 5,099 shares; 2022Q1: 4,600 shares; 2022Q2: not reported; 2022Q3: 4,701 shares; 2022Q4: 4,707 shares 4,707 $375K 0.06% +6 Timeline PAWZ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,319 shares; 2021Q4: 10,244 shares; 2022Q1: 10,115 shares; 2022Q2: not reported; 2022Q3: 9,675 shares; 2022Q4: 7,849 shares 7,849 $370K 0.06% -1,826 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: not reported; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares 2,000 $368K 0.06% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,476 shares; 2021Q4: 3,545 shares; 2022Q1: 3,868 shares; 2022Q2: 3,844 shares; 2022Q3: 3,848 shares; 2022Q4: 3,851 shares 3,851 $366K 0.06% +3 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,846 shares; 2021Q4: 4,811 shares; 2022Q1: 4,792 shares; 2022Q2: not reported; 2022Q3: 4,892 shares; 2022Q4: 4,899 shares 4,899 $365K 0.06% +7 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: restricted; 2021Q2: restricted; 2021Q3: 4,362 shares; 2021Q4: 4,343 shares; 2022Q1: 5,020 shares; 2022Q2: not reported; 2022Q3: 5,137 shares; 2022Q4: 5,107 shares 5,107 $361K 0.06% -30 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 519 shares; 2021Q4: 519 shares; 2022Q1: 466 shares; 2022Q2: 482 shares; 2022Q3: 513 shares; 2022Q4: 506 shares 506 $359K 0.06% -7 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,202 shares 3,202 $358K 0.06% new Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,741 shares; 2021Q4: 6,106 shares; 2022Q1: 5,836 shares; 2022Q2: not reported; 2022Q3: 5,841 shares; 2022Q4: 5,510 shares 5,510 $357K 0.06% -331 Timeline BMAY INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,168 shares; 2022Q4: 12,168 shares 12,168 $353K 0.06% 0 Timeline CTA SIMPLIFY EXCHANGE TRADED FUN More: the full row for SIMPLIFY EXCHANGE TRADED FUN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 24,120 shares; 2022Q4: 13,366 shares 13,366 $348K 0.06% -10,754 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,448 shares; 2021Q4: 1,448 shares; 2022Q1: 1,448 shares; 2022Q2: 1,519 shares; 2022Q3: 1,519 shares; 2022Q4: 1,515 shares 1,515 $334K 0.06% -4 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 400 shares; 2022Q2: not reported; 2022Q3: 460 shares; 2022Q4: 592 shares 592 $326K 0.05% +132 Timeline ARKF 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: restricted; 2021Q2: restricted; 2021Q3: 41,538 shares; 2021Q4: 36,162 shares; 2022Q1: 31,760 shares; 2022Q2: 29,754 shares; 2022Q3: 26,691 shares; 2022Q4: 22,844 shares 22,844 $326K 0.05% -3,847 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,403 shares; 2021Q4: 4,403 shares; 2022Q1: 4,403 shares; 2022Q2: 4,459 shares; 2022Q3: 4,459 shares; 2022Q4: 4,459 shares 4,459 $321K 0.05% 0 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,053 shares; 2021Q4: 1,053 shares; 2022Q1: 1,053 shares; 2022Q2: not reported; 2022Q3: 1,053 shares; 2022Q4: 1,286 shares 1,286 $319K 0.05% +233 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,136 shares; 2021Q4: 501 shares; 2022Q1: 498 shares; 2022Q2: 737 shares; 2022Q3: 875 shares; 2022Q4: 935 shares 935 $315K 0.05% +60 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 12,572 shares; 2022Q4: 15,601 shares 15,601 $314K 0.05% +3,029 PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,289 shares; 2022Q2: not reported; 2022Q3: 2,202 shares; 2022Q4: 2,202 shares 2,202 $314K 0.05% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 952 shares; 2022Q1: 904 shares; 2022Q2: 936 shares; 2022Q3: 941 shares; 2022Q4: 941 shares 941 $312K 0.05% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,952 shares; 2022Q2: not reported; 2022Q3: 2,426 shares; 2022Q4: 2,221 shares 2,221 $311K 0.05% -205 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,400 shares; 2022Q2: 3,400 shares; 2022Q3: 3,400 shares; 2022Q4: 3,400 shares 3,400 $309K 0.05% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,579 shares; 2021Q4: 6,385 shares; 2022Q1: 6,233 shares; 2022Q2: 6,468 shares; 2022Q3: 6,576 shares; 2022Q4: 6,599 shares 6,599 $302K 0.05% +23 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,194 shares; 2021Q4: 10,815 shares; 2022Q1: 7,790 shares; 2022Q2: not reported; 2022Q3: 3,079 shares; 2022Q4: 3,024 shares 3,024 $300K 0.05% -55 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 875 shares; 2022Q1: 675 shares; 2022Q2: not reported; 2022Q3: 2,025 shares; 2022Q4: 2,139 shares 2,139 $298K 0.05% +114 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,669 shares; 2021Q4: 6,044 shares; 2022Q1: 5,125 shares; 2022Q2: not reported; 2022Q3: 4,432 shares; 2022Q4: 4,015 shares 4,015 $296K 0.05% -417 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: restricted; 2021Q2: restricted; 2021Q3: 2,688 shares; 2021Q4: 2,690 shares; 2022Q1: 2,831 shares; 2022Q2: not reported; 2022Q3: 2,821 shares; 2022Q4: 3,519 shares 3,519 $287K 0.05% +698 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 720 shares; 2021Q4: 558 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 682 shares; 2022Q4: 820 shares 820 $282K 0.05% +138 Timeline CET CENTRAL SECS CORP More: the full row for CENTRAL SECS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,428 shares; 2021Q4: 8,428 shares; 2022Q1: 8,428 shares; 2022Q2: 8,428 shares; 2022Q3: 8,428 shares; 2022Q4: 8,428 shares 8,428 $281K 0.05% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 617 shares; 2021Q4: 681 shares; 2022Q1: 682 shares; 2022Q2: not reported; 2022Q3: 722 shares; 2022Q4: 721 shares 721 $281K 0.05% -1 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,624 shares; 2021Q4: 1,576 shares; 2022Q1: 1,526 shares; 2022Q2: 1,561 shares; 2022Q3: 1,563 shares; 2022Q4: 1,899 shares 1,899 $281K 0.05% +336 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 667 shares; 2021Q4: 749 shares; 2022Q1: 852 shares; 2022Q2: not reported; 2022Q3: 967 shares; 2022Q4: 951 shares 951 $280K 0.05% -16 Timeline SCHL SCHOLASTIC CORP More: the full row for SCHOLASTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,092 shares; 2022Q2: not reported; 2022Q3: 7,092 shares; 2022Q4: 7,092 shares 7,092 $280K 0.05% 0 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,335 shares; 2021Q4: 5,335 shares; 2022Q1: 5,491 shares; 2022Q2: not reported; 2022Q3: 4,579 shares; 2022Q4: 4,485 shares 4,485 $279K 0.05% -94 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: restricted; 2021Q2: restricted; 2021Q3: 4,327 shares; 2021Q4: 3,566 shares; 2022Q1: 2,969 shares; 2022Q2: 2,649 shares; 2022Q3: 2,567 shares; 2022Q4: 2,311 shares 2,311 $277K 0.05% -256 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,103 shares; 2021Q4: 6,146 shares; 2022Q1: 5,468 shares; 2022Q2: 5,103 shares; 2022Q3: 5,103 shares; 2022Q4: 4,944 shares 4,944 $273K 0.05% -159 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,016 shares; 2022Q1: 3,179 shares; 2022Q2: not reported; 2022Q3: 3,685 shares; 2022Q4: 3,252 shares 3,252 $272K 0.05% -433 Timeline SJB PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 14,837 shares; 2022Q4: 14,127 shares 14,127 $268K 0.04% -710 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; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 4,781 shares; 2022Q1: 3,706 shares; 2022Q2: not reported; 2022Q3: 3,942 shares; 2022Q4: 4,178 shares 4,178 $267K 0.04% +236 Timeline LGLV 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: restricted; 2021Q2: restricted; 2021Q3: 1,973 shares; 2021Q4: 1,974 shares; 2022Q1: 1,952 shares; 2022Q2: not reported; 2022Q3: 1,929 shares; 2022Q4: 1,930 shares 1,930 $262K 0.04% +1 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: restricted; 2021Q2: restricted; 2021Q3: 1,040 shares; 2021Q4: 1,017 shares; 2022Q1: 1,017 shares; 2022Q2: not reported; 2022Q3: 1,055 shares; 2022Q4: 1,055 shares 1,055 $260K 0.04% 0 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: restricted; 2021Q2: restricted; 2021Q3: 1,642 shares; 2021Q4: 1,825 shares; 2022Q1: 1,678 shares; 2022Q2: not reported; 2022Q3: 1,842 shares; 2022Q4: 1,738 shares 1,738 $259K 0.04% -104 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,360 shares; 2021Q4: 11,810 shares; 2022Q1: 10,153 shares; 2022Q2: not reported; 2022Q3: 9,018 shares; 2022Q4: 8,599 shares 8,599 $259K 0.04% -419 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 991 shares; 2022Q2: not reported; 2022Q3: 997 shares; 2022Q4: 997 shares 997 $257K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,660 shares; 2021Q4: 1,378 shares; 2022Q1: 1,130 shares; 2022Q2: 1,337 shares; 2022Q3: 1,257 shares; 2022Q4: 1,210 shares 1,210 $256K 0.04% -47 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,380 shares; 2021Q4: 11,377 shares; 2022Q1: 7,663 shares; 2022Q2: not reported; 2022Q3: 4,963 shares; 2022Q4: 5,088 shares 5,088 $256K 0.04% +125 AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 454 shares; 2021Q4: 454 shares; 2022Q1: 434 shares; 2022Q2: 462 shares; 2022Q3: 471 shares; 2022Q4: 456 shares 456 $255K 0.04% -15 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,971 shares; 2021Q4: 9,918 shares; 2022Q1: 9,943 shares; 2022Q2: not reported; 2022Q3: 10,290 shares; 2022Q4: 10,481 shares 10,481 $253K 0.04% +191 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,650 shares; 2021Q4: 3,650 shares; 2022Q1: 3,650 shares; 2022Q2: not reported; 2022Q3: 3,650 shares; 2022Q4: 3,650 shares 3,650 $249K 0.04% 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: restricted; 2021Q2: restricted; 2021Q3: 3,878 shares; 2021Q4: 3,879 shares; 2022Q1: 3,483 shares; 2022Q2: not reported; 2022Q3: 3,149 shares; 2022Q4: 3,149 shares 3,149 $245K 0.04% 0 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,856 shares; 2021Q4: 1,882 shares; 2022Q1: 1,838 shares; 2022Q2: 1,863 shares; 2022Q3: 1,769 shares; 2022Q4: 1,737 shares 1,737 $244K 0.04% -32 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,457 shares; 2021Q4: 2,903 shares; 2022Q1: 2,841 shares; 2022Q2: not reported; 2022Q3: 2,873 shares; 2022Q4: 2,873 shares 2,873 $239K 0.04% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 581 shares; 2021Q4: 357 shares; 2022Q1: 378 shares; 2022Q2: not reported; 2022Q3: 529 shares; 2022Q4: 616 shares 616 $239K 0.04% +87 Timeline RPV 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,866 shares; 2022Q2: not reported; 2022Q3: 3,215 shares; 2022Q4: 3,062 shares 3,062 $239K 0.04% -153 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: restricted; 2021Q2: restricted; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares; 2022Q2: not reported; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares 1,500 $236K 0.04% 0 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: restricted; 2021Q2: restricted; 2021Q3: 1,740 shares; 2021Q4: 3,179 shares; 2022Q1: 1,686 shares; 2022Q2: not reported; 2022Q3: 1,686 shares; 2022Q4: 1,686 shares 1,686 $234K 0.04% 0 Timeline OPEN OPENDOOR TECHNOLOGIES INC More: the full row for OPENDOOR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80,000 shares; 2021Q4: 200,000 shares; 2022Q1: 200,000 shares; 2022Q2: not reported; 2022Q3: 200,000 shares; 2022Q4: 200,000 shares 200,000 $232K 0.04% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,994 shares; 2021Q4: 3,420 shares; 2022Q1: 2,305 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,748 shares 2,748 $230K 0.04% new Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 37,378 shares; 2021Q4: 14,907 shares; 2022Q1: 5,509 shares; 2022Q2: not reported; 2022Q3: 2,941 shares; 2022Q4: 2,166 shares 2,166 $228K 0.04% -775 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,942 shares; 2021Q4: 2,756 shares; 2022Q1: 2,756 shares; 2022Q2: not reported; 2022Q3: 2,644 shares; 2022Q4: 2,644 shares 2,644 $228K 0.04% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,227 shares; 2021Q4: 1,547 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,455 shares 1,455 $228K 0.04% new Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,185 shares; 2021Q4: 9,500 shares; 2022Q1: 6,240 shares; 2022Q2: 6,300 shares; 2022Q3: 4,807 shares; 2022Q4: 4,095 shares 4,095 $227K 0.04% -712 Timeline BILS 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: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,260 shares 2,260 $224K 0.04% new Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 192,044 shares; 2021Q4: 107,959 shares; 2022Q1: 35,520 shares; 2022Q2: not reported; 2022Q3: 15,784 shares; 2022Q4: 14,951 shares 14,951 $221K 0.04% -833 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,175 shares; 2022Q2: not reported; 2022Q3: 10,224 shares; 2022Q4: 10,217 shares 10,217 $219K 0.04% -7 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,241 shares; 2021Q4: 3,191 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,535 shares 2,535 $218K 0.04% new Timeline KRANESHARES TRUST KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 60,220 shares; 2022Q1: 133,463 shares; 2022Q2: not reported; 2022Q3: 20,740 shares; 2022Q4: 14,430 shares 14,430 $217K 0.04% -6,310 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,700 shares; 2021Q4: 2,800 shares; 2022Q1: 2,700 shares; 2022Q2: not reported; 2022Q3: 2,752 shares; 2022Q4: 2,893 shares 2,893 $216K 0.04% +141 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,468 shares; 2021Q4: 3,468 shares; 2022Q1: 3,372 shares; 2022Q2: 3,072 shares; 2022Q3: not reported; 2022Q4: 3,172 shares 3,172 $215K 0.04% 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: restricted; 2021Q2: restricted; 2021Q3: 5,766 shares; 2021Q4: 4,370 shares; 2022Q1: 4,545 shares; 2022Q2: not reported; 2022Q3: 2,796 shares; 2022Q4: 2,726 shares 2,726 $211K 0.04% -70 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,915 shares; 2021Q4: 2,916 shares; 2022Q1: 2,512 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,513 shares 2,513 $208K 0.03% new 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: restricted; 2021Q2: restricted; 2021Q3: 1,819 shares; 2021Q4: 5,946 shares; 2022Q1: 1,217 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,085 shares 1,085 $207K 0.03% new Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,235 shares; 2022Q1: 1,235 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,385 shares 1,385 $206K 0.03% 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: restricted; 2021Q2: restricted; 2021Q3: 4,405 shares; 2021Q4: 4,422 shares; 2022Q1: 4,440 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 4,688 shares 4,688 $204K 0.03% new Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 45,258 shares; 2021Q4: 30,746 shares; 2022Q1: 4,331 shares; 2022Q2: not reported; 2022Q3: 12,792 shares; 2022Q4: 4,216 shares 4,216 $200K 0.03% -8,576 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 255 shares; 2021Q4: 211 shares; 2022Q1: 167 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 152 shares 152 $200K 0.03% new Timeline PROSHARES ULTRASHORT FTSE E… PROSHARES ULTRASHORT FTSE EUROPE More: the full row for PROSHARES ULTRASHORT FTSE EUROPE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,042 shares 10,042 $128K 0.02% new LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,263 shares; 2022Q4: 10,217 shares 10,217 $53.3K 0.01% -46 Timeline OPK OPKO HEALTH INC More: the full row for OPKO HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29,200 shares; 2021Q4: 29,200 shares; 2022Q1: 29,200 shares; 2022Q2: not reported; 2022Q3: 30,000 shares; 2022Q4: 34,500 shares 34,500 $43.1K 0.01% +4,500 Timeline FRBKQ REPUBLIC FIRST BANCORP INC More: the full row for REPUBLIC FIRST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,500 shares; 2021Q4: 14,500 shares; 2022Q1: 20,500 shares; 2022Q2: not reported; 2022Q3: 17,500 shares; 2022Q4: 17,500 shares 17,500 $37.6K 0.01% 0 Timeline SYNCHRONOSS TECHNOLOGIES INC SYNCHRONOSS TECHNOLOGIES INC More: the full row for SYNCHRONOSS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 35,000 shares 35,000 $21.6K <0.01% new