CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,139,185 shares; 2022Q4: 2,828,446 shares; 2023Q1: 2,636,501 shares; 2023Q2: 2,422,858 shares; 2023Q3: 2,635,775 shares 2,635,775 $72.7M 11.95% +212,917 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 456,224 shares; 2022Q4: 510,724 shares; 2023Q1: 637,698 shares; 2023Q2: 632,175 shares; 2023Q3: 633,017 shares 633,017 $40.7M 6.69% +842 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,344 shares; 2022Q4: 86,434 shares; 2023Q1: 44,910 shares; 2023Q2: 45,033 shares; 2023Q3: 65,030 shares 65,030 $27.8M 4.57% +19,997 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87,631 shares; 2022Q4: 82,274 shares; 2023Q1: 68,196 shares; 2023Q2: 68,040 shares; 2023Q3: 67,066 shares 67,066 $26.3M 4.33% -974 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 224,740 shares; 2022Q4: 222,327 shares; 2023Q1: 201,289 shares; 2023Q2: 200,815 shares; 2023Q3: 200,600 shares 200,600 $20.7M 3.41% -215 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,452 shares; 2022Q4: 7,214 shares; 2023Q1: 140,621 shares; 2023Q2: 146,268 shares; 2023Q3: 146,936 shares 146,936 $15.2M 2.5% +668 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 214,334 shares; 2022Q4: 220,659 shares; 2023Q1: 288,271 shares; 2023Q2: 283,360 shares; 2023Q3: 282,913 shares 282,913 $13.5M 2.21% -447 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 68,693 shares; 2022Q4: 68,548 shares; 2023Q1: 68,202 shares; 2023Q2: 72,231 shares; 2023Q3: 72,293 shares 72,293 $12.8M 2.1% +62 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69,318 shares; 2022Q4: 5,829 shares; 2023Q1: 10,921 shares; 2023Q2: 55,880 shares; 2023Q3: 58,506 shares 58,506 $10M 1.65% +2,626 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 141,606 shares; 2022Q4: 165,619 shares; 2023Q1: 11,757 shares; 2023Q2: 139,470 shares; 2023Q3: 139,625 shares 139,625 $9.62M 1.58% +155 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 97,310 shares; 2022Q4: 83,920 shares; 2023Q1: 84,140 shares; 2023Q2: 78,440 shares; 2023Q3: 78,027 shares 78,027 $9.17M 1.51% -413 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 98,548 shares; 2022Q4: 106,067 shares; 2023Q1: 104,841 shares; 2023Q2: 112,867 shares; 2023Q3: 115,651 shares 115,651 $9.04M 1.48% +2,784 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51,177 shares; 2022Q4: 49,827 shares; 2023Q1: 51,995 shares; 2023Q2: 52,782 shares; 2023Q3: 52,572 shares 52,572 $9M 1.48% -210 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,985 shares; 2022Q4: 31,320 shares; 2023Q1: 22,158 shares; 2023Q2: 20,978 shares; 2023Q3: 20,699 shares 20,699 $8.89M 1.46% -279 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 396,664 shares; 2022Q4: 396,664 shares; 2023Q1: 457,713 shares; 2023Q2: 457,713 shares; 2023Q3: 562,058 shares 562,058 $8.61M 1.41% +104,345 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,139 shares; 2022Q4: 23,081 shares; 2023Q1: 24,237 shares; 2023Q2: 21,507 shares; 2023Q3: 21,514 shares 21,514 $6.79M 1.12% +7 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49,738 shares; 2022Q4: 49,335 shares; 2023Q1: 50,446 shares; 2023Q2: 45,219 shares; 2023Q3: 44,927 shares 44,927 $6.52M 1.07% -292 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,735 shares; 2022Q4: 23,870 shares; 2023Q1: 24,240 shares; 2023Q2: 24,290 shares; 2023Q3: 24,175 shares 24,175 $6.5M 1.07% -115 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,177 shares; 2022Q4: 1,008 shares; 2023Q1: 61,553 shares; 2023Q2: 61,324 shares; 2023Q3: 62,328 shares 62,328 $6.36M 1.04% +1,004 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,207 shares; 2022Q4: 18,185 shares; 2023Q1: 18,879 shares; 2023Q2: 18,885 shares; 2023Q3: 18,948 shares 18,948 $5.82M 0.96% +63 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 234,403 shares; 2022Q4: 174,896 shares; 2023Q1: 237,486 shares; 2023Q2: 229,038 shares; 2023Q3: 229,005 shares 229,005 $5.82M 0.96% -33 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 104,509 shares; 2022Q4: 106,239 shares; 2023Q1: 109,561 shares; 2023Q2: 107,753 shares; 2023Q3: 106,481 shares 106,481 $5.72M 0.94% -1,272 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 76,992 shares; 2022Q4: 77,339 shares; 2023Q1: 78,304 shares; 2023Q2: 77,160 shares; 2023Q3: 73,655 shares 73,655 $5.65M 0.93% -3,505 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 65,309 shares; 2022Q4: 56,340 shares; 2023Q1: 57,108 shares; 2023Q2: 54,615 shares; 2023Q3: 54,367 shares 54,367 $5.6M 0.92% -248 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 132,480 shares; 2022Q4: 132,128 shares; 2023Q1: 135,745 shares; 2023Q2: 135,804 shares; 2023Q3: 136,249 shares 136,249 $5.57M 0.91% +445 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 29,947 shares; 2022Q4: 29,907 shares; 2023Q1: 31,235 shares; 2023Q2: 31,275 shares; 2023Q3: 31,075 shares 31,075 $5.56M 0.91% -200 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32,967 shares; 2022Q4: 33,129 shares; 2023Q1: 34,265 shares; 2023Q2: 34,358 shares; 2023Q3: 34,457 shares 34,457 $5.37M 0.88% +99 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,329 shares; 2022Q4: 12,550 shares; 2023Q1: 29,325 shares; 2023Q2: 28,351 shares; 2023Q3: 28,293 shares 28,293 $5.35M 0.88% -58 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,586 shares; 2022Q4: 11,663 shares; 2023Q1: 11,851 shares; 2023Q2: 11,956 shares; 2023Q3: 11,996 shares 11,996 $5.22M 0.86% +40 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,433 shares; 2022Q4: 13,569 shares; 2023Q1: 13,849 shares; 2023Q2: 12,090 shares; 2023Q3: 9,717 shares 9,717 $5.22M 0.86% -2,373 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,260 shares; 2022Q4: 19,415 shares; 2023Q1: 19,734 shares; 2023Q2: 19,538 shares; 2023Q3: 19,512 shares 19,512 $5.14M 0.84% -26 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63,137 shares; 2022Q4: 56,667 shares; 2023Q1: 57,058 shares; 2023Q2: 55,794 shares; 2023Q3: 56,045 shares 56,045 $5.12M 0.84% +251 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 38,717 shares; 2022Q4: 34,224 shares; 2023Q1: 33,693 shares; 2023Q2: 32,860 shares; 2023Q3: 29,410 shares 29,410 $4.96M 0.81% -3,450 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20,363 shares; 2022Q4: 17,752 shares; 2023Q1: 17,941 shares; 2023Q2: 17,576 shares; 2023Q3: 17,487 shares 17,487 $4.96M 0.81% -89 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,580 shares; 2022Q4: 9,594 shares; 2023Q1: 9,759 shares; 2023Q2: 9,788 shares; 2023Q3: 9,813 shares 9,813 $4.95M 0.81% +25 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 71,533 shares; 2022Q4: 71,979 shares; 2023Q1: 73,394 shares; 2023Q2: 73,518 shares; 2023Q3: 73,556 shares 73,556 $4.76M 0.78% +38 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120,234 shares; 2022Q4: 82,720 shares; 2023Q1: 82,978 shares; 2023Q2: 74,834 shares; 2023Q3: 73,190 shares 73,190 $4.75M 0.78% -1,644 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47,400 shares; 2022Q4: 47,729 shares; 2023Q1: 48,927 shares; 2023Q2: 49,057 shares; 2023Q3: 49,074 shares 49,074 $4.74M 0.78% +17 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,555 shares; 2022Q4: 30,818 shares; 2023Q1: 31,560 shares; 2023Q2: 31,564 shares; 2023Q3: 31,623 shares 31,623 $4.61M 0.76% +59 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 188,080 shares; 2022Q4: 2,378 shares; 2023Q1: 1,170 shares; 2023Q2: 1,129 shares; 2023Q3: 303,202 shares 303,202 $4.55M 0.75% +302,073 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,831 shares; 2022Q4: 11,144 shares; 2023Q1: 11,291 shares; 2023Q2: 11,097 shares; 2023Q3: 11,084 shares 11,084 $4.53M 0.74% -13 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,524 shares; 2022Q4: 27,401 shares; 2023Q1: 28,382 shares; 2023Q2: 28,322 shares; 2023Q3: 28,430 shares 28,430 $4.52M 0.74% +108 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,650 shares; 2022Q4: 25,891 shares; 2023Q1: 26,369 shares; 2023Q2: 26,356 shares; 2023Q3: 26,294 shares 26,294 $4.46M 0.73% -62 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,162 shares; 2022Q4: 27,402 shares; 2023Q1: 27,747 shares; 2023Q2: 27,466 shares; 2023Q3: 27,536 shares 27,536 $4.4M 0.72% +70 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54,458 shares; 2022Q4: 54,312 shares; 2023Q1: 55,296 shares; 2023Q2: 41,581 shares; 2023Q3: 41,301 shares 41,301 $4.37M 0.72% -280 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 27,408 shares; 2022Q4: 27,647 shares; 2023Q1: 28,188 shares; 2023Q2: 28,209 shares; 2023Q3: 28,265 shares 28,265 $4.31M 0.71% +56 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,800 shares; 2022Q4: 2,960 shares; 2023Q1: 24,755 shares; 2023Q2: 25,290 shares; 2023Q3: 132,065 shares 132,065 $4.28M 0.7% +106,775 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,838 shares; 2022Q4: 56,754 shares; 2023Q1: 52,266 shares; 2023Q2: 51,996 shares; 2023Q3: 52,060 shares 52,060 $4.25M 0.7% +64 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,224 shares; 2022Q4: 9,304 shares; 2023Q1: 9,577 shares; 2023Q2: 9,631 shares; 2023Q3: 9,660 shares 9,660 $4.22M 0.69% +29 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33,431 shares; 2022Q4: 33,349 shares; 2023Q1: 34,699 shares; 2023Q2: 34,974 shares; 2023Q3: 35,938 shares 35,938 $4.14M 0.68% +964 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,371 shares; 2022Q4: 19,363 shares; 2023Q1: 20,389 shares; 2023Q2: 20,410 shares; 2023Q3: 20,486 shares 20,486 $4.1M 0.67% +76 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,729 shares; 2022Q4: 25,712 shares; 2023Q1: 26,660 shares; 2023Q2: 26,730 shares; 2023Q3: 26,931 shares 26,931 $4.02M 0.66% +201 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,774 shares; 2022Q4: 12,079 shares; 2023Q1: 12,319 shares; 2023Q2: 12,317 shares; 2023Q3: 12,397 shares 12,397 $4.01M 0.66% +80 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54,658 shares; 2022Q4: 55,046 shares; 2023Q1: 55,763 shares; 2023Q2: 55,233 shares; 2023Q3: 55,470 shares 55,470 $3.99M 0.66% +237 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 45,483 shares; 2022Q4: 45,387 shares; 2023Q1: 47,355 shares; 2023Q2: 40,694 shares; 2023Q3: 40,980 shares 40,980 $3.97M 0.65% +286 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 31,353 shares; 2022Q4: 27,653 shares; 2023Q1: 28,332 shares; 2023Q2: 27,571 shares; 2023Q3: 27,045 shares 27,045 $3.9M 0.64% -526 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,179 shares; 2022Q4: 30,483 shares; 2023Q1: 31,268 shares; 2023Q2: 31,154 shares; 2023Q3: 31,352 shares 31,352 $3.79M 0.62% +198 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,070 shares; 2022Q4: 18,050 shares; 2023Q1: 18,762 shares; 2023Q2: 18,849 shares; 2023Q3: 19,005 shares 19,005 $3.74M 0.61% +156 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 53,897 shares; 2022Q4: 54,338 shares; 2023Q1: 55,619 shares; 2023Q2: 56,118 shares; 2023Q3: 56,537 shares 56,537 $3.73M 0.61% +419 Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128,270 shares; 2023Q2: 128,986 shares; 2023Q3: 130,655 shares 130,655 $3.63M 0.6% +1,669 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,438 shares; 2022Q4: 19,600 shares; 2023Q1: 20,275 shares; 2023Q2: 20,551 shares; 2023Q3: 20,733 shares 20,733 $3.61M 0.59% +182 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,339 shares; 2022Q4: 18,928 shares; 2023Q1: 19,040 shares; 2023Q2: 15,082 shares; 2023Q3: 15,092 shares 15,092 $3.48M 0.57% +10 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,988 shares; 2022Q4: 57,445 shares; 2023Q1: 58,981 shares; 2023Q2: 59,439 shares; 2023Q3: 59,987 shares 59,987 $3.44M 0.56% +548 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34,307 shares; 2022Q4: 19,258 shares; 2023Q1: 34,041 shares; 2023Q2: 34,864 shares; 2023Q3: 35,273 shares 35,273 $3.3M 0.54% +409 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 13,572 shares; 2023Q1: 14,375 shares; 2023Q2: 14,669 shares; 2023Q3: 14,873 shares 14,873 $3.29M 0.54% +204 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56,572 shares; 2022Q4: 56,859 shares; 2023Q1: 85,597 shares; 2023Q2: 106,779 shares; 2023Q3: 111,651 shares 111,651 $3.06M 0.5% +4,872 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 142,118 shares; 2022Q4: 142,118 shares; 2023Q1: 199,048 shares; 2023Q2: 199,048 shares; 2023Q3: 199,048 shares 199,048 $2.79M 0.46% 0 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 49,611 shares; 2023Q2: 47,150 shares; 2023Q3: 47,486 shares 47,486 $2.2M 0.36% +336 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,064 shares; 2022Q4: 30,085 shares; 2023Q1: 47,106 shares; 2023Q2: 56,210 shares; 2023Q3: 60,451 shares 60,451 $2.15M 0.35% +4,241 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 30,402 shares; 2022Q4: 29,529 shares; 2023Q1: 51,140 shares; 2023Q2: 48,367 shares; 2023Q3: 49,129 shares 49,129 $2.15M 0.35% +762 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 11,507 shares; 2022Q4: 11,507 shares; 2023Q1: 24,544 shares; 2023Q2: 24,544 shares; 2023Q3: 24,544 shares 24,544 $2.1M 0.35% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,774 shares; 2022Q4: 17,929 shares; 2023Q1: 18,504 shares; 2023Q2: 18,804 shares; 2023Q3: 19,526 shares 19,526 $2.07M 0.34% +722 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,166 shares; 2022Q4: 5,164 shares; 2023Q1: 5,173 shares; 2023Q2: 5,173 shares; 2023Q3: 5,173 shares 5,173 $2.05M 0.34% 0 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 99,818 shares; 2022Q4: 77,574 shares; 2023Q1: 124,697 shares; 2023Q2: 110,389 shares; 2023Q3: 77,071 shares 77,071 $1.84M 0.3% -33,318 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36,971 shares; 2022Q4: 36,971 shares; 2023Q1: 58,872 shares; 2023Q2: 58,872 shares; 2023Q3: 67,282 shares 67,282 $1.83M 0.3% +8,410 Timeline CQP CHENIERE ENERGY PARTNERS L P More: the full row for CHENIERE ENERGY PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 19,220 shares; 2022Q4: 19,220 shares; 2023Q1: 30,435 shares; 2023Q2: 30,435 shares; 2023Q3: 33,623 shares 33,623 $1.82M 0.3% +3,188 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,519 shares; 2022Q4: 5,694 shares; 2023Q1: 13,651 shares; 2023Q2: 13,495 shares; 2023Q3: 13,418 shares 13,418 $1.71M 0.28% -77 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,012 shares; 2022Q4: 3,586 shares; 2023Q1: 10,585 shares; 2023Q2: 4,807 shares; 2023Q3: 4,742 shares 4,742 $1.7M 0.28% -65 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,701 shares; 2022Q4: 6,701 shares; 2023Q1: 12,334 shares; 2023Q2: 4,307 shares; 2023Q3: 23,251 shares 23,251 $1.47M 0.24% +18,944 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,150 shares; 2022Q4: 14,150 shares; 2023Q1: 14,150 shares; 2023Q2: 14,150 shares; 2023Q3: 14,150 shares 14,150 $1.42M 0.23% 0 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,216 shares; 2022Q4: 16,771 shares; 2023Q1: 29,906 shares; 2023Q2: 28,113 shares; 2023Q3: 28,248 shares 28,248 $1.38M 0.23% +135 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,677 shares; 2022Q4: 1,440 shares; 2023Q1: 10,672 shares; 2023Q2: 10,216 shares; 2023Q3: 9,895 shares 9,895 $1.3M 0.21% -321 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,920 shares; 2022Q4: 12,886 shares; 2023Q1: 12,852 shares; 2023Q2: 12,938 shares; 2023Q3: 12,909 shares 12,909 $1.23M 0.2% -29 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,713 shares; 2022Q4: 2,710 shares; 2023Q1: 2,710 shares; 2023Q2: 2,719 shares; 2023Q3: 2,719 shares 2,719 $1.2M 0.2% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,472 shares; 2022Q4: 20,791 shares; 2023Q1: 8,158 shares; 2023Q2: 8,055 shares; 2023Q3: 8,082 shares 8,082 $1.16M 0.19% +27 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,080 shares; 2022Q4: 1,130 shares; 2023Q1: 4,540 shares; 2023Q2: 3,818 shares; 2023Q3: 3,805 shares 3,805 $1.14M 0.19% -13 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,227 shares; 2022Q4: 32,299 shares; 2023Q1: 12,288 shares; 2023Q2: 12,288 shares; 2023Q3: 12,288 shares 12,288 $1.14M 0.19% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 238 shares; 2022Q4: 238 shares; 2023Q1: 15,997 shares; 2023Q2: 15,247 shares; 2023Q3: 15,324 shares 15,324 $1.13M 0.19% +77 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,887 shares; 2022Q4: 1,872 shares; 2023Q1: 1,935 shares; 2023Q2: 1,373 shares; 2023Q3: 1,337 shares 1,337 $1.11M 0.18% -36 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,716 shares; 2022Q4: 3,716 shares; 2023Q1: 3,707 shares; 2023Q2: 3,704 shares; 2023Q3: 3,704 shares 3,704 $1.08M 0.18% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,471 shares; 2022Q4: 0 shares; 2023Q1: 0 shares; 2023Q2: 0 shares; 2023Q3: 29,164 shares 29,164 $1.04M 0.17% +29,164 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,579 shares; 2022Q4: 1,579 shares; 2023Q1: 1,599 shares; 2023Q2: 1,591 shares; 2023Q3: 1,591 shares 1,591 $1.03M 0.17% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 23,766 shares; 2022Q4: 23,817 shares; 2023Q1: 23,866 shares; 2023Q2: 23,914 shares; 2023Q3: 23,965 shares 23,965 $1.01M 0.17% +51 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,073 shares; 2022Q4: 15,073 shares; 2023Q1: 23,385 shares; 2023Q2: 29,904 shares; 2023Q3: 29,893 shares 29,893 $1.01M 0.17% -11 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,806 shares; 2022Q4: 2,807 shares; 2023Q1: 2,838 shares; 2023Q2: 2,831 shares; 2023Q3: 2,831 shares 2,831 $992K 0.16% 0 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 10,267 shares; 2022Q4: 12,234 shares; 2023Q1: 4,394 shares; 2023Q2: 4,394 shares; 2023Q3: 4,395 shares 4,395 $934K 0.15% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,923 shares; 2022Q4: 23,505 shares; 2023Q1: 16,683 shares; 2023Q2: 10,846 shares; 2023Q3: 9,438 shares 9,438 $867K 0.14% -1,408 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,294 shares; 2022Q4: 9,312 shares; 2023Q1: 9,327 shares; 2023Q2: 9,343 shares; 2023Q3: 9,359 shares 9,359 $866K 0.14% +16 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,975 shares; 2022Q4: 8,846 shares; 2023Q1: 6,757 shares; 2023Q2: 5,759 shares; 2023Q3: 5,784 shares 5,784 $798K 0.13% +25 Timeline RLY 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25,992 shares; 2022Q4: 25,803 shares; 2023Q1: 27,110 shares; 2023Q2: 27,139 shares; 2023Q3: 27,354 shares 27,354 $737K 0.12% +215 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,154 shares; 2022Q4: 8,136 shares; 2023Q1: 7,888 shares; 2023Q2: 7,896 shares; 2023Q3: 7,842 shares 7,842 $736K 0.12% -54 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,239 shares; 2022Q4: 5,239 shares; 2023Q1: 5,654 shares; 2023Q2: 6,113 shares; 2023Q3: 6,113 shares 6,113 $734K 0.12% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28,202 shares; 2022Q4: 28,202 shares; 2023Q1: 44,107 shares; 2023Q2: 44,107 shares; 2023Q3: 44,107 shares 44,107 $731K 0.12% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,658 shares; 2022Q4: 6,658 shares; 2023Q1: 6,698 shares; 2023Q2: 6,708 shares; 2023Q3: 6,708 shares 6,708 $651K 0.11% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,261 shares; 2022Q4: 17,417 shares; 2023Q1: 18,499 shares; 2023Q2: 18,780 shares; 2023Q3: 19,046 shares 19,046 $649K 0.11% +266 Timeline NUSTAR ENERGY LP NUSTAR ENERGY LP More: the full row for NUSTAR ENERGY LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 21,565 shares; 2022Q4: 21,565 shares; 2023Q1: 33,846 shares; 2023Q2: 33,846 shares; 2023Q3: 33,846 shares 33,846 $590K 0.1% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,807 shares; 2022Q4: 2,768 shares; 2023Q1: 2,140 shares; 2023Q2: 2,129 shares; 2023Q3: 2,126 shares 2,126 $579K 0.1% -3 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,121 shares; 2022Q4: 86,650 shares; 2023Q1: 17,744 shares; 2023Q2: 12,208 shares; 2023Q3: 12,249 shares 12,249 $578K 0.09% +41 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,641 shares; 2022Q4: 6,592 shares; 2023Q1: 6,185 shares; 2023Q2: 6,162 shares; 2023Q3: 6,162 shares 6,162 $557K 0.09% 0 Timeline CRESTWOOD EQUITY PARTNERS L… CRESTWOOD EQUITY PARTNERS LP U More: the full row for CRESTWOOD EQUITY PARTNERS LP U Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,565 shares; 2022Q4: 8,565 shares; 2023Q1: 14,336 shares; 2023Q2: 14,336 shares; 2023Q3: 18,464 shares 18,464 $540K 0.09% +4,128 PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 15,526 shares; 2022Q4: 15,602 shares; 2023Q1: 16,074 shares; 2023Q2: 15,426 shares; 2023Q3: 14,822 shares 14,822 $492K 0.08% -604 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,765 shares; 2022Q4: 1,182 shares; 2023Q1: 1,608 shares; 2023Q2: 1,676 shares; 2023Q3: 1,767 shares 1,767 $442K 0.07% +91 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58 shares; 2023Q2: 1,080 shares; 2023Q3: 1,082 shares 1,082 $403K 0.07% +2 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,623 shares; 2023Q3: 6,658 shares 6,658 $379K 0.06% +35 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,529 shares; 2022Q4: 2,533 shares; 2023Q1: 2,557 shares; 2023Q2: 2,544 shares; 2023Q3: 2,549 shares 2,549 $358K 0.06% +5 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,486 shares; 2022Q4: 3,384 shares; 2023Q1: 3,388 shares; 2023Q2: 3,105 shares; 2023Q3: 3,105 shares 3,105 $357K 0.06% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 63 shares; 2023Q1: 720 shares; 2023Q2: 1,328 shares; 2023Q3: 1,328 shares 1,328 $353K 0.06% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,369 shares; 2022Q4: 6,370 shares; 2023Q1: 6,359 shares; 2023Q2: 6,359 shares; 2023Q3: 6,359 shares 6,359 $351K 0.06% 0 Timeline MASI MASIMO CORP More: the full row for MASIMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,650 shares; 2022Q4: 3,650 shares; 2023Q1: 3,650 shares; 2023Q2: 3,650 shares; 2023Q3: 3,650 shares 3,650 $320K 0.05% 0 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13,771 shares; 2022Q4: 13,680 shares; 2023Q1: 13,096 shares; 2023Q2: 13,127 shares; 2023Q3: 13,416 shares 13,416 $319K 0.05% +289 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 4,996 shares; 2023Q3: 3,537 shares 3,537 $314K 0.05% -1,459 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,101 shares; 2022Q4: 1,107 shares; 2023Q1: 1,112 shares; 2023Q2: 1,118 shares; 2023Q3: 1,123 shares 1,123 $307K 0.05% +5 Timeline FDN 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 157 shares; 2023Q1: 84 shares; 2023Q2: 84 shares; 2023Q3: 1,799 shares 1,799 $287K 0.05% +1,715 Timeline HESM HESS MIDSTREAM LP More: the full row for HESS MIDSTREAM LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8,134 shares; 2023Q3: 9,586 shares 9,586 $279K 0.05% +1,452 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 784 shares; 2023Q1: 739 shares; 2023Q2: 655 shares; 2023Q3: 635 shares 635 $276K 0.05% -20 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6,320 shares; 2022Q4: 5,798 shares; 2023Q1: 6,386 shares; 2023Q2: 6,357 shares; 2023Q3: 6,225 shares 6,225 $276K 0.05% -132 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,097 shares; 2022Q4: 1,097 shares; 2023Q1: 1,097 shares; 2023Q2: 1,109 shares; 2023Q3: 1,109 shares 1,109 $275K 0.05% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,830 shares; 2022Q4: 1,830 shares; 2023Q1: 1,847 shares; 2023Q2: 1,845 shares; 2023Q3: 1,843 shares 1,843 $255K 0.04% -2 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,201 shares; 2022Q4: 3,165 shares; 2023Q1: 3,160 shares; 2023Q2: 3,160 shares; 2023Q3: 3,160 shares 3,160 $254K 0.04% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,548 shares; 2022Q4: 1,459 shares; 2023Q1: 1,656 shares; 2023Q2: 1,652 shares; 2023Q3: 1,673 shares 1,673 $249K 0.04% +21 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,664 shares; 2022Q4: 2,665 shares; 2023Q1: 2,741 shares; 2023Q2: 2,742 shares; 2023Q3: 2,744 shares 2,744 $243K 0.04% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,245 shares; 2022Q4: 3,199 shares; 2023Q1: 3,677 shares; 2023Q2: 3,552 shares; 2023Q3: 4,313 shares 4,313 $241K 0.04% +761 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,168 shares; 2022Q4: 5,168 shares; 2023Q1: 8,111 shares; 2023Q2: 8,111 shares; 2023Q3: 8,111 shares 8,111 $241K 0.04% 0 Timeline HRI HERC HLDGS INC More: the full row for HERC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,005 shares; 2022Q4: 2,005 shares; 2023Q1: 2,005 shares; 2023Q2: 2,005 shares; 2023Q3: 2,005 shares 2,005 $238K 0.04% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,042 shares; 2022Q4: 1,044 shares; 2023Q1: 1,047 shares; 2023Q2: 1,050 shares; 2023Q3: 1,169 shares 1,169 $238K 0.04% +119 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 772 shares; 2022Q4: 772 shares; 2023Q1: 666 shares; 2023Q2: 666 shares; 2023Q3: 666 shares 666 $223K 0.04% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 47,140 shares; 2023Q1: 4,862 shares; 2023Q2: 2,211 shares; 2023Q3: 2,208 shares 2,208 $208K 0.03% -3 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,017 shares; 2022Q4: 6,996 shares; 2023Q1: 6,886 shares; 2023Q2: 2,905 shares; 2023Q3: 3,000 shares 3,000 $207K 0.03% +95 Timeline AM ANTERO MIDSTREAM CORP More: the full row for ANTERO MIDSTREAM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 17,194 shares; 2023Q3: 17,194 shares 17,194 $206K 0.03% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 923 shares; 2022Q4: 928 shares; 2023Q1: 898 shares; 2023Q2: 888 shares; 2023Q3: 888 shares 888 $204K 0.03% 0 Timeline CRBN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,406 shares; 2022Q4: 1,408 shares; 2023Q1: 1,363 shares; 2023Q2: 1,368 shares; 2023Q3: 1,354 shares 1,354 $203K 0.03% -14 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 8,400 shares; 2022Q4: 8,408 shares; 2023Q1: 8,260 shares; 2023Q2: 5,884 shares; 2023Q3: 5,862 shares 5,862 $197K 0.03% -22 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,366 shares; 2022Q4: 3,343 shares; 2023Q1: 3,362 shares; 2023Q2: 3,383 shares; 2023Q3: 3,407 shares 3,407 $195K 0.03% +24 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,169 shares; 2022Q4: 2,169 shares; 2023Q1: 2,169 shares; 2023Q2: 2,169 shares; 2023Q3: 2,169 shares 2,169 $191K 0.03% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 854 shares; 2022Q4: 854 shares; 2023Q1: 854 shares; 2023Q2: 854 shares; 2023Q3: 854 shares 854 $178K 0.03% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 926 shares; 2022Q4: 926 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 757 shares 757 $178K 0.03% 0 Timeline OTTR OTTER TAIL CORP More: the full row for OTTER TAIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,328 shares; 2022Q4: 2,328 shares; 2023Q1: 2,328 shares; 2023Q2: 2,328 shares; 2023Q3: 2,328 shares 2,328 $177K 0.03% 0 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,785 shares; 2022Q4: 3,785 shares; 2023Q1: 3,711 shares; 2023Q2: 3,629 shares; 2023Q3: 3,629 shares 3,629 $167K 0.03% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,018 shares; 2022Q4: 867 shares; 2023Q1: 1,363 shares; 2023Q2: 1,237 shares; 2023Q3: 1,229 shares 1,229 $161K 0.03% -8 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 504 shares; 2022Q4: 490 shares; 2023Q1: 469 shares; 2023Q2: 455 shares; 2023Q3: 435 shares 435 $151K 0.02% -20 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,003 shares; 2023Q3: 1,000 shares 1,000 $142K 0.02% -3 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 720 shares; 2022Q4: 720 shares; 2023Q1: 720 shares; 2023Q2: 743 shares; 2023Q3: 720 shares 720 $140K 0.02% -23 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 989 shares; 2022Q4: 864 shares; 2023Q1: 1,544 shares; 2023Q2: 1,564 shares; 2023Q3: 1,564 shares 1,564 $136K 0.02% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 890 shares; 2022Q4: 772 shares; 2023Q1: 774 shares; 2023Q2: 776 shares; 2023Q3: 778 shares 778 $129K 0.02% +2 Timeline AVNW AVIAT NETWORKS INC More: the full row for AVIAT NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares; 2023Q2: 4,000 shares; 2023Q3: 4,000 shares 4,000 $125K 0.02% 0 Timeline LKQ LKQ CORP More: the full row for LKQ CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,453 shares; 2022Q4: 2,465 shares; 2023Q1: 2,478 shares; 2023Q2: 2,491 shares; 2023Q3: 2,504 shares 2,504 $124K 0.02% +13 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 157 shares; 2022Q4: 228 shares; 2023Q1: 220 shares; 2023Q2: 218 shares; 2023Q3: 218 shares 218 $123K 0.02% 0 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 781 shares; 2022Q4: 653 shares; 2023Q1: 682 shares; 2023Q2: 969 shares; 2023Q3: 969 shares 969 $123K 0.02% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,801 shares; 2022Q4: 1,555 shares; 2023Q1: 1,600 shares; 2023Q2: 1,847 shares; 2023Q3: 1,847 shares 1,847 $121K 0.02% 0 IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,739 shares; 2022Q4: 3,739 shares; 2023Q1: 1,280 shares; 2023Q2: 1,280 shares; 2023Q3: 1,280 shares 1,280 $121K 0.02% 0 Timeline SAB BIOTHERAPEUTICS INC SAB BIOTHERAPEUTICS INC More: the full row for SAB BIOTHERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 149,774 shares; 2022Q4: 149,774 shares; 2023Q1: 149,774 shares; 2023Q2: 192,027 shares; 2023Q3: 192,027 shares 192,027 $121K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 508 shares; 2022Q4: 508 shares; 2023Q1: 508 shares; 2023Q2: 508 shares; 2023Q3: 508 shares 508 $119K 0.02% 0 Timeline PWV 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,500 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares; 2023Q2: 2,500 shares; 2023Q3: 2,500 shares 2,500 $117K 0.02% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,656 shares; 2022Q4: 1,660 shares; 2023Q1: 1,663 shares; 2023Q2: 1,647 shares; 2023Q3: 1,650 shares 1,650 $115K 0.02% +3 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 986 shares; 2022Q4: 941 shares; 2023Q1: 1,042 shares; 2023Q2: 963 shares; 2023Q3: 735 shares 735 $115K 0.02% -228 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,173 shares; 2022Q4: 1,037 shares; 2023Q1: 1,334 shares; 2023Q2: 1,361 shares; 2023Q3: 1,501 shares 1,501 $112K 0.02% +140 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares; 2023Q2: 800 shares; 2023Q3: 800 shares 800 $112K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 435 shares; 2022Q4: 426 shares; 2023Q1: 404 shares; 2023Q2: 401 shares; 2023Q3: 430 shares 430 $111K 0.02% +29 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,434 shares; 2022Q4: 20,618 shares; 2023Q1: 5,224 shares; 2023Q2: 2,843 shares; 2023Q3: 2,843 shares 2,843 $108K 0.02% 0 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,325 shares; 2022Q4: 2,917 shares; 2023Q1: 4,022 shares; 2023Q2: 3,919 shares; 2023Q3: 3,919 shares 3,919 $106K 0.02% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 677 shares; 2022Q4: 677 shares; 2023Q1: 711 shares; 2023Q2: 677 shares; 2023Q3: 677 shares 677 $105K 0.02% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,996 shares; 2022Q4: 1,832 shares; 2023Q1: 1,907 shares; 2023Q2: 2,772 shares; 2023Q3: 2,772 shares 2,772 $105K 0.02% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 60 shares; 2022Q4: 80 shares; 2023Q1: 155 shares; 2023Q2: 300 shares; 2023Q3: 1,670 shares 1,670 $103K 0.02% +1,370 Timeline INDEPENDENT BANK GROUP INC INDEPENDENT BANK GROUP INC More: the full row for INDEPENDENT BANK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,579 shares; 2022Q4: 2,579 shares; 2023Q1: 2,579 shares; 2023Q2: 2,579 shares; 2023Q3: 2,579 shares 2,579 $102K 0.02% 0 MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 654 shares; 2023Q1: 654 shares; 2023Q2: 654 shares; 2023Q3: 654 shares 654 $99.3K 0.02% 0 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,997 shares; 2022Q4: 1,790 shares; 2023Q1: 2,311 shares; 2023Q2: 2,314 shares; 2023Q3: 2,314 shares 2,314 $98.7K 0.02% 0 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,976 shares; 2022Q4: 1,813 shares; 2023Q1: 2,689 shares; 2023Q2: 2,628 shares; 2023Q3: 2,628 shares 2,628 $96.3K 0.02% 0 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,532 shares; 2022Q4: 1,013 shares; 2023Q1: 1,131 shares; 2023Q2: 1,187 shares; 2023Q3: 1,187 shares 1,187 $96.2K 0.02% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,724 shares; 2022Q4: 2,365 shares; 2023Q1: 3,268 shares; 2023Q2: 3,344 shares; 2023Q3: 3,344 shares 3,344 $95.8K 0.02% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,639 shares; 2022Q4: 1,592 shares; 2023Q1: 1,592 shares; 2023Q2: 1,631 shares; 2023Q3: 1,631 shares 1,631 $94.7K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,350 shares; 2022Q4: 1,350 shares; 2023Q1: 1,350 shares; 2023Q2: 1,350 shares; 2023Q3: 1,350 shares 1,350 $93.5K 0.02% 0 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 799 shares; 2022Q4: 799 shares; 2023Q1: 744 shares; 2023Q2: 727 shares; 2023Q3: 727 shares 727 $89.8K 0.01% 0 CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 405 shares; 2022Q4: 593 shares; 2023Q1: 552 shares; 2023Q2: 544 shares; 2023Q3: 528 shares 528 $88.4K 0.01% -16 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 444 shares; 2022Q4: 444 shares; 2023Q1: 416 shares; 2023Q2: 440 shares; 2023Q3: 421 shares 421 $87.1K 0.01% -19 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,724 shares; 2022Q4: 1,991 shares; 2023Q1: 1,991 shares; 2023Q2: 1,991 shares; 2023Q3: 1,991 shares 1,991 $87K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,900 shares; 2022Q4: 1,900 shares; 2023Q1: 1,900 shares; 2023Q2: 1,900 shares; 2023Q3: 1,900 shares 1,900 $84.9K 0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 917 shares; 2022Q4: 753 shares; 2023Q1: 753 shares; 2023Q2: 753 shares; 2023Q3: 753 shares 753 $83.3K 0.01% 0 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 952 shares; 2023Q3: 952 shares 952 $83.2K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,002 shares; 2022Q4: 1,005 shares; 2023Q1: 1,007 shares; 2023Q2: 1,010 shares; 2023Q3: 1,013 shares 1,013 $82K 0.01% +3 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 592 shares; 2022Q4: 498 shares; 2023Q1: 527 shares; 2023Q2: 847 shares; 2023Q3: 847 shares 847 $80.2K 0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 231 shares; 2023Q2: 212 shares; 2023Q3: 212 shares 212 $80.1K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,029 shares; 2022Q4: 865 shares; 2023Q1: 913 shares; 2023Q2: 1,463 shares; 2023Q3: 1,463 shares 1,463 $77.7K 0.01% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 162 shares; 2022Q4: 167 shares; 2023Q1: 156 shares; 2023Q2: 156 shares; 2023Q3: 156 shares 156 $76.8K 0.01% 0 Timeline TAN 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,467 shares; 2022Q4: 1,467 shares; 2023Q1: 1,467 shares; 2023Q2: 1,467 shares; 2023Q3: 1,467 shares 1,467 $76K 0.01% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 403 shares; 2022Q4: 401 shares; 2023Q1: 380 shares; 2023Q2: 356 shares; 2023Q3: 345 shares 345 $73.6K 0.01% -11 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 122 shares; 2023Q1: 146 shares; 2023Q2: 144 shares; 2023Q3: 144 shares 144 $73.4K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120,899 shares; 2022Q4: 65,712 shares; 2023Q1: 2,041 shares; 2023Q2: 2,079 shares; 2023Q3: 2,053 shares 2,053 $73K 0.01% -26 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 150 shares; 2023Q1: 136 shares; 2023Q2: 137 shares; 2023Q3: 144 shares 144 $72.9K 0.01% +7 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,319 shares; 2022Q4: 1,319 shares; 2023Q1: 1,319 shares; 2023Q2: 1,319 shares; 2023Q3: 1,319 shares 1,319 $71.3K 0.01% 0 Timeline FAN 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,850 shares; 2022Q4: 4,850 shares; 2023Q1: 4,850 shares; 2023Q2: 4,850 shares; 2023Q3: 4,850 shares 4,850 $70.3K 0.01% 0 Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,829 shares; 2022Q4: 1,829 shares; 2023Q1: 1,829 shares; 2023Q2: 1,829 shares; 2023Q3: 1,829 shares 1,829 $69.8K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,174 shares; 2022Q4: 1,174 shares; 2023Q1: 1,174 shares; 2023Q2: 1,174 shares; 2023Q3: 1,174 shares 1,174 $69K 0.01% 0 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,196 shares; 2022Q4: 1,196 shares; 2023Q1: 1,196 shares; 2023Q2: 1,196 shares; 2023Q3: 1,196 shares 1,196 $68.4K 0.01% 0 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,124 shares; 2022Q4: 1,124 shares; 2023Q1: 1,124 shares; 2023Q2: 1,124 shares; 2023Q3: 1,124 shares 1,124 $64.7K 0.01% 0 Timeline HYLN HYLIION HOLDINGS CORP More: the full row for HYLIION HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,049 shares; 2022Q4: 2,049 shares; 2023Q1: 2,049 shares; 2023Q2: 2,049 shares; 2023Q3: 54,620 shares 54,620 $64.5K 0.01% +52,571 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,130 shares; 2022Q4: 1,130 shares; 2023Q1: 1,066 shares; 2023Q2: 1,050 shares; 2023Q3: 1,111 shares 1,111 $59.1K 0.01% +61 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 664 shares; 2023Q1: 893 shares; 2023Q2: 1,001 shares; 2023Q3: 1,001 shares 1,001 $58.5K 0.01% 0 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,531 shares; 2022Q4: 1,464 shares; 2023Q1: 1,598 shares; 2023Q2: 1,588 shares; 2023Q3: 1,567 shares 1,567 $58.4K 0.01% -21 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 535 shares; 2022Q4: 539 shares; 2023Q1: 543 shares; 2023Q2: 547 shares; 2023Q3: 551 shares 551 $58K 0.01% +4 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 276 shares; 2022Q4: 269 shares; 2023Q1: 269 shares; 2023Q2: 526 shares; 2023Q3: 624 shares 624 $55.5K 0.01% +98 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 792 shares; 2022Q4: 792 shares; 2023Q1: 792 shares; 2023Q2: 766 shares; 2023Q3: 766 shares 766 $54.5K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 366 shares; 2022Q4: 291 shares; 2023Q1: 221 shares; 2023Q2: 274 shares; 2023Q3: 262 shares 262 $53.1K 0.01% -12 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,355 shares; 2022Q4: 1,355 shares; 2023Q1: 1,355 shares; 2023Q2: 1,355 shares; 2023Q3: 1,355 shares 1,355 $52.5K 0.01% 0 Timeline GNMA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,246 shares; 2022Q4: 1,246 shares; 2023Q1: 1,246 shares; 2023Q2: 1,246 shares; 2023Q3: 1,246 shares 1,246 $52.1K 0.01% 0 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 326 shares; 2022Q4: 328 shares; 2023Q1: 360 shares; 2023Q2: 369 shares; 2023Q3: 761 shares 761 $51.7K 0.01% +392 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 4,426 shares; 2022Q4: 4,466 shares; 2023Q1: 4,505 shares; 2023Q2: 4,548 shares; 2023Q3: 4,592 shares 4,592 $51.2K 0.01% +44 Timeline HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,789 shares; 2022Q4: 1,551 shares; 2023Q1: 2,089 shares; 2023Q2: 2,088 shares; 2023Q3: 2,088 shares 2,088 $50.9K 0.01% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 519 shares; 2022Q4: 453 shares; 2023Q1: 646 shares; 2023Q2: 598 shares; 2023Q3: 598 shares 598 $49.9K 0.01% 0 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 103 shares; 2022Q4: 104 shares; 2023Q1: 96 shares; 2023Q2: 76 shares; 2023Q3: 69 shares 69 $47.7K 0.01% -7 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 81,850 shares; 2022Q4: 83,891 shares; 2023Q1: 87,746 shares; 2023Q2: 90,182 shares; 2023Q3: 1,417 shares 1,417 $46.9K 0.01% -88,765 Timeline QLTA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,039 shares; 2022Q4: 1,039 shares; 2023Q1: 1,039 shares; 2023Q2: 1,039 shares; 2023Q3: 1,039 shares 1,039 $46.8K 0.01% 0 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 810 shares; 2022Q4: 685 shares; 2023Q1: 722 shares; 2023Q2: 1,154 shares; 2023Q3: 1,154 shares 1,154 $46.7K 0.01% 0 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 360 shares; 2022Q4: 283 shares; 2023Q1: 237 shares; 2023Q2: 221 shares; 2023Q3: 199 shares 199 $46.7K 0.01% -22 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 152 shares; 2022Q4: 164 shares; 2023Q1: 152 shares; 2023Q2: 164 shares; 2023Q3: 180 shares 180 $45.9K 0.01% +16 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 250 shares; 2023Q1: 236 shares; 2023Q2: 323 shares; 2023Q3: 323 shares 323 $44.3K 0.01% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16,992 shares; 2022Q4: 61,336 shares; 2023Q1: 102 shares; 2023Q2: not reported; 2023Q3: 1,610 shares 1,610 $44.1K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7,255 shares; 2022Q4: 1,115 shares; 2023Q1: 1,115 shares; 2023Q2: 1,115 shares; 2023Q3: 1,115 shares 1,115 $43.7K 0.01% 0 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 955 shares; 2022Q4: 973 shares; 2023Q1: 991 shares; 2023Q2: 1,013 shares; 2023Q3: 1,034 shares 1,034 $43.6K 0.01% +21 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 56 shares; 2022Q4: 65 shares; 2023Q1: 61 shares; 2023Q2: 75 shares; 2023Q3: 73 shares 73 $43K 0.01% -2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 77 shares; 2023Q1: 77 shares; 2023Q2: 177 shares; 2023Q3: 177 shares 177 $42.6K 0.01% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 419 shares; 2022Q4: 387 shares; 2023Q1: 310 shares; 2023Q2: 286 shares; 2023Q3: 242 shares 242 $42.1K 0.01% -44 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 630 shares; 2022Q4: 630 shares; 2023Q1: 786 shares; 2023Q2: 645 shares; 2023Q3: 645 shares 645 $41.5K 0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 295 shares; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 265 shares 265 $40.5K 0.01% 0 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,075 shares; 2022Q4: 937 shares; 2023Q1: 1,391 shares; 2023Q2: 1,131 shares; 2023Q3: 1,131 shares 1,131 $39K 0.01% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 317 shares; 2023Q3: 317 shares 317 $38.7K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 203 shares; 2022Q4: 204 shares; 2023Q1: 252 shares; 2023Q2: 128 shares; 2023Q3: 128 shares 128 $38.6K 0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 124 shares; 2022Q4: 124 shares; 2023Q1: 112 shares; 2023Q2: 109 shares; 2023Q3: 103 shares 103 $37.6K 0.01% -6 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 251 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 251 shares; 2023Q3: 251 shares 251 $37.5K 0.01% 0 Timeline PBA PEMBINA PIPELINE CORP More: the full row for PEMBINA PIPELINE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,162 shares; 2022Q4: 1,185 shares; 2023Q1: 1,202 shares; 2023Q2: 1,221 shares; 2023Q3: 1,242 shares 1,242 $37.3K 0.01% +21 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 699 shares; 2023Q2: 1,335 shares; 2023Q3: 1,335 shares 1,335 $36.6K 0.01% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 162 shares; 2023Q1: 203 shares; 2023Q2: 202 shares; 2023Q3: 190 shares 190 $36.2K 0.01% -12 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 483 shares; 2022Q4: 483 shares; 2023Q1: 483 shares; 2023Q2: 483 shares; 2023Q3: 483 shares 483 $35.8K 0.01% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 967 shares; 2022Q4: 976 shares; 2023Q1: 638 shares; 2023Q2: 542 shares; 2023Q3: 542 shares 542 $35.7K 0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 181 shares; 2022Q4: 181 shares; 2023Q1: 181 shares; 2023Q2: 181 shares; 2023Q3: 181 shares 181 $35.6K 0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 153 shares; 2022Q4: 160 shares; 2023Q1: 159 shares; 2023Q2: 181 shares; 2023Q3: 181 shares 181 $35.5K 0.01% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 685 shares; 2022Q4: 694 shares; 2023Q1: 699 shares; 2023Q2: 706 shares; 2023Q3: 713 shares 713 $35K 0.01% +7 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 681 shares; 2022Q4: 687 shares; 2023Q1: 691 shares; 2023Q2: 696 shares; 2023Q3: 702 shares 702 $35K 0.01% +6 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 745 shares; 2022Q4: 710 shares; 2023Q1: 694 shares; 2023Q2: 678 shares; 2023Q3: 678 shares 678 $34.7K 0.01% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 120 shares; 2023Q1: 128 shares; 2023Q2: 126 shares; 2023Q3: 126 shares 126 $34.4K 0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares 457 $34.1K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 540 shares; 2022Q4: 542 shares; 2023Q1: 543 shares; 2023Q2: 545 shares; 2023Q3: 546 shares 546 $33.6K 0.01% +1 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 145 shares; 2023Q1: 163 shares; 2023Q2: 166 shares; 2023Q3: 166 shares 166 $33.5K 0.01% 0 Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 341 shares; 2023Q3: 341 shares 341 $33.5K 0.01% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 451 shares; 2022Q4: 464 shares; 2023Q1: 846 shares; 2023Q2: 758 shares; 2023Q3: 625 shares 625 $33.1K 0.01% -133 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 786 shares; 2022Q4: 774 shares; 2023Q1: 736 shares; 2023Q2: 729 shares; 2023Q3: 729 shares 729 $33.1K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 431 shares; 2022Q4: 431 shares; 2023Q1: 448 shares; 2023Q2: 437 shares; 2023Q3: 422 shares 422 $32.5K 0.01% -15 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,621 shares; 2022Q4: 2,619 shares; 2023Q1: 2,619 shares; 2023Q2: 3,142 shares; 2023Q3: 3,273 shares 3,273 $32.3K 0.01% +131 Timeline CPT CAMDEN PPTY TR More: the full row for CAMDEN PPTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 369 shares; 2023Q2: 340 shares; 2023Q3: 340 shares 340 $32.2K 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 66 shares; 2022Q4: 47 shares; 2023Q1: 42 shares; 2023Q2: 41 shares; 2023Q3: 44 shares 44 $32K 0.01% +3 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 268 shares; 2023Q2: 248 shares; 2023Q3: 248 shares 248 $31.9K 0.01% 0 Timeline CHI CALAMOS CONV OPPORTUNITIES & More: the full row for CALAMOS CONV OPPORTUNITIES & Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3,000 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares; 2023Q2: 3,000 shares; 2023Q3: 3,000 shares 3,000 $31.6K 0.01% 0 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 171 shares; 2022Q4: 134 shares; 2023Q1: 117 shares; 2023Q2: 131 shares; 2023Q3: 137 shares 137 $31.4K 0.01% +6 TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 174 shares; 2023Q1: 174 shares; 2023Q2: 174 shares; 2023Q3: 185 shares 185 $30.2K <0.01% +11 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,345 shares; 2022Q4: 799 shares; 2023Q1: 841 shares; 2023Q2: 1,084 shares; 2023Q3: 1,085 shares 1,085 $29.7K <0.01% +1 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 345 shares; 2022Q4: 345 shares; 2023Q1: 345 shares; 2023Q2: 279 shares; 2023Q3: 279 shares 279 $28.7K <0.01% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 243 shares; 2022Q4: 239 shares; 2023Q1: 234 shares; 2023Q2: 234 shares; 2023Q3: 217 shares 217 $28.2K <0.01% -17 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 180 shares; 2022Q4: 180 shares; 2023Q1: 180 shares; 2023Q2: 180 shares; 2023Q3: 180 shares 180 $27.9K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 142 shares; 2023Q1: 137 shares; 2023Q2: 148 shares; 2023Q3: 198 shares 198 $27.7K <0.01% +50 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,818 shares; 2022Q4: 1,076 shares; 2023Q1: 1,681 shares; 2023Q2: 1,874 shares; 2023Q3: 2,225 shares 2,225 $27.6K <0.01% +351 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 654 shares; 2022Q4: 648 shares; 2023Q1: 603 shares; 2023Q2: 525 shares; 2023Q3: 456 shares 456 $27.6K <0.01% -69 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 317 shares; 2022Q4: 317 shares; 2023Q1: 317 shares; 2023Q2: 319 shares; 2023Q3: 319 shares 319 $27.6K <0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $27.4K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 594 shares; 2022Q4: 466 shares; 2023Q1: 466 shares; 2023Q2: 619 shares; 2023Q3: 619 shares 619 $27.4K <0.01% 0 Timeline MMU WESTERN ASSET MANAGED MUNS F More: the full row for WESTERN ASSET MANAGED MUNS F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 17,087 shares; 2022Q4: 7,257 shares; 2023Q1: 2,954 shares; 2023Q2: 2,987 shares; 2023Q3: 3,020 shares 3,020 $27K <0.01% +33 Timeline DLB DOLBY LABORATORIES INC More: the full row for DOLBY LABORATORIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 436 shares; 2022Q4: 436 shares; 2023Q1: 373 shares; 2023Q2: 339 shares; 2023Q3: 339 shares 339 $26.9K <0.01% 0 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 737 shares; 2022Q4: 723 shares; 2023Q1: 700 shares; 2023Q2: 694 shares; 2023Q3: 694 shares 694 $26.4K <0.01% 0 BGX BLACKSTONE LONG SHORT CR INC More: the full row for BLACKSTONE LONG SHORT CR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,250 shares; 2022Q4: 2,250 shares; 2023Q1: 2,250 shares; 2023Q2: 2,250 shares; 2023Q3: 2,250 shares 2,250 $26.2K <0.01% 0 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 141 shares; 2023Q1: 131 shares; 2023Q2: 128 shares; 2023Q3: 128 shares 128 $25.8K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares 99 $25.6K <0.01% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 154 shares; 2023Q2: 157 shares; 2023Q3: 157 shares 157 $25.4K <0.01% 0 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 290 shares; 2022Q4: 290 shares; 2023Q1: 263 shares; 2023Q2: 257 shares; 2023Q3: 257 shares 257 $25.3K <0.01% 0 PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 35 shares; 2023Q1: 35 shares; 2023Q2: 799 shares; 2023Q3: 932 shares 932 $25.2K <0.01% +133 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 279 shares; 2022Q4: 279 shares; 2023Q1: 279 shares; 2023Q2: 279 shares; 2023Q3: 280 shares 280 $25.1K <0.01% +1 Timeline WSC WILLSCOT HLDGS CORP More: the full row for WILLSCOT HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 600 shares; 2022Q4: 600 shares; 2023Q1: 600 shares; 2023Q2: 600 shares; 2023Q3: 600 shares 600 $25K <0.01% 0 Timeline FDL 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 711 shares; 2022Q4: 718 shares; 2023Q1: 725 shares; 2023Q2: 734 shares; 2023Q3: 742 shares 742 $24.8K <0.01% +8 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 119 shares; 2022Q4: 119 shares; 2023Q1: 116 shares; 2023Q2: 113 shares; 2023Q3: 113 shares 113 $24.3K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares; 2023Q3: 47 shares 47 $24K <0.01% +3 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 457 shares; 2023Q2: 457 shares; 2023Q3: 457 shares 457 $23.6K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 57 shares; 2023Q3: 61 shares 61 $23K <0.01% +4 Timeline IRDM IRIDIUM COMMUNICATIONS INC More: the full row for IRIDIUM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 501 shares; 2023Q2: 502 shares; 2023Q3: 504 shares 504 $22.9K <0.01% +2 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 94 shares; 2022Q4: 66 shares; 2023Q1: 71 shares; 2023Q2: 55 shares; 2023Q3: 55 shares 55 $22.8K <0.01% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 327 shares; 2022Q4: 136 shares; 2023Q1: 300 shares; 2023Q2: 288 shares; 2023Q3: 288 shares 288 $22.6K <0.01% 0 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,029 shares; 2022Q4: 268 shares; 2023Q1: 244 shares; 2023Q2: 237 shares; 2023Q3: 153 shares 153 $22.4K <0.01% -84 EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 797 shares; 2022Q4: 804 shares; 2023Q1: 648 shares; 2023Q2: 546 shares; 2023Q3: 546 shares 546 $22.2K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 164 shares; 2022Q4: 164 shares; 2023Q1: 164 shares; 2023Q2: 164 shares; 2023Q3: 164 shares 164 $21.7K <0.01% 0 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 334 shares; 2022Q4: 505 shares; 2023Q1: 505 shares; 2023Q2: 469 shares; 2023Q3: 600 shares 600 $21.2K <0.01% +131 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14,147 shares; 2022Q4: 9,525 shares; 2023Q1: 13,526 shares; 2023Q2: 14,389 shares; 2023Q3: 146 shares 146 $21.1K <0.01% -14,243 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 577 shares; 2022Q4: 570 shares; 2023Q1: 546 shares; 2023Q2: 537 shares; 2023Q3: 537 shares 537 $21K <0.01% 0 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 70 shares; 2023Q1: 65 shares; 2023Q2: 61 shares; 2023Q3: 61 shares 61 $20.8K <0.01% 0 Timeline CASH PATHWARD FINANCIAL INC More: the full row for PATHWARD FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 450 shares; 2023Q1: 450 shares; 2023Q2: 450 shares; 2023Q3: 450 shares 450 $20.7K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 83 shares; 2023Q1: 72 shares; 2023Q2: 73 shares; 2023Q3: 73 shares 73 $20.7K <0.01% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares; 2023Q2: 300 shares; 2023Q3: 300 shares 300 $20.5K <0.01% 0 Timeline MFM ABERDEEN MUN INCOME FD More: the full row for ABERDEEN MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 4,449 shares; 2023Q1: 4,449 shares; 2023Q2: 4,449 shares; 2023Q3: 4,449 shares 4,449 $20.2K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: not reported; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $20K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 263 shares; 2023Q2: 265 shares; 2023Q3: 263 shares 263 $20K <0.01% -2 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 598 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 567 shares; 2023Q3: 567 shares 567 $19.5K <0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 305 shares; 2022Q4: 306 shares; 2023Q1: 304 shares; 2023Q2: 299 shares; 2023Q3: 299 shares 299 $19.3K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,975 shares; 2022Q4: 726 shares; 2023Q1: 733 shares; 2023Q2: 740 shares; 2023Q3: 746 shares 746 $19.2K <0.01% +6 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 163 shares; 2022Q4: 163 shares; 2023Q1: 163 shares; 2023Q2: 169 shares; 2023Q3: 169 shares 169 $19.1K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8 shares; 2023Q2: not reported; 2023Q3: 169 shares 169 $18.7K <0.01% new Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 259 shares; 2022Q4: 259 shares; 2023Q1: 259 shares; 2023Q2: 262 shares; 2023Q3: 259 shares 259 $18.7K <0.01% -3 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 122 shares; 2022Q4: 122 shares; 2023Q1: 119 shares; 2023Q2: 117 shares; 2023Q3: 117 shares 117 $18.7K <0.01% 0 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 230 shares; 2022Q4: 311 shares; 2023Q1: 194 shares; 2023Q2: 194 shares; 2023Q3: 194 shares 194 $18.2K <0.01% 0 VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 525 shares; 2022Q4: 525 shares; 2023Q1: 505 shares; 2023Q2: 548 shares; 2023Q3: 548 shares 548 $18.2K <0.01% 0 Timeline 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 12,778 shares; 2022Q4: 12,778 shares; 2023Q1: 12,778 shares; 2023Q2: 12,778 shares; 2023Q3: 12,778 shares 12,778 $18.1K <0.01% 0 Timeline WERN WERNER ENTERPRISES INC More: the full row for WERNER ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 450 shares; 2022Q4: 451 shares; 2023Q1: 453 shares; 2023Q2: 454 shares; 2023Q3: 455 shares 455 $17.7K <0.01% +1 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 256 shares; 2022Q4: 256 shares; 2023Q1: 256 shares; 2023Q2: 256 shares; 2023Q3: 256 shares 256 $17.7K <0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 249 shares; 2023Q2: 249 shares; 2023Q3: 253 shares 253 $17.2K <0.01% +4 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 227 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 173 shares; 2023Q3: 132 shares 132 $17K <0.01% -41 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 202 shares; 2023Q2: 248 shares; 2023Q3: 248 shares 248 $16.9K <0.01% 0 Timeline ADAM ADAMAS TRUST INC. More: the full row for ADAMAS TRUST INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,850 shares; 2023Q2: 1,922 shares; 2023Q3: 1,978 shares 1,978 $16.8K <0.01% +56 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 30 shares 30 $16.8K <0.01% new Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 443 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,250 shares 3,250 $16.4K <0.01% new Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 273 shares; 2022Q4: 273 shares; 2023Q1: 273 shares; 2023Q2: 273 shares; 2023Q3: 273 shares 273 $16.3K <0.01% 0 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 159 shares; 2022Q4: 159 shares; 2023Q1: 159 shares; 2023Q2: 148 shares; 2023Q3: 148 shares 148 $16.1K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 115 shares; 2022Q4: 86 shares; 2023Q1: 86 shares; 2023Q2: 86 shares; 2023Q3: 97 shares 97 $16K <0.01% +11 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 221 shares; 2023Q1: 319 shares; 2023Q2: 382 shares; 2023Q3: 382 shares 382 $15.7K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 70 shares; 2022Q4: 70 shares; 2023Q1: 70 shares; 2023Q2: 70 shares; 2023Q3: 70 shares 70 $15.7K <0.01% 0 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,281 shares; 2022Q4: 1,830 shares; 2023Q1: 1,895 shares; 2023Q2: 1,878 shares; 2023Q3: 1,878 shares 1,878 $15.6K <0.01% 0 Timeline NE NOBLE CORP PLC More: the full row for NOBLE CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 285 shares; 2023Q2: 316 shares; 2023Q3: 308 shares 308 $15.6K <0.01% -8 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 90 shares; 2022Q4: 90 shares; 2023Q1: 90 shares; 2023Q2: 114 shares; 2023Q3: 139 shares 139 $15.4K <0.01% +25 Timeline DC DAKOTA GOLD CORP More: the full row for DAKOTA GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 5,961 shares; 2022Q4: 5,961 shares; 2023Q1: 5,961 shares; 2023Q2: 5,961 shares; 2023Q3: 5,961 shares 5,961 $15.4K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 390 shares; 2022Q4: 392 shares; 2023Q1: 372 shares; 2023Q2: 365 shares; 2023Q3: 365 shares 365 $15.3K <0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 136 shares; 2023Q2: 136 shares; 2023Q3: 136 shares 136 $15.3K <0.01% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 167 shares; 2022Q4: 167 shares; 2023Q1: 167 shares; 2023Q2: 167 shares; 2023Q3: 167 shares 167 $15.3K <0.01% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 98 shares; 2022Q4: 98 shares; 2023Q1: 98 shares; 2023Q2: 98 shares; 2023Q3: 98 shares 98 $14.9K <0.01% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 523 shares; 2022Q4: 519 shares; 2023Q1: 482 shares; 2023Q2: 474 shares; 2023Q3: 484 shares 484 $14.3K <0.01% +10 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares 400 $14.2K <0.01% 0 WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 1,555 shares; 2022Q4: 1,398 shares; 2023Q1: 1,315 shares; 2023Q2: 1,305 shares; 2023Q3: 1,305 shares 1,305 $14.2K <0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 375 shares; 2022Q4: 390 shares; 2023Q1: 380 shares; 2023Q2: 380 shares; 2023Q3: 416 shares 416 $13.8K <0.01% +36 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 855 shares; 2022Q4: 855 shares; 2023Q1: 855 shares; 2023Q2: 855 shares; 2023Q3: 855 shares 855 $13.8K <0.01% 0 Timeline OMF ONEMAIN HLDGS INC More: the full row for ONEMAIN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 655 shares; 2022Q4: 655 shares; 2023Q1: 445 shares; 2023Q2: 408 shares; 2023Q3: 344 shares 344 $13.8K <0.01% -64 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 128 shares; 2023Q1: 158 shares; 2023Q2: 158 shares; 2023Q3: 158 shares 158 $13.7K <0.01% 0 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 183 shares; 2023Q3: 183 shares 183 $13.6K <0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 228 shares; 2022Q4: 229 shares; 2023Q1: 229 shares; 2023Q2: 230 shares; 2023Q3: 231 shares 231 $13.5K <0.01% +1 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 713 shares; 2022Q4: 720 shares; 2023Q1: 725 shares; 2023Q2: 731 shares; 2023Q3: 736 shares 736 $12.8K <0.01% +5 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 401 shares; 2022Q4: 251 shares; 2023Q1: 251 shares; 2023Q2: 256 shares; 2023Q3: 215 shares 215 $12.7K <0.01% -41 Timeline DOCS DOXIMITY INC More: the full row for DOXIMITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 399 shares; 2022Q4: 453 shares; 2023Q1: 587 shares; 2023Q2: 595 shares; 2023Q3: 595 shares 595 $12.6K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 82 shares; 2022Q4: 90 shares; 2023Q1: 92 shares; 2023Q2: 92 shares; 2023Q3: 92 shares 92 $12.5K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 176 shares; 2022Q4: 176 shares; 2023Q1: 226 shares; 2023Q2: 226 shares; 2023Q3: 226 shares 226 $12.4K <0.01% 0 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 862 shares; 2022Q4: 551 shares; 2023Q1: 487 shares; 2023Q2: 461 shares; 2023Q3: 269 shares 269 $12.3K <0.01% -192 Timeline WTBA WEST BANCORPORATION INC More: the full row for WEST BANCORPORATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares; 2023Q2: 750 shares; 2023Q3: 750 shares 750 $12.2K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares 65 $12K <0.01% 0 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 105 shares; 2022Q4: 105 shares; 2023Q1: 105 shares; 2023Q2: 105 shares; 2023Q3: 321 shares 321 $11.8K <0.01% +216 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 189 shares 189 $11.8K <0.01% new Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 67 shares; 2022Q4: 76 shares; 2023Q1: 31 shares; 2023Q2: 31 shares; 2023Q3: 31 shares 31 $11.7K <0.01% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 136 shares; 2022Q4: 136 shares; 2023Q1: 125 shares; 2023Q2: 125 shares; 2023Q3: 125 shares 125 $11.7K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 248 shares; 2022Q4: 200 shares; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares 200 $11.4K <0.01% 0 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 825 shares; 2022Q4: 825 shares; 2023Q1: 825 shares; 2023Q2: 825 shares; 2023Q3: 825 shares 825 $11.3K <0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 138 shares; 2022Q4: 139 shares; 2023Q1: 140 shares; 2023Q2: 141 shares; 2023Q3: 236 shares 236 $11.3K <0.01% +95 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 78 shares; 2022Q4: 78 shares; 2023Q1: 76 shares; 2023Q2: 72 shares; 2023Q3: 72 shares 72 $11K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 376 shares; 2023Q1: 376 shares; 2023Q2: 366 shares; 2023Q3: 154 shares 154 $10.8K <0.01% -212 Timeline BLMN BLOOMIN BRANDS INC More: the full row for BLOOMIN BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 443 shares; 2022Q4: 432 shares; 2023Q1: 432 shares; 2023Q2: 436 shares; 2023Q3: 436 shares 436 $10.7K <0.01% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 311 shares; 2022Q4: 311 shares; 2023Q1: 311 shares; 2023Q2: 293 shares; 2023Q3: 287 shares 287 $10.6K <0.01% -6 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 735 shares; 2022Q4: 735 shares; 2023Q1: 735 shares; 2023Q2: 646 shares; 2023Q3: 631 shares 631 $10.5K <0.01% -15 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 52 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 93 shares; 2023Q3: 77 shares 77 $10.5K <0.01% -16 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 363 shares; 2022Q4: 55 shares; 2023Q1: 55 shares; 2023Q2: 55 shares; 2023Q3: 55 shares 55 $10.5K <0.01% 0 Timeline VSTM VERASTEM INC More: the full row for VERASTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 771 shares; 2023Q3: 1,286 shares 1,286 $10.5K <0.01% +515 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 95 shares; 2023Q1: 88 shares; 2023Q2: 84 shares; 2023Q3: 82 shares 82 $10.4K <0.01% -2 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 966 shares; 2022Q4: 955 shares; 2023Q1: 918 shares; 2023Q2: 682 shares; 2023Q3: 682 shares 682 $10.4K <0.01% 0 Timeline COTY COTY INC More: the full row for COTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 946 shares; 2022Q4: 946 shares; 2023Q1: 918 shares; 2023Q2: 935 shares; 2023Q3: 935 shares 935 $10.3K <0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 13 shares; 2022Q4: 13 shares; 2023Q1: 13 shares; 2023Q2: 32 shares; 2023Q3: 73 shares 73 $10.2K <0.01% +41 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 117 shares; 2022Q4: 120 shares; 2023Q1: 131 shares; 2023Q2: 122 shares; 2023Q3: 122 shares 122 $10.1K <0.01% 0 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 60 shares; 2023Q3: 60 shares 60 $10K <0.01% 0 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 553 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 298 shares; 2023Q3: 298 shares 298 $10K <0.01% 0 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 221 shares; 2022Q4: 181 shares; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 27 shares 27 $10K <0.01% new Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 96 shares; 2022Q4: 96 shares; 2023Q1: 96 shares; 2023Q2: 96 shares; 2023Q3: 96 shares 96 $10K <0.01% 0 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 99 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 99 shares; 2023Q3: 99 shares 99 $9.91K <0.01% 0 Timeline HLMN HILLMAN SOLUTIONS CORP More: the full row for HILLMAN SOLUTIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 385 shares; 2022Q4: 475 shares; 2023Q1: 886 shares; 2023Q2: 1,190 shares; 2023Q3: 1,190 shares 1,190 $9.82K <0.01% 0 Timeline FIAX TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 500 shares; 2023Q2: 500 shares; 2023Q3: 500 shares 500 $9.78K <0.01% 0 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 78 shares; 2023Q1: 78 shares; 2023Q2: 78 shares; 2023Q3: 75 shares 75 $9.7K <0.01% -3 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 538 shares; 2022Q4: 538 shares; 2023Q1: 581 shares; 2023Q2: 542 shares; 2023Q3: 542 shares 542 $9.58K <0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 191 shares; 2022Q4: 246 shares; 2023Q1: 246 shares; 2023Q2: 246 shares; 2023Q3: 219 shares 219 $9.44K <0.01% -27 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 183 shares; 2022Q4: 185 shares; 2023Q1: 185 shares; 2023Q2: 190 shares; 2023Q3: 190 shares 190 $9.3K <0.01% 0 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 63 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 54 shares; 2023Q3: 54 shares 54 $9.27K <0.01% 0 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $9.21K <0.01% 0 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares 108 $9.08K <0.01% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 240 shares; 2022Q4: 243 shares; 2023Q1: 245 shares; 2023Q2: 247 shares; 2023Q3: 250 shares 250 $9.06K <0.01% +3 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 169 shares; 2022Q4: 68 shares; 2023Q1: 68 shares; 2023Q2: 68 shares; 2023Q3: 68 shares 68 $8.96K <0.01% 0 Timeline FXL 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 80 shares; 2023Q1: 80 shares; 2023Q2: 80 shares; 2023Q3: 80 shares 80 $8.89K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 79 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares 83 $8.89K <0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 7 shares; 2022Q4: 7 shares; 2023Q1: 7 shares; 2023Q2: 7 shares; 2023Q3: 7 shares 7 $8.88K <0.01% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 833 shares; 2023Q2: 938 shares; 2023Q3: 938 shares 938 $8.86K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 5 shares; 2023Q1: 5 shares; 2023Q2: 6 shares; 2023Q3: 6 shares 6 $8.84K <0.01% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 39 shares; 2022Q4: 52 shares; 2023Q1: 52 shares; 2023Q2: 52 shares; 2023Q3: 52 shares 52 $8.81K <0.01% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 64 shares; 2022Q4: 74 shares; 2023Q1: 64 shares; 2023Q2: 64 shares; 2023Q3: 65 shares 65 $8.62K <0.01% +1 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares 400 $8.6K <0.01% 0 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 121 shares; 2023Q1: 121 shares; 2023Q2: 112 shares; 2023Q3: 112 shares 112 $8.4K <0.01% 0 Timeline AMR ALPHA METALLURGICAL RESOUR I More: the full row for ALPHA METALLURGICAL RESOUR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 32 shares; 2022Q4: 32 shares; 2023Q1: 32 shares; 2023Q2: 32 shares; 2023Q3: 32 shares 32 $8.38K <0.01% 0 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 47 shares; 2022Q4: 47 shares; 2023Q1: 47 shares; 2023Q2: 47 shares; 2023Q3: 47 shares 47 $8.32K <0.01% 0 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 28 shares; 2023Q3: 28 shares 28 $8.27K <0.01% 0 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 108 shares; 2022Q4: 108 shares; 2023Q1: 108 shares; 2023Q2: 130 shares; 2023Q3: 130 shares 130 $8.23K <0.01% 0 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 411 shares; 2022Q4: 411 shares; 2023Q1: 411 shares; 2023Q2: 401 shares; 2023Q3: 287 shares 287 $8.15K <0.01% -114 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 125 shares; 2022Q4: 125 shares; 2023Q1: 120 shares; 2023Q2: 89 shares; 2023Q3: 89 shares 89 $8.13K <0.01% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 205 shares; 2023Q3: 144 shares 144 $7.79K <0.01% -61 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares; 2023Q2: 250 shares; 2023Q3: 250 shares 250 $7.59K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 105 shares; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $7.54K <0.01% 0 Timeline AOR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 150 shares; 2022Q4: 150 shares; 2023Q1: 150 shares; 2023Q2: 150 shares; 2023Q3: 150 shares 150 $7.41K <0.01% 0 Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 73 shares; 2023Q1: 73 shares; 2023Q2: 105 shares; 2023Q3: 105 shares 105 $7.2K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 113 shares; 2023Q2: 119 shares; 2023Q3: 113 shares 113 $7.11K <0.01% -6 Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 41 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares 43 $7.03K <0.01% 0 Timeline ROAD CONSTRUCTION PARTNERS INC More: the full row for CONSTRUCTION PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 192 shares; 2022Q4: 192 shares; 2023Q1: 192 shares; 2023Q2: 192 shares; 2023Q3: 192 shares 192 $7.02K <0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 36 shares; 2023Q2: 36 shares; 2023Q3: 36 shares 36 $6.98K <0.01% 0 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 528 shares; 2022Q4: 346 shares; 2023Q1: 346 shares; 2023Q2: 346 shares; 2023Q3: 346 shares 346 $6.97K <0.01% 0 Timeline SIX FLAGS ENTERTAINMENT CORP SIX FLAGS ENTERTAINMENT CORP More: the full row for SIX FLAGS ENTERTAINMENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 323 shares; 2022Q4: 323 shares; 2023Q1: 323 shares; 2023Q2: 296 shares; 2023Q3: 296 shares 296 $6.96K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 6 shares; 2022Q4: 6 shares; 2023Q1: 6 shares; 2023Q2: 22 shares; 2023Q3: 247 shares 247 $6.95K <0.01% +225 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 460 shares; 2022Q4: 460 shares; 2023Q1: 460 shares; 2023Q2: 460 shares; 2023Q3: 460 shares 460 $6.95K <0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 197 shares; 2022Q4: 199 shares; 2023Q1: 201 shares; 2023Q2: 203 shares; 2023Q3: 205 shares 205 $6.89K <0.01% +2 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31 shares; 2023Q2: 29 shares; 2023Q3: 29 shares 29 $6.86K <0.01% 0 Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 979 shares; 2022Q4: 203 shares; 2023Q1: 203 shares; 2023Q2: 203 shares; 2023Q3: 203 shares 203 $6.82K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 272 shares; 2022Q4: 272 shares; 2023Q1: 272 shares; 2023Q2: 252 shares; 2023Q3: 252 shares 252 $6.8K <0.01% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 72 shares; 2022Q4: 72 shares; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares 72 $6.78K <0.01% 0 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 9,446 shares; 2022Q4: 8,538 shares; 2023Q1: 137 shares; 2023Q2: 156 shares; 2023Q3: 156 shares 156 $6.75K <0.01% 0 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 113 shares; 2023Q2: 113 shares; 2023Q3: 113 shares 113 $6.68K <0.01% 0 Timeline 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 194 shares; 2022Q4: 94 shares; 2023Q1: 94 shares; 2023Q2: 94 shares; 2023Q3: 94 shares 94 $6.65K <0.01% 0 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares 20 $6.59K <0.01% 0 Timeline GATX GATX CORP More: the full row for GATX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 112 shares; 2023Q1: 64 shares; 2023Q2: 60 shares; 2023Q3: 60 shares 60 $6.53K <0.01% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 31 shares; 2023Q3: 31 shares 31 $6.45K <0.01% 0 Timeline EVTC EVERTEC INC More: the full row for EVERTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 185 shares; 2022Q4: 172 shares; 2023Q1: 172 shares; 2023Q2: 172 shares; 2023Q3: 172 shares 172 $6.39K <0.01% 0 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 156 shares; 2022Q4: 156 shares; 2023Q1: 156 shares; 2023Q2: 157 shares; 2023Q3: 157 shares 157 $6.37K <0.01% 0 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 108 shares 108 $6.36K <0.01% new Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 33 shares; 2022Q4: 27 shares; 2023Q1: 27 shares; 2023Q2: 27 shares; 2023Q3: 27 shares 27 $6.32K <0.01% 0 Timeline EEFT EURONET WORLDWIDE INC More: the full row for EURONET WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 57 shares; 2022Q4: 57 shares; 2023Q1: 57 shares; 2023Q2: 79 shares; 2023Q3: 79 shares 79 $6.27K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 129 shares; 2022Q4: 129 shares; 2023Q1: 129 shares; 2023Q2: 129 shares; 2023Q3: 129 shares 129 $6.27K <0.01% 0 Timeline DLS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 109 shares; 2022Q4: 109 shares; 2023Q1: 109 shares; 2023Q2: 109 shares; 2023Q3: 109 shares 109 $6.26K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 442 shares; 2022Q4: 442 shares; 2023Q1: 442 shares; 2023Q2: 442 shares; 2023Q3: 442 shares 442 $6.21K <0.01% 0 Timeline FIZZ NATIONAL BEVERAGE CORP More: the full row for NATIONAL BEVERAGE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 130 shares; 2022Q4: 130 shares; 2023Q1: 130 shares; 2023Q2: 130 shares; 2023Q3: 130 shares 130 $6.11K <0.01% 0 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 164 shares 164 $6.05K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 193 shares; 2022Q4: 193 shares; 2023Q1: 193 shares; 2023Q2: 193 shares; 2023Q3: 193 shares 193 $5.97K <0.01% 0 Timeline KN KNOWLES CORP More: the full row for KNOWLES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares; 2023Q2: 400 shares; 2023Q3: 400 shares 400 $5.92K <0.01% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 54 shares; 2022Q4: 54 shares; 2023Q1: 54 shares; 2023Q2: 42 shares; 2023Q3: 42 shares 42 $5.9K <0.01% 0 Timeline AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 86 shares; 2022Q4: 117 shares; 2023Q1: 117 shares; 2023Q2: 117 shares; 2023Q3: 117 shares 117 $5.87K <0.01% 0 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 91 shares; 2022Q4: 127 shares; 2023Q1: 127 shares; 2023Q2: 116 shares; 2023Q3: 116 shares 116 $5.77K <0.01% 0 Timeline QDEL QUIDELORTHO CORP More: the full row for QUIDELORTHO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares; 2023Q3: 79 shares 79 $5.77K <0.01% +78 Timeline ATLAS ENERGY SOLUTIONS INC ATLAS ENERGY SOLUTIONS INC More: the full row for ATLAS ENERGY SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 274 shares; 2023Q2: 256 shares; 2023Q3: 256 shares 256 $5.69K <0.01% 0 EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 69 shares; 2023Q1: 69 shares; 2023Q2: 69 shares; 2023Q3: 64 shares 64 $5.52K <0.01% -5 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 3 shares; 2022Q4: 3 shares; 2023Q1: 3 shares; 2023Q2: 3 shares; 2023Q3: 3 shares 3 $5.5K <0.01% 0 Timeline CHINA FD INC CHINA FD INC More: the full row for CHINA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 488 shares; 2022Q4: 488 shares; 2023Q1: 511 shares; 2023Q2: 511 shares; 2023Q3: 511 shares 511 $5.4K <0.01% 0 GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 200 shares; 2023Q2: 200 shares; 2023Q3: 200 shares 200 $5.38K <0.01% 0 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 61 shares; 2022Q4: 65 shares; 2023Q1: 65 shares; 2023Q2: 65 shares; 2023Q3: 65 shares 65 $5.36K <0.01% 0 Timeline NVCR NOVOCURE LTD More: the full row for NOVOCURE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 330 shares; 2023Q3: 330 shares 330 $5.33K <0.01% 0 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 2,277 shares; 2022Q4: 2,118 shares; 2023Q1: 26 shares; 2023Q2: 69 shares; 2023Q3: 106 shares 106 $5.28K <0.01% +37 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 35 shares; 2022Q4: 43 shares; 2023Q1: 43 shares; 2023Q2: 43 shares; 2023Q3: 43 shares 43 $5.28K <0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 478 shares; 2022Q4: 478 shares; 2023Q1: 465 shares; 2023Q2: 436 shares; 2023Q3: 436 shares 436 $5.28K <0.01% 0 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 80 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 87 shares; 2023Q3: 88 shares 88 $5.24K <0.01% +1 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 38 shares; 2023Q2: 25 shares; 2023Q3: 25 shares 25 $5.22K <0.01% 0 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 38 shares; 2023Q3: 38 shares 38 $5.16K <0.01% 0 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 48 shares; 2022Q4: 48 shares; 2023Q1: 48 shares; 2023Q2: 48 shares; 2023Q3: 48 shares 48 $5.11K <0.01% 0 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 120 shares; 2023Q1: 120 shares; 2023Q2: 120 shares; 2023Q3: 120 shares 120 $5.08K <0.01% 0 Timeline CAKE CHEESECAKE FACTORY INC More: the full row for CHEESECAKE FACTORY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 170 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 166 shares; 2023Q3: 166 shares 166 $5.03K <0.01% 0 Timeline OLN OLIN CORP More: the full row for OLIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 107 shares; 2022Q4: 107 shares; 2023Q1: 107 shares; 2023Q2: 100 shares; 2023Q3: 100 shares 100 $5K <0.01% 0 Timeline BBJP 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 301 shares; 2022Q4: 99 shares; 2023Q1: 99 shares; 2023Q2: 125 shares; 2023Q3: 98 shares 98 $4.92K <0.01% -27 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 25 shares; 2022Q4: 25 shares; 2023Q1: 25 shares; 2023Q2: 25 shares; 2023Q3: 25 shares 25 $4.9K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 20 shares; 2022Q4: 24 shares; 2023Q1: 24 shares; 2023Q2: 24 shares; 2023Q3: 24 shares 24 $4.88K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 72 shares; 2023Q2: 72 shares; 2023Q3: 72 shares 72 $4.87K <0.01% 0 Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 42 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 51 shares; 2023Q3: 51 shares 51 $4.85K <0.01% 0 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 18,403 shares; 2022Q4: 17,709 shares; 2023Q1: 175 shares; 2023Q2: 64 shares; 2023Q3: 64 shares 64 $4.84K <0.01% 0 Timeline HROW HARROW INC More: the full row for HARROW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 337 shares; 2022Q4: 337 shares; 2023Q1: 337 shares; 2023Q2: 337 shares; 2023Q3: 337 shares 337 $4.84K <0.01% 0 Timeline ST SENSATA TECHNOLOGIES HLDG PL More: the full row for SENSATA TECHNOLOGIES HLDG PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 136 shares; 2023Q2: 127 shares; 2023Q3: 127 shares 127 $4.8K <0.01% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 11 shares; 2023Q3: 18 shares 18 $4.74K <0.01% +7 Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 112 shares; 2022Q4: 112 shares; 2023Q1: 155 shares; 2023Q2: 151 shares; 2023Q3: 151 shares 151 $4.74K <0.01% 0 Timeline UNF UNIFIRST CORP MASS More: the full row for UNIFIRST CORP MASS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 34 shares; 2022Q4: 29 shares; 2023Q1: 29 shares; 2023Q2: 29 shares; 2023Q3: 29 shares 29 $4.73K <0.01% 0 Timeline GTY GETTY RLTY CORP NEW More: the full row for GETTY RLTY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: 122 shares; 2023Q1: 169 shares; 2023Q2: 169 shares; 2023Q3: 169 shares 169 $4.69K <0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 22 shares; 2023Q2: 22 shares; 2023Q3: 22 shares 22 $4.6K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 135 shares 135 $4.55K <0.01% +34 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 410 shares; 2022Q4: 435 shares; 2023Q1: 95 shares; 2023Q2: 135 shares; 2023Q3: 135 shares 135 $4.45K <0.01% 0 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 100 shares 100 $4.42K <0.01% new Timeline FCG 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 170 shares; 2023Q3: 170 shares 170 $4.42K <0.01% 0 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 69 shares; 2022Q4: 61 shares; 2023Q1: 61 shares; 2023Q2: 61 shares; 2023Q3: 61 shares 61 $4.39K <0.01% 0 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 49 shares; 2022Q4: 49 shares; 2023Q1: 49 shares; 2023Q2: 44 shares; 2023Q3: 44 shares 44 $4.37K <0.01% 0 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 87 shares; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 91 shares 91 $4.37K <0.01% 0 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 118 shares; 2022Q4: 118 shares; 2023Q1: 101 shares; 2023Q2: 101 shares; 2023Q3: 101 shares 101 $4.3K <0.01% 0 Timeline Leslie's Inc Leslie's Inc More: the full row for Leslie's Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 347 shares; 2022Q4: 443 shares; 2023Q1: 443 shares; 2023Q2: 443 shares; 2023Q3: 751 shares 751 $4.25K <0.01% +308 SMR NUSCALE PWR CORP More: the full row for NUSCALE PWR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 457 shares; 2022Q4: 457 shares; 2023Q1: 757 shares; 2023Q2: 757 shares; 2023Q3: 857 shares 857 $4.2K <0.01% +100 Timeline GIB CGI INC More: the full row for CGI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 36 shares; 2022Q4: 36 shares; 2023Q1: 49 shares; 2023Q2: 42 shares; 2023Q3: 42 shares 42 $4.14K <0.01% 0 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 89 shares; 2022Q4: 83 shares; 2023Q1: 83 shares; 2023Q2: 83 shares; 2023Q3: 83 shares 83 $4.12K <0.01% 0 Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 800 shares; 2023Q3: 800 shares 800 $4.12K <0.01% 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 51 shares; 2022Q4: 51 shares; 2023Q1: 51 shares; 2023Q2: 52 shares; 2023Q3: 52 shares 52 $4.08K <0.01% 0 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 28 shares; 2022Q4: 28 shares; 2023Q1: 28 shares; 2023Q2: 28 shares; 2023Q3: 28 shares 28 $4.03K <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 120 shares; 2022Q4: 91 shares; 2023Q1: 91 shares; 2023Q2: 91 shares; 2023Q3: 71 shares 71 $3.96K <0.01% -20 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 14 shares; 2022Q4: 20 shares; 2023Q1: 20 shares; 2023Q2: 20 shares; 2023Q3: 20 shares 20 $3.95K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 16 shares; 2022Q4: 19 shares; 2023Q1: 19 shares; 2023Q2: 19 shares; 2023Q3: 16 shares 16 $3.94K <0.01% -3 Timeline BATT AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 335 shares; 2022Q4: 349 shares; 2023Q1: 349 shares; 2023Q2: 349 shares; 2023Q3: 349 shares 349 $3.94K <0.01% 0 Timeline VIOO 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; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 22 shares; 2022Q4: 22 shares; 2023Q1: 44 shares; 2023Q2: 44 shares; 2023Q3: 44 shares 44 $3.85K <0.01% 0 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 90 shares; 2023Q3: 90 shares 90 $3.8K <0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 53 shares; 2023Q2: 53 shares; 2023Q3: 53 shares 53 $3.78K <0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 69 shares 69 $3.77K <0.01% new Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16 shares; 2023Q2: 16 shares; 2023Q3: 34 shares 34 $3.74K <0.01% +18 Timeline SMART GLOBAL HLDGS INC SMART GLOBAL HLDGS INC More: the full row for SMART GLOBAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 166 shares; 2022Q4: 166 shares; 2023Q1: 166 shares; 2023Q2: 152 shares; 2023Q3: 152 shares 152 $3.7K <0.01% 0 RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q4: restricted; 2022Q1: restricted; 2022Q2: restricted; 2022Q3: 151 shares; 2022Q4: 151 shares; 2023Q1: 151 shares; 2023Q2: 151 shares; 2023Q3: 151 shares 151 $3.67K <0.01% 0 Timeline