VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 425,085 shares; 2021Q4: 450,346 shares; 2022Q1: 464,495 shares; 2022Q2: 467,936 shares 467,936 $80.6M 17.54% +3,441 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 38,197 shares; 2021Q4: 69,660 shares; 2022Q1: 57,717 shares; 2022Q2: 59,432 shares 59,432 $20.6M 4.48% +1,715 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 163,541 shares; 2021Q4: 163,293 shares; 2022Q1: 158,754 shares; 2022Q2: 159,001 shares 159,001 $16.2M 3.52% +247 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 109,229 shares; 2021Q4: 108,168 shares; 2022Q1: 107,291 shares; 2022Q2: 105,704 shares 105,704 $14.5M 3.14% -1,587 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 41,896 shares; 2021Q4: 41,896 shares; 2022Q1: 41,896 shares; 2022Q2: 41,896 shares 41,896 $12.7M 2.76% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 104,501 shares; 2021Q4: 104,612 shares; 2022Q1: 104,813 shares; 2022Q2: 105,567 shares 105,567 $12.5M 2.73% +754 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 194,854 shares; 2022Q2: 229,577 shares 229,577 $11.6M 2.53% +34,723 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 58,707 shares; 2021Q4: 59,804 shares; 2022Q1: 61,335 shares; 2022Q2: 60,890 shares 60,890 $11.5M 2.5% -445 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 198,061 shares; 2021Q4: 207,396 shares; 2022Q1: 218,720 shares; 2022Q2: 224,964 shares 224,964 $9.18M 2% +6,244 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 174,804 shares; 2021Q4: 177,140 shares; 2022Q1: 184,059 shares; 2022Q2: 179,668 shares 179,668 $7.97M 1.73% -4,391 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,165 shares; 2021Q4: 53,010 shares; 2022Q1: 54,468 shares; 2022Q2: 54,064 shares 54,064 $7.76M 1.69% -404 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 140,827 shares; 2022Q2: 151,617 shares 151,617 $7.59M 1.65% +10,790 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,469 shares; 2021Q4: 55,993 shares; 2022Q1: 53,650 shares; 2022Q2: 54,102 shares 54,102 $7.09M 1.54% +452 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 30,212 shares; 2021Q4: 30,892 shares; 2022Q1: 31,058 shares; 2022Q2: 31,066 shares 31,066 $7.03M 1.53% +8 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 33,276 shares; 2021Q4: 35,365 shares; 2022Q1: 36,265 shares; 2022Q2: 37,426 shares 37,426 $6.8M 1.48% +1,161 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 104,414 shares; 2021Q4: 107,254 shares; 2022Q1: 109,231 shares; 2022Q2: 108,410 shares 108,410 $6.02M 1.31% -821 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35,165 shares; 2021Q4: 35,130 shares; 2022Q1: 34,020 shares; 2022Q2: 33,581 shares 33,581 $5.96M 1.3% -439 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 66,470 shares; 2021Q4: 65,983 shares; 2022Q1: 62,401 shares; 2022Q2: 60,027 shares 60,027 $5.56M 1.21% -2,374 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,376 shares; 2021Q4: 20,387 shares; 2022Q1: 21,818 shares; 2022Q2: 20,684 shares 20,684 $5.31M 1.16% -1,134 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,163 shares; 2021Q4: 2,188 shares; 2022Q1: 2,194 shares; 2022Q2: 2,256 shares 2,256 $4.92M 1.07% +62 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 51,744 shares; 2021Q4: 51,708 shares; 2022Q1: 50,186 shares; 2022Q2: 50,244 shares 50,244 $4.58M 1% +58 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,069 shares; 2021Q4: 24,551 shares; 2022Q1: 24,588 shares; 2022Q2: 24,742 shares 24,742 $4.12M 0.9% +154 Timeline PFFD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,136 shares; 2021Q4: 43,825 shares; 2022Q1: 180,232 shares; 2022Q2: 190,350 shares 190,350 $4.04M 0.88% +10,118 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,247 shares; 2021Q4: 18,608 shares; 2022Q1: 27,670 shares; 2022Q2: 28,366 shares 28,366 $3.81M 0.83% +696 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 17,097 shares; 2021Q4: 18,545 shares; 2022Q1: 19,696 shares; 2022Q2: 20,542 shares 20,542 $3.62M 0.79% +846 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,908 shares; 2021Q4: 14,009 shares; 2022Q1: 15,364 shares; 2022Q2: 16,126 shares 16,126 $3.53M 0.77% +762 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,849 shares; 2021Q4: 14,011 shares; 2022Q1: 14,508 shares; 2022Q2: 14,911 shares 14,911 $3.38M 0.74% +403 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 36,747 shares; 2021Q4: 35,810 shares; 2022Q1: 35,810 shares; 2022Q2: 35,810 shares 35,810 $3.3M 0.72% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,322 shares; 2021Q4: 1,334 shares; 2022Q1: 1,349 shares; 2022Q2: 29,504 shares 29,504 $3.13M 0.68% +28,155 Timeline MGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 26,819 shares; 2021Q4: 28,231 shares; 2022Q1: 29,321 shares; 2022Q2: 31,189 shares 31,189 $3M 0.65% +1,868 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 51,589 shares; 2021Q4: 51,229 shares; 2022Q1: 49,357 shares; 2022Q2: 53,389 shares 53,389 $2.8M 0.61% +4,032 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,807 shares; 2021Q4: 9,771 shares; 2022Q1: 9,269 shares; 2022Q2: 9,665 shares 9,665 $2.64M 0.57% +396 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,357 shares; 2021Q4: 10,389 shares; 2022Q1: 10,308 shares; 2022Q2: 10,801 shares 10,801 $2.63M 0.57% +493 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,187 shares; 2021Q4: 16,154 shares; 2022Q1: 16,155 shares; 2022Q2: 16,507 shares 16,507 $2.37M 0.52% +352 Timeline PFS PROVIDENT FINL SVCS INC More: the full row for PROVIDENT FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 105,648 shares; 2021Q4: 105,654 shares; 2022Q1: 105,659 shares; 2022Q2: 105,666 shares 105,666 $2.35M 0.51% +7 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 49,742 shares; 2021Q4: 49,597 shares; 2022Q1: 49,597 shares; 2022Q2: 49,597 shares 49,597 $2.27M 0.49% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,260 shares; 2021Q4: 23,782 shares; 2022Q1: 27,382 shares; 2022Q2: 29,125 shares 29,125 $2.25M 0.49% +1,743 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,678 shares; 2021Q4: 20,223 shares; 2022Q1: 20,620 shares; 2022Q2: 19,585 shares 19,585 $2.21M 0.48% -1,035 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35,832 shares; 2021Q4: 27,314 shares; 2022Q1: 26,992 shares; 2022Q2: 25,414 shares 25,414 $2.18M 0.47% -1,578 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,297 shares; 2021Q4: 15,205 shares; 2022Q1: 14,916 shares; 2022Q2: 22,308 shares 22,308 $2.11M 0.46% +7,392 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,715 shares; 2021Q4: 12,898 shares; 2022Q1: 13,061 shares; 2022Q2: 12,916 shares 12,916 $1.98M 0.43% -145 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,910 shares; 2021Q4: 4,031 shares; 2022Q1: 4,077 shares; 2022Q2: 4,075 shares 4,075 $1.95M 0.42% -2 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,424 shares; 2021Q4: 4,337 shares; 2022Q1: 4,158 shares; 2022Q2: 3,724 shares 3,724 $1.91M 0.42% -434 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 41,845 shares; 2021Q4: 40,361 shares; 2022Q1: 39,371 shares; 2022Q2: 47,737 shares 47,737 $1.87M 0.41% +8,366 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,198 shares; 2022Q1: 4,948 shares; 2022Q2: 4,948 shares 4,948 $1.87M 0.41% 0 Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,498 shares; 2021Q4: 10,112 shares; 2022Q1: 10,478 shares; 2022Q2: 10,942 shares 10,942 $1.79M 0.39% +464 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,609 shares; 2021Q4: 9,623 shares; 2022Q1: 9,637 shares; 2022Q2: 9,650 shares 9,650 $1.73M 0.38% +13 Timeline FDBC FIDELITY D & D BANCORP INC More: the full row for FIDELITY D & D BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40,520 shares; 2021Q4: 40,520 shares; 2022Q1: 40,520 shares; 2022Q2: 40,520 shares 40,520 $1.65M 0.36% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 26,039 shares; 2021Q4: 22,787 shares; 2022Q1: 21,587 shares; 2022Q2: 22,362 shares 22,362 $1.6M 0.35% +775 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,058 shares; 2021Q4: 5,825 shares; 2022Q1: 5,825 shares; 2022Q2: 5,729 shares 5,729 $1.51M 0.33% -96 Timeline RWJ 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,025 shares; 2021Q4: 4,530 shares; 2022Q1: 14,299 shares; 2022Q2: 14,717 shares 14,717 $1.5M 0.33% +418 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,743 shares; 2021Q4: 7,696 shares; 2022Q1: 40,238 shares; 2022Q2: 28,773 shares 28,773 $1.49M 0.32% -11,465 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,532 shares; 2021Q4: 9,039 shares; 2022Q1: 10,134 shares; 2022Q2: 10,382 shares 10,382 $1.47M 0.32% +248 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,735 shares; 2021Q4: 9,729 shares; 2022Q1: 9,830 shares; 2022Q2: 10,030 shares 10,030 $1.45M 0.32% +200 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,303 shares; 2021Q4: 4,411 shares; 2022Q1: 4,340 shares; 2022Q2: 4,440 shares 4,440 $1.45M 0.32% +100 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,798 shares; 2021Q4: 7,592 shares; 2022Q1: 6,428 shares; 2022Q2: 6,492 shares 6,492 $1.45M 0.31% +64 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,014 shares; 2021Q4: 4,014 shares; 2022Q1: 4,014 shares; 2022Q2: 4,014 shares 4,014 $1.41M 0.31% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,682 shares; 2021Q4: 6,669 shares; 2022Q1: 14,851 shares; 2022Q2: 9,841 shares 9,841 $1.39M 0.3% -5,010 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 58,091 shares 58,091 $1.38M 0.3% new Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,549 shares; 2021Q4: 5,369 shares; 2022Q1: 5,593 shares; 2022Q2: 5,741 shares 5,741 $1.35M 0.29% +148 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 28,088 shares; 2021Q4: 27,636 shares; 2022Q1: 29,014 shares; 2022Q2: 29,332 shares 29,332 $1.32M 0.29% +318 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,725 shares; 2021Q4: 21,809 shares; 2022Q1: 21,217 shares; 2022Q2: 20,363 shares 20,363 $1.28M 0.28% -854 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,146 shares; 2021Q4: 20,892 shares; 2022Q1: 19,921 shares; 2022Q2: 20,105 shares 20,105 $1.26M 0.27% +184 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,568 shares; 2021Q4: 16,631 shares; 2022Q1: 16,617 shares; 2022Q2: 16,192 shares 16,192 $1.26M 0.27% -425 ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,587 shares 50,587 $1.25M 0.27% new 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,812 shares; 2021Q4: 4,786 shares; 2022Q1: 4,634 shares; 2022Q2: 4,527 shares 4,527 $1.24M 0.27% -107 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,609 shares; 2021Q4: 2,611 shares; 2022Q1: 2,507 shares; 2022Q2: 2,541 shares 2,541 $1.24M 0.27% +34 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 14,197 shares; 2021Q4: 14,856 shares; 2022Q1: 21,538 shares; 2022Q2: 29,599 shares 29,599 $1.23M 0.27% +8,061 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,899 shares; 2021Q4: 5,644 shares; 2022Q1: 6,739 shares; 2022Q2: 7,291 shares 7,291 $1.2M 0.26% +552 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,568 shares; 2021Q4: 5,560 shares; 2022Q1: 21,744 shares; 2022Q2: 21,188 shares 21,188 $1.18M 0.26% -556 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,300 shares; 2021Q4: 7,300 shares; 2022Q1: 40,036 shares; 2022Q2: 41,349 shares 41,349 $1.17M 0.25% +1,313 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,469 shares; 2021Q4: 2,475 shares; 2022Q1: 2,460 shares; 2022Q2: 2,412 shares 2,412 $1.15M 0.25% -48 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,578 shares; 2021Q4: 6,578 shares; 2022Q1: 6,617 shares; 2022Q2: 6,703 shares 6,703 $1.13M 0.25% +86 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 503 shares; 2021Q4: 503 shares; 2022Q1: 506 shares; 2022Q2: 494 shares 494 $1.08M 0.24% -12 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,844 shares; 2021Q4: 12,606 shares; 2022Q1: 12,009 shares; 2022Q2: 11,092 shares 11,092 $1.07M 0.23% -917 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,804 shares; 2021Q4: 3,148 shares; 2022Q1: 3,452 shares; 2022Q2: 3,366 shares 3,366 $1.06M 0.23% -86 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,773 shares; 2021Q4: 3,039 shares; 2022Q1: 19,608 shares; 2022Q2: 19,609 shares 19,609 $1.06M 0.23% +1 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,852 shares; 2021Q4: 20,424 shares; 2022Q1: 20,814 shares; 2022Q2: 20,781 shares 20,781 $1.05M 0.23% -33 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,455 shares; 2021Q4: 4,480 shares; 2022Q1: 4,503 shares; 2022Q2: 4,506 shares 4,506 $1.05M 0.23% +3 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,412 shares; 2021Q4: 19,412 shares; 2022Q1: 18,956 shares; 2022Q2: 18,956 shares 18,956 $1.05M 0.23% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,716 shares; 2021Q4: 2,084 shares; 2022Q1: 2,535 shares; 2022Q2: 2,739 shares 2,739 $1M 0.22% +204 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,035 shares; 2021Q4: 6,735 shares; 2022Q1: 6,962 shares; 2022Q2: 6,922 shares 6,922 $1M 0.22% -40 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,888 shares; 2021Q4: 13,536 shares; 2022Q1: 12,778 shares; 2022Q2: 12,797 shares 12,797 $985K 0.21% +19 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,701 shares; 2021Q4: 4,308 shares; 2022Q1: 4,823 shares; 2022Q2: 4,883 shares 4,883 $945K 0.21% +60 Timeline SPHQ 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,133 shares; 2022Q2: 22,448 shares 22,448 $943K 0.21% +315 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,904 shares; 2021Q4: 11,222 shares; 2022Q1: 12,175 shares; 2022Q2: 12,317 shares 12,317 $941K 0.2% +142 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,448 shares; 2021Q4: 22,572 shares; 2022Q1: 22,150 shares; 2022Q2: 21,159 shares 21,159 $902K 0.2% -991 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,276 shares; 2021Q4: 1,869 shares; 2022Q1: 2,637 shares; 2022Q2: 2,731 shares 2,731 $885K 0.19% +94 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,322 shares; 2021Q4: 2,316 shares; 2022Q1: 2,317 shares; 2022Q2: 2,318 shares 2,318 $879K 0.19% +1 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,362 shares; 2022Q1: 1,702 shares; 2022Q2: 1,777 shares 1,777 $878K 0.19% +75 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,418 shares; 2021Q4: 2,244 shares; 2022Q1: 2,187 shares; 2022Q2: 1,990 shares 1,990 $856K 0.19% -197 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,553 shares; 2021Q4: 4,066 shares; 2022Q1: 4,709 shares; 2022Q2: 5,276 shares 5,276 $851K 0.19% +567 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,704 shares; 2021Q4: 3,866 shares; 2022Q1: 3,866 shares; 2022Q2: 4,093 shares 4,093 $844K 0.18% +227 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,489 shares; 2021Q4: 22,277 shares; 2022Q1: 23,137 shares; 2022Q2: 28,880 shares 28,880 $836K 0.18% +5,743 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,263 shares; 2021Q4: 5,263 shares; 2022Q1: 5,263 shares; 2022Q2: 5,263 shares 5,263 $830K 0.18% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,885 shares; 2021Q4: 5,441 shares; 2022Q1: 11,988 shares; 2022Q2: 16,259 shares 16,259 $798K 0.17% +4,271 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,184 shares; 2021Q4: 3,143 shares; 2022Q1: 3,122 shares; 2022Q2: 3,218 shares 3,218 $794K 0.17% +96 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,793 shares; 2021Q4: 3,793 shares; 2022Q1: 3,793 shares; 2022Q2: 3,793 shares 3,793 $788K 0.17% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,181 shares; 2021Q4: 19,939 shares; 2022Q1: 18,793 shares; 2022Q2: 16,958 shares 16,958 $780K 0.17% -1,835 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,870 shares; 2021Q4: 4,709 shares; 2022Q1: 4,935 shares; 2022Q2: 6,414 shares 6,414 $729K 0.16% +1,479 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 550 shares; 2021Q4: 550 shares; 2022Q1: 8,016 shares; 2022Q2: 8,016 shares 8,016 $720K 0.16% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,931 shares; 2021Q4: 3,922 shares; 2022Q1: 3,981 shares; 2022Q2: 4,045 shares 4,045 $695K 0.15% +64 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,919 shares; 2022Q1: 12,522 shares; 2022Q2: 13,767 shares 13,767 $690K 0.15% +1,245 Timeline PFFV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,915 shares; 2022Q2: 28,284 shares 28,284 $683K 0.15% +15,369 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,012 shares; 2021Q4: 17,411 shares; 2022Q1: 17,654 shares; 2022Q2: 17,345 shares 17,345 $649K 0.14% -309 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,926 shares; 2021Q4: 8,928 shares; 2022Q1: 8,139 shares; 2022Q2: 8,141 shares 8,141 $648K 0.14% +2 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 903 shares; 2022Q1: 1,224 shares; 2022Q2: 1,498 shares 1,498 $638K 0.14% +274 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,498 shares; 2021Q4: 4,271 shares; 2022Q1: 4,404 shares; 2022Q2: 4,501 shares 4,501 $615K 0.13% +97 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,258 shares; 2021Q4: 1,444 shares; 2022Q1: 2,395 shares; 2022Q2: 8,639 shares 8,639 $603K 0.13% +6,244 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,076 shares; 2021Q4: 4,314 shares; 2022Q1: 4,590 shares; 2022Q2: 4,509 shares 4,509 $595K 0.13% -81 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,088 shares; 2021Q4: 6,030 shares; 2022Q1: 6,042 shares; 2022Q2: 5,752 shares 5,752 $578K 0.13% -290 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,259 shares; 2021Q4: 5,259 shares; 2022Q1: 5,259 shares; 2022Q2: 5,259 shares 5,259 $571K 0.12% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,612 shares; 2021Q4: 13,768 shares; 2022Q1: 13,722 shares; 2022Q2: 13,621 shares 13,621 $569K 0.12% -101 Timeline XMHQ 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 8,151 shares; 2022Q2: 8,891 shares 8,891 $565K 0.12% +740 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,153 shares; 2021Q4: 8,952 shares; 2022Q1: 39,871 shares; 2022Q2: 19,369 shares 19,369 $549K 0.12% -20,502 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,436 shares; 2021Q4: 16,456 shares; 2022Q1: 14,553 shares; 2022Q2: 15,668 shares 15,668 $549K 0.12% +1,115 Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,715 shares; 2021Q4: 3,715 shares; 2022Q1: 3,715 shares; 2022Q2: 3,715 shares 3,715 $548K 0.12% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,974 shares; 2022Q2: 10,447 shares 10,447 $546K 0.12% +6,473 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,872 shares; 2021Q4: 2,478 shares; 2022Q1: 3,267 shares; 2022Q2: 3,104 shares 3,104 $539K 0.12% -163 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 34,070 shares; 2021Q4: 43,143 shares; 2022Q1: 44,689 shares; 2022Q2: 53,242 shares 53,242 $531K 0.12% +8,553 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,357 shares; 2021Q4: 3,696 shares; 2022Q1: 27,096 shares; 2022Q2: 11,934 shares 11,934 $519K 0.11% -15,162 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,220 shares; 2021Q4: 5,453 shares; 2022Q1: 5,245 shares; 2022Q2: 5,245 shares 5,245 $518K 0.11% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,713 shares; 2022Q1: 2,340 shares; 2022Q2: 2,412 shares 2,412 $515K 0.11% +72 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,812 shares; 2021Q4: 1,527 shares; 2022Q1: 2,034 shares; 2022Q2: 2,120 shares 2,120 $513K 0.11% +86 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,101 shares; 2021Q4: 6,268 shares; 2022Q1: 6,268 shares; 2022Q2: 6,268 shares 6,268 $509K 0.11% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,816 shares; 2021Q4: 3,336 shares; 2022Q1: 4,708 shares; 2022Q2: 4,952 shares 4,952 $506K 0.11% +244 Timeline SPHB 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,405 shares; 2021Q4: 1,405 shares; 2022Q1: 8,515 shares; 2022Q2: 8,458 shares 8,458 $496K 0.11% -57 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,207 shares; 2022Q2: 6,112 shares 6,112 $492K 0.11% +4,905 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,562 shares; 2021Q4: 4,556 shares; 2022Q1: 6,039 shares; 2022Q2: 6,402 shares 6,402 $488K 0.11% +363 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 810 shares; 2021Q4: 949 shares; 2022Q1: 1,343 shares; 2022Q2: 1,550 shares 1,550 $460K 0.1% +207 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,731 shares; 2021Q4: 1,746 shares; 2022Q1: 1,631 shares; 2022Q2: 1,631 shares 1,631 $460K 0.1% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,048 shares; 2021Q4: 2,079 shares; 2022Q1: 4,232 shares; 2022Q2: 2,988 shares 2,988 $453K 0.1% -1,244 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 495 shares; 2021Q4: 647 shares; 2022Q1: 824 shares; 2022Q2: 827 shares 827 $449K 0.1% +3 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,091 shares; 2021Q4: 4,845 shares; 2022Q1: 4,845 shares; 2022Q2: 4,865 shares 4,865 $444K 0.1% +20 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,121 shares; 2021Q4: 6,911 shares; 2022Q1: 6,914 shares; 2022Q2: 6,918 shares 6,918 $441K 0.1% +4 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,818 shares; 2021Q4: 2,883 shares; 2022Q1: 2,512 shares; 2022Q2: 3,442 shares 3,442 $440K 0.1% +930 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,969 shares; 2021Q4: 2,376 shares; 2022Q1: 2,785 shares; 2022Q2: 2,511 shares 2,511 $439K 0.1% -274 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,305 shares; 2021Q4: 4,736 shares; 2022Q1: 5,508 shares; 2022Q2: 5,716 shares 5,716 $435K 0.09% +208 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,709 shares; 2021Q4: 2,733 shares; 2022Q1: 2,698 shares; 2022Q2: 2,378 shares 2,378 $434K 0.09% -320 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,804 shares; 2022Q1: 18,742 shares; 2022Q2: 23,838 shares 23,838 $430K 0.09% +5,096 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,278 shares; 2021Q4: 5,112 shares; 2022Q1: 4,594 shares; 2022Q2: 4,719 shares 4,719 $424K 0.09% +125 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,357 shares; 2021Q4: 2,643 shares; 2022Q1: 3,441 shares; 2022Q2: 3,575 shares 3,575 $421K 0.09% +134 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,542 shares; 2021Q4: 4,543 shares; 2022Q1: 4,543 shares; 2022Q2: 4,544 shares 4,544 $421K 0.09% +1 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,534 shares; 2021Q4: 3,554 shares; 2022Q1: 3,209 shares; 2022Q2: 3,219 shares 3,219 $417K 0.09% +10 Timeline ETV EATON VANCE TAX-MANAGED BUY- More: the full row for EATON VANCE TAX-MANAGED BUY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 38,819 shares; 2021Q4: 38,829 shares; 2022Q1: 30,870 shares; 2022Q2: 30,882 shares 30,882 $417K 0.09% +12 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 427 shares; 2021Q4: 563 shares; 2022Q1: 1,236 shares; 2022Q2: 2,319 shares 2,319 $406K 0.09% +1,083 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,666 shares; 2021Q4: 3,669 shares; 2022Q1: 3,092 shares; 2022Q2: 3,095 shares 3,095 $397K 0.09% +3 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,455 shares; 2021Q4: 6,158 shares; 2022Q1: 6,053 shares; 2022Q2: 5,648 shares 5,648 $395K 0.09% -405 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,537 shares; 2021Q4: 3,272 shares; 2022Q1: 4,492 shares; 2022Q2: 5,030 shares 5,030 $385K 0.08% +538 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 574 shares; 2021Q4: 574 shares; 2022Q1: 564 shares; 2022Q2: 564 shares 564 $380K 0.08% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,446 shares; 2021Q4: 5,896 shares; 2022Q1: 7,079 shares; 2022Q2: 6,799 shares 6,799 $380K 0.08% -280 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,332 shares; 2021Q4: 4,540 shares; 2022Q1: 5,419 shares; 2022Q2: 7,489 shares 7,489 $376K 0.08% +2,070 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,113 shares; 2021Q4: 7,147 shares; 2022Q1: 7,533 shares; 2022Q2: 7,498 shares 7,498 $375K 0.08% -35 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,594 shares; 2021Q4: 1,597 shares; 2022Q1: 1,599 shares; 2022Q2: 1,593 shares 1,593 $352K 0.08% -6 Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,214 shares; 2021Q4: 1,462 shares; 2022Q1: 2,046 shares; 2022Q2: 2,189 shares 2,189 $351K 0.08% +143 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,017 shares; 2021Q4: 4,622 shares; 2022Q1: 4,622 shares; 2022Q2: 4,574 shares 4,574 $340K 0.07% -48 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,550 shares; 2021Q4: 1,469 shares; 2022Q1: 1,938 shares; 2022Q2: 1,991 shares 1,991 $337K 0.07% +53 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,575 shares; 2021Q4: 4,119 shares; 2022Q1: 5,444 shares; 2022Q2: 5,404 shares 5,404 $332K 0.07% -40 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 254 shares; 2021Q4: 254 shares; 2022Q1: 3,987 shares; 2022Q2: 3,987 shares 3,987 $327K 0.07% 0 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,907 shares; 2021Q4: 13,907 shares; 2022Q1: 13,907 shares; 2022Q2: 13,907 shares 13,907 $324K 0.07% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,470 shares; 2021Q4: 2,470 shares; 2022Q1: 3,176 shares; 2022Q2: 3,523 shares 3,523 $321K 0.07% +347 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,696 shares; 2021Q4: 5,223 shares; 2022Q1: 5,173 shares; 2022Q2: 5,015 shares 5,015 $319K 0.07% -158 Timeline SPR SPIRIT AEROSYSTEMS HLDGS INC More: the full row for SPIRIT AEROSYSTEMS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,246 shares; 2021Q4: 10,619 shares; 2022Q1: 10,650 shares; 2022Q2: 10,874 shares 10,874 $319K 0.07% +224 Timeline SKYY 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,915 shares; 2021Q4: 4,815 shares; 2022Q1: 4,815 shares; 2022Q2: 4,816 shares 4,816 $317K 0.07% +1 Timeline PXH 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 15,040 shares; 2022Q2: 17,448 shares 17,448 $317K 0.07% +2,408 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,004 shares; 2021Q4: 13,037 shares; 2022Q1: 14,775 shares; 2022Q2: 14,885 shares 14,885 $312K 0.07% +110 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,072 shares; 2021Q4: 8,946 shares; 2022Q1: 8,404 shares; 2022Q2: 8,406 shares 8,406 $300K 0.07% +2 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,891 shares; 2021Q4: 9,480 shares; 2022Q1: 9,331 shares; 2022Q2: 9,591 shares 9,591 $299K 0.07% +260 Timeline MLAB MESA LABS INC More: the full row for MESA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,465 shares 1,465 $299K 0.07% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,580 shares; 2021Q4: 2,618 shares; 2022Q1: 3,527 shares; 2022Q2: 4,506 shares 4,506 $298K 0.06% +979 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,354 shares; 2021Q4: 1,385 shares; 2022Q1: 1,282 shares; 2022Q2: 1,282 shares 1,282 $292K 0.06% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,660 shares; 2021Q4: 3,663 shares; 2022Q1: 3,668 shares; 2022Q2: 3,694 shares 3,694 $286K 0.06% +26 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,108 shares; 2021Q4: 4,699 shares; 2022Q1: 4,544 shares; 2022Q2: 4,369 shares 4,369 $281K 0.06% -175 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,435 shares; 2021Q4: 1,435 shares; 2022Q1: 1,435 shares; 2022Q2: 1,310 shares 1,310 $275K 0.06% -125 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,769 shares; 2021Q4: 2,749 shares; 2022Q1: 2,842 shares; 2022Q2: 2,971 shares 2,971 $275K 0.06% +129 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,827 shares; 2021Q4: 1,827 shares; 2022Q1: 1,770 shares; 2022Q2: 1,783 shares 1,783 $273K 0.06% +13 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,002 shares; 2021Q4: 1,002 shares; 2022Q1: 1,002 shares; 2022Q2: 1,002 shares 1,002 $269K 0.06% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,634 shares; 2021Q4: 3,735 shares; 2022Q1: 4,082 shares; 2022Q2: 3,333 shares 3,333 $266K 0.06% -749 Timeline ETB EATON VANCE TAX MNGED BUY WR More: the full row for EATON VANCE TAX MNGED BUY WR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 31,028 shares; 2021Q4: 31,036 shares; 2022Q1: 17,515 shares; 2022Q2: 17,525 shares 17,525 $263K 0.06% +10 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,350 shares 10,350 $256K 0.06% new 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 549 shares; 2021Q4: 2,620 shares; 2022Q1: 4,015 shares; 2022Q2: 4,055 shares 4,055 $252K 0.05% +40 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,417 shares; 2021Q4: 1,420 shares; 2022Q1: 1,420 shares; 2022Q2: 1,421 shares 1,421 $247K 0.05% +1 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,159 shares; 2021Q4: 2,987 shares; 2022Q1: 2,987 shares; 2022Q2: 2,485 shares 2,485 $246K 0.05% -502 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,898 shares; 2021Q4: 2,898 shares; 2022Q1: 2,898 shares; 2022Q2: 2,898 shares 2,898 $245K 0.05% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,070 shares; 2021Q4: 2,070 shares; 2022Q1: 2,071 shares; 2022Q2: 2,071 shares 2,071 $244K 0.05% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,635 shares; 2022Q2: 7,635 shares 7,635 $244K 0.05% 0 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,905 shares; 2022Q2: 7,905 shares 7,905 $242K 0.05% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,298 shares; 2021Q4: 1,538 shares; 2022Q1: 2,147 shares; 2022Q2: 2,564 shares 2,564 $241K 0.05% +417 Timeline CZFS CITIZENS FINL SVCS INC More: the full row for CITIZENS FINL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,417 shares 3,417 $239K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,195 shares; 2021Q4: 1,195 shares; 2022Q1: 1,195 shares; 2022Q2: 1,195 shares 1,195 $235K 0.05% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,908 shares; 2021Q4: 1,665 shares; 2022Q1: 6,466 shares; 2022Q2: 3,768 shares 3,768 $233K 0.05% -2,698 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 815 shares; 2022Q1: 1,220 shares; 2022Q2: 1,820 shares 1,820 $231K 0.05% +600 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,939 shares; 2021Q4: 3,390 shares; 2022Q1: 6,736 shares; 2022Q2: 7,271 shares 7,271 $231K 0.05% +535 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,694 shares; 2021Q4: 2,388 shares; 2022Q1: 3,407 shares; 2022Q2: 3,464 shares 3,464 $230K 0.05% +57 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 543 shares; 2021Q4: 1,570 shares; 2022Q1: 2,145 shares; 2022Q2: 2,145 shares 2,145 $230K 0.05% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 10,836 shares; 2022Q1: 743 shares; 2022Q2: 813 shares 813 $228K 0.05% +70 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,348 shares; 2021Q4: 3,253 shares; 2022Q1: 2,646 shares; 2022Q2: 2,652 shares 2,652 $226K 0.05% +6 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,668 shares; 2021Q4: 1,703 shares; 2022Q1: 1,828 shares; 2022Q2: 1,843 shares 1,843 $224K 0.05% +15 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,048 shares; 2021Q4: 1,049 shares; 2022Q1: 1,069 shares; 2022Q2: 1,070 shares 1,070 $224K 0.05% +1 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 370 shares; 2021Q4: 939 shares; 2022Q1: 1,169 shares; 2022Q2: 909 shares 909 $223K 0.05% -260 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,967 shares; 2021Q4: 1,967 shares; 2022Q1: 1,967 shares; 2022Q2: 1,967 shares 1,967 $223K 0.05% 0 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,547 shares; 2021Q4: 2,626 shares; 2022Q1: 2,500 shares; 2022Q2: 2,356 shares 2,356 $218K 0.05% -144 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,500 shares; 2021Q4: 1,565 shares; 2022Q1: 1,565 shares; 2022Q2: 1,565 shares 1,565 $217K 0.05% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,775 shares; 2021Q4: 3,776 shares; 2022Q1: 3,072 shares; 2022Q2: 3,073 shares 3,073 $217K 0.05% +1 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,544 shares; 2021Q4: 3,544 shares; 2022Q1: 3,365 shares; 2022Q2: 3,624 shares 3,624 $213K 0.05% +259 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,835 shares; 2021Q4: 11,835 shares; 2022Q1: 12,203 shares; 2022Q2: 12,203 shares 12,203 $211K 0.05% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 482 shares; 2021Q4: 483 shares; 2022Q1: 485 shares; 2022Q2: 345 shares 345 $210K 0.05% -140 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,252 shares; 2021Q4: 3,252 shares; 2022Q1: 3,252 shares; 2022Q2: 3,252 shares 3,252 $209K 0.05% 0 Timeline PDN 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 586 shares; 2021Q4: 4,474 shares; 2022Q1: 7,105 shares; 2022Q2: 7,160 shares 7,160 $208K 0.05% +55 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,103 shares; 2021Q4: 7,749 shares; 2022Q1: 7,749 shares; 2022Q2: 7,749 shares 7,749 $205K 0.04% 0 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,020 shares; 2021Q4: 5,122 shares; 2022Q1: 4,789 shares; 2022Q2: 4,917 shares 4,917 $196K 0.04% +128 URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 307 shares; 2021Q4: 408 shares; 2022Q1: 790 shares; 2022Q2: 799 shares 799 $194K 0.04% +9 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 1,039 shares; 2022Q2: 1,039 shares 1,039 $193K 0.04% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,540 shares; 2021Q4: 4,540 shares; 2022Q1: 4,540 shares; 2022Q2: 4,540 shares 4,540 $189K 0.04% 0 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,997 shares; 2021Q4: 5,082 shares; 2022Q1: 5,137 shares; 2022Q2: 5,157 shares 5,157 $186K 0.04% +20 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,417 shares; 2022Q1: 35,868 shares; 2022Q2: 51,006 shares 51,006 $184K 0.04% +15,138 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,849 shares; 2021Q4: 1,854 shares; 2022Q1: 1,894 shares; 2022Q2: 1,922 shares 1,922 $182K 0.04% +28 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 4,000 shares 4,000 $178K 0.04% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,068 shares; 2021Q4: 4,073 shares; 2022Q1: 4,078 shares; 2022Q2: 3,932 shares 3,932 $178K 0.04% -146 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 707 shares; 2021Q4: 707 shares; 2022Q1: 1,767 shares; 2022Q2: 1,767 shares 1,767 $176K 0.04% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,877 shares; 2021Q4: 1,891 shares; 2022Q1: 1,891 shares; 2022Q2: 3,559 shares 3,559 $176K 0.04% +1,668 Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,659 shares; 2021Q4: 1,659 shares; 2022Q1: 3,343 shares; 2022Q2: 3,649 shares 3,649 $176K 0.04% +306 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,867 shares; 2021Q4: 2,917 shares; 2022Q1: 2,938 shares; 2022Q2: 2,917 shares 2,917 $172K 0.04% -21 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares 800 $172K 0.04% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,258 shares; 2021Q4: 5,570 shares; 2022Q1: 5,868 shares; 2022Q2: 5,868 shares 5,868 $172K 0.04% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,856 shares; 2021Q4: 1,505 shares; 2022Q1: 1,507 shares; 2022Q2: 1,508 shares 1,508 $172K 0.04% +1 Timeline BF-A BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,526 shares; 2021Q4: 2,526 shares; 2022Q1: 2,526 shares; 2022Q2: 2,526 shares 2,526 $171K 0.04% 0 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,624 shares; 2021Q4: 2,624 shares; 2022Q1: 2,624 shares; 2022Q2: 2,624 shares 2,624 $168K 0.04% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 240 shares; 2021Q4: 2,715 shares; 2022Q1: 3,540 shares; 2022Q2: 3,540 shares 3,540 $168K 0.04% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,294 shares; 2021Q4: 1,339 shares; 2022Q1: 1,339 shares; 2022Q2: 1,074 shares 1,074 $165K 0.04% -265 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,832 shares; 2021Q4: 3,832 shares; 2022Q1: 3,832 shares; 2022Q2: 3,832 shares 3,832 $164K 0.04% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,213 shares; 2021Q4: 2,219 shares; 2022Q1: 1,725 shares; 2022Q2: 1,497 shares 1,497 $161K 0.04% -228 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,672 shares; 2021Q4: 5,552 shares; 2022Q1: 5,798 shares; 2022Q2: 5,833 shares 5,833 $158K 0.03% +35 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,951 shares; 2021Q4: 1,951 shares; 2022Q1: 1,951 shares; 2022Q2: 2,068 shares 2,068 $156K 0.03% +117 Timeline HV BANCORP HV BANCORP More: the full row for HV BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,000 shares; 2021Q4: 8,000 shares; 2022Q1: 8,000 shares; 2022Q2: 8,000 shares 8,000 $156K 0.03% 0 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 674 shares; 2022Q2: 773 shares 773 $154K 0.03% +99 Timeline PBW 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,344 shares; 2021Q4: 2,835 shares; 2022Q1: 3,027 shares; 2022Q2: 3,359 shares 3,359 $154K 0.03% +332 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 373 shares; 2021Q4: 436 shares; 2022Q1: 528 shares; 2022Q2: 561 shares 561 $153K 0.03% +33 Timeline GOOS CANADA GOOSE HLDGS INC More: the full row for CANADA GOOSE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,767 shares; 2021Q4: 2,767 shares; 2022Q1: 5,162 shares; 2022Q2: 8,429 shares 8,429 $152K 0.03% +3,267 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,680 shares; 2021Q4: 2,445 shares; 2022Q1: 2,445 shares; 2022Q2: 2,445 shares 2,445 $152K 0.03% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,774 shares; 2021Q4: 3,777 shares; 2022Q1: 3,780 shares; 2022Q2: 3,842 shares 3,842 $150K 0.03% +62 Timeline VTC VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,880 shares 1,880 $145K 0.03% new Timeline FRBA FIRST BK WILLIAMSTOWN NEW JE More: the full row for FIRST BK WILLIAMSTOWN NEW JE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,400 shares; 2022Q2: 10,400 shares 10,400 $145K 0.03% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,999 shares; 2021Q4: 1,999 shares; 2022Q1: 1,999 shares; 2022Q2: 1,743 shares 1,743 $143K 0.03% -256 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,360 shares; 2021Q4: 3,365 shares; 2022Q1: 3,370 shares; 2022Q2: 3,374 shares 3,374 $142K 0.03% +4 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 225 shares; 2021Q4: 240 shares; 2022Q1: 741 shares; 2022Q2: 586 shares 586 $141K 0.03% -155 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 45 shares; 2022Q1: 357 shares; 2022Q2: 435 shares 435 $139K 0.03% +78 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 8,500 shares; 2022Q2: 2,925 shares 2,925 $138K 0.03% -5,575 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 443 shares; 2021Q4: 443 shares; 2022Q1: 443 shares; 2022Q2: 443 shares 443 $133K 0.03% 0 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,530 shares; 2021Q4: 1,551 shares; 2022Q1: 1,552 shares; 2022Q2: 1,341 shares 1,341 $133K 0.03% -211 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,536 shares; 2021Q4: 1,536 shares; 2022Q1: 1,536 shares; 2022Q2: 1,656 shares 1,656 $133K 0.03% +120 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 786 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 1,380 shares 1,380 $132K 0.03% +594 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,521 shares; 2021Q4: 1,529 shares; 2022Q1: 1,537 shares; 2022Q2: 1,546 shares 1,546 $131K 0.03% +9 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,419 shares; 2021Q4: 4,260 shares; 2022Q1: 3,886 shares; 2022Q2: 3,878 shares 3,878 $131K 0.03% -8 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,610 shares; 2021Q4: 7,740 shares; 2022Q1: 7,275 shares; 2022Q2: 7,935 shares 7,935 $131K 0.03% +660 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,025 shares; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares; 2022Q2: 1,025 shares 1,025 $130K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,900 shares; 2021Q4: 2,900 shares; 2022Q1: 2,900 shares; 2022Q2: 2,900 shares 2,900 $129K 0.03% 0 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,030 shares; 2021Q4: 3,030 shares; 2022Q1: 3,030 shares; 2022Q2: 3,030 shares 3,030 $127K 0.03% 0 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 956 shares; 2021Q4: 831 shares; 2022Q1: 831 shares; 2022Q2: 853 shares 853 $127K 0.03% +22 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,761 shares; 2021Q4: 1,761 shares; 2022Q1: 1,761 shares; 2022Q2: 1,761 shares 1,761 $124K 0.03% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,005 shares; 2021Q4: 1,171 shares; 2022Q1: 1,722 shares; 2022Q2: 1,722 shares 1,722 $123K 0.03% 0 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,362 shares; 2021Q4: 4,537 shares; 2022Q1: 4,537 shares; 2022Q2: 4,537 shares 4,537 $123K 0.03% 0 Timeline 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 376 shares; 2021Q4: 541 shares; 2022Q1: 672 shares; 2022Q2: 714 shares 714 $120K 0.03% +42 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,430 shares; 2021Q4: 1,440 shares; 2022Q1: 1,373 shares; 2022Q2: 1,429 shares 1,429 $117K 0.03% +56 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares; 2022Q1: 1,152 shares; 2022Q2: 1,383 shares 1,383 $116K 0.03% +231 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,200 shares 1,200 $115K 0.03% -265 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 739 shares; 2021Q4: 739 shares; 2022Q1: 739 shares; 2022Q2: 679 shares 679 $115K 0.03% -60 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,529 shares; 2021Q4: 2,514 shares; 2022Q1: 1,314 shares; 2022Q2: 1,314 shares 1,314 $115K 0.03% 0 Timeline ABIOMED INC ABIOMED INC More: the full row for ABIOMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 465 shares; 2021Q4: 465 shares; 2022Q1: 465 shares; 2022Q2: 465 shares 465 $115K 0.03% 0 IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,007 shares; 2021Q4: 2,007 shares; 2022Q1: 2,007 shares; 2022Q2: 2,007 shares 2,007 $114K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares 1,200 $114K 0.02% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,295 shares; 2022Q1: 1,315 shares; 2022Q2: 1,380 shares 1,380 $114K 0.02% +65 Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,110 shares; 2021Q4: 1,110 shares; 2022Q1: 1,110 shares; 2022Q2: 1,110 shares 1,110 $112K 0.02% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 824 shares; 2021Q4: 824 shares; 2022Q1: 824 shares; 2022Q2: 824 shares 824 $111K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,320 shares; 2021Q4: 1,320 shares; 2022Q1: 1,320 shares; 2022Q2: 1,320 shares 1,320 $110K 0.02% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 736 shares; 2021Q4: 699 shares; 2022Q1: 685 shares; 2022Q2: 394 shares 394 $109K 0.02% -291 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 506 shares; 2021Q4: 517 shares; 2022Q1: 552 shares; 2022Q2: 552 shares 552 $109K 0.02% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,797 shares; 2021Q4: 1,797 shares; 2022Q1: 3,389 shares; 2022Q2: 3,545 shares 3,545 $108K 0.02% +156 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 187 shares; 2021Q4: 187 shares; 2022Q1: 219 shares; 2022Q2: 226 shares 226 $107K 0.02% +7 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,000 shares; 2021Q4: 3,000 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares 3,000 $107K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 934 shares; 2021Q4: 934 shares; 2022Q1: 934 shares; 2022Q2: 934 shares 934 $105K 0.02% 0 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,160 shares; 2022Q1: 5,698 shares; 2022Q2: 9,007 shares 9,007 $105K 0.02% +3,309 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 819 shares; 2021Q4: 1,044 shares; 2022Q1: 619 shares; 2022Q2: 619 shares 619 $104K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 522 shares 522 $103K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,062 shares; 2021Q4: 1,067 shares; 2022Q1: 1,072 shares; 2022Q2: 1,077 shares 1,077 $102K 0.02% +5 Timeline QTUM ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,586 shares; 2021Q4: 2,048 shares; 2022Q1: 2,406 shares; 2022Q2: 2,482 shares 2,482 $101K 0.02% +76 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,233 shares 2,233 $100K 0.02% new Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,103 shares; 2021Q4: 1,103 shares; 2022Q1: 1,103 shares; 2022Q2: 1,103 shares 1,103 $100K 0.02% 0 Timeline MEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares 2,000 $99K 0.02% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,010 shares; 2021Q4: 2,010 shares; 2022Q1: 2,010 shares; 2022Q2: 2,011 shares 2,011 $98K 0.02% +1 Timeline RSPM 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 855 shares; 2022Q1: 630 shares; 2022Q2: 630 shares 630 $98K 0.02% 0 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 24,475 shares; 2022Q2: 9,796 shares 9,796 $97K 0.02% -14,679 Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 504 shares; 2021Q4: 798 shares; 2022Q1: 813 shares; 2022Q2: 848 shares 848 $97K 0.02% +35 ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,707 shares 2,707 $96K 0.02% new Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,600 shares; 2021Q4: 1,601 shares; 2022Q1: 1,602 shares; 2022Q2: 1,604 shares 1,604 $96K 0.02% +2 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,542 shares; 2021Q4: 1,546 shares; 2022Q1: 1,551 shares; 2022Q2: 1,513 shares 1,513 $96K 0.02% -38 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares 300 $94K 0.02% 0 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,650 shares; 2021Q4: 1,655 shares; 2022Q1: 1,655 shares; 2022Q2: 1,655 shares 1,655 $94K 0.02% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 499 shares; 2021Q4: 399 shares; 2022Q1: 399 shares; 2022Q2: 399 shares 399 $91K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 53 shares; 2022Q2: 51 shares 51 $89K 0.02% -2 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 881 shares; 2021Q4: 858 shares; 2022Q1: 707 shares; 2022Q2: 604 shares 604 $89K 0.02% -103 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 773 shares; 2021Q4: 778 shares; 2022Q1: 1,073 shares; 2022Q2: 1,080 shares 1,080 $89K 0.02% +7 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 539 shares; 2022Q1: 1,056 shares; 2022Q2: 2,926 shares 2,926 $89K 0.02% +1,870 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,275 shares; 2021Q4: 1,275 shares; 2022Q1: 2,556 shares; 2022Q2: 2,702 shares 2,702 $89K 0.02% +146 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,550 shares 3,550 $89K 0.02% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 510 shares; 2022Q2: 809 shares 809 $85K 0.02% +299 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,189 shares; 2021Q4: 2,195 shares; 2022Q1: 2,203 shares; 2022Q2: 2,211 shares 2,211 $85K 0.02% +8 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares 250 $83K 0.02% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 326 shares; 2021Q4: 334 shares; 2022Q1: 398 shares; 2022Q2: 593 shares 593 $82K 0.02% +195 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,169 shares; 2021Q4: 2,169 shares; 2022Q1: 2,169 shares; 2022Q2: 2,016 shares 2,016 $81K 0.02% -153 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 974 shares; 2021Q4: 974 shares; 2022Q1: 974 shares; 2022Q2: 974 shares 974 $81K 0.02% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,280 shares; 2021Q4: 2,280 shares; 2022Q1: 2,280 shares; 2022Q2: 2,280 shares 2,280 $81K 0.02% 0 Timeline GRBK GREEN BRICK PARTNERS INC More: the full row for GREEN BRICK PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,114 shares; 2021Q4: 4,114 shares; 2022Q1: 4,114 shares; 2022Q2: 4,156 shares 4,156 $81K 0.02% +42 Timeline LAKELAND BANCORP INC LAKELAND BANCORP INC More: the full row for LAKELAND BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,398 shares; 2021Q4: 5,431 shares; 2022Q1: 5,466 shares; 2022Q2: 5,513 shares 5,513 $81K 0.02% +47 SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 527 shares; 2021Q4: 527 shares; 2022Q1: 527 shares; 2022Q2: 527 shares 527 $79K 0.02% 0 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,376 shares; 2021Q4: 2,376 shares; 2022Q1: 2,376 shares; 2022Q2: 2,376 shares 2,376 $79K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 285 shares; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares 570 $78K 0.02% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,855 shares; 2021Q4: 4,856 shares; 2022Q1: 6,356 shares; 2022Q2: 7,012 shares 7,012 $78K 0.02% +656 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,356 shares; 2022Q2: 1,356 shares 1,356 $78K 0.02% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 724 shares; 2021Q4: 1,277 shares; 2022Q1: 1,277 shares; 2022Q2: 1,277 shares 1,277 $77K 0.02% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 885 shares; 2022Q1: 940 shares; 2022Q2: 1,010 shares 1,010 $76K 0.02% +70 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 964 shares; 2022Q2: 964 shares 964 $76K 0.02% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,875 shares; 2021Q4: 1,992 shares; 2022Q1: 1,992 shares; 2022Q2: 1,992 shares 1,992 $76K 0.02% 0 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,039 shares; 2021Q4: 3,039 shares; 2022Q1: 3,039 shares; 2022Q2: 3,039 shares 3,039 $76K 0.02% 0 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 1,346 shares; 2022Q1: 1,349 shares; 2022Q2: 1,354 shares 1,354 $75K 0.02% +5 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 131 shares; 2022Q2: 153 shares 153 $74K 0.02% +22 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares 300 $74K 0.02% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares 350 $73K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,495 shares; 2021Q4: 3,495 shares; 2022Q1: 3,615 shares; 2022Q2: 3,615 shares 3,615 $73K 0.02% 0 Timeline BEN FRANKLIN TEMPLETON INC More: the full row for FRANKLIN TEMPLETON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 9,035 shares; 2022Q2: 3,105 shares 3,105 $72K 0.02% -5,930 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,045 shares; 2021Q4: 1,045 shares; 2022Q1: 1,045 shares; 2022Q2: 1,045 shares 1,045 $72K 0.02% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 170 shares; 2021Q4: 170 shares; 2022Q1: 170 shares; 2022Q2: 185 shares 185 $71K 0.02% +15 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 355 shares; 2021Q4: 355 shares; 2022Q1: 355 shares; 2022Q2: 355 shares 355 $70K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 900 shares; 2021Q4: 1,070 shares; 2022Q1: 1,070 shares; 2022Q2: 1,070 shares 1,070 $69K 0.02% 0 Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 293 shares; 2021Q4: 293 shares; 2022Q1: 456 shares; 2022Q2: 456 shares 456 $69K 0.02% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 529 shares; 2021Q4: 529 shares; 2022Q1: 529 shares; 2022Q2: 529 shares 529 $69K 0.02% 0 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 481 shares; 2021Q4: 473 shares; 2022Q1: 473 shares; 2022Q2: 473 shares 473 $69K 0.02% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,405 shares; 2021Q4: 2,347 shares; 2022Q1: 2,350 shares; 2022Q2: 2,354 shares 2,354 $68K 0.01% +4 Timeline 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 545 shares; 2022Q1: 1,712 shares; 2022Q2: 2,643 shares 2,643 $68K 0.01% +931 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares 250 $68K 0.01% 0 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,186 shares; 2021Q4: 1,188 shares; 2022Q1: 1,214 shares; 2022Q2: 1,372 shares 1,372 $67K 0.01% +158 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 340 shares 340 $67K 0.01% new 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,007 shares; 2021Q4: 1,007 shares; 2022Q1: 1,007 shares; 2022Q2: 853 shares 853 $66K 0.01% -154 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 270 shares; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 279 shares 279 $66K 0.01% +9 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,478 shares; 2021Q4: 1,478 shares; 2022Q1: 1,478 shares; 2022Q2: 1,478 shares 1,478 $66K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 742 shares; 2021Q4: 742 shares; 2022Q1: 742 shares; 2022Q2: 742 shares 742 $66K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 256 shares 256 $65K 0.01% -100 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares 500 $65K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares; 2022Q2: 110 shares 110 $65K 0.01% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 664 shares; 2022Q2: 664 shares 664 $65K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares 800 $64K 0.01% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 750 shares; 2021Q4: 940 shares; 2022Q1: 1,020 shares; 2022Q2: 1,020 shares 1,020 $63K 0.01% 0 Timeline SPGP 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 795 shares 795 $63K 0.01% new Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 645 shares; 2021Q4: 648 shares; 2022Q1: 651 shares; 2022Q2: 653 shares 653 $62K 0.01% +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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 690 shares; 2022Q2: 1,098 shares 1,098 $62K 0.01% +408 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares 875 $62K 0.01% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 218 shares; 2022Q2: 290 shares 290 $62K 0.01% +72 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 441 shares; 2021Q4: 420 shares; 2022Q1: 420 shares; 2022Q2: 444 shares 444 $61K 0.01% +24 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,299 shares; 2021Q4: 1,263 shares; 2022Q1: 836 shares; 2022Q2: 762 shares 762 $61K 0.01% -74 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares 800 $61K 0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 276 shares; 2022Q2: 1,683 shares 1,683 $60K 0.01% +1,407 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 412 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 437 shares 437 $60K 0.01% +25 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 722 shares; 2021Q4: 722 shares; 2022Q1: 772 shares; 2022Q2: 483 shares 483 $59K 0.01% -289 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 556 shares; 2021Q4: 556 shares; 2022Q1: 556 shares; 2022Q2: 556 shares 556 $57K 0.01% 0 Timeline INTRA-CELLULAR THERAPIES INC INTRA-CELLULAR THERAPIES INC More: the full row for INTRA-CELLULAR THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares 1,000 $57K 0.01% 0 ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 903 shares; 2022Q2: 1,717 shares 1,717 $55K 0.01% +814 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,072 shares 1,072 $55K 0.01% new Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares 1,000 $55K 0.01% 0 Timeline SVB FINANCIAL GROUP SVB FINANCIAL GROUP More: the full row for SVB FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 127 shares; 2021Q4: 127 shares; 2022Q1: 127 shares; 2022Q2: 136 shares 136 $54K 0.01% +9 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 415 shares; 2021Q4: 415 shares; 2022Q1: 415 shares; 2022Q2: 415 shares 415 $53K 0.01% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 238 shares; 2021Q4: 238 shares; 2022Q1: 238 shares; 2022Q2: 238 shares 238 $52K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,329 shares; 2021Q4: 5,285 shares; 2022Q1: 4,442 shares; 2022Q2: 5,001 shares 5,001 $52K 0.01% +559 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 235 shares 235 $51K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 522 shares; 2021Q4: 522 shares; 2022Q1: 522 shares; 2022Q2: 504 shares 504 $51K 0.01% -18 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,395 shares 4,395 $51K 0.01% new 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 738 shares; 2021Q4: 738 shares; 2022Q1: 738 shares; 2022Q2: 738 shares 738 $50K 0.01% 0 Timeline OAKTREE SPECIALTY LENDING C… OAKTREE SPECIALTY LENDING CORP More: the full row for OAKTREE SPECIALTY LENDING CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,649 shares; 2022Q2: 7,649 shares 7,649 $50K 0.01% 0 BARCLAYS BK PLC BARCLAYS BK PLC More: the full row for BARCLAYS BK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,957 shares; 2022Q2: 1,957 shares 1,957 $50K 0.01% 0 BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 646 shares 646 $49K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 338 shares; 2021Q4: 353 shares; 2022Q1: 353 shares; 2022Q2: 345 shares 345 $49K 0.01% -8 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 676 shares; 2021Q4: 678 shares; 2022Q1: 681 shares; 2022Q2: 683 shares 683 $48K 0.01% +2 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,049 shares; 2021Q4: 1,049 shares; 2022Q1: 1,049 shares; 2022Q2: 1,049 shares 1,049 $48K 0.01% 0 Timeline ARKG ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,219 shares; 2021Q4: 1,532 shares; 2022Q1: 1,512 shares; 2022Q2: 1,512 shares 1,512 $48K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares; 2022Q1: 1,281 shares; 2022Q2: 1,281 shares 1,281 $47K 0.01% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 15 shares; 2022Q1: 15 shares; 2022Q2: 1,407 shares 1,407 $46K 0.01% +1,392 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,135 shares; 2021Q4: 4,334 shares; 2022Q1: 2,941 shares; 2022Q2: 2,941 shares 2,941 $46K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 422 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 182 shares 182 $45K 0.01% -230 Timeline OATLY GROUP AB OATLY GROUP AB More: the full row for OATLY GROUP AB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,419 shares; 2022Q1: 3,658 shares; 2022Q2: 13,081 shares 13,081 $45K 0.01% +9,423 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,275 shares 3,275 $44K 0.01% new Timeline PRF 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares 300 $44K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 596 shares; 2021Q4: 596 shares; 2022Q1: 596 shares; 2022Q2: 596 shares 596 $43K 0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 552 shares; 2021Q4: 552 shares; 2022Q1: 552 shares; 2022Q2: 552 shares 552 $43K 0.01% 0 Timeline CGW INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 971 shares; 2021Q4: 971 shares; 2022Q1: 971 shares; 2022Q2: 971 shares 971 $43K 0.01% 0 Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 222 shares; 2021Q4: 222 shares; 2022Q1: 222 shares; 2022Q2: 227 shares 227 $43K 0.01% +5 BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,408 shares; 2021Q4: 1,410 shares; 2022Q1: 2,430 shares; 2022Q2: 2,431 shares 2,431 $43K 0.01% +1 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 910 shares; 2021Q4: 910 shares; 2022Q1: 910 shares; 2022Q2: 910 shares 910 $42K 0.01% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 79 shares; 2021Q4: 114 shares; 2022Q1: 156 shares; 2022Q2: 1,350 shares 1,350 $42K 0.01% +1,194 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 184 shares; 2022Q1: 184 shares; 2022Q2: 184 shares 184 $42K 0.01% 0 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 172 shares; 2021Q4: 210 shares; 2022Q1: 215 shares; 2022Q2: 215 shares 215 $42K 0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 365 shares; 2021Q4: 365 shares; 2022Q1: 365 shares; 2022Q2: 365 shares 365 $41K 0.01% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 566 shares; 2021Q4: 566 shares; 2022Q1: 608 shares; 2022Q2: 430 shares 430 $40K 0.01% -178 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 108 shares; 2021Q4: 432 shares; 2022Q1: 432 shares; 2022Q2: 432 shares 432 $40K 0.01% 0 RDIV 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,975 shares; 2021Q4: 975 shares; 2022Q1: 975 shares; 2022Q2: 975 shares 975 $40K 0.01% 0 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,355 shares; 2021Q4: 1,355 shares; 2022Q1: 1,355 shares; 2022Q2: 1,355 shares 1,355 $39K 0.01% 0 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,278 shares; 2021Q4: 1,168 shares; 2022Q1: 1,168 shares; 2022Q2: 613 shares 613 $39K 0.01% -555 Timeline II VI INC II VI INC More: the full row for II VI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 756 shares; 2021Q4: 756 shares; 2022Q1: 756 shares; 2022Q2: 756 shares 756 $39K 0.01% 0 DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 968 shares; 2021Q4: 968 shares; 2022Q1: 968 shares; 2022Q2: 968 shares 968 $38K 0.01% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares; 2022Q2: 410 shares 410 $37K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 135 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 147 shares 147 $37K 0.01% +12 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 952 shares; 2021Q4: 953 shares; 2022Q1: 955 shares; 2022Q2: 956 shares 956 $37K 0.01% +1 Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 595 shares; 2021Q4: 595 shares; 2022Q1: 595 shares; 2022Q2: 631 shares 631 $37K 0.01% +36 Timeline SBLK STAR BULK CARRIERS CORP. More: the full row for STAR BULK CARRIERS CORP. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 1,500 shares 1,500 $37K 0.01% -500 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 253 shares; 2021Q4: 319 shares; 2022Q1: 368 shares; 2022Q2: 402 shares 402 $36K 0.01% +34 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 424 shares; 2021Q4: 425 shares; 2022Q1: 426 shares; 2022Q2: 428 shares 428 $36K 0.01% +2 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,583 shares; 2022Q2: 1,583 shares 1,583 $36K 0.01% 0 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 691 shares; 2021Q4: 693 shares; 2022Q1: 694 shares; 2022Q2: 695 shares 695 $36K 0.01% +1 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 430 shares; 2021Q4: 430 shares; 2022Q1: 430 shares; 2022Q2: 430 shares 430 $36K 0.01% 0 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 520 shares; 2022Q2: 520 shares 520 $35K 0.01% 0 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 395 shares; 2021Q4: 395 shares; 2022Q1: 395 shares; 2022Q2: 395 shares 395 $35K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 337 shares; 2022Q1: 337 shares; 2022Q2: 337 shares 337 $35K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 228 shares; 2021Q4: 228 shares; 2022Q1: 228 shares; 2022Q2: 228 shares 228 $35K 0.01% 0 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 848 shares 848 $35K 0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 207 shares; 2021Q4: 207 shares; 2022Q1: 207 shares; 2022Q2: 229 shares 229 $34K 0.01% +22 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 360 shares; 2022Q1: 365 shares; 2022Q2: 405 shares 405 $34K 0.01% +40 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 252 shares; 2021Q4: 252 shares; 2022Q1: 252 shares; 2022Q2: 252 shares 252 $34K 0.01% 0 Timeline CQQQ 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 683 shares; 2021Q4: 683 shares; 2022Q1: 683 shares; 2022Q2: 683 shares 683 $34K 0.01% 0 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,717 shares; 2021Q4: 1,717 shares; 2022Q1: 1,717 shares; 2022Q2: 1,717 shares 1,717 $33K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares 400 $33K 0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 325 shares; 2021Q4: 325 shares; 2022Q1: 417 shares; 2022Q2: 417 shares 417 $33K 0.01% 0 Timeline SHAK SHAKE SHACK INC More: the full row for SHAKE SHACK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,035 shares; 2021Q4: 1,035 shares; 2022Q1: 1,035 shares; 2022Q2: 835 shares 835 $33K 0.01% -200 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 45 shares; 2022Q1: 255 shares; 2022Q2: 330 shares 330 $33K 0.01% +75 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,066 shares; 2021Q4: 1,066 shares; 2022Q1: 722 shares; 2022Q2: 894 shares 894 $32K 0.01% +172 Timeline JPIE 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 700 shares; 2022Q2: 700 shares 700 $32K 0.01% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 221 shares; 2021Q4: 222 shares; 2022Q1: 224 shares; 2022Q2: 227 shares 227 $32K 0.01% +3 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 497 shares; 2021Q4: 433 shares; 2022Q1: 433 shares; 2022Q2: 433 shares 433 $32K 0.01% 0 Timeline ROBT 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 852 shares; 2021Q4: 852 shares; 2022Q1: 852 shares; 2022Q2: 852 shares 852 $32K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 445 shares; 2021Q4: 445 shares; 2022Q1: 445 shares; 2022Q2: 445 shares 445 $31K 0.01% 0 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 205 shares; 2022Q2: 205 shares 205 $31K 0.01% 0 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 401 shares; 2021Q4: 4,139 shares; 2022Q1: 4,139 shares; 2022Q2: 4,139 shares 4,139 $31K 0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6 shares; 2021Q4: 381 shares; 2022Q1: 586 shares; 2022Q2: 516 shares 516 $31K 0.01% -70 Timeline FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,601 shares; 2021Q4: 1,601 shares; 2022Q1: 1,601 shares; 2022Q2: 1,601 shares 1,601 $31K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 282 shares; 2021Q4: 282 shares; 2022Q1: 282 shares; 2022Q2: 282 shares 282 $30K 0.01% 0 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 965 shares; 2022Q1: 967 shares; 2022Q2: 969 shares 969 $30K 0.01% +2 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: not reported; 2022Q1: 795 shares; 2022Q2: 795 shares 795 $30K 0.01% 0 SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,614 shares; 2021Q4: 1,087 shares; 2022Q1: 1,087 shares; 2022Q2: 1,087 shares 1,087 $29K 0.01% 0 Timeline 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 363 shares; 2022Q1: 363 shares; 2022Q2: 363 shares 363 $29K 0.01% 0 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 438 shares; 2021Q4: 438 shares; 2022Q1: 438 shares; 2022Q2: 438 shares 438 $29K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares 400 $29K 0.01% 0 Timeline PBF PBF ENERGY INC More: the full row for PBF ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares 1,000 $29K 0.01% 0 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,362 shares; 2021Q4: 2,362 shares; 2022Q1: 2,362 shares; 2022Q2: 2,362 shares 2,362 $29K 0.01% 0 Timeline APPN APPIAN CORP More: the full row for APPIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 616 shares; 2021Q4: 606 shares; 2022Q1: 606 shares; 2022Q2: 606 shares 606 $29K 0.01% 0 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 119 shares; 2021Q4: 119 shares; 2022Q1: 119 shares; 2022Q2: 119 shares 119 $28K 0.01% 0 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 827 shares; 2022Q1: 827 shares; 2022Q2: 827 shares 827 $28K 0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,339 shares; 2021Q4: 1,167 shares; 2022Q1: 1,167 shares; 2022Q2: 1,167 shares 1,167 $28K 0.01% 0 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 536 shares; 2021Q4: 541 shares; 2022Q1: 543 shares; 2022Q2: 547 shares 547 $28K 0.01% +4 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 45 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 135 shares 135 $27K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 113 shares; 2021Q4: 113 shares; 2022Q1: 113 shares; 2022Q2: 113 shares 113 $27K 0.01% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 319 shares; 2021Q4: 319 shares; 2022Q1: 321 shares; 2022Q2: 321 shares 321 $27K 0.01% 0 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 346 shares; 2021Q4: 339 shares; 2022Q1: 333 shares; 2022Q2: 333 shares 333 $27K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares 300 $27K 0.01% 0 Timeline NIO NIO INC More: the full row for NIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,100 shares; 2021Q4: 1,180 shares; 2022Q1: 1,240 shares; 2022Q2: 1,240 shares 1,240 $27K 0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares 115 $27K 0.01% 0 Timeline RWK 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares 350 $27K 0.01% 0 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares 250 $27K 0.01% 0 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 315 shares; 2021Q4: 315 shares; 2022Q1: 640 shares; 2022Q2: 630 shares 630 $25K 0.01% -10 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares 40 $25K 0.01% 0 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 535 shares; 2021Q4: 535 shares; 2022Q1: 535 shares; 2022Q2: 536 shares 536 $25K 0.01% +1 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 351 shares; 2021Q4: 354 shares; 2022Q1: 357 shares; 2022Q2: 360 shares 360 $25K 0.01% +3 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 768 shares; 2022Q1: 768 shares; 2022Q2: 768 shares 768 $25K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares 200 $25K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 312 shares; 2021Q4: 312 shares; 2022Q1: 312 shares; 2022Q2: 312 shares 312 $25K 0.01% 0 Timeline AB ALLIANCEBERNSTEIN HLDG L P More: the full row for ALLIANCEBERNSTEIN HLDG L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares 600 $25K 0.01% 0 Timeline UVSP UNIVEST FINANCIAL CORPORATIO More: the full row for UNIVEST FINANCIAL CORPORATIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares 1,000 $25K 0.01% 0 Timeline IDRV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 545 shares; 2021Q4: 606 shares; 2022Q1: 676 shares; 2022Q2: 686 shares 686 $25K 0.01% +10 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 221 shares; 2022Q2: 221 shares 221 $24K 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 646 shares; 2021Q4: 648 shares; 2022Q1: 648 shares; 2022Q2: 653 shares 653 $24K 0.01% +5 Timeline RCI ROGERS COMMUNICATIONS INC More: the full row for ROGERS COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares 500 $24K 0.01% 0 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,805 shares; 2021Q4: 11,805 shares; 2022Q1: 11,805 shares; 2022Q2: 11,805 shares 11,805 $24K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 220 shares; 2021Q4: 220 shares; 2022Q1: 220 shares; 2022Q2: 210 shares 210 $24K 0.01% -10 Timeline MANDIANT INC NPV MANDIANT INC NPV More: the full row for MANDIANT INC NPV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,121 shares; 2022Q1: 1,121 shares; 2022Q2: 1,121 shares 1,121 $24K 0.01% 0 SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 252 shares; 2021Q4: 252 shares; 2022Q1: 252 shares; 2022Q2: 252 shares 252 $23K 0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 479 shares; 2022Q2: 479 shares 479 $23K 0.01% 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares 200 $23K 0.01% 0 ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 771 shares; 2021Q4: 771 shares; 2022Q1: 771 shares; 2022Q2: 771 shares 771 $23K 0.01% 0 Timeline FIVN FIVE9 INC More: the full row for FIVE9 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 239 shares; 2021Q4: 239 shares; 2022Q1: 239 shares; 2022Q2: 239 shares 239 $22K <0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 101 shares; 2021Q4: 101 shares; 2022Q1: 101 shares; 2022Q2: 101 shares 101 $22K <0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,253 shares; 2021Q4: 1,255 shares; 2022Q1: 1,257 shares; 2022Q2: 1,260 shares 1,260 $22K <0.01% +3 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 365 shares; 2021Q4: 265 shares; 2022Q1: 265 shares; 2022Q2: 265 shares 265 $22K <0.01% 0 Timeline DBX DROPBOX INC More: the full row for DROPBOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,056 shares; 2021Q4: 1,056 shares; 2022Q1: 1,056 shares; 2022Q2: 1,056 shares 1,056 $22K <0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 83 shares; 2021Q4: 83 shares; 2022Q1: 83 shares; 2022Q2: 88 shares 88 $22K <0.01% +5 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,927 shares; 2021Q4: 1,219 shares; 2022Q1: 1,219 shares; 2022Q2: 474 shares 474 $22K <0.01% -745 SIRIUS XM HOLDINGS INC SIRIUS XM HOLDINGS INC More: the full row for SIRIUS XM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,620 shares; 2021Q4: 3,620 shares; 2022Q1: 3,620 shares; 2022Q2: 3,620 shares 3,620 $22K <0.01% 0 AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 179 shares; 2021Q4: 204 shares; 2022Q1: 204 shares; 2022Q2: 204 shares 204 $21K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 493 shares; 2021Q4: 493 shares; 2022Q1: 493 shares; 2022Q2: 493 shares 493 $21K <0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 330 shares; 2021Q4: 610 shares; 2022Q1: 610 shares; 2022Q2: 610 shares 610 $21K <0.01% 0 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; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,136 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 436 shares 436 $21K <0.01% -350 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 920 shares; 2021Q4: 920 shares; 2022Q1: 920 shares; 2022Q2: 920 shares 920 $21K <0.01% 0 Timeline SCHC SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 673 shares; 2021Q4: 673 shares; 2022Q1: 673 shares; 2022Q2: 673 shares 673 $21K <0.01% 0 Timeline TRUP TRUPANION INC More: the full row for TRUPANION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 354 shares; 2021Q4: 354 shares; 2022Q1: 354 shares; 2022Q2: 354 shares 354 $21K <0.01% 0 Timeline NV5 HOLDINGS, INC NV5 HOLDINGS, INC More: the full row for NV5 HOLDINGS, INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 179 shares; 2021Q4: 179 shares; 2022Q1: 179 shares; 2022Q2: 179 shares 179 $21K <0.01% 0