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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 425,085 shares; 2021Q4: 450,346 shares; 2022Q1: 464,495 shares; 2022Q2: 467,936 shares; 2022Q3: 474,760 shares 474,760 $77.7M 17.65% +6,824 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 38,197 shares; 2021Q4: 69,660 shares; 2022Q1: 57,717 shares; 2022Q2: 59,432 shares; 2022Q3: 56,951 shares 56,951 $18.7M 4.25% -2,481 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 163,541 shares; 2021Q4: 163,293 shares; 2022Q1: 158,754 shares; 2022Q2: 159,001 shares; 2022Q3: 159,084 shares 159,084 $15.1M 3.43% +83 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 109,229 shares; 2021Q4: 108,168 shares; 2022Q1: 107,291 shares; 2022Q2: 105,704 shares; 2022Q3: 104,760 shares 104,760 $14.5M 3.29% -944 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 104,501 shares; 2021Q4: 104,612 shares; 2022Q1: 104,813 shares; 2022Q2: 105,567 shares; 2022Q3: 103,049 shares 103,049 $11.5M 2.61% -2,518 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 58,707 shares; 2021Q4: 59,804 shares; 2022Q1: 61,335 shares; 2022Q2: 60,890 shares; 2022Q3: 61,442 shares 61,442 $11M 2.51% +552 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 41,896 shares; 2021Q4: 41,896 shares; 2022Q1: 41,896 shares; 2022Q2: 41,896 shares; 2022Q3: 41,234 shares 41,234 $10.1M 2.31% -662 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 194,854 shares; 2022Q2: 229,577 shares; 2022Q3: 196,296 shares 196,296 $9.87M 2.24% -33,281 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 198,061 shares; 2021Q4: 207,396 shares; 2022Q1: 218,720 shares; 2022Q2: 224,964 shares; 2022Q3: 228,009 shares 228,009 $8.29M 1.88% +3,045 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 174,804 shares; 2021Q4: 177,140 shares; 2022Q1: 184,059 shares; 2022Q2: 179,668 shares; 2022Q3: 182,691 shares 182,691 $7.67M 1.74% +3,023 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,165 shares; 2021Q4: 53,010 shares; 2022Q1: 54,468 shares; 2022Q2: 54,064 shares; 2022Q3: 54,386 shares 54,386 $7.35M 1.67% +322 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 30,212 shares; 2021Q4: 30,892 shares; 2022Q1: 31,058 shares; 2022Q2: 31,066 shares; 2022Q3: 31,760 shares 31,760 $6.96M 1.58% +694 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 140,827 shares; 2022Q2: 151,617 shares; 2022Q3: 135,045 shares 135,045 $6.75M 1.53% -16,572 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 33,276 shares; 2021Q4: 35,365 shares; 2022Q1: 36,265 shares; 2022Q2: 37,426 shares; 2022Q3: 38,690 shares 38,690 $6.74M 1.53% +1,264 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,469 shares; 2021Q4: 55,993 shares; 2022Q1: 53,650 shares; 2022Q2: 54,102 shares; 2022Q3: 52,798 shares 52,798 $6.71M 1.53% -1,304 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 104,414 shares; 2021Q4: 107,254 shares; 2022Q1: 109,231 shares; 2022Q2: 108,410 shares; 2022Q3: 105,201 shares 105,201 $5.61M 1.27% -3,209 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 66,470 shares; 2021Q4: 65,983 shares; 2022Q1: 62,401 shares; 2022Q2: 60,027 shares; 2022Q3: 58,697 shares 58,697 $5.6M 1.27% -1,330 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35,165 shares; 2021Q4: 35,130 shares; 2022Q1: 34,020 shares; 2022Q2: 33,581 shares; 2022Q3: 33,166 shares 33,166 $5.42M 1.23% -415 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,376 shares; 2021Q4: 20,387 shares; 2022Q1: 21,818 shares; 2022Q2: 20,684 shares; 2022Q3: 20,841 shares 20,841 $4.85M 1.1% +157 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 51,744 shares; 2021Q4: 51,708 shares; 2022Q1: 50,186 shares; 2022Q2: 50,244 shares; 2022Q3: 50,090 shares 50,090 $4.31M 0.98% -154 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,163 shares; 2021Q4: 2,188 shares; 2022Q1: 2,194 shares; 2022Q2: 2,256 shares; 2022Q3: 44,081 shares 44,081 $4.22M 0.96% +41,825 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,069 shares; 2021Q4: 24,551 shares; 2022Q1: 24,588 shares; 2022Q2: 24,742 shares; 2022Q3: 24,604 shares 24,604 $4.02M 0.91% -138 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 58,091 shares; 2022Q3: 164,777 shares 164,777 $3.81M 0.86% +106,686 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,136 shares; 2021Q4: 43,825 shares; 2022Q1: 180,232 shares; 2022Q2: 190,350 shares; 2022Q3: 181,515 shares 181,515 $3.72M 0.85% -8,835 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 17,097 shares; 2021Q4: 18,545 shares; 2022Q1: 19,696 shares; 2022Q2: 20,542 shares; 2022Q3: 21,554 shares 21,554 $3.68M 0.84% +1,012 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,908 shares; 2021Q4: 14,009 shares; 2022Q1: 15,364 shares; 2022Q2: 16,126 shares; 2022Q3: 16,577 shares 16,577 $3.49M 0.79% +451 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,322 shares; 2021Q4: 1,334 shares; 2022Q1: 1,349 shares; 2022Q2: 29,504 shares; 2022Q3: 30,395 shares 30,395 $3.44M 0.78% +891 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,247 shares; 2021Q4: 18,608 shares; 2022Q1: 27,670 shares; 2022Q2: 28,366 shares; 2022Q3: 24,900 shares 24,900 $3.17M 0.72% -3,466 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 26,819 shares; 2021Q4: 28,231 shares; 2022Q1: 29,321 shares; 2022Q2: 31,189 shares; 2022Q3: 33,581 shares 33,581 $3.02M 0.69% +2,392 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 36,747 shares; 2021Q4: 35,810 shares; 2022Q1: 35,810 shares; 2022Q2: 35,810 shares; 2022Q3: 35,810 shares 35,810 $2.9M 0.66% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,807 shares; 2021Q4: 9,771 shares; 2022Q1: 9,269 shares; 2022Q2: 9,665 shares; 2022Q3: 9,695 shares 9,695 $2.59M 0.59% +30 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,357 shares; 2021Q4: 10,389 shares; 2022Q1: 10,308 shares; 2022Q2: 10,801 shares; 2022Q3: 10,658 shares 10,658 $2.4M 0.55% -143 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 51,589 shares; 2021Q4: 51,229 shares; 2022Q1: 49,357 shares; 2022Q2: 53,389 shares; 2022Q3: 54,766 shares 54,766 $2.4M 0.54% +1,377 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 105,648 shares; 2021Q4: 105,654 shares; 2022Q1: 105,659 shares; 2022Q2: 105,666 shares; 2022Q3: 114,186 shares 114,186 $2.23M 0.51% +8,520 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35,832 shares; 2021Q4: 27,314 shares; 2022Q1: 26,992 shares; 2022Q2: 25,414 shares; 2022Q3: 25,417 shares 25,417 $2.22M 0.5% +3 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,849 shares; 2021Q4: 14,011 shares; 2022Q1: 14,508 shares; 2022Q2: 14,911 shares; 2022Q3: 14,936 shares 14,936 $2.22M 0.5% +25 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,260 shares; 2021Q4: 23,782 shares; 2022Q1: 27,382 shares; 2022Q2: 29,125 shares; 2022Q3: 29,070 shares 29,070 $2.16M 0.49% -55 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,297 shares; 2021Q4: 15,205 shares; 2022Q1: 14,916 shares; 2022Q2: 22,308 shares; 2022Q3: 22,805 shares 22,805 $2.15M 0.49% +497 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,350 shares; 2022Q3: 86,514 shares 86,514 $2.11M 0.48% +76,164 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,187 shares; 2021Q4: 16,154 shares; 2022Q1: 16,155 shares; 2022Q2: 16,507 shares; 2022Q3: 16,617 shares 16,617 $2.1M 0.48% +110 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 49,742 shares; 2021Q4: 49,597 shares; 2022Q1: 49,597 shares; 2022Q2: 49,597 shares; 2022Q3: 49,597 shares 49,597 $2.05M 0.47% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,678 shares; 2021Q4: 20,223 shares; 2022Q1: 20,620 shares; 2022Q2: 19,585 shares; 2022Q3: 19,145 shares 19,145 $2M 0.45% -440 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,910 shares; 2021Q4: 4,031 shares; 2022Q1: 4,077 shares; 2022Q2: 4,075 shares; 2022Q3: 4,109 shares 4,109 $1.94M 0.44% +34 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,424 shares; 2021Q4: 4,337 shares; 2022Q1: 4,158 shares; 2022Q2: 3,724 shares; 2022Q3: 3,579 shares 3,579 $1.81M 0.41% -145 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,198 shares; 2022Q1: 4,948 shares; 2022Q2: 4,948 shares; 2022Q3: 4,948 shares 4,948 $1.77M 0.4% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,498 shares; 2021Q4: 10,112 shares; 2022Q1: 10,478 shares; 2022Q2: 10,942 shares; 2022Q3: 11,085 shares 11,085 $1.75M 0.4% +143 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,715 shares; 2021Q4: 12,898 shares; 2022Q1: 13,061 shares; 2022Q2: 12,916 shares; 2022Q3: 12,919 shares 12,919 $1.73M 0.39% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40,520 shares; 2021Q4: 40,520 shares; 2022Q1: 40,520 shares; 2022Q2: 40,520 shares; 2022Q3: 40,520 shares 40,520 $1.64M 0.37% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,532 shares; 2021Q4: 9,039 shares; 2022Q1: 10,134 shares; 2022Q2: 10,382 shares; 2022Q3: 10,904 shares 10,904 $1.62M 0.37% +522 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 41,845 shares; 2021Q4: 40,361 shares; 2022Q1: 39,371 shares; 2022Q2: 47,737 shares; 2022Q3: 54,250 shares 54,250 $1.59M 0.36% +6,513 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,058 shares; 2021Q4: 5,825 shares; 2022Q1: 5,825 shares; 2022Q2: 5,729 shares; 2022Q3: 5,729 shares 5,729 $1.59M 0.36% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,609 shares; 2021Q4: 9,623 shares; 2022Q1: 9,637 shares; 2022Q2: 9,650 shares; 2022Q3: 9,666 shares 9,666 $1.59M 0.36% +16 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,798 shares; 2021Q4: 7,592 shares; 2022Q1: 6,428 shares; 2022Q2: 6,492 shares; 2022Q3: 7,088 shares 7,088 $1.52M 0.34% +596 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,735 shares; 2021Q4: 9,729 shares; 2022Q1: 9,830 shares; 2022Q2: 10,030 shares; 2022Q3: 10,280 shares 10,280 $1.48M 0.34% +250 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,025 shares; 2021Q4: 4,530 shares; 2022Q1: 14,299 shares; 2022Q2: 14,717 shares; 2022Q3: 14,717 shares 14,717 $1.42M 0.32% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 14,197 shares; 2021Q4: 14,856 shares; 2022Q1: 21,538 shares; 2022Q2: 29,599 shares; 2022Q3: 38,776 shares 38,776 $1.42M 0.32% +9,177 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 26,039 shares; 2021Q4: 22,787 shares; 2022Q1: 21,587 shares; 2022Q2: 22,362 shares; 2022Q3: 21,282 shares 21,282 $1.41M 0.32% -1,080 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,974 shares; 2022Q2: 10,447 shares; 2022Q3: 27,727 shares 27,727 $1.38M 0.31% +17,280 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,587 shares; 2022Q3: 56,726 shares 56,726 $1.37M 0.31% +6,139 IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,550 shares; 2022Q3: 56,236 shares 56,236 $1.34M 0.3% +52,686 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,014 shares; 2021Q4: 4,014 shares; 2022Q1: 4,014 shares; 2022Q2: 4,014 shares; 2022Q3: 4,014 shares 4,014 $1.31M 0.3% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,303 shares; 2021Q4: 4,411 shares; 2022Q1: 4,340 shares; 2022Q2: 4,440 shares; 2022Q3: 4,214 shares 4,214 $1.29M 0.29% -226 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,549 shares; 2021Q4: 5,369 shares; 2022Q1: 5,593 shares; 2022Q2: 5,741 shares; 2022Q3: 5,680 shares 5,680 $1.27M 0.29% -61 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,743 shares; 2021Q4: 7,696 shares; 2022Q1: 40,238 shares; 2022Q2: 28,773 shares; 2022Q3: 28,914 shares 28,914 $1.27M 0.29% +141 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,812 shares; 2021Q4: 4,786 shares; 2022Q1: 4,634 shares; 2022Q2: 4,527 shares; 2022Q3: 4,534 shares 4,534 $1.25M 0.28% +7 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,146 shares; 2021Q4: 20,892 shares; 2022Q1: 19,921 shares; 2022Q2: 20,105 shares; 2022Q3: 20,109 shares 20,109 $1.22M 0.28% +4 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,682 shares; 2021Q4: 6,669 shares; 2022Q1: 14,851 shares; 2022Q2: 9,841 shares; 2022Q3: 9,773 shares 9,773 $1.16M 0.26% -68 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,568 shares; 2021Q4: 16,631 shares; 2022Q1: 16,617 shares; 2022Q2: 16,192 shares; 2022Q3: 15,404 shares 15,404 $1.15M 0.26% -788 CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,773 shares; 2021Q4: 3,039 shares; 2022Q1: 19,608 shares; 2022Q2: 19,609 shares; 2022Q3: 19,610 shares 19,610 $1.12M 0.25% +1 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,725 shares; 2021Q4: 21,809 shares; 2022Q1: 21,217 shares; 2022Q2: 20,363 shares; 2022Q3: 19,983 shares 19,983 $1.12M 0.25% -380 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,469 shares; 2021Q4: 2,475 shares; 2022Q1: 2,460 shares; 2022Q2: 2,412 shares; 2022Q3: 2,359 shares 2,359 $1.11M 0.25% -53 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,609 shares; 2021Q4: 2,611 shares; 2022Q1: 2,507 shares; 2022Q2: 2,541 shares; 2022Q3: 2,489 shares 2,489 $1.1M 0.25% -52 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 28,088 shares; 2021Q4: 27,636 shares; 2022Q1: 29,014 shares; 2022Q2: 29,332 shares; 2022Q3: 27,376 shares 27,376 $1.08M 0.25% -1,956 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,578 shares; 2021Q4: 6,578 shares; 2022Q1: 6,617 shares; 2022Q2: 6,703 shares; 2022Q3: 6,959 shares 6,959 $1.08M 0.24% +256 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,568 shares; 2021Q4: 5,560 shares; 2022Q1: 21,744 shares; 2022Q2: 21,188 shares; 2022Q3: 21,191 shares 21,191 $1.07M 0.24% +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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,412 shares; 2021Q4: 19,412 shares; 2022Q1: 18,956 shares; 2022Q2: 18,956 shares; 2022Q3: 18,956 shares 18,956 $1.06M 0.24% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,904 shares; 2021Q4: 11,222 shares; 2022Q1: 12,175 shares; 2022Q2: 12,317 shares; 2022Q3: 12,249 shares 12,249 $1.03M 0.23% -68 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,899 shares; 2021Q4: 5,644 shares; 2022Q1: 6,739 shares; 2022Q2: 7,291 shares; 2022Q3: 7,120 shares 7,120 $1.02M 0.23% -171 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,455 shares; 2021Q4: 4,480 shares; 2022Q1: 4,503 shares; 2022Q2: 4,506 shares; 2022Q3: 4,440 shares 4,440 $1.02M 0.23% -66 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,701 shares; 2021Q4: 4,308 shares; 2022Q1: 4,823 shares; 2022Q2: 4,883 shares; 2022Q3: 4,953 shares 4,953 $1.01M 0.23% +70 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,300 shares; 2021Q4: 7,300 shares; 2022Q1: 40,036 shares; 2022Q2: 41,349 shares; 2022Q3: 39,932 shares 39,932 $1M 0.23% -1,417 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,804 shares; 2021Q4: 3,148 shares; 2022Q1: 3,452 shares; 2022Q2: 3,366 shares; 2022Q3: 3,434 shares 3,434 $977K 0.22% +68 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,489 shares; 2021Q4: 22,277 shares; 2022Q1: 23,137 shares; 2022Q2: 28,880 shares; 2022Q3: 31,658 shares 31,658 $941K 0.21% +2,778 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,035 shares; 2021Q4: 6,735 shares; 2022Q1: 6,962 shares; 2022Q2: 6,922 shares; 2022Q3: 6,610 shares 6,610 $899K 0.2% -312 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,362 shares; 2022Q1: 1,702 shares; 2022Q2: 1,777 shares; 2022Q3: 5,454 shares 5,454 $893K 0.2% +3,677 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,133 shares; 2022Q2: 22,448 shares; 2022Q3: 22,460 shares 22,460 $893K 0.2% +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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,844 shares; 2021Q4: 12,606 shares; 2022Q1: 12,009 shares; 2022Q2: 11,092 shares; 2022Q3: 10,827 shares 10,827 $886K 0.2% -265 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,276 shares; 2021Q4: 1,869 shares; 2022Q1: 2,637 shares; 2022Q2: 2,731 shares; 2022Q3: 2,731 shares 2,731 $883K 0.2% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,888 shares; 2021Q4: 13,536 shares; 2022Q1: 12,778 shares; 2022Q2: 12,797 shares; 2022Q3: 12,356 shares 12,356 $878K 0.2% -441 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,448 shares; 2021Q4: 22,572 shares; 2022Q1: 22,150 shares; 2022Q2: 21,159 shares; 2022Q3: 21,232 shares 21,232 $849K 0.19% +73 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,704 shares; 2021Q4: 3,866 shares; 2022Q1: 3,866 shares; 2022Q2: 4,093 shares; 2022Q3: 4,093 shares 4,093 $846K 0.19% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 503 shares; 2021Q4: 503 shares; 2022Q1: 506 shares; 2022Q2: 494 shares; 2022Q3: 8,723 shares 8,723 $839K 0.19% +8,229 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,322 shares; 2021Q4: 2,316 shares; 2022Q1: 2,317 shares; 2022Q2: 2,318 shares; 2022Q3: 2,320 shares 2,320 $832K 0.19% +2 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,553 shares; 2021Q4: 4,066 shares; 2022Q1: 4,709 shares; 2022Q2: 5,276 shares; 2022Q3: 6,109 shares 6,109 $829K 0.19% +833 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 550 shares; 2021Q4: 550 shares; 2022Q1: 8,016 shares; 2022Q2: 8,016 shares; 2022Q3: 8,016 shares 8,016 $820K 0.19% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,113 shares; 2021Q4: 7,147 shares; 2022Q1: 7,533 shares; 2022Q2: 7,498 shares; 2022Q3: 18,210 shares 18,210 $808K 0.18% +10,712 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,716 shares; 2021Q4: 2,084 shares; 2022Q1: 2,535 shares; 2022Q2: 2,739 shares; 2022Q3: 2,891 shares 2,891 $796K 0.18% +152 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,263 shares; 2021Q4: 5,263 shares; 2022Q1: 5,263 shares; 2022Q2: 5,263 shares; 2022Q3: 5,263 shares 5,263 $786K 0.18% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,258 shares; 2021Q4: 1,444 shares; 2022Q1: 2,395 shares; 2022Q2: 8,639 shares; 2022Q3: 8,961 shares 8,961 $771K 0.18% +322 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,184 shares; 2021Q4: 3,143 shares; 2022Q1: 3,122 shares; 2022Q2: 3,218 shares; 2022Q3: 3,294 shares 3,294 $760K 0.17% +76 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,418 shares; 2021Q4: 2,244 shares; 2022Q1: 2,187 shares; 2022Q2: 1,990 shares; 2022Q3: 1,962 shares 1,962 $758K 0.17% -28 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,793 shares; 2021Q4: 3,793 shares; 2022Q1: 3,793 shares; 2022Q2: 3,793 shares; 2022Q3: 3,793 shares 3,793 $748K 0.17% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,436 shares; 2021Q4: 16,456 shares; 2022Q1: 14,553 shares; 2022Q2: 15,668 shares; 2022Q3: 21,161 shares 21,161 $719K 0.16% +5,493 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,852 shares; 2021Q4: 20,424 shares; 2022Q1: 20,814 shares; 2022Q2: 20,781 shares; 2022Q3: 18,283 shares 18,283 $694K 0.16% -2,498 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,207 shares; 2022Q2: 6,112 shares; 2022Q3: 9,271 shares 9,271 $673K 0.15% +3,159 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20,181 shares; 2021Q4: 19,939 shares; 2022Q1: 18,793 shares; 2022Q2: 16,958 shares; 2022Q3: 15,823 shares 15,823 $659K 0.15% -1,135 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,919 shares; 2022Q1: 12,522 shares; 2022Q2: 13,767 shares; 2022Q3: 13,705 shares 13,705 $659K 0.15% -62 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 795 shares; 2022Q3: 8,698 shares 8,698 $651K 0.15% +7,903 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,885 shares; 2021Q4: 5,441 shares; 2022Q1: 11,988 shares; 2022Q2: 16,259 shares; 2022Q3: 14,628 shares 14,628 $629K 0.14% -1,631 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,915 shares; 2022Q2: 28,284 shares; 2022Q3: 26,595 shares 26,595 $624K 0.14% -1,689 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,931 shares; 2021Q4: 3,922 shares; 2022Q1: 3,981 shares; 2022Q2: 4,045 shares; 2022Q3: 4,177 shares 4,177 $619K 0.14% +132 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,926 shares; 2021Q4: 8,928 shares; 2022Q1: 8,139 shares; 2022Q2: 8,141 shares; 2022Q3: 8,143 shares 8,143 $596K 0.14% +2 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 574 shares; 2021Q4: 574 shares; 2022Q1: 564 shares; 2022Q2: 564 shares; 2022Q3: 2,236 shares 2,236 $593K 0.13% +1,672 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 34,070 shares; 2021Q4: 43,143 shares; 2022Q1: 44,689 shares; 2022Q2: 53,242 shares; 2022Q3: 53,242 shares 53,242 $587K 0.13% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 903 shares; 2022Q1: 1,224 shares; 2022Q2: 1,498 shares; 2022Q3: 1,599 shares 1,599 $585K 0.13% +101 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 427 shares; 2021Q4: 563 shares; 2022Q1: 1,236 shares; 2022Q2: 2,319 shares; 2022Q3: 2,399 shares 2,399 $565K 0.13% +80 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 8,151 shares; 2022Q2: 8,891 shares; 2022Q3: 8,891 shares 8,891 $554K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,498 shares; 2021Q4: 4,271 shares; 2022Q1: 4,404 shares; 2022Q2: 4,501 shares; 2022Q3: 4,486 shares 4,486 $543K 0.12% -15 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,715 shares; 2021Q4: 3,715 shares; 2022Q1: 3,715 shares; 2022Q2: 3,715 shares; 2022Q3: 3,715 shares 3,715 $537K 0.12% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,818 shares; 2021Q4: 2,883 shares; 2022Q1: 2,512 shares; 2022Q2: 3,442 shares; 2022Q3: 4,744 shares 4,744 $536K 0.12% +1,302 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,870 shares; 2021Q4: 4,709 shares; 2022Q1: 4,935 shares; 2022Q2: 6,414 shares; 2022Q3: 6,699 shares 6,699 $536K 0.12% +285 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,612 shares; 2021Q4: 13,768 shares; 2022Q1: 13,722 shares; 2022Q2: 13,621 shares; 2022Q3: 13,205 shares 13,205 $533K 0.12% -416 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,088 shares; 2021Q4: 6,030 shares; 2022Q1: 6,042 shares; 2022Q2: 5,752 shares; 2022Q3: 5,776 shares 5,776 $527K 0.12% +24 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,872 shares; 2021Q4: 2,478 shares; 2022Q1: 3,267 shares; 2022Q2: 3,104 shares; 2022Q3: 3,130 shares 3,130 $523K 0.12% +26 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,259 shares; 2021Q4: 5,259 shares; 2022Q1: 5,259 shares; 2022Q2: 5,259 shares; 2022Q3: 5,259 shares 5,259 $509K 0.12% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,153 shares; 2021Q4: 8,952 shares; 2022Q1: 39,871 shares; 2022Q2: 19,369 shares; 2022Q3: 17,665 shares 17,665 $504K 0.11% -1,704 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,405 shares; 2021Q4: 1,405 shares; 2022Q1: 8,515 shares; 2022Q2: 8,458 shares; 2022Q3: 8,789 shares 8,789 $504K 0.11% +331 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,918 shares 21,918 $504K 0.11% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,969 shares; 2021Q4: 2,376 shares; 2022Q1: 2,785 shares; 2022Q2: 2,511 shares; 2022Q3: 2,604 shares 2,604 $489K 0.11% +93 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 810 shares; 2021Q4: 949 shares; 2022Q1: 1,343 shares; 2022Q2: 1,550 shares; 2022Q3: 1,628 shares 1,628 $477K 0.11% +78 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,101 shares; 2021Q4: 6,268 shares; 2022Q1: 6,268 shares; 2022Q2: 6,268 shares; 2022Q3: 6,268 shares 6,268 $472K 0.11% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,562 shares; 2021Q4: 4,556 shares; 2022Q1: 6,039 shares; 2022Q2: 6,402 shares; 2022Q3: 6,299 shares 6,299 $468K 0.11% -103 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,812 shares; 2021Q4: 1,527 shares; 2022Q1: 2,034 shares; 2022Q2: 2,120 shares; 2022Q3: 2,252 shares 2,252 $468K 0.11% +132 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,305 shares; 2021Q4: 4,736 shares; 2022Q1: 5,508 shares; 2022Q2: 5,716 shares; 2022Q3: 5,719 shares 5,719 $452K 0.1% +3 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,012 shares; 2021Q4: 17,411 shares; 2022Q1: 17,654 shares; 2022Q2: 17,345 shares; 2022Q3: 17,204 shares 17,204 $443K 0.1% -141 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,713 shares; 2022Q1: 2,340 shares; 2022Q2: 2,412 shares; 2022Q3: 2,247 shares 2,247 $438K 0.1% -165 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,121 shares; 2021Q4: 6,911 shares; 2022Q1: 6,914 shares; 2022Q2: 6,918 shares; 2022Q3: 6,923 shares 6,923 $436K 0.1% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,446 shares; 2021Q4: 5,896 shares; 2022Q1: 7,079 shares; 2022Q2: 6,799 shares; 2022Q3: 6,953 shares 6,953 $432K 0.1% +154 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 495 shares; 2021Q4: 647 shares; 2022Q1: 824 shares; 2022Q2: 827 shares; 2022Q3: 848 shares 848 $430K 0.1% +21 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,731 shares; 2021Q4: 1,746 shares; 2022Q1: 1,631 shares; 2022Q2: 1,631 shares; 2022Q3: 1,443 shares 1,443 $418K 0.09% -188 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,816 shares; 2021Q4: 3,336 shares; 2022Q1: 4,708 shares; 2022Q2: 4,952 shares; 2022Q3: 4,962 shares 4,962 $412K 0.09% +10 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,091 shares; 2021Q4: 4,845 shares; 2022Q1: 4,845 shares; 2022Q2: 4,865 shares; 2022Q3: 4,865 shares 4,865 $407K 0.09% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 38,819 shares; 2021Q4: 38,829 shares; 2022Q1: 30,870 shares; 2022Q2: 30,882 shares; 2022Q3: 30,894 shares 30,894 $406K 0.09% +12 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,048 shares; 2021Q4: 2,079 shares; 2022Q1: 4,232 shares; 2022Q2: 2,988 shares; 2022Q3: 3,278 shares 3,278 $398K 0.09% +290 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,076 shares; 2021Q4: 4,314 shares; 2022Q1: 4,590 shares; 2022Q2: 4,509 shares; 2022Q3: 3,204 shares 3,204 $396K 0.09% -1,305 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,220 shares; 2021Q4: 5,453 shares; 2022Q1: 5,245 shares; 2022Q2: 5,245 shares; 2022Q3: 4,689 shares 4,689 $389K 0.09% -556 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,709 shares; 2021Q4: 2,733 shares; 2022Q1: 2,698 shares; 2022Q2: 2,378 shares; 2022Q3: 2,378 shares 2,378 $384K 0.09% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,278 shares; 2021Q4: 5,112 shares; 2022Q1: 4,594 shares; 2022Q2: 4,719 shares; 2022Q3: 4,698 shares 4,698 $379K 0.09% -21 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,357 shares; 2021Q4: 2,643 shares; 2022Q1: 3,441 shares; 2022Q2: 3,575 shares; 2022Q3: 3,712 shares 3,712 $377K 0.09% +137 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,666 shares; 2021Q4: 3,669 shares; 2022Q1: 3,092 shares; 2022Q2: 3,095 shares; 2022Q3: 3,099 shares 3,099 $375K 0.09% +4 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,804 shares; 2022Q1: 18,742 shares; 2022Q2: 23,838 shares; 2022Q3: 26,778 shares 26,778 $372K 0.08% +2,940 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,332 shares; 2021Q4: 4,540 shares; 2022Q1: 5,419 shares; 2022Q2: 7,489 shares; 2022Q3: 6,918 shares 6,918 $368K 0.08% -571 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,017 shares; 2021Q4: 4,622 shares; 2022Q1: 4,622 shares; 2022Q2: 4,574 shares; 2022Q3: 4,574 shares 4,574 $363K 0.08% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,542 shares; 2021Q4: 4,543 shares; 2022Q1: 4,543 shares; 2022Q2: 4,544 shares; 2022Q3: 4,919 shares 4,919 $351K 0.08% +375 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,534 shares; 2021Q4: 3,554 shares; 2022Q1: 3,209 shares; 2022Q2: 3,219 shares; 2022Q3: 3,174 shares 3,174 $351K 0.08% -45 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,455 shares; 2021Q4: 6,158 shares; 2022Q1: 6,053 shares; 2022Q2: 5,648 shares; 2022Q3: 5,648 shares 5,648 $345K 0.08% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,537 shares; 2021Q4: 3,272 shares; 2022Q1: 4,492 shares; 2022Q2: 5,030 shares; 2022Q3: 5,359 shares 5,359 $340K 0.08% +329 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 254 shares; 2021Q4: 254 shares; 2022Q1: 3,987 shares; 2022Q2: 3,987 shares; 2022Q3: 4,212 shares 4,212 $340K 0.08% +225 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,594 shares; 2021Q4: 1,597 shares; 2022Q1: 1,599 shares; 2022Q2: 1,593 shares; 2022Q3: 1,596 shares 1,596 $339K 0.08% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,214 shares; 2021Q4: 1,462 shares; 2022Q1: 2,046 shares; 2022Q2: 2,189 shares; 2022Q3: 2,229 shares 2,229 $331K 0.08% +40 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,907 shares; 2021Q4: 13,907 shares; 2022Q1: 13,907 shares; 2022Q2: 13,907 shares; 2022Q3: 13,907 shares 13,907 $309K 0.07% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,696 shares; 2021Q4: 5,223 shares; 2022Q1: 5,173 shares; 2022Q2: 5,015 shares; 2022Q3: 4,974 shares 4,974 $308K 0.07% -41 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,333 shares 10,333 $304K 0.07% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,072 shares; 2021Q4: 8,946 shares; 2022Q1: 8,404 shares; 2022Q2: 8,406 shares; 2022Q3: 8,408 shares 8,408 $299K 0.07% +2 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,575 shares; 2021Q4: 4,119 shares; 2022Q1: 5,444 shares; 2022Q2: 5,404 shares; 2022Q3: 5,409 shares 5,409 $297K 0.07% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,435 shares; 2021Q4: 1,435 shares; 2022Q1: 1,435 shares; 2022Q2: 1,310 shares; 2022Q3: 1,310 shares 1,310 $296K 0.07% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,915 shares; 2021Q4: 4,815 shares; 2022Q1: 4,815 shares; 2022Q2: 4,816 shares; 2022Q3: 4,816 shares 4,816 $291K 0.07% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,660 shares; 2021Q4: 3,663 shares; 2022Q1: 3,668 shares; 2022Q2: 3,694 shares; 2022Q3: 3,698 shares 3,698 $290K 0.07% +4 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,827 shares; 2021Q4: 1,827 shares; 2022Q1: 1,770 shares; 2022Q2: 1,783 shares; 2022Q3: 1,812 shares 1,812 $290K 0.07% +29 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,891 shares; 2021Q4: 9,480 shares; 2022Q1: 9,331 shares; 2022Q2: 9,591 shares; 2022Q3: 9,563 shares 9,563 $289K 0.07% -28 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,048 shares; 2021Q4: 1,049 shares; 2022Q1: 1,069 shares; 2022Q2: 1,070 shares; 2022Q3: 1,070 shares 1,070 $283K 0.06% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,550 shares; 2021Q4: 1,469 shares; 2022Q1: 1,938 shares; 2022Q2: 1,991 shares; 2022Q3: 1,685 shares 1,685 $278K 0.06% -306 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,470 shares; 2021Q4: 2,470 shares; 2022Q1: 3,176 shares; 2022Q2: 3,523 shares; 2022Q3: 3,332 shares 3,332 $267K 0.06% -191 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,500 shares; 2021Q4: 1,565 shares; 2022Q1: 1,565 shares; 2022Q2: 1,565 shares; 2022Q3: 1,950 shares 1,950 $263K 0.06% +385 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 15,040 shares; 2022Q2: 17,448 shares; 2022Q3: 16,048 shares 16,048 $260K 0.06% -1,400 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,769 shares; 2021Q4: 2,749 shares; 2022Q1: 2,842 shares; 2022Q2: 2,971 shares; 2022Q3: 2,972 shares 2,972 $259K 0.06% +1 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,939 shares; 2021Q4: 3,390 shares; 2022Q1: 6,736 shares; 2022Q2: 7,271 shares; 2022Q3: 8,042 shares 8,042 $258K 0.06% +771 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,580 shares; 2021Q4: 2,618 shares; 2022Q1: 3,527 shares; 2022Q2: 4,506 shares; 2022Q3: 3,772 shares 3,772 $254K 0.06% -734 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,002 shares; 2021Q4: 1,002 shares; 2022Q1: 1,002 shares; 2022Q2: 1,002 shares; 2022Q3: 1,002 shares 1,002 $254K 0.06% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 539 shares; 2022Q1: 1,056 shares; 2022Q2: 2,926 shares; 2022Q3: 8,309 shares 8,309 $253K 0.06% +5,383 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,354 shares; 2021Q4: 1,385 shares; 2022Q1: 1,282 shares; 2022Q2: 1,282 shares; 2022Q3: 1,053 shares 1,053 $248K 0.06% -229 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,417 shares; 2021Q4: 1,420 shares; 2022Q1: 1,420 shares; 2022Q2: 1,421 shares; 2022Q3: 1,447 shares 1,447 $246K 0.06% +26 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,159 shares; 2021Q4: 2,987 shares; 2022Q1: 2,987 shares; 2022Q2: 2,485 shares; 2022Q3: 2,485 shares 2,485 $246K 0.06% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,070 shares; 2021Q4: 2,070 shares; 2022Q1: 2,071 shares; 2022Q2: 2,071 shares; 2022Q3: 2,071 shares 2,071 $242K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,905 shares; 2022Q2: 7,905 shares; 2022Q3: 7,905 shares 7,905 $241K 0.05% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,544 shares; 2021Q4: 3,544 shares; 2022Q1: 3,365 shares; 2022Q2: 3,624 shares; 2022Q3: 3,911 shares 3,911 $240K 0.05% +287 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,417 shares; 2022Q3: 3,417 shares 3,417 $240K 0.05% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,668 shares; 2021Q4: 1,703 shares; 2022Q1: 1,828 shares; 2022Q2: 1,843 shares; 2022Q3: 1,843 shares 1,843 $239K 0.05% 0 Timeline 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 307 shares; 2021Q4: 408 shares; 2022Q1: 790 shares; 2022Q2: 799 shares; 2022Q3: 886 shares 886 $239K 0.05% +87 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,246 shares; 2021Q4: 10,619 shares; 2022Q1: 10,650 shares; 2022Q2: 10,874 shares; 2022Q3: 10,775 shares 10,775 $236K 0.05% -99 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,252 shares; 2021Q4: 3,252 shares; 2022Q1: 3,252 shares; 2022Q2: 3,252 shares; 2022Q3: 3,514 shares 3,514 $235K 0.05% +262 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,908 shares; 2021Q4: 1,665 shares; 2022Q1: 6,466 shares; 2022Q2: 3,768 shares; 2022Q3: 3,776 shares 3,776 $233K 0.05% +8 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,298 shares; 2021Q4: 1,538 shares; 2022Q1: 2,147 shares; 2022Q2: 2,564 shares; 2022Q3: 2,817 shares 2,817 $232K 0.05% +253 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,634 shares; 2021Q4: 3,735 shares; 2022Q1: 4,082 shares; 2022Q2: 3,333 shares; 2022Q3: 3,360 shares 3,360 $232K 0.05% +27 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 31,028 shares; 2021Q4: 31,036 shares; 2022Q1: 17,515 shares; 2022Q2: 17,525 shares; 2022Q3: 17,534 shares 17,534 $232K 0.05% +9 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 815 shares; 2022Q1: 1,220 shares; 2022Q2: 1,820 shares; 2022Q3: 1,840 shares 1,840 $229K 0.05% +20 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 543 shares; 2021Q4: 1,570 shares; 2022Q1: 2,145 shares; 2022Q2: 2,145 shares; 2022Q3: 2,145 shares 2,145 $227K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 482 shares; 2021Q4: 483 shares; 2022Q1: 485 shares; 2022Q2: 345 shares; 2022Q3: 412 shares 412 $227K 0.05% +67 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,108 shares; 2021Q4: 4,699 shares; 2022Q1: 4,544 shares; 2022Q2: 4,369 shares; 2022Q3: 4,369 shares 4,369 $220K 0.05% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,694 shares; 2021Q4: 2,388 shares; 2022Q1: 3,407 shares; 2022Q2: 3,464 shares; 2022Q3: 3,468 shares 3,468 $218K 0.05% +4 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 370 shares; 2021Q4: 939 shares; 2022Q1: 1,169 shares; 2022Q2: 909 shares; 2022Q3: 909 shares 909 $218K 0.05% 0 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,195 shares; 2021Q4: 1,195 shares; 2022Q1: 1,195 shares; 2022Q2: 1,195 shares; 2022Q3: 1,195 shares 1,195 $217K 0.05% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,004 shares; 2021Q4: 13,037 shares; 2022Q1: 14,775 shares; 2022Q2: 14,885 shares; 2022Q3: 13,684 shares 13,684 $210K 0.05% -1,201 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,348 shares; 2021Q4: 3,253 shares; 2022Q1: 2,646 shares; 2022Q2: 2,652 shares; 2022Q3: 2,656 shares 2,656 $209K 0.05% +4 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,967 shares; 2021Q4: 1,967 shares; 2022Q1: 1,967 shares; 2022Q2: 1,967 shares; 2022Q3: 1,967 shares 1,967 $209K 0.05% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,465 shares; 2022Q3: 1,465 shares 1,465 $206K 0.05% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,898 shares; 2021Q4: 2,898 shares; 2022Q1: 2,898 shares; 2022Q2: 2,898 shares; 2022Q3: 2,898 shares 2,898 $205K 0.05% 0 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 549 shares; 2021Q4: 2,620 shares; 2022Q1: 4,015 shares; 2022Q2: 4,055 shares; 2022Q3: 3,480 shares 3,480 $191K 0.04% -575 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,835 shares; 2021Q4: 11,835 shares; 2022Q1: 12,203 shares; 2022Q2: 12,203 shares; 2022Q3: 12,203 shares 12,203 $191K 0.04% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,775 shares; 2021Q4: 3,776 shares; 2022Q1: 3,072 shares; 2022Q2: 3,073 shares; 2022Q3: 2,960 shares 2,960 $189K 0.04% -113 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,635 shares; 2022Q2: 7,635 shares; 2022Q3: 7,635 shares 7,635 $188K 0.04% 0 Timeline ARTY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,103 shares; 2021Q4: 7,749 shares; 2022Q1: 7,749 shares; 2022Q2: 7,749 shares; 2022Q3: 7,749 shares 7,749 $185K 0.04% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,030 shares; 2021Q4: 3,030 shares; 2022Q1: 3,030 shares; 2022Q2: 3,030 shares; 2022Q3: 3,030 shares 3,030 $181K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 707 shares; 2021Q4: 707 shares; 2022Q1: 1,767 shares; 2022Q2: 1,767 shares; 2022Q3: 1,767 shares 1,767 $179K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 1,039 shares; 2022Q2: 1,039 shares; 2022Q3: 1,039 shares 1,039 $178K 0.04% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $176K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,540 shares; 2021Q4: 4,540 shares; 2022Q1: 4,540 shares; 2022Q2: 4,540 shares; 2022Q3: 4,540 shares 4,540 $175K 0.04% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,999 shares; 2021Q4: 1,999 shares; 2022Q1: 1,999 shares; 2022Q2: 1,743 shares; 2022Q3: 1,743 shares 1,743 $173K 0.04% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 674 shares; 2022Q2: 773 shares; 2022Q3: 843 shares 843 $171K 0.04% +70 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,526 shares; 2021Q4: 2,526 shares; 2022Q1: 2,526 shares; 2022Q2: 2,526 shares; 2022Q3: 2,526 shares 2,526 $171K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,659 shares; 2021Q4: 1,659 shares; 2022Q1: 3,343 shares; 2022Q2: 3,649 shares; 2022Q3: 3,649 shares 3,649 $168K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 4,000 shares; 2022Q3: 4,000 shares 4,000 $168K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,856 shares; 2021Q4: 1,505 shares; 2022Q1: 1,507 shares; 2022Q2: 1,508 shares; 2022Q3: 1,509 shares 1,509 $167K 0.04% +1 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,610 shares; 2021Q4: 7,740 shares; 2022Q1: 7,275 shares; 2022Q2: 7,935 shares; 2022Q3: 7,935 shares 7,935 $167K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,294 shares; 2021Q4: 1,339 shares; 2022Q1: 1,339 shares; 2022Q2: 1,074 shares; 2022Q3: 1,074 shares 1,074 $166K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 373 shares; 2021Q4: 436 shares; 2022Q1: 528 shares; 2022Q2: 561 shares; 2022Q3: 595 shares 595 $166K 0.04% +34 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,000 shares; 2021Q4: 8,000 shares; 2022Q1: 8,000 shares; 2022Q2: 8,000 shares; 2022Q3: 8,000 shares 8,000 $166K 0.04% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,774 shares; 2021Q4: 3,777 shares; 2022Q1: 3,780 shares; 2022Q2: 3,842 shares; 2022Q3: 4,062 shares 4,062 $163K 0.04% +220 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,997 shares; 2021Q4: 5,082 shares; 2022Q1: 5,137 shares; 2022Q2: 5,157 shares; 2022Q3: 5,182 shares 5,182 $160K 0.04% +25 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 736 shares; 2021Q4: 699 shares; 2022Q1: 685 shares; 2022Q2: 394 shares; 2022Q3: 609 shares 609 $157K 0.04% +215 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,951 shares; 2021Q4: 1,951 shares; 2022Q1: 1,951 shares; 2022Q2: 2,068 shares; 2022Q3: 2,053 shares 2,053 $157K 0.04% -15 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,624 shares; 2021Q4: 2,624 shares; 2022Q1: 2,624 shares; 2022Q2: 2,624 shares; 2022Q3: 2,624 shares 2,624 $156K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 240 shares; 2021Q4: 2,715 shares; 2022Q1: 3,540 shares; 2022Q2: 3,540 shares; 2022Q3: 3,560 shares 3,560 $156K 0.04% +20 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,767 shares; 2021Q4: 2,767 shares; 2022Q1: 5,162 shares; 2022Q2: 8,429 shares; 2022Q3: 9,970 shares 9,970 $152K 0.03% +1,541 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 45 shares; 2022Q1: 357 shares; 2022Q2: 435 shares; 2022Q3: 500 shares 500 $151K 0.03% +65 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,849 shares; 2021Q4: 1,854 shares; 2022Q1: 1,894 shares; 2022Q2: 1,922 shares; 2022Q3: 1,679 shares 1,679 $151K 0.03% -243 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 443 shares; 2021Q4: 443 shares; 2022Q1: 443 shares; 2022Q2: 443 shares; 2022Q3: 443 shares 443 $148K 0.03% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,344 shares; 2021Q4: 2,835 shares; 2022Q1: 3,027 shares; 2022Q2: 3,359 shares; 2022Q3: 3,067 shares 3,067 $148K 0.03% -292 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 376 shares; 2021Q4: 541 shares; 2022Q1: 672 shares; 2022Q2: 714 shares; 2022Q3: 891 shares 891 $147K 0.03% +177 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,536 shares; 2021Q4: 1,536 shares; 2022Q1: 1,536 shares; 2022Q2: 1,656 shares; 2022Q3: 2,048 shares 2,048 $144K 0.03% +392 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,547 shares; 2021Q4: 2,626 shares; 2022Q1: 2,500 shares; 2022Q2: 2,356 shares; 2022Q3: 1,675 shares 1,675 $143K 0.03% -681 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 8,500 shares; 2022Q2: 2,925 shares; 2022Q3: 2,925 shares 2,925 $141K 0.03% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,680 shares; 2021Q4: 2,445 shares; 2022Q1: 2,445 shares; 2022Q2: 2,445 shares; 2022Q3: 2,445 shares 2,445 $141K 0.03% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,213 shares; 2021Q4: 2,219 shares; 2022Q1: 1,725 shares; 2022Q2: 1,497 shares; 2022Q3: 1,502 shares 1,502 $140K 0.03% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,832 shares; 2021Q4: 3,832 shares; 2022Q1: 3,832 shares; 2022Q2: 3,832 shares; 2022Q3: 3,832 shares 3,832 $136K 0.03% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,320 shares; 2021Q4: 1,320 shares; 2022Q1: 1,320 shares; 2022Q2: 1,320 shares; 2022Q3: 1,861 shares 1,861 $133K 0.03% +541 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 225 shares; 2021Q4: 240 shares; 2022Q1: 741 shares; 2022Q2: 586 shares; 2022Q3: 567 shares 567 $132K 0.03% -19 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,672 shares; 2021Q4: 5,552 shares; 2022Q1: 5,798 shares; 2022Q2: 5,833 shares; 2022Q3: 5,876 shares 5,876 $132K 0.03% +43 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,068 shares; 2021Q4: 4,073 shares; 2022Q1: 4,078 shares; 2022Q2: 3,932 shares; 2022Q3: 3,476 shares 3,476 $130K 0.03% -456 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 786 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 1,380 shares; 2022Q3: 1,481 shares 1,481 $127K 0.03% +101 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,360 shares; 2021Q4: 3,365 shares; 2022Q1: 3,370 shares; 2022Q2: 3,374 shares; 2022Q3: 3,379 shares 3,379 $126K 0.03% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,020 shares; 2021Q4: 5,122 shares; 2022Q1: 4,789 shares; 2022Q2: 4,917 shares; 2022Q3: 4,057 shares 4,057 $125K 0.03% -860 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,530 shares; 2021Q4: 1,551 shares; 2022Q1: 1,552 shares; 2022Q2: 1,341 shares; 2022Q3: 1,343 shares 1,343 $122K 0.03% +2 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,025 shares; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares; 2022Q2: 1,025 shares; 2022Q3: 1,025 shares 1,025 $122K 0.03% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,521 shares; 2021Q4: 1,529 shares; 2022Q1: 1,537 shares; 2022Q2: 1,546 shares; 2022Q3: 1,555 shares 1,555 $121K 0.03% +9 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 326 shares; 2021Q4: 334 shares; 2022Q1: 398 shares; 2022Q2: 593 shares; 2022Q3: 714 shares 714 $121K 0.03% +121 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,200 shares; 2022Q3: 1,365 shares 1,365 $118K 0.03% +165 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,160 shares; 2022Q1: 5,698 shares; 2022Q2: 9,007 shares; 2022Q3: 9,833 shares 9,833 $118K 0.03% +826 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,005 shares; 2021Q4: 1,171 shares; 2022Q1: 1,722 shares; 2022Q2: 1,722 shares; 2022Q3: 1,722 shares 1,722 $117K 0.03% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,761 shares; 2021Q4: 1,761 shares; 2022Q1: 1,761 shares; 2022Q2: 1,761 shares; 2022Q3: 1,761 shares 1,761 $117K 0.03% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,295 shares; 2022Q1: 1,315 shares; 2022Q2: 1,380 shares; 2022Q3: 1,380 shares 1,380 $117K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,362 shares; 2021Q4: 4,537 shares; 2022Q1: 4,537 shares; 2022Q2: 4,537 shares; 2022Q3: 4,537 shares 4,537 $115K 0.03% 0 Timeline 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,707 shares; 2022Q3: 2,707 shares 2,707 $114K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 465 shares; 2021Q4: 465 shares; 2022Q1: 465 shares; 2022Q2: 465 shares; 2022Q3: 465 shares 465 $114K 0.03% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 586 shares; 2021Q4: 4,474 shares; 2022Q1: 7,105 shares; 2022Q2: 7,160 shares; 2022Q3: 4,418 shares 4,418 $113K 0.03% -2,742 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 885 shares; 2022Q1: 940 shares; 2022Q2: 1,010 shares; 2022Q3: 1,010 shares 1,010 $112K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,900 shares; 2021Q4: 2,900 shares; 2022Q1: 2,900 shares; 2022Q2: 2,900 shares; 2022Q3: 2,900 shares 2,900 $112K 0.03% 0 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,417 shares; 2022Q1: 35,868 shares; 2022Q2: 51,006 shares; 2022Q3: 47,780 shares 47,780 $111K 0.03% -3,226 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares; 2022Q1: 1,152 shares; 2022Q2: 1,383 shares; 2022Q3: 1,383 shares 1,383 $110K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,529 shares; 2021Q4: 2,514 shares; 2022Q1: 1,314 shares; 2022Q2: 1,314 shares; 2022Q3: 1,314 shares 1,314 $109K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 207 shares; 2021Q4: 207 shares; 2022Q1: 207 shares; 2022Q2: 229 shares; 2022Q3: 750 shares 750 $108K 0.02% +521 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,062 shares; 2021Q4: 1,067 shares; 2022Q1: 1,072 shares; 2022Q2: 1,077 shares; 2022Q3: 1,250 shares 1,250 $107K 0.02% +173 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 499 shares; 2021Q4: 399 shares; 2022Q1: 399 shares; 2022Q2: 399 shares; 2022Q3: 507 shares 507 $106K 0.02% +108 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,855 shares; 2021Q4: 4,856 shares; 2022Q1: 6,356 shares; 2022Q2: 7,012 shares; 2022Q3: 9,407 shares 9,407 $105K 0.02% +2,395 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 690 shares; 2022Q2: 1,098 shares; 2022Q3: 2,096 shares 2,096 $105K 0.02% +998 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,797 shares; 2021Q4: 1,797 shares; 2022Q1: 3,389 shares; 2022Q2: 3,545 shares; 2022Q3: 3,545 shares 3,545 $105K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 739 shares; 2021Q4: 739 shares; 2022Q1: 739 shares; 2022Q2: 679 shares; 2022Q3: 679 shares 679 $104K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,110 shares; 2021Q4: 1,110 shares; 2022Q1: 1,110 shares; 2022Q2: 1,110 shares; 2022Q3: 1,110 shares 1,110 $102K 0.02% 0 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,000 shares; 2021Q4: 3,000 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares 3,000 $102K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,233 shares; 2022Q3: 2,376 shares 2,376 $101K 0.02% +143 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 934 shares; 2021Q4: 934 shares; 2022Q1: 934 shares; 2022Q2: 934 shares; 2022Q3: 934 shares 934 $101K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,430 shares; 2021Q4: 1,440 shares; 2022Q1: 1,373 shares; 2022Q2: 1,429 shares; 2022Q3: 1,454 shares 1,454 $100K 0.02% +25 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 506 shares; 2021Q4: 517 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 557 shares 557 $99K 0.02% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares 1,200 $99K 0.02% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares; 2022Q2: 110 shares; 2022Q3: 144 shares 144 $99K 0.02% +34 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares 2,000 $99K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,586 shares; 2021Q4: 2,048 shares; 2022Q1: 2,406 shares; 2022Q2: 2,482 shares; 2022Q3: 2,728 shares 2,728 $99K 0.02% +246 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,650 shares; 2021Q4: 1,655 shares; 2022Q1: 1,655 shares; 2022Q2: 1,655 shares; 2022Q3: 1,575 shares 1,575 $99K 0.02% -80 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,007 shares; 2021Q4: 2,007 shares; 2022Q1: 2,007 shares; 2022Q2: 2,007 shares; 2022Q3: 1,917 shares 1,917 $98K 0.02% -90 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 522 shares; 2022Q3: 498 shares 498 $97K 0.02% -24 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,356 shares; 2022Q2: 1,356 shares; 2022Q3: 1,156 shares 1,156 $96K 0.02% -200 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 510 shares; 2022Q2: 809 shares; 2022Q3: 1,282 shares 1,282 $96K 0.02% +473 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,010 shares; 2021Q4: 2,010 shares; 2022Q1: 2,010 shares; 2022Q2: 2,011 shares; 2022Q3: 2,011 shares 2,011 $95K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 824 shares; 2021Q4: 824 shares; 2022Q1: 824 shares; 2022Q2: 824 shares; 2022Q3: 824 shares 824 $93K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 24,475 shares; 2022Q2: 9,796 shares; 2022Q3: 10,996 shares 10,996 $93K 0.02% +1,200 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 170 shares; 2021Q4: 170 shares; 2022Q1: 170 shares; 2022Q2: 185 shares; 2022Q3: 230 shares 230 $92K 0.02% +45 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 187 shares; 2021Q4: 187 shares; 2022Q1: 219 shares; 2022Q2: 226 shares; 2022Q3: 241 shares 241 $91K 0.02% +15 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,877 shares; 2021Q4: 1,891 shares; 2022Q1: 1,891 shares; 2022Q2: 3,559 shares; 2022Q3: 1,891 shares 1,891 $90K 0.02% -1,668 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 545 shares; 2022Q1: 1,712 shares; 2022Q2: 2,643 shares; 2022Q3: 2,728 shares 2,728 $90K 0.02% +85 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,419 shares; 2021Q4: 4,260 shares; 2022Q1: 3,886 shares; 2022Q2: 3,878 shares; 2022Q3: 3,845 shares 3,845 $90K 0.02% -33 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,103 shares; 2021Q4: 1,103 shares; 2022Q1: 1,103 shares; 2022Q2: 1,103 shares; 2022Q3: 1,103 shares 1,103 $90K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 855 shares; 2022Q1: 630 shares; 2022Q2: 630 shares; 2022Q3: 630 shares 630 $90K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 881 shares; 2021Q4: 858 shares; 2022Q1: 707 shares; 2022Q2: 604 shares; 2022Q3: 604 shares 604 $89K 0.02% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 956 shares; 2021Q4: 831 shares; 2022Q1: 831 shares; 2022Q2: 853 shares; 2022Q3: 758 shares 758 $89K 0.02% -95 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 819 shares; 2021Q4: 1,044 shares; 2022Q1: 619 shares; 2022Q2: 619 shares; 2022Q3: 619 shares 619 $89K 0.02% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,781 shares 1,781 $89K 0.02% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,398 shares; 2021Q4: 5,431 shares; 2022Q1: 5,466 shares; 2022Q2: 5,513 shares; 2022Q3: 5,556 shares 5,556 $89K 0.02% +43 PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares 300 $88K 0.02% 0 Timeline NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,275 shares; 2021Q4: 1,275 shares; 2022Q1: 2,556 shares; 2022Q2: 2,702 shares; 2022Q3: 2,702 shares 2,702 $87K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,600 shares; 2021Q4: 1,601 shares; 2022Q1: 1,602 shares; 2022Q2: 1,604 shares; 2022Q3: 1,606 shares 1,606 $86K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,542 shares; 2021Q4: 1,546 shares; 2022Q1: 1,551 shares; 2022Q2: 1,513 shares; 2022Q3: 1,518 shares 1,518 $85K 0.02% +5 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 724 shares; 2021Q4: 1,277 shares; 2022Q1: 1,277 shares; 2022Q2: 1,277 shares; 2022Q3: 1,420 shares 1,420 $82K 0.02% +143 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 285 shares; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 637 shares 637 $82K 0.02% +67 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 527 shares; 2021Q4: 527 shares; 2022Q1: 527 shares; 2022Q2: 527 shares; 2022Q3: 527 shares 527 $79K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 184 shares; 2022Q1: 184 shares; 2022Q2: 184 shares; 2022Q3: 303 shares 303 $77K 0.02% +119 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 127 shares; 2021Q4: 127 shares; 2022Q1: 127 shares; 2022Q2: 136 shares; 2022Q3: 230 shares 230 $77K 0.02% +94 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,114 shares; 2021Q4: 4,114 shares; 2022Q1: 4,114 shares; 2022Q2: 4,156 shares; 2022Q3: 3,537 shares 3,537 $76K 0.02% -619 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 172 shares; 2021Q4: 210 shares; 2022Q1: 215 shares; 2022Q2: 215 shares; 2022Q3: 270 shares 270 $75K 0.02% +55 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,280 shares; 2021Q4: 2,280 shares; 2022Q1: 2,280 shares; 2022Q2: 2,280 shares; 2022Q3: 2,280 shares 2,280 $74K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 355 shares; 2021Q4: 355 shares; 2022Q1: 355 shares; 2022Q2: 355 shares; 2022Q3: 451 shares 451 $74K 0.02% +96 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,478 shares; 2021Q4: 1,478 shares; 2022Q1: 1,478 shares; 2022Q2: 1,478 shares; 2022Q3: 1,727 shares 1,727 $74K 0.02% +249 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,376 shares; 2021Q4: 2,376 shares; 2022Q1: 2,376 shares; 2022Q2: 2,376 shares; 2022Q3: 2,376 shares 2,376 $73K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 504 shares; 2021Q4: 798 shares; 2022Q1: 813 shares; 2022Q2: 848 shares; 2022Q3: 686 shares 686 $73K 0.02% -162 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares 500 $72K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,189 shares; 2021Q4: 2,195 shares; 2022Q1: 2,203 shares; 2022Q2: 2,211 shares; 2022Q3: 2,220 shares 2,220 $72K 0.02% +9 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,736 shares 11,736 $71K 0.02% new Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 964 shares; 2022Q2: 964 shares; 2022Q3: 911 shares 911 $71K 0.02% -53 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 218 shares; 2022Q2: 290 shares; 2022Q3: 290 shares 290 $71K 0.02% 0 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 773 shares; 2021Q4: 778 shares; 2022Q1: 1,073 shares; 2022Q2: 1,080 shares; 2022Q3: 1,089 shares 1,089 $70K 0.02% +9 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 1,346 shares; 2022Q1: 1,349 shares; 2022Q2: 1,354 shares; 2022Q3: 1,359 shares 1,359 $70K 0.02% +5 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 270 shares; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 279 shares; 2022Q3: 279 shares 279 $70K 0.02% 0 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 722 shares; 2021Q4: 722 shares; 2022Q1: 772 shares; 2022Q2: 483 shares; 2022Q3: 638 shares 638 $70K 0.02% +155 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 131 shares; 2022Q2: 153 shares; 2022Q3: 153 shares 153 $69K 0.02% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,169 shares; 2021Q4: 2,169 shares; 2022Q1: 2,169 shares; 2022Q2: 2,016 shares; 2022Q3: 1,964 shares 1,964 $69K 0.02% -52 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 1,053 shares 1,053 $69K 0.02% +253 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 974 shares; 2021Q4: 974 shares; 2022Q1: 974 shares; 2022Q2: 974 shares; 2022Q3: 974 shares 974 $68K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 529 shares; 2021Q4: 529 shares; 2022Q1: 529 shares; 2022Q2: 529 shares; 2022Q3: 685 shares 685 $68K 0.02% +156 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares 250 $67K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 9,035 shares; 2022Q2: 3,105 shares; 2022Q3: 3,105 shares 3,105 $67K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,395 shares; 2022Q3: 4,395 shares 4,395 $67K 0.02% 0 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,045 shares; 2021Q4: 1,045 shares; 2022Q1: 1,045 shares; 2022Q2: 1,045 shares; 2022Q3: 1,045 shares 1,045 $67K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 481 shares; 2021Q4: 473 shares; 2022Q1: 473 shares; 2022Q2: 473 shares; 2022Q3: 473 shares 473 $67K 0.02% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 108 shares; 2021Q4: 432 shares; 2022Q1: 432 shares; 2022Q2: 432 shares; 2022Q3: 595 shares 595 $67K 0.02% +163 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,875 shares; 2021Q4: 1,992 shares; 2022Q1: 1,992 shares; 2022Q2: 1,992 shares; 2022Q3: 1,992 shares 1,992 $66K 0.01% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,039 shares; 2021Q4: 3,039 shares; 2022Q1: 3,039 shares; 2022Q2: 3,039 shares; 2022Q3: 3,039 shares 3,039 $66K 0.01% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 293 shares; 2021Q4: 293 shares; 2022Q1: 456 shares; 2022Q2: 456 shares; 2022Q3: 456 shares 456 $65K 0.01% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,495 shares; 2021Q4: 3,495 shares; 2022Q1: 3,615 shares; 2022Q2: 3,615 shares; 2022Q3: 3,616 shares 3,616 $65K 0.01% +1 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 340 shares; 2022Q3: 340 shares 340 $64K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,007 shares; 2021Q4: 1,007 shares; 2022Q1: 1,007 shares; 2022Q2: 853 shares; 2022Q3: 853 shares 853 $64K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 556 shares; 2021Q4: 556 shares; 2022Q1: 556 shares; 2022Q2: 556 shares; 2022Q3: 556 shares 556 $64K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares 1,000 $64K 0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,299 shares; 2021Q4: 1,263 shares; 2022Q1: 836 shares; 2022Q2: 762 shares; 2022Q3: 765 shares 765 $64K 0.01% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 750 shares; 2021Q4: 940 shares; 2022Q1: 1,020 shares; 2022Q2: 1,020 shares; 2022Q3: 1,020 shares 1,020 $64K 0.01% 0 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares; 2022Q3: 875 shares 875 $64K 0.01% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,405 shares; 2021Q4: 2,347 shares; 2022Q1: 2,350 shares; 2022Q2: 2,354 shares; 2022Q3: 2,358 shares 2,358 $63K 0.01% +4 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 900 shares; 2021Q4: 1,070 shares; 2022Q1: 1,070 shares; 2022Q2: 1,070 shares; 2022Q3: 999 shares 999 $62K 0.01% -71 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares 250 $61K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 216 shares; 2021Q4: 217 shares; 2022Q1: 217 shares; 2022Q2: 218 shares; 2022Q3: 833 shares 833 $60K 0.01% +615 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,186 shares; 2021Q4: 1,188 shares; 2022Q1: 1,214 shares; 2022Q2: 1,372 shares; 2022Q3: 1,373 shares 1,373 $60K 0.01% +1 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares 300 $60K 0.01% 0 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 645 shares; 2021Q4: 648 shares; 2022Q1: 651 shares; 2022Q2: 653 shares; 2022Q3: 658 shares 658 $59K 0.01% +5 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $59K 0.01% 0 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 441 shares; 2021Q4: 420 shares; 2022Q1: 420 shares; 2022Q2: 444 shares; 2022Q3: 446 shares 446 $58K 0.01% +2 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 276 shares; 2022Q2: 1,683 shares; 2022Q3: 1,683 shares 1,683 $58K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,867 shares; 2021Q4: 2,917 shares; 2022Q1: 2,938 shares; 2022Q2: 2,917 shares; 2022Q3: 1,090 shares 1,090 $57K 0.01% -1,827 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares; 2022Q1: 1,281 shares; 2022Q2: 1,281 shares; 2022Q3: 1,281 shares 1,281 $57K 0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 412 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 437 shares; 2022Q3: 442 shares 442 $57K 0.01% +5 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 45 shares; 2022Q1: 255 shares; 2022Q2: 330 shares; 2022Q3: 590 shares 590 $57K 0.01% +260 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 250 shares 250 $56K 0.01% -100 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 742 shares; 2021Q4: 742 shares; 2022Q1: 742 shares; 2022Q2: 742 shares; 2022Q3: 742 shares 742 $56K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 256 shares; 2022Q3: 256 shares 256 $55K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 566 shares; 2021Q4: 566 shares; 2022Q1: 608 shares; 2022Q2: 430 shares; 2022Q3: 637 shares 637 $55K 0.01% +207 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 386 shares 386 $54K 0.01% +86 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 415 shares; 2021Q4: 415 shares; 2022Q1: 415 shares; 2022Q2: 415 shares; 2022Q3: 415 shares 415 $52K 0.01% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 53 shares; 2022Q2: 51 shares; 2022Q3: 31 shares 31 $51K 0.01% -20 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6 shares; 2021Q4: 381 shares; 2022Q1: 586 shares; 2022Q2: 516 shares; 2022Q3: 782 shares 782 $51K 0.01% +266 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 15 shares; 2022Q1: 15 shares; 2022Q2: 1,407 shares; 2022Q3: 1,407 shares 1,407 $50K 0.01% 0 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 235 shares; 2022Q3: 235 shares 235 $49K 0.01% 0 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 59 shares 59 $49K 0.01% +19 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 238 shares; 2021Q4: 238 shares; 2022Q1: 238 shares; 2022Q2: 238 shares; 2022Q3: 238 shares 238 $49K 0.01% 0 Timeline FNX FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 610 shares 610 $49K 0.01% new Timeline 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,957 shares; 2022Q2: 1,957 shares; 2022Q3: 1,957 shares 1,957 $49K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 903 shares; 2022Q2: 1,717 shares; 2022Q3: 1,717 shares 1,717 $48K 0.01% 0 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,066 shares; 2021Q4: 1,066 shares; 2022Q1: 722 shares; 2022Q2: 894 shares; 2022Q3: 1,345 shares 1,345 $48K 0.01% +451 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 552 shares; 2021Q4: 552 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 552 shares 552 $48K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 222 shares; 2021Q4: 222 shares; 2022Q1: 222 shares; 2022Q2: 227 shares; 2022Q3: 227 shares 227 $48K 0.01% 0 ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 351 shares 351 $47K 0.01% +201 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,072 shares; 2022Q3: 1,024 shares 1,024 $47K 0.01% -48 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 623 shares 623 $47K 0.01% +223 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 664 shares; 2022Q2: 664 shares; 2022Q3: 481 shares 481 $47K 0.01% -183 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares 1,000 $47K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,649 shares; 2022Q2: 7,649 shares; 2022Q3: 7,649 shares 7,649 $46K 0.01% 0 USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 676 shares; 2021Q4: 678 shares; 2022Q1: 681 shares; 2022Q2: 683 shares; 2022Q3: 686 shares 686 $45K 0.01% +3 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 522 shares; 2021Q4: 522 shares; 2022Q1: 522 shares; 2022Q2: 504 shares; 2022Q3: 461 shares 461 $44K 0.01% -43 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,329 shares; 2021Q4: 5,285 shares; 2022Q1: 4,442 shares; 2022Q2: 5,001 shares; 2022Q3: 5,138 shares 5,138 $44K 0.01% +137 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 738 shares; 2021Q4: 738 shares; 2022Q1: 738 shares; 2022Q2: 738 shares; 2022Q3: 738 shares 738 $43K 0.01% 0 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 497 shares; 2021Q4: 433 shares; 2022Q1: 433 shares; 2022Q2: 433 shares; 2022Q3: 433 shares 433 $43K 0.01% 0 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 253 shares; 2021Q4: 319 shares; 2022Q1: 368 shares; 2022Q2: 402 shares; 2022Q3: 402 shares 402 $42K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,049 shares; 2021Q4: 1,049 shares; 2022Q1: 1,049 shares; 2022Q2: 1,049 shares; 2022Q3: 1,049 shares 1,049 $42K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 422 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 182 shares; 2022Q3: 182 shares 182 $41K 0.01% 0 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 338 shares; 2021Q4: 353 shares; 2022Q1: 353 shares; 2022Q2: 345 shares; 2022Q3: 345 shares 345 $41K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,400 shares; 2022Q2: 10,400 shares; 2022Q3: 3,000 shares 3,000 $41K 0.01% -7,400 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 596 shares; 2021Q4: 596 shares; 2022Q1: 596 shares; 2022Q2: 596 shares; 2022Q3: 596 shares 596 $40K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,339 shares; 2021Q4: 1,167 shares; 2022Q1: 1,167 shares; 2022Q2: 1,167 shares; 2022Q3: 1,670 shares 1,670 $40K 0.01% +503 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 971 shares; 2021Q4: 971 shares; 2022Q1: 971 shares; 2022Q2: 971 shares; 2022Q3: 971 shares 971 $40K 0.01% 0 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 910 shares; 2021Q4: 910 shares; 2022Q1: 910 shares; 2022Q2: 910 shares; 2022Q3: 910 shares 910 $39K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 114 shares; 2021Q4: 114 shares; 2022Q1: 114 shares; 2022Q2: 114 shares; 2022Q3: 207 shares 207 $39K 0.01% +93 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 135 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 147 shares; 2022Q3: 147 shares 147 $38K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,355 shares; 2021Q4: 1,355 shares; 2022Q1: 1,355 shares; 2022Q2: 1,355 shares; 2022Q3: 1,355 shares 1,355 $38K 0.01% 0 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 394 shares 394 $38K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 365 shares; 2021Q4: 365 shares; 2022Q1: 365 shares; 2022Q2: 365 shares; 2022Q3: 365 shares 365 $38K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,035 shares; 2021Q4: 1,035 shares; 2022Q1: 1,035 shares; 2022Q2: 835 shares; 2022Q3: 835 shares 835 $38K 0.01% 0 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,408 shares; 2021Q4: 1,410 shares; 2022Q1: 2,430 shares; 2022Q2: 2,431 shares; 2022Q3: 2,433 shares 2,433 $38K 0.01% +2 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,975 shares; 2021Q4: 975 shares; 2022Q1: 975 shares; 2022Q2: 975 shares; 2022Q3: 975 shares 975 $37K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,219 shares; 2021Q4: 1,532 shares; 2022Q1: 1,512 shares; 2022Q2: 1,512 shares; 2022Q3: 1,132 shares 1,132 $37K 0.01% -380 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 79 shares; 2021Q4: 114 shares; 2022Q1: 156 shares; 2022Q2: 1,350 shares; 2022Q3: 1,350 shares 1,350 $36K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 595 shares; 2021Q4: 595 shares; 2022Q1: 595 shares; 2022Q2: 631 shares; 2022Q3: 748 shares 748 $36K 0.01% +117 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 968 shares; 2021Q4: 968 shares; 2022Q1: 968 shares; 2022Q2: 968 shares; 2022Q3: 968 shares 968 $36K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 868 shares 868 $35K 0.01% +668 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 952 shares; 2021Q4: 953 shares; 2022Q1: 955 shares; 2022Q2: 956 shares; 2022Q3: 958 shares 958 $35K 0.01% +2 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 337 shares; 2022Q1: 337 shares; 2022Q2: 337 shares; 2022Q3: 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 228 shares; 2021Q4: 228 shares; 2022Q1: 228 shares; 2022Q2: 228 shares; 2022Q3: 228 shares 228 $35K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares 1,000 $35K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: not reported; 2022Q1: 795 shares; 2022Q2: 795 shares; 2022Q3: 795 shares 795 $35K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares; 2022Q2: 410 shares; 2022Q3: 410 shares 410 $34K 0.01% 0 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 424 shares; 2021Q4: 425 shares; 2022Q1: 426 shares; 2022Q2: 428 shares; 2022Q3: 430 shares 430 $34K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,583 shares; 2022Q2: 1,583 shares; 2022Q3: 1,583 shares 1,583 $34K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 363 shares; 2022Q1: 363 shares; 2022Q2: 363 shares; 2022Q3: 363 shares 363 $34K 0.01% 0 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 430 shares; 2021Q4: 430 shares; 2022Q1: 430 shares; 2022Q2: 430 shares; 2022Q3: 430 shares 430 $34K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 520 shares; 2022Q2: 520 shares; 2022Q3: 520 shares 520 $33K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,717 shares; 2021Q4: 1,717 shares; 2022Q1: 1,717 shares; 2022Q2: 1,717 shares; 2022Q3: 1,717 shares 1,717 $33K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 395 shares; 2021Q4: 395 shares; 2022Q1: 395 shares; 2022Q2: 395 shares; 2022Q3: 395 shares 395 $33K 0.01% 0 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 450 shares; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares; 2022Q3: 867 shares 867 $33K 0.01% +417 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 848 shares; 2022Q3: 848 shares 848 $33K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,278 shares; 2021Q4: 1,168 shares; 2022Q1: 1,168 shares; 2022Q2: 613 shares; 2022Q3: 613 shares 613 $33K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 221 shares; 2021Q4: 222 shares; 2022Q1: 224 shares; 2022Q2: 227 shares; 2022Q3: 212 shares 212 $32K 0.01% -15 Timeline 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,275 shares; 2022Q3: 2,803 shares 2,803 $32K 0.01% -472 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 401 shares; 2021Q4: 4,139 shares; 2022Q1: 4,139 shares; 2022Q2: 4,139 shares; 2022Q3: 3,983 shares 3,983 $32K 0.01% -156 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares 700 $31K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares 115 $30K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 205 shares; 2022Q2: 205 shares; 2022Q3: 205 shares 205 $30K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 445 shares; 2021Q4: 445 shares; 2022Q1: 445 shares; 2022Q2: 445 shares; 2022Q3: 445 shares 445 $29K 0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 358 shares 358 $29K 0.01% new Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,614 shares; 2021Q4: 1,087 shares; 2022Q1: 1,087 shares; 2022Q2: 1,087 shares; 2022Q3: 1,172 shares 1,172 $29K 0.01% +85 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 827 shares; 2022Q1: 827 shares; 2022Q2: 827 shares; 2022Q3: 864 shares 864 $29K 0.01% +37 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 852 shares; 2021Q4: 852 shares; 2022Q1: 852 shares; 2022Q2: 852 shares; 2022Q3: 852 shares 852 $29K 0.01% 0 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 360 shares; 2022Q1: 365 shares; 2022Q2: 405 shares; 2022Q3: 405 shares 405 $28K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 691 shares; 2021Q4: 693 shares; 2022Q1: 694 shares; 2022Q2: 695 shares; 2022Q3: 697 shares 697 $28K 0.01% +2 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 252 shares; 2021Q4: 252 shares; 2022Q1: 252 shares; 2022Q2: 252 shares; 2022Q3: 252 shares 252 $28K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 438 shares; 2021Q4: 438 shares; 2022Q1: 438 shares; 2022Q2: 438 shares; 2022Q3: 438 shares 438 $27K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,601 shares; 2021Q4: 1,601 shares; 2022Q1: 1,601 shares; 2022Q2: 1,601 shares; 2022Q3: 1,601 shares 1,601 $27K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares 400 $27K 0.01% 0 Timeline MKTX MARKETAXESS HLDGS INC More: the full row for MARKETAXESS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 191 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 121 shares 121 $27K 0.01% new Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 125 shares 125 $27K 0.01% new COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 756 shares 756 $26K 0.01% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,135 shares; 2021Q4: 4,334 shares; 2022Q1: 2,941 shares; 2022Q2: 2,941 shares; 2022Q3: 2,299 shares 2,299 $26K 0.01% -642 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares 1,500 $26K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,362 shares; 2021Q4: 2,362 shares; 2022Q1: 2,362 shares; 2022Q2: 2,362 shares; 2022Q3: 2,362 shares 2,362 $26K 0.01% 0 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 538 shares 538 $26K 0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 296 shares 296 $26K 0.01% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares 350 $26K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 616 shares; 2021Q4: 606 shares; 2022Q1: 606 shares; 2022Q2: 606 shares; 2022Q3: 606 shares 606 $25K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 683 shares; 2021Q4: 683 shares; 2022Q1: 683 shares; 2022Q2: 683 shares; 2022Q3: 683 shares 683 $25K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares 250 $25K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 315 shares; 2021Q4: 315 shares; 2022Q1: 640 shares; 2022Q2: 630 shares; 2022Q3: 630 shares 630 $24K 0.01% 0 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 72 shares; 2021Q4: 72 shares; 2022Q1: 72 shares; 2022Q2: 72 shares; 2022Q3: 72 shares 72 $24K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 319 shares; 2021Q4: 319 shares; 2022Q1: 321 shares; 2022Q2: 321 shares; 2022Q3: 321 shares 321 $24K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares 300 $24K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 965 shares; 2022Q1: 967 shares; 2022Q2: 969 shares; 2022Q3: 972 shares 972 $24K 0.01% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,419 shares; 2022Q1: 3,658 shares; 2022Q2: 13,081 shares; 2022Q3: 9,143 shares 9,143 $24K 0.01% -3,938 LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 221 shares; 2022Q2: 221 shares; 2022Q3: 221 shares 221 $23K 0.01% 0 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 812 shares; 2021Q4: 812 shares; 2022Q1: 812 shares; 2022Q2: 1,130 shares; 2022Q3: 1,398 shares 1,398 $23K 0.01% +268 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 136 shares 136 $23K 0.01% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares 1,000 $23K 0.01% 0 Timeline ACNB ACNB CORP More: the full row for ACNB CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 771 shares; 2021Q4: 771 shares; 2022Q1: 771 shares; 2022Q2: 771 shares; 2022Q3: 771 shares 771 $23K 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 545 shares; 2021Q4: 606 shares; 2022Q1: 676 shares; 2022Q2: 686 shares; 2022Q3: 686 shares 686 $23K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 208 shares 208 $22K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 445 shares; 2021Q4: 445 shares; 2022Q1: 445 shares; 2022Q2: 150 shares; 2022Q3: 150 shares 150 $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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 101 shares; 2021Q4: 101 shares; 2022Q1: 101 shares; 2022Q2: 101 shares; 2022Q3: 101 shares 101 $22K <0.01% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 768 shares; 2022Q1: 768 shares; 2022Q2: 768 shares; 2022Q3: 768 shares 768 $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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,056 shares; 2021Q4: 1,056 shares; 2022Q1: 1,056 shares; 2022Q2: 1,056 shares; 2022Q3: 1,056 shares 1,056 $22K <0.01% 0 Timeline AXSM AXSOME THERAPEUTICS INC. More: the full row for AXSOME THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares 500 $22K <0.01% 0 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 285 shares 285 $22K <0.01% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 179 shares; 2021Q4: 179 shares; 2022Q1: 179 shares; 2022Q2: 179 shares; 2022Q3: 179 shares 179 $22K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 200 shares 200 $22K <0.01% 0 SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 111 shares 111 $21K <0.01% new Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 37 shares; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 74 shares 74 $21K <0.01% +49 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 131 shares 131 $21K <0.01% new 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,136 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 436 shares; 2022Q3: 436 shares 436 $21K <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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 646 shares; 2021Q4: 648 shares; 2022Q1: 648 shares; 2022Q2: 653 shares; 2022Q3: 656 shares 656 $21K <0.01% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 282 shares; 2021Q4: 282 shares; 2022Q1: 282 shares; 2022Q2: 282 shares; 2022Q3: 282 shares 282 $21K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 351 shares; 2021Q4: 354 shares; 2022Q1: 357 shares; 2022Q2: 360 shares; 2022Q3: 363 shares 363 $21K <0.01% +3 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 11,805 shares; 2021Q4: 11,805 shares; 2022Q1: 11,805 shares; 2022Q2: 11,805 shares; 2022Q3: 11,805 shares 11,805 $21K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 365 shares; 2021Q4: 265 shares; 2022Q1: 265 shares; 2022Q2: 265 shares; 2022Q3: 265 shares 265 $21K <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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 312 shares; 2021Q4: 312 shares; 2022Q1: 312 shares; 2022Q2: 312 shares; 2022Q3: 312 shares 312 $21K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 56 shares; 2022Q3: 235 shares 235 $21K <0.01% +179 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares; 2022Q2: 600 shares; 2022Q3: 600 shares 600 $21K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,927 shares; 2021Q4: 1,219 shares; 2022Q1: 1,219 shares; 2022Q2: 474 shares; 2022Q3: 474 shares 474 $21K <0.01% 0 XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 479 shares; 2022Q2: 479 shares; 2022Q3: 479 shares 479 $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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 354 shares; 2021Q4: 354 shares; 2022Q1: 354 shares; 2022Q2: 354 shares; 2022Q3: 354 shares 354 $21K <0.01% 0 Timeline