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; 2021Q2: restricted; 2021Q3: 425,085 shares; 2021Q4: 450,346 shares; 2022Q1: 464,495 shares; 2022Q2: 467,936 shares; 2022Q3: 474,760 shares; 2022Q4: 468,261 shares; 2023Q1: 448,465 shares 448,465 $83.8M 15.93% -19,796 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; 2021Q2: restricted; 2021Q3: 38,197 shares; 2021Q4: 69,660 shares; 2022Q1: 57,717 shares; 2022Q2: 59,432 shares; 2022Q3: 56,951 shares; 2022Q4: 47,804 shares; 2023Q1: 46,929 shares 46,929 $17.6M 3.36% -875 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; 2021Q2: restricted; 2021Q3: 163,541 shares; 2021Q4: 163,293 shares; 2022Q1: 158,754 shares; 2022Q2: 159,001 shares; 2022Q3: 159,084 shares; 2022Q4: 164,723 shares; 2023Q1: 160,342 shares 160,342 $16.9M 3.22% -4,381 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 109,229 shares; 2021Q4: 108,168 shares; 2022Q1: 107,291 shares; 2022Q2: 105,704 shares; 2022Q3: 104,760 shares; 2022Q4: 96,355 shares; 2023Q1: 95,755 shares 95,755 $15.8M 3% -600 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 359,406 shares; 2023Q1: 453,207 shares 453,207 $14.7M 2.8% +93,801 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; 2021Q2: restricted; 2021Q3: 41,896 shares; 2021Q4: 41,896 shares; 2022Q1: 41,896 shares; 2022Q2: 41,896 shares; 2022Q3: 41,234 shares; 2022Q4: 41,234 shares; 2023Q1: 41,234 shares 41,234 $14.3M 2.72% 0 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 104,501 shares; 2021Q4: 104,612 shares; 2022Q1: 104,813 shares; 2022Q2: 105,567 shares; 2022Q3: 103,049 shares; 2022Q4: 102,304 shares; 2023Q1: 102,216 shares 102,216 $12.6M 2.41% -88 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; 2021Q2: restricted; 2021Q3: 58,707 shares; 2021Q4: 59,804 shares; 2022Q1: 61,335 shares; 2022Q2: 60,890 shares; 2022Q3: 61,442 shares; 2022Q4: 59,940 shares; 2023Q1: 60,934 shares 60,934 $12.4M 2.37% +994 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; 2021Q2: restricted; 2021Q3: 198,061 shares; 2021Q4: 207,396 shares; 2022Q1: 218,720 shares; 2022Q2: 224,964 shares; 2022Q3: 228,009 shares; 2022Q4: 218,147 shares; 2023Q1: 223,857 shares 223,857 $10.1M 1.92% +5,710 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; 2021Q2: restricted; 2021Q3: 53,165 shares; 2021Q4: 53,010 shares; 2022Q1: 54,468 shares; 2022Q2: 54,064 shares; 2022Q3: 54,386 shares; 2022Q4: 57,771 shares; 2023Q1: 56,669 shares 56,669 $8.73M 1.66% -1,102 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; 2021Q2: restricted; 2021Q3: 53,469 shares; 2021Q4: 55,993 shares; 2022Q1: 53,650 shares; 2022Q2: 54,102 shares; 2022Q3: 52,798 shares; 2022Q4: 53,353 shares; 2023Q1: 51,649 shares 51,649 $7.24M 1.38% -1,704 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 30,212 shares; 2021Q4: 30,892 shares; 2022Q1: 31,058 shares; 2022Q2: 31,066 shares; 2022Q3: 31,760 shares; 2022Q4: 30,594 shares; 2023Q1: 28,872 shares 28,872 $7.22M 1.37% -1,722 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; 2021Q2: restricted; 2021Q3: 33,276 shares; 2021Q4: 35,365 shares; 2022Q1: 36,265 shares; 2022Q2: 37,426 shares; 2022Q3: 38,690 shares; 2022Q4: 35,352 shares; 2023Q1: 34,900 shares 34,900 $7.14M 1.36% -452 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; 2021Q2: restricted; 2021Q3: 174,804 shares; 2021Q4: 177,140 shares; 2022Q1: 184,059 shares; 2022Q2: 179,668 shares; 2022Q3: 182,691 shares; 2022Q4: 148,580 shares; 2023Q1: 135,671 shares 135,671 $6.53M 1.24% -12,909 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 20,376 shares; 2021Q4: 20,387 shares; 2022Q1: 21,818 shares; 2022Q2: 20,684 shares; 2022Q3: 20,841 shares; 2022Q4: 21,638 shares; 2023Q1: 21,562 shares 21,562 $6.22M 1.18% -76 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; 2021Q2: restricted; 2021Q3: 51,744 shares; 2021Q4: 51,708 shares; 2022Q1: 50,186 shares; 2022Q2: 50,244 shares; 2022Q3: 50,090 shares; 2022Q4: 51,042 shares; 2023Q1: 53,038 shares 53,038 $5.64M 1.07% +1,996 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,908 shares; 2021Q4: 14,009 shares; 2022Q1: 15,364 shares; 2022Q2: 16,126 shares; 2022Q3: 16,577 shares; 2022Q4: 19,850 shares; 2023Q1: 20,150 shares 20,150 $4.92M 0.94% +300 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 194,854 shares; 2022Q2: 229,577 shares; 2022Q3: 196,296 shares; 2022Q4: 95,193 shares; 2023Q1: 94,704 shares 94,704 $4.81M 0.91% -489 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 35,165 shares; 2021Q4: 35,130 shares; 2022Q1: 34,020 shares; 2022Q2: 33,581 shares; 2022Q3: 33,166 shares; 2022Q4: 31,811 shares; 2023Q1: 30,844 shares 30,844 $4.78M 0.91% -967 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 24,069 shares; 2021Q4: 24,551 shares; 2022Q1: 24,588 shares; 2022Q2: 24,742 shares; 2022Q3: 24,604 shares; 2022Q4: 24,575 shares; 2023Q1: 24,942 shares 24,942 $4.55M 0.86% +367 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,163 shares; 2021Q4: 2,188 shares; 2022Q1: 2,194 shares; 2022Q2: 2,256 shares; 2022Q3: 44,081 shares; 2022Q4: 44,209 shares; 2023Q1: 43,557 shares 43,557 $4.52M 0.86% -652 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; 2021Q2: restricted; 2021Q3: 104,414 shares; 2021Q4: 107,254 shares; 2022Q1: 109,231 shares; 2022Q2: 108,410 shares; 2022Q3: 105,201 shares; 2022Q4: 78,682 shares; 2023Q1: 74,552 shares 74,552 $4.49M 0.85% -4,130 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; 2021Q2: restricted; 2021Q3: 17,097 shares; 2021Q4: 18,545 shares; 2022Q1: 19,696 shares; 2022Q2: 20,542 shares; 2022Q3: 21,554 shares; 2022Q4: 21,480 shares; 2023Q1: 21,609 shares 21,609 $4.1M 0.78% +129 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; 2021Q2: restricted; 2021Q3: 66,470 shares; 2021Q4: 65,983 shares; 2022Q1: 62,401 shares; 2022Q2: 60,027 shares; 2022Q3: 58,697 shares; 2022Q4: 54,374 shares; 2023Q1: 54,216 shares 54,216 $4.03M 0.77% -158 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; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,198 shares; 2022Q1: 4,948 shares; 2022Q2: 4,948 shares; 2022Q3: 4,948 shares; 2022Q4: 9,455 shares; 2023Q1: 8,982 shares 8,982 $3.68M 0.7% -473 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; 2021Q2: restricted; 2021Q3: 26,819 shares; 2021Q4: 28,231 shares; 2022Q1: 29,321 shares; 2022Q2: 31,189 shares; 2022Q3: 33,581 shares; 2022Q4: 34,314 shares; 2023Q1: 35,208 shares 35,208 $3.56M 0.68% +894 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; 2021Q2: restricted; 2021Q3: 7,136 shares; 2021Q4: 43,825 shares; 2022Q1: 180,232 shares; 2022Q2: 190,350 shares; 2022Q3: 181,515 shares; 2022Q4: 162,389 shares; 2023Q1: 161,691 shares 161,691 $3.21M 0.61% -698 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; 2021Q2: restricted; 2021Q3: 9,807 shares; 2021Q4: 9,771 shares; 2022Q1: 9,269 shares; 2022Q2: 9,665 shares; 2022Q3: 9,695 shares; 2022Q4: 10,013 shares; 2023Q1: 10,392 shares 10,392 $3.21M 0.61% +379 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 795 shares; 2022Q3: 8,698 shares; 2022Q4: 24,645 shares; 2023Q1: 36,994 shares 36,994 $3.16M 0.6% +12,349 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; 2021Q2: restricted; 2021Q3: 13,247 shares; 2021Q4: 18,608 shares; 2022Q1: 27,670 shares; 2022Q2: 28,366 shares; 2022Q3: 24,900 shares; 2022Q4: 22,021 shares; 2023Q1: 20,662 shares 20,662 $2.99M 0.57% -1,359 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; 2021Q2: restricted; 2021Q3: 36,747 shares; 2021Q4: 35,810 shares; 2022Q1: 35,810 shares; 2022Q2: 35,810 shares; 2022Q3: 35,810 shares; 2022Q4: 35,810 shares; 2023Q1: 35,810 shares 35,810 $2.96M 0.56% 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; 2021Q2: restricted; 2021Q3: 14,197 shares; 2021Q4: 14,856 shares; 2022Q1: 21,538 shares; 2022Q2: 29,599 shares; 2022Q3: 38,776 shares; 2022Q4: 55,599 shares; 2023Q1: 72,088 shares 72,088 $2.91M 0.55% +16,489 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; 2021Q2: restricted; 2021Q3: 1,322 shares; 2021Q4: 1,334 shares; 2022Q1: 1,349 shares; 2022Q2: 29,504 shares; 2022Q3: 30,395 shares; 2022Q4: 30,302 shares; 2023Q1: 28,171 shares 28,171 $2.91M 0.55% -2,131 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; 2021Q2: restricted; 2021Q3: 35,832 shares; 2021Q4: 27,314 shares; 2022Q1: 26,992 shares; 2022Q2: 25,414 shares; 2022Q3: 25,417 shares; 2022Q4: 24,745 shares; 2023Q1: 25,178 shares 25,178 $2.76M 0.53% +433 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; 2021Q2: restricted; 2021Q3: 7,798 shares; 2021Q4: 7,592 shares; 2022Q1: 6,428 shares; 2022Q2: 6,492 shares; 2022Q3: 7,088 shares; 2022Q4: 10,461 shares; 2023Q1: 10,622 shares 10,622 $2.65M 0.5% +161 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,849 shares; 2021Q4: 14,011 shares; 2022Q1: 14,508 shares; 2022Q2: 14,911 shares; 2022Q3: 14,936 shares; 2022Q4: 11,886 shares; 2023Q1: 11,577 shares 11,577 $2.65M 0.5% -309 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 10,357 shares; 2021Q4: 10,389 shares; 2022Q1: 10,308 shares; 2022Q2: 10,801 shares; 2022Q3: 10,658 shares; 2022Q4: 10,746 shares; 2023Q1: 10,753 shares 10,753 $2.6M 0.49% +7 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 16,187 shares; 2021Q4: 16,154 shares; 2022Q1: 16,155 shares; 2022Q2: 16,507 shares; 2022Q3: 16,617 shares; 2022Q4: 16,618 shares; 2023Q1: 16,620 shares 16,620 $2.47M 0.47% +2 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; 2021Q2: restricted; 2021Q3: 105,648 shares; 2021Q4: 105,654 shares; 2022Q1: 105,659 shares; 2022Q2: 105,666 shares; 2022Q3: 114,186 shares; 2022Q4: 114,193 shares; 2023Q1: 128,699 shares 128,699 $2.47M 0.47% +14,506 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; 2021Q2: restricted; 2021Q3: 41,845 shares; 2021Q4: 40,361 shares; 2022Q1: 39,371 shares; 2022Q2: 47,737 shares; 2022Q3: 54,250 shares; 2022Q4: 66,600 shares; 2023Q1: 65,002 shares 65,002 $2.46M 0.47% -1,598 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; 2021Q2: restricted; 2021Q3: 15,297 shares; 2021Q4: 15,205 shares; 2022Q1: 14,916 shares; 2022Q2: 22,308 shares; 2022Q3: 22,805 shares; 2022Q4: 22,862 shares; 2023Q1: 24,304 shares 24,304 $2.43M 0.46% +1,442 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 140,827 shares; 2022Q2: 151,617 shares; 2022Q3: 135,045 shares; 2022Q4: 61,397 shares; 2023Q1: 48,345 shares 48,345 $2.43M 0.46% -13,052 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; 2021Q2: restricted; 2021Q3: 7,300 shares; 2021Q4: 7,300 shares; 2022Q1: 40,036 shares; 2022Q2: 41,349 shares; 2022Q3: 39,932 shares; 2022Q4: 63,944 shares; 2023Q1: 75,656 shares 75,656 $2.37M 0.45% +11,712 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; 2021Q2: restricted; 2021Q3: 22,260 shares; 2021Q4: 23,782 shares; 2022Q1: 27,382 shares; 2022Q2: 29,125 shares; 2022Q3: 29,070 shares; 2022Q4: 27,332 shares; 2023Q1: 28,258 shares 28,258 $2.2M 0.42% +926 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; 2021Q2: restricted; 2021Q3: 19,678 shares; 2021Q4: 20,223 shares; 2022Q1: 20,620 shares; 2022Q2: 19,585 shares; 2022Q3: 19,145 shares; 2022Q4: 16,564 shares; 2023Q1: 16,858 shares 16,858 $2.2M 0.42% +294 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 58,091 shares; 2022Q3: 164,777 shares; 2022Q4: 99,807 shares; 2023Q1: 91,650 shares 91,650 $2.17M 0.41% -8,157 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 51,589 shares; 2021Q4: 51,229 shares; 2022Q1: 49,357 shares; 2022Q2: 53,389 shares; 2022Q3: 54,766 shares; 2022Q4: 53,730 shares; 2023Q1: 53,131 shares 53,131 $2.17M 0.41% -599 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; 2021Q2: restricted; 2021Q3: 49,742 shares; 2021Q4: 49,597 shares; 2022Q1: 49,597 shares; 2022Q2: 49,597 shares; 2022Q3: 49,597 shares; 2022Q4: 49,597 shares; 2023Q1: 49,597 shares 49,597 $2.16M 0.41% 0 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; 2021Q2: restricted; 2021Q3: 3,910 shares; 2021Q4: 4,031 shares; 2022Q1: 4,077 shares; 2022Q2: 4,075 shares; 2022Q3: 4,109 shares; 2022Q4: 4,339 shares; 2023Q1: 4,334 shares 4,334 $2.15M 0.41% -5 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,974 shares; 2022Q2: 10,447 shares; 2022Q3: 27,727 shares; 2022Q4: 34,239 shares; 2023Q1: 37,203 shares 37,203 $2.14M 0.41% +2,964 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 9,609 shares; 2021Q4: 9,623 shares; 2022Q1: 9,637 shares; 2022Q2: 9,650 shares; 2022Q3: 9,666 shares; 2022Q4: 9,680 shares; 2023Q1: 9,334 shares 9,334 $2.14M 0.41% -346 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; 2021Q2: restricted; 2021Q3: 9,498 shares; 2021Q4: 10,112 shares; 2022Q1: 10,478 shares; 2022Q2: 10,942 shares; 2022Q3: 11,085 shares; 2022Q4: 10,739 shares; 2023Q1: 10,790 shares 10,790 $2.06M 0.39% +51 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,233 shares; 2022Q3: 2,376 shares; 2022Q4: 41,925 shares; 2023Q1: 41,650 shares 41,650 $2.01M 0.38% -275 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; 2021Q2: restricted; 2021Q3: 4,014 shares; 2021Q4: 4,014 shares; 2022Q1: 4,014 shares; 2022Q2: 4,014 shares; 2022Q3: 4,014 shares; 2022Q4: 4,014 shares; 2023Q1: 4,014 shares 4,014 $2.01M 0.38% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 9,735 shares; 2021Q4: 9,729 shares; 2022Q1: 9,830 shares; 2022Q2: 10,030 shares; 2022Q3: 10,280 shares; 2022Q4: 11,345 shares; 2023Q1: 12,283 shares 12,283 $2M 0.38% +938 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,715 shares; 2021Q4: 12,898 shares; 2022Q1: 13,061 shares; 2022Q2: 12,916 shares; 2022Q3: 12,919 shares; 2022Q4: 12,244 shares; 2023Q1: 12,314 shares 12,314 $1.96M 0.37% +70 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; 2021Q2: restricted; 2021Q3: 40,520 shares; 2021Q4: 40,520 shares; 2022Q1: 40,520 shares; 2022Q2: 40,520 shares; 2022Q3: 40,520 shares; 2022Q4: 40,520 shares; 2023Q1: 40,520 shares 40,520 $1.85M 0.35% 0 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; 2021Q2: restricted; 2021Q3: 4,553 shares; 2021Q4: 4,066 shares; 2022Q1: 4,709 shares; 2022Q2: 5,276 shares; 2022Q3: 6,109 shares; 2022Q4: 9,197 shares; 2023Q1: 8,269 shares 8,269 $1.75M 0.33% -928 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 8,532 shares; 2021Q4: 9,039 shares; 2022Q1: 10,134 shares; 2022Q2: 10,382 shares; 2022Q3: 10,904 shares; 2022Q4: 9,997 shares; 2023Q1: 10,411 shares 10,411 $1.72M 0.33% +414 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; 2021Q2: restricted; 2021Q3: 4,025 shares; 2021Q4: 4,530 shares; 2022Q1: 14,299 shares; 2022Q2: 14,717 shares; 2022Q3: 14,717 shares; 2022Q4: 15,959 shares; 2023Q1: 15,286 shares 15,286 $1.71M 0.33% -673 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,207 shares; 2022Q2: 6,112 shares; 2022Q3: 9,271 shares; 2022Q4: 16,109 shares; 2023Q1: 17,159 shares 17,159 $1.61M 0.31% +1,050 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; 2021Q2: restricted; 2021Q3: 4,424 shares; 2021Q4: 4,337 shares; 2022Q1: 4,158 shares; 2022Q2: 3,724 shares; 2022Q3: 3,579 shares; 2022Q4: 3,429 shares; 2023Q1: 3,400 shares 3,400 $1.61M 0.31% -29 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,701 shares; 2021Q4: 4,308 shares; 2022Q1: 4,823 shares; 2022Q2: 4,883 shares; 2022Q3: 4,953 shares; 2022Q4: 5,959 shares; 2023Q1: 6,649 shares 6,649 $1.59M 0.3% +690 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,609 shares; 2021Q4: 2,611 shares; 2022Q1: 2,507 shares; 2022Q2: 2,541 shares; 2022Q3: 2,489 shares; 2022Q4: 2,502 shares; 2023Q1: 2,468 shares 2,468 $1.58M 0.3% -34 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,899 shares; 2021Q4: 5,644 shares; 2022Q1: 6,739 shares; 2022Q2: 7,291 shares; 2022Q3: 7,120 shares; 2022Q4: 7,605 shares; 2023Q1: 7,679 shares 7,679 $1.53M 0.29% +74 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; 2021Q2: restricted; 2021Q3: 5,568 shares; 2021Q4: 5,560 shares; 2022Q1: 21,744 shares; 2022Q2: 21,188 shares; 2022Q3: 21,191 shares; 2022Q4: 21,193 shares; 2023Q1: 21,195 shares 21,195 $1.52M 0.29% +2 Timeline IEUR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 28,088 shares; 2021Q4: 27,636 shares; 2022Q1: 29,014 shares; 2022Q2: 29,332 shares; 2022Q3: 27,376 shares; 2022Q4: 28,009 shares; 2023Q1: 29,018 shares 29,018 $1.52M 0.29% +1,009 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; 2021Q2: restricted; 2021Q3: 7,058 shares; 2021Q4: 5,825 shares; 2022Q1: 5,825 shares; 2022Q2: 5,729 shares; 2022Q3: 5,729 shares; 2022Q4: 5,869 shares; 2023Q1: 5,913 shares 5,913 $1.51M 0.29% +44 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 33,533 shares; 2023Q1: 50,933 shares 50,933 $1.51M 0.29% +17,400 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; 2021Q2: restricted; 2021Q3: 7,113 shares; 2021Q4: 7,147 shares; 2022Q1: 7,533 shares; 2022Q2: 7,498 shares; 2022Q3: 18,210 shares; 2022Q4: 28,093 shares; 2023Q1: 28,070 shares 28,070 $1.5M 0.29% -23 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; 2021Q2: restricted; 2021Q3: 22,489 shares; 2021Q4: 22,277 shares; 2022Q1: 23,137 shares; 2022Q2: 28,880 shares; 2022Q3: 31,658 shares; 2022Q4: 32,934 shares; 2023Q1: 33,239 shares 33,239 $1.48M 0.28% +305 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; 2021Q2: restricted; 2021Q3: 4,303 shares; 2021Q4: 4,411 shares; 2022Q1: 4,340 shares; 2022Q2: 4,440 shares; 2022Q3: 4,214 shares; 2022Q4: 3,790 shares; 2023Q1: 3,651 shares 3,651 $1.41M 0.27% -139 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; 2021Q2: restricted; 2021Q3: 4,549 shares; 2021Q4: 5,369 shares; 2022Q1: 5,593 shares; 2022Q2: 5,741 shares; 2022Q3: 5,680 shares; 2022Q4: 5,728 shares; 2023Q1: 5,755 shares 5,755 $1.37M 0.26% +27 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,350 shares; 2022Q3: 86,514 shares; 2022Q4: 58,248 shares; 2023Q1: 55,398 shares 55,398 $1.36M 0.26% -2,850 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,818 shares; 2021Q4: 2,883 shares; 2022Q1: 2,512 shares; 2022Q2: 3,442 shares; 2022Q3: 4,744 shares; 2022Q4: 7,250 shares; 2023Q1: 10,053 shares 10,053 $1.28M 0.24% +2,803 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; 2021Q2: restricted; 2021Q3: 21,146 shares; 2021Q4: 20,892 shares; 2022Q1: 19,921 shares; 2022Q2: 20,105 shares; 2022Q3: 20,109 shares; 2022Q4: 19,743 shares; 2023Q1: 18,898 shares 18,898 $1.28M 0.24% -845 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; 2021Q2: restricted; 2021Q3: 8,743 shares; 2021Q4: 7,696 shares; 2022Q1: 40,238 shares; 2022Q2: 28,773 shares; 2022Q3: 28,914 shares; 2022Q4: 23,200 shares; 2023Q1: 23,210 shares 23,210 $1.27M 0.24% +10 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; 2021Q2: restricted; 2021Q3: 1,405 shares; 2021Q4: 1,405 shares; 2022Q1: 8,515 shares; 2022Q2: 8,458 shares; 2022Q3: 8,789 shares; 2022Q4: 18,220 shares; 2023Q1: 18,017 shares 18,017 $1.26M 0.24% -203 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,716 shares; 2021Q4: 2,084 shares; 2022Q1: 2,535 shares; 2022Q2: 2,739 shares; 2022Q3: 2,891 shares; 2022Q4: 3,148 shares; 2023Q1: 3,226 shares 3,226 $1.24M 0.24% +78 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; 2021Q2: restricted; 2021Q3: 21,725 shares; 2021Q4: 21,809 shares; 2022Q1: 21,217 shares; 2022Q2: 20,363 shares; 2022Q3: 19,983 shares; 2022Q4: 19,812 shares; 2023Q1: 19,944 shares 19,944 $1.24M 0.24% +132 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; 2021Q2: restricted; 2021Q3: 6,568 shares; 2021Q4: 16,631 shares; 2022Q1: 16,617 shares; 2022Q2: 16,192 shares; 2022Q3: 15,404 shares; 2022Q4: 15,075 shares; 2023Q1: 14,362 shares 14,362 $1.23M 0.23% -713 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,804 shares; 2021Q4: 3,148 shares; 2022Q1: 3,452 shares; 2022Q2: 3,366 shares; 2022Q3: 3,434 shares; 2022Q4: 3,501 shares; 2023Q1: 3,338 shares 3,338 $1.21M 0.23% -163 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19,412 shares; 2021Q4: 19,412 shares; 2022Q1: 18,956 shares; 2022Q2: 18,956 shares; 2022Q3: 18,956 shares; 2022Q4: 18,956 shares; 2023Q1: 18,556 shares 18,556 $1.2M 0.23% -400 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,773 shares; 2021Q4: 3,039 shares; 2022Q1: 19,608 shares; 2022Q2: 19,609 shares; 2022Q3: 19,610 shares; 2022Q4: 19,590 shares; 2023Q1: 19,638 shares 19,638 $1.18M 0.23% +48 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; 2021Q2: restricted; 2021Q3: 1,197 shares; 2021Q4: 1,362 shares; 2022Q1: 1,702 shares; 2022Q2: 1,777 shares; 2022Q3: 5,454 shares; 2022Q4: 5,409 shares; 2023Q1: 5,926 shares 5,926 $1.18M 0.23% +517 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; 2021Q2: restricted; 2021Q3: 6,578 shares; 2021Q4: 6,578 shares; 2022Q1: 6,617 shares; 2022Q2: 6,703 shares; 2022Q3: 6,959 shares; 2022Q4: 6,459 shares; 2023Q1: 6,444 shares 6,444 $1.18M 0.22% -15 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 10,904 shares; 2021Q4: 11,222 shares; 2022Q1: 12,175 shares; 2022Q2: 12,317 shares; 2022Q3: 12,249 shares; 2022Q4: 12,005 shares; 2023Q1: 11,155 shares 11,155 $1.16M 0.22% -850 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; 2021Q2: restricted; 2021Q3: 2,469 shares; 2021Q4: 2,475 shares; 2022Q1: 2,460 shares; 2022Q2: 2,412 shares; 2022Q3: 2,359 shares; 2022Q4: 2,284 shares; 2023Q1: 2,416 shares 2,416 $1.12M 0.21% +132 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; 2021Q2: restricted; 2021Q3: 4,812 shares; 2021Q4: 4,786 shares; 2022Q1: 4,634 shares; 2022Q2: 4,527 shares; 2022Q3: 4,534 shares; 2022Q4: 3,623 shares; 2023Q1: 3,743 shares 3,743 $1.1M 0.21% +120 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,931 shares; 2021Q4: 3,922 shares; 2022Q1: 3,981 shares; 2022Q2: 4,045 shares; 2022Q3: 4,177 shares; 2022Q4: 5,393 shares; 2023Q1: 6,553 shares 6,553 $1.09M 0.21% +1,160 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; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 8,151 shares; 2022Q2: 8,891 shares; 2022Q3: 8,891 shares; 2022Q4: 14,751 shares; 2023Q1: 14,785 shares 14,785 $1.09M 0.21% +34 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 12,844 shares; 2021Q4: 12,606 shares; 2022Q1: 12,009 shares; 2022Q2: 11,092 shares; 2022Q3: 10,827 shares; 2022Q4: 10,831 shares; 2023Q1: 10,835 shares 10,835 $1.06M 0.2% +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; 2021Q2: restricted; 2021Q3: 6,682 shares; 2021Q4: 6,669 shares; 2022Q1: 14,851 shares; 2022Q2: 9,841 shares; 2022Q3: 9,773 shares; 2022Q4: 7,490 shares; 2023Q1: 7,799 shares 7,799 $1.02M 0.19% +309 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; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 903 shares; 2022Q1: 1,224 shares; 2022Q2: 1,498 shares; 2022Q3: 1,599 shares; 2022Q4: 1,874 shares; 2023Q1: 1,900 shares 1,900 $1.01M 0.19% +26 IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,035 shares; 2021Q4: 6,735 shares; 2022Q1: 6,962 shares; 2022Q2: 6,922 shares; 2022Q3: 6,610 shares; 2022Q4: 6,611 shares; 2023Q1: 6,613 shares 6,613 $1.01M 0.19% +2 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; 2021Q2: restricted; 2021Q3: 4,455 shares; 2021Q4: 4,480 shares; 2022Q1: 4,503 shares; 2022Q2: 4,506 shares; 2022Q3: 4,440 shares; 2022Q4: 4,427 shares; 2023Q1: 4,336 shares 4,336 $979K 0.19% -91 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,704 shares; 2021Q4: 3,866 shares; 2022Q1: 3,866 shares; 2022Q2: 4,093 shares; 2022Q3: 4,093 shares; 2022Q4: 3,995 shares; 2023Q1: 4,282 shares 4,282 $971K 0.18% +287 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,322 shares; 2021Q4: 2,316 shares; 2022Q1: 2,317 shares; 2022Q2: 2,318 shares; 2022Q3: 2,320 shares; 2022Q4: 2,322 shares; 2023Q1: 2,323 shares 2,323 $955K 0.18% +1 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; 2021Q2: restricted; 2021Q3: 1,258 shares; 2021Q4: 1,444 shares; 2022Q1: 2,395 shares; 2022Q2: 8,639 shares; 2022Q3: 8,961 shares; 2022Q4: 11,817 shares; 2023Q1: 12,442 shares 12,442 $945K 0.18% +625 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; 2021Q2: restricted; 2021Q3: 2,418 shares; 2021Q4: 2,244 shares; 2022Q1: 2,187 shares; 2022Q2: 1,990 shares; 2022Q3: 1,962 shares; 2022Q4: 1,993 shares; 2023Q1: 1,987 shares 1,987 $939K 0.18% -6 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; 2021Q2: restricted; 2021Q3: 22,448 shares; 2021Q4: 22,572 shares; 2022Q1: 22,150 shares; 2022Q2: 21,159 shares; 2022Q3: 21,232 shares; 2022Q4: 18,615 shares; 2023Q1: 17,600 shares 17,600 $920K 0.17% -1,015 Timeline SONO SONOS INC More: the full row for SONOS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,804 shares; 2022Q1: 18,742 shares; 2022Q2: 23,838 shares; 2022Q3: 26,778 shares; 2022Q4: 38,475 shares; 2023Q1: 45,074 shares 45,074 $884K 0.17% +6,599 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,498 shares; 2021Q4: 4,271 shares; 2022Q1: 4,404 shares; 2022Q2: 4,501 shares; 2022Q3: 4,486 shares; 2022Q4: 4,342 shares; 2023Q1: 4,027 shares 4,027 $855K 0.16% -315 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; 2021Q2: restricted; 2021Q3: 16,888 shares; 2021Q4: 13,536 shares; 2022Q1: 12,778 shares; 2022Q2: 12,797 shares; 2022Q3: 12,356 shares; 2022Q4: 12,298 shares; 2023Q1: 12,315 shares 12,315 $854K 0.16% +17 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 550 shares; 2021Q4: 550 shares; 2022Q1: 8,016 shares; 2022Q2: 8,016 shares; 2022Q3: 8,016 shares; 2022Q4: 8,277 shares; 2023Q1: 8,597 shares 8,597 $853K 0.16% +320 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; 2021Q2: restricted; 2021Q3: 4,542 shares; 2021Q4: 4,543 shares; 2022Q1: 4,543 shares; 2022Q2: 4,544 shares; 2022Q3: 4,919 shares; 2022Q4: 7,245 shares; 2023Q1: 9,599 shares 9,599 $849K 0.16% +2,354 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,436 shares; 2021Q4: 16,456 shares; 2022Q1: 14,553 shares; 2022Q2: 15,668 shares; 2022Q3: 21,161 shares; 2022Q4: 21,554 shares; 2023Q1: 22,886 shares 22,886 $832K 0.16% +1,332 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,184 shares; 2021Q4: 3,143 shares; 2022Q1: 3,122 shares; 2022Q2: 3,218 shares; 2022Q3: 3,294 shares; 2022Q4: 2,924 shares; 2023Q1: 2,927 shares 2,927 $818K 0.16% +3 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; 2021Q2: restricted; 2021Q3: 26,039 shares; 2021Q4: 22,787 shares; 2022Q1: 21,587 shares; 2022Q2: 22,362 shares; 2022Q3: 21,282 shares; 2022Q4: 12,757 shares; 2023Q1: 11,129 shares 11,129 $814K 0.15% -1,628 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 427 shares; 2021Q4: 563 shares; 2022Q1: 1,236 shares; 2022Q2: 2,319 shares; 2022Q3: 2,399 shares; 2022Q4: 2,468 shares; 2023Q1: 2,341 shares 2,341 $809K 0.15% -127 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; 2021Q2: restricted; 2021Q3: 20,852 shares; 2021Q4: 20,424 shares; 2022Q1: 20,814 shares; 2022Q2: 20,781 shares; 2022Q3: 18,283 shares; 2022Q4: 17,653 shares; 2023Q1: 20,732 shares 20,732 $806K 0.15% +3,079 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 503 shares; 2021Q4: 503 shares; 2022Q1: 506 shares; 2022Q2: 494 shares; 2022Q3: 8,723 shares; 2022Q4: 8,073 shares; 2023Q1: 7,733 shares 7,733 $804K 0.15% -340 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,793 shares; 2021Q4: 3,793 shares; 2022Q1: 3,793 shares; 2022Q2: 3,793 shares; 2022Q3: 3,793 shares; 2022Q4: 3,793 shares; 2023Q1: 3,472 shares 3,472 $782K 0.15% -321 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; 2021Q2: restricted; 2021Q3: 1,500 shares; 2021Q4: 1,565 shares; 2022Q1: 1,565 shares; 2022Q2: 1,565 shares; 2022Q3: 1,950 shares; 2022Q4: 3,593 shares; 2023Q1: 4,712 shares 4,712 $777K 0.15% +1,119 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; 2021Q2: restricted; 2021Q3: 8,926 shares; 2021Q4: 8,928 shares; 2022Q1: 8,139 shares; 2022Q2: 8,141 shares; 2022Q3: 8,143 shares; 2022Q4: 8,465 shares; 2023Q1: 8,869 shares 8,869 $773K 0.15% +404 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; 2021Q2: restricted; 2021Q3: 5,446 shares; 2021Q4: 5,896 shares; 2022Q1: 7,079 shares; 2022Q2: 6,799 shares; 2022Q3: 6,953 shares; 2022Q4: 8,424 shares; 2023Q1: 9,800 shares 9,800 $768K 0.15% +1,376 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,357 shares; 2021Q4: 2,643 shares; 2022Q1: 3,441 shares; 2022Q2: 3,575 shares; 2022Q3: 3,712 shares; 2022Q4: 5,263 shares; 2023Q1: 6,119 shares 6,119 $763K 0.15% +856 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12,915 shares; 2022Q2: 28,284 shares; 2022Q3: 26,595 shares; 2022Q4: 26,011 shares; 2023Q1: 33,252 shares 33,252 $760K 0.14% +7,241 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 254 shares; 2021Q4: 254 shares; 2022Q1: 3,987 shares; 2022Q2: 3,987 shares; 2022Q3: 4,212 shares; 2022Q4: 5,772 shares; 2023Q1: 7,412 shares 7,412 $751K 0.14% +1,640 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; 2021Q2: restricted; 2021Q3: 2,537 shares; 2021Q4: 3,272 shares; 2022Q1: 4,492 shares; 2022Q2: 5,030 shares; 2022Q3: 5,359 shares; 2022Q4: 7,038 shares; 2023Q1: 7,641 shares 7,641 $749K 0.14% +603 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 79 shares; 2021Q4: 114 shares; 2022Q1: 156 shares; 2022Q2: 1,350 shares; 2022Q3: 1,350 shares; 2022Q4: 15,902 shares; 2023Q1: 15,502 shares 15,502 $743K 0.14% -400 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; 2021Q2: restricted; 2021Q3: 34,070 shares; 2021Q4: 43,143 shares; 2022Q1: 44,689 shares; 2022Q2: 53,242 shares; 2022Q3: 53,242 shares; 2022Q4: 59,537 shares; 2023Q1: 59,537 shares 59,537 $742K 0.14% 0 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; 2021Q2: restricted; 2021Q3: 6,870 shares; 2021Q4: 4,709 shares; 2022Q1: 4,935 shares; 2022Q2: 6,414 shares; 2022Q3: 6,699 shares; 2022Q4: 7,465 shares; 2023Q1: 7,195 shares 7,195 $735K 0.14% -270 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,048 shares; 2021Q4: 2,079 shares; 2022Q1: 4,232 shares; 2022Q2: 2,988 shares; 2022Q3: 3,278 shares; 2022Q4: 2,713 shares; 2023Q1: 2,631 shares 2,631 $731K 0.14% -82 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; 2021Q2: restricted; 2021Q3: 495 shares; 2021Q4: 647 shares; 2022Q1: 824 shares; 2022Q2: 827 shares; 2022Q3: 848 shares; 2022Q4: 1,089 shares; 2023Q1: 1,259 shares 1,259 $726K 0.14% +170 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,550 shares; 2022Q3: 56,236 shares; 2022Q4: 32,629 shares; 2023Q1: 29,050 shares 29,050 $725K 0.14% -3,579 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; 2021Q2: restricted; 2021Q3: 5,263 shares; 2021Q4: 5,263 shares; 2022Q1: 5,263 shares; 2022Q2: 5,263 shares; 2022Q3: 5,263 shares; 2022Q4: 5,263 shares; 2023Q1: 5,339 shares 5,339 $679K 0.13% +76 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; 2021Q2: restricted; 2021Q3: 1,276 shares; 2021Q4: 1,869 shares; 2022Q1: 2,637 shares; 2022Q2: 2,731 shares; 2022Q3: 2,731 shares; 2022Q4: 2,209 shares; 2023Q1: 1,968 shares 1,968 $676K 0.13% -241 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; 2021Q2: restricted; 2021Q3: 1,969 shares; 2021Q4: 2,376 shares; 2022Q1: 2,785 shares; 2022Q2: 2,511 shares; 2022Q3: 2,604 shares; 2022Q4: 3,002 shares; 2023Q1: 3,331 shares 3,331 $666K 0.13% +329 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,455 shares; 2021Q4: 6,158 shares; 2022Q1: 6,053 shares; 2022Q2: 5,648 shares; 2022Q3: 5,648 shares; 2022Q4: 6,606 shares; 2023Q1: 7,033 shares 7,033 $653K 0.12% +427 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,252 shares; 2021Q4: 3,252 shares; 2022Q1: 3,252 shares; 2022Q2: 3,252 shares; 2022Q3: 3,514 shares; 2022Q4: 5,907 shares; 2023Q1: 7,972 shares 7,972 $651K 0.12% +2,065 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; 2021Q2: restricted; 2021Q3: 482 shares; 2021Q4: 483 shares; 2022Q1: 485 shares; 2022Q2: 345 shares; 2022Q3: 412 shares; 2022Q4: 682 shares; 2023Q1: 945 shares 945 $632K 0.12% +263 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; 2021Q2: restricted; 2021Q3: 13,612 shares; 2021Q4: 13,768 shares; 2022Q1: 13,722 shares; 2022Q2: 13,621 shares; 2022Q3: 13,205 shares; 2022Q4: 12,877 shares; 2023Q1: 14,014 shares 14,014 $625K 0.12% +1,137 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,259 shares; 2021Q4: 5,259 shares; 2022Q1: 5,259 shares; 2022Q2: 5,259 shares; 2022Q3: 5,259 shares; 2022Q4: 5,896 shares; 2023Q1: 6,122 shares 6,122 $620K 0.12% +226 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; 2021Q2: restricted; 2021Q3: 1,536 shares; 2021Q4: 1,536 shares; 2022Q1: 1,536 shares; 2022Q2: 1,656 shares; 2022Q3: 2,048 shares; 2022Q4: 5,721 shares; 2023Q1: 7,930 shares 7,930 $596K 0.11% +2,209 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,919 shares; 2022Q1: 12,522 shares; 2022Q2: 13,767 shares; 2022Q3: 13,705 shares; 2022Q4: 12,487 shares; 2023Q1: 12,444 shares 12,444 $595K 0.11% -43 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; 2021Q2: restricted; 2021Q3: 566 shares; 2021Q4: 566 shares; 2022Q1: 608 shares; 2022Q2: 430 shares; 2022Q3: 637 shares; 2022Q4: 2,989 shares; 2023Q1: 4,446 shares 4,446 $594K 0.11% +1,457 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 7,121 shares; 2021Q4: 6,911 shares; 2022Q1: 6,914 shares; 2022Q2: 6,918 shares; 2022Q3: 6,923 shares; 2022Q4: 7,372 shares; 2023Q1: 8,287 shares 8,287 $593K 0.11% +915 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; 2021Q2: restricted; 2021Q3: 373 shares; 2021Q4: 436 shares; 2022Q1: 528 shares; 2022Q2: 561 shares; 2022Q3: 595 shares; 2022Q4: 1,155 shares; 2023Q1: 1,601 shares 1,601 $583K 0.11% +446 Timeline ISHARES IBONDS DEC 2025 TERM ISHARES IBONDS DEC 2025 TERM More: the full row for ISHARES IBONDS DEC 2025 TERM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50,587 shares; 2022Q3: 56,726 shares; 2022Q4: 25,100 shares; 2023Q1: 23,600 shares 23,600 $579K 0.11% -1,500 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; 2021Q2: restricted; 2021Q3: 1,320 shares; 2021Q4: 1,320 shares; 2022Q1: 1,320 shares; 2022Q2: 1,320 shares; 2022Q3: 1,861 shares; 2022Q4: 4,538 shares; 2023Q1: 6,859 shares 6,859 $571K 0.11% +2,321 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,305 shares; 2021Q4: 4,736 shares; 2022Q1: 5,508 shares; 2022Q2: 5,716 shares; 2022Q3: 5,719 shares; 2022Q4: 6,143 shares; 2023Q1: 6,463 shares 6,463 $567K 0.11% +320 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 690 shares; 2022Q2: 1,098 shares; 2022Q3: 2,096 shares; 2022Q4: 6,265 shares; 2023Q1: 8,948 shares 8,948 $567K 0.11% +2,683 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 21,918 shares; 2022Q4: 25,435 shares; 2023Q1: 23,576 shares 23,576 $562K 0.11% -1,859 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; 2021Q2: restricted; 2021Q3: 3,715 shares; 2021Q4: 3,715 shares; 2022Q1: 3,715 shares; 2022Q2: 3,715 shares; 2022Q3: 3,715 shares; 2022Q4: 3,715 shares; 2023Q1: 3,715 shares 3,715 $561K 0.11% 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; 2021Q2: restricted; 2021Q3: 108 shares; 2021Q4: 432 shares; 2022Q1: 432 shares; 2022Q2: 432 shares; 2022Q3: 595 shares; 2022Q4: 1,985 shares; 2023Q1: 3,294 shares 3,294 $553K 0.11% +1,309 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; 2021Q2: restricted; 2021Q3: 376 shares; 2021Q4: 541 shares; 2022Q1: 672 shares; 2022Q2: 714 shares; 2022Q3: 891 shares; 2022Q4: 2,379 shares; 2023Q1: 4,013 shares 4,013 $551K 0.1% +1,634 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; 2021Q2: restricted; 2021Q3: 1,951 shares; 2021Q4: 1,951 shares; 2022Q1: 1,951 shares; 2022Q2: 2,068 shares; 2022Q3: 2,053 shares; 2022Q4: 4,107 shares; 2023Q1: 6,424 shares 6,424 $549K 0.1% +2,317 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,088 shares; 2021Q4: 6,030 shares; 2022Q1: 6,042 shares; 2022Q2: 5,752 shares; 2022Q3: 5,776 shares; 2022Q4: 5,783 shares; 2023Q1: 5,384 shares 5,384 $547K 0.1% -399 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; 2021Q2: restricted; 2021Q3: 3,544 shares; 2021Q4: 3,544 shares; 2022Q1: 3,365 shares; 2022Q2: 3,624 shares; 2022Q3: 3,911 shares; 2022Q4: 6,069 shares; 2023Q1: 8,729 shares 8,729 $545K 0.1% +2,660 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; 2021Q2: restricted; 2021Q3: 1,872 shares; 2021Q4: 2,478 shares; 2022Q1: 3,267 shares; 2022Q2: 3,104 shares; 2022Q3: 3,130 shares; 2022Q4: 3,066 shares; 2023Q1: 2,837 shares 2,837 $542K 0.1% -229 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 674 shares; 2022Q2: 773 shares; 2022Q3: 843 shares; 2022Q4: 1,616 shares; 2023Q1: 1,893 shares 1,893 $540K 0.1% +277 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; 2021Q2: restricted; 2021Q3: 307 shares; 2021Q4: 408 shares; 2022Q1: 790 shares; 2022Q2: 799 shares; 2022Q3: 886 shares; 2022Q4: 1,281 shares; 2023Q1: 1,358 shares 1,358 $537K 0.1% +77 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; 2021Q2: restricted; 2021Q3: 2,709 shares; 2021Q4: 2,733 shares; 2022Q1: 2,698 shares; 2022Q2: 2,378 shares; 2022Q3: 2,378 shares; 2022Q4: 2,611 shares; 2023Q1: 2,764 shares 2,764 $536K 0.1% +153 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 19,012 shares; 2021Q4: 17,411 shares; 2022Q1: 17,654 shares; 2022Q2: 17,345 shares; 2022Q3: 17,204 shares; 2022Q4: 17,585 shares; 2023Q1: 16,223 shares 16,223 $530K 0.1% -1,362 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 40 shares; 2022Q1: 40 shares; 2022Q2: 40 shares; 2022Q3: 59 shares; 2022Q4: 260 shares; 2023Q1: 398 shares 398 $525K 0.1% +138 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; 2021Q2: restricted; 2021Q3: 170 shares; 2021Q4: 170 shares; 2022Q1: 170 shares; 2022Q2: 185 shares; 2022Q3: 230 shares; 2022Q4: 626 shares; 2023Q1: 948 shares 948 $517K 0.1% +322 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,101 shares; 2021Q4: 6,268 shares; 2022Q1: 6,268 shares; 2022Q2: 6,268 shares; 2022Q3: 6,268 shares; 2022Q4: 6,268 shares; 2023Q1: 6,197 shares 6,197 $517K 0.1% -71 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 240 shares; 2021Q4: 2,715 shares; 2022Q1: 3,540 shares; 2022Q2: 3,540 shares; 2022Q3: 3,560 shares; 2022Q4: 6,615 shares; 2023Q1: 10,425 shares 10,425 $515K 0.1% +3,810 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 307 shares; 2022Q4: 3,410 shares; 2023Q1: 5,932 shares 5,932 $513K 0.1% +2,522 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,133 shares; 2022Q2: 22,448 shares; 2022Q3: 22,460 shares; 2022Q4: 11,490 shares; 2023Q1: 10,835 shares 10,835 $513K 0.1% -655 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,333 shares; 2022Q4: 9,303 shares; 2023Q1: 13,865 shares 13,865 $493K 0.09% +4,562 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; 2021Q2: restricted; 2021Q3: 191 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 121 shares; 2022Q4: 796 shares; 2023Q1: 1,252 shares 1,252 $490K 0.09% +456 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 148 shares; 2022Q4: 2,007 shares; 2023Q1: 3,637 shares 3,637 $489K 0.09% +1,630 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 45 shares; 2022Q1: 357 shares; 2022Q2: 435 shares; 2022Q3: 500 shares; 2022Q4: 968 shares; 2023Q1: 1,206 shares 1,206 $481K 0.09% +238 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,696 shares; 2021Q4: 5,223 shares; 2022Q1: 5,173 shares; 2022Q2: 5,015 shares; 2022Q3: 4,974 shares; 2022Q4: 4,895 shares; 2023Q1: 5,031 shares 5,031 $481K 0.09% +136 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; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,713 shares; 2022Q1: 2,340 shares; 2022Q2: 2,412 shares; 2022Q3: 2,247 shares; 2022Q4: 2,414 shares; 2023Q1: 2,385 shares 2,385 $480K 0.09% -29 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 574 shares; 2021Q4: 574 shares; 2022Q1: 564 shares; 2022Q2: 564 shares; 2022Q3: 2,236 shares; 2022Q4: 2,409 shares; 2023Q1: 2,270 shares 2,270 $471K 0.09% -139 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; 2021Q2: restricted; 2021Q3: 2,939 shares; 2021Q4: 3,390 shares; 2022Q1: 6,736 shares; 2022Q2: 7,271 shares; 2022Q3: 8,042 shares; 2022Q4: 12,382 shares; 2023Q1: 12,661 shares 12,661 $464K 0.09% +279 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; 2021Q2: restricted; 2021Q3: 9,891 shares; 2021Q4: 9,480 shares; 2022Q1: 9,331 shares; 2022Q2: 9,591 shares; 2022Q3: 9,563 shares; 2022Q4: 14,499 shares; 2023Q1: 16,067 shares 16,067 $460K 0.09% +1,568 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; 2021Q2: restricted; 2021Q3: 1,062 shares; 2021Q4: 1,067 shares; 2022Q1: 1,072 shares; 2022Q2: 1,077 shares; 2022Q3: 1,250 shares; 2022Q4: 3,042 shares; 2023Q1: 4,801 shares 4,801 $459K 0.09% +1,759 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; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,200 shares; 2022Q3: 1,365 shares; 2022Q4: 3,253 shares; 2023Q1: 5,041 shares 5,041 $459K 0.09% +1,788 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 176 shares; 2022Q4: 1,803 shares; 2023Q1: 2,945 shares 2,945 $457K 0.09% +1,142 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 326 shares; 2021Q4: 334 shares; 2022Q1: 398 shares; 2022Q2: 593 shares; 2022Q3: 714 shares; 2022Q4: 1,905 shares; 2023Q1: 2,957 shares 2,957 $456K 0.09% +1,052 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; 2021Q2: restricted; 2021Q3: 5,220 shares; 2021Q4: 5,453 shares; 2022Q1: 5,245 shares; 2022Q2: 5,245 shares; 2022Q3: 4,689 shares; 2022Q4: 4,689 shares; 2023Q1: 4,689 shares 4,689 $456K 0.09% 0 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; 2021Q2: restricted; 2021Q3: 1,731 shares; 2021Q4: 1,746 shares; 2022Q1: 1,631 shares; 2022Q2: 1,631 shares; 2022Q3: 1,443 shares; 2022Q4: 1,443 shares; 2023Q1: 1,443 shares 1,443 $455K 0.09% 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; 2021Q2: restricted; 2021Q3: 355 shares; 2021Q4: 355 shares; 2022Q1: 355 shares; 2022Q2: 355 shares; 2022Q3: 451 shares; 2022Q4: 1,471 shares; 2023Q1: 2,459 shares 2,459 $452K 0.09% +988 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares; 2022Q2: 110 shares; 2022Q3: 144 shares; 2022Q4: 359 shares; 2023Q1: 550 shares 550 $452K 0.09% +191 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 815 shares; 2022Q1: 1,220 shares; 2022Q2: 1,820 shares; 2022Q3: 1,840 shares; 2022Q4: 3,060 shares; 2023Q1: 4,061 shares 4,061 $450K 0.09% +1,001 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; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 184 shares; 2022Q1: 184 shares; 2022Q2: 184 shares; 2022Q3: 303 shares; 2022Q4: 917 shares; 2023Q1: 1,490 shares 1,490 $447K 0.09% +573 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,133 shares; 2023Q1: 8,133 shares 8,133 $445K 0.08% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,076 shares; 2021Q4: 4,314 shares; 2022Q1: 4,590 shares; 2022Q2: 4,509 shares; 2022Q3: 3,204 shares; 2022Q4: 3,207 shares; 2023Q1: 3,210 shares 3,210 $443K 0.08% +3 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,550 shares; 2021Q4: 1,469 shares; 2022Q1: 1,938 shares; 2022Q2: 1,991 shares; 2022Q3: 1,685 shares; 2022Q4: 2,572 shares; 2023Q1: 2,465 shares 2,465 $440K 0.08% -107 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,885 shares; 2021Q4: 5,441 shares; 2022Q1: 11,988 shares; 2022Q2: 16,259 shares; 2022Q3: 14,628 shares; 2022Q4: 14,619 shares; 2023Q1: 9,006 shares 9,006 $439K 0.08% -5,613 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 15,040 shares; 2022Q2: 17,448 shares; 2022Q3: 16,048 shares; 2022Q4: 24,533 shares; 2023Q1: 23,830 shares 23,830 $438K 0.08% -703 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 141 shares; 2022Q4: 1,851 shares; 2023Q1: 3,160 shares 3,160 $437K 0.08% +1,309 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,091 shares; 2021Q4: 4,845 shares; 2022Q1: 4,845 shares; 2022Q2: 4,865 shares; 2022Q3: 4,865 shares; 2022Q4: 4,865 shares; 2023Q1: 4,956 shares 4,956 $435K 0.08% +91 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares; 2022Q2: 150 shares; 2022Q3: 351 shares; 2022Q4: 1,499 shares; 2023Q1: 2,515 shares 2,515 $431K 0.08% +1,016 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 45 shares; 2022Q1: 255 shares; 2022Q2: 330 shares; 2022Q3: 590 shares; 2022Q4: 1,968 shares; 2023Q1: 3,176 shares 3,176 $429K 0.08% +1,208 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 11 shares; 2021Q4: 11 shares; 2022Q1: 11 shares; 2022Q2: 11 shares; 2022Q3: 313 shares; 2022Q4: 4,030 shares; 2023Q1: 6,963 shares 6,963 $429K 0.08% +2,933 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; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 1,053 shares; 2022Q4: 3,323 shares; 2023Q1: 5,261 shares 5,261 $429K 0.08% +1,938 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 610 shares; 2022Q4: 4,665 shares; 2023Q1: 4,665 shares 4,665 $420K 0.08% 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 285 shares; 2022Q4: 2,273 shares; 2023Q1: 3,804 shares 3,804 $417K 0.08% +1,531 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,816 shares; 2021Q4: 3,336 shares; 2022Q1: 4,708 shares; 2022Q2: 4,952 shares; 2022Q3: 4,962 shares; 2022Q4: 4,775 shares; 2023Q1: 3,390 shares 3,390 $416K 0.08% -1,385 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 536 shares; 2021Q4: 541 shares; 2022Q1: 543 shares; 2022Q2: 547 shares; 2022Q3: 0 shares; 2022Q4: not reported; 2023Q1: 8,045 shares 8,045 $413K 0.08% new 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; 2021Q2: restricted; 2021Q3: 499 shares; 2021Q4: 399 shares; 2022Q1: 399 shares; 2022Q2: 399 shares; 2022Q3: 507 shares; 2022Q4: 1,238 shares; 2023Q1: 1,919 shares 1,919 $407K 0.08% +681 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 56 shares; 2022Q3: 235 shares; 2022Q4: 2,390 shares; 2023Q1: 3,731 shares 3,731 $406K 0.08% +1,341 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 20,181 shares; 2021Q4: 19,939 shares; 2022Q1: 18,793 shares; 2022Q2: 16,958 shares; 2022Q3: 15,823 shares; 2022Q4: 9,152 shares; 2023Q1: 8,632 shares 8,632 $405K 0.08% -520 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 296 shares; 2022Q4: 2,059 shares; 2023Q1: 3,441 shares 3,441 $399K 0.08% +1,382 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; 2021Q2: restricted; 2021Q3: 3,332 shares; 2021Q4: 4,540 shares; 2022Q1: 5,419 shares; 2022Q2: 7,489 shares; 2022Q3: 6,918 shares; 2022Q4: 6,726 shares; 2023Q1: 5,909 shares 5,909 $397K 0.08% -817 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 136 shares; 2022Q4: 1,128 shares; 2023Q1: 2,038 shares 2,038 $391K 0.07% +910 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; 2021Q2: restricted; 2021Q3: 38,819 shares; 2021Q4: 38,829 shares; 2022Q1: 30,870 shares; 2022Q2: 30,882 shares; 2022Q3: 30,894 shares; 2022Q4: 30,906 shares; 2023Q1: 30,919 shares 30,919 $391K 0.07% +13 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 114 shares; 2021Q4: 114 shares; 2022Q1: 114 shares; 2022Q2: 114 shares; 2022Q3: 207 shares; 2022Q4: 1,070 shares; 2023Q1: 1,868 shares 1,868 $389K 0.07% +798 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 208 shares; 2022Q4: 1,497 shares; 2023Q1: 2,508 shares 2,508 $387K 0.07% +1,011 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; 2021Q2: restricted; 2021Q3: 4,562 shares; 2021Q4: 4,556 shares; 2022Q1: 6,039 shares; 2022Q2: 6,402 shares; 2022Q3: 6,299 shares; 2022Q4: 5,171 shares; 2023Q1: 5,080 shares 5,080 $387K 0.07% -91 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,066 shares; 2021Q4: 1,066 shares; 2022Q1: 722 shares; 2022Q2: 894 shares; 2022Q3: 1,345 shares; 2022Q4: 4,863 shares; 2023Q1: 7,887 shares 7,887 $387K 0.07% +3,024 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; 2021Q2: restricted; 2021Q3: 529 shares; 2021Q4: 529 shares; 2022Q1: 529 shares; 2022Q2: 529 shares; 2022Q3: 685 shares; 2022Q4: 2,381 shares; 2023Q1: 3,914 shares 3,914 $385K 0.07% +1,533 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; 2021Q2: restricted; 2021Q3: 9,072 shares; 2021Q4: 8,946 shares; 2022Q1: 8,404 shares; 2022Q2: 8,406 shares; 2022Q3: 8,408 shares; 2022Q4: 8,410 shares; 2023Q1: 8,375 shares 8,375 $383K 0.07% -35 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 125 shares; 2022Q4: 1,028 shares; 2023Q1: 1,850 shares 1,850 $378K 0.07% +822 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 538 shares; 2022Q4: 3,836 shares; 2023Q1: 6,674 shares 6,674 $378K 0.07% +2,838 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; 2021Q2: restricted; 2021Q3: 450 shares; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares; 2022Q3: 867 shares; 2022Q4: 6,076 shares; 2023Q1: 10,977 shares 10,977 $376K 0.07% +4,901 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,278 shares; 2021Q4: 5,112 shares; 2022Q1: 4,594 shares; 2022Q2: 4,719 shares; 2022Q3: 4,698 shares; 2022Q4: 4,559 shares; 2023Q1: 4,613 shares 4,613 $372K 0.07% +54 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; 2021Q2: restricted; 2021Q3: 1,594 shares; 2021Q4: 1,597 shares; 2022Q1: 1,599 shares; 2022Q2: 1,593 shares; 2022Q3: 1,596 shares; 2022Q4: 1,626 shares; 2023Q1: 1,629 shares 1,629 $372K 0.07% +3 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 522 shares; 2022Q3: 498 shares; 2022Q4: 1,649 shares; 2023Q1: 1,689 shares 1,689 $366K 0.07% +40 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 140 shares; 2022Q4: 1,352 shares; 2023Q1: 2,512 shares 2,512 $364K 0.07% +1,160 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; 2021Q2: restricted; 2021Q3: 10,246 shares; 2021Q4: 10,619 shares; 2022Q1: 10,650 shares; 2022Q2: 10,874 shares; 2022Q3: 10,775 shares; 2022Q4: 10,822 shares; 2023Q1: 10,461 shares 10,461 $361K 0.07% -361 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; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 623 shares; 2022Q4: 3,022 shares; 2023Q1: 5,158 shares 5,158 $361K 0.07% +2,136 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 159 shares; 2022Q4: 1,552 shares; 2023Q1: 2,992 shares 2,992 $360K 0.07% +1,440 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; 2021Q2: restricted; 2021Q3: 13,907 shares; 2021Q4: 13,907 shares; 2022Q1: 13,907 shares; 2022Q2: 13,907 shares; 2022Q3: 13,907 shares; 2022Q4: 13,907 shares; 2023Q1: 13,907 shares 13,907 $354K 0.07% 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; 2021Q2: restricted; 2021Q3: 19,004 shares; 2021Q4: 13,037 shares; 2022Q1: 14,775 shares; 2022Q2: 14,885 shares; 2022Q3: 13,684 shares; 2022Q4: 16,459 shares; 2023Q1: 18,306 shares 18,306 $352K 0.07% +1,847 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 2 shares; 2022Q2: 2 shares; 2022Q3: 92 shares; 2022Q4: 1,100 shares; 2023Q1: 2,109 shares 2,109 $346K 0.07% +1,009 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 246 shares; 2022Q4: 2,756 shares; 2023Q1: 5,015 shares 5,015 $344K 0.07% +2,259 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 174 shares; 2022Q4: 2,041 shares; 2023Q1: 3,521 shares 3,521 $342K 0.06% +1,480 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 543 shares; 2021Q4: 1,570 shares; 2022Q1: 2,145 shares; 2022Q2: 2,145 shares; 2022Q3: 2,145 shares; 2022Q4: 2,527 shares; 2023Q1: 2,792 shares 2,792 $341K 0.06% +265 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; 2021Q2: restricted; 2021Q3: 1,827 shares; 2021Q4: 1,827 shares; 2022Q1: 1,770 shares; 2022Q2: 1,783 shares; 2022Q3: 1,812 shares; 2022Q4: 2,089 shares; 2023Q1: 2,084 shares 2,084 $340K 0.06% -5 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 78 shares; 2022Q4: 1,716 shares; 2023Q1: 3,141 shares 3,141 $339K 0.06% +1,425 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 358 shares; 2022Q4: 2,250 shares; 2023Q1: 4,250 shares 4,250 $339K 0.06% +2,000 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,534 shares; 2021Q4: 3,554 shares; 2022Q1: 3,209 shares; 2022Q2: 3,219 shares; 2022Q3: 3,174 shares; 2022Q4: 3,174 shares; 2023Q1: 3,202 shares 3,202 $337K 0.06% +28 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4 shares; 2021Q4: 4 shares; 2022Q1: 4 shares; 2022Q2: 4 shares; 2022Q3: 4 shares; 2022Q4: 71 shares; 2023Q1: 454 shares 454 $335K 0.06% +383 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 153 shares; 2022Q1: 153 shares; 2022Q2: 153 shares; 2022Q3: 153 shares; 2022Q4: 1,035 shares; 2023Q1: 9,269 shares 9,269 $334K 0.06% +8,234 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares; 2022Q3: 868 shares; 2022Q4: 5,911 shares; 2023Q1: 9,235 shares 9,235 $333K 0.06% +3,324 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 131 shares; 2022Q4: 1,145 shares; 2023Q1: 2,060 shares 2,060 $333K 0.06% +915 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; 2021Q2: restricted; 2021Q3: 172 shares; 2021Q4: 210 shares; 2022Q1: 215 shares; 2022Q2: 215 shares; 2022Q3: 270 shares; 2022Q4: 926 shares; 2023Q1: 1,577 shares 1,577 $332K 0.06% +651 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; 2021Q2: restricted; 2021Q3: 37 shares; 2021Q4: 25 shares; 2022Q1: 25 shares; 2022Q2: 25 shares; 2022Q3: 74 shares; 2022Q4: 698 shares; 2023Q1: 1,264 shares 1,264 $330K 0.06% +566 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; 2021Q2: restricted; 2021Q3: 6 shares; 2021Q4: 381 shares; 2022Q1: 586 shares; 2022Q2: 516 shares; 2022Q3: 782 shares; 2022Q4: 4,217 shares; 2023Q1: 7,267 shares 7,267 $329K 0.06% +3,050 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; 2021Q2: restricted; 2021Q3: 1,812 shares; 2021Q4: 1,527 shares; 2022Q1: 2,034 shares; 2022Q2: 2,120 shares; 2022Q3: 2,252 shares; 2022Q4: 2,636 shares; 2023Q1: 1,667 shares 1,667 $327K 0.06% -969 Timeline KIM KIMCO REALTY CORP More: the full row for KIMCO REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 788 shares; 2022Q4: 9,086 shares; 2023Q1: 16,720 shares 16,720 $327K 0.06% +7,634 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 539 shares; 2022Q1: 1,056 shares; 2022Q2: 2,926 shares; 2022Q3: 8,309 shares; 2022Q4: 8,759 shares; 2023Q1: 8,787 shares 8,787 $321K 0.06% +28 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 90 shares; 2022Q4: 889 shares; 2023Q1: 1,572 shares 1,572 $317K 0.06% +683 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,417 shares; 2021Q4: 1,420 shares; 2022Q1: 1,420 shares; 2022Q2: 1,421 shares; 2022Q3: 1,447 shares; 2022Q4: 1,722 shares; 2023Q1: 1,748 shares 1,748 $317K 0.06% +26 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 394 shares; 2022Q4: 2,166 shares; 2023Q1: 4,287 shares 4,287 $311K 0.06% +2,121 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; 2021Q2: restricted; 2021Q3: 810 shares; 2021Q4: 949 shares; 2022Q1: 1,343 shares; 2022Q2: 1,550 shares; 2022Q3: 1,628 shares; 2022Q4: 1,903 shares; 2023Q1: 950 shares 950 $311K 0.06% -953 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; 2021Q2: restricted; 2021Q3: 4,915 shares; 2021Q4: 4,815 shares; 2022Q1: 4,815 shares; 2022Q2: 4,816 shares; 2022Q3: 4,816 shares; 2022Q4: 4,726 shares; 2023Q1: 4,629 shares 4,629 $310K 0.06% -97 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,668 shares; 2021Q4: 1,703 shares; 2022Q1: 1,828 shares; 2022Q2: 1,843 shares; 2022Q3: 1,843 shares; 2022Q4: 1,917 shares; 2023Q1: 2,096 shares 2,096 $309K 0.06% +179 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; 2021Q2: restricted; 2021Q3: 1,214 shares; 2021Q4: 1,462 shares; 2022Q1: 2,046 shares; 2022Q2: 2,189 shares; 2022Q3: 2,229 shares; 2022Q4: 1,693 shares; 2023Q1: 1,716 shares 1,716 $305K 0.06% +23 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; 2021Q2: restricted; 2021Q3: 2,694 shares; 2021Q4: 2,388 shares; 2022Q1: 3,407 shares; 2022Q2: 3,464 shares; 2022Q3: 3,468 shares; 2022Q4: 3,473 shares; 2023Q1: 4,200 shares 4,200 $301K 0.06% +727 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,781 shares; 2022Q4: 6,345 shares; 2023Q1: 5,848 shares 5,848 $294K 0.06% -497 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,769 shares; 2021Q4: 2,749 shares; 2022Q1: 2,842 shares; 2022Q2: 2,971 shares; 2022Q3: 2,972 shares; 2022Q4: 3,053 shares; 2023Q1: 3,026 shares 3,026 $293K 0.06% -27 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 443 shares; 2021Q4: 443 shares; 2022Q1: 443 shares; 2022Q2: 443 shares; 2022Q3: 443 shares; 2022Q4: 615 shares; 2023Q1: 706 shares 706 $291K 0.06% +91 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; 2021Q2: restricted; 2021Q3: 3,660 shares; 2021Q4: 3,663 shares; 2022Q1: 3,668 shares; 2022Q2: 3,694 shares; 2022Q3: 3,698 shares; 2022Q4: 3,703 shares; 2023Q1: 3,680 shares 3,680 $284K 0.05% -23 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; 2021Q2: restricted; 2021Q3: 216 shares; 2021Q4: 217 shares; 2022Q1: 217 shares; 2022Q2: 218 shares; 2022Q3: 833 shares; 2022Q4: 3,278 shares; 2023Q1: 5,387 shares 5,387 $282K 0.05% +2,109 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 912 shares; 2023Q1: 1,078 shares 1,078 $274K 0.05% +166 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,002 shares; 2021Q4: 1,002 shares; 2022Q1: 1,002 shares; 2022Q2: 1,002 shares; 2022Q3: 1,002 shares; 2022Q4: 1,002 shares; 2023Q1: 1,002 shares 1,002 $274K 0.05% 0 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; 2021Q2: restricted; 2021Q3: 1,435 shares; 2021Q4: 1,435 shares; 2022Q1: 1,435 shares; 2022Q2: 1,310 shares; 2022Q3: 1,310 shares; 2022Q4: 1,231 shares; 2023Q1: 1,218 shares 1,218 $271K 0.05% -13 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,070 shares; 2021Q4: 2,070 shares; 2022Q1: 2,071 shares; 2022Q2: 2,071 shares; 2022Q3: 2,071 shares; 2022Q4: 2,071 shares; 2023Q1: 2,071 shares 2,071 $268K 0.05% 0 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; 2021Q2: restricted; 2021Q3: 1,967 shares; 2021Q4: 1,967 shares; 2022Q1: 1,967 shares; 2022Q2: 1,967 shares; 2022Q3: 1,967 shares; 2022Q4: 1,967 shares; 2023Q1: 1,967 shares 1,967 $260K 0.05% 0 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,298 shares; 2021Q4: 1,538 shares; 2022Q1: 2,147 shares; 2022Q2: 2,564 shares; 2022Q3: 2,817 shares; 2022Q4: 2,746 shares; 2023Q1: 2,682 shares 2,682 $259K 0.05% -64 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; 2021Q2: restricted; 2021Q3: 1,659 shares; 2021Q4: 1,659 shares; 2022Q1: 3,343 shares; 2022Q2: 3,649 shares; 2022Q3: 3,649 shares; 2022Q4: 3,649 shares; 2023Q1: 4,627 shares 4,627 $258K 0.05% +978 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; 2021Q2: restricted; 2021Q3: 1,465 shares; 2021Q4: 1,465 shares; 2022Q1: 1,465 shares; 2022Q2: 1,465 shares; 2022Q3: 1,465 shares; 2022Q4: 1,465 shares; 2023Q1: 1,465 shares 1,465 $256K 0.05% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,048 shares; 2021Q4: 1,049 shares; 2022Q1: 1,069 shares; 2022Q2: 1,070 shares; 2022Q3: 1,070 shares; 2022Q4: 1,171 shares; 2023Q1: 1,156 shares 1,156 $256K 0.05% -15 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,417 shares; 2022Q3: 3,417 shares; 2022Q4: 3,417 shares; 2023Q1: 3,000 shares 3,000 $251K 0.05% -417 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; 2021Q2: restricted; 2021Q3: 5,017 shares; 2021Q4: 4,622 shares; 2022Q1: 4,622 shares; 2022Q2: 4,574 shares; 2022Q3: 4,574 shares; 2022Q4: 4,059 shares; 2023Q1: 3,259 shares 3,259 $248K 0.05% -800 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; 2021Q2: restricted; 2021Q3: 3,775 shares; 2021Q4: 3,776 shares; 2022Q1: 3,072 shares; 2022Q2: 3,073 shares; 2022Q3: 2,960 shares; 2022Q4: 2,916 shares; 2023Q1: 2,917 shares 2,917 $246K 0.05% +1 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; 2021Q2: restricted; 2021Q3: 3,348 shares; 2021Q4: 3,253 shares; 2022Q1: 2,646 shares; 2022Q2: 2,652 shares; 2022Q3: 2,656 shares; 2022Q4: 2,662 shares; 2023Q1: 2,665 shares 2,665 $245K 0.05% +3 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; 2021Q2: restricted; 2021Q3: 2,470 shares; 2021Q4: 2,470 shares; 2022Q1: 3,176 shares; 2022Q2: 3,523 shares; 2022Q3: 3,332 shares; 2022Q4: 3,252 shares; 2023Q1: 2,951 shares 2,951 $245K 0.05% -301 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; 2021Q2: restricted; 2021Q3: 8,000 shares; 2021Q4: 8,000 shares; 2022Q1: 8,000 shares; 2022Q2: 8,000 shares; 2022Q3: 8,000 shares; 2022Q4: 8,000 shares; 2023Q1: 8,000 shares 8,000 $240K 0.05% 0 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; 2021Q2: restricted; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 4,000 shares; 2022Q3: 4,000 shares; 2022Q4: 4,000 shares; 2023Q1: 4,000 shares 4,000 $240K 0.05% 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; 2021Q2: restricted; 2021Q3: 6,153 shares; 2021Q4: 8,952 shares; 2022Q1: 39,871 shares; 2022Q2: 19,369 shares; 2022Q3: 17,665 shares; 2022Q4: 6,344 shares; 2023Q1: 6,197 shares 6,197 $235K 0.04% -147 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,195 shares; 2021Q4: 1,195 shares; 2022Q1: 1,195 shares; 2022Q2: 1,195 shares; 2022Q3: 1,195 shares; 2022Q4: 1,195 shares; 2023Q1: 1,195 shares 1,195 $232K 0.04% 0 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; 2021Q2: restricted; 2021Q3: 1,354 shares; 2021Q4: 1,385 shares; 2022Q1: 1,282 shares; 2022Q2: 1,282 shares; 2022Q3: 1,053 shares; 2022Q4: 992 shares; 2023Q1: 911 shares 911 $230K 0.04% -81 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; 2021Q2: restricted; 2021Q3: 31,028 shares; 2021Q4: 31,036 shares; 2022Q1: 17,515 shares; 2022Q2: 17,525 shares; 2022Q3: 17,534 shares; 2022Q4: 17,544 shares; 2023Q1: 17,554 shares 17,554 $229K 0.04% +10 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 7,635 shares; 2022Q2: 7,635 shares; 2022Q3: 7,635 shares; 2022Q4: 7,635 shares; 2023Q1: 7,635 shares 7,635 $229K 0.04% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,360 shares; 2021Q4: 3,365 shares; 2022Q1: 3,370 shares; 2022Q2: 3,374 shares; 2022Q3: 3,379 shares; 2022Q4: 5,196 shares; 2023Q1: 5,960 shares 5,960 $227K 0.04% +764 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; 2021Q2: restricted; 2021Q3: 3,666 shares; 2021Q4: 3,669 shares; 2022Q1: 3,092 shares; 2022Q2: 3,095 shares; 2022Q3: 3,099 shares; 2022Q4: 1,902 shares; 2023Q1: 1,740 shares 1,740 $225K 0.04% -162 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,898 shares; 2021Q4: 2,898 shares; 2022Q1: 2,898 shares; 2022Q2: 2,898 shares; 2022Q3: 2,898 shares; 2022Q4: 2,898 shares; 2023Q1: 2,898 shares 2,898 $224K 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; 2021Q2: restricted; 2021Q3: 6,103 shares; 2021Q4: 7,749 shares; 2022Q1: 7,749 shares; 2022Q2: 7,749 shares; 2022Q3: 7,749 shares; 2022Q4: 7,749 shares; 2023Q1: 7,042 shares 7,042 $221K 0.04% -707 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,072 shares; 2022Q3: 1,024 shares; 2022Q4: 3,798 shares; 2023Q1: 3,984 shares 3,984 $220K 0.04% +186 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 253 shares; 2021Q4: 319 shares; 2022Q1: 368 shares; 2022Q2: 402 shares; 2022Q3: 402 shares; 2022Q4: 1,872 shares; 2023Q1: 1,707 shares 1,707 $212K 0.04% -165 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; 2021Q2: restricted; 2021Q3: 4,540 shares; 2021Q4: 4,540 shares; 2022Q1: 4,540 shares; 2022Q2: 4,540 shares; 2022Q3: 4,540 shares; 2022Q4: 4,540 shares; 2023Q1: 4,540 shares 4,540 $206K 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; 2021Q2: restricted; 2021Q3: 1,856 shares; 2021Q4: 1,505 shares; 2022Q1: 1,507 shares; 2022Q2: 1,508 shares; 2022Q3: 1,509 shares; 2022Q4: 1,511 shares; 2023Q1: 1,512 shares 1,512 $202K 0.04% +1 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; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 964 shares; 2022Q1: 1,039 shares; 2022Q2: 1,039 shares; 2022Q3: 1,039 shares; 2022Q4: 1,039 shares; 2023Q1: 1,039 shares 1,039 $201K 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; 2021Q2: restricted; 2021Q3: 3,030 shares; 2021Q4: 3,030 shares; 2022Q1: 3,030 shares; 2022Q2: 3,030 shares; 2022Q3: 3,030 shares; 2022Q4: 3,292 shares; 2023Q1: 3,292 shares 3,292 $201K 0.04% 0 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; 2021Q2: restricted; 2021Q3: 2,767 shares; 2021Q4: 2,767 shares; 2022Q1: 5,162 shares; 2022Q2: 8,429 shares; 2022Q3: 9,970 shares; 2022Q4: 11,128 shares; 2023Q1: 10,276 shares 10,276 $198K 0.04% -852 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; 2021Q2: restricted; 2021Q3: 1,999 shares; 2021Q4: 1,999 shares; 2022Q1: 1,999 shares; 2022Q2: 1,743 shares; 2022Q3: 1,743 shares; 2022Q4: 1,564 shares; 2023Q1: 1,441 shares 1,441 $194K 0.04% -123 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,108 shares; 2021Q4: 4,699 shares; 2022Q1: 4,544 shares; 2022Q2: 4,369 shares; 2022Q3: 4,369 shares; 2022Q4: 4,369 shares; 2023Q1: 4,369 shares 4,369 $192K 0.04% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,908 shares; 2021Q4: 1,665 shares; 2022Q1: 6,466 shares; 2022Q2: 3,768 shares; 2022Q3: 3,776 shares; 2022Q4: 2,322 shares; 2023Q1: 2,278 shares 2,278 $189K 0.04% -44 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; 2021Q2: restricted; 2021Q3: 819 shares; 2021Q4: 1,044 shares; 2022Q1: 619 shares; 2022Q2: 619 shares; 2022Q3: 619 shares; 2022Q4: 1,151 shares; 2023Q1: 1,411 shares 1,411 $189K 0.04% +260 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 15,672 shares; 2021Q4: 5,552 shares; 2022Q1: 5,798 shares; 2022Q2: 5,833 shares; 2022Q3: 5,876 shares; 2022Q4: 5,897 shares; 2023Q1: 6,783 shares 6,783 $186K 0.04% +886 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; 2021Q2: restricted; 2021Q3: 1,294 shares; 2021Q4: 1,339 shares; 2022Q1: 1,339 shares; 2022Q2: 1,074 shares; 2022Q3: 1,074 shares; 2022Q4: 1,074 shares; 2023Q1: 1,000 shares 1,000 $186K 0.04% -74 Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,624 shares; 2021Q4: 2,624 shares; 2022Q1: 2,624 shares; 2022Q2: 2,624 shares; 2022Q3: 2,624 shares; 2022Q4: 2,624 shares; 2023Q1: 2,624 shares 2,624 $184K 0.03% 0 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,344 shares 1,344 $181K 0.03% new 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; 2021Q2: restricted; 2021Q3: 3,634 shares; 2021Q4: 3,735 shares; 2022Q1: 4,082 shares; 2022Q2: 3,333 shares; 2022Q3: 3,360 shares; 2022Q4: 3,163 shares; 2023Q1: 3,163 shares 3,163 $177K 0.03% 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; 2021Q2: restricted; 2021Q3: 549 shares; 2021Q4: 2,620 shares; 2022Q1: 4,015 shares; 2022Q2: 4,055 shares; 2022Q3: 3,480 shares; 2022Q4: 3,050 shares; 2023Q1: 2,525 shares 2,525 $176K 0.03% -525 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; 2021Q2: restricted; 2021Q3: 11,835 shares; 2021Q4: 11,835 shares; 2022Q1: 12,203 shares; 2022Q2: 12,203 shares; 2022Q3: 12,203 shares; 2022Q4: 9,442 shares; 2023Q1: 9,442 shares 9,442 $173K 0.03% 0 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; 2021Q2: restricted; 2021Q3: 1,849 shares; 2021Q4: 1,854 shares; 2022Q1: 1,894 shares; 2022Q2: 1,922 shares; 2022Q3: 1,679 shares; 2022Q4: 1,706 shares; 2023Q1: 1,547 shares 1,547 $173K 0.03% -159 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; 2021Q2: restricted; 2021Q3: 2,547 shares; 2021Q4: 2,626 shares; 2022Q1: 2,500 shares; 2022Q2: 2,356 shares; 2022Q3: 1,675 shares; 2022Q4: 1,464 shares; 2023Q1: 1,440 shares 1,440 $170K 0.03% -24 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; 2021Q2: restricted; 2021Q3: 1,601 shares; 2021Q4: 1,601 shares; 2022Q1: 1,601 shares; 2022Q2: 1,601 shares; 2022Q3: 1,601 shares; 2022Q4: 1,601 shares; 2023Q1: 9,068 shares 9,068 $168K 0.03% +7,467 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; 2021Q2: restricted; 2021Q3: 2,526 shares; 2021Q4: 2,526 shares; 2022Q1: 2,526 shares; 2022Q2: 2,526 shares; 2022Q3: 2,526 shares; 2022Q4: 2,526 shares; 2023Q1: 2,526 shares 2,526 $165K 0.03% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 736 shares; 2021Q4: 699 shares; 2022Q1: 685 shares; 2022Q2: 394 shares; 2022Q3: 609 shares; 2022Q4: 575 shares; 2023Q1: 575 shares 575 $164K 0.03% 0 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; 2021Q2: restricted; 2021Q3: 1,025 shares; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares; 2022Q2: 1,025 shares; 2022Q3: 1,025 shares; 2022Q4: 1,025 shares; 2023Q1: 1,025 shares 1,025 $155K 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; 2021Q2: restricted; 2021Q3: 2,900 shares; 2021Q4: 2,900 shares; 2022Q1: 2,900 shares; 2022Q2: 2,900 shares; 2022Q3: 2,900 shares; 2022Q4: 2,900 shares; 2023Q1: 2,900 shares 2,900 $154K 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; 2021Q2: restricted; 2021Q3: 2,680 shares; 2021Q4: 2,445 shares; 2022Q1: 2,445 shares; 2022Q2: 2,445 shares; 2022Q3: 2,445 shares; 2022Q4: 2,445 shares; 2023Q1: 2,445 shares 2,445 $153K 0.03% 0 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,797 shares; 2021Q4: 1,797 shares; 2022Q1: 3,389 shares; 2022Q2: 3,545 shares; 2022Q3: 3,545 shares; 2022Q4: 3,545 shares; 2023Q1: 4,448 shares 4,448 $151K 0.03% +903 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; 2021Q2: restricted; 2021Q3: 1,586 shares; 2021Q4: 2,048 shares; 2022Q1: 2,406 shares; 2022Q2: 2,482 shares; 2022Q3: 2,728 shares; 2022Q4: 2,730 shares; 2023Q1: 3,187 shares 3,187 $148K 0.03% +457 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; 2021Q2: restricted; 2021Q3: 4,997 shares; 2021Q4: 5,082 shares; 2022Q1: 5,137 shares; 2022Q2: 5,157 shares; 2022Q3: 5,182 shares; 2022Q4: 5,047 shares; 2023Q1: 4,550 shares 4,550 $148K 0.03% -497 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,068 shares; 2021Q4: 4,073 shares; 2022Q1: 4,078 shares; 2022Q2: 3,932 shares; 2022Q3: 3,476 shares; 2022Q4: 3,478 shares; 2023Q1: 3,480 shares 3,480 $146K 0.03% +2 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; 2021Q2: restricted; 2021Q3: 370 shares; 2021Q4: 939 shares; 2022Q1: 1,169 shares; 2022Q2: 909 shares; 2022Q3: 909 shares; 2022Q4: 765 shares; 2023Q1: 690 shares 690 $145K 0.03% -75 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 956 shares; 2021Q4: 831 shares; 2022Q1: 831 shares; 2022Q2: 853 shares; 2022Q3: 758 shares; 2022Q4: 758 shares; 2023Q1: 937 shares 937 $141K 0.03% +179 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; 2021Q2: restricted; 2021Q3: 4,832 shares; 2021Q4: 3,832 shares; 2022Q1: 3,832 shares; 2022Q2: 3,832 shares; 2022Q3: 3,832 shares; 2022Q4: 3,970 shares; 2023Q1: 3,970 shares 3,970 $139K 0.03% 0 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 510 shares; 2022Q2: 809 shares; 2022Q3: 1,282 shares; 2022Q4: 1,544 shares; 2023Q1: 1,706 shares 1,706 $137K 0.03% +162 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; 2021Q2: restricted; 2021Q3: 1,430 shares; 2021Q4: 1,440 shares; 2022Q1: 1,373 shares; 2022Q2: 1,429 shares; 2022Q3: 1,454 shares; 2022Q4: 1,476 shares; 2023Q1: 1,476 shares 1,476 $137K 0.03% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,669 shares 1,669 $137K 0.03% new Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,530 shares; 2021Q4: 1,551 shares; 2022Q1: 1,552 shares; 2022Q2: 1,341 shares; 2022Q3: 1,343 shares; 2022Q4: 1,344 shares; 2023Q1: 1,160 shares 1,160 $134K 0.03% -184 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,774 shares; 2021Q4: 3,777 shares; 2022Q1: 3,780 shares; 2022Q2: 3,842 shares; 2022Q3: 4,062 shares; 2022Q4: 3,517 shares; 2023Q1: 3,521 shares 3,521 $132K 0.03% +4 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 527 shares; 2021Q4: 527 shares; 2022Q1: 527 shares; 2022Q2: 527 shares; 2022Q3: 527 shares; 2022Q4: 625 shares; 2023Q1: 863 shares 863 $130K 0.02% +238 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; 2021Q2: restricted; 2021Q3: 1,110 shares; 2021Q4: 1,110 shares; 2022Q1: 1,110 shares; 2022Q2: 1,110 shares; 2022Q3: 1,110 shares; 2022Q4: 1,110 shares; 2023Q1: 1,110 shares 1,110 $130K 0.02% 0 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; 2021Q2: restricted; 2021Q3: 3,159 shares; 2021Q4: 2,987 shares; 2022Q1: 2,987 shares; 2022Q2: 2,485 shares; 2022Q3: 2,485 shares; 2022Q4: 1,293 shares; 2023Q1: 1,293 shares 1,293 $128K 0.02% 0 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 187 shares; 2021Q4: 187 shares; 2022Q1: 219 shares; 2022Q2: 226 shares; 2022Q3: 241 shares; 2022Q4: 292 shares; 2023Q1: 275 shares 275 $128K 0.02% -17 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; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 885 shares; 2022Q1: 940 shares; 2022Q2: 1,010 shares; 2022Q3: 1,010 shares; 2022Q4: 1,010 shares; 2023Q1: 920 shares 920 $127K 0.02% -90 Timeline COMP COMPASS INC More: the full row for COMPASS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,417 shares; 2022Q1: 35,868 shares; 2022Q2: 51,006 shares; 2022Q3: 47,780 shares; 2022Q4: 48,874 shares; 2023Q1: 39,108 shares 39,108 $126K 0.02% -9,766 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; 2021Q2: restricted; 2021Q3: 207 shares; 2021Q4: 207 shares; 2022Q1: 207 shares; 2022Q2: 229 shares; 2022Q3: 750 shares; 2022Q4: 662 shares; 2023Q1: 789 shares 789 $125K 0.02% +127 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 506 shares; 2021Q4: 517 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 557 shares; 2022Q4: 557 shares; 2023Q1: 549 shares 549 $124K 0.02% -8 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,007 shares; 2021Q4: 2,007 shares; 2022Q1: 2,007 shares; 2022Q2: 2,007 shares; 2022Q3: 1,917 shares; 2022Q4: 1,957 shares; 2023Q1: 1,957 shares 1,957 $121K 0.02% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,010 shares; 2021Q4: 2,010 shares; 2022Q1: 2,010 shares; 2022Q2: 2,011 shares; 2022Q3: 2,011 shares; 2022Q4: 2,011 shares; 2023Q1: 1,895 shares 1,895 $120K 0.02% -116 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,005 shares; 2021Q4: 1,171 shares; 2022Q1: 1,722 shares; 2022Q2: 1,722 shares; 2022Q3: 1,722 shares; 2022Q4: 1,722 shares; 2023Q1: 1,722 shares 1,722 $120K 0.02% 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; 2021Q2: restricted; 2021Q3: 8,362 shares; 2021Q4: 4,537 shares; 2022Q1: 4,537 shares; 2022Q2: 4,537 shares; 2022Q3: 4,537 shares; 2022Q4: 4,537 shares; 2023Q1: 4,304 shares 4,304 $120K 0.02% -233 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,521 shares; 2021Q4: 1,529 shares; 2022Q1: 1,537 shares; 2022Q2: 1,546 shares; 2022Q3: 1,555 shares; 2022Q4: 1,563 shares; 2023Q1: 1,516 shares 1,516 $119K 0.02% -47 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; 2021Q2: restricted; 2021Q3: 786 shares; 2021Q4: 786 shares; 2022Q1: 786 shares; 2022Q2: 1,380 shares; 2022Q3: 1,481 shares; 2022Q4: 1,426 shares; 2023Q1: 1,426 shares 1,426 $118K 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; 2021Q2: restricted; 2021Q3: 739 shares; 2021Q4: 739 shares; 2022Q1: 739 shares; 2022Q2: 679 shares; 2022Q3: 679 shares; 2022Q4: 679 shares; 2023Q1: 679 shares 679 $116K 0.02% 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,707 shares; 2022Q3: 2,707 shares; 2022Q4: 2,608 shares; 2023Q1: 1,750 shares 1,750 $114K 0.02% -858 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; 2021Q2: restricted; 2021Q3: 1,761 shares; 2021Q4: 1,761 shares; 2022Q1: 1,761 shares; 2022Q2: 1,761 shares; 2022Q3: 1,761 shares; 2022Q4: 1,761 shares; 2023Q1: 1,761 shares 1,761 $113K 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; 2021Q2: restricted; 2021Q3: 824 shares; 2021Q4: 824 shares; 2022Q1: 824 shares; 2022Q2: 824 shares; 2022Q3: 824 shares; 2022Q4: 824 shares; 2023Q1: 824 shares 824 $111K 0.02% 0 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 934 shares; 2021Q4: 934 shares; 2022Q1: 934 shares; 2022Q2: 934 shares; 2022Q3: 934 shares; 2022Q4: 934 shares; 2023Q1: 934 shares 934 $110K 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; 2021Q2: restricted; 2021Q3: 881 shares; 2021Q4: 858 shares; 2022Q1: 707 shares; 2022Q2: 604 shares; 2022Q3: 604 shares; 2022Q4: 604 shares; 2023Q1: 590 shares 590 $110K 0.02% -14 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; 2021Q2: restricted; 2021Q3: 1,186 shares; 2021Q4: 1,188 shares; 2022Q1: 1,214 shares; 2022Q2: 1,372 shares; 2022Q3: 1,373 shares; 2022Q4: 1,375 shares; 2023Q1: 2,089 shares 2,089 $109K 0.02% +714 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,046 shares; 2023Q1: 3,090 shares 3,090 $109K 0.02% +1,044 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; 2021Q2: restricted; 2021Q3: 2,344 shares; 2021Q4: 2,835 shares; 2022Q1: 3,027 shares; 2022Q2: 3,359 shares; 2022Q3: 3,067 shares; 2022Q4: 2,772 shares; 2023Q1: 2,661 shares 2,661 $108K 0.02% -111 Timeline PICK ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,000 shares; 2021Q4: 3,000 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares; 2022Q3: 3,000 shares; 2022Q4: 2,500 shares; 2023Q1: 2,500 shares 2,500 $107K 0.02% 0 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,152 shares; 2021Q4: 1,152 shares; 2022Q1: 1,152 shares; 2022Q2: 1,383 shares; 2022Q3: 1,383 shares; 2022Q4: 1,152 shares; 2023Q1: 1,152 shares 1,152 $104K 0.02% 0 Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,905 shares; 2023Q1: 3,005 shares 3,005 $103K 0.02% +1,100 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; 2021Q2: restricted; 2021Q3: 2,376 shares; 2021Q4: 2,376 shares; 2022Q1: 2,376 shares; 2022Q2: 2,376 shares; 2022Q3: 2,376 shares; 2022Q4: 2,376 shares; 2023Q1: 2,376 shares 2,376 $102K 0.02% 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; 2021Q2: restricted; 2021Q3: 707 shares; 2021Q4: 707 shares; 2022Q1: 1,767 shares; 2022Q2: 1,767 shares; 2022Q3: 1,767 shares; 2022Q4: 707 shares; 2023Q1: 889 shares 889 $102K 0.02% +182 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; 2021Q2: restricted; 2021Q3: 4,855 shares; 2021Q4: 4,856 shares; 2022Q1: 6,356 shares; 2022Q2: 7,012 shares; 2022Q3: 9,407 shares; 2022Q4: 9,517 shares; 2023Q1: 8,058 shares 8,058 $102K 0.02% -1,459 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 79 shares; 2022Q4: 264 shares; 2023Q1: 482 shares 482 $101K 0.02% +218 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; 2021Q2: restricted; 2021Q3: 2,280 shares; 2021Q4: 2,280 shares; 2022Q1: 2,280 shares; 2022Q2: 2,280 shares; 2022Q3: 2,280 shares; 2022Q4: 2,280 shares; 2023Q1: 2,280 shares 2,280 $101K 0.02% 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; 2021Q2: restricted; 2021Q3: 2,213 shares; 2021Q4: 2,219 shares; 2022Q1: 1,725 shares; 2022Q2: 1,497 shares; 2022Q3: 1,502 shares; 2022Q4: 1,456 shares; 2023Q1: 1,034 shares 1,034 $99.8K 0.02% -422 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; 2021Q2: restricted; 2021Q3: 780 shares; 2021Q4: 1,346 shares; 2022Q1: 1,349 shares; 2022Q2: 1,354 shares; 2022Q3: 1,359 shares; 2022Q4: 1,911 shares; 2023Q1: 1,819 shares 1,819 $99.3K 0.02% -92 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; 2021Q2: restricted; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares 1,200 $99.3K 0.02% 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; 2021Q2: restricted; 2021Q3: 441 shares; 2021Q4: 420 shares; 2022Q1: 420 shares; 2022Q2: 444 shares; 2022Q3: 446 shares; 2022Q4: 749 shares; 2023Q1: 713 shares 713 $99.1K 0.02% -36 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; 2021Q2: restricted; 2021Q3: 2,529 shares; 2021Q4: 2,514 shares; 2022Q1: 1,314 shares; 2022Q2: 1,314 shares; 2022Q3: 1,314 shares; 2022Q4: 964 shares; 2023Q1: 964 shares 964 $97.5K 0.02% 0 Timeline LUMINAR TECHNOLOGIES INC LUMINAR TECHNOLOGIES INC More: the full row for LUMINAR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,000 shares; 2023Q1: 15,000 shares 15,000 $97.3K 0.02% 0 TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,013 shares; 2021Q4: 1,013 shares; 2022Q1: 1,013 shares; 2022Q2: 133 shares; 2022Q3: 133 shares; 2022Q4: 133 shares; 2023Q1: 2,848 shares 2,848 $97.1K 0.02% +2,715 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 285 shares; 2021Q4: 570 shares; 2022Q1: 570 shares; 2022Q2: 570 shares; 2022Q3: 637 shares; 2022Q4: 637 shares; 2023Q1: 637 shares 637 $96.7K 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; 2021Q2: restricted; 2021Q3: 1,275 shares; 2021Q4: 1,275 shares; 2022Q1: 2,556 shares; 2022Q2: 2,702 shares; 2022Q3: 2,702 shares; 2022Q4: 2,702 shares; 2023Q1: 2,702 shares 2,702 $95.7K 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; 2021Q2: restricted; 2021Q3: 1,600 shares; 2021Q4: 1,601 shares; 2022Q1: 1,602 shares; 2022Q2: 1,604 shares; 2022Q3: 1,606 shares; 2022Q4: 1,608 shares; 2023Q1: 1,609 shares 1,609 $94.5K 0.02% +1 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; 2021Q2: restricted; 2021Q3: 1,542 shares; 2021Q4: 1,546 shares; 2022Q1: 1,551 shares; 2022Q2: 1,513 shares; 2022Q3: 1,518 shares; 2022Q4: 1,523 shares; 2023Q1: 1,513 shares 1,513 $94.5K 0.02% -10 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; 2021Q2: restricted; 2021Q3: 7,610 shares; 2021Q4: 7,740 shares; 2022Q1: 7,275 shares; 2022Q2: 7,935 shares; 2022Q3: 7,935 shares; 2022Q4: 7,935 shares; 2023Q1: 7,935 shares 7,935 $93K 0.02% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,877 shares; 2021Q4: 1,891 shares; 2022Q1: 1,891 shares; 2022Q2: 3,559 shares; 2022Q3: 1,891 shares; 2022Q4: 1,891 shares; 2023Q1: 1,891 shares 1,891 $92.5K 0.02% 0 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; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 386 shares; 2022Q4: 590 shares; 2023Q1: 590 shares 590 $92.5K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,495 shares; 2021Q4: 3,495 shares; 2022Q1: 3,615 shares; 2022Q2: 3,615 shares; 2022Q3: 3,616 shares; 2022Q4: 3,616 shares; 2023Q1: 3,616 shares 3,616 $92.2K 0.02% 0 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $92K 0.02% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,103 shares; 2021Q4: 1,103 shares; 2022Q1: 1,103 shares; 2022Q2: 1,103 shares; 2022Q3: 1,103 shares; 2022Q4: 1,103 shares; 2023Q1: 987 shares 987 $91.4K 0.02% -116 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 3,575 shares; 2021Q4: 4,119 shares; 2022Q1: 5,444 shares; 2022Q2: 5,404 shares; 2022Q3: 5,409 shares; 2022Q4: 4,246 shares; 2023Q1: 1,322 shares 1,322 $90.8K 0.02% -2,924 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,356 shares; 2022Q2: 1,356 shares; 2022Q3: 1,156 shares; 2022Q4: 1,156 shares; 2023Q1: 1,156 shares 1,156 $90.7K 0.02% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $90.6K 0.02% 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; 2021Q2: restricted; 2021Q3: 556 shares; 2021Q4: 556 shares; 2022Q1: 556 shares; 2022Q2: 556 shares; 2022Q3: 556 shares; 2022Q4: 556 shares; 2023Q1: 556 shares 556 $90.4K 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; 2021Q2: restricted; 2021Q3: 504 shares; 2021Q4: 798 shares; 2022Q1: 813 shares; 2022Q2: 848 shares; 2022Q3: 686 shares; 2022Q4: 711 shares; 2023Q1: 711 shares 711 $88.8K 0.02% 0 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; 2021Q2: restricted; 2021Q3: 270 shares; 2021Q4: 270 shares; 2022Q1: 270 shares; 2022Q2: 279 shares; 2022Q3: 279 shares; 2022Q4: 279 shares; 2023Q1: 279 shares 279 $85.5K 0.02% 0 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 410 shares; 2023Q1: 701 shares 701 $85.3K 0.02% +291 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 4,419 shares; 2021Q4: 4,260 shares; 2022Q1: 3,886 shares; 2022Q2: 3,878 shares; 2022Q3: 3,845 shares; 2022Q4: 3,649 shares; 2023Q1: 3,607 shares 3,607 $84.8K 0.02% -42 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; 2021Q2: restricted; 2021Q3: 6,020 shares; 2021Q4: 5,122 shares; 2022Q1: 4,789 shares; 2022Q2: 4,917 shares; 2022Q3: 4,057 shares; 2022Q4: 7,177 shares; 2023Q1: 2,777 shares 2,777 $84.6K 0.02% -4,400 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; 2021Q2: restricted; 2021Q3: 225 shares; 2021Q4: 240 shares; 2022Q1: 741 shares; 2022Q2: 586 shares; 2022Q3: 567 shares; 2022Q4: 434 shares; 2023Q1: 289 shares 289 $82.9K 0.02% -145 Timeline NSA NATIONAL STORAGE AFFILIATES More: the full row for NATIONAL STORAGE AFFILIATES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,500 shares; 2023Q1: 1,983 shares 1,983 $82.8K 0.02% +483 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; 2021Q2: restricted; 2021Q3: 72 shares; 2021Q4: 72 shares; 2022Q1: 72 shares; 2022Q2: 72 shares; 2022Q3: 72 shares; 2022Q4: 156 shares; 2023Q1: 272 shares 272 $82.7K 0.02% +116 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; 2021Q2: restricted; 2021Q3: 722 shares; 2021Q4: 722 shares; 2022Q1: 772 shares; 2022Q2: 483 shares; 2022Q3: 638 shares; 2022Q4: 638 shares; 2023Q1: 693 shares 693 $82.7K 0.02% +55 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; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $82.6K 0.02% 0 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 53 shares; 2021Q4: 53 shares; 2022Q1: 53 shares; 2022Q2: 51 shares; 2022Q3: 31 shares; 2022Q4: 31 shares; 2023Q1: 31 shares 31 $82.2K 0.02% 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; 2021Q2: restricted; 2021Q3: 875 shares; 2021Q4: 875 shares; 2022Q1: 875 shares; 2022Q2: 875 shares; 2022Q3: 875 shares; 2022Q4: 1,027 shares; 2023Q1: 1,027 shares 1,027 $79.7K 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; 2021Q2: restricted; 2021Q3: 773 shares; 2021Q4: 778 shares; 2022Q1: 1,073 shares; 2022Q2: 1,080 shares; 2022Q3: 1,089 shares; 2022Q4: 1,099 shares; 2023Q1: 1,108 shares 1,108 $79.4K 0.02% +9 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 809 shares; 2023Q1: 1,527 shares 1,527 $78.9K 0.02% +718 Timeline UFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,970 shares 2,970 $78.8K 0.01% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 325 shares; 2021Q4: 325 shares; 2022Q1: 417 shares; 2022Q2: 417 shares; 2022Q3: 417 shares; 2022Q4: 1,543 shares; 2023Q1: 1,123 shares 1,123 $78.3K 0.01% -420 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; 2021Q2: restricted; 2021Q3: 5,398 shares; 2021Q4: 5,431 shares; 2022Q1: 5,466 shares; 2022Q2: 5,513 shares; 2022Q3: 5,556 shares; 2022Q4: 4,956 shares; 2023Q1: 4,992 shares 4,992 $78.1K 0.01% +36 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; 2021Q2: restricted; 2021Q3: 1,478 shares; 2021Q4: 1,478 shares; 2022Q1: 1,478 shares; 2022Q2: 1,478 shares; 2022Q3: 1,727 shares; 2022Q4: 1,728 shares; 2023Q1: 1,730 shares 1,730 $78K 0.01% +2 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; 2021Q2: restricted; 2021Q3: 2,189 shares; 2021Q4: 2,195 shares; 2022Q1: 2,203 shares; 2022Q2: 2,211 shares; 2022Q3: 2,220 shares; 2022Q4: 2,229 shares; 2023Q1: 2,238 shares 2,238 $77.8K 0.01% +9 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,169 shares; 2021Q4: 2,169 shares; 2022Q1: 2,169 shares; 2022Q2: 2,016 shares; 2022Q3: 1,964 shares; 2022Q4: 1,964 shares; 2023Q1: 1,964 shares 1,964 $77.5K 0.01% 0 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $77.4K 0.01% 0 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,875 shares; 2021Q4: 1,992 shares; 2022Q1: 1,992 shares; 2022Q2: 1,992 shares; 2022Q3: 1,992 shares; 2022Q4: 1,992 shares; 2023Q1: 1,992 shares 1,992 $77K 0.01% 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; 2021Q2: restricted; 2021Q3: 481 shares; 2021Q4: 473 shares; 2022Q1: 473 shares; 2022Q2: 473 shares; 2022Q3: 473 shares; 2022Q4: 475 shares; 2023Q1: 475 shares 475 $77K 0.01% 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,395 shares; 2022Q3: 4,395 shares; 2022Q4: 4,265 shares; 2023Q1: 3,975 shares 3,975 $77K 0.01% -290 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $76.5K 0.01% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 63 shares; 2021Q4: 56 shares; 2022Q1: 56 shares; 2022Q2: 56 shares; 2022Q3: 57 shares; 2022Q4: 165 shares; 2023Q1: 229 shares 229 $76.2K 0.01% +64 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $76K 0.01% 0 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; 2021Q2: restricted; 2021Q3: 974 shares; 2021Q4: 974 shares; 2022Q1: 974 shares; 2022Q2: 974 shares; 2022Q3: 974 shares; 2022Q4: 974 shares; 2023Q1: 974 shares 974 $75.4K 0.01% 0 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,803 shares; 2023Q1: 8,525 shares 8,525 $74.7K 0.01% +4,722 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 276 shares; 2022Q2: 1,683 shares; 2022Q3: 1,683 shares; 2022Q4: 1,683 shares; 2023Q1: 2,457 shares 2,457 $74.6K 0.01% +774 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 827 shares; 2022Q1: 827 shares; 2022Q2: 827 shares; 2022Q3: 864 shares; 2022Q4: 1,970 shares; 2023Q1: 1,970 shares 1,970 $74.4K 0.01% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $74.2K 0.01% 0 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 220 shares; 2021Q4: 220 shares; 2022Q1: 220 shares; 2022Q2: 210 shares; 2022Q3: not reported; 2022Q4: 221 shares; 2023Q1: 476 shares 476 $73.8K 0.01% +255 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 203 shares; 2021Q4: 203 shares; 2022Q1: 19 shares; 2022Q2: 19 shares; 2022Q3: 19 shares; 2022Q4: 368 shares; 2023Q1: 626 shares 626 $73.4K 0.01% +258 Timeline PCH POTLATCHDELTIC CORP More: the full row for POTLATCHDELTIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 684 shares; 2023Q1: 1,474 shares 1,474 $73K 0.01% +790 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 370 shares; 2023Q1: 770 shares 770 $72.3K 0.01% +400 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; 2021Q2: restricted; 2021Q3: 750 shares; 2021Q4: 940 shares; 2022Q1: 1,020 shares; 2022Q2: 1,020 shares; 2022Q3: 1,020 shares; 2022Q4: 995 shares; 2023Q1: 945 shares 945 $71.7K 0.01% -50 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 340 shares; 2022Q3: 340 shares; 2022Q4: 340 shares; 2023Q1: 340 shares 340 $71.7K 0.01% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $71.5K 0.01% 0 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,964 shares; 2023Q1: 4,316 shares 4,316 $71.1K 0.01% +2,352 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 900 shares; 2021Q4: 1,070 shares; 2022Q1: 1,070 shares; 2022Q2: 1,070 shares; 2022Q3: 999 shares; 2022Q4: 999 shares; 2023Q1: 999 shares 999 $69.9K 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; 2021Q2: restricted; 2021Q3: 293 shares; 2021Q4: 293 shares; 2022Q1: 456 shares; 2022Q2: 456 shares; 2022Q3: 456 shares; 2022Q4: 456 shares; 2023Q1: 466 shares 466 $68.7K 0.01% +10 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 645 shares; 2021Q4: 648 shares; 2022Q1: 651 shares; 2022Q2: 653 shares; 2022Q3: 658 shares; 2022Q4: 661 shares; 2023Q1: 664 shares 664 $68.3K 0.01% +3 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 848 shares; 2022Q3: 848 shares; 2022Q4: 1,531 shares; 2023Q1: 1,431 shares 1,431 $67.3K 0.01% -100 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; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 855 shares; 2022Q1: 630 shares; 2022Q2: 630 shares; 2022Q3: 630 shares; 2022Q4: 530 shares; 2023Q1: 405 shares 405 $65.9K 0.01% -125 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; 2021Q2: restricted; 2021Q3: 1,007 shares; 2021Q4: 1,007 shares; 2022Q1: 1,007 shares; 2022Q2: 853 shares; 2022Q3: 853 shares; 2022Q4: 853 shares; 2023Q1: 853 shares 853 $65.2K 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; 2021Q2: restricted; 2021Q3: 221 shares; 2021Q4: 222 shares; 2022Q1: 224 shares; 2022Q2: 227 shares; 2022Q3: 212 shares; 2022Q4: 312 shares; 2023Q1: 312 shares 312 $64.4K 0.01% 0 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 50 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,500 shares; 2023Q1: 7,500 shares 7,500 $63.4K 0.01% 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; 2021Q2: restricted; 2021Q3: 1,265 shares; 2021Q4: 1,295 shares; 2022Q1: 1,315 shares; 2022Q2: 1,380 shares; 2022Q3: 1,380 shares; 2022Q4: 640 shares; 2023Q1: 640 shares 640 $62.2K 0.01% 0 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; 2021Q2: restricted; 2021Q3: 415 shares; 2021Q4: 415 shares; 2022Q1: 415 shares; 2022Q2: 415 shares; 2022Q3: 415 shares; 2022Q4: 415 shares; 2023Q1: 415 shares 415 $61.4K 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; 2021Q2: restricted; 2021Q3: 595 shares; 2021Q4: 595 shares; 2022Q1: 595 shares; 2022Q2: 631 shares; 2022Q3: 748 shares; 2022Q4: 1,210 shares; 2023Q1: 1,212 shares 1,212 $61K 0.01% +2 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 235 shares; 2023Q1: 525 shares 525 $60.2K 0.01% +290 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 412 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 437 shares; 2022Q3: 442 shares; 2022Q4: 455 shares; 2023Q1: 426 shares 426 $58.3K 0.01% -29 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 552 shares; 2021Q4: 552 shares; 2022Q1: 552 shares; 2022Q2: 552 shares; 2022Q3: 552 shares; 2022Q4: 552 shares; 2023Q1: 552 shares 552 $57.8K 0.01% 0 Timeline MGNI MAGNITE INC More: the full row for MAGNITE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 614 shares; 2021Q4: 604 shares; 2022Q1: 604 shares; 2022Q2: 604 shares; 2022Q3: 604 shares; 2022Q4: 2,971 shares; 2023Q1: 6,200 shares 6,200 $57.4K 0.01% +3,229 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,299 shares; 2021Q4: 1,263 shares; 2022Q1: 836 shares; 2022Q2: 762 shares; 2022Q3: 765 shares; 2022Q4: 767 shares; 2023Q1: 769 shares 769 $56.7K 0.01% +2 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 2,405 shares; 2021Q4: 2,347 shares; 2022Q1: 2,350 shares; 2022Q2: 2,354 shares; 2022Q3: 2,358 shares; 2022Q4: 1,861 shares; 2023Q1: 1,866 shares 1,866 $55.9K 0.01% +5 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 235 shares; 2022Q3: 235 shares; 2022Q4: 235 shares; 2023Q1: 235 shares 235 $54.2K 0.01% 0 Timeline INTRA-CELLULAR THERAPIES INC INTRA-CELLULAR THERAPIES INC More: the full row for INTRA-CELLULAR THERAPIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $54.1K 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 903 shares; 2022Q2: 1,717 shares; 2022Q3: 1,717 shares; 2022Q4: 1,717 shares; 2023Q1: 1,717 shares 1,717 $54.1K 0.01% 0 Timeline PDN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 586 shares; 2021Q4: 4,474 shares; 2022Q1: 7,105 shares; 2022Q2: 7,160 shares; 2022Q3: 4,418 shares; 2022Q4: 1,680 shares; 2023Q1: 1,680 shares 1,680 $52.1K 0.01% 0 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 676 shares; 2021Q4: 678 shares; 2022Q1: 681 shares; 2022Q2: 683 shares; 2022Q3: 686 shares; 2022Q4: 689 shares; 2023Q1: 693 shares 693 $50.4K 0.01% +4 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares; 2022Q2: 410 shares; 2022Q3: 410 shares; 2022Q4: 410 shares; 2023Q1: 410 shares 410 $50.4K 0.01% 0 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,957 shares; 2022Q2: 1,957 shares; 2022Q3: 1,957 shares; 2022Q4: 1,957 shares; 2023Q1: 1,957 shares 1,957 $49.8K 0.01% 0 RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 15 shares; 2021Q4: 15 shares; 2022Q1: 15 shares; 2022Q2: 1,407 shares; 2022Q3: 1,407 shares; 2022Q4: 1,407 shares; 2023Q1: 1,095 shares 1,095 $49.3K 0.01% -312 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; 2021Q2: restricted; 2021Q3: 1,049 shares; 2021Q4: 1,049 shares; 2022Q1: 1,049 shares; 2022Q2: 1,049 shares; 2022Q3: 1,049 shares; 2022Q4: 1,049 shares; 2023Q1: 1,049 shares 1,049 $49K 0.01% 0 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 522 shares; 2021Q4: 522 shares; 2022Q1: 522 shares; 2022Q2: 504 shares; 2022Q3: 461 shares; 2022Q4: 461 shares; 2023Q1: 461 shares 461 $49K 0.01% 0 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 742 shares; 2021Q4: 742 shares; 2022Q1: 742 shares; 2022Q2: 742 shares; 2022Q3: 742 shares; 2022Q4: 742 shares; 2023Q1: 510 shares 510 $48.9K 0.01% -232 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; 2021Q2: restricted; 2021Q3: 971 shares; 2021Q4: 971 shares; 2022Q1: 971 shares; 2022Q2: 971 shares; 2022Q3: 971 shares; 2022Q4: 971 shares; 2023Q1: 971 shares 971 $48.4K 0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 282 shares; 2021Q4: 282 shares; 2022Q1: 282 shares; 2022Q2: 282 shares; 2022Q3: 282 shares; 2022Q4: 2 shares; 2023Q1: 653 shares 653 $48.2K 0.01% +651 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 497 shares; 2021Q4: 433 shares; 2022Q1: 433 shares; 2022Q2: 433 shares; 2022Q3: 433 shares; 2022Q4: 433 shares; 2023Q1: 430 shares 430 $47.9K 0.01% -3 Timeline OCSL OAKTREE SPECIALTY LENDING More: the full row for OAKTREE SPECIALTY LENDING Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,549 shares 2,549 $47.8K 0.01% new 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; 2021Q2: restricted; 2021Q3: 910 shares; 2021Q4: 910 shares; 2022Q1: 910 shares; 2022Q2: 910 shares; 2022Q3: 910 shares; 2022Q4: 910 shares; 2023Q1: 910 shares 910 $47.8K 0.01% 0 Timeline 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 111 shares; 2022Q4: 504 shares; 2023Q1: 181 shares 181 $47.6K 0.01% -323 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; 2021Q2: restricted; 2021Q3: 1,355 shares; 2021Q4: 1,355 shares; 2022Q1: 1,355 shares; 2022Q2: 1,355 shares; 2022Q3: 1,355 shares; 2022Q4: 1,355 shares; 2023Q1: 1,355 shares 1,355 $47.3K 0.01% 0 Timeline EMNT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 664 shares; 2022Q2: 664 shares; 2022Q3: 481 shares; 2022Q4: 481 shares; 2023Q1: 481 shares 481 $47K 0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 596 shares; 2021Q4: 596 shares; 2022Q1: 596 shares; 2022Q2: 596 shares; 2022Q3: 596 shares; 2022Q4: 596 shares; 2023Q1: 596 shares 596 $46.5K 0.01% 0 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 629 shares; 2023Q1: 629 shares 629 $46.3K 0.01% 0 Timeline IONS IONIS PHARMACEUTICALS INC More: the full row for IONIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,281 shares; 2021Q4: 1,281 shares; 2022Q1: 1,281 shares; 2022Q2: 1,281 shares; 2022Q3: 1,281 shares; 2022Q4: 1,281 shares; 2023Q1: 1,281 shares 1,281 $45.8K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 738 shares; 2021Q4: 738 shares; 2022Q1: 738 shares; 2022Q2: 738 shares; 2022Q3: 738 shares; 2022Q4: 738 shares; 2023Q1: 738 shares 738 $45.3K 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; 2021Q2: restricted; 2021Q3: 422 shares; 2021Q4: 412 shares; 2022Q1: 412 shares; 2022Q2: 182 shares; 2022Q3: 182 shares; 2022Q4: 182 shares; 2023Q1: 182 shares 182 $45.1K 0.01% 0 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 337 shares; 2021Q4: 337 shares; 2022Q1: 337 shares; 2022Q2: 337 shares; 2022Q3: 337 shares; 2022Q4: 337 shares; 2023Q1: 337 shares 337 $43.6K 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; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: 1,000 shares; 2023Q1: 1,000 shares 1,000 $43.4K 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; 2021Q2: restricted; 2021Q3: 1,339 shares; 2021Q4: 1,167 shares; 2022Q1: 1,167 shares; 2022Q2: 1,167 shares; 2022Q3: 1,670 shares; 2022Q4: 1,670 shares; 2023Q1: 1,670 shares 1,670 $43.2K 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; 2021Q2: restricted; 2021Q3: 2,867 shares; 2021Q4: 2,917 shares; 2022Q1: 2,938 shares; 2022Q2: 2,917 shares; 2022Q3: 1,090 shares; 2022Q4: 1,090 shares; 2023Q1: 644 shares 644 $43.1K 0.01% -446 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; 2021Q2: restricted; 2021Q3: 228 shares; 2021Q4: 228 shares; 2022Q1: 228 shares; 2022Q2: 228 shares; 2022Q3: 228 shares; 2022Q4: 203 shares; 2023Q1: 203 shares 203 $42.4K 0.01% 0 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 6,884 shares; 2021Q4: 884 shares; 2022Q1: 884 shares; 2022Q2: 994 shares; 2022Q3: 994 shares; 2022Q4: 994 shares; 2023Q1: 1,910 shares 1,910 $42.2K 0.01% +916 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,400 shares 1,400 $41.9K 0.01% new 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; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 356 shares; 2022Q1: 356 shares; 2022Q2: 256 shares; 2022Q3: 256 shares; 2022Q4: 213 shares; 2023Q1: 204 shares 204 $41.7K 0.01% -9 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 237 shares; 2023Q1: 237 shares 237 $40.6K 0.01% 0 Timeline 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; 2021Q2: restricted; 2021Q3: 4,975 shares; 2021Q4: 975 shares; 2022Q1: 975 shares; 2022Q2: 975 shares; 2022Q3: 975 shares; 2022Q4: 975 shares; 2023Q1: 975 shares 975 $40.1K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 5,329 shares; 2021Q4: 5,285 shares; 2022Q1: 4,442 shares; 2022Q2: 5,001 shares; 2022Q3: 5,138 shares; 2022Q4: 4,659 shares; 2023Q1: 4,169 shares 4,169 $40.1K 0.01% -490 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 968 shares; 2021Q4: 968 shares; 2022Q1: 968 shares; 2022Q2: 968 shares; 2022Q3: 968 shares; 2022Q4: 968 shares; 2023Q1: 968 shares 968 $39.7K 0.01% 0 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 574 shares 574 $39.4K 0.01% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 424 shares; 2021Q4: 425 shares; 2022Q1: 426 shares; 2022Q2: 428 shares; 2022Q3: 430 shares; 2022Q4: 1,032 shares; 2023Q1: 434 shares 434 $39.2K 0.01% -598 Timeline BITO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,160 shares; 2022Q1: 5,698 shares; 2022Q2: 9,007 shares; 2022Q3: 9,833 shares; 2022Q4: 4,650 shares; 2023Q1: 2,221 shares 2,221 $38.9K 0.01% -2,429 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $38.6K 0.01% 0 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 952 shares; 2021Q4: 953 shares; 2022Q1: 955 shares; 2022Q2: 956 shares; 2022Q3: 958 shares; 2022Q4: 959 shares; 2023Q1: 961 shares 961 $38.5K 0.01% +2 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 520 shares; 2021Q4: 520 shares; 2022Q1: 520 shares; 2022Q2: 520 shares; 2022Q3: 520 shares; 2022Q4: 520 shares; 2023Q1: 520 shares 520 $38.4K 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; 2021Q2: restricted; 2021Q3: 430 shares; 2021Q4: 430 shares; 2022Q1: 430 shares; 2022Q2: 430 shares; 2022Q3: 430 shares; 2022Q4: 430 shares; 2023Q1: 430 shares 430 $38.2K 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; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: 300 shares; 2023Q1: 300 shares 300 $38K 0.01% 0 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 135 shares; 2021Q4: 135 shares; 2022Q1: 135 shares; 2022Q2: 147 shares; 2022Q3: 147 shares; 2022Q4: 147 shares; 2023Q1: 147 shares 147 $37K 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; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 115 shares; 2022Q1: 115 shares; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: 115 shares; 2023Q1: 115 shares 115 $36.6K 0.01% 0 Timeline ROBT FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 852 shares; 2021Q4: 852 shares; 2022Q1: 852 shares; 2022Q2: 852 shares; 2022Q3: 852 shares; 2022Q4: 852 shares; 2023Q1: 852 shares 852 $36.3K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 50 shares; 2022Q2: 50 shares; 2022Q3: 70 shares; 2022Q4: 80 shares; 2023Q1: 705 shares 705 $35.7K 0.01% +625 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,583 shares; 2022Q2: 1,583 shares; 2022Q3: 1,583 shares; 2022Q4: 1,583 shares; 2023Q1: 1,583 shares 1,583 $35.1K 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; 2021Q2: restricted; 2021Q3: 1,408 shares; 2021Q4: 1,410 shares; 2022Q1: 2,430 shares; 2022Q2: 2,431 shares; 2022Q3: 2,433 shares; 2022Q4: 1,533 shares; 2023Q1: 1,848 shares 1,848 $34.3K 0.01% +315 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; 2021Q2: restricted; 2021Q3: 401 shares; 2021Q4: 4,139 shares; 2022Q1: 4,139 shares; 2022Q2: 4,139 shares; 2022Q3: 3,983 shares; 2022Q4: 3,857 shares; 2023Q1: 3,857 shares 3,857 $34.1K 0.01% 0 Timeline FSCO FS CREDIT OPPORTUNITIES CORP More: the full row for FS CREDIT OPPORTUNITIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7,682 shares 7,682 $34.1K 0.01% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 338 shares; 2021Q4: 353 shares; 2022Q1: 353 shares; 2022Q2: 345 shares; 2022Q3: 345 shares; 2022Q4: 222 shares; 2023Q1: 222 shares 222 $34.1K 0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 12 shares; 2022Q2: 20 shares; 2022Q3: 20 shares; 2022Q4: 75 shares; 2023Q1: 75 shares 75 $33.4K 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; 2021Q2: restricted; 2021Q3: 1,717 shares; 2021Q4: 1,717 shares; 2022Q1: 1,717 shares; 2022Q2: 1,717 shares; 2022Q3: 1,717 shares; 2022Q4: 1,717 shares; 2023Q1: 1,675 shares 1,675 $33.1K 0.01% -42 Timeline RING ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,301 shares 1,301 $32.7K 0.01% new Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,950 shares 1,950 $32.5K 0.01% +450 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; 2021Q2: restricted; 2021Q3: 400 shares; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: 400 shares; 2023Q1: 400 shares 400 $32.3K 0.01% 0 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares; 2022Q4: 700 shares; 2023Q1: 700 shares 700 $32K 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; 2021Q2: restricted; 2021Q3: 683 shares; 2021Q4: 683 shares; 2022Q1: 683 shares; 2022Q2: 683 shares; 2022Q3: 683 shares; 2022Q4: 683 shares; 2023Q1: 683 shares 683 $31.8K 0.01% 0 Timeline RWK INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 350 shares; 2021Q4: 350 shares; 2022Q1: 350 shares; 2022Q2: 350 shares; 2022Q3: 350 shares; 2022Q4: 350 shares; 2023Q1: 350 shares 350 $31.7K 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; 2021Q2: restricted; 2021Q3: 646 shares; 2021Q4: 648 shares; 2022Q1: 648 shares; 2022Q2: 653 shares; 2022Q3: 656 shares; 2022Q4: 658 shares; 2023Q1: 658 shares 658 $31.7K 0.01% 0 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; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 1,500 shares; 2022Q3: 1,500 shares; 2022Q4: 1,500 shares; 2023Q1: 1,500 shares 1,500 $31.7K 0.01% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 201 shares; 2021Q4: 201 shares; 2022Q1: 201 shares; 2022Q2: 201 shares; 2022Q3: 201 shares; 2022Q4: 201 shares; 2023Q1: 922 shares 922 $31.3K 0.01% +721 Timeline GNR SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 546 shares 546 $31.2K 0.01% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 964 shares; 2021Q4: 965 shares; 2022Q1: 967 shares; 2022Q2: 969 shares; 2022Q3: 972 shares; 2022Q4: 974 shares; 2023Q1: 977 shares 977 $30.9K 0.01% +3 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 1,614 shares; 2021Q4: 1,087 shares; 2022Q1: 1,087 shares; 2022Q2: 1,087 shares; 2022Q3: 1,172 shares; 2022Q4: 1,172 shares; 2023Q1: 1,172 shares 1,172 $30.9K 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; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 500 shares; 2022Q3: 500 shares; 2022Q4: 500 shares; 2023Q1: 500 shares 500 $30.8K 0.01% 0 Timeline CNXC CONCENTRIX CORP More: the full row for CONCENTRIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: 252 shares; 2021Q4: 252 shares; 2022Q1: 252 shares; 2022Q2: 252 shares; 2022Q3: 252 shares; 2022Q4: 252 shares; 2023Q1: 252 shares 252 $30.6K 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; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,400 shares; 2022Q2: 10,400 shares; 2022Q3: 3,000 shares; 2022Q4: 3,000 shares; 2023Q1: 3,000 shares 3,000 $30.3K 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; 2021Q2: restricted; 2021Q3: 445 shares; 2021Q4: 445 shares; 2022Q1: 445 shares; 2022Q2: 445 shares; 2022Q3: 445 shares; 2022Q4: 445 shares; 2023Q1: 445 shares 445 $30.1K 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; 2021Q2: restricted; 2021Q3: 250 shares; 2021Q4: 250 shares; 2022Q1: 250 shares; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: 250 shares; 2023Q1: 250 shares 250 $29.9K 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; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 205 shares; 2022Q2: 205 shares; 2022Q3: 205 shares; 2022Q4: 205 shares; 2023Q1: 205 shares 205 $29.9K 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; 2021Q2: restricted; 2021Q3: 319 shares; 2021Q4: 319 shares; 2022Q1: 321 shares; 2022Q2: 321 shares; 2022Q3: 321 shares; 2022Q4: 321 shares; 2023Q1: 322 shares 322 $29.6K 0.01% +1 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 150 shares; 2023Q1: 150 shares 150 $29.6K 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; 2021Q2: restricted; 2021Q3: 363 shares; 2021Q4: 363 shares; 2022Q1: 363 shares; 2022Q2: 363 shares; 2022Q3: 363 shares; 2022Q4: 388 shares; 2023Q1: 388 shares 388 $29.5K 0.01% 0 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 756 shares; 2022Q4: 756 shares; 2023Q1: 756 shares 756 $28.8K 0.01% 0 Timeline