IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 472,102 shares; 2020Q3: 477,143 shares; 2020Q4: 474,450 shares; 2021Q1: 463,808 shares 463,808 $121M 16.55% -10,642 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 279,762 shares; 2020Q3: 273,762 shares; 2020Q4: 259,945 shares; 2021Q1: 231,969 shares 231,969 $91.9M 12.61% -27,976 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 888,192 shares; 2020Q3: 898,478 shares; 2020Q4: 904,458 shares; 2021Q1: 906,307 shares 906,307 $89.4M 12.26% +1,849 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 859,097 shares; 2020Q3: 848,833 shares; 2020Q4: 833,310 shares; 2021Q1: 787,538 shares 787,538 $56.7M 7.78% -45,772 Timeline WTPI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,641,305 shares; 2020Q3: 1,665,243 shares; 2020Q4: 1,642,259 shares; 2021Q1: 1,613,107 shares 1,613,107 $48.7M 6.68% -29,152 Timeline DTH WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 957,012 shares; 2020Q3: 966,726 shares; 2020Q4: 955,430 shares; 2021Q1: 955,797 shares 955,797 $37.6M 5.15% +367 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 405,162 shares; 2020Q3: 416,406 shares; 2020Q4: 403,454 shares; 2021Q1: 405,886 shares 405,886 $35M 4.8% +2,432 Timeline JPIN 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 492,198 shares; 2020Q3: 502,846 shares; 2020Q4: 506,773 shares; 2021Q1: 507,792 shares 507,792 $31M 4.25% +1,019 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 519,463 shares; 2020Q3: 553,937 shares; 2020Q4: 596,996 shares; 2021Q1: 657,818 shares 657,818 $30.7M 4.2% +60,822 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 360,979 shares; 2020Q3: 328,165 shares; 2020Q4: 314,910 shares; 2021Q1: 314,547 shares 314,547 $30.6M 4.2% -363 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 279,917 shares; 2020Q3: 312,504 shares; 2020Q4: 330,494 shares; 2021Q1: 352,231 shares 352,231 $26.7M 3.66% +21,737 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 176,884 shares; 2020Q3: 162,144 shares; 2020Q4: 159,113 shares; 2021Q1: 164,356 shares 164,356 $15.8M 2.16% +5,243 Timeline IQDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 511,514 shares; 2020Q3: 570,034 shares; 2020Q4: 585,454 shares; 2021Q1: 607,723 shares 607,723 $15.6M 2.14% +22,269 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 291,774 shares; 2020Q3: 252,826 shares; 2020Q4: 234,328 shares; 2021Q1: 232,477 shares 232,477 $10.6M 1.46% -1,851 Timeline GSLC 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 755,713 shares; 2020Q3: 84,810 shares; 2020Q4: 82,047 shares; 2021Q1: 77,643 shares 77,643 $6.14M 0.84% -4,404 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 14,213 shares; 2020Q3: 54,538 shares; 2020Q4: 51,075 shares; 2021Q1: 47,657 shares 47,657 $5.82M 0.8% -3,418 Timeline QDF FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 79,400 shares; 2020Q3: 88,141 shares; 2020Q4: 90,268 shares; 2021Q1: 90,592 shares 90,592 $4.83M 0.66% +324 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,661 shares; 2020Q3: 1,636 shares; 2020Q4: 1,529 shares; 2021Q1: 1,409 shares 1,409 $4.36M 0.6% -120 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 78,527 shares; 2020Q3: 87,686 shares; 2020Q4: 85,687 shares; 2021Q1: 81,707 shares 81,707 $4.05M 0.56% -3,980 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 74,032 shares; 2020Q3: 76,753 shares; 2020Q4: 74,181 shares; 2021Q1: 74,865 shares 74,865 $3.86M 0.53% +684 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 14,634 shares; 2020Q3: 13,332 shares; 2020Q4: 12,817 shares; 2021Q1: 10,405 shares 10,405 $2.45M 0.34% -2,412 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 56,423 shares; 2020Q3: 56,468 shares; 2020Q4: 56,900 shares; 2021Q1: 55,810 shares 55,810 $2.03M 0.28% -1,090 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 944 shares; 2020Q3: 955 shares; 2020Q4: 928 shares; 2021Q1: 864 shares 864 $1.78M 0.24% -64 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 23,035 shares; 2020Q3: 22,811 shares; 2020Q4: 23,261 shares; 2021Q1: 23,185 shares 23,185 $1.67M 0.23% -76 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 27,366 shares; 2020Q3: 27,980 shares; 2020Q4: 30,697 shares; 2021Q1: 29,453 shares 29,453 $1.53M 0.21% -1,244 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 15,541 shares; 2020Q3: 20,589 shares; 2020Q4: 16,535 shares; 2021Q1: 16,675 shares 16,675 $1.53M 0.21% +140 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 207 shares; 2020Q3: 1,375 shares; 2020Q4: 1,242 shares; 2021Q1: 2,174 shares 2,174 $1.45M 0.2% +932 Timeline INVESCO EXCH TRD SLF IDX FD INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 69,840 shares; 2020Q3: 70,210 shares; 2020Q4: 67,818 shares; 2021Q1: 68,236 shares 68,236 $1.44M 0.2% +418 CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 2,301 shares 2,301 $1.42M 0.19% +2,296 Timeline ALPS ETF TR ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 39,407 shares; 2020Q3: 39,637 shares; 2020Q4: 42,698 shares; 2021Q1: 43,657 shares 43,657 $1.33M 0.18% +959 MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,916 shares; 2020Q3: 2,766 shares; 2020Q4: 2,769 shares; 2021Q1: 2,607 shares 2,607 $1.24M 0.17% -162 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 15,767 shares; 2020Q3: 15,687 shares; 2020Q4: 10,155 shares; 2021Q1: 8,129 shares 8,129 $1.23M 0.17% -2,026 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 584 shares; 2020Q3: 571 shares; 2020Q4: 500 shares; 2021Q1: 505 shares 505 $1.04M 0.14% +5 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 17,739 shares; 2020Q3: 18,367 shares; 2020Q4: 18,501 shares; 2021Q1: 19,703 shares 19,703 $968K 0.13% +1,202 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 5,533 shares; 2020Q3: 5,109 shares; 2020Q4: 5,180 shares; 2021Q1: 3,934 shares 3,934 $833K 0.11% -1,246 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,216 shares 12,216 $827K 0.11% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 4,697 shares; 2020Q3: 6,205 shares; 2020Q4: 6,549 shares; 2021Q1: 2,679 shares 2,679 $789K 0.11% -3,870 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,807 shares; 2020Q3: 2,807 shares; 2020Q4: 2,807 shares; 2021Q1: 2,727 shares 2,727 $701K 0.1% -80 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,620 shares; 2020Q3: 1,517 shares; 2020Q4: 3,099 shares; 2021Q1: 1,716 shares 1,716 $683K 0.09% -1,383 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,149 shares; 2020Q3: 2,677 shares; 2020Q4: 8,976 shares; 2021Q1: 8,784 shares 8,784 $664K 0.09% -192 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,223 shares; 2020Q3: 4,059 shares; 2020Q4: 6,870 shares; 2021Q1: 5,770 shares 5,770 $658K 0.09% -1,100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 8,092 shares; 2020Q3: 8,092 shares; 2020Q4: 7,487 shares; 2021Q1: 7,487 shares 7,487 $631K 0.09% 0 Timeline SLM SLM CORP More: the full row for SLM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 35,000 shares 35,000 $629K 0.09% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,421 shares; 2020Q3: 2,421 shares; 2020Q4: 2,562 shares; 2021Q1: 2,351 shares 2,351 $601K 0.08% -211 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,429 shares; 2020Q3: 2,423 shares; 2020Q4: 2,429 shares; 2021Q1: 2,450 shares 2,450 $595K 0.08% +21 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,407 shares; 2020Q3: 3,320 shares; 2020Q4: 3,429 shares; 2021Q1: 2,692 shares 2,692 $533K 0.07% -737 Timeline NAVI NAVIENT CORPORATION More: the full row for NAVIENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 37,078 shares 37,078 $531K 0.07% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 8,650 shares; 2020Q3: 8,480 shares; 2020Q4: 8,572 shares; 2021Q1: 9,032 shares 9,032 $504K 0.07% +460 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 12,796 shares; 2020Q3: 12,891 shares; 2020Q4: 12,796 shares; 2021Q1: 12,796 shares 12,796 $491K 0.07% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 13,111 shares; 2020Q3: 15,444 shares; 2020Q4: 15,452 shares; 2021Q1: 13,281 shares 13,281 $481K 0.07% -2,171 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,292 shares; 2020Q3: 1,648 shares; 2020Q4: 2,049 shares; 2021Q1: 2,163 shares 2,163 $478K 0.07% +114 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,516 shares; 2020Q3: 2,572 shares; 2020Q4: 2,620 shares; 2021Q1: 1,346 shares 1,346 $474K 0.06% -1,274 Timeline BDJ BLACKROCK ENHANCED EQUITY DI More: the full row for BLACKROCK ENHANCED EQUITY DI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 48,787 shares; 2020Q3: 48,787 shares; 2020Q4: 48,787 shares; 2021Q1: 48,787 shares 48,787 $462K 0.06% 0 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 7,250 shares; 2020Q3: 7,250 shares; 2020Q4: 7,250 shares; 2021Q1: 7,250 shares 7,250 $458K 0.06% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 250 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 8,720 shares 8,720 $446K 0.06% new Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 4,613 shares; 2020Q3: 4,714 shares; 2020Q4: 4,719 shares; 2021Q1: 3,222 shares 3,222 $438K 0.06% -1,497 Timeline MBI MBIA INC More: the full row for MBIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 45,000 shares 45,000 $433K 0.06% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 692 shares; 2020Q3: 1,202 shares; 2020Q4: 1,202 shares; 2021Q1: 2,048 shares 2,048 $423K 0.06% +846 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,692 shares; 2020Q3: 3,378 shares; 2020Q4: 4,003 shares; 2021Q1: 3,421 shares 3,421 $404K 0.06% -582 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,206 shares; 2020Q3: 1,206 shares; 2020Q4: 4,824 shares; 2021Q1: 4,274 shares 4,274 $375K 0.05% -550 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,101 shares; 2020Q3: 3,078 shares; 2020Q4: 3,098 shares; 2021Q1: 3,107 shares 3,107 $361K 0.05% +9 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,186 shares; 2020Q3: 2,052 shares; 2020Q4: 2,775 shares; 2021Q1: 2,326 shares 2,326 $354K 0.05% -449 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,334 shares; 2020Q3: 1,968 shares; 2020Q4: 4,005 shares; 2021Q1: 2,026 shares 2,026 $333K 0.05% -1,979 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,987 shares; 2020Q3: 2,074 shares; 2020Q4: 4,340 shares; 2021Q1: 4,340 shares 4,340 $331K 0.05% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,325 shares; 2020Q3: 1,361 shares; 2020Q4: 1,433 shares; 2021Q1: 876 shares 876 $326K 0.04% -557 Timeline Guggenheim S&P 500 Equal We… Guggenheim S&P 500 Equal Weighted… More: the full row for Guggenheim S&P 500 Equal Weighted ETf Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 640 shares; 2020Q3: 2,393 shares; 2020Q4: 2,393 shares; 2021Q1: 2,168 shares 2,168 $307K 0.04% -225 QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 644 shares; 2020Q3: 644 shares; 2020Q4: 645 shares; 2021Q1: 2,311 shares 2,311 $306K 0.04% +1,666 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 13 shares; 2020Q3: 5,161 shares; 2020Q4: 7,146 shares; 2021Q1: 7,914 shares 7,914 $298K 0.04% +768 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,795 shares; 2020Q3: 1,795 shares; 2020Q4: 1,848 shares; 2021Q1: 1,300 shares 1,300 $295K 0.04% -548 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 2,268 shares; 2020Q4: 2,280 shares; 2021Q1: 2,657 shares 2,657 $288K 0.04% +377 Timeline UBSI UNITED BANKSHARES INC WEST V More: the full row for UNITED BANKSHARES INC WEST V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 6,898 shares; 2020Q3: 6,898 shares; 2020Q4: 6,898 shares; 2021Q1: 6,898 shares 6,898 $266K 0.04% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 5,398 shares; 2020Q3: 4,904 shares; 2020Q4: 4,814 shares; 2021Q1: 5,045 shares 5,045 $261K 0.04% +231 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 727 shares; 2020Q3: 749 shares; 2020Q4: 749 shares; 2021Q1: 763 shares 763 $260K 0.04% +14 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 5,390 shares; 2020Q3: 5,160 shares; 2020Q4: 5,388 shares; 2021Q1: 2,678 shares 2,678 $238K 0.03% -2,710 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,619 shares; 2020Q3: 1,619 shares; 2020Q4: 1,619 shares; 2021Q1: 1,484 shares 1,484 $234K 0.03% -135 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,639 shares; 2020Q3: 1,649 shares; 2020Q4: 1,638 shares; 2021Q1: 1,635 shares 1,635 $231K 0.03% -3 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,754 shares 3,754 $228K 0.03% new Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,006 shares; 2020Q3: 2,006 shares; 2020Q4: 2,006 shares; 2021Q1: 2,067 shares 2,067 $224K 0.03% +61 Timeline CII BLACKROCK ENHANCED LARGE CAP More: the full row for BLACKROCK ENHANCED LARGE CAP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 11,550 shares; 2020Q3: 11,550 shares; 2020Q4: 11,550 shares; 2021Q1: 11,550 shares 11,550 $223K 0.03% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 782 shares; 2020Q3: 839 shares; 2020Q4: 584 shares; 2021Q1: 1,151 shares 1,151 $218K 0.03% +567 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,670 shares; 2020Q3: 1,670 shares; 2020Q4: 1,670 shares; 2021Q1: 1,670 shares 1,670 $217K 0.03% 0 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 11,318 shares; 2020Q3: 11,318 shares; 2020Q4: 11,318 shares; 2021Q1: 13,330 shares 13,330 $217K 0.03% +2,012 AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,874 shares; 2020Q3: 3,216 shares; 2020Q4: 4,467 shares; 2021Q1: 1,882 shares 1,882 $214K 0.03% -2,585 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,291 shares; 2020Q3: 1,399 shares; 2020Q4: 1,327 shares; 2021Q1: 684 shares 684 $209K 0.03% -643 Timeline PowerShares QQQ Trust Unit … PowerShares QQQ Trust Unit Ser More: the full row for PowerShares QQQ Trust Unit Ser Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 306 shares; 2020Q3: 764 shares; 2020Q4: 764 shares; 2021Q1: 629 shares 629 $201K 0.03% -135 MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 633 shares; 2020Q3: 726 shares; 2020Q4: 732 shares; 2021Q1: 549 shares 549 $195K 0.03% -183 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,525 shares; 2020Q3: 2,525 shares; 2020Q4: 2,606 shares; 2021Q1: 2,606 shares 2,606 $190K 0.03% 0 Timeline CVGW CALAVO GROWERS INC More: the full row for CALAVO GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,406 shares; 2020Q3: 2,406 shares; 2020Q4: 2,406 shares; 2021Q1: 2,406 shares 2,406 $187K 0.03% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,665 shares; 2020Q3: 1,665 shares; 2020Q4: 1,665 shares; 2021Q1: 987 shares 987 $186K 0.03% -678 Timeline STEW SRH TOTAL RETURN FUND INC More: the full row for SRH TOTAL RETURN FUND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 14,678 shares; 2020Q3: 14,771 shares; 2020Q4: 14,678 shares; 2021Q1: 14,678 shares 14,678 $185K 0.03% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,930 shares; 2020Q3: 2,930 shares; 2020Q4: 2,930 shares; 2021Q1: 2,930 shares 2,930 $176K 0.02% 0 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,428 shares; 2020Q3: 2,428 shares; 2020Q4: 2,380 shares; 2021Q1: 1,139 shares 1,139 $173K 0.02% -1,241 Timeline WSFS WSFS FINL CORP More: the full row for WSFS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,407 shares; 2020Q3: 3,421 shares; 2020Q4: 3,431 shares; 2021Q1: 3,439 shares 3,439 $171K 0.02% +8 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 300 shares; 2020Q3: 870 shares; 2020Q4: 1,178 shares; 2021Q1: 1,267 shares 1,267 $169K 0.02% +89 Timeline BROADCOM LTD BROADCOM LTD More: the full row for BROADCOM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 328 shares; 2020Q3: 377 shares; 2020Q4: 368 shares; 2021Q1: 364 shares 364 $169K 0.02% -4 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,757 shares; 2020Q3: 1,598 shares; 2020Q4: 1,653 shares; 2021Q1: 907 shares 907 $167K 0.02% -746 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares 700 $164K 0.02% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 596 shares; 2020Q3: 596 shares; 2020Q4: 596 shares; 2021Q1: 596 shares 596 $164K 0.02% 0 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 14,254 shares 14,254 $160K 0.02% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 868 shares; 2020Q3: 906 shares; 2020Q4: 959 shares; 2021Q1: 711 shares 711 $157K 0.02% -248 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 446 shares; 2020Q3: 299 shares; 2020Q4: 299 shares; 2021Q1: 1,559 shares 1,559 $155K 0.02% +1,260 Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,425 shares 2,425 $153K 0.02% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 661 shares 661 $148K 0.02% new Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 356 shares; 2020Q3: 306 shares; 2020Q4: 339 shares; 2021Q1: 301 shares 301 $143K 0.02% -38 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,621 shares; 2021Q1: 1,621 shares 1,621 $143K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 912 shares; 2020Q3: 862 shares; 2020Q4: 862 shares; 2021Q1: 966 shares 966 $136K 0.02% +104 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 478 shares; 2020Q3: 483 shares; 2020Q4: 501 shares; 2021Q1: 256 shares 256 $134K 0.02% -245 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 1,978 shares; 2020Q4: 2,414 shares; 2021Q1: 1,735 shares 1,735 $134K 0.02% -679 Timeline SL GREEN REALTY CORP SL GREEN REALTY CORP More: the full row for SL GREEN REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,795 shares; 2020Q3: 1,828 shares; 2020Q4: 1,858 shares; 2021Q1: 1,884 shares 1,884 $132K 0.02% +26 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,195 shares; 2020Q3: 2,152 shares; 2020Q4: 2,166 shares; 2021Q1: 1,695 shares 1,695 $131K 0.02% -471 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,061 shares; 2020Q3: 2,076 shares; 2020Q4: 2,094 shares; 2021Q1: 2,112 shares 2,112 $130K 0.02% +18 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 612 shares; 2020Q3: 612 shares; 2020Q4: 587 shares; 2021Q1: 527 shares 527 $128K 0.02% -60 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 930 shares; 2020Q3: 860 shares; 2020Q4: 938 shares; 2021Q1: 560 shares 560 $126K 0.02% -378 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 274 shares; 2020Q3: 274 shares; 2020Q4: 330 shares; 2021Q1: 384 shares 384 $126K 0.02% +54 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,070 shares; 2020Q3: 1,070 shares; 2020Q4: 1,421 shares; 2021Q1: 884 shares 884 $125K 0.02% -537 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 610 shares; 2020Q3: 1,047 shares; 2020Q4: 1,053 shares; 2021Q1: 920 shares 920 $125K 0.02% -133 Timeline NRK NUVEEN NY AMT FREE More: the full row for NUVEEN NY AMT FREE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 9,100 shares; 2020Q3: 9,100 shares; 2020Q4: 9,100 shares; 2021Q1: 9,100 shares 9,100 $124K 0.02% 0 Timeline KRNT KORNIT DIGITAL LTD More: the full row for KORNIT DIGITAL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,240 shares; 2020Q3: 1,240 shares; 2020Q4: 1,240 shares; 2021Q1: 1,240 shares 1,240 $123K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 65 shares; 2020Q3: 65 shares; 2020Q4: 65 shares; 2021Q1: 51 shares 51 $119K 0.02% -14 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,179 shares; 2020Q3: 1,179 shares; 2020Q4: 1,129 shares; 2021Q1: 1,084 shares 1,084 $115K 0.02% -45 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 8,100 shares; 2020Q3: 8,100 shares; 2020Q4: 8,100 shares; 2021Q1: 8,100 shares 8,100 $113K 0.02% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 465 shares; 2020Q3: 465 shares; 2020Q4: 1,195 shares; 2021Q1: 836 shares 836 $112K 0.02% -359 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 233 shares; 2020Q3: 222 shares; 2020Q4: 222 shares; 2021Q1: 222 shares 222 $111K 0.02% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,399 shares 4,399 $107K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 325 shares 325 $106K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,895 shares; 2020Q3: 1,895 shares; 2020Q4: 5,896 shares; 2021Q1: 2,000 shares 2,000 $105K 0.01% -3,896 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,220 shares; 2020Q3: 1,220 shares; 2020Q4: 1,220 shares; 2021Q1: 1,220 shares 1,220 $105K 0.01% 0 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 188 shares; 2020Q3: 208 shares; 2020Q4: 211 shares; 2021Q1: 189 shares 189 $101K 0.01% -22 Timeline ONLN PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,285 shares 1,285 $101K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,498 shares; 2020Q3: 1,498 shares; 2020Q4: 1,498 shares; 2021Q1: 1,498 shares 1,498 $98K 0.01% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,218 shares; 2020Q3: 1,053 shares; 2020Q4: 1,075 shares; 2021Q1: 503 shares 503 $97K 0.01% -572 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 876 shares 876 $96K 0.01% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 462 shares; 2020Q3: 462 shares; 2020Q4: 511 shares; 2021Q1: 511 shares 511 $95K 0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 710 shares; 2020Q3: 710 shares; 2020Q4: 3,339 shares; 2021Q1: 1,439 shares 1,439 $93K 0.01% -1,900 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,800 shares; 2020Q3: 1,215 shares; 2020Q4: 1,034 shares; 2021Q1: 1,030 shares 1,030 $93K 0.01% -4 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 250 shares; 2021Q1: 250 shares 250 $91K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,700 shares; 2020Q3: 1,700 shares; 2020Q4: 1,700 shares; 2021Q1: 1,400 shares 1,400 $91K 0.01% -300 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 124 shares; 2020Q3: 124 shares; 2020Q4: 119 shares; 2021Q1: 119 shares 119 $88K 0.01% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,433 shares; 2020Q3: 1,433 shares; 2020Q4: 1,589 shares; 2021Q1: 1,589 shares 1,589 $85K 0.01% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 282 shares; 2020Q3: 304 shares; 2020Q4: 307 shares; 2021Q1: 326 shares 326 $81K 0.01% +19 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,106 shares; 2020Q3: 302 shares; 2020Q4: 3,395 shares; 2021Q1: 2,057 shares 2,057 $80K 0.01% -1,338 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,337 shares; 2020Q3: 1,445 shares; 2020Q4: 1,719 shares; 2021Q1: 1,463 shares 1,463 $79K 0.01% -256 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 551 shares; 2020Q3: 551 shares; 2020Q4: 551 shares; 2021Q1: 555 shares 555 $78K 0.01% +4 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,098 shares; 2020Q3: 1,098 shares; 2020Q4: 1,098 shares; 2021Q1: 1,098 shares 1,098 $76K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 549 shares; 2020Q3: 549 shares; 2020Q4: 723 shares; 2021Q1: 636 shares 636 $75K 0.01% -87 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 388 shares; 2020Q3: 263 shares; 2020Q4: 355 shares; 2021Q1: 288 shares 288 $72K 0.01% -67 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 437 shares; 2020Q3: 1,715 shares; 2020Q4: 2,333 shares; 2021Q1: 912 shares 912 $71K 0.01% -1,421 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 415 shares; 2020Q3: 475 shares; 2020Q4: 481 shares; 2021Q1: 534 shares 534 $71K 0.01% +53 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 750 shares; 2020Q3: 750 shares; 2020Q4: 750 shares; 2021Q1: 1,242 shares 1,242 $71K 0.01% +492 Timeline DUKE ENERGY CORP $1.281 PFD DUKE ENERGY CORP $1.281 PFD More: the full row for DUKE ENERGY CORP $1.281 PFD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,734 shares; 2021Q1: 2,734 shares 2,734 $71K 0.01% 0 USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,400 shares; 2020Q3: 3,000 shares; 2020Q4: 2,400 shares; 2021Q1: 1,800 shares 1,800 $69K 0.01% -600 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 38 shares; 2020Q3: 594 shares; 2020Q4: 594 shares; 2021Q1: 594 shares 594 $68K 0.01% 0 Timeline BEP BROOKFIELD RENEWABLE ENERGY More: the full row for BROOKFIELD RENEWABLE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,065 shares; 2020Q3: 1,065 shares; 2020Q4: 1,597 shares; 2021Q1: 1,597 shares 1,597 $68K 0.01% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,011 shares; 2020Q3: 1,011 shares; 2020Q4: 1,097 shares; 2021Q1: 1,061 shares 1,061 $67K 0.01% -36 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 347 shares; 2020Q3: 415 shares; 2020Q4: 416 shares; 2021Q1: 396 shares 396 $67K 0.01% -20 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 805 shares; 2020Q3: 805 shares; 2020Q4: 805 shares; 2021Q1: 805 shares 805 $67K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 306 shares; 2020Q3: 306 shares; 2020Q4: 306 shares; 2021Q1: 306 shares 306 $66K 0.01% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 693 shares; 2020Q3: 538 shares; 2020Q4: 558 shares; 2021Q1: 624 shares 624 $65K 0.01% +66 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,560 shares; 2020Q3: 3,560 shares; 2020Q4: 3,573 shares; 2021Q1: 3,849 shares 3,849 $64K 0.01% +276 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 330 shares; 2020Q3: 330 shares; 2020Q4: 330 shares; 2021Q1: 330 shares 330 $64K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 130 shares; 2020Q3: 130 shares; 2020Q4: 130 shares; 2021Q1: 130 shares 130 $64K 0.01% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,431 shares; 2020Q3: 566 shares; 2020Q4: 1,315 shares; 2021Q1: 986 shares 986 $63K 0.01% -329 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 587 shares; 2020Q3: 481 shares; 2020Q4: 489 shares; 2021Q1: 534 shares 534 $63K 0.01% +45 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 239 shares; 2020Q3: 239 shares; 2020Q4: 273 shares; 2021Q1: 284 shares 284 $62K 0.01% +11 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 889 shares; 2020Q3: 889 shares; 2020Q4: 2,872 shares; 2021Q1: 1,550 shares 1,550 $61K 0.01% -1,322 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 501 shares; 2020Q3: 501 shares; 2020Q4: 501 shares; 2021Q1: 330 shares 330 $61K 0.01% -171 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 297 shares; 2020Q3: 297 shares; 2020Q4: 353 shares; 2021Q1: 355 shares 355 $61K 0.01% +2 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 617 shares; 2020Q3: 617 shares; 2020Q4: 617 shares; 2021Q1: 617 shares 617 $60K 0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 423 shares; 2020Q3: 423 shares; 2020Q4: 479 shares; 2021Q1: 451 shares 451 $60K 0.01% -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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares 100 $59K 0.01% 0 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 417 shares; 2020Q3: 433 shares; 2020Q4: 440 shares; 2021Q1: 529 shares 529 $58K 0.01% +89 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 70 shares; 2020Q3: 70 shares; 2020Q4: 70 shares; 2021Q1: 70 shares 70 $58K 0.01% 0 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 613 shares; 2020Q3: 613 shares; 2020Q4: 744 shares; 2021Q1: 507 shares 507 $58K 0.01% -237 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,337 shares; 2020Q3: 437 shares; 2020Q4: 1,581 shares; 2021Q1: 1,366 shares 1,366 $58K 0.01% -215 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,777 shares; 2020Q3: 942 shares; 2020Q4: 942 shares; 2021Q1: 895 shares 895 $58K 0.01% -47 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 188 shares; 2020Q3: 224 shares; 2020Q4: 224 shares; 2021Q1: 257 shares 257 $57K 0.01% +33 Timeline TECH BIO-TECHNE CORP More: the full row for BIO-TECHNE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares 150 $57K 0.01% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 599 shares; 2020Q3: 686 shares; 2020Q4: 1,408 shares; 2021Q1: 1,009 shares 1,009 $56K 0.01% -399 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 4,655 shares; 2020Q3: 6,655 shares; 2020Q4: 4,458 shares; 2021Q1: 4,159 shares 4,159 $55K 0.01% -299 BE BLOOM ENERGY CORP More: the full row for BLOOM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 152 shares; 2020Q3: 152 shares; 2020Q4: not reported; 2021Q1: 2,000 shares 2,000 $54K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 304 shares; 2021Q1: 304 shares 304 $54K 0.01% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 801 shares; 2020Q3: 801 shares; 2020Q4: 801 shares; 2021Q1: 801 shares 801 $52K 0.01% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 244 shares; 2020Q3: 244 shares; 2020Q4: 244 shares; 2021Q1: 244 shares 244 $52K 0.01% 0 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 1,580 shares; 2020Q4: 1,588 shares; 2021Q1: 1,588 shares 1,588 $52K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,080 shares; 2020Q3: 1,086 shares; 2020Q4: 1,092 shares; 2021Q1: 1,170 shares 1,170 $52K 0.01% +78 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 172 shares; 2020Q3: 172 shares; 2020Q4: 172 shares; 2021Q1: 172 shares 172 $51K 0.01% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 79 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 625 shares 625 $51K 0.01% +225 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 373 shares; 2020Q3: 373 shares; 2020Q4: 373 shares; 2021Q1: 379 shares 379 $51K 0.01% +6 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,851 shares; 2020Q3: 1,851 shares; 2020Q4: 1,851 shares; 2021Q1: 1,851 shares 1,851 $50K 0.01% 0 Timeline STERLING BANCORP STERLING BANCORP More: the full row for STERLING BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,559 shares; 2020Q3: 1,889 shares; 2020Q4: 1,889 shares; 2021Q1: 1,889 shares 1,889 $49K 0.01% 0 MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 127 shares; 2020Q3: 211 shares; 2020Q4: 327 shares; 2021Q1: 214 shares 214 $48K 0.01% -113 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 163 shares; 2020Q3: 163 shares; 2020Q4: 163 shares; 2021Q1: 218 shares 218 $48K 0.01% +55 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 398 shares; 2020Q3: 318 shares; 2020Q4: 318 shares; 2021Q1: 318 shares 318 $48K 0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 140 shares; 2020Q3: 140 shares; 2020Q4: 140 shares; 2021Q1: 140 shares 140 $48K 0.01% 0 SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 538 shares 538 $47K 0.01% new Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 815 shares; 2020Q3: 815 shares; 2020Q4: 1,099 shares; 2021Q1: 957 shares 957 $47K 0.01% -142 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 163 shares; 2020Q3: 282 shares; 2020Q4: 167 shares; 2021Q1: 165 shares 165 $46K 0.01% -2 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 839 shares; 2021Q1: 839 shares 839 $46K 0.01% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 225 shares; 2020Q3: 175 shares; 2020Q4: 175 shares; 2021Q1: 175 shares 175 $46K 0.01% 0 Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,000 shares 3,000 $46K 0.01% new Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,127 shares; 2020Q3: 1,127 shares; 2020Q4: 1,127 shares; 2021Q1: 1,127 shares 1,127 $46K 0.01% 0 Timeline AGNC AGNC INVT CORP CUM RED PFD SER More: the full row for AGNC INVT CORP CUM RED PFD SER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,791 shares; 2020Q3: 1,791 shares; 2020Q4: 1,791 shares; 2021Q1: 1,791 shares 1,791 $46K 0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 717 shares; 2021Q1: 357 shares 357 $45K 0.01% -360 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,327 shares; 2020Q3: 1,327 shares; 2020Q4: 1,327 shares; 2021Q1: 1,327 shares 1,327 $45K 0.01% 0 Timeline NLY ANNALY CAP MGMT INC PFD SER I More: the full row for ANNALY CAP MGMT INC PFD SER I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,765 shares; 2020Q3: 1,765 shares; 2020Q4: 1,765 shares; 2021Q1: 1,765 shares 1,765 $45K 0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 29 shares; 2020Q3: 158 shares; 2020Q4: 158 shares; 2021Q1: 351 shares 351 $44K 0.01% +193 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 566 shares; 2020Q3: 566 shares; 2020Q4: 566 shares; 2021Q1: 566 shares 566 $44K 0.01% 0 Timeline IPGP IPG PHOTONICS CORP More: the full row for IPG PHOTONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 208 shares; 2020Q3: 208 shares; 2020Q4: 208 shares; 2021Q1: 208 shares 208 $44K 0.01% 0 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 550 shares; 2020Q3: 550 shares; 2020Q4: 550 shares; 2021Q1: 555 shares 555 $43K 0.01% +5 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 726 shares; 2020Q3: 475 shares; 2020Q4: 675 shares; 2021Q1: 527 shares 527 $43K 0.01% -148 Timeline BLACKSTONE GROUP LP/THE BLACKSTONE GROUP LP/THE More: the full row for BLACKSTONE GROUP LP/THE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 609 shares; 2020Q3: 609 shares; 2020Q4: 609 shares; 2021Q1: 578 shares 578 $43K 0.01% -31 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 70 shares; 2020Q3: 70 shares; 2020Q4: 70 shares; 2021Q1: 70 shares 70 $42K 0.01% 0 TALEND S A TALEND S A More: the full row for TALEND S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 660 shares 660 $42K 0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 178 shares; 2020Q3: 178 shares; 2020Q4: 193 shares; 2021Q1: 90 shares 90 $41K 0.01% -103 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 588 shares; 2020Q3: 588 shares; 2020Q4: 588 shares; 2021Q1: 588 shares 588 $40K 0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 42 shares; 2020Q3: 101 shares; 2020Q4: 113 shares; 2021Q1: 109 shares 109 $40K 0.01% -4 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 221 shares; 2020Q3: 252 shares; 2020Q4: 252 shares; 2021Q1: 191 shares 191 $40K 0.01% -61 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 205 shares; 2020Q3: 205 shares; 2020Q4: 205 shares; 2021Q1: 207 shares 207 $40K 0.01% +2 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 197 shares; 2020Q3: 197 shares; 2020Q4: 197 shares; 2021Q1: 172 shares 172 $40K 0.01% -25 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 739 shares; 2020Q3: 739 shares; 2020Q4: 739 shares; 2021Q1: 739 shares 739 $39K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,056 shares; 2021Q1: 542 shares 542 $38K 0.01% -514 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,046 shares; 2020Q3: 2,024 shares; 2020Q4: 2,024 shares; 2021Q1: 2,024 shares 2,024 $38K 0.01% 0 Timeline DWX 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,057 shares; 2020Q3: 2,073 shares; 2020Q4: 999 shares; 2021Q1: 1,000 shares 1,000 $38K 0.01% +1 Timeline TTNDY TECHTRONIC INDUSTRIES-SP ADR More: the full row for TECHTRONIC INDUSTRIES-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 444 shares; 2020Q3: 444 shares; 2020Q4: 444 shares; 2021Q1: 444 shares 444 $38K 0.01% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 239 shares; 2020Q3: 152 shares; 2020Q4: 152 shares; 2021Q1: 152 shares 152 $37K 0.01% 0 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 846 shares; 2020Q3: 856 shares; 2020Q4: 865 shares; 2021Q1: 865 shares 865 $37K 0.01% 0 Timeline TCEHY TENCENT HOLDINGS LTD-UNS ADR More: the full row for TENCENT HOLDINGS LTD-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 441 shares; 2020Q3: 401 shares; 2020Q4: 519 shares; 2021Q1: 460 shares 460 $37K 0.01% -59 Timeline VSS 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 233 shares; 2020Q4: 233 shares; 2021Q1: 284 shares 284 $36K <0.01% +51 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 384 shares; 2020Q3: 384 shares; 2020Q4: 384 shares; 2021Q1: 384 shares 384 $36K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 175 shares; 2020Q3: 175 shares; 2020Q4: 175 shares; 2021Q1: 175 shares 175 $36K <0.01% 0 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 599 shares; 2020Q3: 602 shares; 2020Q4: 433 shares; 2021Q1: 434 shares 434 $36K <0.01% +1 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,090 shares; 2020Q3: 3,090 shares; 2020Q4: 3,090 shares; 2021Q1: 3,090 shares 3,090 $36K <0.01% 0 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 180 shares; 2020Q3: 180 shares; 2020Q4: 180 shares; 2021Q1: 180 shares 180 $35K <0.01% 0 Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 284 shares; 2020Q3: 284 shares; 2020Q4: 284 shares; 2021Q1: 284 shares 284 $35K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 130 shares; 2020Q4: 181 shares; 2021Q1: 230 shares 230 $34K <0.01% +49 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 155 shares; 2020Q3: 155 shares; 2020Q4: 155 shares; 2021Q1: 155 shares 155 $34K <0.01% 0 Timeline MPT MEDICAL PROPERTIES TRUST INC More: the full row for MEDICAL PROPERTIES TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,601 shares; 2020Q3: 1,601 shares; 2020Q4: 1,601 shares; 2021Q1: 1,601 shares 1,601 $34K <0.01% 0 Timeline PDP 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares 400 $34K <0.01% 0 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,105 shares; 2020Q3: 1,105 shares; 2020Q4: 1,105 shares; 2021Q1: 1,105 shares 1,105 $34K <0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 412 shares; 2020Q3: 412 shares; 2020Q4: 415 shares; 2021Q1: 527 shares 527 $33K <0.01% +112 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 662 shares; 2020Q3: 662 shares; 2020Q4: 662 shares; 2021Q1: 650 shares 650 $33K <0.01% -12 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 5,965 shares; 2020Q3: 628 shares; 2020Q4: 3,016 shares; 2021Q1: 1,051 shares 1,051 $32K <0.01% -1,965 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,050 shares; 2020Q3: 1,050 shares; 2020Q4: 1,050 shares; 2021Q1: 1,203 shares 1,203 $32K <0.01% +153 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 805 shares; 2020Q3: 805 shares; 2020Q4: 805 shares; 2021Q1: 486 shares 486 $32K <0.01% -319 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 85 shares; 2020Q3: 85 shares; 2020Q4: 111 shares; 2021Q1: 2,585 shares 2,585 $32K <0.01% +2,474 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 105 shares; 2020Q3: 105 shares; 2020Q4: 105 shares; 2021Q1: 105 shares 105 $32K <0.01% 0 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 270 shares; 2020Q3: 270 shares; 2020Q4: 270 shares; 2021Q1: 270 shares 270 $32K <0.01% 0 Timeline CLOUDERA INC CLOUDERA INC More: the full row for CLOUDERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,610 shares 2,610 $32K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 375 shares; 2020Q3: 375 shares; 2020Q4: 375 shares; 2021Q1: 379 shares 379 $30K <0.01% +4 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares 300 $30K <0.01% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,103 shares; 2020Q3: 693 shares; 2020Q4: 3,094 shares; 2021Q1: 491 shares 491 $30K <0.01% -2,603 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 651 shares; 2020Q3: 446 shares; 2020Q4: 616 shares; 2021Q1: 353 shares 353 $30K <0.01% -263 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,902 shares; 2020Q3: 1,638 shares; 2020Q4: 1,638 shares; 2021Q1: 1,638 shares 1,638 $30K <0.01% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 230 shares; 2020Q3: 230 shares; 2020Q4: 230 shares; 2021Q1: 230 shares 230 $30K <0.01% 0 POWERSHARES GLOBAL ETF FD POWERSHARES GLOBAL ETF FD More: the full row for POWERSHARES GLOBAL ETF FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,078 shares; 2020Q3: 3,052 shares; 2020Q4: 1,372 shares; 2021Q1: 1,378 shares 1,378 $30K <0.01% +6 APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 409 shares; 2020Q3: 409 shares; 2020Q4: 559 shares; 2021Q1: 438 shares 438 $29K <0.01% -121 Timeline SMCAY SMC CORP JAPAN AMERICAN DEPOSI More: the full row for SMC CORP JAPAN AMERICAN DEPOSI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 966 shares; 2020Q3: 966 shares; 2020Q4: 966 shares; 2021Q1: 966 shares 966 $29K <0.01% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 543 shares; 2020Q3: 543 shares; 2020Q4: 543 shares; 2021Q1: 543 shares 543 $28K <0.01% 0 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 78 shares; 2020Q3: 78 shares; 2020Q4: 153 shares; 2021Q1: 116 shares 116 $28K <0.01% -37 Timeline TPG SPECIALTY LENDING INC TPG SPECIALTY LENDING INC More: the full row for TPG SPECIALTY LENDING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,335 shares; 2020Q3: 1,335 shares; 2020Q4: 1,335 shares; 2021Q1: 1,335 shares 1,335 $28K <0.01% 0 IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 395 shares; 2020Q3: 395 shares; 2020Q4: 395 shares; 2021Q1: 395 shares 395 $27K <0.01% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,455 shares; 2020Q3: 1,455 shares; 2020Q4: 1,461 shares; 2021Q1: 455 shares 455 $27K <0.01% -1,006 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 48 shares; 2020Q3: 170 shares; 2020Q4: 170 shares; 2021Q1: 211 shares 211 $27K <0.01% +41 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 240 shares; 2021Q1: 220 shares 220 $27K <0.01% -20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 152 shares; 2020Q3: 152 shares; 2020Q4: 134 shares; 2021Q1: 87 shares 87 $27K <0.01% -47 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 207 shares 207 $27K <0.01% new Timeline OMER OMEROS CORP More: the full row for OMEROS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,500 shares; 2020Q3: 1,500 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares 1,500 $27K <0.01% 0 Timeline CAPL CROSSAMERICA PARTNERS LP More: the full row for CROSSAMERICA PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,473 shares; 2020Q3: 1,473 shares; 2020Q4: 1,473 shares; 2021Q1: 1,473 shares 1,473 $27K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 301 shares; 2020Q3: 350 shares; 2020Q4: 301 shares; 2021Q1: 368 shares 368 $26K <0.01% +67 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 217 shares; 2020Q3: 217 shares; 2020Q4: 217 shares; 2021Q1: 219 shares 219 $26K <0.01% +2 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,043 shares; 2020Q3: 1,043 shares; 2020Q4: 1,043 shares; 2021Q1: 1,043 shares 1,043 $26K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 126 shares; 2020Q3: 195 shares; 2020Q4: 200 shares; 2021Q1: 338 shares 338 $26K <0.01% +138 Timeline SSMXY SYSMEX CORP UNSPON ADR (JPN) More: the full row for SYSMEX CORP UNSPON ADR (JPN) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 484 shares; 2020Q3: 484 shares; 2020Q4: 484 shares; 2021Q1: 484 shares 484 $26K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 323 shares; 2020Q3: 323 shares; 2020Q4: 177 shares; 2021Q1: 159 shares 159 $25K <0.01% -18 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 500 shares 500 $25K <0.01% new Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 413 shares; 2020Q3: 125 shares; 2020Q4: 250 shares; 2021Q1: 250 shares 250 $25K <0.01% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 235 shares; 2020Q3: 235 shares; 2020Q4: 235 shares; 2021Q1: 235 shares 235 $25K <0.01% 0 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 742 shares; 2020Q3: 197 shares; 2020Q4: 610 shares; 2021Q1: 413 shares 413 $25K <0.01% -197 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 134 shares; 2020Q3: 49 shares; 2020Q4: 91 shares; 2021Q1: 139 shares 139 $25K <0.01% +48 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 402 shares; 2020Q3: 402 shares; 2020Q4: 402 shares; 2021Q1: 402 shares 402 $25K <0.01% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 156 shares; 2020Q3: 150 shares; 2020Q4: 65 shares; 2021Q1: 66 shares 66 $25K <0.01% +1 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 596 shares; 2020Q3: 301 shares; 2020Q4: 301 shares; 2021Q1: 301 shares 301 $25K <0.01% 0 Timeline LRLCY L'OREAL-UNSPONSORED ADR More: the full row for L'OREAL-UNSPONSORED ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 281 shares; 2020Q3: 281 shares; 2020Q4: 371 shares; 2021Q1: 326 shares 326 $25K <0.01% -45 Timeline SPDW 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 310 shares; 2021Q1: 688 shares 688 $24K <0.01% +378 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 879 shares; 2020Q3: 879 shares; 2020Q4: 817 shares; 2021Q1: 817 shares 817 $24K <0.01% 0 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 759 shares; 2020Q3: 759 shares; 2020Q4: 759 shares; 2021Q1: 759 shares 759 $24K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 65 shares; 2020Q3: 65 shares; 2020Q4: 83 shares; 2021Q1: 75 shares 75 $24K <0.01% -8 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 130 shares; 2020Q3: 130 shares; 2020Q4: 130 shares; 2021Q1: 130 shares 130 $24K <0.01% 0 Timeline DNB ASA-SPONSOR ADR DNB ASA-SPONSOR ADR More: the full row for DNB ASA-SPONSOR ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 806 shares; 2020Q3: 806 shares; 2020Q4: 1,122 shares; 2021Q1: 1,122 shares 1,122 $24K <0.01% 0 UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 688 shares; 2021Q1: 428 shares 428 $23K <0.01% -260 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 87 shares; 2020Q4: 87 shares; 2021Q1: 85 shares 85 $23K <0.01% -2 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 69 shares; 2020Q3: 69 shares; 2020Q4: 69 shares; 2021Q1: 69 shares 69 $23K <0.01% 0 Timeline EPR EPR PPTYS More: the full row for EPR PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 497 shares; 2020Q3: 497 shares; 2020Q4: 497 shares; 2021Q1: 497 shares 497 $23K <0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 30 shares; 2020Q3: 30 shares; 2020Q4: 34 shares; 2021Q1: 34 shares 34 $23K <0.01% 0 Timeline ACIC AMERICAN COASTAL INS CORP More: the full row for AMERICAN COASTAL INS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,190 shares; 2020Q3: 3,190 shares; 2020Q4: 3,190 shares; 2021Q1: 3,190 shares 3,190 $23K <0.01% 0 Timeline SSDOY SHISEIDO CO LTD SPON ADR More: the full row for SHISEIDO CO LTD SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 336 shares; 2020Q3: 336 shares; 2020Q4: 336 shares; 2021Q1: 336 shares 336 $23K <0.01% 0 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,001 shares; 2020Q3: 306 shares; 2020Q4: 309 shares; 2021Q1: 309 shares 309 $22K <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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,912 shares; 2021Q1: 1,602 shares 1,602 $22K <0.01% -310 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 234 shares; 2020Q4: 234 shares; 2021Q1: 234 shares 234 $22K <0.01% 0 WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 447 shares; 2020Q3: 192 shares; 2020Q4: 197 shares; 2021Q1: 402 shares 402 $22K <0.01% +205 IAC INTERACTIVECORP IAC INTERACTIVECORP More: the full row for IAC INTERACTIVECORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 104 shares; 2021Q1: 104 shares 104 $22K <0.01% 0 Invesco Optm Yd Dvrs Cdty S… Invesco Optm Yd Dvrs Cdty Stra No… More: the full row for Invesco Optm Yd Dvrs Cdty Stra No K1 ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,300 shares 1,300 $22K <0.01% new HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 664 shares; 2020Q4: 664 shares; 2021Q1: 664 shares 664 $21K <0.01% 0 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 47 shares; 2020Q3: 71 shares; 2020Q4: 71 shares; 2021Q1: 86 shares 86 $21K <0.01% +15 Timeline CREDIT SUISSE GROUP-ADR CREDIT SUISSE GROUP-ADR More: the full row for CREDIT SUISSE GROUP-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $21K <0.01% 0 IFN ABERDEEN INDIA FD INC More: the full row for ABERDEEN INDIA FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,000 shares 1,000 $21K <0.01% new Timeline SRNE SORRENTO THERAPEUTICS, INC. More: the full row for SORRENTO THERAPEUTICS, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,300 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,500 shares 2,500 $21K <0.01% +500 Timeline CSLLY CSL LTD SPONSORED ADR (AUS) More: the full row for CSL LTD SPONSORED ADR (AUS) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 208 shares; 2020Q3: 208 shares; 2020Q4: 208 shares; 2021Q1: 208 shares 208 $21K <0.01% 0 Timeline EDWARDS LIFESCIENCES EDWARDS LIFESCIENCES More: the full row for EDWARDS LIFESCIENCES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 216 shares; 2020Q3: 216 shares; 2020Q4: 189 shares; 2021Q1: 252 shares 252 $21K <0.01% +63 XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500 $20K <0.01% 0 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 184 shares; 2020Q3: 184 shares; 2020Q4: 110 shares; 2021Q1: 58 shares 58 $20K <0.01% -52 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 286 shares; 2020Q3: 286 shares; 2020Q4: 286 shares; 2021Q1: 286 shares 286 $20K <0.01% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 231 shares; 2020Q3: 231 shares; 2020Q4: 231 shares; 2021Q1: 234 shares 234 $20K <0.01% +3 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 977 shares; 2020Q3: 977 shares; 2020Q4: 977 shares; 2021Q1: 977 shares 977 $20K <0.01% 0 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 385 shares; 2020Q3: 385 shares; 2020Q4: 385 shares; 2021Q1: 385 shares 385 $20K <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 402 shares; 2020Q3: 402 shares; 2020Q4: 536 shares; 2021Q1: 378 shares 378 $20K <0.01% -158 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 348 shares; 2021Q1: 348 shares 348 $19K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 205 shares; 2020Q3: not reported; 2020Q4: 5 shares; 2021Q1: 295 shares 295 $19K <0.01% +290 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 110 shares; 2020Q3: 110 shares; 2020Q4: 110 shares; 2021Q1: 110 shares 110 $19K <0.01% 0 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 286 shares; 2020Q4: 286 shares; 2021Q1: 286 shares 286 $19K <0.01% 0 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 170 shares; 2020Q4: 170 shares; 2021Q1: 273 shares 273 $19K <0.01% +103 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 367 shares; 2020Q3: 6 shares; 2020Q4: 6 shares; 2021Q1: 598 shares 598 $19K <0.01% +592 Timeline BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP More: the full row for BROOKFIELD RENEWABLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 266 shares; 2020Q4: 399 shares; 2021Q1: 399 shares 399 $19K <0.01% 0 ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 10 shares; 2020Q3: 72 shares; 2020Q4: 141 shares; 2021Q1: 151 shares 151 $18K <0.01% +10 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 85 shares; 2020Q3: not reported; 2020Q4: 3 shares; 2021Q1: 96 shares 96 $18K <0.01% +93 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 121 shares; 2020Q3: 26 shares; 2020Q4: 82 shares; 2021Q1: 108 shares 108 $18K <0.01% +26 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 64 shares; 2020Q3: 64 shares; 2020Q4: 506 shares; 2021Q1: 285 shares 285 $18K <0.01% -221 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 428 shares; 2020Q3: 428 shares; 2020Q4: 558 shares; 2021Q1: 493 shares 493 $18K <0.01% -65 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 102 shares; 2020Q3: 102 shares; 2020Q4: 102 shares; 2021Q1: 102 shares 102 $18K <0.01% 0 Timeline BGC PARTNERS INC BGC PARTNERS INC More: the full row for BGC PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,774 shares; 2020Q3: 3,774 shares; 2020Q4: 3,774 shares; 2021Q1: 3,774 shares 3,774 $18K <0.01% 0 RWO 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 83 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 376 shares 376 $18K <0.01% new Timeline TRANSCANADA CORP TRANSCANADA CORP More: the full row for TRANSCANADA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 389 shares; 2020Q3: 389 shares; 2020Q4: 389 shares; 2021Q1: 389 shares 389 $18K <0.01% 0 UNICY UNICHARM CORP SPONSORED ADR (J More: the full row for UNICHARM CORP SPONSORED ADR (J Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 2,145 shares; 2020Q3: 2,145 shares; 2020Q4: 2,145 shares; 2021Q1: 2,145 shares 2,145 $18K <0.01% 0 Timeline MONOY MONOTARO CO LTD - UNSP ADR More: the full row for MONOTARO CO LTD - UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 324 shares; 2020Q3: 324 shares; 2020Q4: 324 shares; 2021Q1: 324 shares 324 $18K <0.01% 0 Timeline ZIOPHARM ONCOLOGY INC ZIOPHARM ONCOLOGY INC More: the full row for ZIOPHARM ONCOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 5,000 shares; 2020Q3: 5,000 shares; 2020Q4: 5,000 shares; 2021Q1: 5,000 shares 5,000 $18K <0.01% 0 ETF SER SOLUTIONS ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 444 shares; 2020Q3: 444 shares; 2020Q4: 444 shares; 2021Q1: 444 shares 444 $18K <0.01% 0 AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 107 shares; 2020Q3: 107 shares; 2020Q4: 165 shares; 2021Q1: 136 shares 136 $17K <0.01% -29 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 305 shares; 2020Q3: not reported; 2020Q4: 231 shares; 2021Q1: 231 shares 231 $17K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 100 shares; 2020Q3: 154 shares; 2020Q4: 226 shares; 2021Q1: 90 shares 90 $17K <0.01% -136 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 79 shares; 2020Q3: 79 shares; 2020Q4: 79 shares; 2021Q1: 103 shares 103 $17K <0.01% +24 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 128 shares; 2020Q3: 128 shares; 2020Q4: 128 shares; 2021Q1: 128 shares 128 $17K <0.01% 0 IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 22 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 248 shares 248 $16K <0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 324 shares; 2020Q3: 324 shares; 2020Q4: 324 shares; 2021Q1: 324 shares 324 $16K <0.01% 0 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 60 shares; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 60 shares 60 $16K <0.01% 0 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 31 shares; 2020Q3: 31 shares; 2020Q4: 31 shares; 2021Q1: 31 shares 31 $16K <0.01% 0 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 259 shares; 2020Q3: 259 shares; 2020Q4: 259 shares; 2021Q1: 259 shares 259 $16K <0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 187 shares; 2020Q3: 187 shares; 2020Q4: 434 shares; 2021Q1: 160 shares 160 $16K <0.01% -274 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 160 shares; 2020Q3: 147 shares; 2020Q4: 147 shares; 2021Q1: 122 shares 122 $16K <0.01% -25 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3,035 shares; 2020Q3: 2,700 shares; 2020Q4: 2,700 shares; 2021Q1: 275 shares 275 $16K <0.01% -2,425 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 218 shares; 2020Q3: 218 shares; 2020Q4: 218 shares; 2021Q1: 173 shares 173 $16K <0.01% -45 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 128 shares; 2020Q3: 121 shares; 2020Q4: 121 shares; 2021Q1: 33 shares 33 $16K <0.01% -88 Timeline OVCHY OVERSEA-CHINESE BANK-UNS ADR More: the full row for OVERSEA-CHINESE BANK-UNS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 917 shares; 2020Q3: 917 shares; 2020Q4: 917 shares; 2021Q1: 917 shares 917 $16K <0.01% 0 Timeline SPEM 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 350 shares 350 $15K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 132 shares; 2020Q3: 132 shares; 2020Q4: 132 shares; 2021Q1: 132 shares 132 $15K <0.01% 0 Timeline WEN WENDYS CO More: the full row for WENDYS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 751 shares; 2020Q3: 751 shares; 2020Q4: 751 shares; 2021Q1: 751 shares 751 $15K <0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 51 shares; 2020Q3: 51 shares; 2020Q4: 51 shares; 2021Q1: 52 shares 52 $15K <0.01% +1 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 11 shares; 2020Q3: 11 shares; 2020Q4: 11 shares; 2021Q1: 492 shares 492 $15K <0.01% +481 Timeline INVESTORS BANCORP, INC. INVESTORS BANCORP, INC. More: the full row for INVESTORS BANCORP, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,008 shares; 2020Q3: 1,008 shares; 2020Q4: 1,008 shares; 2021Q1: 1,008 shares 1,008 $15K <0.01% 0 CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 214 shares; 2020Q3: 54 shares; 2020Q4: 248 shares; 2021Q1: 86 shares 86 $14K <0.01% -162 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 93 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 145 shares 145 $14K <0.01% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 284 shares; 2020Q3: 284 shares; 2020Q4: 284 shares; 2021Q1: 284 shares 284 $14K <0.01% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 100 shares; 2020Q3: not reported; 2020Q4: 396 shares; 2021Q1: 198 shares 198 $14K <0.01% -198 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 106 shares; 2020Q3: 106 shares; 2020Q4: 106 shares; 2021Q1: 106 shares 106 $14K <0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 80 shares; 2020Q3: 80 shares; 2020Q4: 274 shares; 2021Q1: 274 shares 274 $14K <0.01% 0 Timeline LCII LCI INDS More: the full row for LCI INDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 108 shares; 2020Q4: 108 shares; 2021Q1: 108 shares 108 $14K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 21 shares; 2020Q4: 21 shares; 2021Q1: 47 shares 47 $14K <0.01% +26 Timeline Phillips 66 Partners LP Phillips 66 Partners LP More: the full row for Phillips 66 Partners LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 441 shares; 2020Q3: 441 shares; 2020Q4: 441 shares; 2021Q1: 441 shares 441 $14K <0.01% 0 BURBY BURBERRY GROUP PLC SPONSORED A More: the full row for BURBERRY GROUP PLC SPONSORED A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 542 shares; 2020Q3: 542 shares; 2020Q4: 542 shares; 2021Q1: 542 shares 542 $14K <0.01% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 320 shares; 2020Q3: 320 shares; 2020Q4: 320 shares; 2021Q1: 98 shares 98 $13K <0.01% -222 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 290 shares; 2021Q1: 575 shares 575 $13K <0.01% +285 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 34 shares; 2020Q4: 34 shares; 2021Q1: 74 shares 74 $13K <0.01% +40 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 287 shares; 2020Q3: 287 shares; 2020Q4: 287 shares; 2021Q1: 60 shares 60 $13K <0.01% -227 Timeline STORE CAP CORP STORE CAP CORP More: the full row for STORE CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 282 shares; 2020Q4: 660 shares; 2021Q1: 378 shares 378 $13K <0.01% -282 BRDCY BRIDGESTONE CORP. LTD ADR More: the full row for BRIDGESTONE CORP. LTD ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 634 shares; 2020Q3: 634 shares; 2020Q4: 634 shares; 2021Q1: 634 shares 634 $13K <0.01% 0 Timeline FUSION ACQUISITION CORP FUSION ACQUISITION CORP More: the full row for FUSION ACQUISITION CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,300 shares 1,300 $13K <0.01% new CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 536 shares; 2020Q3: 536 shares; 2020Q4: 566 shares; 2021Q1: 51 shares 51 $12K <0.01% -515 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 137 shares 137 $12K <0.01% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 170 shares; 2020Q3: not reported; 2020Q4: 240 shares; 2021Q1: 100 shares 100 $12K <0.01% -140 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 105 shares; 2020Q3: 105 shares; 2020Q4: 105 shares; 2021Q1: 105 shares 105 $12K <0.01% 0 Timeline IX ORIX CORP More: the full row for ORIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 145 shares; 2020Q3: 145 shares; 2020Q4: 145 shares; 2021Q1: 145 shares 145 $12K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 445 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 368 shares 368 $12K <0.01% new Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 97 shares 97 $12K <0.01% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 32 shares; 2020Q3: 32 shares; 2020Q4: 248 shares; 2021Q1: 210 shares 210 $12K <0.01% -38 ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 57 shares; 2020Q4: 57 shares; 2021Q1: 80 shares 80 $12K <0.01% +23 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 297 shares; 2020Q4: 297 shares; 2021Q1: 297 shares 297 $12K <0.01% 0 Timeline NEW ORIENTAL EDUCATION & TE… NEW ORIENTAL EDUCATION & TECHN More: the full row for NEW ORIENTAL EDUCATION & TECHN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 170 shares; 2021Q1: 850 shares 850 $12K <0.01% +680 SVB FINANCIAL GROUP SVB FINANCIAL GROUP More: the full row for SVB FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 24 shares; 2020Q3: 24 shares; 2020Q4: 24 shares; 2021Q1: 24 shares 24 $12K <0.01% 0 L BRANDS INC L BRANDS INC More: the full row for L BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 197 shares; 2020Q3: 197 shares; 2020Q4: 447 shares; 2021Q1: 201 shares 201 $12K <0.01% -246 NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 130 shares; 2020Q3: 272 shares; 2020Q4: 340 shares; 2021Q1: 104 shares 104 $12K <0.01% -236 Timeline DANOY Danone Sponsored ADR (France) More: the full row for Danone Sponsored ADR (France) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 874 shares; 2021Q1: 874 shares 874 $12K <0.01% 0 Timeline UMICY UMICORE GROUP UNSPON ADR (BEL) More: the full row for UMICORE GROUP UNSPON ADR (BEL) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 936 shares; 2020Q3: 936 shares; 2020Q4: 936 shares; 2021Q1: 936 shares 936 $12K <0.01% 0 Timeline Wells Fargo Pfd Wells Fargo Pfd More: the full row for Wells Fargo Pfd Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 978 shares; 2021Q1: 456 shares 456 $12K <0.01% -522 KADMON HLDGS INC KADMON HLDGS INC More: the full row for KADMON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,000 shares; 2020Q3: 2,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $12K <0.01% 0 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 537 shares; 2020Q3: 200 shares; 2020Q4: 596 shares; 2021Q1: 148 shares 148 $11K <0.01% -448 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 140,994 shares; 2020Q4: 433 shares; 2021Q1: 294 shares 294 $11K <0.01% -139 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 68 shares 68 $11K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,795 shares; 2020Q3: 287 shares; 2020Q4: 70 shares; 2021Q1: 188 shares 188 $11K <0.01% +118 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 122 shares; 2020Q3: 122 shares; 2020Q4: 122 shares; 2021Q1: 125 shares 125 $11K <0.01% +3 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 168 shares; 2021Q1: 87 shares 87 $11K <0.01% -81 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 26 shares; 2020Q3: 26 shares; 2020Q4: 26 shares; 2021Q1: 26 shares 26 $11K <0.01% 0 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 261 shares; 2020Q3: 261 shares; 2020Q4: 261 shares; 2021Q1: 210 shares 210 $11K <0.01% -51 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 49 shares; 2020Q3: 49 shares; 2020Q4: 49 shares; 2021Q1: 49 shares 49 $11K <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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 18 shares; 2020Q3: 57 shares; 2020Q4: 57 shares; 2021Q1: 59 shares 59 $11K <0.01% +2 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 140 shares; 2020Q3: 140 shares; 2020Q4: 218 shares; 2021Q1: 183 shares 183 $11K <0.01% -35 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 16 shares; 2020Q4: 16 shares; 2021Q1: 31 shares 31 $11K <0.01% +15 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 55 shares; 2020Q4: 55 shares; 2021Q1: 55 shares 55 $11K <0.01% 0 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 250 shares; 2021Q1: 250 shares 250 $11K <0.01% 0 Timeline TLTD FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 61 shares; 2021Q1: 161 shares 161 $11K <0.01% +100 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 250 shares; 2021Q1: 250 shares 250 $11K <0.01% 0 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500 $11K <0.01% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 110 shares; 2020Q3: 110 shares; 2020Q4: 370 shares; 2021Q1: 370 shares 370 $11K <0.01% 0 Timeline RIGS ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 162 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 429 shares 429 $11K <0.01% new Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 309 shares; 2021Q1: 309 shares 309 $11K <0.01% 0 Timeline EKTAY ELEKTA B SHS UNSPONSORED ADR R More: the full row for ELEKTA B SHS UNSPONSORED ADR R Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 836 shares; 2020Q3: 836 shares; 2020Q4: 836 shares; 2021Q1: 836 shares 836 $11K <0.01% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 76 shares; 2021Q1: 41 shares 41 $10K <0.01% -35 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 80 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 56 shares 56 $10K <0.01% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 34 shares; 2020Q3: 34 shares; 2020Q4: 34 shares; 2021Q1: 13 shares 13 $10K <0.01% -21 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 11 shares; 2020Q4: 11 shares; 2021Q1: 24 shares 24 $10K <0.01% +13 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 916 shares; 2020Q4: 316 shares; 2021Q1: 317 shares 317 $10K <0.01% +1 Timeline BFAM BRIGHT HORIZONS FAM SOL IN D More: the full row for BRIGHT HORIZONS FAM SOL IN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 71 shares; 2020Q3: 59 shares; 2020Q4: 59 shares; 2021Q1: 59 shares 59 $10K <0.01% 0 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 178 shares; 2021Q1: 89 shares 89 $10K <0.01% -89 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 61 shares; 2020Q3: 61 shares; 2020Q4: 61 shares; 2021Q1: 64 shares 64 $10K <0.01% +3 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 664 shares; 2020Q4: 664 shares; 2021Q1: 664 shares 664 $10K <0.01% 0 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 15 shares; 2020Q3: not reported; 2020Q4: 118 shares; 2021Q1: 59 shares 59 $10K <0.01% -59 Timeline PRGO PERRIGO CO PLC More: the full row for PERRIGO CO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 236 shares; 2021Q1: 236 shares 236 $10K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 1,318 shares; 2020Q3: 1,318 shares; 2020Q4: 1,318 shares; 2021Q1: 1,318 shares 1,318 $10K <0.01% 0 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 200 shares 200 $10K <0.01% new Timeline GW PHARMACEUTICALS PLC GW PHARMACEUTICALS PLC More: the full row for GW PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 44 shares; 2020Q3: 44 shares; 2020Q4: 44 shares; 2021Q1: 44 shares 44 $10K <0.01% 0 SHELL MIDSTREAM PARTNERS L P SHELL MIDSTREAM PARTNERS L P More: the full row for SHELL MIDSTREAM PARTNERS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 778 shares; 2020Q3: 778 shares; 2020Q4: 778 shares; 2021Q1: 778 shares 778 $10K <0.01% 0 ENLAY ENEL SPA - UNSPON ADR More: the full row for ENEL SPA - UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 966 shares; 2021Q1: 966 shares 966 $10K <0.01% 0 Timeline CIHKY CHINA MERCHANTS BK CO LTD UNSP More: the full row for CHINA MERCHANTS BK CO LTD UNSP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 270 shares; 2020Q3: 270 shares; 2020Q4: 270 shares; 2021Q1: 270 shares 270 $10K <0.01% 0 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 101 shares; 2020Q3: 101 shares; 2020Q4: 105 shares; 2021Q1: 79 shares 79 $9K <0.01% -26 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 67 shares; 2020Q3: 67 shares; 2020Q4: 67 shares; 2021Q1: 67 shares 67 $9K <0.01% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 103 shares 103 $9K <0.01% new Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 292 shares; 2020Q3: 292 shares; 2020Q4: 598 shares; 2021Q1: 437 shares 437 $9K <0.01% -161 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 85 shares; 2020Q4: 85 shares; 2021Q1: 155 shares 155 $9K <0.01% +70 Timeline AWI ARMSTRONG WORLD INDS INC NEW More: the full row for ARMSTRONG WORLD INDS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 190 shares; 2021Q1: 95 shares 95 $9K <0.01% -95 Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 462 shares 462 $9K <0.01% new Timeline SONVY Sonova Holding AG Unsponsored More: the full row for Sonova Holding AG Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 164 shares; 2020Q3: 164 shares; 2020Q4: 164 shares; 2021Q1: 164 shares 164 $9K <0.01% 0 Timeline STERLING BANCORP DEL STERLING BANCORP DEL More: the full row for STERLING BANCORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 650 shares; 2021Q1: 400 shares 400 $9K <0.01% -250 JARDINE STRATEGIC HLDGS UNS… JARDINE STRATEGIC HLDGS UNSPON More: the full row for JARDINE STRATEGIC HLDGS UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 571 shares; 2020Q3: 571 shares; 2020Q4: 571 shares; 2021Q1: 571 shares 571 $9K <0.01% 0 PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 115 shares; 2020Q3: 117 shares; 2020Q4: 251 shares; 2021Q1: 134 shares 134 $8K <0.01% -117 Timeline CSANY COSAN S A More: the full row for COSAN S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 471 shares 471 $8K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 120 shares; 2020Q3: 120 shares; 2020Q4: 120 shares; 2021Q1: 120 shares 120 $8K <0.01% 0 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 118 shares; 2021Q1: 59 shares 59 $8K <0.01% -59 LIBERTY MEDIA CORP-LIBERTY-C LIBERTY MEDIA CORP-LIBERTY-C More: the full row for LIBERTY MEDIA CORP-LIBERTY-C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 368 shares; 2021Q1: 184 shares 184 $8K <0.01% -184 SHECY Shin-Etsu Chemical Co Ltd Unsp More: the full row for Shin-Etsu Chemical Co Ltd Unsp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 188 shares; 2021Q1: 188 shares 188 $8K <0.01% 0 Timeline CABGY CARLSBERG AS SPONSORED ADR CL More: the full row for CARLSBERG AS SPONSORED ADR CL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 258 shares; 2021Q1: 258 shares 258 $8K <0.01% 0 Timeline KPCPY KASIKORNBANK PUB CO LTD UNSPON More: the full row for KASIKORNBANK PUB CO LTD UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 455 shares; 2020Q3: 455 shares; 2020Q4: 455 shares; 2021Q1: 455 shares 455 $8K <0.01% 0 Timeline RECKITT BENCKISER-SPON AD RECKITT BENCKISER-SPON AD More: the full row for RECKITT BENCKISER-SPON AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 449 shares; 2021Q1: 449 shares 449 $8K <0.01% 0 COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 794 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 127 shares 127 $7K <0.01% new Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 7 shares; 2020Q3: 7 shares; 2020Q4: 7 shares; 2021Q1: 108 shares 108 $7K <0.01% +101 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 11 shares; 2020Q3: 11 shares; 2020Q4: 41 shares; 2021Q1: 11 shares 11 $7K <0.01% -30 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5 shares 5 $7K <0.01% new Timeline LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 178 shares; 2021Q1: 89 shares 89 $7K <0.01% -89 Timeline RKT ROCKET COS INC More: the full row for ROCKET COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 300 shares 300 $7K <0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 32 shares; 2020Q4: 32 shares; 2021Q1: 32 shares 32 $7K <0.01% 0 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 780 shares; 2020Q3: 780 shares; 2020Q4: 988 shares; 2021Q1: 277 shares 277 $7K <0.01% -711 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 64 shares; 2020Q4: 64 shares; 2021Q1: 98 shares 98 $7K <0.01% +34 Timeline UHS UNIVERSAL HLTH SVCS INC More: the full row for UNIVERSAL HLTH SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 50 shares; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 50 shares 50 $7K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 8 shares; 2020Q3: 8 shares; 2020Q4: 50 shares; 2021Q1: 21 shares 21 $7K <0.01% -29 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 75 shares; 2021Q1: 40 shares 40 $7K <0.01% -35 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 204 shares; 2020Q4: 81 shares; 2021Q1: 81 shares 81 $7K <0.01% 0 Timeline POST POST HLDGS INC More: the full row for POST HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 140 shares; 2021Q1: 70 shares 70 $7K <0.01% -70 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 18 shares; 2020Q3: 18 shares; 2020Q4: 124 shares; 2021Q1: 71 shares 71 $7K <0.01% -53 MATCH GROUP INC MATCH GROUP INC More: the full row for MATCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 32 shares; 2020Q4: 32 shares; 2021Q1: 53 shares 53 $7K <0.01% +21 IGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 128 shares 128 $7K <0.01% new Timeline ALLEGHANY CORP DEL ALLEGHANY CORP DEL More: the full row for ALLEGHANY CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 22 shares; 2021Q1: 11 shares 11 $7K <0.01% -11 ESLOY ESSILORLUXOTTICA AMERICAN DEPO More: the full row for ESSILORLUXOTTICA AMERICAN DEPO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 91 shares; 2021Q1: 91 shares 91 $7K <0.01% 0 Timeline Keyence Corp Keyence Corp More: the full row for Keyence Corp Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15 shares; 2021Q1: 15 shares 15 $7K <0.01% 0 BLACK KNIGHT INC COM BLACK KNIGHT INC COM More: the full row for BLACK KNIGHT INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 40 shares; 2020Q3: not reported; 2020Q4: 190 shares; 2021Q1: 95 shares 95 $7K <0.01% -95 BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 67 shares; 2020Q3: 19 shares; 2020Q4: 21 shares; 2021Q1: 22 shares 22 $6K <0.01% +1 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 220 shares; 2020Q3: 66 shares; 2020Q4: 66 shares; 2021Q1: 21 shares 21 $6K <0.01% -45 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 34 shares; 2020Q3: 9 shares; 2020Q4: 9 shares; 2021Q1: 5 shares 5 $6K <0.01% -4 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 51 shares; 2020Q4: 51 shares; 2021Q1: 100 shares 100 $6K <0.01% +49 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 75 shares 75 $6K <0.01% new Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 61 shares 61 $6K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 102 shares; 2020Q3: 102 shares; 2020Q4: 102 shares; 2021Q1: 102 shares 102 $6K <0.01% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 26 shares 26 $6K <0.01% new Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 180 shares; 2020Q3: 180 shares; 2020Q4: 180 shares; 2021Q1: 50 shares 50 $6K <0.01% -130 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 73 shares; 2020Q3: 73 shares; 2020Q4: 73 shares; 2021Q1: 73 shares 73 $6K <0.01% 0 TWENTY FIRST CENTY FOX INC TWENTY FIRST CENTY FOX INC More: the full row for TWENTY FIRST CENTY FOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 314 shares; 2021Q1: 157 shares 157 $6K <0.01% -157 AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 24 shares; 2021Q1: 26 shares 26 $6K <0.01% +2 RDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 136 shares 136 $6K <0.01% new Timeline SIERRA METALS INC SIERRA METALS INC More: the full row for SIERRA METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,000 shares 2,000 $6K <0.01% new SMC CORP ORDF SMC CORP ORDF More: the full row for SMC CORP ORDF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10 shares; 2021Q1: 10 shares 10 $6K <0.01% 0 CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 30 shares; 2020Q4: 30 shares; 2021Q1: 30 shares 30 $5K <0.01% 0 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 92 shares 92 $5K <0.01% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 3 shares; 2020Q3: 3 shares; 2020Q4: 18 shares; 2021Q1: 22 shares 22 $5K <0.01% +4 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 172 shares; 2020Q3: 156 shares; 2020Q4: 38 shares; 2021Q1: 26 shares 26 $5K <0.01% -12 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 314 shares; 2021Q1: 157 shares 157 $5K <0.01% -157 Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 54 shares; 2020Q3: 54 shares; 2020Q4: 54 shares; 2021Q1: 54 shares 54 $5K <0.01% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 24 shares 24 $5K <0.01% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 78 shares; 2021Q1: 39 shares 39 $5K <0.01% -39 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 83 shares; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares 83 $5K <0.01% 0 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 26 shares; 2021Q1: 13 shares 13 $5K <0.01% -13 Timeline PD PAGERDUTY INC More: the full row for PAGERDUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 95 shares; 2020Q3: 127 shares; 2020Q4: 127 shares; 2021Q1: 127 shares 127 $5K <0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: 137 shares; 2020Q3: 137 shares; 2020Q4: 137 shares; 2021Q1: 106 shares 106 $5K <0.01% -31 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 52 shares 52 $5K <0.01% new Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 106 shares; 2021Q1: 55 shares 55 $5K <0.01% -51 Timeline