AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 30,335 shares; 2020Q3: 107,271 shares; 2020Q4: 102,469 shares; 2021Q1: 112,477 shares; 2021Q2: 112,767 shares; 2021Q3: 56,056 shares; 2021Q4: 99,737 shares 99,737 $17.7M 3.11% +43,681 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 11,230 shares; 2020Q3: 12,664 shares; 2020Q4: 15,417 shares; 2021Q1: 24,431 shares; 2021Q2: 24,270 shares; 2021Q3: 19,177 shares; 2021Q4: 51,498 shares 51,498 $17.3M 3.04% +32,321 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 88,821 shares; 2021Q2: 100,021 shares; 2021Q3: 89,469 shares; 2021Q4: 151,148 shares 151,148 $12.2M 2.15% +61,679 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,406 shares; 2021Q2: 5,124 shares; 2021Q3: not reported; 2021Q4: 85,173 shares 85,173 $11M 1.94% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 20,106 shares; 2021Q2: 21,535 shares; 2021Q3: 15,671 shares; 2021Q4: 69,723 shares 69,723 $11M 1.93% +54,052 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 116,185 shares; 2020Q3: 115,280 shares; 2020Q4: 126,819 shares; 2021Q1: 140,081 shares; 2021Q2: 161,300 shares; 2021Q3: 172,098 shares; 2021Q4: 150,670 shares 150,670 $10.9M 1.92% -21,428 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 885 shares; 2020Q3: 1,044 shares; 2020Q4: 783 shares; 2021Q1: 582 shares; 2021Q2: 1,068 shares; 2021Q3: 3,267 shares; 2021Q4: 33,157 shares 33,157 $9.75M 1.71% +29,890 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,394 shares; 2021Q2: 4,723 shares; 2021Q3: 2,392 shares; 2021Q4: 66,836 shares 66,836 $9.62M 1.69% +64,444 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; 2020Q1: restricted; 2020Q2: 25,815 shares; 2020Q3: 24,933 shares; 2020Q4: 23,364 shares; 2021Q1: 44,555 shares; 2021Q2: 43,395 shares; 2021Q3: 42,507 shares; 2021Q4: 58,026 shares 58,026 $9.5M 1.67% +15,519 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 325,033 shares; 2020Q3: 312,873 shares; 2020Q4: 279,607 shares; 2021Q1: 51,115 shares; 2021Q2: 10,177 shares; 2021Q3: 4,516 shares; 2021Q4: 124,195 shares 124,195 $9.34M 1.64% +119,679 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 147,235 shares; 2020Q3: 151,858 shares; 2020Q4: 175,210 shares; 2021Q1: 196,266 shares; 2021Q2: 221,185 shares; 2021Q3: 233,527 shares; 2021Q4: 202,900 shares 202,900 $8.52M 1.5% -30,627 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 18,673 shares 18,673 $8.03M 1.41% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,623 shares 11,623 $7.73M 1.36% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20,195 shares 20,195 $7.73M 1.36% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 41,003 shares; 2020Q3: 38,774 shares; 2020Q4: 39,460 shares; 2021Q1: 59,991 shares; 2021Q2: 60,057 shares; 2021Q3: 21,410 shares; 2021Q4: 126,542 shares 126,542 $7.47M 1.31% +105,132 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 155,833 shares 155,833 $6.86M 1.21% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 580 shares; 2020Q4: 624 shares; 2021Q1: 594 shares; 2021Q2: 513 shares; 2021Q3: not reported; 2021Q4: 8,432 shares 8,432 $6.71M 1.18% new Timeline FLRN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 215,571 shares 215,571 $6.59M 1.16% new Timeline AGGY WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 126,320 shares 126,320 $6.53M 1.15% new 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; 2020Q1: restricted; 2020Q2: 9,943 shares; 2020Q3: 10,007 shares; 2020Q4: 9,925 shares; 2021Q1: 12,476 shares; 2021Q2: 12,283 shares; 2021Q3: 11,682 shares; 2021Q4: 11,467 shares 11,467 $6.51M 1.14% -215 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; 2020Q1: restricted; 2020Q2: 1,289 shares; 2020Q3: 1,761 shares; 2020Q4: 1,835 shares; 2021Q1: 2,807 shares; 2021Q2: 2,675 shares; 2021Q3: 1,168 shares; 2021Q4: 18,903 shares 18,903 $6.36M 1.12% +17,735 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 167,655 shares; 2021Q3: 167,655 shares; 2021Q4: 206,714 shares 206,714 $5.99M 1.05% +39,059 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 464 shares; 2021Q4: 9,142 shares 9,142 $5.93M 1.04% +8,678 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 81,234 shares 81,234 $5.75M 1.01% new Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 8,455 shares; 2020Q3: 9,279 shares; 2020Q4: not reported; 2021Q1: 37,817 shares; 2021Q2: 38,302 shares; 2021Q3: 37,952 shares; 2021Q4: 67,163 shares 67,163 $5.4M 0.95% +29,211 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 68,383 shares 68,383 $5.01M 0.88% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 654 shares; 2020Q3: 719 shares; 2020Q4: 805 shares; 2021Q1: 1,714 shares; 2021Q2: 1,698 shares; 2021Q3: 1,459 shares; 2021Q4: 1,701 shares 1,701 $4.93M 0.87% +242 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; 2020Q1: restricted; 2020Q2: 7,589 shares; 2020Q3: 8,269 shares; 2020Q4: 2,339 shares; 2021Q1: 27,146 shares; 2021Q2: 27,623 shares; 2021Q3: 27,553 shares; 2021Q4: 47,923 shares 47,923 $4.91M 0.86% +20,370 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 98,078 shares 98,078 $4.47M 0.79% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,425 shares; 2021Q2: 5,304 shares; 2021Q3: 5,042 shares; 2021Q4: 7,665 shares 7,665 $4.34M 0.76% +2,623 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 16,421 shares; 2021Q2: 15,116 shares; 2021Q3: 14,209 shares; 2021Q4: 21,236 shares 21,236 $3.96M 0.7% +7,027 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 16,886 shares; 2020Q3: 30,734 shares; 2020Q4: 33,547 shares; 2021Q1: 39,327 shares; 2021Q2: 34,647 shares; 2021Q3: 38,747 shares; 2021Q4: 38,731 shares 38,731 $3.93M 0.69% -16 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 31,573 shares; 2020Q3: 31,408 shares; 2020Q4: 32,040 shares; 2021Q1: 36,227 shares; 2021Q2: 36,379 shares; 2021Q3: 23,876 shares; 2021Q4: 21,894 shares 21,894 $3.8M 0.67% -1,982 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,544 shares 10,544 $3.71M 0.65% new 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; 2020Q1: restricted; 2020Q2: 97,199 shares; 2020Q3: 123,664 shares; 2020Q4: 358,405 shares; 2021Q1: 356,001 shares; 2021Q2: 348,090 shares; 2021Q3: 105,378 shares; 2021Q4: 233,289 shares 233,289 $3.7M 0.65% +127,911 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; 2020Q1: restricted; 2020Q2: 57,106 shares; 2020Q3: 57,102 shares; 2020Q4: 51,883 shares; 2021Q1: 56,799 shares; 2021Q2: 53,785 shares; 2021Q3: 38,460 shares; 2021Q4: 58,044 shares 58,044 $3.55M 0.62% +19,584 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 46,768 shares; 2021Q2: 49,933 shares; 2021Q3: 50,873 shares; 2021Q4: 90,042 shares 90,042 $3.5M 0.62% +39,169 Timeline ANNALY CAPITAL MANAGEMENT ANNALY CAPITAL MANAGEMENT More: the full row for ANNALY CAPITAL MANAGEMENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 220,975 shares; 2021Q3: 20,746 shares; 2021Q4: 446,726 shares 446,726 $3.49M 0.61% +425,980 TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 21,625 shares; 2021Q2: 20,586 shares; 2021Q3: 16,003 shares; 2021Q4: 26,797 shares 26,797 $3.46M 0.61% +10,794 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 59,263 shares; 2021Q2: 50,289 shares; 2021Q3: 42,393 shares; 2021Q4: 67,953 shares 67,953 $3.45M 0.61% +25,560 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 28,748 shares; 2021Q2: 30,000 shares; 2021Q3: 27,141 shares; 2021Q4: 56,242 shares 56,242 $3.45M 0.61% +29,101 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; 2020Q1: restricted; 2020Q2: 94,419 shares; 2020Q3: 114,254 shares; 2020Q4: 97,077 shares; 2021Q1: 88,128 shares; 2021Q2: 73,734 shares; 2021Q3: 67,989 shares; 2021Q4: 61,620 shares 61,620 $3.44M 0.6% -6,369 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; 2020Q1: restricted; 2020Q2: 40,421 shares; 2020Q3: 47,350 shares; 2020Q4: 50,284 shares; 2021Q1: 36,105 shares; 2021Q2: 36,900 shares; 2021Q3: 35,879 shares; 2021Q4: 30,487 shares 30,487 $3.42M 0.6% -5,392 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; 2020Q1: restricted; 2020Q2: 3,404 shares; 2020Q3: 5,233 shares; 2020Q4: 5,228 shares; 2021Q1: 9,702 shares; 2021Q2: 10,118 shares; 2021Q3: 4,006 shares; 2021Q4: 7,146 shares 7,146 $3.39M 0.6% +3,140 Timeline PERFICIENT INC PERFICIENT INC More: the full row for PERFICIENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 18,972 shares; 2021Q2: 18,863 shares; 2021Q3: 15,588 shares; 2021Q4: 25,278 shares 25,278 $3.27M 0.57% +9,690 DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 18,122 shares 18,122 $3.23M 0.57% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,702 shares; 2021Q2: 8,311 shares; 2021Q3: 7,636 shares; 2021Q4: 11,275 shares 11,275 $3.18M 0.56% +3,639 Timeline DIVO AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 35,246 shares; 2020Q3: 46,682 shares; 2020Q4: 50,924 shares; 2021Q1: 80,614 shares; 2021Q2: 84,000 shares; 2021Q3: 79,191 shares; 2021Q4: 83,111 shares 83,111 $3.17M 0.56% +3,920 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 220,962 shares; 2020Q3: 220,097 shares; 2020Q4: 220,342 shares; 2021Q1: 223,559 shares; 2021Q2: 223,525 shares; 2021Q3: 43,335 shares; 2021Q4: 176,430 shares 176,430 $3.13M 0.55% +133,095 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 351 shares; 2020Q3: 1,578 shares; 2020Q4: 1,539 shares; 2021Q1: 1,063 shares; 2021Q2: 1,027 shares; 2021Q3: 869 shares; 2021Q4: 2,957 shares 2,957 $3.12M 0.55% +2,088 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 2,587 shares; 2020Q4: 4,452 shares; 2021Q1: 16,418 shares; 2021Q2: 18,438 shares; 2021Q3: 17,876 shares; 2021Q4: 17,013 shares 17,013 $3.11M 0.55% -863 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; 2020Q1: restricted; 2020Q2: 4,166 shares; 2020Q3: 5,593 shares; 2020Q4: 5,741 shares; 2021Q1: 6,135 shares; 2021Q2: 6,831 shares; 2021Q3: 2,386 shares; 2021Q4: 11,922 shares 11,922 $3.08M 0.54% +9,536 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 26,950 shares 26,950 $2.93M 0.51% new Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,402 shares 4,402 $2.89M 0.51% new Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,684 shares 7,684 $2.76M 0.49% new 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; 2020Q1: restricted; 2020Q2: 27,798 shares; 2020Q3: 27,613 shares; 2020Q4: 27,196 shares; 2021Q1: 28,294 shares; 2021Q2: 25,808 shares; 2021Q3: 9,080 shares; 2021Q4: 6,527 shares 6,527 $2.71M 0.48% -2,553 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,585 shares 10,585 $2.69M 0.47% new Timeline QYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 120,727 shares 120,727 $2.68M 0.47% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 124,688 shares 124,688 $2.68M 0.47% new INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 119,758 shares 119,758 $2.61M 0.46% new EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 23,691 shares 23,691 $2.61M 0.46% new Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 112,144 shares 112,144 $2.6M 0.46% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 36,089 shares; 2021Q2: 38,536 shares; 2021Q3: 29,084 shares; 2021Q4: 50,613 shares 50,613 $2.6M 0.46% +21,529 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; 2020Q1: restricted; 2020Q2: 31,049 shares; 2020Q3: 32,201 shares; 2020Q4: 30,586 shares; 2021Q1: 32,957 shares; 2021Q2: 33,384 shares; 2021Q3: 32,957 shares; 2021Q4: 31,895 shares 31,895 $2.58M 0.45% -1,062 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,890 shares 7,890 $2.54M 0.45% new 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; 2020Q1: restricted; 2020Q2: 5,353 shares; 2020Q3: 5,041 shares; 2020Q4: 5,033 shares; 2021Q1: 7,530 shares; 2021Q2: 7,462 shares; 2021Q3: 3,123 shares; 2021Q4: 4,894 shares 4,894 $2.46M 0.43% +1,771 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 21,067 shares 21,067 $2.42M 0.43% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,000 shares; 2020Q3: 14,430 shares; 2020Q4: 14,430 shares; 2021Q1: 14,430 shares; 2021Q2: 11,430 shares; 2021Q3: 11,430 shares; 2021Q4: 11,430 shares 11,430 $2.42M 0.43% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 3,497 shares; 2020Q4: 2,501 shares; 2021Q1: 9,761 shares; 2021Q2: 10,104 shares; 2021Q3: 9,981 shares; 2021Q4: 16,337 shares 16,337 $2.4M 0.42% +6,356 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,824 shares; 2020Q3: 4,818 shares; 2020Q4: 5,172 shares; 2021Q1: 10,050 shares; 2021Q2: 8,791 shares; 2021Q3: 5,988 shares; 2021Q4: 5,983 shares 5,983 $2.38M 0.42% -5 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; 2020Q1: restricted; 2020Q2: 200,386 shares; 2020Q3: 177,603 shares; 2020Q4: 176,728 shares; 2021Q1: 164,580 shares; 2021Q2: 54,630 shares; 2021Q3: 41,544 shares; 2021Q4: 114,244 shares 114,244 $2.37M 0.42% +72,700 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,361 shares 7,361 $2.36M 0.42% new Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,739 shares 17,739 $2.33M 0.41% new Timeline LITHIUM AMERICAS CORP LITHIUM AMERICAS CORP More: the full row for LITHIUM AMERICAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 79,886 shares 79,886 $2.33M 0.41% new ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 50,630 shares 50,630 $2.22M 0.39% new Timeline AMRC AMERESCO INC More: the full row for AMERESCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 27,205 shares 27,205 $2.22M 0.39% new Timeline RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 18,740 shares 18,740 $2.21M 0.39% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 85,895 shares; 2020Q3: 84,062 shares; 2020Q4: 82,670 shares; 2021Q1: 62,930 shares; 2021Q2: 63,910 shares; 2021Q3: 25,537 shares; 2021Q4: 21,359 shares 21,359 $2.2M 0.39% -4,178 Timeline VRP INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 83,200 shares 83,200 $2.16M 0.38% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 15,536 shares 15,536 $2.15M 0.38% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 20,001 shares; 2020Q3: 20,087 shares; 2020Q4: 19,750 shares; 2021Q1: 13,135 shares; 2021Q2: 12,208 shares; 2021Q3: 11,397 shares; 2021Q4: 12,523 shares 12,523 $2.15M 0.38% +1,126 Timeline PCTY PAYLOCITY HLDG CORP More: the full row for PAYLOCITY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,938 shares 8,938 $2.11M 0.37% new Timeline ANGL VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 44,758 shares; 2021Q2: 43,799 shares; 2021Q3: 39,389 shares; 2021Q4: 62,545 shares 62,545 $2.06M 0.36% +23,156 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,191 shares; 2021Q1: 13,666 shares; 2021Q2: 14,124 shares; 2021Q3: 7,608 shares; 2021Q4: 17,986 shares 17,986 $2.06M 0.36% +10,378 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; 2020Q1: restricted; 2020Q2: 704 shares; 2020Q3: 822 shares; 2020Q4: 814 shares; 2021Q1: 874 shares; 2021Q2: 907 shares; 2021Q3: 742 shares; 2021Q4: 608 shares 608 $2.03M 0.36% -134 Timeline SJNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 74,053 shares 74,053 $2.01M 0.35% new Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 18,133 shares; 2020Q3: 18,011 shares; 2020Q4: 14,127 shares; 2021Q1: 14,281 shares; 2021Q2: 14,261 shares; 2021Q3: 3,210 shares; 2021Q4: 10,839 shares 10,839 $2M 0.35% +7,629 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,634 shares; 2021Q2: 2,560 shares; 2021Q3: 2,163 shares; 2021Q4: 3,503 shares 3,503 $1.98M 0.35% +1,340 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 25,727 shares; 2020Q3: 26,213 shares; 2020Q4: 26,106 shares; 2021Q1: 29,589 shares; 2021Q2: 29,688 shares; 2021Q3: 11,044 shares; 2021Q4: 11,432 shares 11,432 $1.96M 0.34% +388 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,303 shares; 2021Q2: 11,802 shares; 2021Q3: 10,902 shares; 2021Q4: 16,764 shares 16,764 $1.95M 0.34% +5,862 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 1,798 shares; 2020Q3: 3,145 shares; 2020Q4: 4,672 shares; 2021Q1: 5,332 shares; 2021Q2: 6,327 shares; 2021Q3: 7,439 shares; 2021Q4: 6,888 shares 6,888 $1.95M 0.34% -551 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; 2020Q1: restricted; 2020Q2: 13,157 shares; 2020Q3: 13,157 shares; 2020Q4: 13,157 shares; 2021Q1: 15,849 shares; 2021Q2: 15,849 shares; 2021Q3: 15,414 shares; 2021Q4: 17,026 shares 17,026 $1.94M 0.34% +1,612 Timeline SWAN AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,807 shares; 2020Q3: 20,478 shares; 2020Q4: 22,425 shares; 2021Q1: 55,190 shares; 2021Q2: 58,506 shares; 2021Q3: 54,009 shares; 2021Q4: 56,025 shares 56,025 $1.94M 0.34% +2,016 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; 2020Q1: restricted; 2020Q2: 20,791 shares; 2020Q3: 26,423 shares; 2020Q4: 32,466 shares; 2021Q1: 36,805 shares; 2021Q2: 39,303 shares; 2021Q3: 39,288 shares; 2021Q4: 37,727 shares 37,727 $1.93M 0.34% -1,561 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 759 shares; 2021Q3: 595 shares; 2021Q4: 2,989 shares 2,989 $1.92M 0.34% +2,394 Timeline GTM ZOOMINFO TECHNOLOGIES INC More: the full row for ZOOMINFO TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 29,935 shares 29,935 $1.92M 0.34% new Timeline AVTR AVANTOR INC More: the full row for AVANTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 45,589 shares 45,589 $1.92M 0.34% new Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,149 shares; 2021Q2: 11,809 shares; 2021Q3: 9,876 shares; 2021Q4: 16,840 shares 16,840 $1.92M 0.34% +6,964 Timeline RGEN REPLIGEN CORP More: the full row for REPLIGEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,089 shares 7,089 $1.88M 0.33% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 2,936 shares; 2020Q3: 2,696 shares; 2020Q4: 2,696 shares; 2021Q1: 7,607 shares; 2021Q2: 6,759 shares; 2021Q3: 6,033 shares; 2021Q4: 10,352 shares 10,352 $1.85M 0.33% +4,319 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 21,563 shares; 2021Q2: 22,118 shares; 2021Q3: 18,536 shares; 2021Q4: 29,741 shares 29,741 $1.84M 0.32% +11,205 Timeline 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; 2020Q1: restricted; 2020Q2: 4,035 shares; 2020Q3: 3,477 shares; 2020Q4: 3,406 shares; 2021Q1: 5,188 shares; 2021Q2: 5,487 shares; 2021Q3: 3,098 shares; 2021Q4: 3,534 shares 3,534 $1.83M 0.32% +436 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,155 shares; 2021Q1: 79,151 shares; 2021Q2: 82,555 shares; 2021Q3: 59,591 shares; 2021Q4: 62,284 shares 62,284 $1.8M 0.32% +2,693 Timeline CALLON PETROLEUM CORP CALLON PETROLEUM CORP More: the full row for CALLON PETROLEUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 37,143 shares 37,143 $1.75M 0.31% new 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; 2020Q1: restricted; 2020Q2: 4,026 shares; 2020Q3: 3,874 shares; 2020Q4: 3,568 shares; 2021Q1: 4,411 shares; 2021Q2: 4,867 shares; 2021Q3: 3,881 shares; 2021Q4: 5,707 shares 5,707 $1.71M 0.3% +1,826 Timeline FTS FORTIS INC More: the full row for FORTIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 25,799 shares; 2021Q2: 24,468 shares; 2021Q3: 22,292 shares; 2021Q4: 35,006 shares 35,006 $1.69M 0.3% +12,714 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 22,608 shares 22,608 $1.68M 0.3% new Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,955 shares 3,955 $1.64M 0.29% new Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,719 shares; 2020Q3: 13,255 shares; 2020Q4: 12,948 shares; 2021Q1: 22,755 shares; 2021Q2: 24,088 shares; 2021Q3: 13,765 shares; 2021Q4: 16,345 shares 16,345 $1.62M 0.29% +2,580 CVLG COVENANT LOGISTICS GROUP INC More: the full row for COVENANT LOGISTICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 106,293 shares; 2020Q3: 111,708 shares; 2020Q4: 111,708 shares; 2021Q1: 111,708 shares; 2021Q2: 111,708 shares; 2021Q3: 54,631 shares; 2021Q4: 61,261 shares 61,261 $1.62M 0.28% +6,630 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 11,252 shares; 2021Q2: 16,408 shares; 2021Q3: 14,419 shares; 2021Q4: 20,842 shares 20,842 $1.6M 0.28% +6,423 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 26,237 shares; 2021Q2: 25,209 shares; 2021Q3: 22,268 shares; 2021Q4: 34,826 shares 34,826 $1.58M 0.28% +12,558 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,130 shares 2,130 $1.53M 0.27% new NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 11,264 shares; 2020Q3: 11,467 shares; 2020Q4: 12,385 shares; 2021Q1: 12,517 shares; 2021Q2: 12,121 shares; 2021Q3: 11,503 shares; 2021Q4: 9,161 shares 9,161 $1.53M 0.27% -2,342 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,375 shares; 2020Q3: 3,321 shares; 2020Q4: 3,375 shares; 2021Q1: 7,239 shares; 2021Q2: 7,348 shares; 2021Q3: 4,553 shares; 2021Q4: 8,333 shares 8,333 $1.52M 0.27% +3,780 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 129,586 shares 129,586 $1.52M 0.27% new Timeline INVESCO BULLETSHARES 2025 CB INVESCO BULLETSHARES 2025 CB More: the full row for INVESCO BULLETSHARES 2025 CB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 68,814 shares 68,814 $1.51M 0.26% new VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,680 shares; 2021Q2: 6,936 shares; 2021Q3: 5,612 shares; 2021Q4: 9,981 shares 9,981 $1.5M 0.26% +4,369 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 12,902 shares 12,902 $1.49M 0.26% new Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 1,982 shares; 2020Q3: 3,644 shares; 2020Q4: 3,788 shares; 2021Q1: 3,282 shares; 2021Q2: 3,282 shares; 2021Q3: 8,670 shares; 2021Q4: 8,478 shares 8,478 $1.47M 0.26% -192 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 12,752 shares; 2020Q3: 12,752 shares; 2020Q4: 12,334 shares; 2021Q1: 12,125 shares; 2021Q2: 12,125 shares; 2021Q3: 13,266 shares; 2021Q4: 12,961 shares 12,961 $1.47M 0.26% -305 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; 2020Q1: restricted; 2020Q2: 19,260 shares; 2020Q3: 19,471 shares; 2020Q4: 19,295 shares; 2021Q1: 20,984 shares; 2021Q2: 21,432 shares; 2021Q3: 8,493 shares; 2021Q4: 9,216 shares 9,216 $1.46M 0.26% +723 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 20,398 shares; 2020Q3: 20,272 shares; 2020Q4: 20,095 shares; 2021Q1: 19,955 shares; 2021Q2: 19,763 shares; 2021Q3: 5,162 shares; 2021Q4: 3,160 shares 3,160 $1.45M 0.25% -2,002 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,608 shares 17,608 $1.43M 0.25% new Timeline CAJPY CANON INC-SPONS ADR More: the full row for CANON INC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 45,169 shares; 2021Q2: 44,447 shares; 2021Q3: 37,296 shares; 2021Q4: 57,464 shares 57,464 $1.4M 0.25% +20,168 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 53,953 shares 53,953 $1.36M 0.24% new LAZARD LTD-CLASS A LAZARD LTD-CLASS A More: the full row for LAZARD LTD-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 24,002 shares; 2021Q2: 23,285 shares; 2021Q3: 21,043 shares; 2021Q4: 31,169 shares 31,169 $1.36M 0.24% +10,126 NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 26,994 shares 26,994 $1.35M 0.24% 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; 2020Q1: restricted; 2020Q2: 5,231 shares; 2020Q3: 5,814 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 21,417 shares 21,417 $1.35M 0.24% new Timeline THRM GENTHERM INC More: the full row for GENTHERM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,803 shares; 2021Q2: 10,366 shares; 2021Q3: 9,705 shares; 2021Q4: 15,265 shares 15,265 $1.33M 0.23% +5,560 Timeline 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 33,804 shares; 2021Q2: 42,107 shares; 2021Q3: 41,113 shares; 2021Q4: 47,526 shares 47,526 $1.33M 0.23% +6,413 TDW TIDEWATER INC NEW More: the full row for TIDEWATER INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 121,020 shares 121,020 $1.3M 0.23% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 12,161 shares; 2020Q3: 14,717 shares; 2020Q4: 18,518 shares; 2021Q1: 22,884 shares; 2021Q2: 27,223 shares; 2021Q3: 26,583 shares; 2021Q4: 25,941 shares 25,941 $1.28M 0.23% -642 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 16,536 shares 16,536 $1.23M 0.22% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 13,291 shares; 2020Q3: 13,727 shares; 2020Q4: 13,681 shares; 2021Q1: 13,989 shares; 2021Q2: 14,075 shares; 2021Q3: 8,222 shares; 2021Q4: 7,777 shares 7,777 $1.21M 0.21% -445 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 23,776 shares 23,776 $1.2M 0.21% new 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; 2020Q1: restricted; 2020Q2: 44,557 shares; 2020Q3: 54,062 shares; 2020Q4: 39,008 shares; 2021Q1: 34,721 shares; 2021Q2: 32,079 shares; 2021Q3: 28,510 shares; 2021Q4: 28,779 shares 28,779 $1.19M 0.21% +269 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,838 shares; 2020Q3: 3,620 shares; 2020Q4: 3,706 shares; 2021Q1: 3,147 shares; 2021Q2: 2,895 shares; 2021Q3: 2,629 shares; 2021Q4: 2,409 shares 2,409 $1.15M 0.2% -220 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; 2020Q1: restricted; 2020Q2: 105,690 shares; 2020Q3: 105,653 shares; 2020Q4: 104,249 shares; 2021Q1: 111,229 shares; 2021Q2: 104,229 shares; 2021Q3: 36,476 shares; 2021Q4: 29,031 shares 29,031 $1.13M 0.2% -7,445 Timeline VLU SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,860 shares; 2021Q2: 9,068 shares; 2021Q3: not reported; 2021Q4: 7,205 shares 7,205 $1.12M 0.2% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 2,408 shares; 2020Q3: 2,408 shares; 2020Q4: 2,409 shares; 2021Q1: 2,409 shares; 2021Q2: 2,410 shares; 2021Q3: 2,410 shares; 2021Q4: 2,411 shares 2,411 $1.12M 0.2% +1 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; 2020Q1: restricted; 2020Q2: 62,573 shares; 2020Q3: 71,174 shares; 2020Q4: 47,298 shares; 2021Q1: 38,220 shares; 2021Q2: 34,053 shares; 2021Q3: 31,935 shares; 2021Q4: 30,101 shares 30,101 $1.1M 0.19% -1,834 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 39,782 shares; 2021Q2: 38,529 shares; 2021Q3: 35,310 shares; 2021Q4: 49,782 shares 49,782 $1.09M 0.19% +14,472 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 23,578 shares; 2020Q3: 21,608 shares; 2020Q4: 21,265 shares; 2021Q1: 19,723 shares; 2021Q2: 17,372 shares; 2021Q3: 16,293 shares; 2021Q4: 13,574 shares 13,574 $1.09M 0.19% -2,719 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,319 shares; 2021Q2: 10,882 shares; 2021Q3: 9,285 shares; 2021Q4: 14,989 shares 14,989 $1.08M 0.19% +5,704 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 66,957 shares; 2020Q3: 58,094 shares; 2020Q4: 57,470 shares; 2021Q1: 53,689 shares; 2021Q2: 49,739 shares; 2021Q3: 26,060 shares; 2021Q4: 27,478 shares 27,478 $1.07M 0.19% +1,418 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 7,841 shares; 2021Q2: 7,887 shares; 2021Q3: 7,219 shares; 2021Q4: 10,532 shares 10,532 $1.07M 0.19% +3,313 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; 2020Q1: restricted; 2020Q2: 20,012 shares; 2020Q3: 20,354 shares; 2020Q4: 19,406 shares; 2021Q1: 19,501 shares; 2021Q2: 19,468 shares; 2021Q3: 4,150 shares; 2021Q4: 3,221 shares 3,221 $1.06M 0.19% -929 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 91,387 shares; 2020Q3: 580,619 shares; 2020Q4: 174,519 shares; 2021Q1: 63,834 shares; 2021Q2: 56,563 shares; 2021Q3: 41,430 shares; 2021Q4: 36,535 shares 36,535 $1.06M 0.19% -4,895 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,438 shares 10,438 $1.06M 0.19% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 2,052 shares; 2020Q3: 2,756 shares; 2020Q4: 2,700 shares; 2021Q1: 3,856 shares; 2021Q2: 3,689 shares; 2021Q3: 2,957 shares; 2021Q4: 4,826 shares 4,826 $972K 0.17% +1,869 Timeline FBCG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 14,000 shares; 2021Q1: 28,000 shares; 2021Q2: 28,000 shares; 2021Q3: 28,000 shares; 2021Q4: 28,000 shares 28,000 $970K 0.17% 0 Timeline DJUL FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 32,562 shares; 2021Q4: 28,650 shares 28,650 $966K 0.17% -3,912 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 11,751 shares; 2021Q3: 18,260 shares; 2021Q4: 26,307 shares 26,307 $916K 0.16% +8,047 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; 2020Q1: restricted; 2020Q2: 5,774 shares; 2020Q3: 5,922 shares; 2020Q4: 5,885 shares; 2021Q1: 5,967 shares; 2021Q2: 5,937 shares; 2021Q3: 5,651 shares; 2021Q4: 5,384 shares 5,384 $899K 0.16% -267 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; 2020Q1: restricted; 2020Q2: 17,204 shares; 2020Q3: 5,385 shares; 2020Q4: 4,851 shares; 2021Q1: 5,302 shares; 2021Q2: 5,204 shares; 2021Q3: 4,749 shares; 2021Q4: 4,161 shares 4,161 $892K 0.16% -588 Timeline DAUG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 28,430 shares; 2021Q4: 25,165 shares 25,165 $889K 0.16% -3,265 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 921 shares; 2020Q4: 3,059 shares; 2021Q1: 3,436 shares; 2021Q2: 3,820 shares; 2021Q3: 2,837 shares; 2021Q4: 3,458 shares 3,458 $879K 0.15% +621 Timeline DSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 26,650 shares; 2021Q4: 24,305 shares 24,305 $805K 0.14% -2,345 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 12,098 shares; 2021Q3: 12,098 shares; 2021Q4: 12,098 shares 12,098 $802K 0.14% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,400 shares; 2020Q3: 5,136 shares; 2020Q4: 5,791 shares; 2021Q1: 6,530 shares; 2021Q2: 6,628 shares; 2021Q3: 4,303 shares; 2021Q4: 3,649 shares 3,649 $791K 0.14% -654 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,970 shares; 2021Q2: 1,997 shares; 2021Q3: 1,912 shares; 2021Q4: 3,090 shares 3,090 $787K 0.14% +1,178 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,175 shares; 2020Q3: 3,303 shares; 2020Q4: 3,623 shares; 2021Q1: 6,124 shares; 2021Q2: 6,063 shares; 2021Q3: 3,622 shares; 2021Q4: 5,397 shares 5,397 $781K 0.14% +1,775 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,198 shares; 2021Q2: 4,141 shares; 2021Q3: 3,976 shares; 2021Q4: 5,653 shares 5,653 $770K 0.14% +1,677 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 949 shares; 2020Q3: 940 shares; 2020Q4: 902 shares; 2021Q1: 963 shares; 2021Q2: 951 shares; 2021Q3: 219 shares; 2021Q4: 265 shares 265 $767K 0.13% +46 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,823 shares; 2020Q3: 3,823 shares; 2020Q4: 7,646 shares; 2021Q1: 7,500 shares; 2021Q2: 7,500 shares; 2021Q3: 7,500 shares; 2021Q4: 7,500 shares 7,500 $725K 0.13% 0 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; 2020Q1: restricted; 2020Q2: 15,073 shares; 2020Q3: 15,318 shares; 2020Q4: 15,305 shares; 2021Q1: 15,709 shares; 2021Q2: 15,971 shares; 2021Q3: 5,237 shares; 2021Q4: 4,356 shares 4,356 $713K 0.13% -881 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,175 shares 4,175 $708K 0.12% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 1,696 shares; 2020Q3: 1,588 shares; 2020Q4: 1,575 shares; 2021Q1: 1,575 shares; 2021Q2: 1,550 shares; 2021Q3: 1,500 shares; 2021Q4: 1,500 shares 1,500 $695K 0.12% 0 Timeline STERICYCLE INC STERICYCLE INC More: the full row for STERICYCLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,086 shares; 2021Q2: 10,034 shares; 2021Q3: 8,547 shares; 2021Q4: 11,620 shares 11,620 $693K 0.12% +3,073 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; 2020Q1: restricted; 2020Q2: 15,314 shares; 2020Q3: 16,282 shares; 2020Q4: 12,721 shares; 2021Q1: 17,601 shares; 2021Q2: 17,572 shares; 2021Q3: 13,708 shares; 2021Q4: 15,138 shares 15,138 $673K 0.12% +1,430 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,205 shares; 2021Q2: 3,282 shares; 2021Q3: 2,900 shares; 2021Q4: 6,182 shares 6,182 $670K 0.12% +3,282 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,719 shares; 2021Q2: 4,869 shares; 2021Q3: 4,391 shares; 2021Q4: 6,352 shares 6,352 $652K 0.11% +1,961 Timeline XLP 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; 2020Q1: restricted; 2020Q2: 16,014 shares; 2020Q3: 15,057 shares; 2020Q4: 14,213 shares; 2021Q1: 11,220 shares; 2021Q2: 11,341 shares; 2021Q3: 8,342 shares; 2021Q4: 8,430 shares 8,430 $650K 0.11% +88 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 6,494 shares; 2020Q3: 6,494 shares; 2020Q4: 5,134 shares; 2021Q1: 5,099 shares; 2021Q2: 5,099 shares; 2021Q3: 2,942 shares; 2021Q4: 2,675 shares 2,675 $650K 0.11% -267 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; 2020Q1: restricted; 2020Q2: 46,087 shares; 2020Q3: 46,402 shares; 2020Q4: 46,874 shares; 2021Q1: 48,991 shares; 2021Q2: 48,680 shares; 2021Q3: 11,532 shares; 2021Q4: 10,041 shares 10,041 $636K 0.11% -1,491 Timeline SBSW SIBANYE STILLWATER LTD More: the full row for SIBANYE STILLWATER LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 31,551 shares; 2021Q2: 31,551 shares; 2021Q3: 29,995 shares; 2021Q4: 49,527 shares 49,527 $621K 0.11% +19,532 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; 2020Q1: restricted; 2020Q2: 28,047 shares; 2020Q3: 28,197 shares; 2020Q4: 28,231 shares; 2021Q1: 28,853 shares; 2021Q2: 29,282 shares; 2021Q3: 7,640 shares; 2021Q4: 10,448 shares 10,448 $612K 0.11% +2,808 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; 2020Q1: restricted; 2020Q2: 43,015 shares; 2020Q3: 43,925 shares; 2020Q4: 43,060 shares; 2021Q1: 74,993 shares; 2021Q2: 31,990 shares; 2021Q3: 8,446 shares; 2021Q4: 10,325 shares 10,325 $611K 0.11% +1,879 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,006 shares 7,006 $610K 0.11% 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; 2020Q1: restricted; 2020Q2: 2,208 shares; 2020Q3: 2,434 shares; 2020Q4: 2,356 shares; 2021Q1: 2,414 shares; 2021Q2: 2,344 shares; 2021Q3: 2,125 shares; 2021Q4: 1,059 shares 1,059 $601K 0.11% -1,066 Timeline DFSD DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,852 shares 11,852 $593K 0.1% new Timeline SLYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 8,654 shares; 2020Q3: 10,121 shares; 2020Q4: 9,706 shares; 2021Q1: 8,819 shares; 2021Q2: 8,062 shares; 2021Q3: 7,366 shares; 2021Q4: 6,979 shares 6,979 $591K 0.1% -387 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 4,460 shares; 2020Q4: 4,348 shares; 2021Q1: 11,608 shares; 2021Q2: 12,887 shares; 2021Q3: 11,964 shares; 2021Q4: 9,164 shares 9,164 $587K 0.1% -2,800 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,317 shares; 2020Q3: 3,324 shares; 2020Q4: 2,781 shares; 2021Q1: 2,438 shares; 2021Q2: 2,044 shares; 2021Q3: 1,682 shares; 2021Q4: 963 shares 963 $580K 0.1% -719 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 6,616 shares; 2020Q3: 5,770 shares; 2020Q4: 4,649 shares; 2021Q1: 5,646 shares; 2021Q2: 7,199 shares; 2021Q3: 2,978 shares; 2021Q4: 4,913 shares 4,913 $576K 0.1% +1,935 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 5,333 shares; 2020Q3: 5,019 shares; 2020Q4: 10,124 shares; 2021Q1: 9,515 shares; 2021Q2: 9,387 shares; 2021Q3: 9,126 shares; 2021Q4: 6,193 shares 6,193 $575K 0.1% -2,933 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 1,556 shares; 2020Q4: 1,559 shares; 2021Q1: 2,751 shares; 2021Q2: 2,579 shares; 2021Q3: 2,094 shares; 2021Q4: 3,048 shares 3,048 $574K 0.1% +954 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 9,989 shares; 2020Q3: 11,684 shares; 2020Q4: 10,963 shares; 2021Q1: 9,924 shares; 2021Q2: 9,052 shares; 2021Q3: 8,546 shares; 2021Q4: 8,012 shares 8,012 $570K 0.1% -534 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,829 shares; 2021Q2: 1,774 shares; 2021Q3: 1,434 shares; 2021Q4: 2,201 shares 2,201 $554K 0.1% +767 Timeline DOG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 18,699 shares; 2021Q4: 17,293 shares 17,293 $548K 0.1% -1,406 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,122 shares 4,122 $546K 0.1% new Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 18,691 shares; 2020Q3: 18,281 shares; 2020Q4: 17,621 shares; 2021Q1: 17,321 shares; 2021Q2: 17,171 shares; 2021Q3: 3,445 shares; 2021Q4: 2,800 shares 2,800 $544K 0.1% -645 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 10,695 shares; 2020Q3: 10,616 shares; 2020Q4: 9,997 shares; 2021Q1: 10,075 shares; 2021Q2: 10,027 shares; 2021Q3: 2,569 shares; 2021Q4: 3,052 shares 3,052 $542K 0.1% +483 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; 2020Q1: restricted; 2020Q2: 2,417 shares; 2020Q3: 2,738 shares; 2020Q4: 10,820 shares; 2021Q1: 27,844 shares; 2021Q2: 10,684 shares; 2021Q3: 10,190 shares; 2021Q4: 5,776 shares 5,776 $539K 0.09% -4,414 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 23,645 shares; 2020Q3: 23,545 shares; 2020Q4: 23,245 shares; 2021Q1: 22,580 shares; 2021Q2: 22,580 shares; 2021Q3: 4,559 shares; 2021Q4: 2,959 shares 2,959 $537K 0.09% -1,600 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,188 shares; 2021Q2: 1,188 shares; 2021Q3: 1,188 shares; 2021Q4: 2,366 shares 2,366 $523K 0.09% +1,178 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,748 shares; 2020Q3: 3,748 shares; 2020Q4: 14,804 shares; 2021Q1: 14,804 shares; 2021Q2: 14,804 shares; 2021Q3: 7,312 shares; 2021Q4: 6,112 shares 6,112 $513K 0.09% -1,200 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 12,381 shares; 2020Q3: 13,150 shares; 2020Q4: 13,517 shares; 2021Q1: 14,464 shares; 2021Q2: 15,342 shares; 2021Q3: 7,288 shares; 2021Q4: 7,088 shares 7,088 $507K 0.09% -200 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; 2020Q1: restricted; 2020Q2: 5,045 shares; 2020Q3: 5,124 shares; 2020Q4: 13,517 shares; 2021Q1: 13,177 shares; 2021Q2: 13,073 shares; 2021Q3: 4,628 shares; 2021Q4: 5,253 shares 5,253 $499K 0.09% +625 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,267 shares; 2020Q3: 4,355 shares; 2020Q4: 4,269 shares; 2021Q1: 4,296 shares; 2021Q2: 4,258 shares; 2021Q3: 747 shares; 2021Q4: 739 shares 739 $493K 0.09% -8 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,012 shares; 2021Q2: 1,012 shares; 2021Q3: 1,012 shares; 2021Q4: 1,841 shares 1,841 $492K 0.09% +829 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,835 shares; 2021Q2: 6,750 shares; 2021Q3: not reported; 2021Q4: 5,878 shares 5,878 $488K 0.09% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,779 shares; 2020Q3: 5,206 shares; 2020Q4: 5,523 shares; 2021Q1: 7,804 shares; 2021Q2: 7,958 shares; 2021Q3: 3,443 shares; 2021Q4: 6,367 shares 6,367 $488K 0.09% +2,924 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; 2020Q1: restricted; 2020Q2: 30,765 shares; 2020Q3: 30,796 shares; 2020Q4: 30,593 shares; 2021Q1: 29,829 shares; 2021Q2: 29,772 shares; 2021Q3: 7,964 shares; 2021Q4: 7,064 shares 7,064 $468K 0.08% -900 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 892 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,280 shares; 2021Q2: 1,179 shares; 2021Q3: not reported; 2021Q4: 1,180 shares 1,180 $462K 0.08% new 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; 2020Q1: restricted; 2020Q2: 2,200 shares; 2020Q3: 2,373 shares; 2020Q4: 1,852 shares; 2021Q1: 3,341 shares; 2021Q2: 3,590 shares; 2021Q3: 1,237 shares; 2021Q4: 2,168 shares 2,168 $462K 0.08% +931 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,775 shares; 2020Q3: 3,811 shares; 2020Q4: 4,124 shares; 2021Q1: 6,418 shares; 2021Q2: 7,124 shares; 2021Q3: 2,960 shares; 2021Q4: 3,270 shares 3,270 $460K 0.08% +310 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,200 shares 9,200 $452K 0.08% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,772 shares; 2021Q3: not reported; 2021Q4: 2,567 shares 2,567 $432K 0.08% new Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 9,930 shares; 2020Q3: 9,904 shares; 2020Q4: 9,910 shares; 2021Q1: 12,585 shares; 2021Q2: 12,944 shares; 2021Q3: 9,587 shares; 2021Q4: 9,664 shares 9,664 $419K 0.07% +77 C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,212 shares; 2021Q3: 6,596 shares; 2021Q4: 6,867 shares 6,867 $415K 0.07% +271 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 29,604 shares; 2020Q3: 34,357 shares; 2020Q4: not reported; 2021Q1: 25,653 shares; 2021Q2: 15,204 shares; 2021Q3: 22,234 shares; 2021Q4: 19,782 shares 19,782 $413K 0.07% -2,452 Timeline HZO MARINEMAX INC More: the full row for MARINEMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,900 shares; 2021Q2: 6,900 shares; 2021Q3: 6,900 shares; 2021Q4: 6,900 shares 6,900 $407K 0.07% 0 Timeline GSIG 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,134 shares 8,134 $403K 0.07% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,530 shares 6,530 $391K 0.07% new Timeline ARCB ARCBEST CORP More: the full row for ARCBEST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 3,250 shares; 2021Q4: 3,250 shares 3,250 $390K 0.07% 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; 2020Q1: restricted; 2020Q2: 13,976 shares; 2020Q3: 13,632 shares; 2020Q4: 13,643 shares; 2021Q1: 13,804 shares; 2021Q2: 14,097 shares; 2021Q3: 2,531 shares; 2021Q4: 2,833 shares 2,833 $384K 0.07% +302 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; 2020Q1: restricted; 2020Q2: 13,337 shares; 2020Q3: 12,917 shares; 2020Q4: 13,185 shares; 2021Q1: 13,543 shares; 2021Q2: 14,141 shares; 2021Q3: 3,449 shares; 2021Q4: 3,626 shares 3,626 $380K 0.07% +177 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,167 shares; 2021Q2: 5,819 shares; 2021Q3: not reported; 2021Q4: 5,699 shares 5,699 $379K 0.07% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 5,261 shares; 2020Q3: 5,261 shares; 2020Q4: 5,140 shares; 2021Q1: 5,217 shares; 2021Q2: 5,248 shares; 2021Q3: 1,110 shares; 2021Q4: 1,031 shares 1,031 $375K 0.07% -79 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 12,530 shares 12,530 $371K 0.07% new Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 67,552 shares; 2020Q3: 27,956 shares; 2020Q4: not reported; 2021Q1: 48,897 shares; 2021Q2: 39,485 shares; 2021Q3: 17,834 shares; 2021Q4: 27,055 shares 27,055 $368K 0.06% +9,221 RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 3,974 shares; 2020Q4: 3,665 shares; 2021Q1: 5,011 shares; 2021Q2: 5,010 shares; 2021Q3: 3,207 shares; 2021Q4: 4,241 shares 4,241 $365K 0.06% +1,034 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 672 shares 672 $362K 0.06% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 26,626 shares; 2020Q3: 26,626 shares; 2020Q4: 26,124 shares; 2021Q1: 22,246 shares; 2021Q2: 22,246 shares; 2021Q3: 4,412 shares; 2021Q4: 4,458 shares 4,458 $361K 0.06% +46 Timeline GSST 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 7,159 shares 7,159 $361K 0.06% new 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; 2020Q1: restricted; 2020Q2: 9,627 shares; 2020Q3: 9,396 shares; 2020Q4: 8,200 shares; 2021Q1: 8,823 shares; 2021Q2: 8,667 shares; 2021Q3: 5,585 shares; 2021Q4: 5,780 shares 5,780 $360K 0.06% +195 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,366 shares; 2021Q2: 3,305 shares; 2021Q3: not reported; 2021Q4: 3,101 shares 3,101 $360K 0.06% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,849 shares; 2021Q2: 6,994 shares; 2021Q3: 6,339 shares; 2021Q4: 6,455 shares 6,455 $358K 0.06% +116 Timeline HUSV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,961 shares; 2021Q3: 10,596 shares; 2021Q4: 9,985 shares 9,985 $358K 0.06% -611 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,979 shares; 2021Q3: 2,651 shares; 2021Q4: 3,146 shares 3,146 $352K 0.06% +495 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,922 shares; 2020Q3: 4,982 shares; 2020Q4: 4,973 shares; 2021Q1: 5,356 shares; 2021Q2: 5,359 shares; 2021Q3: 1,414 shares; 2021Q4: 1,310 shares 1,310 $351K 0.06% -104 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 3,223 shares; 2020Q4: 3,284 shares; 2021Q1: 3,503 shares; 2021Q2: 2,691 shares; 2021Q3: not reported; 2021Q4: 2,915 shares 2,915 $351K 0.06% new Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,219 shares; 2021Q2: 3,219 shares; 2021Q3: 3,219 shares; 2021Q4: 4,854 shares 4,854 $351K 0.06% +1,635 Timeline WRLD WORLD ACCEP CORPORATION More: the full row for WORLD ACCEP CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,289 shares; 2020Q3: 14,974 shares; 2020Q4: 14,954 shares; 2021Q1: 13,254 shares; 2021Q2: 13,219 shares; 2021Q3: 2,715 shares; 2021Q4: 1,404 shares 1,404 $345K 0.06% -1,311 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,282 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,689 shares 3,689 $342K 0.06% new Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 7,641 shares; 2020Q3: not reported; 2020Q4: 7,795 shares; 2021Q1: 8,420 shares; 2021Q2: 8,285 shares; 2021Q3: 9,984 shares; 2021Q4: 8,691 shares 8,691 $340K 0.06% -1,293 Timeline CCOR LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 10,836 shares; 2021Q4: 10,836 shares 10,836 $338K 0.06% 0 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 4,512 shares; 2020Q3: 4,899 shares; 2020Q4: 4,922 shares; 2021Q1: 8,124 shares; 2021Q2: 7,595 shares; 2021Q3: 2,711 shares; 2021Q4: 2,522 shares 2,522 $337K 0.06% -189 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,818 shares 3,818 $333K 0.06% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 5,243 shares; 2020Q4: 5,222 shares; 2021Q1: 4,876 shares; 2021Q2: 4,796 shares; 2021Q3: 4,796 shares; 2021Q4: 4,709 shares 4,709 $330K 0.06% -87 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,907 shares; 2021Q2: 2,194 shares; 2021Q3: 1,848 shares; 2021Q4: 2,455 shares 2,455 $324K 0.06% +607 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; 2020Q1: restricted; 2020Q2: 19,519 shares; 2020Q3: 19,821 shares; 2020Q4: 18,798 shares; 2021Q1: 19,290 shares; 2021Q2: 21,408 shares; 2021Q3: 5,474 shares; 2021Q4: 6,187 shares 6,187 $321K 0.06% +713 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,104 shares; 2021Q2: 1,098 shares; 2021Q3: not reported; 2021Q4: 1,139 shares 1,139 $315K 0.06% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 28,744 shares; 2020Q3: 26,944 shares; 2020Q4: 26,924 shares; 2021Q1: 27,361 shares; 2021Q2: 27,361 shares; 2021Q3: 7,435 shares; 2021Q4: 5,525 shares 5,525 $308K 0.05% -1,910 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,693 shares 2,693 $307K 0.05% new Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,528 shares; 2021Q2: 4,496 shares; 2021Q3: not reported; 2021Q4: 3,970 shares 3,970 $304K 0.05% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 1,593 shares; 2020Q3: 1,797 shares; 2020Q4: 1,797 shares; 2021Q1: 2,039 shares; 2021Q2: 2,125 shares; 2021Q3: 1,844 shares; 2021Q4: 1,458 shares 1,458 $301K 0.05% -386 Timeline GIGB 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,544 shares 5,544 $300K 0.05% new Timeline SUMMIT MIDSTREAM PARTNERS LP SUMMIT MIDSTREAM PARTNERS LP More: the full row for SUMMIT MIDSTREAM PARTNERS LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 13,500 shares 13,500 $300K 0.05% new VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,780 shares; 2021Q2: 2,885 shares; 2021Q3: not reported; 2021Q4: 2,722 shares 2,722 $298K 0.05% new Timeline 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; 2020Q1: restricted; 2020Q2: 5,265 shares; 2020Q3: 5,529 shares; 2020Q4: 5,379 shares; 2021Q1: 5,308 shares; 2021Q2: 5,308 shares; 2021Q3: 5,308 shares; 2021Q4: 5,244 shares 5,244 $296K 0.05% -64 Timeline XLY 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; 2020Q1: restricted; 2020Q2: 4,599 shares; 2020Q3: 4,630 shares; 2020Q4: 4,011 shares; 2021Q1: 3,864 shares; 2021Q2: 3,540 shares; 2021Q3: 2,641 shares; 2021Q4: 1,438 shares 1,438 $294K 0.05% -1,203 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,318 shares; 2021Q2: 1,318 shares; 2021Q3: not reported; 2021Q4: 1,195 shares 1,195 $292K 0.05% new Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 29,095 shares; 2020Q3: 2,831 shares; 2020Q4: 2,771 shares; 2021Q1: 2,500 shares; 2021Q2: 3,088 shares; 2021Q3: 1,074 shares; 2021Q4: 1,245 shares 1,245 $291K 0.05% +171 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,429 shares; 2021Q2: 2,429 shares; 2021Q3: 2,429 shares; 2021Q4: 2,354 shares 2,354 $288K 0.05% -75 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 798 shares; 2021Q1: 1,378 shares; 2021Q2: 1,369 shares; 2021Q3: 1,186 shares; 2021Q4: 835 shares 835 $286K 0.05% -351 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,408 shares; 2021Q2: 1,308 shares; 2021Q3: 1,308 shares; 2021Q4: 1,694 shares 1,694 $281K 0.05% +386 Timeline GTIP 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,785 shares 4,785 $280K 0.05% new Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 5,925 shares; 2020Q3: 5,725 shares; 2020Q4: 5,725 shares; 2021Q1: 6,256 shares; 2021Q2: 6,256 shares; 2021Q3: not reported; 2021Q4: 3,956 shares 3,956 $278K 0.05% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,355 shares; 2021Q3: not reported; 2021Q4: 3,814 shares 3,814 $277K 0.05% new Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,400 shares 4,400 $275K 0.05% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 51,540 shares; 2020Q3: 51,174 shares; 2020Q4: 47,691 shares; 2021Q1: 23,104 shares; 2021Q2: 12,775 shares; 2021Q3: 9,844 shares; 2021Q4: 5,320 shares 5,320 $274K 0.05% -4,524 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 492 shares 492 $274K 0.05% new Timeline CZA 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,993 shares; 2021Q1: 2,993 shares; 2021Q2: 2,837 shares; 2021Q3: 2,837 shares; 2021Q4: 2,801 shares 2,801 $269K 0.05% -36 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 4,576 shares; 2020Q4: 4,674 shares; 2021Q1: 2,689 shares; 2021Q2: 2,509 shares; 2021Q3: 2,288 shares; 2021Q4: 2,580 shares 2,580 $267K 0.05% +292 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 624 shares; 2021Q1: 608 shares; 2021Q2: 2,929 shares; 2021Q3: not reported; 2021Q4: 3,706 shares 3,706 $267K 0.05% new USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 5,180 shares; 2020Q4: 5,625 shares; 2021Q1: 5,612 shares; 2021Q2: 5,145 shares; 2021Q3: 5,145 shares; 2021Q4: 4,447 shares 4,447 $266K 0.05% -698 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,657 shares; 2021Q2: 4,366 shares; 2021Q3: 5,082 shares; 2021Q4: 3,751 shares 3,751 $266K 0.05% -1,331 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,309 shares; 2021Q2: 2,996 shares; 2021Q3: not reported; 2021Q4: 3,052 shares 3,052 $266K 0.05% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 176 shares; 2021Q1: 176 shares; 2021Q2: 168 shares; 2021Q3: not reported; 2021Q4: 157 shares 157 $266K 0.05% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 2,640 shares; 2020Q3: 2,627 shares; 2020Q4: 2,607 shares; 2021Q1: 2,534 shares; 2021Q2: 1,280 shares; 2021Q3: 1,262 shares; 2021Q4: 1,232 shares 1,232 $260K 0.05% -30 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,029 shares 4,029 $258K 0.05% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 918 shares; 2020Q4: 1,062 shares; 2021Q1: 1,115 shares; 2021Q2: 1,237 shares; 2021Q3: 1,054 shares; 2021Q4: 714 shares 714 $257K 0.05% -340 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 901 shares; 2020Q4: 906 shares; 2021Q1: 914 shares; 2021Q2: 680 shares; 2021Q3: not reported; 2021Q4: 618 shares 618 $256K 0.04% new Timeline Barclays Bank PLC Barclays Bank PLC More: the full row for Barclays Bank PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 16,137 shares; 2021Q4: 13,761 shares 13,761 $255K 0.04% -2,376 DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 1,152 shares; 2020Q4: 1,188 shares; 2021Q1: 1,732 shares; 2021Q2: 1,799 shares; 2021Q3: 2,083 shares; 2021Q4: 1,665 shares 1,665 $254K 0.04% -418 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 7,166 shares; 2020Q3: 6,513 shares; 2020Q4: 6,819 shares; 2021Q1: 7,370 shares; 2021Q2: 7,361 shares; 2021Q3: not reported; 2021Q4: 3,693 shares 3,693 $253K 0.04% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 691 shares; 2021Q2: 718 shares; 2021Q3: 702 shares; 2021Q4: 864 shares 864 $253K 0.04% +162 Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,707 shares; 2021Q2: 2,863 shares; 2021Q3: not reported; 2021Q4: 2,638 shares 2,638 $253K 0.04% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,549 shares 8,549 $253K 0.04% new Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 10,422 shares; 2020Q3: 10,177 shares; 2020Q4: 9,404 shares; 2021Q1: 11,240 shares; 2021Q2: 10,049 shares; 2021Q3: 5,289 shares; 2021Q4: 5,704 shares 5,704 $252K 0.04% +415 DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,970 shares 11,970 $249K 0.04% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 7,188 shares; 2021Q4: 6,909 shares 6,909 $247K 0.04% -279 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 4,316 shares; 2021Q4: 2,563 shares 2,563 $242K 0.04% -1,753 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 19,947 shares; 2020Q3: 20,150 shares; 2020Q4: 17,958 shares; 2021Q1: 18,447 shares; 2021Q2: 18,298 shares; 2021Q3: not reported; 2021Q4: 1,383 shares 1,383 $240K 0.04% 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 941 shares; 2021Q2: 942 shares; 2021Q3: not reported; 2021Q4: 1,058 shares 1,058 $239K 0.04% new Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,730 shares 4,730 $238K 0.04% new Timeline INDEPENDENT BANK GROUP INC INDEPENDENT BANK GROUP INC More: the full row for INDEPENDENT BANK GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,300 shares 3,300 $238K 0.04% new WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,530 shares 5,530 $237K 0.04% new Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,669 shares 2,669 $233K 0.04% new Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,539 shares; 2021Q2: 6,720 shares; 2021Q3: not reported; 2021Q4: 4,480 shares 4,480 $232K 0.04% new 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; 2020Q1: restricted; 2020Q2: 1,962 shares; 2020Q3: 2,281 shares; 2020Q4: 2,210 shares; 2021Q1: 1,668 shares; 2021Q2: 1,650 shares; 2021Q3: 1,421 shares; 2021Q4: 1,230 shares 1,230 $232K 0.04% -191 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; 2020Q1: restricted; 2020Q2: 83,862 shares; 2020Q3: 70,001 shares; 2020Q4: 65,217 shares; 2021Q1: 69,557 shares; 2021Q2: 65,182 shares; 2021Q3: 23,465 shares; 2021Q4: 9,384 shares 9,384 $231K 0.04% -14,081 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; 2020Q1: restricted; 2020Q2: 549 shares; 2020Q3: 588 shares; 2020Q4: 608 shares; 2021Q1: 687 shares; 2021Q2: 684 shares; 2021Q3: 680 shares; 2021Q4: 649 shares 649 $231K 0.04% -31 Timeline ETF MANG ETHO CLIMATE LED… ETF MANG ETHO CLIMATE LEDRSHP U… More: the full row for ETF MANG ETHO CLIMATE LEDRSHP US ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 4,712 shares; 2020Q4: 4,712 shares; 2021Q1: 4,885 shares; 2021Q2: 4,891 shares; 2021Q3: 4,994 shares; 2021Q4: 3,581 shares 3,581 $231K 0.04% -1,413 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; 2020Q1: restricted; 2020Q2: 2,385 shares; 2020Q3: 2,666 shares; 2020Q4: 2,809 shares; 2021Q1: 898 shares; 2021Q2: 961 shares; 2021Q3: not reported; 2021Q4: 786 shares 786 $230K 0.04% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 292 shares; 2020Q3: not reported; 2020Q4: 182 shares; 2021Q1: 231 shares; 2021Q2: 251 shares; 2021Q3: not reported; 2021Q4: 167 shares 167 $230K 0.04% new Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,208 shares 3,208 $230K 0.04% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,502 shares; 2021Q2: 4,284 shares; 2021Q3: not reported; 2021Q4: 2,897 shares 2,897 $228K 0.04% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 1,470 shares; 2020Q3: 1,496 shares; 2020Q4: 1,431 shares; 2021Q1: 1,553 shares; 2021Q2: 1,523 shares; 2021Q3: 954 shares; 2021Q4: 1,009 shares 1,009 $227K 0.04% +55 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 968 shares; 2021Q1: not reported; 2021Q2: 869 shares; 2021Q3: not reported; 2021Q4: 869 shares 869 $226K 0.04% new Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 18,909 shares; 2020Q3: 23,907 shares; 2020Q4: not reported; 2021Q1: 46,310 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20,305 shares 20,305 $220K 0.04% new 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; 2020Q1: restricted; 2020Q2: 25,264 shares; 2020Q3: 25,604 shares; 2020Q4: 25,398 shares; 2021Q1: 25,386 shares; 2021Q2: 24,478 shares; 2021Q3: 6,233 shares; 2021Q4: 4,342 shares 4,342 $219K 0.04% -1,891 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; 2020Q1: restricted; 2020Q2: 2,275 shares; 2020Q3: 2,277 shares; 2020Q4: 2,255 shares; 2021Q1: 2,455 shares; 2021Q2: 2,456 shares; 2021Q3: 1,358 shares; 2021Q4: 1,050 shares 1,050 $218K 0.04% -308 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,103 shares; 2021Q3: not reported; 2021Q4: 2,394 shares 2,394 $217K 0.04% new Timeline VPU VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,537 shares; 2020Q3: 3,498 shares; 2020Q4: 3,533 shares; 2021Q1: 1,994 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,382 shares 1,382 $216K 0.04% new Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 3,993 shares; 2020Q3: 7,016 shares; 2020Q4: 5,032 shares; 2021Q1: 5,200 shares; 2021Q2: 4,690 shares; 2021Q3: 4,690 shares; 2021Q4: 4,031 shares 4,031 $213K 0.04% -659 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; 2020Q1: restricted; 2020Q2: 4,005 shares; 2020Q3: 4,005 shares; 2020Q4: 3,736 shares; 2021Q1: 3,452 shares; 2021Q2: 3,452 shares; 2021Q3: 3,452 shares; 2021Q4: 814 shares 814 $212K 0.04% -2,638 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 6,304 shares; 2020Q3: 12,323 shares; 2020Q4: 12,597 shares; 2021Q1: 13,941 shares; 2021Q2: 7,968 shares; 2021Q3: 2,704 shares; 2021Q4: 1,987 shares 1,987 $210K 0.04% -717 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,442 shares; 2021Q3: not reported; 2021Q4: 3,339 shares 3,339 $209K 0.04% new Timeline HDMV FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 6,822 shares; 2021Q4: 6,585 shares 6,585 $209K 0.04% -237 Timeline NZF NUVEEN MUN CR INCOME FD More: the full row for NUVEEN MUN CR INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 12,137 shares 12,137 $208K 0.04% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 8,283 shares 8,283 $207K 0.04% new FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 824 shares; 2020Q4: 1,223 shares; 2021Q1: 1,336 shares; 2021Q2: 1,452 shares; 2021Q3: not reported; 2021Q4: 797 shares 797 $206K 0.04% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 198 shares; 2020Q4: 206 shares; 2021Q1: 204 shares; 2021Q2: 232 shares; 2021Q3: not reported; 2021Q4: 151 shares 151 $204K 0.04% new Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: 1,373 shares; 2020Q4: 1,394 shares; 2021Q1: 1,150 shares; 2021Q2: 1,142 shares; 2021Q3: 1,142 shares; 2021Q4: 878 shares 878 $203K 0.04% -264 Timeline MLN VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 9,400 shares 9,400 $203K 0.04% new 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; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 645 shares 645 $200K 0.04% new Timeline XBKNX BLACKROCK INVEST QLTY MUNI More: the full row for BLACKROCK INVEST QLTY MUNI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,648 shares; 2021Q2: 10,648 shares; 2021Q3: not reported; 2021Q4: 10,648 shares 10,648 $185K 0.03% new Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 12,909 shares; 2021Q4: 12,909 shares 12,909 $180K 0.03% 0 Timeline EIM EATON VANCE MUN BD FD More: the full row for EATON VANCE MUN BD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 10,189 shares; 2021Q3: not reported; 2021Q4: 10,189 shares 10,189 $138K 0.02% new Timeline ZDGE ZEDGE INC More: the full row for ZEDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 16,000 shares 16,000 $136K 0.02% new Timeline YAMANA GOLD INC YAMANA GOLD INC More: the full row for YAMANA GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,000 shares; 2020Q3: 15,000 shares; 2020Q4: 15,000 shares; 2021Q1: 15,000 shares; 2021Q2: 15,000 shares; 2021Q3: 15,000 shares; 2021Q4: 15,000 shares 15,000 $63K 0.01% 0 HIO WESTERN ASSET HIGH INCOME OP More: the full row for WESTERN ASSET HIGH INCOME OP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 11,200 shares 11,200 $58K 0.01% new Timeline ATHERSYS INC ATHERSYS INC More: the full row for ATHERSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 81,150 shares; 2020Q3: 81,150 shares; 2020Q4: 81,150 shares; 2021Q1: 81,150 shares; 2021Q2: 81,150 shares; 2021Q3: 39,380 shares; 2021Q4: 39,380 shares 39,380 $36K 0.01% 0 ALKALINE WTR CO INC ALKALINE WTR CO INC More: the full row for ALKALINE WTR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: 15,000 shares; 2020Q3: 25,000 shares; 2020Q4: not reported; 2021Q1: 20,000 shares; 2021Q2: 20,000 shares; 2021Q3: 20,000 shares; 2021Q4: 20,000 shares 20,000 $24K <0.01% 0