AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 673,793 shares; 2021Q1: 675,001 shares; 2021Q2: 682,188 shares; 2021Q3: 681,508 shares; 2021Q4: 678,901 shares; 2022Q1: 552,828 shares; 2022Q2: 530,335 shares; 2022Q3: 529,433 shares 529,433 $73.2M 6.1% -902 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 293,656 shares; 2021Q1: 293,928 shares; 2021Q2: 296,550 shares; 2021Q3: 289,291 shares; 2021Q4: 293,462 shares; 2022Q1: 287,140 shares; 2022Q2: 276,207 shares; 2022Q3: 274,004 shares 274,004 $63.8M 5.32% -2,203 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 22,030 shares; 2021Q1: 22,836 shares; 2021Q2: 23,300 shares; 2021Q3: 23,489 shares; 2021Q4: 23,918 shares; 2022Q1: 23,582 shares; 2022Q2: 453,153 shares; 2022Q3: 481,042 shares 481,042 $54.4M 4.53% +27,889 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 110,234 shares; 2021Q1: 114,542 shares; 2021Q2: 117,039 shares; 2021Q3: 117,203 shares; 2021Q4: 117,673 shares; 2022Q1: 115,409 shares; 2022Q2: 109,825 shares; 2022Q3: 104,026 shares 104,026 $52.5M 4.38% -5,799 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 153,875 shares; 2021Q1: 156,585 shares; 2021Q2: 160,464 shares; 2021Q3: 161,634 shares; 2021Q4: 165,065 shares; 2022Q1: 162,606 shares; 2022Q2: 154,863 shares; 2022Q3: 153,692 shares 153,692 $43.7M 3.64% -1,171 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 195,323 shares; 2021Q1: 201,954 shares; 2021Q2: 202,110 shares; 2021Q3: 204,750 shares; 2021Q4: 206,475 shares; 2022Q1: 208,149 shares; 2022Q2: 201,175 shares; 2022Q3: 199,750 shares 199,750 $36.2M 3.02% -1,425 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 18,077 shares; 2021Q1: 18,575 shares; 2021Q2: 18,993 shares; 2021Q3: 19,080 shares; 2021Q4: 19,457 shares; 2022Q1: 19,165 shares; 2022Q2: 18,523 shares; 2022Q3: 367,919 shares 367,919 $35.2M 2.93% +349,396 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 139,407 shares; 2021Q1: 139,891 shares; 2021Q2: 126,983 shares; 2021Q3: 121,539 shares; 2021Q4: 121,485 shares; 2022Q1: 92,835 shares; 2022Q2: 94,432 shares; 2022Q3: 90,580 shares 90,580 $32.8M 2.74% -3,852 Timeline FIVE FIVE BELOW INC More: the full row for FIVE BELOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 201,161 shares; 2021Q1: 201,599 shares; 2021Q2: 223,322 shares; 2021Q3: 229,901 shares; 2021Q4: 234,747 shares; 2022Q1: 232,795 shares; 2022Q2: 224,287 shares; 2022Q3: 221,127 shares 221,127 $30.4M 2.54% -3,160 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 256,113 shares; 2021Q1: 279,157 shares; 2021Q2: 297,792 shares; 2021Q3: 302,448 shares; 2021Q4: 306,887 shares; 2022Q1: 305,042 shares; 2022Q2: 286,924 shares; 2022Q3: 270,115 shares 270,115 $23.5M 1.96% -16,809 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 303,434 shares; 2021Q2: not reported; 2021Q3: 305,648 shares; 2021Q4: 319,190 shares; 2022Q1: 318,783 shares; 2022Q2: 284,507 shares; 2022Q3: 281,700 shares 281,700 $23.3M 1.94% -2,807 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 136,457 shares; 2021Q1: 141,008 shares; 2021Q2: 143,755 shares; 2021Q3: 139,704 shares; 2021Q4: 141,355 shares; 2022Q1: 144,595 shares; 2022Q2: 142,891 shares; 2022Q3: 142,437 shares 142,437 $23.3M 1.94% -454 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,350 shares; 2021Q3: 3,350 shares; 2021Q4: 3,568 shares; 2022Q1: 316,359 shares; 2022Q2: 299,921 shares; 2022Q3: 299,240 shares 299,240 $21.5M 1.79% -681 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 104,472 shares; 2021Q1: 107,324 shares; 2021Q2: 111,093 shares; 2021Q3: 105,838 shares; 2021Q4: 107,987 shares; 2022Q1: 105,454 shares; 2022Q2: 65,866 shares; 2022Q3: 64,199 shares 64,199 $21.2M 1.77% -1,667 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 12,330 shares; 2021Q1: 11,978 shares; 2021Q2: 11,890 shares; 2021Q3: 11,270 shares; 2021Q4: 11,163 shares; 2022Q1: 10,786 shares; 2022Q2: 10,434 shares; 2022Q3: 202,384 shares 202,384 $19.5M 1.62% +191,950 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,184 shares; 2021Q1: 13,429 shares; 2021Q2: 13,604 shares; 2021Q3: 15,218 shares; 2021Q4: 16,215 shares; 2022Q1: 40,769 shares; 2022Q2: 38,503 shares; 2022Q3: 34,892 shares 34,892 $19.2M 1.6% -3,611 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 33,147 shares; 2021Q1: 35,140 shares; 2021Q2: 35,359 shares; 2021Q3: 35,099 shares; 2021Q4: 107,622 shares; 2022Q1: 108,321 shares; 2022Q2: 102,503 shares; 2022Q3: 102,025 shares 102,025 $19.1M 1.59% -478 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 264,517 shares; 2021Q1: 240,944 shares; 2021Q2: 240,600 shares; 2021Q3: 237,472 shares; 2021Q4: 261,128 shares; 2022Q1: 255,940 shares; 2022Q2: 218,105 shares; 2022Q3: 211,395 shares 211,395 $18.2M 1.52% -6,710 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 383,384 shares; 2021Q1: 385,405 shares; 2021Q2: 398,590 shares; 2021Q3: 393,567 shares; 2021Q4: 392,534 shares; 2022Q1: 194,398 shares; 2022Q2: 189,349 shares; 2022Q3: 185,019 shares 185,019 $17.9M 1.49% -4,330 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 121,056 shares; 2021Q1: 126,649 shares; 2021Q2: 128,479 shares; 2021Q3: 129,954 shares; 2021Q4: 132,363 shares; 2022Q1: 130,157 shares; 2022Q2: 123,122 shares; 2022Q3: 123,944 shares 123,944 $17.8M 1.49% +822 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 27,696 shares; 2021Q1: 27,964 shares; 2021Q2: 29,683 shares; 2021Q3: 30,282 shares; 2021Q4: 30,500 shares; 2022Q1: 161,776 shares; 2022Q2: 172,370 shares; 2022Q3: 169,093 shares 169,093 $16M 1.33% -3,277 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 37,499 shares; 2021Q1: 42,985 shares; 2021Q2: 44,358 shares; 2021Q3: 45,069 shares; 2021Q4: 46,371 shares; 2022Q1: 54,968 shares; 2022Q2: 56,647 shares; 2022Q3: 57,323 shares 57,323 $15.8M 1.32% +676 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 68,366 shares; 2021Q1: 74,978 shares; 2021Q2: 77,153 shares; 2021Q3: 83,982 shares; 2021Q4: 86,472 shares; 2022Q1: 86,122 shares; 2022Q2: 93,726 shares; 2022Q3: 102,366 shares 102,366 $14.7M 1.23% +8,640 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 92,702 shares; 2021Q1: 96,906 shares; 2021Q2: 100,521 shares; 2021Q3: 108,201 shares; 2021Q4: 109,959 shares; 2022Q1: 107,989 shares; 2022Q2: 105,980 shares; 2022Q3: 105,285 shares 105,285 $14.1M 1.18% -695 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 412,777 shares; 2021Q1: 422,436 shares; 2021Q2: 426,382 shares; 2021Q3: 435,117 shares; 2021Q4: 400,202 shares; 2022Q1: 356,119 shares; 2022Q2: 324,531 shares; 2022Q3: 320,513 shares 320,513 $14.1M 1.17% -4,018 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 73,358 shares; 2021Q1: 74,620 shares; 2021Q2: 74,527 shares; 2021Q3: 76,069 shares; 2021Q4: 79,577 shares; 2022Q1: 77,277 shares; 2022Q2: 81,961 shares; 2022Q3: 81,829 shares 81,829 $14M 1.17% -132 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 40,237 shares; 2021Q1: 44,280 shares; 2021Q2: 45,661 shares; 2021Q3: 47,092 shares; 2021Q4: 52,917 shares; 2022Q1: 52,943 shares; 2022Q2: 49,481 shares; 2022Q3: 48,713 shares 48,713 $13.4M 1.12% -768 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 51,218 shares; 2021Q1: 77,075 shares; 2021Q2: 84,826 shares; 2021Q3: 93,497 shares; 2021Q4: 100,326 shares; 2022Q1: 114,195 shares; 2022Q2: 120,005 shares; 2022Q3: 139,522 shares 139,522 $13.3M 1.11% +19,517 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 59,628 shares; 2021Q1: 65,878 shares; 2021Q2: 68,800 shares; 2021Q3: 65,965 shares; 2021Q4: 72,895 shares; 2022Q1: 77,562 shares; 2022Q2: 77,157 shares; 2022Q3: 80,314 shares 80,314 $13.1M 1.09% +3,157 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; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 79,503 shares; 2021Q3: 84,091 shares; 2021Q4: 88,418 shares; 2022Q1: 90,471 shares; 2022Q2: 75,357 shares; 2022Q3: 72,906 shares 72,906 $13M 1.08% -2,451 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; 2020Q4: 76,143 shares; 2021Q1: 90,458 shares; 2021Q2: 94,889 shares; 2021Q3: 92,335 shares; 2021Q4: 97,788 shares; 2022Q1: 102,674 shares; 2022Q2: 101,885 shares; 2022Q3: 102,321 shares 102,321 $12.9M 1.08% +436 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 42,107 shares; 2021Q1: 44,250 shares; 2021Q2: 45,029 shares; 2021Q3: 42,952 shares; 2021Q4: 44,873 shares; 2022Q1: 52,559 shares; 2022Q2: 53,514 shares; 2022Q3: 55,735 shares 55,735 $12.9M 1.07% +2,221 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 199,433 shares; 2022Q3: 198,772 shares 198,772 $12.6M 1.05% -661 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 97,025 shares; 2021Q1: 101,475 shares; 2021Q2: 103,073 shares; 2021Q3: 106,500 shares; 2021Q4: 109,712 shares; 2022Q1: 110,287 shares; 2022Q2: 102,767 shares; 2022Q3: 91,940 shares 91,940 $12.5M 1.04% -10,827 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 72,089 shares; 2021Q1: 35,032 shares; 2021Q2: 33,759 shares; 2021Q3: 32,565 shares; 2021Q4: 31,965 shares; 2022Q1: 28,374 shares; 2022Q2: 27,740 shares; 2022Q3: 30,093 shares 30,093 $11.6M 0.97% +2,353 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 21,048 shares; 2021Q1: 20,988 shares; 2021Q2: 20,898 shares; 2021Q3: 20,615 shares; 2021Q4: 19,824 shares; 2022Q1: 20,239 shares; 2022Q2: 57,810 shares; 2022Q3: 65,289 shares 65,289 $11.6M 0.97% +7,479 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 107,844 shares; 2021Q1: 114,388 shares; 2021Q2: 116,750 shares; 2021Q3: 112,138 shares; 2021Q4: 115,916 shares; 2022Q1: 122,098 shares; 2022Q2: 117,062 shares; 2022Q3: 118,333 shares 118,333 $11M 0.92% +1,271 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 233,122 shares; 2021Q1: 243,545 shares; 2021Q2: 257,693 shares; 2021Q3: 252,757 shares; 2021Q4: 257,093 shares; 2022Q1: 275,860 shares; 2022Q2: 282,389 shares; 2022Q3: 279,477 shares 279,477 $10.6M 0.88% -2,912 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 151,903 shares; 2021Q1: 166,973 shares; 2021Q2: 161,011 shares; 2021Q3: 155,735 shares; 2021Q4: 159,723 shares; 2022Q1: 160,515 shares; 2022Q2: 154,327 shares; 2022Q3: 154,385 shares 154,385 $10.5M 0.88% +58 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 220,008 shares; 2021Q1: 210,205 shares; 2021Q2: 216,818 shares; 2021Q3: 205,195 shares; 2021Q4: 206,139 shares; 2022Q1: 231,709 shares; 2022Q2: 236,139 shares; 2022Q3: 236,092 shares 236,092 $10.3M 0.86% -47 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 259,520 shares; 2021Q1: 249,290 shares; 2021Q2: 256,920 shares; 2021Q3: 269,350 shares; 2021Q4: 276,463 shares; 2022Q1: 289,939 shares; 2022Q2: 287,508 shares; 2022Q3: 335,386 shares 335,386 $10.1M 0.84% +47,878 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 91,350 shares; 2021Q1: 96,962 shares; 2021Q2: 100,437 shares; 2021Q3: 92,750 shares; 2021Q4: 95,149 shares; 2022Q1: 98,268 shares; 2022Q2: 103,430 shares; 2022Q3: 112,477 shares 112,477 $9.69M 0.81% +9,047 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 96,229 shares; 2021Q1: 100,460 shares; 2021Q2: 109,733 shares; 2021Q3: 117,264 shares; 2021Q4: 122,153 shares; 2022Q1: 138,121 shares; 2022Q2: 137,270 shares; 2022Q3: 90,885 shares 90,885 $9.5M 0.79% -46,385 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 52,079 shares; 2021Q2: not reported; 2021Q3: 52,267 shares; 2021Q4: 53,612 shares; 2022Q1: 57,616 shares; 2022Q2: 62,971 shares; 2022Q3: 63,558 shares 63,558 $9.43M 0.79% +587 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 69,608 shares; 2021Q1: 74,469 shares; 2021Q2: 81,130 shares; 2021Q3: 80,817 shares; 2021Q4: 91,117 shares; 2022Q1: 113,734 shares; 2022Q2: 122,274 shares; 2022Q3: 126,513 shares 126,513 $9.26M 0.77% +4,239 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 24,705 shares; 2021Q1: 24,013 shares; 2021Q2: 24,040 shares; 2021Q3: 24,643 shares; 2021Q4: 24,407 shares; 2022Q1: 24,454 shares; 2022Q2: 24,501 shares; 2022Q3: 24,259 shares 24,259 $8.66M 0.72% -242 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 44,013 shares; 2021Q1: 51,016 shares; 2021Q2: 52,516 shares; 2021Q3: 53,655 shares; 2021Q4: 57,010 shares; 2022Q1: 59,754 shares; 2022Q2: 59,025 shares; 2022Q3: 59,216 shares 59,216 $8.56M 0.71% +191 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 95,956 shares; 2021Q1: 96,492 shares; 2021Q2: 100,633 shares; 2021Q3: 104,612 shares; 2021Q4: 113,082 shares; 2022Q1: 115,144 shares; 2022Q2: 114,687 shares; 2022Q3: 119,466 shares 119,466 $7.68M 0.64% +4,779 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 172,940 shares; 2021Q1: 181,400 shares; 2021Q2: 183,924 shares; 2021Q3: 189,911 shares; 2021Q4: 207,403 shares; 2022Q1: 204,571 shares; 2022Q2: 205,728 shares; 2022Q3: 209,262 shares 209,262 $7.61M 0.63% +3,534 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 58,617 shares; 2021Q1: 60,889 shares; 2021Q2: 61,721 shares; 2021Q3: 57,264 shares; 2021Q4: 59,336 shares; 2022Q1: 66,804 shares; 2022Q2: 61,989 shares; 2022Q3: 63,059 shares 63,059 $7.08M 0.59% +1,070 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 2,567 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 52,848 shares; 2022Q2: 88,165 shares; 2022Q3: 96,960 shares 96,960 $6.86M 0.57% +8,795 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 37,213 shares; 2021Q1: 36,919 shares; 2021Q2: 36,910 shares; 2021Q3: 44,136 shares; 2021Q4: 43,637 shares; 2022Q1: 43,363 shares; 2022Q2: 35,778 shares; 2022Q3: 36,084 shares 36,084 $6.78M 0.57% +306 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 40,845 shares; 2021Q1: 45,304 shares; 2021Q2: 55,638 shares; 2021Q3: 58,294 shares; 2021Q4: 62,382 shares; 2022Q1: 75,020 shares; 2022Q2: 84,706 shares; 2022Q3: 85,490 shares 85,490 $6.7M 0.56% +784 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 143,470 shares; 2021Q1: 148,754 shares; 2021Q2: 155,723 shares; 2021Q3: 146,356 shares; 2021Q4: 151,588 shares; 2022Q1: 161,480 shares; 2022Q2: 165,128 shares; 2022Q3: 166,724 shares 166,724 $6.67M 0.56% +1,596 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 87,314 shares; 2021Q1: 82,608 shares; 2021Q2: 82,106 shares; 2021Q3: 81,569 shares; 2021Q4: 79,677 shares; 2022Q1: 82,161 shares; 2022Q2: 81,960 shares; 2022Q3: 82,532 shares 82,532 $6.62M 0.55% +572 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; 2020Q4: 62,526 shares; 2021Q1: 62,951 shares; 2021Q2: 124,781 shares; 2021Q3: 132,224 shares; 2021Q4: 144,187 shares; 2022Q1: 185,374 shares; 2022Q2: 167,023 shares; 2022Q3: 151,006 shares 151,006 $6.58M 0.55% -16,017 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 7,077 shares; 2021Q1: 8,874 shares; 2021Q2: 10,274 shares; 2021Q3: 10,280 shares; 2021Q4: 11,380 shares; 2022Q1: 12,573 shares; 2022Q2: 14,342 shares; 2022Q3: 14,355 shares 14,355 $6.37M 0.53% +13 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; 2020Q4: not reported; 2021Q1: 30,056 shares; 2021Q2: not reported; 2021Q3: 30,204 shares; 2021Q4: 29,936 shares; 2022Q1: 27,985 shares; 2022Q2: 23,267 shares; 2022Q3: 22,725 shares 22,725 $6.07M 0.51% -542 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 87,223 shares; 2021Q1: 73,541 shares; 2021Q2: 70,149 shares; 2021Q3: 67,229 shares; 2021Q4: 67,730 shares; 2022Q1: 66,040 shares; 2022Q2: 65,399 shares; 2022Q3: 66,878 shares 66,878 $5.84M 0.49% +1,479 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 60,084 shares; 2021Q2: 93,033 shares; 2021Q3: 104,683 shares; 2021Q4: 110,930 shares; 2022Q1: 145,980 shares; 2022Q2: 168,337 shares; 2022Q3: 170,488 shares 170,488 $4.95M 0.41% +2,151 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 179,416 shares; 2021Q1: 172,544 shares; 2021Q2: 181,150 shares; 2021Q3: 185,911 shares; 2021Q4: 194,702 shares; 2022Q1: 220,221 shares; 2022Q2: 262,155 shares; 2022Q3: 293,094 shares 293,094 $4.88M 0.41% +30,939 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 36,537 shares; 2021Q1: 49,428 shares; 2021Q2: 52,737 shares; 2021Q3: 51,176 shares; 2021Q4: 53,559 shares; 2022Q1: 48,670 shares; 2022Q2: 47,951 shares; 2022Q3: 48,834 shares 48,834 $4.84M 0.4% +883 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 12,292 shares; 2021Q1: 10,905 shares; 2021Q2: 10,977 shares; 2021Q3: 10,084 shares; 2021Q4: 11,423 shares; 2022Q1: 12,760 shares; 2022Q2: 13,000 shares; 2022Q3: 13,336 shares 13,336 $4.78M 0.4% +336 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,361 shares 10,361 $4.71M 0.39% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,636 shares; 2021Q1: 3,269 shares; 2021Q2: 2,995 shares; 2021Q3: 1,597 shares; 2021Q4: 2,600 shares; 2022Q1: 24,944 shares; 2022Q2: 29,163 shares; 2022Q3: 39,109 shares 39,109 $4.65M 0.39% +9,946 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 143,940 shares; 2021Q1: 120,196 shares; 2021Q2: 120,493 shares; 2021Q3: 120,766 shares; 2021Q4: 129,016 shares; 2022Q1: 121,807 shares; 2022Q2: 117,606 shares; 2022Q3: 123,434 shares 123,434 $4.5M 0.38% +5,828 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 89,761 shares; 2022Q2: 92,878 shares; 2022Q3: 93,681 shares 93,681 $4.36M 0.36% +803 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,440 shares; 2021Q1: 6,032 shares; 2021Q2: 6,635 shares; 2021Q3: 6,558 shares; 2021Q4: 6,961 shares; 2022Q1: 49,112 shares; 2022Q2: 53,258 shares; 2022Q3: 44,887 shares 44,887 $4.32M 0.36% -8,371 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,319 shares; 2021Q1: 1,413 shares; 2021Q2: 1,446 shares; 2021Q3: 1,403 shares; 2021Q4: 1,598 shares; 2022Q1: 18,964 shares; 2022Q2: 22,939 shares; 2022Q3: 22,095 shares 22,095 $3.99M 0.33% -844 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 38,982 shares; 2021Q1: 39,616 shares; 2021Q2: 32,579 shares; 2021Q3: 16,171 shares; 2021Q4: 15,137 shares; 2022Q1: 10,223 shares; 2022Q2: 9,614 shares; 2022Q3: 9,694 shares 9,694 $3.13M 0.26% +80 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,190 shares; 2022Q2: 10,465 shares; 2022Q3: 32,315 shares 32,315 $2.62M 0.22% +21,850 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 9,462 shares; 2021Q1: 8,738 shares; 2021Q2: 8,968 shares; 2021Q3: 8,888 shares; 2021Q4: 8,933 shares; 2022Q1: 8,669 shares; 2022Q2: 8,942 shares; 2022Q3: 8,992 shares 8,992 $2.32M 0.19% +50 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 15,700 shares; 2021Q1: 15,384 shares; 2021Q2: 15,174 shares; 2021Q3: 14,398 shares; 2021Q4: 14,399 shares; 2022Q1: 14,135 shares; 2022Q2: 14,125 shares; 2022Q3: 13,787 shares 13,787 $2.27M 0.19% -338 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 12,935 shares; 2021Q1: 14,737 shares; 2021Q2: 15,590 shares; 2021Q3: 15,122 shares; 2021Q4: 16,280 shares; 2022Q1: 16,038 shares; 2022Q2: 16,302 shares; 2022Q3: 15,956 shares 15,956 $2.07M 0.17% -346 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 72,144 shares; 2021Q2: 74,718 shares; 2021Q3: not reported; 2021Q4: 66,042 shares; 2022Q1: 62,192 shares; 2022Q2: 61,208 shares; 2022Q3: 61,699 shares 61,699 $2.06M 0.17% +491 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 39,322 shares; 2021Q1: 43,203 shares; 2021Q2: 48,976 shares; 2021Q3: 51,348 shares; 2021Q4: 59,041 shares; 2022Q1: 17,381 shares; 2022Q2: 18,117 shares; 2022Q3: 19,323 shares 19,323 $1.98M 0.17% +1,206 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 7,787 shares; 2021Q1: 7,367 shares; 2021Q2: 7,107 shares; 2021Q3: 7,817 shares; 2021Q4: 7,628 shares; 2022Q1: 7,440 shares; 2022Q2: 7,383 shares; 2022Q3: 6,935 shares 6,935 $1.85M 0.15% -448 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 9,417 shares; 2021Q1: 9,154 shares; 2021Q2: 9,577 shares; 2021Q3: 9,755 shares; 2021Q4: 9,875 shares; 2022Q1: 11,177 shares; 2022Q2: 10,900 shares; 2022Q3: 10,900 shares 10,900 $1.69M 0.14% 0 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,922 shares; 2021Q1: 2,997 shares; 2021Q2: 3,301 shares; 2021Q3: 3,301 shares; 2021Q4: 3,330 shares; 2022Q1: 3,442 shares; 2022Q2: 3,531 shares; 2022Q3: 3,509 shares 3,509 $1.66M 0.14% -22 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 6,893 shares; 2021Q1: 7,764 shares; 2021Q2: 8,084 shares; 2021Q3: 11,064 shares; 2021Q4: 9,578 shares; 2022Q1: 9,478 shares; 2022Q2: 8,902 shares; 2022Q3: 8,541 shares 8,541 $1.53M 0.13% -361 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 14,875 shares; 2021Q1: 13,165 shares; 2021Q2: 13,165 shares; 2021Q3: 13,165 shares; 2021Q4: 12,815 shares; 2022Q1: 12,888 shares; 2022Q2: 12,631 shares; 2022Q3: 12,631 shares 12,631 $1.48M 0.12% 0 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,040 shares; 2021Q1: 4,940 shares; 2021Q2: 4,645 shares; 2021Q3: 4,817 shares; 2021Q4: 4,730 shares; 2022Q1: 4,678 shares; 2022Q2: 4,812 shares; 2022Q3: 4,791 shares 4,791 $1.47M 0.12% -21 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; 2020Q4: 4,355 shares; 2021Q1: 4,075 shares; 2021Q2: 3,815 shares; 2021Q3: 3,815 shares; 2021Q4: 3,715 shares; 2022Q1: 3,665 shares; 2022Q2: 3,665 shares; 2022Q3: 3,590 shares 3,590 $1.44M 0.12% -75 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; 2020Q4: 12,683 shares; 2021Q1: 3,225 shares; 2021Q2: 3,044 shares; 2021Q3: 2,824 shares; 2021Q4: 2,722 shares; 2022Q1: 2,504 shares; 2022Q2: 8,150 shares; 2022Q3: 8,226 shares 8,226 $1.34M 0.11% +76 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,126 shares; 2021Q1: 3,063 shares; 2021Q2: 3,024 shares; 2021Q3: 11,458 shares; 2021Q4: 11,936 shares; 2022Q1: 13,231 shares; 2022Q2: 13,720 shares; 2022Q3: 11,065 shares 11,065 $1.34M 0.11% -2,655 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 30,595 shares; 2022Q3: 30,138 shares 30,138 $1.34M 0.11% -457 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 16,570 shares; 2021Q1: 16,515 shares; 2021Q2: 16,045 shares; 2021Q3: 16,045 shares; 2021Q4: 15,740 shares; 2022Q1: 15,650 shares; 2022Q2: 15,650 shares; 2022Q3: 15,650 shares 15,650 $1.32M 0.11% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,920 shares; 2021Q1: 3,900 shares; 2021Q2: 3,975 shares; 2021Q3: 4,009 shares; 2021Q4: 3,828 shares; 2022Q1: 3,447 shares; 2022Q2: 3,296 shares; 2022Q3: 5,796 shares 5,796 $1.31M 0.11% +2,500 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,994 shares; 2022Q3: 11,197 shares 11,197 $1.23M 0.1% +203 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 22,982 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 16,009 shares; 2022Q3: 16,032 shares 16,032 $1.21M 0.1% +23 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 30,832 shares; 2021Q1: 35,896 shares; 2021Q2: 37,711 shares; 2021Q3: 39,247 shares; 2021Q4: 40,566 shares; 2022Q1: 4,417 shares; 2022Q2: 3,999 shares; 2022Q3: 3,163 shares 3,163 $1.19M 0.1% -836 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 23,117 shares; 2022Q3: 24,342 shares 24,342 $1.17M 0.1% +1,225 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 37,277 shares; 2021Q1: 38,880 shares; 2021Q2: 42,124 shares; 2021Q3: 41,728 shares; 2021Q4: 45,060 shares; 2022Q1: 21,145 shares; 2022Q2: 13,696 shares; 2022Q3: 13,620 shares 13,620 $1.15M 0.1% -76 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 52,907 shares; 2021Q1: 50,809 shares; 2021Q2: 36,350 shares; 2021Q3: 33,020 shares; 2021Q4: 27,380 shares; 2022Q1: 22,472 shares; 2022Q2: 20,412 shares; 2022Q3: 19,142 shares 19,142 $1.14M 0.1% -1,270 Timeline JXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 19,898 shares; 2022Q3: 20,424 shares 20,424 $1.12M 0.09% +526 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,521 shares; 2021Q1: 8,386 shares; 2021Q2: 7,520 shares; 2021Q3: 6,823 shares; 2021Q4: 7,369 shares; 2022Q1: 7,500 shares; 2022Q2: 7,577 shares; 2022Q3: 6,951 shares 6,951 $1.08M 0.09% -626 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,253 shares; 2021Q1: 4,343 shares; 2021Q2: 4,783 shares; 2021Q3: 4,909 shares; 2021Q4: 4,940 shares; 2022Q1: 4,805 shares; 2022Q2: 4,721 shares; 2022Q3: 4,841 shares 4,841 $1.06M 0.09% +120 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,600 shares; 2021Q1: 11,400 shares; 2021Q2: 11,400 shares; 2021Q3: 11,225 shares; 2021Q4: 11,441 shares; 2022Q1: 12,774 shares; 2022Q2: 11,983 shares; 2022Q3: 12,514 shares 12,514 $1.05M 0.09% +531 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 6,185 shares; 2021Q1: 5,248 shares; 2021Q2: 5,182 shares; 2021Q3: 4,825 shares; 2021Q4: 4,818 shares; 2022Q1: 5,633 shares; 2022Q2: 5,890 shares; 2022Q3: 5,540 shares 5,540 $1.04M 0.09% -350 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 18,412 shares; 2021Q1: 17,409 shares; 2021Q2: 17,510 shares; 2021Q3: 17,294 shares; 2021Q4: 17,169 shares; 2022Q1: 16,551 shares; 2022Q2: 16,751 shares; 2022Q3: 16,751 shares 16,751 $1.02M 0.09% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,918 shares; 2021Q1: 9,920 shares; 2021Q2: 9,647 shares; 2021Q3: 9,647 shares; 2021Q4: 9,647 shares; 2022Q1: 9,647 shares; 2022Q2: 9,847 shares; 2022Q3: 9,947 shares 9,947 $1.02M 0.09% +100 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 19,486 shares; 2021Q1: 21,614 shares; 2021Q2: 22,332 shares; 2021Q3: 22,725 shares; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 14,976 shares; 2022Q3: 14,417 shares 14,417 $978K 0.08% -559 Timeline IGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 18,702 shares; 2022Q3: 18,942 shares 18,942 $959K 0.08% +240 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 9,100 shares; 2021Q1: 8,400 shares; 2021Q2: 8,410 shares; 2021Q3: 8,410 shares; 2021Q4: 8,410 shares; 2022Q1: 8,410 shares; 2022Q2: 7,710 shares; 2022Q3: 6,610 shares 6,610 $921K 0.08% -1,100 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 9,475 shares; 2021Q1: 9,359 shares; 2021Q2: 9,359 shares; 2021Q3: 9,459 shares; 2021Q4: 9,605 shares; 2022Q1: 9,600 shares; 2022Q2: 10,500 shares; 2022Q3: 9,516 shares 9,516 $903K 0.08% -984 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,295 shares; 2021Q1: 4,245 shares; 2021Q2: 4,769 shares; 2021Q3: 4,604 shares; 2021Q4: 4,721 shares; 2022Q1: 4,658 shares; 2022Q2: 4,608 shares; 2022Q3: 4,608 shares 4,608 $898K 0.07% 0 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,617 shares; 2021Q1: 3,933 shares; 2021Q2: 4,386 shares; 2021Q3: 4,746 shares; 2021Q4: 6,515 shares; 2022Q1: 6,478 shares; 2022Q2: 7,370 shares; 2022Q3: 7,522 shares 7,522 $862K 0.07% +152 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 498 shares; 2021Q1: 778 shares; 2021Q2: 849 shares; 2021Q3: 569 shares; 2021Q4: 604 shares; 2022Q1: 816 shares; 2022Q2: 1,040 shares; 2022Q3: 3,187 shares 3,187 $845K 0.07% +2,147 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,532 shares; 2021Q1: 5,062 shares; 2021Q2: 5,142 shares; 2021Q3: 5,342 shares; 2021Q4: 5,071 shares; 2022Q1: 5,322 shares; 2022Q2: 6,219 shares; 2022Q3: 6,219 shares 6,219 $841K 0.07% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 16,685 shares; 2021Q1: 15,745 shares; 2021Q2: 15,310 shares; 2021Q3: 15,235 shares; 2021Q4: 15,235 shares; 2022Q1: 14,900 shares; 2022Q2: 14,900 shares; 2022Q3: 14,850 shares 14,850 $832K 0.07% -50 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 8,025 shares; 2021Q1: 10,980 shares; 2021Q2: 32,039 shares; 2021Q3: 32,039 shares; 2021Q4: 35,099 shares; 2022Q1: 35,099 shares; 2022Q2: 30,689 shares; 2022Q3: 30,689 shares 30,689 $818K 0.07% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,887 shares; 2021Q1: 14,311 shares; 2021Q2: 12,327 shares; 2021Q3: 11,887 shares; 2021Q4: 11,887 shares; 2022Q1: 11,387 shares; 2022Q2: 11,387 shares; 2022Q3: 11,387 shares 11,387 $812K 0.07% 0 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,194 shares; 2021Q1: 816 shares; 2021Q2: 1,203 shares; 2021Q3: 2,646 shares; 2021Q4: 2,605 shares; 2022Q1: 2,461 shares; 2022Q2: 2,534 shares; 2022Q3: 2,436 shares 2,436 $800K 0.07% -98 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 167,726 shares; 2021Q1: 74,579 shares; 2021Q2: 61,818 shares; 2021Q3: 55,016 shares; 2021Q4: 55,201 shares; 2022Q1: 39,793 shares; 2022Q2: 37,551 shares; 2022Q3: 31,001 shares 31,001 $799K 0.07% -6,550 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 4,193 shares; 2021Q2: 5,589 shares; 2021Q3: 6,588 shares; 2021Q4: 9,971 shares; 2022Q1: 12,461 shares; 2022Q2: 12,982 shares; 2022Q3: 11,186 shares 11,186 $799K 0.07% -1,796 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 22,453 shares; 2021Q1: 31,803 shares; 2021Q2: 39,724 shares; 2021Q3: 45,140 shares; 2021Q4: 45,679 shares; 2022Q1: 65,102 shares; 2022Q2: 65,892 shares; 2022Q3: 26,036 shares 26,036 $764K 0.06% -39,856 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,247 shares; 2021Q1: 4,919 shares; 2021Q2: 5,120 shares; 2021Q3: 5,321 shares; 2021Q4: 6,187 shares; 2022Q1: 5,776 shares; 2022Q2: 5,504 shares; 2022Q3: 5,479 shares 5,479 $764K 0.06% -25 Timeline SANDY SPRING BANCORP INC SANDY SPRING BANCORP INC More: the full row for SANDY SPRING BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 21,376 shares; 2021Q1: 21,376 shares; 2021Q2: 21,376 shares; 2021Q3: 21,376 shares; 2021Q4: 21,376 shares; 2022Q1: 21,376 shares; 2022Q2: 21,376 shares; 2022Q3: 21,376 shares 21,376 $754K 0.06% 0 RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 7,794 shares; 2021Q2: not reported; 2021Q3: 6,991 shares; 2021Q4: 8,678 shares; 2022Q1: 9,334 shares; 2022Q2: 9,380 shares; 2022Q3: 9,154 shares 9,154 $749K 0.06% -226 Timeline MKC-V MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 10,150 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares; 2022Q2: 10,000 shares; 2022Q3: 10,000 shares 10,000 $732K 0.06% 0 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,925 shares; 2021Q1: 9,200 shares; 2021Q2: 10,204 shares; 2021Q3: 8,877 shares; 2021Q4: 10,509 shares; 2022Q1: 16,556 shares; 2022Q2: 16,556 shares; 2022Q3: 17,214 shares 17,214 $729K 0.06% +658 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 795 shares; 2021Q2: 858 shares; 2021Q3: 1,831 shares; 2021Q4: 1,857 shares; 2022Q1: 2,390 shares; 2022Q2: 2,390 shares; 2022Q3: 2,455 shares 2,455 $719K 0.06% +65 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 69,606 shares; 2021Q1: 17,152 shares; 2021Q2: 11,825 shares; 2021Q3: 11,222 shares; 2021Q4: 11,340 shares; 2022Q1: 10,889 shares; 2022Q2: 10,524 shares; 2022Q3: 10,334 shares 10,334 $714K 0.06% -190 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 12,013 shares; 2021Q1: 12,416 shares; 2021Q2: 12,242 shares; 2021Q3: 11,342 shares; 2021Q4: 11,423 shares; 2022Q1: 11,423 shares; 2022Q2: 11,424 shares; 2022Q3: 11,466 shares 11,466 $712K 0.06% +42 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,595 shares; 2021Q1: 9,757 shares; 2021Q2: 9,574 shares; 2021Q3: 9,218 shares; 2021Q4: 9,562 shares; 2022Q1: 9,865 shares; 2022Q2: 9,865 shares; 2022Q3: 9,815 shares 9,815 $690K 0.06% -50 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,250 shares; 2021Q1: 3,270 shares; 2021Q2: 3,439 shares; 2021Q3: 3,327 shares; 2021Q4: 3,792 shares; 2022Q1: 3,977 shares; 2022Q2: 3,972 shares; 2022Q3: 4,163 shares 4,163 $672K 0.06% +191 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 42,133 shares; 2021Q1: 44,604 shares; 2021Q2: 45,898 shares; 2021Q3: 4,621 shares; 2021Q4: 1,163 shares; 2022Q1: 947 shares; 2022Q2: 935 shares; 2022Q3: 935 shares 935 $658K 0.05% 0 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 6,145 shares; 2021Q1: 5,650 shares; 2021Q2: 5,675 shares; 2021Q3: 5,950 shares; 2021Q4: 6,050 shares; 2022Q1: 6,075 shares; 2022Q2: 6,225 shares; 2022Q3: 6,425 shares 6,425 $653K 0.05% +200 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 8,766 shares; 2021Q1: 5,536 shares; 2021Q2: 5,582 shares; 2021Q3: 6,060 shares; 2021Q4: 6,060 shares; 2022Q1: 6,513 shares; 2022Q2: 6,403 shares; 2022Q3: 6,197 shares 6,197 $634K 0.05% -206 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 18,650 shares; 2021Q1: 16,650 shares; 2021Q2: 16,150 shares; 2021Q3: 16,150 shares; 2021Q4: 15,950 shares; 2022Q1: 15,450 shares; 2022Q2: 15,300 shares; 2022Q3: 15,300 shares 15,300 $629K 0.05% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 231,612 shares; 2021Q1: 240,938 shares; 2021Q2: 253,309 shares; 2021Q3: 255,068 shares; 2021Q4: 5,910 shares; 2022Q1: 5,195 shares; 2022Q2: 4,860 shares; 2022Q3: 6,585 shares 6,585 $616K 0.05% +1,725 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 6,713 shares; 2021Q1: 7,160 shares; 2021Q2: 6,941 shares; 2021Q3: 6,941 shares; 2021Q4: 7,708 shares; 2022Q1: 6,992 shares; 2022Q2: 7,069 shares; 2022Q3: 7,069 shares 7,069 $616K 0.05% 0 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,056 shares; 2021Q1: 3,091 shares; 2021Q2: 3,266 shares; 2021Q3: 3,021 shares; 2021Q4: 3,104 shares; 2022Q1: 3,054 shares; 2022Q2: 3,030 shares; 2022Q3: 3,010 shares 3,010 $610K 0.05% -20 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 13,775 shares; 2021Q1: 13,775 shares; 2021Q2: 13,775 shares; 2021Q3: 13,775 shares; 2021Q4: 13,775 shares; 2022Q1: 13,775 shares; 2022Q2: 13,775 shares; 2022Q3: 13,775 shares 13,775 $598K 0.05% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,802 shares; 2021Q1: 5,337 shares; 2021Q2: 5,157 shares; 2021Q3: 5,117 shares; 2021Q4: 5,112 shares; 2022Q1: 4,427 shares; 2022Q2: 4,427 shares; 2022Q3: 4,402 shares 4,402 $587K 0.05% -25 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 726 shares; 2021Q1: 679 shares; 2021Q2: 781 shares; 2021Q3: 756 shares; 2021Q4: 803 shares; 2022Q1: 720 shares; 2022Q2: 670 shares; 2022Q3: 1,155 shares 1,155 $586K 0.05% +485 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 7,922 shares; 2021Q2: 14,925 shares; 2021Q3: 15,624 shares; 2021Q4: 18,071 shares; 2022Q1: 18,383 shares; 2022Q2: 17,723 shares; 2022Q3: 18,173 shares 18,173 $576K 0.05% +450 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,444 shares; 2021Q1: 3,644 shares; 2021Q2: 3,936 shares; 2021Q3: 3,802 shares; 2021Q4: 3,736 shares; 2022Q1: 3,731 shares; 2022Q2: 3,630 shares; 2022Q3: 3,324 shares 3,324 $555K 0.05% -306 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 12,100 shares; 2021Q1: 12,100 shares; 2021Q2: 12,100 shares; 2021Q3: 12,100 shares; 2021Q4: 12,100 shares; 2022Q1: 12,100 shares; 2022Q2: 12,100 shares; 2022Q3: 12,100 shares 12,100 $551K 0.05% 0 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,778 shares; 2021Q1: 1,894 shares; 2021Q2: 2,002 shares; 2021Q3: 1,985 shares; 2021Q4: 2,112 shares; 2022Q1: 1,882 shares; 2022Q2: 1,707 shares; 2022Q3: 2,138 shares 2,138 $550K 0.05% +431 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 3,723 shares; 2021Q2: 3,731 shares; 2021Q3: 4,141 shares; 2021Q4: 4,856 shares; 2022Q1: 4,549 shares; 2022Q2: 5,711 shares; 2022Q3: 5,711 shares 5,711 $545K 0.05% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,270 shares; 2021Q1: 4,758 shares; 2021Q2: 5,016 shares; 2021Q3: 5,428 shares; 2021Q4: 5,872 shares; 2022Q1: 5,000 shares; 2022Q2: 4,697 shares; 2022Q3: 4,697 shares 4,697 $544K 0.05% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,873 shares; 2021Q1: 4,305 shares; 2021Q2: 4,628 shares; 2021Q3: 5,069 shares; 2021Q4: 4,755 shares; 2022Q1: 4,524 shares; 2022Q2: 4,224 shares; 2022Q3: 4,479 shares 4,479 $506K 0.04% +255 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 15,044 shares; 2021Q4: 10,666 shares; 2022Q1: 10,666 shares; 2022Q2: 10,666 shares; 2022Q3: 10,666 shares 10,666 $506K 0.04% 0 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,953 shares; 2021Q1: 3,068 shares; 2021Q2: 3,235 shares; 2021Q3: 3,365 shares; 2021Q4: 3,806 shares; 2022Q1: 3,712 shares; 2022Q2: 3,351 shares; 2022Q3: 3,351 shares 3,351 $502K 0.04% 0 AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,959 shares; 2021Q1: 3,613 shares; 2021Q2: 3,422 shares; 2021Q3: 3,422 shares; 2021Q4: 3,449 shares; 2022Q1: 2,922 shares; 2022Q2: 2,922 shares; 2022Q3: 2,922 shares 2,922 $500K 0.04% 0 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 15,891 shares; 2021Q1: 9,628 shares; 2021Q2: 8,003 shares; 2021Q3: 7,186 shares; 2021Q4: 9,888 shares; 2022Q1: 9,447 shares; 2022Q2: 8,785 shares; 2022Q3: 8,836 shares 8,836 $495K 0.04% +51 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 8,920 shares; 2021Q1: 6,916 shares; 2021Q2: 6,442 shares; 2021Q3: 4,795 shares; 2021Q4: 4,837 shares; 2022Q1: 4,225 shares; 2022Q2: 4,251 shares; 2022Q3: 4,251 shares 4,251 $478K 0.04% 0 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,643 shares; 2021Q1: 3,643 shares; 2021Q2: 3,310 shares; 2021Q3: 3,227 shares; 2021Q4: 3,246 shares; 2022Q1: 3,246 shares; 2022Q2: 3,246 shares; 2022Q3: 3,246 shares 3,246 $467K 0.04% 0 Timeline FBT FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 4,160 shares; 2021Q2: not reported; 2021Q3: 3,910 shares; 2021Q4: 3,910 shares; 2022Q1: 3,800 shares; 2022Q2: 3,530 shares; 2022Q3: 3,530 shares 3,530 $466K 0.04% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 13,176 shares; 2021Q1: 8,586 shares; 2021Q2: 7,339 shares; 2021Q3: 7,811 shares; 2021Q4: 7,283 shares; 2022Q1: 6,995 shares; 2022Q2: 6,995 shares; 2022Q3: 6,495 shares 6,495 $462K 0.04% -500 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,175 shares; 2021Q1: 2,610 shares; 2021Q2: 2,845 shares; 2021Q3: 2,874 shares; 2021Q4: 3,093 shares; 2022Q1: 2,627 shares; 2022Q2: 2,469 shares; 2022Q3: 2,469 shares 2,469 $462K 0.04% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,200 shares; 2021Q1: 2,114 shares; 2021Q2: 2,000 shares; 2021Q3: 2,306 shares; 2021Q4: 2,042 shares; 2022Q1: 2,068 shares; 2022Q2: 2,122 shares; 2022Q3: 2,122 shares 2,122 $454K 0.04% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 2,068 shares; 2021Q2: 1,976 shares; 2021Q3: 1,957 shares; 2021Q4: 1,957 shares; 2022Q1: 1,957 shares; 2022Q2: 1,957 shares; 2022Q3: 1,957 shares 1,957 $436K 0.04% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,507 shares; 2021Q1: 1,507 shares; 2021Q2: 1,507 shares; 2021Q3: 1,507 shares; 2021Q4: 1,507 shares; 2022Q1: 1,507 shares; 2022Q2: 1,507 shares; 2022Q3: 1,507 shares 1,507 $433K 0.04% 0 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; 2020Q4: 2,722 shares; 2021Q1: 2,370 shares; 2021Q2: 2,275 shares; 2021Q3: 2,313 shares; 2021Q4: 2,413 shares; 2022Q1: 2,375 shares; 2022Q2: 2,728 shares; 2022Q3: 3,038 shares 3,038 $433K 0.04% +310 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,894 shares; 2021Q1: 2,969 shares; 2021Q2: 2,993 shares; 2021Q3: 2,954 shares; 2021Q4: 2,954 shares; 2022Q1: 2,798 shares; 2022Q2: 2,798 shares; 2022Q3: 2,798 shares 2,798 $418K 0.03% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 6,246 shares; 2021Q1: 8,573 shares; 2021Q2: 9,675 shares; 2021Q3: 12,767 shares; 2021Q4: 15,864 shares; 2022Q1: 24,774 shares; 2022Q2: 10,920 shares; 2022Q3: 3,785 shares 3,785 $418K 0.03% -7,135 Timeline STAA STAAR SURGICAL CO More: the full row for STAAR SURGICAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,036 shares; 2021Q1: 3,968 shares; 2021Q2: 4,782 shares; 2021Q3: 6,868 shares; 2021Q4: 6,331 shares; 2022Q1: 6,118 shares; 2022Q2: 5,788 shares; 2022Q3: 5,788 shares 5,788 $408K 0.03% 0 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,211 shares; 2021Q1: 10,111 shares; 2021Q2: 10,230 shares; 2021Q3: 10,497 shares; 2021Q4: 9,924 shares; 2022Q1: 9,063 shares; 2022Q2: 1,981 shares; 2022Q3: 1,904 shares 1,904 $401K 0.03% -77 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,846 shares; 2021Q1: 2,127 shares; 2021Q2: 2,249 shares; 2021Q3: 2,249 shares; 2021Q4: 1,998 shares; 2022Q1: 1,463 shares; 2022Q2: 1,463 shares; 2022Q3: 1,438 shares 1,438 $399K 0.03% -25 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,360 shares; 2021Q1: 3,024 shares; 2021Q2: 3,519 shares; 2021Q3: 3,049 shares; 2021Q4: 3,049 shares; 2022Q1: 3,024 shares; 2022Q2: 2,944 shares; 2022Q3: 2,927 shares 2,927 $395K 0.03% -17 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 5,180 shares; 2021Q2: 5,777 shares; 2021Q3: 5,982 shares; 2021Q4: 6,904 shares; 2022Q1: 6,976 shares; 2022Q2: 6,510 shares; 2022Q3: 6,510 shares 6,510 $394K 0.03% 0 Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,017 shares; 2021Q3: 2,541 shares; 2021Q4: 2,582 shares; 2022Q1: 2,681 shares; 2022Q2: 3,685 shares; 2022Q3: 3,685 shares 3,685 $391K 0.03% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,932 shares; 2021Q1: 1,971 shares; 2021Q2: 2,046 shares; 2021Q3: 2,129 shares; 2021Q4: 2,091 shares; 2022Q1: 2,017 shares; 2022Q2: 1,428 shares; 2022Q3: 1,653 shares 1,653 $389K 0.03% +225 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,361 shares; 2021Q1: 3,020 shares; 2021Q2: 3,020 shares; 2021Q3: 3,073 shares; 2021Q4: 3,073 shares; 2022Q1: 3,016 shares; 2022Q2: 3,207 shares; 2022Q3: 3,207 shares 3,207 $388K 0.03% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,676 shares; 2021Q1: 3,676 shares; 2021Q2: 3,851 shares; 2021Q3: 5,062 shares; 2021Q4: 4,229 shares; 2022Q1: 4,081 shares; 2022Q2: 3,238 shares; 2022Q3: 3,238 shares 3,238 $385K 0.03% 0 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,252 shares; 2022Q2: 2,169 shares; 2022Q3: 2,334 shares 2,334 $367K 0.03% +165 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,995 shares; 2021Q1: 4,858 shares; 2021Q2: 4,118 shares; 2021Q3: 4,372 shares; 2021Q4: 4,192 shares; 2022Q1: 4,560 shares; 2022Q2: 4,367 shares; 2022Q3: 4,367 shares 4,367 $363K 0.03% 0 Timeline FOXF FOX FACTORY HLDG CORP More: the full row for FOX FACTORY HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,311 shares; 2021Q1: 4,728 shares; 2021Q2: 4,789 shares; 2021Q3: 5,244 shares; 2021Q4: 5,492 shares; 2022Q1: 4,921 shares; 2022Q2: 4,569 shares; 2022Q3: 4,569 shares 4,569 $361K 0.03% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,844 shares; 2021Q1: 3,495 shares; 2021Q2: 4,455 shares; 2021Q3: 4,629 shares; 2021Q4: 4,629 shares; 2022Q1: 4,644 shares; 2022Q2: 4,274 shares; 2022Q3: 4,274 shares 4,274 $354K 0.03% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,176 shares; 2021Q1: 2,126 shares; 2021Q2: 2,458 shares; 2021Q3: 2,202 shares; 2021Q4: 3,287 shares; 2022Q1: 3,053 shares; 2022Q2: 3,173 shares; 2022Q3: 2,108 shares 2,108 $346K 0.03% -1,065 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 2,700 shares; 2021Q4: 2,700 shares; 2022Q1: 2,700 shares; 2022Q2: 2,700 shares; 2022Q3: 2,700 shares 2,700 $343K 0.03% 0 Timeline VECO VEECO INSTRS INC DEL More: the full row for VEECO INSTRS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 11,749 shares; 2021Q4: 12,847 shares; 2022Q1: 12,308 shares; 2022Q2: 18,549 shares; 2022Q3: 18,549 shares 18,549 $340K 0.03% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,731 shares; 2021Q1: 5,731 shares; 2021Q2: 5,731 shares; 2021Q3: 5,731 shares; 2021Q4: 5,731 shares; 2022Q1: 5,731 shares; 2022Q2: 5,731 shares; 2022Q3: 5,731 shares 5,731 $331K 0.03% 0 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 9,500 shares; 2021Q1: 9,500 shares; 2021Q2: 9,500 shares; 2021Q3: 10,750 shares; 2021Q4: 10,750 shares; 2022Q1: 10,750 shares; 2022Q2: 10,750 shares; 2022Q3: 10,750 shares 10,750 $330K 0.03% 0 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; 2020Q4: 4,969 shares; 2021Q1: 4,730 shares; 2021Q2: 4,730 shares; 2021Q3: 4,730 shares; 2021Q4: 4,760 shares; 2022Q1: 4,760 shares; 2022Q2: 4,860 shares; 2022Q3: 4,890 shares 4,890 $326K 0.03% +30 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 8,450 shares; 2021Q1: 8,850 shares; 2021Q2: 8,850 shares; 2021Q3: 8,850 shares; 2021Q4: 7,500 shares; 2022Q1: 6,700 shares; 2022Q2: 5,600 shares; 2022Q3: 3,300 shares 3,300 $326K 0.03% -2,300 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,429 shares; 2021Q1: 4,235 shares; 2021Q2: 4,417 shares; 2021Q3: 3,368 shares; 2021Q4: 2,734 shares; 2022Q1: 2,342 shares; 2022Q2: 2,422 shares; 2022Q3: 2,599 shares 2,599 $315K 0.03% +177 Timeline 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; 2020Q4: 2,063 shares; 2021Q1: 2,030 shares; 2021Q2: 2,030 shares; 2021Q3: 2,030 shares; 2021Q4: 2,061 shares; 2022Q1: 2,030 shares; 2022Q2: 2,540 shares; 2022Q3: 2,574 shares 2,574 $313K 0.03% +34 Timeline PCRX PACIRA BIOSCIENCES INC More: the full row for PACIRA BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 4,070 shares; 2021Q2: 3,513 shares; 2021Q3: 3,904 shares; 2021Q4: 4,383 shares; 2022Q1: 4,490 shares; 2022Q2: 5,829 shares; 2022Q3: 5,829 shares 5,829 $310K 0.03% 0 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,359 shares 1,359 $307K 0.03% new Timeline EVERBRIDGE INC EVERBRIDGE INC More: the full row for EVERBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 13,450 shares; 2021Q1: 11,744 shares; 2021Q2: 10,865 shares; 2021Q3: 9,977 shares; 2021Q4: 10,173 shares; 2022Q1: 10,052 shares; 2022Q2: 9,785 shares; 2022Q3: 9,785 shares 9,785 $302K 0.03% 0 FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,930 shares; 2021Q1: 5,600 shares; 2021Q2: 6,225 shares; 2021Q3: 5,600 shares; 2021Q4: 6,302 shares; 2022Q1: 6,302 shares; 2022Q2: 6,302 shares; 2022Q3: 6,302 shares 6,302 $290K 0.02% 0 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,852 shares; 2021Q1: not reported; 2021Q2: 3,803 shares; 2021Q3: not reported; 2021Q4: 7,469 shares; 2022Q1: 5,354 shares; 2022Q2: 5,304 shares; 2022Q3: 6,080 shares 6,080 $290K 0.02% +776 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,951 shares 6,951 $288K 0.02% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 18,341 shares; 2021Q1: 24,605 shares; 2021Q2: 28,287 shares; 2021Q3: 29,838 shares; 2021Q4: 33,599 shares; 2022Q1: 6,020 shares; 2022Q2: 3,216 shares; 2022Q3: 2,706 shares 2,706 $284K 0.02% -510 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 327 shares; 2022Q1: 256 shares; 2022Q2: 256 shares; 2022Q3: 256 shares 256 $278K 0.02% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,336 shares; 2021Q3: 2,336 shares; 2021Q4: 2,447 shares; 2022Q1: 2,236 shares; 2022Q2: 2,904 shares; 2022Q3: 2,634 shares 2,634 $276K 0.02% -270 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,945 shares; 2021Q1: 10,784 shares; 2021Q2: 12,278 shares; 2021Q3: 6,711 shares; 2021Q4: 7,139 shares; 2022Q1: 6,788 shares; 2022Q2: 6,788 shares; 2022Q3: 6,788 shares 6,788 $274K 0.02% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,706 shares; 2021Q1: 1,456 shares; 2021Q2: 1,468 shares; 2021Q3: 1,356 shares; 2021Q4: 1,356 shares; 2022Q1: 1,256 shares; 2022Q2: 1,281 shares; 2022Q3: 1,281 shares 1,281 $269K 0.02% 0 Timeline SUMMIT FINL GROUP INC SUMMIT FINL GROUP INC More: the full row for SUMMIT FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 42,000 shares; 2021Q1: 7,550 shares; 2021Q2: 13,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares; 2022Q2: 10,000 shares; 2022Q3: 10,000 shares 10,000 $269K 0.02% 0 DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 1,090 shares; 2021Q1: 1,115 shares; 2021Q2: 1,115 shares; 2021Q3: 1,115 shares; 2021Q4: 1,152 shares; 2022Q1: 1,115 shares; 2022Q2: 1,115 shares; 2022Q3: 1,115 shares 1,115 $267K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,240 shares; 2021Q1: 4,240 shares; 2021Q2: 4,265 shares; 2021Q3: 4,265 shares; 2021Q4: 4,265 shares; 2022Q1: 4,265 shares; 2022Q2: 4,265 shares; 2022Q3: 4,265 shares 4,265 $265K 0.02% 0 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,673 shares; 2021Q3: 1,580 shares; 2021Q4: 1,580 shares; 2022Q1: 1,650 shares; 2022Q2: 1,650 shares; 2022Q3: 1,651 shares 1,651 $264K 0.02% +1 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 4,479 shares; 2021Q1: 3,689 shares; 2021Q2: 3,727 shares; 2021Q3: 3,002 shares; 2021Q4: 1,990 shares; 2022Q1: 1,915 shares; 2022Q2: 1,865 shares; 2022Q3: 1,865 shares 1,865 $261K 0.02% 0 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 11,718 shares; 2021Q1: 9,333 shares; 2021Q2: 9,001 shares; 2021Q3: 8,992 shares; 2021Q4: 8,988 shares; 2022Q1: 8,082 shares; 2022Q2: 8,093 shares; 2022Q3: 8,086 shares 8,086 $253K 0.02% -7 Timeline SPT SPROUT SOCIAL INC More: the full row for SPROUT SOCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 5,078 shares; 2021Q2: 3,943 shares; 2021Q3: 4,730 shares; 2021Q4: 4,929 shares; 2022Q1: 4,293 shares; 2022Q2: 4,009 shares; 2022Q3: 4,009 shares 4,009 $243K 0.02% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,608 shares 1,608 $239K 0.02% new 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; 2020Q4: not reported; 2021Q1: 2,490 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,412 shares; 2022Q3: 3,151 shares 3,151 $238K 0.02% -3,261 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,300 shares 2,300 $236K 0.02% new Timeline XPEL XPEL INC More: the full row for XPEL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,039 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,542 shares 3,542 $228K 0.02% new Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 2,773 shares; 2021Q2: 2,725 shares; 2021Q3: 2,916 shares; 2021Q4: 3,802 shares; 2022Q1: 3,549 shares; 2022Q2: 3,298 shares; 2022Q3: 3,298 shares 3,298 $226K 0.02% 0 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,964 shares; 2021Q1: 2,964 shares; 2021Q2: 2,964 shares; 2021Q3: 2,964 shares; 2021Q4: 2,964 shares; 2022Q1: 2,964 shares; 2022Q2: 2,964 shares; 2022Q3: 2,964 shares 2,964 $217K 0.02% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 2,510 shares; 2021Q1: 2,145 shares; 2021Q2: 2,005 shares; 2021Q3: 2,069 shares; 2021Q4: 2,069 shares; 2022Q1: 2,005 shares; 2022Q2: 2,005 shares; 2022Q3: 2,005 shares 2,005 $215K 0.02% 0 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; 2020Q4: not reported; 2021Q1: 9,903 shares; 2021Q2: 10,004 shares; 2021Q3: 9,830 shares; 2021Q4: 11,361 shares; 2022Q1: 5,559 shares; 2022Q2: not reported; 2022Q3: 7,550 shares 7,550 $212K 0.02% new 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; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,859 shares; 2021Q4: 3,478 shares; 2022Q1: 3,339 shares; 2022Q2: 3,242 shares; 2022Q3: 3,242 shares 3,242 $211K 0.02% 0 FDIQ INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: 3,800 shares; 2021Q2: 3,800 shares; 2021Q3: 3,800 shares; 2021Q4: 3,800 shares; 2022Q1: 3,800 shares; 2022Q2: 3,800 shares; 2022Q3: 3,800 shares 3,800 $210K 0.02% 0 Timeline AZEK CO INC AZEK CO INC More: the full row for AZEK CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,448 shares; 2021Q3: 7,503 shares; 2021Q4: 570,506 shares; 2022Q1: 544,783 shares; 2022Q2: 32,533 shares; 2022Q3: 12,603 shares 12,603 $209K 0.02% -19,930 ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 3,903 shares; 2021Q1: 3,778 shares; 2021Q2: 3,280 shares; 2021Q3: 3,280 shares; 2021Q4: 3,280 shares; 2022Q1: 2,405 shares; 2022Q2: 2,405 shares; 2022Q3: 2,405 shares 2,405 $206K 0.02% 0 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 5,700 shares; 2021Q1: 5,500 shares; 2021Q2: 5,500 shares; 2021Q3: 5,500 shares; 2021Q4: 5,500 shares; 2022Q1: 5,500 shares; 2022Q2: 5,500 shares; 2022Q3: 5,500 shares 5,500 $206K 0.02% 0 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 71,416 shares; 2021Q4: 66,486 shares; 2022Q1: 61,642 shares; 2022Q2: 10,719 shares; 2022Q3: 9,627 shares 9,627 $205K 0.02% -1,092 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 13,412 shares; 2021Q1: 10,545 shares; 2021Q2: 10,545 shares; 2021Q3: 10,545 shares; 2021Q4: 10,545 shares; 2022Q1: 8,845 shares; 2022Q2: 8,845 shares; 2022Q3: 8,845 shares 8,845 $205K 0.02% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 339,539 shares; 2021Q1: 325,628 shares; 2021Q2: 316,817 shares; 2021Q3: 278,558 shares; 2021Q4: 46,049 shares; 2022Q1: 18,852 shares; 2022Q2: 15,652 shares; 2022Q3: 13,250 shares 13,250 $203K 0.02% -2,402 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 13,507 shares; 2021Q1: 20,703 shares; 2021Q2: 19,588 shares; 2021Q3: 20,547 shares; 2021Q4: 21,983 shares; 2022Q1: 18,419 shares; 2022Q2: 17,775 shares; 2022Q3: 15,275 shares 15,275 $155K 0.01% -2,500 Timeline NAD NUVEEN QUALITY MUNCP INCOME More: the full row for NUVEEN QUALITY MUNCP INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: 41,530 shares; 2021Q1: 41,530 shares; 2021Q2: 41,530 shares; 2021Q3: 41,530 shares; 2021Q4: 30,030 shares; 2022Q1: 24,030 shares; 2022Q2: 14,849 shares; 2022Q3: 13,849 shares 13,849 $152K 0.01% -1,000 Timeline CCEL CRYO-CELL INTL INC More: the full row for CRYO-CELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 19,563 shares; 2021Q4: 19,563 shares; 2022Q1: 19,563 shares; 2022Q2: 19,563 shares; 2022Q3: 19,563 shares 19,563 $119K 0.01% 0 Timeline ROCKET LAB USA INC ROCKET LAB USA INC More: the full row for ROCKET LAB USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 14,000 shares 14,000 $57K <0.01% new COMSCORE INC COMSCORE INC More: the full row for COMSCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 12,000 shares; 2022Q3: 12,000 shares 12,000 $20K <0.01% 0