AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 673,793 shares; 2021Q1: 675,001 shares; 2021Q2: 682,188 shares 682,188 $93.4M 5.64% +7,187 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 293,656 shares; 2021Q1: 293,928 shares; 2021Q2: 296,550 shares 296,550 $80.3M 4.85% +2,622 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,030 shares; 2021Q1: 22,836 shares; 2021Q2: 23,300 shares 23,300 $80.2M 4.84% +464 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 264,517 shares; 2021Q1: 240,944 shares; 2021Q2: 240,600 shares 240,600 $70.1M 4.23% -344 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 139,407 shares; 2021Q1: 139,891 shares; 2021Q2: 126,983 shares 126,983 $64.9M 3.92% -12,908 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 153,875 shares; 2021Q1: 156,585 shares; 2021Q2: 160,464 shares 160,464 $58.6M 3.54% +3,879 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 195,323 shares; 2021Q1: 201,954 shares; 2021Q2: 202,110 shares 202,110 $49M 2.96% +156 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 110,234 shares; 2021Q1: 114,542 shares; 2021Q2: 117,039 shares 117,039 $46.9M 2.83% +2,497 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,077 shares; 2021Q1: 18,575 shares; 2021Q2: 18,993 shares 18,993 $46.4M 2.8% +418 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 383,384 shares; 2021Q1: 385,405 shares; 2021Q2: 398,590 shares 398,590 $46.2M 2.79% +13,185 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 412,777 shares; 2021Q1: 422,436 shares; 2021Q2: 426,382 shares 426,382 $43.6M 2.63% +3,946 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 201,161 shares; 2021Q1: 201,599 shares; 2021Q2: 223,322 shares 223,322 $43.2M 2.6% +21,723 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 104,472 shares; 2021Q1: 107,324 shares; 2021Q2: 111,093 shares 111,093 $40.4M 2.44% +3,769 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 97,025 shares; 2021Q1: 101,475 shares; 2021Q2: 103,073 shares 103,073 $35.8M 2.16% +1,598 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 79,503 shares 79,503 $33M 1.99% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,147 shares; 2021Q1: 35,140 shares; 2021Q2: 35,359 shares 35,359 $32.5M 1.96% +219 Timeline EDWARDS LIFESCIENCES CORP EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 285,688 shares; 2021Q1: not reported; 2021Q2: 307,910 shares 307,910 $31.9M 1.92% new CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 121,056 shares; 2021Q1: 126,649 shares; 2021Q2: 128,479 shares 128,479 $31.4M 1.89% +1,830 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,330 shares; 2021Q1: 11,978 shares; 2021Q2: 11,890 shares 11,890 $29.8M 1.8% -88 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 256,113 shares; 2021Q1: 279,157 shares; 2021Q2: 297,792 shares 297,792 $27.2M 1.64% +18,635 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 231,612 shares; 2021Q1: 240,938 shares; 2021Q2: 253,309 shares 253,309 $27.1M 1.63% +12,371 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,237 shares; 2021Q1: 44,280 shares; 2021Q2: 45,661 shares 45,661 $26.7M 1.61% +1,381 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,133 shares; 2021Q1: 44,604 shares; 2021Q2: 45,898 shares 45,898 $26M 1.57% +1,294 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,927 shares; 2021Q1: 124,130 shares; 2021Q2: 137,496 shares 137,496 $21.7M 1.31% +13,366 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 136,457 shares; 2021Q1: 141,008 shares; 2021Q2: 143,755 shares 143,755 $21.3M 1.29% +2,747 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,832 shares; 2021Q1: 35,896 shares; 2021Q2: 37,711 shares 37,711 $20.7M 1.25% +1,815 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,229 shares; 2021Q1: 100,460 shares; 2021Q2: 109,733 shares 109,733 $17.1M 1.03% +9,273 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 73,358 shares; 2021Q1: 74,620 shares; 2021Q2: 74,527 shares 74,527 $16.8M 1.01% -93 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 233,122 shares; 2021Q1: 243,545 shares; 2021Q2: 257,693 shares 257,693 $14.4M 0.87% +14,148 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,499 shares; 2021Q1: 42,985 shares; 2021Q2: 44,358 shares 44,358 $14.1M 0.85% +1,373 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 76,143 shares; 2021Q1: 90,458 shares; 2021Q2: 94,889 shares 94,889 $12.8M 0.77% +4,431 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 72,089 shares; 2021Q1: 35,032 shares; 2021Q2: 33,759 shares 33,759 $12.8M 0.77% -1,273 Timeline TARGET CORP TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 49,382 shares; 2021Q1: not reported; 2021Q2: 51,083 shares 51,083 $12.3M 0.75% new BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,184 shares; 2021Q1: 13,429 shares; 2021Q2: 13,604 shares 13,604 $11.9M 0.72% +175 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 107,844 shares; 2021Q1: 114,388 shares; 2021Q2: 116,750 shares 116,750 $11.5M 0.7% +2,362 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 59,628 shares; 2021Q1: 65,878 shares; 2021Q2: 68,800 shares 68,800 $11.3M 0.68% +2,922 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,702 shares; 2021Q1: 96,906 shares; 2021Q2: 100,521 shares 100,521 $11.3M 0.68% +3,615 Timeline INVESCO QQQ TR INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 25,450 shares; 2021Q1: not reported; 2021Q2: 30,050 shares 30,050 $10.7M 0.64% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 259,520 shares; 2021Q1: 249,290 shares; 2021Q2: 256,920 shares 256,920 $10.6M 0.64% +7,630 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,107 shares; 2021Q1: 44,250 shares; 2021Q2: 45,029 shares 45,029 $10.4M 0.63% +779 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,705 shares; 2021Q1: 24,013 shares; 2021Q2: 24,040 shares 24,040 $10.3M 0.62% +27 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,013 shares; 2021Q1: 51,016 shares; 2021Q2: 52,516 shares 52,516 $10.2M 0.62% +1,500 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 151,903 shares; 2021Q1: 166,973 shares; 2021Q2: 161,011 shares 161,011 $9.74M 0.59% -5,962 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 172,940 shares; 2021Q1: 181,400 shares; 2021Q2: 183,924 shares 183,924 $9.48M 0.57% +2,524 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 339,539 shares; 2021Q1: 325,628 shares; 2021Q2: 316,817 shares 316,817 $9.12M 0.55% -8,811 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,213 shares; 2021Q1: 36,919 shares; 2021Q2: 36,910 shares 36,910 $8.76M 0.53% -9 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 220,008 shares; 2021Q1: 210,205 shares; 2021Q2: 216,818 shares 216,818 $8.49M 0.51% +6,613 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 95,956 shares; 2021Q1: 96,492 shares; 2021Q2: 100,633 shares 100,633 $8.36M 0.5% +4,141 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 87,314 shares; 2021Q1: 82,608 shares; 2021Q2: 82,106 shares 82,106 $8.36M 0.5% -502 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 143,470 shares; 2021Q1: 148,754 shares; 2021Q2: 155,723 shares 155,723 $8.25M 0.5% +6,969 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,366 shares; 2021Q1: 74,978 shares; 2021Q2: 77,153 shares 77,153 $8.08M 0.49% +2,175 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,537 shares; 2021Q1: 49,428 shares; 2021Q2: 52,737 shares 52,737 $7.93M 0.48% +3,309 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 91,350 shares; 2021Q1: 96,962 shares; 2021Q2: 100,437 shares 100,437 $7.81M 0.47% +3,475 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,608 shares; 2021Q1: 74,469 shares; 2021Q2: 81,130 shares 81,130 $7.81M 0.47% +6,661 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,982 shares; 2021Q1: 39,616 shares; 2021Q2: 32,579 shares 32,579 $7.48M 0.45% -7,037 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,218 shares; 2021Q1: 77,075 shares; 2021Q2: 84,826 shares 84,826 $7.08M 0.43% +7,751 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 62,526 shares; 2021Q1: 62,951 shares; 2021Q2: 124,781 shares 124,781 $6.93M 0.42% +61,830 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 58,617 shares; 2021Q1: 60,889 shares; 2021Q2: 61,721 shares 61,721 $6.62M 0.4% +832 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,322 shares; 2021Q1: 43,203 shares; 2021Q2: 48,976 shares 48,976 $6.58M 0.4% +5,773 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 143,940 shares; 2021Q1: 120,196 shares; 2021Q2: 120,493 shares 120,493 $6.54M 0.39% +297 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,341 shares; 2021Q1: 24,605 shares; 2021Q2: 28,287 shares 28,287 $5.6M 0.34% +3,682 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,696 shares; 2021Q1: 27,964 shares; 2021Q2: 29,683 shares 29,683 $5.22M 0.31% +1,719 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,077 shares; 2021Q1: 8,874 shares; 2021Q2: 10,274 shares 10,274 $4.9M 0.3% +1,400 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,048 shares; 2021Q1: 20,988 shares; 2021Q2: 20,898 shares 20,898 $4.89M 0.29% -90 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,292 shares; 2021Q1: 10,905 shares; 2021Q2: 10,977 shares 10,977 $4.72M 0.28% +72 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,277 shares; 2021Q1: 38,880 shares; 2021Q2: 42,124 shares 42,124 $4.71M 0.28% +3,244 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 87,223 shares; 2021Q1: 73,541 shares; 2021Q2: 70,149 shares 70,149 $4.42M 0.27% -3,392 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,845 shares; 2021Q1: 45,304 shares; 2021Q2: 55,638 shares 55,638 $4.08M 0.25% +10,334 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 60,084 shares; 2021Q2: 93,033 shares 93,033 $3.81M 0.23% +32,949 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,700 shares; 2021Q1: 15,384 shares; 2021Q2: 15,174 shares 15,174 $3.48M 0.21% -210 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 167,726 shares; 2021Q1: 74,579 shares; 2021Q2: 61,818 shares 61,818 $3.47M 0.21% -12,761 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 179,416 shares; 2021Q1: 172,544 shares; 2021Q2: 181,150 shares 181,150 $3.3M 0.2% +8,606 Timeline WESTROCK CO WESTROCK CO More: the full row for WESTROCK CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 54,037 shares; 2021Q1: 53,851 shares; 2021Q2: 52,849 shares 52,849 $2.81M 0.17% -1,002 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 52,907 shares; 2021Q1: 50,809 shares; 2021Q2: 36,350 shares 36,350 $2.81M 0.17% -14,459 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,211 shares; 2021Q1: 10,111 shares; 2021Q2: 10,230 shares 10,230 $2.78M 0.17% +119 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,126 shares; 2021Q1: 3,063 shares; 2021Q2: 3,024 shares 3,024 $2.42M 0.15% -39 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,462 shares; 2021Q1: 8,738 shares; 2021Q2: 8,968 shares 8,968 $2.41M 0.15% +230 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,453 shares; 2021Q1: 31,803 shares; 2021Q2: 39,724 shares 39,724 $2.27M 0.14% +7,921 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,935 shares; 2021Q1: 14,737 shares; 2021Q2: 15,590 shares 15,590 $2.2M 0.13% +853 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,875 shares; 2021Q1: 13,165 shares; 2021Q2: 13,165 shares 13,165 $2.15M 0.13% 0 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,554 shares; 2021Q1: 26,610 shares; 2021Q2: 27,362 shares 27,362 $2.12M 0.13% +752 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,558 shares; 2021Q2: 8,832 shares 8,832 $2.04M 0.12% +274 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,051 shares; 2021Q1: 6,783 shares; 2021Q2: 7,033 shares 7,033 $2.04M 0.12% +250 Timeline MXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 19,486 shares; 2021Q1: 21,614 shares; 2021Q2: 22,332 shares 22,332 $2.03M 0.12% +718 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 72,144 shares; 2021Q2: 74,718 shares 74,718 $1.99M 0.12% +2,574 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,787 shares; 2021Q1: 7,367 shares; 2021Q2: 7,107 shares 7,107 $1.98M 0.12% -260 Timeline IXP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 22,611 shares 22,611 $1.96M 0.12% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,096 shares; 2021Q1: 8,004 shares; 2021Q2: 8,252 shares 8,252 $1.95M 0.12% +248 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,246 shares; 2021Q1: 8,573 shares; 2021Q2: 9,675 shares 9,675 $1.92M 0.12% +1,102 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,355 shares; 2021Q1: 4,075 shares; 2021Q2: 3,815 shares 3,815 $1.87M 0.11% -260 Timeline EXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,052 shares; 2021Q1: not reported; 2021Q2: 15,529 shares 15,529 $1.85M 0.11% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,040 shares; 2021Q1: 4,940 shares; 2021Q2: 4,645 shares 4,645 $1.85M 0.11% -295 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,893 shares; 2021Q1: 7,764 shares; 2021Q2: 8,084 shares 8,084 $1.8M 0.11% +320 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,570 shares; 2021Q1: 16,515 shares; 2021Q2: 16,045 shares 16,045 $1.68M 0.1% -470 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,417 shares; 2021Q1: 9,154 shares; 2021Q2: 9,577 shares 9,577 $1.59M 0.1% +423 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,450 shares; 2021Q1: 11,744 shares; 2021Q2: 10,865 shares 10,865 $1.48M 0.09% -879 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,100 shares; 2021Q1: 8,400 shares; 2021Q2: 8,410 shares 8,410 $1.45M 0.09% +10 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,521 shares; 2021Q1: 8,386 shares; 2021Q2: 7,520 shares 7,520 $1.45M 0.09% -866 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,412 shares; 2021Q1: 17,409 shares; 2021Q2: 17,510 shares 17,510 $1.36M 0.08% +101 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,922 shares; 2021Q1: 2,997 shares; 2021Q2: 3,301 shares 3,301 $1.31M 0.08% +304 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,253 shares; 2021Q1: 4,343 shares; 2021Q2: 4,783 shares 4,783 $1.28M 0.08% +440 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,685 shares; 2021Q1: 15,745 shares; 2021Q2: 15,310 shares 15,310 $1.21M 0.07% -435 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,150 shares; 2021Q1: 14,700 shares; 2021Q2: 13,800 shares 13,800 $1.13M 0.07% -900 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,918 shares; 2021Q1: 9,920 shares; 2021Q2: 9,647 shares 9,647 $1.13M 0.07% -273 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,600 shares; 2021Q1: 11,400 shares; 2021Q2: 11,400 shares 11,400 $1.11M 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,887 shares; 2021Q1: 14,311 shares; 2021Q2: 12,327 shares 12,327 $1.09M 0.07% -1,984 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,932 shares; 2021Q1: 1,971 shares; 2021Q2: 2,046 shares 2,046 $1.08M 0.07% +75 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,925 shares; 2021Q1: 9,200 shares; 2021Q2: 10,204 shares 10,204 $1.06M 0.06% +1,004 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,429 shares; 2021Q1: 4,235 shares; 2021Q2: 4,417 shares 4,417 $1.06M 0.06% +182 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,295 shares; 2021Q1: 4,245 shares; 2021Q2: 4,769 shares 4,769 $1.05M 0.06% +524 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,123 shares; 2021Q1: 2,033 shares; 2021Q2: 1,784 shares 1,784 $1.04M 0.06% -249 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,025 shares; 2021Q1: 10,980 shares; 2021Q2: 32,039 shares 32,039 $1.03M 0.06% +21,059 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,185 shares; 2021Q1: 5,248 shares; 2021Q2: 5,182 shares 5,182 $1M 0.06% -66 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,475 shares; 2021Q1: 9,359 shares; 2021Q2: 9,359 shares 9,359 $981K 0.06% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,920 shares; 2021Q1: 3,900 shares; 2021Q2: 3,975 shares 3,975 $969K 0.06% +75 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,376 shares; 2021Q1: 21,376 shares; 2021Q2: 21,376 shares 21,376 $943K 0.06% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,450 shares; 2021Q1: 8,850 shares; 2021Q2: 8,850 shares 8,850 $902K 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,270 shares; 2021Q1: 4,758 shares; 2021Q2: 5,016 shares 5,016 $887K 0.05% +258 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,775 shares; 2021Q1: 13,775 shares; 2021Q2: 13,775 shares 13,775 $884K 0.05% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,150 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares 10,000 $880K 0.05% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,146 shares; 2021Q2: 13,119 shares 13,119 $879K 0.05% +4,973 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,606 shares; 2021Q1: 17,152 shares; 2021Q2: 11,825 shares 11,825 $870K 0.05% -5,327 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,444 shares; 2021Q1: 3,644 shares; 2021Q2: 3,936 shares 3,936 $863K 0.05% +292 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,920 shares; 2021Q1: 6,916 shares; 2021Q2: 6,442 shares 6,442 $862K 0.05% -474 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,056 shares; 2021Q1: 3,091 shares; 2021Q2: 3,266 shares 3,266 $848K 0.05% +175 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,013 shares; 2021Q1: 12,416 shares; 2021Q2: 12,242 shares 12,242 $825K 0.05% -174 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,042 shares; 2021Q1: 6,826 shares; 2021Q2: 7,130 shares 7,130 $802K 0.05% +304 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,532 shares; 2021Q1: 5,062 shares; 2021Q2: 5,142 shares 5,142 $796K 0.05% +80 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,713 shares; 2021Q1: 7,160 shares; 2021Q2: 6,941 shares 6,941 $784K 0.05% -219 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,595 shares; 2021Q1: 9,757 shares; 2021Q2: 9,574 shares 9,574 $779K 0.05% -183 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,440 shares; 2021Q1: 6,032 shares; 2021Q2: 6,635 shares 6,635 $765K 0.05% +603 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,802 shares; 2021Q1: 5,337 shares; 2021Q2: 5,157 shares 5,157 $764K 0.05% -180 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,650 shares; 2021Q1: 16,650 shares; 2021Q2: 16,150 shares 16,150 $754K 0.05% -500 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,145 shares; 2021Q1: 5,650 shares; 2021Q2: 5,675 shares 5,675 $753K 0.05% +25 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,311 shares; 2021Q1: 4,728 shares; 2021Q2: 4,789 shares 4,789 $745K 0.04% +61 Timeline XBI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,555 shares; 2021Q1: 5,420 shares; 2021Q2: 5,420 shares 5,420 $734K 0.04% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,036 shares; 2021Q1: 3,968 shares; 2021Q2: 4,782 shares 4,782 $729K 0.04% +814 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,250 shares; 2021Q1: 3,270 shares; 2021Q2: 3,439 shares 3,439 $715K 0.04% +169 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,945 shares; 2021Q1: 10,784 shares; 2021Q2: 12,278 shares 12,278 $699K 0.04% +1,494 Timeline RTX CORPORATION RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,843 shares; 2021Q1: not reported; 2021Q2: 8,104 shares 8,104 $691K 0.04% new YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,898 shares; 2021Q1: 5,844 shares; 2021Q2: 5,982 shares 5,982 $688K 0.04% +138 Timeline FIRST TR EXCHANGE-TRADED FD 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,310 shares; 2021Q1: not reported; 2021Q2: 3,910 shares 3,910 $675K 0.04% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,530 shares; 2021Q1: 41,530 shares; 2021Q2: 41,530 shares 41,530 $665K 0.04% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,873 shares; 2021Q1: 4,305 shares; 2021Q2: 4,628 shares 4,628 $662K 0.04% +323 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,951 shares; 2021Q1: 2,063 shares; 2021Q2: 2,441 shares 2,441 $659K 0.04% +378 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,175 shares; 2021Q1: 2,610 shares; 2021Q2: 2,845 shares 2,845 $624K 0.04% +235 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,683 shares; 2021Q1: 3,225 shares; 2021Q2: 3,044 shares 3,044 $611K 0.04% -181 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,778 shares; 2021Q1: 1,894 shares; 2021Q2: 2,002 shares 2,002 $590K 0.04% +108 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 7,922 shares; 2021Q2: 14,925 shares 14,925 $587K 0.04% +7,003 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,360 shares; 2021Q1: 3,024 shares; 2021Q2: 3,519 shares 3,519 $581K 0.04% +495 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 498 shares; 2021Q1: 778 shares; 2021Q2: 849 shares 849 $577K 0.03% +71 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,200 shares; 2021Q1: 2,114 shares; 2021Q2: 2,000 shares 2,000 $574K 0.03% -114 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,894 shares; 2021Q1: 2,969 shares; 2021Q2: 2,993 shares 2,993 $571K 0.03% +24 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,676 shares; 2021Q1: 3,676 shares; 2021Q2: 3,851 shares 3,851 $569K 0.03% +175 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,235 shares; 2021Q1: 1,135 shares; 2021Q2: 835 shares 835 $567K 0.03% -300 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares 3,000 $566K 0.03% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,507 shares; 2021Q1: 20,703 shares; 2021Q2: 19,588 shares 19,588 $558K 0.03% -1,115 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,617 shares; 2021Q1: 3,933 shares; 2021Q2: 4,386 shares 4,386 $545K 0.03% +453 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,123 shares; 2021Q1: 7,756 shares; 2021Q2: 6,548 shares 6,548 $544K 0.03% -1,208 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,746 shares; 2021Q1: 3,693 shares; 2021Q2: 3,881 shares 3,881 $540K 0.03% +188 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,176 shares; 2021Q1: 2,126 shares; 2021Q2: 2,458 shares 2,458 $535K 0.03% +332 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,846 shares; 2021Q1: 2,127 shares; 2021Q2: 2,249 shares 2,249 $533K 0.03% +122 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,507 shares; 2021Q1: 1,507 shares; 2021Q2: 1,507 shares 1,507 $520K 0.03% 0 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,247 shares; 2021Q1: 4,919 shares; 2021Q2: 5,120 shares 5,120 $516K 0.03% +201 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,479 shares; 2021Q1: 3,689 shares; 2021Q2: 3,727 shares 3,727 $509K 0.03% +38 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,193 shares; 2021Q2: 5,589 shares 5,589 $492K 0.03% +1,396 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,176 shares; 2021Q1: 8,586 shares; 2021Q2: 7,339 shares 7,339 $490K 0.03% -1,247 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,068 shares; 2021Q2: 1,976 shares 1,976 $481K 0.03% -92 Timeline 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,959 shares; 2021Q1: 3,613 shares; 2021Q2: 3,422 shares 3,422 $479K 0.03% -191 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,194 shares; 2021Q1: 816 shares; 2021Q2: 1,203 shares 1,203 $473K 0.03% +387 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,100 shares; 2021Q1: 12,100 shares; 2021Q2: 12,100 shares 12,100 $471K 0.03% 0 Timeline HESKA CORP HESKA CORP More: the full row for HESKA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,516 shares; 2021Q2: 2,031 shares 2,031 $467K 0.03% -485 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,643 shares; 2021Q1: 3,643 shares; 2021Q2: 3,310 shares 3,310 $461K 0.03% -333 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,844 shares; 2021Q1: 3,495 shares; 2021Q2: 4,455 shares 4,455 $456K 0.03% +960 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,558 shares 3,558 $442K 0.03% new Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 828 shares; 2021Q1: 775 shares; 2021Q2: 700 shares 700 $442K 0.03% -75 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,636 shares; 2021Q1: 3,269 shares; 2021Q2: 2,995 shares 2,995 $439K 0.03% -274 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,891 shares; 2021Q1: 9,628 shares; 2021Q2: 8,003 shares 8,003 $433K 0.03% -1,625 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,953 shares; 2021Q1: 3,068 shares; 2021Q2: 3,235 shares 3,235 $421K 0.03% +167 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,995 shares; 2021Q1: 4,858 shares; 2021Q2: 4,118 shares 4,118 $408K 0.02% -740 Timeline CDNA CAREDX INC More: the full row for CAREDX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,421 shares; 2021Q2: 4,442 shares 4,442 $407K 0.02% -979 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,722 shares; 2021Q1: 2,370 shares; 2021Q2: 2,275 shares 2,275 $406K 0.02% -95 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,903 shares; 2021Q2: 10,004 shares 10,004 $395K 0.02% +101 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 726 shares; 2021Q1: 679 shares; 2021Q2: 781 shares 781 $394K 0.02% +102 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,238 shares 5,238 $392K 0.02% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,706 shares; 2021Q1: 1,456 shares; 2021Q2: 1,468 shares 1,468 $390K 0.02% +12 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,500 shares; 2021Q1: 9,500 shares; 2021Q2: 9,500 shares 9,500 $384K 0.02% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,361 shares; 2021Q1: 3,020 shares; 2021Q2: 3,020 shares 3,020 $380K 0.02% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,091 shares; 2021Q1: 1,583 shares; 2021Q2: 1,779 shares 1,779 $366K 0.02% +196 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,723 shares; 2021Q2: 3,731 shares 3,731 $358K 0.02% +8 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,078 shares; 2021Q2: 3,943 shares 3,943 $353K 0.02% -1,135 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,731 shares; 2021Q1: 5,731 shares; 2021Q2: 5,731 shares 5,731 $349K 0.02% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,083 shares; 2021Q1: 1,083 shares; 2021Q2: 1,101 shares 1,101 $343K 0.02% +18 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,766 shares; 2021Q1: 5,536 shares; 2021Q2: 5,582 shares 5,582 $340K 0.02% +46 Timeline CERNER CORP CERNER CORP More: the full row for CERNER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,890 shares; 2021Q1: 4,340 shares; 2021Q2: 4,340 shares 4,340 $339K 0.02% 0 IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,240 shares; 2021Q1: 4,240 shares; 2021Q2: 4,265 shares 4,265 $338K 0.02% +25 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6,067 shares; 2021Q2: 6,067 shares 6,067 $336K 0.02% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,969 shares; 2021Q1: 4,730 shares; 2021Q2: 4,730 shares 4,730 $331K 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,718 shares; 2021Q1: 9,333 shares; 2021Q2: 9,001 shares 9,001 $330K 0.02% -332 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 795 shares; 2021Q2: 858 shares 858 $326K 0.02% +63 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,930 shares; 2021Q1: 5,600 shares; 2021Q2: 6,225 shares 6,225 $324K 0.02% +625 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,319 shares; 2021Q1: 1,413 shares; 2021Q2: 1,446 shares 1,446 $323K 0.02% +33 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,700 shares; 2021Q1: 5,500 shares; 2021Q2: 5,500 shares 5,500 $300K 0.02% 0 Timeline VICR VICOR CORP More: the full row for VICOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,449 shares; 2021Q2: 2,841 shares 2,841 $300K 0.02% +392 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,336 shares 2,336 $299K 0.02% new Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,991 shares; 2021Q2: 4,343 shares 4,343 $299K 0.02% +352 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,964 shares; 2021Q1: 2,964 shares; 2021Q2: 2,964 shares 2,964 $295K 0.02% 0 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,412 shares; 2021Q1: 10,545 shares; 2021Q2: 10,545 shares 10,545 $295K 0.02% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 1,050 shares 1,050 $286K 0.02% +700 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,000 shares; 2021Q1: 7,550 shares; 2021Q2: 13,000 shares 13,000 $286K 0.02% +5,450 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,063 shares; 2021Q1: 2,030 shares; 2021Q2: 2,030 shares 2,030 $285K 0.02% 0 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 660 shares; 2021Q1: 660 shares; 2021Q2: 660 shares 660 $282K 0.02% 0 Timeline NXH NEIGHBORHOOD INTELLIGENCE IN More: the full row for NEIGHBORHOOD INTELLIGENCE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,057 shares 3,057 $282K 0.02% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,920 shares 2,920 $276K 0.02% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,448 shares 6,448 $274K 0.02% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,173 shares; 2021Q1: 2,223 shares; 2021Q2: 2,223 shares 2,223 $267K 0.02% 0 Timeline MBUU MALIBU BOATS INC More: the full row for MALIBU BOATS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,233 shares; 2021Q2: 3,644 shares 3,644 $267K 0.02% -589 Timeline SDGR SCHRODINGER INC More: the full row for SCHRODINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,233 shares; 2021Q2: 3,499 shares 3,499 $265K 0.02% -734 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,721 shares 1,721 $258K 0.02% new Timeline EARGO INC EARGO INC More: the full row for EARGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6,005 shares; 2021Q2: 6,474 shares 6,474 $258K 0.02% +469 VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,128 shares 3,128 $257K 0.02% new Timeline BAND BANDWIDTH INC More: the full row for BANDWIDTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,855 shares 1,855 $256K 0.02% new Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,596 shares; 2021Q1: 1,607 shares; 2021Q2: 1,487 shares 1,487 $253K 0.02% -120 Timeline ALTERYX, INC (CLASS A) ALTERYX, INC (CLASS A) More: the full row for ALTERYX, INC (CLASS A) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,046 shares; 2021Q1: 2,810 shares; 2021Q2: 2,920 shares 2,920 $251K 0.02% +110 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,350 shares 3,350 $244K 0.01% new Timeline VC VISTEON CORP More: the full row for VISTEON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,017 shares 2,017 $244K 0.01% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,217 shares 3,217 $243K 0.01% new Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,090 shares; 2021Q1: 1,115 shares; 2021Q2: 1,115 shares 1,115 $241K 0.01% 0 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,433 shares 4,433 $241K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,375 shares; 2021Q1: 1,275 shares; 2021Q2: 1,321 shares 1,321 $238K 0.01% +46 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 481 shares 481 $236K 0.01% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,903 shares; 2021Q1: 3,778 shares; 2021Q2: 3,280 shares 3,280 $235K 0.01% -498 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 945 shares; 2021Q1: 1,145 shares; 2021Q2: 1,037 shares 1,037 $235K 0.01% -108 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 540 shares; 2021Q1: 500 shares; 2021Q2: 500 shares 500 $235K 0.01% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,510 shares; 2021Q1: 2,145 shares; 2021Q2: 2,005 shares 2,005 $234K 0.01% -140 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,673 shares 1,673 $234K 0.01% new 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,180 shares; 2021Q2: 5,777 shares 5,777 $234K 0.01% +597 Timeline EYE NATIONAL VISION HLDGS INC More: the full row for NATIONAL VISION HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,458 shares 4,458 $228K 0.01% new Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,803 shares; 2021Q1: 7,231 shares; 2021Q2: 724 shares 724 $227K 0.01% -6,507 Timeline 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,800 shares; 2021Q2: 3,800 shares 3,800 $227K 0.01% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,454 shares 1,454 $225K 0.01% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,150 shares; 2021Q1: 1,100 shares; 2021Q2: 1,100 shares 1,100 $224K 0.01% 0 Timeline LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,773 shares; 2021Q2: 2,725 shares 2,725 $224K 0.01% -48 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,112 shares 2,112 $220K 0.01% new Timeline INVITAE CORP INVITAE CORP More: the full row for INVITAE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6,696 shares; 2021Q2: 6,494 shares 6,494 $219K 0.01% -202 SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,013 shares; 2021Q2: 1,053 shares 1,053 $216K 0.01% +40 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 19,762 shares; 2021Q2: 17,842 shares 17,842 $214K 0.01% -1,920 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,070 shares; 2021Q2: 3,513 shares 3,513 $213K 0.01% -557 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 1,014 shares; 2021Q2: 1,014 shares 1,014 $209K 0.01% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,852 shares; 2021Q1: not reported; 2021Q2: 3,803 shares 3,803 $208K 0.01% new Timeline GMED GLOBUS MED INC More: the full row for GLOBUS MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,675 shares 2,675 $207K 0.01% 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; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,766 shares 2,766 $204K 0.01% new Timeline MIMECAST LIMITED MIMECAST LIMITED More: the full row for MIMECAST LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,790 shares 3,790 $201K 0.01% new XNEAX NUVEEN AMT FREE QLTY MUN INC More: the full row for NUVEEN AMT FREE QLTY MUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares 10,000 $157K 0.01% 0 Timeline EXPRO GROUP HOLDINGS NV COM EXPRO GROUP HOLDINGS NV COM More: the full row for EXPRO GROUP HOLDINGS NV COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,000 shares; 2021Q1: 13,000 shares; 2021Q2: 13,000 shares 13,000 $39K <0.01% 0