AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 673,793 shares; 2021Q1: 675,001 shares; 2021Q2: 682,188 shares; 2021Q3: 681,508 shares; 2021Q4: 678,901 shares; 2022Q1: 552,828 shares 552,828 $96.5M 6.06% -126,073 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 293,656 shares; 2021Q1: 293,928 shares; 2021Q2: 296,550 shares; 2021Q3: 289,291 shares; 2021Q4: 293,462 shares; 2022Q1: 287,140 shares 287,140 $88.5M 5.55% -6,322 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,030 shares; 2021Q1: 22,836 shares; 2021Q2: 23,300 shares; 2021Q3: 23,489 shares; 2021Q4: 23,918 shares; 2022Q1: 23,582 shares 23,582 $76.9M 4.82% -336 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 110,234 shares; 2021Q1: 114,542 shares; 2021Q2: 117,039 shares; 2021Q3: 117,203 shares; 2021Q4: 117,673 shares; 2022Q1: 115,409 shares 115,409 $58.9M 3.69% -2,264 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 153,875 shares; 2021Q1: 156,585 shares; 2021Q2: 160,464 shares; 2021Q3: 161,634 shares; 2021Q4: 165,065 shares; 2022Q1: 162,606 shares 162,606 $58.1M 3.65% -2,459 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,077 shares; 2021Q1: 18,575 shares; 2021Q2: 18,993 shares; 2021Q3: 19,080 shares; 2021Q4: 19,457 shares; 2022Q1: 19,165 shares 19,165 $53.3M 3.34% -292 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 195,323 shares; 2021Q1: 201,954 shares; 2021Q2: 202,110 shares; 2021Q3: 204,750 shares; 2021Q4: 206,475 shares; 2022Q1: 208,149 shares 208,149 $48.1M 3.02% +1,674 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 303,434 shares; 2021Q2: not reported; 2021Q3: 305,648 shares; 2021Q4: 319,190 shares; 2022Q1: 318,783 shares 318,783 $37.5M 2.35% -407 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 201,161 shares; 2021Q1: 201,599 shares; 2021Q2: 223,322 shares; 2021Q3: 229,901 shares; 2021Q4: 234,747 shares; 2022Q1: 232,795 shares 232,795 $36.9M 2.31% -1,952 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 104,472 shares; 2021Q1: 107,324 shares; 2021Q2: 111,093 shares; 2021Q3: 105,838 shares; 2021Q4: 107,987 shares; 2022Q1: 105,454 shares 105,454 $36.5M 2.29% -2,533 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 33,147 shares; 2021Q1: 35,140 shares; 2021Q2: 35,359 shares; 2021Q3: 35,099 shares; 2021Q4: 107,622 shares; 2022Q1: 108,321 shares 108,321 $32.7M 2.05% +699 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,184 shares; 2021Q1: 13,429 shares; 2021Q2: 13,604 shares; 2021Q3: 15,218 shares; 2021Q4: 16,215 shares; 2022Q1: 40,769 shares 40,769 $31.2M 1.95% +24,554 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,330 shares; 2021Q1: 11,978 shares; 2021Q2: 11,890 shares; 2021Q3: 11,270 shares; 2021Q4: 11,163 shares; 2022Q1: 10,786 shares 10,786 $30.1M 1.89% -377 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 264,517 shares; 2021Q1: 240,944 shares; 2021Q2: 240,600 shares; 2021Q3: 237,472 shares; 2021Q4: 261,128 shares; 2022Q1: 255,940 shares 255,940 $29.6M 1.86% -5,188 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 121,056 shares; 2021Q1: 126,649 shares; 2021Q2: 128,479 shares; 2021Q3: 129,954 shares; 2021Q4: 132,363 shares; 2022Q1: 130,157 shares 130,157 $27.6M 1.73% -2,206 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 139,407 shares; 2021Q1: 139,891 shares; 2021Q2: 126,983 shares; 2021Q3: 121,539 shares; 2021Q4: 121,485 shares; 2022Q1: 92,835 shares 92,835 $27.5M 1.73% -28,650 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 79,503 shares; 2021Q3: 84,091 shares; 2021Q4: 88,418 shares; 2022Q1: 90,471 shares 90,471 $26.9M 1.69% +2,053 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,350 shares; 2021Q3: 3,350 shares; 2021Q4: 3,568 shares; 2022Q1: 316,359 shares 316,359 $26.7M 1.67% +312,791 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 97,025 shares; 2021Q1: 101,475 shares; 2021Q2: 103,073 shares; 2021Q3: 106,500 shares; 2021Q4: 109,712 shares; 2022Q1: 110,287 shares 110,287 $24.5M 1.54% +575 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 256,113 shares; 2021Q1: 279,157 shares; 2021Q2: 297,792 shares; 2021Q3: 302,448 shares; 2021Q4: 306,887 shares; 2022Q1: 305,042 shares 305,042 $24.4M 1.53% -1,845 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 136,457 shares; 2021Q1: 141,008 shares; 2021Q2: 143,755 shares; 2021Q3: 139,704 shares; 2021Q4: 141,355 shares; 2022Q1: 144,595 shares 144,595 $24.2M 1.52% +3,240 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,237 shares; 2021Q1: 44,280 shares; 2021Q2: 45,661 shares; 2021Q3: 47,092 shares; 2021Q4: 52,917 shares; 2022Q1: 52,943 shares 52,943 $24.1M 1.51% +26 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 412,777 shares; 2021Q1: 422,436 shares; 2021Q2: 426,382 shares; 2021Q3: 435,117 shares; 2021Q4: 400,202 shares; 2022Q1: 356,119 shares 356,119 $23.3M 1.46% -44,083 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 383,384 shares; 2021Q1: 385,405 shares; 2021Q2: 398,590 shares; 2021Q3: 393,567 shares; 2021Q4: 392,534 shares; 2022Q1: 194,398 shares 194,398 $23M 1.44% -198,136 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 27,696 shares; 2021Q1: 27,964 shares; 2021Q2: 29,683 shares; 2021Q3: 30,282 shares; 2021Q4: 30,500 shares; 2022Q1: 161,776 shares 161,776 $22.2M 1.39% +131,276 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 96,229 shares; 2021Q1: 100,460 shares; 2021Q2: 109,733 shares; 2021Q3: 117,264 shares; 2021Q4: 122,153 shares; 2022Q1: 138,121 shares 138,121 $18.8M 1.18% +15,968 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 92,702 shares; 2021Q1: 96,906 shares; 2021Q2: 100,521 shares; 2021Q3: 108,201 shares; 2021Q4: 109,959 shares; 2022Q1: 107,989 shares 107,989 $17.5M 1.1% -1,970 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,499 shares; 2021Q1: 42,985 shares; 2021Q2: 44,358 shares; 2021Q3: 45,069 shares; 2021Q4: 46,371 shares; 2022Q1: 54,968 shares 54,968 $16.5M 1.03% +8,597 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 73,358 shares; 2021Q1: 74,620 shares; 2021Q2: 74,527 shares; 2021Q3: 76,069 shares; 2021Q4: 79,577 shares; 2022Q1: 77,277 shares 77,277 $16.4M 1.03% -2,300 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 76,143 shares; 2021Q1: 90,458 shares; 2021Q2: 94,889 shares; 2021Q3: 92,335 shares; 2021Q4: 97,788 shares; 2022Q1: 102,674 shares 102,674 $15.7M 0.98% +4,886 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 221,161 shares; 2021Q4: 326,587 shares; 2022Q1: 257,944 shares 257,944 $15.5M 0.97% -68,643 Timeline WING WINGSTOP INC More: the full row for WINGSTOP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,927 shares; 2021Q1: 124,130 shares; 2021Q2: 137,496 shares; 2021Q3: 147,994 shares; 2021Q4: 157,443 shares; 2022Q1: 129,666 shares 129,666 $15.2M 0.95% -27,777 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 233,122 shares; 2021Q1: 243,545 shares; 2021Q2: 257,693 shares; 2021Q3: 252,757 shares; 2021Q4: 257,093 shares; 2022Q1: 275,860 shares 275,860 $14.1M 0.88% +18,767 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 68,366 shares; 2021Q1: 74,978 shares; 2021Q2: 77,153 shares; 2021Q3: 83,982 shares; 2021Q4: 86,472 shares; 2022Q1: 86,122 shares 86,122 $14M 0.88% -350 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 59,628 shares; 2021Q1: 65,878 shares; 2021Q2: 68,800 shares; 2021Q3: 65,965 shares; 2021Q4: 72,895 shares; 2022Q1: 77,562 shares 77,562 $13.7M 0.86% +4,667 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 107,844 shares; 2021Q1: 114,388 shares; 2021Q2: 116,750 shares; 2021Q3: 112,138 shares; 2021Q4: 115,916 shares; 2022Q1: 122,098 shares 122,098 $13.6M 0.86% +6,182 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 6,448 shares; 2021Q3: 7,503 shares; 2021Q4: 570,506 shares; 2022Q1: 544,783 shares 544,783 $13.5M 0.85% -25,723 MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,107 shares; 2021Q1: 44,250 shares; 2021Q2: 45,029 shares; 2021Q3: 42,952 shares; 2021Q4: 44,873 shares; 2022Q1: 52,559 shares 52,559 $13M 0.82% +7,686 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 72,089 shares; 2021Q1: 35,032 shares; 2021Q2: 33,759 shares; 2021Q3: 32,565 shares; 2021Q4: 31,965 shares; 2022Q1: 28,374 shares 28,374 $12.5M 0.79% -3,591 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 52,079 shares; 2021Q2: not reported; 2021Q3: 52,267 shares; 2021Q4: 53,612 shares; 2022Q1: 57,616 shares 57,616 $12.2M 0.77% +4,004 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 220,008 shares; 2021Q1: 210,205 shares; 2021Q2: 216,818 shares; 2021Q3: 205,195 shares; 2021Q4: 206,139 shares; 2022Q1: 231,709 shares 231,709 $12M 0.75% +25,570 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 259,520 shares; 2021Q1: 249,290 shares; 2021Q2: 256,920 shares; 2021Q3: 269,350 shares; 2021Q4: 276,463 shares; 2022Q1: 289,939 shares 289,939 $12M 0.75% +13,476 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 151,903 shares; 2021Q1: 166,973 shares; 2021Q2: 161,011 shares; 2021Q3: 155,735 shares; 2021Q4: 159,723 shares; 2022Q1: 160,515 shares 160,515 $11.6M 0.73% +792 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 51,218 shares; 2021Q1: 77,075 shares; 2021Q2: 84,826 shares; 2021Q3: 93,497 shares; 2021Q4: 100,326 shares; 2022Q1: 114,195 shares 114,195 $11.6M 0.73% +13,869 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,608 shares; 2021Q1: 74,469 shares; 2021Q2: 81,130 shares; 2021Q3: 80,817 shares; 2021Q4: 91,117 shares; 2022Q1: 113,734 shares 113,734 $11.2M 0.7% +22,617 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 95,956 shares; 2021Q1: 96,492 shares; 2021Q2: 100,633 shares; 2021Q3: 104,612 shares; 2021Q4: 113,082 shares; 2022Q1: 115,144 shares 115,144 $11.1M 0.69% +2,062 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 24,705 shares; 2021Q1: 24,013 shares; 2021Q2: 24,040 shares; 2021Q3: 24,643 shares; 2021Q4: 24,407 shares; 2022Q1: 24,454 shares 24,454 $11M 0.69% +47 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 44,013 shares; 2021Q1: 51,016 shares; 2021Q2: 52,516 shares; 2021Q3: 53,655 shares; 2021Q4: 57,010 shares; 2022Q1: 59,754 shares 59,754 $11M 0.69% +2,744 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 62,526 shares; 2021Q1: 62,951 shares; 2021Q2: 124,781 shares; 2021Q3: 132,224 shares; 2021Q4: 144,187 shares; 2022Q1: 185,374 shares 185,374 $10.5M 0.66% +41,187 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,213 shares; 2021Q1: 36,919 shares; 2021Q2: 36,910 shares; 2021Q3: 44,136 shares; 2021Q4: 43,637 shares; 2022Q1: 43,363 shares 43,363 $10.3M 0.65% -274 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 30,056 shares; 2021Q2: not reported; 2021Q3: 30,204 shares; 2021Q4: 29,936 shares; 2022Q1: 27,985 shares 27,985 $10.1M 0.64% -1,951 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 172,940 shares; 2021Q1: 181,400 shares; 2021Q2: 183,924 shares; 2021Q3: 189,911 shares; 2021Q4: 207,403 shares; 2022Q1: 204,571 shares 204,571 $9.83M 0.62% -2,832 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 58,617 shares; 2021Q1: 60,889 shares; 2021Q2: 61,721 shares; 2021Q3: 57,264 shares; 2021Q4: 59,336 shares; 2022Q1: 66,804 shares 66,804 $9.12M 0.57% +7,468 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 143,470 shares; 2021Q1: 148,754 shares; 2021Q2: 155,723 shares; 2021Q3: 146,356 shares; 2021Q4: 151,588 shares; 2022Q1: 161,480 shares 161,480 $9M 0.56% +9,892 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 87,314 shares; 2021Q1: 82,608 shares; 2021Q2: 82,106 shares; 2021Q3: 81,569 shares; 2021Q4: 79,677 shares; 2022Q1: 82,161 shares 82,161 $8.9M 0.56% +2,484 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 91,350 shares; 2021Q1: 96,962 shares; 2021Q2: 100,437 shares; 2021Q3: 92,750 shares; 2021Q4: 95,149 shares; 2022Q1: 98,268 shares 98,268 $8.06M 0.51% +3,119 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,077 shares; 2021Q1: 8,874 shares; 2021Q2: 10,274 shares; 2021Q3: 10,280 shares; 2021Q4: 11,380 shares; 2022Q1: 12,573 shares 12,573 $7.92M 0.5% +1,193 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 36,537 shares; 2021Q1: 49,428 shares; 2021Q2: 52,737 shares; 2021Q3: 51,176 shares; 2021Q4: 53,559 shares; 2022Q1: 48,670 shares 48,670 $6.9M 0.43% -4,889 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 40,845 shares; 2021Q1: 45,304 shares; 2021Q2: 55,638 shares; 2021Q3: 58,294 shares; 2021Q4: 62,382 shares; 2022Q1: 75,020 shares 75,020 $6.36M 0.4% +12,638 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,292 shares; 2021Q1: 10,905 shares; 2021Q2: 10,977 shares; 2021Q3: 10,084 shares; 2021Q4: 11,423 shares; 2022Q1: 12,760 shares 12,760 $5.79M 0.36% +1,337 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 143,940 shares; 2021Q1: 120,196 shares; 2021Q2: 120,493 shares; 2021Q3: 120,766 shares; 2021Q4: 129,016 shares; 2022Q1: 121,807 shares 121,807 $5.62M 0.35% -7,209 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 89,761 shares 89,761 $5.56M 0.35% new Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 87,223 shares; 2021Q1: 73,541 shares; 2021Q2: 70,149 shares; 2021Q3: 67,229 shares; 2021Q4: 67,730 shares; 2022Q1: 66,040 shares 66,040 $5.45M 0.34% -1,690 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 60,084 shares; 2021Q2: 93,033 shares; 2021Q3: 104,683 shares; 2021Q4: 110,930 shares; 2022Q1: 145,980 shares 145,980 $5.39M 0.34% +35,050 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,440 shares; 2021Q1: 6,032 shares; 2021Q2: 6,635 shares; 2021Q3: 6,558 shares; 2021Q4: 6,961 shares; 2022Q1: 49,112 shares 49,112 $5.26M 0.33% +42,151 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,048 shares; 2021Q1: 20,988 shares; 2021Q2: 20,898 shares; 2021Q3: 20,615 shares; 2021Q4: 19,824 shares; 2022Q1: 20,239 shares 20,239 $4.49M 0.28% +415 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,567 shares; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 52,848 shares 52,848 $4.32M 0.27% new Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 179,416 shares; 2021Q1: 172,544 shares; 2021Q2: 181,150 shares; 2021Q3: 185,911 shares; 2021Q4: 194,702 shares; 2022Q1: 220,221 shares 220,221 $4.16M 0.26% +25,519 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,319 shares; 2021Q1: 1,413 shares; 2021Q2: 1,446 shares; 2021Q3: 1,403 shares; 2021Q4: 1,598 shares; 2022Q1: 18,964 shares 18,964 $3.97M 0.25% +17,366 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,246 shares; 2021Q1: 8,573 shares; 2021Q2: 9,675 shares; 2021Q3: 12,767 shares; 2021Q4: 15,864 shares; 2022Q1: 24,774 shares 24,774 $3.69M 0.23% +8,910 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,126 shares; 2021Q1: 3,063 shares; 2021Q2: 3,024 shares; 2021Q3: 11,458 shares; 2021Q4: 11,936 shares; 2022Q1: 13,231 shares 13,231 $3.61M 0.23% +1,295 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,636 shares; 2021Q1: 3,269 shares; 2021Q2: 2,995 shares; 2021Q3: 1,597 shares; 2021Q4: 2,600 shares; 2022Q1: 24,944 shares 24,944 $3.24M 0.2% +22,344 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 22,453 shares; 2021Q1: 31,803 shares; 2021Q2: 39,724 shares; 2021Q3: 45,140 shares; 2021Q4: 45,679 shares; 2022Q1: 65,102 shares 65,102 $3.05M 0.19% +19,423 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 38,982 shares; 2021Q1: 39,616 shares; 2021Q2: 32,579 shares; 2021Q3: 16,171 shares; 2021Q4: 15,137 shares; 2022Q1: 10,223 shares 10,223 $2.93M 0.18% -4,914 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,700 shares; 2021Q1: 15,384 shares; 2021Q2: 15,174 shares; 2021Q3: 14,398 shares; 2021Q4: 14,399 shares; 2022Q1: 14,135 shares 14,135 $2.9M 0.18% -264 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,787 shares; 2021Q1: 7,367 shares; 2021Q2: 7,107 shares; 2021Q3: 7,817 shares; 2021Q4: 7,628 shares; 2022Q1: 7,440 shares 7,440 $2.63M 0.16% -188 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,462 shares; 2021Q1: 8,738 shares; 2021Q2: 8,968 shares; 2021Q3: 8,888 shares; 2021Q4: 8,933 shares; 2022Q1: 8,669 shares 8,669 $2.54M 0.16% -264 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,211 shares; 2021Q1: 10,111 shares; 2021Q2: 10,230 shares; 2021Q3: 10,497 shares; 2021Q4: 9,924 shares; 2022Q1: 9,063 shares 9,063 $2.52M 0.16% -861 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 30,832 shares; 2021Q1: 35,896 shares; 2021Q2: 37,711 shares; 2021Q3: 39,247 shares; 2021Q4: 40,566 shares; 2022Q1: 4,417 shares 4,417 $2.46M 0.15% -36,149 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,935 shares; 2021Q1: 14,737 shares; 2021Q2: 15,590 shares; 2021Q3: 15,122 shares; 2021Q4: 16,280 shares; 2022Q1: 16,038 shares 16,038 $2.39M 0.15% -242 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 72,144 shares; 2021Q2: 74,718 shares; 2021Q3: not reported; 2021Q4: 66,042 shares; 2022Q1: 62,192 shares 62,192 $2.25M 0.14% -3,850 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,893 shares; 2021Q1: 7,764 shares; 2021Q2: 8,084 shares; 2021Q3: 11,064 shares; 2021Q4: 9,578 shares; 2022Q1: 9,478 shares 9,478 $2.16M 0.14% -100 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 39,322 shares; 2021Q1: 43,203 shares; 2021Q2: 48,976 shares; 2021Q3: 51,348 shares; 2021Q4: 59,041 shares; 2022Q1: 17,381 shares 17,381 $2.1M 0.13% -41,660 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,417 shares; 2021Q1: 9,154 shares; 2021Q2: 9,577 shares; 2021Q3: 9,755 shares; 2021Q4: 9,875 shares; 2022Q1: 11,177 shares 11,177 $2.02M 0.13% +1,302 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,922 shares; 2021Q1: 2,997 shares; 2021Q2: 3,301 shares; 2021Q3: 3,301 shares; 2021Q4: 3,330 shares; 2022Q1: 3,442 shares 3,442 $1.98M 0.12% +112 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 167,726 shares; 2021Q1: 74,579 shares; 2021Q2: 61,818 shares; 2021Q3: 55,016 shares; 2021Q4: 55,201 shares; 2022Q1: 39,793 shares 39,793 $1.97M 0.12% -15,408 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,040 shares; 2021Q1: 4,940 shares; 2021Q2: 4,645 shares; 2021Q3: 4,817 shares; 2021Q4: 4,730 shares; 2022Q1: 4,678 shares 4,678 $1.95M 0.12% -52 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 37,277 shares; 2021Q1: 38,880 shares; 2021Q2: 42,124 shares; 2021Q3: 41,728 shares; 2021Q4: 45,060 shares; 2022Q1: 21,145 shares 21,145 $1.92M 0.12% -23,915 Timeline IXG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 23,554 shares; 2021Q1: 26,610 shares; 2021Q2: 27,362 shares; 2021Q3: 27,026 shares; 2021Q4: 25,252 shares; 2022Q1: 23,509 shares 23,509 $1.87M 0.12% -1,743 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,570 shares; 2021Q1: 16,515 shares; 2021Q2: 16,045 shares; 2021Q3: 16,045 shares; 2021Q4: 15,740 shares; 2022Q1: 15,650 shares 15,650 $1.84M 0.12% -90 Timeline REET ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 71,416 shares; 2021Q4: 66,486 shares; 2022Q1: 61,642 shares 61,642 $1.8M 0.11% -4,844 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,355 shares; 2021Q1: 4,075 shares; 2021Q2: 3,815 shares; 2021Q3: 3,815 shares; 2021Q4: 3,715 shares; 2022Q1: 3,665 shares 3,665 $1.8M 0.11% -50 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,558 shares; 2021Q2: 8,832 shares; 2021Q3: 8,840 shares; 2021Q4: 8,253 shares; 2022Q1: 7,596 shares 7,596 $1.79M 0.11% -657 Timeline IXN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,616 shares; 2021Q1: 6,011 shares; 2021Q2: not reported; 2021Q3: 35,210 shares; 2021Q4: 32,869 shares; 2022Q1: 30,695 shares 30,695 $1.78M 0.11% -2,174 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 14,875 shares; 2021Q1: 13,165 shares; 2021Q2: 13,165 shares; 2021Q3: 13,165 shares; 2021Q4: 12,815 shares; 2022Q1: 12,888 shares 12,888 $1.68M 0.11% +73 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 7,096 shares; 2021Q1: 8,004 shares; 2021Q2: 8,252 shares; 2021Q3: 8,471 shares; 2021Q4: 7,893 shares; 2022Q1: 7,292 shares 7,292 $1.62M 0.1% -601 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,600 shares; 2021Q1: 11,400 shares; 2021Q2: 11,400 shares; 2021Q3: 11,225 shares; 2021Q4: 11,441 shares; 2022Q1: 12,774 shares 12,774 $1.62M 0.1% +1,333 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 52,907 shares; 2021Q1: 50,809 shares; 2021Q2: 36,350 shares; 2021Q3: 33,020 shares; 2021Q4: 27,380 shares; 2022Q1: 22,472 shares 22,472 $1.56M 0.1% -4,908 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,169 shares; 2022Q1: 9,217 shares 9,217 $1.44M 0.09% -952 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,100 shares; 2021Q1: 8,400 shares; 2021Q2: 8,410 shares; 2021Q3: 8,410 shares; 2021Q4: 8,410 shares; 2022Q1: 8,410 shares 8,410 $1.39M 0.09% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,521 shares; 2021Q1: 8,386 shares; 2021Q2: 7,520 shares; 2021Q3: 6,823 shares; 2021Q4: 7,369 shares; 2022Q1: 7,500 shares 7,500 $1.38M 0.09% +131 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,412 shares; 2021Q1: 17,409 shares; 2021Q2: 17,510 shares; 2021Q3: 17,294 shares; 2021Q4: 17,169 shares; 2022Q1: 16,551 shares 16,551 $1.37M 0.09% -618 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,025 shares; 2021Q1: 10,980 shares; 2021Q2: 32,039 shares; 2021Q3: 32,039 shares; 2021Q4: 35,099 shares; 2022Q1: 35,099 shares 35,099 $1.31M 0.08% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,253 shares; 2021Q1: 4,343 shares; 2021Q2: 4,783 shares; 2021Q3: 4,909 shares; 2021Q4: 4,940 shares; 2022Q1: 4,805 shares 4,805 $1.29M 0.08% -135 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,295 shares; 2021Q1: 4,245 shares; 2021Q2: 4,769 shares; 2021Q3: 4,604 shares; 2021Q4: 4,721 shares; 2022Q1: 4,658 shares 4,658 $1.27M 0.08% -63 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,185 shares; 2021Q1: 5,248 shares; 2021Q2: 5,182 shares; 2021Q3: 4,825 shares; 2021Q4: 4,818 shares; 2022Q1: 5,633 shares 5,633 $1.14M 0.07% +815 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,887 shares; 2021Q1: 14,311 shares; 2021Q2: 12,327 shares; 2021Q3: 11,887 shares; 2021Q4: 11,887 shares; 2022Q1: 11,387 shares 11,387 $1.14M 0.07% -500 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 16,685 shares; 2021Q1: 15,745 shares; 2021Q2: 15,310 shares; 2021Q3: 15,235 shares; 2021Q4: 15,235 shares; 2022Q1: 14,900 shares 14,900 $1.1M 0.07% -335 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,475 shares; 2021Q1: 9,359 shares; 2021Q2: 9,359 shares; 2021Q3: 9,459 shares; 2021Q4: 9,605 shares; 2022Q1: 9,600 shares 9,600 $1.08M 0.07% -5 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,918 shares; 2021Q1: 9,920 shares; 2021Q2: 9,647 shares; 2021Q3: 9,647 shares; 2021Q4: 9,647 shares; 2022Q1: 9,647 shares 9,647 $1.06M 0.07% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,193 shares; 2021Q2: 5,589 shares; 2021Q3: 6,588 shares; 2021Q4: 9,971 shares; 2022Q1: 12,461 shares 12,461 $1.02M 0.06% +2,490 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,194 shares; 2021Q1: 816 shares; 2021Q2: 1,203 shares; 2021Q3: 2,646 shares; 2021Q4: 2,605 shares; 2022Q1: 2,461 shares 2,461 $1.02M 0.06% -144 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,150 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares 10,000 $1M 0.06% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 21,376 shares; 2021Q1: 21,376 shares; 2021Q2: 21,376 shares; 2021Q3: 21,376 shares; 2021Q4: 21,376 shares; 2022Q1: 21,376 shares 21,376 $960K 0.06% 0 SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,190 shares 11,190 $933K 0.06% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 7,794 shares; 2021Q2: not reported; 2021Q3: 6,991 shares; 2021Q4: 8,678 shares; 2022Q1: 9,334 shares 9,334 $925K 0.06% +656 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 69,606 shares; 2021Q1: 17,152 shares; 2021Q2: 11,825 shares; 2021Q3: 11,222 shares; 2021Q4: 11,340 shares; 2022Q1: 10,889 shares 10,889 $925K 0.06% -451 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,341 shares; 2021Q1: 24,605 shares; 2021Q2: 28,287 shares; 2021Q3: 29,838 shares; 2021Q4: 33,599 shares; 2022Q1: 6,020 shares 6,020 $910K 0.06% -27,579 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,925 shares; 2021Q1: 9,200 shares; 2021Q2: 10,204 shares; 2021Q3: 8,877 shares; 2021Q4: 10,509 shares; 2022Q1: 16,556 shares 16,556 $892K 0.06% +6,047 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 498 shares; 2021Q1: 778 shares; 2021Q2: 849 shares; 2021Q3: 569 shares; 2021Q4: 604 shares; 2022Q1: 816 shares 816 $879K 0.06% +212 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,532 shares; 2021Q1: 5,062 shares; 2021Q2: 5,142 shares; 2021Q3: 5,342 shares; 2021Q4: 5,071 shares; 2022Q1: 5,322 shares 5,322 $863K 0.05% +251 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,250 shares; 2021Q1: 3,270 shares; 2021Q2: 3,439 shares; 2021Q3: 3,327 shares; 2021Q4: 3,792 shares; 2022Q1: 3,977 shares 3,977 $853K 0.05% +185 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,920 shares; 2021Q1: 3,900 shares; 2021Q2: 3,975 shares; 2021Q3: 4,009 shares; 2021Q4: 3,828 shares; 2022Q1: 3,447 shares 3,447 $834K 0.05% -381 Timeline QLYS QUALYS INC More: the full row for QUALYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,247 shares; 2021Q1: 4,919 shares; 2021Q2: 5,120 shares; 2021Q3: 5,321 shares; 2021Q4: 6,187 shares; 2022Q1: 5,776 shares 5,776 $823K 0.05% -411 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,617 shares; 2021Q1: 3,933 shares; 2021Q2: 4,386 shares; 2021Q3: 4,746 shares; 2021Q4: 6,515 shares; 2022Q1: 6,478 shares 6,478 $822K 0.05% -37 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,056 shares; 2021Q1: 3,091 shares; 2021Q2: 3,266 shares; 2021Q3: 3,021 shares; 2021Q4: 3,104 shares; 2022Q1: 3,054 shares 3,054 $816K 0.05% -50 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 795 shares; 2021Q2: 858 shares; 2021Q3: 1,831 shares; 2021Q4: 1,857 shares; 2022Q1: 2,390 shares 2,390 $789K 0.05% +533 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,775 shares; 2021Q1: 13,775 shares; 2021Q2: 13,775 shares; 2021Q3: 13,775 shares; 2021Q4: 13,775 shares; 2022Q1: 13,775 shares 13,775 $788K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,145 shares; 2021Q1: 5,650 shares; 2021Q2: 5,675 shares; 2021Q3: 5,950 shares; 2021Q4: 6,050 shares; 2022Q1: 6,075 shares 6,075 $760K 0.05% +25 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,932 shares; 2021Q1: 1,971 shares; 2021Q2: 2,046 shares; 2021Q3: 2,129 shares; 2021Q4: 2,091 shares; 2022Q1: 2,017 shares 2,017 $756K 0.05% -74 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,713 shares; 2021Q1: 7,160 shares; 2021Q2: 6,941 shares; 2021Q3: 6,941 shares; 2021Q4: 7,708 shares; 2022Q1: 6,992 shares 6,992 $754K 0.05% -716 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,595 shares; 2021Q1: 9,757 shares; 2021Q2: 9,574 shares; 2021Q3: 9,218 shares; 2021Q4: 9,562 shares; 2022Q1: 9,865 shares 9,865 $748K 0.05% +303 Timeline CWS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 18,650 shares; 2021Q1: 16,650 shares; 2021Q2: 16,150 shares; 2021Q3: 16,150 shares; 2021Q4: 15,950 shares; 2022Q1: 15,450 shares 15,450 $746K 0.05% -500 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,444 shares; 2021Q1: 3,644 shares; 2021Q2: 3,936 shares; 2021Q3: 3,802 shares; 2021Q4: 3,736 shares; 2022Q1: 3,731 shares 3,731 $726K 0.05% -5 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,013 shares; 2021Q1: 12,416 shares; 2021Q2: 12,242 shares; 2021Q3: 11,342 shares; 2021Q4: 11,423 shares; 2022Q1: 11,423 shares 11,423 $692K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,873 shares; 2021Q1: 4,305 shares; 2021Q2: 4,628 shares; 2021Q3: 5,069 shares; 2021Q4: 4,755 shares; 2022Q1: 4,524 shares 4,524 $691K 0.04% -231 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,270 shares; 2021Q1: 4,758 shares; 2021Q2: 5,016 shares; 2021Q3: 5,428 shares; 2021Q4: 5,872 shares; 2022Q1: 5,000 shares 5,000 $689K 0.04% -872 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,175 shares; 2021Q1: 2,610 shares; 2021Q2: 2,845 shares; 2021Q3: 2,874 shares; 2021Q4: 3,093 shares; 2022Q1: 2,627 shares 2,627 $688K 0.04% -466 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,176 shares; 2021Q1: 2,126 shares; 2021Q2: 2,458 shares; 2021Q3: 2,202 shares; 2021Q4: 3,287 shares; 2022Q1: 3,053 shares 3,053 $680K 0.04% -234 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,802 shares; 2021Q1: 5,337 shares; 2021Q2: 5,157 shares; 2021Q3: 5,117 shares; 2021Q4: 5,112 shares; 2022Q1: 4,427 shares 4,427 $672K 0.04% -685 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,450 shares; 2021Q1: 8,850 shares; 2021Q2: 8,850 shares; 2021Q3: 8,850 shares; 2021Q4: 7,500 shares; 2022Q1: 6,700 shares 6,700 $671K 0.04% -800 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 7,922 shares; 2021Q2: 14,925 shares; 2021Q3: 15,624 shares; 2021Q4: 18,071 shares; 2022Q1: 18,383 shares 18,383 $670K 0.04% +312 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 15,044 shares; 2021Q4: 10,666 shares; 2022Q1: 10,666 shares 10,666 $669K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,766 shares; 2021Q1: 5,536 shares; 2021Q2: 5,582 shares; 2021Q3: 6,060 shares; 2021Q4: 6,060 shares; 2022Q1: 6,513 shares 6,513 $651K 0.04% +453 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,676 shares; 2021Q1: 3,676 shares; 2021Q2: 3,851 shares; 2021Q3: 5,062 shares; 2021Q4: 4,229 shares; 2022Q1: 4,081 shares 4,081 $649K 0.04% -148 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,133 shares; 2021Q1: 44,604 shares; 2021Q2: 45,898 shares; 2021Q3: 4,621 shares; 2021Q4: 1,163 shares; 2022Q1: 947 shares 947 $649K 0.04% -216 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,778 shares; 2021Q1: 1,894 shares; 2021Q2: 2,002 shares; 2021Q3: 1,985 shares; 2021Q4: 2,112 shares; 2022Q1: 1,882 shares 1,882 $635K 0.04% -230 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,953 shares; 2021Q1: 3,068 shares; 2021Q2: 3,235 shares; 2021Q3: 3,365 shares; 2021Q4: 3,806 shares; 2022Q1: 3,712 shares 3,712 $626K 0.04% -94 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,200 shares; 2021Q1: 2,114 shares; 2021Q2: 2,000 shares; 2021Q3: 2,306 shares; 2021Q4: 2,042 shares; 2022Q1: 2,068 shares 2,068 $595K 0.04% +26 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 15,891 shares; 2021Q1: 9,628 shares; 2021Q2: 8,003 shares; 2021Q3: 7,186 shares; 2021Q4: 9,888 shares; 2022Q1: 9,447 shares 9,447 $586K 0.04% -441 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,100 shares; 2021Q1: 12,100 shares; 2021Q2: 12,100 shares; 2021Q3: 12,100 shares; 2021Q4: 12,100 shares; 2022Q1: 12,100 shares 12,100 $586K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,160 shares; 2021Q2: not reported; 2021Q3: 3,910 shares; 2021Q4: 3,910 shares; 2022Q1: 3,800 shares 3,800 $567K 0.04% -110 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,360 shares; 2021Q1: 3,024 shares; 2021Q2: 3,519 shares; 2021Q3: 3,049 shares; 2021Q4: 3,049 shares; 2022Q1: 3,024 shares 3,024 $565K 0.04% -25 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 231,612 shares; 2021Q1: 240,938 shares; 2021Q2: 253,309 shares; 2021Q3: 255,068 shares; 2021Q4: 5,910 shares; 2022Q1: 5,195 shares 5,195 $527K 0.03% -715 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,180 shares; 2021Q2: 5,777 shares; 2021Q3: 5,982 shares; 2021Q4: 6,904 shares; 2022Q1: 6,976 shares 6,976 $527K 0.03% +72 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,507 shares; 2021Q1: 1,507 shares; 2021Q2: 1,507 shares; 2021Q3: 1,507 shares; 2021Q4: 1,507 shares; 2022Q1: 1,507 shares 1,507 $523K 0.03% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 12,683 shares; 2021Q1: 3,225 shares; 2021Q2: 3,044 shares; 2021Q3: 2,824 shares; 2021Q4: 2,722 shares; 2022Q1: 2,504 shares 2,504 $522K 0.03% -218 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,068 shares; 2021Q2: 1,976 shares; 2021Q3: 1,957 shares; 2021Q4: 1,957 shares; 2022Q1: 1,957 shares 1,957 $521K 0.03% 0 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 8,920 shares; 2021Q1: 6,916 shares; 2021Q2: 6,442 shares; 2021Q3: 4,795 shares; 2021Q4: 4,837 shares; 2022Q1: 4,225 shares 4,225 $520K 0.03% -612 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,894 shares; 2021Q1: 2,969 shares; 2021Q2: 2,993 shares; 2021Q3: 2,954 shares; 2021Q4: 2,954 shares; 2022Q1: 2,798 shares 2,798 $516K 0.03% -156 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,176 shares; 2021Q1: 8,586 shares; 2021Q2: 7,339 shares; 2021Q3: 7,811 shares; 2021Q4: 7,283 shares; 2022Q1: 6,995 shares 6,995 $511K 0.03% -288 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,959 shares; 2021Q1: 3,613 shares; 2021Q2: 3,422 shares; 2021Q3: 3,422 shares; 2021Q4: 3,449 shares; 2022Q1: 2,922 shares 2,922 $510K 0.03% -527 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,643 shares; 2021Q1: 3,643 shares; 2021Q2: 3,310 shares; 2021Q3: 3,227 shares; 2021Q4: 3,246 shares; 2022Q1: 3,246 shares 3,246 $498K 0.03% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,555 shares; 2021Q1: 5,420 shares; 2021Q2: 5,420 shares; 2021Q3: 5,420 shares; 2021Q4: 5,420 shares; 2022Q1: 5,465 shares 5,465 $491K 0.03% +45 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,036 shares; 2021Q1: 3,968 shares; 2021Q2: 4,782 shares; 2021Q3: 6,868 shares; 2021Q4: 6,331 shares; 2022Q1: 6,118 shares 6,118 $489K 0.03% -213 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,311 shares; 2021Q1: 4,728 shares; 2021Q2: 4,789 shares; 2021Q3: 5,244 shares; 2021Q4: 5,492 shares; 2022Q1: 4,921 shares 4,921 $482K 0.03% -571 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,723 shares; 2021Q2: 3,731 shares; 2021Q3: 4,141 shares; 2021Q4: 4,856 shares; 2022Q1: 4,549 shares 4,549 $478K 0.03% -307 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,844 shares; 2021Q1: 3,495 shares; 2021Q2: 4,455 shares; 2021Q3: 4,629 shares; 2021Q4: 4,629 shares; 2022Q1: 4,644 shares 4,644 $478K 0.03% +15 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,429 shares; 2021Q1: 4,235 shares; 2021Q2: 4,417 shares; 2021Q3: 3,368 shares; 2021Q4: 2,734 shares; 2022Q1: 2,342 shares 2,342 $448K 0.03% -392 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares; 2021Q3: 2,700 shares; 2021Q4: 2,700 shares; 2022Q1: 2,700 shares 2,700 $447K 0.03% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 339,539 shares; 2021Q1: 325,628 shares; 2021Q2: 316,817 shares; 2021Q3: 278,558 shares; 2021Q4: 46,049 shares; 2022Q1: 18,852 shares 18,852 $445K 0.03% -27,197 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,722 shares; 2021Q1: 2,370 shares; 2021Q2: 2,275 shares; 2021Q3: 2,313 shares; 2021Q4: 2,413 shares; 2022Q1: 2,375 shares 2,375 $439K 0.03% -38 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,450 shares; 2021Q1: 11,744 shares; 2021Q2: 10,865 shares; 2021Q3: 9,977 shares; 2021Q4: 10,173 shares; 2022Q1: 10,052 shares 10,052 $439K 0.03% -121 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,995 shares; 2021Q1: 4,858 shares; 2021Q2: 4,118 shares; 2021Q3: 4,372 shares; 2021Q4: 4,192 shares; 2022Q1: 4,560 shares 4,560 $428K 0.03% +368 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 726 shares; 2021Q1: 679 shares; 2021Q2: 781 shares; 2021Q3: 756 shares; 2021Q4: 803 shares; 2022Q1: 720 shares 720 $425K 0.03% -83 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,361 shares; 2021Q1: 3,020 shares; 2021Q2: 3,020 shares; 2021Q3: 3,073 shares; 2021Q4: 3,073 shares; 2022Q1: 3,016 shares 3,016 $413K 0.03% -57 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 9,500 shares; 2021Q1: 9,500 shares; 2021Q2: 9,500 shares; 2021Q3: 10,750 shares; 2021Q4: 10,750 shares; 2022Q1: 10,750 shares 10,750 $409K 0.03% 0 Timeline II VI INC II VI INC More: the full row for II VI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,387 shares; 2022Q1: 5,580 shares 5,580 $404K 0.03% +193 RPD RAPID7 INC More: the full row for RAPID7 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,920 shares; 2021Q3: 3,523 shares; 2021Q4: 3,698 shares; 2022Q1: 3,456 shares 3,456 $384K 0.02% -242 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,731 shares; 2021Q1: 5,731 shares; 2021Q2: 5,731 shares; 2021Q3: 5,731 shares; 2021Q4: 5,731 shares; 2022Q1: 5,731 shares 5,731 $384K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,790 shares; 2021Q3: 4,715 shares; 2021Q4: 4,777 shares; 2022Q1: 4,785 shares 4,785 $381K 0.02% +8 IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 8,146 shares; 2021Q2: 13,119 shares; 2021Q3: 11,811 shares; 2021Q4: 9,782 shares; 2022Q1: 6,848 shares 6,848 $380K 0.02% -2,934 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 327 shares; 2022Q1: 256 shares 256 $378K 0.02% -71 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,507 shares; 2021Q1: 20,703 shares; 2021Q2: 19,588 shares; 2021Q3: 20,547 shares; 2021Q4: 21,983 shares; 2022Q1: 18,419 shares 18,419 $377K 0.02% -3,564 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,930 shares; 2021Q1: 5,600 shares; 2021Q2: 6,225 shares; 2021Q3: 5,600 shares; 2021Q4: 6,302 shares; 2022Q1: 6,302 shares 6,302 $374K 0.02% 0 Timeline SMTC SEMTECH CORP More: the full row for SEMTECH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,991 shares; 2021Q2: 4,343 shares; 2021Q3: 4,561 shares; 2021Q4: 5,719 shares; 2022Q1: 5,320 shares 5,320 $369K 0.02% -399 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,859 shares; 2021Q4: 3,478 shares; 2022Q1: 3,339 shares 3,339 $368K 0.02% -139 USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,945 shares; 2021Q1: 10,784 shares; 2021Q2: 12,278 shares; 2021Q3: 6,711 shares; 2021Q4: 7,139 shares; 2022Q1: 6,788 shares 6,788 $361K 0.02% -351 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,969 shares; 2021Q1: 4,730 shares; 2021Q2: 4,730 shares; 2021Q3: 4,730 shares; 2021Q4: 4,760 shares; 2022Q1: 4,760 shares 4,760 $361K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,706 shares; 2021Q1: 1,456 shares; 2021Q2: 1,468 shares; 2021Q3: 1,356 shares; 2021Q4: 1,356 shares; 2022Q1: 1,256 shares 1,256 $358K 0.02% -100 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,846 shares; 2021Q1: 2,127 shares; 2021Q2: 2,249 shares; 2021Q3: 2,249 shares; 2021Q4: 1,998 shares; 2022Q1: 1,463 shares 1,463 $351K 0.02% -535 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,773 shares; 2021Q2: 2,725 shares; 2021Q3: 2,916 shares; 2021Q4: 3,802 shares; 2022Q1: 3,549 shares 3,549 $346K 0.02% -253 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 5,078 shares; 2021Q2: 3,943 shares; 2021Q3: 4,730 shares; 2021Q4: 4,929 shares; 2022Q1: 4,293 shares 4,293 $344K 0.02% -636 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,070 shares; 2021Q2: 3,513 shares; 2021Q3: 3,904 shares; 2021Q4: 4,383 shares; 2022Q1: 4,490 shares 4,490 $343K 0.02% +107 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,479 shares; 2021Q1: 3,689 shares; 2021Q2: 3,727 shares; 2021Q3: 3,002 shares; 2021Q4: 1,990 shares; 2022Q1: 1,915 shares 1,915 $336K 0.02% -75 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,112 shares; 2021Q3: not reported; 2021Q4: 4,130 shares; 2022Q1: 7,082 shares 7,082 $335K 0.02% +2,952 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 11,749 shares; 2021Q4: 12,847 shares; 2022Q1: 12,308 shares 12,308 $335K 0.02% -539 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,240 shares; 2021Q1: 4,240 shares; 2021Q2: 4,265 shares; 2021Q3: 4,265 shares; 2021Q4: 4,265 shares; 2022Q1: 4,265 shares 4,265 $333K 0.02% 0 Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,746 shares; 2021Q1: 3,693 shares; 2021Q2: 3,881 shares; 2021Q3: 3,986 shares; 2021Q4: 4,356 shares; 2022Q1: 4,046 shares 4,046 $326K 0.02% -310 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 41,530 shares; 2021Q1: 41,530 shares; 2021Q2: 41,530 shares; 2021Q3: 41,530 shares; 2021Q4: 30,030 shares; 2022Q1: 24,030 shares 24,030 $321K 0.02% -6,000 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 6,067 shares; 2021Q2: 6,067 shares; 2021Q3: 6,067 shares; 2021Q4: 6,067 shares; 2022Q1: 6,067 shares 6,067 $313K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 4,852 shares; 2021Q1: not reported; 2021Q2: 3,803 shares; 2021Q3: not reported; 2021Q4: 7,469 shares; 2022Q1: 5,354 shares 5,354 $313K 0.02% -2,115 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,964 shares; 2021Q1: 2,964 shares; 2021Q2: 2,964 shares; 2021Q3: 2,964 shares; 2021Q4: 2,964 shares; 2022Q1: 2,964 shares 2,964 $305K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,063 shares; 2021Q1: 2,030 shares; 2021Q2: 2,030 shares; 2021Q3: 2,030 shares; 2021Q4: 2,061 shares; 2022Q1: 2,030 shares 2,030 $304K 0.02% -31 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 5,238 shares; 2021Q3: 4,209 shares; 2021Q4: 4,307 shares; 2022Q1: 4,307 shares 4,307 $299K 0.02% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,017 shares; 2021Q3: 2,541 shares; 2021Q4: 2,582 shares; 2022Q1: 2,681 shares 2,681 $293K 0.02% +99 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 3,558 shares; 2021Q3: 3,452 shares; 2021Q4: 2,616 shares; 2022Q1: 2,612 shares 2,612 $290K 0.02% -4 Timeline SITM SITIME CORP More: the full row for SITIME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,166 shares 1,166 $289K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,083 shares; 2021Q1: 1,083 shares; 2021Q2: 1,101 shares; 2021Q3: 1,101 shares; 2021Q4: 1,101 shares; 2022Q1: 1,101 shares 1,101 $282K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 481 shares; 2021Q3: 492 shares; 2021Q4: 555 shares; 2022Q1: 583 shares 583 $280K 0.02% +28 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,336 shares; 2021Q3: 2,336 shares; 2021Q4: 2,447 shares; 2022Q1: 2,236 shares 2,236 $279K 0.02% -211 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 11,718 shares; 2021Q1: 9,333 shares; 2021Q2: 9,001 shares; 2021Q3: 8,992 shares; 2021Q4: 8,988 shares; 2022Q1: 8,082 shares 8,082 $276K 0.02% -906 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,516 shares; 2021Q2: 2,031 shares; 2021Q3: 2,155 shares; 2021Q4: 2,522 shares; 2022Q1: 1,978 shares 1,978 $274K 0.02% -544 DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 660 shares; 2021Q1: 660 shares; 2021Q2: 660 shares; 2021Q3: 660 shares; 2021Q4: 505 shares; 2022Q1: 525 shares 525 $269K 0.02% +20 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,673 shares; 2021Q3: 1,580 shares; 2021Q4: 1,580 shares; 2022Q1: 1,650 shares 1,650 $262K 0.02% +70 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,510 shares; 2021Q1: 2,145 shares; 2021Q2: 2,005 shares; 2021Q3: 2,069 shares; 2021Q4: 2,069 shares; 2022Q1: 2,005 shares 2,005 $257K 0.02% -64 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 42,000 shares; 2021Q1: 7,550 shares; 2021Q2: 13,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares 10,000 $256K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,951 shares; 2021Q1: 2,063 shares; 2021Q2: 2,441 shares; 2021Q3: 2,327 shares; 2021Q4: 2,712 shares; 2022Q1: 1,016 shares 1,016 $255K 0.02% -1,696 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 4,233 shares; 2021Q2: 3,644 shares; 2021Q3: 4,102 shares; 2021Q4: 4,684 shares; 2022Q1: 4,383 shares 4,383 $254K 0.02% -301 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 13,412 shares; 2021Q1: 10,545 shares; 2021Q2: 10,545 shares; 2021Q3: 10,545 shares; 2021Q4: 10,545 shares; 2022Q1: 8,845 shares 8,845 $252K 0.02% -1,700 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 350 shares; 2021Q1: 350 shares; 2021Q2: 1,050 shares; 2021Q3: 1,050 shares; 2021Q4: 1,080 shares; 2022Q1: 1,005 shares 1,005 $251K 0.02% -75 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,090 shares; 2021Q1: 1,115 shares; 2021Q2: 1,115 shares; 2021Q3: 1,115 shares; 2021Q4: 1,152 shares; 2022Q1: 1,115 shares 1,115 $248K 0.02% -37 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 6,898 shares; 2021Q1: 5,844 shares; 2021Q2: 5,982 shares; 2021Q3: 2,575 shares; 2021Q4: 2,575 shares; 2022Q1: 2,075 shares 2,075 $246K 0.02% -500 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,919 shares; 2022Q1: 3,421 shares 3,421 $245K 0.02% +502 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,458 shares; 2021Q3: 4,958 shares; 2021Q4: 5,343 shares; 2022Q1: 5,554 shares 5,554 $242K 0.02% +211 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 2,173 shares; 2021Q1: 2,223 shares; 2021Q2: 2,223 shares; 2021Q3: 2,018 shares; 2021Q4: 2,494 shares; 2022Q1: 2,294 shares 2,294 $239K 0.01% -200 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 377 shares 377 $235K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,675 shares; 2021Q3: 3,276 shares; 2021Q4: 3,332 shares; 2022Q1: 3,169 shares 3,169 $234K 0.01% -163 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 3,800 shares; 2021Q2: 3,800 shares; 2021Q3: 3,800 shares; 2021Q4: 3,800 shares; 2022Q1: 3,800 shares 3,800 $233K 0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 2,449 shares; 2021Q2: 2,841 shares; 2021Q3: 3,133 shares; 2021Q4: 3,550 shares; 2022Q1: 3,294 shares 3,294 $232K 0.01% -256 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,596 shares; 2021Q1: 1,607 shares; 2021Q2: 1,487 shares; 2021Q3: 1,424 shares; 2021Q4: 1,493 shares; 2022Q1: 1,764 shares 1,764 $231K 0.01% +271 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 5,700 shares; 2021Q1: 5,500 shares; 2021Q2: 5,500 shares; 2021Q3: 5,500 shares; 2021Q4: 5,500 shares; 2022Q1: 5,500 shares 5,500 $230K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 3,903 shares; 2021Q1: 3,778 shares; 2021Q2: 3,280 shares; 2021Q3: 3,280 shares; 2021Q4: 3,280 shares; 2022Q1: 2,405 shares 2,405 $228K 0.01% -875 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 1,235 shares; 2021Q1: 1,135 shares; 2021Q2: 835 shares; 2021Q3: 749 shares; 2021Q4: 699 shares; 2022Q1: 699 shares 699 $228K 0.01% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,832 shares; 2022Q1: 2,523 shares 2,523 $221K 0.01% -309 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 828 shares; 2021Q1: 775 shares; 2021Q2: 700 shares; 2021Q3: 625 shares; 2021Q4: 525 shares; 2022Q1: 400 shares 400 $219K 0.01% -125 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 219 shares; 2022Q1: 319 shares 319 $216K 0.01% +100 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,766 shares; 2021Q3: 2,861 shares; 2021Q4: 2,666 shares; 2022Q1: 2,666 shares 2,666 $207K 0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,252 shares 1,252 $205K 0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: 9,903 shares; 2021Q2: 10,004 shares; 2021Q3: 9,830 shares; 2021Q4: 11,361 shares; 2022Q1: 5,559 shares 5,559 $204K 0.01% -5,802 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 473 shares 473 $201K 0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 19,563 shares; 2021Q4: 19,563 shares; 2022Q1: 19,563 shares 19,563 $149K 0.01% 0 Timeline 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares; 2021Q3: 10,000 shares; 2021Q4: 10,000 shares; 2022Q1: 10,000 shares 10,000 $131K 0.01% 0 Timeline