AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 65,359 shares; 2021Q4: 64,290 shares; 2022Q1: 62,139 shares; 2022Q2: 57,120 shares; 2022Q3: 56,168 shares; 2022Q4: 55,768 shares; 2023Q1: 48,568 shares; 2023Q2: 48,020 shares 48,020 $9.31M 8.29% -548 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 34,047 shares; 2021Q4: 33,838 shares; 2022Q1: 32,553 shares; 2022Q2: 29,626 shares; 2022Q3: 29,018 shares; 2022Q4: 28,510 shares; 2023Q1: 24,989 shares; 2023Q2: 24,713 shares 24,713 $8.42M 7.49% -276 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; 2021Q3: 34,344 shares; 2021Q4: 34,027 shares; 2022Q1: 30,943 shares; 2022Q2: 26,150 shares; 2022Q3: 25,285 shares; 2022Q4: 24,602 shares; 2023Q1: 23,059 shares; 2023Q2: 22,436 shares 22,436 $5.15M 4.59% -623 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 18,287 shares; 2021Q4: 18,087 shares; 2022Q1: 17,222 shares; 2022Q2: 15,366 shares; 2022Q3: 15,027 shares; 2022Q4: 14,841 shares; 2023Q1: 13,351 shares; 2023Q2: 13,231 shares 13,231 $4.58M 4.07% -120 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; 2021Q3: 15,947 shares; 2021Q4: 15,871 shares; 2022Q1: 14,810 shares; 2022Q2: 12,982 shares; 2022Q3: 12,643 shares; 2022Q4: 12,457 shares; 2023Q1: 11,759 shares; 2023Q2: 11,656 shares 11,656 $4.31M 3.83% -103 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; 2021Q3: 11,583 shares; 2021Q4: 11,369 shares; 2022Q1: 10,377 shares; 2022Q2: 8,957 shares; 2022Q3: 8,572 shares; 2022Q4: 8,457 shares; 2023Q1: 7,401 shares; 2023Q2: 7,057 shares 7,057 $3.8M 3.38% -344 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 26,294 shares; 2021Q4: 26,636 shares; 2022Q1: 25,110 shares; 2022Q2: 21,469 shares; 2022Q3: 20,205 shares; 2022Q4: 19,805 shares; 2023Q1: 18,321 shares; 2023Q2: 17,922 shares 17,922 $2.82M 2.51% -399 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 31,169 shares; 2021Q4: 30,854 shares; 2022Q1: 27,940 shares; 2022Q2: 23,393 shares; 2022Q3: 22,538 shares; 2022Q4: 22,118 shares; 2023Q1: 20,533 shares; 2023Q2: 19,960 shares 19,960 $2.5M 2.23% -573 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 30,624 shares; 2021Q4: 30,491 shares; 2022Q1: 28,097 shares; 2022Q2: 24,345 shares; 2022Q3: 23,666 shares; 2022Q4: 22,856 shares; 2023Q1: 21,140 shares; 2023Q2: 20,640 shares 20,640 $2.46M 2.19% -500 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; 2021Q3: 46,019 shares; 2021Q4: 45,341 shares; 2022Q1: 41,075 shares; 2022Q2: 34,367 shares; 2022Q3: 32,757 shares; 2022Q4: 32,157 shares; 2023Q1: 29,790 shares; 2023Q2: 28,953 shares 28,953 $2.45M 2.19% -837 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 32,901 shares; 2021Q4: 32,608 shares; 2022Q1: 30,584 shares; 2022Q2: 26,954 shares; 2022Q3: 25,829 shares; 2022Q4: 25,516 shares; 2023Q1: 22,418 shares; 2023Q2: 21,858 shares 21,858 $2.41M 2.15% -560 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,909 shares; 2021Q4: 14,792 shares; 2022Q1: 13,484 shares; 2022Q2: 11,429 shares; 2022Q3: 10,764 shares; 2022Q4: 10,579 shares; 2023Q1: 9,746 shares; 2023Q2: 9,481 shares 9,481 $2.33M 2.08% -265 Timeline XLC 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; 2021Q3: 56,892 shares; 2021Q4: 56,134 shares; 2022Q1: 50,414 shares; 2022Q2: 40,992 shares; 2022Q3: 39,012 shares; 2022Q4: 37,938 shares; 2023Q1: 35,732 shares; 2023Q2: 35,117 shares 35,117 $2.29M 2.03% -615 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 26,540 shares; 2021Q4: 26,076 shares; 2022Q1: 23,733 shares; 2022Q2: 20,024 shares; 2022Q3: 19,264 shares; 2022Q4: 18,944 shares; 2023Q1: 17,553 shares; 2023Q2: 16,989 shares 16,989 $2.24M 1.99% -564 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; 2021Q3: 29,285 shares; 2021Q4: 28,693 shares; 2022Q1: 26,666 shares; 2022Q2: 22,213 shares; 2022Q3: 20,863 shares; 2022Q4: 20,498 shares; 2023Q1: 18,927 shares; 2023Q2: 18,312 shares 18,312 $2.11M 1.88% -615 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 17,210 shares; 2021Q4: 17,166 shares; 2022Q1: 15,939 shares; 2022Q2: 14,255 shares; 2022Q3: 13,177 shares; 2022Q4: 13,007 shares; 2023Q1: 11,932 shares; 2023Q2: 11,932 shares 11,932 $1.96M 1.74% 0 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,851 shares; 2021Q4: 25,472 shares; 2022Q1: 21,972 shares; 2022Q2: 16,277 shares; 2022Q3: 15,097 shares; 2022Q4: 14,612 shares; 2023Q1: 12,988 shares; 2023Q2: 12,326 shares 12,326 $1.88M 1.67% -662 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; 2021Q3: 42,920 shares; 2021Q4: 43,029 shares; 2022Q1: 39,133 shares; 2022Q2: 33,316 shares; 2022Q3: 31,706 shares; 2022Q4: 30,826 shares; 2023Q1: 27,320 shares; 2023Q2: 27,050 shares 27,050 $1.73M 1.54% -270 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; 2021Q3: 20,745 shares; 2021Q4: 20,543 shares; 2022Q1: 18,682 shares; 2022Q2: 14,950 shares; 2022Q3: 14,063 shares; 2022Q4: 13,425 shares; 2023Q1: 11,899 shares; 2023Q2: 11,357 shares 11,357 $1.65M 1.47% -542 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 51,065 shares; 2021Q4: 50,789 shares; 2022Q1: 46,200 shares; 2022Q2: 38,398 shares; 2022Q3: 37,063 shares; 2022Q4: 36,548 shares; 2023Q1: 34,049 shares; 2023Q2: 33,209 shares 33,209 $1.65M 1.47% -840 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; 2021Q3: 17,544 shares; 2021Q4: 18,422 shares; 2022Q1: 17,009 shares; 2022Q2: 14,330 shares; 2022Q3: 13,604 shares; 2022Q4: 13,387 shares; 2023Q1: 12,550 shares; 2023Q2: 12,228 shares 12,228 $1.64M 1.46% -322 Timeline VPL 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; 2021Q3: 35,035 shares; 2021Q4: 34,650 shares; 2022Q1: 31,289 shares; 2022Q2: 26,336 shares; 2022Q3: 25,374 shares; 2022Q4: 24,771 shares; 2023Q1: 23,648 shares; 2023Q2: 22,688 shares 22,688 $1.58M 1.41% -960 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 66,402 shares; 2021Q4: 67,169 shares; 2022Q1: 61,344 shares; 2022Q2: 52,161 shares; 2022Q3: 48,766 shares; 2022Q4: 48,041 shares; 2023Q1: 43,615 shares; 2023Q2: 42,135 shares 42,135 $1.55M 1.38% -1,480 Timeline SAMT ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 89,300 shares; 2022Q2: 71,700 shares; 2022Q3: 69,400 shares; 2022Q4: 69,000 shares; 2023Q1: 65,600 shares; 2023Q2: 63,600 shares 63,600 $1.48M 1.32% -2,000 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; 2021Q3: 56,366 shares; 2021Q4: 55,813 shares; 2022Q1: 50,633 shares; 2022Q2: 41,568 shares; 2022Q3: 39,719 shares; 2022Q4: 38,755 shares; 2023Q1: 36,493 shares; 2023Q2: 35,269 shares 35,269 $1.43M 1.28% -1,224 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,530 shares; 2021Q4: 14,433 shares; 2022Q1: 12,959 shares; 2022Q2: 10,239 shares; 2022Q3: 9,885 shares; 2022Q4: 7,805 shares; 2023Q1: 6,634 shares; 2023Q2: 6,263 shares 6,263 $1.41M 1.26% -371 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,202 shares; 2021Q4: 14,299 shares; 2022Q1: 12,804 shares; 2022Q2: 10,381 shares; 2022Q3: 9,927 shares; 2022Q4: 9,752 shares; 2023Q1: 9,298 shares; 2023Q2: 8,972 shares 8,972 $1.41M 1.26% -326 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; 2021Q3: 10,526 shares; 2021Q4: 9,926 shares; 2022Q1: 9,926 shares; 2022Q2: 9,926 shares; 2022Q3: 9,926 shares; 2022Q4: 9,926 shares; 2023Q1: 8,090 shares; 2023Q2: 8,090 shares 8,090 $1.41M 1.25% 0 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; 2021Q3: 5,601 shares; 2021Q4: 5,614 shares; 2022Q1: 4,775 shares; 2022Q2: 3,964 shares; 2022Q3: 3,546 shares; 2022Q4: 3,235 shares; 2023Q1: 3,140 shares; 2023Q2: 3,140 shares 3,140 $1.39M 1.24% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 8,688 shares; 2021Q4: 8,750 shares; 2022Q1: 8,036 shares; 2022Q2: 6,669 shares; 2022Q3: 6,416 shares; 2022Q4: 5,997 shares; 2023Q1: 5,556 shares; 2023Q2: 5,408 shares 5,408 $1.34M 1.19% -148 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,500 shares; 2021Q4: 25,672 shares; 2022Q1: 23,144 shares; 2022Q2: 19,305 shares; 2022Q3: 18,391 shares; 2022Q4: 18,151 shares; 2023Q1: 16,470 shares; 2023Q2: 15,812 shares 15,812 $1.34M 1.19% -658 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 17,373 shares; 2021Q4: 17,234 shares; 2022Q1: 15,242 shares; 2022Q2: 12,283 shares; 2022Q3: 11,716 shares; 2022Q4: 11,426 shares; 2023Q1: 10,623 shares; 2023Q2: 10,123 shares 10,123 $1.29M 1.14% -500 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; 2021Q3: 38,127 shares; 2021Q4: 38,215 shares; 2022Q1: 34,794 shares; 2022Q2: 28,943 shares; 2022Q3: 27,006 shares; 2022Q4: 26,423 shares; 2023Q1: 25,018 shares; 2023Q2: 24,511 shares 24,511 $1.27M 1.13% -507 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: 34,137 shares; 2022Q1: 30,427 shares; 2022Q2: 24,527 shares; 2022Q3: 23,882 shares; 2022Q4: 23,417 shares; 2023Q1: 22,132 shares; 2023Q2: 21,672 shares 21,672 $1.23M 1.1% -460 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; 2021Q3: 52,570 shares; 2021Q4: 53,412 shares; 2022Q1: 49,287 shares; 2022Q2: 41,299 shares; 2022Q3: 39,479 shares; 2022Q4: 37,714 shares; 2023Q1: 31,656 shares; 2023Q2: 30,554 shares 30,554 $1.14M 1.01% -1,102 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; 2021Q3: 51,157 shares; 2021Q4: 50,675 shares; 2022Q1: 46,704 shares; 2022Q2: 39,408 shares; 2022Q3: 37,357 shares; 2022Q4: 36,631 shares; 2023Q1: 34,999 shares; 2023Q2: 34,839 shares 34,839 $1.06M 0.94% -160 Timeline VGK 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; 2021Q3: 22,268 shares; 2021Q4: 22,543 shares; 2022Q1: 21,317 shares; 2022Q2: 19,069 shares; 2022Q3: 18,346 shares; 2022Q4: 18,017 shares; 2023Q1: 17,014 shares; 2023Q2: 16,797 shares 16,797 $1.04M 0.92% -217 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; 2021Q3: 16,342 shares; 2021Q4: 16,608 shares; 2022Q1: 15,770 shares; 2022Q2: 13,519 shares; 2022Q3: 12,049 shares; 2022Q4: 11,617 shares; 2023Q1: 9,587 shares; 2023Q2: 9,587 shares 9,587 $1.03M 0.92% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,958 shares; 2021Q4: 5,813 shares; 2022Q1: 5,458 shares; 2022Q2: 5,258 shares; 2022Q3: 5,258 shares; 2022Q4: 4,865 shares; 2023Q1: 3,440 shares; 2023Q2: 3,440 shares 3,440 $1.03M 0.91% 0 Timeline PIO 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; 2021Q3: 43,549 shares; 2021Q4: 42,916 shares; 2022Q1: 37,890 shares; 2022Q2: 31,834 shares; 2022Q3: 30,283 shares; 2022Q4: 29,228 shares; 2023Q1: 27,861 shares; 2023Q2: 26,904 shares 26,904 $962K 0.86% -957 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 17,166 shares; 2021Q4: 17,966 shares; 2022Q1: 17,640 shares; 2022Q2: 16,465 shares; 2022Q3: 15,135 shares; 2022Q4: 14,965 shares; 2023Q1: 13,965 shares; 2023Q2: 13,340 shares 13,340 $937K 0.83% -625 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; 2021Q3: 3,745 shares; 2021Q4: 3,745 shares; 2022Q1: 3,745 shares; 2022Q2: 3,745 shares; 2022Q3: 3,745 shares; 2022Q4: 3,745 shares; 2023Q1: 3,745 shares; 2023Q2: 3,745 shares 3,745 $899K 0.8% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 28,507 shares; 2021Q4: 28,574 shares; 2022Q1: 24,609 shares; 2022Q2: 18,140 shares; 2022Q3: 16,430 shares; 2022Q4: 15,421 shares; 2023Q1: 14,091 shares; 2023Q2: 13,333 shares 13,333 $825K 0.73% -758 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; 2021Q3: 6,642 shares; 2021Q4: 6,601 shares; 2022Q1: 5,683 shares; 2022Q2: 4,203 shares; 2022Q3: 3,948 shares; 2022Q4: 3,826 shares; 2023Q1: 3,447 shares; 2023Q2: 3,239 shares 3,239 $810K 0.72% -208 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; 2021Q3: 18,272 shares; 2021Q4: 18,853 shares; 2022Q1: 17,476 shares; 2022Q2: 14,948 shares; 2022Q3: 14,139 shares; 2022Q4: 13,955 shares; 2023Q1: 13,290 shares; 2023Q2: 13,102 shares 13,102 $789K 0.7% -188 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 21,698 shares; 2021Q4: 21,584 shares; 2022Q1: 18,709 shares; 2022Q2: 13,845 shares; 2022Q3: 12,895 shares; 2022Q4: 12,620 shares; 2023Q1: 11,269 shares; 2023Q2: 10,759 shares 10,759 $772K 0.69% -510 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 21,701 shares; 2021Q4: 21,541 shares; 2022Q1: 18,527 shares; 2022Q2: 13,689 shares; 2022Q3: 12,804 shares; 2022Q4: 12,384 shares; 2023Q1: 11,053 shares; 2023Q2: 10,454 shares 10,454 $747K 0.66% -599 Timeline JMUB J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 14,647 shares; 2021Q4: 14,647 shares; 2022Q1: 16,525 shares; 2022Q2: 16,525 shares; 2022Q3: 14,725 shares; 2022Q4: 14,725 shares; 2023Q1: 14,725 shares; 2023Q2: 14,725 shares 14,725 $740K 0.66% 0 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; 2021Q3: 14,647 shares; 2021Q4: 14,647 shares; 2022Q1: 16,525 shares; 2022Q2: 16,525 shares; 2022Q3: 14,725 shares; 2022Q4: 14,725 shares; 2023Q1: 14,725 shares; 2023Q2: 14,725 shares 14,725 $739K 0.66% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 84,572 shares; 2021Q4: 83,990 shares; 2022Q1: 74,635 shares; 2022Q2: 60,574 shares; 2022Q3: 58,026 shares; 2022Q4: 31,317 shares; 2023Q1: 27,155 shares; 2023Q2: 24,681 shares 24,681 $709K 0.63% -2,474 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 13,260 shares; 2021Q4: 13,060 shares; 2022Q1: 13,060 shares; 2022Q2: 12,285 shares; 2022Q3: 12,285 shares; 2022Q4: 12,285 shares; 2023Q1: 12,285 shares; 2023Q2: 12,285 shares 12,285 $705K 0.63% 0 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; 2021Q3: 10,220 shares; 2021Q4: 10,200 shares; 2022Q1: 10,100 shares; 2022Q2: 9,100 shares; 2022Q3: 9,100 shares; 2022Q4: 9,100 shares; 2023Q1: 9,100 shares; 2023Q2: 9,100 shares 9,100 $675K 0.6% 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; 2021Q3: not reported; 2021Q4: 13,346 shares; 2022Q1: 11,951 shares; 2022Q2: 9,201 shares; 2022Q3: 8,836 shares; 2022Q4: 8,246 shares; 2023Q1: 7,896 shares; 2023Q2: 7,536 shares 7,536 $644K 0.57% -360 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares; 2022Q2: 1,200 shares; 2022Q3: 1,200 shares; 2022Q4: 1,200 shares; 2023Q1: 1,200 shares; 2023Q2: 1,200 shares 1,200 $596K 0.53% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 28,727 shares; 2021Q4: 28,387 shares; 2022Q1: 26,170 shares; 2022Q2: 20,851 shares; 2022Q3: 20,191 shares; 2022Q4: 19,292 shares; 2023Q1: 18,372 shares; 2023Q2: 17,532 shares 17,532 $586K 0.52% -840 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 12,071 shares; 2021Q4: 12,005 shares; 2022Q1: 10,745 shares; 2022Q2: 8,489 shares; 2022Q3: 6,499 shares; 2022Q4: 6,269 shares; 2023Q1: 5,510 shares; 2023Q2: 5,510 shares 5,510 $571K 0.51% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 115,777 shares; 2021Q4: 115,774 shares; 2022Q1: 105,287 shares; 2022Q2: 88,456 shares; 2022Q3: 85,794 shares; 2022Q4: 84,298 shares; 2023Q1: 66,686 shares; 2023Q2: 60,684 shares 60,684 $561K 0.5% -6,002 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 1,472 shares; 2021Q4: 1,472 shares; 2022Q1: 1,472 shares; 2022Q2: 1,472 shares; 2022Q3: 1,472 shares; 2022Q4: 1,472 shares; 2023Q1: 1,472 shares; 2023Q2: 1,472 shares 1,472 $449K 0.4% 0 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 23,211 shares; 2021Q4: 22,861 shares; 2022Q1: 19,830 shares; 2022Q2: 14,830 shares; 2022Q3: 12,330 shares; 2022Q4: 11,775 shares; 2023Q1: 10,680 shares; 2023Q2: 9,420 shares 9,420 $402K 0.36% -1,260 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 23,585 shares; 2021Q4: 24,085 shares; 2022Q1: 21,485 shares; 2022Q2: 16,185 shares; 2022Q3: 13,560 shares; 2022Q4: 13,560 shares; 2023Q1: 12,650 shares; 2023Q2: 11,150 shares 11,150 $393K 0.35% -1,500 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 6,000 shares; 2021Q4: 6,000 shares; 2022Q1: 6,000 shares; 2022Q2: 6,000 shares; 2022Q3: 6,000 shares; 2022Q4: 6,000 shares; 2023Q1: 6,000 shares; 2023Q2: 6,000 shares 6,000 $382K 0.34% 0 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; 2021Q3: 1,284 shares; 2021Q4: 1,284 shares; 2022Q1: 1,224 shares; 2022Q2: 1,224 shares; 2022Q3: 1,224 shares; 2022Q4: 1,224 shares; 2023Q1: 1,224 shares; 2023Q2: 1,224 shares 1,224 $380K 0.34% 0 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; 2021Q3: 1,530 shares; 2021Q4: 1,530 shares; 2022Q1: 1,530 shares; 2022Q2: 1,530 shares; 2022Q3: 1,530 shares; 2022Q4: 1,530 shares; 2023Q1: 1,530 shares; 2023Q2: 1,530 shares 1,530 $313K 0.28% 0 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,491 shares; 2021Q4: 10,851 shares; 2022Q1: 9,768 shares; 2022Q2: 7,728 shares; 2022Q3: 6,597 shares; 2022Q4: 6,351 shares; 2023Q1: 5,685 shares; 2023Q2: 5,535 shares 5,535 $313K 0.28% -150 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 25,531 shares; 2021Q4: 25,441 shares; 2022Q1: 21,913 shares; 2022Q2: 16,239 shares; 2022Q3: 13,599 shares; 2022Q4: 8,218 shares; 2023Q1: 6,983 shares; 2023Q2: 6,158 shares 6,158 $303K 0.27% -825 DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares; 2022Q2: 2,000 shares; 2022Q3: 2,000 shares; 2022Q4: 2,000 shares; 2023Q1: 2,000 shares; 2023Q2: 2,000 shares 2,000 $281K 0.25% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 590 shares; 2021Q4: 590 shares; 2022Q1: 590 shares; 2022Q2: 590 shares; 2022Q3: 590 shares; 2022Q4: 590 shares; 2023Q1: 590 shares; 2023Q2: 590 shares 590 $272K 0.24% 0 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,965 shares; 2021Q4: 5,165 shares; 2022Q1: 4,635 shares; 2022Q2: 3,135 shares; 2022Q3: 3,135 shares; 2022Q4: 3,135 shares; 2023Q1: 3,135 shares; 2023Q2: 3,135 shares 3,135 $237K 0.21% 0 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; 2021Q3: 3,932 shares; 2021Q4: 4,482 shares; 2022Q1: 4,482 shares; 2022Q2: 3,882 shares; 2022Q3: 3,957 shares; 2022Q4: 3,957 shares; 2023Q1: 3,957 shares; 2023Q2: 3,957 shares 3,957 $205K 0.18% 0 Timeline PGX 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; 2021Q3: 29,398 shares; 2021Q4: 29,398 shares; 2022Q1: 25,798 shares; 2022Q2: 24,055 shares; 2022Q3: 18,055 shares; 2022Q4: 16,730 shares; 2023Q1: 16,730 shares; 2023Q2: 16,730 shares 16,730 $190K 0.17% 0 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; 2021Q3: 2,092 shares; 2021Q4: 2,108 shares; 2022Q1: 2,858 shares; 2022Q2: 2,858 shares; 2022Q3: 2,908 shares; 2022Q4: 2,908 shares; 2023Q1: 2,108 shares; 2023Q2: 2,108 shares 2,108 $189K 0.17% 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; 2021Q3: 24,888 shares; 2021Q4: 22,392 shares; 2022Q1: 18,452 shares; 2022Q2: 14,117 shares; 2022Q3: 11,852 shares; 2022Q4: 11,342 shares; 2023Q1: 10,377 shares; 2023Q2: 10,377 shares 10,377 $166K 0.15% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,985 shares; 2022Q3: 1,985 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,985 shares 1,985 $152K 0.14% new Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 875 shares; 2022Q3: 875 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 875 shares 875 $148K 0.13% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 935 shares; 2022Q3: 980 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 800 shares 800 $110K 0.1% new Timeline UFI UNIFI INC More: the full row for UNIFI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,000 shares; 2021Q4: 13,000 shares; 2022Q1: 13,000 shares; 2022Q2: 13,000 shares; 2022Q3: 13,000 shares; 2022Q4: 13,000 shares; 2023Q1: 13,000 shares; 2023Q2: 13,000 shares 13,000 $105K 0.09% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 4,515 shares; 2021Q4: 4,515 shares; 2022Q1: 4,440 shares; 2022Q2: 4,440 shares; 2022Q3: 4,220 shares; 2022Q4: 4,220 shares; 2023Q1: not reported; 2023Q2: 620 shares 620 $103K 0.09% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,238 shares; 2022Q3: 1,808 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,808 shares 1,808 $96.3K 0.09% new 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; 2021Q3: not reported; 2021Q4: 1,903 shares; 2022Q1: not reported; 2022Q2: 1,054 shares; 2022Q3: 1,019 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 874 shares 874 $92.7K 0.08% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 772 shares; 2022Q3: 580 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 580 shares 580 $88K 0.08% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 246 shares; 2022Q3: 246 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 246 shares 246 $81.7K 0.07% new Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,019 shares; 2022Q3: 1,019 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 944 shares 944 $76.6K 0.07% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 387 shares; 2022Q3: 387 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 387 shares 387 $75.4K 0.07% new Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,900 shares; 2022Q3: 2,900 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,900 shares 2,900 $74.7K 0.07% new Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 400 shares 400 $74.1K 0.07% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,600 shares; 2022Q3: 1,600 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,600 shares 1,600 $72.5K 0.06% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 634 shares; 2022Q3: 634 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 634 shares 634 $71.4K 0.06% new Timeline WU WESTERN UN CO More: the full row for WESTERN UN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,000 shares; 2022Q3: 6,000 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 6,000 shares 6,000 $70.4K 0.06% new Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,010 shares; 2022Q3: 2,010 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,010 shares 2,010 $68.5K 0.06% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 940 shares; 2022Q3: 830 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 830 shares 830 $63.9K 0.06% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,468 shares; 2022Q3: 1,468 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,468 shares 1,468 $63.1K 0.06% new Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 930 shares; 2022Q3: 930 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 930 shares 930 $61.4K 0.05% new Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 5,357 shares; 2021Q4: 5,357 shares; 2022Q1: not reported; 2022Q2: 2,354 shares; 2022Q3: 1,914 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,914 shares 1,914 $60.9K 0.05% new Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 275 shares; 2022Q3: 275 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 275 shares 275 $60.6K 0.05% new Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,642 shares; 2022Q3: 1,837 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,837 shares 1,837 $52.3K 0.05% new IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 315 shares; 2022Q3: 315 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 315 shares 315 $50.8K 0.05% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 187 shares; 2022Q3: 187 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 178 shares 178 $50.4K 0.04% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,654 shares; 2022Q3: 2,654 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 2,654 shares 2,654 $47.3K 0.04% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,252 shares; 2022Q3: 2,182 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,402 shares 1,402 $47.3K 0.04% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 653 shares; 2022Q3: 653 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 653 shares 653 $44.1K 0.04% new Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 910 shares; 2022Q3: 910 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 910 shares 910 $42.8K 0.04% new Timeline BNS BANK NOVA SCOTIA B C More: the full row for BANK NOVA SCOTIA B C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 840 shares; 2022Q3: 840 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 840 shares 840 $42K 0.04% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 159 shares; 2022Q3: 159 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 159 shares 159 $42K 0.04% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 387 shares; 2022Q3: 387 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 387 shares 387 $40.1K 0.04% new Timeline NWN NORTHWEST NAT HLDG CO More: the full row for NORTHWEST NAT HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 925 shares; 2022Q3: 925 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 925 shares 925 $39.8K 0.04% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 345 shares; 2022Q3: 345 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 345 shares 345 $37.6K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 184 shares; 2022Q3: 184 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 184 shares 184 $35.4K 0.03% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 260 shares; 2022Q3: 260 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 260 shares 260 $35.1K 0.03% new Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 137 shares; 2022Q3: 137 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 137 shares 137 $34.9K 0.03% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 381 shares; 2022Q3: 381 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 381 shares 381 $34.2K 0.03% new Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 230 shares; 2022Q3: 230 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 230 shares 230 $34K 0.03% new Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 135 shares; 2022Q3: 135 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 118 shares 118 $32.5K 0.03% new Timeline VMWARE, INC. VMWARE, INC. More: the full row for VMWARE, INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 209 shares; 2022Q3: 209 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 209 shares 209 $30K 0.03% new MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 505 shares; 2022Q3: 300 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares 300 $30K 0.03% new Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 317 shares; 2022Q3: 317 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 317 shares 317 $29.5K 0.03% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 267 shares; 2022Q3: 267 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 267 shares 267 $29.4K 0.03% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 198 shares; 2022Q3: 198 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 198 shares 198 $28.6K 0.03% new Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 130 shares; 2022Q3: 130 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 130 shares 130 $26.4K 0.02% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,000 shares; 2022Q3: 1,000 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1,000 shares 1,000 $26.4K 0.02% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 270 shares; 2022Q3: 270 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 270 shares 270 $25.8K 0.02% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 530 shares; 2022Q3: 530 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 530 shares 530 $24.5K 0.02% new Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 644 shares 644 $24.2K 0.02% new Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 400 shares 400 $23.9K 0.02% new Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 296 shares; 2022Q3: 296 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 296 shares 296 $21.7K 0.02% new Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 250 shares 250 $21.6K 0.02% new Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 102 shares 102 $21.1K 0.02% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 160 shares; 2022Q3: 160 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 160 shares 160 $20.9K 0.02% new Timeline ASH ASHLAND INC More: the full row for ASHLAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 292 shares; 2022Q3: 292 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 235 shares 235 $20.4K 0.02% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 140 shares; 2022Q3: 140 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 140 shares 140 $20.2K 0.02% new Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 365 shares; 2022Q3: 365 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 365 shares 365 $19.9K 0.02% new Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 100 shares 100 $18.7K 0.02% new Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 341 shares; 2022Q3: 341 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 341 shares 341 $18.5K 0.02% new Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 250 shares 250 $18.1K 0.02% new Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 190 shares; 2022Q3: 190 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 190 shares 190 $17.2K 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 70 shares; 2022Q3: 70 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 70 shares 70 $17K 0.02% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 182 shares; 2022Q3: 182 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 97 shares 97 $16.5K 0.01% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 780 shares; 2022Q3: 500 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 500 shares 500 $16.3K 0.01% new Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 66 shares; 2022Q3: 66 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 66 shares 66 $15.9K 0.01% new QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 120 shares; 2022Q3: 120 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 120 shares 120 $14.3K 0.01% new Timeline XAR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 106 shares; 2022Q3: 106 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 106 shares 106 $12.9K 0.01% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 63 shares; 2022Q3: 63 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 63 shares 63 $12.5K 0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 57 shares; 2022Q3: 57 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 57 shares 57 $11.8K 0.01% new Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 976 shares; 2022Q3: 976 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 976 shares 976 $11.2K 0.01% new Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 102 shares; 2022Q3: 102 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 102 shares 102 $11.1K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 116 shares; 2022Q3: 116 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 90 shares 90 $10.5K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 278 shares; 2022Q3: 278 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 278 shares 278 $10.3K 0.01% new Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 82 shares; 2022Q3: 82 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30 shares 30 $10.3K 0.01% new Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 132 shares; 2022Q3: 132 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 132 shares 132 $9.87K 0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 902 shares; 2022Q3: 902 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 902 shares 902 $9.86K 0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 165 shares; 2022Q3: 165 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 165 shares 165 $9.35K 0.01% new Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,400 shares; 2022Q3: 400 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 400 shares 400 $9.21K 0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 32 shares; 2022Q3: 32 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 32 shares 32 $9.18K 0.01% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 150 shares; 2022Q3: 150 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 150 shares 150 $8.85K 0.01% 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 38 shares; 2022Q3: 38 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 38 shares 38 $7.82K 0.01% new Timeline PRK PARK NATL CORP More: the full row for PARK NATL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 75 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 75 shares 75 $7.67K 0.01% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 55 shares; 2022Q3: 55 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 55 shares 55 $7.41K 0.01% new Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 133 shares; 2022Q3: 133 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 133 shares 133 $6.59K 0.01% new Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 106 shares; 2022Q3: 106 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 106 shares 106 $6.07K 0.01% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 75 shares; 2022Q3: 75 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 75 shares 75 $5.57K <0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 190 shares; 2022Q3: 190 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 190 shares 190 $5.45K <0.01% new Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares 200 $5.29K <0.01% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 70 shares; 2022Q3: 70 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 70 shares 70 $4.9K <0.01% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2 shares; 2022Q3: 40 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 40 shares 40 $4.84K <0.01% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 90 shares; 2022Q3: 90 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 90 shares 90 $4.25K <0.01% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 8 shares; 2022Q3: 8 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 8 shares 8 $3.85K <0.01% new Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 190 shares; 2022Q3: 190 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 190 shares 190 $3.82K <0.01% new Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 115 shares; 2022Q3: 115 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 115 shares 115 $3.57K <0.01% new PGZ PRINCIPAL REAL ESTATE INCOME More: the full row for PRINCIPAL REAL ESTATE INCOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,010 shares; 2022Q3: 1,010 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 360 shares 360 $3.41K <0.01% new Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 144 shares; 2022Q3: 144 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 144 shares 144 $3.34K <0.01% new Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 196 shares; 2022Q3: 196 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 80 shares 80 $3.27K <0.01% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 35 shares; 2022Q3: 35 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 35 shares 35 $3.12K <0.01% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 300 shares; 2022Q3: 300 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 300 shares 300 $3.12K <0.01% new Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 14 shares; 2022Q3: 14 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 14 shares 14 $3.11K <0.01% new Timeline SBRA SABRA HEALTH CARE REIT INC More: the full row for SABRA HEALTH CARE REIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: 10,740 shares; 2021Q4: 10,740 shares; 2022Q1: not reported; 2022Q2: 250 shares; 2022Q3: 250 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 250 shares 250 $2.94K <0.01% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1,044 shares; 2022Q3: 44 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 44 shares 44 $2.59K <0.01% new Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 15 shares 15 $2.48K <0.01% new Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 1 shares; 2022Q3: 20 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20 shares 20 $2.39K <0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 823 shares; 2022Q3: 823 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 13 shares 13 $2.26K <0.01% new Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 28 shares; 2022Q3: 28 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 28 shares 28 $2.1K <0.01% new Timeline MUA BLACKROCK MUNIASSETS FD INC More: the full row for BLACKROCK MUNIASSETS FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 200 shares; 2022Q3: 200 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 200 shares 200 $2.04K <0.01% new Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 25 shares; 2022Q3: 25 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25 shares 25 $1.93K <0.01% new 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; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 21 shares; 2022Q3: 21 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 21 shares 21 $1.9K <0.01% new Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 50 shares; 2022Q3: 50 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 50 shares 50 $1.84K <0.01% new Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 400 shares; 2022Q3: 400 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 400 shares 400 $1.82K <0.01% new ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 96 shares; 2022Q3: 96 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 96 shares 96 $1.8K <0.01% new Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 52 shares; 2022Q3: 52 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 52 shares 52 $1.68K <0.01% new Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 240 shares; 2022Q3: 100 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30 shares 30 $1.67K <0.01% new TSI TCW STRATEGIC INCOME FD INC More: the full row for TCW STRATEGIC INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 334 shares; 2022Q3: 334 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 334 shares 334 $1.55K <0.01% new Timeline RPG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10 shares; 2022Q3: 10 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 10 shares 10 $1.53K <0.01% new Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 520 shares; 2022Q3: 20 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 20 shares 20 $921 <0.01% new Timeline EMBC EMBECTA CORP More: the full row for EMBECTA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 30 shares; 2022Q3: 30 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 30 shares 30 $648 <0.01% new Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,333 shares; 2022Q3: 2,047 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 45 shares 45 $598 <0.01% new Timeline OXY/WS OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 130 shares; 2022Q3: 5 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 5 shares 5 $187 <0.01% new Timeline U UNITY SOFTWARE INC More: the full row for UNITY SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3 shares; 2022Q3: 3 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 3 shares 3 $130 <0.01% new Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 64 shares; 2022Q3: 1 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 1 shares 1 $40 <0.01% new Timeline SONO GROUP N V SONO GROUP N V More: the full row for SONO GROUP N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 25 shares; 2022Q3: 25 shares; 2022Q4: not reported; 2023Q1: not reported; 2023Q2: 25 shares 25 $7 <0.01% new