AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 511,987 shares; 2020Q4: 492,941 shares; 2021Q1: 478,361 shares; 2021Q2: 458,340 shares; 2021Q3: 444,712 shares; 2021Q4: 437,162 shares; 2022Q1: 417,928 shares; 2022Q2: 407,018 shares 407,018 $55.6M 7.73% -10,910 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; 2020Q3: 71,375 shares; 2020Q4: 67,689 shares; 2021Q1: 71,406 shares; 2021Q2: 92,264 shares; 2021Q3: 86,683 shares; 2021Q4: 86,234 shares; 2022Q1: 86,140 shares; 2022Q2: 86,693 shares 86,693 $32.7M 4.54% +553 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 99,248 shares; 2020Q4: 98,522 shares; 2021Q1: 102,157 shares; 2021Q2: 104,255 shares; 2021Q3: 104,430 shares; 2021Q4: 104,050 shares; 2022Q1: 102,447 shares; 2022Q2: 101,592 shares 101,592 $26.1M 3.62% -855 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; 2020Q3: 90,180 shares; 2020Q4: 90,990 shares; 2021Q1: 92,366 shares; 2021Q2: 93,517 shares; 2021Q3: 91,393 shares; 2021Q4: 92,186 shares; 2022Q1: 88,020 shares; 2022Q2: 85,476 shares 85,476 $24M 3.33% -2,544 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; 2020Q3: 169,824 shares; 2020Q4: 164,514 shares; 2021Q1: 167,514 shares; 2021Q2: 170,924 shares; 2021Q3: 171,421 shares; 2021Q4: 170,159 shares; 2022Q1: 165,788 shares; 2022Q2: 164,917 shares 164,917 $22.7M 3.15% -871 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; 2020Q3: 72,954 shares; 2020Q4: 70,838 shares; 2021Q1: 70,462 shares; 2021Q2: 70,810 shares; 2021Q3: 69,744 shares; 2021Q4: 70,351 shares; 2022Q1: 68,812 shares; 2022Q2: 66,367 shares 66,367 $21.7M 3.01% -2,445 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; 2020Q3: 154,513 shares; 2020Q4: 156,590 shares; 2021Q1: 160,921 shares; 2021Q2: 165,193 shares; 2021Q3: 166,254 shares; 2021Q4: 166,169 shares; 2022Q1: 163,654 shares; 2022Q2: 164,273 shares 164,273 $21.1M 2.93% +619 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; 2020Q3: 487,783 shares; 2020Q4: 469,020 shares; 2021Q1: 495,926 shares; 2021Q2: 539,155 shares; 2021Q3: 554,548 shares; 2021Q4: 563,285 shares; 2022Q1: 565,754 shares; 2022Q2: 563,280 shares 563,280 $17.7M 2.46% -2,474 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; 2020Q3: 8,474 shares; 2020Q4: 8,391 shares; 2021Q1: 8,548 shares; 2021Q2: 8,593 shares; 2021Q3: 8,427 shares; 2021Q4: 8,457 shares; 2022Q1: 8,172 shares; 2022Q2: 162,234 shares 162,234 $17.2M 2.39% +154,062 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; 2020Q3: 178,111 shares; 2020Q4: 179,286 shares; 2021Q1: 180,908 shares; 2021Q2: 185,079 shares; 2021Q3: 187,969 shares; 2021Q4: 190,841 shares; 2022Q1: 190,012 shares; 2022Q2: 188,633 shares 188,633 $16.5M 2.29% -1,379 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 86,862 shares; 2020Q4: 86,738 shares; 2021Q1: 88,582 shares; 2021Q2: 90,440 shares; 2021Q3: 89,823 shares; 2021Q4: 91,013 shares; 2022Q1: 90,483 shares; 2022Q2: 90,121 shares 90,121 $16M 2.22% -362 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; 2020Q3: 49,253 shares; 2020Q4: 48,576 shares; 2021Q1: 49,540 shares; 2021Q2: 50,411 shares; 2021Q3: 50,452 shares; 2021Q4: 49,956 shares; 2022Q1: 47,662 shares; 2022Q2: 46,667 shares 46,667 $12.8M 1.78% -995 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 66,278 shares; 2020Q4: 64,996 shares; 2021Q1: 66,787 shares; 2021Q2: 68,818 shares; 2021Q3: 68,903 shares; 2021Q4: 68,546 shares; 2022Q1: 65,755 shares; 2022Q2: 64,170 shares 64,170 $12.6M 1.75% -1,585 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; 2020Q3: 45,175 shares; 2020Q4: 45,657 shares; 2021Q1: 46,055 shares; 2021Q2: 47,115 shares; 2021Q3: 46,213 shares; 2021Q4: 45,134 shares; 2022Q1: 44,108 shares; 2022Q2: 43,491 shares 43,491 $11.9M 1.65% -617 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; 2020Q3: 80,818 shares; 2020Q4: 82,603 shares; 2021Q1: 83,917 shares; 2021Q2: 87,211 shares; 2021Q3: 86,101 shares; 2021Q4: 86,028 shares; 2022Q1: 86,786 shares; 2022Q2: 88,487 shares 88,487 $11.2M 1.56% +1,701 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 5,196 shares; 2020Q4: 5,024 shares; 2021Q1: 5,093 shares; 2021Q2: 5,344 shares; 2021Q3: 5,328 shares; 2021Q4: 5,364 shares; 2022Q1: 5,183 shares; 2022Q2: 5,097 shares 5,097 $11.1M 1.55% -86 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; 2020Q3: 102,106 shares; 2020Q4: 100,197 shares; 2021Q1: 99,641 shares; 2021Q2: 101,262 shares; 2021Q3: 100,203 shares; 2021Q4: 99,863 shares; 2022Q1: 97,415 shares; 2022Q2: 96,206 shares 96,206 $10.8M 1.5% -1,209 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; 2020Q3: 73,304 shares; 2020Q4: 73,136 shares; 2021Q1: 75,186 shares; 2021Q2: 76,141 shares; 2021Q3: 74,875 shares; 2021Q4: 74,476 shares; 2022Q1: 72,855 shares; 2022Q2: 72,611 shares 72,611 $10.4M 1.45% -244 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; 2020Q3: 125,960 shares; 2020Q4: 131,227 shares; 2021Q1: 135,200 shares; 2021Q2: 140,388 shares; 2021Q3: 139,124 shares; 2021Q4: 137,972 shares; 2022Q1: 137,634 shares; 2022Q2: 143,230 shares 143,230 $10.3M 1.44% +5,596 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; 2020Q3: 184,671 shares; 2020Q4: 181,777 shares; 2021Q1: 186,202 shares; 2021Q2: 189,614 shares; 2021Q3: 188,496 shares; 2021Q4: 185,811 shares; 2022Q1: 183,308 shares; 2022Q2: 183,985 shares 183,985 $9.34M 1.3% +677 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 37,499 shares; 2020Q4: 36,915 shares; 2021Q1: 38,343 shares; 2021Q2: 38,802 shares; 2021Q3: 39,043 shares; 2021Q4: 39,019 shares; 2022Q1: 38,310 shares; 2022Q2: 37,556 shares 37,556 $9.27M 1.29% -754 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; 2020Q3: 157,660 shares; 2020Q4: 159,242 shares; 2021Q1: 162,688 shares; 2021Q2: 165,148 shares; 2021Q3: 165,958 shares; 2021Q4: 171,418 shares; 2022Q1: 169,885 shares; 2022Q2: 165,216 shares 165,216 $8.97M 1.24% -4,669 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; 2020Q3: 59,010 shares; 2020Q4: 57,808 shares; 2021Q1: 58,548 shares; 2021Q2: 58,540 shares; 2021Q3: 58,243 shares; 2021Q4: 57,546 shares; 2022Q1: 55,258 shares; 2022Q2: 54,075 shares 54,075 $8.72M 1.21% -1,183 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 32,547 shares; 2020Q4: 32,356 shares; 2021Q1: 32,128 shares; 2021Q2: 31,763 shares; 2021Q3: 31,450 shares; 2021Q4: 31,142 shares; 2022Q1: 30,685 shares; 2022Q2: 30,276 shares 30,276 $8.14M 1.13% -409 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; 2020Q3: 13,553 shares; 2020Q4: 13,800 shares; 2021Q1: 14,303 shares; 2021Q2: 15,127 shares; 2021Q3: 15,633 shares; 2021Q4: 16,254 shares; 2022Q1: 16,097 shares; 2022Q2: 15,786 shares 15,786 $8.11M 1.13% -311 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; 2020Q3: 37,481 shares; 2020Q4: 48,849 shares; 2021Q1: 59,055 shares; 2021Q2: 78,437 shares; 2021Q3: 81,319 shares; 2021Q4: 85,941 shares; 2022Q1: 102,566 shares; 2022Q2: 112,132 shares 112,132 $8.02M 1.11% +9,566 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 48,815 shares; 2020Q4: 48,208 shares; 2021Q1: 49,946 shares; 2021Q2: 50,789 shares; 2021Q3: 49,719 shares; 2021Q4: 49,487 shares; 2022Q1: 47,224 shares; 2022Q2: 46,547 shares 46,547 $7.76M 1.08% -677 Timeline FDN 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; 2020Q3: 78,585 shares; 2020Q4: 75,668 shares; 2021Q1: 73,418 shares; 2021Q2: 71,479 shares; 2021Q3: 69,992 shares; 2021Q4: 67,179 shares; 2022Q1: 62,866 shares; 2022Q2: 59,743 shares 59,743 $7.59M 1.05% -3,123 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 50,154 shares; 2020Q4: 48,485 shares; 2021Q1: 49,683 shares; 2021Q2: 50,516 shares; 2021Q3: 50,298 shares; 2021Q4: 51,093 shares; 2022Q1: 50,428 shares; 2022Q2: 50,756 shares 50,756 $7.35M 1.02% +328 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; 2020Q3: 94,899 shares; 2020Q4: 85,819 shares; 2021Q1: 87,252 shares; 2021Q2: 86,503 shares; 2021Q3: 85,472 shares; 2021Q4: 84,081 shares; 2022Q1: 83,198 shares; 2022Q2: 83,244 shares 83,244 $7.13M 0.99% +46 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; 2020Q3: 41,092 shares; 2020Q4: 40,905 shares; 2021Q1: 41,476 shares; 2021Q2: 41,790 shares; 2021Q3: 41,872 shares; 2021Q4: 41,553 shares; 2022Q1: 40,149 shares; 2022Q2: 39,566 shares 39,566 $6.88M 0.95% -583 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 78,768 shares; 2020Q4: 75,575 shares; 2021Q1: 75,957 shares; 2021Q2: 77,365 shares; 2021Q3: 76,626 shares; 2021Q4: 75,002 shares; 2022Q1: 72,289 shares; 2022Q2: 70,967 shares 70,967 $6.82M 0.95% -1,322 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,326 shares; 2020Q4: 3,137 shares; 2021Q1: 3,190 shares; 2021Q2: 3,181 shares; 2021Q3: 3,320 shares; 2021Q4: 3,312 shares; 2022Q1: 3,170 shares; 2022Q2: 3,100 shares 3,100 $6.75M 0.94% -70 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; 2020Q3: 76,729 shares; 2020Q4: 73,444 shares; 2021Q1: 73,816 shares; 2021Q2: 74,214 shares; 2021Q3: 73,491 shares; 2021Q4: 70,639 shares; 2022Q1: 70,039 shares; 2022Q2: 69,337 shares 69,337 $6.54M 0.91% -702 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; 2020Q3: 115,050 shares; 2020Q4: 113,310 shares; 2021Q1: 112,687 shares; 2021Q2: 112,758 shares; 2021Q3: 109,230 shares; 2021Q4: 106,016 shares; 2022Q1: 101,671 shares; 2022Q2: 100,125 shares 100,125 $6.3M 0.87% -1,546 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; 2020Q3: 34,709 shares; 2020Q4: 33,619 shares; 2021Q1: 33,858 shares; 2021Q2: 33,334 shares; 2021Q3: 33,215 shares; 2021Q4: 33,368 shares; 2022Q1: 33,725 shares; 2022Q2: 33,593 shares 33,593 $6.13M 0.85% -132 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; 2020Q3: 20,771 shares; 2020Q4: 22,030 shares; 2021Q1: 21,065 shares; 2021Q2: 19,835 shares; 2021Q3: 18,765 shares; 2021Q4: 18,697 shares; 2022Q1: 18,947 shares; 2022Q2: 18,713 shares 18,713 $5.76M 0.8% -234 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; 2020Q3: 29,169 shares; 2020Q4: 28,684 shares; 2021Q1: 28,434 shares; 2021Q2: 28,482 shares; 2021Q3: 28,337 shares; 2021Q4: 28,107 shares; 2022Q1: 27,242 shares; 2022Q2: 26,757 shares 26,757 $5.71M 0.79% -485 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 77,405 shares; 2020Q4: 81,196 shares; 2021Q1: 83,707 shares; 2021Q2: 86,878 shares; 2021Q3: 83,402 shares; 2021Q4: 82,399 shares; 2022Q1: 78,560 shares; 2022Q2: 78,980 shares 78,980 $5.54M 0.77% +420 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 62,239 shares; 2020Q4: 62,927 shares; 2021Q1: 66,605 shares; 2021Q2: 71,140 shares; 2021Q3: 70,511 shares; 2021Q4: 71,197 shares; 2022Q1: 73,362 shares; 2022Q2: 73,448 shares 73,448 $5.41M 0.75% +86 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; 2020Q3: 68,169 shares; 2020Q4: 67,142 shares; 2021Q1: 64,584 shares; 2021Q2: 64,665 shares; 2021Q3: 57,563 shares; 2021Q4: 56,994 shares; 2022Q1: 56,661 shares; 2022Q2: 56,733 shares 56,733 $5.17M 0.72% +72 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; 2020Q3: 18,072 shares; 2020Q4: 16,967 shares; 2021Q1: 17,054 shares; 2021Q2: 16,914 shares; 2021Q3: 16,809 shares; 2021Q4: 16,277 shares; 2022Q1: 15,922 shares; 2022Q2: 15,432 shares 15,432 $5M 0.69% -490 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 18,526 shares; 2020Q4: 18,541 shares; 2021Q1: 18,351 shares; 2021Q2: 18,194 shares; 2021Q3: 17,755 shares; 2021Q4: 17,690 shares; 2022Q1: 17,425 shares; 2022Q2: 17,218 shares 17,218 $4.4M 0.61% -207 Timeline BBH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 34,372 shares; 2020Q4: 34,344 shares; 2021Q1: 33,948 shares; 2021Q2: 33,750 shares; 2021Q3: 33,215 shares; 2021Q4: 32,467 shares; 2022Q1: 30,752 shares; 2022Q2: 30,072 shares 30,072 $4.38M 0.61% -680 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 43,268 shares; 2020Q4: 40,905 shares; 2021Q1: 40,617 shares; 2021Q2: 40,011 shares; 2021Q3: 39,226 shares; 2021Q4: 38,271 shares; 2022Q1: 37,516 shares; 2022Q2: 37,038 shares 37,038 $4.31M 0.6% -478 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; 2020Q3: 123,684 shares; 2020Q4: 119,601 shares; 2021Q1: 124,975 shares; 2021Q2: 130,300 shares; 2021Q3: 128,929 shares; 2021Q4: 133,107 shares; 2022Q1: 137,611 shares; 2022Q2: 137,305 shares 137,305 $4.27M 0.59% -306 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; 2020Q3: 62,125 shares; 2020Q4: 63,326 shares; 2021Q1: 77,841 shares; 2021Q2: 83,044 shares; 2021Q3: 79,747 shares; 2021Q4: 79,548 shares; 2022Q1: 80,644 shares; 2022Q2: 84,222 shares 84,222 $4.21M 0.58% +3,578 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 64,313 shares; 2020Q4: 67,053 shares; 2021Q1: 72,848 shares; 2021Q2: 81,487 shares; 2021Q3: 76,312 shares; 2021Q4: 77,216 shares; 2022Q1: 77,299 shares; 2022Q2: 78,029 shares 78,029 $4.09M 0.57% +730 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 30,204 shares; 2020Q4: 29,769 shares; 2021Q1: 31,113 shares; 2021Q2: 31,964 shares; 2021Q3: 31,565 shares; 2021Q4: 31,436 shares; 2022Q1: 32,151 shares; 2022Q2: 32,730 shares 32,730 $3.98M 0.55% +579 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 36,926 shares; 2020Q4: 34,697 shares; 2021Q1: 34,371 shares; 2021Q2: 33,762 shares; 2021Q3: 33,428 shares; 2021Q4: 32,223 shares; 2022Q1: 31,046 shares; 2022Q2: 30,220 shares 30,220 $3.91M 0.54% -826 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 29,738 shares; 2020Q4: 28,233 shares; 2021Q1: 28,201 shares; 2021Q2: 28,403 shares; 2021Q3: 28,357 shares; 2021Q4: 27,155 shares; 2022Q1: 26,130 shares; 2022Q2: 25,740 shares 25,740 $3.52M 0.49% -390 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 30,507 shares; 2020Q4: 30,043 shares; 2021Q1: 29,480 shares; 2021Q2: 28,611 shares; 2021Q3: 28,064 shares; 2021Q4: 27,750 shares; 2022Q1: 26,632 shares; 2022Q2: 26,254 shares 26,254 $3.41M 0.47% -378 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 19,575 shares; 2020Q4: 19,180 shares; 2021Q1: 19,095 shares; 2021Q2: 18,930 shares; 2021Q3: 18,705 shares; 2021Q4: 18,075 shares; 2022Q1: 17,625 shares; 2022Q2: 17,447 shares 17,447 $3.34M 0.46% -178 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 45,058 shares; 2020Q4: 43,292 shares; 2021Q1: 42,967 shares; 2021Q2: 126,248 shares; 2021Q3: 124,451 shares; 2021Q4: 119,354 shares; 2022Q1: 114,434 shares; 2022Q2: 111,699 shares 111,699 $3.25M 0.45% -2,735 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 10,416 shares; 2020Q4: 9,538 shares; 2021Q1: 9,563 shares; 2021Q2: 9,650 shares; 2021Q3: 9,280 shares; 2021Q4: 9,525 shares; 2022Q1: 9,616 shares; 2022Q2: 9,816 shares 9,816 $3.1M 0.43% +200 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; 2020Q3: 20,517 shares; 2020Q4: 19,172 shares; 2021Q1: 19,139 shares; 2021Q2: 18,754 shares; 2021Q3: 18,654 shares; 2021Q4: 18,614 shares; 2022Q1: 17,529 shares; 2022Q2: 17,469 shares 17,469 $3.05M 0.42% -60 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; 2020Q3: 47,160 shares; 2020Q4: 45,345 shares; 2021Q1: 48,371 shares; 2021Q2: 49,866 shares; 2021Q3: 47,142 shares; 2021Q4: 41,680 shares; 2022Q1: 39,603 shares; 2022Q2: 38,715 shares 38,715 $2.98M 0.41% -888 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 942 shares; 2021Q2: 1,672 shares; 2021Q3: 1,672 shares; 2021Q4: 2,182 shares; 2022Q1: 2,121 shares; 2022Q2: 8,448 shares 8,448 $2.93M 0.41% +6,327 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; 2020Q3: 64,493 shares; 2020Q4: 61,528 shares; 2021Q1: 64,630 shares; 2021Q2: 66,767 shares; 2021Q3: 66,438 shares; 2021Q4: 65,051 shares; 2022Q1: 65,861 shares; 2022Q2: 65,678 shares 65,678 $2.8M 0.39% -183 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 13,032 shares; 2020Q4: 12,624 shares; 2021Q1: 12,601 shares; 2021Q2: 12,857 shares; 2021Q3: 12,731 shares; 2021Q4: 12,590 shares; 2022Q1: 12,990 shares; 2022Q2: 12,556 shares 12,556 $2.7M 0.38% -434 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; 2020Q3: 2,450 shares; 2020Q4: 2,490 shares; 2021Q1: 3,228 shares; 2021Q2: 3,691 shares; 2021Q3: 4,911 shares; 2021Q4: 16,288 shares; 2022Q1: 15,097 shares; 2022Q2: 13,022 shares 13,022 $2.61M 0.36% -2,075 Timeline VOX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 21,335 shares; 2020Q4: 21,740 shares; 2021Q1: 23,490 shares; 2021Q2: 24,588 shares; 2021Q3: 23,218 shares; 2021Q4: 24,354 shares; 2022Q1: 25,994 shares; 2022Q2: 27,626 shares 27,626 $2.6M 0.36% +1,632 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 22,676 shares; 2020Q4: 23,296 shares; 2021Q1: 24,429 shares; 2021Q2: 24,387 shares; 2021Q3: 24,090 shares; 2021Q4: 23,743 shares; 2022Q1: 21,969 shares; 2022Q2: 21,744 shares 21,744 $2.56M 0.36% -225 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 14,165 shares; 2020Q4: 13,778 shares; 2021Q1: 13,897 shares; 2021Q2: 13,516 shares; 2021Q3: 12,763 shares; 2021Q4: 12,298 shares; 2022Q1: 11,559 shares; 2022Q2: 11,204 shares 11,204 $2.48M 0.34% -355 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 43,977 shares; 2020Q4: 45,004 shares; 2021Q1: 41,140 shares; 2021Q2: 41,341 shares; 2021Q3: 41,381 shares; 2021Q4: 40,431 shares; 2022Q1: 39,172 shares; 2022Q2: 39,148 shares 39,148 $2.48M 0.34% -24 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; 2020Q3: 22,438 shares; 2020Q4: 21,073 shares; 2021Q1: 20,589 shares; 2021Q2: 21,189 shares; 2021Q3: 19,281 shares; 2021Q4: 17,761 shares; 2022Q1: 17,373 shares; 2022Q2: 17,446 shares 17,446 $2.46M 0.34% +73 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 23,211 shares; 2020Q4: 23,001 shares; 2021Q1: 22,392 shares; 2021Q2: 22,169 shares; 2021Q3: 21,664 shares; 2021Q4: 21,202 shares; 2022Q1: 18,296 shares; 2022Q2: 14,905 shares 14,905 $2.46M 0.34% -3,391 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 9,529 shares; 2020Q4: 9,560 shares; 2021Q1: 9,441 shares; 2021Q2: 9,060 shares; 2021Q3: 54,040 shares; 2021Q4: 53,021 shares; 2022Q1: 49,106 shares; 2022Q2: 48,706 shares 48,706 $2.46M 0.34% -400 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; 2020Q3: 4,820 shares; 2020Q4: 4,975 shares; 2021Q1: 4,906 shares; 2021Q2: 4,911 shares; 2021Q3: 5,523 shares; 2021Q4: 4,933 shares; 2022Q1: 4,786 shares; 2022Q2: 5,654 shares 5,654 $2.43M 0.34% +868 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; 2020Q3: 20,270 shares; 2020Q4: 18,490 shares; 2021Q1: 18,120 shares; 2021Q2: 18,176 shares; 2021Q3: 18,091 shares; 2021Q4: 17,971 shares; 2022Q1: 16,971 shares; 2022Q2: 16,491 shares 16,491 $2.29M 0.32% -480 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,980 shares; 2020Q4: 6,220 shares; 2021Q1: 6,290 shares; 2021Q2: 30,825 shares; 2021Q3: 30,300 shares; 2021Q4: 34,636 shares; 2022Q1: 33,914 shares; 2022Q2: 32,221 shares 32,221 $2.25M 0.31% -1,693 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; 2020Q3: 61,329 shares; 2020Q4: 60,912 shares; 2021Q1: 60,621 shares; 2021Q2: 60,741 shares; 2021Q3: 63,291 shares; 2021Q4: 58,705 shares; 2022Q1: 57,213 shares; 2022Q2: 56,847 shares 56,847 $2.23M 0.31% -366 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 9,408 shares; 2020Q4: 9,538 shares; 2021Q1: 9,803 shares; 2021Q2: 10,103 shares; 2021Q3: 9,843 shares; 2021Q4: 9,937 shares; 2022Q1: 10,078 shares; 2022Q2: 9,738 shares 9,738 $2.21M 0.31% -340 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 8,935 shares; 2020Q4: 9,185 shares; 2021Q1: 9,477 shares; 2021Q2: 9,528 shares; 2021Q3: 9,127 shares; 2021Q4: 9,322 shares; 2022Q1: 9,107 shares; 2022Q2: 8,857 shares 8,857 $2.15M 0.3% -250 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 12,697 shares; 2020Q4: 11,646 shares; 2021Q1: 11,676 shares; 2021Q2: 11,567 shares; 2021Q3: 11,347 shares; 2021Q4: 11,252 shares; 2022Q1: 10,814 shares; 2022Q2: 10,530 shares 10,530 $2.09M 0.29% -284 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 8,905 shares; 2020Q4: 8,590 shares; 2021Q1: 8,851 shares; 2021Q2: 9,201 shares; 2021Q3: 9,225 shares; 2021Q4: 9,066 shares; 2022Q1: 8,651 shares; 2022Q2: 8,594 shares 8,594 $2.07M 0.29% -57 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 21,324 shares; 2020Q4: 21,035 shares; 2021Q1: 21,289 shares; 2021Q2: 21,140 shares; 2021Q3: 20,240 shares; 2021Q4: 19,763 shares; 2022Q1: 19,249 shares; 2022Q2: 18,924 shares 18,924 $2.06M 0.29% -325 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; 2020Q3: 25,624 shares; 2020Q4: 24,375 shares; 2021Q1: 24,283 shares; 2021Q2: 23,971 shares; 2021Q3: 22,637 shares; 2021Q4: 21,207 shares; 2022Q1: 19,069 shares; 2022Q2: 18,993 shares 18,993 $2.04M 0.28% -76 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; 2020Q3: 8,592 shares; 2020Q4: 8,046 shares; 2021Q1: 8,017 shares; 2021Q2: 8,044 shares; 2021Q3: 8,046 shares; 2021Q4: 8,048 shares; 2022Q1: 7,670 shares; 2022Q2: 7,501 shares 7,501 $1.98M 0.27% -169 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,974 shares; 2020Q4: 28,366 shares; 2021Q1: 27,816 shares; 2021Q2: 27,129 shares; 2021Q3: 26,659 shares; 2021Q4: 26,589 shares; 2022Q1: 25,749 shares; 2022Q2: 24,564 shares 24,564 $1.96M 0.27% -1,185 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 35,451 shares; 2020Q4: 36,125 shares; 2021Q1: 36,365 shares; 2021Q2: 36,333 shares; 2021Q3: 35,893 shares; 2021Q4: 34,875 shares; 2022Q1: 34,700 shares; 2022Q2: 34,600 shares 34,600 $1.91M 0.27% -100 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; 2020Q3: 90,976 shares; 2020Q4: 86,593 shares; 2021Q1: 80,346 shares; 2021Q2: 78,900 shares; 2021Q3: 75,539 shares; 2021Q4: 69,590 shares; 2022Q1: 66,738 shares; 2022Q2: 44,474 shares 44,474 $1.86M 0.26% -22,264 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 768 shares; 2020Q4: 1,435 shares; 2021Q1: 1,494 shares; 2021Q2: 1,397 shares; 2021Q3: 1,322 shares; 2021Q4: 1,498 shares; 2022Q1: 2,728 shares; 2022Q2: 2,728 shares 2,728 $1.84M 0.26% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 10,712 shares; 2020Q4: 10,228 shares; 2021Q1: 10,073 shares; 2021Q2: 10,307 shares; 2021Q3: 10,122 shares; 2021Q4: 10,132 shares; 2022Q1: 9,867 shares; 2022Q2: 10,222 shares 10,222 $1.83M 0.25% +355 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 726 shares; 2021Q2: 960 shares; 2021Q3: 1,100 shares; 2021Q4: 1,318 shares; 2022Q1: 2,171 shares; 2022Q2: 2,699 shares 2,699 $1.64M 0.23% +528 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; 2020Q3: 11,317 shares; 2020Q4: 10,543 shares; 2021Q1: 10,201 shares; 2021Q2: 9,784 shares; 2021Q3: 9,057 shares; 2021Q4: 9,082 shares; 2022Q1: 9,172 shares; 2022Q2: 9,392 shares 9,392 $1.58M 0.22% +220 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; 2020Q3: 3,877 shares; 2020Q4: 19,318 shares; 2021Q1: 19,714 shares; 2021Q2: 20,227 shares; 2021Q3: 20,749 shares; 2021Q4: 20,846 shares; 2022Q1: 20,406 shares; 2022Q2: 20,004 shares 20,004 $1.55M 0.22% -402 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; 2020Q3: 8,059 shares; 2020Q4: 8,011 shares; 2021Q1: 7,978 shares; 2021Q2: 7,959 shares; 2021Q3: 7,956 shares; 2021Q4: 7,875 shares; 2022Q1: 6,809 shares; 2022Q2: 6,731 shares 6,731 $1.53M 0.21% -78 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 15,945 shares; 2020Q4: 14,500 shares; 2021Q1: 13,655 shares; 2021Q2: 13,305 shares; 2021Q3: 12,805 shares; 2021Q4: 12,005 shares; 2022Q1: 10,462 shares; 2022Q2: 10,282 shares 10,282 $1.53M 0.21% -180 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 12,539 shares; 2020Q4: 24,654 shares; 2021Q1: 24,654 shares; 2021Q2: 24,658 shares; 2021Q3: 22,629 shares; 2021Q4: 22,739 shares; 2022Q1: 21,065 shares; 2022Q2: 21,045 shares 21,045 $1.47M 0.2% -20 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; 2020Q3: 23,787 shares; 2020Q4: 23,882 shares; 2021Q1: 23,006 shares; 2021Q2: 22,331 shares; 2021Q3: 19,115 shares; 2021Q4: 17,016 shares; 2022Q1: 15,366 shares; 2022Q2: 14,696 shares 14,696 $1.4M 0.19% -670 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 36,217 shares; 2020Q4: 32,779 shares; 2021Q1: 32,799 shares; 2021Q2: 34,099 shares; 2021Q3: 32,242 shares; 2021Q4: 31,052 shares; 2022Q1: 30,328 shares; 2022Q2: 29,634 shares 29,634 $1.36M 0.19% -694 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; 2020Q3: 118,483 shares; 2020Q4: 113,788 shares; 2021Q1: 110,855 shares; 2021Q2: 107,934 shares; 2021Q3: 99,804 shares; 2021Q4: 67,723 shares; 2022Q1: 64,352 shares; 2022Q2: 64,107 shares 64,107 $1.34M 0.19% -245 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 7,227 shares; 2020Q4: 7,377 shares; 2021Q1: 7,377 shares; 2021Q2: 7,132 shares; 2021Q3: 7,022 shares; 2021Q4: 7,017 shares; 2022Q1: 6,257 shares; 2022Q2: 5,537 shares 5,537 $1.3M 0.18% -720 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; 2020Q3: 4,450 shares; 2020Q4: 3,746 shares; 2021Q1: 3,921 shares; 2021Q2: 4,051 shares; 2021Q3: 3,711 shares; 2021Q4: 3,776 shares; 2022Q1: 4,366 shares; 2022Q2: 4,366 shares 4,366 $1.3M 0.18% 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; 2020Q3: 25,409 shares; 2020Q4: 24,030 shares; 2021Q1: 23,298 shares; 2021Q2: 22,722 shares; 2021Q3: 21,572 shares; 2021Q4: 18,016 shares; 2022Q1: 16,331 shares; 2022Q2: 16,081 shares 16,081 $1.28M 0.18% -250 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,905 shares; 2021Q2: 5,260 shares; 2021Q3: 8,600 shares; 2021Q4: 9,625 shares; 2022Q1: 12,115 shares; 2022Q2: 13,615 shares 13,615 $1.24M 0.17% +1,500 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,926 shares; 2020Q4: 2,185 shares; 2021Q1: 2,431 shares; 2021Q2: 2,986 shares; 2021Q3: 1,988 shares; 2021Q4: 2,380 shares; 2022Q1: 3,175 shares; 2022Q2: 3,192 shares 3,192 $1.21M 0.17% +17 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 8,350 shares; 2020Q4: 13,330 shares; 2021Q1: 30,317 shares; 2021Q2: 36,605 shares; 2021Q3: 37,463 shares; 2021Q4: 27,426 shares; 2022Q1: 25,481 shares; 2022Q2: 24,563 shares 24,563 $1.21M 0.17% -918 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 16,278 shares; 2020Q4: 15,534 shares; 2021Q1: 14,910 shares; 2021Q2: 14,092 shares; 2021Q3: 13,074 shares; 2021Q4: 12,423 shares; 2022Q1: 12,198 shares; 2022Q2: 12,160 shares 12,160 $1.2M 0.17% -38 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; 2020Q3: 17,806 shares; 2020Q4: 17,043 shares; 2021Q1: 17,030 shares; 2021Q2: 16,859 shares; 2021Q3: 15,936 shares; 2021Q4: 15,611 shares; 2022Q1: 14,916 shares; 2022Q2: 14,830 shares 14,830 $1.19M 0.16% -86 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; 2020Q3: 10,500 shares; 2020Q4: 9,900 shares; 2021Q1: 10,198 shares; 2021Q2: 9,958 shares; 2021Q3: 9,808 shares; 2021Q4: 9,333 shares; 2022Q1: 9,052 shares; 2022Q2: 8,396 shares 8,396 $1.13M 0.16% -656 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 16,679 shares; 2020Q4: 16,459 shares; 2021Q1: 15,859 shares; 2021Q2: 15,809 shares; 2021Q3: 15,449 shares; 2021Q4: 15,419 shares; 2022Q1: 11,294 shares; 2022Q2: 10,944 shares 10,944 $1.13M 0.16% -350 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 16,000 shares; 2020Q4: 14,502 shares; 2021Q1: 15,003 shares; 2021Q2: 14,640 shares; 2021Q3: 14,516 shares; 2021Q4: 12,611 shares; 2022Q1: 11,838 shares; 2022Q2: 11,669 shares 11,669 $1.12M 0.16% -169 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; 2020Q3: 1,625 shares; 2020Q4: 3,170 shares; 2021Q1: 2,261 shares; 2021Q2: 2,180 shares; 2021Q3: 2,369 shares; 2021Q4: 2,359 shares; 2022Q1: 2,186 shares; 2022Q2: 2,255 shares 2,255 $1.08M 0.15% +69 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; 2020Q3: 5,308 shares; 2020Q4: 4,739 shares; 2021Q1: 4,729 shares; 2021Q2: 4,694 shares; 2021Q3: 4,685 shares; 2021Q4: 4,685 shares; 2022Q1: 4,285 shares; 2022Q2: 4,286 shares 4,286 $1.06M 0.15% +1 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; 2020Q3: 8,960 shares; 2020Q4: 9,055 shares; 2021Q1: 9,230 shares; 2021Q2: 9,275 shares; 2021Q3: 9,502 shares; 2021Q4: 9,218 shares; 2022Q1: 9,915 shares; 2022Q2: 11,053 shares 11,053 $1.05M 0.15% +1,138 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 31,152 shares; 2020Q4: 28,058 shares; 2021Q1: 27,283 shares; 2021Q2: 26,875 shares; 2021Q3: 22,935 shares; 2021Q4: 20,825 shares; 2022Q1: 18,230 shares; 2022Q2: 16,515 shares 16,515 $1.03M 0.14% -1,715 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,382 shares; 2020Q4: 2,674 shares; 2021Q1: 2,299 shares; 2021Q2: 2,299 shares; 2021Q3: 2,299 shares; 2021Q4: 2,294 shares; 2022Q1: 2,141 shares; 2022Q2: 2,031 shares 2,031 $971K 0.13% -110 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; 2020Q3: 14,645 shares; 2020Q4: 14,345 shares; 2021Q1: 14,620 shares; 2021Q2: 14,290 shares; 2021Q3: 14,355 shares; 2021Q4: 13,355 shares; 2022Q1: 13,340 shares; 2022Q2: 13,050 shares 13,050 $969K 0.13% -290 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 16,684 shares; 2020Q4: 15,960 shares; 2021Q1: 15,788 shares; 2021Q2: 15,925 shares; 2021Q3: 15,933 shares; 2021Q4: 15,720 shares; 2022Q1: 15,328 shares; 2022Q2: 14,971 shares 14,971 $961K 0.13% -357 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,225 shares; 2020Q4: 3,225 shares; 2021Q1: 3,017 shares; 2021Q2: 2,925 shares; 2021Q3: 2,925 shares; 2021Q4: 2,925 shares; 2022Q1: 2,825 shares; 2022Q2: 2,825 shares 2,825 $921K 0.13% 0 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,156 shares; 2020Q4: 12,163 shares; 2021Q1: 12,063 shares; 2021Q2: 12,063 shares; 2021Q3: 12,038 shares; 2021Q4: 11,923 shares; 2022Q1: 11,785 shares; 2022Q2: 11,579 shares 11,579 $917K 0.13% -206 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,903 shares; 2020Q4: 6,302 shares; 2021Q1: 6,753 shares; 2021Q2: 6,191 shares; 2021Q3: 6,140 shares; 2021Q4: 5,767 shares; 2022Q1: 5,761 shares; 2022Q2: 5,847 shares 5,847 $895K 0.12% +86 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; 2020Q3: 14,544 shares; 2020Q4: 13,996 shares; 2021Q1: 13,638 shares; 2021Q2: 12,899 shares; 2021Q3: 12,551 shares; 2021Q4: 12,553 shares; 2022Q1: 11,404 shares; 2022Q2: 11,502 shares 11,502 $867K 0.12% +98 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 35,524 shares; 2020Q4: 33,587 shares; 2021Q1: 33,041 shares; 2021Q2: 32,099 shares; 2021Q3: 28,935 shares; 2021Q4: 25,913 shares; 2022Q1: 23,003 shares; 2022Q2: 22,938 shares 22,938 $858K 0.12% -65 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; 2020Q3: 22,605 shares; 2020Q4: 23,785 shares; 2021Q1: 25,645 shares; 2021Q2: 25,915 shares; 2021Q3: 22,966 shares; 2021Q4: 23,107 shares; 2022Q1: 22,657 shares; 2022Q2: 18,622 shares 18,622 $775K 0.11% -4,035 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares; 2021Q2: 4,000 shares; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares; 2022Q2: 16,280 shares 16,280 $732K 0.1% +12,280 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 20,591 shares; 2020Q4: 19,793 shares; 2021Q1: 19,146 shares; 2021Q2: 19,014 shares; 2021Q3: 18,787 shares; 2021Q4: 18,372 shares; 2022Q1: 17,550 shares; 2022Q2: 17,134 shares 17,134 $721K 0.1% -416 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,280 shares; 2020Q4: 3,280 shares; 2021Q1: 3,215 shares; 2021Q2: 3,115 shares; 2021Q3: 3,115 shares; 2021Q4: 3,085 shares; 2022Q1: 3,085 shares; 2022Q2: 2,955 shares 2,955 $714K 0.1% -130 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,700 shares; 2020Q4: 2,200 shares; 2021Q1: 2,025 shares; 2021Q2: 2,040 shares; 2021Q3: 1,890 shares; 2021Q4: 1,890 shares; 2022Q1: 1,650 shares; 2022Q2: 1,650 shares 1,650 $703K 0.1% 0 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; 2020Q3: 20,819 shares; 2020Q4: 18,675 shares; 2021Q1: 17,025 shares; 2021Q2: 15,975 shares; 2021Q3: 15,255 shares; 2021Q4: 14,410 shares; 2022Q1: 14,130 shares; 2022Q2: 13,730 shares 13,730 $702K 0.1% -400 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; 2020Q3: 20,289 shares; 2020Q4: 18,434 shares; 2021Q1: 18,209 shares; 2021Q2: 17,809 shares; 2021Q3: 17,709 shares; 2021Q4: 17,168 shares; 2022Q1: 16,888 shares; 2022Q2: 16,388 shares 16,388 $685K 0.1% -500 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; 2020Q3: 17,163 shares; 2020Q4: 16,714 shares; 2021Q1: 16,056 shares; 2021Q2: 16,194 shares; 2021Q3: 13,571 shares; 2021Q4: 13,086 shares; 2022Q1: 12,859 shares; 2022Q2: 13,012 shares 13,012 $671K 0.09% +153 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,454 shares; 2021Q3: 5,931 shares; 2021Q4: 6,942 shares; 2022Q1: 7,344 shares; 2022Q2: 7,124 shares 7,124 $649K 0.09% -220 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,520 shares; 2020Q4: 2,520 shares; 2021Q1: 2,520 shares; 2021Q2: 2,520 shares; 2021Q3: 2,500 shares; 2021Q4: 2,500 shares; 2022Q1: 2,485 shares; 2022Q2: 2,375 shares 2,375 $640K 0.09% -110 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; 2020Q3: 46,970 shares; 2020Q4: 38,017 shares; 2021Q1: 37,522 shares; 2021Q2: 36,026 shares; 2021Q3: 30,450 shares; 2021Q4: 30,439 shares; 2022Q1: 26,844 shares; 2022Q2: 25,888 shares 25,888 $630K 0.09% -956 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 15,674 shares; 2020Q4: 15,103 shares; 2021Q1: 14,004 shares; 2021Q2: 13,579 shares; 2021Q3: 12,259 shares; 2021Q4: 10,984 shares; 2022Q1: 8,909 shares; 2022Q2: 8,787 shares 8,787 $626K 0.09% -122 Timeline T. ROWE PRICE CAPITAL APPRE… T. ROWE PRICE CAPITAL APPRECIATION More: the full row for T. ROWE PRICE CAPITAL APPRECIATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 17,962 shares; 2021Q3: 17,962 shares; 2021Q4: 19,649 shares; 2022Q1: 19,649 shares; 2022Q2: 19,649 shares 19,649 $622K 0.09% 0 CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 1,425 shares; 2021Q1: 2,752 shares; 2021Q2: 3,297 shares; 2021Q3: 3,518 shares; 2021Q4: 3,038 shares; 2022Q1: 3,278 shares; 2022Q2: 3,153 shares 3,153 $610K 0.08% -125 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,531 shares; 2020Q4: 2,211 shares; 2021Q1: 3,056 shares; 2021Q2: 3,171 shares; 2021Q3: 3,371 shares; 2021Q4: 3,272 shares; 2022Q1: 3,122 shares; 2022Q2: 3,092 shares 3,092 $607K 0.08% -30 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 7,529 shares; 2020Q4: 7,395 shares; 2021Q1: 7,290 shares; 2021Q2: 7,190 shares; 2021Q3: 7,085 shares; 2021Q4: 6,900 shares; 2022Q1: 6,900 shares; 2022Q2: 6,975 shares 6,975 $603K 0.08% +75 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; 2020Q3: 14,990 shares; 2020Q4: 14,341 shares; 2021Q1: 13,981 shares; 2021Q2: 14,080 shares; 2021Q3: 11,768 shares; 2021Q4: 10,876 shares; 2022Q1: 10,459 shares; 2022Q2: 10,413 shares 10,413 $578K 0.08% -46 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; 2020Q3: 9,597 shares; 2020Q4: 8,697 shares; 2021Q1: 8,986 shares; 2021Q2: 8,980 shares; 2021Q3: 8,384 shares; 2021Q4: 7,980 shares; 2022Q1: 7,630 shares; 2022Q2: 7,180 shares 7,180 $571K 0.08% -450 Timeline PSL 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; 2020Q3: 8,980 shares; 2020Q4: 8,800 shares; 2021Q1: 8,700 shares; 2021Q2: 8,700 shares; 2021Q3: 8,610 shares; 2021Q4: 7,590 shares; 2022Q1: 7,432 shares; 2022Q2: 7,265 shares 7,265 $570K 0.08% -167 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 5,223 shares; 2020Q4: 5,113 shares; 2021Q1: 5,050 shares; 2021Q2: 4,702 shares; 2021Q3: 4,357 shares; 2021Q4: 4,257 shares; 2022Q1: 4,100 shares; 2022Q2: 4,000 shares 4,000 $563K 0.08% -100 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,200 shares; 2020Q4: 3,160 shares; 2021Q1: 3,140 shares; 2021Q2: 3,045 shares; 2021Q3: 2,995 shares; 2021Q4: 2,845 shares; 2022Q1: 2,820 shares; 2022Q2: 2,800 shares 2,800 $558K 0.08% -20 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 4,500 shares; 2020Q4: 5,000 shares; 2021Q1: 6,421 shares; 2021Q2: 7,221 shares; 2021Q3: 7,888 shares; 2021Q4: 8,988 shares; 2022Q1: 11,342 shares; 2022Q2: 9,387 shares 9,387 $552K 0.08% -1,955 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,785 shares; 2020Q4: 7,570 shares; 2021Q1: 7,570 shares; 2021Q2: 7,470 shares; 2021Q3: 7,270 shares; 2021Q4: 7,216 shares; 2022Q1: 6,266 shares; 2022Q2: 6,266 shares 6,266 $536K 0.07% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,759 shares; 2020Q4: 6,239 shares; 2021Q1: 6,164 shares; 2021Q2: 6,239 shares; 2021Q3: 6,139 shares; 2021Q4: 5,815 shares; 2022Q1: 5,965 shares; 2022Q2: 5,928 shares 5,928 $532K 0.07% -37 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares; 2021Q1: 2,475 shares; 2021Q2: 2,295 shares; 2021Q3: 2,350 shares; 2021Q4: 2,700 shares; 2022Q1: 2,585 shares; 2022Q2: 2,580 shares 2,580 $525K 0.07% -5 Timeline ROBO EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 23,855 shares; 2020Q4: 17,170 shares; 2021Q1: 16,970 shares; 2021Q2: 14,593 shares; 2021Q3: 14,343 shares; 2021Q4: 14,258 shares; 2022Q1: 11,640 shares; 2022Q2: 11,640 shares 11,640 $523K 0.07% 0 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 5,868 shares; 2020Q4: 6,153 shares; 2021Q1: 6,053 shares; 2021Q2: 6,004 shares; 2021Q3: 5,705 shares; 2021Q4: 5,606 shares; 2022Q1: 5,041 shares; 2022Q2: 4,892 shares 4,892 $478K 0.07% -149 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; 2020Q3: not reported; 2020Q4: 1,037 shares; 2021Q1: 1,096 shares; 2021Q2: 1,181 shares; 2021Q3: 1,181 shares; 2021Q4: 1,221 shares; 2022Q1: 1,221 shares; 2022Q2: 2,388 shares 2,388 $470K 0.07% +1,167 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 7,868 shares; 2020Q4: 6,868 shares; 2021Q1: 7,678 shares; 2021Q2: 7,565 shares; 2021Q3: 6,886 shares; 2021Q4: 6,724 shares; 2022Q1: 6,674 shares; 2022Q2: 6,712 shares 6,712 $468K 0.06% +38 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 7,000 shares; 2020Q4: 7,000 shares; 2021Q1: 7,150 shares; 2021Q2: 7,465 shares; 2021Q3: 7,535 shares; 2021Q4: 7,685 shares; 2022Q1: 8,560 shares; 2022Q2: 9,560 shares 9,560 $444K 0.06% +1,000 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,828 shares; 2020Q4: 7,313 shares; 2021Q1: 8,179 shares; 2021Q2: 8,590 shares; 2021Q3: 8,495 shares; 2021Q4: 7,792 shares; 2022Q1: 7,270 shares; 2022Q2: 7,356 shares 7,356 $443K 0.06% +86 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,896 shares; 2021Q3: 1,900 shares; 2021Q4: 1,904 shares; 2022Q1: 1,943 shares; 2022Q2: 1,947 shares 1,947 $440K 0.06% +4 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,296 shares; 2021Q4: 4,113 shares; 2022Q1: 3,693 shares; 2022Q2: 2,888 shares 2,888 $437K 0.06% -805 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,825 shares; 2020Q4: 2,375 shares; 2021Q1: 2,330 shares; 2021Q2: 2,280 shares; 2021Q3: 2,245 shares; 2021Q4: 2,195 shares; 2022Q1: 2,170 shares; 2022Q2: 2,070 shares 2,070 $434K 0.06% -100 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,830 shares; 2020Q4: 3,830 shares; 2021Q1: 3,825 shares; 2021Q2: 3,825 shares; 2021Q3: 3,825 shares; 2021Q4: 3,800 shares; 2022Q1: 3,950 shares; 2022Q2: 3,850 shares 3,850 $433K 0.06% -100 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 20,329 shares; 2020Q4: 13,064 shares; 2021Q1: 13,139 shares; 2021Q2: 13,429 shares; 2021Q3: 9,979 shares; 2021Q4: 10,279 shares; 2022Q1: 10,739 shares; 2022Q2: 11,314 shares 11,314 $431K 0.06% +575 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 907 shares; 2022Q1: 892 shares; 2022Q2: 792 shares 792 $430K 0.06% -100 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,565 shares; 2020Q4: 1,555 shares; 2021Q1: 1,555 shares; 2021Q2: 1,555 shares; 2021Q3: 1,555 shares; 2021Q4: 1,555 shares; 2022Q1: 1,555 shares; 2022Q2: 1,455 shares 1,455 $428K 0.06% -100 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 15,169 shares; 2020Q4: 14,203 shares; 2021Q1: 14,055 shares; 2021Q2: 13,856 shares; 2021Q3: 12,257 shares; 2021Q4: 10,579 shares; 2022Q1: 9,725 shares; 2022Q2: 9,317 shares 9,317 $427K 0.06% -408 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,340 shares 2,340 $412K 0.06% 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; 2020Q3: not reported; 2020Q4: 1,275 shares; 2021Q1: 1,306 shares; 2021Q2: 1,387 shares; 2021Q3: 1,406 shares; 2021Q4: 1,370 shares; 2022Q1: 1,670 shares; 2022Q2: 2,431 shares 2,431 $411K 0.06% +761 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,821 shares; 2020Q4: 6,147 shares; 2021Q1: 6,753 shares; 2021Q2: 6,684 shares; 2021Q3: 6,689 shares; 2021Q4: 6,456 shares; 2022Q1: 6,447 shares; 2022Q2: 6,431 shares 6,431 $399K 0.06% -16 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; 2020Q3: 1,718 shares; 2020Q4: 1,863 shares; 2021Q1: 5,242 shares; 2021Q2: 6,741 shares; 2021Q3: 6,956 shares; 2021Q4: 7,536 shares; 2022Q1: 7,795 shares; 2022Q2: 5,690 shares 5,690 $397K 0.06% -2,105 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 5,235 shares; 2020Q4: 5,060 shares; 2021Q1: 4,960 shares; 2021Q2: 4,689 shares; 2021Q3: 4,550 shares; 2021Q4: 4,530 shares; 2022Q1: 4,480 shares; 2022Q2: 4,405 shares 4,405 $395K 0.05% -75 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 780 shares; 2021Q1: 785 shares; 2021Q2: 795 shares; 2021Q3: 790 shares; 2021Q4: 1,000 shares; 2022Q1: 1,131 shares; 2022Q2: 1,301 shares 1,301 $389K 0.05% +170 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 4,549 shares; 2020Q4: 3,949 shares; 2021Q1: 3,749 shares; 2021Q2: 3,749 shares; 2021Q3: 3,799 shares; 2021Q4: 3,780 shares; 2022Q1: 4,805 shares; 2022Q2: 5,074 shares 5,074 $387K 0.05% +269 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,975 shares; 2020Q4: 1,875 shares; 2021Q1: 1,884 shares; 2021Q2: 1,884 shares; 2021Q3: 1,884 shares; 2021Q4: 1,884 shares; 2022Q1: 1,869 shares; 2022Q2: 1,869 shares 1,869 $385K 0.05% 0 Timeline AWR AMER STATES WTR CO More: the full row for AMER STATES WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 7,300 shares; 2020Q4: 5,501 shares; 2021Q1: 5,502 shares; 2021Q2: 5,503 shares; 2021Q3: 5,404 shares; 2021Q4: 5,380 shares; 2022Q1: 4,811 shares; 2022Q2: 4,711 shares 4,711 $384K 0.05% -100 Timeline DFUSX DFA US LARGE COMPANY I More: the full row for DFA US LARGE COMPANY I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 13,345 shares; 2021Q3: 13,385 shares; 2021Q4: 14,161 shares; 2022Q1: 14,203 shares; 2022Q2: 14,259 shares 14,259 $384K 0.05% +56 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; 2020Q3: not reported; 2020Q4: 1,563 shares; 2021Q1: 1,563 shares; 2021Q2: 2,653 shares; 2021Q3: 2,656 shares; 2021Q4: 2,765 shares; 2022Q1: 2,768 shares; 2022Q2: 2,202 shares 2,202 $379K 0.05% -566 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 4,620 shares; 2020Q4: 4,310 shares; 2021Q1: 4,230 shares; 2021Q2: 8,460 shares; 2021Q3: 7,825 shares; 2021Q4: not reported; 2022Q1: 6,990 shares; 2022Q2: 6,940 shares 6,940 $367K 0.05% -50 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 8,400 shares; 2021Q1: 31,711 shares; 2021Q2: 31,051 shares; 2021Q3: 31,040 shares; 2021Q4: 25,040 shares; 2022Q1: 20,640 shares; 2022Q2: 19,060 shares 19,060 $363K 0.05% -1,580 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,004 shares; 2021Q3: 7,657 shares; 2021Q4: 7,841 shares; 2022Q1: 9,284 shares; 2022Q2: 8,707 shares 8,707 $355K 0.05% -577 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; 2020Q3: 2,940 shares; 2020Q4: 2,940 shares; 2021Q1: 2,940 shares; 2021Q2: 2,905 shares; 2021Q3: 2,405 shares; 2021Q4: 2,375 shares; 2022Q1: 2,375 shares; 2022Q2: 2,385 shares 2,385 $342K 0.05% +10 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,465 shares; 2020Q4: 2,325 shares; 2021Q1: 2,325 shares; 2021Q2: 2,325 shares; 2021Q3: 2,225 shares; 2021Q4: 2,125 shares; 2022Q1: 1,825 shares; 2022Q2: 1,861 shares 1,861 $324K 0.04% +36 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,235 shares; 2020Q4: 6,535 shares; 2021Q1: 6,235 shares; 2021Q2: 6,235 shares; 2021Q3: 6,235 shares; 2021Q4: 6,235 shares; 2022Q1: 6,435 shares; 2022Q2: 5,500 shares 5,500 $318K 0.04% -935 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 4,042 shares; 2020Q4: 4,046 shares; 2021Q1: 4,048 shares; 2021Q2: 4,051 shares; 2021Q3: 4,982 shares; 2021Q4: 4,934 shares; 2022Q1: 4,837 shares; 2022Q2: 4,840 shares 4,840 $315K 0.04% +3 Timeline XSD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,550 shares; 2020Q4: 2,550 shares; 2021Q1: 2,550 shares; 2021Q2: 2,550 shares; 2021Q3: 2,540 shares; 2021Q4: 2,540 shares; 2022Q1: 2,540 shares; 2022Q2: 2,040 shares 2,040 $309K 0.04% -500 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; 2020Q3: 2,650 shares; 2020Q4: 1,650 shares; 2021Q1: 1,660 shares; 2021Q2: 1,635 shares; 2021Q3: 1,635 shares; 2021Q4: 1,510 shares; 2022Q1: 1,210 shares; 2022Q2: 1,210 shares 1,210 $306K 0.04% 0 Timeline IYM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,620 shares; 2020Q4: 2,620 shares; 2021Q1: 2,620 shares; 2021Q2: 2,645 shares; 2021Q3: 2,620 shares; 2021Q4: 2,555 shares; 2022Q1: 2,555 shares; 2022Q2: 2,555 shares 2,555 $300K 0.04% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,837 shares; 2020Q4: 4,152 shares; 2021Q1: 4,252 shares; 2021Q2: 4,252 shares; 2021Q3: 4,302 shares; 2021Q4: 4,302 shares; 2022Q1: 4,557 shares; 2022Q2: 3,862 shares 3,862 $298K 0.04% -695 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; 2020Q3: 1,859 shares; 2020Q4: 1,812 shares; 2021Q1: 1,765 shares; 2021Q2: 1,743 shares; 2021Q3: 1,743 shares; 2021Q4: 1,746 shares; 2022Q1: 1,580 shares; 2022Q2: 1,605 shares 1,605 $292K 0.04% +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; 2020Q3: 2,101 shares; 2020Q4: 2,101 shares; 2021Q1: 2,111 shares; 2021Q2: 2,081 shares; 2021Q3: 2,081 shares; 2021Q4: 2,519 shares; 2022Q1: 2,092 shares; 2022Q2: 1,672 shares 1,672 $292K 0.04% -420 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,592 shares; 2022Q1: 6,442 shares; 2022Q2: 6,442 shares 6,442 $287K 0.04% 0 Timeline LEGG MASON PARTNERS INVESTO… LEGG MASON PARTNERS INVESTORS VAL… More: the full row for LEGG MASON PARTNERS INVESTORS VALUE CL O Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 8,499 shares; 2020Q4: 8,499 shares; 2021Q1: 8,499 shares; 2021Q2: 8,499 shares; 2021Q3: 8,499 shares; 2021Q4: 8,499 shares; 2022Q1: 8,499 shares; 2022Q2: 8,499 shares 8,499 $287K 0.04% 0 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,897 shares; 2021Q2: 3,002 shares; 2021Q3: 2,905 shares; 2021Q4: 2,839 shares; 2022Q1: 2,985 shares; 2022Q2: 3,079 shares 3,079 $285K 0.04% +94 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,200 shares; 2020Q4: 2,200 shares; 2021Q1: 2,320 shares; 2021Q2: 2,320 shares; 2021Q3: 2,320 shares; 2021Q4: 2,320 shares; 2022Q1: 2,320 shares; 2022Q2: 2,220 shares 2,220 $281K 0.04% -100 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,410 shares; 2022Q2: 4,395 shares 4,395 $277K 0.04% -15 Timeline MAGELLAN MIDSTREAM PARTNERS… MAGELLAN MIDSTREAM PARTNERS, L More: the full row for MAGELLAN MIDSTREAM PARTNERS, L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 14,373 shares; 2020Q4: 8,640 shares; 2021Q1: 7,625 shares; 2021Q2: 7,420 shares; 2021Q3: 6,362 shares; 2021Q4: 6,167 shares; 2022Q1: 6,172 shares; 2022Q2: 5,802 shares 5,802 $277K 0.04% -370 STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,610 shares; 2020Q4: 1,610 shares; 2021Q1: 1,610 shares; 2021Q2: 1,610 shares; 2021Q3: 1,610 shares; 2021Q4: 1,610 shares; 2022Q1: 1,310 shares; 2022Q2: 1,170 shares 1,170 $272K 0.04% -140 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; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 1,700 shares; 2021Q2: 1,750 shares; 2021Q3: 3,190 shares; 2021Q4: 3,190 shares; 2022Q1: 2,150 shares; 2022Q2: 2,150 shares 2,150 $270K 0.04% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,000 shares; 2020Q4: 960 shares; 2021Q1: 1,145 shares; 2021Q2: 1,145 shares; 2021Q3: 1,160 shares; 2021Q4: 1,145 shares; 2022Q1: 1,145 shares; 2022Q2: 1,035 shares 1,035 $264K 0.04% -110 Timeline MSEX MIDDLESEX WTR CO More: the full row for MIDDLESEX WTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares; 2021Q1: 3,250 shares; 2021Q2: 3,250 shares; 2021Q3: 3,100 shares; 2021Q4: 3,050 shares; 2022Q1: 3,000 shares; 2022Q2: 3,000 shares 3,000 $263K 0.04% 0 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 6,045 shares; 2020Q4: 4,895 shares; 2021Q1: 4,838 shares; 2021Q2: 3,788 shares; 2021Q3: 3,138 shares; 2021Q4: 3,088 shares; 2022Q1: 2,991 shares; 2022Q2: 3,055 shares 3,055 $258K 0.04% +64 Timeline BCBP BCB BANCORP INC More: the full row for BCB BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 14,876 shares; 2020Q4: 14,876 shares; 2021Q1: 14,876 shares; 2021Q2: 14,876 shares; 2021Q3: 14,876 shares; 2021Q4: 14,876 shares; 2022Q1: 14,876 shares; 2022Q2: 14,876 shares 14,876 $253K 0.04% 0 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; 2020Q3: 4,375 shares; 2020Q4: 4,875 shares; 2021Q1: 5,320 shares; 2021Q2: 5,130 shares; 2021Q3: 5,030 shares; 2021Q4: 5,010 shares; 2022Q1: 4,310 shares; 2022Q2: 4,210 shares 4,210 $244K 0.03% -100 Timeline DUKE REALTY CORP DUKE REALTY CORP More: the full row for DUKE REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 13,460 shares; 2020Q4: 9,460 shares; 2021Q1: 9,125 shares; 2021Q2: 8,825 shares; 2021Q3: 8,725 shares; 2021Q4: 8,225 shares; 2022Q1: 4,850 shares; 2022Q2: 4,415 shares 4,415 $242K 0.03% -435 IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 1,071 shares; 2020Q4: 1,071 shares; 2021Q1: 996 shares; 2021Q2: 1,041 shares; 2021Q3: 1,011 shares; 2021Q4: 966 shares; 2022Q1: 1,121 shares; 2022Q2: 1,120 shares 1,120 $238K 0.03% -1 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 1,700 shares; 2021Q2: 1,700 shares; 2021Q3: 1,700 shares; 2021Q4: 1,700 shares; 2022Q1: 1,700 shares; 2022Q2: 1,700 shares 1,700 $233K 0.03% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,212 shares; 2020Q4: 3,148 shares; 2021Q1: 3,106 shares; 2021Q2: 3,105 shares; 2021Q3: 3,005 shares; 2021Q4: 2,964 shares; 2022Q1: 2,786 shares; 2022Q2: 2,586 shares 2,586 $232K 0.03% -200 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; 2020Q3: 2,488 shares; 2020Q4: 2,430 shares; 2021Q1: 2,380 shares; 2021Q2: 2,380 shares; 2021Q3: 2,330 shares; 2021Q4: 2,230 shares; 2022Q1: 2,130 shares; 2022Q2: 2,015 shares 2,015 $230K 0.03% -115 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: 200 shares; 2021Q1: 200 shares; 2021Q2: 200 shares; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares; 2022Q2: 200 shares 200 $229K 0.03% 0 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,724 shares; 2021Q2: 2,509 shares; 2021Q3: 1,724 shares; 2021Q4: 1,724 shares; 2022Q1: 1,724 shares; 2022Q2: 1,724 shares 1,724 $227K 0.03% 0 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 13,066 shares; 2020Q4: 11,850 shares; 2021Q1: 11,350 shares; 2021Q2: 11,957 shares; 2021Q3: 10,301 shares; 2021Q4: 8,550 shares; 2022Q1: 7,000 shares; 2022Q2: 5,587 shares 5,587 $224K 0.03% -1,413 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 30,757 shares; 2021Q2: 30,757 shares; 2021Q3: 30,757 shares; 2021Q4: 24,157 shares; 2022Q1: 24,157 shares; 2022Q2: 24,157 shares 24,157 $219K 0.03% 0 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; 2020Q3: 5,950 shares; 2020Q4: 4,650 shares; 2021Q1: 4,650 shares; 2021Q2: 4,650 shares; 2021Q3: 4,650 shares; 2021Q4: 4,650 shares; 2022Q1: 4,150 shares; 2022Q2: 4,150 shares 4,150 $219K 0.03% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 450 shares; 2022Q1: 450 shares; 2022Q2: 450 shares 450 $217K 0.03% 0 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 3,980 shares; 2020Q4: 3,830 shares; 2021Q1: 3,830 shares; 2021Q2: 3,830 shares; 2021Q3: 3,730 shares; 2021Q4: 3,705 shares; 2022Q1: 2,705 shares; 2022Q2: 2,705 shares 2,705 $216K 0.03% 0 Timeline EATON VANCE SPL INVT TR DIV… EATON VANCE SPL INVT TR DIVD B More: the full row for EATON VANCE SPL INVT TR DIVD B Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 11,759 shares; 2020Q4: 11,807 shares; 2021Q1: 11,852 shares; 2021Q2: 11,894 shares; 2021Q3: 11,935 shares; 2021Q4: 12,603 shares; 2022Q1: 12,647 shares; 2022Q2: 12,693 shares 12,693 $215K 0.03% +46 HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,261 shares; 2021Q2: 2,207 shares; 2021Q3: 2,158 shares; 2021Q4: 2,158 shares; 2022Q1: 2,133 shares; 2022Q2: 2,133 shares 2,133 $214K 0.03% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 500 shares; 2022Q1: 550 shares; 2022Q2: 550 shares 550 $211K 0.03% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 967 shares; 2020Q4: 967 shares; 2021Q1: 967 shares; 2021Q2: 967 shares; 2021Q3: 830 shares; 2021Q4: 830 shares; 2022Q1: 830 shares; 2022Q2: 830 shares 830 $211K 0.03% 0 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 2,341 shares; 2020Q4: 1,794 shares; 2021Q1: 1,794 shares; 2021Q2: 1,794 shares; 2021Q3: 1,794 shares; 2021Q4: 1,794 shares; 2022Q1: 1,704 shares; 2022Q2: 1,685 shares 1,685 $211K 0.03% -19 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 8,532 shares; 2020Q4: 8,037 shares; 2021Q1: 7,462 shares; 2021Q2: 7,192 shares; 2021Q3: 6,242 shares; 2021Q4: 6,007 shares; 2022Q1: 4,877 shares; 2022Q2: 4,577 shares 4,577 $209K 0.03% -300 Timeline PXI 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; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 5,140 shares; 2022Q2: 5,480 shares 5,480 $209K 0.03% +340 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,620 shares 3,620 $205K 0.03% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 2,440 shares; 2021Q4: 2,093 shares; 2022Q1: 2,093 shares; 2022Q2: 2,093 shares 2,093 $200K 0.03% 0 Timeline POWERSHARES DB MULTISECT C POWERSHARES DB MULTISECT C More: the full row for POWERSHARES DB MULTISECT C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,203 shares; 2022Q1: 11,000 shares; 2022Q2: 10,700 shares 10,700 $195K 0.03% -300 Fidelity Magellan Fd Inc Fidelity Magellan Fd Inc More: the full row for Fidelity Magellan Fd Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 15,000 shares; 2020Q4: 15,000 shares; 2021Q1: 15,000 shares; 2021Q2: 15,000 shares; 2021Q3: 15,000 shares; 2021Q4: 15,000 shares; 2022Q1: 15,000 shares; 2022Q2: 15,000 shares 15,000 $162K 0.02% 0 MDXG MIMEDX GROUP INC More: the full row for MIMEDX GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: 22,700 shares; 2020Q4: 22,700 shares; 2021Q1: 22,700 shares; 2021Q2: 22,700 shares; 2021Q3: 22,700 shares; 2021Q4: 22,700 shares; 2022Q1: 22,700 shares; 2022Q2: 22,700 shares 22,700 $78K 0.01% 0 Timeline TRILLION ENERGY INTERN COM TRILLION ENERGY INTERN COM More: the full row for TRILLION ENERGY INTERN COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 35,000 shares; 2022Q2: 35,000 shares 35,000 $6K <0.01% 0