AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 511,987 shares; 2020Q4: 492,941 shares; 2021Q1: 478,361 shares 478,361 $58.4M 7.34% -14,580 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 90,180 shares; 2020Q4: 90,990 shares; 2021Q1: 92,366 shares 92,366 $29.5M 3.7% +1,376 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 71,375 shares; 2020Q4: 67,689 shares; 2021Q1: 71,406 shares 71,406 $28.3M 3.56% +3,717 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 169,824 shares; 2020Q4: 164,514 shares; 2021Q1: 167,514 shares 167,514 $28.2M 3.54% +3,000 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,474 shares; 2020Q4: 8,391 shares; 2021Q1: 8,548 shares 8,548 $26.5M 3.32% +157 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 72,954 shares; 2020Q4: 70,838 shares; 2021Q1: 70,462 shares 70,462 $25.3M 3.17% -376 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 99,248 shares; 2020Q4: 98,522 shares; 2021Q1: 102,157 shares 102,157 $24.1M 3.03% +3,635 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 154,513 shares; 2020Q4: 156,590 shares; 2021Q1: 160,921 shares 160,921 $18.8M 2.36% +4,331 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 178,111 shares; 2020Q4: 179,286 shares; 2021Q1: 180,908 shares 180,908 $17.8M 2.24% +1,622 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 59,010 shares; 2020Q4: 57,808 shares; 2021Q1: 58,548 shares 58,548 $17.2M 2.17% +740 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 487,783 shares; 2020Q4: 469,020 shares; 2021Q1: 495,926 shares 495,926 $16.9M 2.12% +26,906 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 78,585 shares; 2020Q4: 75,668 shares; 2021Q1: 73,418 shares 73,418 $16M 2.01% -2,250 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 102,106 shares; 2020Q4: 100,197 shares; 2021Q1: 99,641 shares 99,641 $15.2M 1.91% -556 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 49,253 shares; 2020Q4: 48,576 shares; 2021Q1: 49,540 shares 49,540 $15.1M 1.9% +964 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 86,862 shares; 2020Q4: 86,738 shares; 2021Q1: 88,582 shares 88,582 $14.6M 1.83% +1,844 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 66,278 shares; 2020Q4: 64,996 shares; 2021Q1: 66,787 shares 66,787 $14.1M 1.78% +1,791 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 76,729 shares; 2020Q4: 73,444 shares; 2021Q1: 73,816 shares 73,816 $13.6M 1.71% +372 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 157,660 shares; 2020Q4: 159,242 shares; 2021Q1: 162,688 shares 162,688 $11.9M 1.5% +3,446 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45,175 shares; 2020Q4: 45,657 shares; 2021Q1: 46,055 shares 46,055 $11.8M 1.48% +398 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 80,818 shares; 2020Q4: 82,603 shares; 2021Q1: 83,917 shares 83,917 $11.1M 1.4% +1,314 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 184,671 shares; 2020Q4: 181,777 shares; 2021Q1: 186,202 shares 186,202 $10.8M 1.36% +4,425 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,196 shares; 2020Q4: 5,024 shares; 2021Q1: 5,093 shares 5,093 $10.5M 1.32% +69 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 73,304 shares; 2020Q4: 73,136 shares; 2021Q1: 75,186 shares 75,186 $10.2M 1.28% +2,050 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 125,960 shares; 2020Q4: 131,227 shares; 2021Q1: 135,200 shares 135,200 $9.23M 1.16% +3,973 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 41,092 shares; 2020Q4: 40,905 shares; 2021Q1: 41,476 shares 41,476 $9M 1.13% +571 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 37,499 shares; 2020Q4: 36,915 shares; 2021Q1: 38,343 shares 38,343 $8.59M 1.08% +1,428 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 32,547 shares; 2020Q4: 32,356 shares; 2021Q1: 32,128 shares 32,128 $8.11M 1.02% -228 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 29,738 shares; 2020Q4: 28,233 shares; 2021Q1: 28,201 shares 28,201 $7.18M 0.9% -32 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 48,815 shares; 2020Q4: 48,208 shares; 2021Q1: 49,946 shares 49,946 $7.06M 0.89% +1,738 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,771 shares; 2020Q4: 22,030 shares; 2021Q1: 21,065 shares 21,065 $6.96M 0.87% -965 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 36,926 shares; 2020Q4: 34,697 shares; 2021Q1: 34,371 shares 34,371 $6.62M 0.83% -326 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,326 shares; 2020Q4: 3,137 shares; 2021Q1: 3,190 shares 3,190 $6.58M 0.83% +53 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 29,169 shares; 2020Q4: 28,684 shares; 2021Q1: 28,434 shares 28,434 $6.27M 0.79% -250 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,372 shares; 2020Q4: 34,344 shares; 2021Q1: 33,948 shares 33,948 $5.96M 0.75% -396 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 115,050 shares; 2020Q4: 113,310 shares; 2021Q1: 112,687 shares 112,687 $5.94M 0.75% -623 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 78,768 shares; 2020Q4: 75,575 shares; 2021Q1: 75,957 shares 75,957 $5.87M 0.74% +382 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 34,709 shares; 2020Q4: 33,619 shares; 2021Q1: 33,858 shares 33,858 $5.75M 0.72% +239 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 77,405 shares; 2020Q4: 81,196 shares; 2021Q1: 83,707 shares 83,707 $5.36M 0.67% +2,511 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,553 shares; 2020Q4: 13,800 shares; 2021Q1: 14,303 shares 14,303 $5.32M 0.67% +503 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 62,239 shares; 2020Q4: 62,927 shares; 2021Q1: 66,605 shares 66,605 $5.25M 0.66% +3,678 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 50,154 shares; 2020Q4: 48,485 shares; 2021Q1: 49,683 shares 49,683 $5.21M 0.65% +1,198 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 68,169 shares; 2020Q4: 67,142 shares; 2021Q1: 64,584 shares 64,584 $4.98M 0.63% -2,558 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,507 shares; 2020Q4: 30,043 shares; 2021Q1: 29,480 shares 29,480 $4.88M 0.61% -563 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 94,899 shares; 2020Q4: 85,819 shares; 2021Q1: 87,252 shares 87,252 $4.87M 0.61% +1,433 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 123,684 shares; 2020Q4: 119,601 shares; 2021Q1: 124,975 shares 124,975 $4.83M 0.61% +5,374 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,211 shares; 2020Q4: 23,001 shares; 2021Q1: 22,392 shares 22,392 $4.74M 0.6% -609 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 62,125 shares; 2020Q4: 63,326 shares; 2021Q1: 77,841 shares 77,841 $4.72M 0.59% +14,515 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,526 shares; 2020Q4: 18,541 shares; 2021Q1: 18,351 shares 18,351 $4.62M 0.58% -190 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 43,268 shares; 2020Q4: 40,905 shares; 2021Q1: 40,617 shares 40,617 $4.53M 0.57% -288 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 30,204 shares; 2020Q4: 29,769 shares; 2021Q1: 31,113 shares 31,113 $4.23M 0.53% +1,344 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 45,058 shares; 2020Q4: 43,292 shares; 2021Q1: 42,967 shares 42,967 $4.14M 0.52% -325 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 90,976 shares; 2020Q4: 86,593 shares; 2021Q1: 80,346 shares 80,346 $4.11M 0.52% -6,247 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,676 shares; 2020Q4: 23,296 shares; 2021Q1: 24,429 shares 24,429 $3.68M 0.46% +1,133 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,517 shares; 2020Q4: 19,172 shares; 2021Q1: 19,139 shares 19,139 $3.64M 0.46% -33 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,416 shares; 2020Q4: 9,538 shares; 2021Q1: 9,563 shares 9,563 $3.4M 0.43% +25 Timeline IHE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 19,575 shares; 2020Q4: 19,180 shares; 2021Q1: 19,095 shares 19,095 $3.39M 0.43% -85 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 118,483 shares; 2020Q4: 113,788 shares; 2021Q1: 110,855 shares 110,855 $3.35M 0.42% -2,933 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,493 shares; 2020Q4: 61,528 shares; 2021Q1: 64,630 shares 64,630 $3.34M 0.42% +3,102 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 61,329 shares; 2020Q4: 60,912 shares; 2021Q1: 60,621 shares 60,621 $3.28M 0.41% -291 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 18,072 shares; 2020Q4: 16,967 shares; 2021Q1: 17,054 shares 17,054 $3.19M 0.4% +87 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,529 shares; 2020Q4: 9,560 shares; 2021Q1: 9,441 shares 9,441 $3.12M 0.39% -119 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 47,160 shares; 2020Q4: 45,345 shares; 2021Q1: 48,371 shares 48,371 $3.05M 0.38% +3,026 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 21,335 shares; 2020Q4: 21,740 shares; 2021Q1: 23,490 shares 23,490 $3.05M 0.38% +1,750 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 37,481 shares; 2020Q4: 48,849 shares; 2021Q1: 59,055 shares 59,055 $2.9M 0.36% +10,206 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12,697 shares; 2020Q4: 11,646 shares; 2021Q1: 11,676 shares 11,676 $2.84M 0.36% +30 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,408 shares; 2020Q4: 9,538 shares; 2021Q1: 9,803 shares 9,803 $2.78M 0.35% +265 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,438 shares; 2020Q4: 21,073 shares; 2021Q1: 20,589 shares 20,589 $2.74M 0.34% -484 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 64,313 shares; 2020Q4: 67,053 shares; 2021Q1: 72,848 shares 72,848 $2.64M 0.33% +5,795 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,270 shares; 2020Q4: 18,490 shares; 2021Q1: 18,120 shares 18,120 $2.56M 0.32% -370 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 21,324 shares; 2020Q4: 21,035 shares; 2021Q1: 21,289 shares 21,289 $2.55M 0.32% +254 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,165 shares; 2020Q4: 13,778 shares; 2021Q1: 13,897 shares 13,897 $2.52M 0.32% +119 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,905 shares; 2020Q4: 8,590 shares; 2021Q1: 8,851 shares 8,851 $2.49M 0.31% +261 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 43,977 shares; 2020Q4: 45,004 shares; 2021Q1: 41,140 shares 41,140 $2.48M 0.31% -3,864 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,974 shares; 2020Q4: 28,366 shares; 2021Q1: 27,816 shares 27,816 $2.44M 0.31% -550 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 36,217 shares; 2020Q4: 32,779 shares; 2021Q1: 32,799 shares 32,799 $2.39M 0.3% +20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,450 shares; 2020Q4: 2,490 shares; 2021Q1: 3,228 shares 3,228 $2.38M 0.3% +738 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,980 shares; 2020Q4: 6,220 shares; 2021Q1: 6,290 shares 6,290 $2.38M 0.3% +70 AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,935 shares; 2020Q4: 9,185 shares; 2021Q1: 9,477 shares 9,477 $2.36M 0.3% +292 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,624 shares; 2020Q4: 24,375 shares; 2021Q1: 24,283 shares 24,283 $2.34M 0.29% -92 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,712 shares; 2020Q4: 10,228 shares; 2021Q1: 10,073 shares 10,073 $2.33M 0.29% -155 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,679 shares; 2020Q4: 16,459 shares; 2021Q1: 15,859 shares 15,859 $2.29M 0.29% -600 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,059 shares; 2020Q4: 8,011 shares; 2021Q1: 7,978 shares 7,978 $2.14M 0.27% -33 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,524 shares; 2020Q4: 33,587 shares; 2021Q1: 33,041 shares 33,041 $2.11M 0.27% -546 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 31,152 shares; 2020Q4: 28,058 shares; 2021Q1: 27,283 shares 27,283 $2.07M 0.26% -775 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,945 shares; 2020Q4: 14,500 shares; 2021Q1: 13,655 shares 13,655 $2.05M 0.26% -845 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,032 shares; 2020Q4: 12,624 shares; 2021Q1: 12,601 shares 12,601 $1.99M 0.25% -23 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,645 shares; 2020Q4: 14,345 shares; 2021Q1: 14,620 shares 14,620 $1.98M 0.25% +275 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,350 shares; 2020Q4: 13,330 shares; 2021Q1: 30,317 shares 30,317 $1.95M 0.25% +16,987 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,592 shares; 2020Q4: 8,046 shares; 2021Q1: 8,017 shares 8,017 $1.94M 0.24% -29 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 35,451 shares; 2020Q4: 36,125 shares; 2021Q1: 36,365 shares 36,365 $1.86M 0.23% +240 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 12,539 shares; 2020Q4: 24,654 shares; 2021Q1: 24,654 shares 24,654 $1.84M 0.23% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,820 shares; 2020Q4: 4,975 shares; 2021Q1: 4,906 shares 4,906 $1.81M 0.23% -69 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 25,409 shares; 2020Q4: 24,030 shares; 2021Q1: 23,298 shares 23,298 $1.77M 0.22% -732 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,787 shares; 2020Q4: 23,882 shares; 2021Q1: 23,006 shares 23,006 $1.72M 0.22% -876 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,227 shares; 2020Q4: 7,377 shares; 2021Q1: 7,377 shares 7,377 $1.69M 0.21% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11,317 shares; 2020Q4: 10,543 shares; 2021Q1: 10,201 shares 10,201 $1.63M 0.2% -342 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,877 shares; 2020Q4: 19,318 shares; 2021Q1: 19,714 shares 19,714 $1.49M 0.19% +396 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 10,500 shares; 2020Q4: 9,900 shares; 2021Q1: 10,198 shares 10,198 $1.42M 0.18% +298 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 17,806 shares; 2020Q4: 17,043 shares; 2021Q1: 17,030 shares 17,030 $1.34M 0.17% -13 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,605 shares; 2020Q4: 23,785 shares; 2021Q1: 25,645 shares 25,645 $1.33M 0.17% +1,860 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,684 shares; 2020Q4: 15,960 shares; 2021Q1: 15,788 shares 15,788 $1.33M 0.17% -172 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,278 shares; 2020Q4: 15,534 shares; 2021Q1: 14,910 shares 14,910 $1.32M 0.17% -624 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,450 shares; 2020Q4: 3,746 shares; 2021Q1: 3,921 shares 3,921 $1.28M 0.16% +175 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,718 shares; 2020Q4: 1,863 shares; 2021Q1: 5,242 shares 5,242 $1.27M 0.16% +3,379 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 16,000 shares; 2020Q4: 14,502 shares; 2021Q1: 15,003 shares 15,003 $1.27M 0.16% +501 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,156 shares; 2020Q4: 12,163 shares; 2021Q1: 12,063 shares 12,063 $1.23M 0.15% -100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,700 shares; 2020Q4: 2,200 shares; 2021Q1: 2,025 shares 2,025 $1.21M 0.15% -175 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,308 shares; 2020Q4: 4,739 shares; 2021Q1: 4,729 shares 4,729 $1.15M 0.14% -10 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,101 shares; 2020Q4: 2,101 shares; 2021Q1: 2,111 shares 2,111 $1.1M 0.14% +10 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,990 shares; 2020Q4: 14,341 shares; 2021Q1: 13,981 shares 13,981 $1.08M 0.14% -360 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 23,855 shares; 2020Q4: 17,170 shares; 2021Q1: 16,970 shares 16,970 $1.08M 0.14% -200 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 17,163 shares; 2020Q4: 16,714 shares; 2021Q1: 16,056 shares 16,056 $1.03M 0.13% -658 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 768 shares; 2020Q4: 1,435 shares; 2021Q1: 1,494 shares 1,494 $997K 0.13% +59 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,289 shares; 2020Q4: 18,434 shares; 2021Q1: 18,209 shares 18,209 $984K 0.12% -225 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,223 shares; 2020Q4: 5,113 shares; 2021Q1: 5,050 shares 5,050 $974K 0.12% -63 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,926 shares; 2020Q4: 2,185 shares; 2021Q1: 2,431 shares 2,431 $967K 0.12% +246 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,591 shares; 2020Q4: 19,793 shares; 2021Q1: 19,146 shares 19,146 $942K 0.12% -647 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,674 shares; 2020Q4: 15,103 shares; 2021Q1: 14,004 shares 14,004 $870K 0.11% -1,099 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,520 shares; 2020Q4: 2,520 shares; 2021Q1: 2,520 shares 2,520 $860K 0.11% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,544 shares; 2020Q4: 13,996 shares; 2021Q1: 13,638 shares 13,638 $836K 0.11% -358 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,200 shares; 2020Q4: 3,160 shares; 2021Q1: 3,140 shares 3,140 $833K 0.1% -20 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 46,970 shares; 2020Q4: 38,017 shares; 2021Q1: 37,522 shares 37,522 $826K 0.1% -495 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,597 shares; 2020Q4: 8,697 shares; 2021Q1: 8,986 shares 8,986 $810K 0.1% +289 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,980 shares; 2020Q4: 8,800 shares; 2021Q1: 8,700 shares 8,700 $806K 0.1% -100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,625 shares; 2020Q4: 3,170 shares; 2021Q1: 2,261 shares 2,261 $796K 0.1% -909 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,819 shares; 2020Q4: 18,675 shares; 2021Q1: 17,025 shares 17,025 $786K 0.1% -1,650 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,169 shares; 2020Q4: 14,203 shares; 2021Q1: 14,055 shares 14,055 $784K 0.1% -148 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,960 shares; 2020Q4: 9,055 shares; 2021Q1: 9,230 shares 9,230 $771K 0.1% +175 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 8,400 shares; 2021Q1: 31,711 shares 31,711 $770K 0.1% +23,311 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,868 shares; 2020Q4: 6,153 shares; 2021Q1: 6,053 shares 6,053 $760K 0.1% -100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,382 shares; 2020Q4: 2,674 shares; 2021Q1: 2,299 shares 2,299 $744K 0.09% -375 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,903 shares; 2020Q4: 6,302 shares; 2021Q1: 6,753 shares 6,753 $730K 0.09% +451 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 30,757 shares 30,757 $716K 0.09% new Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,425 shares; 2021Q1: 2,752 shares 2,752 $713K 0.09% +1,327 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,280 shares; 2020Q4: 3,280 shares; 2021Q1: 3,215 shares 3,215 $651K 0.08% -65 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,529 shares; 2020Q4: 7,395 shares; 2021Q1: 7,290 shares 7,290 $639K 0.08% -105 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,066 shares; 2020Q4: 11,850 shares; 2021Q1: 11,350 shares 11,350 $605K 0.08% -500 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,400 shares; 2020Q4: 2,400 shares; 2021Q1: 2,475 shares 2,475 $602K 0.08% +75 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,785 shares; 2020Q4: 7,570 shares; 2021Q1: 7,570 shares 7,570 $602K 0.08% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,225 shares; 2020Q4: 3,225 shares; 2021Q1: 3,017 shares 3,017 $588K 0.07% -208 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,975 shares; 2020Q4: 1,875 shares; 2021Q1: 1,884 shares 1,884 $566K 0.07% +9 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,565 shares; 2020Q4: 1,555 shares; 2021Q1: 1,555 shares 1,555 $561K 0.07% 0 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,050 shares; 2020Q4: 3,050 shares; 2021Q1: 6,100 shares 6,100 $556K 0.07% +3,050 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 726 shares 726 $547K 0.07% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,235 shares; 2020Q4: 5,060 shares; 2021Q1: 4,960 shares 4,960 $546K 0.07% -100 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,868 shares; 2020Q4: 6,868 shares; 2021Q1: 7,678 shares 7,678 $538K 0.07% +810 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,828 shares; 2020Q4: 7,313 shares; 2021Q1: 8,179 shares 8,179 $532K 0.07% +866 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,531 shares; 2020Q4: 2,211 shares; 2021Q1: 3,056 shares 3,056 $482K 0.06% +845 Timeline WTV WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,620 shares; 2020Q4: 4,310 shares; 2021Q1: 4,230 shares 4,230 $476K 0.06% -80 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,375 shares; 2020Q4: 4,875 shares; 2021Q1: 5,320 shares 5,320 $474K 0.06% +445 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,100 shares; 2020Q4: 2,950 shares; 2021Q1: 2,975 shares 2,975 $472K 0.06% +25 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,550 shares; 2020Q4: 2,550 shares; 2021Q1: 2,550 shares 2,550 $466K 0.06% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,500 shares; 2020Q4: 5,000 shares; 2021Q1: 6,421 shares 6,421 $462K 0.06% +1,421 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,830 shares; 2020Q4: 3,830 shares; 2021Q1: 3,825 shares 3,825 $443K 0.06% -5 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,825 shares; 2020Q4: 2,375 shares; 2021Q1: 2,330 shares 2,330 $439K 0.06% -45 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,775 shares; 2020Q4: 1,725 shares; 2021Q1: 1,650 shares 1,650 $435K 0.05% -75 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,940 shares; 2020Q4: 2,940 shares; 2021Q1: 2,940 shares 2,940 $432K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,300 shares; 2020Q4: 5,501 shares; 2021Q1: 5,502 shares 5,502 $416K 0.05% +1 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,045 shares; 2020Q4: 4,895 shares; 2021Q1: 4,838 shares 4,838 $413K 0.05% -57 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,549 shares; 2020Q4: 3,949 shares; 2021Q1: 3,749 shares 3,749 $409K 0.05% -200 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,821 shares; 2020Q4: 6,147 shares; 2021Q1: 6,753 shares 6,753 $395K 0.05% +606 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,859 shares; 2020Q4: 1,812 shares; 2021Q1: 1,765 shares 1,765 $391K 0.05% -47 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 13,460 shares; 2020Q4: 9,460 shares; 2021Q1: 9,125 shares 9,125 $382K 0.05% -335 DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,465 shares; 2020Q4: 2,325 shares; 2021Q1: 2,325 shares 2,325 $381K 0.05% 0 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,650 shares; 2020Q4: 1,650 shares; 2021Q1: 1,660 shares 1,660 $373K 0.05% +10 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,610 shares; 2020Q4: 1,610 shares; 2021Q1: 1,610 shares 1,610 $367K 0.05% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,212 shares; 2020Q4: 3,148 shares; 2021Q1: 3,106 shares 3,106 $366K 0.05% -42 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,235 shares; 2020Q4: 6,535 shares; 2021Q1: 6,235 shares 6,235 $362K 0.05% -300 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,837 shares; 2020Q4: 4,152 shares; 2021Q1: 4,252 shares 4,252 $359K 0.05% +100 Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 9,621 shares; 2020Q4: 8,460 shares; 2021Q1: 7,945 shares 7,945 $358K 0.04% -515 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,488 shares; 2020Q4: 2,430 shares; 2021Q1: 2,380 shares 2,380 $357K 0.04% -50 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 7,000 shares; 2020Q4: 7,000 shares; 2021Q1: 7,150 shares 7,150 $351K 0.04% +150 Timeline IYE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 20,329 shares; 2020Q4: 13,064 shares; 2021Q1: 13,139 shares 13,139 $344K 0.04% +75 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 942 shares 942 $343K 0.04% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,532 shares; 2020Q4: 8,037 shares; 2021Q1: 7,462 shares 7,462 $333K 0.04% -575 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,373 shares; 2020Q4: 8,640 shares; 2021Q1: 7,625 shares 7,625 $330K 0.04% -1,015 SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,650 shares; 2020Q4: 1,650 shares; 2021Q1: 1,650 shares 1,650 $329K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,620 shares; 2020Q4: 2,620 shares; 2021Q1: 2,620 shares 2,620 $328K 0.04% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,759 shares; 2020Q4: 6,239 shares; 2021Q1: 6,164 shares 6,164 $326K 0.04% -75 Timeline ISHARES GOLD TRUST ISHARES GOLD TRUST More: the full row for ISHARES GOLD TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 27,655 shares; 2020Q4: 22,255 shares; 2021Q1: 19,555 shares 19,555 $317K 0.04% -2,700 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 8,499 shares; 2020Q4: 8,499 shares; 2021Q1: 8,499 shares 8,499 $306K 0.04% 0 PNQI 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,305 shares; 2020Q4: 1,305 shares; 2021Q1: 1,300 shares 1,300 $299K 0.04% -5 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 780 shares; 2021Q1: 785 shares 785 $293K 0.04% +5 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 5,950 shares; 2020Q4: 4,650 shares; 2021Q1: 4,650 shares 4,650 $292K 0.04% 0 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,563 shares; 2021Q1: 1,563 shares 1,563 $289K 0.04% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,275 shares; 2021Q1: 1,306 shares 1,306 $288K 0.04% +31 Timeline REZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,980 shares; 2020Q4: 3,830 shares; 2021Q1: 3,830 shares 3,830 $283K 0.04% 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 967 shares; 2020Q4: 967 shares; 2021Q1: 967 shares 967 $281K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,000 shares; 2020Q4: 960 shares; 2021Q1: 1,145 shares 1,145 $273K 0.03% +185 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,200 shares; 2020Q4: 2,200 shares; 2021Q1: 2,320 shares 2,320 $266K 0.03% +120 Timeline JOHN HANCOCK FUNDAMENTAL LA… JOHN HANCOCK FUNDAMENTAL LARGE CA… More: the full row for JOHN HANCOCK FUNDAMENTAL LARGE CAP CORE FUND CL A M/F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,021 shares; 2020Q4: 4,021 shares; 2021Q1: 4,021 shares 4,021 $262K 0.03% 0 GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,700 shares; 2020Q4: 6,215 shares; 2021Q1: 6,015 shares 6,015 $261K 0.03% -200 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 6,767 shares; 2020Q4: 4,662 shares; 2021Q1: 4,583 shares 4,583 $261K 0.03% -79 Timeline SOJE SOUTHERN CO JR SUB NT SER 2020 More: the full row for SOUTHERN CO JR SUB NT SER 2020 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 9,940 shares; 2021Q1: 10,455 shares 10,455 $259K 0.03% +515 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 3,300 shares; 2020Q4: 3,300 shares; 2021Q1: 3,250 shares 3,250 $256K 0.03% -50 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,071 shares; 2020Q4: 1,071 shares; 2021Q1: 996 shares 996 $256K 0.03% -75 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,905 shares 1,905 $254K 0.03% new Timeline FIW 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 3,250 shares; 2021Q1: 3,250 shares 3,250 $254K 0.03% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 939 shares; 2020Q4: 944 shares; 2021Q1: 968 shares 968 $248K 0.03% +24 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,037 shares; 2021Q1: 1,096 shares 1,096 $242K 0.03% +59 Timeline SCHWAB CHARLES CORP NEW DP … SCHWAB CHARLES CORP NEW DP SHS More: the full row for SCHWAB CHARLES CORP NEW DP SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 8,115 shares; 2021Q1: 9,555 shares 9,555 $242K 0.03% +1,440 EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 4,042 shares; 2020Q4: 4,046 shares; 2021Q1: 4,048 shares 4,048 $241K 0.03% +2 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,341 shares; 2020Q4: 1,794 shares; 2021Q1: 1,794 shares 1,794 $241K 0.03% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 1,700 shares 1,700 $240K 0.03% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 1,700 shares 1,700 $235K 0.03% 0 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 5,725 shares; 2021Q1: 5,725 shares 5,725 $234K 0.03% 0 Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 22,700 shares; 2020Q4: 22,700 shares; 2021Q1: 22,700 shares 22,700 $233K 0.03% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 2,305 shares; 2020Q4: 2,105 shares; 2021Q1: 2,106 shares 2,106 $232K 0.03% +1 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 200 shares; 2021Q1: 200 shares 200 $231K 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,724 shares 1,724 $226K 0.03% new Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 4,000 shares; 2021Q1: 4,000 shares 4,000 $220K 0.03% 0 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: 6,005 shares; 2021Q1: 5,505 shares 5,505 $219K 0.03% -500 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,897 shares 2,897 $217K 0.03% new Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,261 shares 2,261 $214K 0.03% new 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 11,759 shares; 2020Q4: 11,807 shares; 2021Q1: 11,852 shares 11,852 $211K 0.03% +45 MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 1,755 shares; 2020Q4: 2,410 shares; 2021Q1: 2,310 shares 2,310 $205K 0.03% -100 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 14,876 shares; 2020Q4: 14,876 shares; 2021Q1: 14,876 shares 14,876 $205K 0.03% 0 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,280 shares 5,280 $202K 0.03% new Timeline 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; 2019Q2: restricted; 2019Q3: restricted; 2019Q4: restricted; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: 15,000 shares; 2020Q4: 15,000 shares; 2021Q1: 15,000 shares 15,000 $196K 0.02% 0