VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,906,430 shares; 2021Q3: 4,158,301 shares; 2021Q4: 4,242,076 shares; 2022Q1: 4,428,696 shares; 2022Q2: 4,601,856 shares; 2022Q3: 4,739,583 shares; 2022Q4: 4,719,232 shares; 2023Q1: 4,785,721 shares 4,785,721 $216M 9.1% +66,489 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 839,231 shares; 2021Q3: 1,475,488 shares; 2021Q4: 1,715,081 shares; 2022Q1: 2,152,908 shares; 2022Q2: 2,703,759 shares; 2022Q3: 3,395,478 shares; 2022Q4: 3,696,523 shares; 2023Q1: 4,151,665 shares 4,151,665 $119M 5.03% +455,142 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 740,394 shares; 2021Q3: 837,509 shares; 2021Q4: 794,084 shares; 2022Q1: 786,528 shares; 2022Q2: 785,681 shares; 2022Q3: 750,886 shares; 2022Q4: 737,286 shares; 2023Q1: 719,662 shares 719,662 $119M 5% -17,624 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 343,814 shares; 2021Q3: 362,454 shares; 2021Q4: 348,456 shares; 2022Q1: 344,473 shares; 2022Q2: 345,176 shares; 2022Q3: 346,988 shares; 2022Q4: 344,966 shares; 2023Q1: 343,166 shares 343,166 $98.9M 4.17% -1,800 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 117,866 shares; 2021Q3: 137,152 shares; 2021Q4: 142,554 shares; 2022Q1: 156,081 shares; 2022Q2: 167,842 shares; 2022Q3: 178,309 shares; 2022Q4: 188,001 shares; 2023Q1: 194,485 shares 194,485 $79.9M 3.37% +6,484 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; 2021Q2: 292,956 shares; 2021Q3: 289,232 shares; 2021Q4: 290,644 shares; 2022Q1: 295,362 shares; 2022Q2: 298,908 shares; 2022Q3: 297,317 shares; 2022Q4: 300,339 shares; 2023Q1: 304,978 shares 304,978 $61M 2.57% +4,639 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 128,743 shares; 2021Q3: 314,294 shares; 2021Q4: 343,770 shares; 2022Q1: 419,673 shares; 2022Q2: 497,858 shares; 2022Q3: 564,389 shares; 2022Q4: 604,108 shares; 2023Q1: 641,697 shares 641,697 $60.1M 2.53% +37,589 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; 2021Q2: 858,371 shares; 2021Q3: 842,675 shares; 2021Q4: 843,656 shares; 2022Q1: 855,495 shares; 2022Q2: 882,787 shares; 2022Q3: 902,980 shares; 2022Q4: 904,094 shares; 2023Q1: 901,957 shares 901,957 $47.1M 1.99% -2,137 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; 2021Q2: 70,582 shares; 2021Q3: 70,283 shares; 2021Q4: 70,124 shares; 2022Q1: 70,661 shares; 2022Q2: 71,377 shares; 2022Q3: 70,988 shares; 2022Q4: 70,293 shares; 2023Q1: 67,001 shares 67,001 $44.8M 1.89% -3,292 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; 2021Q2: 735,376 shares; 2021Q3: 846,913 shares; 2021Q4: 902,507 shares; 2022Q1: 968,016 shares; 2022Q2: 1,034,571 shares; 2022Q3: 1,075,975 shares; 2022Q4: 1,065,195 shares; 2023Q1: 1,105,260 shares 1,105,260 $44.7M 1.88% +40,065 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 138,381 shares; 2022Q1: 358,709 shares; 2022Q2: 471,926 shares; 2022Q3: 514,953 shares; 2022Q4: 729,937 shares; 2023Q1: 807,198 shares 807,198 $40.7M 1.71% +77,261 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 291,427 shares; 2021Q3: 295,444 shares; 2021Q4: 292,521 shares; 2022Q1: 286,404 shares; 2022Q2: 272,353 shares; 2022Q3: 254,058 shares; 2022Q4: 243,651 shares; 2023Q1: 234,871 shares 234,871 $37.4M 1.57% -8,780 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 43,691 shares; 2021Q3: 44,509 shares; 2021Q4: 44,907 shares; 2022Q1: 46,999 shares; 2022Q2: 49,628 shares; 2022Q3: 54,171 shares; 2022Q4: 57,085 shares; 2023Q1: 57,208 shares 57,208 $36.7M 1.55% +123 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 594,397 shares; 2021Q3: 604,693 shares; 2021Q4: 617,024 shares; 2022Q1: 651,738 shares; 2022Q2: 688,625 shares; 2022Q3: 810,713 shares; 2022Q4: 906,440 shares; 2023Q1: 943,019 shares 943,019 $35.1M 1.48% +36,579 GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,895 shares; 2021Q3: 14,596 shares; 2021Q4: 14,680 shares; 2022Q1: 15,099 shares; 2022Q2: 15,314 shares; 2022Q3: 315,776 shares; 2022Q4: 322,060 shares; 2023Q1: 326,602 shares 326,602 $34M 1.43% +4,542 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 148,890 shares; 2021Q3: 143,841 shares; 2021Q4: 143,268 shares; 2022Q1: 148,423 shares; 2022Q2: 150,671 shares; 2022Q3: 145,620 shares; 2022Q4: 142,184 shares; 2023Q1: 140,418 shares 140,418 $33.9M 1.43% -1,766 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; 2021Q2: 316,401 shares; 2021Q3: 310,086 shares; 2021Q4: 306,923 shares; 2022Q1: 304,959 shares; 2022Q2: 297,689 shares; 2022Q3: 271,104 shares; 2022Q4: 257,374 shares; 2023Q1: 248,975 shares 248,975 $32.4M 1.37% -8,399 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; 2021Q2: 413,411 shares; 2021Q3: 381,647 shares; 2021Q4: 377,173 shares; 2022Q1: 703,419 shares; 2022Q2: 641,059 shares; 2022Q3: 621,842 shares; 2022Q4: 634,418 shares; 2023Q1: 622,584 shares 622,584 $30.1M 1.27% -11,834 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 344,271 shares; 2021Q3: 365,598 shares; 2021Q4: 372,353 shares; 2022Q1: 389,518 shares; 2022Q2: 405,005 shares; 2022Q3: 414,487 shares; 2022Q4: 439,387 shares; 2023Q1: 465,413 shares 465,413 $29.7M 1.25% +26,026 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 174,321 shares; 2021Q3: 177,416 shares; 2021Q4: 179,484 shares; 2022Q1: 185,424 shares; 2022Q2: 186,552 shares; 2022Q3: 189,598 shares; 2022Q4: 191,515 shares; 2023Q1: 190,325 shares 190,325 $29.5M 1.24% -1,190 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 129,432 shares; 2021Q3: 145,192 shares; 2021Q4: 149,308 shares; 2022Q1: 162,871 shares; 2022Q2: 167,951 shares; 2022Q3: 171,114 shares; 2022Q4: 194,792 shares; 2023Q1: 189,068 shares 189,068 $28.8M 1.21% -5,724 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 159,467 shares; 2021Q3: 166,877 shares; 2021Q4: 166,635 shares; 2022Q1: 166,179 shares; 2022Q2: 167,124 shares; 2022Q3: 159,528 shares; 2022Q4: 156,056 shares; 2023Q1: 150,842 shares 150,842 $27.5M 1.16% -5,214 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 30,864 shares; 2021Q3: 48,248 shares; 2021Q4: 52,598 shares; 2022Q1: 67,405 shares; 2022Q2: 81,096 shares; 2022Q3: 243,300 shares; 2022Q4: 365,034 shares; 2023Q1: 359,767 shares 359,767 $27.4M 1.15% -5,267 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; 2021Q2: 153,278 shares; 2021Q3: 150,394 shares; 2021Q4: 149,929 shares; 2022Q1: 148,313 shares; 2022Q2: 148,338 shares; 2022Q3: 142,315 shares; 2022Q4: 140,054 shares; 2023Q1: 136,501 shares 136,501 $26.5M 1.12% -3,553 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 133,741 shares; 2021Q3: 131,990 shares; 2021Q4: 130,274 shares; 2022Q1: 127,048 shares; 2022Q2: 124,300 shares; 2022Q3: 121,111 shares; 2022Q4: 118,882 shares; 2023Q1: 116,041 shares 116,041 $26.2M 1.1% -2,841 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; 2021Q2: 278,581 shares; 2021Q3: 275,721 shares; 2021Q4: 272,656 shares; 2022Q1: 280,172 shares; 2022Q2: 290,859 shares; 2022Q3: 306,434 shares; 2022Q4: 313,585 shares; 2023Q1: 296,778 shares 296,778 $25.9M 1.09% -16,807 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; 2021Q2: 90,672 shares; 2021Q3: 93,268 shares; 2021Q4: 92,517 shares; 2022Q1: 91,438 shares; 2022Q2: 86,713 shares; 2022Q3: 80,378 shares; 2022Q4: 76,972 shares; 2023Q1: 72,956 shares 72,956 $25.1M 1.06% -4,016 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 211,581 shares; 2021Q3: 207,648 shares; 2021Q4: 206,760 shares; 2022Q1: 207,797 shares; 2022Q2: 206,521 shares; 2022Q3: 204,162 shares; 2022Q4: 252,629 shares; 2023Q1: 268,736 shares 268,736 $25M 1.05% +16,107 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 161,566 shares; 2021Q3: 155,294 shares; 2021Q4: 154,386 shares; 2022Q1: 155,098 shares; 2022Q2: 154,270 shares; 2022Q3: 150,497 shares; 2022Q4: 147,654 shares; 2023Q1: 145,188 shares 145,188 $24M 1.01% -2,466 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 514,367 shares; 2021Q3: 449,204 shares; 2021Q4: 433,567 shares; 2022Q1: 407,941 shares; 2022Q2: 389,394 shares; 2022Q3: 375,270 shares; 2022Q4: 364,855 shares; 2023Q1: 352,206 shares 352,206 $23.9M 1.01% -12,649 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; 2021Q2: 66,316 shares; 2021Q3: 88,575 shares; 2021Q4: 93,936 shares; 2022Q1: 96,518 shares; 2022Q2: 103,792 shares; 2022Q3: 111,659 shares; 2022Q4: 130,694 shares; 2023Q1: 141,807 shares 141,807 $21.1M 0.89% +11,113 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 204,617 shares; 2021Q3: 191,025 shares; 2021Q4: 183,550 shares; 2022Q1: 350,930 shares; 2022Q2: 336,871 shares; 2022Q3: 320,643 shares; 2022Q4: 312,308 shares; 2023Q1: 300,439 shares 300,439 $19.6M 0.82% -11,869 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; 2021Q2: 99,995 shares; 2021Q3: 101,818 shares; 2021Q4: 101,129 shares; 2022Q1: 99,046 shares; 2022Q2: 97,755 shares; 2022Q3: 92,030 shares; 2022Q4: 89,234 shares; 2023Q1: 87,925 shares 87,925 $19.6M 0.82% -1,309 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,915 shares; 2021Q3: 63,615 shares; 2021Q4: 142,439 shares; 2022Q1: 139,835 shares; 2022Q2: 301,165 shares; 2022Q3: 440,392 shares; 2022Q4: 407,068 shares; 2023Q1: 398,321 shares 398,321 $19.5M 0.82% -8,747 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 122,813 shares; 2021Q3: 105,750 shares; 2021Q4: 103,843 shares; 2022Q1: 98,472 shares; 2022Q2: 93,822 shares; 2022Q3: 83,971 shares; 2022Q4: 79,478 shares; 2023Q1: 75,604 shares 75,604 $18.9M 0.8% -3,874 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 152,276 shares; 2021Q3: 147,292 shares; 2021Q4: 145,592 shares; 2022Q1: 142,214 shares; 2022Q2: 137,068 shares; 2022Q3: 132,340 shares; 2022Q4: 129,506 shares; 2023Q1: 136,634 shares 136,634 $17.4M 0.73% +7,128 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 35,921 shares; 2021Q3: 46,057 shares; 2021Q4: 53,377 shares; 2022Q1: 71,955 shares; 2022Q2: 85,666 shares; 2022Q3: 212,564 shares; 2022Q4: 327,379 shares; 2023Q1: 320,312 shares 320,312 $17.2M 0.72% -7,067 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; 2021Q2: 61,325 shares; 2021Q3: 60,609 shares; 2021Q4: 59,612 shares; 2022Q1: 58,982 shares; 2022Q2: 59,269 shares; 2022Q3: 57,645 shares; 2022Q4: 56,844 shares; 2023Q1: 55,868 shares 55,868 $16.5M 0.69% -976 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,212 shares; 2021Q3: 58,735 shares; 2021Q4: 65,428 shares; 2022Q1: 82,931 shares; 2022Q2: 92,998 shares; 2022Q3: 111,550 shares; 2022Q4: 131,550 shares; 2023Q1: 133,344 shares 133,344 $16.1M 0.68% +1,794 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 108,677 shares; 2021Q3: 107,195 shares; 2021Q4: 106,449 shares; 2022Q1: 105,317 shares; 2022Q2: 105,380 shares; 2022Q3: 104,508 shares; 2022Q4: 103,316 shares; 2023Q1: 101,410 shares 101,410 $15.4M 0.65% -1,906 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 62,667 shares; 2021Q3: 76,429 shares; 2021Q4: 80,043 shares; 2022Q1: 93,113 shares; 2022Q2: 113,476 shares; 2022Q3: 126,765 shares; 2022Q4: 122,645 shares; 2023Q1: 126,119 shares 126,119 $15.3M 0.65% +3,474 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 43,195 shares; 2021Q3: 43,325 shares; 2021Q4: 45,597 shares; 2022Q1: 49,855 shares; 2022Q2: 53,282 shares; 2022Q3: 90,228 shares; 2022Q4: 220,326 shares; 2023Q1: 226,752 shares 226,752 $15.2M 0.64% +6,426 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; 2021Q2: 11,586 shares; 2021Q3: 20,532 shares; 2021Q4: 20,814 shares; 2022Q1: 23,870 shares; 2022Q2: 26,802 shares; 2022Q3: 29,581 shares; 2022Q4: 30,692 shares; 2023Q1: 31,448 shares 31,448 $14.9M 0.63% +756 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; 2021Q2: 19,745 shares; 2021Q3: 19,588 shares; 2021Q4: 20,944 shares; 2022Q1: 23,297 shares; 2022Q2: 25,594 shares; 2022Q3: 28,878 shares; 2022Q4: 29,685 shares; 2023Q1: 31,451 shares 31,451 $14.9M 0.63% +1,766 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 278,046 shares; 2021Q3: 274,785 shares; 2021Q4: 270,863 shares; 2022Q1: 266,729 shares; 2022Q2: 198,275 shares; 2022Q3: 169,551 shares; 2022Q4: 151,819 shares; 2023Q1: 140,960 shares 140,960 $14.7M 0.62% -10,859 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 155,887 shares; 2021Q3: 171,210 shares; 2021Q4: 177,999 shares; 2022Q1: 183,420 shares; 2022Q2: 194,767 shares; 2022Q3: 213,925 shares; 2022Q4: 226,022 shares; 2023Q1: 240,396 shares 240,396 $14.4M 0.61% +14,374 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,842 shares; 2021Q3: 5,842 shares; 2021Q4: 43,122 shares; 2022Q1: 6,598 shares; 2022Q2: 29,475 shares; 2022Q3: 110,043 shares; 2022Q4: 128,120 shares; 2023Q1: 123,620 shares 123,620 $13.3M 0.56% -4,500 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 53,794 shares; 2021Q3: 63,926 shares; 2021Q4: 71,004 shares; 2022Q1: 83,248 shares; 2022Q2: 86,187 shares; 2022Q3: 82,472 shares; 2022Q4: 80,493 shares; 2023Q1: 81,583 shares 81,583 $13M 0.55% +1,090 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; 2021Q2: 72,821 shares; 2021Q3: 115,097 shares; 2021Q4: 121,494 shares; 2022Q1: 163,940 shares; 2022Q2: 177,529 shares; 2022Q3: 205,851 shares; 2022Q4: 209,943 shares; 2023Q1: 187,426 shares 187,426 $13M 0.55% -22,517 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 49,093 shares; 2021Q3: 48,482 shares; 2021Q4: 47,896 shares; 2022Q1: 47,862 shares; 2022Q2: 46,665 shares; 2022Q3: 45,546 shares; 2022Q4: 44,760 shares; 2023Q1: 42,979 shares 42,979 $12.3M 0.52% -1,781 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 137,809 shares; 2021Q3: 150,231 shares; 2021Q4: 152,136 shares; 2022Q1: 169,812 shares; 2022Q2: 164,417 shares; 2022Q3: 170,994 shares; 2022Q4: 169,044 shares; 2023Q1: 169,804 shares 169,804 $12.2M 0.51% +760 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 80,824 shares; 2021Q3: 81,091 shares; 2021Q4: 81,430 shares; 2022Q1: 81,528 shares; 2022Q2: 82,170 shares; 2022Q3: 81,396 shares; 2022Q4: 84,385 shares; 2023Q1: 114,024 shares 114,024 $11.5M 0.49% +29,639 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; 2021Q2: 546,558 shares; 2021Q3: 592,271 shares; 2021Q4: 583,845 shares; 2022Q1: 597,895 shares; 2022Q2: 626,904 shares; 2022Q3: 483,526 shares; 2022Q4: 347,597 shares; 2023Q1: 303,112 shares 303,112 $11.5M 0.48% -44,485 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; 2021Q2: 53,251 shares; 2021Q3: 74,976 shares; 2021Q4: 87,385 shares; 2022Q1: 112,016 shares; 2022Q2: 131,505 shares; 2022Q3: 147,886 shares; 2022Q4: 170,148 shares; 2023Q1: 175,552 shares 175,552 $10.9M 0.46% +5,404 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 13,247 shares; 2021Q4: 16,218 shares; 2022Q1: 28,349 shares; 2022Q2: 48,808 shares; 2022Q3: 62,806 shares; 2022Q4: 73,608 shares; 2023Q1: 85,431 shares 85,431 $10.4M 0.44% +11,823 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 7,212 shares; 2021Q4: 9,015 shares; 2022Q1: 18,655 shares; 2022Q2: 51,290 shares; 2022Q3: 105,060 shares; 2022Q4: 125,722 shares; 2023Q1: 128,614 shares 128,614 $10.3M 0.43% +2,892 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; 2021Q2: 20,707 shares; 2021Q3: 140,204 shares; 2021Q4: 146,020 shares; 2022Q1: 160,360 shares; 2022Q2: 171,842 shares; 2022Q3: 171,169 shares; 2022Q4: 154,580 shares; 2023Q1: 135,802 shares 135,802 $10.2M 0.43% -18,778 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; 2021Q2: 3,322 shares; 2021Q3: 3,897 shares; 2021Q4: 3,967 shares; 2022Q1: 4,166 shares; 2022Q2: 90,031 shares; 2022Q3: 94,369 shares; 2022Q4: 93,197 shares; 2023Q1: 98,740 shares 98,740 $10.2M 0.43% +5,543 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; 2021Q2: 20,885 shares; 2021Q3: 20,839 shares; 2021Q4: 20,846 shares; 2022Q1: 20,854 shares; 2022Q2: 21,132 shares; 2022Q3: 20,631 shares; 2022Q4: 20,998 shares; 2023Q1: 21,426 shares 21,426 $9.85M 0.41% +428 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; 2021Q2: 112,257 shares; 2021Q3: 111,131 shares; 2021Q4: 110,050 shares; 2022Q1: 108,060 shares; 2022Q2: 104,633 shares; 2022Q3: 103,175 shares; 2022Q4: 101,745 shares; 2023Q1: 98,052 shares 98,052 $9.82M 0.41% -3,693 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 29,123 shares; 2021Q3: 45,449 shares; 2021Q4: 53,176 shares; 2022Q1: 71,953 shares; 2022Q2: 81,946 shares; 2022Q3: 89,084 shares; 2022Q4: 96,296 shares; 2023Q1: 100,050 shares 100,050 $9.67M 0.41% +3,754 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; 2021Q2: 320,693 shares; 2021Q3: 322,273 shares; 2021Q4: 293,772 shares; 2022Q1: 296,612 shares; 2022Q2: 274,796 shares; 2022Q3: 252,594 shares; 2022Q4: 186,456 shares; 2023Q1: 186,149 shares 186,149 $9.67M 0.41% -307 SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 8,258 shares; 2022Q2: 24,065 shares; 2022Q3: 29,553 shares; 2022Q4: 63,701 shares; 2023Q1: 74,585 shares 74,585 $8.8M 0.37% +10,884 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 36,251 shares; 2022Q2: 66,128 shares; 2022Q3: 117,825 shares; 2022Q4: 136,897 shares; 2023Q1: 150,733 shares 150,733 $8.75M 0.37% +13,836 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 51,120 shares; 2021Q3: 47,697 shares; 2021Q4: 47,177 shares; 2022Q1: 46,223 shares; 2022Q2: 45,409 shares; 2022Q3: 54,814 shares; 2022Q4: 164,688 shares; 2023Q1: 159,844 shares 159,844 $8.72M 0.37% -4,844 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; 2021Q2: 127,850 shares; 2021Q3: 117,715 shares; 2021Q4: 117,494 shares; 2022Q1: 121,088 shares; 2022Q2: 140,184 shares; 2022Q3: 150,838 shares; 2022Q4: 156,404 shares; 2023Q1: 164,267 shares 164,267 $8.6M 0.36% +7,863 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; 2021Q2: 2,948 shares; 2021Q3: 7,830 shares; 2021Q4: 8,938 shares; 2022Q1: 14,343 shares; 2022Q2: 19,706 shares; 2022Q3: 24,711 shares; 2022Q4: 19,373 shares; 2023Q1: 16,009 shares 16,009 $8.49M 0.36% -3,364 WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 192,724 shares; 2021Q3: 70,067 shares; 2021Q4: 69,106 shares; 2022Q1: 66,548 shares; 2022Q2: 65,679 shares; 2022Q3: 62,451 shares; 2022Q4: 60,208 shares; 2023Q1: 57,451 shares 57,451 $8.47M 0.36% -2,757 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,670 shares; 2021Q3: 12,042 shares; 2021Q4: 16,151 shares; 2022Q1: 24,239 shares; 2022Q2: 28,280 shares; 2022Q3: 32,158 shares; 2022Q4: 33,071 shares; 2023Q1: 35,963 shares 35,963 $8.22M 0.35% +2,892 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 6,846 shares; 2021Q3: 7,824 shares; 2021Q4: 8,078 shares; 2022Q1: 8,734 shares; 2022Q2: 9,109 shares; 2022Q3: 9,492 shares; 2022Q4: 9,907 shares; 2023Q1: 9,928 shares 9,928 $8.16M 0.34% +21 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 146,805 shares; 2021Q3: 159,134 shares; 2021Q4: 155,756 shares; 2022Q1: 121,589 shares; 2022Q2: 104,727 shares; 2022Q3: 93,797 shares; 2022Q4: 89,628 shares; 2023Q1: 87,041 shares 87,041 $8.09M 0.34% -2,587 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; 2021Q2: 7,701 shares; 2021Q3: 7,648 shares; 2021Q4: 7,648 shares; 2022Q1: 8,482 shares; 2022Q2: 9,255 shares; 2022Q3: 17,926 shares; 2022Q4: 18,534 shares; 2023Q1: 18,181 shares 18,181 $7.44M 0.31% -353 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,148 shares; 2021Q3: 6,452 shares; 2021Q4: 6,217 shares; 2022Q1: 12,443 shares; 2022Q2: 12,791 shares; 2022Q3: 20,322 shares; 2022Q4: 22,458 shares; 2023Q1: 22,584 shares 22,584 $7.12M 0.3% +126 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 52,812 shares; 2021Q3: 52,203 shares; 2021Q4: 51,763 shares; 2022Q1: 58,228 shares; 2022Q2: 93,335 shares; 2022Q3: 115,301 shares; 2022Q4: 125,832 shares; 2023Q1: 119,656 shares 119,656 $6.89M 0.29% -6,176 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 164,789 shares; 2021Q3: 128,982 shares; 2021Q4: 121,343 shares; 2022Q1: 114,842 shares; 2022Q2: 109,588 shares; 2022Q3: 101,305 shares; 2022Q4: 95,559 shares; 2023Q1: 92,956 shares 92,956 $6.86M 0.29% -2,603 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 20,033 shares; 2022Q1: 90,693 shares; 2022Q2: 159,976 shares; 2022Q3: 278,976 shares; 2022Q4: 285,514 shares; 2023Q1: 283,351 shares 283,351 $6.82M 0.29% -2,163 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 35,739 shares; 2021Q3: 122,152 shares; 2021Q4: 152,802 shares; 2022Q1: 237,214 shares; 2022Q2: 363,326 shares; 2022Q3: 478,428 shares; 2022Q4: 524,294 shares; 2023Q1: 589,986 shares 589,986 $6.61M 0.28% +65,692 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 88,300 shares; 2021Q3: 94,693 shares; 2021Q4: 93,946 shares; 2022Q1: 94,935 shares; 2022Q2: 99,571 shares; 2022Q3: 107,591 shares; 2022Q4: 101,532 shares; 2023Q1: 90,772 shares 90,772 $6.23M 0.26% -10,760 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 6,952 shares; 2021Q3: 7,437 shares; 2021Q4: 8,067 shares; 2022Q1: 9,694 shares; 2022Q2: 10,726 shares; 2022Q3: 13,200 shares; 2022Q4: 15,985 shares; 2023Q1: 16,092 shares 16,092 $6.2M 0.26% +107 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 67,551 shares; 2022Q4: 53,946 shares; 2023Q1: 51,423 shares 51,423 $6.04M 0.25% -2,523 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 25,480 shares; 2023Q1: 62,494 shares 62,494 $5.92M 0.25% +37,014 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 120,334 shares; 2021Q3: 98,149 shares; 2021Q4: 96,296 shares; 2022Q1: 92,911 shares; 2022Q2: 80,126 shares; 2022Q3: 77,604 shares; 2022Q4: 76,342 shares; 2023Q1: 75,297 shares 75,297 $5.82M 0.24% -1,045 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; 2021Q2: 385,594 shares; 2021Q3: 363,993 shares; 2021Q4: 359,372 shares; 2022Q1: 341,165 shares; 2022Q2: 277,959 shares; 2022Q3: 159,006 shares; 2022Q4: 143,960 shares; 2023Q1: 77,806 shares 77,806 $5.78M 0.24% -66,154 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 42,842 shares; 2021Q4: 56,999 shares; 2022Q1: 109,344 shares; 2022Q2: 130,731 shares; 2022Q3: 151,588 shares; 2022Q4: 156,181 shares; 2023Q1: 169,569 shares 169,569 $5.76M 0.24% +13,388 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; 2021Q2: 47,480 shares; 2021Q3: 48,743 shares; 2021Q4: 50,989 shares; 2022Q1: 71,667 shares; 2022Q2: 67,390 shares; 2022Q3: 70,020 shares; 2022Q4: 72,818 shares; 2023Q1: 75,347 shares 75,347 $5.72M 0.24% +2,529 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,916 shares; 2022Q1: 9,109 shares; 2022Q2: 27,604 shares; 2022Q3: 37,865 shares; 2022Q4: 47,945 shares; 2023Q1: 54,707 shares 54,707 $5.71M 0.24% +6,762 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 32,086 shares; 2021Q3: 31,864 shares; 2021Q4: 32,847 shares; 2022Q1: 41,442 shares; 2022Q2: 47,316 shares; 2022Q3: 51,171 shares; 2022Q4: 56,906 shares; 2023Q1: 62,359 shares 62,359 $5.64M 0.24% +5,453 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,859 shares; 2022Q4: 7,420 shares; 2023Q1: 8,121 shares 8,121 $5.53M 0.23% +701 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 27,953 shares; 2021Q3: 28,494 shares; 2021Q4: 28,463 shares; 2022Q1: 28,265 shares; 2022Q2: 27,673 shares; 2022Q3: 26,853 shares; 2022Q4: 29,410 shares; 2023Q1: 30,934 shares 30,934 $5.52M 0.23% +1,524 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,805 shares; 2021Q3: 2,759 shares; 2021Q4: 2,776 shares; 2022Q1: 2,752 shares; 2022Q2: 2,660 shares; 2022Q3: 53,130 shares; 2022Q4: 53,260 shares; 2023Q1: 52,570 shares 52,570 $5.45M 0.23% -690 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; 2021Q2: 12,840 shares; 2021Q3: 14,790 shares; 2021Q4: 14,764 shares; 2022Q1: 16,460 shares; 2022Q2: 16,739 shares; 2022Q3: 16,917 shares; 2022Q4: 16,613 shares; 2023Q1: 17,654 shares 17,654 $5.45M 0.23% +1,041 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 87,564 shares; 2021Q3: 57,046 shares; 2021Q4: 63,414 shares; 2022Q1: 54,824 shares; 2022Q2: 52,202 shares; 2022Q3: 53,521 shares; 2022Q4: 53,682 shares; 2023Q1: 51,431 shares 51,431 $5.43M 0.23% -2,251 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 42,342 shares; 2022Q2: 60,542 shares; 2022Q3: 81,500 shares; 2022Q4: 95,185 shares; 2023Q1: 98,344 shares 98,344 $5.26M 0.22% +3,159 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 151,052 shares; 2021Q3: 143,868 shares; 2021Q4: 141,285 shares; 2022Q1: 135,276 shares; 2022Q2: 123,865 shares; 2022Q3: 120,382 shares; 2022Q4: 110,285 shares; 2023Q1: 108,413 shares 108,413 $5.22M 0.22% -1,872 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 77,818 shares; 2021Q3: 77,333 shares; 2021Q4: 73,810 shares; 2022Q1: 87,650 shares; 2022Q2: 80,716 shares; 2022Q3: 73,795 shares; 2022Q4: 71,772 shares; 2023Q1: 144,629 shares 144,629 $4.93M 0.21% +72,857 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15,895 shares; 2021Q3: 15,017 shares; 2021Q4: 14,561 shares; 2022Q1: 14,305 shares; 2022Q2: 13,805 shares; 2022Q3: 13,259 shares; 2022Q4: 13,114 shares; 2023Q1: 19,730 shares 19,730 $4.8M 0.2% +6,616 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,781 shares; 2021Q3: 7,913 shares; 2021Q4: 7,759 shares; 2022Q1: 7,461 shares; 2022Q2: 36,040 shares; 2022Q3: 33,341 shares; 2022Q4: 64,930 shares; 2023Q1: 71,780 shares 71,780 $4.77M 0.2% +6,850 Timeline VCEB VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,721 shares; 2022Q1: 23,335 shares; 2022Q2: 35,551 shares; 2022Q3: 74,972 shares; 2022Q4: 73,345 shares; 2023Q1: 75,446 shares 75,446 $4.73M 0.2% +2,101 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 22,284 shares; 2021Q3: 22,326 shares; 2021Q4: 21,943 shares; 2022Q1: 21,411 shares; 2022Q2: 23,647 shares; 2022Q3: 22,551 shares; 2022Q4: 22,885 shares; 2023Q1: 22,426 shares 22,426 $4.58M 0.19% -459 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 393 shares; 2021Q3: 393 shares; 2021Q4: 368 shares; 2022Q1: not reported; 2022Q2: 1,450 shares; 2022Q3: 7,041 shares; 2022Q4: 8,191 shares; 2023Q1: 13,634 shares 13,634 $4.56M 0.19% +5,443 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 85,318 shares; 2021Q3: 85,667 shares; 2021Q4: 83,031 shares; 2022Q1: 76,429 shares; 2022Q2: 66,976 shares; 2022Q3: 62,902 shares; 2022Q4: 69,044 shares; 2023Q1: 70,087 shares 70,087 $4.16M 0.18% +1,043 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 136,384 shares; 2021Q3: 125,297 shares; 2021Q4: 123,245 shares; 2022Q1: 112,182 shares; 2022Q2: 98,271 shares; 2022Q3: 94,484 shares; 2022Q4: 94,227 shares; 2023Q1: 93,915 shares 93,915 $3.85M 0.16% -312 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 43,980 shares; 2021Q3: 53,688 shares; 2021Q4: 58,213 shares; 2022Q1: 75,582 shares; 2022Q2: 79,552 shares; 2022Q3: 106,206 shares; 2022Q4: 111,915 shares; 2023Q1: 117,770 shares 117,770 $3.71M 0.16% +5,855 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 52,903 shares; 2021Q3: 51,393 shares; 2021Q4: 51,339 shares; 2022Q1: 52,496 shares; 2022Q2: 49,745 shares; 2022Q3: 49,330 shares; 2022Q4: 50,465 shares; 2023Q1: 52,570 shares 52,570 $3.68M 0.15% +2,105 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 11,423 shares; 2021Q4: 20,019 shares; 2022Q1: 33,205 shares; 2022Q2: 53,238 shares; 2022Q3: 70,963 shares; 2022Q4: 87,105 shares; 2023Q1: 112,964 shares 112,964 $3.59M 0.15% +25,859 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 35,764 shares; 2021Q3: 24,991 shares; 2021Q4: 21,053 shares; 2022Q1: 21,911 shares; 2022Q2: 22,279 shares; 2022Q3: 20,569 shares; 2022Q4: 21,270 shares; 2023Q1: 21,596 shares 21,596 $3.52M 0.15% +326 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 72,024 shares; 2021Q3: 71,619 shares; 2021Q4: 64,469 shares; 2022Q1: 66,167 shares; 2022Q2: 65,941 shares; 2022Q3: 65,131 shares; 2022Q4: 62,861 shares; 2023Q1: 52,842 shares 52,842 $3.41M 0.14% -10,019 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,291 shares; 2021Q3: 46,180 shares; 2021Q4: 56,716 shares; 2022Q1: 78,170 shares; 2022Q2: 119,581 shares; 2022Q3: 112,294 shares; 2022Q4: 83,954 shares; 2023Q1: 64,225 shares 64,225 $3.37M 0.14% -19,729 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 34,398 shares; 2021Q3: 33,576 shares; 2021Q4: 33,565 shares; 2022Q1: 33,439 shares; 2022Q2: 33,041 shares; 2022Q3: 32,903 shares; 2022Q4: 32,772 shares; 2023Q1: 31,627 shares 31,627 $3.36M 0.14% -1,145 Timeline IUSG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 47,118 shares; 2021Q3: 44,486 shares; 2021Q4: 44,049 shares; 2022Q1: 43,059 shares; 2022Q2: 42,735 shares; 2022Q3: 41,674 shares; 2022Q4: 38,263 shares; 2023Q1: 37,316 shares 37,316 $3.31M 0.14% -947 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 42,236 shares; 2021Q3: 41,781 shares; 2021Q4: 41,615 shares; 2022Q1: 41,326 shares; 2022Q2: 40,265 shares; 2022Q3: 40,135 shares; 2022Q4: 39,733 shares; 2023Q1: 35,856 shares 35,856 $3.26M 0.14% -3,877 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 16,533 shares; 2022Q2: 26,111 shares; 2022Q3: 37,115 shares; 2022Q4: 32,401 shares; 2023Q1: 30,781 shares 30,781 $3.24M 0.14% -1,620 Timeline SPMD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 112,634 shares; 2021Q3: 100,143 shares; 2021Q4: 97,030 shares; 2022Q1: 90,822 shares; 2022Q2: 85,287 shares; 2022Q3: 79,995 shares; 2022Q4: 74,257 shares; 2023Q1: 71,316 shares 71,316 $3.13M 0.13% -2,941 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 65,689 shares; 2021Q3: 36,509 shares; 2021Q4: 36,175 shares; 2022Q1: 34,594 shares; 2022Q2: 34,008 shares; 2022Q3: 32,133 shares; 2022Q4: 32,117 shares; 2023Q1: 31,485 shares 31,485 $3.08M 0.13% -632 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 207,027 shares; 2021Q3: 204,804 shares; 2021Q4: 203,632 shares; 2022Q1: 188,209 shares; 2022Q2: 185,164 shares; 2022Q3: 182,006 shares; 2022Q4: 177,376 shares; 2023Q1: 173,552 shares 173,552 $3.03M 0.13% -3,824 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; 2021Q2: 13,774 shares; 2021Q3: 12,714 shares; 2021Q4: 12,605 shares; 2022Q1: 12,593 shares; 2022Q2: 12,610 shares; 2022Q3: 12,449 shares; 2022Q4: 12,386 shares; 2023Q1: 12,279 shares 12,279 $3.03M 0.13% -107 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 42,162 shares; 2021Q3: 39,649 shares; 2021Q4: 39,398 shares; 2022Q1: 76,537 shares; 2022Q2: 74,385 shares; 2022Q3: 72,155 shares; 2022Q4: 73,261 shares; 2023Q1: 71,903 shares 71,903 $3.01M 0.13% -1,358 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 82,440 shares; 2021Q3: 85,802 shares; 2021Q4: 88,123 shares; 2022Q1: 78,155 shares; 2022Q2: 59,446 shares; 2022Q3: 42,521 shares; 2022Q4: 29,884 shares; 2023Q1: 27,482 shares 27,482 $2.89M 0.12% -2,402 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; 2021Q2: 18,851 shares; 2021Q3: 17,152 shares; 2021Q4: 17,152 shares; 2022Q1: 21,603 shares; 2022Q2: 20,472 shares; 2022Q3: 20,128 shares; 2022Q4: 20,428 shares; 2023Q1: 29,774 shares 29,774 $2.87M 0.12% +9,346 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; 2021Q2: 35,583 shares; 2021Q3: 27,463 shares; 2021Q4: 27,411 shares; 2022Q1: 27,763 shares; 2022Q2: 29,521 shares; 2022Q3: 27,582 shares; 2022Q4: 27,527 shares; 2023Q1: 26,073 shares 26,073 $2.86M 0.12% -1,454 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; 2021Q2: 35,687 shares; 2021Q3: 36,059 shares; 2021Q4: 36,059 shares; 2022Q1: 38,984 shares; 2022Q2: 40,711 shares; 2022Q3: 40,661 shares; 2022Q4: 35,219 shares; 2023Q1: 34,859 shares 34,859 $2.69M 0.11% -360 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; 2021Q2: 80,686 shares; 2021Q3: 67,522 shares; 2021Q4: 62,495 shares; 2022Q1: 53,524 shares; 2022Q2: 48,826 shares; 2022Q3: 44,344 shares; 2022Q4: 42,228 shares; 2023Q1: 38,049 shares 38,049 $2.58M 0.11% -4,179 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; 2021Q2: 27,738 shares; 2021Q3: 27,572 shares; 2021Q4: 27,982 shares; 2022Q1: 29,501 shares; 2022Q2: 30,223 shares; 2022Q3: 29,815 shares; 2022Q4: 29,867 shares; 2023Q1: 29,526 shares 29,526 $2.47M 0.1% -341 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 56,463 shares; 2021Q3: 51,635 shares; 2021Q4: 50,044 shares; 2022Q1: 49,631 shares; 2022Q2: 48,353 shares; 2022Q3: 47,046 shares; 2022Q4: 44,811 shares; 2023Q1: 43,060 shares 43,060 $2.38M 0.1% -1,751 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; 2021Q2: 7,730 shares; 2021Q3: 7,628 shares; 2021Q4: 6,911 shares; 2022Q1: 6,769 shares; 2022Q2: 6,550 shares; 2022Q3: 6,290 shares; 2022Q4: 6,276 shares; 2023Q1: 5,942 shares 5,942 $2.29M 0.1% -334 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; 2021Q2: 2,315 shares; 2021Q3: 2,375 shares; 2021Q4: 2,375 shares; 2022Q1: 9,675 shares; 2022Q2: 9,675 shares; 2022Q3: 10,651 shares; 2022Q4: 11,018 shares; 2023Q1: 10,778 shares 10,778 $2.28M 0.1% -240 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 58,199 shares; 2021Q3: 56,600 shares; 2021Q4: 56,386 shares; 2022Q1: 55,693 shares; 2022Q2: 54,337 shares; 2022Q3: 56,945 shares; 2022Q4: 55,604 shares; 2023Q1: 54,869 shares 54,869 $2.17M 0.09% -735 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,762 shares; 2021Q3: 9,686 shares; 2021Q4: 9,685 shares; 2022Q1: 9,685 shares; 2022Q2: 9,682 shares; 2022Q3: 9,617 shares; 2022Q4: 9,437 shares; 2023Q1: 9,517 shares 9,517 $2.16M 0.09% +80 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,994 shares; 2021Q3: 8,946 shares; 2021Q4: 8,926 shares; 2022Q1: 21,317 shares; 2022Q2: 21,276 shares; 2022Q3: 21,743 shares; 2022Q4: 21,736 shares; 2023Q1: 21,696 shares 21,696 $2.07M 0.09% -40 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 6,167 shares; 2021Q3: 6,123 shares; 2021Q4: 6,123 shares; 2022Q1: 6,096 shares; 2022Q2: 5,920 shares; 2022Q3: 5,706 shares; 2022Q4: 5,672 shares; 2023Q1: 5,022 shares 5,022 $2.07M 0.09% -650 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; 2021Q2: 5,853 shares; 2021Q3: 5,663 shares; 2021Q4: 5,733 shares; 2022Q1: 5,874 shares; 2022Q2: 5,930 shares; 2022Q3: 5,548 shares; 2022Q4: 7,147 shares; 2023Q1: 6,399 shares 6,399 $2.05M 0.09% -748 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 29,445 shares; 2021Q3: 56,207 shares; 2021Q4: 57,372 shares; 2022Q1: 59,192 shares; 2022Q2: 46,486 shares; 2022Q3: 44,157 shares; 2022Q4: 44,911 shares; 2023Q1: 46,983 shares 46,983 $1.92M 0.08% +2,072 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; 2021Q2: 13,109 shares; 2021Q3: 12,399 shares; 2021Q4: 12,399 shares; 2022Q1: 12,690 shares; 2022Q2: 15,849 shares; 2022Q3: 12,941 shares; 2022Q4: 17,504 shares; 2023Q1: 17,978 shares 17,978 $1.91M 0.08% +474 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 617,304 shares; 2021Q3: 568,526 shares; 2021Q4: 538,620 shares; 2022Q1: 395,278 shares; 2022Q2: 281,215 shares; 2022Q3: 182,291 shares; 2022Q4: 66,400 shares; 2023Q1: 57,604 shares 57,604 $1.88M 0.08% -8,796 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 9,131 shares; 2022Q2: 19,844 shares; 2022Q3: 17,391 shares; 2022Q4: 17,146 shares; 2023Q1: 16,796 shares 16,796 $1.87M 0.08% -350 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15,511 shares; 2021Q3: 14,293 shares; 2021Q4: 14,243 shares; 2022Q1: 14,224 shares; 2022Q2: 14,224 shares; 2022Q3: 14,166 shares; 2022Q4: 14,071 shares; 2023Q1: 14,513 shares 14,513 $1.85M 0.08% +442 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 23,167 shares; 2021Q3: 23,101 shares; 2021Q4: 23,049 shares; 2022Q1: 23,049 shares; 2022Q2: 23,049 shares; 2022Q3: 22,909 shares; 2022Q4: 22,909 shares; 2023Q1: 22,909 shares 22,909 $1.85M 0.08% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,872 shares; 2021Q3: 8,502 shares; 2021Q4: 8,394 shares; 2022Q1: 8,394 shares; 2022Q2: 8,395 shares; 2022Q3: 7,971 shares; 2022Q4: 8,593 shares; 2023Q1: 8,621 shares 8,621 $1.81M 0.08% +28 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 893 shares; 2021Q3: 811 shares; 2021Q4: 811 shares; 2022Q1: 793 shares; 2022Q2: 747 shares; 2022Q3: 705 shares; 2022Q4: 668 shares; 2023Q1: 659 shares 659 $1.75M 0.07% -9 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; 2021Q2: 26,979 shares; 2021Q3: 26,589 shares; 2021Q4: 26,563 shares; 2022Q1: 25,136 shares; 2022Q2: 25,125 shares; 2022Q3: 23,325 shares; 2022Q4: 23,249 shares; 2023Q1: 22,077 shares 22,077 $1.68M 0.07% -1,172 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,254 shares; 2021Q3: 7,240 shares; 2021Q4: 7,429 shares; 2022Q1: 7,384 shares; 2022Q2: 7,299 shares; 2022Q3: 6,978 shares; 2022Q4: 6,814 shares; 2023Q1: 6,814 shares 6,814 $1.66M 0.07% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 107,026 shares; 2021Q3: 63,367 shares; 2021Q4: 63,367 shares; 2022Q1: 62,257 shares; 2022Q2: 59,836 shares; 2022Q3: 57,506 shares; 2022Q4: 58,281 shares; 2023Q1: 58,101 shares 58,101 $1.66M 0.07% -180 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; 2021Q2: 9,011 shares; 2021Q3: 10,171 shares; 2021Q4: 9,970 shares; 2022Q1: 9,933 shares; 2022Q2: 10,716 shares; 2022Q3: 9,979 shares; 2022Q4: 10,039 shares; 2023Q1: 16,959 shares 16,959 $1.65M 0.07% +6,920 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 917 shares; 2021Q3: 4,669 shares; 2021Q4: 4,654 shares; 2022Q1: 5,076 shares; 2022Q2: 4,204 shares; 2022Q3: 5,046 shares; 2022Q4: 5,294 shares; 2023Q1: 5,537 shares 5,537 $1.54M 0.06% +243 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,509 shares; 2021Q3: 2,763 shares; 2021Q4: 2,763 shares; 2022Q1: 6,263 shares; 2022Q2: 6,313 shares; 2022Q3: 6,110 shares; 2022Q4: 6,334 shares; 2023Q1: 6,701 shares 6,701 $1.53M 0.06% +367 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 12,381 shares; 2021Q3: 7,428 shares; 2021Q4: 7,287 shares; 2022Q1: 7,697 shares; 2022Q2: 7,697 shares; 2022Q3: 7,733 shares; 2022Q4: 7,052 shares; 2023Q1: 6,933 shares 6,933 $1.5M 0.06% -119 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 78,508 shares; 2021Q3: 78,217 shares; 2021Q4: 78,296 shares; 2022Q1: 77,665 shares; 2022Q2: 77,167 shares; 2022Q3: 77,004 shares; 2022Q4: 37,681 shares; 2023Q1: 29,840 shares 29,840 $1.43M 0.06% -7,841 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 12,944 shares; 2021Q3: 9,854 shares; 2021Q4: 10,037 shares; 2022Q1: 9,453 shares; 2022Q2: 9,515 shares; 2022Q3: 9,283 shares; 2022Q4: 9,165 shares; 2023Q1: 9,137 shares 9,137 $1.41M 0.06% -28 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,073 shares; 2021Q3: 4,546 shares; 2021Q4: 4,546 shares; 2022Q1: 5,272 shares; 2022Q2: 5,317 shares; 2022Q3: 5,164 shares; 2022Q4: 5,114 shares; 2023Q1: 5,007 shares 5,007 $1.4M 0.06% -107 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; 2021Q2: 13,435 shares; 2021Q3: 14,363 shares; 2021Q4: 13,967 shares; 2022Q1: 14,767 shares; 2022Q2: 15,265 shares; 2022Q3: 14,767 shares; 2022Q4: 15,284 shares; 2023Q1: 15,284 shares 15,284 $1.31M 0.06% 0 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; 2021Q2: 41,806 shares; 2021Q3: 18,253 shares; 2021Q4: 17,754 shares; 2022Q1: 12,887 shares; 2022Q2: 12,260 shares; 2022Q3: 12,218 shares; 2022Q4: 12,302 shares; 2023Q1: 12,077 shares 12,077 $1.22M 0.05% -225 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 19,906 shares; 2021Q3: 21,221 shares; 2021Q4: 21,221 shares; 2022Q1: 21,481 shares; 2022Q2: 18,604 shares; 2022Q3: 18,354 shares; 2022Q4: 17,429 shares; 2023Q1: 17,042 shares 17,042 $1.22M 0.05% -387 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; 2021Q2: 1,227 shares; 2021Q3: 2,234 shares; 2021Q4: 2,225 shares; 2022Q1: 2,628 shares; 2022Q2: 2,605 shares; 2022Q3: 2,615 shares; 2022Q4: 2,623 shares; 2023Q1: 2,448 shares 2,448 $1.22M 0.05% -175 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,025 shares; 2021Q3: 2,421 shares; 2021Q4: 2,267 shares; 2022Q1: 2,046 shares; 2022Q2: 2,144 shares; 2022Q3: 6,093 shares; 2022Q4: 6,080 shares; 2023Q1: 5,493 shares 5,493 $1.14M 0.05% -587 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; 2021Q2: 4,173 shares; 2021Q3: 4,083 shares; 2021Q4: 4,083 shares; 2022Q1: 4,083 shares; 2022Q2: 8,867 shares; 2022Q3: 6,084 shares; 2022Q4: 6,084 shares; 2023Q1: 6,084 shares 6,084 $1.11M 0.05% 0 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; 2021Q2: 1,894 shares; 2021Q3: 1,894 shares; 2021Q4: 1,894 shares; 2022Q1: 2,020 shares; 2022Q2: 2,023 shares; 2022Q3: 2,023 shares; 2022Q4: 1,957 shares; 2023Q1: 1,906 shares 1,906 $1.1M 0.05% -51 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; 2021Q2: 3,704 shares; 2021Q3: 3,889 shares; 2021Q4: 3,646 shares; 2022Q1: 4,874 shares; 2022Q2: 4,834 shares; 2022Q3: 4,816 shares; 2022Q4: 4,376 shares; 2023Q1: 4,347 shares 4,347 $1.1M 0.05% -29 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 296,682 shares; 2021Q3: 153,453 shares; 2021Q4: 75,111 shares; 2022Q1: 65,899 shares; 2022Q2: 66,011 shares; 2022Q3: 61,166 shares; 2022Q4: 61,166 shares; 2023Q1: 60,927 shares 60,927 $1.07M 0.04% -239 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 32,624 shares; 2021Q3: 23,023 shares; 2021Q4: 22,093 shares; 2022Q1: 20,028 shares; 2022Q2: 15,506 shares; 2022Q3: 15,317 shares; 2022Q4: 13,547 shares; 2023Q1: 12,829 shares 12,829 $1.07M 0.04% -718 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 2,289 shares; 2021Q4: 2,289 shares; 2022Q1: 2,151 shares; 2022Q2: 2,041 shares; 2022Q3: not reported; 2022Q4: 4,552 shares; 2023Q1: 5,061 shares 5,061 $1.01M 0.04% +509 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 101,400 shares; 2021Q3: 201,502 shares; 2021Q4: 201,503 shares; 2022Q1: 141,565 shares; 2022Q2: 101,568 shares; 2022Q3: 151,621 shares; 2022Q4: 77,228 shares; 2023Q1: 77,339 shares 77,339 $964K 0.04% +111 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; 2021Q2: 31,962 shares; 2021Q3: 28,564 shares; 2021Q4: 27,892 shares; 2022Q1: 27,798 shares; 2022Q2: 16,404 shares; 2022Q3: 15,564 shares; 2022Q4: 14,308 shares; 2023Q1: 11,505 shares 11,505 $952K 0.04% -2,803 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,542 shares; 2021Q3: 8,452 shares; 2021Q4: 8,669 shares; 2022Q1: 7,462 shares; 2022Q2: 7,585 shares; 2022Q3: 7,337 shares; 2022Q4: 7,337 shares; 2023Q1: 7,265 shares 7,265 $939K 0.04% -72 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,937 shares; 2022Q2: 4,866 shares; 2022Q3: 4,866 shares; 2022Q4: 4,148 shares; 2023Q1: 4,148 shares 4,148 $932K 0.04% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,040 shares; 2021Q3: 3,040 shares; 2021Q4: 3,040 shares; 2022Q1: 3,040 shares; 2022Q2: 2,964 shares; 2022Q3: 2,964 shares; 2022Q4: 2,964 shares; 2023Q1: 4,139 shares 4,139 $932K 0.04% +1,175 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 60,000 shares 60,000 $922K 0.04% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,578 shares; 2021Q3: 5,753 shares; 2021Q4: 5,753 shares; 2022Q1: 5,689 shares; 2022Q2: 6,609 shares; 2022Q3: 6,779 shares; 2022Q4: 7,085 shares; 2023Q1: 7,085 shares 7,085 $870K 0.04% 0 Timeline PBR-A PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 200,000 shares; 2023Q1: 92,000 shares 92,000 $854K 0.04% -108,000 Timeline PBD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 53,956 shares; 2021Q3: 52,475 shares; 2021Q4: 52,475 shares; 2022Q1: 51,679 shares; 2022Q2: 50,021 shares; 2022Q3: 47,883 shares; 2022Q4: 41,469 shares; 2023Q1: 40,311 shares 40,311 $794K 0.03% -1,158 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; 2021Q2: 4,139 shares; 2021Q3: 4,474 shares; 2021Q4: 4,686 shares; 2022Q1: 4,233 shares; 2022Q2: 4,599 shares; 2022Q3: 4,783 shares; 2022Q4: 5,340 shares; 2023Q1: 5,156 shares 5,156 $794K 0.03% -184 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; 2021Q2: 5,356 shares; 2021Q3: 5,223 shares; 2021Q4: 5,523 shares; 2022Q1: 6,357 shares; 2022Q2: 6,954 shares; 2022Q3: 8,496 shares; 2022Q4: 9,564 shares; 2023Q1: 13,969 shares 13,969 $781K 0.03% +4,405 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 1,155 shares; 2022Q1: 1,655 shares; 2022Q2: 1,996 shares; 2022Q3: 2,013 shares; 2022Q4: 1,733 shares; 2023Q1: 3,066 shares 3,066 $780K 0.03% +1,333 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; 2021Q2: 22,863 shares; 2021Q3: 23,936 shares; 2021Q4: 30,422 shares; 2022Q1: 33,856 shares; 2022Q2: 32,857 shares; 2022Q3: 30,428 shares; 2022Q4: 28,386 shares; 2023Q1: 27,071 shares 27,071 $774K 0.03% -1,315 Timeline VSH VISHAY INTERTECHNOLOGY INC More: the full row for VISHAY INTERTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,785 shares; 2022Q4: 33,964 shares; 2023Q1: 33,965 shares 33,965 $768K 0.03% +1 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,066 shares; 2021Q3: 4,036 shares; 2021Q4: 4,034 shares; 2022Q1: 4,001 shares; 2022Q2: 4,001 shares; 2022Q3: 4,297 shares; 2022Q4: 5,418 shares; 2023Q1: 5,435 shares 5,435 $745K 0.03% +17 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; 2021Q2: 3,619 shares; 2021Q3: 3,619 shares; 2021Q4: 3,669 shares; 2022Q1: 3,756 shares; 2022Q2: 3,654 shares; 2022Q3: 3,699 shares; 2022Q4: 3,622 shares; 2023Q1: 3,622 shares 3,622 $729K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 26,546 shares; 2021Q3: 27,842 shares; 2021Q4: 27,842 shares; 2022Q1: 27,435 shares; 2022Q2: 27,435 shares; 2022Q3: 27,435 shares; 2022Q4: 27,435 shares; 2023Q1: 23,178 shares 23,178 $694K 0.03% -4,257 Timeline VCR VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,612 shares; 2021Q3: 1,612 shares; 2021Q4: 1,612 shares; 2022Q1: 1,612 shares; 2022Q2: 1,612 shares; 2022Q3: 1,612 shares; 2022Q4: 2,561 shares; 2023Q1: 2,614 shares 2,614 $660K 0.03% +53 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15,661 shares; 2021Q3: 15,893 shares; 2021Q4: 15,898 shares; 2022Q1: 16,238 shares; 2022Q2: 16,013 shares; 2022Q3: 15,198 shares; 2022Q4: 14,845 shares; 2023Q1: 14,275 shares 14,275 $653K 0.03% -570 Timeline M MACYS INC More: the full row for MACYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 100,000 shares; 2022Q4: 37,000 shares; 2023Q1: 37,000 shares 37,000 $647K 0.03% 0 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; 2021Q2: 2,077 shares; 2021Q3: 1,826 shares; 2021Q4: 1,828 shares; 2022Q1: 1,832 shares; 2022Q2: 1,754 shares; 2022Q3: 1,758 shares; 2022Q4: 2,164 shares; 2023Q1: 1,934 shares 1,934 $643K 0.03% -230 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; 2021Q2: 3,176 shares; 2021Q3: 3,132 shares; 2021Q4: 3,232 shares; 2022Q1: 3,270 shares; 2022Q2: 3,206 shares; 2022Q3: 3,476 shares; 2022Q4: 3,451 shares; 2023Q1: 3,339 shares 3,339 $638K 0.03% -112 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 20,200 shares; 2021Q3: 17,700 shares; 2021Q4: 43,000 shares; 2022Q1: 55,850 shares; 2022Q2: 40,370 shares; 2022Q3: not reported; 2022Q4: 34,020 shares; 2023Q1: 28,400 shares 28,400 $634K 0.03% -5,620 AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,985 shares; 2021Q3: 1,985 shares; 2021Q4: 1,985 shares; 2022Q1: 1,985 shares; 2022Q2: 1,985 shares; 2022Q3: 1,985 shares; 2022Q4: 1,985 shares; 2023Q1: 1,985 shares 1,985 $626K 0.03% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,725 shares; 2021Q3: 3,725 shares; 2021Q4: 3,725 shares; 2022Q1: 2,745 shares; 2022Q2: 2,932 shares; 2022Q3: 2,935 shares; 2022Q4: 3,263 shares; 2023Q1: 3,263 shares 3,263 $619K 0.03% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 10,809 shares; 2021Q3: 10,392 shares; 2021Q4: 10,657 shares; 2022Q1: 11,344 shares; 2022Q2: 12,936 shares; 2022Q3: 15,086 shares; 2022Q4: 15,086 shares; 2023Q1: 16,209 shares 16,209 $618K 0.03% +1,123 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; 2021Q2: 1,635 shares; 2021Q3: 1,605 shares; 2021Q4: 1,608 shares; 2022Q1: 1,659 shares; 2022Q2: 1,663 shares; 2022Q3: 1,557 shares; 2022Q4: 1,784 shares; 2023Q1: 1,615 shares 1,615 $607K 0.03% -169 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,090 shares; 2021Q3: 4,059 shares; 2021Q4: 4,056 shares; 2022Q1: 4,052 shares; 2022Q2: 3,758 shares; 2022Q3: 3,444 shares; 2022Q4: 2,957 shares; 2023Q1: 2,113 shares 2,113 $604K 0.03% -844 Timeline DGS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 17,817 shares; 2021Q3: 17,174 shares; 2021Q4: 16,869 shares; 2022Q1: 16,751 shares; 2022Q2: 16,751 shares; 2022Q3: 13,841 shares; 2022Q4: 13,841 shares; 2023Q1: 13,014 shares 13,014 $596K 0.03% -827 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,770 shares; 2022Q2: 2,770 shares; 2022Q3: 1,870 shares; 2022Q4: 1,870 shares; 2023Q1: 1,870 shares 1,870 $595K 0.03% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 135,710 shares; 2021Q3: 85,386 shares; 2021Q4: 78,305 shares; 2022Q1: 71,596 shares; 2022Q2: 60,199 shares; 2022Q3: 55,220 shares; 2022Q4: 46,130 shares; 2023Q1: 9,987 shares 9,987 $590K 0.02% -36,143 SLG SL GREEN RLTY CORP More: the full row for SL GREEN RLTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 25,000 shares 25,000 $588K 0.02% new 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; 2021Q2: 3,399 shares; 2021Q3: 3,413 shares; 2021Q4: 3,413 shares; 2022Q1: 3,419 shares; 2022Q2: 3,426 shares; 2022Q3: 3,671 shares; 2022Q4: 3,680 shares; 2023Q1: 8,358 shares 8,358 $583K 0.02% +4,678 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; 2021Q2: 6,956 shares; 2021Q3: 4,977 shares; 2021Q4: 5,753 shares; 2022Q1: 5,926 shares; 2022Q2: 4,782 shares; 2022Q3: 4,396 shares; 2022Q4: 4,789 shares; 2023Q1: 4,395 shares 4,395 $576K 0.02% -394 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; 2021Q2: not reported; 2021Q3: 1,652 shares; 2021Q4: 1,697 shares; 2022Q1: 1,742 shares; 2022Q2: 1,709 shares; 2022Q3: 1,759 shares; 2022Q4: 1,759 shares; 2023Q1: 1,759 shares 1,759 $575K 0.02% 0 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,128 shares; 2021Q3: 4,917 shares; 2021Q4: 4,917 shares; 2022Q1: 4,917 shares; 2022Q2: 4,917 shares; 2022Q3: 4,917 shares; 2022Q4: 4,917 shares; 2023Q1: 4,917 shares 4,917 $563K 0.02% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 13,932 shares; 2021Q3: 13,692 shares; 2021Q4: 15,409 shares; 2022Q1: 17,361 shares; 2022Q2: 16,412 shares; 2022Q3: 16,412 shares; 2022Q4: 15,502 shares; 2023Q1: 14,761 shares 14,761 $552K 0.02% -741 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,200 shares; 2021Q3: 7,289 shares; 2021Q4: 7,291 shares; 2022Q1: 7,272 shares; 2022Q2: 7,000 shares; 2022Q3: 6,753 shares; 2022Q4: 6,714 shares; 2023Q1: 6,429 shares 6,429 $543K 0.02% -285 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; 2021Q2: 1,863 shares; 2021Q3: 2,137 shares; 2021Q4: 2,137 shares; 2022Q1: 2,572 shares; 2022Q2: 2,992 shares; 2022Q3: 3,086 shares; 2022Q4: 4,002 shares; 2023Q1: 3,202 shares 3,202 $528K 0.02% -800 Timeline AVT AVNET INC More: the full row for AVNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,500 shares 11,500 $520K 0.02% new 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; 2021Q2: 3,580 shares; 2021Q3: 3,562 shares; 2021Q4: 3,562 shares; 2022Q1: 3,683 shares; 2022Q2: 3,683 shares; 2022Q3: 3,883 shares; 2022Q4: 3,681 shares; 2023Q1: 3,681 shares 3,681 $508K 0.02% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,105 shares; 2021Q3: 1,239 shares; 2021Q4: 1,239 shares; 2022Q1: 1,235 shares; 2022Q2: 1,218 shares; 2022Q3: 1,218 shares; 2022Q4: 1,148 shares; 2023Q1: 1,123 shares 1,123 $501K 0.02% -25 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 15,647 shares; 2021Q3: 15,533 shares; 2021Q4: 15,123 shares; 2022Q1: 15,085 shares; 2022Q2: 11,433 shares; 2022Q3: 11,851 shares; 2022Q4: 5,160 shares; 2023Q1: 4,505 shares 4,505 $497K 0.02% -655 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,984 shares; 2021Q3: 1,942 shares; 2021Q4: 2,342 shares; 2022Q1: 2,342 shares; 2022Q2: 2,342 shares; 2022Q3: 2,342 shares; 2022Q4: 2,342 shares; 2023Q1: 2,967 shares 2,967 $496K 0.02% +625 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 51,788 shares; 2021Q3: 51,788 shares; 2021Q4: 51,788 shares; 2022Q1: 51,542 shares; 2022Q2: 50,542 shares; 2022Q3: 30,542 shares; 2022Q4: 34,542 shares; 2023Q1: 30,542 shares 30,542 $487K 0.02% -4,000 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,350 shares; 2021Q3: 2,350 shares; 2021Q4: 2,350 shares; 2022Q1: 2,350 shares; 2022Q2: 2,368 shares; 2022Q3: 2,140 shares; 2022Q4: 2,017 shares; 2023Q1: 2,017 shares 2,017 $482K 0.02% 0 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; 2021Q2: 3,108 shares; 2021Q3: 3,817 shares; 2021Q4: 3,586 shares; 2022Q1: 4,199 shares; 2022Q2: 5,965 shares; 2022Q3: 5,214 shares; 2022Q4: 3,614 shares; 2023Q1: 5,279 shares 5,279 $480K 0.02% +1,665 Timeline FBNC FIRST BANCORP N C More: the full row for FIRST BANCORP N C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,431 shares; 2021Q3: 15,960 shares; 2021Q4: 15,960 shares; 2022Q1: 15,960 shares; 2022Q2: 13,368 shares; 2022Q3: 13,368 shares; 2022Q4: 13,368 shares; 2023Q1: 13,368 shares 13,368 $475K 0.02% 0 Timeline IYJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,726 shares; 2021Q3: 4,726 shares; 2021Q4: 4,726 shares; 2022Q1: 4,726 shares; 2022Q2: 4,726 shares; 2022Q3: 4,726 shares; 2022Q4: 4,726 shares; 2023Q1: 4,726 shares 4,726 $473K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,587 shares; 2021Q3: 2,369 shares; 2021Q4: 2,369 shares; 2022Q1: 3,073 shares; 2022Q2: 3,004 shares; 2022Q3: 2,910 shares; 2022Q4: 2,910 shares; 2023Q1: 2,810 shares 2,810 $467K 0.02% -100 Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,060 shares; 2021Q3: 5,916 shares; 2021Q4: 5,916 shares; 2022Q1: 5,805 shares; 2022Q2: 5,014 shares; 2022Q3: 5,014 shares; 2022Q4: 4,914 shares; 2023Q1: 4,114 shares 4,114 $455K 0.02% -800 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 4,518 shares; 2021Q4: 5,302 shares; 2022Q1: 5,912 shares; 2022Q2: 4,294 shares; 2022Q3: 4,256 shares; 2022Q4: 4,253 shares; 2023Q1: 4,753 shares 4,753 $454K 0.02% +500 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 10,720 shares; 2021Q3: 7,818 shares; 2021Q4: 7,682 shares; 2022Q1: 7,610 shares; 2022Q2: 7,295 shares; 2022Q3: 6,911 shares; 2022Q4: 6,809 shares; 2023Q1: 6,754 shares 6,754 $451K 0.02% -55 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,760 shares; 2022Q2: 1,760 shares; 2022Q3: 1,760 shares; 2022Q4: 1,760 shares; 2023Q1: 1,760 shares 1,760 $446K 0.02% 0 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; 2021Q2: 12,497 shares; 2021Q3: 11,467 shares; 2021Q4: 11,078 shares; 2022Q1: 11,563 shares; 2022Q2: 11,428 shares; 2022Q3: 9,996 shares; 2022Q4: 7,770 shares; 2023Q1: 11,423 shares 11,423 $444K 0.02% +3,653 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,704 shares; 2021Q3: 5,195 shares; 2021Q4: 5,129 shares; 2022Q1: 5,129 shares; 2022Q2: 5,129 shares; 2022Q3: 6,419 shares; 2022Q4: 6,277 shares; 2023Q1: 6,041 shares 6,041 $442K 0.02% -236 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,821 shares; 2021Q3: 9,821 shares; 2021Q4: 9,821 shares; 2022Q1: 9,821 shares; 2022Q2: 10,001 shares; 2022Q3: 10,001 shares; 2022Q4: 10,001 shares; 2023Q1: 9,944 shares 9,944 $441K 0.02% -57 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,082 shares; 2022Q2: 4,585 shares; 2022Q3: 4,255 shares; 2022Q4: 5,405 shares; 2023Q1: 4,435 shares 4,435 $440K 0.02% -970 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,770 shares; 2021Q3: 4,654 shares; 2021Q4: 4,654 shares; 2022Q1: 4,654 shares; 2022Q2: 4,314 shares; 2022Q3: 3,789 shares; 2022Q4: 3,789 shares; 2023Q1: 3,438 shares 3,438 $435K 0.02% -351 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; 2021Q2: 1,864 shares; 2021Q3: 1,577 shares; 2021Q4: 1,577 shares; 2022Q1: not reported; 2022Q2: 1,738 shares; 2022Q3: not reported; 2022Q4: 1,730 shares; 2023Q1: 3,205 shares 3,205 $430K 0.02% +1,475 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 9,093 shares; 2021Q3: 9,092 shares; 2021Q4: 9,034 shares; 2022Q1: 9,034 shares; 2022Q2: 9,170 shares; 2022Q3: 14,783 shares; 2022Q4: 12,332 shares; 2023Q1: 12,279 shares 12,279 $427K 0.02% -53 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; 2021Q2: 1,678 shares; 2021Q3: 1,678 shares; 2021Q4: 1,678 shares; 2022Q1: 1,689 shares; 2022Q2: 1,689 shares; 2022Q3: 1,689 shares; 2022Q4: 1,689 shares; 2023Q1: 1,689 shares 1,689 $421K 0.02% 0 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; 2021Q2: 6,218 shares; 2021Q3: 6,148 shares; 2021Q4: 6,148 shares; 2022Q1: 5,965 shares; 2022Q2: 5,415 shares; 2022Q3: 5,529 shares; 2022Q4: 4,758 shares; 2023Q1: 4,303 shares 4,303 $416K 0.02% -455 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; 2021Q2: 7,835 shares; 2021Q3: 8,578 shares; 2021Q4: 8,578 shares; 2022Q1: 8,870 shares; 2022Q2: 8,830 shares; 2022Q3: 8,875 shares; 2022Q4: 8,938 shares; 2023Q1: 9,117 shares 9,117 $407K 0.02% +179 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,066 shares; 2022Q1: 2,066 shares; 2022Q2: 2,066 shares; 2022Q3: 2,425 shares; 2022Q4: 2,128 shares; 2023Q1: 2,532 shares 2,532 $401K 0.02% +404 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,909 shares; 2021Q3: 2,883 shares; 2021Q4: 2,883 shares; 2022Q1: 3,122 shares; 2022Q2: 3,273 shares; 2022Q3: 3,273 shares; 2022Q4: 3,249 shares; 2023Q1: 3,249 shares 3,249 $398K 0.02% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 23,695 shares; 2021Q3: 24,115 shares; 2021Q4: 23,815 shares; 2022Q1: 23,722 shares; 2022Q2: 19,722 shares; 2022Q3: 9,722 shares; 2022Q4: 23,222 shares; 2023Q1: 13,422 shares 13,422 $394K 0.02% -9,800 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 11,153 shares; 2021Q3: 10,950 shares; 2021Q4: 10,950 shares; 2022Q1: 11,539 shares; 2022Q2: 11,080 shares; 2022Q3: 11,080 shares; 2022Q4: 11,080 shares; 2023Q1: 11,080 shares 11,080 $391K 0.02% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,846 shares; 2021Q3: 1,846 shares; 2021Q4: 1,846 shares; 2022Q1: 1,650 shares; 2022Q2: 1,596 shares; 2022Q3: 1,686 shares; 2022Q4: 1,763 shares; 2023Q1: 1,789 shares 1,789 $380K 0.02% +26 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; 2021Q2: 2,415 shares; 2021Q3: 2,415 shares; 2021Q4: 2,415 shares; 2022Q1: 2,030 shares; 2022Q2: 1,854 shares; 2022Q3: 1,750 shares; 2022Q4: 1,760 shares; 2023Q1: 1,760 shares 1,760 $371K 0.02% 0 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; 2021Q2: 2,341 shares; 2021Q3: 3,216 shares; 2021Q4: 3,216 shares; 2022Q1: 2,744 shares; 2022Q2: 2,744 shares; 2022Q3: 2,687 shares; 2022Q4: 2,450 shares; 2023Q1: 2,450 shares 2,450 $370K 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 834 shares; 2021Q3: 834 shares; 2021Q4: 834 shares; 2022Q1: 934 shares; 2022Q2: 934 shares; 2022Q3: 934 shares; 2022Q4: 934 shares; 2023Q1: 934 shares 934 $370K 0.02% 0 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 11,201 shares; 2023Q1: 13,719 shares 13,719 $369K 0.02% +2,518 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 4,753 shares; 2021Q3: 4,963 shares; 2021Q4: 4,858 shares; 2022Q1: 4,571 shares; 2022Q2: 5,053 shares; 2022Q3: 4,823 shares; 2022Q4: 5,190 shares; 2023Q1: 5,190 shares 5,190 $361K 0.02% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 5,530 shares; 2021Q3: 5,530 shares; 2021Q4: 5,200 shares; 2022Q1: 5,050 shares; 2022Q2: 5,050 shares; 2022Q3: 5,050 shares; 2022Q4: 5,050 shares; 2023Q1: 5,050 shares 5,050 $359K 0.02% 0 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; 2021Q2: 932 shares; 2021Q3: 949 shares; 2021Q4: 949 shares; 2022Q1: 1,512 shares; 2022Q2: 8,193 shares; 2022Q3: 8,193 shares; 2022Q4: 8,152 shares; 2023Q1: 1,450 shares 1,450 $359K 0.02% -6,702 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 5,903 shares; 2022Q2: 5,926 shares; 2022Q3: 5,926 shares; 2022Q4: 5,926 shares; 2023Q1: 5,926 shares 5,926 $357K 0.02% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 705 shares; 2021Q3: 3,960 shares; 2021Q4: 3,960 shares; 2022Q1: 4,122 shares; 2022Q2: 976 shares; 2022Q3: 976 shares; 2022Q4: 982 shares; 2023Q1: 982 shares 982 $357K 0.02% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,167 shares; 2021Q3: 2,167 shares; 2021Q4: 2,007 shares; 2022Q1: 2,282 shares; 2022Q2: 1,923 shares; 2022Q3: 1,822 shares; 2022Q4: 1,822 shares; 2023Q1: 1,805 shares 1,805 $352K 0.01% -17 Timeline DWM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 62,777 shares; 2021Q3: 48,297 shares; 2021Q4: 47,413 shares; 2022Q1: 32,900 shares; 2022Q2: 20,785 shares; 2022Q3: 14,707 shares; 2022Q4: 6,861 shares; 2023Q1: 6,861 shares 6,861 $341K 0.01% 0 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; 2021Q2: 12,983 shares; 2021Q3: 13,083 shares; 2021Q4: 13,083 shares; 2022Q1: 15,083 shares; 2022Q2: 13,083 shares; 2022Q3: 13,083 shares; 2022Q4: 13,083 shares; 2023Q1: 13,083 shares 13,083 $339K 0.01% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 49,956 shares; 2021Q3: 67,028 shares; 2021Q4: 64,194 shares; 2022Q1: 27,622 shares; 2022Q2: 24,605 shares; 2022Q3: 21,362 shares; 2022Q4: 17,445 shares; 2023Q1: 17,445 shares 17,445 $336K 0.01% 0 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,985 shares 1,985 $333K 0.01% new SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,553 shares; 2021Q3: 7,672 shares; 2021Q4: 7,591 shares; 2022Q1: 7,096 shares; 2022Q2: 8,628 shares; 2022Q3: 8,614 shares; 2022Q4: 8,614 shares; 2023Q1: 8,490 shares 8,490 $321K 0.01% -124 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 16,385 shares; 2021Q3: 16,328 shares; 2021Q4: 16,317 shares; 2022Q1: 16,127 shares; 2022Q2: 7,173 shares; 2022Q3: 6,292 shares; 2022Q4: 4,867 shares; 2023Q1: 3,207 shares 3,207 $320K 0.01% -1,660 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 8,445 shares; 2021Q3: 8,445 shares; 2021Q4: 8,445 shares; 2022Q1: 8,445 shares; 2022Q2: 8,445 shares; 2022Q3: 8,445 shares; 2022Q4: 8,445 shares; 2023Q1: 8,445 shares 8,445 $317K 0.01% 0 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 3,767 shares; 2021Q4: 3,767 shares; 2022Q1: 4,917 shares; 2022Q2: 4,357 shares; 2022Q3: 4,357 shares; 2022Q4: 4,213 shares; 2023Q1: 4,016 shares 4,016 $315K 0.01% -197 Timeline IESC IES HOLDINGS INC More: the full row for IES HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 7,240 shares; 2021Q3: 7,240 shares; 2021Q4: 7,240 shares; 2022Q1: 7,240 shares; 2022Q2: 7,240 shares; 2022Q3: not reported; 2022Q4: 7,240 shares; 2023Q1: 7,240 shares 7,240 $312K 0.01% 0 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; 2021Q2: 2,073 shares; 2021Q3: 1,934 shares; 2021Q4: 1,935 shares; 2022Q1: 1,985 shares; 2022Q2: 1,606 shares; 2022Q3: 1,607 shares; 2022Q4: 1,608 shares; 2023Q1: 1,589 shares 1,589 $312K 0.01% -19 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 800 shares; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 831 shares; 2022Q2: 800 shares; 2022Q3: 800 shares; 2022Q4: 800 shares; 2023Q1: 800 shares 800 $309K 0.01% 0 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,709 shares; 2022Q4: 2,730 shares; 2023Q1: 2,730 shares 2,730 $309K 0.01% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,964 shares; 2021Q3: 3,928 shares; 2021Q4: 3,928 shares; 2022Q1: 4,068 shares; 2022Q2: 4,068 shares; 2022Q3: 3,945 shares; 2022Q4: 3,837 shares; 2023Q1: 3,681 shares 3,681 $308K 0.01% -156 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,803 shares; 2021Q3: 3,973 shares; 2021Q4: 3,973 shares; 2022Q1: 3,803 shares; 2022Q2: 3,803 shares; 2022Q3: 3,803 shares; 2022Q4: 3,851 shares; 2023Q1: 3,851 shares 3,851 $307K 0.01% 0 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,799 shares; 2023Q1: 3,024 shares 3,024 $307K 0.01% +225 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: 3,635 shares; 2021Q4: 3,635 shares; 2022Q1: 2,382 shares; 2022Q2: 2,382 shares; 2022Q3: 2,294 shares; 2022Q4: 2,452 shares; 2023Q1: 2,452 shares 2,452 $303K 0.01% 0 Timeline UCB UNITED CMNTY BKS BLAIRSVLE G More: the full row for UNITED CMNTY BKS BLAIRSVLE G Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,461 shares; 2022Q4: 11,088 shares; 2023Q1: 10,773 shares 10,773 $303K 0.01% -315 Timeline MATX MATSON INC More: the full row for MATSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,278 shares; 2022Q4: 4,252 shares; 2023Q1: 5,035 shares 5,035 $300K 0.01% +783 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 10,991 shares; 2021Q3: 11,177 shares; 2021Q4: 7,768 shares; 2022Q1: 6,606 shares; 2022Q2: 5,381 shares; 2022Q3: 4,166 shares; 2022Q4: 3,508 shares; 2023Q1: 3,350 shares 3,350 $294K 0.01% -158 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 18,444 shares; 2021Q3: 15,805 shares; 2021Q4: 14,792 shares; 2022Q1: 2,597 shares; 2022Q2: 2,597 shares; 2022Q3: 2,261 shares; 2022Q4: 2,261 shares; 2023Q1: 2,261 shares 2,261 $292K 0.01% 0 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,181 shares; 2022Q2: 4,181 shares; 2022Q3: 4,181 shares; 2022Q4: 4,960 shares; 2023Q1: 4,775 shares 4,775 $288K 0.01% -185 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 991 shares 991 $285K 0.01% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,423 shares; 2022Q4: 2,423 shares; 2023Q1: 2,423 shares 2,423 $284K 0.01% 0 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; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,012 shares; 2022Q1: 4,012 shares; 2022Q2: 4,012 shares; 2022Q3: 4,012 shares; 2022Q4: 4,012 shares; 2023Q1: 3,927 shares 3,927 $282K 0.01% -85 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,551 shares; 2021Q3: 1,857 shares; 2021Q4: 1,857 shares; 2022Q1: 1,293 shares; 2022Q2: 1,320 shares; 2022Q3: 1,492 shares; 2022Q4: 1,497 shares; 2023Q1: 1,497 shares 1,497 $278K 0.01% 0 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; 2021Q2: 8,401 shares; 2021Q3: 8,533 shares; 2021Q4: 8,533 shares; 2022Q1: 8,533 shares; 2022Q2: 8,533 shares; 2022Q3: 8,647 shares; 2022Q4: 8,647 shares; 2023Q1: 8,647 shares 8,647 $278K 0.01% 0 Timeline PHO 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; 2021Q2: 24,965 shares; 2021Q3: 20,311 shares; 2021Q4: 19,053 shares; 2022Q1: 13,955 shares; 2022Q2: 13,070 shares; 2022Q3: 9,342 shares; 2022Q4: 7,568 shares; 2023Q1: 5,040 shares 5,040 $269K 0.01% -2,528 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; 2021Q2: 48,413 shares; 2021Q3: 23,759 shares; 2021Q4: 23,442 shares; 2022Q1: 22,009 shares; 2022Q2: 18,864 shares; 2022Q3: 15,856 shares; 2022Q4: not reported; 2023Q1: 1,264 shares 1,264 $268K 0.01% new Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 22,440 shares; 2022Q2: 22,440 shares; 2022Q3: 22,440 shares; 2022Q4: 22,440 shares; 2023Q1: 22,440 shares 22,440 $255K 0.01% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 2,518 shares; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,673 shares; 2023Q1: 2,673 shares 2,673 $246K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 100 shares; 2022Q1: 100 shares; 2022Q2: 100 shares; 2022Q3: 100 shares; 2022Q4: 100 shares; 2023Q1: 100 shares 100 $246K 0.01% 0 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 8,234 shares; 2023Q1: 8,234 shares 8,234 $244K 0.01% 0 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,817 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,612 shares 1,612 $231K 0.01% new 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; 2021Q2: 1,653 shares; 2021Q3: 1,723 shares; 2021Q4: 1,723 shares; 2022Q1: 1,723 shares; 2022Q2: 1,723 shares; 2022Q3: 1,791 shares; 2022Q4: 1,791 shares; 2023Q1: 1,734 shares 1,734 $224K 0.01% -57 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; 2021Q2: 1,714 shares; 2021Q3: 1,675 shares; 2021Q4: 1,675 shares; 2022Q1: 1,675 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,675 shares; 2023Q1: 1,675 shares 1,675 $224K 0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,262 shares; 2021Q3: 3,262 shares; 2021Q4: 3,262 shares; 2022Q1: 3,262 shares; 2022Q2: 3,262 shares; 2022Q3: 3,522 shares; 2022Q4: 3,522 shares; 2023Q1: 3,522 shares 3,522 $223K 0.01% 0 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,422 shares; 2023Q1: 5,422 shares 5,422 $221K 0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,403 shares; 2022Q3: 8,273 shares; 2022Q4: 8,243 shares; 2023Q1: 8,243 shares 8,243 $220K 0.01% 0 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; 2021Q2: not reported; 2021Q3: 2,331 shares; 2021Q4: 2,627 shares; 2022Q1: 2,680 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 742 shares 742 $218K 0.01% new Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 780 shares; 2021Q3: 863 shares; 2021Q4: 863 shares; 2022Q1: 863 shares; 2022Q2: 883 shares; 2022Q3: not reported; 2022Q4: 941 shares; 2023Q1: 946 shares 946 $217K 0.01% +5 IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 698 shares; 2021Q3: 698 shares; 2021Q4: 698 shares; 2022Q1: 698 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 698 shares 698 $213K 0.01% new Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,069 shares; 2022Q1: 4,169 shares; 2022Q2: 4,169 shares; 2022Q3: not reported; 2022Q4: 5,639 shares; 2023Q1: 3,863 shares 3,863 $212K 0.01% -1,776 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 587 shares; 2021Q3: 587 shares; 2021Q4: 587 shares; 2022Q1: 596 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 610 shares 610 $211K 0.01% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 642 shares; 2021Q3: 642 shares; 2021Q4: 642 shares; 2022Q1: 642 shares; 2022Q2: 642 shares; 2022Q3: not reported; 2022Q4: 610 shares; 2023Q1: 610 shares 610 $210K 0.01% 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; 2021Q2: 1,776 shares; 2021Q3: 1,986 shares; 2021Q4: 1,986 shares; 2022Q1: 1,553 shares; 2022Q2: 1,553 shares; 2022Q3: not reported; 2022Q4: 1,415 shares; 2023Q1: 1,383 shares 1,383 $210K 0.01% -32 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 1,282 shares 1,282 $209K 0.01% new Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 1,129 shares; 2021Q3: 1,300 shares; 2021Q4: 1,300 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,793 shares; 2022Q4: 5,873 shares; 2023Q1: 1,808 shares 1,808 $204K 0.01% -4,065 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,219 shares 5,219 $202K 0.01% new Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 3,097 shares; 2021Q3: 3,097 shares; 2021Q4: 3,097 shares; 2022Q1: 3,138 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,077 shares; 2023Q1: 3,077 shares 3,077 $202K 0.01% 0 Timeline SECUREWORKS CORP SECUREWORKS CORP More: the full row for SECUREWORKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 18,017 shares 18,017 $154K 0.01% new F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 10,108 shares; 2022Q1: 13,051 shares; 2022Q2: 12,944 shares; 2022Q3: 13,645 shares; 2022Q4: 13,646 shares; 2023Q1: 11,611 shares 11,611 $146K 0.01% -2,035 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 11,294 shares; 2021Q3: 11,321 shares; 2021Q4: 11,335 shares; 2022Q1: 11,355 shares; 2022Q2: 11,375 shares; 2022Q3: 11,395 shares; 2022Q4: 11,417 shares; 2023Q1: 11,438 shares 11,438 $126K 0.01% +21 Timeline RITM RITHM CAPITAL CORP More: the full row for RITHM CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 25,000 shares; 2023Q1: 15,000 shares 15,000 $120K 0.01% -10,000 Timeline LUMN LUMEN TECHNOLOGIES INC More: the full row for LUMEN TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: 11,198 shares; 2021Q3: 11,797 shares; 2021Q4: 12,036 shares; 2022Q1: 12,294 shares; 2022Q2: 15,023 shares; 2022Q3: 15,321 shares; 2022Q4: 15,321 shares; 2023Q1: 15,321 shares 15,321 $40.6K <0.01% 0 Timeline GERN GERON CORP More: the full row for GERON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 17,335 shares; 2023Q1: 15,000 shares 15,000 $32.5K <0.01% -2,335 Timeline PROTERRA INC PROTERRA INC More: the full row for PROTERRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 14,703 shares; 2022Q2: 14,703 shares; 2022Q3: 14,703 shares; 2022Q4: 14,703 shares; 2023Q1: 14,703 shares 14,703 $22.3K <0.01% 0