MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 68,488 shares; 2020Q2: 66,759 shares; 2020Q3: 66,454 shares; 2020Q4: 64,771 shares; 2021Q1: 65,077 shares; 2021Q2: 64,427 shares; 2021Q3: 64,354 shares; 2021Q4: 64,662 shares 64,662 $21.7M 6.4% +308 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; 2020Q1: 38,714 shares; 2020Q2: 38,150 shares; 2020Q3: 38,065 shares; 2020Q4: 37,055 shares; 2021Q1: 36,940 shares; 2021Q2: 36,618 shares; 2021Q3: 36,360 shares; 2021Q4: 35,926 shares 35,926 $14.9M 4.38% -434 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,663 shares; 2020Q2: 4,625 shares; 2020Q3: 4,622 shares; 2020Q4: 4,623 shares; 2021Q1: 4,580 shares; 2021Q2: 4,500 shares; 2021Q3: 4,485 shares; 2021Q4: 4,488 shares 4,488 $13M 3.82% +3 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; 2020Q1: 38,974 shares; 2020Q2: 38,166 shares; 2020Q3: 38,042 shares; 2020Q4: 37,672 shares; 2021Q1: 37,486 shares; 2021Q2: 37,391 shares; 2021Q3: 37,306 shares; 2021Q4: 36,880 shares 36,880 $11M 3.24% -426 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 82,591 shares; 2020Q2: 80,846 shares; 2020Q3: 79,891 shares; 2020Q4: 79,511 shares; 2021Q1: 78,638 shares; 2021Q2: 78,533 shares; 2021Q3: 78,128 shares; 2021Q4: 77,748 shares 77,748 $10.9M 3.22% -380 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; 2020Q1: 66,845 shares; 2020Q2: 65,685 shares; 2020Q3: 65,470 shares; 2020Q4: 65,160 shares; 2021Q1: 65,130 shares; 2021Q2: 64,570 shares; 2021Q3: 64,555 shares; 2021Q4: 64,635 shares 64,635 $10.8M 3.17% +80 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; 2020Q1: 30,282 shares; 2020Q2: 29,610 shares; 2020Q3: 29,391 shares; 2020Q4: 115,242 shares; 2021Q1: 114,627 shares; 2021Q2: 112,567 shares; 2021Q3: 112,222 shares; 2021Q4: 113,742 shares 113,742 $10.6M 3.12% +1,520 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 158,657 shares; 2020Q2: 168,177 shares; 2020Q3: 168,866 shares; 2020Q4: 169,301 shares; 2021Q1: 170,826 shares; 2021Q2: 168,433 shares; 2021Q3: 167,305 shares; 2021Q4: 168,675 shares 168,675 $9.96M 2.93% +1,370 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 39,832 shares; 2020Q2: 38,661 shares; 2020Q3: 38,150 shares; 2020Q4: 37,798 shares; 2021Q1: 37,698 shares; 2021Q2: 37,133 shares; 2021Q3: 36,920 shares; 2021Q4: 36,600 shares 36,600 $8.93M 2.63% -320 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; 2020Q1: 62,864 shares; 2020Q2: 57,399 shares; 2020Q3: 56,994 shares; 2020Q4: 55,904 shares; 2021Q1: 54,928 shares; 2021Q2: 54,741 shares; 2021Q3: 54,591 shares; 2021Q4: 56,988 shares 56,988 $8.83M 2.6% +2,397 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 63,996 shares; 2020Q2: 63,162 shares; 2020Q3: 62,953 shares; 2020Q4: 62,528 shares; 2021Q1: 61,971 shares; 2021Q2: 60,256 shares; 2021Q3: 59,838 shares; 2021Q4: 59,408 shares 59,408 $8.62M 2.54% -430 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; 2020Q1: 158,594 shares; 2020Q2: 155,831 shares; 2020Q3: 154,844 shares; 2020Q4: 154,744 shares; 2021Q1: 154,509 shares; 2021Q2: 153,534 shares; 2021Q3: 152,949 shares; 2021Q4: 154,791 shares 154,791 $7.79M 2.29% +1,842 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 45,122 shares; 2020Q2: 44,506 shares; 2020Q3: 44,518 shares; 2020Q4: 43,335 shares; 2021Q1: 43,234 shares; 2021Q2: 42,551 shares; 2021Q3: 42,537 shares; 2021Q4: 43,089 shares 43,089 $7.37M 2.17% +552 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; 2020Q1: 25,929 shares; 2020Q2: 25,500 shares; 2020Q3: 26,143 shares; 2020Q4: 26,803 shares; 2021Q1: 26,923 shares; 2021Q2: 26,623 shares; 2021Q3: 26,603 shares; 2021Q4: 26,911 shares 26,911 $6.77M 1.99% +308 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; 2020Q1: 108,632 shares; 2020Q2: 107,297 shares; 2020Q3: 107,097 shares; 2020Q4: 106,737 shares; 2021Q1: 106,412 shares; 2021Q2: 104,912 shares; 2021Q3: 107,982 shares; 2021Q4: 108,422 shares 108,422 $6.35M 1.87% +440 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 37,618 shares; 2020Q2: 36,838 shares; 2020Q3: 37,078 shares; 2020Q4: 36,563 shares; 2021Q1: 36,553 shares; 2021Q2: 35,863 shares; 2021Q3: 35,818 shares; 2021Q4: 35,638 shares 35,638 $6.19M 1.82% -180 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,930 shares; 2020Q2: 28,481 shares; 2020Q3: 28,461 shares; 2020Q4: 28,191 shares; 2021Q1: 28,151 shares; 2021Q2: 27,931 shares; 2021Q3: 27,926 shares; 2021Q4: 27,711 shares 27,711 $6.1M 1.79% -215 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 26,692 shares; 2020Q2: 26,178 shares; 2020Q3: 26,110 shares; 2020Q4: 25,643 shares; 2021Q1: 25,485 shares; 2021Q2: 25,394 shares; 2021Q3: 25,651 shares; 2021Q4: 25,475 shares 25,475 $6.05M 1.78% -176 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; 2020Q1: 47,162 shares; 2020Q2: 43,812 shares; 2020Q3: 43,659 shares; 2020Q4: 43,133 shares; 2021Q1: 43,277 shares; 2021Q2: 43,303 shares; 2021Q3: 43,602 shares; 2021Q4: 43,845 shares 43,845 $5.93M 1.74% +243 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 32,182 shares; 2020Q2: 31,540 shares; 2020Q3: 31,104 shares; 2020Q4: 60,758 shares; 2021Q1: 60,623 shares; 2021Q2: 59,855 shares; 2021Q3: 60,125 shares; 2021Q4: 60,340 shares 60,340 $5.83M 1.71% +215 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 7,402 shares; 2020Q2: 7,294 shares; 2020Q3: 28,796 shares; 2020Q4: 28,756 shares; 2021Q1: 29,126 shares; 2021Q2: 29,396 shares; 2021Q3: 29,896 shares; 2021Q4: 32,407 shares 32,407 $5.75M 1.69% +2,511 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 79,935 shares; 2020Q2: 79,785 shares; 2020Q3: 79,785 shares; 2020Q4: 78,860 shares; 2021Q1: 78,835 shares; 2021Q2: 78,705 shares; 2021Q3: 78,705 shares; 2021Q4: 78,550 shares 78,550 $5.74M 1.69% -155 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; 2020Q1: 82,440 shares; 2020Q2: 81,330 shares; 2020Q3: 81,315 shares; 2020Q4: 81,415 shares; 2021Q1: 81,545 shares; 2021Q2: 80,230 shares; 2021Q3: 79,820 shares; 2021Q4: 80,130 shares 80,130 $5.42M 1.59% +310 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,455 shares; 2020Q2: 6,390 shares; 2020Q3: 6,378 shares; 2020Q4: 6,313 shares; 2021Q1: 6,369 shares; 2021Q2: 6,356 shares; 2021Q3: 6,356 shares; 2021Q4: 6,306 shares 6,306 $5.33M 1.57% -50 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 71,848 shares; 2020Q2: 70,333 shares; 2020Q3: 61,025 shares; 2020Q4: 60,359 shares; 2021Q1: 60,184 shares; 2021Q2: 59,644 shares; 2021Q3: 51,864 shares; 2021Q4: 51,769 shares 51,769 $5.31M 1.56% -95 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 60,941 shares; 2020Q2: 60,421 shares; 2020Q3: 60,011 shares; 2020Q4: 59,816 shares; 2021Q1: 59,496 shares; 2021Q2: 39,925 shares; 2021Q3: 40,200 shares; 2021Q4: 39,895 shares 39,895 $5.3M 1.56% -305 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; 2020Q1: 25,151 shares; 2020Q2: 24,921 shares; 2020Q3: 24,876 shares; 2020Q4: 24,676 shares; 2021Q1: 24,539 shares; 2021Q2: 23,929 shares; 2021Q3: 23,884 shares; 2021Q4: 24,966 shares 24,966 $5.21M 1.53% +1,082 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; 2020Q1: 50,826 shares; 2020Q2: 50,576 shares; 2020Q3: 51,366 shares; 2020Q4: 51,581 shares; 2021Q1: 51,472 shares; 2021Q2: 50,297 shares; 2021Q3: 50,147 shares; 2021Q4: 50,127 shares 50,127 $5.17M 1.52% -20 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 90,023 shares; 2020Q2: 88,758 shares; 2020Q3: 88,503 shares; 2020Q4: 87,968 shares; 2021Q1: 87,623 shares; 2021Q2: 86,623 shares; 2021Q3: 87,388 shares; 2021Q4: 86,963 shares 86,963 $5.05M 1.49% -425 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 92,348 shares; 2020Q2: 85,151 shares; 2020Q3: 85,201 shares; 2020Q4: 84,771 shares; 2021Q1: 84,636 shares; 2021Q2: 84,086 shares; 2021Q3: 84,086 shares; 2021Q4: 83,879 shares 83,879 $4.92M 1.45% -207 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 41,088 shares; 2020Q2: 40,460 shares; 2020Q3: 41,010 shares; 2020Q4: 42,270 shares; 2021Q1: 42,409 shares; 2021Q2: 42,199 shares; 2021Q3: 43,857 shares; 2021Q4: 45,025 shares 45,025 $4.91M 1.45% +1,168 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; 2020Q1: 34,843 shares; 2020Q2: 59,540 shares; 2020Q3: 74,604 shares; 2020Q4: 76,484 shares; 2021Q1: 77,379 shares; 2021Q2: 75,064 shares; 2021Q3: 75,879 shares; 2021Q4: 78,305 shares 78,305 $4.07M 1.2% +2,426 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; 2020Q1: 50,336 shares; 2020Q2: 49,629 shares; 2020Q3: 49,684 shares; 2020Q4: 50,131 shares; 2021Q1: 50,219 shares; 2021Q2: 49,259 shares; 2021Q3: 49,004 shares; 2021Q4: 50,295 shares 50,295 $3.95M 1.16% +1,291 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; 2020Q1: not reported; 2020Q2: 5,396 shares; 2020Q3: 14,358 shares; 2020Q4: 16,828 shares; 2021Q1: 16,977 shares; 2021Q2: 16,762 shares; 2021Q3: 16,714 shares; 2021Q4: 17,009 shares 17,009 $3.63M 1.07% +295 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 17,026 shares; 2020Q2: 17,026 shares; 2020Q3: 17,026 shares; 2020Q4: 17,026 shares; 2021Q1: 16,526 shares; 2021Q2: 15,726 shares; 2021Q3: 15,562 shares; 2021Q4: 16,215 shares 16,215 $3.51M 1.03% +653 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; 2020Q1: 145,015 shares; 2020Q2: 144,280 shares; 2020Q3: 130,830 shares; 2020Q4: 209,260 shares; 2021Q1: 211,015 shares; 2021Q2: 205,370 shares; 2021Q3: 208,320 shares; 2021Q4: 211,155 shares 211,155 $3.35M 0.99% +2,835 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; 2020Q1: not reported; 2020Q2: 15,915 shares; 2020Q3: 32,895 shares; 2020Q4: 34,674 shares; 2021Q1: 35,394 shares; 2021Q2: 35,369 shares; 2021Q3: 36,069 shares; 2021Q4: 36,374 shares 36,374 $3.24M 0.95% +305 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 46,130 shares; 2021Q2: 56,195 shares; 2021Q3: 56,480 shares; 2021Q4: 51,920 shares 51,920 $3.22M 0.95% -4,560 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; 2020Q1: 56,750 shares; 2020Q2: 55,750 shares; 2020Q3: 56,200 shares; 2020Q4: 60,784 shares; 2021Q1: 61,364 shares; 2021Q2: 59,994 shares; 2021Q3: 60,084 shares; 2021Q4: 59,599 shares 59,599 $3.21M 0.94% -485 CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,128 shares; 2020Q2: 24,628 shares; 2020Q3: 23,338 shares; 2020Q4: 26,422 shares; 2021Q1: 26,080 shares; 2021Q2: 25,175 shares; 2021Q3: 25,655 shares; 2021Q4: 25,705 shares 25,705 $3.02M 0.89% +50 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 10,555 shares; 2020Q4: 12,385 shares; 2021Q1: 12,920 shares; 2021Q2: 12,720 shares; 2021Q3: 13,270 shares; 2021Q4: 13,260 shares 13,260 $2.77M 0.81% -10 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,100 shares; 2020Q2: 6,100 shares; 2020Q3: 6,100 shares; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 28,395 shares; 2021Q3: 29,375 shares; 2021Q4: 30,305 shares 30,305 $2.64M 0.78% +930 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 37,345 shares; 2020Q2: 37,345 shares; 2020Q3: 37,345 shares; 2020Q4: 37,345 shares; 2021Q1: 36,745 shares; 2021Q2: 35,395 shares; 2021Q3: 36,195 shares; 2021Q4: 36,195 shares 36,195 $2.62M 0.77% 0 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; 2020Q1: 647 shares; 2020Q2: 649 shares; 2020Q3: 649 shares; 2020Q4: 649 shares; 2021Q1: 667 shares; 2021Q2: 671 shares; 2021Q3: 718 shares; 2021Q4: 760 shares 760 $2.53M 0.75% +42 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 36,040 shares; 2020Q2: 35,160 shares; 2020Q3: 35,060 shares; 2020Q4: 36,810 shares; 2021Q1: 36,535 shares; 2021Q2: 36,035 shares; 2021Q3: 34,995 shares; 2021Q4: 34,795 shares 34,795 $2.51M 0.74% -200 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 153,884 shares; 2021Q1: 156,642 shares; 2021Q2: 154,781 shares; 2021Q3: 163,719 shares; 2021Q4: 179,750 shares 179,750 $2.43M 0.72% +16,031 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; 2020Q1: 21,035 shares; 2020Q2: 21,035 shares; 2020Q3: 21,035 shares; 2020Q4: 19,642 shares; 2021Q1: 19,329 shares; 2021Q2: 18,429 shares; 2021Q3: 18,908 shares; 2021Q4: 18,908 shares 18,908 $2.05M 0.6% 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; 2020Q1: 22,148 shares; 2020Q2: 21,999 shares; 2020Q3: 21,807 shares; 2020Q4: 26,277 shares; 2021Q1: 25,519 shares; 2021Q2: 24,949 shares; 2021Q3: 26,177 shares; 2021Q4: 27,157 shares 27,157 $1.97M 0.58% +980 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,567 shares; 2020Q2: 5,567 shares; 2020Q3: 5,567 shares; 2020Q4: 5,467 shares; 2021Q1: 4,517 shares; 2021Q2: 4,517 shares; 2021Q3: 4,517 shares; 2021Q4: 5,203 shares 5,203 $1.87M 0.55% +686 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 13,173 shares; 2020Q2: 13,173 shares; 2020Q3: 13,173 shares; 2020Q4: 13,173 shares; 2021Q1: 13,173 shares; 2021Q2: 13,173 shares; 2021Q3: 13,173 shares; 2021Q4: 13,173 shares 13,173 $1.8M 0.53% 0 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 558 shares; 2020Q2: 558 shares; 2020Q3: 558 shares; 2020Q4: 533 shares; 2021Q1: 533 shares; 2021Q2: 533 shares; 2021Q3: 533 shares; 2021Q4: 533 shares 533 $1.54M 0.45% 0 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; 2020Q1: 15,152 shares; 2020Q2: 15,439 shares; 2020Q3: 16,364 shares; 2020Q4: 17,017 shares; 2021Q1: 17,362 shares; 2021Q2: 17,637 shares; 2021Q3: 17,760 shares; 2021Q4: 17,689 shares 17,689 $1.42M 0.42% -71 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; 2020Q1: not reported; 2020Q2: 1,244 shares; 2020Q3: 1,634 shares; 2020Q4: 3,366 shares; 2021Q1: 3,471 shares; 2021Q2: 3,571 shares; 2021Q3: 3,581 shares; 2021Q4: 3,743 shares 3,743 $1.26M 0.37% +162 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; 2020Q1: 7,882 shares; 2020Q2: 7,598 shares; 2020Q3: 7,598 shares; 2020Q4: 7,598 shares; 2021Q1: 7,598 shares; 2021Q2: 7,598 shares; 2021Q3: 7,598 shares; 2021Q4: 7,698 shares 7,698 $1.26M 0.37% +100 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 18,226 shares; 2020Q2: 18,842 shares; 2020Q3: 21,602 shares; 2020Q4: 23,322 shares; 2021Q1: 23,979 shares; 2021Q2: 24,465 shares; 2021Q3: 24,731 shares; 2021Q4: 24,549 shares 24,549 $1.25M 0.37% -182 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; 2020Q1: 2,671 shares; 2020Q2: 2,717 shares; 2020Q3: 2,737 shares; 2020Q4: 2,757 shares; 2021Q1: 2,907 shares; 2021Q2: 2,907 shares; 2021Q3: 2,907 shares; 2021Q4: 2,907 shares 2,907 $1.21M 0.35% 0 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,160 shares; 2020Q2: 6,160 shares; 2020Q3: 6,160 shares; 2020Q4: 6,360 shares; 2021Q1: 6,360 shares; 2021Q2: 6,560 shares; 2021Q3: 6,560 shares; 2021Q4: 6,560 shares 6,560 $1.15M 0.34% 0 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; 2020Q1: 33,630 shares; 2020Q2: 33,515 shares; 2020Q3: 17,410 shares; 2020Q4: 17,105 shares; 2021Q1: 17,080 shares; 2021Q2: 17,080 shares; 2021Q3: 17,080 shares; 2021Q4: 18,260 shares 18,260 $1.12M 0.33% +1,180 Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 53,359 shares; 2020Q2: 25,645 shares; 2020Q3: 25,345 shares; 2020Q4: 24,030 shares; 2021Q1: 23,215 shares; 2021Q2: 22,325 shares; 2021Q3: 21,920 shares; 2021Q4: 21,645 shares 21,645 $1.11M 0.33% -275 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; 2020Q1: 3,521 shares; 2020Q2: 3,546 shares; 2020Q3: 3,546 shares; 2020Q4: 3,426 shares; 2021Q1: 3,426 shares; 2021Q2: 3,426 shares; 2021Q3: 3,426 shares; 2021Q4: 3,426 shares 3,426 $1.02M 0.3% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 17,875 shares; 2021Q3: 17,875 shares; 2021Q4: 17,875 shares 17,875 $963K 0.28% 0 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; 2020Q1: 21,714 shares; 2020Q2: 21,723 shares; 2020Q3: 21,731 shares; 2020Q4: 19,788 shares; 2021Q1: 19,218 shares; 2021Q2: 19,473 shares; 2021Q3: 19,479 shares; 2021Q4: 21,077 shares 21,077 $938K 0.28% +1,598 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,795 shares; 2020Q2: 4,795 shares; 2020Q3: 4,795 shares; 2020Q4: 4,795 shares; 2021Q1: 4,398 shares; 2021Q2: 4,167 shares; 2021Q3: 4,043 shares; 2021Q4: 4,043 shares 4,043 $928K 0.27% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 9,285 shares; 2020Q3: 9,285 shares; 2020Q4: 9,540 shares; 2021Q1: 9,540 shares; 2021Q2: 9,740 shares; 2021Q3: 9,840 shares; 2021Q4: 10,245 shares 10,245 $882K 0.26% +405 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 6,485 shares; 2020Q2: 6,825 shares; 2020Q3: 7,160 shares; 2020Q4: 7,160 shares; 2021Q1: 7,095 shares; 2021Q2: 7,095 shares; 2021Q3: 6,515 shares; 2021Q4: 13,030 shares 13,030 $861K 0.25% +6,515 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 11,680 shares; 2021Q2: 11,680 shares; 2021Q3: 14,820 shares; 2021Q4: 16,805 shares 16,805 $848K 0.25% +1,985 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 25,375 shares; 2020Q2: 23,840 shares; 2020Q3: 24,034 shares; 2020Q4: 23,594 shares; 2021Q1: 23,594 shares; 2021Q2: 22,310 shares; 2021Q3: 21,351 shares; 2021Q4: 21,451 shares 21,451 $838K 0.25% +100 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 28,130 shares; 2020Q2: 32,650 shares; 2020Q3: 32,650 shares; 2020Q4: 32,075 shares; 2021Q1: 32,075 shares; 2021Q2: 32,075 shares; 2021Q3: 32,075 shares; 2021Q4: 31,695 shares 31,695 $837K 0.25% -380 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; 2020Q1: 1,242 shares; 2020Q2: 1,242 shares; 2020Q3: 2,374 shares; 2020Q4: 2,374 shares; 2021Q1: 1,675 shares; 2021Q2: 1,675 shares; 2021Q3: 1,658 shares; 2021Q4: 1,658 shares 1,658 $787K 0.23% 0 Timeline NEAR ISHARES U S ETF TR More: the full row for ISHARES U S ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 9,660 shares; 2020Q4: 10,760 shares; 2021Q1: 10,760 shares; 2021Q2: 12,560 shares; 2021Q3: 13,160 shares; 2021Q4: 15,560 shares 15,560 $777K 0.23% +2,400 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; 2020Q1: 103,007 shares; 2020Q2: 71,557 shares; 2020Q3: 41,766 shares; 2020Q4: 36,971 shares; 2021Q1: 37,521 shares; 2021Q2: 31,721 shares; 2021Q3: 30,821 shares; 2021Q4: 29,821 shares 29,821 $734K 0.22% -1,000 Timeline CFFI C & F FINL CORP More: the full row for C & F FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 11,766 shares; 2020Q2: 13,001 shares; 2020Q3: 13,001 shares; 2020Q4: 13,001 shares; 2021Q1: 13,001 shares; 2021Q2: 13,001 shares; 2021Q3: 13,001 shares; 2021Q4: 13,001 shares 13,001 $666K 0.2% 0 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; 2020Q1: 3,747 shares; 2020Q2: 3,747 shares; 2020Q3: 3,747 shares; 2020Q4: 3,831 shares; 2021Q1: 3,831 shares; 2021Q2: 3,831 shares; 2021Q3: 3,831 shares; 2021Q4: 3,831 shares 3,831 $607K 0.18% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,011 shares; 2020Q2: 4,063 shares; 2020Q3: 4,063 shares; 2020Q4: 4,063 shares; 2021Q1: 4,063 shares; 2021Q2: 4,063 shares; 2021Q3: 4,063 shares; 2021Q4: 4,063 shares 4,063 $588K 0.17% 0 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 14,212 shares; 2020Q2: 14,212 shares; 2020Q3: 14,212 shares; 2020Q4: 14,212 shares; 2021Q1: 14,212 shares; 2021Q2: 14,212 shares; 2021Q3: 14,212 shares; 2021Q4: 14,212 shares 14,212 $585K 0.17% 0 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; 2020Q1: 8,318 shares; 2020Q2: 8,254 shares; 2020Q3: 8,254 shares; 2020Q4: 8,429 shares; 2021Q1: 8,429 shares; 2021Q2: 8,429 shares; 2021Q3: 8,429 shares; 2021Q4: 8,429 shares 8,429 $559K 0.16% 0 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; 2020Q1: 1,969 shares; 2020Q2: 1,998 shares; 2020Q3: 1,998 shares; 2020Q4: 2,158 shares; 2021Q1: 2,158 shares; 2021Q2: 2,158 shares; 2021Q3: 2,158 shares; 2021Q4: 2,158 shares 2,158 $532K 0.16% 0 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,300 shares; 2020Q2: 2,800 shares; 2020Q3: 2,800 shares; 2020Q4: 2,800 shares; 2021Q1: 2,800 shares; 2021Q2: 2,800 shares; 2021Q3: 2,800 shares; 2021Q4: 2,800 shares 2,800 $528K 0.16% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 2,200 shares; 2020Q2: 1,950 shares; 2020Q3: 1,950 shares; 2020Q4: 1,950 shares; 2021Q1: 1,950 shares; 2021Q2: 1,950 shares; 2021Q3: 1,950 shares; 2021Q4: 1,950 shares 1,950 $523K 0.15% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 4,025 shares; 2020Q2: 4,025 shares; 2020Q3: 4,025 shares; 2020Q4: 4,025 shares; 2021Q1: 4,025 shares; 2021Q2: 4,000 shares; 2021Q3: 4,000 shares; 2021Q4: 4,000 shares 4,000 $521K 0.15% 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; 2020Q1: 14,986 shares; 2020Q2: 15,536 shares; 2020Q3: 16,006 shares; 2020Q4: 16,006 shares; 2021Q1: 15,866 shares; 2021Q2: 15,866 shares; 2021Q3: 15,857 shares; 2021Q4: 15,857 shares 15,857 $521K 0.15% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 12,290 shares; 2020Q2: 18,630 shares; 2020Q3: 18,630 shares; 2020Q4: 18,630 shares; 2021Q1: 18,630 shares; 2021Q2: 18,630 shares; 2021Q3: 18,630 shares; 2021Q4: 18,630 shares 18,630 $478K 0.14% 0 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; 2020Q1: 2,003 shares; 2020Q2: 2,003 shares; 2020Q3: 2,003 shares; 2020Q4: 2,003 shares; 2021Q1: 2,003 shares; 2021Q2: 2,003 shares; 2021Q3: 2,003 shares; 2021Q4: 2,003 shares 2,003 $472K 0.14% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,936 shares; 2020Q2: 1,936 shares; 2020Q3: 1,936 shares; 2020Q4: 2,036 shares; 2021Q1: 2,036 shares; 2021Q2: 2,066 shares; 2021Q3: 2,066 shares; 2021Q4: 2,066 shares 2,066 $465K 0.14% 0 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 4,855 shares 4,855 $448K 0.13% new Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 5,985 shares; 2021Q4: 8,535 shares 8,535 $436K 0.13% +2,550 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 1,916 shares; 2020Q2: 1,716 shares; 2020Q3: 1,716 shares; 2020Q4: 1,716 shares; 2021Q1: 1,716 shares; 2021Q2: 1,716 shares; 2021Q3: 1,716 shares; 2021Q4: 1,716 shares 1,716 $424K 0.12% 0 Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 5,538 shares 5,538 $398K 0.12% new 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; 2020Q1: not reported; 2020Q2: 850 shares; 2020Q3: 850 shares; 2020Q4: 850 shares; 2021Q1: 850 shares; 2021Q2: 850 shares; 2021Q3: 850 shares; 2021Q4: 850 shares 850 $389K 0.11% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,508 shares; 2020Q4: 2,933 shares; 2021Q1: 3,308 shares; 2021Q2: 3,408 shares; 2021Q3: 3,408 shares; 2021Q4: 3,408 shares 3,408 $388K 0.11% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 3,650 shares; 2020Q2: 3,650 shares; 2020Q3: 3,650 shares; 2020Q4: 3,650 shares; 2021Q1: 3,650 shares; 2021Q2: 3,725 shares; 2021Q3: 3,725 shares; 2021Q4: 3,725 shares 3,725 $385K 0.11% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,333 shares; 2021Q1: 3,630 shares; 2021Q2: 3,630 shares; 2021Q3: 3,630 shares; 2021Q4: 3,830 shares 3,830 $376K 0.11% +200 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 9,688 shares; 2020Q2: 9,688 shares; 2020Q3: 9,688 shares; 2020Q4: 8,300 shares; 2021Q1: 6,300 shares; 2021Q2: 6,300 shares; 2021Q3: 6,300 shares; 2021Q4: 6,300 shares 6,300 $368K 0.11% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,763 shares; 2021Q1: 1,763 shares; 2021Q2: 1,763 shares; 2021Q3: 1,763 shares; 2021Q4: 1,763 shares 1,763 $364K 0.11% 0 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 10,169 shares; 2020Q2: 31,259 shares; 2020Q3: 8,089 shares; 2020Q4: 7,889 shares; 2021Q1: 5,639 shares; 2021Q2: 5,639 shares; 2021Q3: 5,639 shares; 2021Q4: 6,989 shares 6,989 $360K 0.11% +1,350 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 7,660 shares; 2021Q1: 7,795 shares; 2021Q2: 7,795 shares; 2021Q3: 9,515 shares; 2021Q4: 9,565 shares 9,565 $353K 0.1% +50 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: 5,305 shares; 2020Q2: 5,305 shares; 2020Q3: 5,305 shares; 2020Q4: 5,305 shares; 2021Q1: 5,305 shares; 2021Q2: 5,305 shares; 2021Q3: 5,305 shares; 2021Q4: 5,305 shares 5,305 $353K 0.1% 0 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; 2020Q1: 6,168 shares; 2020Q2: 5,897 shares; 2020Q3: 5,897 shares; 2020Q4: 5,697 shares; 2021Q1: 5,697 shares; 2021Q2: 5,697 shares; 2021Q3: 5,697 shares; 2021Q4: 7,197 shares 7,197 $341K 0.1% +1,500 Timeline BARRICK GOLD CORP BARRICK GOLD CORP More: the full row for BARRICK GOLD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 17,715 shares 17,715 $337K 0.1% new MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 1,926 shares; 2020Q3: 1,926 shares; 2020Q4: 1,926 shares; 2021Q1: 1,926 shares; 2021Q2: 1,926 shares; 2021Q3: 1,926 shares; 2021Q4: 1,926 shares 1,926 $335K 0.1% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,249 shares; 2020Q4: 1,249 shares; 2021Q1: 1,249 shares; 2021Q2: 1,249 shares; 2021Q3: 1,249 shares; 2021Q4: 1,249 shares 1,249 $323K 0.1% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 664 shares; 2020Q4: 664 shares; 2021Q1: 639 shares; 2021Q2: 639 shares; 2021Q3: 639 shares; 2021Q4: 639 shares 639 $321K 0.09% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 5,750 shares; 2020Q3: 5,750 shares; 2020Q4: 5,700 shares; 2021Q1: 5,700 shares; 2021Q2: 5,700 shares; 2021Q3: 5,700 shares; 2021Q4: 5,700 shares 5,700 $320K 0.09% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,772 shares; 2021Q3: 2,852 shares; 2021Q4: 3,028 shares 3,028 $310K 0.09% +176 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 2,185 shares 2,185 $296K 0.09% new Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 827 shares; 2021Q1: 827 shares; 2021Q2: 827 shares; 2021Q3: 827 shares; 2021Q4: 827 shares 827 $286K 0.08% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 475 shares; 2021Q4: 475 shares 475 $270K 0.08% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 195 shares; 2021Q1: 210 shares; 2021Q2: 214 shares; 2021Q3: 214 shares; 2021Q4: 214 shares 214 $264K 0.08% 0 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: 1,166 shares; 2020Q3: 1,166 shares; 2020Q4: 1,166 shares; 2021Q1: 1,166 shares; 2021Q2: 1,166 shares; 2021Q3: 1,166 shares; 2021Q4: 1,166 shares 1,166 $254K 0.07% 0 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 3,250 shares 3,250 $249K 0.07% 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,750 shares; 2021Q2: 1,750 shares; 2021Q3: 1,750 shares; 2021Q4: 1,750 shares 1,750 $247K 0.07% 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; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 6,235 shares 6,235 $234K 0.07% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 818 shares; 2021Q2: 818 shares; 2021Q3: 820 shares; 2021Q4: 820 shares 820 $232K 0.07% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 435 shares; 2021Q4: 435 shares 435 $230K 0.07% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 900 shares 900 $227K 0.07% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: 750 shares; 2021Q4: 750 shares 750 $225K 0.07% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 800 shares; 2021Q1: 800 shares; 2021Q2: 800 shares; 2021Q3: 800 shares; 2021Q4: 800 shares 800 $213K 0.06% 0 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: not reported; 2021Q3: not reported; 2021Q4: 719 shares 719 $210K 0.06% new Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,768 shares; 2021Q2: 1,768 shares; 2021Q3: 1,768 shares; 2021Q4: 1,768 shares 1,768 $208K 0.06% 0 Timeline