AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 43,065 shares; 2019Q3: 41,070 shares; 2019Q4: 39,371 shares; 2020Q1: 43,188 shares; 2020Q2: 41,458 shares; 2020Q3: 165,572 shares; 2020Q4: 164,311 shares; 2021Q1: 165,115 shares 165,115 $20.2M 5.39% +804 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 129,344 shares; 2019Q3: 129,252 shares; 2019Q4: 120,005 shares; 2020Q1: 119,984 shares; 2020Q2: 119,651 shares; 2020Q3: 119,771 shares; 2020Q4: 119,321 shares; 2021Q1: 119,313 shares 119,313 $16.2M 4.3% -8 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 93,391 shares; 2019Q3: 95,141 shares; 2019Q4: 94,615 shares; 2020Q1: 93,911 shares; 2020Q2: 98,532 shares; 2020Q3: 98,797 shares; 2020Q4: 97,847 shares; 2021Q1: 96,129 shares 96,129 $15.8M 4.2% -1,718 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 20,442 shares; 2019Q3: 20,454 shares; 2019Q4: 20,359 shares; 2020Q1: 27,294 shares; 2020Q2: 27,294 shares; 2020Q3: 27,259 shares; 2020Q4: 27,187 shares; 2021Q1: 27,177 shares 27,177 $14.2M 3.77% -10 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 42,466 shares; 2019Q3: 42,468 shares; 2019Q4: 42,420 shares; 2020Q1: 44,115 shares; 2020Q2: 52,325 shares; 2020Q3: 51,632 shares; 2020Q4: 51,515 shares; 2021Q1: 51,825 shares 51,825 $12.2M 3.25% +310 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 93,192 shares; 2019Q3: 92,591 shares; 2019Q4: 96,123 shares; 2020Q1: 96,063 shares; 2020Q2: 98,551 shares; 2020Q3: 98,570 shares; 2020Q4: 97,306 shares; 2021Q1: 97,466 shares 97,466 $10.5M 2.81% +160 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,088 shares; 2019Q3: 2,069 shares; 2019Q4: 2,054 shares; 2020Q1: 3,046 shares; 2020Q2: 3,000 shares; 2020Q3: 3,036 shares; 2020Q4: 3,046 shares; 2021Q1: 3,064 shares 3,064 $9.48M 2.52% +18 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 61,792 shares; 2019Q3: 61,792 shares; 2019Q4: 61,532 shares; 2020Q1: 61,776 shares; 2020Q2: 63,434 shares; 2020Q3: 63,109 shares; 2020Q4: 63,209 shares; 2021Q1: 62,447 shares 62,447 $7.48M 1.99% -762 Timeline GPK GRAPHIC PACKAGING HLDG CO More: the full row for GRAPHIC PACKAGING HLDG CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 197,750 shares; 2019Q3: 197,750 shares; 2019Q4: 197,750 shares; 2020Q1: 204,550 shares; 2020Q2: 402,300 shares; 2020Q3: 402,300 shares; 2020Q4: 402,300 shares; 2021Q1: 402,300 shares 402,300 $7.34M 1.95% 0 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 25,788 shares; 2019Q3: 24,655 shares; 2019Q4: 24,020 shares; 2020Q1: 24,187 shares; 2020Q2: 23,706 shares; 2020Q3: 23,671 shares; 2020Q4: 23,529 shares; 2021Q1: 23,602 shares 23,602 $7.2M 1.92% +73 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 35,639 shares; 2019Q3: 35,639 shares; 2019Q4: 35,707 shares; 2020Q1: 35,688 shares; 2020Q2: 35,690 shares; 2020Q3: 35,211 shares; 2020Q4: 35,212 shares; 2021Q1: 35,272 shares 35,272 $6.8M 1.81% +60 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 115,662 shares; 2020Q1: 115,664 shares; 2020Q2: 115,666 shares; 2020Q3: 115,473 shares; 2020Q4: 115,455 shares; 2021Q1: 115,456 shares 115,456 $6.73M 1.79% +1 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,036 shares; 2019Q3: 14,231 shares; 2019Q4: 14,435 shares; 2020Q1: 16,020 shares; 2020Q2: 17,303 shares; 2020Q3: 17,386 shares; 2020Q4: 16,832 shares; 2021Q1: 16,783 shares 16,783 $6.67M 1.77% -49 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,496 shares; 2019Q3: 23,646 shares; 2019Q4: 23,758 shares; 2020Q1: 24,668 shares; 2020Q2: 27,185 shares; 2020Q3: 27,240 shares; 2020Q4: 26,157 shares; 2021Q1: 26,067 shares 26,067 $6.66M 1.77% -90 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,937 shares; 2019Q3: 12,398 shares; 2019Q4: 12,765 shares; 2020Q1: 16,431 shares; 2020Q2: 17,065 shares; 2020Q3: 17,993 shares; 2020Q4: 17,938 shares; 2021Q1: 18,236 shares 18,236 $5.83M 1.55% +298 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 137,211 shares; 2019Q3: 137,119 shares; 2019Q4: 136,927 shares; 2020Q1: 137,336 shares; 2020Q2: 148,454 shares; 2020Q3: 155,430 shares; 2020Q4: 159,707 shares; 2021Q1: 159,882 shares 159,882 $5.79M 1.54% +175 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 68,460 shares; 2019Q3: 68,560 shares; 2019Q4: 68,518 shares; 2020Q1: 68,478 shares; 2020Q2: 67,496 shares; 2020Q3: 67,497 shares; 2020Q4: 67,499 shares; 2021Q1: 62,889 shares 62,889 $5.67M 1.51% -4,610 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 21,080 shares; 2019Q3: 20,918 shares; 2019Q4: 21,090 shares; 2020Q1: 23,952 shares; 2020Q2: 23,345 shares; 2020Q3: 23,216 shares; 2020Q4: 23,234 shares; 2021Q1: 23,200 shares 23,200 $5.13M 1.36% -34 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 93,759 shares; 2019Q3: 93,659 shares; 2019Q4: 93,559 shares; 2020Q1: 93,559 shares; 2020Q2: 93,339 shares; 2020Q3: 90,314 shares; 2020Q4: 90,014 shares; 2021Q1: 90,014 shares 90,014 $4.94M 1.31% 0 V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 17,234 shares; 2019Q3: 17,034 shares; 2019Q4: 17,034 shares; 2020Q1: 23,132 shares; 2020Q2: 23,168 shares; 2020Q3: 23,016 shares; 2020Q4: 22,802 shares; 2021Q1: 22,989 shares 22,989 $4.87M 1.29% +187 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,959 shares; 2019Q3: 20,784 shares; 2019Q4: 20,634 shares; 2020Q1: 19,609 shares; 2020Q2: 17,981 shares; 2020Q3: 17,671 shares; 2020Q4: 16,902 shares; 2021Q1: 16,855 shares 16,855 $4.8M 1.28% -47 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 88,117 shares; 2019Q3: 87,905 shares; 2019Q4: 87,920 shares; 2020Q1: 87,160 shares; 2020Q2: 93,086 shares; 2020Q3: 93,093 shares; 2020Q4: 93,104 shares; 2021Q1: 90,035 shares 90,035 $4.78M 1.27% -3,069 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 19,893 shares; 2019Q3: 19,993 shares; 2019Q4: 19,993 shares; 2020Q1: 20,055 shares; 2020Q2: 20,375 shares; 2020Q3: 20,250 shares; 2020Q4: 17,875 shares; 2021Q1: 17,880 shares 17,880 $4.34M 1.16% +5 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,894 shares; 2019Q3: 18,894 shares; 2019Q4: 18,873 shares; 2020Q1: 18,488 shares; 2020Q2: 17,745 shares; 2020Q3: 17,745 shares; 2020Q4: 17,289 shares; 2021Q1: 17,353 shares 17,353 $3.86M 1.03% +64 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 19,401 shares; 2019Q3: 19,828 shares; 2019Q4: 20,253 shares; 2020Q1: 21,803 shares; 2020Q2: 21,359 shares; 2020Q3: 20,231 shares; 2020Q4: 20,085 shares; 2021Q1: 20,110 shares 20,110 $3.71M 0.99% +25 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,337 shares; 2019Q3: 1,327 shares; 2019Q4: 1,314 shares; 2020Q1: 1,551 shares; 2020Q2: 1,590 shares; 2020Q3: 1,715 shares; 2020Q4: 1,650 shares; 2021Q1: 1,664 shares 1,664 $3.43M 0.91% +14 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,279 shares; 2019Q3: 8,237 shares; 2019Q4: 8,240 shares; 2020Q1: 8,240 shares; 2020Q2: 8,280 shares; 2020Q3: 8,268 shares; 2020Q4: 8,489 shares; 2021Q1: 8,504 shares 8,504 $3.38M 0.9% +15 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 19,584 shares; 2019Q3: 19,785 shares; 2019Q4: 19,235 shares; 2020Q1: 19,895 shares; 2020Q2: 24,341 shares; 2020Q3: 24,557 shares; 2020Q4: 24,557 shares; 2021Q1: 24,599 shares 24,599 $3.34M 0.89% +42 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 45,238 shares; 2019Q3: 45,638 shares; 2019Q4: 47,824 shares; 2020Q1: 48,180 shares; 2020Q2: 47,233 shares; 2020Q3: 47,002 shares; 2020Q4: 47,003 shares; 2021Q1: 47,050 shares 47,050 $2.99M 0.8% +47 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 73,326 shares; 2019Q3: 73,527 shares; 2019Q4: 72,028 shares; 2020Q1: 70,130 shares; 2020Q2: 79,387 shares; 2020Q3: 77,151 shares; 2020Q4: 77,053 shares; 2021Q1: 76,110 shares 76,110 $2.94M 0.78% -943 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,247 shares; 2019Q3: 22,994 shares; 2019Q4: 22,908 shares; 2020Q1: 22,838 shares; 2020Q2: 21,117 shares; 2020Q3: 21,100 shares; 2020Q4: 21,001 shares; 2021Q1: 20,810 shares 20,810 $2.94M 0.78% -191 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,015 shares; 2019Q3: 13,915 shares; 2019Q4: 13,915 shares; 2020Q1: 13,915 shares; 2020Q2: 13,991 shares; 2020Q3: 13,957 shares; 2020Q4: 13,407 shares; 2021Q1: 13,407 shares 13,407 $2.91M 0.77% 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; 2019Q2: 32,417 shares; 2019Q3: 32,417 shares; 2019Q4: 32,417 shares; 2020Q1: 31,917 shares; 2020Q2: 37,521 shares; 2020Q3: 37,274 shares; 2020Q4: 36,965 shares; 2021Q1: 37,015 shares 37,015 $2.88M 0.77% +50 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,533 shares; 2019Q3: 9,260 shares; 2019Q4: 9,947 shares; 2020Q1: 10,025 shares; 2020Q2: 10,402 shares; 2020Q3: 8,920 shares; 2020Q4: 35,849 shares; 2021Q1: 35,872 shares 35,872 $2.71M 0.72% +23 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,340 shares; 2019Q3: 6,132 shares; 2019Q4: 6,113 shares; 2020Q1: 7,141 shares; 2020Q2: 7,224 shares; 2020Q3: 7,174 shares; 2020Q4: 7,070 shares; 2021Q1: 7,045 shares 7,045 $2.48M 0.66% -25 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 56,922 shares; 2019Q3: 54,848 shares; 2019Q4: 53,742 shares; 2020Q1: 49,807 shares; 2020Q2: 47,652 shares; 2020Q3: 45,707 shares; 2020Q4: 45,531 shares; 2021Q1: 43,440 shares 43,440 $2.42M 0.65% -2,091 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; 2019Q2: 12,565 shares; 2019Q3: 12,316 shares; 2019Q4: 12,726 shares; 2020Q1: 12,220 shares; 2020Q2: 11,376 shares; 2020Q3: 11,312 shares; 2020Q4: 10,778 shares; 2021Q1: 10,773 shares 10,773 $2.23M 0.59% -5 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,197 shares; 2019Q3: 4,197 shares; 2019Q4: 4,197 shares; 2020Q1: 4,390 shares; 2020Q2: 6,328 shares; 2020Q3: 6,358 shares; 2020Q4: 5,806 shares; 2021Q1: 5,806 shares 5,806 $2.07M 0.55% 0 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,040 shares; 2019Q3: 6,718 shares; 2019Q4: 6,468 shares; 2020Q1: 7,927 shares; 2020Q2: 7,249 shares; 2020Q3: 7,198 shares; 2020Q4: 6,982 shares; 2021Q1: 6,743 shares 6,743 $1.99M 0.53% -239 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,024 shares; 2019Q3: 1,024 shares; 2019Q4: 1,024 shares; 2020Q1: 1,122 shares; 2020Q2: 1,184 shares; 2020Q3: 1,023 shares; 2020Q4: 923 shares; 2021Q1: 933 shares 933 $1.93M 0.51% +10 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,360 shares; 2019Q3: 18,360 shares; 2019Q4: 18,362 shares; 2020Q1: 26,202 shares; 2020Q2: 26,205 shares; 2020Q3: 26,206 shares; 2020Q4: 25,747 shares; 2021Q1: 25,747 shares 25,747 $1.9M 0.51% 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; 2019Q2: 30,703 shares; 2019Q3: 31,430 shares; 2019Q4: 31,603 shares; 2020Q1: 36,412 shares; 2020Q2: 39,616 shares; 2020Q3: 39,490 shares; 2020Q4: 31,281 shares; 2021Q1: 31,031 shares 31,031 $1.8M 0.48% -250 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,600 shares; 2019Q3: 5,600 shares; 2019Q4: 5,592 shares; 2020Q1: 5,592 shares; 2020Q2: 4,983 shares; 2020Q3: 4,955 shares; 2020Q4: 4,821 shares; 2021Q1: 4,971 shares 4,971 $1.78M 0.47% +150 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 48,784 shares; 2019Q3: 46,309 shares; 2019Q4: 46,309 shares; 2020Q1: 44,809 shares; 2020Q2: 42,289 shares; 2020Q3: 36,119 shares; 2020Q4: 35,469 shares; 2021Q1: 33,619 shares 33,619 $1.69M 0.45% -1,850 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 23,017 shares; 2019Q3: 23,036 shares; 2019Q4: 22,572 shares; 2020Q1: 22,493 shares; 2020Q2: 22,521 shares; 2020Q3: 21,449 shares; 2020Q4: 18,461 shares; 2021Q1: 16,002 shares 16,002 $1.68M 0.45% -2,459 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,310 shares; 2019Q3: 6,297 shares; 2019Q4: 6,307 shares; 2020Q1: 6,492 shares; 2020Q2: 6,534 shares; 2020Q3: 6,356 shares; 2020Q4: 6,369 shares; 2021Q1: 6,370 shares 6,370 $1.66M 0.44% +1 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; 2019Q2: 14,828 shares; 2019Q3: 14,828 shares; 2019Q4: 14,028 shares; 2020Q1: 14,200 shares; 2020Q2: 14,910 shares; 2020Q3: 14,450 shares; 2020Q4: 14,005 shares; 2021Q1: 13,855 shares 13,855 $1.65M 0.44% -150 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,725 shares; 2019Q3: 7,400 shares; 2019Q4: 8,050 shares; 2020Q1: 7,651 shares; 2020Q2: 7,602 shares; 2020Q3: 6,602 shares; 2020Q4: 6,353 shares; 2021Q1: 6,303 shares 6,303 $1.63M 0.43% -50 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,260 shares; 2019Q3: 2,095 shares; 2019Q4: 2,460 shares; 2020Q1: 6,606 shares; 2020Q2: 11,621 shares; 2020Q3: 14,047 shares; 2020Q4: 13,926 shares; 2021Q1: 13,516 shares 13,516 $1.6M 0.43% -410 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 15,632 shares; 2019Q3: 17,598 shares; 2019Q4: 18,401 shares; 2020Q1: 19,460 shares; 2020Q2: 20,434 shares; 2020Q3: 21,502 shares; 2020Q4: 22,818 shares; 2021Q1: 23,310 shares 23,310 $1.59M 0.42% +492 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,716 shares; 2019Q3: 16,717 shares; 2019Q4: 17,653 shares; 2020Q1: 19,989 shares; 2020Q2: 23,620 shares; 2020Q3: 23,922 shares; 2020Q4: 22,422 shares; 2021Q1: 22,423 shares 22,423 $1.57M 0.42% +1 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,950 shares; 2019Q3: 1,950 shares; 2019Q4: 1,950 shares; 2020Q1: 3,260 shares; 2020Q2: 3,260 shares; 2020Q3: 3,260 shares; 2020Q4: 3,035 shares; 2021Q1: 3,035 shares 3,035 $1.56M 0.41% 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; 2019Q2: 6,867 shares; 2019Q3: 6,868 shares; 2019Q4: 6,879 shares; 2020Q1: 7,520 shares; 2020Q2: 8,108 shares; 2020Q3: 8,109 shares; 2020Q4: 7,913 shares; 2021Q1: 6,862 shares 6,862 $1.54M 0.41% -1,051 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,917 shares; 2019Q3: 24,217 shares; 2019Q4: 25,291 shares; 2020Q1: 28,841 shares; 2020Q2: 28,678 shares; 2020Q3: 28,523 shares; 2020Q4: 28,086 shares; 2021Q1: 28,114 shares 28,114 $1.52M 0.4% +28 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,459 shares; 2019Q3: 2,459 shares; 2019Q4: 2,459 shares; 2020Q1: 2,324 shares; 2020Q2: 2,357 shares; 2020Q3: 3,387 shares; 2020Q4: 3,915 shares; 2021Q1: 4,037 shares 4,037 $1.49M 0.4% +122 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,252 shares; 2019Q3: 13,252 shares; 2019Q4: 13,252 shares; 2020Q1: 12,877 shares; 2020Q2: 12,877 shares; 2020Q3: 10,427 shares; 2020Q4: 11,177 shares; 2021Q1: 11,177 shares 11,177 $1.49M 0.4% 0 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,353 shares; 2019Q3: 7,353 shares; 2019Q4: 6,268 shares; 2020Q1: 8,935 shares; 2020Q2: 9,200 shares; 2020Q3: 9,365 shares; 2020Q4: 9,315 shares; 2021Q1: 9,465 shares 9,465 $1.48M 0.39% +150 Timeline TFX TELEFLEX INCORPORATED More: the full row for TELEFLEX INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,500 shares; 2019Q3: 3,500 shares; 2019Q4: 3,500 shares; 2020Q1: 3,500 shares; 2020Q2: 3,512 shares; 2020Q3: 3,500 shares; 2020Q4: 3,500 shares; 2021Q1: 3,500 shares 3,500 $1.45M 0.39% 0 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 12,751 shares; 2019Q3: 12,552 shares; 2019Q4: 11,373 shares; 2020Q1: 11,275 shares; 2020Q2: 11,277 shares; 2020Q3: 11,056 shares; 2020Q4: 10,381 shares; 2021Q1: 10,923 shares 10,923 $1.45M 0.39% +542 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 10,450 shares; 2019Q3: 10,455 shares; 2019Q4: 10,385 shares; 2020Q1: 10,114 shares; 2020Q2: 10,103 shares; 2020Q3: 9,798 shares; 2020Q4: 9,101 shares; 2021Q1: 9,313 shares 9,313 $1.42M 0.38% +212 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 56,042 shares; 2019Q3: 61,777 shares; 2019Q4: 62,146 shares; 2020Q1: 56,516 shares; 2020Q2: 54,476 shares; 2020Q3: 50,102 shares; 2020Q4: 46,850 shares; 2021Q1: 46,727 shares 46,727 $1.41M 0.38% -123 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 21,977 shares; 2019Q3: 22,109 shares; 2019Q4: 22,086 shares; 2020Q1: 21,913 shares; 2020Q2: 23,135 shares; 2020Q3: 22,692 shares; 2020Q4: 21,568 shares; 2021Q1: 21,248 shares 21,248 $1.36M 0.36% -320 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,632 shares; 2019Q3: 11,632 shares; 2019Q4: 11,422 shares; 2020Q1: 13,379 shares; 2020Q2: 16,032 shares; 2020Q3: 16,097 shares; 2020Q4: 16,024 shares; 2021Q1: 15,660 shares 15,660 $1.34M 0.36% -364 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 245 shares; 2020Q3: 1,960 shares; 2020Q4: 1,968 shares; 2021Q1: 1,982 shares 1,982 $1.32M 0.35% +14 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; 2019Q2: 4,864 shares; 2019Q3: 4,659 shares; 2019Q4: 4,511 shares; 2020Q1: 4,595 shares; 2020Q2: 4,936 shares; 2020Q3: 4,512 shares; 2020Q4: 4,667 shares; 2021Q1: 4,764 shares 4,764 $1.32M 0.35% +97 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,840 shares; 2019Q3: 6,768 shares; 2019Q4: 6,749 shares; 2020Q1: 6,749 shares; 2020Q2: 6,574 shares; 2020Q3: 6,049 shares; 2020Q4: 5,874 shares; 2021Q1: 5,999 shares 5,999 $1.27M 0.34% +125 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 3,438 shares; 2020Q2: 5,526 shares; 2020Q3: 5,777 shares; 2020Q4: 5,917 shares; 2021Q1: 5,918 shares 5,918 $1.27M 0.34% +1 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 30,823 shares; 2019Q3: 30,791 shares; 2019Q4: 30,169 shares; 2020Q1: 29,732 shares; 2020Q2: 29,747 shares; 2020Q3: 28,962 shares; 2020Q4: 29,056 shares; 2021Q1: 28,138 shares 28,138 $1.23M 0.33% -918 Timeline KANSAS CITY SOUTHERN KANSAS CITY SOUTHERN More: the full row for KANSAS CITY SOUTHERN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,706 shares; 2019Q3: 6,366 shares; 2019Q4: 6,366 shares; 2020Q1: 6,543 shares; 2020Q2: 4,975 shares; 2020Q3: 4,784 shares; 2020Q4: 4,634 shares; 2021Q1: 4,634 shares 4,634 $1.23M 0.33% 0 SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 47,131 shares; 2019Q3: 46,526 shares; 2019Q4: 46,317 shares; 2020Q1: 45,964 shares; 2020Q2: 45,324 shares; 2020Q3: 46,174 shares; 2020Q4: 44,674 shares; 2021Q1: 44,674 shares 44,674 $1.22M 0.32% 0 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,763 shares; 2019Q3: 16,763 shares; 2019Q4: 16,815 shares; 2020Q1: 17,359 shares; 2020Q2: 17,288 shares; 2020Q3: 17,539 shares; 2020Q4: 16,174 shares; 2021Q1: 15,899 shares 15,899 $1.21M 0.32% -275 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,726 shares; 2019Q3: 6,727 shares; 2019Q4: 6,728 shares; 2020Q1: 6,386 shares; 2020Q2: 5,510 shares; 2020Q3: 5,439 shares; 2020Q4: 5,438 shares; 2021Q1: 5,438 shares 5,438 $1.2M 0.32% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 17,356 shares; 2019Q3: 17,356 shares; 2019Q4: 17,164 shares; 2020Q1: 17,164 shares; 2020Q2: 14,157 shares; 2020Q3: 14,157 shares; 2020Q4: 14,157 shares; 2021Q1: 14,157 shares 14,157 $1.2M 0.32% 0 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,537 shares; 2019Q3: 5,635 shares; 2019Q4: 5,635 shares; 2020Q1: 5,878 shares; 2020Q2: 6,478 shares; 2020Q3: 7,528 shares; 2020Q4: 8,950 shares; 2021Q1: 9,889 shares 9,889 $1.19M 0.32% +939 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,644 shares; 2019Q3: 9,195 shares; 2019Q4: 9,276 shares; 2020Q1: 9,202 shares; 2020Q2: 9,266 shares; 2020Q3: 9,162 shares; 2020Q4: 9,764 shares; 2021Q1: 10,115 shares 10,115 $1.18M 0.31% +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; 2019Q2: 9,179 shares; 2019Q3: 9,179 shares; 2019Q4: 8,229 shares; 2020Q1: 8,229 shares; 2020Q2: 8,229 shares; 2020Q3: 8,229 shares; 2020Q4: 8,280 shares; 2021Q1: 8,280 shares 8,280 $1.16M 0.31% 0 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,258 shares; 2019Q3: 6,258 shares; 2019Q4: 6,258 shares; 2020Q1: 6,299 shares; 2020Q2: 6,299 shares; 2020Q3: 6,299 shares; 2020Q4: 6,299 shares; 2021Q1: 6,299 shares 6,299 $1.16M 0.31% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 27,706 shares; 2019Q3: 27,706 shares; 2019Q4: 26,886 shares; 2020Q1: 26,436 shares; 2020Q2: 25,536 shares; 2020Q3: 25,286 shares; 2020Q4: 23,826 shares; 2021Q1: 23,126 shares 23,126 $1.15M 0.31% -700 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,652 shares; 2019Q3: 8,652 shares; 2019Q4: 8,652 shares; 2020Q1: 8,653 shares; 2020Q2: 8,550 shares; 2020Q3: 8,550 shares; 2020Q4: 8,550 shares; 2021Q1: 8,550 shares 8,550 $1.14M 0.3% 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; 2019Q2: 4,015 shares; 2019Q3: 4,052 shares; 2019Q4: 4,053 shares; 2020Q1: 4,007 shares; 2020Q2: 3,876 shares; 2020Q3: 3,634 shares; 2020Q4: 3,151 shares; 2021Q1: 3,066 shares 3,066 $1.14M 0.3% -85 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 10,743 shares; 2019Q3: 10,796 shares; 2019Q4: 10,539 shares; 2020Q1: 9,308 shares; 2020Q2: 12,648 shares; 2020Q3: 13,486 shares; 2020Q4: 14,644 shares; 2021Q1: 14,712 shares 14,712 $1.11M 0.29% +68 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 21,037 shares; 2019Q3: 20,387 shares; 2019Q4: 20,387 shares; 2020Q1: 18,087 shares; 2020Q2: 18,487 shares; 2020Q3: 18,087 shares; 2020Q4: 11,580 shares; 2021Q1: 11,580 shares 11,580 $1.04M 0.28% 0 Timeline QCLN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,055 shares; 2019Q3: 16,055 shares; 2019Q4: 16,055 shares; 2020Q1: 16,055 shares; 2020Q2: 18,442 shares; 2020Q3: 18,343 shares; 2020Q4: 14,704 shares; 2021Q1: 15,082 shares 15,082 $1.03M 0.28% +378 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 29,765 shares; 2019Q3: 29,765 shares; 2019Q4: 30,890 shares; 2020Q1: 31,885 shares; 2020Q2: 31,604 shares; 2020Q3: 29,254 shares; 2020Q4: 28,404 shares; 2021Q1: 28,404 shares 28,404 $1.03M 0.27% 0 MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 32,268 shares; 2019Q3: 32,268 shares; 2019Q4: 33,210 shares; 2020Q1: 33,310 shares; 2020Q2: 31,660 shares; 2020Q3: 31,160 shares; 2020Q4: 29,366 shares; 2021Q1: 26,193 shares 26,193 $1.02M 0.27% -3,173 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; 2019Q2: 2,861 shares; 2019Q3: 2,865 shares; 2019Q4: 2,918 shares; 2020Q1: 2,643 shares; 2020Q2: 3,427 shares; 2020Q3: 5,557 shares; 2020Q4: 5,840 shares; 2021Q1: 6,854 shares 6,854 $1.01M 0.27% +1,014 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,095 shares; 2019Q3: 7,100 shares; 2019Q4: 7,657 shares; 2020Q1: 7,300 shares; 2020Q2: 7,229 shares; 2020Q3: 10,234 shares; 2020Q4: 10,239 shares; 2021Q1: 10,242 shares 10,242 $996K 0.26% +3 Timeline CGNX COGNEX CORP More: the full row for COGNEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,327 shares; 2019Q3: 6,327 shares; 2019Q4: 6,328 shares; 2020Q1: 12,328 shares; 2020Q2: 12,000 shares; 2020Q3: 12,000 shares; 2020Q4: 12,000 shares; 2021Q1: 12,000 shares 12,000 $996K 0.26% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,923 shares; 2020Q3: 1,820 shares; 2020Q4: 2,060 shares; 2021Q1: 2,135 shares 2,135 $990K 0.26% +75 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 13,016 shares; 2020Q3: 12,477 shares; 2020Q4: 12,479 shares; 2021Q1: 12,514 shares 12,514 $967K 0.26% +35 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,840 shares; 2019Q3: 2,735 shares; 2019Q4: 2,735 shares; 2020Q1: 2,910 shares; 2020Q2: 2,916 shares; 2020Q3: 5,281 shares; 2020Q4: 5,740 shares; 2021Q1: 3,890 shares 3,890 $950K 0.25% -1,850 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 9,563 shares; 2019Q3: 9,392 shares; 2019Q4: 9,667 shares; 2020Q1: 16,132 shares; 2020Q2: 15,861 shares; 2020Q3: 15,817 shares; 2020Q4: 15,764 shares; 2021Q1: 15,626 shares 15,626 $948K 0.25% -138 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; 2019Q2: 1,246 shares; 2019Q3: 1,246 shares; 2019Q4: 1,246 shares; 2020Q1: 2,283 shares; 2020Q2: 2,283 shares; 2020Q3: 2,283 shares; 2020Q4: 3,033 shares; 2021Q1: 3,688 shares 3,688 $941K 0.25% +655 PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,530 shares; 2019Q3: 17,730 shares; 2019Q4: 17,730 shares; 2020Q1: 17,691 shares; 2020Q2: 17,291 shares; 2020Q3: 17,023 shares; 2020Q4: 16,411 shares; 2021Q1: 16,411 shares 16,411 $936K 0.25% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 15,650 shares; 2019Q4: 17,175 shares; 2020Q1: 14,915 shares; 2020Q2: 13,824 shares; 2020Q3: 13,891 shares; 2020Q4: 12,491 shares; 2021Q1: 12,492 shares 12,492 $931K 0.25% +1 Timeline FINX GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 15,745 shares; 2021Q1: 20,970 shares 20,970 $925K 0.25% +5,225 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 19,583 shares; 2019Q3: 19,398 shares; 2019Q4: 18,665 shares; 2020Q1: 18,357 shares; 2020Q2: 17,215 shares; 2020Q3: 17,517 shares; 2020Q4: 17,529 shares; 2021Q1: 17,837 shares 17,837 $922K 0.25% +308 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,221 shares; 2019Q3: 2,456 shares; 2019Q4: 2,456 shares; 2020Q1: 3,061 shares; 2020Q2: 4,175 shares; 2020Q3: 4,145 shares; 2020Q4: 5,320 shares; 2021Q1: 8,320 shares 8,320 $909K 0.24% +3,000 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,785 shares; 2019Q3: 4,110 shares; 2019Q4: 4,095 shares; 2020Q1: 4,070 shares; 2020Q2: 3,720 shares; 2020Q3: 3,675 shares; 2020Q4: 2,725 shares; 2021Q1: 2,725 shares 2,725 $888K 0.24% 0 Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,925 shares; 2019Q3: 5,980 shares; 2019Q4: 5,930 shares; 2020Q1: 5,830 shares; 2020Q2: 5,995 shares; 2020Q3: 6,065 shares; 2020Q4: 6,040 shares; 2021Q1: 5,933 shares 5,933 $875K 0.23% -107 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,745 shares; 2020Q4: 12,700 shares; 2021Q1: 14,210 shares 14,210 $862K 0.23% +1,510 SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 4,390 shares; 2019Q4: 7,515 shares; 2020Q1: 8,916 shares; 2020Q2: 8,832 shares; 2020Q3: 11,717 shares; 2020Q4: 11,819 shares; 2021Q1: 12,319 shares 12,319 $861K 0.23% +500 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,480 shares; 2019Q3: 6,405 shares; 2019Q4: 6,665 shares; 2020Q1: 6,515 shares; 2020Q2: 6,085 shares; 2020Q3: 6,035 shares; 2020Q4: 5,160 shares; 2021Q1: 5,160 shares 5,160 $849K 0.23% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,960 shares; 2019Q3: 3,926 shares; 2019Q4: 3,929 shares; 2020Q1: 3,753 shares; 2020Q2: 3,738 shares; 2020Q3: 3,641 shares; 2020Q4: 3,643 shares; 2021Q1: 3,644 shares 3,644 $845K 0.22% +1 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 6,095 shares 6,095 $843K 0.22% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,739 shares; 2019Q3: 10,089 shares; 2019Q4: 11,614 shares; 2020Q1: 10,859 shares; 2020Q2: 11,059 shares; 2020Q3: 12,269 shares; 2020Q4: 12,879 shares; 2021Q1: 12,964 shares 12,964 $830K 0.22% +85 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,160 shares; 2019Q3: 6,063 shares; 2019Q4: 6,215 shares; 2020Q1: 6,119 shares; 2020Q2: 10,121 shares; 2020Q3: 10,122 shares; 2020Q4: 10,123 shares; 2021Q1: 10,319 shares 10,319 $813K 0.22% +196 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 18,325 shares; 2019Q3: 18,025 shares; 2019Q4: 18,175 shares; 2020Q1: 17,975 shares; 2020Q2: 18,475 shares; 2020Q3: 19,225 shares; 2020Q4: 18,225 shares; 2021Q1: 16,425 shares 16,425 $812K 0.22% -1,800 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; 2019Q2: 8,779 shares; 2019Q3: 9,256 shares; 2019Q4: 9,844 shares; 2020Q1: 9,624 shares; 2020Q2: 8,481 shares; 2020Q3: 6,903 shares; 2020Q4: 6,906 shares; 2021Q1: 6,844 shares 6,844 $808K 0.21% -62 Timeline XBMEX BLACKROCK HEALTH SCIENCES TR More: the full row for BLACKROCK HEALTH SCIENCES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 17,023 shares; 2019Q3: 18,951 shares; 2019Q4: 19,664 shares; 2020Q1: 19,188 shares; 2020Q2: 17,406 shares; 2020Q3: 16,373 shares; 2020Q4: 16,672 shares; 2021Q1: 17,342 shares 17,342 $802K 0.21% +670 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,014 shares; 2019Q3: 13,890 shares; 2019Q4: 14,034 shares; 2020Q1: 10,170 shares; 2020Q2: 7,939 shares; 2020Q3: 7,679 shares; 2020Q4: 7,581 shares; 2021Q1: 10,143 shares 10,143 $792K 0.21% +2,562 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,028 shares; 2019Q3: 2,894 shares; 2019Q4: 3,147 shares; 2020Q1: 2,386 shares; 2020Q2: 3,927 shares; 2020Q3: 3,927 shares; 2020Q4: 3,927 shares; 2021Q1: 3,927 shares 3,927 $768K 0.2% 0 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,000 shares; 2019Q3: 1,000 shares; 2019Q4: 1,000 shares; 2020Q1: 2,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $768K 0.2% 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; 2019Q2: 8,139 shares; 2019Q3: 8,139 shares; 2019Q4: 8,139 shares; 2020Q1: 8,035 shares; 2020Q2: 8,035 shares; 2020Q3: 8,035 shares; 2020Q4: 7,955 shares; 2021Q1: 7,955 shares 7,955 $767K 0.2% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,301 shares; 2019Q3: 12,901 shares; 2019Q4: 13,505 shares; 2020Q1: 13,309 shares; 2020Q2: 13,313 shares; 2020Q3: 14,021 shares; 2020Q4: 12,706 shares; 2021Q1: 12,486 shares 12,486 $764K 0.2% -220 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,461 shares; 2019Q3: 7,661 shares; 2019Q4: 7,561 shares; 2020Q1: 7,027 shares; 2020Q2: 7,027 shares; 2020Q3: 6,827 shares; 2020Q4: 5,628 shares; 2021Q1: 5,643 shares 5,643 $749K 0.2% +15 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; 2019Q2: 3,481 shares; 2019Q3: 3,381 shares; 2019Q4: 3,381 shares; 2020Q1: 4,714 shares; 2020Q2: 3,532 shares; 2020Q3: 3,532 shares; 2020Q4: 3,800 shares; 2021Q1: 4,066 shares 4,066 $747K 0.2% +266 Timeline SPLV 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; 2019Q2: 24,764 shares; 2019Q3: 24,601 shares; 2019Q4: 24,143 shares; 2020Q1: 24,003 shares; 2020Q2: 23,094 shares; 2020Q3: 21,282 shares; 2020Q4: 15,547 shares; 2021Q1: 12,642 shares 12,642 $735K 0.2% -2,905 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,764 shares; 2019Q3: 14,655 shares; 2019Q4: 14,656 shares; 2020Q1: 13,227 shares; 2020Q2: 12,919 shares; 2020Q3: 12,720 shares; 2020Q4: 12,721 shares; 2021Q1: 12,999 shares 12,999 $724K 0.19% +278 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,669 shares; 2019Q3: 10,966 shares; 2019Q4: 10,750 shares; 2020Q1: 10,750 shares; 2020Q2: 10,751 shares; 2020Q3: 10,654 shares; 2020Q4: 9,063 shares; 2021Q1: 8,523 shares 8,523 $721K 0.19% -540 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,060 shares; 2020Q3: 3,300 shares; 2020Q4: 3,610 shares; 2021Q1: 3,610 shares 3,610 $700K 0.19% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,761 shares; 2019Q3: 2,761 shares; 2019Q4: 2,761 shares; 2020Q1: 2,761 shares; 2020Q2: 2,874 shares; 2020Q3: 2,874 shares; 2020Q4: 2,874 shares; 2021Q1: 2,874 shares 2,874 $695K 0.18% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 571 shares; 2021Q1: 605 shares 605 $689K 0.18% +34 Timeline BIP BROOKFIELD INFRASTRUCTURE PA More: the full row for BROOKFIELD INFRASTRUCTURE PA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 12,267 shares; 2019Q3: 12,267 shares; 2019Q4: 12,167 shares; 2020Q1: 12,167 shares; 2020Q2: 12,167 shares; 2020Q3: 12,167 shares; 2020Q4: 12,167 shares; 2021Q1: 12,167 shares 12,167 $648K 0.17% 0 Timeline TOTALENERGIES SE TOTALENERGIES SE More: the full row for TOTALENERGIES SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 24,205 shares; 2019Q3: 23,005 shares; 2019Q4: 20,395 shares; 2020Q1: 18,945 shares; 2020Q2: 18,560 shares; 2020Q3: 14,165 shares; 2020Q4: 13,490 shares; 2021Q1: 13,490 shares 13,490 $638K 0.17% 0 VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 10,891 shares; 2019Q3: 12,925 shares; 2019Q4: 13,051 shares; 2020Q1: 13,089 shares; 2020Q2: 12,484 shares; 2020Q3: 12,485 shares; 2020Q4: 12,099 shares; 2021Q1: 12,072 shares 12,072 $628K 0.17% -27 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,208 shares; 2019Q3: 3,208 shares; 2019Q4: 3,224 shares; 2020Q1: 3,224 shares; 2020Q2: 3,108 shares; 2020Q3: 3,016 shares; 2020Q4: 6,046 shares; 2021Q1: 6,046 shares 6,046 $616K 0.16% 0 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,769 shares; 2020Q4: 9,391 shares; 2021Q1: 9,577 shares 9,577 $612K 0.16% +186 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 925 shares; 2020Q3: 1,035 shares; 2020Q4: 1,025 shares; 2021Q1: 1,025 shares 1,025 $611K 0.16% 0 NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,720 shares; 2020Q3: 4,845 shares; 2020Q4: 4,770 shares; 2021Q1: 4,566 shares 4,566 $608K 0.16% -204 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,356 shares; 2019Q3: 4,357 shares; 2019Q4: 4,359 shares; 2020Q1: 4,360 shares; 2020Q2: 3,362 shares; 2020Q3: 3,325 shares; 2020Q4: 3,201 shares; 2021Q1: 3,203 shares 3,203 $598K 0.16% +2 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,374 shares; 2019Q3: 5,374 shares; 2019Q4: 5,374 shares; 2020Q1: 9,614 shares; 2020Q2: 10,197 shares; 2020Q3: 10,197 shares; 2020Q4: 10,197 shares; 2021Q1: 11,197 shares 11,197 $597K 0.16% +1,000 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 10,539 shares; 2021Q1: 10,539 shares 10,539 $588K 0.16% 0 ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,433 shares; 2019Q3: 3,435 shares; 2019Q4: 3,436 shares; 2020Q1: 3,438 shares; 2020Q2: 3,453 shares; 2020Q3: 3,297 shares; 2020Q4: 2,947 shares; 2021Q1: 3,101 shares 3,101 $587K 0.16% +154 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,325 shares; 2019Q3: 2,325 shares; 2019Q4: 2,325 shares; 2020Q1: not reported; 2020Q2: 3,068 shares; 2020Q3: 3,595 shares; 2020Q4: 3,595 shares; 2021Q1: 3,859 shares 3,859 $579K 0.15% +264 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 11,710 shares; 2019Q3: 11,711 shares; 2019Q4: 11,422 shares; 2020Q1: 10,864 shares; 2020Q2: 10,326 shares; 2020Q3: 8,973 shares; 2020Q4: 7,611 shares; 2021Q1: 6,944 shares 6,944 $566K 0.15% -667 Timeline IYT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,700 shares; 2021Q1: 2,000 shares 2,000 $515K 0.14% +300 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 765 shares; 2019Q3: 757 shares; 2019Q4: 907 shares; 2020Q1: 953 shares; 2020Q2: 1,064 shares; 2020Q3: 1,064 shares; 2020Q4: 999 shares; 2021Q1: 1,059 shares 1,059 $503K 0.13% +60 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,341 shares; 2019Q3: 2,885 shares; 2019Q4: 2,891 shares; 2020Q1: 3,159 shares; 2020Q2: 2,891 shares; 2020Q3: 2,689 shares; 2020Q4: 1,995 shares; 2021Q1: 1,954 shares 1,954 $498K 0.13% -41 Timeline VVV VALVOLINE INC More: the full row for VALVOLINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 13,134 shares; 2020Q4: 15,099 shares; 2021Q1: 19,052 shares 19,052 $497K 0.13% +3,953 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,249 shares; 2020Q3: 7,165 shares; 2020Q4: 7,165 shares; 2021Q1: 7,201 shares 7,201 $493K 0.13% +36 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,585 shares; 2019Q3: 8,585 shares; 2019Q4: 8,585 shares; 2020Q1: 8,585 shares; 2020Q2: 8,310 shares; 2020Q3: 8,264 shares; 2020Q4: 8,064 shares; 2021Q1: 8,064 shares 8,064 $475K 0.13% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 6,354 shares; 2019Q3: 6,088 shares; 2019Q4: 4,913 shares; 2020Q1: 5,033 shares; 2020Q2: 4,377 shares; 2020Q3: 4,087 shares; 2020Q4: 3,447 shares; 2021Q1: 3,812 shares 3,812 $464K 0.12% +365 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,769 shares; 2020Q2: 6,436 shares; 2020Q3: 5,712 shares; 2020Q4: 5,681 shares; 2021Q1: 4,819 shares 4,819 $461K 0.12% -862 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; 2019Q2: 1,004 shares; 2019Q3: 954 shares; 2019Q4: 954 shares; 2020Q1: 510 shares; 2020Q2: 589 shares; 2020Q3: 603 shares; 2020Q4: 603 shares; 2021Q1: 623 shares 623 $460K 0.12% +20 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,254 shares; 2019Q3: 3,254 shares; 2019Q4: 3,274 shares; 2020Q1: 3,274 shares; 2020Q2: 3,299 shares; 2020Q3: 3,211 shares; 2020Q4: 3,221 shares; 2021Q1: 3,221 shares 3,221 $455K 0.12% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,307 shares; 2019Q3: 3,307 shares; 2019Q4: 2,929 shares; 2020Q1: 2,929 shares; 2020Q2: 2,948 shares; 2020Q3: 2,811 shares; 2020Q4: 2,820 shares; 2021Q1: 2,825 shares 2,825 $451K 0.12% +5 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,480 shares; 2020Q3: 3,480 shares; 2020Q4: 3,480 shares; 2021Q1: 3,480 shares 3,480 $447K 0.12% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,365 shares; 2020Q4: 2,425 shares; 2021Q1: 2,425 shares 2,425 $443K 0.12% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 2,063 shares; 2019Q4: 1,966 shares; 2020Q1: not reported; 2020Q2: 2,341 shares; 2020Q3: 2,343 shares; 2020Q4: 2,164 shares; 2021Q1: 2,203 shares 2,203 $436K 0.12% +39 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,372 shares; 2019Q3: 1,372 shares; 2019Q4: 1,378 shares; 2020Q1: 1,378 shares; 2020Q2: 1,383 shares; 2020Q3: 1,385 shares; 2020Q4: 1,387 shares; 2021Q1: 1,387 shares 1,387 $417K 0.11% 0 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; 2019Q2: 5,708 shares; 2019Q3: 5,708 shares; 2019Q4: 5,708 shares; 2020Q1: 5,708 shares; 2020Q2: 5,708 shares; 2020Q3: 5,708 shares; 2020Q4: 5,708 shares; 2021Q1: 5,708 shares 5,708 $416K 0.11% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,228 shares; 2019Q3: 5,228 shares; 2019Q4: 5,228 shares; 2020Q1: 5,228 shares; 2020Q2: 5,228 shares; 2020Q3: 5,114 shares; 2020Q4: 5,114 shares; 2021Q1: 5,190 shares 5,190 $415K 0.11% +76 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,641 shares; 2019Q3: 1,641 shares; 2019Q4: 1,641 shares; 2020Q1: 1,786 shares; 2020Q2: 1,849 shares; 2020Q3: 1,789 shares; 2020Q4: 1,662 shares; 2021Q1: 1,837 shares 1,837 $414K 0.11% +175 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,895 shares; 2020Q3: 9,795 shares; 2020Q4: 9,795 shares; 2021Q1: 9,795 shares 9,795 $414K 0.11% 0 Timeline NERD LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,550 shares; 2020Q2: 11,665 shares; 2020Q3: 11,820 shares; 2020Q4: 11,924 shares; 2021Q1: 12,864 shares 12,864 $410K 0.11% +940 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,860 shares; 2019Q3: 1,860 shares; 2019Q4: 2,390 shares; 2020Q1: 2,296 shares; 2020Q2: 2,296 shares; 2020Q3: 2,297 shares; 2020Q4: 2,300 shares; 2021Q1: 2,310 shares 2,310 $409K 0.11% +10 Timeline STNE STONECO LTD More: the full row for STONECO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,785 shares; 2020Q3: 7,435 shares; 2020Q4: 6,645 shares; 2021Q1: 6,610 shares 6,610 $405K 0.11% -35 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,332 shares; 2019Q3: 5,332 shares; 2019Q4: 5,332 shares; 2020Q1: 5,232 shares; 2020Q2: 5,185 shares; 2020Q3: 5,100 shares; 2020Q4: 5,100 shares; 2021Q1: 5,100 shares 5,100 $404K 0.11% 0 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,644 shares; 2020Q3: 2,644 shares; 2020Q4: 2,644 shares; 2021Q1: 2,644 shares 2,644 $404K 0.11% 0 FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: 5,175 shares; 2019Q4: 7,735 shares; 2020Q1: 7,786 shares; 2020Q2: 8,126 shares; 2020Q3: 7,126 shares; 2020Q4: 7,227 shares; 2021Q1: 9,529 shares 9,529 $395K 0.11% +2,302 Timeline IUSV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 7,698 shares; 2019Q3: 7,812 shares; 2019Q4: 7,826 shares; 2020Q1: 7,826 shares; 2020Q2: 7,844 shares; 2020Q3: 6,816 shares; 2020Q4: 5,523 shares; 2021Q1: 5,713 shares 5,713 $394K 0.1% +190 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,239 shares; 2019Q3: 1,239 shares; 2019Q4: 1,247 shares; 2020Q1: 1,247 shares; 2020Q2: 1,253 shares; 2020Q3: 1,255 shares; 2020Q4: 5,031 shares; 2021Q1: 5,031 shares 5,031 $394K 0.1% 0 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 8,350 shares; 2020Q1: 7,400 shares; 2020Q2: 7,000 shares; 2020Q3: 5,600 shares; 2020Q4: 5,002 shares; 2021Q1: 4,186 shares 4,186 $393K 0.1% -816 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,957 shares; 2020Q3: 1,937 shares; 2020Q4: 1,970 shares; 2021Q1: 2,043 shares 2,043 $388K 0.1% +73 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,200 shares; 2019Q3: 1,200 shares; 2019Q4: 1,200 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,200 shares; 2021Q1: 1,200 shares 1,200 $388K 0.1% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3 shares; 2019Q3: 3 shares; 2019Q4: 3 shares; 2020Q1: 1 shares; 2020Q2: 1 shares; 2020Q3: 1 shares; 2020Q4: 1 shares; 2021Q1: 1 shares 1 $386K 0.1% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,835 shares; 2019Q3: 4,988 shares; 2019Q4: 4,991 shares; 2020Q1: 4,962 shares; 2020Q2: 4,966 shares; 2020Q3: 4,188 shares; 2020Q4: 3,983 shares; 2021Q1: 3,986 shares 3,986 $385K 0.1% +3 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 3,247 shares; 2020Q1: not reported; 2020Q2: 3,820 shares; 2020Q3: 3,820 shares; 2020Q4: 4,330 shares; 2021Q1: 4,331 shares 4,331 $378K 0.1% +1 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 14,220 shares; 2019Q3: 13,823 shares; 2019Q4: 12,583 shares; 2020Q1: 11,863 shares; 2020Q2: 10,623 shares; 2020Q3: 10,623 shares; 2020Q4: 10,623 shares; 2021Q1: 10,623 shares 10,623 $378K 0.1% 0 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,509 shares; 2019Q3: 2,509 shares; 2019Q4: 2,509 shares; 2020Q1: 2,510 shares; 2020Q2: 2,480 shares; 2020Q3: 2,480 shares; 2020Q4: 2,480 shares; 2021Q1: 2,480 shares 2,480 $373K 0.1% 0 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; 2019Q2: 4,757 shares; 2019Q3: 4,768 shares; 2019Q4: 4,768 shares; 2020Q1: 4,768 shares; 2020Q2: 4,561 shares; 2020Q3: 4,564 shares; 2020Q4: 4,564 shares; 2021Q1: 4,564 shares 4,564 $373K 0.1% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 3,287 shares; 2020Q4: 4,252 shares; 2021Q1: 4,352 shares 4,352 $373K 0.1% +100 Timeline TDIV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,408 shares; 2019Q3: 8,508 shares; 2019Q4: 8,388 shares; 2020Q1: 7,188 shares; 2020Q2: 7,338 shares; 2020Q3: 6,738 shares; 2020Q4: 6,738 shares; 2021Q1: 6,850 shares 6,850 $370K 0.1% +112 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,420 shares; 2019Q3: 2,420 shares; 2019Q4: 2,220 shares; 2020Q1: 2,220 shares; 2020Q2: 2,388 shares; 2020Q3: 2,288 shares; 2020Q4: 2,070 shares; 2021Q1: 1,985 shares 1,985 $369K 0.1% -85 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,422 shares; 2019Q3: 1,422 shares; 2019Q4: 1,435 shares; 2020Q1: 1,435 shares; 2020Q2: 1,443 shares; 2020Q3: 1,406 shares; 2020Q4: 5,637 shares; 2021Q1: 5,637 shares 5,637 $367K 0.1% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 793 shares; 2019Q3: 793 shares; 2019Q4: 793 shares; 2020Q1: 1,093 shares; 2020Q2: 793 shares; 2020Q3: 793 shares; 2020Q4: 760 shares; 2021Q1: 760 shares 760 $362K 0.1% 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; 2019Q2: 2,180 shares; 2019Q3: 2,180 shares; 2019Q4: 2,080 shares; 2020Q1: 2,026 shares; 2020Q2: 2,026 shares; 2020Q3: 2,026 shares; 2020Q4: 1,776 shares; 2021Q1: 1,776 shares 1,776 $360K 0.1% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 3,536 shares; 2019Q3: 3,654 shares; 2019Q4: 4,551 shares; 2020Q1: 4,551 shares; 2020Q2: 3,829 shares; 2020Q3: 3,830 shares; 2020Q4: 3,551 shares; 2021Q1: 3,755 shares 3,755 $356K 0.09% +204 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,750 shares 1,750 $353K 0.09% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 9,374 shares; 2019Q3: 8,974 shares; 2019Q4: 8,835 shares; 2020Q1: 8,769 shares; 2020Q2: 7,769 shares; 2020Q3: 7,769 shares; 2020Q4: 6,769 shares; 2021Q1: 6,769 shares 6,769 $352K 0.09% 0 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,243 shares; 2019Q3: 2,243 shares; 2019Q4: 2,243 shares; 2020Q1: 2,147 shares; 2020Q2: 2,047 shares; 2020Q3: 2,047 shares; 2020Q4: 2,072 shares; 2021Q1: 2,072 shares 2,072 $352K 0.09% 0 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,589 shares; 2020Q4: 2,814 shares; 2021Q1: 2,499 shares 2,499 $351K 0.09% -315 GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,040 shares; 2019Q3: 2,041 shares; 2019Q4: 2,042 shares; 2020Q1: 2,055 shares; 2020Q2: 2,057 shares; 2020Q3: 2,058 shares; 2020Q4: 1,893 shares; 2021Q1: 1,924 shares 1,924 $349K 0.09% +31 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,562 shares; 2019Q3: 5,562 shares; 2019Q4: 5,562 shares; 2020Q1: not reported; 2020Q2: 4,581 shares; 2020Q3: 4,442 shares; 2020Q4: 4,442 shares; 2021Q1: 4,442 shares 4,442 $343K 0.09% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 900 shares; 2021Q1: 900 shares 900 $337K 0.09% 0 Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 13,382 shares; 2019Q3: 13,072 shares; 2019Q4: 12,922 shares; 2020Q1: 12,008 shares; 2020Q2: 9,400 shares; 2020Q3: 9,400 shares; 2020Q4: 8,500 shares; 2021Q1: 8,500 shares 8,500 $333K 0.09% 0 SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 691 shares; 2020Q4: 806 shares; 2021Q1: 766 shares 766 $325K 0.09% -40 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 27,750 shares; 2019Q3: 27,150 shares; 2019Q4: 26,275 shares; 2020Q1: 25,795 shares; 2020Q2: 25,420 shares; 2020Q3: 22,485 shares; 2020Q4: 21,035 shares; 2021Q1: 6,830 shares 6,830 $313K 0.08% -14,205 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,212 shares 5,212 $312K 0.08% 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; 2019Q2: 5,663 shares; 2019Q3: 5,665 shares; 2019Q4: 5,666 shares; 2020Q1: not reported; 2020Q2: 4,927 shares; 2020Q3: 4,789 shares; 2020Q4: 4,791 shares; 2021Q1: 4,792 shares 4,792 $306K 0.08% +1 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,279 shares; 2019Q3: 5,285 shares; 2019Q4: 5,291 shares; 2020Q1: 4,698 shares; 2020Q2: 4,800 shares; 2020Q3: 4,802 shares; 2020Q4: 4,904 shares; 2021Q1: 4,906 shares 4,906 $301K 0.08% +2 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 175 shares; 2021Q1: 203 shares 203 $299K 0.08% +28 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 16,158 shares; 2019Q3: 16,158 shares; 2019Q4: 16,158 shares; 2020Q1: 16,158 shares; 2020Q2: 16,158 shares; 2020Q3: 16,158 shares; 2020Q4: 16,158 shares; 2021Q1: 16,158 shares 16,158 $298K 0.08% 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; 2019Q2: 891 shares; 2019Q3: 891 shares; 2019Q4: 891 shares; 2020Q1: not reported; 2020Q2: 891 shares; 2020Q3: 891 shares; 2020Q4: 891 shares; 2021Q1: 897 shares 897 $297K 0.08% +6 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,786 shares; 2019Q3: 8,777 shares; 2019Q4: 8,788 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 12,019 shares 12,019 $293K 0.08% new Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,283 shares; 2019Q3: 8,569 shares; 2019Q4: 7,955 shares; 2020Q1: not reported; 2020Q2: 2,565 shares; 2020Q3: 2,365 shares; 2020Q4: 2,365 shares; 2021Q1: 1,335 shares 1,335 $290K 0.08% -1,030 Timeline ERTH INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,720 shares; 2021Q1: 3,820 shares 3,820 $289K 0.08% +100 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 36,561 shares; 2019Q3: 36,563 shares; 2019Q4: 33,586 shares; 2020Q1: 33,187 shares; 2020Q2: 19,963 shares; 2020Q3: 20,723 shares; 2020Q4: 21,123 shares; 2021Q1: 21,174 shares 21,174 $278K 0.07% +51 SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 2,716 shares; 2019Q3: 2,716 shares; 2019Q4: 2,716 shares; 2020Q1: 2,571 shares; 2020Q2: 2,571 shares; 2020Q3: 2,571 shares; 2020Q4: 2,246 shares; 2021Q1: 2,246 shares 2,246 $276K 0.07% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,070 shares; 2021Q1: 3,500 shares 3,500 $276K 0.07% +430 Timeline ILF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 10,000 shares; 2020Q2: 10,000 shares; 2020Q3: 10,000 shares; 2020Q4: 10,000 shares; 2021Q1: 10,000 shares 10,000 $276K 0.07% 0 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,508 shares; 2021Q1: 2,707 shares 2,707 $259K 0.07% +199 Timeline JACOBS ENGINEERING GROUP INC JACOBS ENGINEERING GROUP INC More: the full row for JACOBS ENGINEERING GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,986 shares; 2021Q1: 1,986 shares 1,986 $257K 0.07% 0 EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,365 shares; 2020Q4: 2,365 shares; 2021Q1: 2,365 shares 2,365 $255K 0.07% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 475 shares; 2021Q1: 628 shares 628 $253K 0.07% +153 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 8,468 shares; 2019Q3: 8,868 shares; 2019Q4: 8,868 shares; 2020Q1: 8,568 shares; 2020Q2: 7,254 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,744 shares 4,744 $251K 0.07% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,736 shares; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,829 shares; 2020Q4: 2,246 shares; 2021Q1: 2,246 shares 2,246 $251K 0.07% 0 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,201 shares; 2021Q1: 2,201 shares 2,201 $246K 0.07% 0 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: 1,575 shares; 2020Q1: not reported; 2020Q2: 1,575 shares; 2020Q3: 1,575 shares; 2020Q4: 2,800 shares; 2021Q1: 2,800 shares 2,800 $246K 0.07% 0 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,062 shares; 2021Q1: 1,060 shares 1,060 $241K 0.06% -2 Timeline HANESBRANDS INC HANESBRANDS INC More: the full row for HANESBRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 14,072 shares; 2020Q2: 14,872 shares; 2020Q3: 12,272 shares; 2020Q4: 12,272 shares; 2021Q1: 12,272 shares 12,272 $241K 0.06% 0 LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 5,572 shares; 2019Q3: 5,572 shares; 2019Q4: 5,573 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 5,070 shares; 2020Q4: 5,070 shares; 2021Q1: 5,070 shares 5,070 $233K 0.06% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,542 shares 1,542 $232K 0.06% new Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,250 shares; 2021Q1: 16,223 shares 16,223 $227K 0.06% -2,027 Timeline BOH BANK OF HI CORP More: the full row for BANK OF HI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,500 shares 2,500 $224K 0.06% new Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 13,773 shares; 2021Q1: 13,773 shares 13,773 $223K 0.06% 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 530 shares; 2020Q4: 485 shares; 2021Q1: 485 shares 485 $221K 0.06% 0 Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,595 shares 3,595 $219K 0.06% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares; 2021Q1: 1,124 shares 1,124 $217K 0.06% +24 Timeline ENPH ENPHASE ENERGY INC More: the full row for ENPHASE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,330 shares; 2021Q1: 1,340 shares 1,340 $217K 0.06% +10 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 875 shares; 2020Q4: 924 shares; 2021Q1: 934 shares 934 $212K 0.06% +10 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 12,700 shares; 2019Q3: 8,936 shares; 2019Q4: 8,865 shares; 2020Q1: 9,931 shares; 2020Q2: 8,474 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 4,295 shares 4,295 $211K 0.06% new Timeline HBNC HORIZON BANCORP IND More: the full row for HORIZON BANCORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 11,176 shares; 2020Q4: 11,176 shares; 2021Q1: 11,176 shares 11,176 $209K 0.06% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 580 shares 580 $208K 0.06% new Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 1,462 shares; 2019Q3: 1,468 shares; 2019Q4: 1,472 shares; 2020Q1: not reported; 2020Q2: 1,476 shares; 2020Q3: 1,481 shares; 2020Q4: not reported; 2021Q1: 965 shares 965 $207K 0.06% new 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; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,150 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,149 shares 2,149 $206K 0.05% new Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 271 shares; 2020Q3: 239 shares; 2020Q4: 179 shares; 2021Q1: 186 shares 186 $206K 0.05% +7 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 702 shares 702 $204K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: 4,329 shares; 2019Q3: 4,029 shares; 2019Q4: 4,029 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 3,801 shares 3,801 $203K 0.05% new Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 900 shares 900 $201K 0.05% new Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 2,038 shares 2,038 $200K 0.05% new Timeline LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,680 shares 10,680 $138K 0.04% new NEW YORK MORTGAGE TRUST INC NEW YORK MORTGAGE TRUST INC More: the full row for NEW YORK MORTGAGE TRUST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: not reported; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 12,681 shares; 2021Q1: 12,681 shares 12,681 $58K 0.02% 0