CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 80,000 shares; 2021Q1: 80,000 shares; 2021Q2: 80,000 shares 80,000 $8.04M 4.19% 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; 2019Q3: 2,987 shares; 2019Q4: 2,927 shares; 2020Q1: 2,897 shares; 2020Q2: 2,831 shares; 2020Q3: 2,901 shares; 2020Q4: 2,954 shares; 2021Q1: 2,644 shares; 2021Q2: 2,263 shares 2,263 $7.79M 4.06% -381 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 38,970 shares; 2019Q4: 38,771 shares; 2020Q1: 37,865 shares; 2020Q2: 32,954 shares; 2020Q3: 111,460 shares; 2020Q4: 112,788 shares; 2021Q1: 111,598 shares; 2021Q2: 51,804 shares 51,804 $7.09M 3.7% -59,794 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 34,004 shares; 2019Q4: 31,869 shares; 2020Q1: 30,814 shares; 2020Q2: 28,725 shares; 2020Q3: 28,620 shares; 2020Q4: 28,325 shares; 2021Q1: 28,777 shares; 2021Q2: 18,800 shares 18,800 $5.09M 2.65% -9,977 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,613 shares; 2019Q4: 4,644 shares; 2020Q1: 4,014 shares; 2020Q2: 2,551 shares; 2020Q3: 2,195 shares; 2020Q4: 2,202 shares; 2021Q1: 2,240 shares; 2021Q2: 1,605 shares 1,605 $3.92M 2.04% -635 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 7,496 shares; 2019Q4: 7,006 shares; 2020Q1: 6,953 shares; 2020Q2: 6,856 shares; 2020Q3: 6,811 shares; 2020Q4: 6,830 shares; 2021Q1: 6,862 shares; 2021Q2: 6,910 shares 6,910 $3.65M 1.9% +48 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; 2019Q3: 22,268 shares; 2019Q4: 16,543 shares; 2020Q1: 15,767 shares; 2020Q2: 15,984 shares; 2020Q3: 15,870 shares; 2020Q4: 15,915 shares; 2021Q1: 16,149 shares; 2021Q2: 10,180 shares 10,180 $3.25M 1.69% -5,969 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; 2019Q3: 12,794 shares; 2019Q4: 13,071 shares; 2020Q1: 12,272 shares; 2020Q2: 12,260 shares; 2020Q3: 12,365 shares; 2020Q4: 12,465 shares; 2021Q1: 12,515 shares; 2021Q2: 12,630 shares 12,630 $2.82M 1.47% +115 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,465 shares; 2019Q4: 2,487 shares; 2020Q1: 2,330 shares; 2020Q2: 2,033 shares; 2020Q3: 1,691 shares; 2020Q4: 1,628 shares; 2021Q1: 1,657 shares; 2021Q2: 1,125 shares 1,125 $2.82M 1.47% -532 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; 2019Q3: 8,869 shares; 2019Q4: 7,487 shares; 2020Q1: 7,452 shares; 2020Q2: 6,997 shares; 2020Q3: 7,203 shares; 2020Q4: 7,173 shares; 2021Q1: 7,355 shares; 2021Q2: 7,338 shares 7,338 $2.04M 1.06% -17 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 18,685 shares; 2019Q4: 18,466 shares; 2020Q1: 16,612 shares; 2020Q2: 16,190 shares; 2020Q3: 15,677 shares; 2020Q4: 15,624 shares; 2021Q1: 16,469 shares; 2021Q2: 17,309 shares 17,309 $2.02M 1.05% +840 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,230 shares; 2019Q4: 5,425 shares; 2020Q1: 5,521 shares; 2020Q2: 5,390 shares; 2020Q3: 5,441 shares; 2020Q4: 5,451 shares; 2021Q1: 5,496 shares; 2021Q2: 5,507 shares 5,507 $2.01M 1.05% +11 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; 2019Q3: 8,967 shares; 2019Q4: 4,315 shares; 2020Q1: 4,452 shares; 2020Q2: 4,643 shares; 2020Q3: 4,980 shares; 2020Q4: 4,670 shares; 2021Q1: 4,591 shares; 2021Q2: 4,579 shares 4,579 $1.96M 1.02% -12 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 37,268 shares; 2019Q4: 37,064 shares; 2020Q1: 34,494 shares; 2020Q2: 24,371 shares; 2020Q3: 19,593 shares; 2020Q4: 19,764 shares; 2021Q1: 19,925 shares; 2021Q2: 8,218 shares 8,218 $1.92M 1% -11,707 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; 2019Q3: 35,360 shares; 2019Q4: 35,352 shares; 2020Q1: 34,124 shares; 2020Q2: 24,205 shares; 2020Q3: 21,159 shares; 2020Q4: 12,870 shares; 2021Q1: 13,215 shares; 2021Q2: 11,700 shares 11,700 $1.82M 0.95% -1,515 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,678 shares; 2019Q4: 5,683 shares; 2020Q1: 4,290 shares; 2020Q2: 4,320 shares; 2020Q3: 4,000 shares; 2020Q4: 3,992 shares; 2021Q1: 3,973 shares; 2021Q2: 3,976 shares 3,976 $1.71M 0.89% +3 Timeline Adverum Biotechnologies, In… Adverum Biotechnologies, Inc. More: the full row for Adverum Biotechnologies, Inc. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 480,000 shares; 2019Q4: 480,000 shares; 2020Q1: 480,000 shares; 2020Q2: 480,000 shares; 2020Q3: 480,000 shares; 2020Q4: 480,000 shares; 2021Q1: 480,000 shares; 2021Q2: 480,000 shares 480,000 $1.68M 0.88% 0 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; 2019Q3: 81,135 shares; 2019Q4: 78,622 shares; 2020Q1: 54,394 shares; 2020Q2: 56,250 shares; 2020Q3: 45,891 shares; 2020Q4: 45,997 shares; 2021Q1: 46,177 shares; 2021Q2: 28,706 shares 28,706 $1.64M 0.85% -17,471 Timeline PDP 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; 2019Q3: 13,626 shares; 2019Q4: 14,934 shares; 2020Q1: 15,487 shares; 2020Q2: 15,697 shares; 2020Q3: 16,749 shares; 2020Q4: 17,079 shares; 2021Q1: 17,249 shares; 2021Q2: 17,790 shares 17,790 $1.59M 0.83% +541 Timeline XSW SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,673 shares; 2019Q4: 6,874 shares; 2020Q1: 7,450 shares; 2020Q2: 7,783 shares; 2020Q3: 8,263 shares; 2020Q4: 8,608 shares; 2021Q1: 9,128 shares; 2021Q2: 9,235 shares 9,235 $1.58M 0.83% +107 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 43,359 shares; 2021Q1: 43,359 shares; 2021Q2: 42,415 shares 42,415 $1.54M 0.8% -944 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 12,400 shares; 2019Q4: 13,461 shares; 2020Q1: 14,289 shares; 2020Q2: 14,619 shares; 2020Q3: 15,328 shares; 2020Q4: 15,618 shares; 2021Q1: 16,869 shares; 2021Q2: 17,918 shares 17,918 $1.54M 0.8% +1,049 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; 2019Q3: 2,922 shares; 2019Q4: 2,980 shares; 2020Q1: 3,457 shares; 2020Q2: 3,802 shares; 2020Q3: 3,974 shares; 2020Q4: 4,292 shares; 2021Q1: 4,295 shares; 2021Q2: 4,401 shares 4,401 $1.52M 0.79% +106 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 9,003 shares; 2019Q4: 9,724 shares; 2020Q1: 9,672 shares; 2020Q2: 9,317 shares; 2020Q3: 9,161 shares; 2020Q4: 9,232 shares; 2021Q1: 9,840 shares; 2021Q2: 9,765 shares 9,765 $1.51M 0.79% -75 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; 2019Q3: 4,180 shares; 2019Q4: 4,084 shares; 2020Q1: 3,885 shares; 2020Q2: 4,036 shares; 2020Q3: 4,015 shares; 2020Q4: 4,006 shares; 2021Q1: 3,939 shares; 2021Q2: 3,931 shares 3,931 $1.37M 0.71% -8 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,362 shares; 2019Q4: 5,449 shares; 2020Q1: 4,945 shares; 2020Q2: 6,046 shares; 2020Q3: 6,761 shares; 2020Q4: 7,874 shares; 2021Q1: 8,349 shares; 2021Q2: 7,649 shares 7,649 $1.37M 0.71% -700 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,155 shares; 2019Q4: 3,266 shares; 2020Q1: 3,253 shares; 2020Q2: 3,109 shares; 2020Q3: 3,245 shares; 2020Q4: 13,198 shares; 2021Q1: 13,578 shares; 2021Q2: 13,578 shares 13,578 $1.35M 0.7% 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; 2019Q3: 16,823 shares; 2019Q4: 17,052 shares; 2020Q1: 14,730 shares; 2020Q2: 16,312 shares; 2020Q3: 15,625 shares; 2020Q4: 16,647 shares; 2021Q1: 17,564 shares; 2021Q2: 17,821 shares 17,821 $1.35M 0.7% +257 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; 2019Q3: 2,562 shares; 2019Q4: 2,562 shares; 2020Q1: 2,452 shares; 2020Q2: 3,098 shares; 2020Q3: 3,165 shares; 2020Q4: 3,205 shares; 2021Q1: 3,433 shares; 2021Q2: 3,393 shares 3,393 $1.34M 0.7% -40 Timeline JPUS 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; 2019Q3: 12,736 shares; 2019Q4: 13,083 shares; 2020Q1: 13,693 shares; 2020Q2: 12,760 shares; 2020Q3: 12,815 shares; 2020Q4: 12,686 shares; 2021Q1: 13,120 shares; 2021Q2: 13,092 shares 13,092 $1.27M 0.66% -28 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; 2019Q3: 3,324 shares; 2019Q4: 3,263 shares; 2020Q1: 3,007 shares; 2020Q2: 3,103 shares; 2020Q3: 2,948 shares; 2020Q4: 3,164 shares; 2021Q1: 3,062 shares; 2021Q2: 3,119 shares 3,119 $1.25M 0.65% +57 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,955 shares; 2019Q4: 2,107 shares; 2020Q1: 1,848 shares; 2020Q2: 2,113 shares; 2020Q3: 2,108 shares; 2020Q4: 2,195 shares; 2021Q1: 2,408 shares; 2021Q2: 2,610 shares 2,610 $1.24M 0.65% +202 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; 2019Q3: 6,461 shares; 2019Q4: 6,461 shares; 2020Q1: 6,292 shares; 2020Q2: 6,218 shares; 2020Q3: 6,044 shares; 2020Q4: 6,564 shares; 2021Q1: 6,283 shares; 2021Q2: 6,363 shares 6,363 $1.23M 0.64% +80 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,523 shares; 2019Q4: 5,623 shares; 2020Q1: 5,452 shares; 2020Q2: 5,507 shares; 2020Q3: 5,727 shares; 2020Q4: 5,752 shares; 2021Q1: 5,852 shares; 2021Q2: 5,872 shares 5,872 $1.21M 0.63% +20 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 13,337 shares; 2019Q4: 11,742 shares; 2020Q1: 8,105 shares; 2020Q2: 7,903 shares; 2020Q3: 7,861 shares; 2020Q4: 9,531 shares; 2021Q1: 9,523 shares; 2021Q2: 5,313 shares 5,313 $1.16M 0.6% -4,210 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; 2019Q3: 9,200 shares; 2019Q4: 9,668 shares; 2020Q1: 10,887 shares; 2020Q2: 11,479 shares; 2020Q3: 12,170 shares; 2020Q4: 12,087 shares; 2021Q1: 9,742 shares; 2021Q2: 7,748 shares 7,748 $1.14M 0.6% -1,994 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,371 shares; 2021Q1: 20,024 shares; 2021Q2: 17,920 shares 17,920 $1.11M 0.58% -2,104 Timeline CNRG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 3,019 shares; 2020Q1: 4,362 shares; 2020Q2: 5,138 shares; 2020Q3: 7,543 shares; 2020Q4: 9,573 shares; 2021Q1: 10,914 shares; 2021Q2: 10,519 shares 10,519 $1.11M 0.58% -395 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; 2019Q3: 7,669 shares; 2019Q4: 3,980 shares; 2020Q1: 3,570 shares; 2020Q2: 4,699 shares; 2020Q3: 4,563 shares; 2020Q4: 4,806 shares; 2021Q1: 4,945 shares; 2021Q2: 4,986 shares 4,986 $1.1M 0.57% +41 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; 2019Q3: 10,123 shares; 2019Q4: 9,878 shares; 2020Q1: 8,873 shares; 2020Q2: 8,858 shares; 2020Q3: 8,816 shares; 2020Q4: 9,328 shares; 2021Q1: 9,013 shares; 2021Q2: 8,939 shares 8,939 $1.09M 0.57% -74 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; 2019Q3: 7,307 shares; 2019Q4: 7,307 shares; 2020Q1: 6,729 shares; 2020Q2: 7,527 shares; 2020Q3: 7,237 shares; 2020Q4: 7,015 shares; 2021Q1: 7,015 shares; 2021Q2: 7,015 shares 7,015 $1.09M 0.57% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,954 shares; 2019Q4: 8,953 shares; 2020Q1: 7,967 shares; 2020Q2: 6,924 shares; 2020Q3: 5,876 shares; 2020Q4: 5,738 shares; 2021Q1: 5,738 shares; 2021Q2: 1,845 shares 1,845 $1.08M 0.56% -3,893 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; 2019Q3: 1,671 shares; 2019Q4: 1,696 shares; 2020Q1: 1,364 shares; 2020Q2: 1,322 shares; 2020Q3: 1,322 shares; 2020Q4: 1,310 shares; 2021Q1: 1,260 shares; 2021Q2: 3,816 shares 3,816 $1.04M 0.54% +2,556 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; 2019Q3: 15,726 shares; 2019Q4: 13,753 shares; 2020Q1: 10,732 shares; 2020Q2: 9,298 shares; 2020Q3: 9,131 shares; 2020Q4: 9,203 shares; 2021Q1: 9,433 shares; 2021Q2: 4,708 shares 4,708 $1.03M 0.54% -4,725 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,241 shares; 2019Q4: 2,316 shares; 2020Q1: 2,451 shares; 2020Q2: 2,154 shares; 2020Q3: 2,214 shares; 2020Q4: 2,274 shares; 2021Q1: 2,349 shares; 2021Q2: 2,449 shares 2,449 $1M 0.52% +100 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; 2019Q3: 10,881 shares; 2019Q4: 11,133 shares; 2020Q1: 9,951 shares; 2020Q2: 10,682 shares; 2020Q3: 9,843 shares; 2020Q4: 10,014 shares; 2021Q1: 9,885 shares; 2021Q2: 9,525 shares 9,525 $990K 0.52% -360 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 11,098 shares; 2019Q4: 11,179 shares; 2020Q1: 11,095 shares; 2020Q2: 8,355 shares; 2020Q3: 8,261 shares; 2020Q4: 8,428 shares; 2021Q1: 8,766 shares; 2021Q2: 6,628 shares 6,628 $982K 0.51% -2,138 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 212 shares; 2019Q4: 212 shares; 2020Q1: 209 shares; 2020Q2: 238 shares; 2020Q3: 1,185 shares; 2020Q4: 1,350 shares; 2021Q1: 1,548 shares; 2021Q2: 1,439 shares 1,439 $978K 0.51% -109 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; 2019Q3: 11,843 shares; 2019Q4: 8,770 shares; 2020Q1: 8,140 shares; 2020Q2: 7,840 shares; 2020Q3: 7,846 shares; 2020Q4: 8,111 shares; 2021Q1: 8,101 shares; 2021Q2: 7,211 shares 7,211 $973K 0.51% -890 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 14,031 shares; 2019Q4: 4,792 shares; 2020Q1: 4,620 shares; 2020Q2: 4,716 shares; 2020Q3: 4,705 shares; 2020Q4: 5,050 shares; 2021Q1: 5,080 shares; 2021Q2: 5,625 shares 5,625 $926K 0.48% +545 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; 2019Q3: 3,398 shares; 2019Q4: 3,608 shares; 2020Q1: 2,964 shares; 2020Q2: 2,481 shares; 2020Q3: 2,369 shares; 2020Q4: 2,674 shares; 2021Q1: 3,164 shares; 2021Q2: 4,388 shares 4,388 $913K 0.48% +1,224 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 23,263 shares; 2019Q4: 14,057 shares; 2020Q1: 14,057 shares; 2020Q2: 13,988 shares; 2020Q3: 13,988 shares; 2020Q4: 13,303 shares; 2021Q1: 10,178 shares; 2021Q2: 5,178 shares 5,178 $901K 0.47% -5,000 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,810 shares; 2019Q4: 4,809 shares; 2020Q1: 4,716 shares; 2020Q2: 3,988 shares; 2020Q3: 3,837 shares; 2020Q4: 3,765 shares; 2021Q1: 3,595 shares; 2021Q2: 3,595 shares 3,595 $878K 0.46% 0 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,050 shares; 2019Q4: 8,161 shares; 2020Q1: 8,063 shares; 2020Q2: 7,344 shares; 2020Q3: 7,244 shares; 2020Q4: 7,244 shares; 2021Q1: 7,319 shares; 2021Q2: 14,637 shares 14,637 $876K 0.46% +7,318 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,950 shares; 2019Q4: 2,953 shares; 2020Q1: 2,927 shares; 2020Q2: 3,003 shares; 2020Q3: 3,303 shares; 2020Q4: 3,344 shares; 2021Q1: 3,329 shares; 2021Q2: 3,157 shares 3,157 $861K 0.45% -172 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,529 shares; 2019Q4: 2,614 shares; 2020Q1: 2,298 shares; 2020Q2: 3,299 shares; 2020Q3: 3,077 shares; 2020Q4: 3,182 shares; 2021Q1: 3,495 shares; 2021Q2: 3,524 shares 3,524 $859K 0.45% +29 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares; 2020Q3: 8,000 shares; 2020Q4: 8,000 shares; 2021Q1: 8,000 shares; 2021Q2: 8,000 shares 8,000 $853K 0.44% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,015 shares; 2019Q4: 2,079 shares; 2020Q1: 2,019 shares; 2020Q2: 1,873 shares; 2020Q3: 1,873 shares; 2020Q4: 1,978 shares; 2021Q1: 2,170 shares; 2021Q2: 2,244 shares 2,244 $849K 0.44% +74 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,110 shares; 2019Q4: 5,252 shares; 2020Q1: 6,133 shares; 2020Q2: 5,903 shares; 2020Q3: 6,758 shares; 2020Q4: 6,977 shares; 2021Q1: 6,974 shares; 2021Q2: 6,986 shares 6,986 $835K 0.44% +12 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,580 shares; 2019Q4: 2,580 shares; 2020Q1: 5,525 shares; 2020Q2: 5,040 shares; 2020Q3: 7,332 shares; 2020Q4: 8,753 shares; 2021Q1: 9,959 shares; 2021Q2: 10,290 shares 10,290 $833K 0.43% +331 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 9,732 shares; 2019Q4: 9,733 shares; 2020Q1: 8,300 shares; 2020Q2: 8,435 shares; 2020Q3: 7,760 shares; 2020Q4: 8,175 shares; 2021Q1: 8,025 shares; 2021Q2: 7,915 shares 7,915 $825K 0.43% -110 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; 2019Q3: 5,147 shares; 2019Q4: 5,492 shares; 2020Q1: 4,265 shares; 2020Q2: 3,910 shares; 2020Q3: 3,810 shares; 2020Q4: 4,000 shares; 2021Q1: 4,235 shares; 2021Q2: 4,235 shares 4,235 $814K 0.42% 0 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; 2019Q3: 18,794 shares; 2019Q4: 17,351 shares; 2020Q1: 15,000 shares; 2020Q2: 13,873 shares; 2020Q3: 13,812 shares; 2020Q4: 14,185 shares; 2021Q1: 14,920 shares; 2021Q2: 15,335 shares 15,335 $813K 0.42% +415 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,157 shares; 2019Q4: 6,157 shares; 2020Q1: 5,127 shares; 2020Q2: 5,317 shares; 2020Q3: 5,022 shares; 2020Q4: 5,727 shares; 2021Q1: 6,642 shares; 2021Q2: 7,751 shares 7,751 $812K 0.42% +1,109 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 9,493 shares; 2019Q4: 9,676 shares; 2020Q1: 9,676 shares; 2020Q2: 7,345 shares; 2020Q3: 7,445 shares; 2020Q4: 7,880 shares; 2021Q1: 7,985 shares; 2021Q2: 7,985 shares 7,985 $812K 0.42% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,598 shares; 2019Q4: 4,457 shares; 2020Q1: 3,531 shares; 2020Q2: 3,531 shares; 2020Q3: 3,194 shares; 2020Q4: 3,194 shares; 2021Q1: 3,040 shares; 2021Q2: 2,975 shares 2,975 $799K 0.42% -65 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; 2019Q3: 8,917 shares; 2019Q4: 4,128 shares; 2020Q1: 3,296 shares; 2020Q2: 2,780 shares; 2020Q3: 2,720 shares; 2020Q4: 11,160 shares; 2021Q1: 10,910 shares; 2021Q2: 10,896 shares 10,896 $799K 0.42% -14 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,165 shares; 2019Q4: 7,965 shares; 2020Q1: 6,021 shares; 2020Q2: 6,130 shares; 2020Q3: 6,130 shares; 2020Q4: 6,075 shares; 2021Q1: 6,985 shares; 2021Q2: 7,910 shares 7,910 $768K 0.4% +925 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,518 shares; 2019Q4: 3,783 shares; 2020Q1: 3,093 shares; 2020Q2: 3,039 shares; 2020Q3: 3,024 shares; 2020Q4: 2,949 shares; 2021Q1: 3,169 shares; 2021Q2: 3,261 shares 3,261 $753K 0.39% +92 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 9,078 shares; 2019Q4: 9,639 shares; 2020Q1: 10,199 shares; 2020Q2: 10,251 shares; 2020Q3: 10,274 shares; 2020Q4: 10,165 shares; 2021Q1: 10,165 shares; 2021Q2: 10,038 shares 10,038 $739K 0.39% -127 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,093 shares; 2019Q4: 5,106 shares; 2020Q1: 5,008 shares; 2020Q2: 6,100 shares; 2020Q3: 6,094 shares; 2020Q4: 6,008 shares; 2021Q1: 5,449 shares; 2021Q2: 5,115 shares 5,115 $732K 0.38% -334 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,935 shares; 2019Q4: 6,074 shares; 2020Q1: 6,141 shares; 2020Q2: 8,128 shares; 2020Q3: 6,614 shares; 2020Q4: 6,712 shares; 2021Q1: 6,523 shares; 2021Q2: 5,189 shares 5,189 $732K 0.38% -1,334 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; 2019Q3: 6,227 shares; 2019Q4: 6,223 shares; 2020Q1: 5,483 shares; 2020Q2: 4,419 shares; 2020Q3: 4,408 shares; 2020Q4: 4,886 shares; 2021Q1: 4,763 shares; 2021Q2: 2,691 shares 2,691 $727K 0.38% -2,072 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; 2019Q3: 1,127 shares; 2019Q4: 1,127 shares; 2020Q1: 1,042 shares; 2020Q2: 1,112 shares; 2020Q3: 1,417 shares; 2020Q4: 1,817 shares; 2021Q1: 1,967 shares; 2021Q2: 2,027 shares 2,027 $718K 0.37% +60 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,524 shares; 2019Q4: 2,486 shares; 2020Q1: 2,311 shares; 2020Q2: 2,306 shares; 2020Q3: 2,231 shares; 2020Q4: 1,797 shares; 2021Q1: 1,797 shares; 2021Q2: 1,797 shares 1,797 $707K 0.37% 0 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,960 shares; 2019Q4: 6,960 shares; 2020Q1: 6,530 shares; 2020Q2: 6,530 shares; 2020Q3: 6,230 shares; 2020Q4: 6,230 shares; 2021Q1: 6,170 shares; 2021Q2: 6,170 shares 6,170 $700K 0.36% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 34,480 shares; 2019Q4: 35,237 shares; 2020Q1: 19,940 shares; 2020Q2: 3,377 shares; 2020Q3: 3,627 shares; 2020Q4: 5,565 shares; 2021Q1: 6,248 shares; 2021Q2: 6,818 shares 6,818 $694K 0.36% +570 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,891 shares; 2019Q4: 3,358 shares; 2020Q1: 2,790 shares; 2020Q2: 2,628 shares; 2020Q3: 2,784 shares; 2020Q4: 2,554 shares; 2021Q1: 2,704 shares; 2021Q2: 2,804 shares 2,804 $678K 0.35% +100 Timeline DFAT DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 15,058 shares 15,058 $675K 0.35% new Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,990 shares; 2019Q4: 3,003 shares; 2020Q1: 3,749 shares; 2020Q2: 4,573 shares; 2020Q3: 4,563 shares; 2020Q4: 4,479 shares; 2021Q1: 4,479 shares; 2021Q2: 4,282 shares 4,282 $674K 0.35% -197 PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,643 shares; 2019Q4: 5,520 shares; 2020Q1: 5,027 shares; 2020Q2: 4,958 shares; 2020Q3: 4,953 shares; 2020Q4: 5,173 shares; 2021Q1: 6,083 shares; 2021Q2: 6,255 shares 6,255 $671K 0.35% +172 Timeline JQUA 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; 2019Q3: 4,395 shares; 2019Q4: 5,971 shares; 2020Q1: 9,825 shares; 2020Q2: 12,799 shares; 2020Q3: 13,874 shares; 2020Q4: 14,592 shares; 2021Q1: 15,767 shares; 2021Q2: 16,341 shares 16,341 $668K 0.35% +574 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 12,357 shares; 2020Q3: 9,620 shares; 2020Q4: 7,703 shares; 2021Q1: 8,388 shares; 2021Q2: 7,687 shares 7,687 $656K 0.34% -701 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; 2019Q3: 2,909 shares; 2019Q4: 2,763 shares; 2020Q1: 2,813 shares; 2020Q2: 3,598 shares; 2020Q3: 3,666 shares; 2020Q4: 4,264 shares; 2021Q1: 4,244 shares; 2021Q2: 4,449 shares 4,449 $652K 0.34% +205 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 10,538 shares; 2019Q4: 8,088 shares; 2020Q1: 14,520 shares; 2020Q2: 13,328 shares; 2020Q3: 13,498 shares; 2020Q4: 13,324 shares; 2021Q1: 11,720 shares; 2021Q2: 11,492 shares 11,492 $645K 0.34% -228 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; 2019Q3: 22,712 shares; 2019Q4: 19,827 shares; 2020Q1: 5,068 shares; 2020Q2: 4,349 shares; 2020Q3: 3,949 shares; 2020Q4: 3,869 shares; 2021Q1: 3,989 shares; 2021Q2: 3,604 shares 3,604 $634K 0.33% -385 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; 2019Q3: 2,435 shares; 2019Q4: 3,061 shares; 2020Q1: 1,936 shares; 2020Q2: 2,210 shares; 2020Q3: 2,197 shares; 2020Q4: 2,187 shares; 2021Q1: 2,187 shares; 2021Q2: 2,141 shares 2,141 $624K 0.33% -46 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 7,436 shares; 2019Q4: 6,921 shares; 2020Q1: 5,761 shares; 2020Q2: 5,508 shares; 2020Q3: 4,990 shares; 2020Q4: 5,425 shares; 2021Q1: 5,679 shares; 2021Q2: 5,364 shares 5,364 $606K 0.32% -315 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; 2019Q3: 4,456 shares; 2019Q4: 4,786 shares; 2020Q1: 3,812 shares; 2020Q2: 4,618 shares; 2020Q3: 4,928 shares; 2020Q4: 5,188 shares; 2021Q1: 5,933 shares; 2021Q2: 6,268 shares 6,268 $603K 0.31% +335 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,453 shares; 2019Q4: 2,472 shares; 2020Q1: 3,202 shares; 2020Q2: 3,584 shares; 2020Q3: 3,641 shares; 2020Q4: 3,592 shares; 2021Q1: 3,576 shares; 2021Q2: 746 shares 746 $598K 0.31% -2,830 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; 2019Q3: 19,071 shares; 2019Q4: 9,993 shares; 2020Q1: 8,398 shares; 2020Q2: 10,732 shares; 2020Q3: 12,002 shares; 2020Q4: 12,737 shares; 2021Q1: 13,048 shares; 2021Q2: 10,985 shares 10,985 $594K 0.31% -2,063 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; 2019Q3: 437 shares; 2019Q4: 437 shares; 2020Q1: 659 shares; 2020Q2: 844 shares; 2020Q3: 1,156 shares; 2020Q4: 1,156 shares; 2021Q1: 1,247 shares; 2021Q2: 1,187 shares 1,187 $583K 0.3% -60 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,655 shares; 2020Q3: 6,440 shares; 2020Q4: 6,990 shares; 2021Q1: 6,990 shares; 2021Q2: 12,465 shares 12,465 $579K 0.3% +5,475 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; 2019Q3: 5,653 shares; 2019Q4: 5,413 shares; 2020Q1: 2,881 shares; 2020Q2: 3,986 shares; 2020Q3: 4,102 shares; 2020Q4: 7,421 shares; 2021Q1: 8,637 shares; 2021Q2: 9,163 shares 9,163 $578K 0.3% +526 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; 2019Q3: 4,109 shares; 2019Q4: 4,009 shares; 2020Q1: 3,304 shares; 2020Q2: 3,293 shares; 2020Q3: 3,114 shares; 2020Q4: 3,284 shares; 2021Q1: 3,319 shares; 2021Q2: 3,319 shares 3,319 $571K 0.3% 0 Timeline FVD 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; 2019Q3: 1,160 shares; 2019Q4: 11,710 shares; 2020Q1: 12,520 shares; 2020Q2: 14,530 shares; 2020Q3: 13,945 shares; 2020Q4: 14,525 shares; 2021Q1: 13,855 shares; 2021Q2: 13,985 shares 13,985 $556K 0.29% +130 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 29,089 shares; 2019Q4: 19,844 shares; 2020Q1: 17,850 shares; 2020Q2: 18,365 shares; 2020Q3: 17,988 shares; 2020Q4: 32,651 shares; 2021Q1: 20,668 shares; 2021Q2: 13,873 shares 13,873 $543K 0.28% -6,795 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 12,704 shares; 2019Q4: 12,529 shares; 2020Q1: 8,405 shares; 2020Q2: 6,255 shares; 2020Q3: 5,338 shares; 2020Q4: 5,338 shares; 2021Q1: 5,109 shares; 2021Q2: 4,559 shares 4,559 $528K 0.28% -550 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; 2019Q3: 2,066 shares; 2019Q4: 2,066 shares; 2020Q1: 1,893 shares; 2020Q2: 2,110 shares; 2020Q3: 2,180 shares; 2020Q4: 2,180 shares; 2021Q1: 2,280 shares; 2021Q2: 2,370 shares 2,370 $528K 0.28% +90 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; 2019Q3: 7,199 shares; 2019Q4: 5,199 shares; 2020Q1: 4,938 shares; 2020Q2: 4,919 shares; 2020Q3: 4,597 shares; 2020Q4: 4,577 shares; 2021Q1: 4,690 shares; 2021Q2: 1,045 shares 1,045 $527K 0.27% -3,645 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 10,345 shares; 2019Q4: 16,170 shares; 2020Q1: 16,375 shares; 2020Q2: 14,900 shares; 2020Q3: 15,620 shares; 2020Q4: 15,620 shares; 2021Q1: 16,090 shares; 2021Q2: 5,400 shares 5,400 $525K 0.27% -10,690 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,554 shares; 2019Q4: 3,546 shares; 2020Q1: 2,776 shares; 2020Q2: 2,321 shares; 2020Q3: 2,250 shares; 2020Q4: 2,370 shares; 2021Q1: 2,560 shares; 2021Q2: 2,645 shares 2,645 $525K 0.27% +85 Timeline JUST GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 150 shares; 2019Q4: 2,010 shares; 2020Q1: 4,238 shares; 2020Q2: 5,116 shares; 2020Q3: 7,460 shares; 2020Q4: 7,811 shares; 2021Q1: 8,216 shares; 2021Q2: 8,218 shares 8,218 $514K 0.27% +2 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,747 shares; 2019Q4: 3,917 shares; 2020Q1: 3,854 shares; 2020Q2: 4,578 shares; 2020Q3: 4,580 shares; 2020Q4: 4,581 shares; 2021Q1: 4,599 shares; 2021Q2: 4,584 shares 4,584 $513K 0.27% -15 Timeline KOMP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 420 shares; 2020Q1: 620 shares; 2020Q2: 620 shares; 2020Q3: 5,565 shares; 2020Q4: 6,925 shares; 2021Q1: 7,351 shares; 2021Q2: 7,596 shares 7,596 $508K 0.26% +245 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; 2019Q3: 4,718 shares; 2019Q4: 4,362 shares; 2020Q1: 2,968 shares; 2020Q2: 5,235 shares; 2020Q3: 5,260 shares; 2020Q4: 5,560 shares; 2021Q1: 5,695 shares; 2021Q2: 6,065 shares 6,065 $506K 0.26% +370 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,690 shares; 2019Q4: 3,020 shares; 2020Q1: 4,830 shares; 2020Q2: 6,245 shares; 2020Q3: 6,245 shares; 2020Q4: 6,750 shares; 2021Q1: 6,805 shares; 2021Q2: 6,805 shares 6,805 $504K 0.26% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 356 shares; 2019Q4: 423 shares; 2020Q1: 650 shares; 2020Q2: 741 shares; 2020Q3: 666 shares; 2020Q4: 1,099 shares; 2021Q1: 1,169 shares; 2021Q2: 1,324 shares 1,324 $502K 0.26% +155 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,697 shares; 2019Q4: 5,231 shares; 2020Q1: 4,126 shares; 2020Q2: 3,732 shares; 2020Q3: 3,742 shares; 2020Q4: 3,608 shares; 2021Q1: 4,233 shares; 2021Q2: 4,444 shares 4,444 $500K 0.26% +211 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,077 shares; 2019Q4: 3,907 shares; 2020Q1: 2,974 shares; 2020Q2: 3,308 shares; 2020Q3: 3,383 shares; 2020Q4: 3,462 shares; 2021Q1: 3,462 shares; 2021Q2: 3,462 shares 3,462 $498K 0.26% 0 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,720 shares; 2019Q4: 4,750 shares; 2020Q1: 6,775 shares; 2020Q2: 7,415 shares; 2020Q3: 9,135 shares; 2020Q4: 9,405 shares; 2021Q1: 9,615 shares; 2021Q2: 9,615 shares 9,615 $498K 0.26% 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; 2019Q3: 23,217 shares; 2019Q4: 13,297 shares; 2020Q1: 9,893 shares; 2020Q2: 7,885 shares; 2020Q3: 7,875 shares; 2020Q4: 7,875 shares; 2021Q1: 7,272 shares; 2021Q2: 6,355 shares 6,355 $494K 0.26% -917 Timeline STAG STAG INDUSTRIAL INC More: the full row for STAG INDUSTRIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 14,757 shares; 2019Q4: 15,547 shares; 2020Q1: 12,016 shares; 2020Q2: 10,744 shares; 2020Q3: 10,719 shares; 2020Q4: 11,349 shares; 2021Q1: 12,914 shares; 2021Q2: 12,904 shares 12,904 $483K 0.25% -10 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 11,873 shares; 2019Q4: 11,923 shares; 2020Q1: 11,996 shares; 2020Q2: 12,058 shares; 2020Q3: 12,113 shares; 2020Q4: 11,561 shares; 2021Q1: 11,616 shares; 2021Q2: 12,160 shares 12,160 $481K 0.25% +544 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; 2019Q3: 3,903 shares; 2019Q4: 4,078 shares; 2020Q1: 3,948 shares; 2020Q2: 3,089 shares; 2020Q3: 3,419 shares; 2020Q4: 3,459 shares; 2021Q1: 3,499 shares; 2021Q2: 3,424 shares 3,424 $480K 0.25% -75 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; 2019Q3: 3,671 shares; 2019Q4: 3,672 shares; 2020Q1: 2,944 shares; 2020Q2: 3,688 shares; 2020Q3: 4,458 shares; 2020Q4: 4,125 shares; 2021Q1: 4,036 shares; 2021Q2: 3,746 shares 3,746 $472K 0.25% -290 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,908 shares; 2019Q4: 2,793 shares; 2020Q1: 2,635 shares; 2020Q2: 2,943 shares; 2020Q3: 2,802 shares; 2020Q4: 2,532 shares; 2021Q1: 2,355 shares; 2021Q2: 2,018 shares 2,018 $463K 0.24% -337 Timeline XPCQX PIMCO CALIF MUN INCOME FD More: the full row for PIMCO CALIF MUN INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 24,145 shares; 2019Q4: 24,145 shares; 2020Q1: 24,145 shares; 2020Q2: 24,145 shares; 2020Q3: 24,145 shares; 2020Q4: 24,145 shares; 2021Q1: 24,145 shares; 2021Q2: 24,145 shares 24,145 $460K 0.24% 0 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,430 shares; 2020Q4: 3,395 shares; 2021Q1: 4,225 shares; 2021Q2: 5,545 shares 5,545 $451K 0.23% +1,320 Timeline GSEW GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,625 shares; 2019Q4: 3,542 shares; 2020Q1: 3,744 shares; 2020Q2: 4,667 shares; 2020Q3: 6,329 shares; 2020Q4: 6,651 shares; 2021Q1: 6,652 shares; 2021Q2: 6,653 shares 6,653 $447K 0.23% +1 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; 2019Q3: 7,176 shares; 2019Q4: 7,227 shares; 2020Q1: 5,538 shares; 2020Q2: 5,553 shares; 2020Q3: 5,788 shares; 2020Q4: 6,123 shares; 2021Q1: 7,488 shares; 2021Q2: 7,928 shares 7,928 $444K 0.23% +440 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 7,589 shares 7,589 $443K 0.23% new Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 826 shares; 2019Q4: 827 shares; 2020Q1: 697 shares; 2020Q2: 1,161 shares; 2020Q3: 1,157 shares; 2020Q4: 1,130 shares; 2021Q1: 1,051 shares; 2021Q2: 1,254 shares 1,254 $442K 0.23% +203 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; 2019Q3: 1,772 shares; 2019Q4: 1,738 shares; 2020Q1: 1,715 shares; 2020Q2: 1,201 shares; 2020Q3: 1,193 shares; 2020Q4: 1,171 shares; 2021Q1: 1,359 shares; 2021Q2: 1,527 shares 1,527 $441K 0.23% +168 SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372 shares; 2020Q3: 25 shares; 2020Q4: 25 shares; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $438K 0.23% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 823 shares; 2019Q4: 2,618 shares; 2020Q1: 1,866 shares; 2020Q2: 2,581 shares; 2020Q3: 2,681 shares; 2020Q4: 2,886 shares; 2021Q1: 3,254 shares; 2021Q2: 3,434 shares 3,434 $434K 0.23% +180 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 4,810 shares 4,810 $423K 0.22% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,265 shares; 2019Q4: 3,265 shares; 2020Q1: 2,763 shares; 2020Q2: 2,350 shares; 2020Q3: 2,350 shares; 2020Q4: 2,530 shares; 2021Q1: 2,990 shares; 2021Q2: 3,110 shares 3,110 $421K 0.22% +120 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; 2019Q3: 17,627 shares; 2019Q4: 18,521 shares; 2020Q1: 12,300 shares; 2020Q2: 13,639 shares; 2020Q3: 13,766 shares; 2020Q4: 12,739 shares; 2021Q1: 13,999 shares; 2021Q2: 14,581 shares 14,581 $420K 0.22% +582 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; 2019Q3: 3,049 shares; 2019Q4: 3,062 shares; 2020Q1: 2,791 shares; 2020Q2: 2,595 shares; 2020Q3: 2,611 shares; 2020Q4: 2,582 shares; 2021Q1: 3,107 shares; 2021Q2: 4,050 shares 4,050 $402K 0.21% +943 Timeline PFM 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; 2019Q3: 11,553 shares; 2019Q4: 12,075 shares; 2020Q1: 12,098 shares; 2020Q2: 9,127 shares; 2020Q3: 9,301 shares; 2020Q4: 9,320 shares; 2021Q1: 10,841 shares; 2021Q2: 10,777 shares 10,777 $391K 0.2% -64 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,003 shares; 2019Q4: 3,003 shares; 2020Q1: 1,562 shares; 2020Q2: 1,562 shares; 2020Q3: 1,482 shares; 2020Q4: 1,667 shares; 2021Q1: 1,667 shares; 2021Q2: 1,632 shares 1,632 $387K 0.2% -35 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,038 shares; 2019Q4: 4,038 shares; 2020Q1: 3,948 shares; 2020Q2: 3,948 shares; 2020Q3: 3,948 shares; 2020Q4: 3,948 shares; 2021Q1: 3,898 shares; 2021Q2: 3,898 shares 3,898 $385K 0.2% 0 Timeline RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,005 shares; 2019Q4: 1,005 shares; 2020Q1: 1,005 shares; 2020Q2: 880 shares; 2020Q3: 1,512 shares; 2020Q4: 1,687 shares; 2021Q1: 2,312 shares; 2021Q2: 2,202 shares 2,202 $377K 0.2% -110 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 560 shares; 2019Q4: 616 shares; 2020Q1: 447 shares; 2020Q2: 421 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares; 2021Q2: 430 shares 430 $376K 0.2% +30 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; 2019Q3: 963 shares; 2019Q4: 1,263 shares; 2020Q1: 1,012 shares; 2020Q2: 848 shares; 2020Q3: 843 shares; 2020Q4: 910 shares; 2021Q1: 1,120 shares; 2021Q2: 1,179 shares 1,179 $375K 0.2% +59 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,801 shares; 2019Q4: 1,901 shares; 2020Q1: 1,202 shares; 2020Q2: 1,207 shares; 2020Q3: 1,207 shares; 2020Q4: 1,207 shares; 2021Q1: 1,277 shares; 2021Q2: 1,277 shares 1,277 $367K 0.19% 0 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 9,306 shares; 2019Q4: 6,870 shares; 2020Q1: 2,896 shares; 2020Q2: 2,842 shares; 2020Q3: 2,567 shares; 2020Q4: 2,775 shares; 2021Q1: 3,111 shares; 2021Q2: 3,261 shares 3,261 $342K 0.18% +150 Timeline JMOM 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; 2019Q3: 8,034 shares; 2019Q4: 8,247 shares; 2020Q1: 9,715 shares; 2020Q2: 6,677 shares; 2020Q3: 7,435 shares; 2020Q4: 7,446 shares; 2021Q1: 7,771 shares; 2021Q2: 7,776 shares 7,776 $339K 0.18% +5 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 775 shares; 2019Q4: 804 shares; 2020Q1: 838 shares; 2020Q2: 1,168 shares; 2020Q3: 1,112 shares; 2020Q4: 1,252 shares; 2021Q1: 1,517 shares; 2021Q2: 1,782 shares 1,782 $335K 0.17% +265 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 554 shares; 2019Q4: 533 shares; 2020Q1: 572 shares; 2020Q2: 393 shares; 2020Q3: 386 shares; 2020Q4: 385 shares; 2021Q1: 421 shares; 2021Q2: 418 shares 418 $334K 0.17% -3 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 14,395 shares; 2019Q4: 14,395 shares; 2020Q1: 9,245 shares; 2020Q2: 9,245 shares; 2020Q3: 8,035 shares; 2020Q4: 8,340 shares; 2021Q1: 8,340 shares; 2021Q2: 8,470 shares 8,470 $334K 0.17% +130 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; 2019Q3: 1,704 shares; 2019Q4: 1,704 shares; 2020Q1: 1,374 shares; 2020Q2: 947 shares; 2020Q3: 1,747 shares; 2020Q4: 1,733 shares; 2021Q1: 1,733 shares; 2021Q2: 1,533 shares 1,533 $332K 0.17% -200 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,220 shares; 2020Q3: 2,730 shares; 2020Q4: 4,035 shares; 2021Q1: 5,015 shares; 2021Q2: 5,330 shares 5,330 $332K 0.17% +315 XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,842 shares; 2019Q4: 2,827 shares; 2020Q1: 3,222 shares; 2020Q2: 3,197 shares; 2020Q3: 3,187 shares; 2020Q4: 3,187 shares; 2021Q1: 3,796 shares; 2021Q2: 4,326 shares 4,326 $330K 0.17% +530 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; 2019Q3: 3,545 shares; 2019Q4: 3,801 shares; 2020Q1: 5,480 shares; 2020Q2: 7,472 shares; 2020Q3: 7,374 shares; 2020Q4: 5,375 shares; 2021Q1: 5,376 shares; 2021Q2: 5,337 shares 5,337 $325K 0.17% -39 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,126 shares; 2019Q4: 4,463 shares; 2020Q1: 4,470 shares; 2020Q2: 4,309 shares; 2020Q3: 4,416 shares; 2020Q4: 4,426 shares; 2021Q1: 5,033 shares; 2021Q2: 5,342 shares 5,342 $319K 0.17% +309 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,321 shares; 2019Q4: 3,322 shares; 2020Q1: 3,060 shares; 2020Q2: 3,027 shares; 2020Q3: 3,028 shares; 2020Q4: 3,449 shares; 2021Q1: 3,627 shares; 2021Q2: 3,038 shares 3,038 $311K 0.16% -589 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; 2019Q3: 1,032 shares; 2019Q4: 1,297 shares; 2020Q1: 1,297 shares; 2020Q2: 1,204 shares; 2020Q3: 1,204 shares; 2020Q4: 1,394 shares; 2021Q1: 2,094 shares; 2021Q2: 2,094 shares 2,094 $310K 0.16% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,230 shares; 2019Q4: 2,230 shares; 2020Q1: 1,770 shares; 2020Q2: 1,818 shares; 2020Q3: 1,818 shares; 2020Q4: 1,818 shares; 2021Q1: 2,003 shares; 2021Q2: 2,368 shares 2,368 $309K 0.16% +365 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,679 shares; 2019Q4: 8,794 shares; 2020Q1: 7,594 shares; 2020Q2: 6,356 shares; 2020Q3: 6,356 shares; 2020Q4: 6,356 shares; 2021Q1: 7,311 shares; 2021Q2: 6,971 shares 6,971 $309K 0.16% -340 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,626 shares; 2019Q4: 1,587 shares; 2020Q1: 1,587 shares; 2020Q2: 1,589 shares; 2020Q3: 1,589 shares; 2020Q4: 1,590 shares; 2021Q1: 1,580 shares; 2021Q2: 1,555 shares 1,555 $305K 0.16% -25 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,301 shares; 2020Q3: 3,881 shares; 2020Q4: 4,051 shares; 2021Q1: 4,016 shares; 2021Q2: 4,001 shares 4,001 $302K 0.16% -15 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; 2019Q3: 1,214 shares; 2019Q4: 1,239 shares; 2020Q1: 1,023 shares; 2020Q2: 1,403 shares; 2020Q3: 1,203 shares; 2020Q4: 1,203 shares; 2021Q1: 1,113 shares; 2021Q2: 1,113 shares 1,113 $296K 0.15% 0 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 365 shares; 2019Q4: 405 shares; 2020Q1: not reported; 2020Q2: 1,810 shares; 2020Q3: 1,810 shares; 2020Q4: 1,810 shares; 2021Q1: 2,375 shares; 2021Q2: 2,465 shares 2,465 $289K 0.15% +90 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 314 shares; 2020Q2: 2,411 shares; 2020Q3: 3,146 shares; 2020Q4: 3,426 shares; 2021Q1: 3,691 shares; 2021Q2: 3,691 shares 3,691 $287K 0.15% 0 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; 2019Q3: 608 shares; 2019Q4: 473 shares; 2020Q1: 530 shares; 2020Q2: 776 shares; 2020Q3: 776 shares; 2020Q4: 1,006 shares; 2021Q1: 1,346 shares; 2021Q2: 1,581 shares 1,581 $285K 0.15% +235 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 22,420 shares; 2020Q3: 23,270 shares; 2020Q4: 5,554 shares; 2021Q1: 5,585 shares; 2021Q2: 3,345 shares 3,345 $284K 0.15% -2,240 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; 2019Q3: 1,936 shares; 2019Q4: 1,936 shares; 2020Q1: 1,595 shares; 2020Q2: 1,144 shares; 2020Q3: 1,144 shares; 2020Q4: 1,284 shares; 2021Q1: 1,404 shares; 2021Q2: 1,429 shares 1,429 $283K 0.15% +25 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,644 shares; 2021Q1: 2,394 shares; 2021Q2: 2,910 shares 2,910 $283K 0.15% +516 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 202 shares; 2019Q4: 189 shares; 2020Q1: 1,126 shares; 2020Q2: 1,293 shares; 2020Q3: 1,293 shares; 2020Q4: 1,293 shares; 2021Q1: 1,408 shares; 2021Q2: 1,358 shares 1,358 $281K 0.15% -50 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 20,443 shares; 2020Q2: 20,443 shares; 2020Q3: 25,015 shares; 2020Q4: not reported; 2021Q1: 79,344 shares; 2021Q2: 13,286 shares 13,286 $278K 0.14% -66,058 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,168 shares; 2020Q3: 1,168 shares; 2020Q4: 1,168 shares; 2021Q1: 1,153 shares; 2021Q2: 1,153 shares 1,153 $275K 0.14% 0 Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,899 shares; 2019Q4: 6,918 shares; 2020Q1: 4,805 shares; 2020Q2: 3,915 shares; 2020Q3: 3,837 shares; 2020Q4: 3,851 shares; 2021Q1: 3,866 shares; 2021Q2: 4,031 shares 4,031 $272K 0.14% +165 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 450 shares; 2020Q2: 1,005 shares; 2020Q3: 1,130 shares; 2020Q4: 1,770 shares; 2021Q1: 2,345 shares; 2021Q2: 2,345 shares 2,345 $270K 0.14% 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; 2019Q3: 147 shares; 2019Q4: 147 shares; 2020Q1: 58 shares; 2020Q2: 336 shares; 2020Q3: 441 shares; 2020Q4: 751 shares; 2021Q1: 1,046 shares; 2021Q2: 1,086 shares 1,086 $265K 0.14% +40 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,345 shares; 2020Q4: 2,945 shares; 2021Q1: 3,540 shares; 2021Q2: 4,235 shares 4,235 $263K 0.14% +695 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; 2019Q3: 1,846 shares; 2019Q4: 1,895 shares; 2020Q1: 364 shares; 2020Q2: 1,488 shares; 2020Q3: 1,488 shares; 2020Q4: 1,499 shares; 2021Q1: 2,449 shares; 2021Q2: 2,644 shares 2,644 $261K 0.14% +195 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 83,849 shares; 2021Q2: 13,862 shares 13,862 $261K 0.14% -69,987 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 806 shares; 2019Q4: 804 shares; 2020Q1: 811 shares; 2020Q2: 916 shares; 2020Q3: 911 shares; 2020Q4: 911 shares; 2021Q1: 903 shares; 2021Q2: 900 shares 900 $258K 0.13% -3 Timeline Proshares Short S&P Proshares Short S&P More: the full row for Proshares Short S&P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 41,936 shares; 2020Q2: 4,051 shares; 2020Q3: 41,426 shares; 2020Q4: not reported; 2021Q1: 99,676 shares; 2021Q2: 16,708 shares 16,708 $257K 0.13% -82,968 BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 226 shares; 2019Q4: 207 shares; 2020Q1: 117 shares; 2020Q2: 117 shares; 2020Q3: 117 shares; 2020Q4: 117 shares; 2021Q1: 187 shares; 2021Q2: 117 shares 117 $256K 0.13% -70 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 7,004 shares; 2020Q3: 7,007 shares; 2020Q4: 7,010 shares; 2021Q1: 6,612 shares; 2021Q2: 5,013 shares 5,013 $254K 0.13% -1,599 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; 2019Q3: 61 shares; 2019Q4: 64 shares; 2020Q1: 61 shares; 2020Q2: 450 shares; 2020Q3: 510 shares; 2020Q4: 590 shares; 2021Q1: 665 shares; 2021Q2: 665 shares 665 $253K 0.13% 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; 2019Q3: 482 shares; 2019Q4: 482 shares; 2020Q1: 732 shares; 2020Q2: 1,232 shares; 2020Q3: 1,232 shares; 2020Q4: 3,263 shares; 2021Q1: 3,239 shares; 2021Q2: 3,023 shares 3,023 $249K 0.13% -216 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 74,535 shares; 2020Q2: 22,992 shares; 2020Q3: 46,813 shares; 2020Q4: not reported; 2021Q1: 120,390 shares; 2021Q2: 20,059 shares 20,059 $249K 0.13% -100,331 MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,006 shares; 2019Q4: 1,126 shares; 2020Q1: 1,083 shares; 2020Q2: 663 shares; 2020Q3: 663 shares; 2020Q4: 663 shares; 2021Q1: 663 shares; 2021Q2: 663 shares 663 $241K 0.13% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,663 shares; 2019Q4: 3,540 shares; 2020Q1: 1,140 shares; 2020Q2: 1,058 shares; 2020Q3: 1,005 shares; 2020Q4: 1,004 shares; 2021Q1: 1,004 shares; 2021Q2: 1,002 shares 1,002 $240K 0.13% -2 Timeline MAXIM INTEGRATED PRODS INC MAXIM INTEGRATED PRODS INC More: the full row for MAXIM INTEGRATED PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,367 shares; 2019Q4: 2,617 shares; 2020Q1: 2,573 shares; 2020Q2: 2,459 shares; 2020Q3: 2,265 shares; 2020Q4: 2,265 shares; 2021Q1: 2,265 shares; 2021Q2: 2,265 shares 2,265 $239K 0.12% 0 XLSR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 1,080 shares; 2020Q1: 3,465 shares; 2020Q2: 4,475 shares; 2020Q3: 4,775 shares; 2020Q4: 5,475 shares; 2021Q1: 5,475 shares; 2021Q2: 5,375 shares 5,375 $239K 0.12% -100 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,279 shares; 2019Q4: 969 shares; 2020Q1: 479 shares; 2020Q2: 1,479 shares; 2020Q3: 882 shares; 2020Q4: 1,197 shares; 2021Q1: 1,197 shares; 2021Q2: 797 shares 797 $238K 0.12% -400 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,000 shares; 2020Q4: 9,500 shares; 2021Q1: 9,500 shares; 2021Q2: 5,500 shares 5,500 $237K 0.12% -4,000 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,044 shares; 2019Q4: 1,044 shares; 2020Q1: 1,493 shares; 2020Q2: 1,463 shares; 2020Q3: 1,453 shares; 2020Q4: 1,453 shares; 2021Q1: 1,440 shares; 2021Q2: 1,432 shares 1,432 $231K 0.12% -8 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; 2019Q3: 1,662 shares; 2019Q4: 1,662 shares; 2020Q1: 1,679 shares; 2020Q2: 1,573 shares; 2020Q3: 1,567 shares; 2020Q4: 1,482 shares; 2021Q1: 1,482 shares; 2021Q2: 855 shares 855 $229K 0.12% -627 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; 2019Q3: 1,363 shares; 2019Q4: 1,362 shares; 2020Q1: 1,110 shares; 2020Q2: 958 shares; 2020Q3: 949 shares; 2020Q4: 1,068 shares; 2021Q1: 1,068 shares; 2021Q2: 993 shares 993 $228K 0.12% -75 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; 2019Q3: 6,087 shares; 2019Q4: 1,287 shares; 2020Q1: 1,211 shares; 2020Q2: 1,203 shares; 2020Q3: 1,203 shares; 2020Q4: 1,203 shares; 2021Q1: 1,203 shares; 2021Q2: 1,343 shares 1,343 $228K 0.12% +140 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; 2019Q3: 4,316 shares; 2019Q4: 2,491 shares; 2020Q1: 3,124 shares; 2020Q2: 3,015 shares; 2020Q3: 2,996 shares; 2020Q4: 2,994 shares; 2021Q1: 4,054 shares; 2021Q2: 3,340 shares 3,340 $223K 0.12% -714 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 609 shares; 2019Q4: 609 shares; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 600 shares; 2021Q1: 600 shares; 2021Q2: 600 shares 600 $223K 0.12% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,575 shares; 2020Q2: 7,323 shares; 2020Q3: 7,273 shares; 2020Q4: 7,273 shares; 2021Q1: 7,228 shares; 2021Q2: 7,162 shares 7,162 $222K 0.12% -66 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 625 shares; 2019Q4: 325 shares; 2020Q1: 295 shares; 2020Q2: 1,050 shares; 2020Q3: 1,210 shares; 2020Q4: 12,127 shares; 2021Q1: 2,575 shares; 2021Q2: 2,575 shares 2,575 $221K 0.12% 0 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,973 shares; 2019Q4: 5,453 shares; 2020Q1: 1,662 shares; 2020Q2: 1,662 shares; 2020Q3: 1,312 shares; 2020Q4: 1,837 shares; 2021Q1: 3,487 shares; 2021Q2: 4,127 shares 4,127 $221K 0.12% +640 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,618 shares; 2019Q4: 1,618 shares; 2020Q1: 1,618 shares; 2020Q2: 1,490 shares; 2020Q3: 1,360 shares; 2020Q4: 2,720 shares; 2021Q1: 2,720 shares; 2021Q2: 2,720 shares 2,720 $220K 0.11% 0 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 93 shares; 2019Q4: 93 shares; 2020Q1: 568 shares; 2020Q2: 4,720 shares; 2020Q3: 6,265 shares; 2020Q4: 7,418 shares; 2021Q1: 17,473 shares; 2021Q2: 3,017 shares 3,017 $220K 0.11% -14,456 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; 2019Q3: 4,680 shares; 2019Q4: 2,464 shares; 2020Q1: 1,767 shares; 2020Q2: 3,580 shares; 2020Q3: 3,560 shares; 2020Q4: 3,560 shares; 2021Q1: 4,550 shares; 2021Q2: 4,525 shares 4,525 $216K 0.11% -25 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 905 shares; 2019Q4: 1,040 shares; 2020Q1: 1,195 shares; 2020Q2: 1,004 shares; 2020Q3: 1,004 shares; 2020Q4: 1,622 shares; 2021Q1: 1,622 shares; 2021Q2: 1,742 shares 1,742 $216K 0.11% +120 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; 2019Q3: 2,632 shares; 2019Q4: 2,632 shares; 2020Q1: 2,573 shares; 2020Q2: 2,528 shares; 2020Q3: 2,528 shares; 2020Q4: 2,528 shares; 2021Q1: 2,025 shares; 2021Q2: 2,025 shares 2,025 $210K 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; 2019Q3: 1,519 shares; 2019Q4: 1,519 shares; 2020Q1: 1,126 shares; 2020Q2: 1,944 shares; 2020Q3: 1,944 shares; 2020Q4: 2,209 shares; 2021Q1: 2,454 shares; 2021Q2: 2,554 shares 2,554 $210K 0.11% +100 Timeline XNTK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 515 shares; 2019Q4: 516 shares; 2020Q1: 516 shares; 2020Q2: 517 shares; 2020Q3: 517 shares; 2020Q4: 517 shares; 2021Q1: 936 shares; 2021Q2: 1,300 shares 1,300 $207K 0.11% +364 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 4,003 shares; 2020Q3: 4,004 shares; 2020Q4: 4,006 shares; 2021Q1: 4,007 shares; 2021Q2: 4,007 shares 4,007 $205K 0.11% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 199 shares; 2019Q4: 199 shares; 2020Q1: 184 shares; 2020Q2: 833 shares; 2020Q3: 833 shares; 2020Q4: 833 shares; 2021Q1: 943 shares; 2021Q2: 943 shares 943 $204K 0.11% 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; 2019Q3: 4,662 shares; 2019Q4: 4,737 shares; 2020Q1: 3,753 shares; 2020Q2: 3,618 shares; 2020Q3: 3,618 shares; 2020Q4: 3,618 shares; 2021Q1: 4,668 shares; 2021Q2: 4,908 shares 4,908 $202K 0.11% +240 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 830 shares; 2019Q4: 830 shares; 2020Q1: 782 shares; 2020Q2: 2,089 shares; 2020Q3: 2,089 shares; 2020Q4: 2,089 shares; 2021Q1: 2,384 shares; 2021Q2: 3,004 shares 3,004 $202K 0.11% +620 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; 2019Q3: 40,271 shares; 2019Q4: 24,821 shares; 2020Q1: 23,126 shares; 2020Q2: 24,266 shares; 2020Q3: 24,186 shares; 2020Q4: 24,186 shares; 2021Q1: 24,186 shares; 2021Q2: 3,165 shares 3,165 $201K 0.1% -21,021 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,540 shares; 2019Q4: 2,530 shares; 2020Q1: 2,960 shares; 2020Q2: 2,989 shares; 2020Q3: 2,974 shares; 2020Q4: 2,974 shares; 2021Q1: 2,979 shares; 2021Q2: 2,802 shares 2,802 $201K 0.1% -177 WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,504 shares; 2019Q4: 1,254 shares; 2020Q1: 833 shares; 2020Q2: 592 shares; 2020Q3: 428 shares; 2020Q4: 428 shares; 2021Q1: 4,373 shares; 2021Q2: 4,409 shares 4,409 $199K 0.1% +36 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,931 shares; 2019Q4: 10,064 shares; 2020Q1: 2,926 shares; 2020Q2: 5,935 shares; 2020Q3: 5,338 shares; 2020Q4: 5,299 shares; 2021Q1: 6,549 shares; 2021Q2: 6,549 shares 6,549 $198K 0.1% 0 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; 2019Q3: 2,771 shares; 2019Q4: 1,138 shares; 2020Q1: 164 shares; 2020Q2: 101 shares; 2020Q3: 101 shares; 2020Q4: 101 shares; 2021Q1: 2,621 shares; 2021Q2: 3,111 shares 3,111 $197K 0.1% +490 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,255 shares; 2019Q4: 2,256 shares; 2020Q1: 2,694 shares; 2020Q2: 3,134 shares; 2020Q3: 3,119 shares; 2020Q4: 3,119 shares; 2021Q1: 3,089 shares; 2021Q2: 3,039 shares 3,039 $196K 0.1% -50 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,711 shares; 2019Q4: 1,711 shares; 2020Q1: 3,515 shares; 2020Q2: 3,465 shares; 2020Q3: 3,465 shares; 2020Q4: 3,465 shares; 2021Q1: 3,465 shares; 2021Q2: 3,465 shares 3,465 $190K 0.1% 0 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 823 shares; 2019Q4: 821 shares; 2020Q1: 921 shares; 2020Q2: 890 shares; 2020Q3: 885 shares; 2020Q4: 885 shares; 2021Q1: 888 shares; 2021Q2: 886 shares 886 $188K 0.1% -2 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; 2019Q3: 28,859 shares; 2019Q4: 5,133 shares; 2020Q1: 2,543 shares; 2020Q2: 3,193 shares; 2020Q3: 2,454 shares; 2020Q4: 24,635 shares; 2021Q1: 25,112 shares; 2021Q2: 3,436 shares 3,436 $185K 0.1% -21,676 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 382 shares; 2019Q4: 467 shares; 2020Q1: 492 shares; 2020Q2: 290 shares; 2020Q3: 310 shares; 2020Q4: 322 shares; 2021Q1: 322 shares; 2021Q2: 322 shares 322 $182K 0.09% 0 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 539 shares; 2019Q4: 528 shares; 2020Q1: 1,255 shares; 2020Q2: 3,472 shares; 2020Q3: 3,476 shares; 2020Q4: 3,384 shares; 2021Q1: 2,929 shares; 2021Q2: 2,627 shares 2,627 $181K 0.09% -302 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,544 shares; 2019Q4: 2,847 shares; 2020Q1: 1,491 shares; 2020Q2: 1,131 shares; 2020Q3: 882 shares; 2020Q4: 783 shares; 2021Q1: 1,116 shares; 2021Q2: 773 shares 773 $181K 0.09% -343 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; 2019Q3: 1,066 shares; 2019Q4: 1,065 shares; 2020Q1: 972 shares; 2020Q2: 881 shares; 2020Q3: 873 shares; 2020Q4: 610 shares; 2021Q1: 610 shares; 2021Q2: 610 shares 610 $180K 0.09% 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; 2019Q3: 1,378 shares; 2019Q4: 1,247 shares; 2020Q1: 2,322 shares; 2020Q2: 2,728 shares; 2020Q3: 2,724 shares; 2020Q4: 2,912 shares; 2021Q1: 2,852 shares; 2021Q2: 2,849 shares 2,849 $177K 0.09% -3 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; 2019Q3: 15,204 shares; 2019Q4: 15,204 shares; 2020Q1: 7,549 shares; 2020Q2: 7,549 shares; 2020Q3: 6,549 shares; 2020Q4: 3,984 shares; 2021Q1: 3,439 shares; 2021Q2: 3,439 shares 3,439 $177K 0.09% 0 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,980 shares; 2021Q1: 5,555 shares; 2021Q2: 4,780 shares 4,780 $175K 0.09% -775 PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,299 shares; 2019Q4: 2,299 shares; 2020Q1: 1,839 shares; 2020Q2: 1,249 shares; 2020Q3: 1,249 shares; 2020Q4: 1,249 shares; 2021Q1: 1,449 shares; 2021Q2: 1,449 shares 1,449 $173K 0.09% 0 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 880 shares; 2020Q2: 31,132 shares; 2020Q3: 31,132 shares; 2020Q4: 10,560 shares; 2021Q1: 10,560 shares; 2021Q2: 8,080 shares 8,080 $171K 0.09% -2,480 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 42,621 shares; 2021Q1: 42,796 shares; 2021Q2: 4,569 shares 4,569 $168K 0.09% -38,227 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 25 shares; 2019Q4: 25 shares; 2020Q1: 25 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 960 shares 960 $167K 0.09% new Timeline J P MORGAN EXCHANGE TRADED F 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; 2019Q3: 5,469 shares; 2019Q4: 6,057 shares; 2020Q1: 6,073 shares; 2020Q2: 5,562 shares; 2020Q3: 5,080 shares; 2020Q4: 5,129 shares; 2021Q1: 5,136 shares; 2021Q2: 5,143 shares 5,143 $167K 0.09% +7 SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,172 shares; 2019Q4: 1,172 shares; 2020Q1: 697 shares; 2020Q2: 680 shares; 2020Q3: 635 shares; 2020Q4: 635 shares; 2021Q1: 635 shares; 2021Q2: 635 shares 635 $165K 0.09% 0 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 1,765 shares; 2021Q1: 1,731 shares; 2021Q2: 600 shares 600 $165K 0.09% -1,131 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; 2019Q3: 11,542 shares; 2019Q4: 12,772 shares; 2020Q1: 8,857 shares; 2020Q2: 8,472 shares; 2020Q3: 8,447 shares; 2020Q4: 8,257 shares; 2021Q1: 9,042 shares; 2021Q2: 9,002 shares 9,002 $164K 0.09% -40 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 115 shares; 2021Q1: 610 shares; 2021Q2: 726 shares 726 $164K 0.09% +116 Timeline XILINX INC XILINX INC More: the full row for XILINX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,729 shares; 2019Q4: 1,729 shares; 2020Q1: 1,729 shares; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares; 2020Q4: 1,120 shares; 2021Q1: 1,120 shares; 2021Q2: 1,120 shares 1,120 $162K 0.08% 0 IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 140 shares; 2020Q3: 1,085 shares; 2020Q4: 2,150 shares; 2021Q1: 2,850 shares; 2021Q2: 2,413 shares 2,413 $160K 0.08% -437 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 134 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,100 shares; 2021Q2: 9,075 shares 9,075 $157K 0.08% -25 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,705 shares; 2019Q4: 5,980 shares; 2020Q1: 1,065 shares; 2020Q2: 1,065 shares; 2020Q3: 815 shares; 2020Q4: 815 shares; 2021Q1: 965 shares; 2021Q2: 965 shares 965 $154K 0.08% 0 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,748 shares; 2019Q4: 1,878 shares; 2020Q1: 1,984 shares; 2020Q2: 1,289 shares; 2020Q3: 1,289 shares; 2020Q4: 1,289 shares; 2021Q1: 1,289 shares; 2021Q2: 1,289 shares 1,289 $148K 0.08% 0 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 122 shares; 2019Q4: 122 shares; 2020Q1: 1,602 shares; 2020Q2: 12,996 shares; 2020Q3: 13,644 shares; 2020Q4: 14,240 shares; 2021Q1: 8,222 shares; 2021Q2: 2,125 shares 2,125 $148K 0.08% -6,097 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 323 shares; 2019Q4: 268 shares; 2020Q1: 236 shares; 2020Q2: 530 shares; 2020Q3: 845 shares; 2020Q4: 1,625 shares; 2021Q1: 1,520 shares; 2021Q2: 1,520 shares 1,520 $145K 0.08% 0 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,473 shares; 2019Q4: 2,055 shares; 2020Q1: 1,633 shares; 2020Q2: 1,609 shares; 2020Q3: 1,599 shares; 2020Q4: 1,995 shares; 2021Q1: 1,995 shares; 2021Q2: 1,985 shares 1,985 $144K 0.08% -10 Timeline PHYSICIANS REALTY TRUST PHYSICIANS REALTY TRUST More: the full row for PHYSICIANS REALTY TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,355 shares; 2020Q2: 6,280 shares; 2020Q3: 6,255 shares; 2020Q4: 6,255 shares; 2021Q1: 6,210 shares; 2021Q2: 7,755 shares 7,755 $144K 0.08% +1,545 BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,135 shares; 2019Q4: 2,268 shares; 2020Q1: 930 shares; 2020Q2: 31,015 shares; 2020Q3: 7,435 shares; 2020Q4: 24,140 shares; 2021Q1: 40,722 shares; 2021Q2: 5,428 shares 5,428 $143K 0.07% -35,294 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; 2019Q3: 650 shares; 2019Q4: 650 shares; 2020Q1: 1,400 shares; 2020Q2: 1,400 shares; 2020Q3: 650 shares; 2020Q4: 2,540 shares; 2021Q1: 3,635 shares; 2021Q2: 3,565 shares 3,565 $142K 0.07% -70 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; 2019Q3: 2,335 shares; 2019Q4: 2,390 shares; 2020Q1: 210 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,090 shares; 2021Q2: 1,355 shares 1,355 $139K 0.07% +265 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,288 shares; 2019Q4: 3,991 shares; 2020Q1: 1,351 shares; 2020Q2: 1,429 shares; 2020Q3: 1,429 shares; 2020Q4: 1,187 shares; 2021Q1: 2,417 shares; 2021Q2: 2,417 shares 2,417 $138K 0.07% 0 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 869 shares; 2020Q2: 869 shares; 2020Q3: 644 shares; 2020Q4: 644 shares; 2021Q1: 644 shares; 2021Q2: 609 shares 609 $137K 0.07% -35 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 84 shares; 2019Q4: 19,374 shares; 2020Q1: 4,584 shares; 2020Q2: 3,000 shares; 2020Q3: 2,023 shares; 2020Q4: 2,236 shares; 2021Q1: 2,491 shares; 2021Q2: 1,491 shares 1,491 $135K 0.07% -1,000 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 25 shares; 2020Q4: 1,933 shares; 2021Q1: 1,933 shares; 2021Q2: 289 shares 289 $133K 0.07% -1,644 Timeline PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 24,515 shares; 2021Q2: 3,811 shares 3,811 $132K 0.07% -20,704 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; 2019Q3: 121 shares; 2019Q4: 121 shares; 2020Q1: 317 shares; 2020Q2: 633 shares; 2020Q3: 693 shares; 2020Q4: 468 shares; 2021Q1: 645 shares; 2021Q2: 688 shares 688 $129K 0.07% +43 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 432 shares; 2019Q4: 490 shares; 2020Q1: 430 shares; 2020Q2: 2,071 shares; 2020Q3: 2,067 shares; 2020Q4: 2,046 shares; 2021Q1: 2,046 shares; 2021Q2: 290 shares 290 $129K 0.07% -1,756 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 36,150 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 190 shares; 2021Q1: 190 shares; 2021Q2: 3,520 shares 3,520 $128K 0.07% +3,330 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 193 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,277 shares; 2021Q2: 1,785 shares 1,785 $127K 0.07% +508 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,539 shares; 2019Q4: 5,539 shares; 2020Q1: 5,361 shares; 2020Q2: 61 shares; 2020Q3: 61 shares; 2020Q4: 61 shares; 2021Q1: 641 shares; 2021Q2: 791 shares 791 $126K 0.07% +150 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,499 shares; 2019Q4: 2,319 shares; 2020Q1: 1,820 shares; 2020Q2: 1,645 shares; 2020Q3: 1,645 shares; 2020Q4: 1,609 shares; 2021Q1: 1,609 shares; 2021Q2: 1,609 shares 1,609 $125K 0.07% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 397 shares; 2019Q4: 397 shares; 2020Q1: 462 shares; 2020Q2: 981 shares; 2020Q3: 981 shares; 2020Q4: 981 shares; 2021Q1: 1,151 shares; 2021Q2: 1,151 shares 1,151 $125K 0.07% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 271 shares; 2019Q4: 1,171 shares; 2020Q1: 991 shares; 2020Q2: 550 shares; 2020Q3: 450 shares; 2020Q4: 450 shares; 2021Q1: 450 shares; 2021Q2: 250 shares 250 $123K 0.06% -200 Timeline SPHD 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; 2019Q3: 3,189 shares; 2019Q4: 3,217 shares; 2020Q1: 3,246 shares; 2020Q2: 3,286 shares; 2020Q3: 2,697 shares; 2020Q4: 2,732 shares; 2021Q1: 2,764 shares; 2021Q2: 2,788 shares 2,788 $123K 0.06% +24 Timeline J P MORGAN EXCHANGE TRADED F 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; 2019Q3: 1,970 shares; 2019Q4: 3,490 shares; 2020Q1: 3,910 shares; 2020Q2: 4,705 shares; 2020Q3: 5,045 shares; 2020Q4: 3,495 shares; 2021Q1: 3,495 shares; 2021Q2: 3,495 shares 3,495 $123K 0.06% 0 PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,834 shares; 2019Q4: 2,786 shares; 2020Q1: 443 shares; 2020Q2: 409 shares; 2020Q3: 409 shares; 2020Q4: 789 shares; 2021Q1: 1,199 shares; 2021Q2: 1,419 shares 1,419 $121K 0.06% +220 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; 2019Q3: 1,272 shares; 2019Q4: 1,582 shares; 2020Q1: 513 shares; 2020Q2: 1,089 shares; 2020Q3: 1,089 shares; 2020Q4: 1,089 shares; 2021Q1: 1,644 shares; 2021Q2: 1,644 shares 1,644 $120K 0.06% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 191 shares; 2019Q4: 242 shares; 2020Q1: 271 shares; 2020Q2: 455 shares; 2020Q3: 504 shares; 2020Q4: 502 shares; 2021Q1: 502 shares; 2021Q2: 497 shares 497 $119K 0.06% -5 Timeline THOMPSON REUTERS CORP THOMPSON REUTERS CORP More: the full row for THOMPSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,004 shares; 2019Q4: 2,405 shares; 2020Q1: 2,405 shares; 2020Q2: 1,355 shares; 2020Q3: 1,355 shares; 2020Q4: 1,355 shares; 2021Q1: 1,197 shares; 2021Q2: 1,197 shares 1,197 $119K 0.06% 0 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; 2019Q3: 286 shares; 2019Q4: 286 shares; 2020Q1: 198 shares; 2020Q2: 496 shares; 2020Q3: 496 shares; 2020Q4: 496 shares; 2021Q1: 1,741 shares; 2021Q2: 1,901 shares 1,901 $116K 0.06% +160 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300 shares; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $115K 0.06% 0 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 51 shares; 2020Q2: 115 shares; 2020Q3: 125 shares; 2020Q4: 125 shares; 2021Q1: 158 shares; 2021Q2: 158 shares 158 $114K 0.06% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,857 shares; 2019Q4: 5,637 shares; 2020Q1: 6,473 shares; 2020Q2: 8,163 shares; 2020Q3: 8,138 shares; 2020Q4: 8,138 shares; 2021Q1: 8,088 shares; 2021Q2: 6,714 shares 6,714 $114K 0.06% -1,374 Timeline TWITTER INC TWITTER INC More: the full row for TWITTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,399 shares; 2019Q4: 2,393 shares; 2020Q1: 2,355 shares; 2020Q2: 1,600 shares; 2020Q3: 1,656 shares; 2020Q4: 1,752 shares; 2021Q1: 1,752 shares; 2021Q2: 1,656 shares 1,656 $114K 0.06% -96 EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,800 shares; 2019Q4: 3,800 shares; 2020Q1: 2,216 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 800 shares; 2021Q1: 800 shares; 2021Q2: 800 shares 800 $113K 0.06% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 456 shares; 2019Q4: 696 shares; 2020Q1: 696 shares; 2020Q2: 696 shares; 2020Q3: 696 shares; 2020Q4: 696 shares; 2021Q1: 871 shares; 2021Q2: 871 shares 871 $113K 0.06% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,856 shares; 2019Q4: 4,676 shares; 2020Q1: 3,662 shares; 2020Q2: 3,300 shares; 2020Q3: 3,300 shares; 2020Q4: 3,368 shares; 2021Q1: 3,116 shares; 2021Q2: 3,048 shares 3,048 $112K 0.06% -68 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,810 shares; 2019Q4: 3,075 shares; 2020Q1: 1,225 shares; 2020Q2: 1,225 shares; 2020Q3: 1,225 shares; 2020Q4: 1,225 shares; 2021Q1: 1,225 shares; 2021Q2: 1,225 shares 1,225 $112K 0.06% 0 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,898 shares 1,898 $111K 0.06% new Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 1,788 shares; 2020Q2: 3,165 shares; 2020Q3: 3,145 shares; 2020Q4: 3,035 shares; 2021Q1: 3,005 shares; 2021Q2: 2,990 shares 2,990 $111K 0.06% -15 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,626 shares; 2019Q4: 2,501 shares; 2020Q1: 835 shares; 2020Q2: 727 shares; 2020Q3: 727 shares; 2020Q4: 727 shares; 2021Q1: 727 shares; 2021Q2: 727 shares 727 $109K 0.06% 0 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; 2019Q3: 1,136 shares; 2019Q4: 1,132 shares; 2020Q1: 597 shares; 2020Q2: 553 shares; 2020Q3: 702 shares; 2020Q4: 702 shares; 2021Q1: 737 shares; 2021Q2: 802 shares 802 $107K 0.06% +65 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 11,028 shares; 2019Q4: 11,028 shares; 2020Q1: 5,862 shares; 2020Q2: 5,299 shares; 2020Q3: 4,299 shares; 2020Q4: 2,471 shares; 2021Q1: 1,956 shares; 2021Q2: 1,956 shares 1,956 $106K 0.06% 0 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 5,563 shares; 2019Q4: 5,798 shares; 2020Q1: 889 shares; 2020Q2: 1,390 shares; 2020Q3: 1,218 shares; 2020Q4: 2,418 shares; 2021Q1: 2,342 shares; 2021Q2: 1,937 shares 1,937 $102K 0.05% -405 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 508 shares; 2019Q4: 556 shares; 2020Q1: 474 shares; 2020Q2: 345 shares; 2020Q3: 260 shares; 2020Q4: 260 shares; 2021Q1: 335 shares; 2021Q2: 335 shares 335 $101K 0.05% 0 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 191 shares; 2019Q4: 52 shares; 2020Q1: 2 shares; 2020Q2: 43 shares; 2020Q3: 43 shares; 2020Q4: 43 shares; 2021Q1: 44 shares; 2021Q2: 64 shares 64 $100K 0.05% +20 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 449 shares; 2019Q4: 248 shares; 2020Q1: 7,591 shares; 2020Q2: 6,500 shares; 2020Q3: 6,690 shares; 2020Q4: 6,690 shares; 2021Q1: 6,846 shares; 2021Q2: 6,690 shares 6,690 $100K 0.05% -156 Timeline XTN SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,540 shares; 2019Q4: 1,440 shares; 2020Q1: 1,160 shares; 2020Q2: 1,160 shares; 2020Q3: 1,160 shares; 2020Q4: 1,160 shares; 2021Q1: 1,160 shares; 2021Q2: 1,160 shares 1,160 $99K 0.05% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 473 shares; 2020Q2: 159 shares; 2020Q3: 159 shares; 2020Q4: 2,159 shares; 2021Q1: 5,609 shares; 2021Q2: 6,859 shares 6,859 $98K 0.05% +1,250 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 543 shares; 2019Q4: 550 shares; 2020Q1: 555 shares; 2020Q2: 290 shares; 2020Q3: 290 shares; 2020Q4: 262 shares; 2021Q1: 337 shares; 2021Q2: 337 shares 337 $98K 0.05% 0 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 757 shares; 2019Q4: 636 shares; 2020Q1: 636 shares; 2020Q2: 589 shares; 2020Q3: 578 shares; 2020Q4: 695 shares; 2021Q1: 794 shares; 2021Q2: 789 shares 789 $98K 0.05% -5 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 956 shares; 2019Q4: 1,386 shares; 2020Q1: 1,312 shares; 2020Q2: 1,277 shares; 2020Q3: 1,277 shares; 2020Q4: 1,277 shares; 2021Q1: 1,632 shares; 2021Q2: 1,632 shares 1,632 $97K 0.05% 0 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,016 shares; 2019Q4: 3,016 shares; 2020Q1: 3,016 shares; 2020Q2: 3,016 shares; 2020Q3: 3,016 shares; 2020Q4: 3,016 shares; 2021Q1: 3,016 shares; 2021Q2: 3,016 shares 3,016 $97K 0.05% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,128 shares; 2019Q4: 1,296 shares; 2020Q1: 1,061 shares; 2020Q2: 843 shares; 2020Q3: 712 shares; 2020Q4: 570 shares; 2021Q1: 785 shares; 2021Q2: 1,040 shares 1,040 $95K 0.05% +255 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; 2019Q3: 1,992 shares; 2019Q4: 1,992 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares; 2021Q1: 900 shares; 2021Q2: 900 shares 900 $94K 0.05% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 258 shares; 2020Q2: 258 shares; 2020Q3: 258 shares; 2020Q4: 258 shares; 2021Q1: 258 shares; 2021Q2: 258 shares 258 $93K 0.05% 0 Timeline CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,736 shares; 2020Q3: 7,736 shares; 2020Q4: 7,736 shares; 2021Q1: 7,286 shares; 2021Q2: 1,155 shares 1,155 $92K 0.05% -6,131 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 310 shares; 2020Q3: 310 shares; 2020Q4: 1,725 shares; 2021Q1: 1,725 shares; 2021Q2: 1,725 shares 1,725 $91K 0.05% 0 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,053 shares; 2019Q4: 4,048 shares; 2020Q1: 3,648 shares; 2020Q2: 3,576 shares; 2020Q3: 3,567 shares; 2020Q4: 3,566 shares; 2021Q1: 3,558 shares; 2021Q2: 438 shares 438 $91K 0.05% -3,120 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,292 shares; 2019Q4: 2,779 shares; 2020Q1: 2,699 shares; 2020Q2: 2,485 shares; 2020Q3: 2,444 shares; 2020Q4: 2,434 shares; 2021Q1: 2,409 shares; 2021Q2: 2,043 shares 2,043 $88K 0.05% -366 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; 2019Q3: 55,996 shares; 2019Q4: 56,060 shares; 2020Q1: 59,609 shares; 2020Q2: 9,670 shares; 2020Q3: 9,870 shares; 2020Q4: 2,705 shares; 2021Q1: 1,810 shares; 2021Q2: 1,384 shares 1,384 $88K 0.05% -426 Timeline JPME 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; 2019Q3: 1,557 shares; 2019Q4: 1,566 shares; 2020Q1: 1,573 shares; 2020Q2: 1,118 shares; 2020Q3: 1,122 shares; 2020Q4: 1,069 shares; 2021Q1: 1,002 shares; 2021Q2: 1,005 shares 1,005 $88K 0.05% +3 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,925 shares; 2019Q4: 2,945 shares; 2020Q1: 2,945 shares; 2020Q2: 1,050 shares; 2020Q3: 2,050 shares; 2020Q4: 2,050 shares; 2021Q1: 2,050 shares; 2021Q2: 2,050 shares 2,050 $88K 0.05% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2 shares; 2019Q4: 2 shares; 2020Q1: 2 shares; 2020Q2: 800 shares; 2020Q3: 465 shares; 2020Q4: 465 shares; 2021Q1: 600 shares; 2021Q2: 545 shares 545 $87K 0.05% -55 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; 2019Q3: 1,521 shares; 2019Q4: 221 shares; 2020Q1: 333 shares; 2020Q2: 442 shares; 2020Q3: 350 shares; 2020Q4: 350 shares; 2021Q1: 240 shares; 2021Q2: 240 shares 240 $87K 0.05% 0 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 165 shares; 2019Q4: 165 shares; 2020Q1: 65 shares; 2020Q2: 21 shares; 2020Q3: 21 shares; 2020Q4: 21 shares; 2021Q1: 1,061 shares; 2021Q2: 1,336 shares 1,336 $86K 0.04% +275 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,775 shares; 2020Q3: 12,375 shares; 2020Q4: 12,375 shares; 2021Q1: 12,375 shares; 2021Q2: 6,025 shares 6,025 $86K 0.04% -6,350 BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 385 shares; 2019Q4: 475 shares; 2020Q1: 90 shares; 2020Q2: 540 shares; 2020Q3: 540 shares; 2020Q4: 540 shares; 2021Q1: 540 shares; 2021Q2: 540 shares 540 $85K 0.04% 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; 2019Q3: 2,540 shares; 2019Q4: 2,540 shares; 2020Q1: 1,450 shares; 2020Q2: 1,075 shares; 2020Q3: 1,075 shares; 2020Q4: 1,075 shares; 2021Q1: 1,075 shares; 2021Q2: 1,075 shares 1,075 $84K 0.04% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 30 shares; 2019Q4: 47 shares; 2020Q1: 28 shares; 2020Q2: 17 shares; 2020Q3: 28 shares; 2020Q4: 3,704 shares; 2021Q1: 3,704 shares; 2021Q2: 583 shares 583 $84K 0.04% -3,121 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 757 shares; 2019Q4: 1,187 shares; 2020Q1: 1,308 shares; 2020Q2: 2,040 shares; 2020Q3: 1,121 shares; 2020Q4: 1,121 shares; 2021Q1: 1,121 shares; 2021Q2: 1,121 shares 1,121 $83K 0.04% 0 Timeline EGHT 8X8 INC NEW More: the full row for 8X8 INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares; 2021Q2: 3,000 shares 3,000 $83K 0.04% 0 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 222 shares; 2019Q4: 228 shares; 2020Q1: 228 shares; 2020Q2: 80 shares; 2020Q3: 78 shares; 2020Q4: 77 shares; 2021Q1: 90 shares; 2021Q2: 89 shares 89 $82K 0.04% -1 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,084 shares; 2019Q4: 1,084 shares; 2020Q1: 988 shares; 2020Q2: 806 shares; 2020Q3: 806 shares; 2020Q4: 897 shares; 2021Q1: 897 shares; 2021Q2: 897 shares 897 $82K 0.04% 0 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; 2019Q3: 470 shares; 2019Q4: 553 shares; 2020Q1: 562 shares; 2020Q2: 501 shares; 2020Q3: 492 shares; 2020Q4: 612 shares; 2021Q1: 612 shares; 2021Q2: 578 shares 578 $82K 0.04% -34 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 870 shares; 2019Q4: 870 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 703 shares; 2020Q4: 283 shares; 2021Q1: 283 shares; 2021Q2: 283 shares 283 $81K 0.04% 0 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 25,469 shares; 2019Q4: 14,437 shares; 2020Q1: 14,858 shares; 2020Q2: 15,052 shares; 2020Q3: 15,102 shares; 2020Q4: 1,378 shares; 2021Q1: 1,368 shares; 2021Q2: 483 shares 483 $80K 0.04% -885 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 479 shares; 2020Q2: 429 shares; 2020Q3: 429 shares; 2020Q4: 429 shares; 2021Q1: 429 shares; 2021Q2: 429 shares 429 $80K 0.04% 0 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 246 shares; 2019Q4: 246 shares; 2020Q1: 246 shares; 2020Q2: 246 shares; 2020Q3: 246 shares; 2020Q4: 246 shares; 2021Q1: 246 shares; 2021Q2: 1,233 shares 1,233 $80K 0.04% +987 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; 2019Q3: 948 shares; 2019Q4: 948 shares; 2020Q1: 948 shares; 2020Q2: 924 shares; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares; 2021Q2: 1,369 shares 1,369 $78K 0.04% +445 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,220 shares; 2021Q1: 4,330 shares; 2021Q2: 4,330 shares 4,330 $78K 0.04% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 250 shares; 2020Q2: 250 shares; 2020Q3: 250 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 1,000 shares 1,000 $78K 0.04% 0 Timeline CC CHEMOURS CO More: the full row for CHEMOURS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 208 shares; 2019Q4: 68 shares; 2020Q1: 16 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 2,200 shares 2,200 $77K 0.04% new Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,345 shares; 2020Q3: 6,130 shares; 2020Q4: 7,588 shares; 2021Q1: 7,588 shares; 2021Q2: 965 shares 965 $77K 0.04% -6,623 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,029 shares; 2019Q4: 1,029 shares; 2020Q1: 1,029 shares; 2020Q2: 1,029 shares; 2020Q3: 1,029 shares; 2020Q4: 1,029 shares; 2021Q1: 1,029 shares; 2021Q2: 1,029 shares 1,029 $76K 0.04% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,060 shares; 2019Q4: 2,060 shares; 2020Q1: 2,060 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 1,550 shares; 2021Q2: 1,550 shares 1,550 $76K 0.04% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,707 shares; 2019Q4: 1,534 shares; 2020Q1: 199 shares; 2020Q2: 1,014 shares; 2020Q3: 1,037 shares; 2020Q4: 970 shares; 2021Q1: 970 shares; 2021Q2: 970 shares 970 $76K 0.04% 0 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 141 shares; 2019Q4: 141 shares; 2020Q1: 136 shares; 2020Q2: 62 shares; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 335 shares 335 $75K 0.04% new Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,114 shares; 2021Q1: 1,114 shares; 2021Q2: 850 shares 850 $74K 0.04% -264 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; 2019Q3: 2,499 shares; 2019Q4: 2,499 shares; 2020Q1: 8,555 shares; 2020Q2: 4,504 shares; 2020Q3: 4,504 shares; 2020Q4: 2,773 shares; 2021Q1: 1,712 shares; 2021Q2: 1,048 shares 1,048 $73K 0.04% -664 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,720 shares; 2019Q4: 1,720 shares; 2020Q1: 1,715 shares; 2020Q2: 1,715 shares; 2020Q3: 1,190 shares; 2020Q4: 1,190 shares; 2021Q1: 1,190 shares; 2021Q2: 1,380 shares 1,380 $73K 0.04% +190 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 102 shares; 2019Q4: 110 shares; 2020Q1: 160 shares; 2020Q2: 172 shares; 2020Q3: 173 shares; 2020Q4: 172 shares; 2021Q1: 132 shares; 2021Q2: 131 shares 131 $72K 0.04% -1 Timeline 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; 2019Q3: 1,642 shares; 2019Q4: 1,642 shares; 2020Q1: 872 shares; 2020Q2: 754 shares; 2020Q3: 754 shares; 2020Q4: 754 shares; 2021Q1: 504 shares; 2021Q2: 504 shares 504 $71K 0.04% 0 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 240 shares; 2019Q4: 240 shares; 2020Q1: 240 shares; 2020Q2: 240 shares; 2020Q3: 240 shares; 2020Q4: 960 shares; 2021Q1: 960 shares; 2021Q2: 960 shares 960 $70K 0.04% 0 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; 2019Q3: 342 shares; 2019Q4: 342 shares; 2020Q1: 342 shares; 2020Q2: 326 shares; 2020Q3: 322 shares; 2020Q4: 640 shares; 2021Q1: 640 shares; 2021Q2: 797 shares 797 $70K 0.04% +157 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 300 shares; 2021Q2: 300 shares 300 $70K 0.04% 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; 2019Q3: 235 shares; 2019Q4: 235 shares; 2020Q1: not reported; 2020Q2: 535 shares; 2020Q3: 535 shares; 2020Q4: 535 shares; 2021Q1: 535 shares; 2021Q2: 535 shares 535 $69K 0.04% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 122 shares; 2020Q3: 120 shares; 2020Q4: 119 shares; 2021Q1: 119 shares; 2021Q2: 117 shares 117 $68K 0.04% -2 Timeline GOLF ACUSHNET HLDGS CORP More: the full row for ACUSHNET HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,700 shares; 2019Q4: 8,700 shares; 2020Q1: 1,350 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares; 2021Q1: 1,350 shares; 2021Q2: 1,350 shares 1,350 $67K 0.03% 0 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 12 shares; 2019Q4: 12 shares; 2020Q1: 12 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 341 shares; 2021Q1: 387 shares; 2021Q2: 463 shares 463 $67K 0.03% +76 VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 378 shares; 2019Q4: 328 shares; 2020Q1: 328 shares; 2020Q2: 328 shares; 2020Q3: 328 shares; 2020Q4: 328 shares; 2021Q1: 328 shares; 2021Q2: 328 shares 328 $66K 0.03% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,166 shares; 2019Q4: 3,166 shares; 2020Q1: 981 shares; 2020Q2: 989 shares; 2020Q3: 807 shares; 2020Q4: 685 shares; 2021Q1: 915 shares; 2021Q2: 915 shares 915 $65K 0.03% 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; 2019Q3: 196 shares; 2019Q4: 199 shares; 2020Q1: 193 shares; 2020Q2: 164 shares; 2020Q3: 161 shares; 2020Q4: 175 shares; 2021Q1: 175 shares; 2021Q2: 138 shares 138 $65K 0.03% -37 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 135 shares; 2019Q4: 135 shares; 2020Q1: 195 shares; 2020Q2: 195 shares; 2020Q3: 195 shares; 2020Q4: 195 shares; 2021Q1: 195 shares; 2021Q2: 195 shares 195 $63K 0.03% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 2,100 shares; 2019Q4: 2,450 shares; 2020Q1: 2,275 shares; 2020Q2: 1,725 shares; 2020Q3: 1,725 shares; 2020Q4: 1,725 shares; 2021Q1: 1,725 shares; 2021Q2: 1,725 shares 1,725 $63K 0.03% 0 EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 265 shares; 2019Q4: 265 shares; 2020Q1: 58 shares; 2020Q2: 369 shares; 2020Q3: 369 shares; 2020Q4: 369 shares; 2021Q1: 604 shares; 2021Q2: 604 shares 604 $62K 0.03% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 900 shares; 2021Q2: 1,260 shares 1,260 $62K 0.03% +360 Timeline RSP 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; 2019Q3: 1,838 shares; 2019Q4: 1,838 shares; 2020Q1: 407 shares; 2020Q2: 407 shares; 2020Q3: 407 shares; 2020Q4: 407 shares; 2021Q1: 407 shares; 2021Q2: 407 shares 407 $61K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 239 shares; 2019Q4: 107 shares; 2020Q1: 18 shares; 2020Q2: 18 shares; 2020Q3: 113 shares; 2020Q4: 113 shares; 2021Q1: 198 shares; 2021Q2: 198 shares 198 $61K 0.03% 0 Timeline R RYDER SYS INC More: the full row for RYDER SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 890 shares; 2019Q4: 890 shares; 2020Q1: 860 shares; 2020Q2: 820 shares; 2020Q3: 820 shares; 2020Q4: 820 shares; 2021Q1: 820 shares; 2021Q2: 820 shares 820 $61K 0.03% 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; 2019Q3: 1,464 shares; 2019Q4: 1,464 shares; 2020Q1: 798 shares; 2020Q2: 747 shares; 2020Q3: 739 shares; 2020Q4: 644 shares; 2021Q1: 644 shares; 2021Q2: 510 shares 510 $60K 0.03% -134 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 117 shares; 2020Q2: 113 shares; 2020Q3: 109 shares; 2020Q4: 109 shares; 2021Q1: 165 shares; 2021Q2: 164 shares 164 $60K 0.03% -1 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 221 shares; 2019Q4: 175 shares; 2020Q1: 175 shares; 2020Q2: 175 shares; 2020Q3: 171 shares; 2020Q4: 168 shares; 2021Q1: 168 shares; 2021Q2: 167 shares 167 $60K 0.03% -1 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 220 shares; 2019Q4: 220 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares; 2020Q4: 220 shares; 2021Q1: 220 shares; 2021Q2: 220 shares 220 $59K 0.03% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,940 shares; 2021Q1: 2,940 shares; 2021Q2: 2,940 shares 2,940 $59K 0.03% 0 Timeline SWITCH INC SWITCH INC More: the full row for SWITCH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,500 shares; 2020Q2: 4,430 shares; 2020Q3: 4,985 shares; 2020Q4: 4,985 shares; 2021Q1: 2,785 shares; 2021Q2: 2,785 shares 2,785 $59K 0.03% 0 IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 391 shares; 2019Q4: 391 shares; 2020Q1: 391 shares; 2020Q2: 391 shares; 2020Q3: 391 shares; 2020Q4: 391 shares; 2021Q1: 391 shares; 2021Q2: 391 shares 391 $58K 0.03% 0 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 601 shares; 2021Q1: 597 shares; 2021Q2: 85 shares 85 $58K 0.03% -512 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 175 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,195 shares; 2021Q1: 3,960 shares; 2021Q2: 3,500 shares 3,500 $58K 0.03% -460 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 140 shares; 2019Q4: 156 shares; 2020Q1: 172 shares; 2020Q2: 115 shares; 2020Q3: 122 shares; 2020Q4: 76 shares; 2021Q1: 534 shares; 2021Q2: 534 shares 534 $57K 0.03% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,085 shares; 2020Q3: 335 shares; 2020Q4: 335 shares; 2021Q1: 335 shares; 2021Q2: 335 shares 335 $56K 0.03% 0 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 450 shares; 2021Q2: 1,010 shares 1,010 $56K 0.03% +560 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 504 shares; 2019Q4: 344 shares; 2020Q1: 312 shares; 2020Q2: 335 shares; 2020Q3: 335 shares; 2020Q4: 335 shares; 2021Q1: 335 shares; 2021Q2: 335 shares 335 $55K 0.03% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 984 shares; 2020Q4: 517 shares; 2021Q1: 617 shares; 2021Q2: 804 shares 804 $55K 0.03% +187 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 12 shares; 2019Q4: 12 shares; 2020Q1: 21 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 170 shares 170 $54K 0.03% new Timeline BKMC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 600 shares 600 $54K 0.03% new Timeline THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,258 shares; 2021Q1: 1,258 shares; 2021Q2: 1,258 shares 1,258 $54K 0.03% 0 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,845 shares; 2021Q1: 3,845 shares; 2021Q2: 3,845 shares 3,845 $54K 0.03% 0 EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 341 shares; 2020Q1: 14,739 shares; 2020Q2: 13,574 shares; 2020Q3: 1,524 shares; 2020Q4: 3,924 shares; 2021Q1: 3,924 shares; 2021Q2: 1,430 shares 1,430 $53K 0.03% -2,494 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,510 shares; 2021Q1: 1,510 shares; 2021Q2: 1,510 shares 1,510 $53K 0.03% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,265 shares; 2019Q4: 1,265 shares; 2020Q1: 877 shares; 2020Q2: 865 shares; 2020Q3: 865 shares; 2020Q4: 865 shares; 2021Q1: 865 shares; 2021Q2: 865 shares 865 $52K 0.03% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares; 2021Q2: 1,100 shares 1,100 $52K 0.03% 0 Timeline JVAL 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,400 shares 1,400 $51K 0.03% new Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 318 shares; 2021Q1: 318 shares; 2021Q2: 318 shares 318 $51K 0.03% 0 Timeline SPYD SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 6,705 shares; 2019Q4: 7,127 shares; 2020Q1: 7,154 shares; 2020Q2: 1,305 shares; 2020Q3: 770 shares; 2020Q4: 770 shares; 2021Q1: 415 shares; 2021Q2: 1,239 shares 1,239 $50K 0.03% +824 Timeline L BRANDS INC L BRANDS INC More: the full row for L BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 43 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 700 shares 700 $50K 0.03% new WISDOMTREE FLOATING RATETRE… WISDOMTREE FLOATING RATETREASURY … More: the full row for WISDOMTREE FLOATING RATETREASURY FUND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 7,000 shares; 2019Q4: 7,000 shares; 2020Q1: 7,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares; 2021Q2: 2,000 shares 2,000 $50K 0.03% 0 VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 260 shares; 2019Q4: 210 shares; 2020Q1: 210 shares; 2020Q2: 210 shares; 2020Q3: 210 shares; 2020Q4: 210 shares; 2021Q1: 210 shares; 2021Q2: 470 shares 470 $49K 0.03% +260 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; 2019Q3: 951 shares; 2019Q4: 914 shares; 2020Q1: 605 shares; 2020Q2: 605 shares; 2020Q3: 630 shares; 2020Q4: 630 shares; 2021Q1: 557 shares; 2021Q2: 557 shares 557 $48K 0.03% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 498 shares; 2019Q4: 498 shares; 2020Q1: 498 shares; 2020Q2: 404 shares; 2020Q3: 404 shares; 2020Q4: 404 shares; 2021Q1: 404 shares; 2021Q2: 404 shares 404 $48K 0.03% 0 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; 2019Q3: 2,442 shares; 2019Q4: 2,412 shares; 2020Q1: 191 shares; 2020Q2: 77 shares; 2020Q3: 77 shares; 2020Q4: 73 shares; 2021Q1: 908 shares; 2021Q2: 908 shares 908 $48K 0.03% 0 O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,100 shares; 2019Q4: 1,100 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 700 shares 700 $47K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 29 shares; 2019Q4: 29 shares; 2020Q1: 29 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 325 shares; 2021Q2: 325 shares 325 $47K 0.02% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 132 shares; 2020Q3: 130 shares; 2020Q4: 129 shares; 2021Q1: 129 shares; 2021Q2: 150 shares 150 $47K 0.02% +21 Timeline SEAGEN INC SEAGEN INC More: the full row for SEAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 285 shares; 2021Q1: 304 shares; 2021Q2: 301 shares 301 $47K 0.02% -3 GSEU GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,806 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares; 2020Q2: 1,280 shares; 2020Q3: 1,280 shares; 2020Q4: 1,280 shares; 2021Q1: 1,280 shares; 2021Q2: 1,280 shares 1,280 $47K 0.02% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 554 shares; 2019Q4: 553 shares; 2020Q1: 452 shares; 2020Q2: 442 shares; 2020Q3: 432 shares; 2020Q4: 430 shares; 2021Q1: 860 shares; 2021Q2: 679 shares 679 $46K 0.02% -181 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,190 shares; 2021Q1: 1,190 shares; 2021Q2: 1,190 shares 1,190 $46K 0.02% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,112 shares; 2019Q4: 4,112 shares; 2020Q1: 4,112 shares; 2020Q2: 4,552 shares; 2020Q3: 4,552 shares; 2020Q4: 4,552 shares; 2021Q1: 4,514 shares; 2021Q2: 1,040 shares 1,040 $46K 0.02% -3,474 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,003 shares; 2019Q4: 1,003 shares; 2020Q1: 60 shares; 2020Q2: 200 shares; 2020Q3: 224 shares; 2020Q4: 224 shares; 2021Q1: 549 shares; 2021Q2: 549 shares 549 $46K 0.02% 0 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 540 shares; 2019Q4: 429 shares; 2020Q1: 229 shares; 2020Q2: 216 shares; 2020Q3: 210 shares; 2020Q4: 208 shares; 2021Q1: 278 shares; 2021Q2: 260 shares 260 $45K 0.02% -18 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 470 shares; 2019Q4: 470 shares; 2020Q1: 470 shares; 2020Q2: 470 shares; 2020Q3: 470 shares; 2020Q4: 470 shares; 2021Q1: 470 shares; 2021Q2: 470 shares 470 $45K 0.02% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 730 shares; 2019Q4: 730 shares; 2020Q1: 730 shares; 2020Q2: 730 shares; 2020Q3: 730 shares; 2020Q4: 730 shares; 2021Q1: 730 shares; 2021Q2: 730 shares 730 $45K 0.02% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 348 shares; 2020Q1: 287 shares; 2020Q2: 192 shares; 2020Q3: 192 shares; 2020Q4: not reported; 2021Q1: 984 shares; 2021Q2: 965 shares 965 $44K 0.02% -19 SIMS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 660 shares; 2019Q4: 660 shares; 2020Q1: 660 shares; 2020Q2: 660 shares; 2020Q3: 660 shares; 2020Q4: 660 shares; 2021Q1: 930 shares; 2021Q2: 930 shares 930 $44K 0.02% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 424 shares; 2020Q2: 424 shares; 2020Q3: 424 shares; 2020Q4: 424 shares; 2021Q1: 424 shares; 2021Q2: 424 shares 424 $43K 0.02% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 797 shares; 2021Q1: 1,029 shares; 2021Q2: 1,018 shares 1,018 $42K 0.02% -11 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 23 shares; 2019Q4: 23 shares; 2020Q1: 23 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 140 shares; 2021Q2: 175 shares 175 $42K 0.02% +35 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 513 shares; 2019Q4: 478 shares; 2020Q1: 400 shares; 2020Q2: 439 shares; 2020Q3: 439 shares; 2020Q4: 439 shares; 2021Q1: 439 shares; 2021Q2: 439 shares 439 $42K 0.02% 0 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 153 shares; 2020Q2: 153 shares; 2020Q3: 229 shares; 2020Q4: 228 shares; 2021Q1: 255 shares; 2021Q2: 214 shares 214 $42K 0.02% -41 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 95 shares; 2020Q4: 95 shares; 2021Q1: 88 shares; 2021Q2: 175 shares 175 $42K 0.02% +87 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,070 shares; 2021Q1: 1,270 shares; 2021Q2: 270 shares 270 $41K 0.02% -1,000 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 1,140 shares; 2020Q2: 1,140 shares; 2020Q3: 605 shares; 2020Q4: 605 shares; 2021Q1: 605 shares; 2021Q2: 605 shares 605 $41K 0.02% 0 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 475 shares; 2019Q4: 475 shares; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares; 2020Q4: 285 shares; 2021Q1: 285 shares; 2021Q2: 285 shares 285 $40K 0.02% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 186 shares; 2019Q4: 186 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 820 shares; 2021Q2: 1,470 shares 1,470 $40K 0.02% +650 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,669 shares; 2019Q4: 1,646 shares; 2020Q1: 105 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 650 shares 650 $40K 0.02% new Timeline ATLASSIAN CORP ATLASSIAN CORP More: the full row for ATLASSIAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 136 shares; 2019Q4: 136 shares; 2020Q1: 262 shares; 2020Q2: 232 shares; 2020Q3: 159 shares; 2020Q4: 159 shares; 2021Q1: 159 shares; 2021Q2: 157 shares 157 $40K 0.02% -2 VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 424 shares; 2019Q4: 424 shares; 2020Q1: 222 shares; 2020Q2: 222 shares; 2020Q3: 222 shares; 2020Q4: 222 shares; 2021Q1: 222 shares; 2021Q2: 222 shares 222 $39K 0.02% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares 100 $39K 0.02% 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 116 shares; 2020Q2: 149 shares; 2020Q3: 145 shares; 2020Q4: 144 shares; 2021Q1: 144 shares; 2021Q2: 143 shares 143 $39K 0.02% -1 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,135 shares; 2021Q2: 665 shares 665 $39K 0.02% -470 ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 20 shares; 2019Q4: 20 shares; 2020Q1: 20 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 230 shares; 2021Q1: 230 shares; 2021Q2: 190 shares 190 $39K 0.02% -40 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; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 182 shares; 2020Q2: 158 shares; 2020Q3: 158 shares; 2020Q4: 158 shares; 2021Q1: 158 shares; 2021Q2: 158 shares 158 $38K 0.02% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 158 shares; 2019Q4: 233 shares; 2020Q1: 5,058 shares; 2020Q2: 4,990 shares; 2020Q3: 4,990 shares; 2020Q4: 4,890 shares; 2021Q1: 4,890 shares; 2021Q2: 200 shares 200 $38K 0.02% -4,690 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 290 shares; 2019Q4: 290 shares; 2020Q1: 239 shares; 2020Q2: 239 shares; 2020Q3: 239 shares; 2020Q4: 239 shares; 2021Q1: 239 shares; 2021Q2: 239 shares 239 $38K 0.02% 0 Timeline LGLV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares; 2020Q4: 285 shares; 2021Q1: 285 shares; 2021Q2: 285 shares 285 $38K 0.02% 0 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; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares; 2020Q2: 389 shares; 2020Q3: 282 shares; 2020Q4: 282 shares; 2021Q1: 282 shares; 2021Q2: 282 shares 282 $37K 0.02% 0 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; 2019Q3: 694 shares; 2019Q4: 519 shares; 2020Q1: 245 shares; 2020Q2: 201 shares; 2020Q3: 201 shares; 2020Q4: 456 shares; 2021Q1: 456 shares; 2021Q2: 456 shares 456 $37K 0.02% 0 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; 2019Q3: 296 shares; 2019Q4: 296 shares; 2020Q1: 296 shares; 2020Q2: 296 shares; 2020Q3: 296 shares; 2020Q4: 296 shares; 2021Q1: 296 shares; 2021Q2: 296 shares 296 $36K 0.02% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 46 shares; 2019Q4: 46 shares; 2020Q1: 46 shares; 2020Q2: 42 shares; 2020Q3: 24 shares; 2020Q4: 24 shares; 2021Q1: 24 shares; 2021Q2: 24 shares 24 $36K 0.02% 0 Timeline SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 35 shares; 2020Q3: 35 shares; 2020Q4: 35 shares; 2021Q1: 35 shares; 2021Q2: 35 shares 35 $36K 0.02% 0 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; 2019Q3: 407 shares; 2019Q4: 407 shares; 2020Q1: 438 shares; 2020Q2: 407 shares; 2020Q3: 407 shares; 2020Q4: 407 shares; 2021Q1: 407 shares; 2021Q2: 407 shares 407 $35K 0.02% 0 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 961 shares; 2019Q4: 811 shares; 2020Q1: 811 shares; 2020Q2: 554 shares; 2020Q3: 512 shares; 2020Q4: 512 shares; 2021Q1: 512 shares; 2021Q2: 512 shares 512 $35K 0.02% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 1,416 shares; 2020Q2: 1,416 shares; 2020Q3: 424 shares; 2020Q4: 424 shares; 2021Q1: 424 shares; 2021Q2: 424 shares 424 $34K 0.02% 0 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; 2019Q3: 200 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 150 shares; 2021Q2: 150 shares 150 $34K 0.02% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,050 shares; 2020Q2: 2,050 shares; 2020Q3: 2,050 shares; 2020Q4: 2,050 shares; 2021Q1: 2,050 shares; 2021Q2: 2,050 shares 2,050 $34K 0.02% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 920 shares; 2019Q4: 920 shares; 2020Q1: 345 shares; 2020Q2: 345 shares; 2020Q3: 345 shares; 2020Q4: 345 shares; 2021Q1: not reported; 2021Q2: 435 shares 435 $34K 0.02% new Timeline PID 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,890 shares 1,890 $33K 0.02% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 78 shares; 2019Q4: 78 shares; 2020Q1: 78 shares; 2020Q2: 108 shares; 2020Q3: 108 shares; 2020Q4: 108 shares; 2021Q1: 133 shares; 2021Q2: 158 shares 158 $33K 0.02% +25 Timeline 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; 2019Q3: 860 shares; 2019Q4: 800 shares; 2020Q1: 60 shares; 2020Q2: 60 shares; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 60 shares; 2021Q2: 630 shares 630 $33K 0.02% +570 Timeline KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 735 shares; 2020Q3: 735 shares; 2020Q4: 735 shares; 2021Q1: 735 shares; 2021Q2: 735 shares 735 $33K 0.02% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 175 shares; 2021Q2: 173 shares 173 $32K 0.02% -2 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 98 shares; 2019Q4: not reported; 2020Q1: 130 shares; 2020Q2: 94 shares; 2020Q3: 94 shares; 2020Q4: 94 shares; 2021Q1: 94 shares; 2021Q2: 1,004 shares 1,004 $32K 0.02% +910 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 495 shares; 2021Q1: 369 shares; 2021Q2: 367 shares 367 $32K 0.02% -2 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 1,000 shares 1,000 $32K 0.02% new Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,203 shares; 2019Q4: 1,203 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 418 shares; 2020Q4: 418 shares; 2021Q1: 418 shares; 2021Q2: 418 shares 418 $31K 0.02% 0 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; 2019Q3: 1,928 shares; 2019Q4: 1,928 shares; 2020Q1: 483 shares; 2020Q2: 375 shares; 2020Q3: 375 shares; 2020Q4: 375 shares; 2021Q1: 425 shares; 2021Q2: 533 shares 533 $31K 0.02% +108 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 591 shares; 2019Q4: 566 shares; 2020Q1: 160 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 50 shares; 2021Q1: 1,275 shares; 2021Q2: 188 shares 188 $31K 0.02% -1,087 Timeline ZENDESK INC ZENDESK INC More: the full row for ZENDESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 218 shares; 2019Q4: 218 shares; 2020Q1: 218 shares; 2020Q2: 218 shares; 2020Q3: 218 shares; 2020Q4: 218 shares; 2021Q1: 218 shares; 2021Q2: 218 shares 218 $31K 0.02% 0 SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares; 2020Q4: 66 shares; 2021Q1: 66 shares; 2021Q2: 66 shares 66 $30K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5 shares; 2020Q2: 1,478 shares; 2020Q3: 205 shares; 2020Q4: 205 shares; 2021Q1: 205 shares; 2021Q2: 110 shares 110 $30K 0.02% -95 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 227 shares; 2019Q4: 118 shares; 2020Q1: 141 shares; 2020Q2: 117 shares; 2020Q3: 117 shares; 2020Q4: 117 shares; 2021Q1: 742 shares; 2021Q2: 742 shares 742 $30K 0.02% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 416 shares; 2019Q4: 416 shares; 2020Q1: 416 shares; 2020Q2: 681 shares; 2020Q3: 357 shares; 2020Q4: 357 shares; 2021Q1: 357 shares; 2021Q2: 357 shares 357 $30K 0.02% 0 Timeline ORCHID IS CAP INC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,488 shares; 2021Q2: 5,685 shares 5,685 $30K 0.02% +197 DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 275 shares; 2020Q3: 275 shares; 2020Q4: 275 shares; 2021Q1: 275 shares; 2021Q2: 275 shares 275 $29K 0.02% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 134 shares; 2019Q4: 134 shares; 2020Q1: 234 shares; 2020Q2: 134 shares; 2020Q3: 266 shares; 2020Q4: 315 shares; 2021Q1: 315 shares; 2021Q2: 233 shares 233 $29K 0.02% -82 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 423 shares; 2019Q4: 351 shares; 2020Q1: 210 shares; 2020Q2: 133 shares; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares; 2021Q2: 83 shares 83 $29K 0.02% 0 Timeline SPIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 924 shares; 2020Q2: 924 shares; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares; 2021Q2: 924 shares 924 $29K 0.02% 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; 2019Q3: 30 shares; 2019Q4: 30 shares; 2020Q1: 30 shares; 2020Q2: not reported; 2020Q3: 359 shares; 2020Q4: 358 shares; 2021Q1: 358 shares; 2021Q2: 353 shares 353 $29K 0.02% -5 Timeline FTCHQ FARFETCH LTD ORD SH CL A (CYM) More: the full row for FARFETCH LTD ORD SH CL A (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 383 shares; 2021Q2: 582 shares 582 $29K 0.02% +199 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 8,149 shares; 2019Q4: 3,568 shares; 2020Q1: 1,192 shares; 2020Q2: 840 shares; 2020Q3: 515 shares; 2020Q4: 515 shares; 2021Q1: 455 shares; 2021Q2: 455 shares 455 $28K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 14 shares; 2020Q2: 54 shares; 2020Q3: 54 shares; 2020Q4: 54 shares; 2021Q1: 244 shares; 2021Q2: 244 shares 244 $28K 0.01% 0 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 400 shares; 2020Q3: 635 shares; 2020Q4: 635 shares; 2021Q1: 635 shares; 2021Q2: 635 shares 635 $28K 0.01% 0 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,252 shares; 2020Q3: 885 shares; 2020Q4: 885 shares; 2021Q1: 665 shares; 2021Q2: 565 shares 565 $27K 0.01% -100 Timeline SOYB TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,140 shares; 2020Q3: 1,140 shares; 2020Q4: 1,140 shares; 2021Q1: 1,140 shares; 2021Q2: 1,140 shares 1,140 $27K 0.01% 0 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 130 shares; 2020Q4: 130 shares; 2021Q1: 130 shares; 2021Q2: 130 shares 130 $27K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares; 2020Q4: 66 shares; 2021Q1: 66 shares; 2021Q2: 66 shares 66 $26K 0.01% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 376 shares; 2019Q4: 376 shares; 2020Q1: 376 shares; 2020Q2: 421 shares; 2020Q3: 426 shares; 2020Q4: 397 shares; 2021Q1: 397 shares; 2021Q2: 297 shares 297 $26K 0.01% -100 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,008 shares; 2019Q4: 1,000 shares; 2020Q1: 1,021 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares; 2021Q2: 500 shares 500 $26K 0.01% -500 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 54 shares; 2019Q4: 54 shares; 2020Q1: 54 shares; 2020Q2: 54 shares; 2020Q3: 54 shares; 2020Q4: 54 shares; 2021Q1: 54 shares; 2021Q2: 444 shares 444 $26K 0.01% +390 Timeline SDOG ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 500 shares; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares; 2021Q2: 500 shares 500 $26K 0.01% 0 Timeline SRPT SAREPTA THERAPEUTICS INC More: the full row for SAREPTA THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 267 shares; 2020Q1: 267 shares; 2020Q2: 220 shares; 2020Q3: 215 shares; 2020Q4: 214 shares; 2021Q1: 327 shares; 2021Q2: 324 shares 324 $25K 0.01% -3 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares; 2020Q2: 73 shares; 2020Q3: 71 shares; 2020Q4: 69 shares; 2021Q1: 69 shares; 2021Q2: 69 shares 69 $25K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 770 shares; 2021Q2: 770 shares 770 $25K 0.01% 0 Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 279 shares; 2019Q4: 279 shares; 2020Q1: 279 shares; 2020Q2: 692 shares; 2020Q3: 682 shares; 2020Q4: 680 shares; 2021Q1: 630 shares; 2021Q2: 622 shares 622 $25K 0.01% -8 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 320 shares; 2021Q1: 320 shares; 2021Q2: 320 shares 320 $25K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 106 shares; 2019Q4: 106 shares; 2020Q1: 106 shares; 2020Q2: 97 shares; 2020Q3: 97 shares; 2020Q4: not reported; 2021Q1: 590 shares; 2021Q2: 590 shares 590 $24K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 306 shares; 2019Q4: 218 shares; 2020Q1: 217 shares; 2020Q2: 33 shares; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 250 shares; 2021Q2: 250 shares 250 $24K 0.01% 0 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 348 shares; 2019Q4: 348 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares; 2020Q4: 296 shares; 2021Q1: 296 shares; 2021Q2: 296 shares 296 $24K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares; 2021Q2: 700 shares 700 $24K 0.01% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 330 shares; 2019Q4: 330 shares; 2020Q1: 8 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 105 shares 105 $23K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 112 shares; 2019Q4: 116 shares; 2020Q1: 116 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 27 shares; 2021Q1: 372 shares; 2021Q2: 372 shares 372 $22K 0.01% 0 Timeline TECK TECK RESOURCES LTD More: the full row for TECK RESOURCES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 950 shares; 2021Q2: 950 shares 950 $22K 0.01% 0 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 320 shares; 2019Q4: 307 shares; 2020Q1: 232 shares; 2020Q2: 454 shares; 2020Q3: 460 shares; 2020Q4: 322 shares; 2021Q1: 322 shares; 2021Q2: 322 shares 322 $22K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 390 shares; 2019Q4: 294 shares; 2020Q1: 297 shares; 2020Q2: 269 shares; 2020Q3: 270 shares; 2020Q4: 231 shares; 2021Q1: 114 shares; 2021Q2: 114 shares 114 $22K 0.01% 0 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 319 shares; 2019Q4: 319 shares; 2020Q1: 297 shares; 2020Q2: 295 shares; 2020Q3: 288 shares; 2020Q4: 266 shares; 2021Q1: 266 shares; 2021Q2: 262 shares 262 $22K 0.01% -4 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 567 shares; 2019Q4: 567 shares; 2020Q1: 475 shares; 2020Q2: 493 shares; 2020Q3: 477 shares; 2020Q4: 396 shares; 2021Q1: 396 shares; 2021Q2: 396 shares 396 $21K 0.01% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 303 shares; 2020Q2: 286 shares; 2020Q3: 283 shares; 2020Q4: 279 shares; 2021Q1: 279 shares; 2021Q2: 193 shares 193 $21K 0.01% -86 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 120 shares; 2019Q4: 545 shares; 2020Q1: 27 shares; 2020Q2: 20 shares; 2020Q3: 20 shares; 2020Q4: 210 shares; 2021Q1: 210 shares; 2021Q2: 210 shares 210 $21K 0.01% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,725 shares; 2019Q4: 4,725 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares; 2021Q2: 150 shares 150 $21K 0.01% 0 Timeline NWS NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 234 shares; 2020Q3: 234 shares; 2020Q4: 234 shares; 2021Q1: 234 shares; 2021Q2: 844 shares 844 $21K 0.01% +610 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 400 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 250 shares; 2021Q1: 1,015 shares; 2021Q2: 465 shares 465 $21K 0.01% -550 CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 1,125 shares; 2019Q4: 1,123 shares; 2020Q1: 837 shares; 2020Q2: 547 shares; 2020Q3: 539 shares; 2020Q4: 432 shares; 2021Q1: 213 shares; 2021Q2: 639 shares 639 $20K 0.01% +426 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; 2019Q3: 3,461 shares; 2019Q4: 3,498 shares; 2020Q1: 3,734 shares; 2020Q2: 2,314 shares; 2020Q3: 2,315 shares; 2020Q4: 1,554 shares; 2021Q1: 1,554 shares; 2021Q2: 1,555 shares 1,555 $20K 0.01% +1 A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 232 shares; 2020Q2: 162 shares; 2020Q3: 162 shares; 2020Q4: 162 shares; 2021Q1: 162 shares; 2021Q2: 138 shares 138 $20K 0.01% -24 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 625 shares; 2020Q3: 625 shares; 2020Q4: 625 shares; 2021Q1: 625 shares; 2021Q2: 425 shares 425 $20K 0.01% -200 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 623 shares; 2020Q3: 441 shares; 2020Q4: 441 shares; 2021Q1: 286 shares; 2021Q2: 236 shares 236 $20K 0.01% -50 Timeline HEPION PHARMACEUTICALS INC HEPION PHARMACEUTICALS INC More: the full row for HEPION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 10,000 shares; 2021Q2: 10,000 shares 10,000 $20K 0.01% 0 BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: 90 shares; 2020Q1: not reported; 2020Q2: 515 shares; 2020Q3: 515 shares; 2020Q4: 515 shares; 2021Q1: 515 shares; 2021Q2: 515 shares 515 $20K 0.01% 0 IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 47 shares; 2020Q2: 48 shares; 2020Q3: 48 shares; 2020Q4: 48 shares; 2021Q1: 48 shares; 2021Q2: 48 shares 48 $19K 0.01% 0 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 262 shares; 2019Q4: 262 shares; 2020Q1: 82 shares; 2020Q2: 82 shares; 2020Q3: 82 shares; 2020Q4: 82 shares; 2021Q1: 82 shares; 2021Q2: 82 shares 82 $19K 0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 917 shares; 2019Q4: 917 shares; 2020Q1: 17 shares; 2020Q2: 155 shares; 2020Q3: 155 shares; 2020Q4: 155 shares; 2021Q1: 255 shares; 2021Q2: 255 shares 255 $19K 0.01% 0 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 205 shares; 2019Q4: 205 shares; 2020Q1: 60 shares; 2020Q2: 60 shares; 2020Q3: 60 shares; 2020Q4: 60 shares; 2021Q1: 60 shares; 2021Q2: 60 shares 60 $17K 0.01% 0 Timeline TAN 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; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,040 shares; 2021Q1: 425 shares; 2021Q2: 185 shares 185 $17K 0.01% -240 Timeline BLNK BLINK CHARGING CO More: the full row for BLINK CHARGING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 420 shares 420 $17K 0.01% new 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; 2019Q3: 49 shares; 2019Q4: 49 shares; 2020Q1: 49 shares; 2020Q2: 26 shares; 2020Q3: 26 shares; 2020Q4: 26 shares; 2021Q1: 26 shares; 2021Q2: 26 shares 26 $17K 0.01% 0 IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 304 shares; 2020Q2: 304 shares; 2020Q3: 304 shares; 2020Q4: 304 shares; 2021Q1: 304 shares; 2021Q2: 304 shares 304 $16K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 16,058 shares; 2019Q4: 21,943 shares; 2020Q1: 29,851 shares; 2020Q2: 29,851 shares; 2020Q3: 29,851 shares; 2020Q4: 308 shares; 2021Q1: 308 shares; 2021Q2: 188 shares 188 $16K 0.01% -120 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 3,485 shares; 2019Q4: 198 shares; 2020Q1: 313 shares; 2020Q2: 508 shares; 2020Q3: 508 shares; 2020Q4: 508 shares; 2021Q1: 508 shares; 2021Q2: 508 shares 508 $16K 0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 535 shares 535 $16K 0.01% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 427 shares; 2019Q4: 428 shares; 2020Q1: 378 shares; 2020Q2: 75 shares; 2020Q3: 75 shares; 2020Q4: 50 shares; 2021Q1: 50 shares; 2021Q2: 50 shares 50 $16K 0.01% 0 Timeline SCHJ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 310 shares; 2020Q3: 310 shares; 2020Q4: 310 shares; 2021Q1: 310 shares; 2021Q2: 310 shares 310 $16K 0.01% 0 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 100 shares; 2019Q4: 100 shares; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares; 2021Q2: 100 shares 100 $15K 0.01% 0 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 4,920 shares; 2019Q4: 4,720 shares; 2020Q1: 866 shares; 2020Q2: 860 shares; 2020Q3: 860 shares; 2020Q4: 860 shares; 2021Q1: 860 shares; 2021Q2: 100 shares 100 $15K 0.01% -760 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: not reported; 2021Q2: 600 shares 600 $15K 0.01% new Timeline MARATHON OIL CORP MARATHON OIL CORP More: the full row for MARATHON OIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 640 shares; 2019Q4: 640 shares; 2020Q1: 529 shares; 2020Q2: 1,081 shares; 2020Q3: 1,081 shares; 2020Q4: 1,081 shares; 2021Q1: 1,081 shares; 2021Q2: 1,071 shares 1,071 $15K 0.01% -10 ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 64 shares; 2020Q2: 64 shares; 2020Q3: 64 shares; 2020Q4: 128 shares; 2021Q1: 128 shares; 2021Q2: 128 shares 128 $14K 0.01% 0 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 506 shares; 2019Q4: 381 shares; 2020Q1: 233 shares; 2020Q2: 151 shares; 2020Q3: 73 shares; 2020Q4: 73 shares; 2021Q1: 73 shares; 2021Q2: 73 shares 73 $14K 0.01% 0 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: not reported; 2020Q2: 686 shares; 2020Q3: 686 shares; 2020Q4: 686 shares; 2021Q1: 573 shares; 2021Q2: 495 shares 495 $14K 0.01% -78 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q3: 101 shares; 2019Q4: 101 shares; 2020Q1: 101 shares; 2020Q2: 101 shares; 2020Q3: 101 shares; 2020Q4: 101 shares; 2021Q1: 101 shares; 2021Q2: 202 shares 202 $13K 0.01% +101 Timeline JPSE 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; 2019Q3: 2,784 shares; 2019Q4: 2,791 shares; 2020Q1: 2,448 shares; 2020Q2: 657 shares; 2020Q3: 297 shares; 2020Q4: 297 shares; 2021Q1: 297 shares; 2021Q2: 297 shares 297 $13K 0.01% 0 Timeline