AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 38,970 shares; 2019Q4: 38,771 shares; 2020Q1: 37,865 shares 37,865 $9.63M 6.12% -906 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,987 shares; 2019Q4: 2,927 shares; 2020Q1: 2,897 shares 2,897 $5.65M 3.59% -30 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37,268 shares; 2019Q4: 37,064 shares; 2020Q1: 34,494 shares 34,494 $5.56M 3.53% -2,570 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,004 shares; 2019Q4: 31,869 shares; 2020Q1: 30,814 shares 30,814 $4.86M 3.09% -1,055 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 480,000 shares; 2019Q4: 480,000 shares; 2020Q1: 480,000 shares 480,000 $4.69M 2.98% 0 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,613 shares; 2019Q4: 4,644 shares; 2020Q1: 4,014 shares 4,014 $4.66M 2.96% -630 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 55,996 shares; 2019Q4: 56,060 shares; 2020Q1: 59,609 shares 59,609 $3.3M 2.1% +3,549 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 35,360 shares; 2019Q4: 35,352 shares; 2020Q1: 34,124 shares 34,124 $3.07M 1.95% -1,228 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,268 shares; 2019Q4: 16,543 shares; 2020Q1: 15,767 shares 15,767 $2.94M 1.87% -776 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,465 shares; 2019Q4: 2,487 shares; 2020Q1: 2,330 shares 2,330 $2.71M 1.72% -157 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,496 shares; 2019Q4: 7,006 shares; 2020Q1: 6,953 shares 6,953 $2.61M 1.66% -53 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,058 shares; 2019Q4: 21,943 shares; 2020Q1: 29,851 shares 29,851 $2.59M 1.64% +7,908 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,954 shares; 2019Q4: 8,953 shares; 2020Q1: 7,967 shares 7,967 $2.54M 1.61% -986 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 25,469 shares; 2019Q4: 14,437 shares; 2020Q1: 14,858 shares 14,858 $2.2M 1.4% +421 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,453 shares; 2019Q4: 2,472 shares; 2020Q1: 3,202 shares 3,202 $2M 1.27% +730 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 74,535 shares 74,535 $1.89M 1.2% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 81,135 shares; 2019Q4: 78,622 shares; 2020Q1: 54,394 shares 54,394 $1.87M 1.19% -24,228 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,794 shares; 2019Q4: 13,071 shares; 2020Q1: 12,272 shares 12,272 $1.74M 1.11% -799 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,263 shares; 2019Q4: 14,057 shares; 2020Q1: 14,057 shares 14,057 $1.52M 0.97% 0 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20,320 shares; 2019Q4: 20,320 shares; 2020Q1: 14,930 shares 14,930 $1.49M 0.94% -5,390 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,726 shares; 2019Q4: 13,753 shares; 2020Q1: 10,732 shares 10,732 $1.44M 0.91% -3,021 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,199 shares; 2019Q4: 5,199 shares; 2020Q1: 4,938 shares 4,938 $1.4M 0.89% -261 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 34,480 shares; 2019Q4: 35,237 shares; 2020Q1: 19,940 shares 19,940 $1.39M 0.89% -15,297 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,869 shares; 2019Q4: 7,487 shares; 2020Q1: 7,452 shares 7,452 $1.36M 0.87% -35 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,230 shares; 2019Q4: 5,425 shares; 2020Q1: 5,521 shares 5,521 $1.33M 0.85% +96 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,098 shares; 2019Q4: 11,179 shares; 2020Q1: 11,095 shares 11,095 $1.33M 0.85% -84 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,685 shares; 2019Q4: 18,466 shares; 2020Q1: 16,612 shares 16,612 $1.22M 0.78% -1,854 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,227 shares; 2019Q4: 6,223 shares; 2020Q1: 5,483 shares 5,483 $1.19M 0.76% -740 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 41,936 shares 41,936 $1.16M 0.74% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,967 shares; 2019Q4: 4,315 shares; 2020Q1: 4,452 shares 4,452 $1.15M 0.73% +137 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,678 shares; 2019Q4: 5,683 shares; 2020Q1: 4,290 shares 4,290 $1.11M 0.7% -1,393 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 20,443 shares 20,443 $985K 0.63% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,345 shares; 2019Q4: 16,170 shares; 2020Q1: 16,375 shares 16,375 $969K 0.62% +205 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,271 shares; 2019Q4: 24,821 shares; 2020Q1: 23,126 shares 23,126 $949K 0.6% -1,695 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,337 shares; 2019Q4: 11,742 shares; 2020Q1: 8,105 shares 8,105 $940K 0.6% -3,637 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,792 shares; 2019Q4: 700 shares; 2020Q1: 5,579 shares 5,579 $935K 0.59% +4,879 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,843 shares; 2019Q4: 8,770 shares; 2020Q1: 8,140 shares 8,140 $895K 0.57% -630 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,200 shares; 2019Q4: 9,668 shares; 2020Q1: 10,887 shares 10,887 $875K 0.56% +1,219 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,626 shares; 2019Q4: 14,934 shares; 2020Q1: 15,487 shares 15,487 $836K 0.53% +553 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,523 shares; 2019Q4: 5,623 shares; 2020Q1: 5,452 shares 5,452 $832K 0.53% -171 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,736 shares; 2019Q4: 13,083 shares; 2020Q1: 13,693 shares 13,693 $803K 0.51% +610 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,003 shares; 2019Q4: 9,724 shares; 2020Q1: 9,672 shares 9,672 $800K 0.51% -52 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,917 shares; 2019Q4: 4,128 shares; 2020Q1: 3,296 shares 3,296 $793K 0.5% -832 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,538 shares; 2019Q4: 8,088 shares; 2020Q1: 14,520 shares 14,520 $786K 0.5% +6,432 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 23,217 shares; 2019Q4: 13,297 shares; 2020Q1: 9,893 shares 9,893 $761K 0.48% -3,404 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,922 shares; 2019Q4: 2,980 shares; 2020Q1: 3,457 shares 3,457 $758K 0.48% +477 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,257 shares; 2019Q4: 1,148 shares; 2020Q1: 4,586 shares 4,586 $757K 0.48% +3,438 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,324 shares; 2019Q4: 3,263 shares; 2020Q1: 3,007 shares 3,007 $750K 0.48% -256 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,400 shares; 2019Q4: 13,461 shares; 2020Q1: 14,289 shares 14,289 $746K 0.47% +828 Timeline ZROZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,166 shares 4,166 $728K 0.46% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,123 shares; 2019Q4: 9,878 shares; 2020Q1: 8,873 shares 8,873 $709K 0.45% -1,005 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,562 shares; 2019Q4: 2,562 shares; 2020Q1: 2,452 shares 2,452 $699K 0.44% -110 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,935 shares; 2019Q4: 6,074 shares; 2020Q1: 6,141 shares 6,141 $698K 0.44% +67 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,307 shares; 2019Q4: 7,307 shares; 2020Q1: 6,729 shares 6,729 $696K 0.44% -578 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,015 shares; 2019Q4: 2,079 shares; 2020Q1: 2,019 shares 2,019 $685K 0.44% -60 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,810 shares; 2019Q4: 4,809 shares; 2020Q1: 4,716 shares 4,716 $679K 0.43% -93 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,155 shares; 2019Q4: 3,266 shares; 2020Q1: 3,253 shares 3,253 $665K 0.42% -13 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 12,704 shares; 2019Q4: 12,529 shares; 2020Q1: 8,405 shares 8,405 $663K 0.42% -4,124 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16,823 shares; 2019Q4: 17,052 shares; 2020Q1: 14,730 shares 14,730 $663K 0.42% -2,322 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,180 shares; 2019Q4: 4,084 shares; 2020Q1: 3,885 shares 3,885 $648K 0.41% -199 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 158 shares; 2019Q4: 233 shares; 2020Q1: 5,058 shares 5,058 $643K 0.41% +4,825 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,495 shares; 2019Q4: 18,495 shares; 2020Q1: 19,995 shares 19,995 $634K 0.4% +1,500 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,671 shares; 2019Q4: 1,696 shares; 2020Q1: 1,364 shares 1,364 $627K 0.4% -332 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,673 shares; 2019Q4: 6,874 shares; 2020Q1: 7,450 shares 7,450 $612K 0.39% +576 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,881 shares; 2019Q4: 11,133 shares; 2020Q1: 9,951 shares 9,951 $610K 0.39% -1,182 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,031 shares; 2019Q4: 4,792 shares; 2020Q1: 4,620 shares 4,620 $605K 0.38% -172 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,241 shares; 2019Q4: 2,316 shares; 2020Q1: 2,451 shares 2,451 $600K 0.38% +135 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,539 shares; 2019Q4: 5,539 shares; 2020Q1: 5,361 shares 5,361 $599K 0.38% -178 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 18,794 shares; 2019Q4: 17,351 shares; 2020Q1: 15,000 shares 15,000 $590K 0.38% -2,351 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 29,089 shares; 2019Q4: 19,844 shares; 2020Q1: 17,850 shares 17,850 $583K 0.37% -1,994 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,053 shares; 2019Q4: 4,048 shares; 2020Q1: 3,648 shares 3,648 $569K 0.36% -400 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,078 shares; 2019Q4: 9,639 shares; 2020Q1: 10,199 shares 10,199 $551K 0.35% +560 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,950 shares; 2019Q4: 2,953 shares; 2020Q1: 2,927 shares 2,927 $550K 0.35% -26 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,524 shares; 2019Q4: 2,486 shares; 2020Q1: 2,311 shares 2,311 $547K 0.35% -175 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,690 shares; 2019Q4: 4,845 shares; 2020Q1: 5,065 shares 5,065 $546K 0.35% +220 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,461 shares; 2019Q4: 6,461 shares; 2020Q1: 6,292 shares 6,292 $542K 0.34% -169 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,518 shares; 2019Q4: 3,783 shares; 2020Q1: 3,093 shares 3,093 $512K 0.33% -690 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,598 shares; 2019Q4: 4,457 shares; 2020Q1: 3,531 shares 3,531 $508K 0.32% -926 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,669 shares; 2019Q4: 3,980 shares; 2020Q1: 3,570 shares 3,570 $504K 0.32% -410 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,732 shares; 2019Q4: 9,733 shares; 2020Q1: 8,300 shares 8,300 $502K 0.32% -1,433 Timeline UNITED TECHNOLOGIES CORP UNITED TECHNOLOGIES CORP More: the full row for UNITED TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,668 shares; 2019Q4: 5,668 shares; 2020Q1: 5,289 shares 5,289 $499K 0.32% -379 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,493 shares; 2019Q4: 9,676 shares; 2020Q1: 9,676 shares 9,676 $493K 0.31% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 22,712 shares; 2019Q4: 19,827 shares; 2020Q1: 5,068 shares 5,068 $489K 0.31% -14,759 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,362 shares; 2019Q4: 5,449 shares; 2020Q1: 4,945 shares 4,945 $485K 0.31% -504 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,110 shares; 2019Q4: 5,252 shares; 2020Q1: 6,133 shares 6,133 $468K 0.3% +881 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,529 shares; 2019Q4: 2,614 shares; 2020Q1: 2,298 shares 2,298 $466K 0.3% -316 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,499 shares; 2020Q1: 8,555 shares 8,555 $466K 0.3% +6,056 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,886 shares; 2019Q4: 10,886 shares; 2020Q1: 11,641 shares 11,641 $439K 0.28% +755 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,955 shares; 2019Q4: 2,107 shares; 2020Q1: 1,848 shares 1,848 $438K 0.28% -259 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,147 shares; 2019Q4: 5,492 shares; 2020Q1: 4,265 shares 4,265 $426K 0.27% -1,227 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,533 shares; 2019Q4: 8,363 shares; 2020Q1: 8,363 shares 8,363 $418K 0.27% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares 8,000 $388K 0.25% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,554 shares; 2019Q4: 3,546 shares; 2020Q1: 2,776 shares 2,776 $378K 0.24% -770 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 24,145 shares; 2019Q4: 24,145 shares; 2020Q1: 24,145 shares 24,145 $377K 0.24% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 19,071 shares; 2019Q4: 9,993 shares; 2020Q1: 8,398 shares 8,398 $372K 0.24% -1,595 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,903 shares; 2019Q4: 4,078 shares; 2020Q1: 3,948 shares 3,948 $366K 0.23% -130 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,157 shares; 2019Q4: 6,157 shares; 2020Q1: 5,127 shares 5,127 $363K 0.23% -1,030 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 17,627 shares; 2019Q4: 18,521 shares; 2020Q1: 12,300 shares 12,300 $359K 0.23% -6,221 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,160 shares; 2019Q4: 11,710 shares; 2020Q1: 12,520 shares 12,520 $347K 0.22% +810 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,093 shares; 2019Q4: 5,106 shares; 2020Q1: 5,008 shares 5,008 $339K 0.22% -98 Timeline RAYTHEON CO RAYTHEON CO More: the full row for RAYTHEON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,928 shares; 2019Q4: 2,932 shares; 2020Q1: 2,500 shares 2,500 $328K 0.21% -432 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,436 shares; 2019Q4: 6,921 shares; 2020Q1: 5,761 shares 5,761 $323K 0.21% -1,160 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 341 shares; 2020Q1: 14,739 shares 14,739 $322K 0.2% +14,398 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,643 shares; 2019Q4: 5,520 shares; 2020Q1: 5,027 shares 5,027 $317K 0.2% -493 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,697 shares; 2019Q4: 5,231 shares; 2020Q1: 4,126 shares 4,126 $314K 0.2% -1,105 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,909 shares; 2019Q4: 2,763 shares; 2020Q1: 2,813 shares 2,813 $312K 0.2% +50 Timeline EWG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 14,488 shares 14,488 $311K 0.2% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,873 shares; 2019Q4: 11,923 shares; 2020Q1: 11,996 shares 11,996 $310K 0.2% +73 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,908 shares; 2019Q4: 2,793 shares; 2020Q1: 2,635 shares 2,635 $302K 0.19% -158 Timeline BBN BLACKROCK TAX MUNICPAL BD TR More: the full row for BLACKROCK TAX MUNICPAL BD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 13,700 shares; 2019Q4: 13,700 shares; 2020Q1: 13,700 shares 13,700 $299K 0.19% 0 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,176 shares; 2019Q4: 7,227 shares; 2020Q1: 5,538 shares 5,538 $298K 0.19% -1,689 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,077 shares; 2019Q4: 3,907 shares; 2020Q1: 2,974 shares 2,974 $298K 0.19% -933 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,553 shares; 2019Q4: 12,075 shares; 2020Q1: 12,098 shares 12,098 $298K 0.19% +23 Timeline GOLDMAN SACHS ETF TR 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,941 shares; 2019Q4: 5,853 shares; 2020Q1: 6,438 shares 6,438 $298K 0.19% +585 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,772 shares; 2019Q4: 1,738 shares; 2020Q1: 1,715 shares 1,715 $297K 0.19% -23 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,109 shares; 2019Q4: 4,009 shares; 2020Q1: 3,304 shares 3,304 $296K 0.19% -705 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,679 shares; 2019Q4: 8,794 shares; 2020Q1: 7,594 shares 7,594 $280K 0.18% -1,200 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,398 shares; 2019Q4: 3,608 shares; 2020Q1: 2,964 shares 2,964 $277K 0.18% -644 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,165 shares; 2019Q4: 7,965 shares; 2020Q1: 6,021 shares 6,021 $275K 0.17% -1,944 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,757 shares; 2019Q4: 15,547 shares; 2020Q1: 12,016 shares 12,016 $270K 0.17% -3,531 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,050 shares; 2019Q4: 8,161 shares; 2020Q1: 8,063 shares 8,063 $265K 0.17% -98 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,671 shares; 2019Q4: 3,672 shares; 2020Q1: 2,944 shares 2,944 $261K 0.17% -728 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,891 shares; 2019Q4: 3,358 shares; 2020Q1: 2,790 shares 2,790 $260K 0.17% -568 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,545 shares; 2019Q4: 3,801 shares; 2020Q1: 5,480 shares 5,480 $257K 0.16% +1,679 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,747 shares; 2019Q4: 3,917 shares; 2020Q1: 3,854 shares 3,854 $254K 0.16% -63 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,204 shares; 2019Q4: 15,204 shares; 2020Q1: 7,549 shares 7,549 $252K 0.16% -7,655 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,395 shares; 2019Q4: 5,971 shares; 2020Q1: 9,825 shares 9,825 $251K 0.16% +3,854 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,704 shares; 2019Q4: 1,704 shares; 2020Q1: 1,374 shares 1,374 $248K 0.16% -330 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,580 shares; 2019Q4: 2,580 shares; 2020Q1: 5,525 shares 5,525 $244K 0.16% +2,945 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,066 shares; 2019Q4: 2,066 shares; 2020Q1: 1,893 shares 1,893 $244K 0.16% -173 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,034 shares; 2019Q4: 8,247 shares; 2020Q1: 9,715 shares 9,715 $242K 0.15% +1,468 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,801 shares; 2019Q4: 1,901 shares; 2020Q1: 1,202 shares 1,202 $240K 0.15% -699 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,265 shares; 2019Q4: 3,265 shares; 2020Q1: 2,763 shares 2,763 $240K 0.15% -502 Timeline AON PLC AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,481 shares; 2019Q4: 1,481 shares; 2020Q1: 1,459 shares 1,459 $240K 0.15% -22 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14,395 shares; 2019Q4: 14,395 shares; 2020Q1: 9,245 shares 9,245 $239K 0.15% -5,150 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,662 shares; 2019Q4: 1,662 shares; 2020Q1: 1,679 shares 1,679 $232K 0.15% +17 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,006 shares; 2019Q4: 1,126 shares; 2020Q1: 1,083 shares 1,083 $229K 0.15% -43 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 271 shares; 2019Q4: 1,171 shares; 2020Q1: 991 shares 991 $228K 0.14% -180 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,038 shares; 2019Q4: 4,038 shares; 2020Q1: 3,948 shares 3,948 $226K 0.14% -90 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,936 shares; 2019Q4: 1,936 shares; 2020Q1: 1,595 shares 1,595 $218K 0.14% -341 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,544 shares; 2019Q4: 2,847 shares; 2020Q1: 1,491 shares 1,491 $213K 0.14% -1,356 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,690 shares; 2019Q4: 3,020 shares; 2020Q1: 4,830 shares 4,830 $211K 0.13% +1,810 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,306 shares; 2019Q4: 6,870 shares; 2020Q1: 2,896 shares 2,896 $210K 0.13% -3,974 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,720 shares; 2019Q4: 4,750 shares; 2020Q1: 6,775 shares 6,775 $208K 0.13% +2,025 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,003 shares; 2019Q4: 3,003 shares; 2020Q1: 1,562 shares 1,562 $206K 0.13% -1,441 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,049 shares; 2019Q4: 3,062 shares; 2020Q1: 2,791 shares 2,791 $204K 0.13% -271 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,127 shares; 2019Q4: 1,127 shares; 2020Q1: 1,042 shares 1,042 $198K 0.13% -85 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,028 shares; 2019Q4: 11,028 shares; 2020Q1: 5,862 shares 5,862 $197K 0.13% -5,166 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 560 shares; 2019Q4: 616 shares; 2020Q1: 447 shares 447 $197K 0.13% -169 AL AIR LEASE CORP More: the full row for AIR LEASE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,000 shares; 2019Q4: 9,000 shares; 2020Q1: 8,631 shares 8,631 $191K 0.12% -369 Timeline DISCOVERY INC DISCOVERY INC More: the full row for DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 167 shares; 2019Q4: 8,685 shares; 2020Q1: 9,693 shares 9,693 $189K 0.12% +1,008 OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,626 shares; 2019Q4: 1,587 shares; 2020Q1: 1,587 shares 1,587 $188K 0.12% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,435 shares; 2019Q4: 3,061 shares; 2020Q1: 1,936 shares 1,936 $186K 0.12% -1,125 Timeline APTIV IRISH HOLDINGS LTD APTIV IRISH HOLDINGS LTD More: the full row for APTIV IRISH HOLDINGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,990 shares; 2019Q4: 3,003 shares; 2020Q1: 3,749 shares 3,749 $185K 0.12% +746 CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,530 shares; 2020Q1: 2,960 shares 2,960 $183K 0.12% +430 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,456 shares; 2019Q4: 4,786 shares; 2020Q1: 3,812 shares 3,812 $182K 0.12% -974 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,321 shares; 2019Q4: 3,322 shares; 2020Q1: 3,060 shares 3,060 $181K 0.12% -262 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,960 shares; 2019Q4: 6,960 shares; 2020Q1: 6,530 shares 6,530 $180K 0.11% -430 Timeline IPATH DJ-UBS COCOA SUBINDEX IPATH DJ-UBS COCOA SUBINDEX More: the full row for IPATH DJ-UBS COCOA SUBINDEX Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 6,800 shares; 2020Q1: 6,800 shares 6,800 $179K 0.11% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,718 shares; 2019Q4: 4,362 shares; 2020Q1: 2,968 shares 2,968 $176K 0.11% -1,394 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,705 shares; 2019Q4: 7,127 shares; 2020Q1: 7,154 shares 7,154 $176K 0.11% +27 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 7,000 shares; 2019Q4: 7,000 shares; 2020Q1: 7,000 shares 7,000 $176K 0.11% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,316 shares; 2019Q4: 2,491 shares; 2020Q1: 3,124 shares 3,124 $174K 0.11% +633 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,126 shares; 2019Q4: 4,463 shares; 2020Q1: 4,470 shares 4,470 $174K 0.11% +7 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 437 shares; 2019Q4: 437 shares; 2020Q1: 659 shares 659 $173K 0.11% +222 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 15,485 shares; 2019Q4: 16,885 shares; 2020Q1: 13,785 shares 13,785 $173K 0.11% -3,100 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,663 shares; 2019Q4: 3,540 shares; 2020Q1: 1,140 shares 1,140 $171K 0.11% -2,400 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,899 shares; 2019Q4: 6,918 shares; 2020Q1: 4,805 shares 4,805 $169K 0.11% -2,113 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,004 shares; 2019Q4: 2,405 shares; 2020Q1: 2,405 shares 2,405 $163K 0.1% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,632 shares; 2019Q4: 2,632 shares; 2020Q1: 2,573 shares 2,573 $162K 0.1% -59 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,230 shares; 2019Q4: 2,230 shares; 2020Q1: 1,770 shares 1,770 $162K 0.1% -460 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 963 shares; 2019Q4: 1,263 shares; 2020Q1: 1,012 shares 1,012 $161K 0.1% -251 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,019 shares; 2020Q1: 4,362 shares 4,362 $161K 0.1% +1,343 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,066 shares; 2019Q4: 1,065 shares; 2020Q1: 972 shares 972 $159K 0.1% -93 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 821 shares; 2020Q1: 921 shares 921 $159K 0.1% +100 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 226 shares; 2019Q4: 207 shares; 2020Q1: 117 shares 117 $158K 0.1% -90 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,618 shares; 2019Q4: 1,618 shares; 2020Q1: 1,618 shares 1,618 $157K 0.1% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 150 shares; 2019Q4: 2,010 shares; 2020Q1: 4,238 shares 4,238 $157K 0.1% +2,228 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 84 shares; 2019Q4: 19,374 shares; 2020Q1: 4,584 shares 4,584 $156K 0.1% -14,790 Timeline GOLDMAN SACHS ETF TR 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,550 shares; 2019Q4: 2,595 shares; 2020Q1: 3,205 shares 3,205 $155K 0.1% +610 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,363 shares; 2019Q4: 1,362 shares; 2020Q1: 1,110 shares 1,110 $154K 0.1% -252 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,912 shares; 2019Q4: 1,028 shares; 2020Q1: 863 shares 863 $153K 0.1% -165 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 533 shares; 2020Q1: 572 shares 572 $151K 0.1% +39 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,214 shares; 2019Q4: 1,239 shares; 2020Q1: 1,023 shares 1,023 $149K 0.09% -216 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,299 shares; 2019Q4: 2,299 shares; 2020Q1: 1,839 shares 1,839 $148K 0.09% -460 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 382 shares; 2019Q4: 467 shares; 2020Q1: 492 shares 492 $148K 0.09% +25 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,625 shares; 2019Q4: 3,542 shares; 2020Q1: 3,744 shares 3,744 $143K 0.09% +202 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,044 shares; 2019Q4: 1,044 shares; 2020Q1: 1,493 shares 1,493 $142K 0.09% +449 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,842 shares; 2019Q4: 2,827 shares; 2020Q1: 3,222 shares 3,222 $139K 0.09% +395 Timeline ALERIAN MLP ETF ALERIAN MLP ETF More: the full row for ALERIAN MLP ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40,000 shares; 2019Q4: 40,000 shares; 2020Q1: 40,000 shares 40,000 $138K 0.09% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,748 shares; 2019Q4: 1,878 shares; 2020Q1: 1,984 shares 1,984 $136K 0.09% +106 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 490 shares; 2020Q1: 430 shares 430 $135K 0.09% -60 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,729 shares; 2019Q4: 1,729 shares; 2020Q1: 1,729 shares 1,729 $135K 0.09% 0 WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 806 shares; 2019Q4: 804 shares; 2020Q1: 811 shares 811 $128K 0.08% +7 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,112 shares; 2019Q4: 4,112 shares; 2020Q1: 4,112 shares 4,112 $127K 0.08% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 2,618 shares; 2020Q1: 1,866 shares 1,866 $126K 0.08% -752 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,367 shares; 2019Q4: 2,617 shares; 2020Q1: 2,573 shares 2,573 $125K 0.08% -44 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,542 shares; 2019Q4: 12,772 shares; 2020Q1: 8,857 shares 8,857 $123K 0.08% -3,915 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,378 shares; 2019Q4: 1,247 shares; 2020Q1: 2,322 shares 2,322 $116K 0.07% +1,075 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,172 shares; 2019Q4: 1,172 shares; 2020Q1: 697 shares 697 $116K 0.07% -475 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,469 shares; 2019Q4: 6,057 shares; 2020Q1: 6,073 shares 6,073 $115K 0.07% +16 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 228 shares; 2020Q1: 228 shares 228 $113K 0.07% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 775 shares; 2019Q4: 804 shares; 2020Q1: 838 shares 838 $111K 0.07% +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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 870 shares; 2019Q4: 870 shares; 2020Q1: 703 shares 703 $110K 0.07% -167 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,653 shares; 2019Q4: 5,413 shares; 2020Q1: 2,881 shares 2,881 $110K 0.07% -2,532 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,711 shares; 2019Q4: 1,711 shares; 2020Q1: 3,515 shares 3,515 $110K 0.07% +1,804 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 212 shares; 2019Q4: 212 shares; 2020Q1: 209 shares 209 $109K 0.07% -3 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,255 shares; 2019Q4: 2,256 shares; 2020Q1: 2,694 shares 2,694 $108K 0.07% +438 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 905 shares; 2019Q4: 1,040 shares; 2020Q1: 1,195 shares 1,195 $107K 0.07% +155 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,920 shares; 2019Q4: 4,720 shares; 2020Q1: 866 shares 866 $104K 0.07% -3,854 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,335 shares; 2019Q4: 6,225 shares; 2020Q1: 6,801 shares 6,801 $104K 0.07% +576 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,800 shares; 2019Q4: 3,800 shares; 2020Q1: 2,216 shares 2,216 $102K 0.06% -1,584 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,032 shares; 2019Q4: 1,297 shares; 2020Q1: 1,297 shares 1,297 $101K 0.06% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 356 shares; 2019Q4: 423 shares; 2020Q1: 650 shares 650 $101K 0.06% +227 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 202 shares; 2019Q4: 189 shares; 2020Q1: 1,126 shares 1,126 $101K 0.06% +937 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,275 shares; 2019Q4: 22,381 shares; 2020Q1: 856 shares 856 $101K 0.06% -21,525 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,810 shares; 2019Q4: 3,075 shares; 2020Q1: 1,225 shares 1,225 $101K 0.06% -1,850 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,087 shares; 2019Q4: 1,287 shares; 2020Q1: 1,211 shares 1,211 $101K 0.06% -76 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,600 shares; 2019Q4: 800 shares; 2020Q1: 800 shares 800 $101K 0.06% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 869 shares 869 $100K 0.06% -998 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,521 shares; 2019Q4: 221 shares; 2020Q1: 333 shares 333 $100K 0.06% +112 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 609 shares; 2019Q4: 609 shares; 2020Q1: 600 shares 600 $98K 0.06% -9 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 826 shares; 2019Q4: 827 shares; 2020Q1: 697 shares 697 $97K 0.06% -130 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,189 shares; 2019Q4: 3,217 shares; 2020Q1: 3,246 shares 3,246 $97K 0.06% +29 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,080 shares; 2020Q1: 3,465 shares 3,465 $97K 0.06% +2,385 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,970 shares; 2019Q4: 3,490 shares; 2020Q1: 3,910 shares 3,910 $97K 0.06% +420 RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,005 shares; 2019Q4: 1,005 shares; 2020Q1: 1,005 shares 1,005 $95K 0.06% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 528 shares; 2020Q1: 1,255 shares 1,255 $94K 0.06% +727 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,862 shares; 2019Q4: 2,262 shares; 2020Q1: 762 shares 762 $94K 0.06% -1,500 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 508 shares; 2019Q4: 556 shares; 2020Q1: 474 shares 474 $94K 0.06% -82 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 608 shares; 2019Q4: 473 shares; 2020Q1: 530 shares 530 $92K 0.06% +57 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,292 shares; 2019Q4: 2,779 shares; 2020Q1: 2,699 shares 2,699 $88K 0.06% -80 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,319 shares; 2020Q1: 1,820 shares 1,820 $88K 0.06% -499 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 543 shares; 2019Q4: 550 shares; 2020Q1: 555 shares 555 $87K 0.06% +5 Timeline OPLN OPENLANE INC More: the full row for OPENLANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,668 shares; 2019Q4: 5,915 shares; 2020Q1: 7,255 shares 7,255 $87K 0.06% +1,340 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 36 shares; 2019Q4: 36 shares; 2020Q1: 2,067 shares 2,067 $81K 0.05% +2,031 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,662 shares; 2019Q4: 4,737 shares; 2020Q1: 3,753 shares 3,753 $80K 0.05% -984 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,557 shares; 2019Q4: 1,566 shares; 2020Q1: 1,573 shares 1,573 $78K 0.05% +7 Timeline SPHQ 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,595 shares; 2019Q4: 2,595 shares; 2020Q1: 2,595 shares 2,595 $78K 0.05% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,925 shares; 2019Q4: 2,945 shares; 2020Q1: 2,945 shares 2,945 $78K 0.05% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,136 shares; 2019Q4: 1,132 shares; 2020Q1: 597 shares 597 $77K 0.05% -535 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 456 shares; 2019Q4: 696 shares; 2020Q1: 696 shares 696 $77K 0.05% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,856 shares; 2019Q4: 4,676 shares; 2020Q1: 3,662 shares 3,662 $76K 0.05% -1,014 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,642 shares; 2019Q4: 1,642 shares; 2020Q1: 872 shares 872 $76K 0.05% -770 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,575 shares 4,575 $76K 0.05% new Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,060 shares; 2019Q4: 2,060 shares; 2020Q1: 2,060 shares 2,060 $75K 0.05% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,720 shares; 2019Q4: 1,720 shares; 2020Q1: 1,715 shares 1,715 $75K 0.05% -5 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 1,187 shares; 2020Q1: 1,308 shares 1,308 $75K 0.05% +121 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,355 shares 5,355 $75K 0.05% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 28,859 shares; 2019Q4: 5,133 shares; 2020Q1: 2,543 shares 2,543 $74K 0.05% -2,590 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 122 shares; 2019Q4: 122 shares; 2020Q1: 1,602 shares 1,602 $73K 0.05% +1,480 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 1,788 shares 1,788 $72K 0.05% +1,748 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,680 shares; 2019Q4: 2,464 shares; 2020Q1: 1,767 shares 1,767 $69K 0.04% -697 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 553 shares; 2020Q1: 562 shares 562 $69K 0.04% +9 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,857 shares; 2019Q4: 5,637 shares; 2020Q1: 6,473 shares 6,473 $68K 0.04% +836 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 423 shares; 2019Q4: 351 shares; 2020Q1: 210 shares 210 $67K 0.04% -141 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,360 shares; 2019Q4: 6,360 shares; 2020Q1: 2,060 shares 2,060 $66K 0.04% -4,300 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,464 shares; 2019Q4: 1,464 shares; 2020Q1: 798 shares 798 $64K 0.04% -666 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 800 shares; 2019Q4: 800 shares; 2020Q1: 750 shares 750 $64K 0.04% -50 UUP INVESCO DB US DLR INDEX TR More: the full row for INVESCO DB US DLR INDEX TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,360 shares 2,360 $63K 0.04% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 1,416 shares 1,416 $61K 0.04% -244 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,540 shares; 2020Q1: 1,450 shares 1,450 $61K 0.04% -1,090 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,519 shares; 2019Q4: 1,519 shares; 2020Q1: 1,126 shares 1,126 $61K 0.04% -393 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,128 shares; 2019Q4: 1,296 shares; 2020Q1: 1,061 shares 1,061 $60K 0.04% -235 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 427 shares; 2019Q4: 428 shares; 2020Q1: 378 shares 378 $60K 0.04% -50 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 1,386 shares; 2020Q1: 1,312 shares 1,312 $59K 0.04% -74 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,016 shares; 2019Q4: 3,016 shares; 2020Q1: 3,016 shares 3,016 $59K 0.04% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 258 shares 258 $58K 0.04% +58 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,279 shares; 2019Q4: 969 shares; 2020Q1: 479 shares 479 $58K 0.04% -490 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,973 shares; 2019Q4: 5,453 shares; 2020Q1: 1,662 shares 1,662 $57K 0.04% -3,791 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,626 shares; 2019Q4: 2,501 shares; 2020Q1: 835 shares 835 $57K 0.04% -1,666 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,399 shares; 2019Q4: 2,393 shares; 2020Q1: 2,355 shares 2,355 $57K 0.04% -38 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 479 shares 479 $56K 0.04% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 636 shares; 2020Q1: 636 shares 636 $56K 0.04% 0 Timeline SEAGATE TECHNOLOGY HOLDINGS SEAGATE TECHNOLOGY HOLDINGS More: the full row for SEAGATE TECHNOLOGY HOLDINGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,343 shares; 2019Q4: 2,343 shares; 2020Q1: 1,138 shares 1,138 $56K 0.04% -1,205 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,473 shares; 2019Q4: 2,055 shares; 2020Q1: 1,633 shares 1,633 $55K 0.03% -422 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 196 shares; 2019Q4: 199 shares; 2020Q1: 193 shares 193 $53K 0.03% -6 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 650 shares; 2019Q4: 650 shares; 2020Q1: 1,400 shares 1,400 $53K 0.03% +750 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,784 shares; 2019Q4: 2,791 shares; 2020Q1: 2,448 shares 2,448 $53K 0.03% -343 Timeline JP MORGAN EXCHANGE TRADED FD JP MORGAN EXCHANGE TRADED FD More: the full row for JP MORGAN EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,800 shares; 2019Q4: 2,800 shares; 2020Q1: 2,800 shares 2,800 $53K 0.03% 0 AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 450 shares 450 $52K 0.03% new Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,931 shares; 2019Q4: 10,064 shares; 2020Q1: 2,926 shares 2,926 $51K 0.03% -7,138 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,540 shares; 2019Q4: 1,440 shares; 2020Q1: 1,160 shares 1,160 $51K 0.03% -280 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 845 shares 845 $49K 0.03% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 342 shares; 2019Q4: 342 shares; 2020Q1: 342 shares 342 $49K 0.03% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,125 shares; 2019Q4: 1,123 shares; 2020Q1: 837 shares 837 $48K 0.03% -286 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 951 shares; 2019Q4: 914 shares; 2020Q1: 605 shares 605 $48K 0.03% -309 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,265 shares; 2019Q4: 1,265 shares; 2020Q1: 877 shares 877 $48K 0.03% -388 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,288 shares; 2019Q4: 3,991 shares; 2020Q1: 1,351 shares 1,351 $47K 0.03% -2,640 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 1,140 shares 1,140 $46K 0.03% -727 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,992 shares; 2019Q4: 1,992 shares; 2020Q1: 900 shares 900 $46K 0.03% -1,092 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 102 shares; 2019Q4: 110 shares; 2020Q1: 160 shares 160 $46K 0.03% +50 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,029 shares; 2019Q4: 1,029 shares; 2020Q1: 1,029 shares 1,029 $46K 0.03% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 246 shares; 2019Q4: 246 shares; 2020Q1: 246 shares 246 $46K 0.03% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 948 shares; 2019Q4: 948 shares; 2020Q1: 948 shares 948 $45K 0.03% 0 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 121 shares; 2019Q4: 121 shares; 2020Q1: 317 shares 317 $45K 0.03% +196 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,705 shares; 2019Q4: 5,980 shares; 2020Q1: 1,065 shares 1,065 $45K 0.03% -4,915 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9,500 shares; 2019Q4: 9,500 shares; 2020Q1: 1,480 shares 1,480 $44K 0.03% -8,020 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 250 shares 250 $44K 0.03% +65 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 182 shares 182 $42K 0.03% -50 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 945 shares; 2019Q4: 942 shares; 2020Q1: 942 shares 942 $42K 0.03% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares 3,000 $42K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,166 shares; 2019Q4: 3,166 shares; 2020Q1: 981 shares 981 $41K 0.03% -2,185 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 240 shares; 2019Q4: 240 shares; 2020Q1: 240 shares 240 $40K 0.03% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 294 shares; 2020Q1: 297 shares 297 $40K 0.03% +3 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 378 shares; 2019Q4: 328 shares; 2020Q1: 328 shares 328 $39K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 348 shares; 2019Q4: 348 shares; 2020Q1: 220 shares 220 $39K 0.02% -128 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 830 shares; 2019Q4: 830 shares; 2020Q1: 782 shares 782 $38K 0.02% -48 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 391 shares; 2019Q4: 391 shares; 2020Q1: 391 shares 391 $38K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,008 shares; 2019Q4: 1,000 shares; 2020Q1: 1,021 shares 1,021 $38K 0.02% +21 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,272 shares; 2019Q4: 1,582 shares; 2020Q1: 513 shares 513 $38K 0.02% -1,069 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 46 shares; 2019Q4: 46 shares; 2020Q1: 46 shares 46 $38K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 5,563 shares; 2019Q4: 5,798 shares; 2020Q1: 889 shares 889 $38K 0.02% -4,909 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 515 shares; 2019Q4: 516 shares; 2020Q1: 516 shares 516 $38K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,149 shares; 2019Q4: 3,568 shares; 2020Q1: 1,192 shares 1,192 $37K 0.02% -2,376 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 397 shares; 2019Q4: 397 shares; 2020Q1: 462 shares 462 $37K 0.02% +65 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 220 shares; 2019Q4: 220 shares; 2020Q1: 220 shares 220 $37K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 449 shares; 2019Q4: 248 shares; 2020Q1: 7,591 shares 7,591 $36K 0.02% +7,343 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 136 shares; 2019Q4: 136 shares; 2020Q1: 262 shares 262 $36K 0.02% +126 SWITCH INC SWITCH INC More: the full row for SWITCH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,500 shares 2,500 $36K 0.02% new IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,203 shares; 2019Q4: 1,203 shares; 2020Q1: 703 shares 703 $35K 0.02% -500 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 242 shares; 2020Q1: 271 shares 271 $35K 0.02% +29 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,100 shares; 2019Q4: 1,100 shares; 2020Q1: 700 shares 700 $35K 0.02% -400 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 8,700 shares; 2019Q4: 8,700 shares; 2020Q1: 1,350 shares 1,350 $35K 0.02% -7,350 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,100 shares; 2019Q4: 2,450 shares; 2020Q1: 2,275 shares 2,275 $35K 0.02% -175 KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 730 shares; 2019Q4: 730 shares; 2020Q1: 730 shares 730 $35K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,838 shares; 2019Q4: 1,838 shares; 2020Q1: 407 shares 407 $34K 0.02% -1,431 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,084 shares; 2019Q4: 1,084 shares; 2020Q1: 988 shares 988 $34K 0.02% -96 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 470 shares; 2020Q1: 470 shares 470 $34K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 553 shares; 2020Q1: 452 shares 452 $33K 0.02% -101 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 498 shares; 2019Q4: 498 shares; 2020Q1: 498 shares 498 $33K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 482 shares; 2019Q4: 482 shares; 2020Q1: 732 shares 732 $33K 0.02% +250 Timeline JPEM 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,560 shares; 2019Q4: 1,360 shares; 2020Q1: 830 shares 830 $33K 0.02% -530 Timeline BROOKFIELD ASSET MANAGEMENT… BROOKFIELD ASSET MANAGEMENT IN More: the full row for BROOKFIELD ASSET MANAGEMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 745 shares 745 $33K 0.02% new COVANTA HLDG CORP COVANTA HLDG CORP More: the full row for COVANTA HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 10,218 shares; 2019Q4: 10,173 shares; 2020Q1: 3,810 shares 3,810 $33K 0.02% -6,363 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 540 shares; 2019Q4: 429 shares; 2020Q1: 229 shares 229 $32K 0.02% -200 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 484 shares; 2019Q4: 510 shares; 2020Q1: 532 shares 532 $31K 0.02% +22 Timeline PSCH 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 303 shares; 2019Q4: 303 shares; 2020Q1: 303 shares 303 $31K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 3,461 shares; 2019Q4: 3,498 shares; 2020Q1: 3,734 shares 3,734 $30K 0.02% +236 TCBK TRICO BANCSHARES More: the full row for TRICO BANCSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,842 shares; 2019Q4: 1,542 shares; 2020Q1: 1,000 shares 1,000 $30K 0.02% -542 Timeline FRONTIER COMMUNICATIONS CORP FRONTIER COMMUNICATIONS CORP More: the full row for FRONTIER COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 80,533 shares; 2019Q4: 80,533 shares; 2020Q1: 80,533 shares 80,533 $30K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,806 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares 1,280 $30K 0.02% 0 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,846 shares; 2019Q4: 1,895 shares; 2020Q1: 364 shares 364 $29K 0.02% -1,531 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,684 shares; 2019Q4: 4,778 shares; 2020Q1: 636 shares 636 $29K 0.02% -4,142 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 416 shares; 2019Q4: 416 shares; 2020Q1: 416 shares 416 $29K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 600 shares; 2019Q4: 600 shares; 2020Q1: 600 shares 600 $29K 0.02% 0 KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 135 shares; 2019Q4: 135 shares; 2020Q1: 195 shares 195 $28K 0.02% +60 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,463 shares; 2019Q4: 1,415 shares; 2020Q1: 1,359 shares 1,359 $28K 0.02% -56 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 407 shares; 2019Q4: 407 shares; 2020Q1: 438 shares 438 $28K 0.02% +31 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares 200 $28K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 504 shares; 2019Q4: 344 shares; 2020Q1: 312 shares 312 $27K 0.02% -32 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 800 shares; 2020Q1: 800 shares 800 $27K 0.02% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 221 shares; 2019Q4: 175 shares; 2020Q1: 175 shares 175 $27K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 924 shares 924 $27K 0.02% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 267 shares; 2020Q1: 267 shares 267 $26K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 285 shares 285 $26K 0.02% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 625 shares; 2019Q4: 325 shares; 2020Q1: 295 shares 295 $25K 0.02% -30 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares 501 $25K 0.02% new Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 359 shares; 2019Q4: 358 shares; 2020Q1: 301 shares 301 $25K 0.02% -57 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 199 shares; 2019Q4: 199 shares; 2020Q1: 184 shares 184 $25K 0.02% -15 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares 501 $25K 0.02% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 319 shares; 2019Q4: 319 shares; 2020Q1: 297 shares 297 $25K 0.02% -22 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,504 shares; 2019Q4: 1,254 shares; 2020Q1: 833 shares 833 $24K 0.02% -421 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 290 shares; 2019Q4: 290 shares; 2020Q1: 239 shares 239 $24K 0.02% -51 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 961 shares; 2019Q4: 811 shares; 2020Q1: 811 shares 811 $24K 0.02% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares 1,050 $24K 0.02% 0 Timeline PSCI 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 500 shares; 2020Q1: 500 shares 500 $24K 0.02% 0 Timeline CHORD ENERGY CORPORATION CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 80,000 shares; 2019Q4: 80,000 shares; 2020Q1: 80,000 shares 80,000 $24K 0.02% 0 J P MORGAN EXCHANGETRADED F… J P MORGAN EXCHANGETRADED F DIV R… More: the full row for J P MORGAN EXCHANGETRADED F DIV RTN EU ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,320 shares; 2019Q4: 2,055 shares; 2020Q1: 525 shares 525 $24K 0.02% -1,530 COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 564 shares; 2019Q4: 564 shares; 2020Q1: 464 shares 464 $23K 0.01% -100 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 475 shares; 2019Q4: 475 shares; 2020Q1: 285 shares 285 $23K 0.01% -190 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,834 shares; 2019Q4: 2,786 shares; 2020Q1: 443 shares 443 $23K 0.01% -2,343 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 55 shares; 2019Q4: 64 shares; 2020Q1: 234 shares 234 $23K 0.01% +170 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 6,135 shares; 2019Q4: 2,268 shares; 2020Q1: 930 shares 930 $23K 0.01% -1,338 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 890 shares; 2019Q4: 890 shares; 2020Q1: 860 shares 860 $23K 0.01% -30 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,773 shares; 2019Q4: 2,453 shares; 2020Q1: 1,727 shares 1,727 $23K 0.01% -726 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 424 shares 424 $23K 0.01% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 51 shares 51 $22K 0.01% -44 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 438 shares; 2019Q4: 438 shares; 2020Q1: 201 shares 201 $22K 0.01% -237 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 117 shares 117 $22K 0.01% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 506 shares; 2019Q4: 381 shares; 2020Q1: 233 shares 233 $22K 0.01% -148 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 323 shares; 2019Q4: 268 shares; 2020Q1: 236 shares 236 $21K 0.01% -32 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 478 shares; 2019Q4: 631 shares; 2020Q1: 631 shares 631 $21K 0.01% 0 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 116 shares; 2019Q4: 121 shares; 2020Q1: 116 shares 116 $21K 0.01% -5 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 93 shares; 2019Q4: 93 shares; 2020Q1: 568 shares 568 $21K 0.01% +475 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 350 shares; 2019Q4: 313 shares; 2020Q1: 203 shares 203 $21K 0.01% -110 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 424 shares; 2019Q4: 424 shares; 2020Q1: 222 shares 222 $20K 0.01% -202 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares 253 $20K 0.01% 0 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 120 shares; 2019Q4: 119 shares; 2020Q1: 116 shares 116 $20K 0.01% -3 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 445 shares 445 $20K 0.01% new Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 920 shares; 2019Q4: 920 shares; 2020Q1: 345 shares 345 $20K 0.01% -575 Timeline PSCT 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 284 shares; 2019Q4: 284 shares; 2020Q1: 284 shares 284 $20K 0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 116 shares 116 $19K 0.01% new Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 210 shares; 2019Q4: 209 shares; 2020Q1: 216 shares 216 $19K 0.01% +7 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 255 shares; 2019Q4: 255 shares; 2020Q1: 321 shares 321 $18K 0.01% +66 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 526 shares; 2019Q4: 523 shares; 2020Q1: 587 shares 587 $18K 0.01% +64 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 273 shares; 2019Q4: 238 shares; 2020Q1: 240 shares 240 $18K 0.01% +2 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,050 shares 2,050 $18K 0.01% new Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 11,837 shares; 2019Q4: 221 shares; 2020Q1: 221 shares 221 $18K 0.01% 0 Timeline WTM WHITE MTNS INS GROUP LTD More: the full row for WHITE MTNS INS GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 20 shares; 2019Q4: 20 shares; 2020Q1: 20 shares 20 $18K 0.01% 0 Timeline XRX XEROX HOLDINGS CORP More: the full row for XEROX HOLDINGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,765 shares; 2019Q4: 2,765 shares; 2020Q1: 985 shares 985 $18K 0.01% -1,780 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 420 shares; 2020Q1: 620 shares 620 $18K 0.01% +200 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 232 shares 232 $17K 0.01% 0 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 572 shares; 2019Q4: 487 shares; 2020Q1: 207 shares 207 $17K 0.01% -280 Timeline ALEXION PHARMACEUTICALS INC ALEXION PHARMACEUTICALS INC More: the full row for ALEXION PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 169 shares; 2020Q1: 193 shares 193 $17K 0.01% +24 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 140 shares; 2019Q4: 156 shares; 2020Q1: 172 shares 172 $16K 0.01% +16 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 304 shares 304 $16K 0.01% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 376 shares; 2019Q4: 376 shares; 2020Q1: 376 shares 376 $16K 0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 134 shares; 2019Q4: 134 shares; 2020Q1: 234 shares 234 $16K 0.01% +100 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 306 shares; 2019Q4: 218 shares; 2020Q1: 217 shares 217 $16K 0.01% -1 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 694 shares; 2019Q4: 519 shares; 2020Q1: 245 shares 245 $16K 0.01% -274 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 500 shares; 2019Q4: 500 shares; 2020Q1: 500 shares 500 $16K 0.01% 0 Timeline PSCD 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 444 shares; 2019Q4: 444 shares; 2020Q1: 444 shares 444 $16K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 314 shares 314 $15K 0.01% -1,346 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 141 shares; 2019Q4: 141 shares; 2020Q1: 136 shares 136 $15K 0.01% -5 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 100 shares 100 $15K 0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 390 shares; 2020Q1: 390 shares 390 $15K 0.01% 0 Timeline EUFN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 37,115 shares; 2020Q1: 1,200 shares 1,200 $15K 0.01% -35,915 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 660 shares; 2019Q4: 660 shares; 2020Q1: 660 shares 660 $15K 0.01% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 61 shares; 2019Q4: 64 shares; 2020Q1: 61 shares 61 $14K 0.01% -3 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares 66 $14K 0.01% new Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares 66 $14K 0.01% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 331 shares; 2019Q4: 331 shares; 2020Q1: 156 shares 156 $14K 0.01% -175 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 296 shares; 2019Q4: 296 shares; 2020Q1: 296 shares 296 $14K 0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 513 shares; 2019Q4: 478 shares; 2020Q1: 400 shares 400 $14K 0.01% -78 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares 74 $14K 0.01% 0 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 349 shares; 2019Q4: 280 shares; 2020Q1: 280 shares 280 $14K 0.01% 0 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 9 shares; 2019Q4: 9 shares; 2020Q1: 98 shares 98 $14K 0.01% +89 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 98 shares; 2019Q4: 98 shares; 2020Q1: 98 shares 98 $14K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 218 shares; 2019Q4: 218 shares; 2020Q1: 218 shares 218 $14K 0.01% 0 CYPRESS SEMICONDUCTOR CORP CYPRESS SEMICONDUCTOR CORP More: the full row for CYPRESS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 981 shares; 2019Q4: 815 shares; 2020Q1: 583 shares 583 $14K 0.01% -232 ALLERGAN PLC ALLERGAN PLC More: the full row for ALLERGAN PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 92 shares; 2019Q4: 77 shares; 2020Q1: 81 shares 81 $14K 0.01% +4 ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 322 shares; 2019Q4: 322 shares; 2020Q1: 345 shares 345 $13K 0.01% +23 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 87 shares; 2020Q1: 87 shares 87 $13K 0.01% 0 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares 74 $13K 0.01% 0 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 260 shares; 2019Q4: 210 shares; 2020Q1: 210 shares 210 $13K 0.01% 0 Timeline FDN FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 108 shares; 2019Q4: 108 shares; 2020Q1: 108 shares 108 $13K 0.01% 0 Timeline AGIO AGIOS PHARMACEUTICALS INC More: the full row for AGIOS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 343 shares; 2019Q4: 367 shares; 2020Q1: 367 shares 367 $13K 0.01% 0 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 567 shares; 2019Q4: 567 shares; 2020Q1: 475 shares 475 $12K 0.01% -92 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 256 shares; 2019Q4: 256 shares; 2020Q1: 263 shares 263 $12K 0.01% +7 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 649 shares 649 $12K 0.01% new Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 123 shares; 2019Q4: 122 shares; 2020Q1: 118 shares 118 $12K 0.01% -4 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 790 shares; 2019Q4: 790 shares; 2020Q1: 900 shares 900 $12K 0.01% +110 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 301 shares; 2019Q4: 6,896 shares; 2020Q1: 312 shares 312 $12K 0.01% -6,584 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,881 shares; 2020Q1: 395 shares 395 $12K 0.01% -1,486 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 161 shares; 2019Q4: 161 shares; 2020Q1: 200 shares 200 $12K 0.01% +39 Timeline IDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 84 shares 84 $12K 0.01% new Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 177 shares; 2019Q4: 177 shares; 2020Q1: 196 shares 196 $12K 0.01% +19 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 49 shares; 2019Q4: 49 shares; 2020Q1: 49 shares 49 $12K 0.01% 0 IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 226 shares 226 $12K 0.01% new Timeline VPL 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 339 shares; 2019Q4: 339 shares; 2020Q1: 200 shares 200 $11K 0.01% -139 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 54 shares; 2019Q4: 54 shares; 2020Q1: 54 shares 54 $11K 0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 14 shares; 2019Q4: 14 shares; 2020Q1: 12 shares 12 $11K 0.01% -2 Timeline 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares; 2020Q1: 58 shares 58 $11K 0.01% -207 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 303 shares 303 $11K 0.01% -176 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 78 shares; 2019Q4: 78 shares; 2020Q1: 78 shares 78 $11K 0.01% 0 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,335 shares; 2019Q4: 2,390 shares; 2020Q1: 210 shares 210 $11K 0.01% -2,180 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 16 shares; 2019Q4: 16 shares; 2020Q1: 16 shares 16 $11K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 4,725 shares; 2019Q4: 4,725 shares; 2020Q1: 150 shares 150 $11K 0.01% -4,575 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 82 shares; 2019Q4: 82 shares; 2020Q1: 64 shares 64 $11K 0.01% -18 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 880 shares 880 $11K 0.01% new Timeline FV 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 441 shares 441 $11K 0.01% new Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares; 2020Q1: 300 shares 300 $11K 0.01% 0 Timeline PSCF 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 636 shares; 2019Q4: 636 shares; 2020Q1: 302 shares 302 $11K 0.01% -334 Timeline UNITED STS NAT GAS FD LP UNITED STS NAT GAS FD LP More: the full row for UNITED STS NAT GAS FD LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,330 shares; 2020Q1: 900 shares 900 $11K 0.01% -430 IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 47 shares; 2019Q4: 47 shares; 2020Q1: 47 shares 47 $10K 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 262 shares; 2019Q4: 262 shares; 2020Q1: 82 shares 82 $10K 0.01% -180 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 166 shares; 2019Q4: 44 shares; 2020Q1: 44 shares 44 $10K 0.01% 0 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,400 shares 4,400 $10K 0.01% new Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 37 shares; 2019Q4: 35 shares; 2020Q1: 33 shares 33 $10K 0.01% -2 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,928 shares; 2019Q4: 1,928 shares; 2020Q1: 483 shares 483 $10K 0.01% -1,445 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 153 shares 153 $10K 0.01% new Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 104 shares; 2019Q4: 104 shares; 2020Q1: 104 shares 104 $10K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,672 shares; 2019Q4: 2,672 shares; 2020Q1: 31 shares 31 $10K 0.01% -2,641 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,119 shares; 2019Q4: 1,834 shares; 2020Q1: 1,000 shares 1,000 $10K 0.01% -834 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 70 shares; 2019Q4: 70 shares; 2020Q1: 90 shares 90 $10K 0.01% +20 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 286 shares; 2019Q4: 286 shares; 2020Q1: 198 shares 198 $10K 0.01% -88 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 104 shares; 2019Q4: 104 shares; 2020Q1: 104 shares 104 $10K 0.01% 0 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 137 shares; 2019Q4: 137 shares; 2020Q1: 137 shares 137 $10K 0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 458 shares; 2020Q1: 150 shares 150 $10K 0.01% -308 Timeline LKNCY LUCKIN COFFEE INC ADR (CYM) More: the full row for LUCKIN COFFEE INC ADR (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 360 shares 360 $10K 0.01% new Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares 200 $10K 0.01% 0 SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 69,249 shares; 2019Q4: 69,249 shares; 2020Q1: 654 shares 654 $9K 0.01% -68,595 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 64 shares 64 $9K 0.01% new 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 205 shares; 2019Q4: 205 shares; 2020Q1: 60 shares 60 $9K 0.01% -145 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,288 shares; 2019Q4: 728 shares; 2020Q1: 188 shares 188 $9K 0.01% -540 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 1,796 shares; 2019Q4: 2,286 shares; 2020Q1: 316 shares 316 $9K 0.01% -1,970 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 594 shares; 2019Q4: 794 shares; 2020Q1: 94 shares 94 $9K 0.01% -700 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 591 shares; 2019Q4: 566 shares; 2020Q1: 160 shares 160 $9K 0.01% -406 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 115 shares 115 $9K 0.01% +20 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 189 shares; 2019Q4: 189 shares; 2020Q1: 58 shares 58 $9K 0.01% -131 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 175 shares; 2019Q4: 175 shares; 2020Q1: 169 shares 169 $9K 0.01% -6 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares 200 $9K 0.01% 0 Timeline ILCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 101 shares; 2019Q4: 101 shares; 2020Q1: 101 shares 101 $9K 0.01% 0 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 364 shares; 2019Q4: 364 shares; 2020Q1: 364 shares 364 $9K 0.01% 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; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 2,442 shares; 2019Q4: 2,412 shares; 2020Q1: 191 shares 191 $9K 0.01% -2,221 ARGO GROUP INTERNATIONAL ARGO GROUP INTERNATIONAL More: the full row for ARGO GROUP INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares 253 $9K 0.01% 0 AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 483 shares; 2019Q4: 503 shares; 2020Q1: 184 shares 184 $8K 0.01% -319 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 110 shares 110 $8K 0.01% +15 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2018Q2: restricted; 2018Q3: restricted; 2018Q4: restricted; 2019Q1: restricted; 2019Q2: restricted; 2019Q3: 994 shares; 2019Q4: 794 shares; 2020Q1: 290 shares 290 $8K 0.01% -504 Timeline