AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 38,970 shares; 2019Q4: 38,771 shares; 2020Q1: 37,865 shares; 2020Q2: 32,954 shares; 2020Q3: 111,460 shares; 2020Q4: 112,788 shares; 2021Q1: 111,598 shares 111,598 $13.6M 5.8% -1,190 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,987 shares; 2019Q4: 2,927 shares; 2020Q1: 2,897 shares; 2020Q2: 2,831 shares; 2020Q3: 2,901 shares; 2020Q4: 2,954 shares; 2021Q1: 2,644 shares 2,644 $8.18M 3.48% -310 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 34,004 shares; 2019Q4: 31,869 shares; 2020Q1: 30,814 shares; 2020Q2: 28,725 shares; 2020Q3: 28,620 shares; 2020Q4: 28,325 shares; 2021Q1: 28,777 shares 28,777 $6.78M 2.89% +452 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 22,268 shares; 2019Q4: 16,543 shares; 2020Q1: 15,767 shares; 2020Q2: 15,984 shares; 2020Q3: 15,870 shares; 2020Q4: 15,915 shares; 2021Q1: 16,149 shares 16,149 $4.93M 2.1% +234 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 80,000 shares; 2021Q1: 80,000 shares 80,000 $4.75M 2.02% 0 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; 2019Q2: restricted; 2019Q3: 480,000 shares; 2019Q4: 480,000 shares; 2020Q1: 480,000 shares; 2020Q2: 480,000 shares; 2020Q3: 480,000 shares; 2020Q4: 480,000 shares; 2021Q1: 480,000 shares 480,000 $4.73M 2.02% 0 GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,613 shares; 2019Q4: 4,644 shares; 2020Q1: 4,014 shares; 2020Q2: 2,551 shares; 2020Q3: 2,195 shares; 2020Q4: 2,202 shares; 2021Q1: 2,240 shares 2,240 $4.62M 1.97% +38 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 37,268 shares; 2019Q4: 37,064 shares; 2020Q1: 34,494 shares; 2020Q2: 24,371 shares; 2020Q3: 19,593 shares; 2020Q4: 19,764 shares; 2021Q1: 19,925 shares 19,925 $4.22M 1.8% +161 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,496 shares; 2019Q4: 7,006 shares; 2020Q1: 6,953 shares; 2020Q2: 6,856 shares; 2020Q3: 6,811 shares; 2020Q4: 6,830 shares; 2021Q1: 6,862 shares 6,862 $3.58M 1.52% +32 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,465 shares; 2019Q4: 2,487 shares; 2020Q1: 2,330 shares; 2020Q2: 2,033 shares; 2020Q3: 1,691 shares; 2020Q4: 1,628 shares; 2021Q1: 1,657 shares 1,657 $3.43M 1.46% +29 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 12,794 shares; 2019Q4: 13,071 shares; 2020Q1: 12,272 shares; 2020Q2: 12,260 shares; 2020Q3: 12,365 shares; 2020Q4: 12,465 shares; 2021Q1: 12,515 shares 12,515 $2.77M 1.18% +50 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,954 shares; 2019Q4: 8,953 shares; 2020Q1: 7,967 shares; 2020Q2: 6,924 shares; 2020Q3: 5,876 shares; 2020Q4: 5,738 shares; 2021Q1: 5,738 shares 5,738 $2.73M 1.16% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 81,135 shares; 2019Q4: 78,622 shares; 2020Q1: 54,394 shares; 2020Q2: 56,250 shares; 2020Q3: 45,891 shares; 2020Q4: 45,997 shares; 2021Q1: 46,177 shares 46,177 $2.5M 1.06% +180 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,453 shares; 2019Q4: 2,472 shares; 2020Q1: 3,202 shares; 2020Q2: 3,584 shares; 2020Q3: 3,641 shares; 2020Q4: 3,592 shares; 2021Q1: 3,576 shares 3,576 $2.43M 1.03% -16 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 13,337 shares; 2019Q4: 11,742 shares; 2020Q1: 8,105 shares; 2020Q2: 7,903 shares; 2020Q3: 7,861 shares; 2020Q4: 9,531 shares; 2021Q1: 9,523 shares 9,523 $2.21M 0.94% -8 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,199 shares; 2019Q4: 5,199 shares; 2020Q1: 4,938 shares; 2020Q2: 4,919 shares; 2020Q3: 4,597 shares; 2020Q4: 4,577 shares; 2021Q1: 4,690 shares 4,690 $2.14M 0.91% +113 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 15,726 shares; 2019Q4: 13,753 shares; 2020Q1: 10,732 shares; 2020Q2: 9,298 shares; 2020Q3: 9,131 shares; 2020Q4: 9,203 shares; 2021Q1: 9,433 shares 9,433 $2.05M 0.87% +230 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 35,360 shares; 2019Q4: 35,352 shares; 2020Q1: 34,124 shares; 2020Q2: 24,205 shares; 2020Q3: 21,159 shares; 2020Q4: 12,870 shares; 2021Q1: 13,215 shares 13,215 $2.01M 0.86% +345 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,230 shares; 2019Q4: 5,425 shares; 2020Q1: 5,521 shares; 2020Q2: 5,390 shares; 2020Q3: 5,441 shares; 2020Q4: 5,451 shares; 2021Q1: 5,496 shares 5,496 $1.96M 0.83% +45 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,869 shares; 2019Q4: 7,487 shares; 2020Q1: 7,452 shares; 2020Q2: 6,997 shares; 2020Q3: 7,203 shares; 2020Q4: 7,173 shares; 2021Q1: 7,355 shares 7,355 $1.88M 0.8% +182 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 18,685 shares; 2019Q4: 18,466 shares; 2020Q1: 16,612 shares; 2020Q2: 16,190 shares; 2020Q3: 15,677 shares; 2020Q4: 15,624 shares; 2021Q1: 16,469 shares 16,469 $1.88M 0.8% +845 Timeline TBT PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 83,849 shares 83,849 $1.82M 0.78% new Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,967 shares; 2019Q4: 4,315 shares; 2020Q1: 4,452 shares; 2020Q2: 4,643 shares; 2020Q3: 4,980 shares; 2020Q4: 4,670 shares; 2021Q1: 4,591 shares 4,591 $1.82M 0.77% -79 Timeline RWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 20,443 shares; 2020Q2: 20,443 shares; 2020Q3: 25,015 shares; 2020Q4: not reported; 2021Q1: 79,344 shares 79,344 $1.75M 0.74% new 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; 2019Q2: restricted; 2019Q3: 23,263 shares; 2019Q4: 14,057 shares; 2020Q1: 14,057 shares; 2020Q2: 13,988 shares; 2020Q3: 13,988 shares; 2020Q4: 13,303 shares; 2021Q1: 10,178 shares 10,178 $1.72M 0.73% -3,125 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; 2019Q2: restricted; 2019Q3: 10,345 shares; 2019Q4: 16,170 shares; 2020Q1: 16,375 shares; 2020Q2: 14,900 shares; 2020Q3: 15,620 shares; 2020Q4: 15,620 shares; 2021Q1: 16,090 shares 16,090 $1.68M 0.72% +470 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 74,535 shares; 2020Q2: 22,992 shares; 2020Q3: 46,813 shares; 2020Q4: not reported; 2021Q1: 120,390 shares 120,390 $1.68M 0.71% new 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 41,936 shares; 2020Q2: 4,051 shares; 2020Q3: 41,426 shares; 2020Q4: not reported; 2021Q1: 99,676 shares 99,676 $1.67M 0.71% new IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,678 shares; 2019Q4: 5,683 shares; 2020Q1: 4,290 shares; 2020Q2: 4,320 shares; 2020Q3: 4,000 shares; 2020Q4: 3,992 shares; 2021Q1: 3,973 shares 3,973 $1.58M 0.67% -19 Timeline MP MP MATERIALS CORP More: the full row for MP MATERIALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 42,621 shares; 2021Q1: 42,796 shares 42,796 $1.54M 0.66% +175 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 40,271 shares; 2019Q4: 24,821 shares; 2020Q1: 23,126 shares; 2020Q2: 24,266 shares; 2020Q3: 24,186 shares; 2020Q4: 24,186 shares; 2021Q1: 24,186 shares 24,186 $1.47M 0.63% 0 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; 2019Q2: restricted; 2019Q3: 13,626 shares; 2019Q4: 14,934 shares; 2020Q1: 15,487 shares; 2020Q2: 15,697 shares; 2020Q3: 16,749 shares; 2020Q4: 17,079 shares; 2021Q1: 17,249 shares 17,249 $1.47M 0.63% +170 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; 2019Q2: restricted; 2019Q3: 6,673 shares; 2019Q4: 6,874 shares; 2020Q1: 7,450 shares; 2020Q2: 7,783 shares; 2020Q3: 8,263 shares; 2020Q4: 8,608 shares; 2021Q1: 9,128 shares 9,128 $1.44M 0.61% +520 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,922 shares; 2019Q4: 2,980 shares; 2020Q1: 3,457 shares; 2020Q2: 3,802 shares; 2020Q3: 3,974 shares; 2020Q4: 4,292 shares; 2021Q1: 4,295 shares 4,295 $1.42M 0.6% +3 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; 2019Q2: restricted; 2019Q3: 5,362 shares; 2019Q4: 5,449 shares; 2020Q1: 4,945 shares; 2020Q2: 6,046 shares; 2020Q3: 6,761 shares; 2020Q4: 7,874 shares; 2021Q1: 8,349 shares 8,349 $1.4M 0.6% +475 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; 2019Q2: restricted; 2019Q3: 12,400 shares; 2019Q4: 13,461 shares; 2020Q1: 14,289 shares; 2020Q2: 14,619 shares; 2020Q3: 15,328 shares; 2020Q4: 15,618 shares; 2021Q1: 16,869 shares 16,869 $1.33M 0.57% +1,251 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 40,000 shares; 2020Q3: 40,000 shares; 2020Q4: 43,359 shares; 2021Q1: 43,359 shares 43,359 $1.32M 0.56% 0 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,003 shares; 2019Q4: 9,724 shares; 2020Q1: 9,672 shares; 2020Q2: 9,317 shares; 2020Q3: 9,161 shares; 2020Q4: 9,232 shares; 2021Q1: 9,840 shares 9,840 $1.31M 0.56% +608 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,200 shares; 2019Q4: 9,668 shares; 2020Q1: 10,887 shares; 2020Q2: 11,479 shares; 2020Q3: 12,170 shares; 2020Q4: 12,087 shares; 2021Q1: 9,742 shares 9,742 $1.29M 0.55% -2,345 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 16,823 shares; 2019Q4: 17,052 shares; 2020Q1: 14,730 shares; 2020Q2: 16,312 shares; 2020Q3: 15,625 shares; 2020Q4: 16,647 shares; 2021Q1: 17,564 shares 17,564 $1.28M 0.55% +917 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 3,019 shares; 2020Q1: 4,362 shares; 2020Q2: 5,138 shares; 2020Q3: 7,543 shares; 2020Q4: 9,573 shares; 2021Q1: 10,914 shares 10,914 $1.24M 0.53% +1,341 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 11,098 shares; 2019Q4: 11,179 shares; 2020Q1: 11,095 shares; 2020Q2: 8,355 shares; 2020Q3: 8,261 shares; 2020Q4: 8,428 shares; 2021Q1: 8,766 shares 8,766 $1.24M 0.53% +338 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 28,859 shares; 2019Q4: 5,133 shares; 2020Q1: 2,543 shares; 2020Q2: 3,193 shares; 2020Q3: 2,454 shares; 2020Q4: 24,635 shares; 2021Q1: 25,112 shares 25,112 $1.23M 0.52% +477 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; 2019Q2: restricted; 2019Q3: 5,523 shares; 2019Q4: 5,623 shares; 2020Q1: 5,452 shares; 2020Q2: 5,507 shares; 2020Q3: 5,727 shares; 2020Q4: 5,752 shares; 2021Q1: 5,852 shares 5,852 $1.23M 0.52% +100 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; 2019Q2: restricted; 2019Q3: 93 shares; 2019Q4: 93 shares; 2020Q1: 568 shares; 2020Q2: 4,720 shares; 2020Q3: 6,265 shares; 2020Q4: 7,418 shares; 2021Q1: 17,473 shares 17,473 $1.21M 0.52% +10,055 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,562 shares; 2019Q4: 2,562 shares; 2020Q1: 2,452 shares; 2020Q2: 3,098 shares; 2020Q3: 3,165 shares; 2020Q4: 3,205 shares; 2021Q1: 3,433 shares 3,433 $1.21M 0.52% +228 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; 2019Q2: restricted; 2019Q3: 12,736 shares; 2019Q4: 13,083 shares; 2020Q1: 13,693 shares; 2020Q2: 12,760 shares; 2020Q3: 12,815 shares; 2020Q4: 12,686 shares; 2021Q1: 13,120 shares 13,120 $1.2M 0.51% +434 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,461 shares; 2019Q4: 6,461 shares; 2020Q1: 6,292 shares; 2020Q2: 6,218 shares; 2020Q3: 6,044 shares; 2020Q4: 6,564 shares; 2021Q1: 6,283 shares 6,283 $1.2M 0.51% -281 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,155 shares; 2019Q4: 3,266 shares; 2020Q1: 3,253 shares; 2020Q2: 3,109 shares; 2020Q3: 3,245 shares; 2020Q4: 13,198 shares; 2021Q1: 13,578 shares 13,578 $1.19M 0.51% +380 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,180 shares; 2019Q4: 4,084 shares; 2020Q1: 3,885 shares; 2020Q2: 4,036 shares; 2020Q3: 4,015 shares; 2020Q4: 4,006 shares; 2021Q1: 3,939 shares 3,939 $1.16M 0.49% -67 Timeline GINN GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 18,371 shares; 2021Q1: 20,024 shares 20,024 $1.15M 0.49% +1,653 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,324 shares; 2019Q4: 3,263 shares; 2020Q1: 3,007 shares; 2020Q2: 3,103 shares; 2020Q3: 2,948 shares; 2020Q4: 3,164 shares; 2021Q1: 3,062 shares 3,062 $1.14M 0.48% -102 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; 2019Q2: restricted; 2019Q3: 6,227 shares; 2019Q4: 6,223 shares; 2020Q1: 5,483 shares; 2020Q2: 4,419 shares; 2020Q3: 4,408 shares; 2020Q4: 4,886 shares; 2021Q1: 4,763 shares 4,763 $1.14M 0.48% -123 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,955 shares; 2019Q4: 2,107 shares; 2020Q1: 1,848 shares; 2020Q2: 2,113 shares; 2020Q3: 2,108 shares; 2020Q4: 2,195 shares; 2021Q1: 2,408 shares 2,408 $1.12M 0.48% +213 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 11,843 shares; 2019Q4: 8,770 shares; 2020Q1: 8,140 shares; 2020Q2: 7,840 shares; 2020Q3: 7,846 shares; 2020Q4: 8,111 shares; 2021Q1: 8,101 shares 8,101 $1.1M 0.47% -10 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,669 shares; 2019Q4: 3,980 shares; 2020Q1: 3,570 shares; 2020Q2: 4,699 shares; 2020Q3: 4,563 shares; 2020Q4: 4,806 shares; 2021Q1: 4,945 shares 4,945 $1.09M 0.46% +139 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 10,123 shares; 2019Q4: 9,878 shares; 2020Q1: 8,873 shares; 2020Q2: 8,858 shares; 2020Q3: 8,816 shares; 2020Q4: 9,328 shares; 2021Q1: 9,013 shares 9,013 $1.06M 0.45% -315 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 212 shares; 2019Q4: 212 shares; 2020Q1: 209 shares; 2020Q2: 238 shares; 2020Q3: 1,185 shares; 2020Q4: 1,350 shares; 2021Q1: 1,548 shares 1,548 $1.03M 0.44% +198 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,307 shares; 2019Q4: 7,307 shares; 2020Q1: 6,729 shares; 2020Q2: 7,527 shares; 2020Q3: 7,237 shares; 2020Q4: 7,015 shares; 2021Q1: 7,015 shares 7,015 $1.03M 0.44% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,135 shares; 2019Q4: 2,268 shares; 2020Q1: 930 shares; 2020Q2: 31,015 shares; 2020Q3: 7,435 shares; 2020Q4: 24,140 shares; 2021Q1: 40,722 shares 40,722 $992K 0.42% +16,582 Timeline IIPR INNOVATIVE INDL PPTYS INC More: the full row for INNOVATIVE INDL PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 35 shares; 2020Q4: 7,185 shares; 2021Q1: 5,384 shares 5,384 $970K 0.41% -1,801 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 445 shares; 2020Q2: 3,760 shares; 2020Q3: 3,760 shares; 2020Q4: 3,760 shares; 2021Q1: 12,325 shares 12,325 $957K 0.41% +8,565 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 10,881 shares; 2019Q4: 11,133 shares; 2020Q1: 9,951 shares; 2020Q2: 10,682 shares; 2020Q3: 9,843 shares; 2020Q4: 10,014 shares; 2021Q1: 9,885 shares 9,885 $949K 0.4% -129 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 800 shares; 2020Q1: 800 shares; 2020Q2: 1,482 shares; 2020Q3: 1,632 shares; 2020Q4: 17,385 shares; 2021Q1: 17,750 shares 17,750 $947K 0.4% +365 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,671 shares; 2019Q4: 1,696 shares; 2020Q1: 1,364 shares; 2020Q2: 1,322 shares; 2020Q3: 1,322 shares; 2020Q4: 1,310 shares; 2021Q1: 1,260 shares 1,260 $929K 0.4% -50 Timeline PROSHARES TR II PROSHARES TR II More: the full row for PROSHARES TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 24,515 shares 24,515 $929K 0.4% new CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 55 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 17,150 shares; 2021Q1: 17,530 shares 17,530 $894K 0.38% +380 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,935 shares; 2019Q4: 6,074 shares; 2020Q1: 6,141 shares; 2020Q2: 8,128 shares; 2020Q3: 6,614 shares; 2020Q4: 6,712 shares; 2021Q1: 6,523 shares 6,523 $886K 0.38% -189 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,529 shares; 2019Q4: 2,614 shares; 2020Q1: 2,298 shares; 2020Q2: 3,299 shares; 2020Q3: 3,077 shares; 2020Q4: 3,182 shares; 2021Q1: 3,495 shares 3,495 $870K 0.37% +313 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 432 shares; 2019Q4: 490 shares; 2020Q1: 430 shares; 2020Q2: 2,071 shares; 2020Q3: 2,067 shares; 2020Q4: 2,046 shares; 2021Q1: 2,046 shares 2,046 $858K 0.37% 0 Timeline IYH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,950 shares; 2019Q4: 2,953 shares; 2020Q1: 2,927 shares; 2020Q2: 3,003 shares; 2020Q3: 3,303 shares; 2020Q4: 3,344 shares; 2021Q1: 3,329 shares 3,329 $840K 0.36% -15 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 14,031 shares; 2019Q4: 4,792 shares; 2020Q1: 4,620 shares; 2020Q2: 4,716 shares; 2020Q3: 4,705 shares; 2020Q4: 5,050 shares; 2021Q1: 5,080 shares 5,080 $835K 0.36% +30 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; 2019Q2: restricted; 2019Q3: 2,241 shares; 2019Q4: 2,316 shares; 2020Q1: 2,451 shares; 2020Q2: 2,154 shares; 2020Q3: 2,214 shares; 2020Q4: 2,274 shares; 2021Q1: 2,349 shares 2,349 $829K 0.35% +75 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,917 shares; 2019Q4: 4,128 shares; 2020Q1: 3,296 shares; 2020Q2: 2,780 shares; 2020Q3: 2,720 shares; 2020Q4: 11,160 shares; 2021Q1: 10,910 shares 10,910 $824K 0.35% -250 Timeline UWM PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,050 shares; 2019Q4: 8,161 shares; 2020Q1: 8,063 shares; 2020Q2: 7,344 shares; 2020Q3: 7,244 shares; 2020Q4: 7,244 shares; 2021Q1: 7,319 shares 7,319 $818K 0.35% +75 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 158 shares; 2019Q4: 233 shares; 2020Q1: 5,058 shares; 2020Q2: 4,990 shares; 2020Q3: 4,990 shares; 2020Q4: 4,890 shares; 2021Q1: 4,890 shares 4,890 $803K 0.34% 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; 2019Q2: restricted; 2019Q3: 8,000 shares; 2019Q4: 8,000 shares; 2020Q1: 8,000 shares; 2020Q2: 8,000 shares; 2020Q3: 8,000 shares; 2020Q4: 8,000 shares; 2021Q1: 8,000 shares 8,000 $803K 0.34% 0 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,015 shares; 2019Q4: 2,079 shares; 2020Q1: 2,019 shares; 2020Q2: 1,873 shares; 2020Q3: 1,873 shares; 2020Q4: 1,978 shares; 2021Q1: 2,170 shares 2,170 $801K 0.34% +192 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; 2019Q2: restricted; 2019Q3: 5,147 shares; 2019Q4: 5,492 shares; 2020Q1: 4,265 shares; 2020Q2: 3,910 shares; 2020Q3: 3,810 shares; 2020Q4: 4,000 shares; 2021Q1: 4,235 shares 4,235 $801K 0.34% +235 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,598 shares; 2019Q4: 4,457 shares; 2020Q1: 3,531 shares; 2020Q2: 3,531 shares; 2020Q3: 3,194 shares; 2020Q4: 3,194 shares; 2021Q1: 3,040 shares 3,040 $791K 0.34% -154 Timeline INPHI CORP INPHI CORP More: the full row for INPHI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,685 shares; 2020Q4: 4,433 shares; 2021Q1: 4,433 shares 4,433 $791K 0.34% 0 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; 2019Q2: restricted; 2019Q3: 9,732 shares; 2019Q4: 9,733 shares; 2020Q1: 8,300 shares; 2020Q2: 8,435 shares; 2020Q3: 7,760 shares; 2020Q4: 8,175 shares; 2021Q1: 8,025 shares 8,025 $776K 0.33% -150 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; 2019Q2: restricted; 2019Q3: 4,110 shares; 2019Q4: 5,252 shares; 2020Q1: 6,133 shares; 2020Q2: 5,903 shares; 2020Q3: 6,758 shares; 2020Q4: 6,977 shares; 2021Q1: 6,974 shares 6,974 $775K 0.33% -3 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 18,794 shares; 2019Q4: 17,351 shares; 2020Q1: 15,000 shares; 2020Q2: 13,873 shares; 2020Q3: 13,812 shares; 2020Q4: 14,185 shares; 2021Q1: 14,920 shares 14,920 $772K 0.33% +735 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,810 shares; 2019Q4: 4,809 shares; 2020Q1: 4,716 shares; 2020Q2: 3,988 shares; 2020Q3: 3,837 shares; 2020Q4: 3,765 shares; 2021Q1: 3,595 shares 3,595 $762K 0.32% -170 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,053 shares; 2019Q4: 4,048 shares; 2020Q1: 3,648 shares; 2020Q2: 3,576 shares; 2020Q3: 3,567 shares; 2020Q4: 3,566 shares; 2021Q1: 3,558 shares 3,558 $762K 0.32% -8 Timeline GVIP GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,493 shares; 2019Q4: 9,676 shares; 2020Q1: 9,676 shares; 2020Q2: 7,345 shares; 2020Q3: 7,445 shares; 2020Q4: 7,880 shares; 2021Q1: 7,985 shares 7,985 $753K 0.32% +105 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 10,538 shares; 2019Q4: 8,088 shares; 2020Q1: 14,520 shares; 2020Q2: 13,328 shares; 2020Q3: 13,498 shares; 2020Q4: 13,324 shares; 2021Q1: 11,720 shares 11,720 $750K 0.32% -1,604 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 29,089 shares; 2019Q4: 19,844 shares; 2020Q1: 17,850 shares; 2020Q2: 18,365 shares; 2020Q3: 17,988 shares; 2020Q4: 32,651 shares; 2021Q1: 20,668 shares 20,668 $749K 0.32% -11,983 Timeline NOMD NOMAD FOODS LTD More: the full row for NOMAD FOODS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 30,785 shares; 2020Q3: 30,935 shares; 2020Q4: 28,951 shares; 2021Q1: 27,000 shares 27,000 $741K 0.32% -1,951 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 22,712 shares; 2019Q4: 19,827 shares; 2020Q1: 5,068 shares; 2020Q2: 4,349 shares; 2020Q3: 3,949 shares; 2020Q4: 3,869 shares; 2021Q1: 3,989 shares 3,989 $736K 0.31% +120 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; 2019Q2: restricted; 2019Q3: 2,580 shares; 2019Q4: 2,580 shares; 2020Q1: 5,525 shares; 2020Q2: 5,040 shares; 2020Q3: 7,332 shares; 2020Q4: 8,753 shares; 2021Q1: 9,959 shares 9,959 $730K 0.31% +1,206 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,093 shares; 2019Q4: 5,106 shares; 2020Q1: 5,008 shares; 2020Q2: 6,100 shares; 2020Q3: 6,094 shares; 2020Q4: 6,008 shares; 2021Q1: 5,449 shares 5,449 $722K 0.31% -559 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,518 shares; 2019Q4: 3,783 shares; 2020Q1: 3,093 shares; 2020Q2: 3,039 shares; 2020Q3: 3,024 shares; 2020Q4: 2,949 shares; 2021Q1: 3,169 shares 3,169 $710K 0.3% +220 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,078 shares; 2019Q4: 9,639 shares; 2020Q1: 10,199 shares; 2020Q2: 10,251 shares; 2020Q3: 10,274 shares; 2020Q4: 10,165 shares; 2021Q1: 10,165 shares 10,165 $703K 0.3% 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; 2019Q2: restricted; 2019Q3: 19,071 shares; 2019Q4: 9,993 shares; 2020Q1: 8,398 shares; 2020Q2: 10,732 shares; 2020Q3: 12,002 shares; 2020Q4: 12,737 shares; 2021Q1: 13,048 shares 13,048 $688K 0.29% +311 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; 2019Q2: restricted; 2019Q3: 6,157 shares; 2019Q4: 6,157 shares; 2020Q1: 5,127 shares; 2020Q2: 5,317 shares; 2020Q3: 5,022 shares; 2020Q4: 5,727 shares; 2021Q1: 6,642 shares 6,642 $671K 0.29% +915 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; 2019Q2: restricted; 2019Q3: 2,524 shares; 2019Q4: 2,486 shares; 2020Q1: 2,311 shares; 2020Q2: 2,306 shares; 2020Q3: 2,231 shares; 2020Q4: 1,797 shares; 2021Q1: 1,797 shares 1,797 $655K 0.28% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 9,620 shares; 2020Q3: 9,620 shares; 2020Q4: 9,620 shares; 2021Q1: 9,620 shares 9,620 $649K 0.28% 0 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 12,357 shares; 2020Q3: 9,620 shares; 2020Q4: 7,703 shares; 2021Q1: 8,388 shares 8,388 $648K 0.28% +685 Timeline JD JD.COM INC More: the full row for JD.COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,345 shares; 2020Q3: 6,130 shares; 2020Q4: 7,588 shares; 2021Q1: 7,588 shares 7,588 $640K 0.27% 0 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 25 shares; 2020Q4: 1,933 shares; 2021Q1: 1,933 shares 1,933 $630K 0.27% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,127 shares; 2019Q4: 1,127 shares; 2020Q1: 1,042 shares; 2020Q2: 1,112 shares; 2020Q3: 1,417 shares; 2020Q4: 1,817 shares; 2021Q1: 1,967 shares 1,967 $628K 0.27% +150 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 122 shares; 2019Q4: 122 shares; 2020Q1: 1,602 shares; 2020Q2: 12,996 shares; 2020Q3: 13,644 shares; 2020Q4: 14,240 shares; 2021Q1: 8,222 shares 8,222 $628K 0.27% -6,018 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; 2019Q2: restricted; 2019Q3: 2,990 shares; 2019Q4: 3,003 shares; 2020Q1: 3,749 shares; 2020Q2: 4,573 shares; 2020Q3: 4,563 shares; 2020Q4: 4,479 shares; 2021Q1: 4,479 shares 4,479 $618K 0.26% 0 CHWY CHEWY INC More: the full row for CHEWY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 7,736 shares; 2020Q3: 7,736 shares; 2020Q4: 7,736 shares; 2021Q1: 7,286 shares 7,286 $617K 0.26% -450 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,436 shares; 2019Q4: 6,921 shares; 2020Q1: 5,761 shares; 2020Q2: 5,508 shares; 2020Q3: 4,990 shares; 2020Q4: 5,425 shares; 2021Q1: 5,679 shares 5,679 $616K 0.26% +254 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 12,704 shares; 2019Q4: 12,529 shares; 2020Q1: 8,405 shares; 2020Q2: 6,255 shares; 2020Q3: 5,338 shares; 2020Q4: 5,338 shares; 2021Q1: 5,109 shares 5,109 $612K 0.26% -229 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,643 shares; 2019Q4: 5,520 shares; 2020Q1: 5,027 shares; 2020Q2: 4,958 shares; 2020Q3: 4,953 shares; 2020Q4: 5,173 shares; 2021Q1: 6,083 shares 6,083 $596K 0.25% +910 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; 2019Q2: restricted; 2019Q3: 4,395 shares; 2019Q4: 5,971 shares; 2020Q1: 9,825 shares; 2020Q2: 12,799 shares; 2020Q3: 13,874 shares; 2020Q4: 14,592 shares; 2021Q1: 15,767 shares 15,767 $595K 0.25% +1,175 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 437 shares; 2019Q4: 437 shares; 2020Q1: 659 shares; 2020Q2: 844 shares; 2020Q3: 1,156 shares; 2020Q4: 1,156 shares; 2021Q1: 1,247 shares 1,247 $594K 0.25% +91 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 8,210 shares; 2020Q4: 8,210 shares; 2021Q1: 8,210 shares 8,210 $577K 0.25% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 34,480 shares; 2019Q4: 35,237 shares; 2020Q1: 19,940 shares; 2020Q2: 3,377 shares; 2020Q3: 3,627 shares; 2020Q4: 5,565 shares; 2021Q1: 6,248 shares 6,248 $574K 0.24% +683 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,909 shares; 2019Q4: 2,763 shares; 2020Q1: 2,813 shares; 2020Q2: 3,598 shares; 2020Q3: 3,666 shares; 2020Q4: 4,264 shares; 2021Q1: 4,244 shares 4,244 $565K 0.24% -20 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 23,217 shares; 2019Q4: 13,297 shares; 2020Q1: 9,893 shares; 2020Q2: 7,885 shares; 2020Q3: 7,875 shares; 2020Q4: 7,875 shares; 2021Q1: 7,272 shares 7,272 $560K 0.24% -603 Timeline UPRO PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,960 shares; 2019Q4: 6,960 shares; 2020Q1: 6,530 shares; 2020Q2: 6,530 shares; 2020Q3: 6,230 shares; 2020Q4: 6,230 shares; 2021Q1: 6,170 shares 6,170 $557K 0.24% -60 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,398 shares; 2019Q4: 3,608 shares; 2020Q1: 2,964 shares; 2020Q2: 2,481 shares; 2020Q3: 2,369 shares; 2020Q4: 2,674 shares; 2021Q1: 3,164 shares 3,164 $537K 0.23% +490 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,891 shares; 2019Q4: 3,358 shares; 2020Q1: 2,790 shares; 2020Q2: 2,628 shares; 2020Q3: 2,784 shares; 2020Q4: 2,554 shares; 2021Q1: 2,704 shares 2,704 $536K 0.23% +150 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,456 shares; 2019Q4: 4,786 shares; 2020Q1: 3,812 shares; 2020Q2: 4,618 shares; 2020Q3: 4,928 shares; 2020Q4: 5,188 shares; 2021Q1: 5,933 shares 5,933 $535K 0.23% +745 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,435 shares; 2019Q4: 3,061 shares; 2020Q1: 1,936 shares; 2020Q2: 2,210 shares; 2020Q3: 2,197 shares; 2020Q4: 2,187 shares; 2021Q1: 2,187 shares 2,187 $531K 0.23% 0 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,160 shares; 2019Q4: 11,710 shares; 2020Q1: 12,520 shares; 2020Q2: 14,530 shares; 2020Q3: 13,945 shares; 2020Q4: 14,525 shares; 2021Q1: 13,855 shares 13,855 $526K 0.22% -670 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,165 shares; 2019Q4: 7,965 shares; 2020Q1: 6,021 shares; 2020Q2: 6,130 shares; 2020Q3: 6,130 shares; 2020Q4: 6,075 shares; 2021Q1: 6,985 shares 6,985 $521K 0.22% +910 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,908 shares; 2019Q4: 2,793 shares; 2020Q1: 2,635 shares; 2020Q2: 2,943 shares; 2020Q3: 2,802 shares; 2020Q4: 2,532 shares; 2021Q1: 2,355 shares 2,355 $520K 0.22% -177 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,109 shares; 2019Q4: 4,009 shares; 2020Q1: 3,304 shares; 2020Q2: 3,293 shares; 2020Q3: 3,114 shares; 2020Q4: 3,284 shares; 2021Q1: 3,319 shares 3,319 $514K 0.22% +35 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,747 shares; 2019Q4: 3,917 shares; 2020Q1: 3,854 shares; 2020Q2: 4,578 shares; 2020Q3: 4,580 shares; 2020Q4: 4,581 shares; 2021Q1: 4,599 shares 4,599 $503K 0.21% +18 Timeline ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 37,753 shares 37,753 $498K 0.21% new 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 420 shares; 2020Q1: 620 shares; 2020Q2: 620 shares; 2020Q3: 5,565 shares; 2020Q4: 6,925 shares; 2021Q1: 7,351 shares 7,351 $498K 0.21% +426 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,554 shares; 2019Q4: 3,546 shares; 2020Q1: 2,776 shares; 2020Q2: 2,321 shares; 2020Q3: 2,250 shares; 2020Q4: 2,370 shares; 2021Q1: 2,560 shares 2,560 $493K 0.21% +190 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,653 shares; 2019Q4: 5,413 shares; 2020Q1: 2,881 shares; 2020Q2: 3,986 shares; 2020Q3: 4,102 shares; 2020Q4: 7,421 shares; 2021Q1: 8,637 shares 8,637 $482K 0.21% +1,216 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; 2019Q2: restricted; 2019Q3: 150 shares; 2019Q4: 2,010 shares; 2020Q1: 4,238 shares; 2020Q2: 5,116 shares; 2020Q3: 7,460 shares; 2020Q4: 7,811 shares; 2021Q1: 8,216 shares 8,216 $474K 0.2% +405 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,671 shares; 2019Q4: 3,672 shares; 2020Q1: 2,944 shares; 2020Q2: 3,688 shares; 2020Q3: 4,458 shares; 2020Q4: 4,125 shares; 2021Q1: 4,036 shares 4,036 $471K 0.2% -89 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,066 shares; 2019Q4: 2,066 shares; 2020Q1: 1,893 shares; 2020Q2: 2,110 shares; 2020Q3: 2,180 shares; 2020Q4: 2,180 shares; 2021Q1: 2,280 shares 2,280 $471K 0.2% +100 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; 2019Q2: restricted; 2019Q3: 2,690 shares; 2019Q4: 3,020 shares; 2020Q1: 4,830 shares; 2020Q2: 6,245 shares; 2020Q3: 6,245 shares; 2020Q4: 6,750 shares; 2021Q1: 6,805 shares 6,805 $471K 0.2% +55 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; 2019Q2: restricted; 2019Q3: 4,077 shares; 2019Q4: 3,907 shares; 2020Q1: 2,974 shares; 2020Q2: 3,308 shares; 2020Q3: 3,383 shares; 2020Q4: 3,462 shares; 2021Q1: 3,462 shares 3,462 $468K 0.2% 0 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 30 shares; 2019Q4: 47 shares; 2020Q1: 28 shares; 2020Q2: 17 shares; 2020Q3: 28 shares; 2020Q4: 3,704 shares; 2021Q1: 3,704 shares 3,704 $465K 0.2% 0 Timeline FITE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,720 shares; 2019Q4: 4,750 shares; 2020Q1: 6,775 shares; 2020Q2: 7,415 shares; 2020Q3: 9,135 shares; 2020Q4: 9,405 shares; 2021Q1: 9,615 shares 9,615 $463K 0.2% +210 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,697 shares; 2019Q4: 5,231 shares; 2020Q1: 4,126 shares; 2020Q2: 3,732 shares; 2020Q3: 3,742 shares; 2020Q4: 3,608 shares; 2021Q1: 4,233 shares 4,233 $458K 0.2% +625 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; 2019Q2: restricted; 2019Q3: 3,903 shares; 2019Q4: 4,078 shares; 2020Q1: 3,948 shares; 2020Q2: 3,089 shares; 2020Q3: 3,419 shares; 2020Q4: 3,459 shares; 2021Q1: 3,499 shares 3,499 $452K 0.19% +40 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; 2019Q2: restricted; 2019Q3: 11,873 shares; 2019Q4: 11,923 shares; 2020Q1: 11,996 shares; 2020Q2: 12,058 shares; 2020Q3: 12,113 shares; 2020Q4: 11,561 shares; 2021Q1: 11,616 shares 11,616 $440K 0.19% +55 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; 2019Q2: restricted; 2019Q3: 226 shares; 2019Q4: 207 shares; 2020Q1: 117 shares; 2020Q2: 117 shares; 2020Q3: 117 shares; 2020Q4: 117 shares; 2021Q1: 187 shares 187 $436K 0.19% +70 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 7,176 shares; 2019Q4: 7,227 shares; 2020Q1: 5,538 shares; 2020Q2: 5,553 shares; 2020Q3: 5,788 shares; 2020Q4: 6,123 shares; 2021Q1: 7,488 shares 7,488 $436K 0.19% +1,365 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; 2019Q2: restricted; 2019Q3: 14,757 shares; 2019Q4: 15,547 shares; 2020Q1: 12,016 shares; 2020Q2: 10,744 shares; 2020Q3: 10,719 shares; 2020Q4: 11,349 shares; 2021Q1: 12,914 shares 12,914 $434K 0.18% +1,565 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; 2019Q2: restricted; 2019Q3: 24,145 shares; 2019Q4: 24,145 shares; 2020Q1: 24,145 shares; 2020Q2: 24,145 shares; 2020Q3: 24,145 shares; 2020Q4: 24,145 shares; 2021Q1: 24,145 shares 24,145 $430K 0.18% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,718 shares; 2019Q4: 4,362 shares; 2020Q1: 2,968 shares; 2020Q2: 5,235 shares; 2020Q3: 5,260 shares; 2020Q4: 5,560 shares; 2021Q1: 5,695 shares 5,695 $428K 0.18% +135 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 17,627 shares; 2019Q4: 18,521 shares; 2020Q1: 12,300 shares; 2020Q2: 13,639 shares; 2020Q3: 13,766 shares; 2020Q4: 12,739 shares; 2021Q1: 13,999 shares 13,999 $424K 0.18% +1,260 Timeline REMX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 22,420 shares; 2020Q3: 23,270 shares; 2020Q4: 5,554 shares; 2021Q1: 5,585 shares 5,585 $419K 0.18% +31 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; 2019Q2: restricted; 2019Q3: 1,625 shares; 2019Q4: 3,542 shares; 2020Q1: 3,744 shares; 2020Q2: 4,667 shares; 2020Q3: 6,329 shares; 2020Q4: 6,651 shares; 2021Q1: 6,652 shares 6,652 $414K 0.18% +1 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; 2019Q2: restricted; 2019Q3: 3,265 shares; 2019Q4: 3,265 shares; 2020Q1: 2,763 shares; 2020Q2: 2,350 shares; 2020Q3: 2,350 shares; 2020Q4: 2,530 shares; 2021Q1: 2,990 shares 2,990 $402K 0.17% +460 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 826 shares; 2019Q4: 827 shares; 2020Q1: 697 shares; 2020Q2: 1,161 shares; 2020Q3: 1,157 shares; 2020Q4: 1,130 shares; 2021Q1: 1,051 shares 1,051 $393K 0.17% -79 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 225 shares; 2020Q3: 225 shares; 2020Q4: 1,765 shares; 2021Q1: 1,731 shares 1,731 $386K 0.16% -34 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; 2019Q2: restricted; 2019Q3: 356 shares; 2019Q4: 423 shares; 2020Q1: 650 shares; 2020Q2: 741 shares; 2020Q3: 666 shares; 2020Q4: 1,099 shares; 2021Q1: 1,169 shares 1,169 $382K 0.16% +70 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,772 shares; 2019Q4: 1,738 shares; 2020Q1: 1,715 shares; 2020Q2: 1,201 shares; 2020Q3: 1,193 shares; 2020Q4: 1,171 shares; 2021Q1: 1,359 shares 1,359 $381K 0.16% +188 RXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,005 shares; 2019Q4: 1,005 shares; 2020Q1: 1,005 shares; 2020Q2: 880 shares; 2020Q3: 1,512 shares; 2020Q4: 1,687 shares; 2021Q1: 2,312 shares 2,312 $377K 0.16% +625 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; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 2,618 shares; 2020Q1: 1,866 shares; 2020Q2: 2,581 shares; 2020Q3: 2,681 shares; 2020Q4: 2,886 shares; 2021Q1: 3,254 shares 3,254 $376K 0.16% +368 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; 2019Q2: restricted; 2019Q3: 11,553 shares; 2019Q4: 12,075 shares; 2020Q1: 12,098 shares; 2020Q2: 9,127 shares; 2020Q3: 9,301 shares; 2020Q4: 9,320 shares; 2021Q1: 10,841 shares 10,841 $375K 0.16% +1,521 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; 2019Q2: restricted; 2019Q3: 3,003 shares; 2019Q4: 3,003 shares; 2020Q1: 1,562 shares; 2020Q2: 1,562 shares; 2020Q3: 1,482 shares; 2020Q4: 1,667 shares; 2021Q1: 1,667 shares 1,667 $369K 0.16% 0 Timeline IHAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 4,000 shares; 2020Q4: 9,500 shares; 2021Q1: 9,500 shares 9,500 $363K 0.15% 0 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; 2019Q2: restricted; 2019Q3: 1,801 shares; 2019Q4: 1,901 shares; 2020Q1: 1,202 shares; 2020Q2: 1,207 shares; 2020Q3: 1,207 shares; 2020Q4: 1,207 shares; 2021Q1: 1,277 shares 1,277 $359K 0.15% +70 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,038 shares; 2019Q4: 4,038 shares; 2020Q1: 3,948 shares; 2020Q2: 3,948 shares; 2020Q3: 3,948 shares; 2020Q4: 3,948 shares; 2021Q1: 3,898 shares 3,898 $357K 0.15% -50 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; 2019Q2: restricted; 2019Q3: 3,321 shares; 2019Q4: 3,322 shares; 2020Q1: 3,060 shares; 2020Q2: 3,027 shares; 2020Q3: 3,028 shares; 2020Q4: 3,449 shares; 2021Q1: 3,627 shares 3,627 $357K 0.15% +178 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 601 shares; 2021Q1: 597 shares 597 $356K 0.15% -4 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; 2019Q2: restricted; 2019Q3: 2,343 shares; 2019Q4: 2,343 shares; 2020Q1: 1,138 shares; 2020Q2: 2,090 shares; 2020Q3: 2,300 shares; 2020Q4: 2,300 shares; 2021Q1: 4,625 shares 4,625 $355K 0.15% +2,325 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; 2019Q2: restricted; 2019Q3: 1,704 shares; 2019Q4: 1,704 shares; 2020Q1: 1,374 shares; 2020Q2: 947 shares; 2020Q3: 1,747 shares; 2020Q4: 1,733 shares; 2021Q1: 1,733 shares 1,733 $351K 0.15% 0 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,279 shares; 2019Q4: 969 shares; 2020Q1: 479 shares; 2020Q2: 1,479 shares; 2020Q3: 882 shares; 2020Q4: 1,197 shares; 2021Q1: 1,197 shares 1,197 $341K 0.15% 0 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 7,004 shares; 2020Q3: 7,007 shares; 2020Q4: 7,010 shares; 2021Q1: 6,612 shares 6,612 $336K 0.14% -398 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,662 shares; 2019Q4: 1,662 shares; 2020Q1: 1,679 shares; 2020Q2: 1,573 shares; 2020Q3: 1,567 shares; 2020Q4: 1,482 shares; 2021Q1: 1,482 shares 1,482 $334K 0.14% 0 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 372 shares; 2020Q3: 25 shares; 2020Q4: 25 shares; 2021Q1: 300 shares 300 $332K 0.14% +275 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,306 shares; 2019Q4: 6,870 shares; 2020Q1: 2,896 shares; 2020Q2: 2,842 shares; 2020Q3: 2,567 shares; 2020Q4: 2,775 shares; 2021Q1: 3,111 shares 3,111 $326K 0.14% +336 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 963 shares; 2019Q4: 1,263 shares; 2020Q1: 1,012 shares; 2020Q2: 848 shares; 2020Q3: 843 shares; 2020Q4: 910 shares; 2021Q1: 1,120 shares 1,120 $326K 0.14% +210 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,679 shares; 2019Q4: 8,794 shares; 2020Q1: 7,594 shares; 2020Q2: 6,356 shares; 2020Q3: 6,356 shares; 2020Q4: 6,356 shares; 2021Q1: 7,311 shares 7,311 $319K 0.14% +955 Timeline BKLC BNY MELLON ETF TRUST More: the full row for BNY MELLON ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 1,430 shares; 2020Q4: 3,395 shares; 2021Q1: 4,225 shares 4,225 $316K 0.13% +830 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 14,395 shares; 2019Q4: 14,395 shares; 2020Q1: 9,245 shares; 2020Q2: 9,245 shares; 2020Q3: 8,035 shares; 2020Q4: 8,340 shares; 2021Q1: 8,340 shares 8,340 $314K 0.13% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,545 shares; 2019Q4: 3,801 shares; 2020Q1: 5,480 shares; 2020Q2: 7,472 shares; 2020Q3: 7,374 shares; 2020Q4: 5,375 shares; 2021Q1: 5,376 shares 5,376 $313K 0.13% +1 Timeline BROOKFIELD INFRASTRUCT FCLA… BROOKFIELD INFRASTRUCT FCLASS … More: the full row for BROOKFIELD INFRASTRUCT FCLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 3,301 shares; 2020Q3: 3,881 shares; 2020Q4: 4,051 shares; 2021Q1: 4,016 shares 4,016 $307K 0.13% -35 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; 2019Q2: restricted; 2019Q3: 8,034 shares; 2019Q4: 8,247 shares; 2020Q1: 9,715 shares; 2020Q2: 6,677 shares; 2020Q3: 7,435 shares; 2020Q4: 7,446 shares; 2021Q1: 7,771 shares 7,771 $306K 0.13% +325 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; 2019Q2: restricted; 2019Q3: 560 shares; 2019Q4: 616 shares; 2020Q1: 447 shares; 2020Q2: 421 shares; 2020Q3: 400 shares; 2020Q4: 400 shares; 2021Q1: 400 shares 400 $302K 0.13% 0 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; 2019Q2: restricted; 2019Q3: 1,214 shares; 2019Q4: 1,239 shares; 2020Q1: 1,023 shares; 2020Q2: 1,403 shares; 2020Q3: 1,203 shares; 2020Q4: 1,203 shares; 2021Q1: 1,113 shares 1,113 $299K 0.13% -90 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,032 shares; 2019Q4: 1,297 shares; 2020Q1: 1,297 shares; 2020Q2: 1,204 shares; 2020Q3: 1,204 shares; 2020Q4: 1,394 shares; 2021Q1: 2,094 shares 2,094 $290K 0.12% +700 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 314 shares; 2020Q2: 2,411 shares; 2020Q3: 3,146 shares; 2020Q4: 3,426 shares; 2021Q1: 3,691 shares 3,691 $290K 0.12% +265 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,126 shares; 2019Q4: 4,463 shares; 2020Q1: 4,470 shares; 2020Q2: 4,309 shares; 2020Q3: 4,416 shares; 2020Q4: 4,426 shares; 2021Q1: 5,033 shares 5,033 $288K 0.12% +607 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,626 shares; 2019Q4: 1,587 shares; 2020Q1: 1,587 shares; 2020Q2: 1,589 shares; 2020Q3: 1,589 shares; 2020Q4: 1,590 shares; 2021Q1: 1,580 shares 1,580 $284K 0.12% -10 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; 2019Q2: restricted; 2019Q3: 2,842 shares; 2019Q4: 2,827 shares; 2020Q1: 3,222 shares; 2020Q2: 3,197 shares; 2020Q3: 3,187 shares; 2020Q4: 3,187 shares; 2021Q1: 3,796 shares 3,796 $277K 0.12% +609 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,049 shares; 2019Q4: 3,062 shares; 2020Q1: 2,791 shares; 2020Q2: 2,595 shares; 2020Q3: 2,611 shares; 2020Q4: 2,582 shares; 2021Q1: 3,107 shares 3,107 $276K 0.12% +525 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; 2019Q2: restricted; 2019Q3: 775 shares; 2019Q4: 804 shares; 2020Q1: 838 shares; 2020Q2: 1,168 shares; 2020Q3: 1,112 shares; 2020Q4: 1,252 shares; 2021Q1: 1,517 shares 1,517 $275K 0.12% +265 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 147 shares; 2019Q4: 147 shares; 2020Q1: 58 shares; 2020Q2: 336 shares; 2020Q3: 441 shares; 2020Q4: 751 shares; 2021Q1: 1,046 shares 1,046 $271K 0.12% +295 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 450 shares; 2020Q2: 1,005 shares; 2020Q3: 1,130 shares; 2020Q4: 1,770 shares; 2021Q1: 2,345 shares 2,345 $267K 0.11% +575 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; 2019Q2: restricted; 2019Q3: 1,936 shares; 2019Q4: 1,936 shares; 2020Q1: 1,595 shares; 2020Q2: 1,144 shares; 2020Q3: 1,144 shares; 2020Q4: 1,284 shares; 2021Q1: 1,404 shares 1,404 $265K 0.11% +120 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; 2019Q2: restricted; 2019Q3: 202 shares; 2019Q4: 189 shares; 2020Q1: 1,126 shares; 2020Q2: 1,293 shares; 2020Q3: 1,293 shares; 2020Q4: 1,293 shares; 2021Q1: 1,408 shares 1,408 $265K 0.11% +115 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,168 shares; 2020Q3: 1,168 shares; 2020Q4: 1,168 shares; 2021Q1: 1,153 shares 1,153 $265K 0.11% -15 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 608 shares; 2019Q4: 473 shares; 2020Q1: 530 shares; 2020Q2: 776 shares; 2020Q3: 776 shares; 2020Q4: 1,006 shares; 2021Q1: 1,346 shares 1,346 $260K 0.11% +340 Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 4,655 shares; 2020Q3: 6,440 shares; 2020Q4: 6,990 shares; 2021Q1: 6,990 shares 6,990 $257K 0.11% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,316 shares; 2019Q4: 2,491 shares; 2020Q1: 3,124 shares; 2020Q2: 3,015 shares; 2020Q3: 2,996 shares; 2020Q4: 2,994 shares; 2021Q1: 4,054 shares 4,054 $256K 0.11% +1,060 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,663 shares; 2019Q4: 3,540 shares; 2020Q1: 1,140 shares; 2020Q2: 1,058 shares; 2020Q3: 1,005 shares; 2020Q4: 1,004 shares; 2021Q1: 1,004 shares 1,004 $255K 0.11% 0 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; 2019Q2: restricted; 2019Q3: 3,544 shares; 2019Q4: 2,847 shares; 2020Q1: 1,491 shares; 2020Q2: 1,131 shares; 2020Q3: 882 shares; 2020Q4: 783 shares; 2021Q1: 1,116 shares 1,116 $255K 0.11% +333 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 482 shares; 2019Q4: 482 shares; 2020Q1: 732 shares; 2020Q2: 1,232 shares; 2020Q3: 1,232 shares; 2020Q4: 3,263 shares; 2021Q1: 3,239 shares 3,239 $255K 0.11% -24 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; 2019Q2: restricted; 2019Q3: 8,899 shares; 2019Q4: 6,918 shares; 2020Q1: 4,805 shares; 2020Q2: 3,915 shares; 2020Q3: 3,837 shares; 2020Q4: 3,851 shares; 2021Q1: 3,866 shares 3,866 $253K 0.11% +15 Timeline FEDERAL REALTY INVESTMENT T… FEDERAL REALTY INVESTMENT TRUS More: the full row for FEDERAL REALTY INVESTMENT TRUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 365 shares; 2019Q4: 405 shares; 2020Q1: not reported; 2020Q2: 1,810 shares; 2020Q3: 1,810 shares; 2020Q4: 1,810 shares; 2021Q1: 2,375 shares 2,375 $241K 0.1% +565 ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,070 shares; 2021Q1: 1,270 shares 1,270 $239K 0.1% +200 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 61 shares; 2019Q4: 64 shares; 2020Q1: 61 shares; 2020Q2: 450 shares; 2020Q3: 510 shares; 2020Q4: 590 shares; 2021Q1: 665 shares 665 $239K 0.1% +75 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,846 shares; 2019Q4: 1,895 shares; 2020Q1: 364 shares; 2020Q2: 1,488 shares; 2020Q3: 1,488 shares; 2020Q4: 1,499 shares; 2021Q1: 2,449 shares 2,449 $237K 0.1% +950 Timeline Apollo Global Management Inc Apollo Global Management Inc More: the full row for Apollo Global Management Inc Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,220 shares; 2020Q3: 2,730 shares; 2020Q4: 4,035 shares; 2021Q1: 5,015 shares 5,015 $236K 0.1% +980 WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 806 shares; 2019Q4: 804 shares; 2020Q1: 811 shares; 2020Q2: 916 shares; 2020Q3: 911 shares; 2020Q4: 911 shares; 2021Q1: 903 shares 903 $235K 0.1% -8 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,680 shares; 2019Q4: 2,464 shares; 2020Q1: 1,767 shares; 2020Q2: 3,580 shares; 2020Q3: 3,560 shares; 2020Q4: 3,560 shares; 2021Q1: 4,550 shares 4,550 $232K 0.1% +990 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; 2019Q2: restricted; 2019Q3: 2,600 shares; 2019Q4: 800 shares; 2020Q1: 800 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 800 shares; 2021Q1: 800 shares 800 $232K 0.1% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,230 shares; 2019Q4: 2,230 shares; 2020Q1: 1,770 shares; 2020Q2: 1,818 shares; 2020Q3: 1,818 shares; 2020Q4: 1,818 shares; 2021Q1: 2,003 shares 2,003 $230K 0.1% +185 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; 2019Q2: restricted; 2019Q3: 13,700 shares; 2019Q4: 13,700 shares; 2020Q1: 13,700 shares; 2020Q2: 13,700 shares; 2020Q3: 9,260 shares; 2020Q4: 9,260 shares; 2021Q1: 9,260 shares 9,260 $228K 0.1% 0 Timeline DIREXION SHS ETF TR DIREXION SHS ETF TR More: the full row for DIREXION SHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,980 shares; 2021Q1: 5,555 shares 5,555 $228K 0.1% +2,575 NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 533 shares; 2020Q1: 572 shares; 2020Q2: 393 shares; 2020Q3: 386 shares; 2020Q4: 385 shares; 2021Q1: 421 shares 421 $225K 0.1% +36 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 1,080 shares; 2020Q1: 3,465 shares; 2020Q2: 4,475 shares; 2020Q3: 4,775 shares; 2020Q4: 5,475 shares; 2021Q1: 5,475 shares 5,475 $224K 0.1% 0 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; 2019Q2: restricted; 2019Q3: 84 shares; 2019Q4: 19,374 shares; 2020Q1: 4,584 shares; 2020Q2: 3,000 shares; 2020Q3: 2,023 shares; 2020Q4: 2,236 shares; 2021Q1: 2,491 shares 2,491 $222K 0.09% +255 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; 2019Q2: restricted; 2019Q3: 1,044 shares; 2019Q4: 1,044 shares; 2020Q1: 1,493 shares; 2020Q2: 1,463 shares; 2020Q3: 1,453 shares; 2020Q4: 1,453 shares; 2021Q1: 1,440 shares 1,440 $220K 0.09% -13 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; 2019Q2: restricted; 2019Q3: 25,469 shares; 2019Q4: 14,437 shares; 2020Q1: 14,858 shares; 2020Q2: 15,052 shares; 2020Q3: 15,102 shares; 2020Q4: 1,378 shares; 2021Q1: 1,368 shares 1,368 $219K 0.09% -10 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; 2019Q2: restricted; 2019Q3: 591 shares; 2019Q4: 566 shares; 2020Q1: 160 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 50 shares; 2021Q1: 1,275 shares 1,275 $219K 0.09% +1,225 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; 2019Q2: restricted; 2019Q3: 625 shares; 2019Q4: 325 shares; 2020Q1: 295 shares; 2020Q2: 1,050 shares; 2020Q3: 1,210 shares; 2020Q4: 12,127 shares; 2021Q1: 2,575 shares 2,575 $218K 0.09% -9,552 Timeline HAIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 2,345 shares; 2020Q4: 2,945 shares; 2021Q1: 3,540 shares 3,540 $216K 0.09% +595 Timeline XRT SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,644 shares; 2021Q1: 2,394 shares 2,394 $214K 0.09% +750 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,931 shares; 2019Q4: 10,064 shares; 2020Q1: 2,926 shares; 2020Q2: 5,935 shares; 2020Q3: 5,338 shares; 2020Q4: 5,299 shares; 2021Q1: 6,549 shares 6,549 $208K 0.09% +1,250 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; 2019Q2: restricted; 2019Q3: 1,367 shares; 2019Q4: 2,617 shares; 2020Q1: 2,573 shares; 2020Q2: 2,459 shares; 2020Q3: 2,265 shares; 2020Q4: 2,265 shares; 2021Q1: 2,265 shares 2,265 $207K 0.09% 0 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 501 shares; 2020Q2: 4,003 shares; 2020Q3: 4,004 shares; 2020Q4: 4,006 shares; 2021Q1: 4,007 shares 4,007 $205K 0.09% +1 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 880 shares; 2020Q2: 31,132 shares; 2020Q3: 31,132 shares; 2020Q4: 10,560 shares; 2021Q1: 10,560 shares 10,560 $205K 0.09% 0 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,618 shares; 2019Q4: 1,618 shares; 2020Q1: 1,618 shares; 2020Q2: 1,490 shares; 2020Q3: 1,360 shares; 2020Q4: 2,720 shares; 2021Q1: 2,720 shares 2,720 $204K 0.09% 0 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 4,575 shares; 2020Q2: 7,323 shares; 2020Q3: 7,273 shares; 2020Q4: 7,273 shares; 2021Q1: 7,228 shares 7,228 $204K 0.09% -45 Timeline CYRUSONE INC CYRUSONE INC More: the full row for CYRUSONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,530 shares; 2020Q1: 2,960 shares; 2020Q2: 2,989 shares; 2020Q3: 2,974 shares; 2020Q4: 2,974 shares; 2021Q1: 2,979 shares 2,979 $202K 0.09% +5 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; 2019Q2: restricted; 2019Q3: 2,255 shares; 2019Q4: 2,256 shares; 2020Q1: 2,694 shares; 2020Q2: 3,134 shares; 2020Q3: 3,119 shares; 2020Q4: 3,119 shares; 2021Q1: 3,089 shares 3,089 $201K 0.09% -30 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,363 shares; 2019Q4: 1,362 shares; 2020Q1: 1,110 shares; 2020Q2: 958 shares; 2020Q3: 949 shares; 2020Q4: 1,068 shares; 2021Q1: 1,068 shares 1,068 $200K 0.09% 0 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,006 shares; 2019Q4: 1,126 shares; 2020Q1: 1,083 shares; 2020Q2: 663 shares; 2020Q3: 663 shares; 2020Q4: 663 shares; 2021Q1: 663 shares 663 $198K 0.08% 0 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,632 shares; 2019Q4: 2,632 shares; 2020Q1: 2,573 shares; 2020Q2: 2,528 shares; 2020Q3: 2,528 shares; 2020Q4: 2,528 shares; 2021Q1: 2,025 shares 2,025 $197K 0.08% -503 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,519 shares; 2019Q4: 1,519 shares; 2020Q1: 1,126 shares; 2020Q2: 1,944 shares; 2020Q3: 1,944 shares; 2020Q4: 2,209 shares; 2021Q1: 2,454 shares 2,454 $196K 0.08% +245 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; 2019Q2: restricted; 2019Q3: 609 shares; 2019Q4: 609 shares; 2020Q1: 600 shares; 2020Q2: 600 shares; 2020Q3: 600 shares; 2020Q4: 600 shares; 2021Q1: 600 shares 600 $193K 0.08% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 905 shares; 2019Q4: 1,040 shares; 2020Q1: 1,195 shares; 2020Q2: 1,004 shares; 2020Q3: 1,004 shares; 2020Q4: 1,622 shares; 2021Q1: 1,622 shares 1,622 $192K 0.08% 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; 2019Q2: restricted; 2019Q3: 539 shares; 2019Q4: 528 shares; 2020Q1: 1,255 shares; 2020Q2: 3,472 shares; 2020Q3: 3,476 shares; 2020Q4: 3,384 shares; 2021Q1: 2,929 shares 2,929 $190K 0.08% -455 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 564 shares; 2019Q4: 564 shares; 2020Q1: 464 shares; 2020Q2: 374 shares; 2020Q3: 64 shares; 2020Q4: 64 shares; 2021Q1: 1,482 shares 1,482 $188K 0.08% +1,418 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,662 shares; 2019Q4: 4,737 shares; 2020Q1: 3,753 shares; 2020Q2: 3,618 shares; 2020Q3: 3,618 shares; 2020Q4: 3,618 shares; 2021Q1: 4,668 shares 4,668 $181K 0.08% +1,050 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; 2019Q2: restricted; 2019Q3: 823 shares; 2019Q4: 821 shares; 2020Q1: 921 shares; 2020Q2: 890 shares; 2020Q3: 885 shares; 2020Q4: 885 shares; 2021Q1: 888 shares 888 $181K 0.08% +3 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 6,087 shares; 2019Q4: 1,287 shares; 2020Q1: 1,211 shares; 2020Q2: 1,203 shares; 2020Q3: 1,203 shares; 2020Q4: 1,203 shares; 2021Q1: 1,203 shares 1,203 $181K 0.08% 0 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; 2019Q2: restricted; 2019Q3: 1,711 shares; 2019Q4: 1,711 shares; 2020Q1: 3,515 shares; 2020Q2: 3,465 shares; 2020Q3: 3,465 shares; 2020Q4: 3,465 shares; 2021Q1: 3,465 shares 3,465 $179K 0.08% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,112 shares; 2019Q4: 4,112 shares; 2020Q1: 4,112 shares; 2020Q2: 4,552 shares; 2020Q3: 4,552 shares; 2020Q4: 4,552 shares; 2021Q1: 4,514 shares 4,514 $178K 0.08% -38 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,973 shares; 2019Q4: 5,453 shares; 2020Q1: 1,662 shares; 2020Q2: 1,662 shares; 2020Q3: 1,312 shares; 2020Q4: 1,837 shares; 2021Q1: 3,487 shares 3,487 $178K 0.08% +1,650 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; 2019Q2: restricted; 2019Q3: 199 shares; 2019Q4: 199 shares; 2020Q1: 184 shares; 2020Q2: 833 shares; 2020Q3: 833 shares; 2020Q4: 833 shares; 2021Q1: 943 shares 943 $177K 0.08% +110 Timeline IPO RENAISSANCE CAP GREENWICH FD More: the full row for RENAISSANCE CAP GREENWICH FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 140 shares; 2020Q3: 1,085 shares; 2020Q4: 2,150 shares; 2021Q1: 2,850 shares 2,850 $177K 0.08% +700 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; 2019Q2: restricted; 2019Q3: 5,705 shares; 2019Q4: 5,980 shares; 2020Q1: 1,065 shares; 2020Q2: 1,065 shares; 2020Q3: 815 shares; 2020Q4: 815 shares; 2021Q1: 965 shares 965 $173K 0.07% +150 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 114 shares; 2019Q4: 114 shares; 2020Q1: 99 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,817 shares 1,817 $173K 0.07% new INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 271 shares; 2019Q4: 1,171 shares; 2020Q1: 991 shares; 2020Q2: 550 shares; 2020Q3: 450 shares; 2020Q4: 450 shares; 2021Q1: 450 shares 450 $172K 0.07% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,504 shares; 2019Q4: 1,254 shares; 2020Q1: 833 shares; 2020Q2: 592 shares; 2020Q3: 428 shares; 2020Q4: 428 shares; 2021Q1: 4,373 shares 4,373 $171K 0.07% +3,945 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,775 shares; 2020Q3: 12,375 shares; 2020Q4: 12,375 shares; 2021Q1: 12,375 shares 12,375 $171K 0.07% 0 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; 2019Q2: restricted; 2019Q3: 15,204 shares; 2019Q4: 15,204 shares; 2020Q1: 7,549 shares; 2020Q2: 7,549 shares; 2020Q3: 6,549 shares; 2020Q4: 3,984 shares; 2021Q1: 3,439 shares 3,439 $169K 0.07% -545 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,066 shares; 2019Q4: 1,065 shares; 2020Q1: 972 shares; 2020Q2: 881 shares; 2020Q3: 873 shares; 2020Q4: 610 shares; 2021Q1: 610 shares 610 $168K 0.07% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,771 shares; 2019Q4: 1,138 shares; 2020Q1: 164 shares; 2020Q2: 101 shares; 2020Q3: 101 shares; 2020Q4: 101 shares; 2021Q1: 2,621 shares 2,621 $168K 0.07% +2,520 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,378 shares; 2019Q4: 1,247 shares; 2020Q1: 2,322 shares; 2020Q2: 2,728 shares; 2020Q3: 2,724 shares; 2020Q4: 2,912 shares; 2021Q1: 2,852 shares 2,852 $167K 0.07% -60 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; 2019Q2: restricted; 2019Q3: 382 shares; 2019Q4: 467 shares; 2020Q1: 492 shares; 2020Q2: 290 shares; 2020Q3: 310 shares; 2020Q4: 322 shares; 2021Q1: 322 shares 322 $163K 0.07% 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; 2019Q2: restricted; 2019Q3: 5,469 shares; 2019Q4: 6,057 shares; 2020Q1: 6,073 shares; 2020Q2: 5,562 shares; 2020Q3: 5,080 shares; 2020Q4: 5,129 shares; 2021Q1: 5,136 shares 5,136 $160K 0.07% +7 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; 2019Q2: restricted; 2019Q3: 830 shares; 2019Q4: 830 shares; 2020Q1: 782 shares; 2020Q2: 2,089 shares; 2020Q3: 2,089 shares; 2020Q4: 2,089 shares; 2021Q1: 2,384 shares 2,384 $157K 0.07% +295 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,172 shares; 2019Q4: 1,172 shares; 2020Q1: 697 shares; 2020Q2: 680 shares; 2020Q3: 635 shares; 2020Q4: 635 shares; 2021Q1: 635 shares 635 $155K 0.07% 0 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; 2019Q2: restricted; 2019Q3: 2,595 shares; 2019Q4: 2,595 shares; 2020Q1: 2,595 shares; 2020Q2: 2,605 shares; 2020Q3: 3,505 shares; 2020Q4: 3,505 shares; 2021Q1: 3,505 shares 3,505 $155K 0.07% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 134 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 9,100 shares 9,100 $154K 0.07% new Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,299 shares; 2019Q4: 2,299 shares; 2020Q1: 1,839 shares; 2020Q2: 1,249 shares; 2020Q3: 1,249 shares; 2020Q4: 1,249 shares; 2021Q1: 1,449 shares 1,449 $153K 0.07% +200 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 11,542 shares; 2019Q4: 12,772 shares; 2020Q1: 8,857 shares; 2020Q2: 8,472 shares; 2020Q3: 8,447 shares; 2020Q4: 8,257 shares; 2021Q1: 9,042 shares 9,042 $150K 0.06% +785 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,275 shares; 2019Q4: 22,381 shares; 2020Q1: 856 shares; 2020Q2: 905 shares; 2020Q3: 1,405 shares; 2020Q4: 2,801 shares; 2021Q1: 1,163 shares 1,163 $146K 0.06% -1,638 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; 2019Q2: restricted; 2019Q3: 5,563 shares; 2019Q4: 5,798 shares; 2020Q1: 889 shares; 2020Q2: 1,390 shares; 2020Q3: 1,218 shares; 2020Q4: 2,418 shares; 2021Q1: 2,342 shares 2,342 $143K 0.06% -76 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; 2019Q2: restricted; 2019Q3: 323 shares; 2019Q4: 268 shares; 2020Q1: 236 shares; 2020Q2: 530 shares; 2020Q3: 845 shares; 2020Q4: 1,625 shares; 2021Q1: 1,520 shares 1,520 $141K 0.06% -105 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,748 shares; 2019Q4: 1,878 shares; 2020Q1: 1,984 shares; 2020Q2: 1,289 shares; 2020Q3: 1,289 shares; 2020Q4: 1,289 shares; 2021Q1: 1,289 shares 1,289 $139K 0.06% 0 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; 2019Q2: restricted; 2019Q3: 1,729 shares; 2019Q4: 1,729 shares; 2020Q1: 1,729 shares; 2020Q2: 1,120 shares; 2020Q3: 1,120 shares; 2020Q4: 1,120 shares; 2021Q1: 1,120 shares 1,120 $139K 0.06% 0 VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 869 shares; 2020Q2: 869 shares; 2020Q3: 644 shares; 2020Q4: 644 shares; 2021Q1: 644 shares 644 $138K 0.06% 0 Timeline AGNC AGNC INVT CORP More: the full row for AGNC INVT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,857 shares; 2019Q4: 5,637 shares; 2020Q1: 6,473 shares; 2020Q2: 8,163 shares; 2020Q3: 8,138 shares; 2020Q4: 8,138 shares; 2021Q1: 8,088 shares 8,088 $135K 0.06% -50 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; 2019Q2: restricted; 2019Q3: 515 shares; 2019Q4: 516 shares; 2020Q1: 516 shares; 2020Q2: 517 shares; 2020Q3: 517 shares; 2020Q4: 517 shares; 2021Q1: 936 shares 936 $135K 0.06% +419 Timeline EWC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 341 shares; 2020Q1: 14,739 shares; 2020Q2: 13,574 shares; 2020Q3: 1,524 shares; 2020Q4: 3,924 shares; 2021Q1: 3,924 shares 3,924 $134K 0.06% 0 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,862 shares; 2019Q4: 2,262 shares; 2020Q1: 762 shares; 2020Q2: 762 shares; 2020Q3: 5,502 shares; 2020Q4: 1,137 shares; 2021Q1: 1,022 shares 1,022 $133K 0.06% -115 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,288 shares; 2019Q4: 3,991 shares; 2020Q1: 1,351 shares; 2020Q2: 1,429 shares; 2020Q3: 1,429 shares; 2020Q4: 1,187 shares; 2021Q1: 2,417 shares 2,417 $133K 0.06% +1,230 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,473 shares; 2019Q4: 2,055 shares; 2020Q1: 1,633 shares; 2020Q2: 1,609 shares; 2020Q3: 1,599 shares; 2020Q4: 1,995 shares; 2021Q1: 1,995 shares 1,995 $130K 0.06% 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; 2019Q2: restricted; 2019Q3: 121 shares; 2019Q4: 121 shares; 2020Q1: 317 shares; 2020Q2: 633 shares; 2020Q3: 693 shares; 2020Q4: 468 shares; 2021Q1: 645 shares 645 $130K 0.06% +177 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 650 shares; 2019Q4: 650 shares; 2020Q1: 1,400 shares; 2020Q2: 1,400 shares; 2020Q3: 650 shares; 2020Q4: 2,540 shares; 2021Q1: 3,635 shares 3,635 $130K 0.06% +1,095 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; 2019Q2: restricted; 2019Q3: 4,920 shares; 2019Q4: 4,720 shares; 2020Q1: 866 shares; 2020Q2: 860 shares; 2020Q3: 860 shares; 2020Q4: 860 shares; 2021Q1: 860 shares 860 $129K 0.05% 0 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 397 shares; 2019Q4: 397 shares; 2020Q1: 462 shares; 2020Q2: 981 shares; 2020Q3: 981 shares; 2020Q4: 981 shares; 2021Q1: 1,151 shares 1,151 $128K 0.05% +170 Timeline XITK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 115 shares; 2021Q1: 610 shares 610 $128K 0.05% +495 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 242 shares; 2020Q1: 271 shares; 2020Q2: 455 shares; 2020Q3: 504 shares; 2020Q4: 502 shares; 2021Q1: 502 shares 502 $125K 0.05% 0 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; 2019Q2: restricted; 2019Q3: 1,272 shares; 2019Q4: 1,582 shares; 2020Q1: 513 shares; 2020Q2: 1,089 shares; 2020Q3: 1,089 shares; 2020Q4: 1,089 shares; 2021Q1: 1,644 shares 1,644 $125K 0.05% +555 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; 2019Q2: restricted; 2019Q3: 3,189 shares; 2019Q4: 3,217 shares; 2020Q1: 3,246 shares; 2020Q2: 3,286 shares; 2020Q3: 2,697 shares; 2020Q4: 2,732 shares; 2021Q1: 2,764 shares 2,764 $118K 0.05% +32 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,499 shares; 2020Q1: 8,555 shares; 2020Q2: 4,504 shares; 2020Q3: 4,504 shares; 2020Q4: 2,773 shares; 2021Q1: 1,712 shares 1,712 $117K 0.05% -1,061 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; 2019Q2: restricted; 2019Q3: 1,970 shares; 2019Q4: 3,490 shares; 2020Q1: 3,910 shares; 2020Q2: 4,705 shares; 2020Q3: 5,045 shares; 2020Q4: 3,495 shares; 2021Q1: 3,495 shares 3,495 $117K 0.05% 0 XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 55,996 shares; 2019Q4: 56,060 shares; 2020Q1: 59,609 shares; 2020Q2: 9,670 shares; 2020Q3: 9,870 shares; 2020Q4: 2,705 shares; 2021Q1: 1,810 shares 1,810 $116K 0.05% -895 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,499 shares; 2019Q4: 2,319 shares; 2020Q1: 1,820 shares; 2020Q2: 1,645 shares; 2020Q3: 1,645 shares; 2020Q4: 1,609 shares; 2021Q1: 1,609 shares 1,609 $113K 0.05% 0 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,626 shares; 2019Q4: 2,501 shares; 2020Q1: 835 shares; 2020Q2: 727 shares; 2020Q3: 727 shares; 2020Q4: 727 shares; 2021Q1: 727 shares 727 $113K 0.05% 0 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; 2019Q2: restricted; 2019Q3: 2,399 shares; 2019Q4: 2,393 shares; 2020Q1: 2,355 shares; 2020Q2: 1,600 shares; 2020Q3: 1,656 shares; 2020Q4: 1,752 shares; 2021Q1: 1,752 shares 1,752 $112K 0.05% 0 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; 2019Q2: restricted; 2019Q3: 456 shares; 2019Q4: 696 shares; 2020Q1: 696 shares; 2020Q2: 696 shares; 2020Q3: 696 shares; 2020Q4: 696 shares; 2021Q1: 871 shares 871 $110K 0.05% +175 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5,355 shares; 2020Q2: 6,280 shares; 2020Q3: 6,255 shares; 2020Q4: 6,255 shares; 2021Q1: 6,210 shares 6,210 $110K 0.05% -45 GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 286 shares; 2019Q4: 286 shares; 2020Q1: 198 shares; 2020Q2: 496 shares; 2020Q3: 496 shares; 2020Q4: 496 shares; 2021Q1: 1,741 shares 1,741 $107K 0.05% +1,245 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; 2019Q2: restricted; 2019Q3: 4,856 shares; 2019Q4: 4,676 shares; 2020Q1: 3,662 shares; 2020Q2: 3,300 shares; 2020Q3: 3,300 shares; 2020Q4: 3,368 shares; 2021Q1: 3,116 shares 3,116 $106K 0.05% -252 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,810 shares; 2019Q4: 3,075 shares; 2020Q1: 1,225 shares; 2020Q2: 1,225 shares; 2020Q3: 1,225 shares; 2020Q4: 1,225 shares; 2021Q1: 1,225 shares 1,225 $105K 0.04% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2 shares; 2019Q4: 2 shares; 2020Q1: 2 shares; 2020Q2: 800 shares; 2020Q3: 465 shares; 2020Q4: 465 shares; 2021Q1: 600 shares 600 $105K 0.04% +135 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,800 shares; 2019Q4: 3,800 shares; 2020Q1: 2,216 shares; 2020Q2: 800 shares; 2020Q3: 800 shares; 2020Q4: 800 shares; 2021Q1: 800 shares 800 $105K 0.04% 0 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; 2019Q2: restricted; 2019Q3: 3,004 shares; 2019Q4: 2,405 shares; 2020Q1: 2,405 shares; 2020Q2: 1,355 shares; 2020Q3: 1,355 shares; 2020Q4: 1,355 shares; 2021Q1: 1,197 shares 1,197 $105K 0.04% -158 FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 40 shares; 2019Q4: 40 shares; 2020Q1: 1,788 shares; 2020Q2: 3,165 shares; 2020Q3: 3,145 shares; 2020Q4: 3,035 shares; 2021Q1: 3,005 shares 3,005 $104K 0.04% -30 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,136 shares; 2019Q4: 1,132 shares; 2020Q1: 597 shares; 2020Q2: 553 shares; 2020Q3: 702 shares; 2020Q4: 702 shares; 2021Q1: 737 shares 737 $103K 0.04% +35 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 5,539 shares; 2019Q4: 5,539 shares; 2020Q1: 5,361 shares; 2020Q2: 61 shares; 2020Q3: 61 shares; 2020Q4: 61 shares; 2021Q1: 641 shares 641 $102K 0.04% +580 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; 2019Q2: restricted; 2019Q3: 11,028 shares; 2019Q4: 11,028 shares; 2020Q1: 5,862 shares; 2020Q2: 5,299 shares; 2020Q3: 4,299 shares; 2020Q4: 2,471 shares; 2021Q1: 1,956 shares 1,956 $102K 0.04% -515 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; 2019Q2: restricted; 2019Q3: 1,540 shares; 2019Q4: 1,440 shares; 2020Q1: 1,160 shares; 2020Q2: 1,160 shares; 2020Q3: 1,160 shares; 2020Q4: 1,160 shares; 2021Q1: 1,160 shares 1,160 $102K 0.04% 0 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,690 shares; 2019Q4: 4,845 shares; 2020Q1: 5,065 shares; 2020Q2: 4,980 shares; 2020Q3: 4,890 shares; 2020Q4: 670 shares; 2021Q1: 670 shares 670 $101K 0.04% 0 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 300 shares; 2021Q1: 300 shares 300 $99K 0.04% 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; 2019Q2: restricted; 2019Q3: 2,335 shares; 2019Q4: 2,390 shares; 2020Q1: 210 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,090 shares 1,090 $99K 0.04% new Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 4,834 shares; 2019Q4: 2,786 shares; 2020Q1: 443 shares; 2020Q2: 409 shares; 2020Q3: 409 shares; 2020Q4: 789 shares; 2021Q1: 1,199 shares 1,199 $98K 0.04% +410 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; 2019Q2: restricted; 2019Q3: 956 shares; 2019Q4: 1,386 shares; 2020Q1: 1,312 shares; 2020Q2: 1,277 shares; 2020Q3: 1,277 shares; 2020Q4: 1,277 shares; 2021Q1: 1,632 shares 1,632 $98K 0.04% +355 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; 2019Q2: restricted; 2019Q3: 95 shares; 2019Q4: 95 shares; 2020Q1: 51 shares; 2020Q2: 115 shares; 2020Q3: 125 shares; 2020Q4: 125 shares; 2021Q1: 158 shares 158 $97K 0.04% +33 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; 2019Q2: restricted; 2019Q3: 3,000 shares; 2019Q4: 3,000 shares; 2020Q1: 3,000 shares; 2020Q2: 3,000 shares; 2020Q3: 3,000 shares; 2020Q4: 3,000 shares; 2021Q1: 3,000 shares 3,000 $97K 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; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 636 shares; 2020Q1: 636 shares; 2020Q2: 589 shares; 2020Q3: 578 shares; 2020Q4: 695 shares; 2021Q1: 794 shares 794 $96K 0.04% +99 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 9,500 shares; 2019Q4: 9,500 shares; 2020Q1: 1,480 shares; 2020Q2: 1,480 shares; 2020Q3: 1,480 shares; 2020Q4: 1,480 shares; 2021Q1: 1,480 shares 1,480 $95K 0.04% 0 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; 2019Q2: restricted; 2019Q3: 2,292 shares; 2019Q4: 2,779 shares; 2020Q1: 2,699 shares; 2020Q2: 2,485 shares; 2020Q3: 2,444 shares; 2020Q4: 2,434 shares; 2021Q1: 2,409 shares 2,409 $93K 0.04% -25 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 543 shares; 2019Q4: 550 shares; 2020Q1: 555 shares; 2020Q2: 290 shares; 2020Q3: 290 shares; 2020Q4: 262 shares; 2021Q1: 337 shares 337 $93K 0.04% +75 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,114 shares; 2021Q1: 1,114 shares 1,114 $93K 0.04% 0 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 193 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,277 shares 1,277 $92K 0.04% new 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; 2019Q2: restricted; 2019Q3: 1,992 shares; 2019Q4: 1,992 shares; 2020Q1: 900 shares; 2020Q2: 900 shares; 2020Q3: 900 shares; 2020Q4: 900 shares; 2021Q1: 900 shares 900 $90K 0.04% 0 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 310 shares; 2020Q3: 310 shares; 2020Q4: 1,725 shares; 2021Q1: 1,725 shares 1,725 $89K 0.04% 0 Timeline BCV BANCROFT FD LTD More: the full row for BANCROFT FD LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,016 shares; 2019Q4: 3,016 shares; 2020Q1: 3,016 shares; 2020Q2: 3,016 shares; 2020Q3: 3,016 shares; 2020Q4: 3,016 shares; 2021Q1: 3,016 shares 3,016 $89K 0.04% 0 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 473 shares; 2020Q2: 159 shares; 2020Q3: 159 shares; 2020Q4: 2,159 shares; 2021Q1: 5,609 shares 5,609 $88K 0.04% +3,450 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; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 553 shares; 2020Q1: 562 shares; 2020Q2: 501 shares; 2020Q3: 492 shares; 2020Q4: 612 shares; 2021Q1: 612 shares 612 $86K 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; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 258 shares; 2020Q2: 258 shares; 2020Q3: 258 shares; 2020Q4: 258 shares; 2021Q1: 258 shares 258 $85K 0.04% 0 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 5,220 shares; 2021Q1: 4,330 shares 4,330 $85K 0.04% -890 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,303 shares; 2021Q1: 1,233 shares 1,233 $84K 0.04% -70 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; 2019Q2: restricted; 2019Q3: 449 shares; 2019Q4: 248 shares; 2020Q1: 7,591 shares; 2020Q2: 6,500 shares; 2020Q3: 6,690 shares; 2020Q4: 6,690 shares; 2021Q1: 6,846 shares 6,846 $84K 0.04% +156 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; 2019Q2: restricted; 2019Q3: 757 shares; 2019Q4: 1,187 shares; 2020Q1: 1,308 shares; 2020Q2: 2,040 shares; 2020Q3: 1,121 shares; 2020Q4: 1,121 shares; 2021Q1: 1,121 shares 1,121 $83K 0.04% 0 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; 2019Q2: restricted; 2019Q3: 1,557 shares; 2019Q4: 1,566 shares; 2020Q1: 1,573 shares; 2020Q2: 1,118 shares; 2020Q3: 1,122 shares; 2020Q4: 1,069 shares; 2021Q1: 1,002 shares 1,002 $83K 0.04% -67 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,925 shares; 2019Q4: 2,945 shares; 2020Q1: 2,945 shares; 2020Q2: 1,050 shares; 2020Q3: 2,050 shares; 2020Q4: 2,050 shares; 2021Q1: 2,050 shares 2,050 $83K 0.04% 0 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 508 shares; 2019Q4: 556 shares; 2020Q1: 474 shares; 2020Q2: 345 shares; 2020Q3: 260 shares; 2020Q4: 260 shares; 2021Q1: 335 shares 335 $82K 0.03% +75 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; 2019Q2: restricted; 2019Q3: 2,540 shares; 2019Q4: 2,540 shares; 2020Q1: 1,450 shares; 2020Q2: 1,075 shares; 2020Q3: 1,075 shares; 2020Q4: 1,075 shares; 2021Q1: 1,075 shares 1,075 $80K 0.03% 0 Timeline EWA ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,171 shares; 2021Q1: 3,171 shares 3,171 $79K 0.03% 0 Timeline MLCO MELCO RESORTS AND ENTMNT LTD More: the full row for MELCO RESORTS AND ENTMNT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 175 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 4,195 shares; 2021Q1: 3,960 shares 3,960 $79K 0.03% -235 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,521 shares; 2019Q4: 221 shares; 2020Q1: 333 shares; 2020Q2: 442 shares; 2020Q3: 350 shares; 2020Q4: 350 shares; 2021Q1: 240 shares 240 $78K 0.03% -110 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,707 shares; 2019Q4: 1,534 shares; 2020Q1: 199 shares; 2020Q2: 1,014 shares; 2020Q3: 1,037 shares; 2020Q4: 970 shares; 2021Q1: 970 shares 970 $75K 0.03% 0 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 185 shares; 2019Q4: 185 shares; 2020Q1: 250 shares; 2020Q2: 250 shares; 2020Q3: 250 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $75K 0.03% 0 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,029 shares; 2019Q4: 1,029 shares; 2020Q1: 1,029 shares; 2020Q2: 1,029 shares; 2020Q3: 1,029 shares; 2020Q4: 1,029 shares; 2021Q1: 1,029 shares 1,029 $74K 0.03% 0 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; 2019Q2: restricted; 2019Q3: 870 shares; 2019Q4: 870 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 703 shares; 2020Q4: 283 shares; 2021Q1: 283 shares 283 $73K 0.03% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,464 shares; 2019Q4: 1,464 shares; 2020Q1: 798 shares; 2020Q2: 747 shares; 2020Q3: 739 shares; 2020Q4: 644 shares; 2021Q1: 644 shares 644 $72K 0.03% 0 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,128 shares; 2019Q4: 1,296 shares; 2020Q1: 1,061 shares; 2020Q2: 843 shares; 2020Q3: 712 shares; 2020Q4: 570 shares; 2021Q1: 785 shares 785 $72K 0.03% +215 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 246 shares; 2019Q4: 246 shares; 2020Q1: 246 shares; 2020Q2: 246 shares; 2020Q3: 246 shares; 2020Q4: 246 shares; 2021Q1: 246 shares 246 $71K 0.03% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 235 shares; 2019Q4: 235 shares; 2020Q1: not reported; 2020Q2: 535 shares; 2020Q3: 535 shares; 2020Q4: 535 shares; 2021Q1: 535 shares 535 $71K 0.03% 0 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,084 shares; 2019Q4: 1,084 shares; 2020Q1: 988 shares; 2020Q2: 806 shares; 2020Q3: 806 shares; 2020Q4: 897 shares; 2021Q1: 897 shares 897 $70K 0.03% 0 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 385 shares; 2019Q4: 475 shares; 2020Q1: 90 shares; 2020Q2: 540 shares; 2020Q3: 540 shares; 2020Q4: 540 shares; 2021Q1: 540 shares 540 $70K 0.03% 0 Timeline MICHAELS COS INC MICHAELS COS INC More: the full row for MICHAELS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 22,338 shares; 2021Q1: 3,186 shares 3,186 $70K 0.03% -19,152 MARVELL TECHNOLOGY GROUP LTD MARVELL TECHNOLOGY GROUP LTD More: the full row for MARVELL TECHNOLOGY GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,112 shares; 2019Q4: 1,112 shares; 2020Q1: 215 shares; 2020Q2: not reported; 2020Q3: 629 shares; 2020Q4: 838 shares; 2021Q1: 1,405 shares 1,405 $69K 0.03% +567 ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 479 shares; 2020Q2: 429 shares; 2020Q3: 429 shares; 2020Q4: 429 shares; 2021Q1: 429 shares 429 $68K 0.03% 0 Timeline UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,060 shares; 2019Q4: 2,060 shares; 2020Q1: 2,060 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 1,550 shares 1,550 $68K 0.03% -450 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 222 shares; 2019Q4: 228 shares; 2020Q1: 228 shares; 2020Q2: 80 shares; 2020Q3: 78 shares; 2020Q4: 77 shares; 2021Q1: 90 shares 90 $67K 0.03% +13 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 165 shares; 2019Q4: 165 shares; 2020Q1: 65 shares; 2020Q2: 21 shares; 2020Q3: 21 shares; 2020Q4: 21 shares; 2021Q1: 1,061 shares 1,061 $67K 0.03% +1,040 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 196 shares; 2019Q4: 199 shares; 2020Q1: 193 shares; 2020Q2: 164 shares; 2020Q3: 161 shares; 2020Q4: 175 shares; 2021Q1: 175 shares 175 $67K 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; 2019Q2: restricted; 2019Q3: 3,166 shares; 2019Q4: 3,166 shares; 2020Q1: 981 shares; 2020Q2: 989 shares; 2020Q3: 807 shares; 2020Q4: 685 shares; 2021Q1: 915 shares 915 $66K 0.03% +230 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 102 shares; 2019Q4: 110 shares; 2020Q1: 160 shares; 2020Q2: 172 shares; 2020Q3: 173 shares; 2020Q4: 172 shares; 2021Q1: 132 shares 132 $66K 0.03% -40 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 135 shares; 2019Q4: 135 shares; 2020Q1: 195 shares; 2020Q2: 195 shares; 2020Q3: 195 shares; 2020Q4: 195 shares; 2021Q1: 195 shares 195 $65K 0.03% 0 Timeline NORDSTROM INC NORDSTROM INC More: the full row for NORDSTROM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,100 shares; 2019Q4: 2,450 shares; 2020Q1: 2,275 shares; 2020Q2: 1,725 shares; 2020Q3: 1,725 shares; 2020Q4: 1,725 shares; 2021Q1: 1,725 shares 1,725 $65K 0.03% 0 FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 140 shares; 2019Q4: 156 shares; 2020Q1: 172 shares; 2020Q2: 115 shares; 2020Q3: 122 shares; 2020Q4: 76 shares; 2021Q1: 534 shares 534 $64K 0.03% +458 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 240 shares; 2019Q4: 240 shares; 2020Q1: 240 shares; 2020Q2: 240 shares; 2020Q3: 240 shares; 2020Q4: 960 shares; 2021Q1: 960 shares 960 $63K 0.03% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 239 shares; 2019Q4: 107 shares; 2020Q1: 18 shares; 2020Q2: 18 shares; 2020Q3: 113 shares; 2020Q4: 113 shares; 2021Q1: 198 shares 198 $63K 0.03% +85 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 1,135 shares 1,135 $63K 0.03% new MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,642 shares; 2019Q4: 1,642 shares; 2020Q1: 872 shares; 2020Q2: 754 shares; 2020Q3: 754 shares; 2020Q4: 754 shares; 2021Q1: 504 shares 504 $62K 0.03% -250 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 191 shares; 2019Q4: 52 shares; 2020Q1: 2 shares; 2020Q2: 43 shares; 2020Q3: 43 shares; 2020Q4: 43 shares; 2021Q1: 44 shares 44 $62K 0.03% +1 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 359 shares; 2019Q4: 358 shares; 2020Q1: 301 shares; 2020Q2: 401 shares; 2020Q3: 392 shares; 2020Q4: 389 shares; 2021Q1: 309 shares 309 $62K 0.03% -80 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; 2019Q2: restricted; 2019Q3: 890 shares; 2019Q4: 890 shares; 2020Q1: 860 shares; 2020Q2: 820 shares; 2020Q3: 820 shares; 2020Q4: 820 shares; 2021Q1: 820 shares 820 $62K 0.03% 0 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; 2019Q2: restricted; 2019Q3: 378 shares; 2019Q4: 328 shares; 2020Q1: 328 shares; 2020Q2: 328 shares; 2020Q3: 328 shares; 2020Q4: 328 shares; 2021Q1: 328 shares 328 $61K 0.03% 0 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 2,085 shares; 2020Q3: 335 shares; 2020Q4: 335 shares; 2021Q1: 335 shares 335 $61K 0.03% 0 Timeline BLOK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,100 shares; 2020Q3: 1,100 shares; 2020Q4: 1,100 shares; 2021Q1: 1,100 shares 1,100 $61K 0.03% 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; 2019Q2: restricted; 2019Q3: 1,720 shares; 2019Q4: 1,720 shares; 2020Q1: 1,715 shares; 2020Q2: 1,715 shares; 2020Q3: 1,190 shares; 2020Q4: 1,190 shares; 2021Q1: 1,190 shares 1,190 $59K 0.03% 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; 2019Q2: restricted; 2019Q3: 1,838 shares; 2019Q4: 1,838 shares; 2020Q1: 407 shares; 2020Q2: 407 shares; 2020Q3: 407 shares; 2020Q4: 407 shares; 2021Q1: 407 shares 407 $58K 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; 2019Q2: restricted; 2019Q3: 554 shares; 2019Q4: 553 shares; 2020Q1: 452 shares; 2020Q2: 442 shares; 2020Q3: 432 shares; 2020Q4: 430 shares; 2021Q1: 860 shares 860 $57K 0.02% +430 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; 2019Q2: restricted; 2019Q3: 342 shares; 2019Q4: 342 shares; 2020Q1: 342 shares; 2020Q2: 326 shares; 2020Q3: 322 shares; 2020Q4: 640 shares; 2021Q1: 640 shares 640 $57K 0.02% 0 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 2,940 shares; 2021Q1: 2,940 shares 2,940 $57K 0.02% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 948 shares; 2019Q4: 948 shares; 2020Q1: 948 shares; 2020Q2: 924 shares; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares 924 $56K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 8,700 shares; 2019Q4: 8,700 shares; 2020Q1: 1,350 shares; 2020Q2: 1,350 shares; 2020Q3: 1,350 shares; 2020Q4: 1,350 shares; 2021Q1: 1,350 shares 1,350 $56K 0.02% 0 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 391 shares; 2019Q4: 391 shares; 2020Q1: 391 shares; 2020Q2: 391 shares; 2020Q3: 391 shares; 2020Q4: 391 shares; 2021Q1: 391 shares 391 $55K 0.02% 0 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 5 shares; 2020Q2: 1,478 shares; 2020Q3: 205 shares; 2020Q4: 205 shares; 2021Q1: 205 shares 205 $55K 0.02% 0 Timeline IHF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 220 shares; 2019Q4: 220 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares; 2020Q4: 220 shares; 2021Q1: 220 shares 220 $55K 0.02% 0 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 122 shares; 2020Q3: 120 shares; 2020Q4: 119 shares; 2021Q1: 119 shares 119 $54K 0.02% 0 Timeline GLOBAL X FDS GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 3,845 shares; 2021Q1: 3,845 shares 3,845 $53K 0.02% 0 EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,265 shares; 2019Q4: 1,265 shares; 2020Q1: 877 shares; 2020Q2: 865 shares; 2020Q3: 865 shares; 2020Q4: 865 shares; 2021Q1: 865 shares 865 $52K 0.02% 0 Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 12 shares; 2019Q4: 12 shares; 2020Q1: 12 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 341 shares; 2021Q1: 387 shares 387 $52K 0.02% +46 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 117 shares; 2020Q2: 113 shares; 2020Q3: 109 shares; 2020Q4: 109 shares; 2021Q1: 165 shares 165 $50K 0.02% +56 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; 2019Q2: restricted; 2019Q3: 265 shares; 2019Q4: 265 shares; 2020Q1: 58 shares; 2020Q2: 369 shares; 2020Q3: 369 shares; 2020Q4: 369 shares; 2021Q1: 604 shares 604 $50K 0.02% +235 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; 2019Q2: restricted; 2019Q3: 1,008 shares; 2019Q4: 1,000 shares; 2020Q1: 1,021 shares; 2020Q2: 1,000 shares; 2020Q3: 1,000 shares; 2020Q4: 1,000 shares; 2021Q1: 1,000 shares 1,000 $50K 0.02% 0 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,510 shares; 2021Q1: 1,510 shares 1,510 $50K 0.02% 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; 2019Q2: restricted; 2019Q3: 2,442 shares; 2019Q4: 2,412 shares; 2020Q1: 191 shares; 2020Q2: 77 shares; 2020Q3: 77 shares; 2020Q4: 73 shares; 2021Q1: 908 shares 908 $50K 0.02% +835 THNQ EXCHANGE TRADED CONCEPTS TRU More: the full row for EXCHANGE TRADED CONCEPTS TRU Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,258 shares; 2021Q1: 1,258 shares 1,258 $50K 0.02% 0 Timeline SMOG VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 318 shares; 2021Q1: 318 shares 318 $50K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 7,000 shares; 2019Q4: 7,000 shares; 2020Q1: 7,000 shares; 2020Q2: 2,000 shares; 2020Q3: 2,000 shares; 2020Q4: 2,000 shares; 2021Q1: 2,000 shares 2,000 $50K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 540 shares; 2019Q4: 429 shares; 2020Q1: 229 shares; 2020Q2: 216 shares; 2020Q3: 210 shares; 2020Q4: 208 shares; 2021Q1: 278 shares 278 $49K 0.02% +70 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; 2019Q2: restricted; 2019Q3: 504 shares; 2019Q4: 344 shares; 2020Q1: 312 shares; 2020Q2: 335 shares; 2020Q3: 335 shares; 2020Q4: 335 shares; 2021Q1: 335 shares 335 $48K 0.02% 0 Timeline GH GUARDANT HEALTH INC More: the full row for GUARDANT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 134 shares; 2019Q4: 134 shares; 2020Q1: 234 shares; 2020Q2: 134 shares; 2020Q3: 266 shares; 2020Q4: 315 shares; 2021Q1: 315 shares 315 $48K 0.02% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 951 shares; 2019Q4: 914 shares; 2020Q1: 605 shares; 2020Q2: 605 shares; 2020Q3: 630 shares; 2020Q4: 630 shares; 2021Q1: 557 shares 557 $48K 0.02% -73 Timeline DVYE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,190 shares; 2021Q1: 1,190 shares 1,190 $47K 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; 2019Q2: restricted; 2019Q3: 221 shares; 2019Q4: 175 shares; 2020Q1: 175 shares; 2020Q2: 175 shares; 2020Q3: 171 shares; 2020Q4: 168 shares; 2021Q1: 168 shares 168 $47K 0.02% 0 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 400 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 250 shares; 2021Q1: 1,015 shares 1,015 $47K 0.02% +765 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 153 shares; 2020Q2: 153 shares; 2020Q3: 229 shares; 2020Q4: 228 shares; 2021Q1: 255 shares 255 $46K 0.02% +27 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 20 shares; 2019Q4: 20 shares; 2020Q1: 20 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 230 shares; 2021Q1: 230 shares 230 $46K 0.02% 0 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 470 shares; 2019Q4: 470 shares; 2020Q1: 470 shares; 2020Q2: 470 shares; 2020Q3: 470 shares; 2020Q4: 470 shares; 2021Q1: 470 shares 470 $45K 0.02% 0 Timeline PARAMOUNT GLOBAL PARAMOUNT GLOBAL More: the full row for PARAMOUNT GLOBAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 348 shares; 2020Q1: 287 shares; 2020Q2: 192 shares; 2020Q3: 192 shares; 2020Q4: not reported; 2021Q1: 984 shares 984 $45K 0.02% new SWITCH INC SWITCH INC More: the full row for SWITCH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,500 shares; 2020Q2: 4,430 shares; 2020Q3: 4,985 shares; 2020Q4: 4,985 shares; 2021Q1: 2,785 shares 2,785 $45K 0.02% -2,200 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; 2019Q2: restricted; 2019Q3: 1,100 shares; 2019Q4: 1,100 shares; 2020Q1: 700 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares 700 $44K 0.02% 0 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 10,805 shares; 2020Q3: 10,873 shares; 2020Q4: 330 shares; 2021Q1: 330 shares 330 $44K 0.02% 0 Timeline 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; 2019Q2: restricted; 2019Q3: 1,806 shares; 2019Q4: 1,280 shares; 2020Q1: 1,280 shares; 2020Q2: 1,280 shares; 2020Q3: 1,280 shares; 2020Q4: 1,280 shares; 2021Q1: 1,280 shares 1,280 $44K 0.02% 0 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 8 shares; 2021Q1: 69 shares 69 $43K 0.02% +61 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 498 shares; 2019Q4: 498 shares; 2020Q1: 498 shares; 2020Q2: 404 shares; 2020Q3: 404 shares; 2020Q4: 404 shares; 2021Q1: 404 shares 404 $43K 0.02% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 29 shares; 2019Q4: 29 shares; 2020Q1: 29 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 325 shares 325 $43K 0.02% new Timeline SEAGEN INC SEAGEN INC More: the full row for SEAGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 285 shares; 2021Q1: 304 shares 304 $43K 0.02% +19 SAM BOSTON BEER INC More: the full row for BOSTON BEER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 35 shares; 2020Q3: 35 shares; 2020Q4: 35 shares; 2021Q1: 35 shares 35 $42K 0.02% 0 Timeline ICVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 424 shares; 2020Q2: 424 shares; 2020Q3: 424 shares; 2020Q4: 424 shares; 2021Q1: 424 shares 424 $42K 0.02% 0 Timeline JBLU JETBLUE AIRWAYS CORP More: the full row for JETBLUE AIRWAYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 2,050 shares; 2020Q2: 2,050 shares; 2020Q3: 2,050 shares; 2020Q4: 2,050 shares; 2021Q1: 2,050 shares 2,050 $42K 0.02% 0 Timeline EQC EQUITY COMMONWEALTH More: the full row for EQUITY COMMONWEALTH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 18,495 shares; 2019Q4: 18,495 shares; 2020Q1: 19,995 shares; 2020Q2: 22,535 shares; 2020Q3: 22,315 shares; 2020Q4: 1,500 shares; 2021Q1: 1,500 shares 1,500 $42K 0.02% 0 Timeline KXI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 730 shares; 2019Q4: 730 shares; 2020Q1: 730 shares; 2020Q2: 730 shares; 2020Q3: 730 shares; 2020Q4: 730 shares; 2021Q1: 730 shares 730 $42K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 660 shares; 2019Q4: 660 shares; 2020Q1: 660 shares; 2020Q2: 660 shares; 2020Q3: 660 shares; 2020Q4: 660 shares; 2021Q1: 930 shares 930 $42K 0.02% +270 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,360 shares; 2019Q4: 6,360 shares; 2020Q1: 2,060 shares; 2020Q2: 2,060 shares; 2020Q3: 1,060 shares; 2020Q4: 1,060 shares; 2021Q1: 1,060 shares 1,060 $41K 0.02% 0 Timeline BCE BCE INC More: the full row for BCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 900 shares 900 $41K 0.02% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,003 shares; 2019Q4: 1,003 shares; 2020Q1: 60 shares; 2020Q2: 200 shares; 2020Q3: 224 shares; 2020Q4: 224 shares; 2021Q1: 549 shares 549 $40K 0.02% +325 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,867 shares; 2019Q4: 1,867 shares; 2020Q1: 1,140 shares; 2020Q2: 1,140 shares; 2020Q3: 605 shares; 2020Q4: 605 shares; 2021Q1: 605 shares 605 $39K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 800 shares; 2019Q4: 800 shares; 2020Q1: 750 shares; 2020Q2: 700 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares 300 $39K 0.02% 0 MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 200 shares; 2020Q3: 200 shares; 2020Q4: 200 shares; 2021Q1: 300 shares 300 $39K 0.02% +100 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,040 shares; 2021Q1: 425 shares 425 $39K 0.02% -615 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; 2019Q2: restricted; 2019Q3: 475 shares; 2019Q4: 475 shares; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares; 2020Q4: 285 shares; 2021Q1: 285 shares 285 $38K 0.02% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 182 shares; 2020Q2: 158 shares; 2020Q3: 158 shares; 2020Q4: 158 shares; 2021Q1: 158 shares 158 $38K 0.02% 0 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 116 shares; 2020Q2: 149 shares; 2020Q3: 145 shares; 2020Q4: 144 shares; 2021Q1: 144 shares 144 $38K 0.02% 0 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; 2019Q2: restricted; 2019Q3: 424 shares; 2019Q4: 424 shares; 2020Q1: 222 shares; 2020Q2: 222 shares; 2020Q3: 222 shares; 2020Q4: 222 shares; 2021Q1: 222 shares 222 $37K 0.02% 0 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 407 shares; 2019Q4: 407 shares; 2020Q1: 438 shares; 2020Q2: 407 shares; 2020Q3: 407 shares; 2020Q4: 407 shares; 2021Q1: 407 shares 407 $36K 0.02% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 253 shares; 2019Q4: 253 shares; 2020Q1: 253 shares; 2020Q2: 389 shares; 2020Q3: 282 shares; 2020Q4: 282 shares; 2021Q1: 282 shares 282 $36K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 694 shares; 2019Q4: 519 shares; 2020Q1: 245 shares; 2020Q2: 201 shares; 2020Q3: 201 shares; 2020Q4: 456 shares; 2021Q1: 456 shares 456 $36K 0.02% 0 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 290 shares; 2019Q4: 290 shares; 2020Q1: 239 shares; 2020Q2: 239 shares; 2020Q3: 239 shares; 2020Q4: 239 shares; 2021Q1: 239 shares 239 $36K 0.02% 0 Timeline OIH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 190 shares; 2021Q1: 190 shares 190 $36K 0.02% 0 Timeline EXTENDED STAY AMER INC EXTENDED STAY AMER INC More: the full row for EXTENDED STAY AMER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 1,824 shares; 2021Q1: 1,824 shares 1,824 $36K 0.02% 0 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 285 shares; 2020Q2: 285 shares; 2020Q3: 285 shares; 2020Q4: 285 shares; 2021Q1: 285 shares 285 $36K 0.02% 0 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 376 shares; 2019Q4: 376 shares; 2020Q1: 376 shares; 2020Q2: 421 shares; 2020Q3: 426 shares; 2020Q4: 397 shares; 2021Q1: 397 shares 397 $35K 0.01% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 296 shares; 2019Q4: 296 shares; 2020Q1: 296 shares; 2020Q2: 296 shares; 2020Q3: 296 shares; 2020Q4: 296 shares; 2021Q1: 296 shares 296 $35K 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; 2019Q2: restricted; 2019Q3: 513 shares; 2019Q4: 478 shares; 2020Q1: 400 shares; 2020Q2: 439 shares; 2020Q3: 439 shares; 2020Q4: 439 shares; 2021Q1: 439 shares 439 $35K 0.01% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 797 shares; 2021Q1: 1,029 shares 1,029 $34K 0.01% +232 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 150 shares 150 $34K 0.01% +50 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; 2019Q2: restricted; 2019Q3: 136 shares; 2019Q4: 136 shares; 2020Q1: 262 shares; 2020Q2: 232 shares; 2020Q3: 159 shares; 2020Q4: 159 shares; 2021Q1: 159 shares 159 $34K 0.01% 0 WIP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 609 shares; 2021Q1: 609 shares 609 $34K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 46 shares; 2019Q4: 46 shares; 2020Q1: 46 shares; 2020Q2: 42 shares; 2020Q3: 24 shares; 2020Q4: 24 shares; 2021Q1: 24 shares 24 $33K 0.01% 0 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 132 shares; 2020Q3: 130 shares; 2020Q4: 129 shares; 2021Q1: 129 shares 129 $33K 0.01% 0 Timeline THS TREEHOUSE FOODS INC More: the full row for TREEHOUSE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 400 shares; 2020Q3: 635 shares; 2020Q4: 635 shares; 2021Q1: 635 shares 635 $33K 0.01% 0 Timeline ORCHID IS CAP INC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 5,488 shares 5,488 $33K 0.01% new 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 100 shares; 2020Q2: 100 shares; 2020Q3: 100 shares; 2020Q4: 100 shares; 2021Q1: 100 shares 100 $32K 0.01% 0 Timeline SNAP SNAP INC More: the full row for SNAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 984 shares; 2020Q4: 517 shares; 2021Q1: 617 shares 617 $32K 0.01% +100 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,660 shares; 2019Q4: 1,660 shares; 2020Q1: 1,416 shares; 2020Q2: 1,416 shares; 2020Q3: 424 shares; 2020Q4: 424 shares; 2021Q1: 424 shares 424 $31K 0.01% 0 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 495 shares; 2021Q1: 369 shares 369 $31K 0.01% -126 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 961 shares; 2019Q4: 811 shares; 2020Q1: 811 shares; 2020Q2: 554 shares; 2020Q3: 512 shares; 2020Q4: 512 shares; 2021Q1: 512 shares 512 $31K 0.01% 0 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; 2019Q2: restricted; 2019Q3: 13,533 shares; 2019Q4: 8,363 shares; 2020Q1: 8,363 shares; 2020Q2: 7,255 shares; 2020Q3: 7,255 shares; 2020Q4: 7,255 shares; 2021Q1: 600 shares 600 $31K 0.01% -6,655 Timeline EWY ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 83 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 346 shares; 2021Q1: 346 shares 346 $31K 0.01% 0 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,203 shares; 2019Q4: 1,203 shares; 2020Q1: 703 shares; 2020Q2: 703 shares; 2020Q3: 418 shares; 2020Q4: 418 shares; 2021Q1: 418 shares 418 $30K 0.01% 0 Timeline OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 23 shares; 2019Q4: 23 shares; 2020Q1: 23 shares; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 140 shares 140 $30K 0.01% new Timeline MSOS ADVISORSHARES TR More: the full row for ADVISORSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 717 shares 717 $30K 0.01% new Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 227 shares; 2019Q4: 118 shares; 2020Q1: 141 shares; 2020Q2: 117 shares; 2020Q3: 117 shares; 2020Q4: 117 shares; 2021Q1: 742 shares 742 $30K 0.01% +625 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; 2019Q2: restricted; 2019Q3: 200 shares; 2019Q4: 200 shares; 2020Q1: 200 shares; 2020Q2: 625 shares; 2020Q3: 625 shares; 2020Q4: 625 shares; 2021Q1: 625 shares 625 $30K 0.01% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 493 shares; 2021Q1: 493 shares 493 $30K 0.01% 0 Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 30 shares; 2019Q4: 30 shares; 2020Q1: 30 shares; 2020Q2: not reported; 2020Q3: 359 shares; 2020Q4: 358 shares; 2021Q1: 358 shares 358 $30K 0.01% 0 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 479 shares; 2019Q4: 479 shares; 2020Q1: 303 shares; 2020Q2: 286 shares; 2020Q3: 283 shares; 2020Q4: 279 shares; 2021Q1: 279 shares 279 $29K 0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 416 shares; 2019Q4: 416 shares; 2020Q1: 416 shares; 2020Q2: 681 shares; 2020Q3: 357 shares; 2020Q4: 357 shares; 2021Q1: 357 shares 357 $29K 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; 2019Q2: restricted; 2019Q3: 218 shares; 2019Q4: 218 shares; 2020Q1: 218 shares; 2020Q2: 218 shares; 2020Q3: 218 shares; 2020Q4: 218 shares; 2021Q1: 218 shares 218 $29K 0.01% 0 KURE KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 735 shares; 2020Q3: 735 shares; 2020Q4: 735 shares; 2021Q1: 735 shares 735 $29K 0.01% 0 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares; 2020Q4: 66 shares; 2021Q1: 66 shares 66 $28K 0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,252 shares; 2020Q3: 885 shares; 2020Q4: 885 shares; 2021Q1: 665 shares 665 $28K 0.01% -220 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 924 shares; 2020Q2: 924 shares; 2020Q3: 924 shares; 2020Q4: 924 shares; 2021Q1: 924 shares 924 $28K 0.01% 0 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 16,058 shares; 2019Q4: 21,943 shares; 2020Q1: 29,851 shares; 2020Q2: 29,851 shares; 2020Q3: 29,851 shares; 2020Q4: 308 shares; 2021Q1: 308 shares 308 $27K 0.01% 0 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 14 shares; 2020Q2: 54 shares; 2020Q3: 54 shares; 2020Q4: 54 shares; 2021Q1: 244 shares 244 $27K 0.01% +190 Timeline WLK WESTLAKE CORPORATION More: the full row for WESTLAKE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 300 shares; 2019Q4: 300 shares; 2020Q1: 300 shares; 2020Q2: 300 shares; 2020Q3: 300 shares; 2020Q4: 300 shares; 2021Q1: 300 shares 300 $27K 0.01% 0 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; 2019Q2: restricted; 2019Q3: 78 shares; 2019Q4: 78 shares; 2020Q1: 78 shares; 2020Q2: 108 shares; 2020Q3: 108 shares; 2020Q4: 108 shares; 2021Q1: 133 shares 133 $26K 0.01% +25 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; 2019Q2: restricted; 2019Q3: 500 shares; 2019Q4: 500 shares; 2020Q1: 500 shares; 2020Q2: 500 shares; 2020Q3: 500 shares; 2020Q4: 500 shares; 2021Q1: 500 shares 500 $26K 0.01% 0 Timeline BILL BILL HOLDINGS INC More: the full row for BILL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 175 shares 175 $25K 0.01% new Timeline ADPT ADAPTIVE BIOTECHNOLOGIES COR More: the full row for ADAPTIVE BIOTECHNOLOGIES COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 279 shares; 2019Q4: 279 shares; 2020Q1: 279 shares; 2020Q2: 692 shares; 2020Q3: 682 shares; 2020Q4: 680 shares; 2021Q1: 630 shares 630 $25K 0.01% -50 Timeline SOYB TEUCRIUM COMMODITY TR More: the full row for TEUCRIUM COMMODITY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 1,140 shares; 2020Q3: 1,140 shares; 2020Q4: 1,140 shares; 2021Q1: 1,140 shares 1,140 $25K 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 37,115 shares; 2020Q1: 1,200 shares; 2020Q2: 1,200 shares; 2020Q3: 1,200 shares; 2020Q4: 1,285 shares; 2021Q1: 1,285 shares 1,285 $25K 0.01% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 8,149 shares; 2019Q4: 3,568 shares; 2020Q1: 1,192 shares; 2020Q2: 840 shares; 2020Q3: 515 shares; 2020Q4: 515 shares; 2021Q1: 455 shares 455 $24K 0.01% -60 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; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 267 shares; 2020Q1: 267 shares; 2020Q2: 220 shares; 2020Q3: 215 shares; 2020Q4: 214 shares; 2021Q1: 327 shares 327 $24K 0.01% +113 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; 2019Q2: restricted; 2019Q3: 1,928 shares; 2019Q4: 1,928 shares; 2020Q1: 483 shares; 2020Q2: 375 shares; 2020Q3: 375 shares; 2020Q4: 375 shares; 2021Q1: 425 shares 425 $24K 0.01% +50 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 306 shares; 2019Q4: 218 shares; 2020Q1: 217 shares; 2020Q2: 33 shares; 2020Q3: 50 shares; 2020Q4: 50 shares; 2021Q1: 250 shares 250 $24K 0.01% +200 Timeline AAP ADVANCE AUTO PARTS INC More: the full row for ADVANCE AUTO PARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 130 shares; 2020Q4: 130 shares; 2021Q1: 130 shares 130 $24K 0.01% 0 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: 66 shares; 2020Q2: 66 shares; 2020Q3: 66 shares; 2020Q4: 66 shares; 2021Q1: 66 shares 66 $23K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 275 shares; 2020Q3: 275 shares; 2020Q4: 275 shares; 2021Q1: 275 shares 275 $23K 0.01% 0 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; 2019Q2: restricted; 2019Q3: 74 shares; 2019Q4: 74 shares; 2020Q1: 74 shares; 2020Q2: 73 shares; 2020Q3: 71 shares; 2020Q4: 69 shares; 2021Q1: 69 shares 69 $23K 0.01% 0 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 770 shares 770 $23K 0.01% new Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 423 shares; 2019Q4: 351 shares; 2020Q1: 210 shares; 2020Q2: 133 shares; 2020Q3: 83 shares; 2020Q4: 83 shares; 2021Q1: 83 shares 83 $23K 0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 390 shares; 2019Q4: 294 shares; 2020Q1: 297 shares; 2020Q2: 269 shares; 2020Q3: 270 shares; 2020Q4: 231 shares; 2021Q1: 114 shares 114 $23K 0.01% -117 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 2,773 shares; 2019Q4: 2,453 shares; 2020Q1: 1,727 shares; 2020Q2: 1,495 shares; 2020Q3: 1,220 shares; 2020Q4: 1,220 shares; 2021Q1: 865 shares 865 $23K 0.01% -355 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 348 shares; 2019Q4: 348 shares; 2020Q1: 220 shares; 2020Q2: 220 shares; 2020Q3: 220 shares; 2020Q4: 296 shares; 2021Q1: 296 shares 296 $23K 0.01% 0 Timeline GSIE GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,050 shares; 2019Q4: 1,050 shares; 2020Q1: 1,050 shares; 2020Q2: 700 shares; 2020Q3: 700 shares; 2020Q4: 700 shares; 2021Q1: 700 shares 700 $23K 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; 2019Q2: restricted; 2019Q3: 567 shares; 2019Q4: 567 shares; 2020Q1: 475 shares; 2020Q2: 493 shares; 2020Q3: 477 shares; 2020Q4: 396 shares; 2021Q1: 396 shares 396 $22K 0.01% 0 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 186 shares; 2019Q4: 186 shares; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 820 shares 820 $22K 0.01% new Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 32 shares 32 $22K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 112 shares; 2019Q4: 116 shares; 2020Q1: 116 shares; 2020Q2: 27 shares; 2020Q3: 27 shares; 2020Q4: 27 shares; 2021Q1: 372 shares 372 $22K 0.01% +345 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; 2019Q2: restricted; 2019Q3: 4,725 shares; 2019Q4: 4,725 shares; 2020Q1: 150 shares; 2020Q2: 150 shares; 2020Q3: 150 shares; 2020Q4: 150 shares; 2021Q1: 150 shares 150 $22K 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; 2019Q2: restricted; 2019Q3: 260 shares; 2019Q4: 210 shares; 2020Q1: 210 shares; 2020Q2: 210 shares; 2020Q3: 210 shares; 2020Q4: 210 shares; 2021Q1: 210 shares 210 $22K 0.01% 0 Timeline KBA KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 487 shares; 2021Q1: 487 shares 487 $22K 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; 2019Q2: restricted; 2019Q3: 20 shares; 2019Q4: 20 shares; 2020Q1: 20 shares; 2020Q2: 20 shares; 2020Q3: 20 shares; 2020Q4: 20 shares; 2021Q1: 20 shares 20 $22K 0.01% 0 Timeline CCOI COGENT COMM HOLDINGS INC More: the full row for COGENT COMM HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: 320 shares; 2021Q1: 320 shares 320 $22K 0.01% 0 Timeline WCLD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 450 shares 450 $22K 0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 106 shares; 2019Q4: 106 shares; 2020Q1: 106 shares; 2020Q2: 97 shares; 2020Q3: 97 shares; 2020Q4: not reported; 2021Q1: 590 shares 590 $21K 0.01% new Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 120 shares; 2019Q4: 545 shares; 2020Q1: 27 shares; 2020Q2: 20 shares; 2020Q3: 20 shares; 2020Q4: 210 shares; 2021Q1: 210 shares 210 $21K 0.01% 0 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; 2019Q2: restricted; 2019Q3: 232 shares; 2019Q4: 232 shares; 2020Q1: 232 shares; 2020Q2: 162 shares; 2020Q3: 162 shares; 2020Q4: 162 shares; 2021Q1: 162 shares 162 $21K 0.01% 0 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 1,125 shares; 2019Q4: 1,123 shares; 2020Q1: 837 shares; 2020Q2: 547 shares; 2020Q3: 539 shares; 2020Q4: 432 shares; 2021Q1: 213 shares 213 $20K 0.01% -219 Timeline GENERAL ELEC CO GENERAL ELEC CO More: the full row for GENERAL ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 3,461 shares; 2019Q4: 3,498 shares; 2020Q1: 3,734 shares; 2020Q2: 2,314 shares; 2020Q3: 2,315 shares; 2020Q4: 1,554 shares; 2021Q1: 1,554 shares 1,554 $20K 0.01% 0 PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: 917 shares; 2019Q4: 917 shares; 2020Q1: 17 shares; 2020Q2: 155 shares; 2020Q3: 155 shares; 2020Q4: 155 shares; 2021Q1: 255 shares 255 $20K 0.01% +100 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 95 shares; 2020Q4: 95 shares; 2021Q1: 88 shares 88 $20K 0.01% -7 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; 2019Q2: restricted; 2019Q3: 319 shares; 2019Q4: 319 shares; 2020Q1: 297 shares; 2020Q2: 295 shares; 2020Q3: 288 shares; 2020Q4: 266 shares; 2021Q1: 266 shares 266 $20K 0.01% 0 Timeline FTCHQ FARFETCH LTD ORD SH CL A (CYM) More: the full row for FARFETCH LTD ORD SH CL A (CYM) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: not reported; 2020Q4: not reported; 2021Q1: 383 shares 383 $20K 0.01% new Timeline EFNL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: not reported; 2020Q3: 450 shares; 2020Q4: 450 shares; 2021Q1: 450 shares 450 $20K 0.01% 0 Timeline BARCLAYS BANK PLC BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: 90 shares; 2020Q1: not reported; 2020Q2: 515 shares; 2020Q3: 515 shares; 2020Q4: 515 shares; 2021Q1: 515 shares 515 $20K 0.01% 0 OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2019Q2: restricted; 2019Q3: not reported; 2019Q4: not reported; 2020Q1: not reported; 2020Q2: 623 shares; 2020Q3: 441 shares; 2020Q4: 441 shares; 2021Q1: 286 shares 286 $19K 0.01% -155 Timeline