AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 138,651 shares; 2022Q2: 160,196 shares; 2022Q3: 167,075 shares; 2022Q4: 184,411 shares; 2023Q1: 892,938 shares 892,938 $147M 3.86% +708,527 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,098 shares; 2022Q2: 9,208 shares; 2022Q3: 9,925 shares; 2022Q4: 10,376 shares; 2023Q1: 729,622 shares 729,622 $136M 3.57% +719,246 Timeline CEF SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 443,259 shares; 2022Q2: 532,222 shares; 2022Q3: 655,335 shares; 2022Q4: 625,706 shares; 2023Q1: 6,111,573 shares 6,111,573 $116M 3.03% +5,485,867 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 41,166 shares; 2022Q2: 33,564 shares; 2022Q3: 14,244 shares; 2022Q4: 10,016 shares; 2023Q1: 252,158 shares 252,158 $103M 2.71% +242,142 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,869 shares; 2022Q2: 14,630 shares; 2022Q3: 14,999 shares; 2022Q4: 14,406 shares; 2023Q1: 435,294 shares 435,294 $91.8M 2.41% +420,888 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,794 shares; 2022Q2: 7,369 shares; 2022Q3: 5,167 shares; 2022Q4: 4,773 shares; 2023Q1: 592,004 shares 592,004 $81.8M 2.14% +587,231 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 71,682 shares; 2022Q2: 81,731 shares; 2022Q3: 92,971 shares; 2022Q4: 94,061 shares; 2023Q1: 268,119 shares 268,119 $77.3M 2.03% +174,058 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 463,992 shares; 2022Q2: 207,779 shares; 2022Q3: 317,833 shares; 2022Q4: 500,747 shares; 2023Q1: 1,525,466 shares 1,525,466 $77.3M 2.03% +1,024,719 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 44,888 shares; 2022Q2: 45,310 shares; 2022Q3: 44,814 shares; 2022Q4: 35,373 shares; 2023Q1: 156,587 shares 156,587 $64.4M 1.69% +121,214 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 76,403 shares; 2022Q2: 48,848 shares; 2022Q3: 26,716 shares; 2022Q4: 28,223 shares; 2023Q1: 3,954,569 shares 3,954,569 $61.1M 1.6% +3,926,346 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 727,786 shares 727,786 $59.8M 1.57% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,080 shares; 2022Q2: 18,681 shares; 2022Q3: 20,230 shares; 2022Q4: 14,148 shares; 2023Q1: 184,534 shares 184,534 $59.2M 1.55% +170,386 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 67,551 shares; 2022Q2: 42,304 shares; 2022Q3: 73,797 shares; 2022Q4: 70,335 shares; 2023Q1: 150,347 shares 150,347 $56.5M 1.48% +80,012 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,416 shares; 2022Q2: 5,765 shares; 2022Q3: 5,429 shares; 2022Q4: 4,758 shares; 2023Q1: 566,144 shares 566,144 $52.1M 1.37% +561,386 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 448,021 shares 448,021 $45.1M 1.18% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 12,986 shares; 2022Q3: 12,821 shares; 2022Q4: not reported; 2023Q1: 858,899 shares 858,899 $43.2M 1.13% new Timeline BSV 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 39,244 shares; 2022Q2: 33,667 shares; 2022Q3: 25,577 shares; 2022Q4: 19,772 shares; 2023Q1: 475,994 shares 475,994 $36.4M 0.95% +456,222 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,267 shares; 2022Q2: 81,844 shares; 2022Q3: 89,164 shares; 2022Q4: 96,284 shares; 2023Q1: 343,926 shares 343,926 $35.5M 0.93% +247,642 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 46,118 shares; 2022Q2: 50,846 shares; 2022Q3: 62,356 shares; 2022Q4: 75,705 shares; 2023Q1: 668,224 shares 668,224 $32M 0.84% +592,519 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,031 shares; 2022Q2: 1,964 shares; 2022Q3: 1,964 shares; 2022Q4: 1,772 shares; 2023Q1: 173,488 shares 173,488 $31M 0.81% +171,716 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 72,452 shares; 2022Q2: 71,983 shares; 2022Q3: 105,765 shares; 2022Q4: 75,758 shares; 2023Q1: 1,386,741 shares 1,386,741 $30.7M 0.8% +1,310,983 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,189 shares; 2022Q2: 7,444 shares; 2022Q3: 22,128 shares; 2022Q4: 34,730 shares; 2023Q1: 129,832 shares 129,832 $26.9M 0.71% +95,102 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 21,667 shares; 2022Q2: 22,914 shares; 2022Q3: 24,096 shares; 2022Q4: 24,253 shares; 2023Q1: 96,083 shares 96,083 $26.7M 0.7% +71,830 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 46,670 shares; 2022Q2: 61,094 shares; 2022Q3: 38,458 shares; 2022Q4: 26,043 shares; 2023Q1: 285,161 shares 285,161 $26.2M 0.69% +259,118 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,413 shares; 2022Q2: 14,423 shares; 2022Q3: 14,363 shares; 2022Q4: 15,695 shares; 2023Q1: 84,210 shares 84,210 $26M 0.68% +68,515 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 10,988 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 410,470 shares 410,470 $24M 0.63% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 11,816 shares; 2022Q2: 12,924 shares; 2022Q3: 14,281 shares; 2022Q4: 14,576 shares; 2023Q1: 47,009 shares 47,009 $22.2M 0.58% +32,433 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 26,823 shares; 2022Q2: 34,921 shares; 2022Q3: 37,930 shares; 2022Q4: 41,051 shares; 2023Q1: 134,417 shares 134,417 $20.8M 0.55% +93,366 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,794 shares; 2022Q4: 9,909 shares; 2023Q1: 417,741 shares 417,741 $20.7M 0.54% +407,832 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,576 shares; 2022Q2: 16,553 shares; 2022Q3: 7,539 shares; 2022Q4: 14,170 shares; 2023Q1: 112,808 shares 112,808 $20.7M 0.54% +98,638 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 26,454 shares; 2022Q2: 34,267 shares; 2022Q3: 42,733 shares; 2022Q4: 37,431 shares; 2023Q1: 193,620 shares 193,620 $20.6M 0.54% +156,189 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,479 shares; 2022Q2: 2,679 shares; 2022Q3: 61,430 shares; 2022Q4: 56,260 shares; 2023Q1: 191,586 shares 191,586 $19.9M 0.52% +135,326 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,416 shares; 2022Q2: 7,018 shares; 2022Q3: 6,688 shares; 2022Q4: 4,776 shares; 2023Q1: 105,000 shares 105,000 $19.9M 0.52% +100,224 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 194,246 shares 194,246 $19.7M 0.52% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,530 shares; 2022Q2: 8,975 shares; 2022Q3: 9,892 shares; 2022Q4: 10,319 shares; 2023Q1: 57,374 shares 57,374 $19.7M 0.52% +47,055 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,539 shares; 2022Q2: 2,681 shares; 2022Q3: 58,153 shares; 2022Q4: 56,624 shares; 2023Q1: 181,981 shares 181,981 $18.9M 0.49% +125,357 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 11,522 shares; 2022Q2: 5,520 shares; 2022Q3: 5,520 shares; 2022Q4: 12,189 shares; 2023Q1: 281,880 shares 281,880 $18.4M 0.48% +269,691 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 33,744 shares; 2022Q2: 34,613 shares; 2022Q3: 35,237 shares; 2022Q4: 37,339 shares; 2023Q1: 188,407 shares 188,407 $18.2M 0.48% +151,068 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,046 shares; 2022Q2: 3,354 shares; 2022Q3: 4,002 shares; 2022Q4: 4,225 shares; 2023Q1: 31,016 shares 31,016 $17.9M 0.47% +26,791 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 116,988 shares 116,988 $17.8M 0.47% new Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 347,330 shares 347,330 $17.7M 0.46% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,973 shares; 2022Q2: 26,029 shares; 2022Q3: 27,671 shares; 2022Q4: 34,886 shares; 2023Q1: 79,981 shares 79,981 $17M 0.44% +45,095 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 24,063 shares; 2022Q2: 29,923 shares; 2022Q3: 38,579 shares; 2022Q4: 41,785 shares; 2023Q1: 153,566 shares 153,566 $16.8M 0.44% +111,781 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,692 shares; 2022Q2: 22,414 shares; 2022Q3: 26,356 shares; 2022Q4: 26,977 shares; 2023Q1: 103,057 shares 103,057 $16.4M 0.43% +76,080 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,800 shares; 2022Q2: 9,380 shares; 2022Q3: 8,852 shares; 2022Q4: 6,443 shares; 2023Q1: 76,517 shares 76,517 $15.6M 0.41% +70,074 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,700 shares; 2022Q2: 1,701 shares; 2022Q3: 6,867 shares; 2022Q4: 1,698 shares; 2023Q1: 101,983 shares 101,983 $14.7M 0.39% +100,285 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,433 shares; 2022Q2: 14,525 shares; 2022Q3: 16,656 shares; 2022Q4: 17,582 shares; 2023Q1: 49,887 shares 49,887 $14.7M 0.39% +32,305 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 215,315 shares 215,315 $13.8M 0.36% new Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,098 shares; 2022Q2: 45,909 shares; 2022Q3: 12,828 shares; 2022Q4: 10,495 shares; 2023Q1: 141,293 shares 141,293 $13.2M 0.35% +130,798 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,084 shares; 2022Q2: 6,808 shares; 2022Q3: 8,853 shares; 2022Q4: 9,443 shares; 2023Q1: 51,833 shares 51,833 $13.1M 0.34% +42,390 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,634 shares; 2022Q2: 1,785 shares; 2022Q3: 2,296 shares; 2022Q4: 2,835 shares; 2023Q1: 45,633 shares 45,633 $13M 0.34% +42,798 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,086 shares; 2022Q2: 29,536 shares; 2022Q3: 33,694 shares; 2022Q4: 37,207 shares; 2023Q1: 99,004 shares 99,004 $12.9M 0.34% +61,797 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,389 shares; 2022Q2: 8,028 shares; 2022Q3: 9,921 shares; 2022Q4: 11,707 shares; 2023Q1: 257,381 shares 257,381 $12.9M 0.34% +245,674 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 19,170 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 43,400 shares; 2023Q1: 266,625 shares 266,625 $12.8M 0.34% +223,225 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 778,300 shares 778,300 $12.7M 0.33% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,608 shares; 2022Q2: 22,093 shares; 2022Q3: 18,892 shares; 2022Q4: 16,889 shares; 2023Q1: 165,159 shares 165,159 $12.3M 0.32% +148,270 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 19,786 shares; 2022Q2: 23,559 shares; 2022Q3: 29,497 shares; 2022Q4: 28,211 shares; 2023Q1: 82,769 shares 82,769 $12.3M 0.32% +54,558 Timeline IVOL KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 541,236 shares 541,236 $12.3M 0.32% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,829 shares; 2022Q2: 6,663 shares; 2022Q3: 6,268 shares; 2022Q4: 4,664 shares; 2023Q1: 78,307 shares 78,307 $12.1M 0.32% +73,643 Timeline KWEB KRANESHARES TRUST More: the full row for KRANESHARES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 49,007 shares; 2022Q3: 26,603 shares; 2022Q4: not reported; 2023Q1: 385,295 shares 385,295 $12M 0.32% new Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 181,877 shares 181,877 $12M 0.31% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,555 shares; 2022Q2: 20,953 shares; 2022Q3: 25,161 shares; 2022Q4: 25,880 shares; 2023Q1: 53,153 shares 53,153 $12M 0.31% +27,273 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,841 shares; 2022Q2: 6,841 shares; 2022Q3: 6,841 shares; 2022Q4: 6,759 shares; 2023Q1: 78,436 shares 78,436 $11.9M 0.31% +71,677 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,119 shares; 2022Q2: 5,172 shares; 2022Q3: 4,749 shares; 2022Q4: 3,129 shares; 2023Q1: 47,827 shares 47,827 $11.9M 0.31% +44,698 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 113,507 shares 113,507 $11.7M 0.31% new Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 21,310 shares; 2022Q2: 24,697 shares; 2022Q3: 25,196 shares; 2022Q4: 25,203 shares; 2023Q1: 109,245 shares 109,245 $11.1M 0.29% +84,042 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,440 shares; 2022Q2: 28,446 shares; 2022Q3: 31,760 shares; 2022Q4: 30,652 shares; 2023Q1: 67,105 shares 67,105 $10.9M 0.29% +36,453 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 982 shares; 2022Q2: 1,417 shares; 2022Q3: 1,459 shares; 2022Q4: 1,731 shares; 2023Q1: 54,531 shares 54,531 $10.8M 0.28% +52,800 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 75,580 shares; 2022Q2: 54,420 shares; 2022Q3: 44,753 shares; 2022Q4: 50,374 shares; 2023Q1: 268,668 shares 268,668 $10.8M 0.28% +218,294 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 158,109 shares 158,109 $10.7M 0.28% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,948 shares; 2022Q2: 8,031 shares; 2022Q3: 8,983 shares; 2022Q4: 9,165 shares; 2023Q1: 16,587 shares 16,587 $10.6M 0.28% +7,422 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 13,403 shares; 2022Q2: 13,558 shares; 2022Q3: 18,824 shares; 2022Q4: 13,490 shares; 2023Q1: 104,066 shares 104,066 $10.4M 0.27% +90,576 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,497 shares; 2022Q2: 5,766 shares; 2022Q3: 4,935 shares; 2022Q4: 4,385 shares; 2023Q1: 76,871 shares 76,871 $10.3M 0.27% +72,486 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,995 shares; 2022Q2: 22,977 shares; 2022Q3: 27,216 shares; 2022Q4: 31,238 shares; 2023Q1: 69,861 shares 69,861 $10.3M 0.27% +38,623 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 44,588 shares 44,588 $10M 0.26% new Timeline FYT FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,042 shares; 2022Q4: not reported; 2023Q1: 217,262 shares 217,262 $9.93M 0.26% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,685 shares; 2022Q2: 8,217 shares; 2022Q3: 7,861 shares; 2022Q4: 8,422 shares; 2023Q1: 26,853 shares 26,853 $9.76M 0.26% +18,431 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,405 shares; 2022Q2: 2,349 shares; 2022Q3: 2,304 shares; 2022Q4: 2,450 shares; 2023Q1: 26,957 shares 26,957 $9.6M 0.25% +24,507 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 783 shares; 2022Q2: 445 shares; 2022Q3: 1,004 shares; 2022Q4: 994 shares; 2023Q1: 11,681 shares 11,681 $9.6M 0.25% +10,687 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 704 shares; 2022Q2: 889 shares; 2022Q3: 1,044 shares; 2022Q4: 1,205 shares; 2023Q1: 19,428 shares 19,428 $9.43M 0.25% +18,223 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,929 shares; 2022Q2: 4,929 shares; 2022Q3: 4,929 shares; 2022Q4: 4,929 shares; 2023Q1: 101,489 shares 101,489 $9.42M 0.25% +96,560 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 37,761 shares; 2022Q2: 45,566 shares; 2022Q3: 47,872 shares; 2022Q4: 44,156 shares; 2023Q1: 151,416 shares 151,416 $9.39M 0.25% +107,260 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 959 shares; 2022Q2: 959 shares; 2022Q3: 959 shares; 2022Q4: 1,531 shares; 2023Q1: 37,197 shares 37,197 $9.09M 0.24% +35,666 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 62,792 shares; 2022Q2: 73,135 shares; 2022Q3: 99,851 shares; 2022Q4: 103,421 shares; 2023Q1: 173,573 shares 173,573 $9.07M 0.24% +70,152 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 50,207 shares; 2022Q2: 92,155 shares; 2022Q3: 24,845 shares; 2022Q4: 85,008 shares; 2023Q1: 183,444 shares 183,444 $8.95M 0.23% +98,436 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 121,528 shares; 2022Q2: 166,903 shares; 2022Q3: 229,764 shares; 2022Q4: 209,490 shares; 2023Q1: 460,306 shares 460,306 $8.86M 0.23% +250,816 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 339,109 shares 339,109 $8.56M 0.22% new Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 369,196 shares 369,196 $8.51M 0.22% new Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,112 shares; 2022Q2: 6,368 shares; 2022Q3: 6,509 shares; 2022Q4: 4,699 shares; 2023Q1: 33,616 shares 33,616 $8.41M 0.22% +28,917 Timeline VHT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,265 shares; 2022Q2: 2,365 shares; 2022Q3: 2,465 shares; 2022Q4: 2,285 shares; 2023Q1: 34,973 shares 34,973 $8.34M 0.22% +32,688 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,291 shares; 2022Q2: 13,940 shares; 2022Q3: 14,385 shares; 2022Q4: 15,786 shares; 2023Q1: 45,585 shares 45,585 $8.31M 0.22% +29,799 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,960 shares; 2022Q2: 6,179 shares; 2022Q3: 7,655 shares; 2022Q4: 8,550 shares; 2023Q1: 29,416 shares 29,416 $8.22M 0.22% +20,866 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,671 shares; 2022Q2: 8,159 shares; 2022Q3: 5,846 shares; 2022Q4: 4,086 shares; 2023Q1: 82,291 shares 82,291 $8.17M 0.21% +78,205 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,862 shares; 2022Q2: 2,084 shares; 2022Q3: 3,126 shares; 2022Q4: 3,718 shares; 2023Q1: 58,381 shares 58,381 $8.08M 0.21% +54,663 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,969 shares; 2022Q2: 4,333 shares; 2022Q3: 4,927 shares; 2022Q4: 4,944 shares; 2023Q1: 16,068 shares 16,068 $7.98M 0.21% +11,124 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 76,397 shares; 2022Q2: 3,230 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 111,232 shares 111,232 $7.96M 0.21% new Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,646 shares; 2022Q4: not reported; 2023Q1: 85,789 shares 85,789 $7.76M 0.2% new Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 327,450 shares 327,450 $7.59M 0.2% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 47,368 shares; 2022Q2: 58,899 shares; 2022Q3: 64,298 shares; 2022Q4: 63,890 shares; 2023Q1: 185,492 shares 185,492 $7.57M 0.2% +121,602 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 28,993 shares; 2022Q2: 64,399 shares; 2022Q3: 20,567 shares; 2022Q4: 20,168 shares; 2023Q1: 70,164 shares 70,164 $7.45M 0.2% +49,996 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 80,587 shares; 2022Q2: 78,724 shares; 2022Q3: 78,391 shares; 2022Q4: 6,408 shares; 2023Q1: 80,108 shares 80,108 $7.43M 0.19% +73,700 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,911 shares; 2022Q2: 3,540 shares; 2022Q3: 7,794 shares; 2022Q4: 7,969 shares; 2023Q1: 34,934 shares 34,934 $7.42M 0.19% +26,965 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 24,081 shares; 2022Q2: 30,636 shares; 2022Q3: 34,825 shares; 2022Q4: 34,743 shares; 2023Q1: 75,233 shares 75,233 $7.32M 0.19% +40,490 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 980 shares; 2022Q2: 1,378 shares; 2022Q3: 1,525 shares; 2022Q4: 2,161 shares; 2023Q1: 31,996 shares 31,996 $7.31M 0.19% +29,835 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,597 shares; 2022Q4: 1,822 shares; 2023Q1: 45,554 shares 45,554 $7.29M 0.19% +43,732 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,203 shares; 2022Q2: 3,202 shares; 2022Q3: 3,374 shares; 2022Q4: not reported; 2023Q1: 101,532 shares 101,532 $7.26M 0.19% new Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,047 shares; 2022Q2: 3,520 shares; 2022Q3: 3,933 shares; 2022Q4: 3,364 shares; 2023Q1: 43,508 shares 43,508 $7.24M 0.19% +40,144 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 231,306 shares 231,306 $7.22M 0.19% new Timeline URTH ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 59,657 shares 59,657 $7.02M 0.18% new Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,732 shares; 2022Q2: 15,829 shares; 2022Q3: 17,233 shares; 2022Q4: 14,428 shares; 2023Q1: 98,623 shares 98,623 $6.9M 0.18% +84,195 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,532 shares; 2022Q2: 64,122 shares; 2022Q3: 71,237 shares; 2022Q4: 44,845 shares; 2023Q1: 61,293 shares 61,293 $6.77M 0.18% +16,448 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,651 shares; 2022Q2: 9,001 shares; 2022Q3: 10,087 shares; 2022Q4: 8,519 shares; 2023Q1: 33,842 shares 33,842 $6.57M 0.17% +25,323 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 25,902 shares; 2022Q2: 27,590 shares; 2022Q3: 30,553 shares; 2022Q4: 31,193 shares; 2023Q1: 79,198 shares 79,198 $6.56M 0.17% +48,005 Timeline MPLX MPLX LP More: the full row for MPLX LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 189,637 shares 189,637 $6.53M 0.17% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 31,722 shares; 2022Q2: 30,477 shares; 2022Q3: 44,558 shares; 2022Q4: 33,389 shares; 2023Q1: 165,125 shares 165,125 $6.42M 0.17% +131,736 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 196,957 shares 196,957 $6.37M 0.17% new Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,826 shares; 2022Q2: 6,214 shares; 2022Q3: 6,897 shares; 2022Q4: 6,412 shares; 2023Q1: 18,426 shares 18,426 $6.37M 0.17% +12,014 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 114,909 shares 114,909 $6.34M 0.17% new Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 318,679 shares; 2022Q2: 198,549 shares; 2022Q3: 46,561 shares; 2022Q4: 36,212 shares; 2023Q1: 197,325 shares 197,325 $6.34M 0.17% +161,113 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,651 shares; 2022Q2: 3,660 shares; 2022Q3: 3,903 shares; 2022Q4: 4,465 shares; 2023Q1: 27,499 shares 27,499 $6.29M 0.16% +23,034 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 61,291 shares; 2022Q2: 105,865 shares; 2022Q3: 43,122 shares; 2022Q4: 38,674 shares; 2023Q1: 128,136 shares 128,136 $6.22M 0.16% +89,462 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,490 shares; 2022Q2: 7,714 shares; 2022Q3: 7,288 shares; 2022Q4: 6,219 shares; 2023Q1: 25,581 shares 25,581 $6.18M 0.16% +19,362 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,812 shares; 2022Q2: 6,261 shares; 2022Q3: 8,136 shares; 2022Q4: 7,315 shares; 2023Q1: 30,865 shares 30,865 $6.17M 0.16% +23,550 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 963 shares; 2022Q3: 1,032 shares; 2022Q4: 1,030 shares; 2023Q1: 26,506 shares 26,506 $6.08M 0.16% +25,476 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,697 shares; 2022Q2: 9,093 shares; 2022Q3: 9,431 shares; 2022Q4: 43,204 shares; 2023Q1: 111,121 shares 111,121 $6.04M 0.16% +67,917 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,624 shares; 2022Q2: 6,161 shares; 2022Q3: not reported; 2022Q4: 8,225 shares; 2023Q1: 171,747 shares 171,747 $6M 0.16% +163,522 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 72,083 shares; 2022Q2: 138,609 shares; 2022Q3: 60,710 shares; 2022Q4: 48,313 shares; 2023Q1: 89,558 shares 89,558 $5.99M 0.16% +41,245 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,219 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 80,274 shares 80,274 $5.93M 0.16% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 151,179 shares 151,179 $5.74M 0.15% new Timeline IDEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 90,461 shares; 2023Q1: 92,007 shares 92,007 $5.56M 0.15% +1,546 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,493 shares; 2022Q2: 4,586 shares; 2022Q3: not reported; 2022Q4: 5,343 shares; 2023Q1: 96,492 shares 96,492 $5.55M 0.15% +91,149 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,701 shares; 2022Q2: 9,933 shares; 2022Q3: 12,821 shares; 2022Q4: 12,100 shares; 2023Q1: 43,247 shares 43,247 $5.52M 0.14% +31,147 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,427 shares; 2022Q2: 2,962 shares; 2022Q3: 3,154 shares; 2022Q4: 3,500 shares; 2023Q1: 8,039 shares 8,039 $5.47M 0.14% +4,539 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,006 shares; 2022Q2: 17,338 shares; 2022Q3: 14,702 shares; 2022Q4: 14,625 shares; 2023Q1: 34,192 shares 34,192 $5.44M 0.14% +19,567 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,006 shares; 2022Q2: 10,483 shares; 2022Q3: 14,657 shares; 2022Q4: 12,545 shares; 2023Q1: 41,303 shares 41,303 $5.41M 0.14% +28,758 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,394 shares; 2022Q2: 29,451 shares; 2022Q3: 32,200 shares; 2022Q4: 28,816 shares; 2023Q1: 179,812 shares 179,812 $5.37M 0.14% +150,996 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 32,271 shares; 2022Q2: 40,403 shares; 2022Q3: 50,378 shares; 2022Q4: 48,475 shares; 2023Q1: 56,984 shares 56,984 $5.24M 0.14% +8,509 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,929 shares; 2022Q2: 20,661 shares; 2022Q3: 26,552 shares; 2022Q4: 37,772 shares; 2023Q1: 64,299 shares 64,299 $5.18M 0.14% +26,527 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 50,656 shares; 2022Q2: 65,814 shares; 2022Q3: 72,807 shares; 2022Q4: 85,724 shares; 2023Q1: 180,512 shares 180,512 $5.16M 0.14% +94,788 Timeline DXJ WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 71,492 shares 71,492 $5.06M 0.13% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 51,798 shares; 2022Q2: 60,868 shares; 2022Q3: 61,048 shares; 2022Q4: 60,368 shares; 2023Q1: 132,588 shares 132,588 $5.03M 0.13% +72,220 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,660 shares; 2022Q2: 12,703 shares; 2022Q3: 13,061 shares; 2022Q4: 14,102 shares; 2023Q1: 50,790 shares 50,790 $4.98M 0.13% +36,688 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,624 shares; 2022Q2: 1,892 shares; 2022Q3: 2,026 shares; 2022Q4: 2,421 shares; 2023Q1: 25,936 shares 25,936 $4.98M 0.13% +23,515 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,849 shares; 2022Q2: 16,878 shares; 2022Q3: 20,911 shares; 2022Q4: 17,905 shares; 2023Q1: 47,672 shares 47,672 $4.96M 0.13% +29,767 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,066 shares; 2022Q2: 6,293 shares; 2022Q3: 6,851 shares; 2022Q4: 6,237 shares; 2023Q1: 50,019 shares 50,019 $4.96M 0.13% +43,782 Timeline VDE VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 43,236 shares 43,236 $4.94M 0.13% new Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 30,349 shares; 2022Q2: 77,745 shares; 2022Q3: 42,257 shares; 2022Q4: 23,089 shares; 2023Q1: 49,557 shares 49,557 $4.94M 0.13% +26,468 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 14,981 shares; 2022Q2: 14,081 shares; 2022Q3: 17,224 shares; 2022Q4: 19,256 shares; 2023Q1: 52,963 shares 52,963 $4.92M 0.13% +33,707 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 85,276 shares 85,276 $4.9M 0.13% new Timeline SPTI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 7,405 shares; 2022Q3: 7,761 shares; 2022Q4: 7,711 shares; 2023Q1: 166,948 shares 166,948 $4.83M 0.13% +159,237 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,479 shares; 2022Q2: 11,765 shares; 2022Q3: 13,333 shares; 2022Q4: 12,875 shares; 2023Q1: 28,250 shares 28,250 $4.71M 0.12% +15,375 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 91,047 shares 91,047 $4.7M 0.12% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,880 shares; 2022Q2: 10,980 shares; 2022Q3: 14,765 shares; 2022Q4: 7,904 shares; 2023Q1: 124,191 shares 124,191 $4.66M 0.12% +116,287 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,231 shares; 2022Q2: 5,323 shares; 2022Q3: 6,225 shares; 2022Q4: 6,475 shares; 2023Q1: 20,926 shares 20,926 $4.66M 0.12% +14,451 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,235 shares; 2022Q2: 11,828 shares; 2022Q3: 11,223 shares; 2022Q4: 12,415 shares; 2023Q1: 24,268 shares 24,268 $4.64M 0.12% +11,853 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 242,180 shares; 2022Q2: 232,816 shares; 2022Q3: 228,403 shares; 2022Q4: 160,373 shares; 2023Q1: 108,019 shares 108,019 $4.56M 0.12% -52,354 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,158 shares; 2022Q2: 20,470 shares; 2022Q3: 23,685 shares; 2022Q4: 29,217 shares; 2023Q1: 65,627 shares 65,627 $4.55M 0.12% +36,410 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,671 shares; 2022Q2: 21,184 shares; 2022Q3: 24,031 shares; 2022Q4: 22,238 shares; 2023Q1: 48,437 shares 48,437 $4.51M 0.12% +26,199 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 119,180 shares 119,180 $4.49M 0.12% new Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,317 shares; 2022Q2: 27,893 shares; 2022Q3: 32,873 shares; 2022Q4: 34,142 shares; 2023Q1: 64,427 shares 64,427 $4.47M 0.12% +30,285 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,806 shares; 2022Q2: 2,221 shares; 2022Q3: 2,714 shares; 2022Q4: 3,242 shares; 2023Q1: 13,662 shares 13,662 $4.47M 0.12% +10,420 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,071 shares; 2022Q2: 3,591 shares; 2022Q3: 3,521 shares; 2022Q4: 3,677 shares; 2023Q1: 9,444 shares 9,444 $4.46M 0.12% +5,767 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 105,756 shares 105,756 $4.43M 0.12% new Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 180,236 shares 180,236 $4.36M 0.11% new Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37,226 shares 37,226 $4.36M 0.11% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,613 shares; 2022Q2: 5,179 shares; 2022Q3: 5,819 shares; 2022Q4: 6,218 shares; 2023Q1: 21,771 shares 21,771 $4.35M 0.11% +15,553 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 117,355 shares; 2022Q2: 86,909 shares; 2022Q3: 129,566 shares; 2022Q4: not reported; 2023Q1: 95,854 shares 95,854 $4.33M 0.11% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,845 shares; 2022Q2: 7,260 shares; 2022Q3: 11,107 shares; 2022Q4: 7,386 shares; 2023Q1: 124,895 shares 124,895 $4.32M 0.11% +117,509 RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 11,848 shares; 2022Q2: 14,851 shares; 2022Q3: 16,637 shares; 2022Q4: 18,147 shares; 2023Q1: 43,645 shares 43,645 $4.27M 0.11% +25,498 Timeline JPIB 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 90,060 shares 90,060 $4.27M 0.11% new Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 99,606 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 107,979 shares 107,979 $4.26M 0.11% new Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,765 shares; 2022Q2: 5,851 shares; 2022Q3: 6,786 shares; 2022Q4: 6,557 shares; 2023Q1: 60,256 shares 60,256 $4.2M 0.11% +53,699 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,672 shares; 2022Q2: 10,039 shares; 2022Q3: 11,868 shares; 2022Q4: 13,021 shares; 2023Q1: 47,781 shares 47,781 $4.2M 0.11% +34,760 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 104,689 shares 104,689 $4.12M 0.11% new Timeline URNM SPROTT FDS TR More: the full row for SPROTT FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 131,290 shares 131,290 $4.12M 0.11% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,821 shares; 2022Q2: 4,212 shares; 2022Q3: 13,797 shares; 2022Q4: 12,030 shares; 2023Q1: 65,669 shares 65,669 $4.1M 0.11% +53,639 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,501 shares 11,501 $4.09M 0.11% new Timeline EWS ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 205,574 shares 205,574 $4.08M 0.11% new Timeline TRP TC ENERGY CORP More: the full row for TC ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 9,857 shares; 2022Q3: 12,533 shares; 2022Q4: 12,529 shares; 2023Q1: 104,633 shares 104,633 $4.07M 0.11% +92,104 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 47,175 shares; 2022Q2: 51,840 shares; 2022Q3: 70,153 shares; 2022Q4: 71,903 shares; 2023Q1: 74,588 shares 74,588 $4.06M 0.11% +2,685 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,350 shares; 2022Q2: 6,296 shares; 2022Q3: 6,376 shares; 2022Q4: 4,738 shares; 2023Q1: 10,090 shares 10,090 $4.03M 0.11% +5,352 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,357 shares; 2022Q2: 5,705 shares; 2022Q3: 9,516 shares; 2022Q4: 4,043 shares; 2023Q1: 45,536 shares 45,536 $4M 0.1% +41,493 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,945 shares; 2022Q2: 9,817 shares; 2022Q3: 10,133 shares; 2022Q4: 11,170 shares; 2023Q1: 32,592 shares 32,592 $4M 0.1% +21,422 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,766 shares; 2022Q2: 9,829 shares; 2022Q3: 6,171 shares; 2022Q4: 15,154 shares; 2023Q1: 30,772 shares 30,772 $3.98M 0.1% +15,618 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,205 shares; 2022Q2: 4,137 shares; 2022Q3: 3,451 shares; 2022Q4: 4,894 shares; 2023Q1: 10,270 shares 10,270 $3.96M 0.1% +5,376 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,527 shares; 2022Q2: 15,032 shares; 2022Q3: 22,739 shares; 2022Q4: 24,114 shares; 2023Q1: 51,034 shares 51,034 $3.93M 0.1% +26,920 Timeline JEPI 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 7,091 shares; 2022Q3: 10,927 shares; 2022Q4: 11,454 shares; 2023Q1: 71,931 shares 71,931 $3.93M 0.1% +60,477 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 19,321 shares; 2022Q3: 31,818 shares; 2022Q4: 31,402 shares; 2023Q1: 490,859 shares 490,859 $3.93M 0.1% +459,457 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,868 shares; 2023Q1: 162,182 shares 162,182 $3.91M 0.1% +148,314 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 33,305 shares; 2022Q2: 3,801 shares; 2022Q3: 8,421 shares; 2022Q4: 4,053 shares; 2023Q1: 25,810 shares 25,810 $3.9M 0.1% +21,757 Timeline EDR ENDEAVOR GROUP HLDGS INC More: the full row for ENDEAVOR GROUP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 160,658 shares 160,658 $3.84M 0.1% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,135 shares; 2022Q2: 14,939 shares; 2022Q3: 21,513 shares; 2022Q4: 23,691 shares; 2023Q1: 31,088 shares 31,088 $3.82M 0.1% +7,397 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,967 shares; 2022Q2: 7,874 shares; 2022Q3: 9,331 shares; 2022Q4: 9,952 shares; 2023Q1: 20,306 shares 20,306 $3.78M 0.1% +10,354 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40,325 shares 40,325 $3.77M 0.1% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 113,061 shares; 2022Q2: 58,575 shares; 2022Q3: 113,998 shares; 2022Q4: 29,433 shares; 2023Q1: 92,766 shares 92,766 $3.75M 0.1% +63,333 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 33,617 shares; 2022Q2: 57,901 shares; 2022Q3: 21,627 shares; 2022Q4: 15,880 shares; 2023Q1: 41,080 shares 41,080 $3.74M 0.1% +25,200 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 25,830 shares; 2022Q2: 26,868 shares; 2022Q3: 36,113 shares; 2022Q4: 27,446 shares; 2023Q1: 93,003 shares 93,003 $3.74M 0.1% +65,557 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 40,551 shares 40,551 $3.67M 0.1% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 26,952 shares; 2022Q2: 35,790 shares; 2022Q3: 41,975 shares; 2022Q4: 37,972 shares; 2023Q1: 60,365 shares 60,365 $3.64M 0.1% +22,393 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 39,524 shares 39,524 $3.63M 0.1% new Timeline ABBNY ABB LTD-SPON ADR More: the full row for ABB LTD-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 24,335 shares; 2022Q2: 27,836 shares; 2022Q3: 30,762 shares; 2022Q4: 26,484 shares; 2023Q1: 105,319 shares 105,319 $3.61M 0.09% +78,835 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,159 shares; 2022Q2: 10,732 shares; 2022Q3: 13,004 shares; 2022Q4: 10,534 shares; 2023Q1: 37,292 shares 37,292 $3.6M 0.09% +26,758 Timeline HTRB HARTFORD FDS EXCHANGE TRADED More: the full row for HARTFORD FDS EXCHANGE TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 74,161 shares; 2022Q2: 57,036 shares; 2022Q3: 82,293 shares; 2022Q4: 83,959 shares; 2023Q1: 105,534 shares 105,534 $3.59M 0.09% +21,575 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,101 shares; 2022Q2: 16,889 shares; 2022Q3: 18,681 shares; 2022Q4: 17,337 shares; 2023Q1: 35,909 shares 35,909 $3.56M 0.09% +18,572 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 18,371 shares; 2022Q2: 10,154 shares; 2022Q3: 12,106 shares; 2022Q4: 23,584 shares; 2023Q1: 59,935 shares 59,935 $3.54M 0.09% +36,351 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,143 shares; 2022Q2: 6,717 shares; 2022Q3: 8,341 shares; 2022Q4: 6,698 shares; 2023Q1: 17,528 shares 17,528 $3.53M 0.09% +10,830 Timeline ABM ABM INDS INC More: the full row for ABM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 78,223 shares 78,223 $3.52M 0.09% new Timeline IGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73,480 shares 73,480 $3.5M 0.09% new Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 69,573 shares 69,573 $3.39M 0.09% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,917 shares; 2022Q2: 8,283 shares; 2022Q3: 9,068 shares; 2022Q4: 11,092 shares; 2023Q1: 35,402 shares 35,402 $3.38M 0.09% +24,310 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 21,221 shares; 2022Q2: 28,095 shares; 2022Q3: 28,768 shares; 2022Q4: 28,468 shares; 2023Q1: 75,839 shares 75,839 $3.38M 0.09% +47,371 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 94,737 shares; 2022Q2: 139,211 shares; 2022Q3: 205,486 shares; 2022Q4: 280,335 shares; 2023Q1: 248,783 shares 248,783 $3.35M 0.09% -31,552 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 45,167 shares; 2022Q2: 42,129 shares; 2022Q3: 23,161 shares; 2022Q4: 23,068 shares; 2023Q1: 103,102 shares 103,102 $3.31M 0.09% +80,034 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 13,656 shares; 2022Q2: 19,227 shares; 2022Q3: 20,656 shares; 2022Q4: 19,162 shares; 2023Q1: 22,297 shares 22,297 $3.28M 0.09% +3,135 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,345 shares; 2022Q2: 9,410 shares; 2022Q3: 9,932 shares; 2022Q4: 8,824 shares; 2023Q1: 61,878 shares 61,878 $3.25M 0.09% +53,054 Timeline CGW 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 13,165 shares; 2022Q4: 13,693 shares; 2023Q1: 64,905 shares 64,905 $3.24M 0.08% +51,212 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 119,119 shares; 2022Q2: 156,288 shares; 2022Q3: 191,635 shares; 2022Q4: 198,361 shares; 2023Q1: 195,905 shares 195,905 $3.23M 0.08% -2,456 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,250 shares; 2022Q2: 4,124 shares; 2022Q3: 4,875 shares; 2022Q4: 5,080 shares; 2023Q1: 10,237 shares 10,237 $3.23M 0.08% +5,157 Timeline OILK PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 42,067 shares; 2023Q1: 74,944 shares 74,944 $3.18M 0.08% +32,877 Timeline BUNGE LTD BUNGE LTD More: the full row for BUNGE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 27,926 shares; 2022Q2: 25,902 shares; 2022Q3: 28,279 shares; 2022Q4: 28,819 shares; 2023Q1: 33,302 shares 33,302 $3.18M 0.08% +4,483 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 248,757 shares 248,757 $3.17M 0.08% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,260 shares; 2022Q2: 4,662 shares; 2022Q3: 5,051 shares; 2022Q4: 5,198 shares; 2023Q1: 19,152 shares 19,152 $3.16M 0.08% +13,954 Timeline BLACK KNIGHT INC COM BLACK KNIGHT INC COM More: the full row for BLACK KNIGHT INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,470 shares; 2023Q1: 54,632 shares 54,632 $3.14M 0.08% +51,162 DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,634 shares; 2022Q2: 2,159 shares; 2022Q3: 2,559 shares; 2022Q4: 3,381 shares; 2023Q1: 7,528 shares 7,528 $3.11M 0.08% +4,147 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 59,403 shares; 2022Q2: 44,451 shares; 2022Q3: 40,978 shares; 2022Q4: 41,397 shares; 2023Q1: 88,743 shares 88,743 $3.09M 0.08% +47,346 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,286 shares; 2022Q2: 6,427 shares; 2022Q3: 6,626 shares; 2022Q4: 6,846 shares; 2023Q1: 10,750 shares 10,750 $3.07M 0.08% +3,904 Timeline UAA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 316,731 shares 316,731 $3.01M 0.08% new Timeline APARTMENT INCOME REIT CORP APARTMENT INCOME REIT CORP More: the full row for APARTMENT INCOME REIT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 83,601 shares 83,601 $2.99M 0.08% new CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,611 shares; 2022Q2: 2,272 shares; 2022Q3: 2,809 shares; 2022Q4: 2,823 shares; 2023Q1: 14,057 shares 14,057 $2.95M 0.08% +11,234 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,360 shares; 2022Q2: 5,172 shares; 2022Q3: 5,699 shares; 2022Q4: 6,781 shares; 2023Q1: 17,736 shares 17,736 $2.94M 0.08% +10,955 Timeline VSS 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,364 shares; 2023Q1: 26,887 shares 26,887 $2.94M 0.08% +23,523 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,434 shares; 2022Q2: 3,891 shares; 2022Q3: 4,381 shares; 2022Q4: 4,126 shares; 2023Q1: 9,293 shares 9,293 $2.93M 0.08% +5,167 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,752 shares; 2022Q2: 11,762 shares; 2022Q3: 12,150 shares; 2022Q4: 13,702 shares; 2023Q1: 59,515 shares 59,515 $2.92M 0.08% +45,813 Timeline FRTY THE ALGER ETF TRUST More: the full row for THE ALGER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 163,800 shares; 2022Q2: 187,384 shares; 2022Q3: 204,199 shares; 2022Q4: 206,330 shares; 2023Q1: 238,256 shares 238,256 $2.9M 0.08% +31,926 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,698 shares; 2022Q2: 2,767 shares; 2022Q3: 3,204 shares; 2022Q4: 3,421 shares; 2023Q1: 6,222 shares 6,222 $2.87M 0.08% +2,801 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,798 shares; 2022Q2: 27,987 shares; 2022Q3: 33,267 shares; 2022Q4: 38,886 shares; 2023Q1: 226,741 shares 226,741 $2.86M 0.07% +187,855 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 73,961 shares 73,961 $2.84M 0.07% new Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 53,561 shares; 2022Q2: 26,381 shares; 2022Q3: 64,423 shares; 2022Q4: not reported; 2023Q1: 47,679 shares 47,679 $2.84M 0.07% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,235 shares; 2022Q2: 14,435 shares; 2022Q3: 18,425 shares; 2022Q4: 16,820 shares; 2023Q1: 37,915 shares 37,915 $2.82M 0.07% +21,095 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,428 shares; 2022Q2: 6,401 shares; 2022Q3: 7,094 shares; 2022Q4: 7,938 shares; 2023Q1: 26,802 shares 26,802 $2.82M 0.07% +18,864 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 50,298 shares 50,298 $2.78M 0.07% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,556 shares; 2022Q2: 1,771 shares; 2022Q3: 1,954 shares; 2022Q4: 2,454 shares; 2023Q1: 16,597 shares 16,597 $2.76M 0.07% +14,143 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,278 shares; 2022Q2: 8,257 shares; 2022Q3: 6,648 shares; 2022Q4: 7,507 shares; 2023Q1: 16,881 shares 16,881 $2.75M 0.07% +9,374 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,650 shares; 2022Q2: 12,329 shares; 2022Q3: 8,556 shares; 2022Q4: 13,840 shares; 2023Q1: 32,103 shares 32,103 $2.74M 0.07% +18,263 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 56,512 shares 56,512 $2.71M 0.07% new Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,840 shares; 2022Q2: 2,956 shares; 2022Q3: 3,315 shares; 2022Q4: 3,183 shares; 2023Q1: 27,126 shares 27,126 $2.71M 0.07% +23,943 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 43,892 shares; 2022Q2: 55,724 shares; 2022Q3: 97,066 shares; 2022Q4: 36,303 shares; 2023Q1: 82,821 shares 82,821 $2.71M 0.07% +46,518 Timeline BKLN 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 128,683 shares 128,683 $2.68M 0.07% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 36,560 shares 36,560 $2.67M 0.07% new Timeline FISR SSGA ACTIVE TR More: the full row for SSGA ACTIVE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 589,364 shares; 2022Q2: 491,099 shares; 2022Q3: 143,433 shares; 2022Q4: 109,057 shares; 2023Q1: 100,966 shares 100,966 $2.66M 0.07% -8,091 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 35,739 shares; 2022Q2: 35,364 shares; 2022Q3: 35,726 shares; 2022Q4: 24,099 shares; 2023Q1: 16,592 shares 16,592 $2.63M 0.07% -7,507 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,990 shares; 2022Q2: 8,333 shares; 2022Q3: 5,954 shares; 2022Q4: 12,163 shares; 2023Q1: 20,674 shares 20,674 $2.62M 0.07% +8,511 Timeline VPL VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 13,733 shares; 2023Q1: 38,224 shares 38,224 $2.59M 0.07% +24,491 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 98,466 shares 98,466 $2.58M 0.07% new Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 80,532 shares 80,532 $2.57M 0.07% new Timeline ICOW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 86,496 shares 86,496 $2.56M 0.07% new Timeline IOO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,868 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 36,478 shares 36,478 $2.56M 0.07% new Timeline SOUTHWESTERN ENERGY CO SOUTHWESTERN ENERGY CO More: the full row for SOUTHWESTERN ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 509,103 shares 509,103 $2.55M 0.07% new SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 31,093 shares; 2022Q2: 32,276 shares; 2022Q3: 30,057 shares; 2022Q4: 30,926 shares; 2023Q1: 45,862 shares 45,862 $2.54M 0.07% +14,936 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 13,658 shares; 2022Q2: 18,900 shares; 2022Q3: 25,196 shares; 2022Q4: 28,939 shares; 2023Q1: 67,779 shares 67,779 $2.53M 0.07% +38,840 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 143,172 shares 143,172 $2.53M 0.07% new Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 49,686 shares 49,686 $2.53M 0.07% new Timeline WOOF PETCO HEALTH & WELLNESS CO I More: the full row for PETCO HEALTH & WELLNESS CO I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 281,199 shares 281,199 $2.53M 0.07% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,891 shares; 2022Q2: 5,278 shares; 2022Q3: 5,747 shares; 2022Q4: 5,980 shares; 2023Q1: 13,195 shares 13,195 $2.53M 0.07% +7,215 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,115 shares; 2022Q2: 2,470 shares; 2022Q3: 2,565 shares; 2022Q4: 2,772 shares; 2023Q1: 7,284 shares 7,284 $2.51M 0.07% +4,512 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 11,198 shares; 2022Q2: 15,763 shares; 2022Q3: 16,282 shares; 2022Q4: 18,719 shares; 2023Q1: 28,652 shares 28,652 $2.5M 0.07% +9,933 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 832 shares; 2022Q2: 809 shares; 2022Q3: 809 shares; 2022Q4: 809 shares; 2023Q1: 6,421 shares 6,421 $2.47M 0.06% +5,612 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,522 shares; 2022Q2: 5,605 shares; 2022Q3: 7,206 shares; 2022Q4: 7,862 shares; 2023Q1: 12,442 shares 12,442 $2.45M 0.06% +4,580 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 15,796 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,813 shares 10,813 $2.45M 0.06% new Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,266 shares; 2022Q2: 5,518 shares; 2022Q3: 6,099 shares; 2022Q4: 6,370 shares; 2023Q1: 18,287 shares 18,287 $2.45M 0.06% +11,917 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,537 shares; 2023Q1: 26,743 shares 26,743 $2.44M 0.06% +21,206 Timeline MDU MDU RES GROUP INC More: the full row for MDU RES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 40,480 shares; 2022Q2: 50,951 shares; 2022Q3: 61,469 shares; 2022Q4: 73,119 shares; 2023Q1: 79,696 shares 79,696 $2.43M 0.06% +6,577 Timeline NOK NOKIA CORP More: the full row for NOKIA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 260,183 shares; 2022Q2: 327,637 shares; 2022Q3: 394,247 shares; 2022Q4: 419,694 shares; 2023Q1: 493,695 shares 493,695 $2.42M 0.06% +74,001 Timeline GREK GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 79,591 shares 79,591 $2.42M 0.06% new Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 42,738 shares; 2022Q2: 29,999 shares; 2022Q3: 30,052 shares; 2022Q4: 27,897 shares; 2023Q1: 38,181 shares 38,181 $2.4M 0.06% +10,284 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 14,938 shares; 2022Q2: 18,920 shares; 2022Q3: 25,927 shares; 2022Q4: 22,640 shares; 2023Q1: 50,770 shares 50,770 $2.38M 0.06% +28,130 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,423 shares; 2022Q2: 11,261 shares; 2022Q3: 14,671 shares; 2022Q4: 13,721 shares; 2023Q1: 28,677 shares 28,677 $2.38M 0.06% +14,956 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,295 shares; 2022Q2: 1,576 shares; 2022Q3: 1,976 shares; 2022Q4: 1,976 shares; 2023Q1: 3,536 shares 3,536 $2.37M 0.06% +1,560 VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 11,928 shares 11,928 $2.32M 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,252 shares; 2022Q2: 1,649 shares; 2022Q3: 2,051 shares; 2022Q4: 2,035 shares; 2023Q1: 5,196 shares 5,196 $2.32M 0.06% +3,161 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,153 shares; 2022Q2: 3,119 shares; 2022Q3: 2,558 shares; 2022Q4: 3,240 shares; 2023Q1: 5,017 shares 5,017 $2.31M 0.06% +1,777 Timeline UGI UGI CORP NEW More: the full row for UGI CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 36,140 shares; 2022Q2: 45,371 shares; 2022Q3: 54,903 shares; 2022Q4: 57,425 shares; 2023Q1: 66,279 shares 66,279 $2.3M 0.06% +8,854 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,963 shares; 2022Q2: 13,325 shares; 2022Q3: 15,185 shares; 2022Q4: 13,550 shares; 2023Q1: 32,547 shares 32,547 $2.26M 0.06% +18,997 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 23,446 shares; 2022Q2: 30,432 shares; 2022Q3: 40,160 shares; 2022Q4: 39,874 shares; 2023Q1: 55,355 shares 55,355 $2.26M 0.06% +15,481 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 82,584 shares; 2022Q3: 88,490 shares; 2022Q4: 91,507 shares; 2023Q1: 96,297 shares 96,297 $2.26M 0.06% +4,790 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 274 shares; 2022Q2: 362 shares; 2022Q3: 384 shares; 2022Q4: 514 shares; 2023Q1: 842 shares 842 $2.23M 0.06% +328 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 32,854 shares; 2022Q2: 31,546 shares; 2022Q3: 29,149 shares; 2022Q4: 30,374 shares; 2023Q1: 74,466 shares 74,466 $2.23M 0.06% +44,092 Timeline VIRT VIRTU FINL INC More: the full row for VIRTU FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 117,863 shares 117,863 $2.23M 0.06% new Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 99,267 shares; 2022Q2: 120,071 shares; 2022Q3: 152,705 shares; 2022Q4: 180,771 shares; 2023Q1: 185,065 shares 185,065 $2.21M 0.06% +4,294 Timeline MUNI PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 42,221 shares 42,221 $2.21M 0.06% new Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 28,069 shares 28,069 $2.2M 0.06% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,685 shares; 2022Q2: 4,053 shares; 2022Q3: 8,594 shares; 2022Q4: 9,488 shares; 2023Q1: 16,275 shares 16,275 $2.19M 0.06% +6,787 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 260,667 shares 260,667 $2.17M 0.06% new Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 44,335 shares 44,335 $2.14M 0.06% new Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 22,069 shares; 2022Q2: 28,763 shares; 2022Q3: 32,787 shares; 2022Q4: 39,083 shares; 2023Q1: 46,659 shares 46,659 $2.14M 0.06% +7,576 Timeline GDXJ VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 54,019 shares 54,019 $2.13M 0.06% new Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,371 shares; 2022Q2: 9,869 shares; 2022Q3: 10,263 shares; 2022Q4: 11,121 shares; 2023Q1: 18,524 shares 18,524 $2.12M 0.06% +7,403 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 36,562 shares; 2022Q3: 76,484 shares; 2022Q4: 109,343 shares; 2023Q1: 140,335 shares 140,335 $2.12M 0.06% +30,992 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,277 shares; 2022Q2: 9,436 shares; 2022Q3: 9,543 shares; 2022Q4: 10,363 shares; 2023Q1: 14,906 shares 14,906 $2.1M 0.06% +4,543 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 13,283 shares; 2022Q2: 12,553 shares; 2022Q3: 12,802 shares; 2022Q4: 14,219 shares; 2023Q1: 31,988 shares 31,988 $2.09M 0.05% +17,769 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,879 shares 5,879 $2.09M 0.05% new Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 23,671 shares; 2022Q3: 20,642 shares; 2022Q4: not reported; 2023Q1: 30,747 shares 30,747 $2.08M 0.05% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 890 shares; 2022Q2: 4,016 shares; 2022Q3: 4,004 shares; 2022Q4: 5,033 shares; 2023Q1: 17,911 shares 17,911 $2.08M 0.05% +12,878 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,067 shares; 2022Q4: 1,250 shares; 2023Q1: 8,148 shares 8,148 $2.07M 0.05% +6,898 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,260 shares; 2022Q4: 13,171 shares; 2023Q1: 65,303 shares 65,303 $2.07M 0.05% +52,132 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 25,223 shares; 2022Q2: 26,777 shares; 2022Q3: 24,261 shares; 2022Q4: 27,125 shares; 2023Q1: 35,745 shares 35,745 $2.06M 0.05% +8,620 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,777 shares; 2022Q2: 4,857 shares; 2022Q3: 4,967 shares; 2022Q4: 6,483 shares; 2023Q1: 16,501 shares 16,501 $2.06M 0.05% +10,018 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,957 shares; 2022Q2: 5,758 shares; 2022Q3: 7,186 shares; 2022Q4: 8,394 shares; 2023Q1: 12,004 shares 12,004 $2.06M 0.05% +3,610 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,983 shares; 2022Q2: 8,184 shares; 2022Q3: 9,553 shares; 2022Q4: 10,757 shares; 2023Q1: 29,194 shares 29,194 $2.04M 0.05% +18,437 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 24,832 shares; 2023Q1: 38,789 shares 38,789 $2.01M 0.05% +13,957 CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,561 shares; 2022Q2: 1,220 shares; 2022Q3: 1,343 shares; 2022Q4: not reported; 2023Q1: 14,570 shares 14,570 $2M 0.05% new Timeline FCTR 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 68,568 shares; 2022Q2: 70,406 shares; 2022Q3: 73,536 shares; 2022Q4: 60,973 shares; 2023Q1: 72,331 shares 72,331 $1.98M 0.05% +11,358 Timeline SPHR SPHERE ENTERTAINMENT CO More: the full row for SPHERE ENTERTAINMENT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 33,520 shares 33,520 $1.98M 0.05% new Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,268 shares; 2022Q2: 1,489 shares; 2022Q3: 1,677 shares; 2022Q4: 1,781 shares; 2023Q1: 4,254 shares 4,254 $1.98M 0.05% +2,473 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,645 shares; 2022Q2: 3,327 shares; 2022Q3: 4,182 shares; 2022Q4: 3,977 shares; 2023Q1: 9,670 shares 9,670 $1.98M 0.05% +5,693 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,585 shares; 2022Q4: 2,185 shares; 2023Q1: 12,617 shares 12,617 $1.95M 0.05% +10,432 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,610 shares; 2022Q2: 3,181 shares; 2022Q3: 3,558 shares; 2022Q4: 3,838 shares; 2023Q1: 7,987 shares 7,987 $1.94M 0.05% +4,149 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,615 shares; 2022Q2: 6,855 shares; 2022Q3: 7,284 shares; 2022Q4: 7,858 shares; 2023Q1: 14,720 shares 14,720 $1.94M 0.05% +6,862 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 991 shares; 2022Q2: 1,068 shares; 2022Q3: 1,228 shares; 2022Q4: 1,506 shares; 2023Q1: 2,695 shares 2,695 $1.94M 0.05% +1,189 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 64,729 shares; 2022Q2: 85,030 shares; 2022Q3: 133,010 shares; 2022Q4: 157,874 shares; 2023Q1: 175,794 shares 175,794 $1.94M 0.05% +17,920 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,022 shares; 2022Q2: 4,132 shares; 2022Q3: 4,778 shares; 2022Q4: 4,767 shares; 2023Q1: 13,828 shares 13,828 $1.93M 0.05% +9,061 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,827 shares; 2022Q2: 9,739 shares; 2022Q3: 6,228 shares; 2022Q4: not reported; 2023Q1: 41,786 shares 41,786 $1.93M 0.05% new Timeline SA SEABRIDGE GOLD INC More: the full row for SEABRIDGE GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 148,797 shares 148,797 $1.93M 0.05% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 23,041 shares; 2022Q3: 40,202 shares; 2022Q4: 38,813 shares; 2023Q1: 59,001 shares 59,001 $1.92M 0.05% +20,188 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,789 shares; 2022Q2: 6,478 shares; 2022Q3: 8,547 shares; 2022Q4: 7,583 shares; 2023Q1: 14,932 shares 14,932 $1.9M 0.05% +7,349 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,274 shares; 2022Q2: 8,520 shares; 2022Q3: 11,812 shares; 2022Q4: 10,999 shares; 2023Q1: 20,088 shares 20,088 $1.9M 0.05% +9,089 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,126 shares; 2022Q2: 3,126 shares; 2022Q3: 5,436 shares; 2022Q4: 5,686 shares; 2023Q1: 7,832 shares 7,832 $1.87M 0.05% +2,146 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 622 shares; 2022Q2: 796 shares; 2022Q3: 947 shares; 2022Q4: 997 shares; 2023Q1: 3,336 shares 3,336 $1.87M 0.05% +2,339 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,596 shares; 2022Q2: 5,640 shares; 2022Q3: 7,257 shares; 2022Q4: 6,048 shares; 2023Q1: 13,844 shares 13,844 $1.86M 0.05% +7,796 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,536 shares; 2022Q2: 8,541 shares; 2022Q3: 6,863 shares; 2022Q4: 6,560 shares; 2023Q1: 19,041 shares 19,041 $1.84M 0.05% +12,481 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 42,769 shares; 2022Q2: 25,198 shares; 2022Q3: 23,869 shares; 2022Q4: 19,102 shares; 2023Q1: 27,274 shares 27,274 $1.82M 0.05% +8,172 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,403 shares; 2022Q2: 2,059 shares; 2022Q3: 2,706 shares; 2022Q4: 2,865 shares; 2023Q1: 6,290 shares 6,290 $1.81M 0.05% +3,425 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19,498 shares 19,498 $1.81M 0.05% new Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,448 shares; 2022Q2: 5,411 shares; 2022Q3: 5,844 shares; 2022Q4: 6,481 shares; 2023Q1: 24,750 shares 24,750 $1.8M 0.05% +18,269 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,809 shares; 2022Q2: 6,146 shares; 2022Q3: 7,920 shares; 2022Q4: 9,262 shares; 2023Q1: 22,968 shares 22,968 $1.8M 0.05% +13,706 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,033 shares; 2022Q2: 7,889 shares; 2022Q3: 8,799 shares; 2022Q4: 8,210 shares; 2023Q1: 12,201 shares 12,201 $1.77M 0.05% +3,991 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 64,956 shares; 2022Q3: 16,078 shares; 2022Q4: 5,811 shares; 2023Q1: 16,935 shares 16,935 $1.77M 0.05% +11,124 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,359 shares; 2022Q2: 4,000 shares; 2022Q3: 3,965 shares; 2022Q4: 4,168 shares; 2023Q1: 7,764 shares 7,764 $1.77M 0.05% +3,596 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,893 shares; 2022Q2: 2,387 shares; 2022Q3: 2,812 shares; 2022Q4: 3,008 shares; 2023Q1: 6,914 shares 6,914 $1.77M 0.05% +3,906 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,973 shares; 2022Q2: 11,568 shares; 2022Q3: 9,824 shares; 2022Q4: 11,019 shares; 2023Q1: 19,249 shares 19,249 $1.75M 0.05% +8,230 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 46,841 shares 46,841 $1.75M 0.05% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 20,018 shares; 2022Q2: 23,186 shares; 2022Q3: 28,662 shares; 2022Q4: 29,355 shares; 2023Q1: 49,826 shares 49,826 $1.75M 0.05% +20,471 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,948 shares; 2022Q2: 6,520 shares; 2022Q3: 10,352 shares; 2022Q4: 7,284 shares; 2023Q1: 23,029 shares 23,029 $1.75M 0.05% +15,745 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,339 shares; 2022Q2: 1,485 shares; 2022Q3: 1,606 shares; 2022Q4: 2,073 shares; 2023Q1: 3,486 shares 3,486 $1.74M 0.05% +1,413 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 41,710 shares; 2022Q2: 51,739 shares; 2022Q3: 42,122 shares; 2022Q4: 32,862 shares; 2023Q1: 39,051 shares 39,051 $1.73M 0.05% +6,189 Timeline VNM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 141,022 shares 141,022 $1.72M 0.05% new Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 54,298 shares; 2022Q2: 54,010 shares; 2022Q3: 64,671 shares; 2022Q4: 68,108 shares; 2023Q1: 108,761 shares 108,761 $1.72M 0.04% +40,653 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 51,070 shares; 2022Q2: 46,746 shares; 2022Q3: 44,082 shares; 2022Q4: 39,744 shares; 2023Q1: 41,199 shares 41,199 $1.68M 0.04% +1,455 Timeline SCHZ SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,077 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 35,549 shares 35,549 $1.67M 0.04% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,777 shares; 2023Q1: 16,463 shares 16,463 $1.67M 0.04% +9,686 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,314 shares; 2022Q2: 12,458 shares; 2022Q3: 9,200 shares; 2022Q4: 4,064 shares; 2023Q1: 19,943 shares 19,943 $1.66M 0.04% +15,879 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,623 shares; 2022Q2: 9,518 shares; 2022Q3: 17,946 shares; 2022Q4: 12,957 shares; 2023Q1: 45,121 shares 45,121 $1.66M 0.04% +32,164 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,740 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 32,620 shares 32,620 $1.64M 0.04% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 29,347 shares; 2022Q2: 28,853 shares; 2022Q3: 29,790 shares; 2022Q4: 34,176 shares; 2023Q1: 36,322 shares 36,322 $1.64M 0.04% +2,146 Timeline YSEP FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 76,758 shares; 2023Q1: 84,376 shares 84,376 $1.62M 0.04% +7,618 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4,049 shares; 2022Q4: not reported; 2023Q1: 24,734 shares 24,734 $1.62M 0.04% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 792 shares; 2022Q2: 448 shares; 2022Q3: 549 shares; 2022Q4: 657 shares; 2023Q1: 1,901 shares 1,901 $1.61M 0.04% +1,244 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,773 shares 5,773 $1.6M 0.04% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,737 shares; 2023Q1: 15,007 shares 15,007 $1.59M 0.04% +12,270 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 16,930 shares; 2022Q2: 17,191 shares; 2022Q3: 18,020 shares; 2022Q4: 18,611 shares; 2023Q1: 21,751 shares 21,751 $1.59M 0.04% +3,140 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,365 shares; 2022Q2: 2,837 shares; 2022Q3: 5,032 shares; 2022Q4: 5,261 shares; 2023Q1: 9,254 shares 9,254 $1.59M 0.04% +3,993 Timeline XME SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 29,762 shares 29,762 $1.58M 0.04% new Timeline IVOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 20,086 shares 20,086 $1.58M 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,410 shares; 2022Q2: 4,946 shares; 2022Q3: 6,031 shares; 2022Q4: 6,100 shares; 2023Q1: 10,988 shares 10,988 $1.57M 0.04% +4,888 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,763 shares; 2022Q2: 4,894 shares; 2022Q3: 3,136 shares; 2022Q4: 2,700 shares; 2023Q1: 16,580 shares 16,580 $1.57M 0.04% +13,880 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,207 shares; 2022Q2: 12,612 shares; 2022Q3: 9,691 shares; 2022Q4: 9,353 shares; 2023Q1: 16,370 shares 16,370 $1.57M 0.04% +7,017 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 18,473 shares 18,473 $1.56M 0.04% new Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 126 shares; 2022Q2: 178 shares; 2022Q3: 195 shares; 2022Q4: 326 shares; 2023Q1: 636 shares 636 $1.56M 0.04% +310 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,151 shares; 2022Q2: 14,027 shares; 2022Q3: 15,914 shares; 2022Q4: 13,234 shares; 2023Q1: 24,548 shares 24,548 $1.55M 0.04% +11,314 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,128 shares; 2022Q2: 2,183 shares; 2022Q3: 2,430 shares; 2022Q4: 3,524 shares; 2023Q1: 6,081 shares 6,081 $1.55M 0.04% +2,557 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,095 shares; 2022Q2: 11,527 shares; 2022Q3: 12,283 shares; 2022Q4: 11,539 shares; 2023Q1: 52,621 shares 52,621 $1.54M 0.04% +41,082 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,146 shares; 2022Q2: 10,269 shares; 2022Q3: 12,740 shares; 2022Q4: 9,609 shares; 2023Q1: 49,685 shares 49,685 $1.54M 0.04% +40,076 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,650 shares; 2022Q2: 5,814 shares; 2022Q3: 6,578 shares; 2022Q4: 5,885 shares; 2023Q1: 7,607 shares 7,607 $1.54M 0.04% +1,722 STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 13,550 shares 13,550 $1.53M 0.04% new Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 312 shares; 2022Q2: 383 shares; 2022Q3: 446 shares; 2022Q4: 645 shares; 2023Q1: 1,001 shares 1,001 $1.53M 0.04% +356 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 61,727 shares 61,727 $1.53M 0.04% new OKTA OKTA INC More: the full row for OKTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17,721 shares 17,721 $1.53M 0.04% new Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,834 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,013 shares; 2023Q1: 24,643 shares 24,643 $1.53M 0.04% +9,630 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,493 shares; 2022Q2: 6,801 shares; 2022Q3: 8,204 shares; 2022Q4: 8,672 shares; 2023Q1: 30,114 shares 30,114 $1.52M 0.04% +21,442 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 11,343 shares; 2022Q2: 15,252 shares; 2022Q3: 19,455 shares; 2022Q4: 20,917 shares; 2023Q1: 26,257 shares 26,257 $1.52M 0.04% +5,340 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,704 shares; 2022Q2: 2,748 shares; 2022Q3: 3,189 shares; 2022Q4: 3,276 shares; 2023Q1: 11,463 shares 11,463 $1.52M 0.04% +8,187 SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,866 shares; 2022Q2: 4,553 shares; 2022Q3: 4,534 shares; 2022Q4: 4,616 shares; 2023Q1: 19,630 shares 19,630 $1.52M 0.04% +15,014 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,382 shares; 2022Q2: 11,982 shares; 2022Q3: 20,108 shares; 2022Q4: 20,381 shares; 2023Q1: 27,610 shares 27,610 $1.51M 0.04% +7,229 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,240 shares; 2022Q2: 5,672 shares; 2022Q3: 6,524 shares; 2022Q4: 7,024 shares; 2023Q1: 17,613 shares 17,613 $1.51M 0.04% +10,589 AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,160 shares; 2022Q2: 4,311 shares; 2022Q3: 3,987 shares; 2022Q4: 5,060 shares; 2023Q1: 7,880 shares 7,880 $1.51M 0.04% +2,820 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,910 shares; 2022Q2: 4,601 shares; 2022Q3: 5,691 shares; 2022Q4: 6,629 shares; 2023Q1: 17,028 shares 17,028 $1.51M 0.04% +10,399 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 15,792 shares; 2022Q2: 21,272 shares; 2022Q3: 36,717 shares; 2022Q4: 30,637 shares; 2023Q1: 41,683 shares 41,683 $1.5M 0.04% +11,046 Timeline SHOCKWAVE MED INC SHOCKWAVE MED INC More: the full row for SHOCKWAVE MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,278 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,876 shares 6,876 $1.49M 0.04% new IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 3,898 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 10,787 shares 10,787 $1.48M 0.04% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,391 shares; 2023Q1: 14,131 shares 14,131 $1.44M 0.04% +11,740 Timeline GHC GRAHAM HLDGS CO More: the full row for GRAHAM HLDGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 2,422 shares 2,422 $1.44M 0.04% new Timeline FTRI 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 87,456 shares; 2022Q3: 95,336 shares; 2022Q4: 91,422 shares; 2023Q1: 108,687 shares 108,687 $1.44M 0.04% +17,265 Timeline DYLD TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 63,907 shares 63,907 $1.44M 0.04% new Timeline GXC SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 17,415 shares 17,415 $1.43M 0.04% new Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,276 shares; 2022Q2: 1,859 shares; 2022Q3: 1,929 shares; 2022Q4: 1,623 shares; 2023Q1: 5,851 shares 5,851 $1.42M 0.04% +4,228 Timeline JMST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 28,644 shares; 2022Q2: not reported; 2022Q3: 10,474 shares; 2022Q4: 6,832 shares; 2023Q1: 27,823 shares 27,823 $1.41M 0.04% +20,991 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,360 shares; 2022Q2: 3,443 shares; 2022Q3: 4,318 shares; 2022Q4: 4,795 shares; 2023Q1: 9,755 shares 9,755 $1.41M 0.04% +4,960 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,435 shares; 2022Q2: 5,574 shares; 2022Q3: 4,606 shares; 2022Q4: 4,164 shares; 2023Q1: 9,546 shares 9,546 $1.4M 0.04% +5,382 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 3 shares 3 $1.4M 0.04% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,207 shares; 2022Q2: 1,239 shares; 2022Q3: 1,344 shares; 2022Q4: 1,433 shares; 2023Q1: 2,624 shares 2,624 $1.39M 0.04% +1,191 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,460 shares; 2022Q2: 2,767 shares; 2022Q3: 3,189 shares; 2022Q4: 3,403 shares; 2023Q1: 5,600 shares 5,600 $1.39M 0.04% +2,197 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,660 shares; 2022Q2: 2,800 shares; 2022Q3: 2,980 shares; 2022Q4: 3,407 shares; 2023Q1: 7,092 shares 7,092 $1.38M 0.04% +3,685 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 32,118 shares 32,118 $1.37M 0.04% new Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,581 shares; 2022Q2: 5,007 shares; 2022Q3: 4,812 shares; 2022Q4: 4,708 shares; 2023Q1: 6,503 shares 6,503 $1.35M 0.04% +1,795 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12,267 shares 12,267 $1.34M 0.04% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,882 shares; 2022Q2: 5,295 shares; 2022Q3: 12,076 shares; 2022Q4: 11,599 shares; 2023Q1: 17,874 shares 17,874 $1.34M 0.04% +6,275 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 14,955 shares; 2022Q2: 17,861 shares; 2022Q3: 19,716 shares; 2022Q4: 15,095 shares; 2023Q1: 22,247 shares 22,247 $1.34M 0.04% +7,152 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,916 shares; 2022Q2: 4,923 shares; 2022Q3: 5,718 shares; 2022Q4: 6,810 shares; 2023Q1: 16,192 shares 16,192 $1.32M 0.03% +9,382 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,465 shares; 2022Q4: 10,631 shares; 2023Q1: 15,286 shares 15,286 $1.32M 0.03% +4,655 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,547 shares; 2022Q2: 6,576 shares; 2022Q3: 7,718 shares; 2022Q4: 8,170 shares; 2023Q1: 10,932 shares 10,932 $1.32M 0.03% +2,762 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 31,223 shares 31,223 $1.31M 0.03% new Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,754 shares; 2022Q2: 7,065 shares; 2022Q3: 7,285 shares; 2022Q4: 5,604 shares; 2023Q1: 16,417 shares 16,417 $1.3M 0.03% +10,813 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 981 shares 981 $1.29M 0.03% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 6,039 shares; 2022Q4: 6,837 shares; 2023Q1: 15,156 shares 15,156 $1.27M 0.03% +8,319 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,723 shares; 2022Q2: 3,527 shares; 2022Q3: 7,899 shares; 2022Q4: 7,827 shares; 2023Q1: 23,417 shares 23,417 $1.26M 0.03% +15,590 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,442 shares; 2022Q2: 10,433 shares; 2022Q3: 12,419 shares; 2022Q4: 13,604 shares; 2023Q1: 24,105 shares 24,105 $1.26M 0.03% +10,501 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 24,949 shares 24,949 $1.25M 0.03% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 334 shares; 2022Q2: 326 shares; 2022Q3: 467 shares; 2022Q4: 472 shares; 2023Q1: 733 shares 733 $1.25M 0.03% +261 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 5,195 shares; 2022Q3: 13,858 shares; 2022Q4: 8,133 shares; 2023Q1: 32,600 shares 32,600 $1.24M 0.03% +24,467 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,158 shares; 2022Q4: 4,952 shares; 2023Q1: 11,735 shares 11,735 $1.24M 0.03% +6,783 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 58,704 shares 58,704 $1.24M 0.03% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,801 shares; 2022Q2: 2,361 shares; 2022Q3: 2,577 shares; 2022Q4: 3,013 shares; 2023Q1: 8,043 shares 8,043 $1.24M 0.03% +5,030 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,527 shares; 2022Q2: 8,736 shares; 2022Q3: 4,371 shares; 2022Q4: 6,554 shares; 2023Q1: 12,490 shares 12,490 $1.23M 0.03% +5,936 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 273,925 shares; 2022Q2: 217,448 shares; 2022Q3: 47,800 shares; 2022Q4: 34,583 shares; 2023Q1: 30,723 shares 30,723 $1.23M 0.03% -3,860 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,159 shares; 2022Q2: 6,989 shares; 2022Q3: 7,385 shares; 2022Q4: 9,445 shares; 2023Q1: 26,923 shares 26,923 $1.23M 0.03% +17,478 Timeline VNLA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,668 shares; 2022Q2: 4,335 shares; 2022Q3: 4,335 shares; 2022Q4: 4,382 shares; 2023Q1: 25,761 shares 25,761 $1.23M 0.03% +21,379 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,565 shares 6,565 $1.22M 0.03% new Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,316 shares; 2022Q2: 1,485 shares; 2022Q3: 3,945 shares; 2022Q4: 2,764 shares; 2023Q1: 3,988 shares 3,988 $1.22M 0.03% +1,224 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 8,428 shares; 2022Q2: 10,034 shares; 2022Q3: 11,346 shares; 2022Q4: 11,638 shares; 2023Q1: 15,678 shares 15,678 $1.22M 0.03% +4,040 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 944 shares; 2022Q2: 1,102 shares; 2022Q3: 1,364 shares; 2022Q4: 2,304 shares; 2023Q1: 3,605 shares 3,605 $1.21M 0.03% +1,301 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,070 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 19,801 shares 19,801 $1.21M 0.03% new Timeline OPER ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,707 shares; 2022Q4: not reported; 2023Q1: 12,027 shares 12,027 $1.2M 0.03% new Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 2,977 shares; 2022Q3: 4,012 shares; 2022Q4: 3,858 shares; 2023Q1: 17,701 shares 17,701 $1.19M 0.03% +13,843 Timeline SPAB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 116,872 shares; 2022Q2: 162,331 shares; 2022Q3: 49,030 shares; 2022Q4: 53,617 shares; 2023Q1: 46,187 shares 46,187 $1.19M 0.03% -7,430 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 16,977 shares 16,977 $1.19M 0.03% new Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,509 shares; 2023Q1: 9,545 shares 9,545 $1.19M 0.03% +7,036 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,067 shares; 2022Q2: 1,168 shares; 2022Q3: 1,822 shares; 2022Q4: 1,077 shares; 2023Q1: 3,561 shares 3,561 $1.18M 0.03% +2,484 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,130 shares 22,130 $1.18M 0.03% new Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 45,589 shares 45,589 $1.18M 0.03% new Timeline VAW VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 6,637 shares 6,637 $1.18M 0.03% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,762 shares; 2022Q2: 5,626 shares; 2022Q3: 5,460 shares; 2022Q4: 6,026 shares; 2023Q1: 20,934 shares 20,934 $1.17M 0.03% +14,908 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 6,278 shares; 2022Q2: 8,882 shares; 2022Q3: 20,967 shares; 2022Q4: 18,941 shares; 2023Q1: 22,081 shares 22,081 $1.17M 0.03% +3,140 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,634 shares; 2023Q1: 5,105 shares 5,105 $1.15M 0.03% +1,471 Timeline FUMB FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 57,209 shares 57,209 $1.14M 0.03% new Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,285 shares; 2022Q2: 1,494 shares; 2022Q3: 2,540 shares; 2022Q4: 1,831 shares; 2023Q1: 2,954 shares 2,954 $1.14M 0.03% +1,123 Timeline MASONITE INTERNATIONAL CORP MASONITE INTERNATIONAL CORP More: the full row for MASONITE INTERNATIONAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 12,480 shares 12,480 $1.13M 0.03% new CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,315 shares; 2022Q4: 2,277 shares; 2023Q1: 12,133 shares 12,133 $1.13M 0.03% +9,856 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,584 shares; 2022Q2: 1,682 shares; 2022Q3: 2,030 shares; 2022Q4: 2,443 shares; 2023Q1: 4,262 shares 4,262 $1.12M 0.03% +1,819 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 8,748 shares; 2022Q4: not reported; 2023Q1: 22,775 shares 22,775 $1.12M 0.03% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 47,553 shares; 2022Q2: 46,113 shares; 2022Q3: 33,569 shares; 2022Q4: 28,269 shares; 2023Q1: 42,092 shares 42,092 $1.12M 0.03% +13,823 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,750 shares 4,750 $1.12M 0.03% new Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 794 shares; 2022Q2: 1,062 shares; 2022Q3: 1,356 shares; 2022Q4: 1,369 shares; 2023Q1: 3,070 shares 3,070 $1.12M 0.03% +1,701 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,649 shares; 2022Q2: 4,375 shares; 2022Q3: 6,200 shares; 2022Q4: 7,260 shares; 2023Q1: 17,907 shares 17,907 $1.12M 0.03% +10,647 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,424 shares; 2022Q2: 2,919 shares; 2022Q3: 1,208 shares; 2022Q4: 1,336 shares; 2023Q1: 3,650 shares 3,650 $1.12M 0.03% +2,314 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,091 shares; 2022Q2: 2,855 shares; 2022Q3: 2,911 shares; 2022Q4: 3,324 shares; 2023Q1: 6,726 shares 6,726 $1.11M 0.03% +3,402 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 10,227 shares; 2022Q2: 10,331 shares; 2022Q3: 10,069 shares; 2022Q4: 9,290 shares; 2023Q1: 10,661 shares 10,661 $1.11M 0.03% +1,371 Timeline BV BRIGHTVIEW HLDGS INC More: the full row for BRIGHTVIEW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 197,451 shares 197,451 $1.11M 0.03% new Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 8,934 shares 8,934 $1.11M 0.03% new Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 2,480 shares; 2022Q3: not reported; 2022Q4: 2,481 shares; 2023Q1: 9,816 shares 9,816 $1.1M 0.03% +7,335 LSAF TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 36,138 shares 36,138 $1.1M 0.03% new Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,469 shares; 2022Q2: 1,727 shares; 2022Q3: 1,965 shares; 2022Q4: 1,978 shares; 2023Q1: 5,178 shares 5,178 $1.1M 0.03% +3,200 Timeline IVLU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 69,646 shares; 2022Q2: 58,861 shares; 2022Q3: 54,935 shares; 2022Q4: 48,405 shares; 2023Q1: 44,000 shares 44,000 $1.09M 0.03% -4,405 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 22,548 shares 22,548 $1.08M 0.03% new Timeline MSM MSC INDL DIRECT INC More: the full row for MSC INDL DIRECT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,035 shares; 2022Q2: 4,457 shares; 2022Q3: 4,272 shares; 2022Q4: 4,833 shares; 2023Q1: 12,866 shares 12,866 $1.08M 0.03% +8,033 Timeline BTU PEABODY ENGR CORP More: the full row for PEABODY ENGR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 42,214 shares 42,214 $1.08M 0.03% new Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 69,450 shares 69,450 $1.08M 0.03% new Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 40,597 shares; 2022Q2: 108,072 shares; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 9,909 shares 9,909 $1.07M 0.03% new Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 3,183 shares; 2022Q2: 3,191 shares; 2022Q3: 3,463 shares; 2022Q4: 3,743 shares; 2023Q1: 6,865 shares 6,865 $1.06M 0.03% +3,122 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,336 shares; 2022Q2: 9,579 shares; 2022Q3: 10,632 shares; 2022Q4: 11,270 shares; 2023Q1: 15,815 shares 15,815 $1.06M 0.03% +4,545 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 804 shares; 2022Q2: 854 shares; 2022Q3: 2,856 shares; 2022Q4: 2,527 shares; 2023Q1: 5,283 shares 5,283 $1.06M 0.03% +2,756 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,319 shares; 2022Q2: 3,208 shares; 2022Q3: 4,494 shares; 2022Q4: 5,119 shares; 2023Q1: 7,892 shares 7,892 $1.05M 0.03% +2,773 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,752 shares; 2022Q2: 3,251 shares; 2022Q3: 4,159 shares; 2022Q4: 4,491 shares; 2023Q1: 9,314 shares 9,314 $1.05M 0.03% +4,823 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 9,211 shares; 2022Q2: 9,219 shares; 2022Q3: 9,811 shares; 2022Q4: 14,965 shares; 2023Q1: 20,883 shares 20,883 $1.05M 0.03% +5,918 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 186,091 shares; 2022Q2: 89,721 shares; 2022Q3: 18,537 shares; 2022Q4: 11,899 shares; 2023Q1: 30,632 shares 30,632 $1.05M 0.03% +18,733 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,031 shares; 2022Q2: 2,522 shares; 2022Q3: 3,538 shares; 2022Q4: 2,830 shares; 2023Q1: 3,197 shares 3,197 $1.04M 0.03% +367 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,986 shares; 2022Q2: 3,808 shares; 2022Q3: 4,709 shares; 2022Q4: 5,175 shares; 2023Q1: 11,056 shares 11,056 $1.04M 0.03% +5,881 Timeline VIPER VIPER More: the full row for VIPER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 37,047 shares 37,047 $1.04M 0.03% new 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 1,009 shares; 2022Q2: 1,337 shares; 2022Q3: 2,345 shares; 2022Q4: 1,516 shares; 2023Q1: 4,576 shares 4,576 $1.03M 0.03% +3,060 Timeline LSAT TWO RDS SHARED TR More: the full row for TWO RDS SHARED TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 32,286 shares 32,286 $1.03M 0.03% new Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 12,209 shares; 2022Q2: 17,642 shares; 2022Q3: 14,992 shares; 2022Q4: 14,370 shares; 2023Q1: 16,485 shares 16,485 $1.03M 0.03% +2,115 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 100,834 shares 100,834 $1.02M 0.03% new Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 4,437 shares 4,437 $1.02M 0.03% new Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 2,152 shares; 2022Q2: 1,409 shares; 2022Q3: 1,673 shares; 2022Q4: 1,946 shares; 2023Q1: 3,057 shares 3,057 $1.02M 0.03% +1,111 ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,075 shares; 2022Q2: not reported; 2022Q3: 2,296 shares; 2022Q4: 2,711 shares; 2023Q1: 6,010 shares 6,010 $1.01M 0.03% +3,299 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 7,429 shares; 2022Q2: 8,723 shares; 2022Q3: 10,133 shares; 2022Q4: 9,440 shares; 2023Q1: 9,310 shares 9,310 $1M 0.03% -130 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 19,335 shares; 2022Q2: 23,378 shares; 2022Q3: 26,396 shares; 2022Q4: 25,597 shares; 2023Q1: 29,271 shares 29,271 $998K 0.03% +3,674 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: 3,269 shares; 2022Q3: 3,325 shares; 2022Q4: 3,527 shares; 2023Q1: 4,624 shares 4,624 $997K 0.03% +1,097 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,830 shares; 2022Q2: 6,666 shares; 2022Q3: 7,390 shares; 2022Q4: 8,625 shares; 2023Q1: 16,509 shares 16,509 $994K 0.03% +7,884 Timeline BIO BIO RAD LABS INC More: the full row for BIO RAD LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 512 shares; 2023Q1: 2,067 shares 2,067 $990K 0.03% +1,555 Timeline TQQQ PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 35,021 shares 35,021 $990K 0.03% new Timeline VIS VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 5,189 shares 5,189 $989K 0.03% new Timeline RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 7,594 shares 7,594 $985K 0.03% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 21,720 shares; 2022Q2: 17,571 shares; 2022Q3: 19,391 shares; 2022Q4: 20,060 shares; 2023Q1: 32,082 shares 32,082 $974K 0.03% +12,022 Timeline TFII TFI INTERNATIONAL INC More: the full row for TFI INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,721 shares; 2022Q4: 5,561 shares; 2023Q1: 8,162 shares 8,162 $974K 0.03% +2,601 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,759 shares; 2022Q4: 2,952 shares; 2023Q1: 9,592 shares 9,592 $972K 0.03% +6,640 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 5,671 shares; 2022Q2: 4,998 shares; 2022Q3: 3,755 shares; 2022Q4: 5,172 shares; 2023Q1: 14,120 shares 14,120 $969K 0.03% +8,948 Timeline MCW MISTER CAR WASH INC More: the full row for MISTER CAR WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: not reported; 2023Q1: 112,198 shares 112,198 $967K 0.03% new Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 4,844 shares; 2022Q2: 5,107 shares; 2022Q3: 5,384 shares; 2022Q4: 6,140 shares; 2023Q1: 15,164 shares 15,164 $964K 0.03% +9,024 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 2,929 shares; 2023Q1: 6,835 shares 6,835 $950K 0.02% +3,906 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; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: restricted; 2022Q1: 17,015 shares; 2022Q2: 18,015 shares; 2022Q3: 19,525 shares; 2022Q4: 19,983 shares; 2023Q1: 25,047 shares 25,047 $946K 0.02% +5,064 Timeline