LISTED FD TR LISTED FD TR More: the full row for LISTED FD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 770,318 shares; 2022Q1: 892,129 shares; 2022Q2: 967,674 shares; 2022Q3: 1,137,521 shares; 2022Q4: 1,105,403 shares 1,105,403 $32M 7.5% -32,118 TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 41,509 shares; 2022Q1: 45,750 shares; 2022Q2: 55,246 shares; 2022Q3: 180,452 shares; 2022Q4: 184,661 shares 184,661 $22.7M 5.33% +4,209 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 33,103 shares; 2022Q1: 38,303 shares; 2022Q2: 47,002 shares; 2022Q3: 44,658 shares; 2022Q4: 45,107 shares 45,107 $17.3M 4.04% +449 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 65,415 shares; 2022Q1: 71,101 shares; 2022Q2: 76,103 shares; 2022Q3: 78,779 shares; 2022Q4: 77,130 shares 77,130 $13.9M 3.25% -1,649 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,331 shares; 2022Q1: 45,875 shares; 2022Q2: 54,593 shares; 2022Q3: 65,375 shares; 2022Q4: 78,082 shares 78,082 $11M 2.58% +12,707 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,236 shares; 2022Q1: 19,852 shares; 2022Q2: 20,249 shares; 2022Q3: 20,399 shares; 2022Q4: 19,860 shares 19,860 $10.9M 2.54% -539 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 224,759 shares; 2022Q1: 231,472 shares; 2022Q2: 234,838 shares; 2022Q3: 238,017 shares; 2022Q4: 238,667 shares 238,667 $10.7M 2.51% +650 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 83,258 shares; 2022Q1: 80,447 shares; 2022Q2: 82,973 shares; 2022Q3: 81,486 shares; 2022Q4: 80,909 shares 80,909 $10.5M 2.46% -577 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 150,355 shares; 2022Q4: 170,235 shares 170,235 $10.3M 2.41% +19,880 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 42,601 shares; 2022Q1: 50,935 shares; 2022Q2: 57,539 shares; 2022Q3: 58,188 shares; 2022Q4: 57,435 shares 57,435 $10M 2.35% -753 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 43,075 shares; 2022Q1: 44,103 shares; 2022Q2: 44,917 shares; 2022Q3: 45,415 shares; 2022Q4: 45,369 shares 45,369 $9.17M 2.15% -46 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,581 shares; 2022Q1: 40,575 shares; 2022Q2: 41,902 shares; 2022Q3: 37,360 shares; 2022Q4: 37,858 shares 37,858 $9.16M 2.15% +498 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,399 shares; 2022Q1: 9,722 shares; 2022Q2: 35,519 shares; 2022Q3: 28,877 shares; 2022Q4: 29,478 shares 29,478 $7.85M 1.84% +601 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 85,734 shares; 2022Q1: 82,721 shares; 2022Q2: 106,094 shares; 2022Q3: 87,913 shares; 2022Q4: 100,023 shares 100,023 $7.56M 1.77% +12,110 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,431 shares; 2022Q1: 14,583 shares; 2022Q2: 158,420 shares; 2022Q3: 170,485 shares; 2022Q4: 175,663 shares 175,663 $6.1M 1.43% +5,178 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,997 shares; 2022Q1: 4,426 shares; 2022Q2: 35,708 shares; 2022Q3: 36,037 shares; 2022Q4: 64,764 shares 64,764 $5.44M 1.27% +28,727 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,202 shares; 2022Q1: 21,587 shares; 2022Q2: 29,178 shares; 2022Q3: 32,160 shares; 2022Q4: 35,168 shares 35,168 $5.14M 1.2% +3,008 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 103,802 shares; 2022Q1: 111,280 shares; 2022Q2: 111,075 shares; 2022Q3: 102,135 shares; 2022Q4: 109,530 shares 109,530 $5.12M 1.2% +7,395 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,586 shares; 2022Q1: 32,414 shares; 2022Q2: 33,461 shares; 2022Q3: 28,351 shares; 2022Q4: 31,372 shares 31,372 $4.35M 1.02% +3,021 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,419 shares; 2022Q1: 48,159 shares; 2022Q2: 38,052 shares; 2022Q3: 37,077 shares; 2022Q4: 137,193 shares 137,193 $4.29M 1% +100,116 Timeline GINKGO BIOWORKS HOLDINGS INC GINKGO BIOWORKS HOLDINGS INC More: the full row for GINKGO BIOWORKS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,025,847 shares; 2022Q1: 1,122,199 shares; 2022Q2: 1,295,671 shares; 2022Q3: 2,259,731 shares; 2022Q4: 2,309,803 shares 2,309,803 $3.9M 0.91% +50,072 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,076 shares; 2022Q1: 5,979 shares; 2022Q2: 6,151 shares; 2022Q3: 6,417 shares; 2022Q4: 9,866 shares 9,866 $3.79M 0.89% +3,449 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 69,680 shares; 2022Q1: 77,015 shares; 2022Q2: 62,907 shares; 2022Q3: 57,045 shares; 2022Q4: 57,382 shares 57,382 $3.77M 0.88% +337 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 45,975 shares; 2022Q3: 47,007 shares; 2022Q4: 63,359 shares 63,359 $3.66M 0.86% +16,352 Timeline PTNQ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 74,360 shares 74,360 $3.66M 0.86% new Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,831 shares; 2022Q1: 5,977 shares; 2022Q2: 44,844 shares; 2022Q3: 45,905 shares; 2022Q4: 47,449 shares 47,449 $3.57M 0.84% +1,544 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,400 shares; 2022Q1: 22,457 shares; 2022Q2: 22,093 shares; 2022Q3: 21,344 shares; 2022Q4: 19,991 shares 19,991 $3.53M 0.83% -1,353 Timeline CDC VICTORY PORTFOLIOS II More: the full row for VICTORY PORTFOLIOS II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 49,214 shares; 2022Q4: 56,075 shares 56,075 $3.48M 0.82% +6,861 Timeline PROSHARES TR PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 183,578 shares; 2022Q3: 253,189 shares; 2022Q4: 235,582 shares 235,582 $3.47M 0.81% -17,607 NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,048 shares; 2022Q1: 11,790 shares; 2022Q2: 11,843 shares; 2022Q3: 12,125 shares; 2022Q4: 11,536 shares 11,536 $3.4M 0.8% -589 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,820 shares; 2022Q1: 39,614 shares; 2022Q2: 40,971 shares; 2022Q3: 41,190 shares; 2022Q4: 41,326 shares 41,326 $3.26M 0.76% +136 Timeline LVHI LEGG MASON ETF INVT More: the full row for LEGG MASON ETF INVT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 105,627 shares; 2022Q4: 123,162 shares 123,162 $3.15M 0.74% +17,535 Timeline STATE STREET STATE STREET More: the full row for STATE STREET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,251 shares; 2022Q1: 11,472 shares; 2022Q2: 16,000 shares; 2022Q3: 37,472 shares; 2022Q4: 38,109 shares 38,109 $3.13M 0.73% +637 IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,565 shares; 2022Q1: 5,808 shares; 2022Q2: 2,615 shares; 2022Q3: 12,422 shares; 2022Q4: 13,792 shares 13,792 $2.95M 0.69% +1,370 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,228 shares; 2022Q1: 4,189 shares; 2022Q2: 32,661 shares; 2022Q3: 34,044 shares; 2022Q4: 36,860 shares 36,860 $2.86M 0.67% +2,816 Timeline IHDG WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 63,380 shares; 2022Q4: 78,196 shares 78,196 $2.79M 0.65% +14,816 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,053 shares; 2022Q1: 11,343 shares; 2022Q2: 11,093 shares; 2022Q3: 10,763 shares; 2022Q4: 10,890 shares 10,890 $2.7M 0.63% +127 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,212 shares; 2022Q1: 19,161 shares; 2022Q2: 20,621 shares; 2022Q3: 20,541 shares; 2022Q4: 20,094 shares 20,094 $2.69M 0.63% -447 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,522 shares; 2022Q1: 13,718 shares; 2022Q2: 13,364 shares; 2022Q3: 13,154 shares; 2022Q4: 14,652 shares 14,652 $2.63M 0.62% +1,498 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,655 shares; 2022Q1: 6,653 shares; 2022Q2: 6,834 shares; 2022Q3: 7,753 shares; 2022Q4: 8,142 shares 8,142 $2.6M 0.61% +389 Timeline CHARGEPOINT HLDGS INC CHARGEPOINT HLDGS INC More: the full row for CHARGEPOINT HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 190,874 shares; 2022Q1: 221,841 shares; 2022Q2: 246,813 shares; 2022Q3: 253,690 shares; 2022Q4: 262,657 shares 262,657 $2.5M 0.59% +8,967 IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,378 shares; 2022Q1: 20,282 shares; 2022Q2: 22,997 shares; 2022Q3: 26,372 shares; 2022Q4: 25,951 shares 25,951 $2.46M 0.58% -421 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,532 shares; 2022Q1: 48,252 shares; 2022Q2: 50,962 shares; 2022Q3: 53,460 shares; 2022Q4: 53,654 shares 53,654 $2.43M 0.57% +194 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 27,962 shares; 2022Q4: 47,277 shares 47,277 $2.38M 0.56% +19,315 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,451 shares; 2022Q1: 30,913 shares; 2022Q2: 20,549 shares; 2022Q3: 14,819 shares; 2022Q4: 12,093 shares 12,093 $2.3M 0.54% -2,726 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,333 shares; 2022Q1: 1,459 shares; 2022Q2: 1,060 shares; 2022Q3: 21,665 shares; 2022Q4: 25,295 shares 25,295 $2.24M 0.53% +3,630 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,202 shares; 2022Q1: 12,640 shares; 2022Q2: 12,640 shares; 2022Q3: 25,148 shares; 2022Q4: 76,713 shares 76,713 $2.2M 0.52% +51,565 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 39,355 shares; 2022Q1: 41,027 shares; 2022Q2: 42,607 shares; 2022Q3: 43,516 shares; 2022Q4: 43,754 shares 43,754 $2.14M 0.5% +238 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,905 shares; 2022Q1: 10,433 shares; 2022Q2: 9,837 shares; 2022Q3: 9,410 shares; 2022Q4: 8,902 shares 8,902 $2.13M 0.5% -508 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,712 shares; 2022Q1: 13,874 shares; 2022Q2: 14,666 shares; 2022Q3: 13,684 shares; 2022Q4: 11,744 shares 11,744 $2.03M 0.48% -1,940 Timeline XMMO 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 5,506 shares; 2022Q3: 22,762 shares; 2022Q4: 26,141 shares 26,141 $1.97M 0.46% +3,379 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 26,184 shares; 2022Q1: 27,686 shares; 2022Q2: 28,543 shares; 2022Q3: 29,392 shares; 2022Q4: 29,010 shares 29,010 $1.97M 0.46% -382 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,579 shares; 2022Q1: 5,559 shares; 2022Q2: 6,245 shares; 2022Q3: 6,402 shares; 2022Q4: 6,332 shares 6,332 $1.96M 0.46% -70 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,798 shares; 2022Q1: 32,403 shares; 2022Q2: 19,759 shares; 2022Q3: 21,030 shares; 2022Q4: 19,882 shares 19,882 $1.93M 0.45% -1,148 Timeline EELV 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 70,262 shares; 2022Q4: 79,653 shares 79,653 $1.83M 0.43% +9,391 Timeline XSMO 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 33,489 shares; 2022Q4: 38,174 shares 38,174 $1.8M 0.42% +4,685 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 16,809 shares; 2022Q1: 17,285 shares; 2022Q2: 17,632 shares; 2022Q3: 22,183 shares; 2022Q4: 21,294 shares 21,294 $1.77M 0.42% -889 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 53,105 shares; 2022Q4: 65,423 shares 65,423 $1.77M 0.41% +12,318 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 34,980 shares; 2022Q1: 39,121 shares; 2022Q2: 43,636 shares; 2022Q3: 48,785 shares; 2022Q4: 43,288 shares 43,288 $1.76M 0.41% -5,497 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,639 shares; 2022Q1: 36,262 shares; 2022Q2: 34,136 shares; 2022Q3: 19,398 shares; 2022Q4: 19,087 shares 19,087 $1.67M 0.39% -311 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,413 shares; 2022Q1: 6,887 shares; 2022Q2: 5,925 shares; 2022Q3: 7,294 shares; 2022Q4: 7,641 shares 7,641 $1.63M 0.38% +347 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,012 shares; 2022Q1: 7,122 shares; 2022Q2: 27,357 shares; 2022Q3: 22,806 shares; 2022Q4: 21,412 shares 21,412 $1.61M 0.38% -1,394 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,076 shares; 2022Q1: 17,084 shares; 2022Q2: 18,129 shares; 2022Q3: 15,307 shares; 2022Q4: 13,540 shares 13,540 $1.58M 0.37% -1,767 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 26,897 shares; 2022Q4: 64,563 shares 64,563 $1.57M 0.37% +37,666 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 42,080 shares; 2022Q1: 43,185 shares; 2022Q2: 42,400 shares; 2022Q3: 42,033 shares; 2022Q4: 47,165 shares 47,165 $1.55M 0.36% +5,132 Timeline PEY 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 64,518 shares; 2022Q4: 73,947 shares 73,947 $1.53M 0.36% +9,429 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 2,588 shares; 2022Q2: 8,490 shares; 2022Q3: 13,277 shares; 2022Q4: 27,383 shares 27,383 $1.52M 0.36% +14,106 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,708 shares; 2022Q1: 15,178 shares; 2022Q2: 14,167 shares; 2022Q3: 13,601 shares; 2022Q4: 13,708 shares 13,708 $1.51M 0.35% +107 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 36,514 shares; 2022Q1: 37,044 shares; 2022Q2: 46,713 shares; 2022Q3: 59,457 shares; 2022Q4: 39,048 shares 39,048 $1.49M 0.35% -20,409 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,026 shares; 2022Q1: 4,328 shares; 2022Q2: 4,178 shares; 2022Q3: 4,038 shares; 2022Q4: 3,938 shares 3,938 $1.48M 0.35% -100 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,423 shares; 2022Q1: 6,669 shares; 2022Q2: 6,809 shares; 2022Q3: 6,182 shares; 2022Q4: 6,101 shares 6,101 $1.46M 0.34% -81 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 39,149 shares; 2022Q1: 20,248 shares; 2022Q2: 20,779 shares; 2022Q3: 27,673 shares; 2022Q4: 27,209 shares 27,209 $1.45M 0.34% -464 Timeline PIONEER NATURAL RESOURCES CO PIONEER NATURAL RESOURCES CO More: the full row for PIONEER NATURAL RESOURCES CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,701 shares; 2022Q1: 5,332 shares; 2022Q2: 6,294 shares; 2022Q3: 6,240 shares; 2022Q4: 6,277 shares 6,277 $1.43M 0.34% +37 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 34,380 shares; 2022Q1: 39,303 shares; 2022Q2: 42,984 shares; 2022Q3: 39,851 shares; 2022Q4: 36,667 shares 36,667 $1.39M 0.33% -3,184 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,773 shares; 2022Q1: 20,046 shares; 2022Q2: 21,338 shares; 2022Q3: 20,724 shares; 2022Q4: 55,664 shares 55,664 $1.38M 0.32% +34,940 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,650 shares; 2022Q1: 27,006 shares; 2022Q2: 29,814 shares; 2022Q3: 41,073 shares; 2022Q4: 40,024 shares 40,024 $1.33M 0.31% -1,049 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,737 shares; 2022Q1: 12,714 shares; 2022Q2: 12,304 shares; 2022Q3: 12,031 shares; 2022Q4: 11,160 shares 11,160 $1.31M 0.31% -871 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,665 shares; 2022Q1: 14,249 shares; 2022Q2: 14,300 shares; 2022Q3: 13,424 shares; 2022Q4: 12,724 shares 12,724 $1.26M 0.3% -700 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,576 shares; 2022Q1: 24,336 shares; 2022Q2: 25,097 shares; 2022Q3: 19,605 shares; 2022Q4: 20,272 shares 20,272 $1.25M 0.29% +667 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 36,337 shares; 2022Q1: 36,792 shares; 2022Q2: 26,604 shares; 2022Q3: 26,495 shares; 2022Q4: 24,566 shares 24,566 $1.23M 0.29% -1,929 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,617 shares; 2022Q1: 4,998 shares; 2022Q2: 4,829 shares; 2022Q3: 5,609 shares; 2022Q4: 6,069 shares 6,069 $1.22M 0.29% +460 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 64,315 shares; 2022Q1: 128,445 shares; 2022Q2: 131,934 shares; 2022Q3: 132,027 shares; 2022Q4: 124,309 shares 124,309 $1.2M 0.28% -7,718 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,596 shares; 2022Q1: 17,271 shares; 2022Q2: 19,317 shares; 2022Q3: 15,744 shares; 2022Q4: 12,389 shares 12,389 $1.2M 0.28% -3,355 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 9,913 shares 9,913 $1.19M 0.28% 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 14,538 shares; 2022Q1: 14,341 shares; 2022Q2: 11,921 shares; 2022Q3: 17,106 shares; 2022Q4: 29,607 shares 29,607 $1.17M 0.27% +12,501 Timeline VOT VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,697 shares; 2022Q1: 5,232 shares; 2022Q2: 5,099 shares; 2022Q3: 5,837 shares; 2022Q4: 6,467 shares 6,467 $1.16M 0.27% +630 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 775 shares; 2022Q1: 695 shares; 2022Q2: 720 shares; 2022Q3: 13,803 shares; 2022Q4: 13,108 shares 13,108 $1.16M 0.27% -695 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,470 shares; 2022Q1: 5,862 shares; 2022Q2: 10,914 shares; 2022Q3: 8,842 shares; 2022Q4: 7,999 shares 7,999 $1.15M 0.27% -843 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 123,117 shares; 2022Q1: 83,044 shares; 2022Q2: 86,377 shares; 2022Q3: 82,476 shares; 2022Q4: 70,265 shares 70,265 $1.14M 0.27% -12,211 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,074 shares; 2022Q1: 7,022 shares; 2022Q2: 6,425 shares; 2022Q3: 5,785 shares; 2022Q4: 5,494 shares 5,494 $1.14M 0.27% -291 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 14,609 shares; 2022Q1: 19,934 shares; 2022Q2: 18,178 shares; 2022Q3: 56,242 shares; 2022Q4: 17,504 shares 17,504 $1.13M 0.27% -38,738 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,626 shares; 2022Q1: 7,431 shares; 2022Q2: 11,029 shares; 2022Q3: 11,041 shares; 2022Q4: 11,079 shares 11,079 $1.12M 0.26% +38 Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,165 shares; 2022Q1: 13,832 shares; 2022Q2: 12,010 shares; 2022Q3: 49,577 shares; 2022Q4: 50,493 shares 50,493 $1.11M 0.26% +916 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,233 shares; 2022Q1: 12,840 shares; 2022Q2: 29,964 shares; 2022Q3: 161,430 shares; 2022Q4: 169,285 shares 169,285 $1.09M 0.25% +7,855 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,517 shares; 2022Q1: 7,673 shares; 2022Q2: 7,596 shares; 2022Q3: 7,451 shares; 2022Q4: 7,090 shares 7,090 $1.06M 0.25% -361 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,416 shares; 2022Q1: 7,144 shares; 2022Q2: 7,116 shares; 2022Q3: 6,826 shares; 2022Q4: 6,631 shares 6,631 $1.04M 0.24% -195 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,568 shares; 2022Q1: 9,167 shares; 2022Q2: 10,191 shares; 2022Q3: 9,620 shares; 2022Q4: 9,666 shares 9,666 $1.03M 0.24% +46 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,480 shares; 2022Q1: 15,505 shares; 2022Q2: 18,824 shares; 2022Q3: 14,544 shares; 2022Q4: 14,434 shares 14,434 $1.03M 0.24% -110 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,528 shares; 2022Q1: 13,635 shares; 2022Q2: 16,066 shares; 2022Q3: 16,880 shares; 2022Q4: 16,141 shares 16,141 $1.01M 0.24% -739 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,509 shares; 2022Q1: 40,474 shares; 2022Q2: 44,082 shares; 2022Q3: 43,611 shares; 2022Q4: 42,788 shares 42,788 $1.01M 0.24% -823 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 92,936 shares; 2022Q1: 25,600 shares; 2022Q2: 25,892 shares; 2022Q3: 26,175 shares; 2022Q4: 24,939 shares 24,939 $981K 0.23% -1,236 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,893 shares; 2022Q1: 7,893 shares; 2022Q2: 7,893 shares; 2022Q3: 7,893 shares; 2022Q4: 7,893 shares 7,893 $952K 0.22% 0 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,835 shares; 2022Q1: 15,743 shares; 2022Q2: 28,779 shares; 2022Q3: 32,884 shares; 2022Q4: 37,272 shares 37,272 $916K 0.21% +4,388 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,720 shares; 2022Q1: 2,612 shares; 2022Q2: 2,241 shares; 2022Q3: 2,105 shares; 2022Q4: 1,695 shares 1,695 $899K 0.21% -410 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 3,248 shares; 2022Q2: 3,582 shares; 2022Q3: 3,644 shares; 2022Q4: 5,952 shares 5,952 $887K 0.21% +2,308 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,417 shares; 2022Q1: 5,716 shares; 2022Q2: 5,541 shares; 2022Q3: 5,502 shares; 2022Q4: 5,427 shares 5,427 $877K 0.21% -75 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,216 shares; 2022Q1: 14,787 shares; 2022Q2: 18,217 shares; 2022Q3: 18,238 shares; 2022Q4: 18,641 shares 18,641 $852K 0.2% +403 Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 64,439 shares; 2022Q1: 64,620 shares; 2022Q2: 63,520 shares; 2022Q3: 63,035 shares; 2022Q4: 62,238 shares 62,238 $851K 0.2% -797 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 28,004 shares; 2022Q1: 35,780 shares; 2022Q2: 30,877 shares; 2022Q3: 44,947 shares; 2022Q4: 45,254 shares 45,254 $833K 0.2% +307 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,664 shares; 2022Q1: 1,336 shares; 2022Q2: 1,249 shares; 2022Q3: 1,672 shares; 2022Q4: 1,684 shares 1,684 $819K 0.19% +12 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 23,673 shares; 2022Q2: 38,355 shares; 2022Q3: 37,533 shares; 2022Q4: 35,422 shares 35,422 $803K 0.19% -2,111 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,940 shares; 2022Q1: 7,114 shares; 2022Q2: 7,973 shares; 2022Q3: 8,073 shares; 2022Q4: 6,619 shares 6,619 $797K 0.19% -1,454 Timeline ACCOLADE INC ACCOLADE INC More: the full row for ACCOLADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 100,000 shares 100,000 $779K 0.18% new 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 903 shares; 2022Q1: 3,897 shares; 2022Q2: 3,818 shares; 2022Q3: 3,819 shares; 2022Q4: 3,816 shares 3,816 $777K 0.18% -3 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,512 shares; 2022Q1: 26,146 shares; 2022Q2: 26,601 shares; 2022Q3: 24,963 shares; 2022Q4: 21,238 shares 21,238 $715K 0.17% -3,725 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,261 shares; 2022Q1: not reported; 2022Q2: 14,719 shares; 2022Q3: 9,376 shares; 2022Q4: 9,979 shares 9,979 $704K 0.16% +603 Timeline ONEY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,819 shares; 2022Q4: 7,403 shares 7,403 $694K 0.16% +1,584 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,086 shares; 2022Q1: 3,082 shares; 2022Q2: 5,428 shares; 2022Q3: 5,415 shares; 2022Q4: 5,165 shares 5,165 $691K 0.16% -250 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,697 shares; 2022Q1: 7,012 shares; 2022Q2: 7,086 shares; 2022Q3: 6,324 shares; 2022Q4: 5,798 shares 5,798 $684K 0.16% -526 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 272 shares; 2022Q2: 488 shares; 2022Q3: 488 shares; 2022Q4: 489 shares 489 $678K 0.16% +1 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,311 shares; 2022Q1: 2,209 shares; 2022Q2: 2,312 shares; 2022Q3: 2,195 shares; 2022Q4: 2,122 shares 2,122 $670K 0.16% -73 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 27,308 shares; 2022Q4: 33,495 shares 33,495 $668K 0.16% +6,187 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,819 shares; 2022Q1: 8,108 shares; 2022Q2: 7,570 shares; 2022Q3: 7,057 shares; 2022Q4: 6,618 shares 6,618 $668K 0.16% -439 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,510 shares; 2022Q1: 8,004 shares; 2022Q2: 11,343 shares; 2022Q3: 22,238 shares; 2022Q4: 7,262 shares 7,262 $664K 0.16% -14,976 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,078 shares; 2022Q1: 3,016 shares; 2022Q2: 2,901 shares; 2022Q3: 2,555 shares; 2022Q4: 2,510 shares 2,510 $661K 0.15% -45 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 20,001 shares; 2022Q2: 156,590 shares; 2022Q3: 156,590 shares; 2022Q4: 79,290 shares 79,290 $639K 0.15% -77,300 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 14,427 shares; 2022Q4: 14,182 shares 14,182 $595K 0.14% -245 Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 13,291 shares; 2022Q2: 26,672 shares; 2022Q3: 26,120 shares; 2022Q4: 46,560 shares 46,560 $592K 0.14% +20,440 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,193 shares; 2022Q1: 3,436 shares; 2022Q2: 3,457 shares; 2022Q3: 3,466 shares; 2022Q4: 3,388 shares 3,388 $588K 0.14% -78 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 21,314 shares; 2022Q1: 17,010 shares; 2022Q2: 16,288 shares; 2022Q3: 25,903 shares; 2022Q4: 14,877 shares 14,877 $580K 0.14% -11,026 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,929 shares; 2022Q1: 3,639 shares; 2022Q2: 4,469 shares; 2022Q3: 4,258 shares; 2022Q4: 4,013 shares 4,013 $569K 0.13% -245 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,120 shares; 2022Q1: 2,084 shares; 2022Q2: 2,872 shares; 2022Q3: 2,244 shares; 2022Q4: 3,480 shares 3,480 $550K 0.13% +1,236 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,363 shares; 2022Q1: 5,932 shares; 2022Q2: 5,709 shares; 2022Q3: 4,993 shares; 2022Q4: 4,044 shares 4,044 $549K 0.13% -949 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,129 shares; 2022Q1: 4,073 shares; 2022Q2: 3,741 shares; 2022Q3: 2,998 shares; 2022Q4: 3,114 shares 3,114 $541K 0.13% +116 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,432 shares; 2022Q1: 16,714 shares; 2022Q2: 18,285 shares; 2022Q3: 18,833 shares; 2022Q4: 30,880 shares 30,880 $530K 0.12% +12,047 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,027 shares; 2022Q1: 8,527 shares; 2022Q2: 5,586 shares; 2022Q3: 5,165 shares; 2022Q4: 4,962 shares 4,962 $524K 0.12% -203 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,091 shares; 2022Q1: 3,605 shares; 2022Q2: 3,876 shares; 2022Q3: 3,647 shares; 2022Q4: 3,813 shares 3,813 $516K 0.12% +166 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 834 shares; 2022Q2: 1,150 shares; 2022Q3: 3,865 shares; 2022Q4: 3,692 shares 3,692 $515K 0.12% -173 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 3,409 shares; 2022Q2: 3,382 shares; 2022Q3: 3,383 shares; 2022Q4: 3,383 shares 3,383 $513K 0.12% 0 Timeline GEN GEN DIGITAL INC More: the full row for GEN DIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,583 shares; 2022Q1: 21,579 shares; 2022Q2: 20,322 shares; 2022Q3: 22,036 shares; 2022Q4: 23,801 shares 23,801 $510K 0.12% +1,765 Timeline SD SANDRIDGE ENERGY INC More: the full row for SANDRIDGE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 57,927 shares; 2022Q1: 49,465 shares; 2022Q2: 35,870 shares; 2022Q3: 32,255 shares; 2022Q4: 29,819 shares 29,819 $508K 0.12% -2,436 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 5,415 shares; 2022Q2: 5,269 shares; 2022Q3: 5,340 shares; 2022Q4: 5,297 shares 5,297 $503K 0.12% -43 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,354 shares; 2022Q1: 6,829 shares; 2022Q2: 5,932 shares; 2022Q3: 6,984 shares; 2022Q4: 6,796 shares 6,796 $466K 0.11% -188 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,789 shares; 2022Q1: 1,460 shares; 2022Q2: 1,336 shares; 2022Q3: 1,316 shares; 2022Q4: 2,126 shares 2,126 $461K 0.11% +810 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,454 shares; 2022Q1: 2,262 shares; 2022Q2: not reported; 2022Q3: 6,079 shares; 2022Q4: 5,923 shares 5,923 $460K 0.11% -156 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,658 shares; 2022Q1: 26,013 shares; 2022Q2: 24,836 shares; 2022Q3: 24,892 shares; 2022Q4: 25,420 shares 25,420 $460K 0.11% +528 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,656 shares; 2022Q1: 1,996 shares; 2022Q2: 2,364 shares; 2022Q3: 2,245 shares; 2022Q4: 2,668 shares 2,668 $453K 0.11% +423 Timeline XSVM 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 7,094 shares; 2022Q3: 8,370 shares; 2022Q4: 9,865 shares 9,865 $451K 0.11% +1,495 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,153 shares; 2022Q1: 9,579 shares; 2022Q2: 9,705 shares; 2022Q3: not reported; 2022Q4: 10,327 shares 10,327 $450K 0.11% new 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,218 shares; 2022Q1: 3,038 shares; 2022Q2: 3,059 shares; 2022Q3: 3,032 shares; 2022Q4: 2,960 shares 2,960 $449K 0.11% -72 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 661 shares; 2022Q1: 725 shares; 2022Q2: not reported; 2022Q3: 15,134 shares; 2022Q4: 1,316 shares 1,316 $443K 0.1% -13,818 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,438 shares; 2022Q1: 7,891 shares; 2022Q2: 10,718 shares; 2022Q3: 10,814 shares; 2022Q4: 11,028 shares 11,028 $431K 0.1% +214 Timeline XFFCX FLAHERTY & CRUMRIN PFD & INM More: the full row for FLAHERTY & CRUMRIN PFD & INM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 22,916 shares; 2022Q1: 23,644 shares; 2022Q2: 28,780 shares; 2022Q3: 28,591 shares; 2022Q4: 28,602 shares 28,602 $430K 0.1% +11 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 2,900 shares; 2022Q2: 2,945 shares; 2022Q3: 2,793 shares; 2022Q4: 2,596 shares 2,596 $429K 0.1% -197 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,287 shares; 2022Q1: 2,638 shares; 2022Q2: 2,584 shares; 2022Q3: 2,265 shares; 2022Q4: 1,999 shares 1,999 $428K 0.1% -266 Timeline WYNN WYNN RESORTS LTD More: the full row for WYNN RESORTS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 5,060 shares 5,060 $417K 0.1% new Timeline XOP SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 6,273 shares; 2022Q3: 3,092 shares; 2022Q4: 3,009 shares 3,009 $409K 0.1% -83 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,191 shares; 2022Q1: 13,884 shares; 2022Q2: 12,773 shares; 2022Q3: 10,606 shares; 2022Q4: 11,471 shares 11,471 $401K 0.09% +865 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 9,651 shares; 2022Q3: 9,723 shares; 2022Q4: 9,913 shares 9,913 $396K 0.09% +190 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,988 shares; 2022Q4: 7,840 shares 7,840 $396K 0.09% +1,852 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 2,402 shares; 2022Q2: 2,502 shares; 2022Q3: 2,525 shares; 2022Q4: 2,625 shares 2,625 $388K 0.09% +100 Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,941 shares; 2022Q1: 3,837 shares; 2022Q2: 4,196 shares; 2022Q3: 5,413 shares; 2022Q4: 5,432 shares 5,432 $386K 0.09% +19 Timeline 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,108 shares; 2022Q1: 7,299 shares; 2022Q2: 6,633 shares; 2022Q3: 6,092 shares; 2022Q4: 3,587 shares 3,587 $378K 0.09% -2,505 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,121 shares; 2022Q1: 2,183 shares; 2022Q2: 2,150 shares; 2022Q3: 2,053 shares; 2022Q4: 2,074 shares 2,074 $375K 0.09% +21 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,279 shares; 2022Q1: 849 shares; 2022Q2: 849 shares; 2022Q3: 845 shares; 2022Q4: 845 shares 845 $374K 0.09% 0 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,683 shares; 2022Q1: 14,098 shares; 2022Q2: 12,533 shares; 2022Q3: 11,642 shares; 2022Q4: 8,973 shares 8,973 $371K 0.09% -2,669 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,537 shares; 2022Q1: 1,497 shares; 2022Q2: 1,772 shares; 2022Q3: 1,581 shares; 2022Q4: 1,398 shares 1,398 $367K 0.09% -183 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 500 shares; 2022Q1: 500 shares; 2022Q2: 154 shares; 2022Q3: 154 shares; 2022Q4: 154 shares 154 $361K 0.08% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,469 shares; 2022Q1: 4,146 shares; 2022Q2: 3,702 shares; 2022Q3: 3,507 shares; 2022Q4: 3,242 shares 3,242 $360K 0.08% -265 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,793 shares; 2022Q1: 4,831 shares; 2022Q2: 3,565 shares; 2022Q3: 3,438 shares; 2022Q4: 3,199 shares 3,199 $351K 0.08% -239 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 28,331 shares; 2022Q1: 30,440 shares; 2022Q2: 29,004 shares; 2022Q3: 29,832 shares; 2022Q4: 31,225 shares 31,225 $348K 0.08% +1,393 Timeline PGF 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,417 shares; 2022Q1: 22,866 shares; 2022Q2: 23,162 shares; 2022Q3: 23,178 shares; 2022Q4: 23,514 shares 23,514 $339K 0.08% +336 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,445 shares; 2022Q1: 3,531 shares; 2022Q2: 2,820 shares; 2022Q3: 1,633 shares; 2022Q4: 1,618 shares 1,618 $335K 0.08% -15 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,752 shares; 2022Q1: 18,247 shares; 2022Q2: 13,826 shares; 2022Q3: 7,961 shares; 2022Q4: 6,968 shares 6,968 $332K 0.08% -993 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 6,703 shares 6,703 $332K 0.08% new Timeline SPLUNK INC SPLUNK INC More: the full row for SPLUNK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,803 shares 3,803 $327K 0.08% new 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,270 shares; 2022Q1: 9,270 shares; 2022Q2: 9,219 shares; 2022Q3: 9,219 shares; 2022Q4: 9,219 shares 9,219 $319K 0.07% 0 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 5,155 shares; 2022Q2: 4,698 shares; 2022Q3: 4,261 shares; 2022Q4: 5,473 shares 5,473 $312K 0.07% +1,212 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,873 shares; 2022Q1: 1,830 shares; 2022Q2: 1,445 shares; 2022Q3: 1,287 shares; 2022Q4: 1,162 shares 1,162 $310K 0.07% -125 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,714 shares; 2022Q1: 1,714 shares; 2022Q2: 1,714 shares; 2022Q3: 1,714 shares; 2022Q4: 1,714 shares 1,714 $309K 0.07% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,800 shares 1,800 $307K 0.07% 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,492 shares; 2022Q1: 2,492 shares; 2022Q2: 2,446 shares; 2022Q3: 2,446 shares; 2022Q4: 2,446 shares 2,446 $306K 0.07% 0 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,431 shares; 2022Q1: 2,431 shares; 2022Q2: 2,431 shares; 2022Q3: 2,431 shares; 2022Q4: 2,431 shares 2,431 $304K 0.07% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,803 shares 1,803 $302K 0.07% 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,849 shares; 2022Q1: 1,497 shares; 2022Q2: 1,011 shares; 2022Q3: 1,053 shares; 2022Q4: 848 shares 848 $295K 0.07% -205 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 3,815 shares; 2022Q2: 5,580 shares; 2022Q3: 4,826 shares; 2022Q4: 3,593 shares 3,593 $292K 0.07% -1,233 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,884 shares; 2022Q1: 7,367 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,372 shares 3,372 $278K 0.07% new Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,550 shares; 2022Q1: 37,550 shares; 2022Q2: 35,750 shares; 2022Q3: 35,750 shares; 2022Q4: 35,750 shares 35,750 $276K 0.06% 0 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,794 shares; 2022Q3: not reported; 2022Q4: 4,794 shares 4,794 $273K 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,282 shares; 2022Q1: 9,649 shares; 2022Q2: 6,008 shares; 2022Q3: 6,019 shares; 2022Q4: 4,944 shares 4,944 $273K 0.06% -1,075 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,866 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,141 shares 3,141 $270K 0.06% new Timeline PTEN PATTERSON-UTI ENERGY INC More: the full row for PATTERSON-UTI ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 123,828 shares; 2022Q1: 25,807 shares; 2022Q2: 19,132 shares; 2022Q3: 18,184 shares; 2022Q4: 15,910 shares 15,910 $268K 0.06% -2,274 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,200 shares 1,200 $267K 0.06% new Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 10,882 shares; 2022Q3: 10,971 shares; 2022Q4: 10,342 shares 10,342 $261K 0.06% -629 Timeline SOCIETAL CDMO INC SOCIETAL CDMO INC More: the full row for SOCIETAL CDMO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 150,867 shares; 2022Q1: 180,093 shares; 2022Q2: 165,230 shares; 2022Q3: 167,693 shares; 2022Q4: 174,751 shares 174,751 $260K 0.06% +7,058 OBK ORIGIN BANCORP INC More: the full row for ORIGIN BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 7,000 shares 7,000 $257K 0.06% new 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 11,838 shares; 2022Q2: 22,114 shares; 2022Q3: 22,187 shares; 2022Q4: 22,035 shares 22,035 $256K 0.06% -152 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,470 shares; 2022Q1: 10,470 shares; 2022Q2: 10,470 shares; 2022Q3: 10,470 shares; 2022Q4: 10,470 shares 10,470 $254K 0.06% 0 Timeline SMB VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,000 shares; 2022Q1: 15,000 shares; 2022Q2: 15,000 shares; 2022Q3: 15,000 shares; 2022Q4: 15,000 shares 15,000 $253K 0.06% 0 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 578 shares; 2022Q2: 617 shares; 2022Q3: 551 shares; 2022Q4: 451 shares 451 $252K 0.06% -100 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,743 shares; 2022Q3: 3,744 shares; 2022Q4: 3,743 shares 3,743 $249K 0.06% -1 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,301 shares; 2022Q1: 7,417 shares; 2022Q2: 3,746 shares; 2022Q3: 3,424 shares; 2022Q4: 3,343 shares 3,343 $248K 0.06% -81 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,461 shares; 2022Q1: 4,938 shares; 2022Q2: 5,223 shares; 2022Q3: 3,433 shares; 2022Q4: 2,854 shares 2,854 $248K 0.06% -579 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 964 shares; 2022Q1: 966 shares; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 790 shares 790 $244K 0.06% new 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,261 shares; 2022Q1: 2,207 shares; 2022Q2: 2,207 shares; 2022Q3: 2,207 shares; 2022Q4: 2,207 shares 2,207 $239K 0.06% 0 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,895 shares; 2022Q1: 1,911 shares; 2022Q2: 2,026 shares; 2022Q3: 1,751 shares; 2022Q4: 1,451 shares 1,451 $238K 0.06% -300 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,162 shares; 2022Q1: 1,269 shares; 2022Q2: 1,157 shares; 2022Q3: 1,084 shares; 2022Q4: 1,137 shares 1,137 $237K 0.06% +53 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 3,166 shares 3,166 $236K 0.06% new Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,448 shares; 2022Q3: 2,977 shares; 2022Q4: 2,990 shares 2,990 $234K 0.05% +13 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,900 shares 1,900 $232K 0.05% new Timeline 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,454 shares; 2022Q1: 1,438 shares; 2022Q2: 1,297 shares; 2022Q3: 1,185 shares; 2022Q4: 1,199 shares 1,199 $226K 0.05% +14 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 904 shares; 2022Q1: 1,072 shares; 2022Q2: 1,004 shares; 2022Q3: 768 shares; 2022Q4: 698 shares 698 $224K 0.05% -70 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,430 shares; 2022Q1: 8,329 shares; 2022Q2: 6,223 shares; 2022Q3: not reported; 2022Q4: 3,075 shares 3,075 $221K 0.05% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,144 shares; 2022Q1: 1,092 shares; 2022Q2: 1,032 shares; 2022Q3: not reported; 2022Q4: 998 shares 998 $220K 0.05% new Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 2,737 shares; 2022Q2: 2,972 shares; 2022Q3: 2,809 shares; 2022Q4: 2,371 shares 2,371 $216K 0.05% -438 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 52,340 shares; 2022Q1: 64,767 shares; 2022Q2: 67,797 shares; 2022Q3: 6,959 shares; 2022Q4: 6,996 shares 6,996 $214K 0.05% +37 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,304 shares; 2022Q1: 1,311 shares; 2022Q2: 1,204 shares; 2022Q3: not reported; 2022Q4: 1,196 shares 1,196 $213K 0.05% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 1,817 shares 1,817 $211K 0.05% 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,143 shares; 2022Q1: 8,499 shares; 2022Q2: 5,822 shares; 2022Q3: 5,847 shares; 2022Q4: 4,662 shares 4,662 $210K 0.05% -1,185 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,411 shares; 2022Q1: 3,165 shares; 2022Q2: 3,461 shares; 2022Q3: not reported; 2022Q4: 2,983 shares 2,983 $210K 0.05% new Timeline AQUA METALS INC AQUA METALS INC More: the full row for AQUA METALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 82,740 shares; 2022Q1: 150,037 shares; 2022Q2: 134,426 shares; 2022Q3: 112,024 shares; 2022Q4: 166,132 shares 166,132 $208K 0.05% +54,108 FTSM 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; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,427 shares; 2022Q1: 3,427 shares; 2022Q2: 3,427 shares; 2022Q3: 3,427 shares; 2022Q4: 3,427 shares 3,427 $204K 0.05% 0 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,062 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 790 shares 790 $204K 0.05% new Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 3,571 shares; 2022Q4: 3,061 shares 3,061 $201K 0.05% -510 Timeline COUR COURSERA INC More: the full row for COURSERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 15,000 shares 15,000 $177K 0.04% new Timeline LOOP MEDIA INC COM NEW LOOP MEDIA INC COM NEW More: the full row for LOOP MEDIA INC COM NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 24,333 shares; 2022Q4: 24,334 shares 24,334 $161K 0.04% +1 DBRG DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 13,744 shares; 2022Q4: 12,386 shares 12,386 $136K 0.03% -1,358 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 14,000 shares 14,000 $132K 0.03% new Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,000 shares; 2022Q1: 11,000 shares; 2022Q2: 11,000 shares; 2022Q3: 11,000 shares; 2022Q4: 10,400 shares 10,400 $123K 0.03% -600 Timeline NTZ NATUZZI S P A More: the full row for NATUZZI S P A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: 17,181 shares; 2022Q2: 15,411 shares; 2022Q3: 14,607 shares; 2022Q4: 14,607 shares 14,607 $112K 0.03% 0 Timeline PTON PELOTON INTERACTIVE INC More: the full row for PELOTON INTERACTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 162,632 shares; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 14,040 shares 14,040 $111K 0.03% new Timeline RVLPQ RVL PHARMACEUTICALS PLC ORDINA More: the full row for RVL PHARMACEUTICALS PLC ORDINA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 80,184 shares; 2022Q1: 103,270 shares; 2022Q2: 118,303 shares; 2022Q3: 98,151 shares; 2022Q4: 92,503 shares 92,503 $104K 0.02% -5,648 Timeline CLNE CLEAN ENERGY FUELS CORP More: the full row for CLEAN ENERGY FUELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 15,000 shares; 2022Q3: 15,000 shares; 2022Q4: 15,000 shares 15,000 $78K 0.02% 0 Timeline WEWORK INC WEWORK INC More: the full row for WEWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 29,000 shares 29,000 $41.5K 0.01% new SPARK NETWORKS SE SPARK NETWORKS SE More: the full row for SPARK NETWORKS SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 48,085 shares; 2022Q1: 61,966 shares; 2022Q2: 40,056 shares; 2022Q3: 28,886 shares; 2022Q4: 25,752 shares 25,752 $16.7K <0.01% -3,134 RVL PHARMACEUTICALS PLC SHS RVL PHARMACEUTICALS PLC SHS More: the full row for RVL PHARMACEUTICALS PLC SHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 10,000 shares 10,000 $11.2K <0.01% new SKILLZ INC SKILLZ INC More: the full row for SKILLZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: not reported; 2022Q4: 14,000 shares 14,000 $7.09K <0.01% new LIQTECH INTL INC LIQTECH INTL INC More: the full row for LIQTECH INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,595 shares; 2022Q1: 17,490 shares; 2022Q2: 14,930 shares; 2022Q3: 13,818 shares; 2022Q4: 10,100 shares 10,100 $3.84K <0.01% -3,718