TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 41,509 shares 41,509 $43.9M 8.68% Timeline 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 770,318 shares 770,318 $22.3M 4.41% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 224,759 shares 224,759 $20.6M 4.08% Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,431 shares 12,431 $17.1M 3.39% Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 65,415 shares 65,415 $16.6M 3.29% Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 43,075 shares 43,075 $16.4M 3.24% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 33,103 shares 33,103 $15.7M 3.11% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,236 shares 19,236 $15.3M 3.03% Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 83,258 shares 83,258 $14.8M 2.93% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,997 shares 3,997 $13.3M 2.64% Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,581 shares 37,581 $10.6M 2.11% Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 39,355 shares 39,355 $10.4M 2.05% Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 42,601 shares 42,601 $9.48M 1.88% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,820 shares 37,820 $8.85M 1.75% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,025,847 shares 1,025,847 $8.53M 1.69% W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 42,080 shares 42,080 $7.99M 1.58% Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 34,980 shares 34,980 $7.98M 1.58% Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 42,186 shares 42,186 $7.09M 1.4% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 85,734 shares 85,734 $6.93M 1.37% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 64,315 shares 64,315 $6.47M 1.28% Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 103,802 shares 103,802 $6.21M 1.23% Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,048 shares 10,048 $6.05M 1.2% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 162,632 shares 162,632 $5.82M 1.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,331 shares 35,331 $5.75M 1.14% Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 69,680 shares 69,680 $5.48M 1.08% Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,202 shares 17,202 $5.06M 1% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 26,184 shares 26,184 $4.82M 0.95% Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,451 shares 23,451 $4.72M 0.93% Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,586 shares 27,586 $4.58M 0.91% Timeline CHGG CHEGG INC More: the full row for CHEGG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 138,267 shares 138,267 $4.25M 0.84% Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,333 shares 1,333 $3.86M 0.76% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 190,874 shares 190,874 $3.64M 0.72% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,419 shares 35,419 $3.35M 0.66% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,399 shares 8,399 $3.34M 0.66% Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,400 shares 19,400 $3.32M 0.66% Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,712 shares 12,712 $3.29M 0.65% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 35,509 shares 35,509 $3.26M 0.65% Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,798 shares 27,798 $3.17M 0.63% Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,905 shares 8,905 $3M 0.59% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,053 shares 11,053 $2.94M 0.58% Timeline LMND LEMONADE INC More: the full row for LEMONADE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 64,439 shares 64,439 $2.71M 0.54% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,655 shares 5,655 $2.59M 0.51% Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,532 shares 19,532 $2.57M 0.51% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,480 shares 13,480 $2.54M 0.5% Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,076 shares 15,076 $2.51M 0.5% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,108 shares 12,108 $2.48M 0.49% Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,076 shares 5,076 $2.42M 0.48% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,212 shares 15,212 $2.41M 0.48% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,940 shares 6,940 $2.33M 0.46% Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 775 shares 775 $2.25M 0.44% Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 92,936 shares 92,936 $2.12M 0.42% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 14,609 shares 14,609 $2.1M 0.42% Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 52,340 shares 52,340 $2.06M 0.41% Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,522 shares 17,522 $2.06M 0.41% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,737 shares 12,737 $2.04M 0.4% Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,528 shares 12,528 $2.02M 0.4% Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 36,337 shares 36,337 $2.02M 0.4% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,461 shares 12,461 $1.93M 0.38% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 60,836 shares 60,836 $1.92M 0.38% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,510 shares 20,510 $1.88M 0.37% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,413 shares 5,413 $1.74M 0.34% Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,565 shares 5,565 $1.7M 0.34% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 19,012 shares 19,012 $1.54M 0.3% Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,074 shares 7,074 $1.53M 0.3% Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,568 shares 11,568 $1.5M 0.3% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 123,117 shares 123,117 $1.5M 0.3% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 34,380 shares 34,380 $1.44M 0.28% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 16,809 shares 16,809 $1.41M 0.28% Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 12,027 shares 12,027 $1.4M 0.28% Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,720 shares 2,720 $1.37M 0.27% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,639 shares 23,639 $1.31M 0.26% Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,026 shares 5,026 $1.25M 0.25% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,517 shares 7,517 $1.24M 0.25% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,416 shares 7,416 $1.24M 0.24% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 36,514 shares 36,514 $1.2M 0.24% Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,470 shares 3,470 $1.18M 0.23% Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 39,149 shares 39,149 $1.17M 0.23% Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,665 shares 9,665 $1.13M 0.22% Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,596 shares 10,596 $1.12M 0.22% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,261 shares 15,261 $1.09M 0.22% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,579 shares 3,579 $1.07M 0.21% Timeline ARKW ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,898 shares 8,898 $1.05M 0.21% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 21,314 shares 21,314 $1.05M 0.21% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 123,828 shares 123,828 $1.05M 0.21% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,701 shares 5,701 $1.04M 0.21% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,617 shares 3,617 $1.02M 0.2% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,752 shares 15,752 $998K 0.2% Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,893 shares 7,893 $968K 0.19% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,708 shares 15,708 $961K 0.19% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,311 shares 2,311 $959K 0.19% Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,378 shares 8,378 $959K 0.19% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,697 shares 3,697 $941K 0.19% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,650 shares 20,650 $919K 0.18% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,576 shares 20,576 $906K 0.18% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,129 shares 4,129 $885K 0.18% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,445 shares 3,445 $868K 0.17% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,354 shares 10,354 $836K 0.17% Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,078 shares 3,078 $825K 0.16% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,884 shares 6,884 $799K 0.16% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,873 shares 1,873 $776K 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,363 shares 5,363 $756K 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 14,538 shares 14,538 $755K 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,512 shares 17,512 $750K 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,773 shares 17,773 $745K 0.15% Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,417 shares 5,417 $733K 0.15% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,282 shares 9,282 $729K 0.14% Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,423 shares 3,423 $708K 0.14% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 28,004 shares 28,004 $689K 0.14% Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,301 shares 5,301 $686K 0.14% Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,793 shares 4,793 $675K 0.13% Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,819 shares 7,819 $673K 0.13% Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,996 shares 3,996 $665K 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,191 shares 13,191 $664K 0.13% Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,849 shares 1,849 $664K 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,279 shares 1,279 $662K 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,683 shares 13,683 $656K 0.13% Timeline DFH DREAM FINDERS HOMES INC More: the full row for DREAM FINDERS HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 33,426 shares 33,426 $650K 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 37,550 shares 37,550 $643K 0.13% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 13,216 shares 13,216 $626K 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,120 shares 3,120 $626K 0.12% Timeline BCI ABRDN ETFS More: the full row for ABRDN ETFS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 27,165 shares 27,165 $625K 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 500 shares 500 $624K 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 57,927 shares 57,927 $606K 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,664 shares 1,664 $591K 0.12% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,432 shares 15,432 $583K 0.12% Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,153 shares 10,153 $570K 0.11% Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,929 shares 3,929 $568K 0.11% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,583 shares 20,583 $535K 0.11% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,626 shares 5,626 $534K 0.11% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,218 shares 3,218 $526K 0.1% Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,432 shares 8,432 $498K 0.1% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 22,916 shares 22,916 $498K 0.1% Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 8,430 shares 8,430 $492K 0.1% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,202 shares 15,202 $487K 0.1% Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,697 shares 6,697 $483K 0.1% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,205 shares 9,205 $480K 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,287 shares 2,287 $477K 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,831 shares 5,831 $474K 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,143 shares 4,143 $471K 0.09% Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,328 shares 1,328 $455K 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,656 shares 2,656 $454K 0.09% Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,023 shares 9,023 $450K 0.09% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,193 shares 3,193 $448K 0.09% Timeline DRAFTKINGS INC DRAFTKINGS INC More: the full row for DRAFTKINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,882 shares 15,882 $436K 0.09% FSK FS KKR CAP CORP More: the full row for FS KKR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,347 shares 20,347 $426K 0.08% Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,789 shares 1,789 $418K 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,076 shares 7,076 $401K 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 6,852 shares 6,852 $401K 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,228 shares 4,228 $392K 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,086 shares 3,086 $389K 0.08% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,417 shares 20,417 $384K 0.08% Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 28,331 shares 28,331 $383K 0.08% Timeline NEW YORK COMMUNITY BANCORP NEW YORK COMMUNITY BANCORP More: the full row for NEW YORK COMMUNITY BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 30,840 shares 30,840 $377K 0.07% ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 661 shares 661 $375K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,658 shares 23,658 $375K 0.07% Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,121 shares 2,121 $368K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 904 shares 904 $354K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,927 shares 2,927 $352K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,687 shares 1,687 $352K 0.07% Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,537 shares 1,537 $346K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,091 shares 3,091 $346K 0.07% Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,359 shares 1,359 $345K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,714 shares 1,714 $335K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,895 shares 1,895 $333K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,859 shares 1,859 $332K 0.07% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 30,837 shares 30,837 $325K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 9,270 shares 9,270 $323K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,492 shares 2,492 $322K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,431 shares 2,431 $320K 0.06% Timeline UA UNDER ARMOUR INC More: the full row for UNDER ARMOUR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,713 shares 17,713 $320K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 17,233 shares 17,233 $314K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,470 shares 10,470 $303K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,411 shares 3,411 $297K 0.06% Timeline 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,049 shares 4,049 $293K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 964 shares 964 $293K 0.06% Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,354 shares 3,354 $292K 0.06% Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 7,438 shares 7,438 $291K 0.06% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,062 shares 1,062 $288K 0.06% Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,304 shares 1,304 $287K 0.06% Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,117 shares 1,117 $273K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,000 shares 15,000 $269K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,469 shares 3,469 $266K 0.05% Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 398 shares 398 $258K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 150,867 shares 150,867 $258K 0.05% INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 397 shares 397 $255K 0.05% Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,454 shares 2,454 $254K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,261 shares 2,261 $254K 0.05% Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 998 shares 998 $250K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 568 shares 568 $248K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,162 shares 1,162 $248K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,454 shares 1,454 $247K 0.05% Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,936 shares 3,936 $242K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,324 shares 2,324 $240K 0.05% Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 906 shares 906 $236K 0.05% Timeline ROYAL DUTCH SHELL PLC SPN A… ROYAL DUTCH SHELL PLC SPN ADR More: the full row for ROYAL DUTCH SHELL PLC SPN ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,350 shares 5,350 $232K 0.05% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 903 shares 903 $230K 0.05% Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,806 shares 2,806 $227K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,251 shares 2,251 $224K 0.04% IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 801 shares 801 $222K 0.04% Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,144 shares 1,144 $221K 0.04% Timeline IGHG PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,941 shares 2,941 $219K 0.04% Timeline CANADIAN PACIFIC RAILWAYS CANADIAN PACIFIC RAILWAYS More: the full row for CANADIAN PACIFIC RAILWAYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,048 shares 3,048 $219K 0.04% DIGITALBRIDGE GROUP INC DIGITALBRIDGE GROUP INC More: the full row for DIGITALBRIDGE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 26,182 shares 26,182 $218K 0.04% USCI UNITED STS COMMODITY INDEX F More: the full row for UNITED STS COMMODITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 5,000 shares 5,000 $217K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 831 shares 831 $215K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,800 shares 3,800 $214K 0.04% Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 4,492 shares 4,492 $212K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 125 shares 125 $212K 0.04% Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 698 shares 698 $210K 0.04% Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 861 shares 861 $210K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 2,866 shares 2,866 $208K 0.04% Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,711 shares 1,711 $207K 0.04% Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 735 shares 735 $207K 0.04% Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 20,000 shares 20,000 $207K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,835 shares 10,835 $206K 0.04% Timeline 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,427 shares 3,427 $205K 0.04% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 1,108 shares 1,108 $205K 0.04% Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 3,419 shares 3,419 $203K 0.04% Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 648 shares 648 $201K 0.04% Timeline ETFMG ETFMG More: the full row for ETFMG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 15,200 shares 15,200 $168K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 48,085 shares 48,085 $151K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 23,595 shares 23,595 $135K 0.03% ORCHID IS CAP INC ORCHID IS CAP INC More: the full row for ORCHID IS CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 28,608 shares 28,608 $129K 0.03% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 82,740 shares 82,740 $102K 0.02% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 11,000 shares 11,000 $91K 0.02% 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; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 80,184 shares 80,184 $87K 0.02% Timeline QUOTIENT TECHNOLOGY INC QUOTIENT TECHNOLOGY INC More: the full row for QUOTIENT TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q1: restricted; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: not loaded; 2021Q2: not loaded; 2021Q3: not loaded; 2021Q4: 10,489 shares 10,489 $78K 0.02%