AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,505,707 shares; 2022Q1: 1,478,128 shares; 2022Q2: 1,454,495 shares; 2022Q3: 1,415,392 shares 1,415,392 $196M 4.84% -39,103 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 774,662 shares; 2022Q1: 761,558 shares; 2022Q2: 751,082 shares; 2022Q3: 746,163 shares 746,163 $174M 4.3% -4,919 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,244,229 shares; 2022Q1: 2,226,189 shares; 2022Q2: 2,210,534 shares; 2022Q3: 2,221,448 shares 2,221,448 $124M 3.08% +10,914 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,991,309 shares; 2022Q1: 3,169,991 shares; 2022Q2: 3,165,573 shares; 2022Q3: 3,035,511 shares 3,035,511 $110M 2.73% -130,062 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,304 shares; 2022Q1: 46,709 shares; 2022Q2: 47,158 shares; 2022Q3: 946,297 shares 946,297 $90.5M 2.24% +899,139 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 549,574 shares; 2022Q1: 549,601 shares; 2022Q2: 538,956 shares; 2022Q3: 530,194 shares 530,194 $76.2M 1.88% -8,762 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 232,802 shares; 2022Q1: 224,092 shares; 2022Q2: 213,077 shares; 2022Q3: 211,045 shares 211,045 $75.7M 1.87% -2,032 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,664 shares; 2022Q1: 31,809 shares; 2022Q2: 627,295 shares; 2022Q3: 648,667 shares 648,667 $73.3M 1.81% +21,372 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 670,003 shares; 2022Q1: 690,366 shares; 2022Q2: 682,428 shares; 2022Q3: 677,719 shares 677,719 $70.8M 1.75% -4,709 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 381,296 shares; 2022Q1: 441,740 shares; 2022Q2: 451,717 shares; 2022Q3: 402,970 shares 402,970 $68.9M 1.7% -48,747 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 217,501 shares; 2022Q1: 220,111 shares; 2022Q2: 224,666 shares; 2022Q3: 220,483 shares 220,483 $60.8M 1.5% -4,183 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 761,398 shares; 2022Q1: 760,773 shares; 2022Q2: 745,476 shares; 2022Q3: 729,005 shares 729,005 $58.4M 1.45% -16,471 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 194,404 shares; 2022Q1: 194,743 shares; 2022Q2: 190,213 shares; 2022Q3: 173,906 shares 173,906 $56.2M 1.39% -16,307 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 476,910 shares; 2022Q1: 481,945 shares; 2022Q2: 473,929 shares; 2022Q3: 416,170 shares 416,170 $52.5M 1.3% -57,759 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 290,463 shares; 2022Q1: 296,037 shares; 2022Q2: 303,018 shares; 2022Q3: 290,807 shares 290,807 $47M 1.16% -12,211 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 98,582 shares; 2022Q1: 98,362 shares; 2022Q2: 96,647 shares; 2022Q3: 94,437 shares 94,437 $44.6M 1.1% -2,210 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 623,592 shares; 2022Q1: 633,398 shares; 2022Q2: 645,879 shares; 2022Q3: 626,590 shares 626,590 $44.5M 1.1% -19,289 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 972,615 shares; 2022Q1: 967,703 shares; 2022Q2: 1,031,143 shares; 2022Q3: 1,071,912 shares 1,071,912 $42.9M 1.06% +40,769 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 538,002 shares; 2022Q1: 550,291 shares; 2022Q2: 530,356 shares; 2022Q3: 492,687 shares 492,687 $42.4M 1.05% -37,669 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 123,715 shares; 2022Q1: 121,938 shares; 2022Q2: 121,935 shares; 2022Q3: 118,473 shares 118,473 $42.3M 1.05% -3,462 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 152,608 shares; 2022Q1: 151,751 shares; 2022Q2: 152,703 shares; 2022Q3: 154,291 shares 154,291 $41.2M 1.02% +1,588 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 249,453 shares; 2022Q1: 252,015 shares; 2022Q2: 246,189 shares; 2022Q3: 245,826 shares 245,826 $40.2M 0.99% -363 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 179,467 shares; 2022Q1: 179,506 shares; 2022Q2: 175,096 shares; 2022Q3: 170,442 shares 170,442 $39.3M 0.97% -4,654 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 928,519 shares; 2022Q1: 924,823 shares; 2022Q2: 900,590 shares; 2022Q3: 878,785 shares 878,785 $38.5M 0.95% -21,805 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 256,415 shares; 2022Q1: 250,605 shares; 2022Q2: 239,938 shares; 2022Q3: 232,550 shares 232,550 $38.4M 0.95% -7,388 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 74,122 shares; 2022Q1: 77,144 shares; 2022Q2: 76,467 shares; 2022Q3: 75,792 shares 75,792 $38.3M 0.95% -675 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 138,200 shares; 2022Q1: 133,735 shares; 2022Q2: 133,109 shares; 2022Q3: 108,672 shares 108,672 $35.7M 0.88% -24,437 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,094,842 shares; 2022Q1: 1,044,474 shares; 2022Q2: 1,018,578 shares; 2022Q3: 912,776 shares 912,776 $33.3M 0.82% -105,802 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 237,144 shares; 2022Q1: 236,129 shares; 2022Q2: 233,143 shares; 2022Q3: 227,518 shares 227,518 $31.7M 0.78% -5,625 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 410,397 shares; 2022Q1: 436,402 shares; 2022Q2: 470,981 shares; 2022Q3: 580,232 shares 580,232 $30.6M 0.76% +109,251 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 107,632 shares; 2022Q1: 109,459 shares; 2022Q2: 108,479 shares; 2022Q3: 103,455 shares 103,455 $30.3M 0.75% -5,024 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 99,677 shares; 2022Q1: 103,513 shares; 2022Q2: 102,537 shares; 2022Q3: 103,429 shares 103,429 $29.4M 0.73% +892 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 247,039 shares; 2022Q1: 257,181 shares; 2022Q2: 258,749 shares; 2022Q3: 259,105 shares 259,105 $28.9M 0.72% +356 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 182,422 shares; 2022Q1: 182,218 shares; 2022Q2: 177,424 shares; 2022Q3: 173,007 shares 173,007 $28.9M 0.71% -4,417 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 576,466 shares; 2022Q1: 561,682 shares; 2022Q2: 541,819 shares; 2022Q3: 513,895 shares 513,895 $28.8M 0.71% -27,924 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 317,634 shares; 2022Q1: 365,022 shares; 2022Q2: 358,666 shares; 2022Q3: 350,100 shares 350,100 $28.7M 0.71% -8,566 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 903,133 shares; 2022Q1: 956,428 shares; 2022Q2: 950,499 shares; 2022Q3: 955,745 shares 955,745 $28.6M 0.71% +5,246 Timeline LINDE PLC/OLD LINDE PLC/OLD More: the full row for LINDE PLC/OLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 104,916 shares; 2022Q1: 108,523 shares; 2022Q2: 107,427 shares; 2022Q3: 105,842 shares 105,842 $28.5M 0.71% -1,585 SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 548,939 shares; 2022Q1: 520,689 shares; 2022Q2: 493,313 shares; 2022Q3: 486,529 shares 486,529 $28.5M 0.7% -6,784 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 60,771 shares; 2022Q1: 59,359 shares; 2022Q2: 58,887 shares; 2022Q3: 57,979 shares 57,979 $27.3M 0.67% -908 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 83,816 shares; 2022Q1: 111,379 shares; 2022Q2: 128,006 shares; 2022Q3: 139,412 shares 139,412 $27.2M 0.67% +11,406 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 107,777 shares; 2022Q1: 120,594 shares; 2022Q2: 121,909 shares; 2022Q3: 119,220 shares 119,220 $26.9M 0.66% -2,689 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 232,110 shares; 2022Q1: 458,944 shares; 2022Q2: 479,871 shares; 2022Q3: 474,131 shares 474,131 $26.5M 0.65% -5,740 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 295,542 shares; 2022Q1: 293,562 shares; 2022Q2: 274,660 shares; 2022Q3: 264,494 shares 264,494 $24.9M 0.62% -10,166 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 118,172 shares; 2022Q1: 119,354 shares; 2022Q2: 117,279 shares; 2022Q3: 114,659 shares 114,659 $24.6M 0.61% -2,620 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 158,152 shares; 2022Q1: 157,482 shares; 2022Q2: 153,892 shares; 2022Q3: 150,562 shares 150,562 $24.6M 0.61% -3,330 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 656,977 shares; 2022Q1: 702,498 shares; 2022Q2: 705,125 shares; 2022Q3: 638,673 shares 638,673 $24.2M 0.6% -66,452 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 246,766 shares; 2022Q1: 284,402 shares; 2022Q2: 282,515 shares; 2022Q3: 300,281 shares 300,281 $24.2M 0.6% +17,766 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 261,927 shares; 2022Q1: 259,083 shares; 2022Q2: 255,485 shares; 2022Q3: 250,252 shares 250,252 $24.2M 0.6% -5,233 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 263,772 shares; 2022Q1: 262,229 shares; 2022Q2: 260,720 shares; 2022Q3: 255,021 shares 255,021 $24.2M 0.6% -5,699 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 813,114 shares; 2022Q1: 791,907 shares; 2022Q2: 803,505 shares; 2022Q3: 764,167 shares 764,167 $24.1M 0.6% -39,338 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 282,077 shares; 2022Q1: 301,736 shares; 2022Q2: 301,520 shares; 2022Q3: 323,166 shares 323,166 $23.2M 0.57% +21,646 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 267,303 shares; 2022Q1: 267,973 shares; 2022Q2: 270,728 shares; 2022Q3: 264,834 shares 264,834 $23.1M 0.57% -5,894 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 427,295 shares; 2022Q1: 455,581 shares; 2022Q2: 485,524 shares; 2022Q3: 543,101 shares 543,101 $22.6M 0.56% +57,577 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 230,753 shares; 2022Q1: 260,498 shares; 2022Q2: 247,288 shares; 2022Q3: 248,216 shares 248,216 $22.2M 0.55% +928 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 384,052 shares; 2022Q1: 405,268 shares; 2022Q2: 390,221 shares; 2022Q3: 509,154 shares 509,154 $21.9M 0.54% +118,933 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 181,439 shares; 2022Q1: 187,465 shares; 2022Q2: 186,548 shares; 2022Q3: 186,605 shares 186,605 $21.1M 0.52% +57 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 142,106 shares; 2022Q1: 139,529 shares; 2022Q2: 143,921 shares; 2022Q3: 140,460 shares 140,460 $20.8M 0.52% -3,461 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 231,582 shares; 2022Q1: 249,419 shares; 2022Q2: 232,841 shares; 2022Q3: 216,092 shares 216,092 $20.8M 0.51% -16,749 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 734,700 shares; 2022Q1: 742,462 shares; 2022Q2: 740,591 shares; 2022Q3: 704,138 shares 704,138 $20.7M 0.51% -36,453 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 145,505 shares; 2022Q1: 157,744 shares; 2022Q2: 149,517 shares; 2022Q3: 141,706 shares 141,706 $20.3M 0.5% -7,811 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 137,903 shares; 2022Q1: 151,007 shares; 2022Q2: 149,657 shares; 2022Q3: 144,510 shares 144,510 $19.6M 0.48% -5,147 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 94,994 shares; 2022Q1: 97,948 shares; 2022Q2: 101,973 shares; 2022Q3: 103,106 shares 103,106 $19.4M 0.48% +1,133 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 77,714 shares; 2022Q1: 82,719 shares; 2022Q2: 82,915 shares; 2022Q3: 80,955 shares 80,955 $18.6M 0.46% -1,960 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 173,950 shares; 2022Q1: 206,545 shares; 2022Q2: 194,427 shares; 2022Q3: 143,767 shares 143,767 $17.8M 0.44% -50,660 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 148,362 shares; 2022Q1: 144,349 shares; 2022Q2: 140,584 shares; 2022Q3: 137,997 shares 137,997 $17.7M 0.44% -2,587 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 225,687 shares; 2022Q1: 218,456 shares; 2022Q2: 208,550 shares; 2022Q3: 202,051 shares 202,051 $17.6M 0.44% -6,499 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,727 shares; 2022Q1: 36,650 shares; 2022Q2: 36,288 shares; 2022Q3: 38,085 shares 38,085 $17.3M 0.43% +1,797 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 96,883 shares; 2022Q1: 261,439 shares; 2022Q2: 265,540 shares; 2022Q3: 265,507 shares 265,507 $16.8M 0.42% -33 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 139,143 shares; 2022Q1: 137,440 shares; 2022Q2: 135,280 shares; 2022Q3: 123,457 shares 123,457 $16.7M 0.41% -11,823 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 338,544 shares; 2022Q1: 312,502 shares; 2022Q2: 281,543 shares; 2022Q3: 264,506 shares 264,506 $16.4M 0.41% -17,037 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,974 shares; 2022Q1: 9,122 shares; 2022Q2: 8,858 shares; 2022Q3: 170,880 shares 170,880 $16.4M 0.41% +162,022 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 101,230 shares; 2022Q1: 104,783 shares; 2022Q2: 104,925 shares; 2022Q3: 103,203 shares 103,203 $16.1M 0.4% -1,722 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 264,906 shares; 2022Q1: 251,426 shares; 2022Q2: 254,170 shares; 2022Q3: 273,975 shares 273,975 $15.8M 0.39% +19,805 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 99,302 shares; 2022Q1: 99,172 shares; 2022Q2: 97,230 shares; 2022Q3: 95,532 shares 95,532 $15.3M 0.38% -1,698 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 297,119 shares; 2022Q1: 283,284 shares; 2022Q2: 288,988 shares; 2022Q3: 278,963 shares 278,963 $15.3M 0.38% -10,025 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 110,341 shares; 2022Q1: 106,538 shares; 2022Q2: 105,187 shares; 2022Q3: 103,471 shares 103,471 $14.9M 0.37% -1,716 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 185,874 shares; 2022Q1: 184,824 shares; 2022Q2: 180,514 shares; 2022Q3: 177,885 shares 177,885 $14.8M 0.37% -2,629 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 223,937 shares; 2022Q1: 248,306 shares; 2022Q2: 248,580 shares; 2022Q3: 237,503 shares 237,503 $14.8M 0.36% -11,077 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 68,390 shares; 2022Q1: 66,711 shares; 2022Q2: 64,913 shares; 2022Q3: 62,186 shares 62,186 $14.1M 0.35% -2,727 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,660 shares; 2022Q1: 58,191 shares; 2022Q2: 57,890 shares; 2022Q3: 53,990 shares 53,990 $13.9M 0.34% -3,900 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 109,312 shares; 2022Q1: 108,208 shares; 2022Q2: 108,324 shares; 2022Q3: 106,106 shares 106,106 $13.7M 0.34% -2,218 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,594 shares; 2022Q1: 28,960 shares; 2022Q2: 28,443 shares; 2022Q3: 34,688 shares 34,688 $13.4M 0.33% +6,245 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 169,921 shares; 2022Q1: 167,025 shares; 2022Q2: 160,130 shares; 2022Q3: 154,893 shares 154,893 $13.1M 0.32% -5,237 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 149,907 shares; 2022Q1: 129,721 shares; 2022Q2: 291,750 shares; 2022Q3: 270,777 shares 270,777 $13M 0.32% -20,973 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 43,771 shares; 2022Q1: 45,575 shares; 2022Q2: 45,880 shares; 2022Q3: 47,340 shares 47,340 $13M 0.32% +1,460 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 265,050 shares; 2022Q1: 279,732 shares; 2022Q2: 273,603 shares; 2022Q3: 272,828 shares 272,828 $13M 0.32% -775 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 94,550 shares; 2022Q1: 96,552 shares; 2022Q2: 97,086 shares; 2022Q3: 96,710 shares 96,710 $12.5M 0.31% -376 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 83,698 shares; 2022Q1: 69,049 shares; 2022Q2: 66,930 shares; 2022Q3: 66,038 shares 66,038 $12.4M 0.31% -892 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 119,766 shares; 2022Q1: 139,429 shares; 2022Q2: 165,018 shares; 2022Q3: 198,429 shares 198,429 $12.2M 0.3% +33,411 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 307,321 shares; 2022Q1: 317,174 shares; 2022Q2: 320,597 shares; 2022Q3: 314,202 shares 314,202 $12.2M 0.3% -6,395 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 322,543 shares; 2022Q1: 321,235 shares; 2022Q2: 306,334 shares; 2022Q3: 295,053 shares 295,053 $11.9M 0.29% -11,281 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 107,146 shares; 2022Q1: 108,121 shares; 2022Q2: 103,620 shares; 2022Q3: 102,261 shares 102,261 $11.8M 0.29% -1,359 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 391,253 shares; 2022Q1: 409,836 shares; 2022Q2: 415,788 shares; 2022Q3: 403,021 shares 403,021 $11.7M 0.29% -12,767 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 130,617 shares; 2022Q1: 267,380 shares; 2022Q2: 286,917 shares; 2022Q3: 309,155 shares 309,155 $11.7M 0.29% +22,238 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 478,038 shares; 2022Q1: 441,727 shares; 2022Q2: 398,009 shares; 2022Q3: 368,297 shares 368,297 $11.7M 0.29% -29,712 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 55,901 shares; 2022Q1: 54,626 shares; 2022Q2: 56,505 shares; 2022Q3: 55,444 shares 55,444 $11.5M 0.28% -1,061 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 113,014 shares; 2022Q1: 110,336 shares; 2022Q2: 109,407 shares; 2022Q3: 101,161 shares 101,161 $11.4M 0.28% -8,246 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 81,875 shares; 2022Q1: 83,094 shares; 2022Q2: 81,954 shares; 2022Q3: 74,230 shares 74,230 $11.3M 0.28% -7,724 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 173,732 shares; 2022Q1: 172,620 shares; 2022Q2: 166,416 shares; 2022Q3: 153,109 shares 153,109 $11.1M 0.27% -13,307 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,429 shares; 2022Q1: 20,741 shares; 2022Q2: 21,496 shares; 2022Q3: 21,733 shares 21,733 $10.6M 0.26% +237 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 408,412 shares; 2022Q1: 421,147 shares; 2022Q2: 405,886 shares; 2022Q3: 410,688 shares 410,688 $10.6M 0.26% +4,802 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,840 shares; 2022Q1: 21,857 shares; 2022Q2: 20,776 shares; 2022Q3: 19,216 shares 19,216 $10.6M 0.26% -1,560 CMF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 183,097 shares; 2022Q1: 168,158 shares; 2022Q2: 183,706 shares; 2022Q3: 193,692 shares 193,692 $10.5M 0.26% +9,986 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 124,530 shares; 2022Q1: 118,474 shares; 2022Q2: 118,377 shares; 2022Q3: 109,157 shares 109,157 $10.4M 0.26% -9,220 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,367 shares; 2022Q1: 25,690 shares; 2022Q2: 99,664 shares; 2022Q3: 101,088 shares 101,088 $10.4M 0.26% +1,424 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 77,664 shares; 2022Q1: 71,956 shares; 2022Q2: 71,590 shares; 2022Q3: 76,737 shares 76,737 $10.3M 0.25% +5,147 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 83,649 shares; 2022Q1: 89,007 shares; 2022Q2: 95,284 shares; 2022Q3: 101,318 shares 101,318 $10.3M 0.25% +6,034 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 166,119 shares; 2022Q1: 168,514 shares; 2022Q2: 169,816 shares; 2022Q3: 168,043 shares 168,043 $10.3M 0.25% -1,773 Timeline USIG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 208,768 shares; 2022Q1: 214,286 shares; 2022Q2: 213,708 shares; 2022Q3: 212,511 shares 212,511 $10.2M 0.25% -1,197 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 698,873 shares; 2022Q1: 783,344 shares; 2022Q2: 819,097 shares; 2022Q3: 773,058 shares 773,058 $10.2M 0.25% -46,039 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 267,290 shares; 2022Q1: 274,472 shares; 2022Q2: 258,825 shares; 2022Q3: 264,319 shares 264,319 $10.2M 0.25% +5,494 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,953 shares; 2022Q1: 61,994 shares; 2022Q2: 88,816 shares; 2022Q3: 117,856 shares 117,856 $10.1M 0.25% +29,040 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 183,812 shares; 2022Q1: 180,185 shares; 2022Q2: 178,443 shares; 2022Q3: 168,066 shares 168,066 $9.8M 0.24% -10,377 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 531,187 shares; 2022Q1: 561,159 shares; 2022Q2: 575,619 shares; 2022Q3: 638,640 shares 638,640 $9.8M 0.24% +63,021 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 154,637 shares; 2022Q1: 159,558 shares; 2022Q2: 156,157 shares; 2022Q3: 151,788 shares 151,788 $9.68M 0.24% -4,369 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 48,123 shares; 2022Q1: 48,503 shares; 2022Q2: 46,704 shares; 2022Q3: 46,504 shares 46,504 $9.18M 0.23% -200 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 170,722 shares; 2022Q1: 170,632 shares; 2022Q2: 171,651 shares; 2022Q3: 169,765 shares 169,765 $9.11M 0.23% -1,886 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 168,468 shares; 2022Q1: 157,877 shares; 2022Q2: 137,242 shares; 2022Q3: 116,049 shares 116,049 $9.1M 0.23% -21,193 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,858 shares; 2022Q1: 60,655 shares; 2022Q2: 59,506 shares; 2022Q3: 56,077 shares 56,077 $8.84M 0.22% -3,429 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 313,807 shares; 2022Q1: 299,198 shares; 2022Q2: 281,798 shares; 2022Q3: 251,341 shares 251,341 $8.77M 0.22% -30,457 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,916 shares; 2022Q1: 36,138 shares; 2022Q2: 41,642 shares; 2022Q3: 39,666 shares 39,666 $8.49M 0.21% -1,976 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,231 shares; 2022Q1: 12,771 shares; 2022Q2: 12,165 shares; 2022Q3: 12,059 shares 12,059 $8.48M 0.21% -106 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 115,504 shares; 2022Q1: 117,303 shares; 2022Q2: 116,492 shares; 2022Q3: 136,128 shares 136,128 $8.43M 0.21% +19,636 Timeline FORGE GLOBAL HOLDINGS INC FORGE GLOBAL HOLDINGS INC More: the full row for FORGE GLOBAL HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 4,651,655 shares 4,651,655 $8.14M 0.2% new WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 266,171 shares; 2022Q1: 282,447 shares; 2022Q2: 282,332 shares; 2022Q3: 278,903 shares 278,903 $7.99M 0.2% -3,429 Timeline LVS LAS VEGAS SANDS CORP More: the full row for LAS VEGAS SANDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 187,972 shares; 2022Q1: 237,699 shares; 2022Q2: 216,944 shares; 2022Q3: 211,871 shares 211,871 $7.95M 0.2% -5,073 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 158,753 shares; 2022Q1: 255,128 shares; 2022Q2: 268,318 shares; 2022Q3: 264,881 shares 264,881 $7.91M 0.2% -3,437 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 81,468 shares; 2022Q1: 80,240 shares; 2022Q2: 78,371 shares; 2022Q3: 76,698 shares 76,698 $7.85M 0.19% -1,673 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,900 shares; 2022Q1: 52,222 shares; 2022Q2: 52,000 shares; 2022Q3: 50,032 shares 50,032 $7.74M 0.19% -1,968 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 118,689 shares; 2022Q1: 121,258 shares; 2022Q2: 120,936 shares; 2022Q3: 129,350 shares 129,350 $7.53M 0.19% +8,414 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,755 shares; 2022Q1: 63,755 shares; 2022Q2: 63,755 shares; 2022Q3: 62,501 shares 62,501 $7.52M 0.19% -1,254 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 179,102 shares; 2022Q1: 180,910 shares; 2022Q2: 178,613 shares; 2022Q3: 169,058 shares 169,058 $7.5M 0.19% -9,555 Timeline APTIV PLC APTIV PLC More: the full row for APTIV PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 114,874 shares; 2022Q1: 103,948 shares; 2022Q2: 99,252 shares; 2022Q3: 95,428 shares 95,428 $7.46M 0.18% -3,824 ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 129,205 shares; 2022Q1: 136,537 shares; 2022Q2: 134,086 shares; 2022Q3: 127,922 shares 127,922 $7.44M 0.18% -6,164 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 104,399 shares; 2022Q1: 105,758 shares; 2022Q2: 106,867 shares; 2022Q3: 100,907 shares 100,907 $7.2M 0.18% -5,960 Timeline SCHF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 252,084 shares; 2022Q1: 236,483 shares; 2022Q2: 243,645 shares; 2022Q3: 247,661 shares 247,661 $6.97M 0.17% +4,016 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 132,905 shares; 2022Q1: 128,212 shares; 2022Q2: 117,478 shares; 2022Q3: 91,652 shares 91,652 $6.86M 0.17% -25,826 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 74,531 shares; 2022Q1: 73,873 shares; 2022Q2: 73,812 shares; 2022Q3: 73,359 shares 73,359 $6.82M 0.17% -453 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,605 shares; 2022Q1: 47,093 shares; 2022Q2: 42,250 shares; 2022Q3: 40,919 shares 40,919 $6.71M 0.17% -1,331 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 79,882 shares; 2022Q1: 80,909 shares; 2022Q2: 78,817 shares; 2022Q3: 80,443 shares 80,443 $6.58M 0.16% +1,626 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 66,726 shares; 2022Q1: 65,946 shares; 2022Q2: 63,540 shares; 2022Q3: 58,139 shares 58,139 $6.42M 0.16% -5,401 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,894 shares; 2022Q1: 16,396 shares; 2022Q2: 15,777 shares; 2022Q3: 15,686 shares 15,686 $6.3M 0.16% -91 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 35,713 shares; 2022Q1: 50,356 shares; 2022Q2: 58,278 shares; 2022Q3: 76,029 shares 76,029 $6.28M 0.16% +17,751 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 48,647 shares; 2022Q1: 43,410 shares; 2022Q2: 27,626 shares; 2022Q3: 29,118 shares 29,118 $6.13M 0.15% +1,492 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 58,609 shares; 2022Q1: 64,057 shares; 2022Q2: 63,866 shares; 2022Q3: 63,502 shares 63,502 $5.94M 0.15% -364 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,818 shares; 2022Q1: 34,233 shares; 2022Q2: 32,762 shares; 2022Q3: 31,147 shares 31,147 $5.94M 0.15% -1,615 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,261 shares; 2022Q1: 27,854 shares; 2022Q2: 26,901 shares; 2022Q3: 26,613 shares 26,613 $5.83M 0.14% -288 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,883 shares; 2022Q1: 3,059 shares; 2022Q2: 3,268 shares; 2022Q3: 3,504 shares 3,504 $5.76M 0.14% +236 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 40,723 shares; 2022Q1: 41,516 shares; 2022Q2: 41,181 shares; 2022Q3: 41,657 shares 41,657 $5.59M 0.14% +476 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 245,184 shares; 2022Q1: 221,725 shares; 2022Q2: 201,341 shares; 2022Q3: 190,544 shares 190,544 $5.44M 0.13% -10,797 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 75,844 shares; 2022Q1: 74,309 shares; 2022Q2: 72,185 shares; 2022Q3: 69,209 shares 69,209 $5.43M 0.13% -2,976 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,455 shares; 2022Q1: 21,715 shares; 2022Q2: 21,858 shares; 2022Q3: 21,090 shares 21,090 $5.43M 0.13% -768 Timeline LEG LEGGETT & PLATT INC More: the full row for LEGGETT & PLATT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,286 shares; 2022Q1: 15,490 shares; 2022Q2: 107,216 shares; 2022Q3: 159,711 shares 159,711 $5.31M 0.13% +52,495 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 64,915 shares; 2022Q1: 68,669 shares; 2022Q2: 64,198 shares; 2022Q3: 63,563 shares 63,563 $5.28M 0.13% -635 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,082 shares; 2022Q1: 10,676 shares; 2022Q2: 11,708 shares; 2022Q3: 144,489 shares 144,489 $5.19M 0.13% +132,781 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,676 shares; 2022Q1: 29,518 shares; 2022Q2: 29,576 shares; 2022Q3: 27,990 shares 27,990 $4.97M 0.12% -1,586 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,695 shares; 2022Q1: 19,495 shares; 2022Q2: 19,495 shares; 2022Q3: 19,479 shares 19,479 $4.91M 0.12% -16 Timeline IJT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 51,888 shares; 2022Q1: 48,964 shares; 2022Q2: 48,154 shares; 2022Q3: 47,815 shares 47,815 $4.86M 0.12% -339 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,747 shares; 2022Q1: 44,875 shares; 2022Q2: 43,688 shares; 2022Q3: 42,829 shares 42,829 $4.82M 0.12% -859 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 103,910 shares; 2022Q1: 100,910 shares; 2022Q2: 106,364 shares; 2022Q3: 104,519 shares 104,519 $4.81M 0.12% -1,845 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,425 shares; 2022Q1: 64,500 shares; 2022Q2: 58,711 shares; 2022Q3: 42,919 shares 42,919 $4.74M 0.12% -15,792 VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 184,072 shares; 2022Q1: 186,604 shares; 2022Q2: 170,892 shares; 2022Q3: 154,697 shares 154,697 $4.63M 0.11% -16,195 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,294 shares; 2022Q1: 25,550 shares; 2022Q2: 23,651 shares; 2022Q3: 23,470 shares 23,470 $4.57M 0.11% -181 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 52,118 shares; 2022Q1: 56,876 shares; 2022Q2: 55,646 shares; 2022Q3: 53,809 shares 53,809 $4.5M 0.11% -1,837 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 38,523 shares; 2022Q1: 37,829 shares; 2022Q2: 38,067 shares; 2022Q3: 37,667 shares 37,667 $4.47M 0.11% -400 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 73,654 shares; 2022Q1: 62,259 shares; 2022Q2: 62,260 shares; 2022Q3: 60,946 shares 60,946 $4.46M 0.11% -1,314 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 38,995 shares; 2022Q1: 45,632 shares; 2022Q2: 44,927 shares; 2022Q3: 50,515 shares 50,515 $4.33M 0.11% +5,588 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 38,013 shares; 2022Q1: 37,698 shares; 2022Q2: 39,524 shares; 2022Q3: 40,839 shares 40,839 $4.28M 0.11% +1,315 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,792 shares; 2022Q1: 21,639 shares; 2022Q2: 21,280 shares; 2022Q3: 16,434 shares 16,434 $3.98M 0.1% -4,846 Timeline SWK STANLEY BLACK & DECKER INC More: the full row for STANLEY BLACK & DECKER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 61,507 shares; 2022Q1: 75,574 shares; 2022Q2: 80,507 shares; 2022Q3: 52,725 shares 52,725 $3.96M 0.1% -27,782 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 39,365 shares; 2022Q1: 38,422 shares; 2022Q2: 37,632 shares; 2022Q3: 36,693 shares 36,693 $3.93M 0.1% -939 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,657 shares; 2022Q1: 26,692 shares; 2022Q2: 26,321 shares; 2022Q3: 24,893 shares 24,893 $3.73M 0.09% -1,428 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,601 shares; 2022Q1: 30,493 shares; 2022Q2: 27,546 shares; 2022Q3: 27,269 shares 27,269 $3.71M 0.09% -277 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 48,951 shares; 2022Q1: 46,640 shares; 2022Q2: 47,268 shares; 2022Q3: 45,949 shares 45,949 $3.71M 0.09% -1,319 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 234,930 shares; 2022Q1: 139,148 shares; 2022Q2: 121,218 shares; 2022Q3: 90,204 shares 90,204 $3.64M 0.09% -31,014 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,138 shares; 2022Q1: 16,219 shares; 2022Q2: 16,194 shares; 2022Q3: 15,611 shares 15,611 $3.63M 0.09% -583 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,672 shares; 2022Q1: 10,608 shares; 2022Q2: 10,526 shares; 2022Q3: 10,842 shares 10,842 $3.62M 0.09% +316 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,149 shares; 2022Q1: 26,127 shares; 2022Q2: 25,480 shares; 2022Q3: 24,193 shares 24,193 $3.59M 0.09% -1,287 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 50,390 shares; 2022Q1: 56,222 shares; 2022Q2: 56,846 shares; 2022Q3: 56,832 shares 56,832 $3.58M 0.09% -14 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,159 shares; 2022Q1: 44,287 shares; 2022Q2: 43,962 shares; 2022Q3: 43,363 shares 43,363 $3.58M 0.09% -599 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 47,804 shares; 2022Q1: 47,651 shares; 2022Q2: 56,801 shares; 2022Q3: 61,442 shares 61,442 $3.51M 0.09% +4,641 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,228 shares; 2022Q1: 30,228 shares; 2022Q2: 30,228 shares; 2022Q3: 30,228 shares 30,228 $3.5M 0.09% 0 Timeline SMLF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 173,254 shares; 2022Q1: 92,017 shares; 2022Q2: 87,381 shares; 2022Q3: 76,195 shares 76,195 $3.41M 0.08% -11,186 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,827 shares; 2022Q1: 13,978 shares; 2022Q2: 10,645 shares; 2022Q3: 14,104 shares 14,104 $3.32M 0.08% +3,459 Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 118,873 shares; 2022Q1: 122,768 shares; 2022Q2: 115,387 shares; 2022Q3: 114,766 shares 114,766 $3.31M 0.08% -621 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,275 shares; 2022Q1: 16,886 shares; 2022Q2: 17,463 shares; 2022Q3: 18,371 shares 18,371 $3.25M 0.08% +908 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7 shares; 2022Q1: 8 shares; 2022Q2: 8 shares; 2022Q3: 8 shares 8 $3.25M 0.08% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 45,620 shares; 2022Q1: 89,350 shares; 2022Q2: 85,792 shares; 2022Q3: 75,402 shares 75,402 $3.19M 0.08% -10,390 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,907 shares; 2022Q1: 10,038 shares; 2022Q2: 10,171 shares; 2022Q3: 10,144 shares 10,144 $3.1M 0.08% -27 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 37,415 shares; 2022Q1: 42,797 shares; 2022Q2: 44,384 shares; 2022Q3: 43,529 shares 43,529 $3.08M 0.08% -855 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 78,707 shares; 2022Q1: 78,987 shares; 2022Q2: 77,076 shares; 2022Q3: 39,410 shares 39,410 $3.07M 0.08% -37,666 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,798 shares; 2022Q1: 31,651 shares; 2022Q2: 33,458 shares; 2022Q3: 31,681 shares 31,681 $3.04M 0.08% -1,777 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,063 shares; 2022Q1: 33,193 shares; 2022Q2: 33,298 shares; 2022Q3: 33,298 shares 33,298 $3M 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 14,058 shares; 2022Q1: 13,940 shares; 2022Q2: 13,977 shares; 2022Q3: 11,076 shares 11,076 $2.96M 0.07% -2,901 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 30,147 shares; 2022Q1: 25,955 shares; 2022Q2: 21,323 shares; 2022Q3: 19,620 shares 19,620 $2.93M 0.07% -1,703 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 42,249 shares; 2022Q1: 42,198 shares; 2022Q2: 22,819 shares; 2022Q3: 21,184 shares 21,184 $2.88M 0.07% -1,635 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,545 shares; 2022Q1: 20,991 shares; 2022Q2: 21,885 shares; 2022Q3: 21,506 shares 21,506 $2.87M 0.07% -379 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,809 shares; 2022Q1: 21,445 shares; 2022Q2: 22,762 shares; 2022Q3: 23,775 shares 23,775 $2.82M 0.07% +1,013 Timeline EMLC VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 163,691 shares; 2022Q1: 151,245 shares; 2022Q2: 142,049 shares; 2022Q3: 123,494 shares 123,494 $2.82M 0.07% -18,555 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 99,685 shares; 2022Q1: 96,121 shares; 2022Q2: 91,014 shares; 2022Q3: 88,877 shares 88,877 $2.68M 0.07% -2,137 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 60,059 shares; 2022Q1: 62,219 shares; 2022Q2: 62,941 shares; 2022Q3: 58,735 shares 58,735 $2.58M 0.06% -4,206 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,316 shares; 2022Q1: 14,482 shares; 2022Q2: 13,496 shares; 2022Q3: 14,403 shares 14,403 $2.46M 0.06% +907 Timeline EFOR EVERFORTH INC More: the full row for EVERFORTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,000 shares; 2022Q1: 27,000 shares; 2022Q2: 27,000 shares; 2022Q3: 27,000 shares 27,000 $2.44M 0.06% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,290 shares; 2022Q1: 5,379 shares; 2022Q2: 4,969 shares; 2022Q3: 4,807 shares 4,807 $2.44M 0.06% -162 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 32,177 shares; 2022Q1: 31,560 shares; 2022Q2: 31,252 shares; 2022Q3: 31,227 shares 31,227 $2.39M 0.06% -25 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,666 shares; 2022Q1: 8,431 shares; 2022Q2: 10,984 shares; 2022Q3: 11,045 shares 11,045 $2.39M 0.06% +61 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 63,563 shares; 2022Q1: 62,874 shares; 2022Q2: 60,949 shares; 2022Q3: 59,024 shares 59,024 $2.38M 0.06% -1,925 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 48,306 shares; 2022Q1: 44,559 shares; 2022Q2: 44,207 shares; 2022Q3: 38,197 shares 38,197 $2.37M 0.06% -6,010 Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,897 shares; 2022Q1: 62,757 shares; 2022Q2: 61,732 shares; 2022Q3: 51,838 shares 51,838 $2.32M 0.06% -9,894 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,318 shares; 2022Q1: 21,845 shares; 2022Q2: 21,039 shares; 2022Q3: 18,993 shares 18,993 $2.31M 0.06% -2,046 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 101,626 shares; 2022Q1: 97,023 shares; 2022Q2: 97,576 shares; 2022Q3: 95,398 shares 95,398 $2.27M 0.06% -2,178 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 57,983 shares; 2022Q1: 58,745 shares; 2022Q2: 58,901 shares; 2022Q3: 58,805 shares 58,805 $2.27M 0.06% -96 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 162,666 shares; 2022Q1: 167,522 shares; 2022Q2: 141,004 shares; 2022Q3: 111,047 shares 111,047 $2.24M 0.06% -29,957 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,149 shares; 2022Q1: 15,389 shares; 2022Q2: 14,805 shares; 2022Q3: 12,197 shares 12,197 $2.22M 0.05% -2,608 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 59,890 shares; 2022Q1: 63,333 shares; 2022Q2: 64,590 shares; 2022Q3: 67,728 shares 67,728 $2.21M 0.05% +3,138 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 44,664 shares; 2022Q1: 41,151 shares; 2022Q2: 32,365 shares; 2022Q3: 31,453 shares 31,453 $2.21M 0.05% -912 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,770 shares; 2022Q1: 10,726 shares; 2022Q2: 10,575 shares; 2022Q3: 10,344 shares 10,344 $2.17M 0.05% -231 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,752 shares; 2022Q1: 12,209 shares; 2022Q2: 14,036 shares; 2022Q3: 13,414 shares 13,414 $2.08M 0.05% -622 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 20,952 shares; 2022Q1: 19,720 shares; 2022Q2: 18,585 shares; 2022Q3: 18,057 shares 18,057 $2M 0.05% -528 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,554 shares; 2022Q1: 6,868 shares; 2022Q2: 6,870 shares; 2022Q3: 6,969 shares 6,969 $1.95M 0.05% +99 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,200 shares; 2022Q1: 11,584 shares; 2022Q2: 13,034 shares; 2022Q3: 18,588 shares 18,588 $1.91M 0.05% +5,554 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 64,344 shares; 2022Q1: 83,586 shares; 2022Q2: 83,586 shares; 2022Q3: 83,586 shares 83,586 $1.9M 0.05% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,470 shares; 2022Q1: 13,933 shares; 2022Q2: 13,990 shares; 2022Q3: 13,990 shares 13,990 $1.89M 0.05% 0 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,571 shares; 2022Q1: 15,026 shares; 2022Q2: 15,785 shares; 2022Q3: 15,281 shares 15,281 $1.85M 0.05% -504 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,422 shares; 2022Q1: 25,837 shares; 2022Q2: 25,783 shares; 2022Q3: 20,402 shares 20,402 $1.84M 0.05% -5,381 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,699 shares; 2022Q1: 5,809 shares; 2022Q2: 6,166 shares; 2022Q3: 6,244 shares 6,244 $1.73M 0.04% +78 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,579 shares; 2022Q1: 13,420 shares; 2022Q2: 13,380 shares; 2022Q3: 13,280 shares 13,280 $1.69M 0.04% -100 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 25,309 shares; 2022Q1: 25,081 shares; 2022Q2: 25,216 shares; 2022Q3: 23,216 shares 23,216 $1.67M 0.04% -2,000 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,512 shares; 2022Q1: 9,385 shares; 2022Q2: 9,764 shares; 2022Q3: 9,215 shares 9,215 $1.65M 0.04% -549 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,668 shares; 2022Q1: 25,841 shares; 2022Q2: 25,841 shares; 2022Q3: 26,026 shares 26,026 $1.59M 0.04% +185 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,441 shares; 2022Q1: 11,441 shares; 2022Q2: 11,441 shares; 2022Q3: 11,441 shares 11,441 $1.56M 0.04% 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 32,470 shares; 2022Q2: 31,761 shares; 2022Q3: 30,525 shares 30,525 $1.52M 0.04% -1,236 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,820 shares; 2022Q1: 7,616 shares; 2022Q2: 7,526 shares; 2022Q3: 6,984 shares 6,984 $1.5M 0.04% -542 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,910 shares; 2022Q1: 5,910 shares; 2022Q2: 5,769 shares; 2022Q3: 5,509 shares 5,509 $1.48M 0.04% -260 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 29,711 shares; 2022Q1: 29,195 shares; 2022Q2: 26,673 shares; 2022Q3: 26,651 shares 26,651 $1.44M 0.04% -22 Timeline DBC INVESCO DB COMMDY INDX TRCK More: the full row for INVESCO DB COMMDY INDX TRCK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 61,245 shares; 2022Q3: 59,245 shares 59,245 $1.42M 0.04% -2,000 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,058 shares; 2022Q1: 4,485 shares; 2022Q2: 11,785 shares; 2022Q3: 15,562 shares 15,562 $1.4M 0.03% +3,777 Timeline SIVR ABRDN SILVER ETF TRUST More: the full row for ABRDN SILVER ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 28,925 shares; 2022Q1: 52,893 shares; 2022Q2: 94,860 shares; 2022Q3: 75,971 shares 75,971 $1.39M 0.03% -18,889 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,340 shares; 2022Q1: 7,031 shares; 2022Q2: 6,594 shares; 2022Q3: 6,551 shares 6,551 $1.33M 0.03% -43 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,839 shares; 2022Q1: 16,913 shares; 2022Q2: 16,673 shares; 2022Q3: 10,332 shares 10,332 $1.29M 0.03% -6,341 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,077 shares; 2022Q1: 16,281 shares; 2022Q2: 16,436 shares; 2022Q3: 15,767 shares 15,767 $1.27M 0.03% -669 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,090 shares; 2022Q1: 10,640 shares; 2022Q2: 10,390 shares; 2022Q3: 10,290 shares 10,290 $1.26M 0.03% -100 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 17,620 shares; 2022Q1: 17,563 shares; 2022Q2: 17,733 shares; 2022Q3: 21,383 shares 21,383 $1.21M 0.03% +3,650 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 62,009 shares; 2022Q1: 58,416 shares; 2022Q2: 55,340 shares; 2022Q3: 42,715 shares 42,715 $1.2M 0.03% -12,625 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,959 shares; 2022Q1: 33,785 shares; 2022Q2: 32,303 shares; 2022Q3: 31,931 shares 31,931 $1.14M 0.03% -372 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 33,748 shares; 2022Q1: 37,938 shares; 2022Q2: 39,301 shares; 2022Q3: 37,211 shares 37,211 $1.13M 0.03% -2,090 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,197 shares; 2022Q1: 11,048 shares; 2022Q2: 11,065 shares; 2022Q3: 11,248 shares 11,248 $1.12M 0.03% +183 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,910 shares; 2022Q1: 16,865 shares; 2022Q2: 17,094 shares; 2022Q3: 16,086 shares 16,086 $1.07M 0.03% -1,008 DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,446 shares; 2022Q1: 27,446 shares; 2022Q2: 27,446 shares; 2022Q3: 27,446 shares 27,446 $1.06M 0.03% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,757 shares; 2022Q1: 17,550 shares; 2022Q2: 17,238 shares; 2022Q3: 16,577 shares 16,577 $1.04M 0.03% -661 Timeline SCHO SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 21,696 shares; 2022Q1: 21,959 shares; 2022Q2: 21,659 shares; 2022Q3: 21,050 shares 21,050 $1.02M 0.03% -609 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,338 shares; 2022Q1: 7,807 shares; 2022Q2: 6,798 shares; 2022Q3: 7,248 shares 7,248 $1.02M 0.03% +450 Timeline EMGF ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 134,801 shares; 2022Q1: 46,196 shares; 2022Q2: 35,769 shares; 2022Q3: 25,366 shares 25,366 $975K 0.02% -10,403 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,239 shares; 2022Q1: 8,239 shares; 2022Q2: 8,263 shares; 2022Q3: 8,263 shares 8,263 $966K 0.02% 0 Timeline HYD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,150 shares; 2022Q1: 1,150 shares; 2022Q2: 32,347 shares; 2022Q3: 19,097 shares 19,097 $954K 0.02% -13,250 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,368 shares; 2022Q1: 6,127 shares; 2022Q2: 7,046 shares; 2022Q3: 7,755 shares 7,755 $941K 0.02% +709 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,775 shares; 2022Q1: 19,343 shares; 2022Q2: 18,609 shares; 2022Q3: 18,137 shares 18,137 $914K 0.02% -472 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,046 shares; 2022Q1: 5,771 shares; 2022Q2: 5,574 shares; 2022Q3: 5,314 shares 5,314 $902K 0.02% -260 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,507 shares; 2022Q1: 6,293 shares; 2022Q2: 6,288 shares; 2022Q3: 6,252 shares 6,252 $891K 0.02% -36 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 33,345 shares; 2022Q1: 33,345 shares; 2022Q2: 33,145 shares; 2022Q3: 33,145 shares 33,145 $883K 0.02% 0 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,440 shares; 2022Q1: 4,440 shares; 2022Q2: 4,240 shares; 2022Q3: 4,240 shares 4,240 $878K 0.02% 0 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 426 shares; 2022Q1: 25,895 shares; 2022Q2: 29,265 shares; 2022Q3: 33,681 shares 33,681 $878K 0.02% +4,416 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,800 shares; 2022Q1: 7,903 shares; 2022Q2: 8,321 shares; 2022Q3: 8,376 shares 8,376 $876K 0.02% +55 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,203 shares; 2022Q1: 9,800 shares; 2022Q2: 9,135 shares; 2022Q3: 7,673 shares 7,673 $856K 0.02% -1,462 Timeline FRCB FIRST REP BK SAN FRANCISCO CAL More: the full row for FIRST REP BK SAN FRANCISCO CAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,510 shares; 2022Q1: 6,510 shares; 2022Q2: 6,510 shares; 2022Q3: 6,501 shares 6,501 $849K 0.02% -9 Timeline ANSYS INC COM ANSYS INC COM More: the full row for ANSYS INC COM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,874 shares; 2022Q1: 4,520 shares; 2022Q2: 3,945 shares; 2022Q3: 3,805 shares 3,805 $844K 0.02% -140 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,710 shares; 2022Q1: 11,658 shares; 2022Q2: 11,383 shares; 2022Q3: 11,028 shares 11,028 $838K 0.02% -355 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,297 shares; 2022Q1: 3,318 shares; 2022Q2: 3,053 shares; 2022Q3: 5,516 shares 5,516 $819K 0.02% +2,463 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,910 shares; 2022Q1: 10,168 shares; 2022Q2: 9,804 shares; 2022Q3: 9,486 shares 9,486 $805K 0.02% -318 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,662 shares; 2022Q1: 7,061 shares; 2022Q2: 5,388 shares; 2022Q3: 5,187 shares 5,187 $795K 0.02% -201 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,492 shares; 2022Q1: 13,057 shares; 2022Q2: 11,590 shares; 2022Q3: 11,149 shares 11,149 $795K 0.02% -441 Timeline BLV 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 19,021 shares; 2022Q1: 11,446 shares; 2022Q2: 11,684 shares; 2022Q3: 10,812 shares 10,812 $778K 0.02% -872 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,157 shares; 2022Q1: 1,157 shares; 2022Q2: 1,666 shares; 2022Q3: 1,720 shares 1,720 $764K 0.02% +54 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 331,450 shares; 2022Q1: 83,355 shares; 2022Q2: 58,185 shares; 2022Q3: 35,320 shares 35,320 $740K 0.02% -22,865 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 93,074 shares; 2022Q3: 62,990 shares 62,990 $724K 0.02% -30,084 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,225 shares; 2022Q1: 3,277 shares; 2022Q2: 3,238 shares; 2022Q3: 3,196 shares 3,196 $712K 0.02% -42 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,995 shares; 2022Q1: 10,154 shares; 2022Q2: 12,045 shares; 2022Q3: 10,655 shares 10,655 $704K 0.02% -1,390 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,786 shares; 2022Q1: 3,336 shares; 2022Q2: 3,330 shares; 2022Q3: 3,225 shares 3,225 $684K 0.02% -105 Timeline PDBC INVESCO ACTVELY MNGD ETC FD More: the full row for INVESCO ACTVELY MNGD ETC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 44,630 shares; 2022Q1: 44,630 shares; 2022Q2: 44,630 shares; 2022Q3: 42,154 shares 42,154 $682K 0.02% -2,476 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,227 shares; 2022Q1: 9,130 shares; 2022Q2: 7,707 shares; 2022Q3: 7,425 shares 7,425 $680K 0.02% -282 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,345 shares; 2022Q1: 2,345 shares; 2022Q2: 2,345 shares; 2022Q3: 2,345 shares 2,345 $674K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,016 shares; 2022Q1: 1,032 shares; 2022Q2: 875 shares; 2022Q3: 1,181 shares 1,181 $672K 0.02% +306 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,006 shares; 2022Q1: 4,013 shares; 2022Q2: 4,208 shares; 2022Q3: 4,614 shares 4,614 $664K 0.02% +406 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,729 shares; 2022Q1: 12,643 shares; 2022Q2: 12,171 shares; 2022Q3: 11,492 shares 11,492 $661K 0.02% -679 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,092 shares; 2022Q1: 7,582 shares; 2022Q2: 11,143 shares; 2022Q3: 10,619 shares 10,619 $643K 0.02% -524 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,675 shares; 2022Q1: 2,345 shares; 2022Q2: 2,175 shares; 2022Q3: 2,085 shares 2,085 $611K 0.02% -90 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 27,933 shares; 2022Q1: 23,910 shares; 2022Q2: 25,220 shares; 2022Q3: 18,361 shares 18,361 $608K 0.02% -6,859 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 980 shares; 2022Q1: 1,494 shares; 2022Q2: 1,974 shares; 2022Q3: 1,974 shares 1,974 $607K 0.02% 0 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,381 shares; 2022Q1: 8,459 shares; 2022Q2: 4,369 shares; 2022Q3: 2,238 shares 2,238 $598K 0.01% -2,131 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,556 shares; 2022Q1: 10,635 shares; 2022Q2: 10,456 shares; 2022Q3: 10,456 shares 10,456 $588K 0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,596 shares; 2022Q1: 1,790 shares; 2022Q2: 2,292 shares; 2022Q3: 2,144 shares 2,144 $567K 0.01% -148 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,353 shares; 2022Q1: 763 shares; 2022Q2: 935 shares; 2022Q3: 1,472 shares 1,472 $556K 0.01% +537 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 20,809 shares; 2022Q3: 18,764 shares 18,764 $556K 0.01% -2,045 Timeline SBNY SIGNATURE BANK More: the full row for SIGNATURE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,328 shares; 2022Q1: 1,831 shares; 2022Q2: 3,099 shares; 2022Q3: 3,659 shares 3,659 $553K 0.01% +560 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,928 shares; 2022Q1: 5,928 shares; 2022Q2: 5,928 shares; 2022Q3: 5,928 shares 5,928 $550K 0.01% 0 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 723 shares; 2022Q1: 905 shares; 2022Q2: 1,260 shares; 2022Q3: 2,907 shares 2,907 $543K 0.01% +1,647 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,932 shares; 2022Q1: 3,562 shares; 2022Q2: 3,377 shares; 2022Q3: 2,965 shares 2,965 $536K 0.01% -412 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,221 shares; 2022Q1: 3,221 shares; 2022Q2: 3,221 shares; 2022Q3: 3,190 shares 3,190 $519K 0.01% -31 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,464 shares; 2022Q1: 5,439 shares; 2022Q2: 5,439 shares; 2022Q3: 5,489 shares 5,489 $501K 0.01% +50 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,048 shares; 2022Q1: 4,877 shares; 2022Q2: 4,885 shares; 2022Q3: 4,685 shares 4,685 $498K 0.01% -200 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,598 shares; 2022Q1: 11,298 shares; 2022Q2: 11,895 shares; 2022Q3: 11,085 shares 11,085 $497K 0.01% -810 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,972 shares; 2022Q1: 10,106 shares; 2022Q2: 10,137 shares; 2022Q3: 10,030 shares 10,030 $494K 0.01% -107 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,846 shares; 2022Q1: 7,501 shares; 2022Q2: 5,948 shares; 2022Q3: 5,418 shares 5,418 $476K 0.01% -530 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,405 shares; 2022Q1: 18,405 shares; 2022Q2: 18,405 shares; 2022Q3: 18,405 shares 18,405 $474K 0.01% 0 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,018 shares; 2022Q1: 12,653 shares; 2022Q2: 13,617 shares; 2022Q3: 14,941 shares 14,941 $474K 0.01% +1,324 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,816 shares; 2022Q1: 3,258 shares; 2022Q2: 3,292 shares; 2022Q3: 3,258 shares 3,258 $472K 0.01% -34 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,557 shares; 2022Q1: 4,492 shares; 2022Q2: 4,492 shares; 2022Q3: 4,327 shares 4,327 $467K 0.01% -165 Timeline MCI BARINGS CORPORATE INVS More: the full row for BARINGS CORPORATE INVS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 34,872 shares; 2022Q1: 34,872 shares; 2022Q2: 34,872 shares; 2022Q3: 34,872 shares 34,872 $452K 0.01% 0 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,592 shares; 2022Q1: 11,450 shares; 2022Q2: 11,450 shares; 2022Q3: 11,850 shares 11,850 $444K 0.01% +400 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 917 shares; 2022Q1: 995 shares; 2022Q2: 1,056 shares; 2022Q3: 1,065 shares 1,065 $442K 0.01% +9 Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,640 shares; 2022Q1: 11,640 shares; 2022Q2: 7,203 shares; 2022Q3: 7,186 shares 7,186 $442K 0.01% -17 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,168 shares; 2022Q1: 5,788 shares; 2022Q2: 5,488 shares; 2022Q3: 5,488 shares 5,488 $442K 0.01% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,588 shares; 2022Q1: 5,764 shares; 2022Q2: 6,434 shares; 2022Q3: 6,434 shares 6,434 $438K 0.01% 0 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 16,784 shares; 2022Q1: 11,053 shares; 2022Q2: 10,750 shares; 2022Q3: 9,151 shares 9,151 $437K 0.01% -1,599 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 342 shares; 2022Q1: 632 shares; 2022Q2: 557 shares; 2022Q3: 1,620 shares 1,620 $430K 0.01% +1,063 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 15,549 shares; 2022Q1: 13,519 shares; 2022Q2: 13,970 shares; 2022Q3: 13,700 shares 13,700 $430K 0.01% -270 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,928 shares; 2022Q1: 2,853 shares; 2022Q2: 2,853 shares; 2022Q3: 2,853 shares 2,853 $426K 0.01% 0 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 26,174 shares; 2022Q1: 26,174 shares; 2022Q2: 26,174 shares; 2022Q3: 25,974 shares 25,974 $416K 0.01% -200 Timeline DFAS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,539 shares; 2022Q1: 9,539 shares; 2022Q2: 9,539 shares; 2022Q3: 8,739 shares 8,739 $407K 0.01% -800 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,916 shares; 2022Q1: 14,628 shares; 2022Q2: 15,314 shares; 2022Q3: 12,131 shares 12,131 $405K 0.01% -3,183 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,152 shares; 2022Q1: 11,786 shares; 2022Q2: 12,338 shares; 2022Q3: 12,896 shares 12,896 $396K 0.01% +558 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 13,443 shares 13,443 $396K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 711 shares; 2022Q1: 807 shares; 2022Q2: 823 shares; 2022Q3: 816 shares 816 $396K 0.01% -7 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,155 shares; 2022Q1: 3,188 shares; 2022Q2: 3,353 shares; 2022Q3: 3,261 shares 3,261 $395K 0.01% -92 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,785 shares; 2022Q1: 4,285 shares; 2022Q2: 4,285 shares; 2022Q3: 4,385 shares 4,385 $379K 0.01% +100 Timeline PNW PINNACLE WEST CAP CORP More: the full row for PINNACLE WEST CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,080 shares; 2022Q1: 5,880 shares; 2022Q2: 5,876 shares; 2022Q3: 5,851 shares 5,851 $377K 0.01% -25 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,755 shares; 2022Q1: 1,816 shares; 2022Q2: 1,867 shares; 2022Q3: 1,880 shares 1,880 $376K 0.01% +13 Timeline RPG 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 162 shares; 2022Q1: 2,600 shares; 2022Q2: 2,600 shares; 2022Q3: 2,600 shares 2,600 $376K 0.01% 0 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,871 shares; 2022Q1: 10,587 shares; 2022Q2: 8,678 shares; 2022Q3: 7,470 shares 7,470 $368K 0.01% -1,208 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,282 shares; 2022Q1: 5,282 shares; 2022Q2: 5,282 shares; 2022Q3: 5,282 shares 5,282 $368K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,377 shares; 2022Q1: 5,395 shares; 2022Q2: 5,527 shares; 2022Q3: 5,506 shares 5,506 $367K 0.01% -21 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,484 shares; 2022Q1: 1,484 shares; 2022Q2: 1,309 shares; 2022Q3: 1,309 shares 1,309 $362K 0.01% 0 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,820 shares; 2022Q1: 8,820 shares; 2022Q2: 8,820 shares; 2022Q3: 9,770 shares 9,770 $362K 0.01% +950 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,200 shares; 2022Q1: 4,845 shares; 2022Q2: 4,845 shares; 2022Q3: 4,845 shares 4,845 $360K 0.01% 0 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,136 shares; 2022Q1: 1,128 shares; 2022Q2: 2,007 shares; 2022Q3: 1,911 shares 1,911 $355K 0.01% -96 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,402 shares; 2022Q1: 3,136 shares; 2022Q2: 2,986 shares; 2022Q3: 2,883 shares 2,883 $350K 0.01% -103 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,382 shares; 2022Q1: 3,344 shares; 2022Q2: 3,344 shares; 2022Q3: 3,076 shares 3,076 $349K 0.01% -268 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 756 shares; 2022Q1: 996 shares; 2022Q2: 1,416 shares; 2022Q3: 1,557 shares 1,557 $348K 0.01% +141 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,000 shares; 2022Q1: 7,000 shares; 2022Q2: 7,000 shares; 2022Q3: 7,000 shares 7,000 $346K 0.01% 0 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,641 shares; 2022Q1: 1,541 shares; 2022Q2: 1,448 shares; 2022Q3: 1,424 shares 1,424 $345K 0.01% -24 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 439 shares; 2022Q2: 1,239 shares; 2022Q3: 885 shares 885 $343K 0.01% -354 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,058 shares; 2022Q1: 7,058 shares; 2022Q2: 7,058 shares; 2022Q3: 7,058 shares 7,058 $341K 0.01% 0 Timeline VGK 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,121 shares; 2022Q1: 7,181 shares; 2022Q2: 7,270 shares; 2022Q3: 7,270 shares 7,270 $336K 0.01% 0 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,098 shares; 2022Q1: 1,959 shares; 2022Q2: 1,519 shares; 2022Q3: 1,508 shares 1,508 $326K 0.01% -11 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,035 shares; 2022Q1: 3,787 shares; 2022Q2: 3,859 shares; 2022Q3: 4,816 shares 4,816 $315K 0.01% +957 Timeline CITRIX SYSTEMS INC CITRIX SYSTEMS INC More: the full row for CITRIX SYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,272 shares; 2022Q1: 3,272 shares; 2022Q2: 3,272 shares; 2022Q3: 3,017 shares 3,017 $313K 0.01% -255 IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 970 shares; 2022Q1: 2,669 shares; 2022Q2: 2,669 shares; 2022Q3: 2,669 shares 2,669 $305K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,792 shares; 2022Q1: 1,792 shares; 2022Q2: 1,565 shares; 2022Q3: 1,350 shares 1,350 $298K 0.01% -215 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,491 shares; 2022Q1: 1,487 shares; 2022Q2: 1,412 shares; 2022Q3: 1,462 shares 1,462 $298K 0.01% +50 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,844 shares; 2022Q1: 4,844 shares; 2022Q2: 6,412 shares; 2022Q3: 5,461 shares 5,461 $294K 0.01% -951 Timeline ITM VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,559 shares; 2022Q1: 7,800 shares; 2022Q2: 6,537 shares; 2022Q3: 6,537 shares 6,537 $285K 0.01% 0 Timeline LABORATORY CORP OF AMERICA LABORATORY CORP OF AMERICA More: the full row for LABORATORY CORP OF AMERICA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,507 shares; 2022Q1: 1,231 shares; 2022Q2: 1,392 shares; 2022Q3: 1,392 shares 1,392 $285K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,954 shares; 2022Q1: 1,439 shares; 2022Q2: 1,439 shares; 2022Q3: 1,250 shares 1,250 $280K 0.01% -189 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,094 shares; 2022Q1: 15,816 shares; 2022Q2: 15,266 shares; 2022Q3: 15,266 shares 15,266 $267K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,833 shares; 2022Q1: 2,833 shares; 2022Q2: 2,733 shares; 2022Q3: 3,525 shares 3,525 $267K 0.01% +792 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,370 shares; 2022Q1: 6,714 shares; 2022Q2: 6,185 shares; 2022Q3: 5,897 shares 5,897 $259K 0.01% -288 ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 70 shares; 2022Q1: 70 shares; 2022Q2: 609 shares; 2022Q3: 644 shares 644 $258K 0.01% +35 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,176 shares; 2022Q1: 3,750 shares; 2022Q2: 3,780 shares; 2022Q3: 3,780 shares 3,780 $254K 0.01% 0 Timeline DISCOVER FINL SVCS DISCOVER FINL SVCS More: the full row for DISCOVER FINL SVCS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 13,710 shares; 2022Q1: 9,747 shares; 2022Q2: 2,747 shares; 2022Q3: 2,747 shares 2,747 $250K 0.01% 0 CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,410 shares; 2022Q1: 5,210 shares; 2022Q2: 5,210 shares; 2022Q3: 5,210 shares 5,210 $239K 0.01% 0 Timeline GSG ISHARES S&P GSCI COMMODITY- More: the full row for ISHARES S&P GSCI COMMODITY- Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 11,468 shares 11,468 $236K 0.01% new Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 932 shares; 2022Q2: 1,334 shares; 2022Q3: 1,334 shares 1,334 $229K 0.01% 0 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 986 shares; 2022Q1: 922 shares; 2022Q2: 842 shares; 2022Q3: 330 shares 330 $227K 0.01% -512 Timeline FBIN FORTUNE BRANDS INNOVATIONS I More: the full row for FORTUNE BRANDS INNOVATIONS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,532 shares; 2022Q1: 4,532 shares; 2022Q2: 4,221 shares; 2022Q3: 4,233 shares 4,233 $227K 0.01% +12 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,262 shares; 2022Q1: 3,194 shares; 2022Q2: 3,242 shares; 2022Q3: 1,931 shares 1,931 $224K 0.01% -1,311 Timeline ACWV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,455 shares; 2022Q1: 2,375 shares; 2022Q2: 2,375 shares; 2022Q3: 2,375 shares 2,375 $210K 0.01% 0 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 910 shares; 2022Q1: 910 shares; 2022Q2: 7,223 shares; 2022Q3: 3,060 shares 3,060 $208K 0.01% -4,163 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 11,472 shares; 2022Q1: 11,472 shares; 2022Q2: 8,327 shares; 2022Q3: 9,167 shares 9,167 $207K 0.01% +840 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,720 shares; 2022Q1: 2,720 shares; 2022Q2: 2,720 shares; 2022Q3: 2,720 shares 2,720 $206K 0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 3,088 shares; 2022Q2: 3,088 shares; 2022Q3: 3,088 shares 3,088 $205K 0.01% 0 Timeline PFXF VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,875 shares; 2022Q1: 12,875 shares; 2022Q2: 11,610 shares; 2022Q3: 11,610 shares 11,610 $200K <0.01% 0 Timeline CUSD TRUST FOR PROFESSIONAL MANAG More: the full row for TRUST FOR PROFESSIONAL MANAG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 9,751 shares 9,751 $200K <0.01% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 159 shares; 2022Q1: 169 shares; 2022Q2: 459 shares; 2022Q3: 545 shares 545 $199K <0.01% +86 MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,212 shares; 2022Q1: 1,710 shares; 2022Q2: 1,589 shares; 2022Q3: 1,324 shares 1,324 $198K <0.01% -265 Timeline PGX 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,890 shares; 2022Q1: 18,088 shares; 2022Q2: 16,393 shares; 2022Q3: 16,393 shares 16,393 $195K <0.01% 0 Timeline SCHE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 8,760 shares; 2022Q1: 2,800 shares; 2022Q2: 2,800 shares; 2022Q3: 8,603 shares 8,603 $193K <0.01% +5,803 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 902 shares; 2022Q1: 902 shares; 2022Q2: 902 shares; 2022Q3: 861 shares 861 $192K <0.01% -41 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,842 shares; 2022Q1: 1,912 shares; 2022Q2: 1,805 shares; 2022Q3: 1,805 shares 1,805 $190K <0.01% 0 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 615 shares; 2022Q1: 604 shares; 2022Q2: 604 shares; 2022Q3: 556 shares 556 $189K <0.01% -48 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 700 shares; 2022Q1: 700 shares; 2022Q2: 700 shares; 2022Q3: 700 shares 700 $188K <0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,971 shares; 2022Q1: 2,267 shares; 2022Q2: 2,267 shares; 2022Q3: 2,267 shares 2,267 $188K <0.01% 0 Timeline VMBS VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,212 shares; 2022Q1: 2,118 shares; 2022Q2: 2,118 shares; 2022Q3: 4,142 shares 4,142 $187K <0.01% +2,024 Timeline PSK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,255 shares; 2022Q1: 5,255 shares; 2022Q2: 5,255 shares; 2022Q3: 5,255 shares 5,255 $183K <0.01% 0 Timeline DHS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 4,354 shares; 2022Q3: 2,354 shares 2,354 $178K <0.01% -2,000 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,961 shares; 2022Q1: 5,961 shares; 2022Q2: 5,961 shares; 2022Q3: 4,767 shares 4,767 $175K <0.01% -1,194 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,581 shares; 2022Q1: 1,470 shares; 2022Q2: 1,322 shares; 2022Q3: 1,357 shares 1,357 $174K <0.01% +35 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,020 shares; 2022Q1: 2,346 shares; 2022Q2: 2,291 shares; 2022Q3: 1,944 shares 1,944 $166K <0.01% -347 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 528 shares; 2022Q1: 528 shares; 2022Q2: 929 shares; 2022Q3: 929 shares 929 $164K <0.01% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 419 shares; 2022Q3: 2,304 shares 2,304 $164K <0.01% +1,885 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,835 shares; 2022Q1: 3,576 shares; 2022Q2: 3,325 shares; 2022Q3: 3,527 shares 3,527 $159K <0.01% +202 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,600 shares; 2022Q1: 2,830 shares; 2022Q2: 2,600 shares; 2022Q3: 2,600 shares 2,600 $156K <0.01% 0 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,716 shares; 2022Q1: 1,865 shares; 2022Q2: 1,865 shares; 2022Q3: 1,865 shares 1,865 $156K <0.01% 0 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 9,480 shares; 2022Q1: 4,483 shares; 2022Q2: 4,400 shares; 2022Q3: 4,296 shares 4,296 $155K <0.01% -104 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 575 shares; 2022Q1: 555 shares; 2022Q2: 585 shares; 2022Q3: 2,145 shares 2,145 $153K <0.01% +1,560 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,307 shares; 2022Q1: 1,307 shares; 2022Q2: 1,307 shares; 2022Q3: 1,307 shares 1,307 $153K <0.01% 0 Timeline CPZ CALAMOS LNG SHR EQT DYNAMIC More: the full row for CALAMOS LNG SHR EQT DYNAMIC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 10,000 shares 10,000 $150K <0.01% new Timeline VNQI 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,744 shares; 2022Q1: 3,744 shares; 2022Q2: 3,744 shares; 2022Q3: 3,910 shares 3,910 $149K <0.01% +166 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,407 shares; 2022Q1: 2,318 shares; 2022Q2: 2,258 shares; 2022Q3: 2,258 shares 2,258 $149K <0.01% 0 Timeline JPSE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,300 shares; 2022Q1: 4,300 shares; 2022Q2: 4,200 shares; 2022Q3: 4,200 shares 4,200 $149K <0.01% 0 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,445 shares; 2022Q1: 2,445 shares; 2022Q2: 2,445 shares; 2022Q3: 2,317 shares 2,317 $148K <0.01% -128 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,930 shares; 2022Q1: 7,930 shares; 2022Q2: 7,930 shares; 2022Q3: 7,930 shares 7,930 $147K <0.01% 0 Timeline SCHR SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 880 shares; 2022Q2: not reported; 2022Q3: 2,969 shares 2,969 $146K <0.01% new Timeline AGZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,366 shares; 2022Q1: 1,345 shares; 2022Q2: 1,345 shares; 2022Q3: 1,345 shares 1,345 $143K <0.01% 0 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,541 shares; 2022Q1: 2,623 shares; 2022Q2: 2,318 shares; 2022Q3: 2,318 shares 2,318 $142K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,490 shares; 2022Q1: 3,490 shares; 2022Q2: 1,490 shares; 2022Q3: 1,490 shares 1,490 $138K <0.01% 0 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,574 shares; 2022Q1: 1,574 shares; 2022Q2: 1,574 shares; 2022Q3: 2,002 shares 2,002 $134K <0.01% +428 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 899 shares; 2022Q1: 1,043 shares; 2022Q2: 1,082 shares; 2022Q3: 989 shares 989 $134K <0.01% -93 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,443 shares; 2022Q1: 7,443 shares; 2022Q2: 6,563 shares; 2022Q3: 6,563 shares 6,563 $132K <0.01% 0 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,261 shares; 2022Q1: 1,912 shares; 2022Q2: 1,656 shares; 2022Q3: 1,326 shares 1,326 $132K <0.01% -330 Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,443 shares; 2022Q1: 2,443 shares; 2022Q2: 1,994 shares; 2022Q3: 2,006 shares 2,006 $132K <0.01% +12 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,120 shares; 2022Q1: 3,050 shares; 2022Q2: 2,930 shares; 2022Q3: 1,780 shares 1,780 $127K <0.01% -1,150 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,440 shares; 2022Q1: 1,363 shares; 2022Q2: 1,140 shares; 2022Q3: 1,844 shares 1,844 $126K <0.01% +704 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 400 shares; 2022Q2: 400 shares; 2022Q3: 400 shares 400 $122K <0.01% 0 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 3,141 shares; 2022Q3: 3,141 shares 3,141 $121K <0.01% 0 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 10,732 shares; 2022Q1: 4,808 shares; 2022Q2: 4,808 shares; 2022Q3: 4,808 shares 4,808 $120K <0.01% 0 Timeline JPIN 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,383 shares; 2022Q1: 3,383 shares; 2022Q2: 2,803 shares; 2022Q3: 2,803 shares 2,803 $120K <0.01% 0 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 965 shares; 2022Q1: 965 shares; 2022Q2: 965 shares; 2022Q3: 975 shares 975 $117K <0.01% +10 Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,000 shares; 2022Q1: 1,425 shares; 2022Q2: 1,425 shares; 2022Q3: 2,489 shares 2,489 $116K <0.01% +1,064 Timeline HOLX HOLOGIC INC More: the full row for HOLOGIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,995 shares; 2022Q1: 1,797 shares; 2022Q2: 1,797 shares; 2022Q3: 1,804 shares 1,804 $116K <0.01% +7 Timeline LSTR LANDSTAR SYS INC More: the full row for LANDSTAR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,128 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $115K <0.01% 0 Timeline BRX BRIXMOR PPTY GROUP INC More: the full row for BRIXMOR PPTY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,986 shares; 2022Q1: 5,986 shares; 2022Q2: 5,986 shares; 2022Q3: 5,986 shares 5,986 $111K <0.01% 0 Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 7,128 shares; 2022Q1: 4,058 shares; 2022Q2: 3,626 shares; 2022Q3: 3,851 shares 3,851 $110K <0.01% +225 Timeline DON WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,319 shares; 2022Q1: 2,319 shares; 2022Q2: 2,898 shares; 2022Q3: 2,898 shares 2,898 $109K <0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 932 shares; 2022Q1: 932 shares; 2022Q2: 932 shares; 2022Q3: 1,322 shares 1,322 $108K <0.01% +390 Timeline SKYY 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,995 shares; 2022Q1: 1,795 shares; 2022Q2: 1,795 shares; 2022Q3: 1,795 shares 1,795 $108K <0.01% 0 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 839 shares; 2022Q1: 839 shares; 2022Q2: 839 shares; 2022Q3: 839 shares 839 $107K <0.01% 0 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,535 shares; 2022Q1: 1,235 shares; 2022Q2: 1,235 shares; 2022Q3: 1,235 shares 1,235 $104K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 997 shares; 2022Q1: 846 shares; 2022Q2: 1,009 shares; 2022Q3: 694 shares 694 $100K <0.01% -315 Timeline VOOG VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 559 shares; 2022Q1: 559 shares; 2022Q2: 559 shares; 2022Q3: 477 shares 477 $99K <0.01% -82 Timeline SCHP SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 923 shares; 2022Q1: 923 shares; 2022Q2: 923 shares; 2022Q3: 1,870 shares 1,870 $97K <0.01% +947 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,145 shares; 2022Q1: 740 shares; 2022Q2: 740 shares; 2022Q3: 740 shares 740 $96K <0.01% 0 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 405 shares; 2022Q1: 627 shares; 2022Q2: 600 shares; 2022Q3: 925 shares 925 $96K <0.01% +325 Timeline DLN WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,710 shares; 2022Q1: 1,710 shares; 2022Q2: 1,710 shares; 2022Q3: 1,710 shares 1,710 $94K <0.01% 0 Timeline HFWA HERITAGE FINL CORP WASH More: the full row for HERITAGE FINL CORP WASH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,560 shares; 2022Q1: 3,560 shares; 2022Q2: 3,560 shares; 2022Q3: 3,560 shares 3,560 $94K <0.01% 0 Timeline DOC HEALTHPEAK PROPERTIES INC More: the full row for HEALTHPEAK PROPERTIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 5,950 shares; 2022Q1: 5,275 shares; 2022Q2: 5,000 shares; 2022Q3: 4,000 shares 4,000 $92K <0.01% -1,000 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 490 shares; 2022Q1: 543 shares; 2022Q2: 490 shares; 2022Q3: 840 shares 840 $90K <0.01% +350 Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 18,632 shares; 2022Q1: 10,456 shares; 2022Q2: 7,041 shares; 2022Q3: 6,596 shares 6,596 $90K <0.01% -445 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 12,714 shares; 2022Q1: 9,868 shares; 2022Q2: 8,392 shares; 2022Q3: 10,457 shares 10,457 $89K <0.01% +2,065 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 943 shares; 2022Q1: 636 shares; 2022Q2: 533 shares; 2022Q3: 511 shares 511 $88K <0.01% -22 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,700 shares; 2022Q1: 1,754 shares; 2022Q2: 3,259 shares; 2022Q3: 1,767 shares 1,767 $85K <0.01% -1,492 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 125 shares; 2022Q1: 104 shares; 2022Q2: 169 shares; 2022Q3: 516 shares 516 $85K <0.01% +347 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 584 shares; 2022Q1: 567 shares; 2022Q2: 542 shares; 2022Q3: 542 shares 542 $85K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,093 shares; 2022Q1: 1,802 shares; 2022Q2: 1,802 shares; 2022Q3: 1,875 shares 1,875 $82K <0.01% +73 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 144 shares; 2022Q1: not reported; 2022Q2: 1,711 shares; 2022Q3: 1,781 shares 1,781 $81K <0.01% +70 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 710 shares; 2022Q1: 677 shares; 2022Q2: 600 shares; 2022Q3: 600 shares 600 $81K <0.01% 0 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 493 shares; 2022Q1: 387 shares; 2022Q2: 387 shares; 2022Q3: 387 shares 387 $80K <0.01% 0 Timeline EMB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,859 shares; 2022Q1: 1,859 shares; 2022Q2: 1,936 shares; 2022Q3: 999 shares 999 $79K <0.01% -937 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 922 shares; 2022Q1: 922 shares; 2022Q2: 922 shares; 2022Q3: 922 shares 922 $79K <0.01% 0 Timeline USMF WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: 2,305 shares; 2022Q3: 2,305 shares 2,305 $79K <0.01% 0 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 540 shares; 2022Q1: 540 shares; 2022Q2: 540 shares; 2022Q3: 540 shares 540 $78K <0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,217 shares; 2022Q1: 2,397 shares; 2022Q2: 1,953 shares; 2022Q3: 1,641 shares 1,641 $77K <0.01% -312 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 296 shares; 2022Q1: 296 shares; 2022Q2: 296 shares; 2022Q3: 296 shares 296 $77K <0.01% 0 Timeline VNT VONTIER CORPORATION More: the full row for VONTIER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,837 shares; 2022Q1: 6,109 shares; 2022Q2: 4,653 shares; 2022Q3: 4,598 shares 4,598 $77K <0.01% -55 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,161 shares; 2022Q1: 1,361 shares; 2022Q2: 1,361 shares; 2022Q3: 1,361 shares 1,361 $76K <0.01% 0 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 610 shares; 2022Q1: 670 shares; 2022Q2: 670 shares; 2022Q3: 670 shares 670 $75K <0.01% 0 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: 1,488 shares; 2022Q2: 1,488 shares; 2022Q3: 1,488 shares 1,488 $75K <0.01% 0 Timeline JPUS J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,231 shares; 2022Q1: 1,231 shares; 2022Q2: 871 shares; 2022Q3: 871 shares 871 $74K <0.01% 0 Timeline SVB FINANCIAL GROUP SVB FINANCIAL GROUP More: the full row for SVB FINANCIAL GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 179 shares; 2022Q1: 179 shares; 2022Q2: 249 shares; 2022Q3: 220 shares 220 $74K <0.01% -29 OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 4,504 shares; 2022Q1: 4,504 shares; 2022Q2: 4,504 shares; 2022Q3: 4,504 shares 4,504 $73K <0.01% 0 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 97 shares; 2022Q1: 97 shares; 2022Q2: 277 shares; 2022Q3: 257 shares 257 $72K <0.01% -20 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 400 shares; 2022Q1: 896 shares; 2022Q2: 896 shares; 2022Q3: 896 shares 896 $72K <0.01% 0 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 855 shares; 2022Q1: 162 shares; 2022Q2: 1,026 shares; 2022Q3: 1,026 shares 1,026 $71K <0.01% 0 Timeline XT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,595 shares; 2022Q1: 1,595 shares; 2022Q2: 1,595 shares; 2022Q3: 1,595 shares 1,595 $71K <0.01% 0 Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $69K <0.01% 0 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 494 shares; 2022Q1: 494 shares; 2022Q2: 494 shares; 2022Q3: 494 shares 494 $69K <0.01% 0 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 697 shares; 2022Q1: 697 shares; 2022Q2: 549 shares; 2022Q3: 1,215 shares 1,215 $69K <0.01% +666 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,647 shares; 2022Q1: 3,647 shares; 2022Q2: 3,607 shares; 2022Q3: 4,107 shares 4,107 $68K <0.01% +500 Timeline DLY DOUBLELINE YIELD OPPORTUNITI More: the full row for DOUBLELINE YIELD OPPORTUNITI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 5,000 shares 5,000 $67K <0.01% new Timeline 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; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,873 shares; 2022Q1: 3,873 shares; 2022Q2: 3,873 shares; 2022Q3: 3,873 shares 3,873 $66K <0.01% 0 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 600 shares; 2022Q1: 2,137 shares; 2022Q2: 2,137 shares; 2022Q3: 2,137 shares 2,137 $66K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,058 shares; 2022Q1: 1,058 shares; 2022Q2: 1,058 shares; 2022Q3: 1,058 shares 1,058 $63K <0.01% 0 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 1,453 shares; 2022Q1: 1,453 shares; 2022Q2: 1,740 shares; 2022Q3: 1,740 shares 1,740 $63K <0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 697 shares; 2022Q1: 697 shares; 2022Q2: 697 shares; 2022Q3: 697 shares 697 $62K <0.01% 0 Timeline USRT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,001 shares; 2022Q1: 1,301 shares; 2022Q2: 1,301 shares; 2022Q3: 1,301 shares 1,301 $62K <0.01% 0 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 330 shares; 2022Q1: 330 shares; 2022Q2: 343 shares; 2022Q3: 330 shares 330 $61K <0.01% -13 Timeline BXMT BLACKSTONE MORTGAGE TRUST IN More: the full row for BLACKSTONE MORTGAGE TRUST IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,541 shares; 2022Q1: 2,541 shares; 2022Q2: 2,541 shares; 2022Q3: 2,541 shares 2,541 $59K <0.01% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 639 shares; 2022Q1: 763 shares; 2022Q2: 712 shares; 2022Q3: 611 shares 611 $59K <0.01% -101 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,592 shares; 2022Q1: 2,149 shares; 2022Q2: 925 shares; 2022Q3: 925 shares 925 $59K <0.01% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 647 shares; 2022Q1: 845 shares; 2022Q2: 845 shares; 2022Q3: 796 shares 796 $59K <0.01% -49 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 518 shares; 2022Q1: 518 shares; 2022Q2: 518 shares; 2022Q3: 350 shares 350 $58K <0.01% -168 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 334 shares; 2022Q1: 334 shares; 2022Q2: 334 shares; 2022Q3: 334 shares 334 $58K <0.01% 0 Timeline INTERPUBLIC GROUP COS INTERPUBLIC GROUP COS More: the full row for INTERPUBLIC GROUP COS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 2,265 shares; 2022Q1: 2,265 shares; 2022Q2: 2,265 shares; 2022Q3: 2,265 shares 2,265 $58K <0.01% 0 INARI MED INC INARI MED INC More: the full row for INARI MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 800 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $58K <0.01% 0 HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 257 shares; 2022Q1: 257 shares; 2022Q2: 257 shares; 2022Q3: 257 shares 257 $57K <0.01% 0 Timeline MFC MANULIFE FINL CORP More: the full row for MANULIFE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,480 shares; 2022Q1: 4,780 shares; 2022Q2: 4,780 shares; 2022Q3: 3,550 shares 3,550 $56K <0.01% -1,230 Timeline DIV GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 3,190 shares; 2022Q1: 3,190 shares; 2022Q2: 3,190 shares; 2022Q3: 3,190 shares 3,190 $56K <0.01% 0 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 684 shares; 2022Q1: 830 shares; 2022Q2: 830 shares; 2022Q3: 830 shares 830 $53K <0.01% 0 Timeline WDFC WD 40 CO More: the full row for WD 40 CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 300 shares; 2022Q1: 300 shares; 2022Q2: 300 shares; 2022Q3: 300 shares 300 $53K <0.01% 0 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 111 shares; 2022Q1: 130 shares; 2022Q2: 130 shares; 2022Q3: 130 shares 130 $52K <0.01% 0 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 970 shares; 2022Q1: 800 shares; 2022Q2: 800 shares; 2022Q3: 800 shares 800 $52K <0.01% 0 Timeline BUNGE LTD BUNGE LTD More: the full row for BUNGE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 631 shares; 2022Q1: 631 shares; 2022Q2: 631 shares; 2022Q3: 631 shares 631 $52K <0.01% 0 MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 701 shares; 2022Q1: 1,086 shares; 2022Q2: 965 shares; 2022Q3: 841 shares 841 $51K <0.01% -124 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 838 shares; 2022Q1: 750 shares; 2022Q2: 172 shares; 2022Q3: 474 shares 474 $50K <0.01% +302 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 6,362 shares; 2022Q1: 4,862 shares; 2022Q2: 4,230 shares; 2022Q3: 4,230 shares 4,230 $50K <0.01% 0 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 152 shares; 2022Q1: 152 shares; 2022Q2: 144 shares; 2022Q3: 144 shares 144 $49K <0.01% 0 Timeline EBND SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 2,541 shares 2,541 $48K <0.01% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 273 shares; 2022Q1: 298 shares; 2022Q2: 273 shares; 2022Q3: 273 shares 273 $47K <0.01% 0 Timeline CE CELANESE CORP DEL More: the full row for CELANESE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: 839 shares; 2022Q1: 734 shares; 2022Q2: 687 shares; 2022Q3: 525 shares 525 $47K <0.01% -162 Timeline LIVENT CORP LIVENT CORP More: the full row for LIVENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: restricted; 2021Q4: not reported; 2022Q1: not reported; 2022Q2: not reported; 2022Q3: 1,500 shares 1,500 $46K <0.01% new