AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 305,631 shares; 2021Q4: 314,471 shares; 2022Q1: 307,212 shares 307,212 $53.6M 4.1% -7,259 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 151,392 shares; 2021Q4: 158,344 shares; 2022Q1: 155,312 shares 155,312 $47.9M 3.66% -3,032 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 88,719 shares; 2021Q4: 89,294 shares; 2022Q1: 86,101 shares 86,101 $43.9M 3.35% -3,193 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 128,555 shares; 2021Q4: 129,753 shares; 2022Q1: 129,929 shares 129,929 $43.8M 3.34% +176 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12,761 shares; 2021Q4: 13,010 shares; 2022Q1: 13,384 shares 13,384 $43.6M 3.33% +374 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 147,502 shares; 2021Q4: 151,407 shares; 2022Q1: 152,298 shares 152,298 $41.6M 3.18% +891 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 253,490 shares; 2021Q4: 262,736 shares; 2022Q1: 250,516 shares 250,516 $40.6M 3.1% -12,220 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 297,544 shares; 2021Q4: 311,323 shares; 2022Q1: 324,484 shares 324,484 $38.4M 2.93% +13,161 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 229,021 shares; 2021Q4: 268,643 shares; 2022Q1: 280,992 shares 280,992 $38.3M 2.92% +12,349 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 148,005 shares; 2021Q4: 162,253 shares; 2022Q1: 167,620 shares 167,620 $37.2M 2.84% +5,367 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 113,036 shares; 2021Q4: 111,828 shares; 2022Q1: 117,182 shares 117,182 $35.1M 2.68% +5,354 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 776,049 shares; 2021Q4: 838,268 shares; 2022Q1: 867,041 shares 867,041 $31.6M 2.41% +28,773 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 176,417 shares; 2021Q4: 180,655 shares; 2022Q1: 184,741 shares 184,741 $31.5M 2.4% +4,086 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 401,309 shares; 2021Q4: 431,264 shares; 2022Q1: 440,903 shares 440,903 $29.2M 2.23% +9,639 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 714,193 shares; 2021Q4: 753,627 shares; 2022Q1: 774,034 shares 774,034 $28.5M 2.18% +20,407 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 83,985 shares; 2021Q4: 86,723 shares; 2022Q1: 88,073 shares 88,073 $28.1M 2.15% +1,350 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 100,354 shares; 2021Q4: 107,301 shares; 2022Q1: 110,847 shares 110,847 $27.5M 2.1% +3,546 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 42,471 shares; 2021Q4: 40,072 shares; 2022Q1: 40,675 shares 40,675 $27.2M 2.07% +603 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 154,786 shares; 2021Q4: 160,610 shares; 2022Q1: 161,513 shares 161,513 $27M 2.06% +903 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 158,903 shares; 2021Q4: 160,233 shares; 2022Q1: 168,421 shares 168,421 $26.7M 2.04% +8,188 Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 118,361 shares; 2021Q4: 121,758 shares; 2022Q1: 131,266 shares 131,266 $26.4M 2.02% +9,508 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 236,044 shares; 2021Q4: 245,394 shares; 2022Q1: 247,062 shares 247,062 $25.8M 1.97% +1,668 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 122,976 shares; 2021Q4: 131,139 shares; 2022Q1: 135,387 shares 135,387 $25.1M 1.91% +4,248 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 453,918 shares; 2021Q4: 472,398 shares; 2022Q1: 487,652 shares 487,652 $24.6M 1.88% +15,254 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 115,721 shares; 2021Q4: 120,245 shares; 2022Q1: 129,430 shares 129,430 $23.9M 1.82% +9,185 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 163,261 shares; 2021Q4: 167,963 shares; 2022Q1: 176,088 shares 176,088 $23.7M 1.81% +8,125 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 95,387 shares; 2021Q4: 100,458 shares; 2022Q1: 102,785 shares 102,785 $23.7M 1.81% +2,327 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 131,867 shares; 2021Q4: 133,266 shares; 2022Q1: 141,865 shares 141,865 $23.5M 1.79% +8,599 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 227,282 shares; 2021Q4: 236,431 shares; 2022Q1: 233,224 shares 233,224 $23.2M 1.77% -3,207 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 150,901 shares; 2021Q4: 162,128 shares; 2022Q1: 170,877 shares 170,877 $23.1M 1.77% +8,749 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 89,704 shares; 2021Q4: 89,121 shares; 2022Q1: 91,826 shares 91,826 $22.9M 1.75% +2,705 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 128,851 shares; 2021Q4: 132,106 shares; 2022Q1: 139,115 shares 139,115 $22.6M 1.72% +7,009 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 54,855 shares; 2021Q4: 58,385 shares; 2022Q1: 61,877 shares 61,877 $20.4M 1.56% +3,492 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 76,786 shares; 2021Q4: 88,604 shares; 2022Q1: 95,717 shares 95,717 $20.3M 1.55% +7,113 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,332 shares; 2021Q4: 28,314 shares; 2022Q1: 35,314 shares 35,314 $19.8M 1.51% +7,000 ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 149,337 shares; 2021Q4: 155,017 shares; 2022Q1: 171,861 shares 171,861 $18.9M 1.44% +16,844 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 305,549 shares; 2022Q1: 297,622 shares 297,622 $14.9M 1.14% -7,927 Timeline LZAGY LONZA GROUP AG-UNSPON ADR More: the full row for LONZA GROUP AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 197,034 shares; 2021Q4: 199,139 shares; 2022Q1: 203,989 shares 203,989 $14.8M 1.13% +4,850 Timeline CATALENT INC USD 0.01 CATALENT INC USD 0.01 More: the full row for CATALENT INC USD 0.01 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 126,206 shares; 2021Q4: 129,876 shares; 2022Q1: 132,727 shares 132,727 $14.7M 1.12% +2,851 ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 14,724 shares; 2021Q4: 43,842 shares; 2022Q1: 45,153 shares 45,153 $13.6M 1.04% +1,311 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75,086 shares; 2021Q4: 78,376 shares; 2022Q1: 80,654 shares 80,654 $12.6M 0.96% +2,278 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 92,762 shares; 2021Q4: 96,318 shares; 2022Q1: 64,171 shares 64,171 $11.3M 0.86% -32,147 Timeline ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 27,972 shares; 2021Q4: 30,537 shares; 2022Q1: 31,826 shares 31,826 $11.1M 0.85% +1,289 Timeline ADYEY ADYEN NV-UNSPON ADR More: the full row for ADYEN NV-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 475,008 shares; 2021Q4: 481,678 shares; 2022Q1: 531,820 shares 531,820 $10.5M 0.8% +50,142 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 54,701 shares; 2021Q4: 54,431 shares; 2022Q1: 54,290 shares 54,290 $9.81M 0.75% -141 Timeline TXG 10X GENOMICS INC More: the full row for 10X GENOMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 63,488 shares; 2021Q4: 71,237 shares; 2022Q1: 77,183 shares 77,183 $5.87M 0.45% +5,946 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 85,914 shares; 2021Q4: 89,623 shares; 2022Q1: 87,717 shares 87,717 $4.54M 0.35% -1,906 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40,105 shares; 2021Q4: 20,767 shares; 2022Q1: 5,727 shares 5,727 $3.92M 0.3% -15,040 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 22,770 shares; 2021Q4: 21,907 shares; 2022Q1: 21,682 shares 21,682 $3.31M 0.25% -225 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,069 shares; 2021Q4: 17,598 shares; 2022Q1: 16,798 shares 16,798 $2.98M 0.23% -800 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 232 shares; 2021Q4: 232 shares; 2022Q1: 12,540 shares 12,540 $2.69M 0.21% +12,308 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,224 shares; 2021Q4: 7,135 shares; 2022Q1: 6,535 shares 6,535 $2.31M 0.18% -600 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,497 shares; 2021Q4: 19,460 shares; 2022Q1: 13,760 shares 13,760 $1.83M 0.14% -5,700 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53,662 shares; 2021Q4: 42,544 shares; 2022Q1: 8,099 shares 8,099 $1.73M 0.13% -34,445 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 24,710 shares; 2021Q4: 23,624 shares; 2022Q1: 22,812 shares 22,812 $1.73M 0.13% -812 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 6,154 shares; 2022Q1: 6,154 shares 6,154 $1.72M 0.13% 0 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,424 shares; 2021Q4: 5,315 shares; 2022Q1: 5,345 shares 5,345 $1.54M 0.12% +30 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 157 shares; 2021Q4: 2,505 shares; 2022Q1: 2,908 shares 2,908 $1.32M 0.1% +403 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,424 shares; 2021Q4: 5,424 shares; 2022Q1: 5,329 shares 5,329 $1.21M 0.09% -95 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,608 shares; 2021Q4: 16,608 shares; 2022Q1: 16,608 shares 16,608 $1.1M 0.08% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,990 shares; 2021Q4: 3,990 shares; 2022Q1: 3,790 shares 3,790 $1.08M 0.08% -200 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,661 shares; 2021Q4: 14,867 shares; 2022Q1: 12,986 shares 12,986 $1.07M 0.08% -1,881 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,287 shares; 2021Q4: 13,787 shares; 2022Q1: 12,567 shares 12,567 $1.03M 0.08% -1,220 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,040 shares; 2021Q4: 4,728 shares; 2022Q1: 4,475 shares 4,475 $997K 0.08% -253 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 309 shares; 2021Q4: 377 shares; 2022Q1: 347 shares 347 $965K 0.07% -30 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,097 shares; 2021Q4: 10,053 shares; 2022Q1: 10,767 shares 10,767 $912K 0.07% +714 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,198 shares; 2021Q4: 2,052 shares; 2022Q1: 1,968 shares 1,968 $889K 0.07% -84 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,947 shares; 2021Q4: 3,983 shares; 2022Q1: 4,207 shares 4,207 $851K 0.06% +224 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,823 shares; 2021Q4: 6,773 shares; 2022Q1: 6,048 shares 6,048 $829K 0.06% -725 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,925 shares; 2021Q4: 3,659 shares; 2022Q1: 3,234 shares 3,234 $782K 0.06% -425 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,750 shares; 2021Q4: 1,750 shares; 2022Q1: 1,750 shares 1,750 $762K 0.06% 0 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20 shares; 2021Q4: 70 shares; 2022Q1: 690 shares 690 $744K 0.06% +620 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,286 shares; 2021Q4: 12,586 shares; 2022Q1: 13,317 shares 13,317 $743K 0.06% +731 Timeline FNDB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 16,070 shares; 2021Q4: 13,970 shares; 2022Q1: 12,660 shares 12,660 $731K 0.06% -1,310 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,380 shares; 2021Q4: 9,260 shares; 2022Q1: 11,675 shares 11,675 $724K 0.06% +2,415 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,114 shares; 2021Q4: 3,368 shares; 2022Q1: 4,425 shares 4,425 $721K 0.06% +1,057 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,472 shares; 2021Q4: 5,772 shares; 2022Q1: 5,489 shares 5,489 $714K 0.05% -283 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,921 shares; 2021Q4: 9,399 shares; 2022Q1: 9,399 shares 9,399 $686K 0.05% 0 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,992 shares; 2021Q4: 1,973 shares; 2022Q1: 2,098 shares 2,098 $683K 0.05% +125 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,587 shares; 2021Q4: 6,759 shares; 2022Q1: 6,759 shares 6,759 $676K 0.05% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,607 shares; 2021Q4: 3,107 shares; 2022Q1: 3,107 shares 3,107 $666K 0.05% 0 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,528 shares; 2021Q4: 4,757 shares; 2022Q1: 4,457 shares 4,457 $664K 0.05% -300 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,695 shares; 2021Q4: 23,113 shares; 2022Q1: 14,346 shares 14,346 $654K 0.05% -8,767 MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,257 shares; 2021Q4: 2,347 shares; 2022Q1: 2,592 shares 2,592 $641K 0.05% +245 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,050 shares; 2021Q4: 16,481 shares; 2022Q1: 6,463 shares 6,463 $640K 0.05% -10,018 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,487 shares; 2021Q4: 5,592 shares; 2022Q1: 11,974 shares 11,974 $639K 0.05% +6,382 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,074 shares; 2021Q4: 1,074 shares; 2022Q1: 1,074 shares 1,074 $634K 0.05% 0 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,640 shares; 2021Q4: 1,756 shares; 2022Q1: 1,756 shares 1,756 $628K 0.05% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,385 shares; 2021Q4: 2,648 shares; 2022Q1: 2,263 shares 2,263 $602K 0.05% -385 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,835 shares; 2021Q4: 1,775 shares; 2022Q1: 1,714 shares 1,714 $594K 0.05% -61 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 97 shares; 2021Q4: 7,898 shares; 2022Q1: 7,801 shares 7,801 $574K 0.04% -97 Timeline NWL NEWELL BRANDS INC More: the full row for NEWELL BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 31,676 shares; 2021Q4: 26,976 shares; 2022Q1: 26,476 shares 26,476 $567K 0.04% -500 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 857 shares; 2021Q4: 4,357 shares; 2022Q1: 4,357 shares 4,357 $567K 0.04% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,169 shares; 2021Q4: 5,727 shares; 2022Q1: 10,518 shares 10,518 $566K 0.04% +4,791 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,627 shares; 2021Q4: 2,627 shares; 2022Q1: 3,022 shares 3,022 $565K 0.04% +395 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,800 shares; 2021Q4: 2,750 shares; 2022Q1: 2,750 shares 2,750 $564K 0.04% 0 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,799 shares; 2021Q4: 5,284 shares; 2022Q1: 5,051 shares 5,051 $560K 0.04% -233 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,821 shares; 2021Q4: 1,821 shares; 2022Q1: 1,821 shares 1,821 $542K 0.04% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,545 shares; 2021Q4: 3,038 shares; 2022Q1: 2,923 shares 2,923 $536K 0.04% -115 Timeline ICLN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 21,825 shares; 2021Q4: 21,125 shares; 2022Q1: 24,820 shares 24,820 $534K 0.04% +3,695 Timeline MLRG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 8,384 shares; 2021Q4: 8,384 shares; 2022Q1: 8,384 shares 8,384 $527K 0.04% 0 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 282 shares; 2021Q4: 307 shares; 2022Q1: 188 shares 188 $525K 0.04% -119 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 8,581 shares; 2022Q1: 6,081 shares 6,081 $523K 0.04% -2,500 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 9,903 shares; 2021Q4: 9,253 shares; 2022Q1: 8,261 shares 8,261 $500K 0.04% -992 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13,800 shares; 2021Q4: 13,800 shares; 2022Q1: 13,200 shares 13,200 $494K 0.04% -600 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,683 shares; 2021Q4: 8,098 shares; 2022Q1: 5,998 shares 5,998 $492K 0.04% -2,100 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,792 shares; 2021Q4: 3,431 shares; 2022Q1: 2,131 shares 2,131 $485K 0.04% -1,300 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 19,983 shares; 2021Q4: 19,923 shares; 2022Q1: 22,661 shares 22,661 $478K 0.04% +2,738 ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,552 shares; 2021Q4: 6,242 shares; 2022Q1: 5,688 shares 5,688 $471K 0.04% -554 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,477 shares; 2021Q4: 3,477 shares; 2022Q1: 2,796 shares 2,796 $464K 0.04% -681 Timeline CBSH COMMERCE BANCSHARES INC More: the full row for COMMERCE BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,173 shares; 2021Q4: 6,481 shares; 2022Q1: 6,481 shares 6,481 $464K 0.04% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 883 shares; 2021Q4: 3,161 shares; 2022Q1: 3,076 shares 3,076 $458K 0.03% -85 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 419 shares; 2021Q4: 919 shares; 2022Q1: 919 shares 919 $451K 0.03% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,230 shares; 2021Q4: 10,512 shares; 2022Q1: 10,452 shares 10,452 $431K 0.03% -60 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 734 shares; 2021Q4: 8,949 shares; 2022Q1: 8,244 shares 8,244 $420K 0.03% -705 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,422 shares; 2021Q4: 7,261 shares; 2022Q1: 7,036 shares 7,036 $412K 0.03% -225 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,603 shares; 2021Q4: 6,203 shares; 2022Q1: 6,021 shares 6,021 $408K 0.03% -182 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,351 shares; 2021Q4: 10,651 shares; 2022Q1: 8,600 shares 8,600 $403K 0.03% -2,051 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,161 shares; 2021Q4: 8,065 shares; 2022Q1: 8,065 shares 8,065 $400K 0.03% 0 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 4,000 shares; 2022Q1: 4,000 shares 4,000 $399K 0.03% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,371 shares; 2021Q4: 3,371 shares; 2022Q1: 3,019 shares 3,019 $395K 0.03% -352 INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,299 shares; 2021Q4: 16,367 shares; 2022Q1: 18,528 shares 18,528 $390K 0.03% +2,161 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 854 shares; 2021Q4: 825 shares; 2022Q1: 675 shares 675 $389K 0.03% -150 Timeline EZM WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,122 shares; 2021Q4: 7,122 shares; 2022Q1: 7,122 shares 7,122 $389K 0.03% 0 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 758 shares; 2021Q4: 2,715 shares; 2022Q1: 3,529 shares 3,529 $387K 0.03% +814 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,682 shares; 2021Q4: 2,484 shares; 2022Q1: 2,607 shares 2,607 $385K 0.03% +123 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18,543 shares; 2021Q4: 16,903 shares; 2022Q1: 17,965 shares 17,965 $382K 0.03% +1,062 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 304 shares; 2021Q4: 6,981 shares; 2022Q1: 6,402 shares 6,402 $363K 0.03% -579 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,628 shares; 2021Q4: 5,668 shares; 2022Q1: 5,668 shares 5,668 $356K 0.03% 0 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 78 shares; 2021Q4: 778 shares; 2022Q1: 741 shares 741 $338K 0.03% -37 Timeline TAN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,840 shares; 2021Q4: 3,765 shares; 2022Q1: 4,380 shares 4,380 $331K 0.03% +615 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 568 shares; 2021Q4: 820 shares; 2022Q1: 720 shares 720 $318K 0.02% -100 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 684 shares; 2021Q4: 674 shares; 2022Q1: 674 shares 674 $318K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 12 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $311K 0.02% 0 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,500 shares; 2021Q4: 6,050 shares; 2022Q1: 5,850 shares 5,850 $311K 0.02% -200 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 90 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $306K 0.02% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,082 shares; 2021Q4: 1,046 shares; 2022Q1: 1,046 shares 1,046 $297K 0.02% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,806 shares; 2021Q4: 1,806 shares; 2022Q1: 1,806 shares 1,806 $293K 0.02% 0 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,650 shares; 2022Q1: 1,650 shares 1,650 $285K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 307 shares; 2021Q4: 305 shares; 2022Q1: 205 shares 205 $282K 0.02% -100 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,253 shares; 2021Q4: 1,208 shares; 2022Q1: 1,263 shares 1,263 $281K 0.02% +55 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,073 shares; 2021Q4: 1,113 shares; 2022Q1: 1,113 shares 1,113 $280K 0.02% 0 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,547 shares; 2021Q4: 2,547 shares; 2022Q1: 1,215 shares 1,215 $270K 0.02% -1,332 Timeline INVESCO INVESCO More: the full row for INVESCO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 10,809 shares; 2021Q4: 10,788 shares; 2022Q1: 12,884 shares 12,884 $269K 0.02% +2,096 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,671 shares; 2021Q4: 3,195 shares; 2022Q1: 4,145 shares 4,145 $264K 0.02% +950 Timeline FVD FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,240 shares; 2021Q4: 6,240 shares; 2022Q1: 6,240 shares 6,240 $264K 0.02% 0 Timeline NICE NICE LTD More: the full row for NICE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,415 shares; 2021Q4: 1,415 shares; 2022Q1: 1,200 shares 1,200 $263K 0.02% -215 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,310 shares; 2021Q4: 4,254 shares; 2022Q1: 3,770 shares 3,770 $262K 0.02% -484 Timeline ACTVISION BLIZZARD INC ACTVISION BLIZZARD INC More: the full row for ACTVISION BLIZZARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 264,859 shares; 2021Q4: 23,795 shares; 2022Q1: 3,255 shares 3,255 $261K 0.02% -20,540 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 550 shares; 2021Q4: 850 shares; 2022Q1: 700 shares 700 $254K 0.02% -150 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,137 shares; 2021Q4: 1,016 shares; 2022Q1: 1,016 shares 1,016 $254K 0.02% 0 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,700 shares; 2021Q4: 1,700 shares; 2022Q1: 1,920 shares 1,920 $244K 0.02% +220 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,122 shares; 2021Q4: 1,122 shares; 2022Q1: 1,122 shares 1,122 $235K 0.02% 0 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,129 shares; 2021Q4: 2,728 shares; 2022Q1: 2,112 shares 2,112 $228K 0.02% -616 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 816 shares; 2021Q4: 514 shares; 2022Q1: 835 shares 835 $228K 0.02% +321 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 410 shares; 2021Q4: 410 shares; 2022Q1: 410 shares 410 $224K 0.02% 0 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 650 shares; 2021Q4: 644 shares; 2022Q1: 410 shares 410 $224K 0.02% -234 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,455 shares; 2021Q4: 1,455 shares; 2022Q1: 1,455 shares 1,455 $222K 0.02% 0 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,818 shares; 2021Q4: 2,750 shares; 2022Q1: 2,750 shares 2,750 $221K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,471 shares; 2021Q4: 1,450 shares; 2022Q1: 1,450 shares 1,450 $220K 0.02% 0 Timeline OSBC OLD SECOND BANCORP INC DEL More: the full row for OLD SECOND BANCORP INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 15,000 shares; 2021Q4: 15,000 shares; 2022Q1: 15,000 shares 15,000 $218K 0.02% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,600 shares; 2022Q1: 1,600 shares 1,600 $217K 0.02% 0 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,674 shares; 2021Q4: 1,311 shares; 2022Q1: 1,147 shares 1,147 $216K 0.02% -164 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,176 shares; 2021Q4: 1,176 shares; 2022Q1: 1,103 shares 1,103 $215K 0.02% -73 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,452 shares; 2021Q4: 1,529 shares; 2022Q1: 1,168 shares 1,168 $213K 0.02% -361 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,358 shares; 2021Q4: 3,257 shares; 2022Q1: 2,895 shares 2,895 $213K 0.02% -362 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 25 shares; 2021Q4: 3,025 shares; 2022Q1: 3,000 shares 3,000 $211K 0.02% -25 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,771 shares; 2021Q4: 2,494 shares; 2022Q1: 2,651 shares 2,651 $209K 0.02% +157 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,131 shares; 2021Q4: 1,131 shares; 2022Q1: 1,131 shares 1,131 $208K 0.02% 0 Timeline ISHARES ISHARES More: the full row for ISHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,045 shares; 2021Q4: 7,595 shares; 2022Q1: 7,595 shares 7,595 $202K 0.02% 0 NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,312 shares; 2021Q4: 2,277 shares; 2022Q1: 2,277 shares 2,277 $200K 0.02% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 332 shares; 2021Q4: 1,801 shares; 2022Q1: 1,766 shares 1,766 $197K 0.02% -35 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,609 shares; 2021Q4: 4,983 shares; 2022Q1: 1,939 shares 1,939 $196K 0.01% -3,044 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,798 shares; 2021Q4: 1,798 shares; 2022Q1: 1,650 shares 1,650 $191K 0.01% -148 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,200 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares 1,200 $189K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,288 shares; 2021Q4: 1,613 shares; 2022Q1: 1,425 shares 1,425 $188K 0.01% -188 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,263 shares; 2021Q4: 2,597 shares; 2022Q1: 3,742 shares 3,742 $180K 0.01% +1,145 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,170 shares; 2021Q4: 4,170 shares; 2022Q1: 4,100 shares 4,100 $179K 0.01% -70 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 2,701 shares; 2022Q1: 2,132 shares 2,132 $176K 0.01% -569 BSCQ INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,894 shares; 2021Q4: 6,667 shares; 2022Q1: 8,802 shares 8,802 $176K 0.01% +2,135 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,532 shares 4,532 $174K 0.01% new Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 6,305 shares; 2021Q4: 4,430 shares; 2022Q1: 3,668 shares 3,668 $169K 0.01% -762 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 74 shares; 2021Q4: 924 shares; 2022Q1: 911 shares 911 $168K 0.01% -13 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 53 shares; 2021Q4: 1,153 shares; 2022Q1: 1,100 shares 1,100 $166K 0.01% -53 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 3,000 shares 3,000 $165K 0.01% new Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,250 shares; 2021Q4: 5,250 shares; 2022Q1: 5,750 shares 5,750 $165K 0.01% +500 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 59 shares; 2021Q4: 1,400 shares; 2022Q1: 1,400 shares 1,400 $163K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 257 shares; 2021Q4: 2,200 shares; 2022Q1: 2,200 shares 2,200 $160K 0.01% 0 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 360 shares; 2021Q4: 360 shares; 2022Q1: 350 shares 350 $156K 0.01% -10 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,506 shares 1,506 $153K 0.01% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,141 shares; 2021Q4: 1,141 shares; 2022Q1: 1,139 shares 1,139 $153K 0.01% -2 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 40 shares; 2021Q4: 800 shares; 2022Q1: 500 shares 500 $153K 0.01% -300 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 947 shares; 2021Q4: 2,883 shares; 2022Q1: 2,638 shares 2,638 $152K 0.01% -245 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,760 shares; 2021Q4: 1,700 shares; 2022Q1: 1,700 shares 1,700 $150K 0.01% 0 Timeline PHO 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,820 shares; 2021Q4: 2,820 shares; 2022Q1: 2,820 shares 2,820 $150K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 738 shares; 2021Q4: 748 shares; 2022Q1: 523 shares 523 $149K 0.01% -225 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 340 shares; 2021Q4: 3,512 shares; 2022Q1: 4,062 shares 4,062 $149K 0.01% +550 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 6,465 shares; 2022Q1: 5,373 shares 5,373 $149K 0.01% -1,092 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,756 shares; 2021Q4: 5,756 shares; 2022Q1: 5,756 shares 5,756 $149K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,300 shares; 2021Q4: 4,006 shares; 2022Q1: 1,355 shares 1,355 $147K 0.01% -2,651 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,845 shares; 2021Q4: 1,635 shares; 2022Q1: 1,635 shares 1,635 $147K 0.01% 0 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 6,200 shares; 2022Q1: 6,200 shares 6,200 $146K 0.01% 0 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,380 shares 2,380 $146K 0.01% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,061 shares; 2021Q4: 1,000 shares; 2022Q1: 550 shares 550 $144K 0.01% -450 Timeline MGK VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 800 shares; 2021Q4: 800 shares; 2022Q1: 600 shares 600 $141K 0.01% -200 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,005 shares; 2021Q4: 1,005 shares; 2022Q1: 1,005 shares 1,005 $140K 0.01% 0 Timeline ISHARES TR IBONDS DEC2023 ISHARES TR IBONDS DEC2023 More: the full row for ISHARES TR IBONDS DEC2023 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,085 shares; 2021Q4: 5,485 shares; 2022Q1: 5,485 shares 5,485 $140K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 584 shares; 2021Q4: 5,029 shares; 2022Q1: 1,471 shares 1,471 $138K 0.01% -3,558 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $136K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,299 shares; 2021Q4: 2,199 shares; 2022Q1: 2,199 shares 2,199 $134K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,741 shares; 2021Q4: 12,997 shares; 2022Q1: 5,567 shares 5,567 $132K 0.01% -7,430 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 758 shares; 2021Q4: 758 shares; 2022Q1: 750 shares 750 $129K 0.01% -8 Timeline SPWRQ SUNPOWER CORP More: the full row for SUNPOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 6,000 shares 6,000 $129K 0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 8,539 shares; 2022Q1: 8,539 shares 8,539 $125K 0.01% 0 Timeline DES WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 3,937 shares; 2022Q1: 3,937 shares 3,937 $125K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,592 shares; 2021Q4: 2,213 shares; 2022Q1: 1,463 shares 1,463 $124K 0.01% -750 Timeline BSCU INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,582 shares; 2021Q4: 5,007 shares; 2022Q1: 6,917 shares 6,917 $123K 0.01% +1,910 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 344 shares; 2021Q4: 418 shares; 2022Q1: 458 shares 458 $122K 0.01% +40 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 880 shares; 2021Q4: 880 shares; 2022Q1: 880 shares 880 $122K 0.01% 0 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,350 shares; 2021Q4: 1,350 shares; 2022Q1: 1,250 shares 1,250 $121K 0.01% -100 Timeline BSCR INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 620 shares; 2021Q4: 1,465 shares; 2022Q1: 5,990 shares 5,990 $121K 0.01% +4,525 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,193 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $119K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,499 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $119K 0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,179 shares; 2021Q4: 2,179 shares; 2022Q1: 1,768 shares 1,768 $118K 0.01% -411 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 639 shares; 2021Q4: 639 shares; 2022Q1: 639 shares 639 $115K 0.01% 0 Timeline MOAT VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,835 shares; 2021Q4: 2,835 shares; 2022Q1: 1,535 shares 1,535 $115K 0.01% -1,300 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,534 shares; 2021Q4: 3,157 shares; 2022Q1: 1,700 shares 1,700 $113K 0.01% -1,457 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 775 shares; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares 1,500 $113K 0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,024 shares; 2021Q4: 2,024 shares; 2022Q1: 2,024 shares 2,024 $112K 0.01% 0 Timeline FNDE SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,115 shares; 2021Q4: 7,677 shares; 2022Q1: 3,682 shares 3,682 $107K 0.01% -3,995 Timeline TBI TRUEBLUE INC More: the full row for TRUEBLUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,717 shares; 2021Q4: 3,717 shares; 2022Q1: 3,717 shares 3,717 $107K 0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 803 shares; 2021Q4: 4,988 shares; 2022Q1: 2,005 shares 2,005 $105K 0.01% -2,983 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 253 shares; 2022Q1: 253 shares 253 $105K 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 940 shares; 2021Q4: 940 shares; 2022Q1: 940 shares 940 $104K 0.01% 0 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 749 shares; 2021Q4: 749 shares; 2022Q1: 379 shares 379 $102K 0.01% -370 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 766 shares; 2021Q4: 766 shares; 2022Q1: 766 shares 766 $101K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,232 shares; 2021Q4: 6,884 shares; 2022Q1: 2,973 shares 2,973 $100K 0.01% -3,911 Timeline EEMV ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,641 shares; 2022Q1: 1,641 shares 1,641 $100K 0.01% 0 Timeline FXC INVESCO CURRENCYSHARES CDN D More: the full row for INVESCO CURRENCYSHARES CDN D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,250 shares; 2021Q4: 1,250 shares; 2022Q1: 1,250 shares 1,250 $98K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7 shares; 2021Q4: 7 shares; 2022Q1: 231 shares 231 $95K 0.01% +224 Timeline RIOT RIOT PLATFORMS INC More: the full row for RIOT PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,500 shares 4,500 $95K 0.01% new Timeline UNITI GROUP INC UNITI GROUP INC More: the full row for UNITI GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 6,861 shares; 2022Q1: 6,861 shares 6,861 $94K 0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 773 shares; 2021Q4: 690 shares; 2022Q1: 390 shares 390 $93K 0.01% -300 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,122 shares; 2021Q4: 976 shares; 2022Q1: 1,185 shares 1,185 $92K 0.01% +209 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 316 shares; 2021Q4: 302 shares; 2022Q1: 302 shares 302 $89K 0.01% 0 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 7,934 shares; 2021Q4: 8,070 shares; 2022Q1: 7,934 shares 7,934 $86K 0.01% -136 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 4,500 shares 4,500 $85K 0.01% +2,500 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 3,028 shares; 2021Q4: 4,428 shares; 2022Q1: 1,728 shares 1,728 $84K 0.01% -2,700 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $83K 0.01% 0 Timeline FNDF SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 4,175 shares; 2021Q4: 8,179 shares; 2022Q1: 2,555 shares 2,555 $82K 0.01% -5,624 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 490 shares; 2021Q4: 490 shares; 2022Q1: 990 shares 990 $76K 0.01% +500 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $76K 0.01% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 226 shares; 2021Q4: 210 shares; 2022Q1: 360 shares 360 $76K 0.01% +150 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,020 shares; 2021Q4: 980 shares; 2022Q1: 980 shares 980 $76K 0.01% 0 Timeline ISHARES TR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,330 shares; 2021Q4: 2,330 shares; 2022Q1: 2,905 shares 2,905 $76K 0.01% +575 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,134 shares; 2021Q4: 1,134 shares; 2022Q1: 530 shares 530 $73K 0.01% -604 Timeline WOLFSPEED INC WOLFSPEED INC More: the full row for WOLFSPEED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 644 shares; 2022Q1: 644 shares 644 $73K 0.01% 0 INSEEGO CORP INSEEGO CORP More: the full row for INSEEGO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 18,000 shares 18,000 $73K 0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 114 shares; 2021Q4: 114 shares; 2022Q1: 534 shares 534 $71K 0.01% +420 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 400 shares; 2022Q1: 900 shares 900 $71K 0.01% +500 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 737 shares; 2021Q4: 2,517 shares; 2022Q1: 749 shares 749 $69K 0.01% -1,768 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 896 shares; 2022Q1: 896 shares 896 $67K 0.01% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 32 shares; 2021Q4: 32 shares; 2022Q1: 32 shares 32 $65K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,658 shares; 2021Q4: 1,658 shares; 2022Q1: 1,658 shares 1,658 $64K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 137 shares; 2022Q1: 152 shares 152 $63K <0.01% +15 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 290 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $62K <0.01% 0 Timeline MCCK MESTEK INC NEW More: the full row for MESTEK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $62K <0.01% 0 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,133 shares; 2021Q4: 1,139 shares; 2022Q1: 124 shares 124 $60K <0.01% -1,015 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 742 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $60K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 432 shares; 2021Q4: 802 shares; 2022Q1: 370 shares 370 $60K <0.01% -432 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 460 shares; 2022Q1: 475 shares 475 $59K <0.01% +15 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,000 shares 1,000 $59K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 30 shares; 2021Q4: 65 shares; 2022Q1: 216 shares 216 $59K <0.01% +151 Timeline LTC LTC PPTYS INC More: the full row for LTC PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,500 shares; 2022Q1: 1,500 shares 1,500 $58K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29 shares; 2021Q4: 15 shares; 2022Q1: 240 shares 240 $57K <0.01% +225 Timeline 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 13 shares; 2021Q4: 13 shares; 2022Q1: 143 shares 143 $57K <0.01% +130 Timeline SLF SUN LIFE FINANCIAL INC. More: the full row for SUN LIFE FINANCIAL INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,025 shares; 2022Q1: 1,025 shares 1,025 $57K <0.01% 0 Timeline NORTHWAY FINL INC NORTHWAY FINL INC More: the full row for NORTHWAY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,575 shares; 2021Q4: 1,575 shares; 2022Q1: 1,575 shares 1,575 $57K <0.01% 0 SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 194 shares; 2021Q4: 163 shares; 2022Q1: 613 shares 613 $56K <0.01% +450 Timeline VLUE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 358 shares; 2021Q4: 358 shares; 2022Q1: 532 shares 532 $56K <0.01% +174 Timeline BSCT INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,660 shares; 2021Q4: 1,576 shares; 2022Q1: 2,887 shares 2,887 $56K <0.01% +1,311 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 613 shares; 2021Q4: 613 shares; 2022Q1: 613 shares 613 $54K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 59 shares; 2021Q4: 222 shares; 2022Q1: 222 shares 222 $54K <0.01% 0 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 29 shares; 2021Q4: 29 shares; 2022Q1: 224 shares 224 $54K <0.01% +195 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 223 shares; 2021Q4: 223 shares; 2022Q1: 291 shares 291 $54K <0.01% +68 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,350 shares; 2021Q4: 1,200 shares; 2022Q1: 1,200 shares 1,200 $54K <0.01% 0 IBMO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 180 shares; 2021Q4: 1,230 shares; 2022Q1: 2,130 shares 2,130 $54K <0.01% +900 Timeline IXJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 600 shares 600 $53K <0.01% new Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 521 shares; 2021Q4: 521 shares; 2022Q1: 521 shares 521 $53K <0.01% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 664 shares; 2021Q4: 664 shares; 2022Q1: 664 shares 664 $52K <0.01% 0 Timeline ELAN ELANCO ANIMAL HEALTH INC More: the full row for ELANCO ANIMAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,988 shares; 2021Q4: 1,988 shares; 2022Q1: 1,988 shares 1,988 $52K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 734 shares; 2021Q4: 734 shares; 2022Q1: 734 shares 734 $50K <0.01% 0 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 558 shares; 2021Q4: 558 shares; 2022Q1: 558 shares 558 $50K <0.01% 0 Timeline DTD WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 135 shares; 2021Q4: not reported; 2022Q1: 773 shares 773 $50K <0.01% new Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 640 shares; 2022Q1: 640 shares 640 $49K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 404 shares; 2021Q4: 382 shares; 2022Q1: 382 shares 382 $49K <0.01% 0 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $49K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 773 shares; 2021Q4: 773 shares; 2022Q1: 773 shares 773 $49K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 293 shares; 2021Q4: 250 shares; 2022Q1: 250 shares 250 $48K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 459 shares; 2021Q4: 459 shares; 2022Q1: 459 shares 459 $48K <0.01% 0 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 774 shares; 2021Q4: 700 shares; 2022Q1: 700 shares 700 $48K <0.01% 0 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 25 shares; 2021Q4: 25 shares; 2022Q1: 125 shares 125 $47K <0.01% +100 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 293 shares; 2021Q4: 293 shares; 2022Q1: 293 shares 293 $47K <0.01% 0 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 116 shares 116 $47K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 112 shares; 2021Q4: 95 shares; 2022Q1: 95 shares 95 $46K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 660 shares; 2021Q4: 660 shares; 2022Q1: 660 shares 660 $46K <0.01% 0 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $46K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,079 shares; 2021Q4: 1,079 shares; 2022Q1: 800 shares 800 $45K <0.01% -279 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 425 shares; 2021Q4: 425 shares; 2022Q1: 425 shares 425 $45K <0.01% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 300 shares 300 $45K <0.01% new Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 459 shares; 2021Q4: 400 shares; 2022Q1: 400 shares 400 $45K <0.01% 0 Timeline GLAXOSMITHKLINE PLC-ADR GLAXOSMITHKLINE PLC-ADR More: the full row for GLAXOSMITHKLINE PLC-ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 291 shares; 2021Q4: not reported; 2022Q1: 1,000 shares 1,000 $44K <0.01% new AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 66 shares; 2021Q4: 66 shares; 2022Q1: 66 shares 66 $42K <0.01% 0 Timeline AMKR AMKOR TECHNOLOGY INC More: the full row for AMKOR TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 953 shares; 2021Q4: 1,953 shares; 2022Q1: 1,953 shares 1,953 $42K <0.01% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,127 shares; 2021Q4: 927 shares; 2022Q1: 477 shares 477 $42K <0.01% -450 Timeline AMERICAN WELL CORP AMERICAN WELL CORP More: the full row for AMERICAN WELL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 10,000 shares 10,000 $42K <0.01% new IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,546 shares; 2021Q4: 1,546 shares; 2022Q1: 147 shares 147 $41K <0.01% -1,399 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,250 shares; 2021Q4: 2,387 shares; 2022Q1: 2,387 shares 2,387 $40K <0.01% 0 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 807 shares; 2021Q4: 807 shares; 2022Q1: 600 shares 600 $40K <0.01% -207 Timeline TMP TOMPKINS FINL CORP More: the full row for TOMPKINS FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 627 shares; 2021Q4: 627 shares; 2022Q1: 500 shares 500 $39K <0.01% -127 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 142 shares; 2021Q4: not reported; 2022Q1: 401 shares 401 $39K <0.01% new Timeline AIN ALBANY INTL CORP More: the full row for ALBANY INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 452 shares; 2021Q4: 452 shares; 2022Q1: 452 shares 452 $38K <0.01% 0 Timeline PRFZ 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 335 shares; 2021Q4: 335 shares; 2022Q1: 200 shares 200 $37K <0.01% -135 Timeline SBGSY SCHNEIDER ELECT SE-UNSP ADR More: the full row for SCHNEIDER ELECT SE-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,094 shares; 2021Q4: 1,094 shares; 2022Q1: 1,094 shares 1,094 $37K <0.01% 0 Timeline PAYSAFE LIMITED PAYSAFE LIMITED More: the full row for PAYSAFE LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 11,000 shares 11,000 $37K <0.01% new WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 150 shares 150 $36K <0.01% new Timeline CURLF CURALEAF HLDGS INC (CANADA) More: the full row for CURALEAF HLDGS INC (CANADA) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares; 2022Q1: 5,000 shares 5,000 $36K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,144 shares; 2021Q4: 1,144 shares; 2022Q1: 1,144 shares 1,144 $34K <0.01% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 701 shares 701 $34K <0.01% new Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 657 shares; 2022Q1: 1,314 shares 1,314 $33K <0.01% +657 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 900 shares; 2022Q1: 900 shares 900 $33K <0.01% 0 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $33K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,332 shares; 2021Q4: 1,207 shares; 2022Q1: 200 shares 200 $32K <0.01% -1,007 Timeline EVH EVOLENT HEALTH INC More: the full row for EVOLENT HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,000 shares 1,000 $32K <0.01% new Timeline EVER EVERQUOTE INC More: the full row for EVERQUOTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2,000 shares; 2021Q4: 2,000 shares; 2022Q1: 2,000 shares 2,000 $32K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 128 shares; 2021Q4: 128 shares; 2022Q1: 128 shares 128 $32K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 303 shares; 2021Q4: 303 shares; 2022Q1: 303 shares 303 $31K <0.01% 0 Timeline ALGM ALLEGRO MICROSYSTEMS INC More: the full row for ALLEGRO MICROSYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,100 shares; 2021Q4: 1,100 shares; 2022Q1: 1,100 shares 1,100 $31K <0.01% 0 Timeline XIFR XPLR INFRASTRUCTURE LP More: the full row for XPLR INFRASTRUCTURE LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 366 shares; 2021Q4: 366 shares; 2022Q1: 366 shares 366 $31K <0.01% 0 Timeline GRAFTECH INTL LTD GRAFTECH INTL LTD More: the full row for GRAFTECH INTL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 641,124 shares; 2021Q4: 660,812 shares; 2022Q1: 3,175 shares 3,175 $31K <0.01% -657,637 PSI 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 534 shares; 2021Q4: 534 shares; 2022Q1: 234 shares 234 $30K <0.01% -300 Timeline RITCHIE BROS AUCTIONEERS RITCHIE BROS AUCTIONEERS More: the full row for RITCHIE BROS AUCTIONEERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 65 shares; 2021Q4: 65 shares; 2022Q1: 500 shares 500 $30K <0.01% +435 AZTA AZENTA INC More: the full row for AZENTA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 386 shares; 2021Q4: 351 shares; 2022Q1: 351 shares 351 $29K <0.01% 0 Timeline SGMOQ SANGAMO THERAPEUTICS INC More: the full row for SANGAMO THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5,000 shares; 2021Q4: 5,000 shares; 2022Q1: 5,000 shares 5,000 $29K <0.01% 0 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 675 shares; 2021Q4: 675 shares; 2022Q1: 519 shares 519 $28K <0.01% -156 Timeline CALM CAL MAINE FOODS INC More: the full row for CAL MAINE FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 500 shares 500 $28K <0.01% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 600 shares; 2021Q4: 600 shares; 2022Q1: 600 shares 600 $28K <0.01% 0 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 885 shares; 2021Q4: 885 shares; 2022Q1: 885 shares 885 $28K <0.01% 0 Timeline IBMP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 90 shares; 2021Q4: 490 shares; 2022Q1: 1,090 shares 1,090 $28K <0.01% +600 Timeline SEACHANGE INTL INC SEACHANGE INTL INC More: the full row for SEACHANGE INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 25,000 shares; 2021Q4: 25,000 shares; 2022Q1: 25,000 shares 25,000 $28K <0.01% 0 HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 311 shares; 2021Q4: 311 shares; 2022Q1: 311 shares 311 $27K <0.01% 0 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 87 shares; 2021Q4: 87 shares; 2022Q1: 87 shares 87 $27K <0.01% 0 Timeline WEX WEX INC More: the full row for WEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 150 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $27K <0.01% 0 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 132 shares; 2021Q4: 132 shares; 2022Q1: 132 shares 132 $26K <0.01% 0 Timeline LVMUY LVMH MOET HENNESSY-UNSP ADR More: the full row for LVMH MOET HENNESSY-UNSP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 182 shares; 2021Q4: 182 shares; 2022Q1: 182 shares 182 $26K <0.01% 0 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $25K <0.01% 0 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 110 shares; 2021Q4: 110 shares; 2022Q1: 110 shares 110 $25K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 100 shares; 2022Q1: 100 shares 100 $25K <0.01% 0 Timeline LUCID GROUP INC LUCID GROUP INC More: the full row for LUCID GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $25K <0.01% 0 EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 582 shares 582 $25K <0.01% new Timeline PZA 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,006 shares 1,006 $25K <0.01% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 343 shares; 2021Q4: 343 shares; 2022Q1: 343 shares 343 $24K <0.01% 0 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 166 shares; 2021Q4: 166 shares; 2022Q1: 166 shares 166 $24K <0.01% 0 Timeline NBTB NBT BANCORP INC More: the full row for NBT BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 920 shares; 2021Q4: 920 shares; 2022Q1: 654 shares 654 $24K <0.01% -266 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 403 shares; 2021Q4: 150 shares; 2022Q1: 150 shares 150 $24K <0.01% 0 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,000 shares 1,000 $24K <0.01% new Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 56 shares; 2021Q4: 56 shares; 2022Q1: 56 shares 56 $24K <0.01% 0 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 114 shares; 2021Q4: 114 shares; 2022Q1: 114 shares 114 $23K <0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 314 shares; 2021Q4: 314 shares; 2022Q1: 90 shares 90 $23K <0.01% -224 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 491 shares 491 $23K <0.01% new Timeline SUNDIAL GROWERS INC SUNDIAL GROWERS INC More: the full row for SUNDIAL GROWERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 33,000 shares 33,000 $23K <0.01% new LW LAMB WESTON HLDGS INC More: the full row for LAMB WESTON HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 679 shares; 2021Q4: 1,007 shares; 2022Q1: 359 shares 359 $22K <0.01% -648 Timeline SMG SCOTTS MIRACLE-GRO CO More: the full row for SCOTTS MIRACLE-GRO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 180 shares; 2021Q4: 180 shares; 2022Q1: 180 shares 180 $22K <0.01% 0 Timeline RDNT RADNET INC More: the full row for RADNET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,000 shares; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $22K <0.01% 0 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 972 shares; 2021Q4: 939 shares; 2022Q1: 439 shares 439 $22K <0.01% -500 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 137 shares; 2021Q4: 137 shares; 2022Q1: 137 shares 137 $21K <0.01% 0 Timeline NUGT DIREXION SHARES ETF TRUST More: the full row for DIREXION SHARES ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 300 shares 300 $21K <0.01% new Timeline BFLY BUTTERFLY NETWORK INC More: the full row for BUTTERFLY NETWORK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 4,303 shares 4,303 $20K <0.01% new Timeline SITE SITEONE LANDSCAPE SUPPLY INC More: the full row for SITEONE LANDSCAPE SUPPLY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 124 shares; 2021Q4: 124 shares; 2022Q1: 124 shares 124 $20K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 312 shares; 2021Q4: 312 shares; 2022Q1: 312 shares 312 $19K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 64 shares; 2021Q4: 64 shares; 2022Q1: 64 shares 64 $19K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 108 shares; 2022Q1: 108 shares 108 $19K <0.01% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 644 shares; 2021Q4: 375 shares; 2022Q1: 375 shares 375 $19K <0.01% 0 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 159 shares; 2021Q4: 159 shares; 2022Q1: 159 shares 159 $19K <0.01% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 179 shares 179 $18K <0.01% new Timeline THO THOR INDS INC More: the full row for THOR INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 223 shares; 2021Q4: 223 shares; 2022Q1: 223 shares 223 $18K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 206 shares; 2021Q4: 206 shares; 2022Q1: 206 shares 206 $17K <0.01% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 49 shares; 2021Q4: 49 shares; 2022Q1: 49 shares 49 $17K <0.01% 0 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 391 shares; 2021Q4: 391 shares; 2022Q1: 391 shares 391 $17K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 152 shares; 2021Q4: 152 shares; 2022Q1: 152 shares 152 $17K <0.01% 0 IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 130 shares; 2021Q4: 110 shares; 2022Q1: 110 shares 110 $17K <0.01% 0 Timeline UTG REAVES UTIL INCOME FD More: the full row for REAVES UTIL INCOME FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 500 shares 500 $17K <0.01% new Timeline SLVM SYLVAMO CORP More: the full row for SYLVAMO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 481 shares; 2022Q1: 481 shares 481 $16K <0.01% 0 Timeline SBNY SIGNATURE BANK More: the full row for SIGNATURE BANK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 56 shares; 2021Q4: 56 shares; 2022Q1: 56 shares 56 $16K <0.01% 0 Timeline BSCS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 105 shares; 2022Q1: 770 shares 770 $16K <0.01% +665 Timeline RLI RLI CORP More: the full row for RLI CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 139 shares; 2021Q4: 139 shares; 2022Q1: 139 shares 139 $15K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 60 shares; 2021Q4: 60 shares; 2022Q1: 60 shares 60 $15K <0.01% 0 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 45 shares; 2021Q4: 45 shares; 2022Q1: 45 shares 45 $15K <0.01% 0 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 233 shares; 2021Q4: 233 shares; 2022Q1: 233 shares 233 $15K <0.01% 0 Timeline RUN SUNRUN INC More: the full row for SUNRUN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 500 shares; 2021Q4: 500 shares; 2022Q1: 500 shares 500 $15K <0.01% 0 Timeline IPAC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 244 shares 244 $15K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 55 shares 55 $14K <0.01% new Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 191 shares; 2021Q4: 191 shares; 2022Q1: 191 shares 191 $14K <0.01% 0 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 57 shares; 2021Q4: 57 shares; 2022Q1: 57 shares 57 $14K <0.01% 0 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $14K <0.01% 0 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 33 shares; 2021Q4: 33 shares; 2022Q1: 33 shares 33 $14K <0.01% 0 Timeline DKILY DAIKIN INDUSTRIES-UNSPON ADR More: the full row for DAIKIN INDUSTRIES-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 746 shares; 2021Q4: 746 shares; 2022Q1: 746 shares 746 $14K <0.01% 0 Timeline SYIEY SYMRISE AG-UNSPON ADR More: the full row for SYMRISE AG-UNSPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 465 shares; 2021Q4: 465 shares; 2022Q1: 465 shares 465 $14K <0.01% 0 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 148 shares; 2021Q4: 96 shares; 2022Q1: 96 shares 96 $13K <0.01% 0 Timeline PLNT PLANET FITNESS MASTER ISSUER More: the full row for PLANET FITNESS MASTER ISSUER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 150 shares 150 $13K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 134 shares; 2021Q4: 134 shares; 2022Q1: 134 shares 134 $13K <0.01% 0 Timeline PXH 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 639 shares 639 $13K <0.01% new Timeline TTNDY TECHTRONIC INDUSTRIES-SP ADR More: the full row for TECHTRONIC INDUSTRIES-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 165 shares; 2021Q4: 165 shares; 2022Q1: 165 shares 165 $13K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 75 shares; 2021Q4: 75 shares; 2022Q1: 75 shares 75 $12K <0.01% 0 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 269 shares; 2021Q4: 269 shares; 2022Q1: 269 shares 269 $12K <0.01% 0 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 638 shares; 2021Q4: 638 shares; 2022Q1: 638 shares 638 $12K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 68 shares; 2021Q4: 68 shares; 2022Q1: 68 shares 68 $12K <0.01% 0 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 96 shares; 2021Q4: 62 shares; 2022Q1: 62 shares 62 $12K <0.01% 0 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 56 shares; 2021Q4: 52 shares; 2022Q1: 52 shares 52 $12K <0.01% 0 Timeline ORANY ORANGE-SPON ADR More: the full row for ORANGE-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,000 shares; 2022Q1: 1,000 shares 1,000 $12K <0.01% 0 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 197 shares; 2021Q4: 152 shares; 2022Q1: 152 shares 152 $11K <0.01% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 122 shares; 2021Q4: not reported; 2022Q1: 61 shares 61 $11K <0.01% new Timeline QRVO QORVO INC More: the full row for QORVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 86 shares; 2021Q4: 86 shares; 2022Q1: 86 shares 86 $11K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $11K <0.01% 0 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 88 shares; 2021Q4: 88 shares; 2022Q1: 88 shares 88 $11K <0.01% 0 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 93 shares; 2021Q4: 93 shares; 2022Q1: 93 shares 93 $11K <0.01% 0 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 244 shares; 2021Q4: 244 shares; 2022Q1: 244 shares 244 $11K <0.01% 0 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 48 shares; 2021Q4: 48 shares; 2022Q1: 48 shares 48 $11K <0.01% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 64 shares; 2021Q4: 134 shares; 2022Q1: 113 shares 113 $11K <0.01% -21 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 160 shares; 2021Q4: 160 shares; 2022Q1: 160 shares 160 $11K <0.01% 0 Timeline VFC V F CORP More: the full row for V F CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 232 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $11K <0.01% 0 Timeline ARMK ARAMARK More: the full row for ARAMARK Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 295 shares; 2021Q4: 295 shares; 2022Q1: 295 shares 295 $11K <0.01% 0 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 132 shares; 2021Q4: 132 shares; 2022Q1: 132 shares 132 $11K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 58 shares; 2021Q4: 58 shares; 2022Q1: 58 shares 58 $11K <0.01% 0 Timeline NVST ENVISTA HOLDINGS CORPORATION More: the full row for ENVISTA HOLDINGS CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 330 shares; 2021Q4: 227 shares; 2022Q1: 227 shares 227 $11K <0.01% 0 Timeline IBMQ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 50 shares; 2021Q4: 450 shares; 2022Q1: 450 shares 450 $11K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 244 shares; 2021Q4: 159 shares; 2022Q1: 159 shares 159 $10K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $10K <0.01% 0 Timeline CRL CHARLES RIV LABS INTL INC More: the full row for CHARLES RIV LABS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 46 shares; 2021Q4: 36 shares; 2022Q1: 36 shares 36 $10K <0.01% 0 Timeline KD KYNDRYL HLDGS INC More: the full row for KYNDRYL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 1,116 shares; 2022Q1: 760 shares 760 $10K <0.01% -356 Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 205 shares 205 $10K <0.01% new 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 27 shares; 2021Q4: 27 shares; 2022Q1: 13 shares 13 $10K <0.01% -14 ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 32 shares; 2021Q4: 32 shares; 2022Q1: 32 shares 32 $10K <0.01% 0 DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 184 shares; 2021Q4: 99 shares; 2022Q1: 99 shares 99 $10K <0.01% 0 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 163 shares 163 $9K <0.01% new Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 104 shares 104 $9K <0.01% new Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 1,218 shares; 2021Q4: 1,218 shares; 2022Q1: 175 shares 175 $9K <0.01% -1,043 Timeline GEVO GEVO INC More: the full row for GEVO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 2,000 shares 2,000 $9K <0.01% new Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 2 shares; 2021Q4: 2 shares; 2022Q1: 2 shares 2 $9K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 218 shares; 2021Q4: 79 shares; 2022Q1: 79 shares 79 $9K <0.01% 0 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 213 shares; 2021Q4: 213 shares; 2022Q1: 213 shares 213 $9K <0.01% 0 Timeline SKYW SKYWEST INC More: the full row for SKYWEST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 309 shares; 2021Q4: 309 shares; 2022Q1: 309 shares 309 $9K <0.01% 0 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 20 shares; 2021Q4: 20 shares; 2022Q1: 20 shares 20 $9K <0.01% 0 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 18 shares; 2021Q4: 18 shares; 2022Q1: 18 shares 18 $9K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 43 shares; 2021Q4: 43 shares; 2022Q1: 43 shares 43 $9K <0.01% 0 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 70 shares 70 $9K <0.01% new Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 85 shares 85 $9K <0.01% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $9K <0.01% 0 Timeline FERGUSON PLC FERGUSON PLC More: the full row for FERGUSON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 68 shares; 2021Q4: 68 shares; 2022Q1: 68 shares 68 $9K <0.01% 0 CMPGY COMPASS GROUP PLC SPONSORED AD More: the full row for COMPASS GROUP PLC SPONSORED AD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 418 shares; 2021Q4: 418 shares; 2022Q1: 418 shares 418 $9K <0.01% 0 Timeline AAGIY AIA GROUP LTD-SP ADR More: the full row for AIA GROUP LTD-SP ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 508 shares; 2021Q4: 508 shares; 2022Q1: 210 shares 210 $9K <0.01% -298 Timeline WTKWY WOLTERS KLUWER NV SPONS ADR More: the full row for WOLTERS KLUWER NV SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 81 shares; 2021Q4: 81 shares; 2022Q1: 81 shares 81 $9K <0.01% 0 Timeline KGSPY Kingspan Group Plc Unsponsored More: the full row for Kingspan Group Plc Unsponsored Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 92 shares; 2021Q4: 92 shares; 2022Q1: 92 shares 92 $9K <0.01% 0 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 62 shares 62 $8K <0.01% new Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 111,145 shares; 2021Q4: 1,395 shares; 2022Q1: 55 shares 55 $8K <0.01% -1,340 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 80 shares; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $8K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 118 shares; 2021Q4: 118 shares; 2022Q1: 118 shares 118 $8K <0.01% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 92 shares; 2021Q4: 92 shares; 2022Q1: 92 shares 92 $8K <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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 347 shares; 2021Q4: 347 shares; 2022Q1: 347 shares 347 $8K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 234 shares; 2022Q1: 196 shares 196 $8K <0.01% -38 Timeline DIOD DIODES INC More: the full row for DIODES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 97 shares; 2021Q4: 97 shares; 2022Q1: 97 shares 97 $8K <0.01% 0 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 187 shares; 2021Q4: 95 shares; 2022Q1: 95 shares 95 $8K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 300 shares; 2021Q4: 300 shares; 2022Q1: 300 shares 300 $8K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 50 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $8K <0.01% 0 Timeline HORIZON THERAPEUTICS PLC HORIZON THERAPEUTICS PLC More: the full row for HORIZON THERAPEUTICS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 218 shares; 2021Q4: 218 shares; 2022Q1: 75 shares 75 $8K <0.01% -143 DNBBY DNB BK ASA (NORWAY) More: the full row for DNB BK ASA (NORWAY) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 361 shares; 2021Q4: 361 shares; 2022Q1: 361 shares 361 $8K <0.01% 0 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 35 shares; 2021Q4: 35 shares; 2022Q1: 35 shares 35 $7K <0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: 16 shares; 2022Q1: 16 shares 16 $7K <0.01% 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 127 shares 127 $7K <0.01% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 14 shares; 2021Q4: 14 shares; 2022Q1: 14 shares 14 $7K <0.01% 0 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 5 shares; 2021Q4: 5 shares; 2022Q1: 5 shares 5 $7K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 46 shares; 2021Q4: 46 shares; 2022Q1: 46 shares 46 $7K <0.01% 0 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 140 shares; 2021Q4: 140 shares; 2022Q1: 140 shares 140 $7K <0.01% 0 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 96 shares 96 $7K <0.01% new Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 114 shares; 2021Q4: 50 shares; 2022Q1: 50 shares 50 $7K <0.01% 0 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 27 shares; 2021Q4: 27 shares; 2022Q1: 27 shares 27 $7K <0.01% 0 Timeline SUI SUN CMNTYS INC More: the full row for SUN CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 85 shares; 2021Q4: 40 shares; 2022Q1: 40 shares 40 $7K <0.01% 0 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 200 shares; 2021Q4: 200 shares; 2022Q1: 200 shares 200 $7K <0.01% 0 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 73 shares; 2021Q4: 73 shares; 2022Q1: 73 shares 73 $7K <0.01% 0 Timeline OGN ORGANON & CO More: the full row for ORGANON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 604 shares; 2021Q4: 732 shares; 2022Q1: 211 shares 211 $7K <0.01% -521 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 241 shares; 2021Q4: 81 shares; 2022Q1: 81 shares 81 $7K <0.01% 0 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; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 127 shares; 2021Q4: 90 shares; 2022Q1: 90 shares 90 $7K <0.01% 0 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 170 shares 170 $7K <0.01% new Timeline CHH CHOICE HOTELS INTL INC More: the full row for CHOICE HOTELS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 47 shares; 2021Q4: 47 shares; 2022Q1: 47 shares 47 $7K <0.01% 0 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 136 shares; 2021Q4: 80 shares; 2022Q1: 80 shares 80 $7K <0.01% 0 Timeline SYNEOS HEALTH INC SYNEOS HEALTH INC More: the full row for SYNEOS HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 85 shares; 2021Q4: 85 shares; 2022Q1: 85 shares 85 $7K <0.01% 0 HYS PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 73 shares 73 $7K <0.01% new Timeline ZYXIQ ZYNEX, INC. COMMON STOCK (NV) More: the full row for ZYNEX, INC. COMMON STOCK (NV) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: not reported; 2021Q4: not reported; 2022Q1: 1,100 shares 1,100 $7K <0.01% new Timeline AMADY AMADEUS IT GROUP SA ADS UNSPON More: the full row for AMADEUS IT GROUP SA ADS UNSPON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 243 shares; 2021Q4: 108 shares; 2022Q1: 108 shares 108 $7K <0.01% 0 Timeline KBCSY KBC Group NV Unsponsored ADR ( More: the full row for KBC Group NV Unsponsored ADR ( Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2020Q2: restricted; 2020Q3: restricted; 2020Q4: restricted; 2021Q1: restricted; 2021Q2: restricted; 2021Q3: 431 shares; 2021Q4: 195 shares; 2022Q1: 195 shares 195 $7K <0.01% 0 Timeline