NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,223,104 shares; 2024Q4: 1,217,143 shares; 2025Q1: 1,206,548 shares; 2025Q2: 1,269,375 shares 1,269,375 $226M 3.63% +62,827 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 830,077 shares; 2024Q4: 840,352 shares; 2025Q1: 855,513 shares; 2025Q2: 883,828 shares 883,828 $183M 2.95% +28,315 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 253,363 shares; 2024Q4: 264,271 shares; 2025Q1: 250,367 shares; 2025Q2: 276,784 shares 276,784 $148M 2.38% +26,417 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,490 shares; 2024Q4: 278,317 shares; 2025Q1: 243,052 shares; 2025Q2: 1,280,829 shares 1,280,829 $125M 2.02% +1,037,777 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511,650 shares; 2024Q4: 537,622 shares; 2025Q1: 511,691 shares; 2025Q2: 512,204 shares 512,204 $120M 1.93% +513 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 237,869 shares; 2024Q4: 243,217 shares; 2025Q1: 214,439 shares; 2025Q2: 172,387 shares 172,387 $109M 1.76% -42,052 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,651 shares; 2024Q4: 151,891 shares; 2025Q1: 141,225 shares; 2025Q2: 170,140 shares 170,140 $108M 1.73% +28,915 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,615 shares; 2024Q4: 127,570 shares; 2025Q1: 163,078 shares; 2025Q2: 167,053 shares 167,053 $94.4M 1.52% +3,975 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,764 shares; 2024Q4: 253,557 shares; 2025Q1: 235,615 shares; 2025Q2: 235,684 shares 235,684 $69.2M 1.11% +69 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,450 shares; 2024Q4: 92,732 shares; 2025Q1: 88,181 shares; 2025Q2: 79,409 shares 79,409 $61.4M 0.99% -8,772 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 151,477 shares; 2024Q4: 163,642 shares; 2025Q1: 160,543 shares; 2025Q2: 176,168 shares 176,168 $52.2M 0.84% +15,625 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796,225 shares; 2024Q4: 706,038 shares; 2025Q1: 677,387 shares; 2025Q2: 556,406 shares 556,406 $51.1M 0.82% -120,981 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,871 shares; 2024Q4: 218,492 shares; 2025Q1: 225,142 shares; 2025Q2: 260,422 shares 260,422 $50M 0.8% +35,280 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,832 shares; 2024Q4: 232,389 shares; 2025Q1: 262,214 shares; 2025Q2: 283,720 shares 283,720 $44.9M 0.72% +21,506 Timeline ZECP ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 740,806 shares; 2024Q4: 1,034,508 shares; 2025Q1: 1,135,815 shares; 2025Q2: 1,227,500 shares 1,227,500 $39.7M 0.64% +91,685 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,586 shares; 2024Q4: 78,190 shares; 2025Q1: 83,200 shares; 2025Q2: 124,123 shares 124,123 $38.6M 0.62% +40,923 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 104,536 shares; 2024Q4: 362,125 shares; 2025Q1: 546,076 shares; 2025Q2: 890,834 shares 890,834 $37.2M 0.6% +344,758 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,573 shares; 2024Q4: 48,595 shares; 2025Q1: 47,212 shares; 2025Q2: 48,563 shares 48,563 $35.9M 0.58% +1,351 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,389 shares; 2024Q4: 111,459 shares; 2025Q1: 112,397 shares; 2025Q2: 105,109 shares 105,109 $32.4M 0.52% -7,288 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 403,666 shares; 2024Q4: 335,103 shares; 2025Q1: 331,297 shares; 2025Q2: 289,879 shares 289,879 $32M 0.52% -41,418 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,065 shares; 2024Q4: 87,458 shares; 2025Q1: 91,041 shares; 2025Q2: 105,196 shares 105,196 $31.9M 0.51% +14,155 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,031 shares; 2024Q4: 60,487 shares; 2025Q1: 59,440 shares; 2025Q2: 64,713 shares 64,713 $30.5M 0.49% +5,273 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,172 shares; 2024Q4: 111,014 shares; 2025Q1: 69,211 shares; 2025Q2: 66,879 shares 66,879 $30.4M 0.49% -2,332 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,733 shares; 2024Q4: 110,399 shares; 2025Q1: 117,571 shares; 2025Q2: 115,988 shares 115,988 $29.4M 0.47% -1,583 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,855 shares; 2024Q4: 153,382 shares; 2025Q1: 158,485 shares; 2025Q2: 166,107 shares 166,107 $29.4M 0.47% +7,622 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,737 shares; 2024Q4: 36,678 shares; 2025Q1: 42,118 shares; 2025Q2: 50,594 shares 50,594 $29.4M 0.47% +8,476 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 195,509 shares; 2024Q4: 222,529 shares; 2025Q1: 212,318 shares; 2025Q2: 208,641 shares 208,641 $28.8M 0.46% -3,677 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,229 shares; 2024Q4: 189,007 shares; 2025Q1: 172,140 shares; 2025Q2: 148,057 shares 148,057 $28.6M 0.46% -24,083 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,703 shares; 2024Q4: 298,422 shares; 2025Q1: 296,825 shares; 2025Q2: 253,292 shares 253,292 $27.9M 0.45% -43,533 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,361 shares; 2024Q4: 118,852 shares; 2025Q1: 113,957 shares; 2025Q2: 105,241 shares 105,241 $27.7M 0.45% -8,716 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 315,118 shares; 2024Q4: 339,784 shares; 2025Q1: 362,785 shares; 2025Q2: 328,065 shares 328,065 $27.1M 0.44% -34,720 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 264,307 shares; 2024Q4: 261,829 shares; 2025Q1: 261,989 shares; 2025Q2: 242,051 shares 242,051 $27M 0.43% -19,938 Timeline SGOV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,030 shares; 2024Q4: 59,929 shares; 2025Q1: 103,195 shares; 2025Q2: 263,078 shares 263,078 $26.5M 0.43% +159,883 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,238 shares; 2024Q4: 118,508 shares; 2025Q1: 125,048 shares; 2025Q2: 137,081 shares 137,081 $25.9M 0.42% +12,033 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,509 shares; 2024Q4: 28,443 shares; 2025Q1: 25,801 shares; 2025Q2: 26,589 shares 26,589 $25M 0.4% +788 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,137 shares; 2024Q4: 43,802 shares; 2025Q1: 44,019 shares; 2025Q2: 44,011 shares 44,011 $24.9M 0.4% -8 Timeline FDN 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,661 shares; 2024Q4: 95,039 shares; 2025Q1: 86,868 shares; 2025Q2: 86,111 shares 86,111 $23.6M 0.38% -757 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,041 shares; 2024Q4: 63,890 shares; 2025Q1: 59,684 shares; 2025Q2: 64,146 shares 64,146 $22.2M 0.36% +4,462 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,942 shares; 2024Q4: 65,792 shares; 2025Q1: 75,421 shares; 2025Q2: 91,361 shares 91,361 $22.1M 0.36% +15,940 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 160,006 shares; 2024Q4: 162,145 shares; 2025Q1: 155,217 shares; 2025Q2: 145,461 shares 145,461 $22.1M 0.36% -9,756 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,083 shares; 2024Q4: 18,213 shares; 2025Q1: 16,761 shares; 2025Q2: 18,762 shares 18,762 $21.8M 0.35% +2,001 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 178,417 shares; 2025Q1: 181,365 shares; 2025Q2: 176,186 shares 176,186 $21.7M 0.35% -5,179 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,752 shares; 2024Q4: 234,630 shares; 2025Q1: 233,818 shares; 2025Q2: 219,448 shares 219,448 $21.6M 0.35% -14,370 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,412 shares; 2024Q4: 122,836 shares; 2025Q1: 130,512 shares; 2025Q2: 116,486 shares 116,486 $21.4M 0.34% -14,026 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,550 shares; 2024Q4: 66,448 shares; 2025Q1: 62,231 shares; 2025Q2: 57,428 shares 57,428 $21.1M 0.34% -4,803 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 297,183 shares; 2024Q4: 310,550 shares; 2025Q1: 322,801 shares; 2025Q2: 372,683 shares 372,683 $21M 0.34% +49,882 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 979 shares; 2024Q4: 951 shares; 2025Q1: 4,746 shares; 2025Q2: 21,202 shares 21,202 $20.5M 0.33% +16,456 Timeline FXU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 456,297 shares; 2025Q2: 455,369 shares 455,369 $20.3M 0.33% -928 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,324 shares; 2024Q4: 20,075 shares; 2025Q1: 24,766 shares; 2025Q2: 30,579 shares 30,579 $20.2M 0.32% +5,813 Timeline FXO 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 343,460 shares; 2025Q1: 350,347 shares; 2025Q2: 351,062 shares 351,062 $20M 0.32% +715 Timeline FXR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 249,203 shares; 2024Q4: 264,388 shares; 2025Q1: 258,395 shares; 2025Q2: 257,724 shares 257,724 $19.9M 0.32% -671 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 413,451 shares; 2024Q4: 416,171 shares; 2025Q1: 428,347 shares; 2025Q2: 314,681 shares 314,681 $19.8M 0.32% -113,666 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,798 shares; 2024Q4: 21,523 shares; 2025Q1: 198,883 shares; 2025Q2: 298,935 shares 298,935 $19.8M 0.32% +100,052 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,383 shares; 2024Q4: 41,557 shares; 2025Q1: 40,418 shares; 2025Q2: 41,883 shares 41,883 $19M 0.31% +1,465 Timeline DRSK ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,282 shares; 2024Q4: 279,628 shares; 2025Q1: 450,151 shares; 2025Q2: 665,809 shares 665,809 $19M 0.31% +215,658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,630 shares; 2024Q4: 270,480 shares; 2025Q1: 257,893 shares; 2025Q2: 273,560 shares 273,560 $18.6M 0.3% +15,667 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,197 shares; 2024Q4: 36,066 shares; 2025Q1: 37,029 shares; 2025Q2: 40,108 shares 40,108 $17.6M 0.28% +3,079 Timeline QQXT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 177,640 shares 177,640 $17.5M 0.28% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,589 shares; 2024Q4: 100,471 shares; 2025Q1: 102,990 shares; 2025Q2: 114,757 shares 114,757 $17.3M 0.28% +11,767 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,624 shares; 2024Q4: 130,254 shares; 2025Q1: 124,901 shares; 2025Q2: 197,376 shares 197,376 $17.2M 0.28% +72,475 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,668 shares; 2024Q4: 73,990 shares; 2025Q1: 69,614 shares; 2025Q2: 66,609 shares 66,609 $16.9M 0.27% -3,005 Timeline HDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,020 shares; 2024Q4: 109,864 shares; 2025Q1: 119,650 shares; 2025Q2: 141,620 shares 141,620 $16.8M 0.27% +21,970 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,373 shares; 2024Q4: 445,456 shares; 2025Q1: 534,750 shares; 2025Q2: 630,378 shares 630,378 $16.7M 0.27% +95,628 Timeline ICSH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,166 shares; 2024Q4: 78,396 shares; 2025Q1: 547,478 shares; 2025Q2: 325,337 shares 325,337 $16.5M 0.27% -222,141 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 245,058 shares; 2024Q4: 242,532 shares; 2025Q1: 284,897 shares; 2025Q2: 290,347 shares 290,347 $16.4M 0.26% +5,450 Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,554 shares; 2024Q4: 75,642 shares; 2025Q1: 75,349 shares; 2025Q2: 67,625 shares 67,625 $16.3M 0.26% -7,724 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 227,718 shares; 2024Q4: 251,396 shares; 2025Q1: 254,495 shares; 2025Q2: 139,461 shares 139,461 $15.9M 0.26% -115,034 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,153 shares; 2024Q4: 98,330 shares; 2025Q1: 91,430 shares; 2025Q2: 89,137 shares 89,137 $15.7M 0.25% -2,293 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,501 shares; 2024Q4: 72,538 shares; 2025Q1: 72,984 shares; 2025Q2: 115,154 shares 115,154 $15.6M 0.25% +42,170 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 322,201 shares; 2024Q4: 359,853 shares; 2025Q1: 348,306 shares; 2025Q2: 362,539 shares 362,539 $15.5M 0.25% +14,233 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 164,255 shares; 2025Q1: 145,852 shares; 2025Q2: 162,346 shares 162,346 $15.4M 0.25% +16,494 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 180,943 shares; 2024Q4: 161,921 shares; 2025Q1: 185,992 shares; 2025Q2: 84,022 shares 84,022 $15.2M 0.25% -101,970 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,123 shares; 2024Q4: 61,181 shares; 2025Q1: 65,544 shares; 2025Q2: 77,037 shares 77,037 $15.2M 0.24% +11,493 Timeline ITA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,761 shares; 2024Q4: 92,199 shares; 2025Q1: 94,460 shares; 2025Q2: 77,182 shares 77,182 $15.2M 0.24% -17,278 Timeline IAI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 77,328 shares; 2025Q1: 81,864 shares; 2025Q2: 84,695 shares 84,695 $14.9M 0.24% +2,831 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,619 shares; 2024Q4: 280,823 shares; 2025Q1: 369,788 shares; 2025Q2: 485,749 shares 485,749 $14.7M 0.24% +115,961 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,228 shares; 2024Q4: 49,947 shares; 2025Q1: 54,446 shares; 2025Q2: 55,801 shares 55,801 $14.4M 0.23% +1,355 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,846 shares; 2024Q4: 54,741 shares; 2025Q1: 54,626 shares; 2025Q2: 54,288 shares 54,288 $14.3M 0.23% -338 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,181 shares; 2024Q4: 50,935 shares; 2025Q1: 50,476 shares; 2025Q2: 52,327 shares 52,327 $14.2M 0.23% +1,851 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,566 shares; 2024Q4: 78,064 shares; 2025Q1: 72,800 shares; 2025Q2: 85,838 shares 85,838 $14.1M 0.23% +13,038 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,024 shares; 2024Q4: 40,277 shares; 2025Q1: 41,110 shares; 2025Q2: 47,044 shares 47,044 $14.1M 0.23% +5,934 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,865 shares; 2024Q4: 105,279 shares; 2025Q1: 66,699 shares; 2025Q2: 68,379 shares 68,379 $14.1M 0.23% +1,680 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,052 shares; 2024Q4: 157,148 shares; 2025Q1: 158,726 shares; 2025Q2: 171,895 shares 171,895 $14.1M 0.23% +13,169 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,393 shares; 2024Q4: 132,911 shares; 2025Q1: 129,654 shares; 2025Q2: 159,506 shares 159,506 $13.9M 0.22% +29,852 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,002 shares; 2024Q4: 30,840 shares; 2025Q1: 33,457 shares; 2025Q2: 55,651 shares 55,651 $13.9M 0.22% +22,194 Timeline HELO J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,157 shares; 2024Q4: 67,118 shares; 2025Q1: 116,754 shares; 2025Q2: 215,388 shares 215,388 $13.6M 0.22% +98,634 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,170 shares; 2024Q4: 85,757 shares; 2025Q1: 85,163 shares; 2025Q2: 92,871 shares 92,871 $13.6M 0.22% +7,708 Timeline IAK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,809 shares; 2024Q4: 93,719 shares; 2025Q1: 97,851 shares; 2025Q2: 106,596 shares 106,596 $13.6M 0.22% +8,745 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,030 shares; 2024Q4: 39,976 shares; 2025Q1: 36,063 shares; 2025Q2: 35,295 shares 35,295 $13.6M 0.22% -768 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,375 shares; 2024Q4: 15,752 shares; 2025Q1: 13,690 shares; 2025Q2: 14,372 shares 14,372 $13.6M 0.22% +682 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,128 shares; 2024Q4: 94,760 shares; 2025Q1: 134,559 shares; 2025Q2: 267,036 shares 267,036 $13.5M 0.22% +132,477 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,194 shares; 2024Q4: 96,250 shares; 2025Q1: 106,436 shares; 2025Q2: 65,125 shares 65,125 $13.4M 0.22% -41,311 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,221 shares; 2024Q4: 84,591 shares; 2025Q1: 74,104 shares; 2025Q2: 81,582 shares 81,582 $13.4M 0.22% +7,478 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 135,612 shares; 2024Q4: 137,086 shares; 2025Q1: 127,734 shares; 2025Q2: 127,589 shares 127,589 $13.3M 0.21% -145 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,308 shares; 2024Q4: 8,548 shares; 2025Q1: 8,985 shares; 2025Q2: 8,232 shares 8,232 $13.2M 0.21% -753 Timeline IGV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 98,878 shares; 2024Q4: 101,357 shares; 2025Q1: 111,828 shares; 2025Q2: 117,301 shares 117,301 $13.1M 0.21% +5,473 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,100 shares; 2024Q4: 24,986 shares; 2025Q1: 25,679 shares; 2025Q2: 26,752 shares 26,752 $12.9M 0.21% +1,073 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 326,526 shares; 2024Q4: 379,853 shares; 2025Q1: 414,903 shares; 2025Q2: 427,035 shares 427,035 $12.9M 0.21% +12,132 Timeline SPYM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,022 shares; 2024Q4: 116,484 shares; 2025Q1: 178,009 shares; 2025Q2: 172,286 shares 172,286 $12.8M 0.21% -5,723 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 153,678 shares; 2024Q4: 161,550 shares; 2025Q1: 148,668 shares; 2025Q2: 178,284 shares 178,284 $12.7M 0.2% +29,616 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,948 shares; 2024Q4: 138,777 shares; 2025Q1: 137,049 shares; 2025Q2: 199,410 shares 199,410 $12.6M 0.2% +62,361 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,366 shares; 2024Q4: 19,771 shares; 2025Q1: 18,215 shares; 2025Q2: 23,795 shares 23,795 $12.5M 0.2% +5,580 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,756 shares; 2024Q4: 131,614 shares; 2025Q1: 169,528 shares; 2025Q2: 205,276 shares 205,276 $12.4M 0.2% +35,748 Timeline BBIN J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,796 shares; 2024Q4: 5,039 shares; 2025Q1: 12,049 shares; 2025Q2: 186,919 shares 186,919 $12.4M 0.2% +174,870 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,799 shares; 2024Q4: 73,890 shares; 2025Q1: 62,576 shares; 2025Q2: 62,308 shares 62,308 $12.4M 0.2% -268 Timeline COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 178,560 shares; 2024Q4: 213,014 shares; 2025Q1: 217,739 shares; 2025Q2: 221,707 shares 221,707 $12.3M 0.2% +3,968 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,082 shares; 2024Q4: 117,828 shares; 2025Q1: 121,233 shares; 2025Q2: 128,250 shares 128,250 $12.2M 0.2% +7,017 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,388 shares; 2024Q4: 174,410 shares; 2025Q1: 173,151 shares; 2025Q2: 197,256 shares 197,256 $12.2M 0.2% +24,105 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,326 shares; 2024Q4: 81,706 shares; 2025Q1: 83,087 shares; 2025Q2: 97,910 shares 97,910 $12.2M 0.2% +14,823 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,875 shares; 2024Q4: 41,899 shares; 2025Q1: 18,924 shares; 2025Q2: 17,454 shares 17,454 $12.1M 0.19% -1,470 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,197 shares; 2024Q4: 30,676 shares; 2025Q1: 29,853 shares; 2025Q2: 28,314 shares 28,314 $11.9M 0.19% -1,539 Timeline IYC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,762 shares; 2024Q4: 117,376 shares; 2025Q1: 127,670 shares; 2025Q2: 119,013 shares 119,013 $11.9M 0.19% -8,657 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,850 shares; 2024Q4: 87,323 shares; 2025Q1: 142,335 shares; 2025Q2: 149,097 shares 149,097 $11.7M 0.19% +6,762 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 122,623 shares; 2024Q4: 128,123 shares; 2025Q1: 120,225 shares; 2025Q2: 123,591 shares 123,591 $11.7M 0.19% +3,366 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 516,988 shares; 2024Q4: 512,896 shares; 2025Q1: 216,420 shares; 2025Q2: 277,003 shares 277,003 $11.6M 0.19% +60,583 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,985 shares; 2024Q4: 66,686 shares; 2025Q1: 66,851 shares; 2025Q2: 82,490 shares 82,490 $11.4M 0.18% +15,639 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,277 shares; 2024Q4: 64,067 shares; 2025Q1: 64,715 shares; 2025Q2: 51,305 shares 51,305 $11.3M 0.18% -13,410 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,892 shares; 2024Q4: 16,956 shares; 2025Q1: 24,710 shares; 2025Q2: 25,280 shares 25,280 $11.1M 0.18% +570 Timeline IYF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,799 shares; 2024Q4: 18,106 shares; 2025Q1: 4,617 shares; 2025Q2: 91,004 shares 91,004 $11.1M 0.18% +86,387 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,584 shares; 2024Q4: 29,872 shares; 2025Q1: 26,282 shares; 2025Q2: 37,069 shares 37,069 $11.1M 0.18% +10,787 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,533 shares; 2024Q4: 12,903 shares; 2025Q1: 12,903 shares; 2025Q2: 12,522 shares 12,522 $11M 0.18% -381 Timeline AVUV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,785 shares; 2024Q4: 108,579 shares; 2025Q1: 120,348 shares; 2025Q2: 118,226 shares 118,226 $10.9M 0.18% -2,122 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,521 shares; 2024Q4: 400,205 shares; 2025Q1: 407,668 shares; 2025Q2: 397,806 shares 397,806 $10.9M 0.18% -9,862 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,054 shares; 2024Q4: 128,345 shares; 2025Q1: 125,422 shares; 2025Q2: 109,194 shares 109,194 $10.8M 0.17% -16,228 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,883 shares; 2024Q4: 46,233 shares; 2025Q1: 57,266 shares; 2025Q2: 51,828 shares 51,828 $10.8M 0.17% -5,438 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,835 shares; 2024Q4: 3,812 shares; 2025Q1: 3,907 shares; 2025Q2: 4,547 shares 4,547 $10.8M 0.17% +640 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 156,403 shares; 2024Q4: 197,601 shares; 2025Q1: 238,421 shares; 2025Q2: 172,220 shares 172,220 $10.7M 0.17% -66,201 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,208 shares; 2024Q4: 13,284 shares; 2025Q1: 10,784 shares; 2025Q2: 13,596 shares 13,596 $10.7M 0.17% +2,812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,224 shares; 2024Q4: 108,404 shares; 2025Q1: 109,345 shares; 2025Q2: 213,853 shares 213,853 $10.6M 0.17% +104,508 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,101 shares; 2025Q1: 7,620 shares; 2025Q2: 26,260 shares 26,260 $10.6M 0.17% +18,640 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 94,466 shares; 2024Q4: 106,962 shares; 2025Q1: 105,113 shares; 2025Q2: 87,900 shares 87,900 $10.5M 0.17% -17,213 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,266 shares; 2024Q4: 13,324 shares; 2025Q1: 13,455 shares; 2025Q2: 15,052 shares 15,052 $10.4M 0.17% +1,597 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,845 shares; 2024Q4: 45,624 shares; 2025Q1: 38,899 shares; 2025Q2: 46,372 shares 46,372 $10.4M 0.17% +7,473 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,963 shares; 2024Q4: 27,080 shares; 2025Q1: 29,887 shares; 2025Q2: 36,143 shares 36,143 $10.3M 0.17% +6,256 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,516 shares; 2024Q4: 23,554 shares; 2025Q1: 25,305 shares; 2025Q2: 26,340 shares 26,340 $10.3M 0.17% +1,035 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,562 shares; 2024Q4: 197,591 shares; 2025Q1: 194,790 shares; 2025Q2: 199,893 shares 199,893 $9.99M 0.16% +5,103 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,117 shares; 2024Q4: 71,087 shares; 2025Q1: 88,256 shares; 2025Q2: 88,354 shares 88,354 $9.92M 0.16% +98 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,151 shares; 2024Q4: 46,156 shares; 2025Q1: 45,692 shares; 2025Q2: 54,688 shares 54,688 $9.85M 0.16% +8,996 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,066 shares; 2024Q4: 114,814 shares; 2025Q1: 114,465 shares; 2025Q2: 124,510 shares 124,510 $9.73M 0.16% +10,045 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 201,904 shares; 2024Q4: 208,361 shares; 2025Q1: 200,723 shares; 2025Q2: 205,692 shares 205,692 $9.72M 0.16% +4,969 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,482 shares; 2024Q4: 19,678 shares; 2025Q1: 19,936 shares; 2025Q2: 24,621 shares 24,621 $9.67M 0.16% +4,685 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,240 shares; 2024Q4: 135,067 shares; 2025Q1: 142,261 shares; 2025Q2: 142,051 shares 142,051 $9.64M 0.16% -210 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,186 shares; 2024Q4: 54,369 shares; 2025Q1: 59,960 shares; 2025Q2: 80,762 shares 80,762 $9.62M 0.15% +20,802 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,948 shares; 2024Q4: 11,113 shares; 2025Q1: 12,268 shares; 2025Q2: 13,229 shares 13,229 $9.57M 0.15% +961 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,115 shares; 2024Q4: 216,521 shares; 2025Q1: 187,825 shares; 2025Q2: 382,165 shares 382,165 $9.57M 0.15% +194,340 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,362 shares; 2024Q4: 82,245 shares; 2025Q1: 76,385 shares; 2025Q2: 76,795 shares 76,795 $9.49M 0.15% +410 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,578 shares; 2024Q4: 106,633 shares; 2025Q1: 111,733 shares; 2025Q2: 117,617 shares 117,617 $9.48M 0.15% +5,884 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,766 shares; 2024Q4: 27,382 shares; 2025Q1: 30,630 shares; 2025Q2: 23,022 shares 23,022 $9.35M 0.15% -7,608 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,037 shares; 2024Q4: 24,883 shares; 2025Q1: 27,157 shares; 2025Q2: 31,648 shares 31,648 $9.34M 0.15% +4,491 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,710 shares; 2024Q4: 58,134 shares; 2025Q1: 58,285 shares; 2025Q2: 60,451 shares 60,451 $9.19M 0.15% +2,166 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,254 shares; 2024Q4: 28,253 shares; 2025Q1: 21,402 shares; 2025Q2: 25,221 shares 25,221 $9.02M 0.15% +3,819 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,756 shares; 2024Q4: 42,712 shares; 2025Q1: 47,736 shares; 2025Q2: 48,821 shares 48,821 $8.99M 0.14% +1,085 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,665 shares; 2024Q4: 27,197 shares; 2025Q1: 27,290 shares; 2025Q2: 39,949 shares 39,949 $8.97M 0.14% +12,659 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,232 shares; 2024Q4: 84,086 shares; 2025Q1: 76,256 shares; 2025Q2: 72,934 shares 72,934 $8.91M 0.14% -3,322 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,636 shares; 2024Q4: 54,460 shares; 2025Q1: 57,513 shares; 2025Q2: 50,948 shares 50,948 $8.84M 0.14% -6,565 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,482 shares; 2024Q4: 2,372 shares; 2025Q1: 2,362 shares; 2025Q2: 2,346 shares 2,346 $8.84M 0.14% -16 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,616 shares; 2024Q4: 49,629 shares; 2025Q1: 52,421 shares; 2025Q2: 92,702 shares 92,702 $8.8M 0.14% +40,281 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,723 shares; 2024Q4: 29,734 shares; 2025Q1: 72,050 shares; 2025Q2: 84,994 shares 84,994 $8.66M 0.14% +12,944 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,806 shares; 2024Q4: 119,430 shares; 2025Q1: 68,156 shares; 2025Q2: 64,413 shares 64,413 $8.64M 0.14% -3,743 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,360 shares; 2024Q4: 22,734 shares; 2025Q1: 28,627 shares; 2025Q2: 168,055 shares 168,055 $8.54M 0.14% +139,428 Timeline FLRG FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 194,893 shares; 2025Q2: 233,929 shares 233,929 $8.48M 0.14% +39,036 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,010 shares; 2024Q4: 70,340 shares; 2025Q1: 64,477 shares; 2025Q2: 96,215 shares 96,215 $8.44M 0.14% +31,738 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,373 shares; 2024Q4: 108,421 shares; 2025Q1: 113,267 shares; 2025Q2: 130,437 shares 130,437 $8.43M 0.14% +17,170 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,133 shares; 2024Q4: 137,805 shares; 2025Q1: 136,227 shares; 2025Q2: 157,024 shares 157,024 $8.41M 0.14% +20,797 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,598 shares; 2024Q4: 82,110 shares; 2025Q1: 77,734 shares; 2025Q2: 53,322 shares 53,322 $8.4M 0.14% -24,412 Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,561 shares; 2024Q4: 51,879 shares; 2025Q1: 54,484 shares; 2025Q2: 56,950 shares 56,950 $8.22M 0.13% +2,466 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,071 shares; 2024Q4: 69,901 shares; 2025Q1: 73,493 shares; 2025Q2: 74,796 shares 74,796 $8.16M 0.13% +1,303 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 328,303 shares; 2024Q4: 339,805 shares; 2025Q1: 359,212 shares; 2025Q2: 350,010 shares 350,010 $8.15M 0.13% -9,202 Timeline IUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 196,154 shares; 2024Q4: 186,554 shares; 2025Q1: 178,897 shares; 2025Q2: 175,858 shares 175,858 $8.09M 0.13% -3,039 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,044 shares; 2024Q4: 51,345 shares; 2025Q1: 57,222 shares; 2025Q2: 63,990 shares 63,990 $8.07M 0.13% +6,768 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,849 shares; 2024Q4: 142,058 shares; 2025Q1: 148,529 shares; 2025Q2: 159,884 shares 159,884 $8.01M 0.13% +11,355 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,639 shares; 2024Q4: 21,235 shares; 2025Q1: 21,419 shares; 2025Q2: 22,066 shares 22,066 $7.92M 0.13% +647 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,936 shares; 2024Q4: 15,225 shares; 2025Q1: 16,221 shares; 2025Q2: 21,470 shares 21,470 $7.89M 0.13% +5,249 Timeline SCHI SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,027 shares; 2024Q4: 295,653 shares; 2025Q1: 311,741 shares; 2025Q2: 344,537 shares 344,537 $7.82M 0.13% +32,796 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,935 shares; 2024Q4: 18,457 shares; 2025Q1: 22,761 shares; 2025Q2: 24,910 shares 24,910 $7.81M 0.13% +2,149 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,649 shares; 2024Q4: 78,321 shares; 2025Q1: 75,261 shares; 2025Q2: 78,022 shares 78,022 $7.79M 0.13% +2,761 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,961 shares; 2024Q4: 60,357 shares; 2025Q1: 65,476 shares; 2025Q2: 113,834 shares 113,834 $7.79M 0.13% +48,358 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 293,749 shares; 2024Q4: 275,660 shares; 2025Q1: 273,206 shares; 2025Q2: 250,307 shares 250,307 $7.76M 0.12% -22,899 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 306,100 shares; 2024Q4: 324,704 shares; 2025Q1: 330,552 shares; 2025Q2: 306,447 shares 306,447 $7.71M 0.12% -24,105 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,046 shares; 2024Q4: 34,746 shares; 2025Q1: 46,077 shares; 2025Q2: 72,369 shares 72,369 $7.71M 0.12% +26,292 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,623 shares; 2024Q4: 8,732 shares; 2025Q1: 9,038 shares; 2025Q2: 8,690 shares 8,690 $7.67M 0.12% -348 Timeline PULS PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,264 shares; 2024Q4: 39,490 shares; 2025Q1: 38,951 shares; 2025Q2: 153,228 shares 153,228 $7.63M 0.12% +114,277 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,713 shares; 2024Q4: 34,311 shares; 2025Q1: 38,429 shares; 2025Q2: 38,710 shares 38,710 $7.56M 0.12% +281 Timeline FDHY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 171,980 shares; 2024Q4: 165,991 shares; 2025Q1: 165,241 shares; 2025Q2: 154,471 shares 154,471 $7.52M 0.12% -10,770 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 117,168 shares; 2024Q4: 141,258 shares; 2025Q1: 146,004 shares; 2025Q2: 164,827 shares 164,827 $7.5M 0.12% +18,823 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,518 shares; 2024Q4: 144,050 shares; 2025Q1: 137,259 shares; 2025Q2: 142,244 shares 142,244 $7.45M 0.12% +4,985 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,821 shares; 2024Q4: 37,620 shares; 2025Q1: 43,031 shares; 2025Q2: 58,186 shares 58,186 $7.42M 0.12% +15,155 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 126,496 shares; 2024Q4: 125,525 shares; 2025Q1: 71,388 shares; 2025Q2: 85,926 shares 85,926 $7.36M 0.12% +14,538 Timeline WTAI WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 336,657 shares; 2024Q4: 306,882 shares; 2025Q1: 300,874 shares; 2025Q2: 286,969 shares 286,969 $7.31M 0.12% -13,905 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,566 shares; 2024Q4: 60,243 shares; 2025Q1: 43,593 shares; 2025Q2: 42,071 shares 42,071 $7.28M 0.12% -1,522 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 289,374 shares; 2024Q4: 314,352 shares; 2025Q1: 318,007 shares; 2025Q2: 399,351 shares 399,351 $7.2M 0.12% +81,344 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,461 shares; 2024Q4: 26,698 shares; 2025Q1: 24,448 shares; 2025Q2: 31,374 shares 31,374 $7.19M 0.12% +6,926 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,318 shares; 2024Q4: 29,345 shares; 2025Q1: 27,940 shares; 2025Q2: 34,429 shares 34,429 $7.17M 0.12% +6,489 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 53,743 shares; 2024Q4: 51,006 shares; 2025Q1: 47,513 shares; 2025Q2: 51,431 shares 51,431 $7.11M 0.11% +3,918 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,766 shares; 2024Q4: 51,512 shares; 2025Q1: 50,521 shares; 2025Q2: 41,723 shares 41,723 $7.1M 0.11% -8,798 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,782 shares; 2024Q4: 54,195 shares; 2025Q1: 58,991 shares; 2025Q2: 80,378 shares 80,378 $7.02M 0.11% +21,387 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,495 shares; 2024Q4: 17,940 shares; 2025Q1: 27,815 shares; 2025Q2: 29,202 shares 29,202 $6.89M 0.11% +1,387 Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 150,089 shares; 2024Q4: 152,897 shares; 2025Q1: 155,915 shares; 2025Q2: 158,759 shares 158,759 $6.88M 0.11% +2,844 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,644 shares; 2024Q4: 72,954 shares; 2025Q1: 75,105 shares; 2025Q2: 76,032 shares 76,032 $6.86M 0.11% +927 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,061 shares; 2024Q4: 16,788 shares; 2025Q1: 17,719 shares; 2025Q2: 23,844 shares 23,844 $6.81M 0.11% +6,125 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,069 shares; 2024Q4: 75,025 shares; 2025Q1: 61,654 shares; 2025Q2: 92,122 shares 92,122 $6.74M 0.11% +30,468 Timeline AUGU AIM ETF PRODUCTS TRUST More: the full row for AIM ETF PRODUCTS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 239,839 shares 239,839 $6.64M 0.11% new Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,562 shares; 2024Q4: 65,809 shares; 2025Q1: 56,089 shares; 2025Q2: 45,448 shares 45,448 $6.62M 0.11% -10,641 Timeline SOXX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,728 shares; 2024Q4: 47,353 shares; 2025Q1: 49,049 shares; 2025Q2: 27,546 shares 27,546 $6.61M 0.11% -21,503 Timeline SMCI SUPER MICRO COMPUTER INC More: the full row for SUPER MICRO COMPUTER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,449 shares; 2025Q1: 106,773 shares; 2025Q2: 111,324 shares 111,324 $6.56M 0.11% +4,551 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,199 shares; 2024Q4: 66,008 shares; 2025Q1: 52,751 shares; 2025Q2: 53,634 shares 53,634 $6.52M 0.11% +883 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,416 shares; 2024Q4: 39,221 shares; 2025Q1: 41,136 shares; 2025Q2: 44,343 shares 44,343 $6.44M 0.1% +3,207 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,170 shares; 2024Q4: 45,232 shares; 2025Q1: 48,659 shares; 2025Q2: 49,009 shares 49,009 $6.39M 0.1% +350 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,296 shares; 2024Q4: 13,224 shares; 2025Q1: 12,354 shares; 2025Q2: 13,852 shares 13,852 $6.38M 0.1% +1,498 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,576 shares; 2024Q4: 338,907 shares; 2025Q1: 354,855 shares; 2025Q2: 511,726 shares 511,726 $6.36M 0.1% +156,871 Timeline OSCV ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,807 shares; 2024Q4: 90,363 shares; 2025Q1: 165,600 shares; 2025Q2: 172,867 shares 172,867 $6.32M 0.1% +7,267 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,403 shares; 2024Q4: 16,662 shares; 2025Q1: 24,650 shares; 2025Q2: 28,264 shares 28,264 $6.27M 0.1% +3,614 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,362 shares; 2024Q4: 23,953 shares; 2025Q1: 24,701 shares; 2025Q2: 20,117 shares 20,117 $6.27M 0.1% -4,584 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,633 shares; 2024Q4: 56,854 shares; 2025Q1: 72,467 shares; 2025Q2: 68,287 shares 68,287 $6.27M 0.1% -4,180 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,558 shares; 2024Q4: 15,960 shares; 2025Q1: 15,994 shares; 2025Q2: 18,019 shares 18,019 $6.26M 0.1% +2,025 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,666 shares; 2024Q4: 13,497 shares; 2025Q1: 9,698 shares; 2025Q2: 11,279 shares 11,279 $6.22M 0.1% +1,581 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,160 shares; 2024Q4: 37,623 shares; 2025Q1: 42,907 shares; 2025Q2: 52,483 shares 52,483 $6.21M 0.1% +9,576 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,074 shares; 2024Q4: 107,943 shares; 2025Q1: 108,665 shares; 2025Q2: 109,745 shares 109,745 $6.14M 0.1% +1,080 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,449 shares; 2024Q4: 74,610 shares; 2025Q1: 81,254 shares; 2025Q2: 76,964 shares 76,964 $6.14M 0.1% -4,290 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,897 shares; 2024Q4: 151,427 shares; 2025Q1: 154,944 shares; 2025Q2: 140,086 shares 140,086 $6.12M 0.1% -14,858 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,688 shares; 2024Q4: 60,453 shares; 2025Q1: 62,256 shares; 2025Q2: 65,303 shares 65,303 $6.12M 0.1% +3,047 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,263 shares; 2024Q4: 23,469 shares; 2025Q1: 24,342 shares; 2025Q2: 22,876 shares 22,876 $6.11M 0.1% -1,466 Timeline SUSA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,614 shares; 2024Q4: 66,989 shares; 2025Q1: 75,853 shares; 2025Q2: 47,367 shares 47,367 $6.09M 0.1% -28,486 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,689 shares; 2024Q4: 16,073 shares; 2025Q1: 16,141 shares; 2025Q2: 18,083 shares 18,083 $5.98M 0.1% +1,942 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,155 shares; 2024Q4: 8,903 shares; 2025Q1: 8,107 shares; 2025Q2: 12,755 shares 12,755 $5.97M 0.1% +4,648 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,344 shares; 2024Q4: 10,981 shares; 2025Q1: 11,458 shares; 2025Q2: 27,708 shares 27,708 $5.96M 0.1% +16,250 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,838 shares; 2024Q4: 36,444 shares; 2025Q1: 27,277 shares; 2025Q2: 26,574 shares 26,574 $5.88M 0.09% -703 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,033 shares; 2024Q4: 23,529 shares; 2025Q1: 25,083 shares; 2025Q2: 37,340 shares 37,340 $5.86M 0.09% +12,257 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,674 shares; 2024Q4: 54,995 shares; 2025Q1: 56,262 shares; 2025Q2: 65,505 shares 65,505 $5.84M 0.09% +9,243 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,876 shares; 2024Q4: 96,426 shares; 2025Q1: 85,543 shares; 2025Q2: 84,745 shares 84,745 $5.83M 0.09% -798 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,881 shares; 2024Q4: not reported; 2025Q1: 65,250 shares; 2025Q2: 138,702 shares 138,702 $5.81M 0.09% +73,452 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,550 shares; 2024Q4: 21,524 shares; 2025Q1: 31,126 shares; 2025Q2: 86,809 shares 86,809 $5.78M 0.09% +55,683 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,477 shares; 2024Q4: 16,572 shares; 2025Q1: 15,785 shares; 2025Q2: 13,473 shares 13,473 $5.76M 0.09% -2,312 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,827 shares; 2024Q4: 12,265 shares; 2025Q1: 15,399 shares; 2025Q2: 16,420 shares 16,420 $5.71M 0.09% +1,021 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,112 shares; 2024Q4: 152,699 shares; 2025Q1: 156,362 shares; 2025Q2: 124,061 shares 124,061 $5.62M 0.09% -32,301 Timeline LCTU BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,209 shares; 2024Q4: 94,060 shares; 2025Q1: 80,808 shares; 2025Q2: 81,489 shares 81,489 $5.61M 0.09% +681 Timeline CLS CELESTICA INC More: the full row for CELESTICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,303 shares; 2024Q4: 25,441 shares; 2025Q1: 25,835 shares; 2025Q2: 28,001 shares 28,001 $5.6M 0.09% +2,166 Timeline USFR WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,659 shares; 2024Q4: 121,603 shares; 2025Q1: 125,571 shares; 2025Q2: 111,080 shares 111,080 $5.59M 0.09% -14,491 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,624 shares; 2024Q4: 50,970 shares; 2025Q1: 50,230 shares; 2025Q2: 48,202 shares 48,202 $5.59M 0.09% -2,028 Timeline QQQM 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,447 shares; 2024Q4: 24,322 shares; 2025Q1: 25,042 shares; 2025Q2: 23,857 shares 23,857 $5.55M 0.09% -1,185 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,458 shares; 2024Q4: 64,524 shares; 2025Q1: 63,299 shares; 2025Q2: 65,828 shares 65,828 $5.52M 0.09% +2,529 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,695 shares; 2024Q4: 9,266 shares; 2025Q1: 9,852 shares; 2025Q2: 14,580 shares 14,580 $5.51M 0.09% +4,728 Timeline GRNY TIDAL TRUST I More: the full row for TIDAL TRUST I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 239,378 shares; 2025Q1: 234,675 shares; 2025Q2: 234,070 shares 234,070 $5.5M 0.09% -605 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,163 shares; 2024Q4: 29,764 shares; 2025Q1: 29,575 shares; 2025Q2: 29,683 shares 29,683 $5.5M 0.09% +108 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 86,325 shares; 2024Q4: 81,319 shares; 2025Q1: 52,854 shares; 2025Q2: 51,011 shares 51,011 $5.48M 0.09% -1,843 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,076 shares; 2024Q4: 34,781 shares; 2025Q1: 37,610 shares; 2025Q2: 45,237 shares 45,237 $5.43M 0.09% +7,627 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,583 shares; 2024Q4: 4,673 shares; 2025Q1: 4,820 shares; 2025Q2: 18,979 shares 18,979 $5.39M 0.09% +14,159 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,691 shares; 2024Q4: 6,828 shares; 2025Q1: 16,733 shares; 2025Q2: 32,080 shares 32,080 $5.36M 0.09% +15,347 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,621 shares; 2024Q4: 28,422 shares; 2025Q1: 18,966 shares; 2025Q2: 18,943 shares 18,943 $5.35M 0.09% -23 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,471 shares; 2024Q4: 76,568 shares; 2025Q1: 74,284 shares; 2025Q2: 69,359 shares 69,359 $5.32M 0.09% -4,925 Timeline MSB MESABI TR More: the full row for MESABI TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 40,188 shares; 2025Q2: 181,347 shares 181,347 $5.31M 0.09% +141,159 Timeline COWG PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 110,768 shares; 2024Q4: 135,896 shares; 2025Q1: 139,775 shares; 2025Q2: 151,691 shares 151,691 $5.29M 0.09% +11,916 Timeline FLOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,077 shares; 2024Q4: 89,834 shares; 2025Q1: 95,026 shares; 2025Q2: 103,553 shares 103,553 $5.29M 0.09% +8,527 Timeline OUNZ VANECK MERK GOLD ETF More: the full row for VANECK MERK GOLD ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,298 shares; 2024Q4: 127,197 shares; 2025Q1: 142,635 shares; 2025Q2: 166,729 shares 166,729 $5.29M 0.09% +24,094 Timeline RSPT 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,419 shares; 2024Q4: 132,767 shares; 2025Q1: 103,377 shares; 2025Q2: 126,879 shares 126,879 $5.27M 0.08% +23,502 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,356 shares; 2024Q4: 57,121 shares; 2025Q1: 60,677 shares; 2025Q2: 69,823 shares 69,823 $5.26M 0.08% +9,146 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,089 shares; 2024Q4: 60,160 shares; 2025Q1: 57,397 shares; 2025Q2: 60,041 shares 60,041 $5.25M 0.08% +2,644 Timeline GSY INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,027 shares; 2024Q4: 13,731 shares; 2025Q1: 18,481 shares; 2025Q2: 104,518 shares 104,518 $5.24M 0.08% +86,037 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,991 shares; 2024Q4: 8,599 shares; 2025Q1: 8,805 shares; 2025Q2: 10,062 shares 10,062 $5.21M 0.08% +1,257 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,491 shares; 2024Q4: 26,215 shares; 2025Q1: 31,889 shares; 2025Q2: 40,090 shares 40,090 $5.21M 0.08% +8,201 Timeline VSGX VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,020 shares; 2024Q4: 89,956 shares; 2025Q1: 84,143 shares; 2025Q2: 80,170 shares 80,170 $5.19M 0.08% -3,973 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,844 shares; 2024Q4: 49,456 shares; 2025Q1: 48,161 shares; 2025Q2: 47,607 shares 47,607 $5.19M 0.08% -554 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,427 shares; 2024Q4: 26,795 shares; 2025Q1: 27,082 shares; 2025Q2: 37,157 shares 37,157 $5.16M 0.08% +10,075 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 103,275 shares; 2024Q4: 95,741 shares; 2025Q1: 96,564 shares; 2025Q2: 85,806 shares 85,806 $5.14M 0.08% -10,758 Timeline DGRW WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,049 shares; 2024Q4: 21,766 shares; 2025Q1: 56,398 shares; 2025Q2: 60,353 shares 60,353 $5.14M 0.08% +3,955 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,604 shares; 2024Q4: 77,584 shares; 2025Q1: 82,716 shares; 2025Q2: 105,310 shares 105,310 $5.13M 0.08% +22,594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,698 shares; 2024Q4: 22,623 shares; 2025Q1: 21,194 shares; 2025Q2: 22,970 shares 22,970 $5.1M 0.08% +1,776 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,380 shares; 2024Q4: 66,993 shares; 2025Q1: 56,580 shares; 2025Q2: 58,476 shares 58,476 $5.09M 0.08% +1,896 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,492 shares; 2024Q4: 28,314 shares; 2025Q1: 182,542 shares; 2025Q2: 232,102 shares 232,102 $5.06M 0.08% +49,560 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,420 shares; 2024Q4: 93,789 shares; 2025Q1: 100,407 shares; 2025Q2: 79,876 shares 79,876 $5.05M 0.08% -20,531 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,703 shares; 2024Q4: 57,645 shares; 2025Q1: 70,840 shares; 2025Q2: 67,360 shares 67,360 $5.03M 0.08% -3,480 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,687 shares; 2025Q1: 3,826 shares; 2025Q2: 4,513 shares 4,513 $4.99M 0.08% +687 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,991 shares; 2024Q4: 45,268 shares; 2025Q1: 46,417 shares; 2025Q2: 55,545 shares 55,545 $4.95M 0.08% +9,128 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,461 shares; 2024Q4: 64,402 shares; 2025Q1: 58,047 shares; 2025Q2: 79,385 shares 79,385 $4.93M 0.08% +21,338 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 416,091 shares; 2024Q4: 471,765 shares; 2025Q1: 140,021 shares; 2025Q2: 121,075 shares 121,075 $4.91M 0.08% -18,946 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,498 shares; 2024Q4: 5,561 shares; 2025Q1: 4,627 shares; 2025Q2: 11,188 shares 11,188 $4.91M 0.08% +6,561 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 12,787 shares; 2025Q1: 18,030 shares; 2025Q2: 27,221 shares 27,221 $4.89M 0.08% +9,191 Timeline LB LANDBRIDGE COMPANY LLC More: the full row for LANDBRIDGE COMPANY LLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,935 shares; 2025Q2: 86,030 shares 86,030 $4.88M 0.08% +71,095 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,156 shares; 2024Q4: 24,374 shares; 2025Q1: 19,564 shares; 2025Q2: 18,314 shares 18,314 $4.87M 0.08% -1,250 Timeline SCHA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,361 shares; 2024Q4: 30,862 shares; 2025Q1: 110,909 shares; 2025Q2: 188,415 shares 188,415 $4.85M 0.08% +77,506 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,575 shares; 2024Q4: 91,936 shares; 2025Q1: 91,873 shares; 2025Q2: 84,860 shares 84,860 $4.83M 0.08% -7,013 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,622 shares; 2024Q4: 163,159 shares; 2025Q1: 148,124 shares; 2025Q2: 144,387 shares 144,387 $4.81M 0.08% -3,737 Timeline FXE INVESCO CURRENCYSHARES EURO More: the full row for INVESCO CURRENCYSHARES EURO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,543 shares 45,543 $4.8M 0.08% new Timeline AIRR 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,591 shares; 2024Q4: 43,312 shares; 2025Q1: 37,282 shares; 2025Q2: 54,613 shares 54,613 $4.76M 0.08% +17,331 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,764 shares; 2024Q4: 44,057 shares; 2025Q1: 41,658 shares; 2025Q2: 45,917 shares 45,917 $4.76M 0.08% +4,259 Timeline TCAF T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,715 shares; 2024Q4: 59,149 shares; 2025Q1: 124,129 shares; 2025Q2: 129,390 shares 129,390 $4.74M 0.08% +5,261 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,705 shares; 2024Q4: 53,396 shares; 2025Q1: 59,633 shares; 2025Q2: 92,696 shares 92,696 $4.73M 0.08% +33,063 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,224 shares; 2024Q4: 70,224 shares; 2025Q1: 68,839 shares; 2025Q2: 68,769 shares 68,769 $4.71M 0.08% -70 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,616 shares; 2024Q4: 101,250 shares; 2025Q1: 120,660 shares; 2025Q2: 108,220 shares 108,220 $4.69M 0.08% -12,440 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,246 shares; 2024Q4: 61,979 shares; 2025Q1: 56,223 shares; 2025Q2: 43,597 shares 43,597 $4.68M 0.08% -12,626 Timeline BUFD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,058 shares; 2024Q4: 187,422 shares; 2025Q1: 159,109 shares; 2025Q2: 174,066 shares 174,066 $4.68M 0.08% +14,957 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 2,341 shares; 2025Q1: 2,486 shares; 2025Q2: 47,503 shares 47,503 $4.67M 0.08% +45,017 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,280 shares; 2024Q4: 14,413 shares; 2025Q1: 14,322 shares; 2025Q2: 14,539 shares 14,539 $4.67M 0.08% +217 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,241 shares; 2024Q4: 165,770 shares; 2025Q1: 170,592 shares; 2025Q2: 110,891 shares 110,891 $4.66M 0.07% -59,701 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,538 shares; 2024Q4: 9,031 shares; 2025Q1: 12,494 shares; 2025Q2: 12,233 shares 12,233 $4.66M 0.07% -261 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,958 shares; 2024Q4: 14,815 shares; 2025Q1: 15,267 shares; 2025Q2: 14,610 shares 14,610 $4.64M 0.07% -657 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,486 shares; 2024Q4: 17,579 shares; 2025Q1: 17,699 shares; 2025Q2: 18,108 shares 18,108 $4.64M 0.07% +409 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,445 shares; 2024Q4: 22,439 shares; 2025Q1: 23,117 shares; 2025Q2: 24,814 shares 24,814 $4.62M 0.07% +1,697 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,205 shares; 2024Q4: 1,931 shares; 2025Q1: 7,095 shares; 2025Q2: 7,344 shares 7,344 $4.6M 0.07% +249 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,164 shares; 2024Q4: 44,663 shares; 2025Q1: 43,290 shares; 2025Q2: 45,601 shares 45,601 $4.6M 0.07% +2,311 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,838 shares; 2024Q4: 23,339 shares; 2025Q1: 17,952 shares; 2025Q2: 18,934 shares 18,934 $4.58M 0.07% +982 Timeline USMV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,490 shares; 2024Q4: 39,164 shares; 2025Q1: 41,844 shares; 2025Q2: 49,446 shares 49,446 $4.58M 0.07% +7,602 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,131 shares; 2024Q4: 22,450 shares; 2025Q1: 19,516 shares; 2025Q2: 18,848 shares 18,848 $4.55M 0.07% -668 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,854 shares; 2024Q4: 18,781 shares; 2025Q1: 18,782 shares; 2025Q2: 17,582 shares 17,582 $4.54M 0.07% -1,200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,805 shares; 2024Q4: 33,731 shares; 2025Q1: 32,286 shares; 2025Q2: 33,020 shares 33,020 $4.53M 0.07% +734 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,590 shares; 2024Q4: 62,186 shares; 2025Q1: 59,570 shares; 2025Q2: 58,769 shares 58,769 $4.5M 0.07% -801 Timeline GHYB GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 100,041 shares; 2024Q4: 95,404 shares; 2025Q1: 102,157 shares; 2025Q2: 98,994 shares 98,994 $4.48M 0.07% -3,163 Timeline DJAN FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 213,403 shares; 2024Q4: 114,859 shares; 2025Q1: 111,544 shares; 2025Q2: 108,814 shares 108,814 $4.45M 0.07% -2,730 Timeline SMH VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,517 shares; 2024Q4: 15,787 shares; 2025Q1: 15,694 shares; 2025Q2: 15,253 shares 15,253 $4.4M 0.07% -441 Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,446 shares; 2024Q4: 12,679 shares; 2025Q1: 10,440 shares; 2025Q2: 9,854 shares 9,854 $4.34M 0.07% -586 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,231 shares; 2024Q4: 34,700 shares; 2025Q1: 48,842 shares; 2025Q2: 50,106 shares 50,106 $4.32M 0.07% +1,264 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,696 shares; 2024Q4: 30,820 shares; 2025Q1: 30,194 shares; 2025Q2: 30,170 shares 30,170 $4.3M 0.07% -24 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,261 shares; 2024Q4: 31,593 shares; 2025Q1: 30,780 shares; 2025Q2: 29,646 shares 29,646 $4.28M 0.07% -1,134 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,035 shares; 2024Q4: 6,380 shares; 2025Q1: 7,345 shares; 2025Q2: 17,037 shares 17,037 $4.26M 0.07% +9,692 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,020 shares; 2024Q4: 28,398 shares; 2025Q1: 31,705 shares; 2025Q2: 29,222 shares 29,222 $4.25M 0.07% -2,483 Timeline EDV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,806 shares; 2024Q4: 44,196 shares; 2025Q1: 47,975 shares; 2025Q2: 64,868 shares 64,868 $4.24M 0.07% +16,893 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,086 shares; 2024Q4: 37,628 shares; 2025Q1: 42,742 shares; 2025Q2: 46,859 shares 46,859 $4.21M 0.07% +4,117 Timeline IYZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,579 shares; 2024Q4: 123,023 shares; 2025Q1: 128,310 shares; 2025Q2: 140,407 shares 140,407 $4.19M 0.07% +12,097 Timeline POCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 102,260 shares; 2025Q1: 100,529 shares; 2025Q2: 99,871 shares 99,871 $4.19M 0.07% -658 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,086 shares; 2024Q4: 67,826 shares; 2025Q1: 53,461 shares; 2025Q2: 88,208 shares 88,208 $4.15M 0.07% +34,747 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 415,799 shares; 2024Q4: 478,007 shares; 2025Q1: 147,744 shares; 2025Q2: 108,403 shares 108,403 $4.14M 0.07% -39,341 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,601 shares; 2024Q4: 81,448 shares; 2025Q1: 75,101 shares; 2025Q2: 68,602 shares 68,602 $4.13M 0.07% -6,499 Timeline SPIB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,887 shares; 2024Q4: 86,110 shares; 2025Q1: 80,926 shares; 2025Q2: 122,719 shares 122,719 $4.11M 0.07% +41,793 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,002 shares; 2024Q4: 59,902 shares; 2025Q1: 60,652 shares; 2025Q2: 59,668 shares 59,668 $4.11M 0.07% -984 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,854 shares; 2024Q4: 6,522 shares; 2025Q1: 6,791 shares; 2025Q2: 7,429 shares 7,429 $4.09M 0.07% +638 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 106,308 shares; 2024Q4: 269,585 shares; 2025Q1: 184,914 shares; 2025Q2: 121,134 shares 121,134 $4.07M 0.07% -63,780 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,001 shares; 2024Q4: 21,108 shares; 2025Q1: 26,515 shares; 2025Q2: 20,598 shares 20,598 $4.06M 0.07% -5,917 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,177 shares; 2024Q4: 16,720 shares; 2025Q1: 17,027 shares; 2025Q2: 13,469 shares 13,469 $4.06M 0.07% -3,558 Timeline XMHQ 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,942 shares; 2024Q4: 55,607 shares; 2025Q1: 60,243 shares; 2025Q2: 39,785 shares 39,785 $4.02M 0.06% -20,458 Timeline JPIE J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,753 shares; 2024Q4: 91,397 shares; 2025Q1: 85,234 shares; 2025Q2: 86,482 shares 86,482 $4M 0.06% +1,248 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,724 shares; 2024Q4: 9,958 shares; 2025Q1: 13,925 shares; 2025Q2: 17,935 shares 17,935 $3.99M 0.06% +4,010 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,462 shares; 2024Q4: 33,060 shares; 2025Q1: 33,949 shares; 2025Q2: 36,568 shares 36,568 $3.99M 0.06% +2,619 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,559 shares; 2024Q4: 11,959 shares; 2025Q1: 11,645 shares; 2025Q2: 11,238 shares 11,238 $3.99M 0.06% -407 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,510 shares; 2024Q4: 19,219 shares; 2025Q1: 20,738 shares; 2025Q2: 9,022 shares 9,022 $3.98M 0.06% -11,716 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,675 shares; 2024Q4: 60,339 shares; 2025Q1: 40,998 shares; 2025Q2: 42,356 shares 42,356 $3.94M 0.06% +1,358 Timeline VIGI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,616 shares; 2024Q4: 39,223 shares; 2025Q1: 41,463 shares; 2025Q2: 45,643 shares 45,643 $3.93M 0.06% +4,180 Timeline AVDE AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,588 shares; 2024Q4: 10,292 shares; 2025Q1: 16,359 shares; 2025Q2: 53,635 shares 53,635 $3.93M 0.06% +37,276 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,157 shares; 2024Q4: 7,501 shares; 2025Q1: 5,837 shares; 2025Q2: 6,265 shares 6,265 $3.93M 0.06% +428 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,829 shares; 2024Q4: 3,080 shares; 2025Q1: 2,411 shares; 2025Q2: 11,134 shares 11,134 $3.92M 0.06% +8,723 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,404 shares; 2024Q4: 112,904 shares; 2025Q1: 144,537 shares; 2025Q2: 139,374 shares 139,374 $3.91M 0.06% -5,163 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,203 shares; 2024Q4: 23,585 shares; 2025Q1: 38,748 shares; 2025Q2: 28,777 shares 28,777 $3.82M 0.06% -9,971 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,312 shares; 2024Q4: 11,207 shares; 2025Q1: 24,369 shares; 2025Q2: 26,080 shares 26,080 $3.8M 0.06% +1,711 Timeline HACK AMPLIFY ETF TR More: the full row for AMPLIFY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,417 shares; 2024Q4: not reported; 2025Q1: 20,397 shares; 2025Q2: 44,768 shares 44,768 $3.8M 0.06% +24,371 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,305 shares; 2024Q4: 72,977 shares; 2025Q1: 75,300 shares; 2025Q2: 111,669 shares 111,669 $3.77M 0.06% +36,369 Timeline VOE VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,840 shares; 2024Q4: 42,498 shares; 2025Q1: 21,044 shares; 2025Q2: 22,528 shares 22,528 $3.77M 0.06% +1,484 Timeline PAUG INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,717 shares; 2024Q4: 142,453 shares; 2025Q1: 88,429 shares; 2025Q2: 90,411 shares 90,411 $3.73M 0.06% +1,982 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,572 shares; 2024Q4: 18,145 shares; 2025Q1: 17,966 shares; 2025Q2: 16,773 shares 16,773 $3.73M 0.06% -1,193 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 962 shares; 2024Q4: 758 shares; 2025Q1: 648 shares; 2025Q2: 677 shares 677 $3.72M 0.06% +29 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,676 shares; 2024Q4: 25,282 shares; 2025Q1: 21,955 shares; 2025Q2: 22,650 shares 22,650 $3.71M 0.06% +695 Timeline MLPA GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,348 shares; 2024Q4: 54,042 shares; 2025Q1: 59,629 shares; 2025Q2: 71,370 shares 71,370 $3.68M 0.06% +11,741 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,083 shares; 2024Q4: 11,820 shares; 2025Q1: 12,938 shares; 2025Q2: 14,038 shares 14,038 $3.65M 0.06% +1,100 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,051 shares; 2024Q4: 34,879 shares; 2025Q1: 31,355 shares; 2025Q2: 32,102 shares 32,102 $3.65M 0.06% +747 Timeline FCLD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,503 shares; 2024Q4: 135,787 shares; 2025Q1: 133,904 shares; 2025Q2: 128,267 shares 128,267 $3.65M 0.06% -5,637 Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,269 shares; 2024Q4: 50,919 shares; 2025Q1: not reported; 2025Q2: 48,404 shares 48,404 $3.63M 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,174 shares; 2024Q4: 58,974 shares; 2025Q1: 57,507 shares; 2025Q2: 55,935 shares 55,935 $3.62M 0.06% -1,572 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,925 shares; 2024Q4: 44,385 shares; 2025Q1: 43,487 shares; 2025Q2: 48,271 shares 48,271 $3.62M 0.06% +4,784 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,926 shares; 2024Q4: 21,880 shares; 2025Q1: 24,489 shares; 2025Q2: 21,695 shares 21,695 $3.61M 0.06% -2,794 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,871 shares; 2024Q4: 13,215 shares; 2025Q1: 12,660 shares; 2025Q2: 14,519 shares 14,519 $3.59M 0.06% +1,859 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,750 shares; 2024Q4: 46,134 shares; 2025Q1: 31,284 shares; 2025Q2: 34,096 shares 34,096 $3.58M 0.06% +2,812 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,091 shares; 2024Q4: 3,749 shares; 2025Q1: 4,196 shares; 2025Q2: 4,886 shares 4,886 $3.58M 0.06% +690 Timeline HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,271 shares; 2024Q4: 32,018 shares; 2025Q1: 89,004 shares; 2025Q2: 123,169 shares 123,169 $3.57M 0.06% +34,165 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,750 shares; 2024Q4: 9,393 shares; 2025Q1: 13,925 shares; 2025Q2: 54,776 shares 54,776 $3.57M 0.06% +40,851 Timeline FLQM FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,675 shares; 2024Q4: 45,012 shares; 2025Q1: 53,776 shares; 2025Q2: 64,928 shares 64,928 $3.55M 0.06% +11,152 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,202 shares; 2024Q4: 25,073 shares; 2025Q1: 18,312 shares; 2025Q2: 15,851 shares 15,851 $3.54M 0.06% -2,461 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,817 shares; 2024Q4: 28,903 shares; 2025Q1: 28,476 shares; 2025Q2: 29,676 shares 29,676 $3.51M 0.06% +1,200 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,012 shares; 2024Q4: 12,499 shares; 2025Q1: 12,567 shares; 2025Q2: 12,633 shares 12,633 $3.51M 0.06% +66 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,611 shares; 2024Q4: 17,684 shares; 2025Q1: 17,694 shares; 2025Q2: 18,278 shares 18,278 $3.51M 0.06% +584 Timeline DBE INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 167,498 shares; 2025Q2: 177,051 shares 177,051 $3.51M 0.06% +9,553 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,130 shares; 2024Q4: 33,100 shares; 2025Q1: 38,480 shares; 2025Q2: 48,859 shares 48,859 $3.51M 0.06% +10,379 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,420 shares; 2024Q4: 5,617 shares; 2025Q1: 5,544 shares; 2025Q2: 6,089 shares 6,089 $3.51M 0.06% +545 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,239 shares; 2024Q4: 31,462 shares; 2025Q1: 29,280 shares; 2025Q2: 34,894 shares 34,894 $3.45M 0.06% +5,614 Timeline EQWL 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,264 shares; 2024Q4: 87,483 shares; 2025Q1: 88,895 shares; 2025Q2: 31,289 shares 31,289 $3.44M 0.06% -57,606 Timeline SMIZ ZACKS TRUST More: the full row for ZACKS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,571 shares; 2024Q4: 70,732 shares; 2025Q1: 81,480 shares; 2025Q2: 98,800 shares 98,800 $3.41M 0.05% +17,320 Timeline FXY INVESCO CURRENCYSHARES More: the full row for INVESCO CURRENCYSHARES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,215 shares; 2024Q4: 17,206 shares; 2025Q1: 16,530 shares; 2025Q2: 55,592 shares 55,592 $3.4M 0.05% +39,062 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,902 shares; 2024Q4: 3,543 shares; 2025Q1: 3,166 shares; 2025Q2: 3,255 shares 3,255 $3.38M 0.05% +89 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,282 shares; 2024Q4: 20,672 shares; 2025Q1: 21,475 shares; 2025Q2: 24,125 shares 24,125 $3.38M 0.05% +2,650 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,047 shares; 2024Q4: 27,790 shares; 2025Q1: 30,141 shares; 2025Q2: 41,020 shares 41,020 $3.37M 0.05% +10,879 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,697 shares; 2024Q4: 15,105 shares; 2025Q1: 14,842 shares; 2025Q2: 14,521 shares 14,521 $3.36M 0.05% -321 Timeline XJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,100 shares; 2024Q4: 70,018 shares; 2025Q1: 86,786 shares; 2025Q2: 78,934 shares 78,934 $3.33M 0.05% -7,852 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,497 shares; 2024Q4: 10,230 shares; 2025Q1: 10,251 shares; 2025Q2: 12,081 shares 12,081 $3.32M 0.05% +1,830 Timeline EFAV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,685 shares; 2024Q4: 38,886 shares; 2025Q1: 39,543 shares; 2025Q2: 40,577 shares 40,577 $3.32M 0.05% +1,034 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,645 shares; 2024Q4: 12,362 shares; 2025Q1: 12,589 shares; 2025Q2: 12,674 shares 12,674 $3.32M 0.05% +85 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,564 shares; 2024Q4: 7,073 shares; 2025Q1: 21,120 shares; 2025Q2: 32,239 shares 32,239 $3.32M 0.05% +11,119 Timeline PBT PERMIAN BASIN RTY TR More: the full row for PERMIAN BASIN RTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 57,584 shares; 2025Q2: 246,391 shares 246,391 $3.3M 0.05% +188,807 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,180 shares; 2024Q4: 17,960 shares; 2025Q1: 24,536 shares; 2025Q2: 25,795 shares 25,795 $3.3M 0.05% +1,259 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,043 shares; 2024Q4: 39,061 shares; 2025Q1: 41,358 shares; 2025Q2: 43,316 shares 43,316 $3.29M 0.05% +1,958 Timeline ASTS AST SPACEMOBILE INC More: the full row for AST SPACEMOBILE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 56,482 shares; 2025Q1: 66,297 shares; 2025Q2: 61,633 shares 61,633 $3.28M 0.05% -4,664 Timeline CLIP GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 32,696 shares; 2025Q1: 34,622 shares; 2025Q2: 32,497 shares 32,497 $3.26M 0.05% -2,125 Timeline UOCT INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 88,534 shares; 2025Q1: 86,884 shares; 2025Q2: 86,884 shares 86,884 $3.25M 0.05% 0 Timeline BOND PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,956 shares; 2024Q4: 25,047 shares; 2025Q1: 37,873 shares; 2025Q2: 35,345 shares 35,345 $3.24M 0.05% -2,528 Timeline NBIS NEBIUS GROUP N.V. More: the full row for NEBIUS GROUP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 67,440 shares; 2025Q2: 59,475 shares 59,475 $3.24M 0.05% -7,965 Timeline TLH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,088 shares; 2024Q4: 18,212 shares; 2025Q1: 26,125 shares; 2025Q2: 31,847 shares 31,847 $3.2M 0.05% +5,722 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,182 shares; 2024Q4: 16,828 shares; 2025Q1: 18,750 shares; 2025Q2: 21,407 shares 21,407 $3.19M 0.05% +2,657 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,434 shares; 2024Q4: 36,032 shares; 2025Q1: 42,355 shares; 2025Q2: 65,097 shares 65,097 $3.19M 0.05% +22,742 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,583 shares; 2024Q4: 76,212 shares; 2025Q1: 76,977 shares; 2025Q2: 79,166 shares 79,166 $3.19M 0.05% +2,189 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,936 shares; 2024Q4: 36,282 shares; 2025Q1: 36,714 shares; 2025Q2: 37,655 shares 37,655 $3.16M 0.05% +941 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,444 shares; 2024Q4: 11,516 shares; 2025Q1: 10,406 shares; 2025Q2: 10,905 shares 10,905 $3.14M 0.05% +499 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,291 shares; 2024Q4: 13,122 shares; 2025Q1: 13,762 shares; 2025Q2: 17,449 shares 17,449 $3.11M 0.05% +3,687 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 105,031 shares; 2024Q4: 55,001 shares; 2025Q1: 48,248 shares; 2025Q2: 49,818 shares 49,818 $3.09M 0.05% +1,570 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,451 shares; 2024Q4: 20,020 shares; 2025Q1: 20,481 shares; 2025Q2: 19,858 shares 19,858 $3.09M 0.05% -623 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 48,894 shares; 2025Q1: 53,132 shares; 2025Q2: 106,939 shares 106,939 $3.09M 0.05% +53,807 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,222 shares; 2024Q4: 72,342 shares; 2025Q1: 66,782 shares; 2025Q2: 69,323 shares 69,323 $3.07M 0.05% +2,541 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,765 shares; 2024Q4: 3,623 shares; 2025Q1: 2,488 shares; 2025Q2: 4,392 shares 4,392 $3.05M 0.05% +1,904 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,701 shares; 2024Q4: 54,441 shares; 2025Q1: 52,498 shares; 2025Q2: 33,320 shares 33,320 $3.04M 0.05% -19,178 Timeline FTLS FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 14,657 shares; 2025Q1: 41,026 shares; 2025Q2: 45,373 shares 45,373 $3.03M 0.05% +4,347 Timeline RSPU 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,476 shares; 2024Q4: 75,572 shares; 2025Q1: 46,951 shares; 2025Q2: 40,318 shares 40,318 $3.02M 0.05% -6,633 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,381 shares; 2024Q4: 63,334 shares; 2025Q1: 59,696 shares; 2025Q2: 67,143 shares 67,143 $3.02M 0.05% +7,447 Timeline VXX BARCLAYS BANK PLC More: the full row for BARCLAYS BANK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 376,286 shares; 2024Q4: 62,748 shares; 2025Q1: not reported; 2025Q2: 70,830 shares 70,830 $3.01M 0.05% new Timeline BAI BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 96,102 shares 96,102 $3M 0.05% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,394 shares; 2024Q4: 20,584 shares; 2025Q1: 20,678 shares; 2025Q2: 24,042 shares 24,042 $3M 0.05% +3,364 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,661 shares; 2024Q4: 10,438 shares; 2025Q1: 10,605 shares; 2025Q2: 11,013 shares 11,013 $2.99M 0.05% +408 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,176 shares; 2024Q4: 17,882 shares; 2025Q1: 27,151 shares; 2025Q2: 39,550 shares 39,550 $2.99M 0.05% +12,399 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,665 shares; 2024Q4: 20,981 shares; 2025Q1: 20,642 shares; 2025Q2: 21,793 shares 21,793 $2.98M 0.05% +1,151 Timeline CGXU CAPITAL GROUP INTL FOCUS EQT More: the full row for CAPITAL GROUP INTL FOCUS EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,217 shares; 2024Q4: 104,914 shares; 2025Q1: 107,375 shares; 2025Q2: 110,969 shares 110,969 $2.96M 0.05% +3,594 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,930 shares; 2024Q4: 14,141 shares; 2025Q1: 12,950 shares; 2025Q2: 16,334 shares 16,334 $2.96M 0.05% +3,384 Timeline AVDV AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,620 shares; 2024Q4: 34,708 shares; 2025Q1: 35,194 shares; 2025Q2: 36,907 shares 36,907 $2.95M 0.05% +1,713 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,218 shares; 2024Q4: 47,467 shares; 2025Q1: 43,711 shares; 2025Q2: 37,238 shares 37,238 $2.95M 0.05% -6,473 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,383 shares; 2024Q4: 28,088 shares; 2025Q1: 28,047 shares; 2025Q2: 39,011 shares 39,011 $2.93M 0.05% +10,964 Timeline UCON FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 61,649 shares; 2025Q1: 84,678 shares; 2025Q2: 117,571 shares 117,571 $2.92M 0.05% +32,893 Timeline WHR WHIRLPOOL CORP More: the full row for WHIRLPOOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,993 shares; 2024Q4: 10,446 shares; 2025Q1: 13,953 shares; 2025Q2: 35,131 shares 35,131 $2.92M 0.05% +21,178 Timeline 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,482 shares; 2024Q4: 50,391 shares; 2025Q1: 51,629 shares; 2025Q2: 48,932 shares 48,932 $2.91M 0.05% -2,697 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,936 shares; 2024Q4: 15,842 shares; 2025Q1: 18,618 shares; 2025Q2: 20,538 shares 20,538 $2.9M 0.05% +1,920 Timeline JSMD 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,474 shares; 2024Q4: 4,884 shares; 2025Q1: 33,567 shares; 2025Q2: 36,607 shares 36,607 $2.9M 0.05% +3,040 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,940 shares; 2024Q4: 12,144 shares; 2025Q1: 11,630 shares; 2025Q2: 11,344 shares 11,344 $2.9M 0.05% -286 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,196 shares; 2024Q4: 128,845 shares; 2025Q1: 150,264 shares; 2025Q2: 126,993 shares 126,993 $2.9M 0.05% -23,271 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,889 shares; 2024Q4: 13,060 shares; 2025Q1: 14,261 shares; 2025Q2: 14,362 shares 14,362 $2.9M 0.05% +101 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,129 shares; 2024Q4: 2,257 shares; 2025Q1: 2,328 shares; 2025Q2: 2,008 shares 2,008 $2.88M 0.05% -320 Timeline ISCV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 45,910 shares 45,910 $2.87M 0.05% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,404 shares; 2024Q4: 21,023 shares; 2025Q1: 23,713 shares; 2025Q2: 22,836 shares 22,836 $2.87M 0.05% -877 Timeline VDC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,215 shares; 2024Q4: 13,098 shares; 2025Q1: 12,932 shares; 2025Q2: 13,232 shares 13,232 $2.86M 0.05% +300 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,686 shares; 2024Q4: 39,539 shares; 2025Q1: 40,236 shares; 2025Q2: 41,850 shares 41,850 $2.85M 0.05% +1,614 Timeline IAT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 41,912 shares; 2025Q1: 39,797 shares; 2025Q2: 56,828 shares 56,828 $2.85M 0.05% +17,031 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,590 shares; 2024Q4: 10,240 shares; 2025Q1: 10,031 shares; 2025Q2: 6,475 shares 6,475 $2.84M 0.05% -3,556 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,172 shares; 2024Q4: 65,417 shares; 2025Q1: 62,599 shares; 2025Q2: 62,604 shares 62,604 $2.84M 0.05% +5 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,717 shares; 2024Q4: 50,660 shares; 2025Q1: 48,961 shares; 2025Q2: 48,329 shares 48,329 $2.82M 0.05% -632 WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,818 shares; 2024Q4: 18,886 shares; 2025Q1: 22,759 shares; 2025Q2: 30,834 shares 30,834 $2.82M 0.05% +8,075 Timeline PSCW PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 105,224 shares 105,224 $2.82M 0.05% new Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,483 shares; 2024Q4: 81,133 shares; 2025Q1: 82,132 shares; 2025Q2: 75,758 shares 75,758 $2.81M 0.05% -6,374 Timeline LNC LINCOLN NATL CORP IND More: the full row for LINCOLN NATL CORP IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,137 shares; 2024Q4: 63,345 shares; 2025Q1: 70,668 shares; 2025Q2: 73,671 shares 73,671 $2.81M 0.05% +3,003 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,597 shares; 2024Q4: 32,474 shares; 2025Q1: 25,541 shares; 2025Q2: 27,664 shares 27,664 $2.81M 0.05% +2,123 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,570 shares; 2024Q4: 6,796 shares; 2025Q1: 5,713 shares; 2025Q2: 6,122 shares 6,122 $2.8M 0.05% +409 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,129 shares; 2024Q4: 18,621 shares; 2025Q1: 19,141 shares; 2025Q2: 30,074 shares 30,074 $2.79M 0.04% +10,933 Timeline NOBL PROSHARES TR More: the full row for PROSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,595 shares; 2024Q4: 25,264 shares; 2025Q1: 27,163 shares; 2025Q2: 27,400 shares 27,400 $2.79M 0.04% +237 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,173 shares; 2024Q4: 22,116 shares; 2025Q1: 36,867 shares; 2025Q2: 27,296 shares 27,296 $2.77M 0.04% -9,571 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,732 shares; 2024Q4: 33,765 shares; 2025Q1: 34,921 shares; 2025Q2: 37,930 shares 37,930 $2.74M 0.04% +3,009 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,876 shares; 2024Q4: 29,841 shares; 2025Q1: 28,682 shares; 2025Q2: 29,125 shares 29,125 $2.73M 0.04% +443 Timeline ONEQ FIDELITY COMWLTH TR More: the full row for FIDELITY COMWLTH TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,654 shares; 2024Q4: 104,830 shares; 2025Q1: 32,712 shares; 2025Q2: 32,603 shares 32,603 $2.71M 0.04% -109 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,545 shares; 2024Q4: 26,025 shares; 2025Q1: 17,224 shares; 2025Q2: 18,963 shares 18,963 $2.71M 0.04% +1,739 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,949 shares; 2024Q4: 15,331 shares; 2025Q1: 20,240 shares; 2025Q2: 18,479 shares 18,479 $2.71M 0.04% -1,761 Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,851 shares; 2024Q4: 5,788 shares; 2025Q1: 5,810 shares; 2025Q2: 5,208 shares 5,208 $2.71M 0.04% -602 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,853 shares; 2024Q4: 11,166 shares; 2025Q1: 11,891 shares; 2025Q2: 12,620 shares 12,620 $2.7M 0.04% +729 Timeline BUFG FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,079 shares; 2024Q4: 108,484 shares; 2025Q1: 111,126 shares; 2025Q2: 103,624 shares 103,624 $2.69M 0.04% -7,502 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,366 shares; 2024Q4: 11,376 shares; 2025Q1: 12,785 shares; 2025Q2: 15,936 shares 15,936 $2.66M 0.04% +3,151 Timeline DNP DNP SELECT INCOME FD INC More: the full row for DNP SELECT INCOME FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 311,552 shares; 2024Q4: 289,162 shares; 2025Q1: 280,111 shares; 2025Q2: 271,886 shares 271,886 $2.66M 0.04% -8,225 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,634 shares; 2024Q4: 30,635 shares; 2025Q1: 16,763 shares; 2025Q2: 33,106 shares 33,106 $2.66M 0.04% +16,343 Timeline VYMI VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,433 shares; 2024Q4: 22,932 shares; 2025Q1: 23,157 shares; 2025Q2: 33,168 shares 33,168 $2.65M 0.04% +10,011 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,712 shares; 2024Q4: 11,413 shares; 2025Q1: 11,308 shares; 2025Q2: 12,377 shares 12,377 $2.65M 0.04% +1,069 Timeline THRO BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 20,540 shares; 2025Q2: 72,672 shares 72,672 $2.63M 0.04% +52,132 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,592 shares; 2024Q4: 40,396 shares; 2025Q1: 33,319 shares; 2025Q2: 32,645 shares 32,645 $2.62M 0.04% -674 Timeline ESGE ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,955 shares; 2024Q4: 68,436 shares; 2025Q1: 69,309 shares; 2025Q2: 66,139 shares 66,139 $2.61M 0.04% -3,170 Timeline DLTR DOLLAR TREE INC More: the full row for DOLLAR TREE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,688 shares; 2024Q4: 10,126 shares; 2025Q1: 14,581 shares; 2025Q2: 22,963 shares 22,963 $2.61M 0.04% +8,382 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 26,153 shares 26,153 $2.6M 0.04% new Timeline DNOV FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,284 shares; 2024Q4: 60,610 shares; 2025Q1: 57,281 shares; 2025Q2: 57,265 shares 57,265 $2.6M 0.04% -16 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,291 shares; 2024Q4: 87,577 shares; 2025Q1: 90,766 shares; 2025Q2: 93,257 shares 93,257 $2.6M 0.04% +2,491 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 90,620 shares 90,620 $2.59M 0.04% new Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,754 shares; 2025Q1: 16,260 shares; 2025Q2: 25,111 shares 25,111 $2.59M 0.04% +8,851 Timeline BINC BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,663 shares; 2024Q4: 35,657 shares; 2025Q1: 44,787 shares; 2025Q2: 48,613 shares 48,613 $2.56M 0.04% +3,826 Timeline ILCG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,429 shares; 2024Q4: 20,455 shares; 2025Q1: 19,846 shares; 2025Q2: 25,437 shares 25,437 $2.55M 0.04% +5,591 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,694 shares; 2024Q4: 17,672 shares; 2025Q1: 15,572 shares; 2025Q2: 17,963 shares 17,963 $2.54M 0.04% +2,391 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,126 shares; 2024Q4: 82,978 shares; 2025Q1: 46,975 shares; 2025Q2: 48,223 shares 48,223 $2.54M 0.04% +1,248 Timeline GOCT FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 127,321 shares; 2025Q1: 69,090 shares; 2025Q2: 68,119 shares 68,119 $2.53M 0.04% -971 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,934 shares; 2024Q4: 29,040 shares; 2025Q1: 26,628 shares; 2025Q2: 27,914 shares 27,914 $2.52M 0.04% +1,286 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,569 shares; 2024Q4: 6,268 shares; 2025Q1: 13,516 shares; 2025Q2: 6,415 shares 6,415 $2.52M 0.04% -7,101 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,156 shares; 2024Q4: 23,007 shares; 2025Q1: 22,910 shares; 2025Q2: 20,197 shares 20,197 $2.51M 0.04% -2,713 Timeline GMAY FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 116,824 shares; 2025Q1: 65,656 shares; 2025Q2: 63,414 shares 63,414 $2.51M 0.04% -2,242 Timeline XYLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,481 shares; 2024Q4: 46,659 shares; 2025Q1: 53,463 shares; 2025Q2: 64,347 shares 64,347 $2.5M 0.04% +10,884 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,002 shares; 2024Q4: 7,489 shares; 2025Q1: 8,611 shares; 2025Q2: 13,541 shares 13,541 $2.5M 0.04% +4,930 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,553 shares; 2024Q4: 2,497 shares; 2025Q1: 1,075 shares; 2025Q2: 3,304 shares 3,304 $2.5M 0.04% +2,229 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,616 shares; 2024Q4: 64,730 shares; 2025Q1: 67,591 shares; 2025Q2: 76,229 shares 76,229 $2.49M 0.04% +8,638 Timeline FENI FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 75,923 shares 75,923 $2.49M 0.04% new Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,033 shares; 2024Q4: 14,691 shares; 2025Q1: 14,842 shares; 2025Q2: 17,966 shares 17,966 $2.49M 0.04% +3,124 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 2,580 shares; 2025Q1: 5,488 shares; 2025Q2: 11,054 shares 11,054 $2.47M 0.04% +5,566 Timeline VSLU ETF OPPORTUNITIES TRUST More: the full row for ETF OPPORTUNITIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,195 shares; 2024Q4: 62,510 shares; 2025Q1: 62,038 shares; 2025Q2: 61,096 shares 61,096 $2.46M 0.04% -942 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,272 shares; 2024Q4: 44,015 shares; 2025Q1: 46,017 shares; 2025Q2: 53,597 shares 53,597 $2.46M 0.04% +7,580 Timeline IYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 18,401 shares; 2025Q1: 19,535 shares; 2025Q2: 28,084 shares 28,084 $2.44M 0.04% +8,549 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 1,872 shares; 2025Q1: 2,030 shares; 2025Q2: 16,007 shares 16,007 $2.44M 0.04% +13,977 Timeline DFIV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,925 shares; 2024Q4: 28,077 shares; 2025Q1: 51,151 shares; 2025Q2: 56,793 shares 56,793 $2.44M 0.04% +5,642 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 72,935 shares 72,935 $2.44M 0.04% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,294 shares; 2024Q4: 9,549 shares; 2025Q1: 9,249 shares; 2025Q2: 7,846 shares 7,846 $2.43M 0.04% -1,403 Timeline IGEB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 48,607 shares; 2024Q4: 44,994 shares; 2025Q1: 53,801 shares; 2025Q2: 53,467 shares 53,467 $2.42M 0.04% -334 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,766 shares; 2024Q4: 16,635 shares; 2025Q1: 34,764 shares; 2025Q2: 22,344 shares 22,344 $2.41M 0.04% -12,420 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,204 shares; 2024Q4: 8,353 shares; 2025Q1: 8,120 shares; 2025Q2: 8,399 shares 8,399 $2.41M 0.04% +279 Timeline TRIN TRINITY CAP INC More: the full row for TRINITY CAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104,924 shares; 2025Q2: 160,176 shares 160,176 $2.4M 0.04% +55,252 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,499 shares; 2024Q4: 37,094 shares; 2025Q1: 37,190 shares; 2025Q2: 37,025 shares 37,025 $2.4M 0.04% -165 Timeline RECS COLUMBIA ETF TR I More: the full row for COLUMBIA ETF TR I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,659 shares; 2024Q4: 8,691 shares; 2025Q1: 58,726 shares; 2025Q2: 63,469 shares 63,469 $2.39M 0.04% +4,743 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,563 shares; 2024Q4: 25,540 shares; 2025Q1: 11,816 shares; 2025Q2: 21,677 shares 21,677 $2.38M 0.04% +9,861 Timeline VWOB VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,040 shares 36,040 $2.36M 0.04% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 123,181 shares; 2024Q4: 97,280 shares; 2025Q1: 157,315 shares; 2025Q2: 213,018 shares 213,018 $2.36M 0.04% +55,703 Timeline GDX VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,895 shares; 2024Q4: 59,112 shares; 2025Q1: 25,182 shares; 2025Q2: 45,578 shares 45,578 $2.35M 0.04% +20,396 Timeline PFEB INNOVATOR ETFS TRUST More: the full row for INNOVATOR ETFS TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,058 shares; 2024Q4: 47,711 shares; 2025Q1: 60,971 shares; 2025Q2: 60,971 shares 60,971 $2.35M 0.04% 0 Timeline