SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,494,607 shares; 2024Q4: 8,237,414 shares; 2025Q1: 8,208,961 shares; 2025Q2: 7,672,993 shares 7,672,993 $700M 7.63% -535,968 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: 1,667,404 shares; 2024Q4: 1,462,426 shares; 2025Q1: 1,469,390 shares; 2025Q2: 1,377,824 shares 1,377,824 $685M 7.47% -91,566 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: 3,256,240 shares; 2024Q4: 3,200,830 shares; 2025Q1: 3,211,038 shares; 2025Q2: 3,027,055 shares 3,027,055 $664M 7.24% -183,983 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: 460,514 shares; 2024Q4: 660,607 shares; 2025Q1: 763,147 shares; 2025Q2: 727,668 shares 727,668 $537M 5.86% -35,479 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: 2,012,618 shares; 2024Q4: 1,844,512 shares; 2025Q1: 1,840,108 shares; 2025Q2: 1,342,743 shares 1,342,743 $477M 5.2% -497,365 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: 933,764 shares; 2024Q4: 913,362 shares; 2025Q1: 909,052 shares; 2025Q2: 854,847 shares 854,847 $451M 4.91% -54,205 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 981,053 shares; 2024Q4: 929,016 shares; 2025Q1: 903,702 shares; 2025Q2: 827,217 shares 827,217 $415M 4.52% -76,485 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: 106,990 shares; 2024Q4: 2,307,615 shares; 2025Q1: 2,641,043 shares; 2025Q2: 2,858,586 shares 2,858,586 $406M 4.42% +217,543 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: 5,239,635 shares; 2024Q4: 5,161,619 shares; 2025Q1: 5,304,178 shares; 2025Q2: 4,265,729 shares 4,265,729 $398M 4.34% -1,038,449 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: 997,266 shares; 2024Q4: 966,550 shares; 2025Q1: 1,030,968 shares; 2025Q2: 1,262,492 shares 1,262,492 $394M 4.29% +231,524 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: 37,622 shares; 2024Q4: 60,657 shares; 2025Q1: 60,657 shares; 2025Q2: 451,984 shares 451,984 $239M 2.61% +391,327 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: not reported; 2024Q4: 1,646,221 shares; 2025Q1: 2,426,879 shares; 2025Q2: 2,244,012 shares 2,244,012 $206M 2.24% -182,867 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: 2,910,282 shares; 2024Q4: 2,721,663 shares; 2025Q1: 2,226,472 shares; 2025Q2: 1,107,691 shares 1,107,691 $196M 2.14% -1,118,781 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: 596,031 shares; 2024Q4: 605,951 shares; 2025Q1: 605,653 shares; 2025Q2: 605,721 shares 605,721 $184M 2.01% +68 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: 1,844,785 shares; 2024Q4: 2,339,907 shares; 2025Q1: 3,080,512 shares; 2025Q2: 3,210,314 shares 3,210,314 $157M 1.71% +129,802 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: 130,493 shares; 2024Q4: 140,164 shares; 2025Q1: 149,505 shares; 2025Q2: 149,338 shares 149,338 $154M 1.67% -167 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: 244,031 shares; 2024Q4: 249,158 shares; 2025Q1: 251,230 shares; 2025Q2: 251,324 shares 251,324 $143M 1.56% +94 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: 63,696 shares; 2024Q4: 110,731 shares; 2025Q1: 106,695 shares; 2025Q2: 238,241 shares 238,241 $131M 1.43% +131,546 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: 96,583 shares; 2024Q4: 189,199 shares; 2025Q1: 348,085 shares; 2025Q2: 368,166 shares 368,166 $112M 1.22% +20,081 Timeline 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: 548,412 shares; 2024Q4: 577,016 shares; 2025Q1: 670,456 shares; 2025Q2: 659,638 shares 659,638 $104M 1.14% -10,818 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: 23,088 shares; 2024Q4: 30,690 shares; 2025Q1: 36,706 shares; 2025Q2: 36,759 shares 36,759 $96.1M 1.05% +53 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: 134,999 shares; 2024Q4: 147,616 shares; 2025Q1: 153,043 shares; 2025Q2: 149,837 shares 149,837 $92.6M 1.01% -3,206 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 364,917 shares; 2024Q4: 414,733 shares; 2025Q1: 451,949 shares; 2025Q2: 468,127 shares 468,127 $91.7M 1% +16,178 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: 114,658 shares; 2024Q4: 152,422 shares; 2025Q1: 179,764 shares; 2025Q2: 178,810 shares 178,810 $91.1M 0.99% -954 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: 151,689 shares; 2024Q4: 233,467 shares; 2025Q1: 294,018 shares; 2025Q2: 296,030 shares 296,030 $81.6M 0.89% +2,012 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: 300,893 shares; 2024Q4: 232,393 shares; 2025Q1: 232,393 shares; 2025Q2: 232,393 shares 232,393 $81.5M 0.89% 0 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: 155,787 shares; 2024Q4: 352,378 shares; 2025Q1: 829,570 shares; 2025Q2: 845,147 shares 845,147 $71.7M 0.78% +15,577 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: 531,212 shares; 2024Q4: 531,212 shares; 2025Q1: 528,525 shares; 2025Q2: 525,606 shares 525,606 $71M 0.77% -2,919 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: 316,547 shares; 2024Q4: 435,680 shares; 2025Q1: 516,334 shares; 2025Q2: 598,461 shares 598,461 $69M 0.75% +82,127 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,091,726 shares; 2024Q4: 2,744,273 shares; 2025Q1: 2,975,197 shares; 2025Q2: 3,031,636 shares 3,031,636 $66.6M 0.73% +56,439 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: 40,272 shares; 2024Q4: 53,302 shares; 2025Q1: 66,336 shares; 2025Q2: 77,790 shares 77,790 $62.3M 0.68% +11,454 Timeline GBDC GOLUB CAP BDC INC More: the full row for GOLUB CAP BDC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,681,079 shares; 2024Q4: 3,694,676 shares; 2025Q1: 4,135,726 shares; 2025Q2: 4,238,538 shares 4,238,538 $62.1M 0.68% +102,812 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: 289,755 shares; 2024Q4: 275,623 shares; 2025Q1: 306,980 shares; 2025Q2: 299,907 shares 299,907 $61.5M 0.67% -7,073 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: 38,882 shares; 2024Q4: 171,209 shares; 2025Q1: 384,177 shares; 2025Q2: 397,385 shares 397,385 $59.4M 0.65% +13,208 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: 159,328 shares; 2024Q4: 120,994 shares; 2025Q1: 121,200 shares; 2025Q2: 110,445 shares 110,445 $53.7M 0.58% -10,755 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: 2,481,079 shares; 2024Q4: 2,470,258 shares; 2025Q1: 800,481 shares; 2025Q2: 923,536 shares 923,536 $52.7M 0.57% +123,055 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: 234,947 shares; 2024Q4: 234,947 shares; 2025Q1: 234,947 shares; 2025Q2: 234,947 shares 234,947 $52.6M 0.57% 0 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,618 shares; 2024Q4: 218,964 shares; 2025Q1: 226,310 shares; 2025Q2: 205,015 shares 205,015 $49.2M 0.54% -21,295 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,048,207 shares; 2024Q4: 1,949,151 shares; 2025Q1: 2,941,105 shares; 2025Q2: 3,355,935 shares 3,355,935 $46M 0.5% +414,830 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: 169,431 shares; 2024Q4: 156,216 shares; 2025Q1: 156,503 shares; 2025Q2: 156,314 shares 156,314 $45.3M 0.49% -189 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 660,896 shares; 2024Q4: 899,733 shares; 2025Q1: 1,043,757 shares; 2025Q2: 1,417,043 shares 1,417,043 $42.5M 0.46% +373,286 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: 300,993 shares; 2024Q4: 479,013 shares; 2025Q1: 479,013 shares; 2025Q2: 479,139 shares 479,139 $38.1M 0.42% +126 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: 103,849 shares; 2024Q4: 200,547 shares; 2025Q1: 196,718 shares; 2025Q2: 184,202 shares 184,202 $37.7M 0.41% -12,516 Timeline TSLX SIXTH STREET SPECIALTY LENDI More: the full row for SIXTH STREET SPECIALTY LENDI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 851,742 shares; 2024Q4: 1,153,581 shares; 2025Q1: 1,434,920 shares; 2025Q2: 1,557,126 shares 1,557,126 $37.1M 0.4% +122,206 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 277,941 shares; 2024Q4: 424,494 shares; 2025Q1: 424,182 shares; 2025Q2: 420,870 shares 420,870 $34.9M 0.38% -3,312 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: 78,825 shares; 2024Q4: 25,287 shares; 2025Q1: 25,310 shares; 2025Q2: 25,310 shares 25,310 $33.9M 0.37% 0 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: 500,835 shares; 2024Q4: 486,101 shares; 2025Q1: 486,101 shares; 2025Q2: 486,689 shares 486,689 $33.6M 0.37% +588 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,507 shares; 2024Q4: 78,507 shares; 2025Q1: 78,507 shares; 2025Q2: 78,421 shares 78,421 $32.2M 0.35% -86 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: not reported; 2025Q1: 416,849 shares; 2025Q2: 308,034 shares 308,034 $31.5M 0.34% -108,815 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: 639,311 shares; 2024Q4: 639,311 shares; 2025Q1: 639,311 shares; 2025Q2: 630,033 shares 630,033 $30.9M 0.34% -9,278 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: 399,573 shares; 2024Q4: 399,573 shares; 2025Q1: 395,466 shares; 2025Q2: 396,760 shares 396,760 $30.7M 0.33% +1,294 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: 25,930 shares; 2024Q4: 38,921 shares; 2025Q1: 46,345 shares; 2025Q2: 54,755 shares 54,755 $30.5M 0.33% +8,410 Timeline W WAYFAIR INC More: the full row for WAYFAIR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 624,500 shares; 2024Q4: 587,500 shares; 2025Q1: 587,500 shares; 2025Q2: 587,500 shares 587,500 $30M 0.33% 0 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: 66,996 shares; 2024Q4: 92,623 shares; 2025Q1: 129,762 shares; 2025Q2: 131,249 shares 131,249 $29.7M 0.32% +1,487 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: not reported; 2024Q4: not reported; 2025Q1: 25,478 shares; 2025Q2: 53,483 shares 53,483 $29.1M 0.32% +28,005 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: 340,959 shares; 2024Q4: 340,959 shares; 2025Q1: 340,959 shares; 2025Q2: 340,959 shares 340,959 $28.5M 0.31% 0 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: 82,367 shares; 2024Q4: 82,310 shares; 2025Q1: 83,485 shares; 2025Q2: 83,454 shares 83,454 $28.4M 0.31% -31 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: 95,596 shares; 2024Q4: 52,039 shares; 2025Q1: 50,847 shares; 2025Q2: 38,876 shares 38,876 $21.8M 0.24% -11,971 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: 169,502 shares; 2024Q4: 160,757 shares; 2025Q1: 147,610 shares; 2025Q2: 131,542 shares 131,542 $20.1M 0.22% -16,068 Timeline ACWI 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: 111,999 shares; 2024Q4: 151,371 shares; 2025Q1: 150,890 shares; 2025Q2: 150,462 shares 150,462 $19.3M 0.21% -428 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: not reported; 2024Q4: 26,816 shares; 2025Q1: 96,386 shares; 2025Q2: 96,386 shares 96,386 $17.5M 0.19% 0 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 235,672 shares; 2024Q4: 311,869 shares; 2025Q1: 533,834 shares; 2025Q2: 562,834 shares 562,834 $17.3M 0.19% +29,000 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: 250,900 shares; 2024Q4: 249,500 shares; 2025Q1: 249,500 shares; 2025Q2: 238,000 shares 238,000 $16.8M 0.18% -11,500 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 263,591 shares; 2024Q4: 263,591 shares; 2025Q1: 279,076 shares; 2025Q2: 281,813 shares 281,813 $16.6M 0.18% +2,737 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: 193,464 shares; 2024Q4: 193,627 shares; 2025Q1: 163,464 shares; 2025Q2: 163,464 shares 163,464 $16M 0.17% 0 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: 213,818 shares; 2024Q4: 137,231 shares; 2025Q1: 112,863 shares; 2025Q2: 112,443 shares 112,443 $15.3M 0.17% -420 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: 112,841 shares; 2024Q4: 111,776 shares; 2025Q1: 93,294 shares; 2025Q2: 77,661 shares 77,661 $13.7M 0.15% -15,633 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: 28,101 shares; 2024Q4: 190,924 shares; 2025Q1: 74,560 shares; 2025Q2: 93,366 shares 93,366 $12.4M 0.14% +18,806 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: 35,383 shares; 2024Q4: 35,325 shares; 2025Q1: 35,325 shares; 2025Q2: 35,325 shares 35,325 $12.4M 0.14% 0 Timeline VFH VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,098 shares; 2024Q4: 64,172 shares; 2025Q1: 95,861 shares; 2025Q2: 95,861 shares 95,861 $12.2M 0.13% 0 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: 32,000 shares; 2024Q4: 32,000 shares; 2025Q1: 32,000 shares; 2025Q2: 32,000 shares 32,000 $12.1M 0.13% 0 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: 25,154 shares; 2024Q4: 25,154 shares; 2025Q1: 25,154 shares; 2025Q2: 25,154 shares 25,154 $10.7M 0.12% 0 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: 70,704 shares; 2024Q4: 65,679 shares; 2025Q1: 65,679 shares; 2025Q2: 65,594 shares 65,594 $10.5M 0.11% -85 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: 43,042 shares; 2024Q4: 40,746 shares; 2025Q1: 40,746 shares; 2025Q2: 49,285 shares 49,285 $10.1M 0.11% +8,539 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: 33,954 shares; 2024Q4: 33,954 shares; 2025Q1: 33,954 shares; 2025Q2: 33,954 shares 33,954 $9.9M 0.11% 0 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: 811,794 shares; 2024Q4: 699,683 shares; 2025Q1: 57,094 shares; 2025Q2: 43,796 shares 43,796 $9.72M 0.11% -13,298 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: 72,973 shares; 2024Q4: 72,973 shares; 2025Q1: 72,973 shares; 2025Q2: 72,973 shares 72,973 $9.69M 0.11% 0 Timeline CARG CARGURUS INC More: the full row for CARGURUS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 257,827 shares; 2024Q4: 257,827 shares; 2025Q1: 257,827 shares; 2025Q2: 257,827 shares 257,827 $8.63M 0.09% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,044 shares; 2024Q4: 116,683 shares; 2025Q1: 116,683 shares; 2025Q2: 116,683 shares 116,683 $8.07M 0.09% 0 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: not reported; 2024Q4: not reported; 2025Q1: 23,902 shares; 2025Q2: 124,410 shares 124,410 $7.62M 0.08% +100,508 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10 shares; 2024Q4: 10 shares; 2025Q1: 10 shares; 2025Q2: 10 shares 10 $7.29M 0.08% 0 Timeline OBDC BLUE OWL CAPITAL CORPORATION More: the full row for BLUE OWL CAPITAL CORPORATION 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: 209,140 shares; 2025Q2: 503,910 shares 503,910 $7.23M 0.08% +294,770 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: 62,583 shares; 2024Q4: 62,583 shares; 2025Q1: 62,583 shares; 2025Q2: 62,583 shares 62,583 $6.84M 0.07% 0 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: 32,051 shares; 2024Q4: 31,067 shares; 2025Q1: 18,723 shares; 2025Q2: 18,647 shares 18,647 $6.84M 0.07% -76 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,129 shares; 2024Q4: 86,171 shares; 2025Q1: 86,171 shares; 2025Q2: 80,791 shares 80,791 $6.4M 0.07% -5,380 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: 204,584 shares; 2024Q4: 204,584 shares; 2025Q1: 204,584 shares; 2025Q2: 204,584 shares 204,584 $6.18M 0.07% 0 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: 93,947 shares; 2024Q4: 88,947 shares; 2025Q1: 88,947 shares; 2025Q2: 88,882 shares 88,882 $5.99M 0.07% -65 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,538 shares; 2024Q4: 30,538 shares; 2025Q1: 30,538 shares; 2025Q2: 45,205 shares 45,205 $5.98M 0.07% +14,667 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: 19,564 shares; 2024Q4: 19,230 shares; 2025Q1: 19,230 shares; 2025Q2: 19,230 shares 19,230 $5.62M 0.06% 0 Timeline AUR AURORA INNOVATION INC More: the full row for AURORA INNOVATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 972,165 shares; 2024Q4: 1,022,165 shares; 2025Q1: 1,022,165 shares; 2025Q2: 1,022,165 shares 1,022,165 $5.36M 0.06% 0 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,488 shares; 2024Q4: 6,532 shares; 2025Q1: 6,626 shares; 2025Q2: 6,539 shares 6,539 $5.1M 0.06% -87 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: 1,608 shares; 2024Q4: 1,618 shares; 2025Q1: 4,498 shares; 2025Q2: 4,498 shares 4,498 $4.45M 0.05% 0 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: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000 $4.42M 0.05% 0 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: 14,130 shares; 2024Q4: 14,130 shares; 2025Q1: 11,420 shares; 2025Q2: 11,420 shares 11,420 $4M 0.04% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,938 shares; 2024Q4: 112,956 shares; 2025Q1: 112,956 shares; 2025Q2: 18,493 shares 18,493 $3.88M 0.04% -94,463 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: 2,550 shares; 2024Q4: 2,550 shares; 2025Q1: 2,550 shares; 2025Q2: 38,250 shares 38,250 $3.45M 0.04% +35,700 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: 196,810 shares; 2024Q4: 195,838 shares; 2025Q1: 38,381 shares; 2025Q2: 38,381 shares 38,381 $3.43M 0.04% 0 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: 29,195 shares; 2024Q4: 29,195 shares; 2025Q1: 29,195 shares; 2025Q2: 29,195 shares 29,195 $3.42M 0.04% 0 Timeline XLG 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 61,636 shares 61,636 $3.21M 0.04% new Timeline AYI ACUITY INC More: the full row for ACUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,530 shares; 2024Q4: 10,530 shares; 2025Q1: 10,530 shares; 2025Q2: 10,530 shares 10,530 $3.14M 0.03% 0 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: 15,188 shares; 2024Q4: 15,188 shares; 2025Q1: 15,188 shares; 2025Q2: 15,188 shares 15,188 $2.95M 0.03% 0 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,719 shares; 2024Q4: 46,719 shares; 2025Q1: 46,719 shares; 2025Q2: 46,719 shares 46,719 $2.89M 0.03% 0 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: not reported; 2024Q4: 12,588 shares; 2025Q1: 12,588 shares; 2025Q2: 12,588 shares 12,588 $2.86M 0.03% 0 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares 31,000 $2.85M 0.03% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,398 shares; 2024Q4: 10,398 shares; 2025Q1: 10,398 shares; 2025Q2: 10,398 shares 10,398 $2.85M 0.03% 0 Timeline EEM 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: 52,562 shares; 2024Q4: 52,101 shares; 2025Q1: 52,101 shares; 2025Q2: 52,101 shares 52,101 $2.51M 0.03% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,077 shares; 2024Q4: 49,077 shares; 2025Q1: 32,368 shares; 2025Q2: 32,365 shares 32,365 $2.45M 0.03% -3 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: 1,250 shares; 2024Q4: 5,391 shares; 2025Q1: 5,539 shares; 2025Q2: 5,539 shares 5,539 $2.43M 0.03% 0 Timeline CART MAPLEBEAR INC More: the full row for MAPLEBEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,563 shares; 2024Q4: 171,126 shares; 2025Q1: 85,563 shares; 2025Q2: 48,919 shares 48,919 $2.21M 0.02% -36,644 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 15,768 shares 15,768 $2.1M 0.02% new Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 20,000 shares; 2025Q2: 20,000 shares 20,000 $2.08M 0.02% 0 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: 25,352 shares; 2024Q4: 34,493 shares; 2025Q1: 32,989 shares; 2025Q2: 32,989 shares 32,989 $2.01M 0.02% 0 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121,772 shares; 2024Q4: 7,009 shares; 2025Q1: 7,009 shares; 2025Q2: 7,009 shares 7,009 $1.91M 0.02% 0 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,799 shares; 2024Q4: 2,799 shares; 2025Q1: 2,537 shares; 2025Q2: 2,525 shares 2,525 $1.9M 0.02% -12 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: 27,227 shares; 2024Q4: 27,227 shares; 2025Q1: 28,293 shares; 2025Q2: 28,293 shares 28,293 $1.9M 0.02% 0 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,150 shares; 2024Q4: 11,150 shares; 2025Q1: 11,150 shares; 2025Q2: 11,150 shares 11,150 $1.71M 0.02% 0 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,310 shares; 2024Q4: 4,310 shares; 2025Q1: 4,098 shares; 2025Q2: 4,098 shares 4,098 $1.59M 0.02% 0 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: 16,963 shares; 2024Q4: 11,645 shares; 2025Q1: 11,600 shares; 2025Q2: 11,600 shares 11,600 $1.58M 0.02% 0 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: 1,339,497 shares; 2024Q4: 39,814 shares; 2025Q1: 19,735 shares; 2025Q2: 7,887 shares 7,887 $1.56M 0.02% -11,848 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: 8,060 shares; 2024Q4: 8,060 shares; 2025Q1: 8,060 shares; 2025Q2: 8,060 shares 8,060 $1.5M 0.02% 0 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: 18,289 shares; 2024Q4: 18,728 shares; 2025Q1: 18,728 shares; 2025Q2: 18,728 shares 18,728 $1.47M 0.02% 0 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,791 shares; 2024Q4: 27,791 shares; 2025Q1: 27,791 shares; 2025Q2: 27,791 shares 27,791 $1.46M 0.02% 0 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,689 shares; 2024Q4: 4,689 shares; 2025Q1: 4,689 shares; 2025Q2: 4,689 shares 4,689 $1.43M 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,743 shares; 2024Q4: 7,743 shares; 2025Q1: 7,743 shares; 2025Q2: 7,743 shares 7,743 $1.42M 0.02% 0 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: 6,796 shares; 2024Q4: 6,449 shares; 2025Q1: 6,449 shares; 2025Q2: 6,449 shares 6,449 $1.41M 0.02% 0 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares 6,500 $1.4M 0.02% 0 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: 1,416 shares; 2024Q4: 1,386 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares 1,386 $1.24M 0.01% 0 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: 4,707 shares; 2024Q4: 4,562 shares; 2025Q1: 4,562 shares; 2025Q2: 4,562 shares 4,562 $1.22M 0.01% 0 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: 10,283 shares; 2024Q4: 10,283 shares; 2025Q1: 10,894 shares; 2025Q2: 10,652 shares 10,652 $1.15M 0.01% -242 Timeline DCI DONALDSON INC More: the full row for DONALDSON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,000 shares; 2024Q4: 16,000 shares; 2025Q1: 16,000 shares; 2025Q2: 16,000 shares 16,000 $1.11M 0.01% 0 Timeline PPLI PEOPLE INC More: the full row for PEOPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,357 shares; 2024Q4: 29,357 shares; 2025Q1: 29,357 shares; 2025Q2: 29,357 shares 29,357 $1.1M 0.01% 0 Timeline FG F&G ANNUITIES & LIFE INC More: the full row for F&G ANNUITIES & LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,384 shares; 2024Q4: 32,901 shares; 2025Q1: 32,901 shares; 2025Q2: 32,901 shares 32,901 $1.05M 0.01% 0 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: 8,117 shares; 2024Q4: 8,117 shares; 2025Q1: 8,117 shares; 2025Q2: 8,117 shares 8,117 $1.05M 0.01% 0 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: 3,312 shares; 2024Q4: 3,242 shares; 2025Q1: 3,242 shares; 2025Q2: 3,242 shares 3,242 $1.04M 0.01% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,424 shares; 2024Q4: 12,901 shares; 2025Q1: 12,901 shares; 2025Q2: 12,805 shares 12,805 $1.01M 0.01% -96 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: 54,070 shares; 2024Q4: 30,700 shares; 2025Q1: 26,163 shares; 2025Q2: 19,709 shares 19,709 $975K 0.01% -6,454 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: 4,649 shares; 2024Q4: 4,250 shares; 2025Q1: 4,250 shares; 2025Q2: 4,250 shares 4,250 $972K 0.01% 0 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: 3,750 shares; 2024Q4: 3,750 shares; 2025Q1: 3,750 shares; 2025Q2: 3,750 shares 3,750 $965K 0.01% 0 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: 5,464 shares; 2024Q4: 5,464 shares; 2025Q1: 5,464 shares; 2025Q2: 5,464 shares 5,464 $947K 0.01% 0 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: 5,439 shares; 2024Q4: 5,439 shares; 2025Q1: 5,439 shares; 2025Q2: 5,439 shares 5,439 $754K 0.01% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,666 shares; 2024Q4: 6,666 shares; 2025Q1: 6,666 shares; 2025Q2: 6,666 shares 6,666 $737K 0.01% 0 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH 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: 22,479 shares; 2024Q4: 22,479 shares; 2025Q1: 22,479 shares; 2025Q2: 22,479 shares 22,479 $694K 0.01% 0 Timeline ALCO ALICO INC More: the full row for ALICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,391 shares; 2024Q4: 40,391 shares; 2025Q1: 21,106 shares; 2025Q2: 21,106 shares 21,106 $690K 0.01% 0 Timeline IJK 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: 7,556 shares; 2024Q4: 7,556 shares; 2025Q1: 7,556 shares; 2025Q2: 7,556 shares 7,556 $687K 0.01% 0 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: 7,640 shares; 2024Q4: 7,640 shares; 2025Q1: 7,640 shares; 2025Q2: 7,640 shares 7,640 $686K 0.01% 0 Timeline IJT 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: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 5,000 shares 5,000 $665K 0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,168 shares 3,168 $663K 0.01% new Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,759 shares; 2024Q4: 11,759 shares; 2025Q1: 11,759 shares; 2025Q2: 11,759 shares 11,759 $650K 0.01% 0 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: 1,976 shares; 2024Q4: 1,976 shares; 2025Q1: 1,976 shares; 2025Q2: 1,976 shares 1,976 $630K 0.01% 0 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: 6,781 shares; 2024Q4: 6,781 shares; 2025Q1: 6,781 shares; 2025Q2: 6,781 shares 6,781 $604K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,574 shares; 2024Q4: 5,268 shares; 2025Q1: 5,268 shares; 2025Q2: 5,268 shares 5,268 $597K 0.01% 0 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,520 shares; 2024Q4: 10,520 shares; 2025Q1: 10,520 shares; 2025Q2: 10,520 shares 10,520 $589K 0.01% 0 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,987 shares; 2024Q4: 18,987 shares; 2025Q1: 18,987 shares; 2025Q2: 18,987 shares 18,987 $589K 0.01% 0 Timeline ALAB ASTERA LABS INC More: the full row for ASTERA LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,836 shares; 2024Q4: 6,463 shares; 2025Q1: 6,463 shares; 2025Q2: 6,463 shares 6,463 $584K 0.01% 0 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: 4,034 shares; 2024Q4: 4,034 shares; 2025Q1: 4,034 shares; 2025Q2: 3,944 shares 3,944 $556K 0.01% -90 Timeline ENSTAR GROUP LIMITED ENSTAR GROUP LIMITED More: the full row for ENSTAR GROUP LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,600 shares; 2024Q4: 1,600 shares; 2025Q1: 1,600 shares; 2025Q2: 1,600 shares 1,600 $538K 0.01% 0 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: 3,943 shares; 2024Q4: 3,943 shares; 2025Q1: 3,943 shares; 2025Q2: 3,943 shares 3,943 $531K 0.01% 0 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: 5,019 shares; 2024Q4: not reported; 2025Q1: 7,499 shares; 2025Q2: 7,439 shares 7,439 $528K 0.01% -60 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 262 shares; 2024Q4: 262 shares; 2025Q1: 262 shares; 2025Q2: 262 shares 262 $523K 0.01% 0 Timeline BIV 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: 6,549 shares; 2024Q4: 6,549 shares; 2025Q1: 6,549 shares; 2025Q2: 6,549 shares 6,549 $506K 0.01% 0 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: 2,278 shares; 2024Q4: 2,278 shares; 2025Q1: 2,278 shares; 2025Q2: 2,278 shares 2,278 $495K 0.01% 0 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,720 shares; 2024Q4: 1,720 shares; 2025Q1: 1,720 shares; 2025Q2: 1,720 shares 1,720 $492K 0.01% 0 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: 8,005 shares; 2024Q4: 8,005 shares; 2025Q1: 8,005 shares; 2025Q2: 8,005 shares 8,005 $490K 0.01% 0 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: 3,230 shares; 2024Q4: 3,200 shares; 2025Q1: 3,200 shares; 2025Q2: 3,200 shares 3,200 $487K 0.01% 0 Timeline BRZE BRAZE INC More: the full row for BRAZE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,154 shares; 2024Q4: 17,154 shares; 2025Q1: 17,154 shares; 2025Q2: 17,154 shares 17,154 $482K 0.01% 0 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,202 shares; 2024Q4: 3,202 shares; 2025Q1: 3,202 shares; 2025Q2: 3,202 shares 3,202 $472K 0.01% 0 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,813 shares; 2024Q4: 5,813 shares; 2025Q1: 5,813 shares; 2025Q2: 5,813 shares 5,813 $471K 0.01% 0 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,587 shares; 2024Q4: 177,515 shares; 2025Q1: 204,366 shares; 2025Q2: 3,459 shares 3,459 $465K 0.01% -200,907 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: 7,011 shares; 2024Q4: 1,848 shares; 2025Q1: 1,848 shares; 2025Q2: 1,848 shares 1,848 $431K <0.01% 0 Timeline IWS 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: 3,231 shares; 2024Q4: 3,231 shares; 2025Q1: 3,231 shares; 2025Q2: 3,231 shares 3,231 $427K <0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,520 shares; 2024Q4: 2,520 shares; 2025Q1: 2,520 shares; 2025Q2: 2,520 shares 2,520 $418K <0.01% 0 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 800 shares; 2024Q4: 800 shares; 2025Q1: 800 shares; 2025Q2: 800 shares 800 $408K <0.01% 0 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,589 shares; 2024Q4: 1,589 shares; 2025Q1: 1,589 shares; 2025Q2: 1,589 shares 1,589 $407K <0.01% 0 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: 3,318 shares; 2024Q4: 3,318 shares; 2025Q1: 3,318 shares; 2025Q2: 3,318 shares 3,318 $396K <0.01% 0 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: 2,961 shares; 2024Q4: 2,998 shares; 2025Q1: 2,961 shares; 2025Q2: 2,961 shares 2,961 $391K <0.01% 0 Timeline PCOR PROCORE TECHNOLOGIES INC More: the full row for PROCORE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,385 shares; 2024Q4: 4,785 shares; 2025Q1: 5,133 shares; 2025Q2: 5,133 shares 5,133 $351K <0.01% 0 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,408 shares; 2024Q4: 1,408 shares; 2025Q1: 1,408 shares; 2025Q2: 1,408 shares 1,408 $344K <0.01% 0 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: 178 shares; 2024Q4: 178 shares; 2025Q1: 178 shares; 2025Q2: 178 shares 178 $325K <0.01% 0 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,041 shares; 2024Q4: 2,041 shares; 2025Q1: 2,041 shares; 2025Q2: 2,017 shares 2,017 $318K <0.01% -24 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: 2,115 shares; 2024Q4: 2,158 shares; 2025Q1: 2,236 shares; 2025Q2: 2,196 shares 2,196 $312K <0.01% -40 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: 1,935 shares; 2024Q4: 1,935 shares; 2025Q1: 1,935 shares; 2025Q2: 1,935 shares 1,935 $308K <0.01% 0 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,610 shares; 2024Q4: 1,610 shares; 2025Q1: 1,610 shares; 2025Q2: 1,610 shares 1,610 $285K <0.01% 0 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,000 shares; 2024Q4: 3,000 shares; 2025Q1: 3,000 shares; 2025Q2: 3,000 shares 3,000 $278K <0.01% 0 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,696 shares; 2024Q4: 2,696 shares; 2025Q1: 2,696 shares; 2025Q2: 2,696 shares 2,696 $277K <0.01% 0 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,483 shares; 2024Q4: 1,483 shares; 2025Q1: 1,483 shares; 2025Q2: 1,483 shares 1,483 $271K <0.01% 0 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,914 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 666 shares 666 $270K <0.01% -32 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: 5,861 shares; 2024Q4: 5,861 shares; 2025Q1: 5,726 shares; 2025Q2: 5,364 shares 5,364 $254K <0.01% -362 Timeline UI UBIQUITI INC More: the full row for UBIQUITI 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: 616 shares; 2025Q1: not reported; 2025Q2: 616 shares 616 $254K <0.01% new 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: 4,808 shares; 2024Q4: 4,808 shares; 2025Q1: 4,808 shares; 2025Q2: 4,808 shares 4,808 $236K <0.01% 0 Timeline ANGI ANGI INC More: the full row for ANGI 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: not reported; 2025Q2: 15,414 shares 15,414 $235K <0.01% 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: 1,409 shares; 2024Q4: 1,388 shares; 2025Q1: 760 shares; 2025Q2: 760 shares 760 $234K <0.01% 0 Timeline IOT SAMSARA INC More: the full row for SAMSARA 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: not reported; 2025Q2: 5,613 shares 5,613 $223K <0.01% new 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: 1,000 shares; 2024Q4: not reported; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $223K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,493 shares 1,493 $218K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 270 shares 270 $207K <0.01% new 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: 34,912 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,653 shares 1,653 $205K <0.01% new Timeline VUSB 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: 4,089 shares; 2024Q4: 4,089 shares; 2025Q1: 4,089 shares; 2025Q2: 4,089 shares 4,089 $204K <0.01% 0 Timeline WULF TERAWULF INC More: the full row for TERAWULF INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,503 shares; 2024Q4: 18,503 shares; 2025Q1: 18,503 shares; 2025Q2: 18,503 shares 18,503 $81K <0.01% 0 Timeline VIMEO INC VIMEO INC More: the full row for VIMEO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,067 shares; 2024Q4: 15,067 shares; 2025Q1: 15,067 shares; 2025Q2: 15,067 shares 15,067 $60.9K <0.01% 0