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: 3,672,671 shares; 2024Q4: 3,970,705 shares; 2025Q1: 4,418,798 shares; 2025Q2: 4,445,297 shares 4,445,297 $2.21B 6.57% +26,499 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: 13,011,696 shares; 2024Q4: 10,485,482 shares; 2025Q1: 10,862,093 shares; 2025Q2: 11,703,510 shares 11,703,510 $1.85B 5.49% +841,417 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: 7,617,998 shares; 2024Q4: 7,605,883 shares; 2025Q1: 7,999,740 shares; 2025Q2: 8,364,241 shares 8,364,241 $1.47B 4.38% +364,501 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: 1,992,450 shares; 2024Q4: 2,063,196 shares; 2025Q1: 2,076,224 shares; 2025Q2: 1,853,769 shares 1,853,769 $1.37B 4.07% -222,455 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: 4,441,098 shares; 2024Q4: 4,809,212 shares; 2025Q1: 5,142,629 shares; 2025Q2: 5,139,131 shares 5,139,131 $1.05B 3.13% -3,498 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: 2,461,139 shares; 2024Q4: 2,660,453 shares; 2025Q1: 2,864,577 shares; 2025Q2: 2,840,778 shares 2,840,778 $1.01B 3% -23,799 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: 3,777,413 shares; 2024Q4: 4,050,605 shares; 2025Q1: 4,349,472 shares; 2025Q2: 4,325,257 shares 4,325,257 $949M 2.82% -24,215 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: 420,074 shares; 2024Q4: 556,217 shares; 2025Q1: 605,152 shares; 2025Q2: 642,877 shares 642,877 $861M 2.56% +37,725 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: 1,381,770 shares; 2024Q4: 1,531,667 shares; 2025Q1: 1,416,145 shares; 2025Q2: 1,344,722 shares 1,344,722 $831M 2.47% -71,423 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: 248,828 shares; 2024Q4: 3,222,585 shares; 2025Q1: 4,461,030 shares; 2025Q2: 4,526,400 shares 4,526,400 $721M 2.14% +65,370 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: 1,050,741 shares; 2024Q4: 1,133,780 shares; 2025Q1: 1,216,297 shares; 2025Q2: 1,259,427 shares 1,259,427 $708M 2.1% +43,130 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: 641,993 shares; 2024Q4: 745,161 shares; 2025Q1: 804,758 shares; 2025Q2: 801,922 shares 801,922 $625M 1.86% -2,836 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: 1,992,164 shares; 2024Q4: 2,127,083 shares; 2025Q1: 2,112,493 shares; 2025Q2: 2,097,281 shares 2,097,281 $608M 1.81% -15,212 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: 2,620,535 shares; 2024Q4: 2,927,729 shares; 2025Q1: 2,220,055 shares; 2025Q2: 2,085,727 shares 2,085,727 $575M 1.71% -134,328 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: 1,423,576 shares; 2024Q4: 1,649,413 shares; 2025Q1: 1,834,731 shares; 2025Q2: 1,865,338 shares 1,865,338 $498M 1.48% +30,607 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: 145,803 shares; 2024Q4: 827,979 shares; 2025Q1: 900,137 shares; 2025Q2: 899,071 shares 899,071 $422M 1.25% -1,066 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: 668,024 shares; 2024Q4: 721,271 shares; 2025Q1: 767,623 shares; 2025Q2: 761,861 shares 761,861 $401M 1.19% -5,762 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,087,856 shares; 2024Q4: 1,119,195 shares; 2025Q1: 1,214,229 shares; 2025Q2: 1,267,187 shares 1,267,187 $390M 1.16% +52,958 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: 233,073 shares; 2024Q4: 254,052 shares; 2025Q1: 277,174 shares; 2025Q2: 379,409 shares 379,409 $376M 1.12% +102,235 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: 29,300 shares; 2024Q4: 31,817 shares; 2025Q1: 34,006 shares; 2025Q2: 64,664 shares 64,664 $374M 1.11% +30,658 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: 1,460,469 shares; 2024Q4: 1,597,556 shares; 2025Q1: 1,707,545 shares; 2025Q2: 1,583,504 shares 1,583,504 $369M 1.1% -124,041 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: 792,902 shares; 2024Q4: 833,606 shares; 2025Q1: 641,448 shares; 2025Q2: 618,049 shares 618,049 $336M 1% -23,399 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: 90,526 shares; 2024Q4: 106,245 shares; 2025Q1: 424,824 shares; 2025Q2: 649,274 shares 649,274 $315M 0.94% +224,450 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: 425,172 shares; 2024Q4: 475,558 shares; 2025Q1: 761,293 shares; 2025Q2: 766,260 shares 766,260 $303M 0.9% +4,967 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: 2,131,147 shares; 2024Q4: 2,342,461 shares; 2025Q1: 3,005,655 shares; 2025Q2: 3,092,654 shares 3,092,654 $296M 0.88% +86,999 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: 1,751,453 shares; 2024Q4: 1,921,326 shares; 2025Q1: 2,421,167 shares; 2025Q2: 2,450,141 shares 2,450,141 $292M 0.87% +28,974 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: 1,996,435 shares; 2024Q4: 1,662,194 shares; 2025Q1: 1,820,202 shares; 2025Q2: 1,799,703 shares 1,799,703 $275M 0.82% -20,499 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: 1,758,270 shares; 2024Q4: 1,874,008 shares; 2025Q1: 2,135,100 shares; 2025Q2: 1,237,592 shares 1,237,592 $271M 0.8% -897,508 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: 1,815,817 shares; 2025Q1: 1,968,565 shares; 2025Q2: 2,758,497 shares 2,758,497 $269M 0.8% +789,932 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: 2,927,483 shares; 2024Q4: 3,284,521 shares; 2025Q1: 3,748,855 shares; 2025Q2: 3,786,671 shares 3,786,671 $268M 0.8% +37,816 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: 1,277,566 shares; 2024Q4: 1,340,857 shares; 2025Q1: 1,320,427 shares; 2025Q2: 1,336,533 shares 1,336,533 $264M 0.78% +16,106 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: 747,426 shares; 2024Q4: 817,065 shares; 2025Q1: 658,860 shares; 2025Q2: 647,995 shares 647,995 $251M 0.74% -10,865 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: 37,200 shares; 2024Q4: 420,257 shares; 2025Q1: 809,851 shares; 2025Q2: 808,680 shares 808,680 $249M 0.74% -1,171 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 934,459 shares; 2024Q4: 1,023,724 shares; 2025Q1: 1,426,639 shares; 2025Q2: 1,373,612 shares 1,373,612 $249M 0.74% -53,027 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: 998,721 shares; 2024Q4: 1,110,372 shares; 2025Q1: 2,865,204 shares; 2025Q2: 3,068,707 shares 3,068,707 $243M 0.72% +203,503 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: 1,406,569 shares; 2024Q4: 1,535,706 shares; 2025Q1: 1,633,898 shares; 2025Q2: 1,124,520 shares 1,124,520 $233M 0.69% -509,378 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,393,003 shares; 2024Q4: 3,723,392 shares; 2025Q1: 3,899,864 shares; 2025Q2: 2,575,781 shares 2,575,781 $230M 0.68% -1,324,083 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: 4,849 shares; 2024Q4: 768,588 shares; 2025Q1: 836,919 shares; 2025Q2: 867,506 shares 867,506 $223M 0.66% +30,587 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: 326,672 shares; 2024Q4: 136,567 shares; 2025Q1: 146,143 shares; 2025Q2: 401,532 shares 401,532 $222M 0.66% +255,389 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 569,348 shares; 2024Q4: 630,085 shares; 2025Q1: 713,139 shares; 2025Q2: 786,454 shares 786,454 $217M 0.64% +73,315 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: 250,875 shares; 2024Q4: 260,389 shares; 2025Q1: 287,065 shares; 2025Q2: 273,992 shares 273,992 $216M 0.64% -13,073 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: 1,006,872 shares; 2024Q4: 1,068,916 shares; 2025Q1: 1,225,957 shares; 2025Q2: 1,237,060 shares 1,237,060 $213M 0.63% +11,103 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: 830,670 shares; 2024Q4: 904,358 shares; 2025Q1: 962,728 shares; 2025Q2: 577,991 shares 577,991 $212M 0.63% -384,737 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: 1,024,933 shares; 2024Q4: 1,098,774 shares; 2025Q1: 1,159,360 shares; 2025Q2: 1,150,314 shares 1,150,314 $211M 0.63% -9,046 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: 246,950 shares; 2024Q4: 242,783 shares; 2025Q1: 2,162,704 shares; 2025Q2: 2,122,721 shares 2,122,721 $210M 0.62% -39,983 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: 76,949 shares; 2024Q4: 427,226 shares; 2025Q1: 462,442 shares; 2025Q2: 479,012 shares 479,012 $209M 0.62% +16,570 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: 621,982 shares; 2024Q4: 698,099 shares; 2025Q1: 594,809 shares; 2025Q2: 537,357 shares 537,357 $209M 0.62% -57,452 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: 232,097 shares; 2024Q4: 2,019,843 shares; 2025Q1: 2,194,302 shares; 2025Q2: 2,169,744 shares 2,169,744 $202M 0.6% -24,558 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: 1,487,993 shares; 2024Q4: 1,687,064 shares; 2025Q1: 1,807,428 shares; 2025Q2: 1,833,673 shares 1,833,673 $198M 0.59% +26,245 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: 109,972 shares; 2024Q4: 539,673 shares; 2025Q1: 601,069 shares; 2025Q2: 539,361 shares 539,361 $193M 0.57% -61,708 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: 1,037,944 shares; 2024Q4: 1,095,443 shares; 2025Q1: 1,278,327 shares; 2025Q2: 1,394,534 shares 1,394,534 $190M 0.56% +116,207 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: 11,953 shares; 2024Q4: 25,654 shares; 2025Q1: 736,699 shares; 2025Q2: 921,908 shares 921,908 $189M 0.56% +185,209 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: 1,212,694 shares; 2024Q4: 1,288,686 shares; 2025Q1: 1,498,156 shares; 2025Q2: 1,486,699 shares 1,486,699 $184M 0.55% -11,457 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: 487,631 shares; 2024Q4: 533,761 shares; 2025Q1: 573,039 shares; 2025Q2: 567,540 shares 567,540 $182M 0.54% -5,499 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: 335,645 shares; 2024Q4: 368,967 shares; 2025Q1: 398,031 shares; 2025Q2: 391,376 shares 391,376 $174M 0.52% -6,655 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: 1,305,633 shares; 2024Q4: 1,514,729 shares; 2025Q1: 909,238 shares; 2025Q2: 547,842 shares 547,842 $171M 0.51% -361,396 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: 68,886 shares; 2024Q4: 73,771 shares; 2025Q1: 82,205 shares; 2025Q2: 85,106 shares 85,106 $170M 0.51% +2,901 Timeline ADSK AUTODESK INC More: the full row for AUTODESK 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: 485,032 shares; 2025Q1: 528,624 shares; 2025Q2: 538,096 shares 538,096 $167M 0.49% +9,472 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: 1,567,136 shares; 2024Q4: 1,711,829 shares; 2025Q1: 1,821,919 shares; 2025Q2: 1,834,619 shares 1,834,619 $165M 0.49% +12,700 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: 86,681 shares; 2024Q4: 489,109 shares; 2025Q1: 531,855 shares; 2025Q2: 542,047 shares 542,047 $162M 0.48% +10,192 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,641 shares; 2024Q4: 502,077 shares; 2025Q1: 544,530 shares; 2025Q2: 581,669 shares 581,669 $155M 0.46% +37,139 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: 439,813 shares; 2024Q4: 442,828 shares; 2025Q1: 480,393 shares; 2025Q2: 376,568 shares 376,568 $153M 0.45% -103,825 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 616,705 shares; 2024Q4: 4,375,839 shares; 2025Q1: 4,506,853 shares; 2025Q2: 5,443,355 shares 5,443,355 $151M 0.45% +936,502 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: 541,776 shares; 2024Q4: 577,972 shares; 2025Q1: 629,428 shares; 2025Q2: 622,148 shares 622,148 $148M 0.44% -7,280 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 701,215 shares; 2024Q4: 782,819 shares; 2025Q1: 842,798 shares; 2025Q2: 471,540 shares 471,540 $147M 0.44% -371,258 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,612 shares; 2024Q4: 243,306 shares; 2025Q1: 252,183 shares; 2025Q2: 340,622 shares 340,622 $144M 0.43% +88,439 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: 628,378 shares; 2024Q4: 775,085 shares; 2025Q1: 870,862 shares; 2025Q2: 878,047 shares 878,047 $140M 0.42% +7,185 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: 17,561 shares; 2024Q4: 808,953 shares; 2025Q1: 866,496 shares; 2025Q2: 864,660 shares 864,660 $140M 0.42% -1,836 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: 105,951 shares; 2025Q1: 125,624 shares; 2025Q2: 131,181 shares 131,181 $138M 0.41% +5,557 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,408 shares; 2024Q4: 1,112,401 shares; 2025Q1: 1,460,330 shares; 2025Q2: 1,786,943 shares 1,786,943 $133M 0.39% +326,613 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,797,532 shares; 2024Q4: 1,938,786 shares; 2025Q1: 2,206,206 shares; 2025Q2: 1,448,778 shares 1,448,778 $132M 0.39% -757,428 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32 shares; 2024Q4: 35 shares; 2025Q1: 231,001 shares; 2025Q2: 221,461 shares 221,461 $128M 0.38% -9,540 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,313 shares; 2024Q4: 646,692 shares; 2025Q1: 756,054 shares; 2025Q2: 756,336 shares 756,336 $128M 0.38% +282 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,276 shares; 2024Q4: 223,841 shares; 2025Q1: 236,911 shares; 2025Q2: 233,263 shares 233,263 $125M 0.37% -3,648 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: 2,210,749 shares; 2024Q4: 2,336,579 shares; 2025Q1: 2,549,881 shares; 2025Q2: 2,666,486 shares 2,666,486 $123M 0.37% +116,605 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: 1,707,792 shares; 2024Q4: 1,430,482 shares; 2025Q1: 1,248,911 shares; 2025Q2: 1,236,490 shares 1,236,490 $121M 0.36% -12,421 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: 457,479 shares; 2024Q4: 482,541 shares; 2025Q1: 522,196 shares; 2025Q2: 521,811 shares 521,811 $120M 0.36% -385 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: 407,687 shares; 2024Q4: 444,035 shares; 2025Q1: 461,554 shares; 2025Q2: 495,203 shares 495,203 $113M 0.34% +33,649 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: 669,200 shares; 2024Q4: 744,549 shares; 2025Q1: 832,921 shares; 2025Q2: 835,760 shares 835,760 $111M 0.33% +2,839 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 429,605 shares; 2024Q4: 443,965 shares; 2025Q1: 472,175 shares; 2025Q2: 444,791 shares 444,791 $110M 0.33% -27,384 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: 511,358 shares; 2024Q4: 524,035 shares; 2025Q1: 568,935 shares; 2025Q2: 687,257 shares 687,257 $107M 0.32% +118,322 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: 29,659 shares; 2024Q4: 541,741 shares; 2025Q1: 483,191 shares; 2025Q2: 467,108 shares 467,108 $106M 0.31% -16,083 Timeline MCHI 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: 4,009 shares; 2024Q4: 4,307 shares; 2025Q1: 1,746,582 shares; 2025Q2: 1,795,059 shares 1,795,059 $98.9M 0.29% +48,477 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: 835,190 shares; 2024Q4: 893,256 shares; 2025Q1: 826,301 shares; 2025Q2: 865,363 shares 865,363 $95.2M 0.28% +39,062 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: 772,933 shares; 2024Q4: 730,311 shares; 2025Q1: 786,266 shares; 2025Q2: 792,752 shares 792,752 $94.8M 0.28% +6,486 Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,371,615 shares; 2024Q4: 4,605,315 shares; 2025Q1: 5,294,070 shares; 2025Q2: 5,282,949 shares 5,282,949 $88.5M 0.26% -11,121 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 154,599 shares; 2024Q4: 262,298 shares; 2025Q1: 292,958 shares; 2025Q2: 301,178 shares 301,178 $88.4M 0.26% +8,220 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: 2,170,888 shares; 2024Q4: 2,292,481 shares; 2025Q1: 2,608,941 shares; 2025Q2: 2,654,925 shares 2,654,925 $87.8M 0.26% +45,984 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: 325,979 shares; 2024Q4: 894,086 shares; 2025Q1: 959,171 shares; 2025Q2: 966,670 shares 966,670 $84.3M 0.25% +7,499 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: 467,039 shares; 2024Q4: 516,740 shares; 2025Q1: 535,539 shares; 2025Q2: 564,389 shares 564,389 $80.8M 0.24% +28,850 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD 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: 1,924,419 shares 1,924,419 $79.6M 0.24% new 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: 675 shares; 2024Q4: 241,686 shares; 2025Q1: 274,599 shares; 2025Q2: 285,167 shares 285,167 $77.9M 0.23% +10,568 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: 1,055,032 shares; 2024Q4: 1,002,739 shares; 2025Q1: 1,102,627 shares; 2025Q2: 1,081,847 shares 1,081,847 $76.9M 0.23% -20,780 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: 40,098 shares; 2024Q4: 39,835 shares; 2025Q1: 40,136 shares; 2025Q2: 72,662 shares 72,662 $74.7M 0.22% +32,526 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,372 shares; 2024Q4: 12,214 shares; 2025Q1: 104,936 shares; 2025Q2: 751,320 shares 751,320 $72.2M 0.21% +646,384 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: 100,700 shares; 2024Q4: 286,388 shares; 2025Q1: 322,163 shares; 2025Q2: 323,806 shares 323,806 $70.7M 0.21% +1,643 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: 1,109,429 shares; 2024Q4: 1,556,680 shares; 2025Q1: 1,723,619 shares; 2025Q2: 1,544,226 shares 1,544,226 $69.9M 0.21% -179,393 Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,555 shares; 2024Q4: 3,228,211 shares; 2025Q1: 3,643,258 shares; 2025Q2: 3,735,550 shares 3,735,550 $69.2M 0.21% +92,292 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: 520,681 shares; 2024Q4: 559,554 shares; 2025Q1: 624,263 shares; 2025Q2: 616,264 shares 616,264 $65M 0.19% -7,999 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: 319,595 shares; 2024Q4: 314,687 shares; 2025Q1: 319,954 shares; 2025Q2: 237,864 shares 237,864 $64.9M 0.19% -82,090 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: 520,668 shares; 2024Q4: 555,927 shares; 2025Q1: 586,389 shares; 2025Q2: 595,033 shares 595,033 $60.1M 0.18% +8,644 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: 156,512 shares; 2024Q4: 240,945 shares; 2025Q1: 835,692 shares; 2025Q2: 863,787 shares 863,787 $60M 0.18% +28,095 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: 123,632 shares; 2024Q4: 131,965 shares; 2025Q1: 141,782 shares; 2025Q2: 151,724 shares 151,724 $59M 0.18% +9,942 Timeline LOGI LOGITECH INTL S A More: the full row for LOGITECH INTL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,555 shares; 2024Q4: 748,580 shares; 2025Q1: 664,469 shares; 2025Q2: 779,821 shares 779,821 $58.6M 0.17% +115,352 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: 732,627 shares; 2024Q4: 787,003 shares; 2025Q1: 894,765 shares; 2025Q2: 894,765 shares 894,765 $58.5M 0.17% 0 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: 163,551 shares; 2024Q4: 162,570 shares; 2025Q1: 179,760 shares; 2025Q2: 180,222 shares 180,222 $48.6M 0.14% +462 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 144,933 shares; 2024Q4: 155,690 shares; 2025Q1: 322,643 shares; 2025Q2: 373,263 shares 373,263 $48M 0.14% +50,620 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,573 shares; 2024Q4: 263,256 shares; 2025Q1: 268,613 shares; 2025Q2: 466,924 shares 466,924 $47.9M 0.14% +198,311 Timeline HLN HALEON PLC More: the full row for HALEON PLC 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: 3,765,864 shares; 2025Q1: 4,171,756 shares; 2025Q2: 4,291,096 shares 4,291,096 $44.5M 0.13% +119,340 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: 374,907 shares; 2024Q4: 412,494 shares; 2025Q1: 350,458 shares; 2025Q2: 342,137 shares 342,137 $44M 0.13% -8,321 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: 124,694 shares; 2024Q4: 125,793 shares; 2025Q1: 139,929 shares; 2025Q2: 150,378 shares 150,378 $43.9M 0.13% +10,449 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: 481,811 shares; 2024Q4: 509,942 shares; 2025Q1: 559,827 shares; 2025Q2: 497,590 shares 497,590 $40.1M 0.12% -62,237 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: 208,403 shares; 2024Q4: 226,044 shares; 2025Q1: 70,459 shares; 2025Q2: 69,717 shares 69,717 $39.6M 0.12% -742 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: 262,914 shares; 2024Q4: 274,317 shares; 2025Q1: 295,291 shares; 2025Q2: 274,327 shares 274,327 $37.4M 0.11% -20,964 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,523 shares; 2024Q4: 337,867 shares; 2025Q1: 384,025 shares; 2025Q2: 384,025 shares 384,025 $37.4M 0.11% 0 Timeline IEUR 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: 189,563 shares; 2024Q4: 195,930 shares; 2025Q1: 457,400 shares; 2025Q2: 521,984 shares 521,984 $34.6M 0.1% +64,584 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,577 shares; 2024Q4: 441,904 shares; 2025Q1: 402,382 shares; 2025Q2: 370,242 shares 370,242 $34M 0.1% -32,140 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: 173,658 shares; 2024Q4: 183,165 shares; 2025Q1: 196,731 shares; 2025Q2: 191,697 shares 191,697 $34M 0.1% -5,034 Timeline EMB 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: 282,301 shares; 2024Q4: 305,754 shares; 2025Q1: 328,175 shares; 2025Q2: 331,812 shares 331,812 $30.7M 0.09% +3,637 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: 96,822 shares; 2024Q4: 98,255 shares; 2025Q1: 78,497 shares; 2025Q2: 70,295 shares 70,295 $29.6M 0.09% -8,202 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: 370,083 shares; 2024Q4: 375,080 shares; 2025Q1: 294,666 shares; 2025Q2: 273,941 shares 273,941 $29M 0.09% -20,725 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: not reported; 2024Q4: 38,000 shares; 2025Q1: 284,256 shares; 2025Q2: 305,808 shares 305,808 $28.1M 0.08% +21,552 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: 290,110 shares; 2024Q4: 291,426 shares; 2025Q1: 277,725 shares; 2025Q2: 260,823 shares 260,823 $28M 0.08% -16,902 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: 55,861 shares; 2024Q4: 57,641 shares; 2025Q1: 58,192 shares; 2025Q2: 53,343 shares 53,343 $27.2M 0.08% -4,849 Timeline EEMA 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: 168,080 shares; 2024Q4: 180,555 shares; 2025Q1: 323,387 shares; 2025Q2: 323,387 shares 323,387 $26.7M 0.08% 0 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: 24,294 shares; 2024Q4: 38,270 shares; 2025Q1: 36,757 shares; 2025Q2: 33,926 shares 33,926 $26M 0.08% -2,831 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: 218,970 shares; 2024Q4: 245,776 shares; 2025Q1: 306,265 shares; 2025Q2: 305,131 shares 305,131 $26M 0.08% -1,134 Timeline EWZ 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: not reported; 2024Q4: not reported; 2025Q1: 888,195 shares; 2025Q2: 897,139 shares 897,139 $25.9M 0.08% +8,944 Timeline DECK DECKERS OUTDOOR CORP More: the full row for DECKERS OUTDOOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 173,942 shares; 2024Q4: 196,051 shares; 2025Q1: 217,336 shares; 2025Q2: 248,830 shares 248,830 $25.6M 0.08% +31,494 Timeline INDA 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: 20,842 shares; 2025Q1: 35,860 shares; 2025Q2: 459,880 shares 459,880 $25.6M 0.08% +424,020 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: 607,077 shares; 2024Q4: 367,376 shares; 2025Q1: 350,360 shares; 2025Q2: 356,508 shares 356,508 $24.7M 0.07% +6,148 Timeline ARGT 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: 277 shares; 2025Q1: 283,055 shares; 2025Q2: 284,421 shares 284,421 $24.1M 0.07% +1,366 Timeline EWH 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,210,055 shares 1,210,055 $24M 0.07% new Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,224 shares; 2024Q4: 70,852 shares; 2025Q1: 74,577 shares; 2025Q2: 71,589 shares 71,589 $23.5M 0.07% -2,988 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,259 shares; 2024Q4: 116,074 shares; 2025Q1: 136,644 shares; 2025Q2: 140,688 shares 140,688 $23.3M 0.07% +4,044 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 198,306 shares; 2024Q4: 208,199 shares; 2025Q1: 169,583 shares; 2025Q2: 134,171 shares 134,171 $23.1M 0.07% -35,412 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,990 shares; 2024Q4: 77,124 shares; 2025Q1: 287,138 shares; 2025Q2: 302,529 shares 302,529 $22.9M 0.07% +15,391 Timeline ROL ROLLINS INC More: the full row for ROLLINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 309,882 shares; 2024Q4: 465,743 shares; 2025Q1: 498,790 shares; 2025Q2: 405,328 shares 405,328 $22.9M 0.07% -93,462 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: 186,346 shares; 2024Q4: 170,751 shares; 2025Q1: 164,106 shares; 2025Q2: 162,670 shares 162,670 $22.8M 0.07% -1,436 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: 139,800 shares; 2024Q4: 208,607 shares; 2025Q1: 240,168 shares; 2025Q2: 248,696 shares 248,696 $22.8M 0.07% +8,528 Timeline BWXT BWX TECHNOLOGIES INC More: the full row for BWX TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 181,941 shares; 2024Q4: 176,856 shares; 2025Q1: 171,362 shares; 2025Q2: 157,177 shares 157,177 $22.6M 0.07% -14,185 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: 500,658 shares; 2024Q4: 574,748 shares; 2025Q1: 881,819 shares; 2025Q2: 918,857 shares 918,857 $22.3M 0.07% +37,038 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: 78,477 shares; 2024Q4: 79,771 shares; 2025Q1: 82,258 shares; 2025Q2: 75,663 shares 75,663 $21.8M 0.06% -6,595 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,120 shares; 2024Q4: 87,732 shares; 2025Q1: 97,025 shares; 2025Q2: 98,678 shares 98,678 $21.6M 0.06% +1,653 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: 572,117 shares; 2024Q4: 636,213 shares; 2025Q1: 700,868 shares; 2025Q2: 731,550 shares 731,550 $21.2M 0.06% +30,682 Timeline CEMB 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: 327,325 shares; 2024Q4: 352,191 shares; 2025Q1: 394,697 shares; 2025Q2: 462,366 shares 462,366 $21M 0.06% +67,669 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: 524,313 shares; 2024Q4: 546,162 shares; 2025Q1: 514,130 shares; 2025Q2: 485,536 shares 485,536 $21M 0.06% -28,594 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: not reported; 2024Q4: 22,300 shares; 2025Q1: 162,376 shares; 2025Q2: 175,880 shares 175,880 $20.8M 0.06% +13,504 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: 322,453 shares; 2024Q4: 45,120 shares; 2025Q1: 35,016 shares; 2025Q2: 22,716 shares 22,716 $20.3M 0.06% -12,300 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: 42,112 shares; 2024Q4: 40,861 shares; 2025Q1: 39,778 shares; 2025Q2: 38,382 shares 38,382 $19.5M 0.06% -1,396 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,200,987 shares; 2024Q4: 1,342,528 shares; 2025Q1: 201,826 shares; 2025Q2: 186,674 shares 186,674 $19.4M 0.06% -15,152 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: 187,757 shares; 2024Q4: 240,150 shares; 2025Q1: 254,726 shares; 2025Q2: 211,727 shares 211,727 $18.8M 0.06% -42,999 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: 372,027 shares; 2024Q4: 375,498 shares; 2025Q1: 386,234 shares; 2025Q2: 378,984 shares 378,984 $18.6M 0.06% -7,250 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: not reported; 2024Q4: 29,197 shares; 2025Q1: 206,394 shares; 2025Q2: 219,351 shares 219,351 $18.5M 0.05% +12,957 Timeline DT DYNATRACE INC More: the full row for DYNATRACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 177,642 shares; 2024Q4: 202,825 shares; 2025Q1: 356,964 shares; 2025Q2: 319,588 shares 319,588 $17.6M 0.05% -37,376 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 348,672 shares; 2024Q4: 354,110 shares; 2025Q1: 230,899 shares; 2025Q2: 203,635 shares 203,635 $16.9M 0.05% -27,264 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: 54,969 shares; 2024Q4: 58,765 shares; 2025Q1: 109,662 shares; 2025Q2: 154,145 shares 154,145 $16.9M 0.05% +44,483 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 179,183 shares; 2024Q4: 169,169 shares; 2025Q1: 256,304 shares; 2025Q2: 224,951 shares 224,951 $16.8M 0.05% -31,353 Timeline AAXJ 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: 188,938 shares; 2024Q4: 212,938 shares; 2025Q1: 209,088 shares; 2025Q2: 202,627 shares 202,627 $16.7M 0.05% -6,461 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: 56,258 shares; 2024Q4: 58,409 shares; 2025Q1: 64,844 shares; 2025Q2: 67,626 shares 67,626 $16.7M 0.05% +2,782 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: 12,508 shares; 2024Q4: 13,579 shares; 2025Q1: 10,452 shares; 2025Q2: 9,123 shares 9,123 $16.7M 0.05% -1,329 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: 578,520 shares; 2024Q4: 621,385 shares; 2025Q1: 701,386 shares; 2025Q2: 126,138 shares 126,138 $16.7M 0.05% -575,248 Timeline HYBB 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: 201,355 shares; 2024Q4: 216,300 shares; 2025Q1: 247,458 shares; 2025Q2: 344,895 shares 344,895 $16.2M 0.05% +97,437 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: 40,383 shares; 2024Q4: 47,217 shares; 2025Q1: 50,497 shares; 2025Q2: 49,913 shares 49,913 $15.9M 0.05% -584 Timeline CPAY CORPAY INC More: the full row for CORPAY 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: 41,447 shares; 2025Q1: 52,647 shares; 2025Q2: 47,216 shares 47,216 $15.7M 0.05% -5,431 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,358 shares; 2024Q4: 57,018 shares; 2025Q1: 107,194 shares; 2025Q2: 67,190 shares 67,190 $15.7M 0.05% -40,004 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 182,341 shares; 2024Q4: 436,415 shares; 2025Q1: 479,774 shares; 2025Q2: 118,897 shares 118,897 $15.4M 0.05% -360,877 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 316 shares; 2024Q4: 340 shares; 2025Q1: 47,112 shares; 2025Q2: 42,071 shares 42,071 $14.7M 0.04% -5,041 Timeline URTH 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: 162,202 shares; 2024Q4: 184,631 shares; 2025Q1: 117,261 shares; 2025Q2: 84,860 shares 84,860 $14.4M 0.04% -32,401 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,283 shares; 2024Q4: 49,808 shares; 2025Q1: 58,046 shares; 2025Q2: 35,309 shares 35,309 $14.3M 0.04% -22,737 Timeline VRIG 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: not reported; 2024Q4: not reported; 2025Q1: 556,493 shares; 2025Q2: 553,728 shares 553,728 $13.9M 0.04% -2,765 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: 123,100 shares; 2024Q4: 141,327 shares; 2025Q1: 84,157 shares; 2025Q2: 74,354 shares 74,354 $13.8M 0.04% -9,803 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,786 shares; 2024Q4: 55,863 shares; 2025Q1: 58,606 shares; 2025Q2: 55,666 shares 55,666 $13.2M 0.04% -2,940 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: 83,237 shares; 2024Q4: 120,727 shares; 2025Q1: 91,391 shares; 2025Q2: 94,326 shares 94,326 $12.7M 0.04% +2,935 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: 449,163 shares; 2024Q4: 481,107 shares; 2025Q1: 51,394 shares; 2025Q2: 36,606 shares 36,606 $12.2M 0.04% -14,788 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: 62,368 shares; 2024Q4: 61,725 shares; 2025Q1: 58,459 shares; 2025Q2: 55,628 shares 55,628 $12.1M 0.04% -2,831 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: 252,719 shares; 2024Q4: 262,919 shares; 2025Q1: 232,496 shares; 2025Q2: 189,274 shares 189,274 $11.8M 0.04% -43,222 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,283 shares; 2024Q4: 77,538 shares; 2025Q1: 85,248 shares; 2025Q2: 65,576 shares 65,576 $11.8M 0.03% -19,672 Timeline EWL 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: 341,125 shares; 2024Q4: 357,288 shares; 2025Q1: 178,058 shares; 2025Q2: 211,278 shares 211,278 $11.6M 0.03% +33,220 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD 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: 1,408 shares; 2025Q1: 2,174 shares; 2025Q2: 55,284 shares 55,284 $11.5M 0.03% +53,110 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: 171,864 shares; 2024Q4: 174,329 shares; 2025Q1: 91,713 shares; 2025Q2: 89,215 shares 89,215 $11M 0.03% -2,498 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: not reported; 2024Q4: 35,241 shares; 2025Q1: 34,956 shares; 2025Q2: 31,301 shares 31,301 $11M 0.03% -3,655 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: 168,682 shares; 2024Q4: 165,829 shares; 2025Q1: 157,880 shares; 2025Q2: 144,262 shares 144,262 $10.9M 0.03% -13,618 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 34,696 shares 34,696 $10.9M 0.03% new 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: 98,053 shares; 2024Q4: 31,943 shares; 2025Q1: 31,619 shares; 2025Q2: 64,522 shares 64,522 $10.7M 0.03% +32,903 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: 69,653 shares; 2024Q4: 76,066 shares; 2025Q1: 86,143 shares; 2025Q2: 88,959 shares 88,959 $10.2M 0.03% +2,816 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: 42,791 shares; 2024Q4: 47,581 shares; 2025Q1: 52,032 shares; 2025Q2: 53,783 shares 53,783 $9.98M 0.03% +1,751 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: not reported; 2024Q4: 154 shares; 2025Q1: 170 shares; 2025Q2: 13,405 shares 13,405 $9.82M 0.03% +13,235 Timeline EMHY 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: 199,225 shares; 2024Q4: 214,012 shares; 2025Q1: 239,423 shares; 2025Q2: 239,423 shares 239,423 $9.33M 0.03% 0 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB 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: not reported; 2025Q1: 66,240 shares; 2025Q2: 62,026 shares 62,026 $9.08M 0.03% -4,214 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: 38,411 shares; 2024Q4: 44,870 shares; 2025Q1: 74,010 shares; 2025Q2: 62,224 shares 62,224 $9.05M 0.03% -11,786 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,158 shares; 2024Q4: 20,797 shares; 2025Q1: 19,989 shares; 2025Q2: 16,369 shares 16,369 $8.99M 0.03% -3,620 Timeline CIEN CIENA CORP More: the full row for CIENA 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: not reported; 2025Q1: 112,723 shares; 2025Q2: 110,468 shares 110,468 $8.98M 0.03% -2,255 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,251 shares; 2024Q4: 65,987 shares; 2025Q1: 62,800 shares; 2025Q2: 59,094 shares 59,094 $8.94M 0.03% -3,706 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: 13,817 shares; 2024Q4: 15,803 shares; 2025Q1: 32,110 shares; 2025Q2: 31,780 shares 31,780 $8.86M 0.03% -330 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED 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: 163,306 shares; 2025Q1: 185,408 shares; 2025Q2: 182,973 shares 182,973 $8.8M 0.03% -2,435 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 95,464 shares; 2024Q4: 127,436 shares; 2025Q1: 141,182 shares; 2025Q2: 112,321 shares 112,321 $8.78M 0.03% -28,861 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,441 shares; 2024Q4: 13,070 shares; 2025Q1: 8,774 shares; 2025Q2: 7,227 shares 7,227 $8.49M 0.03% -1,547 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,323 shares; 2024Q4: 36,067 shares; 2025Q1: 35,988 shares; 2025Q2: 20,729 shares 20,729 $8.47M 0.03% -15,259 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: 48,897 shares; 2024Q4: 55,711 shares; 2025Q1: 53,284 shares; 2025Q2: 44,429 shares 44,429 $8.33M 0.02% -8,855 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,822 shares; 2024Q4: 147,530 shares; 2025Q1: 233,070 shares; 2025Q2: 214,944 shares 214,944 $8.15M 0.02% -18,126 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,033 shares; 2024Q4: 138,956 shares; 2025Q1: 161,529 shares; 2025Q2: 164,946 shares 164,946 $7.93M 0.02% +3,417 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: 4,312 shares; 2024Q4: 4,638 shares; 2025Q1: 29,734 shares; 2025Q2: 25,127 shares 25,127 $7.89M 0.02% -4,607 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,932 shares; 2024Q4: 33,930 shares; 2025Q1: 16,074 shares; 2025Q2: 13,126 shares 13,126 $7.78M 0.02% -2,948 Timeline LNTH LANTHEUS HLDGS INC More: the full row for LANTHEUS HLDGS 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: 65,070 shares; 2025Q1: 62,677 shares; 2025Q2: 92,744 shares 92,744 $7.59M 0.02% +30,067 Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD 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: 23,960 shares 23,960 $7.54M 0.02% new Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,840 shares; 2024Q4: 92,471 shares; 2025Q1: 88,972 shares; 2025Q2: 83,106 shares 83,106 $7.25M 0.02% -5,866 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO 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: 98,251 shares; 2025Q2: 168,427 shares 168,427 $7.07M 0.02% +70,176 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: 88,755 shares; 2024Q4: 83,955 shares; 2025Q1: 80,000 shares; 2025Q2: 75,841 shares 75,841 $6.98M 0.02% -4,159 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE 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: 56,680 shares; 2025Q1: 61,230 shares; 2025Q2: 64,712 shares 64,712 $6.89M 0.02% +3,482 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: not reported; 2024Q4: not reported; 2025Q1: 21,786 shares; 2025Q2: 18,081 shares 18,081 $6.75M 0.02% -3,705 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,695 shares; 2024Q4: 103,987 shares; 2025Q1: 99,603 shares; 2025Q2: 83,060 shares 83,060 $6.68M 0.02% -16,543 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 796 shares; 2024Q4: 909 shares; 2025Q1: 993 shares; 2025Q2: 891 shares 891 $6.58M 0.02% -102 Timeline EZU 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: 93,905 shares; 2024Q4: 99,827 shares; 2025Q1: 114,339 shares; 2025Q2: 110,419 shares 110,419 $6.56M 0.02% -3,920 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: 54,314 shares; 2024Q4: 306,330 shares; 2025Q1: 146,324 shares; 2025Q2: 124,069 shares 124,069 $6.55M 0.02% -22,255 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: not reported; 2024Q4: not reported; 2025Q1: 55 shares; 2025Q2: 12,031 shares 12,031 $6.42M 0.02% +11,976 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,493 shares; 2024Q4: 100,515 shares; 2025Q1: 42,974 shares; 2025Q2: 35,665 shares 35,665 $6.42M 0.02% -7,309 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 64,580 shares; 2024Q4: 77,582 shares; 2025Q1: 74,950 shares; 2025Q2: 61,080 shares 61,080 $6.36M 0.02% -13,870 Timeline APTV APTIV PLC More: the full row for APTIV PLC 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: 100,458 shares; 2025Q1: 96,083 shares; 2025Q2: 92,820 shares 92,820 $6.33M 0.02% -3,263 Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,501 shares; 2024Q4: 35,984 shares; 2025Q1: 34,582 shares; 2025Q2: 28,489 shares 28,489 $6.23M 0.02% -6,093 Timeline VRRM VERRA MOBILITY CORP More: the full row for VERRA MOBILITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 273,533 shares; 2024Q4: 310,567 shares; 2025Q1: 294,056 shares; 2025Q2: 244,304 shares 244,304 $6.2M 0.02% -49,752 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,356 shares; 2024Q4: 3,762 shares; 2025Q1: 75,136 shares; 2025Q2: 62,632 shares 62,632 $6.2M 0.02% -12,504 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 52,024 shares; 2024Q4: 59,222 shares; 2025Q1: 57,934 shares; 2025Q2: 28,265 shares 28,265 $6.15M 0.02% -29,669 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: 26,123 shares; 2024Q4: 28,652 shares; 2025Q1: 15,522 shares; 2025Q2: 9,793 shares 9,793 $6.08M 0.02% -5,729 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: 1,113 shares; 2024Q4: 362,372 shares; 2025Q1: 727,315 shares; 2025Q2: 33,425 shares 33,425 $6.07M 0.02% -693,890 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: 42,613 shares; 2024Q4: 44,575 shares; 2025Q1: 42,349 shares; 2025Q2: 37,942 shares 37,942 $6.04M 0.02% -4,407 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,261 shares; 2024Q4: 34,580 shares; 2025Q1: 32,959 shares; 2025Q2: 13,456 shares 13,456 $6.02M 0.02% -19,503 Timeline CCC CCC INTELLIGENT SOLUTIONS HL More: the full row for CCC INTELLIGENT SOLUTIONS HL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,155,366 shares; 2024Q4: 1,332,305 shares; 2025Q1: 760,019 shares; 2025Q2: 628,312 shares 628,312 $5.91M 0.02% -131,707 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 110,329 shares; 2025Q1: 64,640 shares; 2025Q2: 53,891 shares 53,891 $5.81M 0.02% -10,749 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,022 shares 14,022 $5.75M 0.02% new 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: 312,211 shares; 2024Q4: 297,512 shares; 2025Q1: 327,395 shares; 2025Q2: 40,136 shares 40,136 $5.7M 0.02% -287,259 Timeline FTV FORTIVE CORP More: the full row for FORTIVE 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: 5,104 shares; 2025Q1: 129,458 shares; 2025Q2: 109,001 shares 109,001 $5.68M 0.02% -20,457 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: 70,376 shares; 2024Q4: 72,519 shares; 2025Q1: 83,716 shares; 2025Q2: 76,281 shares 76,281 $5.67M 0.02% -7,435 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,257 shares; 2024Q4: 153,547 shares; 2025Q1: 161,073 shares; 2025Q2: 169,030 shares 169,030 $5.66M 0.02% +7,957 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: not reported; 2024Q4: 1,060 shares; 2025Q1: 1,717 shares; 2025Q2: 21,844 shares 21,844 $5.64M 0.02% +20,127 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,255 shares; 2024Q4: 70,143 shares; 2025Q1: 35,809 shares; 2025Q2: 30,359 shares 30,359 $5.33M 0.02% -5,450 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: 26,754 shares; 2024Q4: 27,993 shares; 2025Q1: not reported; 2025Q2: 88,136 shares 88,136 $5.29M 0.02% new Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL 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: 11,346 shares; 2025Q2: 9,209 shares 9,209 $5.28M 0.02% -2,137 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: not reported; 2024Q4: 11,642 shares; 2025Q1: 30,853 shares; 2025Q2: 46,502 shares 46,502 $5.27M 0.02% +15,649 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: 15,384 shares; 2024Q4: 20,578 shares; 2025Q1: 5,357 shares; 2025Q2: 17,891 shares 17,891 $5.27M 0.02% +12,534 Timeline KVUE KENVUE INC More: the full row for KENVUE 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: 770 shares; 2025Q1: 1,920 shares; 2025Q2: 250,803 shares 250,803 $5.25M 0.02% +248,883 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL 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: 15,377 shares; 2025Q2: 12,810 shares 12,810 $5.21M 0.02% -2,567 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: not reported; 2024Q4: not reported; 2025Q1: 6,569 shares; 2025Q2: 6,291 shares 6,291 $5.21M 0.02% -278 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 124,059 shares; 2024Q4: 151,172 shares; 2025Q1: 145,427 shares; 2025Q2: 55,421 shares 55,421 $5.04M 0.01% -90,006 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,678 shares; 2024Q4: 11,585 shares; 2025Q1: 58,408 shares; 2025Q2: 49,375 shares 49,375 $4.98M 0.01% -9,033 Timeline DB DEUTSCHE BK AG More: the full row for DEUTSCHE BK AG 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: 81,286 shares; 2025Q1: 140,667 shares; 2025Q2: 195,574 shares 195,574 $4.92M 0.01% +54,907 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: 55,152 shares; 2024Q4: 62,335 shares; 2025Q1: 26,606 shares; 2025Q2: 22,898 shares 22,898 $4.81M 0.01% -3,708 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: 9,199 shares; 2024Q4: 10,626 shares; 2025Q1: 12,645 shares; 2025Q2: 13,690 shares 13,690 $4.8M 0.01% +1,045 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: 15,840 shares; 2024Q4: 16,691 shares; 2025Q1: 18,298 shares; 2025Q2: 19,509 shares 19,509 $4.73M 0.01% +1,211 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: 34,285 shares; 2024Q4: 39,449 shares; 2025Q1: 12,106 shares; 2025Q2: 9,738 shares 9,738 $4.71M 0.01% -2,368 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 158,964 shares; 2024Q4: 184,802 shares; 2025Q1: 200,862 shares; 2025Q2: 208,028 shares 208,028 $4.66M 0.01% +7,166 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 131,451 shares; 2025Q1: 141,380 shares; 2025Q2: 136,695 shares 136,695 $4.6M 0.01% -4,685 Timeline CBZ CBIZ INC More: the full row for CBIZ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,924 shares; 2024Q4: 152,368 shares; 2025Q1: 77,514 shares; 2025Q2: 62,974 shares 62,974 $4.52M 0.01% -14,540 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: 70,141 shares; 2025Q1: 93,561 shares; 2025Q2: 81,369 shares 81,369 $4.5M 0.01% -12,192 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: not reported; 2024Q4: not reported; 2025Q1: 49,109 shares; 2025Q2: 39,886 shares 39,886 $4.42M 0.01% -9,223 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,309 shares; 2024Q4: 44,484 shares; 2025Q1: 44,443 shares; 2025Q2: 35,299 shares 35,299 $4.39M 0.01% -9,144 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 18,059 shares 18,059 $4.39M 0.01% new Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,070 shares; 2024Q4: 158 shares; 2025Q1: 27 shares; 2025Q2: 5,987 shares 5,987 $4.38M 0.01% +5,960 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC 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: 1,499 shares; 2025Q1: 36,162 shares; 2025Q2: 30,327 shares 30,327 $4.37M 0.01% -5,835 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,619 shares; 2025Q2: 8,490 shares 8,490 $4.35M 0.01% -129 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: 24,473 shares; 2024Q4: 19,199 shares; 2025Q1: 19,208 shares; 2025Q2: 15,500 shares 15,500 $4.33M 0.01% -3,708 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: 47,887 shares; 2024Q4: 76,964 shares; 2025Q1: 59,882 shares; 2025Q2: 73,790 shares 73,790 $4.3M 0.01% +13,908 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,394 shares; 2024Q4: 1,893 shares; 2025Q1: 52 shares; 2025Q2: 40,656 shares 40,656 $4.29M 0.01% +40,604 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 73,206 shares; 2025Q1: 80,923 shares; 2025Q2: 81,004 shares 81,004 $4.22M 0.01% +81 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,795 shares; 2024Q4: 51,868 shares; 2025Q1: 49,735 shares; 2025Q2: 21,292 shares 21,292 $4.2M 0.01% -28,443 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: 19,907 shares; 2024Q4: 22,832 shares; 2025Q1: 11,587 shares; 2025Q2: 7,547 shares 7,547 $4.2M 0.01% -4,040 Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,236 shares; 2024Q4: 86,038 shares; 2025Q1: 97,430 shares; 2025Q2: 100,425 shares 100,425 $4.12M 0.01% +2,995 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA 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: 24,863 shares 24,863 $4.06M 0.01% new Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN 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: 29,622 shares; 2025Q2: 24,491 shares 24,491 $3.97M 0.01% -5,131 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: 1,253 shares; 2024Q4: 1,337 shares; 2025Q1: 27,836 shares; 2025Q2: 21,646 shares 21,646 $3.97M 0.01% -6,190 Timeline CNM CORE & MAIN INC More: the full row for CORE & MAIN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,697 shares; 2024Q4: 228,726 shares; 2025Q1: 75,858 shares; 2025Q2: 63,126 shares 63,126 $3.81M 0.01% -12,732 Timeline EWJ 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: 21,784 shares; 2024Q4: 33,621 shares; 2025Q1: 51,380 shares; 2025Q2: 50,492 shares 50,492 $3.79M 0.01% -888 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: 8,921 shares; 2024Q4: 9,576 shares; 2025Q1: 10,944 shares; 2025Q2: 12,290 shares 12,290 $3.75M 0.01% +1,346 Timeline CLBT CELLEBRITE DI LTD More: the full row for CELLEBRITE DI LTD 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: 365,833 shares; 2025Q1: 355,956 shares; 2025Q2: 231,052 shares 231,052 $3.7M 0.01% -124,904 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 658 shares; 2024Q4: 707 shares; 2025Q1: 22,761 shares; 2025Q2: 22,075 shares 22,075 $3.63M 0.01% -686 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,640 shares; 2024Q4: 2,907 shares; 2025Q1: 6,345 shares; 2025Q2: 28,448 shares 28,448 $3.61M 0.01% +22,103 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR 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: 18,979 shares; 2025Q1: 21,026 shares; 2025Q2: 20,917 shares 20,917 $3.6M 0.01% -109 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: 6,922 shares; 2024Q4: 18,143 shares; 2025Q1: 20,686 shares; 2025Q2: 22,300 shares 22,300 $3.59M 0.01% +1,614 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: 234,608 shares; 2024Q4: 254,957 shares; 2025Q1: 17,963 shares; 2025Q2: 6,288 shares 6,288 $3.56M 0.01% -11,675 Timeline VERX VERTEX INC More: the full row for VERTEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,719 shares; 2024Q4: 215,102 shares; 2025Q1: 151,284 shares; 2025Q2: 100,838 shares 100,838 $3.56M 0.01% -50,446 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: 44,733 shares; 2024Q4: 68,974 shares; 2025Q1: 64,820 shares; 2025Q2: 72,820 shares 72,820 $3.51M 0.01% +8,000 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD 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: 41,250 shares; 2025Q1: 41,020 shares; 2025Q2: 41,393 shares 41,393 $3.17M 0.01% +373 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,642,471 shares; 2024Q4: 48,796 shares; 2025Q1: 47,211 shares; 2025Q2: 38,683 shares 38,683 $3.13M 0.01% -8,528 Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,230 shares; 2024Q4: 73,638 shares; 2025Q1: 21,489 shares; 2025Q2: 20,659 shares 20,659 $3M 0.01% -830 Timeline SE SEA LTD More: the full row for SEA LTD 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: 13,339 shares; 2025Q1: 19,017 shares; 2025Q2: 18,650 shares 18,650 $2.98M 0.01% -367 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,590 shares; 2024Q4: 98,269 shares; 2025Q1: 105,523 shares; 2025Q2: 104,712 shares 104,712 $2.89M 0.01% -811 Timeline WAY WAYSTAR HLDG CORP More: the full row for WAYSTAR HLDG 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: not reported; 2025Q1: not reported; 2025Q2: 65,329 shares 65,329 $2.67M 0.01% new Timeline VLUE 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: 34,915 shares; 2024Q4: 55,527 shares; 2025Q1: 34,194 shares; 2025Q2: 22,413 shares 22,413 $2.54M 0.01% -11,781 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: 23,854 shares; 2024Q4: 25,606 shares; 2025Q1: 28,239 shares; 2025Q2: 28,318 shares 28,318 $2.52M 0.01% +79 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: 1,522 shares; 2024Q4: 1,536 shares; 2025Q1: 3,971 shares; 2025Q2: 11,366 shares 11,366 $2.38M 0.01% +7,395 Timeline ERIE ERIE INDTY CO More: the full row for ERIE INDTY CO 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: 6,788 shares 6,788 $2.35M 0.01% new Timeline GMF SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,051 shares; 2024Q4: 15,042 shares; 2025Q1: 16,600 shares; 2025Q2: 18,300 shares 18,300 $2.31M 0.01% +1,700 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,555 shares; 2024Q4: 13,206 shares; 2025Q1: 45,004 shares; 2025Q2: 40,213 shares 40,213 $2.26M 0.01% -4,791 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: 43,169 shares; 2024Q4: 47,435 shares; 2025Q1: 52,258 shares; 2025Q2: 47,487 shares 47,487 $2.25M 0.01% -4,771 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,426 shares; 2024Q4: 56,281 shares; 2025Q1: 53,857 shares; 2025Q2: 18,941 shares 18,941 $2.21M 0.01% -34,916 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: 634 shares; 2025Q1: 47 shares; 2025Q2: 14,983 shares 14,983 $2.19M 0.01% +14,936 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: 12,025 shares; 2024Q4: 12,778 shares; 2025Q1: 13,432 shares; 2025Q2: 11,106 shares 11,106 $2.17M 0.01% -2,326 Timeline BB BLACKBERRY LTD More: the full row for BLACKBERRY LTD 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: 294,066 shares; 2025Q1: 468,314 shares; 2025Q2: 343,076 shares 343,076 $2.15M 0.01% -125,238 Timeline PBR PETROLEO BRASILEIRO S A More: the full row for PETROLEO BRASILEIRO 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: 117,551 shares; 2025Q1: 170,000 shares; 2025Q2: 170,000 shares 170,000 $2.13M 0.01% 0 Timeline BGRN 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: 29,693 shares; 2024Q4: 31,897 shares; 2025Q1: 35,200 shares; 2025Q2: 42,700 shares 42,700 $2.04M 0.01% +7,500 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: not reported; 2024Q4: 17,221 shares; 2025Q1: 18,011 shares; 2025Q2: 17,091 shares 17,091 $1.97M 0.01% -920 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: 11,116 shares; 2024Q4: 11,711 shares; 2025Q1: 14,456 shares; 2025Q2: 12,602 shares 12,602 $1.92M 0.01% -1,854 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP 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: 22,243 shares; 2025Q1: 23,405 shares; 2025Q2: 22,958 shares 22,958 $1.9M 0.01% -447 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: 37,876 shares; 2024Q4: 55,090 shares; 2025Q1: 52,094 shares; 2025Q2: 23,008 shares 23,008 $1.78M 0.01% -29,086 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: 13,647 shares; 2024Q4: 13,121 shares; 2025Q1: 8,705 shares; 2025Q2: 7,709 shares 7,709 $1.75M 0.01% -996 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: 2,688 shares; 2024Q4: 3,096 shares; 2025Q1: 3,416 shares; 2025Q2: 3,415 shares 3,415 $1.71M 0.01% -1 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,427 shares; 2024Q4: 1,650 shares; 2025Q1: 17,341 shares; 2025Q2: 15,824 shares 15,824 $1.66M <0.01% -1,517 Timeline IVLU 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: 61,222 shares; 2024Q4: 127,151 shares; 2025Q1: 49,428 shares; 2025Q2: 49,428 shares 49,428 $1.63M <0.01% 0 Timeline RAL RALLIANT CORP More: the full row for RALLIANT 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: not reported; 2025Q1: not reported; 2025Q2: 32,877 shares 32,877 $1.59M <0.01% new 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: 50,321 shares; 2024Q4: 14,241 shares; 2025Q1: 14,435 shares; 2025Q2: 13,658 shares 13,658 $1.51M <0.01% -777 Timeline SW SMURFIT WESTROCK PLC More: the full row for SMURFIT WESTROCK PLC 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: 39,214 shares; 2025Q1: 42,258 shares; 2025Q2: 34,566 shares 34,566 $1.49M <0.01% -7,692 Timeline MOS MOSAIC CO More: the full row for MOSAIC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,582 shares; 2024Q4: 36,998 shares; 2025Q1: 40,397 shares; 2025Q2: 40,640 shares 40,640 $1.48M <0.01% +243 Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,780 shares; 2024Q4: 6,749 shares; 2025Q1: 6,612 shares; 2025Q2: 6,708 shares 6,708 $1.48M <0.01% +96 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: 3,355 shares; 2024Q4: 338,554 shares; 2025Q1: 6,701 shares; 2025Q2: 6,701 shares 6,701 $1.45M <0.01% 0 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,775 shares; 2024Q4: 5,130 shares; 2025Q1: 5,661 shares; 2025Q2: 5,661 shares 5,661 $1.43M <0.01% 0 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,567 shares; 2024Q4: 27,506 shares; 2025Q1: 23,984 shares; 2025Q2: 24,314 shares 24,314 $1.42M <0.01% +330 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 841 shares; 2024Q4: 903 shares; 2025Q1: 9,399 shares; 2025Q2: 9,402 shares 9,402 $1.39M <0.01% +3 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,438 shares; 2024Q4: 34,501 shares; 2025Q1: 29,372 shares; 2025Q2: 18,233 shares 18,233 $1.39M <0.01% -11,139 Timeline FLSW 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: 29,626 shares; 2024Q4: 31,824 shares; 2025Q1: 35,120 shares; 2025Q2: 35,120 shares 35,120 $1.33M <0.01% 0 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: 748 shares; 2024Q4: 893 shares; 2025Q1: 1,840 shares; 2025Q2: 1,796 shares 1,796 $1.27M <0.01% -44 Timeline IGOV 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: 17,816 shares; 2024Q4: 19,053 shares; 2025Q1: 26,958 shares; 2025Q2: 29,432 shares 29,432 $1.27M <0.01% +2,474 Timeline IBND 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: 26,421 shares; 2024Q4: 34,726 shares; 2025Q1: 36,499 shares; 2025Q2: 38,911 shares 38,911 $1.27M <0.01% +2,412 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,612 shares; 2024Q4: 31,351 shares; 2025Q1: 30,640 shares; 2025Q2: 2,453 shares 2,453 $1.26M <0.01% -28,187 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: 8,487 shares; 2024Q4: 9,182 shares; 2025Q1: 9,848 shares; 2025Q2: 9,849 shares 9,849 $1.25M <0.01% +1 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: not reported; 2024Q4: not reported; 2025Q1: 220 shares; 2025Q2: 310 shares 310 $1.15M <0.01% +90 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 14,487 shares; 2025Q1: 15,995 shares; 2025Q2: 16,006 shares 16,006 $1.12M <0.01% +11 Timeline FEZ SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,014 shares; 2024Q4: 8,609 shares; 2025Q1: 9,500 shares; 2025Q2: 18,700 shares 18,700 $1.12M <0.01% +9,200 Timeline LEMB 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: 23,102 shares; 2024Q4: 24,816 shares; 2025Q1: 27,386 shares; 2025Q2: 27,386 shares 27,386 $1.11M <0.01% 0 Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,007 shares; 2024Q4: 25,417 shares; 2025Q1: 25,192 shares; 2025Q2: 24,575 shares 24,575 $1.1M <0.01% -617 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: 6,748 shares; 2024Q4: 7,249 shares; 2025Q1: 8,000 shares; 2025Q2: 8,879 shares 8,879 $1.1M <0.01% +879 Timeline SLQD 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: 18,170 shares; 2024Q4: 19,519 shares; 2025Q1: 21,540 shares; 2025Q2: 21,540 shares 21,540 $1.09M <0.01% 0 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: 18,319 shares; 2024Q4: 41,396 shares; 2025Q1: 21,717 shares; 2025Q2: 21,717 shares 21,717 $1.07M <0.01% 0 Timeline SPYD 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: 20,920 shares; 2024Q4: 22,473 shares; 2025Q1: 24,800 shares; 2025Q2: 24,800 shares 24,800 $1.05M <0.01% 0 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,657 shares; 2024Q4: 2,854 shares; 2025Q1: 3,150 shares; 2025Q2: 3,150 shares 3,150 $1.04M <0.01% 0 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: 6,500 shares; 2024Q4: 6,500 shares; 2025Q1: 6,500 shares; 2025Q2: 6,500 shares 6,500 $1.04M <0.01% 0 Timeline XBI 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: 12,667 shares; 2024Q4: 13,154 shares; 2025Q1: 15,683 shares; 2025Q2: 12,183 shares 12,183 $1.01M <0.01% -3,500 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: 9,250 shares; 2024Q4: 9,936 shares; 2025Q1: 10,987 shares; 2025Q2: 11,017 shares 11,017 $1M <0.01% +30 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,520 shares; 2024Q4: 13,853 shares; 2025Q1: 15,252 shares; 2025Q2: 14,453 shares 14,453 $982K <0.01% -799 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 635 shares 635 $966K <0.01% new Timeline NTRA NATERA INC More: the full row for NATERA 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: 5,604 shares; 2025Q2: 5,606 shares 5,606 $947K <0.01% +2 Timeline EWQ 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: 11,719 shares; 2024Q4: 33,868 shares; 2025Q1: 22,043 shares; 2025Q2: 22,043 shares 22,043 $943K <0.01% 0 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,453 shares; 2024Q4: 5,612 shares; 2025Q1: 5,612 shares; 2025Q2: 5,612 shares 5,612 $943K <0.01% 0 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501 shares; 2024Q4: 362 shares; 2025Q1: not reported; 2025Q2: 1,318 shares 1,318 $921K <0.01% new 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: 16,761 shares; 2024Q4: 19,433 shares; 2025Q1: 20,750 shares; 2025Q2: 8,599 shares 8,599 $866K <0.01% -12,151 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: 73,615 shares; 2024Q4: 46,496 shares; 2025Q1: 4,436 shares; 2025Q2: 4,437 shares 4,437 $811K <0.01% +1 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: 5,178 shares; 2024Q4: 5,852 shares; 2025Q1: 7,463 shares; 2025Q2: 6,473 shares 6,473 $794K <0.01% -990 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,354 shares; 2024Q4: 24,013 shares; 2025Q1: 26,500 shares; 2025Q2: 26,500 shares 26,500 $782K <0.01% 0 Timeline KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,763 shares 4,763 $780K <0.01% new Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,833 shares; 2024Q4: 8,584 shares; 2025Q1: 9,870 shares; 2025Q2: 9,903 shares 9,903 $773K <0.01% +33 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: 6,327 shares; 2024Q4: 6,796 shares; 2025Q1: 7,500 shares; 2025Q2: 10,470 shares 10,470 $771K <0.01% +2,970 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: 18,558 shares; 2024Q4: 17,217 shares; 2025Q1: 14,500 shares; 2025Q2: 14,500 shares 14,500 $765K <0.01% 0 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: 6,162 shares; 2024Q4: 6,620 shares; 2025Q1: 8,110 shares; 2025Q2: 8,110 shares 8,110 $737K <0.01% 0 Timeline TMDX TRANSMEDICS GROUP INC More: the full row for TRANSMEDICS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,710 shares; 2024Q4: 5,403 shares; 2025Q1: 6,030 shares; 2025Q2: 5,452 shares 5,452 $731K <0.01% -578 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS 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: 4,553 shares 4,553 $718K <0.01% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,989 shares; 2024Q4: 118,280 shares; 2025Q1: 3,283 shares; 2025Q2: 1,300 shares 1,300 $681K <0.01% -1,983 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,643 shares; 2024Q4: 18,282 shares; 2025Q1: 17,844 shares; 2025Q2: 9,169 shares 9,169 $671K <0.01% -8,675 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: 16,313 shares; 2024Q4: 17,566 shares; 2025Q1: 18,221 shares; 2025Q2: 16,727 shares 16,727 $665K <0.01% -1,494 Timeline SUSB 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: 21,932 shares; 2024Q4: 23,560 shares; 2025Q1: 26,000 shares; 2025Q2: 26,000 shares 26,000 $654K <0.01% 0 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 748 shares; 2025Q1: 2,924 shares; 2025Q2: 2,974 shares 2,974 $633K <0.01% +50 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: 5,425 shares; 2024Q4: 5,828 shares; 2025Q1: 6,175 shares; 2025Q2: 6,175 shares 6,175 $613K <0.01% 0 Timeline FER FERROVIAL NV More: the full row for FERROVIAL NV 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: 10,578 shares; 2025Q1: 11,162 shares; 2025Q2: 13,271 shares 13,271 $601K <0.01% +2,109 Timeline EWU 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: 9,330 shares; 2024Q4: 10,023 shares; 2025Q1: 15,118 shares; 2025Q2: 15,118 shares 15,118 $600K <0.01% 0 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,000 shares 7,000 $596K <0.01% new Timeline BP BP PLC More: the full row for BP PLC 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: 16,335 shares; 2025Q1: 15,389 shares; 2025Q2: 19,815 shares 19,815 $593K <0.01% +4,426 Timeline PPLT ABRDN PLATINUM ETF TRUST More: the full row for ABRDN PLATINUM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 850 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,822 shares 4,822 $592K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,650 shares 2,650 $591K <0.01% new 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: 3,534 shares; 2024Q4: 3,796 shares; 2025Q1: 4,196 shares; 2025Q2: 4,205 shares 4,205 $585K <0.01% +9 Timeline CPRI CAPRI HOLDINGS LIMITED More: the full row for CAPRI HOLDINGS LIMITED 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: 29,258 shares; 2025Q1: 34,090 shares; 2025Q2: 32,908 shares 32,908 $582K <0.01% -1,182 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS 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: 1,550 shares 1,550 $581K <0.01% new 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: not reported; 2024Q4: 655 shares; 2025Q1: 723 shares; 2025Q2: 723 shares 723 $579K <0.01% 0 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED 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: 115,893 shares; 2025Q2: 112,881 shares 112,881 $568K <0.01% -3,012 Timeline BYND BEYOND MEAT INC More: the full row for BEYOND MEAT 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: 162,000 shares; 2025Q2: 162,000 shares 162,000 $565K <0.01% 0 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,730 shares; 2024Q4: 3,051 shares; 2025Q1: 3,521 shares; 2025Q2: 3,123 shares 3,123 $563K <0.01% -398 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY 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: not reported; 2025Q1: 869 shares; 2025Q2: 3,546 shares 3,546 $546K <0.01% +2,677 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: 5,821 shares; 2024Q4: 6,253 shares; 2025Q1: 6,900 shares; 2025Q2: 6,900 shares 6,900 $543K <0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX 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: not reported; 2025Q1: 9,276 shares; 2025Q2: 9,664 shares 9,664 $542K <0.01% +388 Timeline VCYT VERACYTE INC More: the full row for VERACYTE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,463 shares; 2024Q4: 20,964 shares; 2025Q1: 21,366 shares; 2025Q2: 19,193 shares 19,193 $519K <0.01% -2,173 Timeline IBB 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: 104,971 shares; 2024Q4: 102,897 shares; 2025Q1: 4,981 shares; 2025Q2: 4,083 shares 4,083 $517K <0.01% -898 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 996,115 shares; 2024Q4: 15,290 shares; 2025Q1: 5,832 shares; 2025Q2: 7,333 shares 7,333 $516K <0.01% +1,501 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,390 shares; 2024Q4: 4,335 shares; 2025Q1: 7,093 shares; 2025Q2: 6,902 shares 6,902 $514K <0.01% -191 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: 4,471 shares; 2024Q4: 4,803 shares; 2025Q1: 3,800 shares; 2025Q2: 3,800 shares 3,800 $512K <0.01% 0 Timeline TLK TELEKOMUNIKASI IND More: the full row for TELEKOMUNIKASI IND 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: 29,276 shares; 2025Q1: 32,234 shares; 2025Q2: 30,019 shares 30,019 $509K <0.01% -2,215 Timeline TOST TOAST INC More: the full row for TOAST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,619 shares; 2024Q4: 12,354 shares; 2025Q1: 13,636 shares; 2025Q2: 11,416 shares 11,416 $506K <0.01% -2,220 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 666 shares; 2024Q4: 716 shares; 2025Q1: 790 shares; 2025Q2: 6,918 shares 6,918 $496K <0.01% +6,128 Timeline IFRA 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: 8,857 shares; 2024Q4: 9,515 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $492K <0.01% 0 Timeline WTS WATTS WATER TECHNOLOGIES INC More: the full row for WATTS WATER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,812 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $492K <0.01% 0 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: 710 shares; 2024Q4: 780 shares; 2025Q1: 863 shares; 2025Q2: 919 shares 919 $486K <0.01% +56 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 752,489 shares; 2024Q4: 13,590 shares; 2025Q1: 8,708 shares; 2025Q2: 8,909 shares 8,909 $484K <0.01% +201 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,569 shares; 2024Q4: 21,178 shares; 2025Q1: 18,523 shares; 2025Q2: 9,624 shares 9,624 $474K <0.01% -8,899 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,387 shares 5,387 $473K <0.01% new Timeline MWA MUELLER WTR PRODS INC More: the full row for MUELLER WTR PRODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,028 shares; 2024Q4: 17,217 shares; 2025Q1: 19,000 shares; 2025Q2: 19,000 shares 19,000 $457K <0.01% 0 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,180 shares; 2024Q4: 4,110 shares; 2025Q1: 6,885 shares; 2025Q2: 6,183 shares 6,183 $454K <0.01% -702 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: not reported; 2024Q4: 1,185 shares; 2025Q1: 1,557 shares; 2025Q2: 1,561 shares 1,561 $452K <0.01% +4 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,635 shares; 2024Q4: 4,980 shares; 2025Q1: 8,000 shares; 2025Q2: 17,008 shares 17,008 $451K <0.01% +9,008 Timeline TTEK TETRA TECH INC NEW More: the full row for TETRA TECH INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,089 shares; 2024Q4: 24,388 shares; 2025Q1: 12,500 shares; 2025Q2: 12,500 shares 12,500 $449K <0.01% 0 Timeline ITRI ITRON INC More: the full row for ITRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,868 shares; 2024Q4: 3,081 shares; 2025Q1: 3,400 shares; 2025Q2: 3,400 shares 3,400 $448K <0.01% 0 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: 4,253 shares; 2024Q4: 6,356 shares; 2025Q1: 5,458 shares; 2025Q2: 5,472 shares 5,472 $438K <0.01% +14 Timeline ACLS AXCELIS TECHNOLOGIES INC More: the full row for AXCELIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,986 shares; 2024Q4: 6,503 shares; 2025Q1: 6,878 shares; 2025Q2: 6,282 shares 6,282 $438K <0.01% -596 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: 3,700 shares; 2024Q4: 3,975 shares; 2025Q1: 4,395 shares; 2025Q2: 4,407 shares 4,407 $425K <0.01% +12 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW 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: 6,650 shares 6,650 $417K <0.01% new Timeline LSCC LATTICE SEMICONDUCTOR CORP More: the full row for LATTICE SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,365 shares; 2024Q4: 8,977 shares; 2025Q1: 9,236 shares; 2025Q2: 8,442 shares 8,442 $414K <0.01% -794 Timeline COR CENCORA INC More: the full row for CENCORA 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: 1,378 shares 1,378 $413K <0.01% new 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares 2,000 $409K <0.01% new Timeline DOCN DIGITALOCEAN HLDGS INC More: the full row for DIGITALOCEAN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,413 shares; 2024Q4: 15,453 shares; 2025Q1: 15,726 shares; 2025Q2: 14,093 shares 14,093 $402K <0.01% -1,633 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: 6,947 shares; 2024Q4: 7,060 shares; 2025Q1: 2,458 shares; 2025Q2: 2,435 shares 2,435 $396K <0.01% -23 Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,296 shares; 2025Q2: 15,580 shares 15,580 $395K <0.01% +284 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,399 shares; 2024Q4: 9,703 shares; 2025Q1: 1,253 shares; 2025Q2: 491 shares 491 $390K <0.01% -762 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,170 shares; 2025Q1: 5,676 shares; 2025Q2: 3,621 shares 3,621 $382K <0.01% -2,055 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: not reported; 2024Q4: 13,349 shares; 2025Q1: 14,630 shares; 2025Q2: 14,718 shares 14,718 $373K <0.01% +88 Timeline CM CANADIAN IMPERIAL BANK OF CO More: the full row for CANADIAN IMPERIAL BANK OF CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 3,244 shares; 2025Q1: 5,188 shares; 2025Q2: 3,799 shares 3,799 $367K <0.01% -1,389 Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,557 shares 6,557 $367K <0.01% new 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: 2,521 shares; 2024Q4: 2,281 shares; 2025Q1: 2,735 shares; 2025Q2: 2,589 shares 2,589 $365K <0.01% -146 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: 2,388 shares; 2024Q4: 1,883 shares; 2025Q1: 1,981 shares; 2025Q2: 1,985 shares 1,985 $364K <0.01% +4 Timeline BIDU BAIDU INC More: the full row for BAIDU 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: 2,749 shares; 2025Q1: 3,038 shares; 2025Q2: 4,045 shares 4,045 $347K <0.01% +1,007 Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,388 shares; 2024Q4: 3,469 shares; 2025Q1: 3,627 shares; 2025Q2: 3,284 shares 3,284 $339K <0.01% -343 Timeline NGD NEW GOLD INC More: the full row for NEW GOLD 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: 43,042 shares; 2025Q1: 67,991 shares; 2025Q2: 50,002 shares 50,002 $339K <0.01% -17,989 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: 4,887 shares; 2024Q4: 5,249 shares; 2025Q1: 4,932 shares; 2025Q2: 4,944 shares 4,944 $333K <0.01% +12 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,674 shares; 2024Q4: 26,505 shares; 2025Q1: 29,250 shares; 2025Q2: 29,250 shares 29,250 $326K <0.01% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP 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: 2,248 shares; 2025Q1: 2,507 shares; 2025Q2: 1,895 shares 1,895 $320K <0.01% -612 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: 5,188 shares; 2024Q4: 8,921 shares; 2025Q1: 7,963 shares; 2025Q2: 5,853 shares 5,853 $307K <0.01% -2,110 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: 12,122 shares; 2024Q4: 12,191 shares; 2025Q1: 2,013 shares; 2025Q2: 1,343 shares 1,343 $301K <0.01% -670 Timeline ZGN ERMENEGILDO ZEGNA N V More: the full row for ERMENEGILDO ZEGNA 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: 35,000 shares; 2025Q2: 35,000 shares 35,000 $299K <0.01% 0 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: not reported; 2024Q4: 5,440 shares; 2025Q1: 7,287 shares; 2025Q2: 8,847 shares 8,847 $299K <0.01% +1,560 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,323 shares; 2024Q4: 2,119 shares; 2025Q1: 2,340 shares; 2025Q2: 2,451 shares 2,451 $289K <0.01% +111 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: 2,145 shares; 2024Q4: 2,325 shares; 2025Q1: 2,570 shares; 2025Q2: 2,167 shares 2,167 $278K <0.01% -403 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: not reported; 2024Q4: 12,288 shares; 2025Q1: 8,478 shares; 2025Q2: 1,882 shares 1,882 $267K <0.01% -6,596 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,004 shares; 2024Q4: 4,321 shares; 2025Q1: 4,798 shares; 2025Q2: 4,029 shares 4,029 $258K <0.01% -769 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: 6,313 shares; 2024Q4: 6,150 shares; 2025Q1: 5,696 shares; 2025Q2: 5,705 shares 5,705 $247K <0.01% +9 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: 547,545 shares; 2024Q4: 588,184 shares; 2025Q1: 3,842 shares; 2025Q2: 3,842 shares 3,842 $244K <0.01% 0 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: 3,010 shares; 2025Q1: 3,301 shares; 2025Q2: 2,598 shares 2,598 $243K <0.01% -703 Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,695 shares; 2024Q4: 26,549 shares; 2025Q1: 29,415 shares; 2025Q2: 13,250 shares 13,250 $242K <0.01% -16,165 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: not reported; 2024Q4: 1,812 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $242K <0.01% 0 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,687 shares; 2024Q4: 1,812 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $230K <0.01% 0 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 5,195 shares; 2025Q1: 4,949 shares; 2025Q2: 3,961 shares 3,961 $228K <0.01% -988 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,020 shares; 2025Q1: 5,950 shares; 2025Q2: 2,255 shares 2,255 $226K <0.01% -3,695 Timeline EWC 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: 11,149 shares; 2024Q4: 11,977 shares; 2025Q1: 4,883 shares; 2025Q2: 4,883 shares 4,883 $226K <0.01% 0 Timeline CRSP CRISPR THERAPEUTICS AG More: the full row for CRISPR THERAPEUTICS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 4,861 shares; 2025Q1: 5,473 shares; 2025Q2: 4,635 shares 4,635 $225K <0.01% -838 Timeline IYH 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: 3,332 shares; 2024Q4: 3,579 shares; 2025Q1: 3,950 shares; 2025Q2: 3,950 shares 3,950 $223K <0.01% 0 Timeline ALB ALBEMARLE CORP More: the full row for ALBEMARLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,694 shares; 2024Q4: 5,025 shares; 2025Q1: 5,548 shares; 2025Q2: 3,545 shares 3,545 $222K <0.01% -2,003 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: 538 shares; 2024Q4: 578 shares; 2025Q1: 639 shares; 2025Q2: 641 shares 641 $220K <0.01% +2 Timeline UPST UPSTART HLDGS INC More: the full row for UPSTART HLDGS 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: 1,605 shares; 2025Q1: 1,771 shares; 2025Q2: 3,271 shares 3,271 $212K <0.01% +1,500 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,776 shares; 2024Q4: 1,776 shares; 2025Q1: 1,776 shares; 2025Q2: 1,776 shares 1,776 $203K <0.01% 0 Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,375 shares; 2024Q4: 2,992 shares; 2025Q1: 2,973 shares; 2025Q2: 2,584 shares 2,584 $201K <0.01% -389 Timeline ZWS ZURN ELKAY WATER SOLNS CORP More: the full row for ZURN ELKAY WATER SOLNS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,640 shares; 2024Q4: 4,984 shares; 2025Q1: 5,500 shares; 2025Q2: 5,500 shares 5,500 $201K <0.01% 0 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,390 shares; 2024Q4: 1,493 shares; 2025Q1: 2,589 shares; 2025Q2: 2,589 shares 2,589 $201K <0.01% 0 Timeline NTR NUTRIEN LTD More: the full row for NUTRIEN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,832 shares; 2025Q1: 4,495 shares; 2025Q2: 2,460 shares 2,460 $195K <0.01% -2,035 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,736 shares; 2024Q4: 10,370 shares; 2025Q1: 9,189 shares; 2025Q2: 9,215 shares 9,215 $188K <0.01% +26 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 711 shares; 2025Q1: 1,613 shares; 2025Q2: 1,608 shares 1,608 $184K <0.01% -5 Timeline MGM MGM RESORTS INTERNATIONAL More: the full row for MGM RESORTS INTERNATIONAL 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: 1,568 shares; 2025Q1: 3,520 shares; 2025Q2: 5,283 shares 5,283 $182K <0.01% +1,763 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,033 shares; 2024Q4: 680 shares; 2025Q1: 1,174 shares; 2025Q2: 1,174 shares 1,174 $180K <0.01% 0 Timeline DOCU DOCUSIGN INC More: the full row for DOCUSIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,316 shares; 2024Q4: 2,506 shares; 2025Q1: 2,767 shares; 2025Q2: 2,311 shares 2,311 $180K <0.01% -456 Timeline RRX REGAL REXNORD CORPORATION More: the full row for REGAL REXNORD CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,034 shares; 2024Q4: 1,111 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares 1,226 $178K <0.01% 0 Timeline EUHY 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: 3,220 shares; 2024Q4: 3,480 shares; 2025Q1: 3,249 shares; 2025Q2: 3,106 shares 3,106 $171K <0.01% -143 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS 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: 6,724 shares; 2025Q1: 11,033 shares; 2025Q2: 19,715 shares 19,715 $168K <0.01% +8,682 Timeline VTRS VIATRIS INC More: the full row for VIATRIS 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: 4,809 shares; 2025Q1: 7,573 shares; 2025Q2: 18,604 shares 18,604 $166K <0.01% +11,031 Timeline AOS SMITH A O CORP More: the full row for SMITH A O CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,471 shares; 2024Q4: 4,803 shares; 2025Q1: 2,500 shares; 2025Q2: 2,500 shares 2,500 $164K <0.01% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,971 shares; 2024Q4: 2,117 shares; 2025Q1: 2,341 shares; 2025Q2: 2,348 shares 2,348 $161K <0.01% +7 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: 190 shares; 2024Q4: 204 shares; 2025Q1: 425 shares; 2025Q2: 425 shares 425 $161K <0.01% 0 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,026 shares; 2024Q4: 9,696 shares; 2025Q1: 4,300 shares; 2025Q2: 4,300 shares 4,300 $160K <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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,749 shares 1,749 $158K <0.01% new 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: 695 shares; 2024Q4: 965 shares; 2025Q1: 1,064 shares; 2025Q2: 685 shares 685 $151K <0.01% -379 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,682 shares; 2024Q4: 903 shares; 2025Q1: 999 shares; 2025Q2: 1,002 shares 1,002 $151K <0.01% +3 Timeline EWY 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: 1,864 shares; 2024Q4: 1,942 shares; 2025Q1: 3,260 shares; 2025Q2: 2,099 shares 2,099 $151K <0.01% -1,161 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: 518 shares; 2024Q4: 556 shares; 2025Q1: 2,152 shares; 2025Q2: 2,149 shares 2,149 $148K <0.01% -3 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 506 shares; 2024Q4: 544 shares; 2025Q1: 600 shares; 2025Q2: 600 shares 600 $147K <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: 2,403 shares; 2024Q4: 2,071 shares; 2025Q1: 3,067 shares; 2025Q2: 691 shares 691 $145K <0.01% -2,376 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: not reported; 2024Q4: 308 shares; 2025Q1: 339 shares; 2025Q2: 588 shares 588 $144K <0.01% +249 Timeline CFLT CONFLUENT INC-CLASS A More: the full row for CONFLUENT INC-CLASS A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,144 shares; 2024Q4: 15,281 shares; 2025Q1: 16,127 shares; 2025Q2: 5,753 shares 5,753 $143K <0.01% -10,374 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: not reported; 2024Q4: 50 shares; 2025Q1: 55 shares; 2025Q2: 55 shares 55 $143K <0.01% 0 Timeline AMBA AMBARELLA INC More: the full row for AMBARELLA 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: 2,735 shares; 2025Q1: 2,600 shares; 2025Q2: 2,148 shares 2,148 $142K <0.01% -452 Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG 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: 17,217 shares; 2025Q1: 20,900 shares; 2025Q2: 20,900 shares 20,900 $142K <0.01% 0 Timeline CATH 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: 1,682 shares; 2024Q4: 2,806 shares; 2025Q1: 2,513 shares; 2025Q2: 1,854 shares 1,854 $140K <0.01% -659 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,640 shares; 2024Q4: 1,603 shares; 2025Q1: 1,773 shares; 2025Q2: 1,728 shares 1,728 $131K <0.01% -45 Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 337 shares; 2024Q4: 362 shares; 2025Q1: 400 shares; 2025Q2: 400 shares 400 $131K <0.01% 0 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,301 shares; 2024Q4: 1,749 shares; 2025Q1: 1,929 shares; 2025Q2: 1,927 shares 1,927 $130K <0.01% -2 Timeline KVYO KLAVIYO INC More: the full row for KLAVIYO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,477 shares; 2024Q4: 4,836 shares; 2025Q1: 4,689 shares; 2025Q2: 3,813 shares 3,813 $128K <0.01% -876 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 683 shares; 2024Q4: 652 shares; 2025Q1: 720 shares; 2025Q2: 720 shares 720 $126K <0.01% 0 Timeline DOX AMDOCS LTD More: the full row for AMDOCS LTD 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: 1,225 shares; 2025Q1: 1,369 shares; 2025Q2: 1,368 shares 1,368 $125K <0.01% -1 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,792 shares; 2024Q4: 4,971 shares; 2025Q1: 1,850 shares; 2025Q2: 350 shares 350 $123K <0.01% -1,500 LNN LINDSAY CORP More: the full row for LINDSAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 717 shares; 2024Q4: 770 shares; 2025Q1: 850 shares; 2025Q2: 850 shares 850 $123K <0.01% 0 Timeline IUSV 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: 166,279 shares; 2024Q4: 178,620 shares; 2025Q1: 1,226 shares; 2025Q2: 1,226 shares 1,226 $116K <0.01% 0 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582 shares; 2024Q4: 625 shares; 2025Q1: not reported; 2025Q2: 667 shares 667 $115K <0.01% new Timeline EUFN 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: 2,995 shares; 2024Q4: 3,217 shares; 2025Q1: 3,550 shares; 2025Q2: 3,550 shares 3,550 $112K <0.01% 0 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: 1,611 shares; 2024Q4: 1,744 shares; 2025Q1: 1,924 shares; 2025Q2: 1,556 shares 1,556 $112K <0.01% -368 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 580 shares; 2024Q4: 582 shares; 2025Q1: 586 shares; 2025Q2: 586 shares 586 $111K <0.01% 0 Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER 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: 3,063 shares; 2025Q1: 3,375 shares; 2025Q2: 1,932 shares 1,932 $110K <0.01% -1,443 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 879 shares; 2025Q1: 970 shares; 2025Q2: 970 shares 970 $109K <0.01% 0 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,271 shares; 2024Q4: 15,495 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $109K <0.01% 0 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,370 shares; 2024Q4: 1,346 shares; 2025Q1: 1,485 shares; 2025Q2: 1,485 shares 1,485 $106K <0.01% 0 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: not reported; 2024Q4: not reported; 2025Q1: 4,690 shares; 2025Q2: 4,791 shares 4,791 $105K <0.01% +101 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: 2,453 shares; 2024Q4: 2,703 shares; 2025Q1: 3,316 shares; 2025Q2: 3,407 shares 3,407 $105K <0.01% +91 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,796 shares; 2024Q4: 640 shares; 2025Q1: 706 shares; 2025Q2: 706 shares 706 $104K <0.01% 0 Timeline PLUG PLUG PWR INC More: the full row for PLUG PWR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,552 shares; 2024Q4: 9,322 shares; 2025Q1: 47,709 shares; 2025Q2: 69,601 shares 69,601 $104K <0.01% +21,892 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD 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: 1,595 shares; 2025Q1: 1,760 shares; 2025Q2: 1,760 shares 1,760 $103K <0.01% 0 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,057 shares; 2024Q4: 1,611 shares; 2025Q1: 1,778 shares; 2025Q2: 1,778 shares 1,778 $102K <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: 378 shares; 2024Q4: 406 shares; 2025Q1: 320 shares; 2025Q2: 320 shares 320 $102K <0.01% 0 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL 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: 1,528 shares; 2025Q2: 1,118 shares 1,118 $101K <0.01% -410 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,150 shares; 2024Q4: 3,384 shares; 2025Q1: 3,742 shares; 2025Q2: 3,752 shares 3,752 $99.4K <0.01% +10 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 757 shares; 2024Q4: 1,846 shares; 2025Q1: 1,138 shares; 2025Q2: 2,779 shares 2,779 $99.2K <0.01% +1,641 Timeline VICI VICI PPTYS INC More: the full row for VICI PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,332 shares; 2024Q4: 2,723 shares; 2025Q1: 3,005 shares; 2025Q2: 3,005 shares 3,005 $98K <0.01% 0 Timeline