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: 87,071 shares; 2024Q3: 93,437 shares; 2024Q4: 100,258 shares; 2025Q1: 120,606 shares; 2025Q2: 169,631 shares 169,631 $22.6M 2.97% +49,025 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: 13,926 shares; 2024Q3: 140,827 shares; 2024Q4: 112,109 shares; 2025Q1: 185,231 shares; 2025Q2: 302,218 shares 302,218 $20.9M 2.74% +116,987 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 44,884 shares; 2024Q3: 44,878 shares; 2024Q4: 48,146 shares; 2025Q1: 57,353 shares; 2025Q2: 86,835 shares 86,835 $16.9M 2.22% +29,482 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: 55,338 shares; 2024Q3: 55,050 shares; 2024Q4: 60,514 shares; 2025Q1: 80,044 shares; 2025Q2: 117,773 shares 117,773 $15.5M 2.03% +37,729 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: 8,808 shares; 2024Q3: 8,862 shares; 2024Q4: 9,222 shares; 2025Q1: 14,307 shares; 2025Q2: 20,763 shares 20,763 $15.3M 2.01% +6,456 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: not reported; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 10,166 shares; 2025Q2: 142,694 shares 142,694 $14.2M 1.86% +132,528 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: 28,116 shares; 2024Q3: 29,921 shares; 2024Q4: 30,843 shares; 2025Q1: 35,592 shares; 2025Q2: 54,926 shares 54,926 $9.74M 1.28% +19,334 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: 9,330 shares; 2024Q3: 9,774 shares; 2024Q4: 10,230 shares; 2025Q1: 13,787 shares; 2025Q2: 17,221 shares 17,221 $8.37M 1.1% +3,434 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: 32,488 shares; 2024Q3: 34,367 shares; 2024Q4: 37,378 shares; 2025Q1: 45,530 shares; 2025Q2: 65,078 shares 65,078 $7.05M 0.93% +19,548 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: 15,000 shares; 2024Q3: 16,130 shares; 2024Q4: 17,065 shares; 2025Q1: 20,060 shares; 2025Q2: 45,340 shares 45,340 $6.98M 0.92% +25,280 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: 5,235 shares; 2024Q3: 5,639 shares; 2024Q4: 5,196 shares; 2025Q1: 6,881 shares; 2025Q2: 10,672 shares 10,672 $6.83M 0.9% +3,791 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: 5,828 shares; 2024Q3: 6,105 shares; 2024Q4: 6,599 shares; 2025Q1: 8,052 shares; 2025Q2: 12,121 shares 12,121 $6.81M 0.89% +4,069 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: 13,063 shares; 2024Q3: 13,593 shares; 2024Q4: 20,567 shares; 2025Q1: 23,785 shares; 2025Q2: 30,408 shares 30,408 $6.65M 0.87% +6,623 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: 11,100 shares; 2024Q3: 8,075 shares; 2024Q4: 9,451 shares; 2025Q1: 11,329 shares; 2025Q2: 10,393 shares 10,393 $6.42M 0.84% -936 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: 17,121 shares; 2024Q3: 18,493 shares; 2024Q4: 19,297 shares; 2025Q1: 25,509 shares; 2025Q2: 48,266 shares 48,266 $6.24M 0.82% +22,757 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,698 shares; 2024Q3: 10,967 shares; 2024Q4: 11,910 shares; 2025Q1: 14,869 shares; 2025Q2: 25,535 shares 25,535 $6.13M 0.81% +10,666 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: 2,514 shares; 2024Q3: 27,357 shares; 2024Q4: 28,971 shares; 2025Q1: 36,598 shares; 2025Q2: 52,417 shares 52,417 $6.03M 0.79% +15,819 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: 10,721 shares; 2024Q3: 16,096 shares; 2024Q4: 17,647 shares; 2025Q1: 19,196 shares; 2025Q2: 27,253 shares 27,253 $5.94M 0.78% +8,057 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,210 shares; 2025Q2: 114,586 shares 114,586 $5.67M 0.74% +108,376 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: 2,969 shares; 2024Q3: 3,081 shares; 2024Q4: 3,312 shares; 2025Q1: 4,344 shares; 2025Q2: 10,891 shares 10,891 $5.11M 0.67% +6,547 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: 18,374 shares; 2024Q3: 25,127 shares; 2024Q4: 23,530 shares; 2025Q1: 32,705 shares; 2025Q2: 45,361 shares 45,361 $4.97M 0.65% +12,656 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: 4,815 shares; 2024Q3: 5,891 shares; 2024Q4: 6,936 shares; 2025Q1: 10,568 shares; 2025Q2: 32,431 shares 32,431 $4.74M 0.62% +21,863 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: 10,057 shares; 2024Q3: 11,836 shares; 2024Q4: 15,338 shares; 2025Q1: 20,579 shares; 2025Q2: 25,600 shares 25,600 $4.57M 0.6% +5,021 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: not reported; 2024Q3: 422 shares; 2024Q4: 2,660 shares; 2025Q1: 9,212 shares; 2025Q2: 19,563 shares 19,563 $4.43M 0.58% +10,351 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: 12,682 shares; 2024Q3: 11,956 shares; 2024Q4: 16,897 shares; 2025Q1: 20,524 shares; 2025Q2: 32,396 shares 32,396 $4.41M 0.58% +11,872 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: 28,002 shares; 2024Q3: 28,723 shares; 2024Q4: 28,637 shares; 2025Q1: 24,802 shares; 2025Q2: 30,093 shares 30,093 $4.24M 0.56% +5,291 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: 5,559 shares; 2024Q3: 6,394 shares; 2024Q4: 6,407 shares; 2025Q1: 8,894 shares; 2025Q2: 15,369 shares 15,369 $3.96M 0.52% +6,475 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: 2,999 shares; 2024Q3: 3,133 shares; 2024Q4: 3,265 shares; 2025Q1: 4,500 shares; 2025Q2: 7,377 shares 7,377 $3.9M 0.51% +2,877 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: 1,684 shares; 2024Q3: 1,765 shares; 2024Q4: 1,831 shares; 2025Q1: 3,072 shares; 2025Q2: 5,463 shares 5,463 $3.87M 0.51% +2,391 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: 2,829 shares; 2024Q3: 2,968 shares; 2024Q4: 3,133 shares; 2025Q1: 4,709 shares; 2025Q2: 7,376 shares 7,376 $3.81M 0.5% +2,667 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: 5,298 shares; 2024Q3: 5,784 shares; 2024Q4: 6,096 shares; 2025Q1: 7,990 shares; 2025Q2: 13,811 shares 13,811 $3.57M 0.47% +5,821 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: 2,608 shares; 2024Q3: 2,816 shares; 2024Q4: 2,913 shares; 2025Q1: 3,022 shares; 2025Q2: 6,506 shares 6,506 $3.54M 0.46% +3,484 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: 2,649 shares; 2024Q3: 2,785 shares; 2024Q4: 2,872 shares; 2025Q1: 3,582 shares; 2025Q2: 8,731 shares 8,731 $3.39M 0.44% +5,149 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: 25,184 shares; 2024Q3: 36,027 shares; 2024Q4: 35,366 shares; 2025Q1: 33,709 shares; 2025Q2: 46,270 shares 46,270 $3.27M 0.43% +12,561 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 184 shares; 2024Q4: 968 shares; 2025Q1: 4,092 shares; 2025Q2: 10,653 shares 10,653 $3.24M 0.43% +6,561 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,413 shares; 2024Q3: 6,815 shares; 2024Q4: 7,377 shares; 2025Q1: 11,964 shares; 2025Q2: 17,662 shares 17,662 $3.22M 0.42% +5,698 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: 3,914 shares; 2024Q3: 4,087 shares; 2024Q4: 4,141 shares; 2025Q1: 5,132 shares; 2025Q2: 8,929 shares 8,929 $3.19M 0.42% +3,797 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: 28,880 shares; 2024Q3: 30,630 shares; 2024Q4: 33,180 shares; 2025Q1: 38,391 shares; 2025Q2: 65,404 shares 65,404 $3.09M 0.41% +27,013 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: 15,144 shares; 2024Q3: 12,358 shares; 2024Q4: 16,457 shares; 2025Q1: 20,173 shares; 2025Q2: 20,249 shares 20,249 $3.09M 0.41% +76 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: not reported; 2024Q3: not reported; 2024Q4: 1,537 shares; 2025Q1: 2,646 shares; 2025Q2: 5,292 shares 5,292 $3.01M 0.39% +2,646 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: not reported; 2024Q3: 52 shares; 2024Q4: 328 shares; 2025Q1: 1,677 shares; 2025Q2: 3,657 shares 3,657 $2.93M 0.38% +1,980 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: 6,821 shares; 2024Q3: 7,167 shares; 2024Q4: 7,594 shares; 2025Q1: 8,544 shares; 2025Q2: 10,673 shares 10,673 $2.91M 0.38% +2,129 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: 4,997 shares; 2024Q3: 4,939 shares; 2024Q4: 4,992 shares; 2025Q1: 6,622 shares; 2025Q2: 9,813 shares 9,813 $2.89M 0.38% +3,191 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: 170 shares; 2024Q3: 167 shares; 2024Q4: 216 shares; 2025Q1: 334 shares; 2025Q2: 499 shares 499 $2.89M 0.38% +165 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: 12,154 shares; 2024Q3: 17,985 shares; 2024Q4: 20,363 shares; 2025Q1: 28,085 shares; 2025Q2: 41,031 shares 41,031 $2.85M 0.37% +12,946 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: 2,108 shares; 2024Q3: 2,140 shares; 2024Q4: 2,185 shares; 2025Q1: 2,610 shares; 2025Q2: 3,566 shares 3,566 $2.81M 0.37% +956 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: 5,750 shares; 2024Q3: 5,683 shares; 2024Q4: 5,965 shares; 2025Q1: 5,506 shares; 2025Q2: 9,378 shares 9,378 $2.8M 0.37% +3,872 Timeline VTSAX VNGD MRNGST TS MK IDX FD-ADM More: the full row for VNGD MRNGST TS MK IDX FD-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,229 shares; 2025Q2: 18,672 shares 18,672 $2.76M 0.36% +16,443 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: not reported; 2024Q3: not reported; 2024Q4: 563 shares; 2025Q1: 7,026 shares; 2025Q2: 22,090 shares 22,090 $2.67M 0.35% +15,064 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: 31,779 shares; 2024Q3: 32,097 shares; 2024Q4: 34,027 shares; 2025Q1: 41,719 shares; 2025Q2: 57,693 shares 57,693 $2.67M 0.35% +15,974 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: 49,249 shares; 2024Q3: 54,009 shares; 2024Q4: 55,522 shares; 2025Q1: 65,637 shares; 2025Q2: 91,353 shares 91,353 $2.64M 0.35% +25,716 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: 4,530 shares; 2024Q3: 4,108 shares; 2024Q4: 4,710 shares; 2025Q1: 6,555 shares; 2025Q2: 9,038 shares 9,038 $2.59M 0.34% +2,483 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: 20,442 shares; 2024Q3: 22,218 shares; 2024Q4: 23,269 shares; 2025Q1: 26,455 shares; 2025Q2: 32,204 shares 32,204 $2.58M 0.34% +5,749 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: 12,034 shares; 2024Q3: 11,852 shares; 2024Q4: 12,457 shares; 2025Q1: 12,383 shares; 2025Q2: 18,159 shares 18,159 $2.58M 0.34% +5,776 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 533 shares; 2024Q4: 2,272 shares; 2025Q1: 17,153 shares; 2025Q2: 36,059 shares 36,059 $2.54M 0.33% +18,906 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: 13,460 shares; 2024Q3: 13,965 shares; 2024Q4: 11,171 shares; 2025Q1: 22,770 shares; 2025Q2: 31,683 shares 31,683 $2.51M 0.33% +8,913 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: not reported; 2024Q3: 7,749 shares; 2024Q4: 7,570 shares; 2025Q1: 9,550 shares; 2025Q2: 17,517 shares 17,517 $2.39M 0.31% +7,967 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: 5,521 shares; 2024Q3: 6,212 shares; 2024Q4: 5,870 shares; 2025Q1: 6,776 shares; 2025Q2: 7,542 shares 7,542 $2.35M 0.31% +766 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: 1,059 shares; 2024Q3: 1,263 shares; 2024Q4: 1,335 shares; 2025Q1: 1,431 shares; 2025Q2: 3,354 shares 3,354 $2.35M 0.31% +1,923 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 2,931 shares; 2025Q1: 14,419 shares; 2025Q2: 33,429 shares 33,429 $2.31M 0.3% +19,010 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: 2,886 shares; 2024Q3: 3,254 shares; 2024Q4: 3,590 shares; 2025Q1: 4,845 shares; 2025Q2: 7,181 shares 7,181 $2.29M 0.3% +2,336 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: 2,183 shares; 2024Q3: 2,482 shares; 2024Q4: 2,557 shares; 2025Q1: 3,308 shares; 2025Q2: 4,977 shares 4,977 $2.23M 0.29% +1,669 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: not reported; 2024Q3: 176 shares; 2024Q4: 1,878 shares; 2025Q1: 9,597 shares; 2025Q2: 28,582 shares 28,582 $2.19M 0.29% +18,985 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: not reported; 2024Q3: 73 shares; 2024Q4: 73 shares; 2025Q1: 860 shares; 2025Q2: 3,498 shares 3,498 $2.17M 0.29% +2,638 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: 16,326 shares; 2024Q3: 19,425 shares; 2024Q4: 18,957 shares; 2025Q1: 20,161 shares; 2025Q2: 30,505 shares 30,505 $2.12M 0.28% +10,344 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: 4,245 shares; 2024Q3: 4,454 shares; 2024Q4: 4,815 shares; 2025Q1: 7,983 shares; 2025Q2: 16,952 shares 16,952 $2.09M 0.27% +8,969 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: not reported; 2024Q3: 52 shares; 2024Q4: 1,775 shares; 2025Q1: 14,707 shares; 2025Q2: 29,539 shares 29,539 $2.06M 0.27% +14,832 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: 3,147 shares; 2024Q3: 3,321 shares; 2024Q4: 3,394 shares; 2025Q1: 4,752 shares; 2025Q2: 5,323 shares 5,323 $2.06M 0.27% +571 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: not reported; 2024Q3: 1,390 shares; 2024Q4: 1,555 shares; 2025Q1: 1,853 shares; 2025Q2: 9,513 shares 9,513 $2.02M 0.27% +7,660 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: not reported; 2024Q3: not reported; 2024Q4: 1,026 shares; 2025Q1: 11,509 shares; 2025Q2: 17,688 shares 17,688 $2.01M 0.26% +6,179 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 486 shares; 2024Q3: 564 shares; 2024Q4: 568 shares; 2025Q1: 721 shares; 2025Q2: 21,694 shares 21,694 $1.96M 0.26% +20,973 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: 5,255 shares; 2024Q3: 5,456 shares; 2024Q4: 6,038 shares; 2025Q1: 5,985 shares; 2025Q2: 10,578 shares 10,578 $1.94M 0.25% +4,593 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: not reported; 2024Q3: 449 shares; 2024Q4: 589 shares; 2025Q1: 1,252 shares; 2025Q2: 6,951 shares 6,951 $1.87M 0.25% +5,699 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: 4,207 shares; 2024Q3: 4,507 shares; 2024Q4: 4,414 shares; 2025Q1: 8,322 shares; 2025Q2: 10,799 shares 10,799 $1.86M 0.24% +2,477 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: 8,223 shares; 2024Q3: 7,223 shares; 2024Q4: 8,634 shares; 2025Q1: 11,567 shares; 2025Q2: 19,673 shares 19,673 $1.84M 0.24% +8,106 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: 5,823 shares; 2024Q3: 6,163 shares; 2024Q4: 6,620 shares; 2025Q1: 7,985 shares; 2025Q2: 11,486 shares 11,486 $1.83M 0.24% +3,501 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 620 shares; 2024Q4: 2,034 shares; 2025Q1: 12,140 shares; 2025Q2: 29,345 shares 29,345 $1.8M 0.24% +17,205 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: 687 shares; 2024Q3: 2,844 shares; 2024Q4: 2,981 shares; 2025Q1: 3,385 shares; 2025Q2: 8,031 shares 8,031 $1.79M 0.23% +4,646 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: 9,242 shares; 2024Q3: 9,945 shares; 2024Q4: 10,913 shares; 2025Q1: 14,854 shares; 2025Q2: 19,009 shares 19,009 $1.75M 0.23% +4,155 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: 10,056 shares; 2024Q3: 10,877 shares; 2024Q4: 11,613 shares; 2025Q1: 12,971 shares; 2025Q2: 24,591 shares 24,591 $1.74M 0.23% +11,620 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,018 shares; 2024Q3: 5,147 shares; 2024Q4: 5,121 shares; 2025Q1: 6,270 shares; 2025Q2: 7,241 shares 7,241 $1.73M 0.23% +971 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: 5,198 shares; 2024Q3: 5,677 shares; 2024Q4: 5,884 shares; 2025Q1: 6,995 shares; 2025Q2: 8,226 shares 8,226 $1.71M 0.22% +1,231 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: 3,339 shares; 2024Q3: 3,377 shares; 2024Q4: 3,190 shares; 2025Q1: 4,965 shares; 2025Q2: 6,020 shares 6,020 $1.68M 0.22% +1,055 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,686 shares; 2024Q3: 4,064 shares; 2024Q4: 4,272 shares; 2025Q1: 5,104 shares; 2025Q2: 7,554 shares 7,554 $1.68M 0.22% +2,450 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: not reported; 2024Q3: 1,536 shares; 2024Q4: 1,359 shares; 2025Q1: 2,113 shares; 2025Q2: 3,121 shares 3,121 $1.65M 0.22% +1,008 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: 15,496 shares; 2024Q3: 19,962 shares; 2024Q4: 19,744 shares; 2025Q1: 21,391 shares; 2025Q2: 38,337 shares 38,337 $1.65M 0.22% +16,946 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: 8,207 shares; 2024Q3: 8,262 shares; 2024Q4: 8,779 shares; 2025Q1: 12,035 shares; 2025Q2: 13,880 shares 13,880 $1.64M 0.21% +1,845 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: 953 shares; 2024Q3: 1,094 shares; 2024Q4: 1,088 shares; 2025Q1: 1,537 shares; 2025Q2: 3,192 shares 3,192 $1.6M 0.21% +1,655 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,000 shares; 2025Q1: 14,607 shares; 2025Q2: 26,219 shares 26,219 $1.59M 0.21% +11,612 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: 2,011 shares; 2024Q3: 2,287 shares; 2024Q4: 2,357 shares; 2025Q1: 3,886 shares; 2025Q2: 4,818 shares 4,818 $1.59M 0.21% +932 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: 2,380 shares; 2024Q3: 2,465 shares; 2024Q4: 2,849 shares; 2025Q1: 3,092 shares; 2025Q2: 3,973 shares 3,973 $1.57M 0.21% +881 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: not reported; 2024Q3: 413 shares; 2024Q4: 413 shares; 2025Q1: 2,724 shares; 2025Q2: 13,518 shares 13,518 $1.56M 0.2% +10,794 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: 2,367 shares; 2024Q3: 2,564 shares; 2024Q4: 2,568 shares; 2025Q1: 3,390 shares; 2025Q2: 4,903 shares 4,903 $1.51M 0.2% +1,513 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: 4,213 shares; 2024Q3: 5,871 shares; 2024Q4: 6,310 shares; 2025Q1: 12,124 shares; 2025Q2: 17,659 shares 17,659 $1.5M 0.2% +5,535 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,239 shares; 2025Q1: 10,831 shares; 2025Q2: 11,087 shares 11,087 $1.5M 0.2% +256 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: 4,056 shares; 2024Q3: 4,673 shares; 2024Q4: 4,727 shares; 2025Q1: 5,611 shares; 2025Q2: 7,885 shares 7,885 $1.47M 0.19% +2,274 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: 29,855 shares; 2024Q3: 26,492 shares; 2024Q4: 25,842 shares; 2025Q1: 19,908 shares; 2025Q2: 41,167 shares 41,167 $1.47M 0.19% +21,259 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,241 shares; 2025Q2: 7,601 shares 7,601 $1.46M 0.19% +6,360 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 3,081 shares; 2025Q1: 27,877 shares; 2025Q2: 56,042 shares 56,042 $1.46M 0.19% +28,165 Timeline FUNDAMENTAL INVESTORS FUNDAMENTAL INVESTORS More: the full row for FUNDAMENTAL INVESTORS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,598 shares 16,598 $1.46M 0.19% new SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,385 shares; 2025Q1: 24,771 shares; 2025Q2: 59,339 shares 59,339 $1.45M 0.19% +34,568 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,555 shares; 2024Q3: 5,128 shares; 2024Q4: 5,209 shares; 2025Q1: 8,603 shares; 2025Q2: 16,768 shares 16,768 $1.44M 0.19% +8,165 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: 3,641 shares; 2024Q3: 3,464 shares; 2024Q4: 3,982 shares; 2025Q1: 4,746 shares; 2025Q2: 6,456 shares 6,456 $1.43M 0.19% +1,710 Timeline INVSTMNT CO OF AMER CL-A INVSTMNT CO OF AMER CL-A More: the full row for INVSTMNT CO OF AMER CL-A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,649 shares 22,649 $1.43M 0.19% new 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: 34,865 shares; 2024Q3: 46,669 shares; 2024Q4: 12,737 shares; 2025Q1: 16,020 shares; 2025Q2: 58,743 shares 58,743 $1.42M 0.19% +42,723 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: 3,280 shares; 2024Q3: 3,584 shares; 2024Q4: 3,655 shares; 2025Q1: 3,978 shares; 2025Q2: 9,029 shares 9,029 $1.41M 0.18% +5,051 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: 2,386 shares; 2024Q3: 2,507 shares; 2024Q4: 2,655 shares; 2025Q1: 2,430 shares; 2025Q2: 3,472 shares 3,472 $1.41M 0.18% +1,042 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: 1,397 shares; 2024Q3: 1,561 shares; 2024Q4: 1,691 shares; 2025Q1: 2,225 shares; 2025Q2: 2,761 shares 2,761 $1.4M 0.18% +536 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: not reported; 2024Q3: 5,291 shares; 2024Q4: 5,953 shares; 2025Q1: 8,986 shares; 2025Q2: 12,637 shares 12,637 $1.4M 0.18% +3,651 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: 2,159 shares; 2024Q3: 2,349 shares; 2024Q4: 2,668 shares; 2025Q1: 4,233 shares; 2025Q2: 4,832 shares 4,832 $1.4M 0.18% +599 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: 9,112 shares; 2024Q3: 8,568 shares; 2024Q4: 9,095 shares; 2025Q1: 10,034 shares; 2025Q2: 15,295 shares 15,295 $1.4M 0.18% +5,261 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: 994 shares; 2024Q3: 1,009 shares; 2024Q4: 1,060 shares; 2025Q1: 1,396 shares; 2025Q2: 4,342 shares 4,342 $1.39M 0.18% +2,946 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: 2,304 shares; 2024Q3: 2,081 shares; 2024Q4: 4,064 shares; 2025Q1: 4,035 shares; 2025Q2: 6,632 shares 6,632 $1.39M 0.18% +2,597 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: 7,053 shares; 2024Q3: 3,537 shares; 2024Q4: 7,737 shares; 2025Q1: 8,028 shares; 2025Q2: 9,383 shares 9,383 $1.34M 0.18% +1,355 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: 1,370 shares; 2024Q3: 1,549 shares; 2024Q4: 1,604 shares; 2025Q1: 1,697 shares; 2025Q2: 2,602 shares 2,602 $1.32M 0.17% +905 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 997 shares; 2025Q1: 9,711 shares; 2025Q2: 19,274 shares 19,274 $1.32M 0.17% +9,563 Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 412 shares; 2024Q4: 1,541 shares; 2025Q1: 12,485 shares; 2025Q2: 27,631 shares 27,631 $1.31M 0.17% +15,146 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: 4,475 shares; 2024Q3: 4,618 shares; 2024Q4: 4,569 shares; 2025Q1: 9,863 shares; 2025Q2: 18,179 shares 18,179 $1.3M 0.17% +8,316 Timeline CAML PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,177 shares; 2025Q2: 35,336 shares 35,336 $1.3M 0.17% +33,159 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,620 shares; 2024Q3: 7,817 shares; 2024Q4: 7,739 shares; 2025Q1: 11,724 shares; 2025Q2: 20,629 shares 20,629 $1.3M 0.17% +8,905 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: 1,786 shares; 2024Q3: 1,873 shares; 2024Q4: 1,906 shares; 2025Q1: 2,680 shares; 2025Q2: 2,847 shares 2,847 $1.27M 0.17% +167 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: 414 shares; 2024Q3: 478 shares; 2024Q4: 489 shares; 2025Q1: 1,012 shares; 2025Q2: 1,413 shares 1,413 $1.27M 0.17% +401 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: 1,966 shares; 2024Q3: 2,065 shares; 2024Q4: 2,117 shares; 2025Q1: 3,557 shares; 2025Q2: 4,037 shares 4,037 $1.26M 0.17% +480 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: 4,011 shares; 2024Q3: 4,396 shares; 2024Q4: 4,488 shares; 2025Q1: 5,714 shares; 2025Q2: 5,247 shares 5,247 $1.25M 0.16% -467 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: 975 shares; 2024Q3: 1,385 shares; 2024Q4: 1,360 shares; 2025Q1: 1,825 shares; 2025Q2: 4,568 shares 4,568 $1.25M 0.16% +2,743 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: 4,662 shares; 2024Q3: 4,911 shares; 2024Q4: 5,289 shares; 2025Q1: 4,864 shares; 2025Q2: 6,290 shares 6,290 $1.24M 0.16% +1,426 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,151 shares; 2024Q3: 1,341 shares; 2024Q4: 1,417 shares; 2025Q1: 2,532 shares; 2025Q2: 3,846 shares 3,846 $1.24M 0.16% +1,314 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: 3,499 shares; 2024Q3: 3,883 shares; 2024Q4: 4,015 shares; 2025Q1: 5,168 shares; 2025Q2: 5,615 shares 5,615 $1.23M 0.16% +447 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: 4,976 shares; 2024Q3: 5,349 shares; 2024Q4: 5,653 shares; 2025Q1: 7,150 shares; 2025Q2: 13,343 shares 13,343 $1.22M 0.16% +6,193 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: 6,856 shares; 2024Q3: 7,084 shares; 2024Q4: 7,282 shares; 2025Q1: 8,064 shares; 2025Q2: 9,894 shares 9,894 $1.22M 0.16% +1,830 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: 1,339 shares; 2024Q3: 1,663 shares; 2024Q4: 3,579 shares; 2025Q1: 6,156 shares; 2025Q2: 9,880 shares 9,880 $1.21M 0.16% +3,724 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: 6,928 shares; 2024Q3: 6,296 shares; 2024Q4: 6,583 shares; 2025Q1: 9,223 shares; 2025Q2: 15,750 shares 15,750 $1.21M 0.16% +6,527 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: 7,088 shares; 2024Q3: 7,266 shares; 2024Q4: 6,524 shares; 2025Q1: 9,498 shares; 2025Q2: 9,145 shares 9,145 $1.21M 0.16% -353 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,515 shares; 2025Q1: 2,554 shares; 2025Q2: 14,408 shares 14,408 $1.2M 0.16% +11,854 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: 929 shares; 2024Q3: 1,041 shares; 2024Q4: 1,068 shares; 2025Q1: 1,257 shares; 2025Q2: 1,614 shares 1,614 $1.18M 0.16% +357 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: 2,576 shares; 2024Q3: 2,715 shares; 2024Q4: 2,959 shares; 2025Q1: 3,706 shares; 2025Q2: 5,140 shares 5,140 $1.18M 0.15% +1,434 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: 1,638 shares; 2024Q3: 1,715 shares; 2024Q4: 1,742 shares; 2025Q1: 2,307 shares; 2025Q2: 3,411 shares 3,411 $1.17M 0.15% +1,104 Timeline VNO VORNADO RLTY TR More: the full row for VORNADO RLTY TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,246 shares; 2024Q4: 2,105 shares; 2025Q1: 30,620 shares; 2025Q2: 30,455 shares 30,455 $1.16M 0.15% -165 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: 11,643 shares; 2024Q3: 11,014 shares; 2024Q4: 11,683 shares; 2025Q1: 9,626 shares; 2025Q2: 9,325 shares 9,325 $1.16M 0.15% -301 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,539 shares; 2025Q1: 10,353 shares; 2025Q2: 18,810 shares 18,810 $1.15M 0.15% +8,457 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: 1,361 shares; 2024Q3: 1,363 shares; 2024Q4: 1,447 shares; 2025Q1: 1,994 shares; 2025Q2: 2,551 shares 2,551 $1.12M 0.15% +557 Timeline ALX ALEXANDERS INC More: the full row for ALEXANDERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,232 shares; 2025Q2: 4,938 shares 4,938 $1.11M 0.15% -294 Timeline VANGUARD TOTAL INTL STOCK I… VANGUARD TOTAL INTL STOCK INDEX A… More: the full row for VANGUARD TOTAL INTL STOCK INDEX ADMIRAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 29,800 shares 29,800 $1.11M 0.15% new 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: not reported; 2024Q3: 4,899 shares; 2024Q4: 7,923 shares; 2025Q1: 8,920 shares; 2025Q2: 18,222 shares 18,222 $1.07M 0.14% +9,302 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8 shares; 2025Q1: 185 shares; 2025Q2: 1,987 shares 1,987 $1.06M 0.14% +1,802 Timeline MGA MAGNA INTL INC More: the full row for MAGNA INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,489 shares 27,489 $1.06M 0.14% new Timeline TTMI TTM TECHNOLOGIES INC More: the full row for TTM TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 24,807 shares; 2025Q2: 25,980 shares 25,980 $1.06M 0.14% +1,173 Timeline QQH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 18,224 shares; 2025Q1: 17,514 shares; 2025Q2: 15,652 shares 15,652 $1.06M 0.14% -1,862 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: 925 shares; 2024Q3: 968 shares; 2024Q4: 981 shares; 2025Q1: 1,002 shares; 2025Q2: 2,529 shares 2,529 $1.06M 0.14% +1,527 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,093 shares; 2024Q3: 1,064 shares; 2024Q4: 1,092 shares; 2025Q1: 1,576 shares; 2025Q2: 2,102 shares 2,102 $1.05M 0.14% +526 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: 760 shares; 2024Q3: 819 shares; 2024Q4: 881 shares; 2025Q1: 2,015 shares; 2025Q2: 2,500 shares 2,500 $1.05M 0.14% +485 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: not reported; 2024Q3: 2,996 shares; 2024Q4: 3,155 shares; 2025Q1: 14,324 shares; 2025Q2: 21,311 shares 21,311 $1.05M 0.14% +6,987 Timeline LGH NORTHERN LTS FD TR III More: the full row for NORTHERN LTS FD TR III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 22,256 shares; 2025Q1: 20,963 shares; 2025Q2: 19,153 shares 19,153 $1.04M 0.14% -1,810 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 612 shares; 2025Q1: 13,625 shares; 2025Q2: 27,146 shares 27,146 $1.04M 0.14% +13,521 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,918 shares; 2025Q2: 29,030 shares 29,030 $1.04M 0.14% +15,112 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: 532 shares; 2024Q3: 599 shares; 2024Q4: 604 shares; 2025Q1: 764 shares; 2025Q2: 2,018 shares 2,018 $1.03M 0.14% +1,254 Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 33,644 shares 33,644 $1.03M 0.14% new Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,449 shares; 2024Q3: 1,582 shares; 2024Q4: 1,590 shares; 2025Q1: 1,837 shares; 2025Q2: 2,215 shares 2,215 $1.03M 0.13% +378 Timeline SNSXX SCHWAB US TREASURY MONEY-INV More: the full row for SCHWAB US TREASURY MONEY-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000,000 shares 1,000,000 $1M 0.13% new Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,287 shares; 2024Q3: 1,592 shares; 2024Q4: 1,612 shares; 2025Q1: 1,921 shares; 2025Q2: 2,803 shares 2,803 $1000K 0.13% +882 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: 8,957 shares; 2024Q3: 8,768 shares; 2024Q4: 8,521 shares; 2025Q1: 11,231 shares; 2025Q2: 14,720 shares 14,720 $993K 0.13% +3,489 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,583 shares; 2025Q1: 19,394 shares; 2025Q2: 72,124 shares 72,124 $990K 0.13% +52,730 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: 2,907 shares; 2024Q3: 3,120 shares; 2024Q4: 3,190 shares; 2025Q1: 5,283 shares; 2025Q2: 6,225 shares 6,225 $971K 0.13% +942 Timeline BUSA 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,099 shares; 2025Q2: 29,029 shares 29,029 $971K 0.13% +26,930 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: not reported; 2024Q3: 803 shares; 2024Q4: 3,332 shares; 2025Q1: 7,528 shares; 2025Q2: 28,807 shares 28,807 $969K 0.13% +21,279 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: 154 shares; 2024Q3: 7,659 shares; 2024Q4: 7,610 shares; 2025Q1: 11,444 shares; 2025Q2: 17,071 shares 17,071 $959K 0.13% +5,627 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 181 shares; 2024Q4: 179 shares; 2025Q1: 192 shares; 2025Q2: 1,945 shares 1,945 $950K 0.12% +1,753 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: 591 shares; 2024Q3: 612 shares; 2024Q4: 607 shares; 2025Q1: 828 shares; 2025Q2: 1,194 shares 1,194 $949K 0.12% +366 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: 417 shares; 2024Q3: 427 shares; 2024Q4: 447 shares; 2025Q1: 736 shares; 2025Q2: 1,777 shares 1,777 $948K 0.12% +1,041 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 752 shares; 2025Q2: 3,067 shares 3,067 $932K 0.12% +2,315 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: 134 shares; 2024Q3: 137 shares; 2024Q4: 140 shares; 2025Q1: 187 shares; 2025Q2: 249 shares 249 $921K 0.12% +62 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: not reported; 2024Q3: 113 shares; 2024Q4: 128 shares; 2025Q1: 438 shares; 2025Q2: 1,257 shares 1,257 $919K 0.12% +819 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 940 shares; 2025Q2: 29,138 shares 29,138 $909K 0.12% +28,198 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,630 shares; 2024Q4: 2,989 shares; 2025Q1: 6,281 shares; 2025Q2: 11,220 shares 11,220 $902K 0.12% +4,939 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: 1,721 shares; 2024Q3: 1,904 shares; 2024Q4: 1,919 shares; 2025Q1: 2,805 shares; 2025Q2: 3,640 shares 3,640 $900K 0.12% +835 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: not reported; 2024Q3: 1,036 shares; 2024Q4: 3,274 shares; 2025Q1: 19,527 shares; 2025Q2: 30,062 shares 30,062 $900K 0.12% +10,535 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 49 shares; 2025Q1: 45 shares; 2025Q2: 1,342 shares 1,342 $890K 0.12% +1,297 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: 2,314 shares; 2024Q3: 2,436 shares; 2024Q4: 3,089 shares; 2025Q1: 3,949 shares; 2025Q2: 5,281 shares 5,281 $889K 0.12% +1,332 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 596 shares; 2024Q4: 646 shares; 2025Q1: 1,793 shares; 2025Q2: 5,756 shares 5,756 $883K 0.12% +3,963 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: 1,515 shares; 2024Q3: 1,586 shares; 2024Q4: 1,455 shares; 2025Q1: 2,213 shares; 2025Q2: 2,261 shares 2,261 $879K 0.12% +48 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: not reported; 2024Q3: 1,581 shares; 2024Q4: 1,678 shares; 2025Q1: 2,987 shares; 2025Q2: 10,012 shares 10,012 $875K 0.11% +7,025 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: 1,231 shares; 2024Q3: 1,465 shares; 2024Q4: 1,459 shares; 2025Q1: 1,534 shares; 2025Q2: 2,815 shares 2,815 $871K 0.11% +1,281 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: 1,889 shares; 2024Q3: 3,836 shares; 2024Q4: 4,624 shares; 2025Q1: 6,036 shares; 2025Q2: 16,124 shares 16,124 $863K 0.11% +10,088 Timeline CR CRANE COMPANY More: the full row for CRANE COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 602 shares; 2024Q4: 596 shares; 2025Q1: 809 shares; 2025Q2: 4,541 shares 4,541 $862K 0.11% +3,732 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 892 shares; 2024Q4: 1,147 shares; 2025Q1: 2,025 shares; 2025Q2: 2,952 shares 2,952 $861K 0.11% +927 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,714 shares; 2024Q3: 2,185 shares; 2024Q4: 2,171 shares; 2025Q1: 3,492 shares; 2025Q2: 4,495 shares 4,495 $838K 0.11% +1,003 Timeline USSE SEGALL BRYANT & HAMILL TR More: the full row for SEGALL BRYANT & HAMILL TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,215 shares; 2025Q2: 25,976 shares 25,976 $835K 0.11% +24,761 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: 4,410 shares; 2024Q3: 5,271 shares; 2024Q4: 5,557 shares; 2025Q1: 5,780 shares; 2025Q2: 16,900 shares 16,900 $829K 0.11% +11,120 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: 2,971 shares; 2024Q3: 3,329 shares; 2024Q4: 3,312 shares; 2025Q1: 3,649 shares; 2025Q2: 4,911 shares 4,911 $826K 0.11% +1,262 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: not reported; 2024Q3: 1,314 shares; 2024Q4: 1,274 shares; 2025Q1: 4,744 shares; 2025Q2: 6,115 shares 6,115 $815K 0.11% +1,371 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: 465 shares; 2024Q3: 511 shares; 2024Q4: 505 shares; 2025Q1: 703 shares; 2025Q2: 1,413 shares 1,413 $814K 0.11% +710 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,124 shares; 2024Q3: 3,296 shares; 2024Q4: 3,490 shares; 2025Q1: 5,970 shares; 2025Q2: 7,799 shares 7,799 $809K 0.11% +1,829 Timeline NTES NETEASE COM INC More: the full row for NETEASE COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 376 shares; 2025Q1: 3,118 shares; 2025Q2: 5,999 shares 5,999 $807K 0.11% +2,881 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,542 shares; 2024Q3: 3,475 shares; 2024Q4: 3,630 shares; 2025Q1: 4,400 shares; 2025Q2: 12,246 shares 12,246 $788K 0.1% +7,846 Timeline EQNR EQUINOR ASA More: the full row for EQUINOR ASA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,592 shares; 2025Q1: 14,980 shares; 2025Q2: 31,345 shares 31,345 $788K 0.1% +16,365 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: not reported; 2024Q3: 2,496 shares; 2024Q4: 2,744 shares; 2025Q1: 3,540 shares; 2025Q2: 10,551 shares 10,551 $786K 0.1% +7,011 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: 4,351 shares; 2024Q3: 4,355 shares; 2024Q4: 4,435 shares; 2025Q1: 6,146 shares; 2025Q2: 7,449 shares 7,449 $786K 0.1% +1,303 Timeline PDD PDD HOLDINGS INC More: the full row for PDD HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 119 shares; 2024Q4: 524 shares; 2025Q1: 6,688 shares; 2025Q2: 7,476 shares 7,476 $782K 0.1% +788 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: 2,872 shares; 2024Q3: 2,882 shares; 2024Q4: 2,989 shares; 2025Q1: 4,321 shares; 2025Q2: 5,352 shares 5,352 $778K 0.1% +1,031 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: 3,797 shares; 2024Q3: 4,323 shares; 2024Q4: 4,751 shares; 2025Q1: 5,515 shares; 2025Q2: 9,955 shares 9,955 $770K 0.1% +4,440 Timeline BINV 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 256 shares; 2025Q2: 21,433 shares 21,433 $769K 0.1% +21,177 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: 269 shares; 2024Q3: 275 shares; 2024Q4: 281 shares; 2025Q1: 392 shares; 2025Q2: 501 shares 501 $761K 0.1% +109 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 511 shares; 2024Q4: 536 shares; 2025Q1: 572 shares; 2025Q2: 8,303 shares 8,303 $761K 0.1% +7,731 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,209 shares; 2024Q3: 1,255 shares; 2024Q4: 1,271 shares; 2025Q1: 1,791 shares; 2025Q2: 2,825 shares 2,825 $756K 0.1% +1,034 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,622 shares; 2024Q3: 1,388 shares; 2024Q4: 1,314 shares; 2025Q1: 2,170 shares; 2025Q2: 5,691 shares 5,691 $753K 0.1% +3,521 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: not reported; 2024Q3: not reported; 2024Q4: 2,376 shares; 2025Q1: 10,192 shares; 2025Q2: 40,416 shares 40,416 $749K 0.1% +30,224 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: 3,870 shares; 2024Q3: 3,875 shares; 2024Q4: 3,821 shares; 2025Q1: 4,782 shares; 2025Q2: 8,901 shares 8,901 $735K 0.1% +4,119 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,022 shares; 2024Q3: 1,115 shares; 2024Q4: 1,124 shares; 2025Q1: 1,489 shares; 2025Q2: 1,918 shares 1,918 $734K 0.1% +429 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,173 shares; 2024Q3: 3,183 shares; 2024Q4: 3,153 shares; 2025Q1: 2,634 shares; 2025Q2: 5,324 shares 5,324 $732K 0.1% +2,690 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: 3,976 shares; 2024Q3: 4,088 shares; 2024Q4: 4,032 shares; 2025Q1: 2,510 shares; 2025Q2: 9,351 shares 9,351 $731K 0.1% +6,841 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,552 shares; 2024Q3: 1,526 shares; 2024Q4: 1,505 shares; 2025Q1: 1,865 shares; 2025Q2: 2,576 shares 2,576 $726K 0.1% +711 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: 4,753 shares; 2024Q3: 5,159 shares; 2024Q4: 5,564 shares; 2025Q1: 5,035 shares; 2025Q2: 7,989 shares 7,989 $726K 0.1% +2,954 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,817 shares; 2024Q3: 2,008 shares; 2024Q4: 1,970 shares; 2025Q1: 2,169 shares; 2025Q2: 2,934 shares 2,934 $723K 0.09% +765 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: not reported; 2024Q3: 6,391 shares; 2024Q4: 4,148 shares; 2025Q1: 4,975 shares; 2025Q2: 12,308 shares 12,308 $717K 0.09% +7,333 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 43 shares; 2025Q1: 148 shares; 2025Q2: 1,404 shares 1,404 $716K 0.09% +1,256 Timeline NGG NATIONAL GRID PLC More: the full row for NATIONAL GRID PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 61 shares; 2025Q1: 3,036 shares; 2025Q2: 9,466 shares 9,466 $704K 0.09% +6,430 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: 1,244 shares; 2024Q3: 1,410 shares; 2024Q4: 1,440 shares; 2025Q1: 1,361 shares; 2025Q2: 2,241 shares 2,241 $690K 0.09% +880 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: 3,553 shares; 2024Q3: 3,158 shares; 2024Q4: 4,613 shares; 2025Q1: 6,523 shares; 2025Q2: 7,856 shares 7,856 $685K 0.09% +1,333 Timeline USFD US FOODS HLDG CORP More: the full row for US FOODS HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 110 shares; 2024Q4: 144 shares; 2025Q1: 354 shares; 2025Q2: 8,881 shares 8,881 $684K 0.09% +8,527 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,940 shares 1,940 $681K 0.09% new 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: not reported; 2024Q3: not reported; 2024Q4: 390 shares; 2025Q1: 3,324 shares; 2025Q2: 3,939 shares 3,939 $678K 0.09% +615 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: not reported; 2024Q3: 2,461 shares; 2024Q4: 1,379 shares; 2025Q1: 1,626 shares; 2025Q2: 6,695 shares 6,695 $676K 0.09% +5,069 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,696 shares; 2024Q4: 7,925 shares; 2025Q1: 9,411 shares; 2025Q2: 22,841 shares 22,841 $672K 0.09% +13,430 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: not reported; 2024Q3: 2,484 shares; 2024Q4: 1,608 shares; 2025Q1: 1,536 shares; 2025Q2: 1,910 shares 1,910 $668K 0.09% +374 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: not reported; 2024Q3: 233 shares; 2024Q4: 1,966 shares; 2025Q1: 6,724 shares; 2025Q2: 13,786 shares 13,786 $663K 0.09% +7,062 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: 5,614 shares; 2024Q3: 5,896 shares; 2024Q4: 5,659 shares; 2025Q1: 5,902 shares; 2025Q2: 9,622 shares 9,622 $660K 0.09% +3,720 Timeline BLD TOPBUILD COR More: the full row for TOPBUILD COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 6 shares; 2025Q1: 610 shares; 2025Q2: 2,031 shares 2,031 $658K 0.09% +1,421 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 575 shares; 2025Q1: 1,135 shares; 2025Q2: 2,754 shares 2,754 $652K 0.09% +1,619 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: not reported; 2024Q3: 1,712 shares; 2024Q4: 1,859 shares; 2025Q1: 3,781 shares; 2025Q2: 5,883 shares 5,883 $648K 0.09% +2,102 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,925 shares; 2024Q4: 10,230 shares; 2025Q1: 10,358 shares; 2025Q2: 11,455 shares 11,455 $647K 0.08% +1,097 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,090 shares; 2025Q1: 3,405 shares; 2025Q2: 3,647 shares 3,647 $645K 0.08% +242 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: not reported; 2024Q3: 253 shares; 2024Q4: 444 shares; 2025Q1: 1,052 shares; 2025Q2: 5,783 shares 5,783 $641K 0.08% +4,731 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: 14,381 shares; 2024Q3: 8,202 shares; 2024Q4: 16,068 shares; 2025Q1: 13,432 shares; 2025Q2: 13,812 shares 13,812 $639K 0.08% +380 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,116 shares; 2024Q3: 3,365 shares; 2024Q4: 3,329 shares; 2025Q1: 4,807 shares; 2025Q2: 4,924 shares 4,924 $635K 0.08% +117 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,097 shares; 2025Q2: 15,268 shares 15,268 $630K 0.08% +14,171 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: 1,347 shares; 2024Q3: 1,340 shares; 2024Q4: 1,383 shares; 2025Q1: 1,841 shares; 2025Q2: 2,556 shares 2,556 $630K 0.08% +715 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: 784 shares; 2024Q3: 837 shares; 2024Q4: 895 shares; 2025Q1: 989 shares; 2025Q2: 1,112 shares 1,112 $630K 0.08% +123 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: not reported; 2024Q3: 2,268 shares; 2024Q4: 6,080 shares; 2025Q1: 29,496 shares; 2025Q2: 60,370 shares 60,370 $626K 0.08% +30,874 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 926 shares; 2024Q3: 1,100 shares; 2024Q4: 1,113 shares; 2025Q1: 1,409 shares; 2025Q2: 2,596 shares 2,596 $623K 0.08% +1,187 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: 4,806 shares; 2024Q3: 4,537 shares; 2024Q4: 4,745 shares; 2025Q1: 5,102 shares; 2025Q2: 8,372 shares 8,372 $622K 0.08% +3,270 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,128 shares; 2024Q3: 9,128 shares; 2024Q4: 9,177 shares; 2025Q1: 9,408 shares; 2025Q2: 15,447 shares 15,447 $622K 0.08% +6,039 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: 2,350 shares; 2024Q3: 2,444 shares; 2024Q4: 2,645 shares; 2025Q1: 4,181 shares; 2025Q2: 4,883 shares 4,883 $620K 0.08% +702 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,436 shares 4,436 $615K 0.08% new 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: not reported; 2024Q3: not reported; 2024Q4: 171 shares; 2025Q1: 171 shares; 2025Q2: 6,478 shares 6,478 $613K 0.08% +6,307 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: 3,569 shares; 2024Q3: 3,855 shares; 2024Q4: 3,999 shares; 2025Q1: 5,364 shares; 2025Q2: 5,790 shares 5,790 $612K 0.08% +426 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,266 shares; 2024Q3: 6,756 shares; 2024Q4: 6,849 shares; 2025Q1: 11,891 shares; 2025Q2: 15,866 shares 15,866 $608K 0.08% +3,975 Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 85,517 shares; 2025Q2: 142,834 shares 142,834 $607K 0.08% +57,317 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,215 shares; 2024Q3: 2,371 shares; 2024Q4: 2,655 shares; 2025Q1: 2,223 shares; 2025Q2: 3,643 shares 3,643 $605K 0.08% +1,420 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: 433 shares; 2024Q3: 430 shares; 2024Q4: 416 shares; 2025Q1: 387 shares; 2025Q2: 1,124 shares 1,124 $603K 0.08% +737 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: 868 shares; 2024Q3: 933 shares; 2024Q4: 915 shares; 2025Q1: 1,000 shares; 2025Q2: 1,129 shares 1,129 $602K 0.08% +129 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: not reported; 2024Q3: 1,266 shares; 2024Q4: 1,383 shares; 2025Q1: 1,672 shares; 2025Q2: 2,182 shares 2,182 $601K 0.08% +510 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: 4,260 shares; 2024Q3: 4,760 shares; 2024Q4: 4,182 shares; 2025Q1: 5,507 shares; 2025Q2: 5,703 shares 5,703 $599K 0.08% +196 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 103 shares; 2024Q4: 366 shares; 2025Q1: 441 shares; 2025Q2: 719 shares 719 $595K 0.08% +278 Timeline CCL CARNIVAL CORP More: the full row for CARNIVAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,169 shares; 2024Q3: 16,389 shares; 2024Q4: 16,293 shares; 2025Q1: 17,111 shares; 2025Q2: 20,967 shares 20,967 $590K 0.08% +3,856 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: 2,767 shares; 2024Q3: 2,806 shares; 2024Q4: 2,766 shares; 2025Q1: 4,378 shares; 2025Q2: 14,025 shares 14,025 $589K 0.08% +9,647 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: not reported; 2024Q3: 368 shares; 2024Q4: 376 shares; 2025Q1: 553 shares; 2025Q2: 1,451 shares 1,451 $586K 0.08% +898 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: 4,165 shares; 2024Q3: 4,309 shares; 2024Q4: 4,444 shares; 2025Q1: 5,091 shares; 2025Q2: 7,557 shares 7,557 $584K 0.08% +2,466 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: 2,936 shares; 2024Q3: 3,283 shares; 2024Q4: 3,858 shares; 2025Q1: 5,112 shares; 2025Q2: 4,865 shares 4,865 $582K 0.08% -247 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 329 shares; 2024Q4: 1,635 shares; 2025Q1: 9,748 shares; 2025Q2: 11,953 shares 11,953 $577K 0.08% +2,205 Timeline SWPPX SCHWAB S&P 500 INDEX-SEL More: the full row for SCHWAB S&P 500 INDEX-SEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 636 shares; 2025Q2: 5,993 shares 5,993 $574K 0.08% +5,357 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,506 shares; 2024Q3: 1,525 shares; 2024Q4: 2,146 shares; 2025Q1: 3,269 shares; 2025Q2: 4,805 shares 4,805 $573K 0.08% +1,536 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: not reported; 2024Q3: 2,219 shares; 2024Q4: 2,178 shares; 2025Q1: 1,841 shares; 2025Q2: 7,902 shares 7,902 $569K 0.07% +6,061 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: not reported; 2024Q3: not reported; 2024Q4: 220 shares; 2025Q1: 1,015 shares; 2025Q2: 3,513 shares 3,513 $562K 0.07% +2,498 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,199 shares; 2024Q3: 10,651 shares; 2024Q4: 10,305 shares; 2025Q1: 10,297 shares; 2025Q2: 17,135 shares 17,135 $559K 0.07% +6,838 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,767 shares; 2024Q4: 1,840 shares; 2025Q1: 2,548 shares; 2025Q2: 3,631 shares 3,631 $543K 0.07% +1,083 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,945 shares; 2025Q1: 18,875 shares; 2025Q2: 29,173 shares 29,173 $540K 0.07% +10,298 Timeline BIIB BIOGEN INC More: the full row for BIOGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 103 shares; 2024Q4: 620 shares; 2025Q1: 929 shares; 2025Q2: 4,254 shares 4,254 $534K 0.07% +3,325 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: not reported; 2024Q3: 3,106 shares; 2024Q4: 3,611 shares; 2025Q1: 5,663 shares; 2025Q2: 7,295 shares 7,295 $534K 0.07% +1,632 Timeline EUPAC FD EUPAC FD More: the full row for EUPAC FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,777 shares 8,777 $532K 0.07% new LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,946 shares; 2024Q3: 1,979 shares; 2024Q4: 2,036 shares; 2025Q1: 2,693 shares; 2025Q2: 4,810 shares 4,810 $532K 0.07% +2,117 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: 932 shares; 2025Q2: 1,898 shares 1,898 $531K 0.07% +966 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,123 shares; 2024Q3: 4,570 shares; 2024Q4: 4,549 shares; 2025Q1: 6,070 shares; 2025Q2: 5,583 shares 5,583 $531K 0.07% -487 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: 3,054 shares; 2024Q3: 3,609 shares; 2024Q4: 3,917 shares; 2025Q1: 5,071 shares; 2025Q2: 6,971 shares 6,971 $528K 0.07% +1,900 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: 27,238 shares; 2024Q3: 6,898 shares; 2024Q4: 9,046 shares; 2025Q1: 21,414 shares; 2025Q2: 23,487 shares 23,487 $526K 0.07% +2,073 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 18 shares; 2024Q4: 15 shares; 2025Q1: 502 shares; 2025Q2: 498 shares 498 $526K 0.07% -4 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,395 shares; 2024Q3: 6,592 shares; 2024Q4: 6,059 shares; 2025Q1: 5,892 shares; 2025Q2: 6,475 shares 6,475 $523K 0.07% +583 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,393 shares; 2024Q3: 1,378 shares; 2024Q4: 1,510 shares; 2025Q1: 1,507 shares; 2025Q2: 2,042 shares 2,042 $522K 0.07% +535 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 189 shares; 2024Q4: 1,072 shares; 2025Q1: 4,025 shares; 2025Q2: 8,899 shares 8,899 $519K 0.07% +4,874 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: not reported; 2024Q3: not reported; 2024Q4: 635 shares; 2025Q1: 1,753 shares; 2025Q2: 2,528 shares 2,528 $517K 0.07% +775 Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 625 shares; 2024Q4: 634 shares; 2025Q1: 1,279 shares; 2025Q2: 7,015 shares 7,015 $514K 0.07% +5,736 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,203 shares; 2024Q3: 4,346 shares; 2024Q4: 4,293 shares; 2025Q1: 4,884 shares; 2025Q2: 6,295 shares 6,295 $514K 0.07% +1,411 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: 1,298 shares; 2024Q3: 1,332 shares; 2024Q4: 1,302 shares; 2025Q1: 1,400 shares; 2025Q2: 2,076 shares 2,076 $513K 0.07% +676 Timeline PINS PINTEREST INC More: the full row for PINTEREST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,131 shares; 2024Q4: 6,191 shares; 2025Q1: 6,743 shares; 2025Q2: 14,283 shares 14,283 $512K 0.07% +7,540 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 597 shares; 2024Q4: 663 shares; 2025Q1: 891 shares; 2025Q2: 1,553 shares 1,553 $508K 0.07% +662 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: 1,053 shares; 2024Q3: 1,114 shares; 2024Q4: 1,152 shares; 2025Q1: 1,256 shares; 2025Q2: 1,718 shares 1,718 $504K 0.07% +462 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: not reported; 2024Q3: 419 shares; 2024Q4: 492 shares; 2025Q1: 615 shares; 2025Q2: 1,325 shares 1,325 $501K 0.07% +710 Timeline MR COOPER GROUP INC MR COOPER GROUP INC More: the full row for MR COOPER GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 104 shares; 2025Q2: 3,342 shares 3,342 $499K 0.07% +3,238 UDR UDR INC More: the full row for UDR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 717 shares; 2024Q4: 794 shares; 2025Q1: 1,784 shares; 2025Q2: 12,145 shares 12,145 $496K 0.07% +10,361 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,638 shares; 2025Q1: 9,286 shares; 2025Q2: 35,068 shares 35,068 $496K 0.07% +25,782 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,492 shares; 2025Q2: 19,170 shares 19,170 $494K 0.06% +12,678 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: 2,132 shares; 2024Q3: 2,155 shares; 2024Q4: 2,163 shares; 2025Q1: 2,251 shares; 2025Q2: 3,064 shares 3,064 $492K 0.06% +813 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: 4,143 shares; 2024Q3: 3,511 shares; 2024Q4: 4,245 shares; 2025Q1: 5,767 shares; 2025Q2: 7,839 shares 7,839 $491K 0.06% +2,072 Timeline BDC BELDEN INC More: the full row for BELDEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5 shares; 2025Q1: 4,045 shares; 2025Q2: 4,237 shares 4,237 $491K 0.06% +192 Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 601 shares; 2025Q1: 4,223 shares; 2025Q2: 17,018 shares 17,018 $491K 0.06% +12,795 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: 6,734 shares; 2024Q3: 3,962 shares; 2024Q4: 5,092 shares; 2025Q1: 4,824 shares; 2025Q2: 6,852 shares 6,852 $487K 0.06% +2,028 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 653 shares; 2024Q4: 1,860 shares; 2025Q1: 9,922 shares; 2025Q2: 22,227 shares 22,227 $486K 0.06% +12,305 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 435 shares; 2024Q3: 450 shares; 2024Q4: 470 shares; 2025Q1: 421 shares; 2025Q2: 644 shares 644 $485K 0.06% +223 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: not reported; 2024Q3: 5,645 shares; 2024Q4: 6,041 shares; 2025Q1: 6,046 shares; 2025Q2: 11,190 shares 11,190 $485K 0.06% +5,144 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 228 shares; 2024Q4: 162 shares; 2025Q1: 224 shares; 2025Q2: 2,026 shares 2,026 $477K 0.06% +1,802 Timeline VFIAX VANGUARD 500 INDEX-ADM More: the full row for VANGUARD 500 INDEX-ADM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 122 shares; 2025Q1: 116 shares; 2025Q2: 832 shares 832 $476K 0.06% +716 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: 18,075 shares; 2024Q3: 18,195 shares; 2024Q4: 18,155 shares; 2025Q1: 19,478 shares; 2025Q2: 23,182 shares 23,182 $474K 0.06% +3,704 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: not reported; 2024Q3: 72 shares; 2024Q4: 77 shares; 2025Q1: 645 shares; 2025Q2: 924 shares 924 $473K 0.06% +279 Timeline VALE VALE S A More: the full row for VALE S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 880 shares; 2024Q4: 2,780 shares; 2025Q1: 33,904 shares; 2025Q2: 48,710 shares 48,710 $473K 0.06% +14,806 Timeline COMB GRANITESHARES ETF TR More: the full row for GRANITESHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,073 shares; 2025Q2: 22,506 shares 22,506 $472K 0.06% -7,567 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,541 shares; 2024Q4: 4,611 shares; 2025Q1: 7,447 shares; 2025Q2: 10,876 shares 10,876 $472K 0.06% +3,429 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 515 shares; 2024Q4: 563 shares; 2025Q1: 4,124 shares; 2025Q2: 8,671 shares 8,671 $471K 0.06% +4,547 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 109 shares; 2025Q2: 1,386 shares 1,386 $471K 0.06% +1,277 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 255 shares; 2024Q3: 263 shares; 2024Q4: 277 shares; 2025Q1: 343 shares; 2025Q2: 447 shares 447 $465K 0.06% +104 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: 1,419 shares; 2024Q3: 1,521 shares; 2024Q4: 1,580 shares; 2025Q1: 1,913 shares; 2025Q2: 2,037 shares 2,037 $463K 0.06% +124 Timeline PCGG LITMAN GREGORY FDS TR More: the full row for LITMAN GREGORY FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,081 shares; 2025Q2: 38,329 shares 38,329 $459K 0.06% +37,248 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: not reported; 2024Q3: 1,419 shares; 2024Q4: 1,414 shares; 2025Q1: 2,565 shares; 2025Q2: 3,270 shares 3,270 $458K 0.06% +705 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: 4,591 shares; 2024Q3: 4,792 shares; 2024Q4: 5,202 shares; 2025Q1: 6,857 shares; 2025Q2: 10,088 shares 10,088 $456K 0.06% +3,231 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 836 shares; 2024Q3: 855 shares; 2024Q4: 881 shares; 2025Q1: 980 shares; 2025Q2: 1,744 shares 1,744 $455K 0.06% +764 Timeline COHR COHERENT CORP More: the full row for COHERENT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 21 shares; 2024Q4: 47 shares; 2025Q1: 339 shares; 2025Q2: 5,074 shares 5,074 $453K 0.06% +4,735 Timeline APO APOLLO GLOBAL MGMT INC More: the full row for APOLLO GLOBAL MGMT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,413 shares; 2024Q4: 747 shares; 2025Q1: 948 shares; 2025Q2: 3,184 shares 3,184 $452K 0.06% +2,236 Timeline PVH PVH CORPORATION More: the full row for PVH CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,794 shares; 2024Q3: 4,741 shares; 2024Q4: 4,626 shares; 2025Q1: 4,533 shares; 2025Q2: 6,583 shares 6,583 $452K 0.06% +2,050 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: not reported; 2024Q3: not reported; 2024Q4: 40 shares; 2025Q1: 5,336 shares; 2025Q2: 7,226 shares 7,226 $451K 0.06% +1,890 Timeline GVI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,209 shares 4,209 $449K 0.06% new 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: not reported; 2024Q3: 373 shares; 2024Q4: 369 shares; 2025Q1: 1,348 shares; 2025Q2: 1,275 shares 1,275 $448K 0.06% -73 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: 1,694 shares; 2024Q3: 1,760 shares; 2024Q4: 672 shares; 2025Q1: 720 shares; 2025Q2: 1,273 shares 1,273 $446K 0.06% +553 Timeline PEN PENUMBRA INC More: the full row for PENUMBRA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 81 shares; 2024Q4: 81 shares; 2025Q1: 99 shares; 2025Q2: 1,732 shares 1,732 $444K 0.06% +1,633 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 674 shares; 2024Q4: 663 shares; 2025Q1: 883 shares; 2025Q2: 2,454 shares 2,454 $442K 0.06% +1,571 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 992 shares; 2024Q4: 1,006 shares; 2025Q1: 1,125 shares; 2025Q2: 1,758 shares 1,758 $441K 0.06% +633 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: 690 shares; 2024Q3: 736 shares; 2024Q4: 610 shares; 2025Q1: 700 shares; 2025Q2: 1,793 shares 1,793 $438K 0.06% +1,093 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: not reported; 2024Q3: 1,040 shares; 2024Q4: 1,036 shares; 2025Q1: 1,081 shares; 2025Q2: 4,680 shares 4,680 $438K 0.06% +3,599 Timeline FNB F N B CORP More: the full row for F N B CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,211 shares; 2024Q4: 2,789 shares; 2025Q1: 4,751 shares; 2025Q2: 29,978 shares 29,978 $437K 0.06% +25,227 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 169 shares; 2024Q4: 201 shares; 2025Q1: 240 shares; 2025Q2: 1,880 shares 1,880 $435K 0.06% +1,640 Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,229 shares; 2025Q1: 12,176 shares; 2025Q2: 28,122 shares 28,122 $435K 0.06% +15,946 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,580 shares; 2025Q2: 6,960 shares 6,960 $433K 0.06% +5,380 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: 7,275 shares; 2024Q3: 5,529 shares; 2024Q4: 983 shares; 2025Q1: 4,657 shares; 2025Q2: 6,253 shares 6,253 $431K 0.06% +1,596 Timeline EHC ENCOMPASS HEALTH CORP More: the full row for ENCOMPASS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 35 shares; 2024Q4: 38 shares; 2025Q1: 205 shares; 2025Q2: 3,507 shares 3,507 $430K 0.06% +3,302 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 952 shares; 2025Q2: 980 shares 980 $428K 0.06% +28 Timeline UE URBAN EDGE PPTYS More: the full row for URBAN EDGE PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 22,389 shares; 2025Q2: 22,889 shares 22,889 $427K 0.06% +500 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,872 shares 9,872 $426K 0.06% new 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: 5,012 shares; 2024Q3: 5,554 shares; 2024Q4: 1,725 shares; 2025Q1: 3,397 shares; 2025Q2: 15,871 shares 15,871 $420K 0.06% +12,474 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: not reported; 2024Q3: 790 shares; 2024Q4: 804 shares; 2025Q1: 1,525 shares; 2025Q2: 1,905 shares 1,905 $415K 0.05% +380 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 38 shares; 2025Q1: 740 shares; 2025Q2: 4,283 shares 4,283 $413K 0.05% +3,543 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,118 shares; 2024Q4: 1,331 shares; 2025Q1: 1,637 shares; 2025Q2: 3,826 shares 3,826 $411K 0.05% +2,189 Timeline VONE 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,460 shares 1,460 $410K 0.05% new Timeline T. ROWE PRICE COMM & TECH I… T. ROWE PRICE COMM & TECH INVESTOR More: the full row for T. ROWE PRICE COMM & TECH INVESTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,365 shares 2,365 $410K 0.05% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 213 shares; 2025Q2: 6,886 shares 6,886 $409K 0.05% +6,673 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: 167 shares; 2025Q1: 390 shares; 2025Q2: 3,084 shares 3,084 $406K 0.05% +2,694 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,332 shares; 2024Q4: 1,549 shares; 2025Q1: 1,430 shares; 2025Q2: 3,102 shares 3,102 $406K 0.05% +1,672 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: not reported; 2024Q3: 446 shares; 2024Q4: 550 shares; 2025Q1: 1,092 shares; 2025Q2: 2,664 shares 2,664 $405K 0.05% +1,572 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,257 shares; 2025Q2: 5,226 shares 5,226 $404K 0.05% -31 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: 793 shares; 2024Q3: 804 shares; 2024Q4: 1,213 shares; 2025Q1: 1,169 shares; 2025Q2: 1,214 shares 1,214 $403K 0.05% +45 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: not reported; 2024Q3: 1,495 shares; 2024Q4: 1,496 shares; 2025Q1: 2,061 shares; 2025Q2: 2,511 shares 2,511 $401K 0.05% +450 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,418 shares; 2024Q3: 1,414 shares; 2024Q4: 1,438 shares; 2025Q1: 1,621 shares; 2025Q2: 1,988 shares 1,988 $400K 0.05% +367 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: not reported; 2024Q3: 76 shares; 2024Q4: 105 shares; 2025Q1: 905 shares; 2025Q2: 7,215 shares 7,215 $398K 0.05% +6,310 Timeline PUK PRUDENTIAL PLC More: the full row for PRUDENTIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 883 shares; 2025Q1: 6,076 shares; 2025Q2: 15,895 shares 15,895 $398K 0.05% +9,819 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 727 shares; 2024Q4: 691 shares; 2025Q1: 898 shares; 2025Q2: 1,372 shares 1,372 $396K 0.05% +474 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,822 shares; 2025Q1: 30,849 shares; 2025Q2: 47,808 shares 47,808 $394K 0.05% +16,959 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,933 shares; 2024Q3: 7,071 shares; 2024Q4: 7,304 shares; 2025Q1: 8,073 shares; 2025Q2: 8,788 shares 8,788 $393K 0.05% +715 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: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 15 shares; 2025Q2: 150 shares 150 $392K 0.05% +135 Timeline DV DOUBLEVERIFY HLDGS INC More: the full row for DOUBLEVERIFY HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 2 shares; 2025Q1: 655 shares; 2025Q2: 26,039 shares 26,039 $390K 0.05% +25,384 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 218 shares; 2025Q1: 567 shares; 2025Q2: 964 shares 964 $390K 0.05% +397 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 805 shares; 2024Q4: 297 shares; 2025Q1: 1,119 shares; 2025Q2: 1,999 shares 1,999 $387K 0.05% +880 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: not reported; 2024Q3: 1,314 shares; 2024Q4: 1,341 shares; 2025Q1: 1,503 shares; 2025Q2: 1,972 shares 1,972 $386K 0.05% +469 Timeline AOSL ALPHA & OMEGA SEMICONDUCTOR More: the full row for ALPHA & OMEGA SEMICONDUCTOR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 168 shares; 2025Q1: 263 shares; 2025Q2: 14,985 shares 14,985 $385K 0.05% +14,722 Timeline TH TARGET HOSPITALITY CORP More: the full row for TARGET HOSPITALITY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 80 shares; 2025Q2: 53,991 shares 53,991 $384K 0.05% +53,911 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 382 shares; 2024Q4: 479 shares; 2025Q1: 502 shares; 2025Q2: 1,630 shares 1,630 $383K 0.05% +1,128 Timeline DFAX DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,813 shares; 2025Q2: 13,017 shares 13,017 $382K 0.05% +9,204 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,222 shares; 2024Q4: 1,559 shares; 2025Q1: 2,671 shares; 2025Q2: 3,668 shares 3,668 $382K 0.05% +997 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,520 shares 5,520 $381K 0.05% new Timeline SMMT SUMMIT THERAPEUTICS INC More: the full row for SUMMIT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,621 shares; 2025Q1: 1,918 shares; 2025Q2: 17,802 shares 17,802 $379K 0.05% +15,884 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,943 shares; 2024Q3: 1,873 shares; 2024Q4: 1,748 shares; 2025Q1: 1,847 shares; 2025Q2: 2,163 shares 2,163 $376K 0.05% +316 Timeline KEY KEYCORP More: the full row for KEYCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,808 shares; 2024Q4: 5,814 shares; 2025Q1: 7,636 shares; 2025Q2: 21,431 shares 21,431 $373K 0.05% +13,795 Timeline WCC WESCO INTL INC More: the full row for WESCO INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 173 shares; 2024Q4: 174 shares; 2025Q1: 283 shares; 2025Q2: 1,999 shares 1,999 $370K 0.05% +1,716 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: 1,453 shares; 2024Q3: 1,686 shares; 2024Q4: 1,669 shares; 2025Q1: 1,988 shares; 2025Q2: 2,123 shares 2,123 $370K 0.05% +135 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 115 shares; 2025Q2: 691 shares 691 $370K 0.05% +576 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: not reported; 2024Q3: 843 shares; 2024Q4: 911 shares; 2025Q1: 1,092 shares; 2025Q2: 1,434 shares 1,434 $370K 0.05% +342 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: not reported; 2024Q3: 1,139 shares; 2024Q4: 1,165 shares; 2025Q1: 1,257 shares; 2025Q2: 1,770 shares 1,770 $369K 0.05% +513 Timeline HII HUNTINGTON INGALLS INDS INC More: the full row for HUNTINGTON INGALLS INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 313 shares; 2024Q4: 298 shares; 2025Q1: 593 shares; 2025Q2: 1,515 shares 1,515 $366K 0.05% +922 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: not reported; 2024Q3: 9,647 shares; 2024Q4: 9,405 shares; 2025Q1: 17,776 shares; 2025Q2: 21,597 shares 21,597 $362K 0.05% +3,821 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,164 shares; 2024Q4: 1,326 shares; 2025Q1: 1,945 shares; 2025Q2: 2,721 shares 2,721 $362K 0.05% +776 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: 2,266 shares; 2024Q3: 2,038 shares; 2024Q4: 1,953 shares; 2025Q1: 1,997 shares; 2025Q2: 4,137 shares 4,137 $361K 0.05% +2,140 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: 4,647 shares; 2024Q3: 1,778 shares; 2024Q4: 1,707 shares; 2025Q1: 3,831 shares; 2025Q2: 4,615 shares 4,615 $360K 0.05% +784 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,000 shares; 2024Q4: 2,346 shares; 2025Q1: 2,507 shares; 2025Q2: 7,293 shares 7,293 $359K 0.05% +4,786 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: not reported; 2024Q3: 2,358 shares; 2024Q4: 3,423 shares; 2025Q1: 2,746 shares; 2025Q2: 4,241 shares 4,241 $357K 0.05% +1,495 Timeline VOD VODAFONE GROUP PLC More: the full row for VODAFONE GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 745 shares; 2025Q1: 21,798 shares; 2025Q2: 33,434 shares 33,434 $356K 0.05% +11,636 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 634 shares; 2024Q4: 671 shares; 2025Q1: 739 shares; 2025Q2: 870 shares 870 $356K 0.05% +131 Timeline SNN SMITH & NEPHEW PLC More: the full row for SMITH & NEPHEW PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 139 shares; 2025Q1: 4,429 shares; 2025Q2: 11,610 shares 11,610 $356K 0.05% +7,181 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: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 244 shares; 2025Q2: 2,148 shares 2,148 $354K 0.05% +1,904 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: not reported; 2024Q3: 940 shares; 2024Q4: 959 shares; 2025Q1: 1,007 shares; 2025Q2: 1,447 shares 1,447 $352K 0.05% +440 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,985 shares; 2024Q3: 3,880 shares; 2024Q4: 4,497 shares; 2025Q1: 2,463 shares; 2025Q2: 3,430 shares 3,430 $352K 0.05% +967 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: not reported; 2024Q3: not reported; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 637 shares 637 $351K 0.05% +502 Timeline RLAY RELAY THERAPEUTICS INC More: the full row for RELAY THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,801 shares; 2025Q1: 6,055 shares; 2025Q2: 101,057 shares 101,057 $350K 0.05% +95,002 Timeline STM STMICROELECTRONICS N V More: the full row for STMICROELECTRONICS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 340 shares; 2025Q1: 4,678 shares; 2025Q2: 11,482 shares 11,482 $349K 0.05% +6,804 Timeline MXL MAXLINEAR INC More: the full row for MAXLINEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 81 shares; 2025Q1: 754 shares; 2025Q2: 24,443 shares 24,443 $347K 0.05% +23,689 Timeline ON ON SEMICONDUCTOR CORP More: the full row for ON SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,730 shares; 2024Q4: 1,624 shares; 2025Q1: 3,619 shares; 2025Q2: 6,622 shares 6,622 $347K 0.05% +3,003 Timeline ARW ARROW ELECTRS INC More: the full row for ARROW ELECTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 183 shares; 2025Q1: 3,275 shares; 2025Q2: 2,722 shares 2,722 $347K 0.05% -553 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: 1,722 shares; 2024Q3: 820 shares; 2024Q4: 617 shares; 2025Q1: 1,048 shares; 2025Q2: 1,548 shares 1,548 $346K 0.05% +500 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: not reported; 2024Q3: 228 shares; 2024Q4: 276 shares; 2025Q1: 1,101 shares; 2025Q2: 3,356 shares 3,356 $346K 0.05% +2,255 Timeline CORT CORCEPT THERAPEUTICS INC More: the full row for CORCEPT THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 373 shares; 2025Q2: 4,709 shares 4,709 $346K 0.05% +4,336 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: not reported; 2024Q3: 154 shares; 2024Q4: 157 shares; 2025Q1: 671 shares; 2025Q2: 617 shares 617 $343K 0.05% -54 Timeline AMX AMERICA MOVIL SAB DE CV More: the full row for AMERICA MOVIL SAB DE CV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,374 shares; 2025Q1: 7,743 shares; 2025Q2: 19,044 shares 19,044 $342K 0.04% +11,301 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: 1,763 shares; 2024Q3: 1,887 shares; 2024Q4: 1,851 shares; 2025Q1: 1,688 shares; 2025Q2: 2,889 shares 2,889 $341K 0.04% +1,201 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: not reported; 2024Q3: 506 shares; 2024Q4: 554 shares; 2025Q1: 1,116 shares; 2025Q2: 2,092 shares 2,092 $336K 0.04% +976 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,468 shares; 2024Q4: 7,287 shares; 2025Q1: 7,976 shares; 2025Q2: 14,243 shares 14,243 $335K 0.04% +6,267 Timeline GFI GOLD FIELDS LTD More: the full row for GOLD FIELDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 784 shares; 2025Q1: 4,291 shares; 2025Q2: 14,139 shares 14,139 $335K 0.04% +9,848 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: not reported; 2024Q3: 738 shares; 2024Q4: 822 shares; 2025Q1: 854 shares; 2025Q2: 1,072 shares 1,072 $334K 0.04% +218 Timeline MRVI MARAVAI LIFESCIENCES HLDGS I More: the full row for MARAVAI LIFESCIENCES HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 129 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 138,506 shares 138,506 $334K 0.04% new Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: 28 shares; 2025Q1: 58 shares; 2025Q2: 3,379 shares 3,379 $332K 0.04% +3,321 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,275 shares; 2024Q4: 2,838 shares; 2025Q1: 7,117 shares; 2025Q2: 9,765 shares 9,765 $331K 0.04% +2,648 Timeline LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 627 shares; 2024Q4: 1,166 shares; 2025Q1: 811 shares; 2025Q2: 5,702 shares 5,702 $330K 0.04% +4,891 Timeline EPP 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,971 shares 7,971 $329K 0.04% new Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 13 shares; 2025Q1: 650 shares; 2025Q2: 6,594 shares 6,594 $329K 0.04% +5,944 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,525 shares; 2024Q3: 2,527 shares; 2024Q4: 2,553 shares; 2025Q1: 2,954 shares; 2025Q2: 3,203 shares 3,203 $329K 0.04% +249 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 757 shares; 2024Q4: 718 shares; 2025Q1: 902 shares; 2025Q2: 3,072 shares 3,072 $327K 0.04% +2,170 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: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 112 shares; 2025Q2: 2,248 shares 2,248 $326K 0.04% +2,136 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: not reported; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 667 shares; 2025Q2: 5,414 shares 5,414 $325K 0.04% +4,747 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: 1,050 shares; 2024Q3: 1,163 shares; 2024Q4: 1,255 shares; 2025Q1: 1,497 shares; 2025Q2: 2,000 shares 2,000 $325K 0.04% +503 Timeline PR PERMIAN RESOURCES CORP More: the full row for PERMIAN RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 584 shares; 2025Q1: 3,118 shares; 2025Q2: 23,793 shares 23,793 $324K 0.04% +20,675 Timeline ENTA ENANTA PHARMACEUTICALS INC More: the full row for ENANTA PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 42,514 shares 42,514 $321K 0.04% new Timeline GOLDEN OCEAN GROUP LTD GOLDEN OCEAN GROUP LTD More: the full row for GOLDEN OCEAN GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 43,819 shares 43,819 $321K 0.04% new ILMN ILLUMINA INC More: the full row for ILLUMINA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 611 shares; 2025Q1: 527 shares; 2025Q2: 3,354 shares 3,354 $320K 0.04% +2,827 Timeline EQH EQUITABLE HLDGS INC More: the full row for EQUITABLE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,953 shares; 2024Q4: 2,835 shares; 2025Q1: 3,430 shares; 2025Q2: 5,702 shares 5,702 $320K 0.04% +2,272 Timeline EC ECOPETROL S A More: the full row for ECOPETROL S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,237 shares; 2025Q1: 15,135 shares; 2025Q2: 36,136 shares 36,136 $320K 0.04% +21,001 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: 2,643 shares; 2024Q3: 3,284 shares; 2024Q4: 2,361 shares; 2025Q1: 4,464 shares; 2025Q2: 4,525 shares 4,525 $318K 0.04% +61 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: not reported; 2024Q3: 1,796 shares; 2024Q4: 1,770 shares; 2025Q1: 2,307 shares; 2025Q2: 3,311 shares 3,311 $318K 0.04% +1,004 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 798 shares; 2024Q4: 1,677 shares; 2025Q1: 1,974 shares; 2025Q2: 4,058 shares 4,058 $316K 0.04% +2,084 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: not reported; 2024Q3: 187 shares; 2024Q4: 199 shares; 2025Q1: 260 shares; 2025Q2: 411 shares 411 $315K 0.04% +151 Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 451 shares; 2025Q1: 14,315 shares; 2025Q2: 40,994 shares 40,994 $314K 0.04% +26,679 Timeline EWBC EAST WEST BANCORP INC More: the full row for EAST WEST BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,180 shares; 2024Q4: 2,092 shares; 2025Q1: 2,706 shares; 2025Q2: 3,101 shares 3,101 $313K 0.04% +395 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: not reported; 2024Q3: 301 shares; 2024Q4: 491 shares; 2025Q1: 1,307 shares; 2025Q2: 2,437 shares 2,437 $313K 0.04% +1,130 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 985 shares; 2024Q4: 964 shares; 2025Q1: 1,200 shares; 2025Q2: 3,762 shares 3,762 $311K 0.04% +2,562 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: not reported; 2024Q3: 662 shares; 2024Q4: 665 shares; 2025Q1: 774 shares; 2025Q2: 1,281 shares 1,281 $311K 0.04% +507 Timeline MT ARCELORMITTAL SA LUXEMBOURG More: the full row for ARCELORMITTAL SA LUXEMBOURG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3 shares; 2025Q1: 4,303 shares; 2025Q2: 9,838 shares 9,838 $311K 0.04% +5,535 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: not reported; 2024Q3: 514 shares; 2024Q4: 610 shares; 2025Q1: 1,181 shares; 2025Q2: 2,529 shares 2,529 $310K 0.04% +1,348 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: not reported; 2024Q3: 4,627 shares; 2024Q4: 2,239 shares; 2025Q1: 4,904 shares; 2025Q2: 9,152 shares 9,152 $309K 0.04% +4,248 Timeline METC RAMACO RES INC More: the full row for RAMACO RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,986 shares; 2025Q2: 23,491 shares 23,491 $309K 0.04% +20,505 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 584 shares; 2024Q4: 619 shares; 2025Q1: 669 shares; 2025Q2: 1,269 shares 1,269 $308K 0.04% +600 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,070 shares; 2024Q3: 3,305 shares; 2024Q4: 3,343 shares; 2025Q1: 3,330 shares; 2025Q2: 3,878 shares 3,878 $308K 0.04% +548 Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 646 shares; 2025Q1: 7,650 shares; 2025Q2: 29,788 shares 29,788 $308K 0.04% +22,138 Timeline FCPT FOUR CORNERS PPTY TR INC More: the full row for FOUR CORNERS PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 114 shares; 2025Q1: 1,698 shares; 2025Q2: 11,383 shares 11,383 $306K 0.04% +9,685 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: not reported; 2024Q3: 4,254 shares; 2024Q4: 4,204 shares; 2025Q1: 3,965 shares; 2025Q2: 5,315 shares 5,315 $306K 0.04% +1,350 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14,637 shares; 2024Q4: 14,498 shares; 2025Q1: 16,367 shares; 2025Q2: 28,214 shares 28,214 $306K 0.04% +11,847 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 714 shares; 2025Q2: 1,235 shares 1,235 $304K 0.04% +521 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: 1,480 shares; 2024Q3: 1,567 shares; 2024Q4: 1,582 shares; 2025Q1: 1,568 shares; 2025Q2: 1,681 shares 1,681 $304K 0.04% +113 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,549 shares; 2024Q4: 2,535 shares; 2025Q1: 2,453 shares; 2025Q2: 2,891 shares 2,891 $304K 0.04% +438 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: not reported; 2024Q3: 569 shares; 2024Q4: 616 shares; 2025Q1: 648 shares; 2025Q2: 2,250 shares 2,250 $302K 0.04% +1,602 Timeline TX TERNIUM SA More: the full row for TERNIUM SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 2,018 shares; 2025Q2: 10,036 shares 10,036 $302K 0.04% +8,018 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: not reported; 2024Q3: 1,200 shares; 2024Q4: 1,091 shares; 2025Q1: 2,010 shares; 2025Q2: 3,754 shares 3,754 $302K 0.04% +1,744 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: not reported; 2024Q3: 1,688 shares; 2024Q4: 1,672 shares; 2025Q1: 3,086 shares; 2025Q2: 3,629 shares 3,629 $302K 0.04% +543 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,247 shares; 2024Q4: 1,315 shares; 2025Q1: 1,560 shares; 2025Q2: 1,673 shares 1,673 $300K 0.04% +113 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,606 shares; 2024Q3: 3,932 shares; 2024Q4: 4,052 shares; 2025Q1: 3,809 shares; 2025Q2: 5,773 shares 5,773 $299K 0.04% +1,964 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,859 shares; 2024Q4: 1,612 shares; 2025Q1: 2,411 shares; 2025Q2: 5,126 shares 5,126 $299K 0.04% +2,715 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: not reported; 2024Q3: 177 shares; 2024Q4: 178 shares; 2025Q1: 272 shares; 2025Q2: 2,586 shares 2,586 $295K 0.04% +2,314 Timeline CMA COMERICA INC More: the full row for COMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,959 shares; 2024Q3: 4,054 shares; 2024Q4: 4,094 shares; 2025Q1: 4,216 shares; 2025Q2: 4,918 shares 4,918 $293K 0.04% +702 Timeline ADM ARCHER DANIELS MIDLAND CO More: the full row for ARCHER DANIELS MIDLAND CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,937 shares; 2024Q3: 3,865 shares; 2024Q4: 3,384 shares; 2025Q1: 6,459 shares; 2025Q2: 5,517 shares 5,517 $291K 0.04% -942 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,433 shares; 2024Q4: 2,565 shares; 2025Q1: 3,568 shares; 2025Q2: 6,774 shares 6,774 $291K 0.04% +3,206 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,610 shares 10,610 $291K 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: 1,721 shares; 2025Q1: 13,181 shares; 2025Q2: 23,258 shares 23,258 $291K 0.04% +10,077 Timeline SWVXX SCHWA PRIME ADV MONEY FD-INV More: the full row for SCHWA PRIME ADV MONEY FD-INV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 290,273 shares 290,273 $290K 0.04% new Timeline ILF 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,400 shares 11,400 $290K 0.04% new Timeline RDY DR REDDYS LABS LTD More: the full row for DR REDDYS LABS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,080 shares; 2025Q1: 6,393 shares; 2025Q2: 19,254 shares 19,254 $289K 0.04% +12,861 Timeline RRR RED ROCK RESORTS INC More: the full row for RED ROCK RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 41 shares; 2025Q2: 5,555 shares 5,555 $289K 0.04% +5,514 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 269 shares; 2024Q4: 284 shares; 2025Q1: 412 shares; 2025Q2: 920 shares 920 $289K 0.04% +508 Timeline CPB THE CAMPBELLS COMPANY More: the full row for THE CAMPBELLS COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 63 shares; 2024Q4: 326 shares; 2025Q1: 514 shares; 2025Q2: 9,353 shares 9,353 $287K 0.04% +8,839 Timeline SPTM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,792 shares; 2025Q2: 3,827 shares 3,827 $287K 0.04% +2,035 Timeline CHRD CHORD ENERGY CORPORATION More: the full row for CHORD ENERGY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 246 shares; 2025Q1: 293 shares; 2025Q2: 2,958 shares 2,958 $286K 0.04% +2,665 Timeline TEVA TEVA PHARMACEUTICAL INDS LTD More: the full row for TEVA PHARMACEUTICAL INDS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 995 shares; 2025Q1: 5,009 shares; 2025Q2: 17,041 shares 17,041 $286K 0.04% +12,032 Timeline JBGS JBG SMITH PPTYS More: the full row for JBG SMITH PPTYS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,321 shares; 2025Q2: 16,407 shares 16,407 $284K 0.04% +2,086 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,544 shares; 2024Q3: 1,553 shares; 2024Q4: 1,501 shares; 2025Q1: 1,192 shares; 2025Q2: 2,108 shares 2,108 $283K 0.04% +916 Timeline RCKT ROCKET PHARMACEUTICALS INC More: the full row for ROCKET PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 374 shares; 2025Q1: not reported; 2025Q2: 114,692 shares 114,692 $281K 0.04% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,021 shares; 2024Q4: 2,573 shares; 2025Q1: 4,610 shares; 2025Q2: 6,682 shares 6,682 $281K 0.04% +2,072 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 577 shares; 2024Q4: 651 shares; 2025Q1: 1,118 shares; 2025Q2: 1,058 shares 1,058 $278K 0.04% -60 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 128 shares; 2025Q1: 2,405 shares; 2025Q2: 5,230 shares 5,230 $277K 0.04% +2,825 Timeline CMTG CLAROS MTG TR INC More: the full row for CLAROS MTG TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 749 shares; 2025Q1: 5,106 shares; 2025Q2: 97,050 shares 97,050 $277K 0.04% +91,944 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: not reported; 2024Q3: 128 shares; 2024Q4: 145 shares; 2025Q1: 294 shares; 2025Q2: 2,655 shares 2,655 $276K 0.04% +2,361 Timeline ACDC PROFRAC HLDG CORP More: the full row for PROFRAC HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 35,574 shares 35,574 $276K 0.04% new Timeline BSMC 2023 ETF SERIES TRUST More: the full row for 2023 ETF SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 166 shares; 2025Q2: 8,753 shares 8,753 $276K 0.04% +8,587 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: not reported; 2024Q3: 527 shares; 2024Q4: 562 shares; 2025Q1: 702 shares; 2025Q2: 3,540 shares 3,540 $276K 0.04% +2,838 Timeline NEXT NEXTDECADE CORP More: the full row for NEXTDECADE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5 shares; 2025Q2: 30,882 shares 30,882 $275K 0.04% +30,877 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,604 shares; 2024Q4: 3,540 shares; 2025Q1: 6,711 shares; 2025Q2: 17,785 shares 17,785 $273K 0.04% +11,074 Timeline CWI 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,368 shares 8,368 $273K 0.04% new 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 598 shares; 2025Q2: 3,524 shares 3,524 $273K 0.04% +2,926 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 717 shares; 2024Q4: 743 shares; 2025Q1: 795 shares; 2025Q2: 865 shares 865 $272K 0.04% +70 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: not reported; 2024Q3: 1,751 shares; 2024Q4: 1,899 shares; 2025Q1: 2,431 shares; 2025Q2: 3,022 shares 3,022 $270K 0.04% +591 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 844 shares; 2024Q4: 878 shares; 2025Q1: 1,123 shares; 2025Q2: 2,096 shares 2,096 $270K 0.04% +973 Timeline PHG KONINKLIJKE PHILIPS N V More: the full row for KONINKLIJKE PHILIPS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 370 shares; 2024Q4: 943 shares; 2025Q1: 7,076 shares; 2025Q2: 11,196 shares 11,196 $268K 0.04% +4,120 Timeline NVTS NAVITAS SEMICONDUCTOR CORP More: the full row for NAVITAS SEMICONDUCTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 269 shares; 2025Q1: 148 shares; 2025Q2: 40,900 shares 40,900 $268K 0.04% +40,752 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: not reported; 2024Q3: 95 shares; 2024Q4: 161 shares; 2025Q1: 1,753 shares; 2025Q2: 1,226 shares 1,226 $268K 0.04% -527 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,822 shares; 2024Q4: 5,146 shares; 2025Q1: 4,560 shares; 2025Q2: 6,650 shares 6,650 $268K 0.04% +2,090 Timeline E ENI SPA More: the full row for ENI SPA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,752 shares; 2025Q2: 8,219 shares 8,219 $266K 0.03% +6,467 Timeline JHEQX JPMORGAN HEDGED EQUITY-I More: the full row for JPMORGAN HEDGED EQUITY-I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,974 shares; 2025Q2: 8,024 shares 8,024 $266K 0.03% +2,050 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: 1,076 shares; 2024Q3: 1,128 shares; 2024Q4: 1,282 shares; 2025Q1: 1,448 shares; 2025Q2: 2,099 shares 2,099 $264K 0.03% +651 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: not reported; 2024Q3: 1 shares; 2024Q4: 28 shares; 2025Q1: 162 shares; 2025Q2: 1,407 shares 1,407 $264K 0.03% +1,245 Timeline ZION ZIONS BANCORPORATION NATL AS More: the full row for ZIONS BANCORPORATION NATL AS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,513 shares; 2024Q4: 2,497 shares; 2025Q1: 2,592 shares; 2025Q2: 5,052 shares 5,052 $262K 0.03% +2,460 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: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,369 shares 8,369 $262K 0.03% new Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,208 shares; 2024Q4: 2,235 shares; 2025Q1: 2,385 shares; 2025Q2: 3,912 shares 3,912 $261K 0.03% +1,527 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: not reported; 2024Q3: 718 shares; 2024Q4: 704 shares; 2025Q1: 659 shares; 2025Q2: 1,507 shares 1,507 $260K 0.03% +848 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 839 shares; 2024Q4: 1,420 shares; 2025Q1: 3,071 shares; 2025Q2: 1,867 shares 1,867 $259K 0.03% -1,204 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: not reported; 2024Q3: 1,031 shares; 2024Q4: 1,217 shares; 2025Q1: 1,803 shares; 2025Q2: 2,436 shares 2,436 $257K 0.03% +633 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: not reported; 2024Q3: 1,679 shares; 2024Q4: 1,745 shares; 2025Q1: 2,453 shares; 2025Q2: 3,447 shares 3,447 $257K 0.03% +994 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: not reported; 2024Q3: 4,361 shares; 2024Q4: 4,494 shares; 2025Q1: 5,524 shares; 2025Q2: 7,852 shares 7,852 $256K 0.03% +2,328 Timeline NBIX NEUROCRINE BIOSCIENCES INC More: the full row for NEUROCRINE BIOSCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 231 shares; 2025Q1: 218 shares; 2025Q2: 2,029 shares 2,029 $255K 0.03% +1,811 Timeline RVTY REVVITY INC More: the full row for REVVITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 680 shares; 2024Q4: 720 shares; 2025Q1: 713 shares; 2025Q2: 2,636 shares 2,636 $255K 0.03% +1,923 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: not reported; 2024Q3: 1,601 shares; 2024Q4: 1,798 shares; 2025Q1: 18,001 shares; 2025Q2: 37,486 shares 37,486 $255K 0.03% +19,485 Timeline FN FABRINET More: the full row for FABRINET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 32 shares; 2025Q1: 614 shares; 2025Q2: 863 shares 863 $254K 0.03% +249 Timeline