PLAY DAVE & BUSTERS ENTMT INC More: the full row for DAVE & BUSTERS ENTMT 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: 4 shares; 2025Q1: 343 shares; 2025Q2: 8,390 shares 8,390 $252K 0.03% +8,047 Timeline VVIAX VNGD MRGSTR VALUE IDX FD-ADM More: the full row for VNGD MRGSTR VALUE 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: 2,739 shares; 2025Q2: 3,660 shares 3,660 $252K 0.03% +921 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 26 shares; 2025Q1: 69 shares; 2025Q2: 138 shares 138 $252K 0.03% +69 Timeline IHG INTERCONTINENTAL HOTELS GROU More: the full row for INTERCONTINENTAL HOTELS GROU 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: 77 shares; 2025Q1: 246 shares; 2025Q2: 2,187 shares 2,187 $252K 0.03% +1,941 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION 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: 629 shares; 2025Q1: 1,040 shares; 2025Q2: 1,451 shares 1,451 $251K 0.03% +411 Timeline SSTK SHUTTERSTOCK INC More: the full row for SHUTTERSTOCK 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: 369 shares; 2025Q2: 13,124 shares 13,124 $249K 0.03% +12,755 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 402 shares; 2024Q4: 402 shares; 2025Q1: 725 shares; 2025Q2: 1,014 shares 1,014 $249K 0.03% +289 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 632 shares; 2024Q4: 612 shares; 2025Q1: 931 shares; 2025Q2: 1,475 shares 1,475 $248K 0.03% +544 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 897 shares; 2024Q4: 911 shares; 2025Q1: 1,486 shares; 2025Q2: 2,322 shares 2,322 $247K 0.03% +836 Timeline AEG AEGON LTD More: the full row for AEGON 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 shares; 2025Q1: 3,497 shares; 2025Q2: 34,013 shares 34,013 $246K 0.03% +30,516 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,836 shares; 2024Q4: 3,093 shares; 2025Q1: 4,193 shares; 2025Q2: 5,987 shares 5,987 $246K 0.03% +1,794 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 482 shares; 2024Q4: 562 shares; 2025Q1: 835 shares; 2025Q2: 1,923 shares 1,923 $246K 0.03% +1,088 Timeline ICHR ICHOR HOLDINGS More: the full row for ICHOR HOLDINGS 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: 49 shares; 2025Q2: 12,511 shares 12,511 $246K 0.03% +12,462 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,735 shares; 2024Q4: 1,788 shares; 2025Q1: 1,941 shares; 2025Q2: 2,149 shares 2,149 $246K 0.03% +208 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 321 shares; 2024Q4: 334 shares; 2025Q1: 829 shares; 2025Q2: 1,049 shares 1,049 $245K 0.03% +220 Timeline ORGO ORGANOGENESIS HLDGS INC More: the full row for ORGANOGENESIS 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: not reported; 2024Q4: 705 shares; 2025Q1: not reported; 2025Q2: 66,484 shares 66,484 $243K 0.03% new Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 986 shares; 2024Q4: 1,171 shares; 2025Q1: 2,182 shares; 2025Q2: 2,456 shares 2,456 $243K 0.03% +274 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS 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: 2,313 shares 2,313 $243K 0.03% new Timeline SCCO SOUTHERN COPPER CORP More: the full row for SOUTHERN COPPER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 808 shares; 2024Q4: 836 shares; 2025Q1: 1,705 shares; 2025Q2: 2,398 shares 2,398 $243K 0.03% +693 Timeline MKSI MKS INC. More: the full row for MKS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 61 shares; 2024Q4: 63 shares; 2025Q1: 799 shares; 2025Q2: 2,435 shares 2,435 $242K 0.03% +1,636 Timeline XPO XPO INC More: the full row for XPO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 530 shares; 2024Q4: 559 shares; 2025Q1: 631 shares; 2025Q2: 1,911 shares 1,911 $241K 0.03% +1,280 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 401 shares; 2025Q1: 1,128 shares; 2025Q2: 2,206 shares 2,206 $241K 0.03% +1,078 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,911 shares; 2024Q4: 1,924 shares; 2025Q1: 2,429 shares; 2025Q2: 3,228 shares 3,228 $239K 0.03% +799 Timeline VBIAX VANGUARD BALANCED INDEX-ADM More: the full row for VANGUARD BALANCED 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: not reported; 2025Q1: not reported; 2025Q2: 4,778 shares 4,778 $238K 0.03% new Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 336 shares; 2025Q1: 958 shares; 2025Q2: 4,175 shares 4,175 $238K 0.03% +3,217 Timeline DFA US SOCIAL CORE EQUITY 2… DFA US SOCIAL CORE EQUITY 2 PORTF… More: the full row for DFA US SOCIAL CORE EQUITY 2 PORTFOLIO 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: 7,907 shares 7,907 $238K 0.03% new MIDD MIDDLEBY CORP More: the full row for MIDDLEBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 937 shares; 2024Q4: 900 shares; 2025Q1: 941 shares; 2025Q2: 1,648 shares 1,648 $237K 0.03% +707 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,024 shares; 2025Q2: 2,489 shares 2,489 $237K 0.03% +465 Timeline AVB AVALONBAY CMNTYS INC More: the full row for AVALONBAY CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 171 shares; 2024Q4: 185 shares; 2025Q1: 677 shares; 2025Q2: 1,164 shares 1,164 $237K 0.03% +487 Timeline EXE EXPAND ENERGY CORPORATION More: the full row for EXPAND 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: 30 shares; 2024Q4: 513 shares; 2025Q1: 2,014 shares; 2025Q2: 2,023 shares 2,023 $236K 0.03% +9 Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 348 shares; 2024Q4: 484 shares; 2025Q1: 932 shares; 2025Q2: 2,736 shares 2,736 $235K 0.03% +1,804 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,397 shares; 2024Q3: 3,516 shares; 2024Q4: 2,572 shares; 2025Q1: 3,388 shares; 2025Q2: 4,321 shares 4,321 $235K 0.03% +933 Timeline LRN STRIDE INC More: the full row for STRIDE 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: 85 shares; 2025Q1: 193 shares; 2025Q2: 1,614 shares 1,614 $234K 0.03% +1,421 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY 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: 4,555 shares; 2024Q4: 8,042 shares; 2025Q1: 11,467 shares; 2025Q2: 7,364 shares 7,364 $234K 0.03% -4,103 Timeline FMX FOMENTO ECONOMICO MEXICANO S More: the full row for FOMENTO ECONOMICO MEXICANO S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 186 shares; 2024Q4: 340 shares; 2025Q1: 722 shares; 2025Q2: 2,271 shares 2,271 $234K 0.03% +1,549 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC 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: 384 shares; 2025Q1: 735 shares; 2025Q2: 2,310 shares 2,310 $233K 0.03% +1,575 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 134 shares; 2024Q4: 176 shares; 2025Q1: 539 shares; 2025Q2: 749 shares 749 $233K 0.03% +210 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,702 shares; 2025Q2: 3,236 shares 3,236 $233K 0.03% +534 Timeline PFGC PERFORMANCE FOOD GROUP CO More: the full row for PERFORMANCE FOOD GROUP CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 19 shares; 2024Q4: 65 shares; 2025Q1: 1,805 shares; 2025Q2: 2,653 shares 2,653 $232K 0.03% +848 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,682 shares; 2024Q4: 1,806 shares; 2025Q1: 2,695 shares; 2025Q2: 4,403 shares 4,403 $232K 0.03% +1,708 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 562 shares; 2024Q3: 826 shares; 2024Q4: 826 shares; 2025Q1: 857 shares; 2025Q2: 974 shares 974 $231K 0.03% +117 Timeline RYAAY RYANAIR HOLDINGS PLC More: the full row for RYANAIR HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 250 shares; 2024Q4: 395 shares; 2025Q1: 1,424 shares; 2025Q2: 4,006 shares 4,006 $231K 0.03% +2,582 Timeline ITT ITT INC More: the full row for ITT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 383 shares; 2024Q4: 353 shares; 2025Q1: 982 shares; 2025Q2: 1,473 shares 1,473 $231K 0.03% +491 Timeline Congress Mid Cap Growth Fun… Congress Mid Cap Growth Fund Inst… More: the full row for Congress Mid Cap Growth Fund Inst Class 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 shares; 2025Q2: 10,264 shares 10,264 $231K 0.03% +10,263 ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,781 shares 3,781 $230K 0.03% new Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 870 shares; 2024Q3: 836 shares; 2024Q4: 835 shares; 2025Q1: 858 shares; 2025Q2: 1,457 shares 1,457 $230K 0.03% +599 Timeline TMCI TREACE MED CONCEPTS INC More: the full row for TREACE MED CONCEPTS 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: 106 shares; 2025Q1: not reported; 2025Q2: 38,982 shares 38,982 $229K 0.03% new Timeline LUCK LUCKY STRIKE ENTERTAINMENT C More: the full row for LUCKY STRIKE ENTERTAINMENT C 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: 25,044 shares 25,044 $229K 0.03% new Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS 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: 2,023 shares; 2024Q4: 1,832 shares; 2025Q1: 1,750 shares; 2025Q2: 2,869 shares 2,869 $228K 0.03% +1,119 Timeline FNDX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,254 shares 9,254 $227K 0.03% new Timeline American Funds New Perspect… American Funds New Perspective More: the full row for American Funds New Perspective 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: 3,249 shares 3,249 $227K 0.03% new ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,467 shares; 2024Q4: 1,341 shares; 2025Q1: 1,438 shares; 2025Q2: 2,252 shares 2,252 $226K 0.03% +814 Timeline CNH CNH INDL N V More: the full row for CNH INDL 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: 4 shares; 2024Q4: 1,065 shares; 2025Q1: 3,390 shares; 2025Q2: 17,381 shares 17,381 $225K 0.03% +13,991 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 207 shares; 2024Q4: 211 shares; 2025Q1: 359 shares; 2025Q2: 1,140 shares 1,140 $225K 0.03% +781 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,092 shares; 2024Q3: 942 shares; 2024Q4: 807 shares; 2025Q1: 890 shares; 2025Q2: 1,356 shares 1,356 $225K 0.03% +466 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 91 shares; 2025Q2: 3,082 shares 3,082 $224K 0.03% +2,991 Timeline VFLEX FIRST TRUST ALT OPPORT-I More: the full row for FIRST TRUST ALT OPPORT-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: not reported; 2025Q2: 8,178 shares 8,178 $222K 0.03% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,209 shares; 2024Q4: 5,027 shares; 2025Q1: 8,373 shares; 2025Q2: 8,714 shares 8,714 $221K 0.03% +341 Timeline NICE NICE LTD More: the full row for NICE 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 shares; 2025Q1: 817 shares; 2025Q2: 1,308 shares 1,308 $221K 0.03% +491 Timeline AU ANGLOGOLD ASHANTI PLC More: the full row for ANGLOGOLD ASHANTI 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: 390 shares; 2025Q2: 4,846 shares 4,846 $221K 0.03% +4,456 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,167 shares; 2024Q3: 1,204 shares; 2024Q4: 546 shares; 2025Q1: 1,202 shares; 2025Q2: 1,701 shares 1,701 $220K 0.03% +499 Timeline GPMT GRANITE PT MTG TR INC More: the full row for GRANITE PT 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: 271 shares; 2025Q1: 1,578 shares; 2025Q2: 88,533 shares 88,533 $219K 0.03% +86,955 Timeline TCOM TRIP COM GROUP LTD More: the full row for TRIP COM GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 362 shares; 2025Q1: 1,229 shares; 2025Q2: 3,730 shares 3,730 $219K 0.03% +2,501 Timeline MYGN MYRIAD GENETICS INC More: the full row for MYRIAD GENETICS 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: 462 shares; 2025Q1: 161 shares; 2025Q2: 41,155 shares 41,155 $219K 0.03% +40,994 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 862 shares 862 $218K 0.03% new Timeline SBS COMPANHIA DE SANEAMENTO BASI More: the full row for COMPANHIA DE SANEAMENTO BASI 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: 840 shares; 2025Q1: 2,234 shares; 2025Q2: 9,921 shares 9,921 $218K 0.03% +7,687 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,620 shares; 2025Q2: 4,796 shares 4,796 $217K 0.03% +3,176 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,256 shares; 2024Q4: 1,410 shares; 2025Q1: 2,690 shares; 2025Q2: 2,866 shares 2,866 $217K 0.03% +176 Timeline DFUS DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 272 shares; 2025Q1: 272 shares; 2025Q2: 3,236 shares 3,236 $217K 0.03% +2,964 Timeline CSL CARLISLE COS INC More: the full row for CARLISLE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 274 shares; 2024Q4: 276 shares; 2025Q1: 331 shares; 2025Q2: 579 shares 579 $216K 0.03% +248 Timeline STE STERIS PLC More: the full row for STERIS PLC 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: 95 shares; 2025Q1: 555 shares; 2025Q2: 898 shares 898 $216K 0.03% +343 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 627 shares; 2024Q4: 548 shares; 2025Q1: 792 shares; 2025Q2: 1,550 shares 1,550 $215K 0.03% +758 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,120 shares; 2024Q4: 989 shares; 2025Q1: 1,111 shares; 2025Q2: 1,058 shares 1,058 $215K 0.03% -53 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,075 shares; 2024Q4: 1,132 shares; 2025Q1: 1,131 shares; 2025Q2: 1,457 shares 1,457 $215K 0.03% +326 Timeline KOD KODIAK SCIENCES INC More: the full row for KODIAK 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 57,539 shares 57,539 $215K 0.03% new Timeline DH DEFINITIVE HEALTHCARE CORP More: the full row for DEFINITIVE HEALTHCARE 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: 212 shares; 2025Q2: 54,993 shares 54,993 $214K 0.03% +54,781 Timeline CHT CHUNGHWA TELECOM CO LTD More: the full row for CHUNGHWA TELECOM 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: 2 shares; 2025Q1: 415 shares; 2025Q2: 4,591 shares 4,591 $214K 0.03% +4,176 Timeline WBD WARNER BROS DISCOVERY INC More: the full row for WARNER BROS DISCOVERY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 6,180 shares; 2024Q4: 6,411 shares; 2025Q1: 7,036 shares; 2025Q2: 18,615 shares 18,615 $213K 0.03% +11,579 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 484 shares; 2024Q3: 520 shares; 2024Q4: 394 shares; 2025Q1: 510 shares; 2025Q2: 407 shares 407 $213K 0.03% -103 Timeline DINO HF SINCLAIR CORP More: the full row for HF SINCLAIR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,575 shares; 2024Q3: 3,531 shares; 2024Q4: 1,135 shares; 2025Q1: 1,361 shares; 2025Q2: 5,189 shares 5,189 $213K 0.03% +3,828 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 801 shares; 2024Q4: 803 shares; 2025Q1: 4,468 shares; 2025Q2: 5,236 shares 5,236 $213K 0.03% +768 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,293 shares; 2024Q3: 2,665 shares; 2024Q4: 2,663 shares; 2025Q1: 2,184 shares; 2025Q2: 2,157 shares 2,157 $213K 0.03% -27 Timeline HUBB HUBBELL INC More: the full row for HUBBELL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 310 shares; 2024Q4: 330 shares; 2025Q1: 384 shares; 2025Q2: 520 shares 520 $212K 0.03% +136 Timeline ORIC ORIC PHARMACEUTICALS INC More: the full row for ORIC 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: 105 shares; 2025Q1: not reported; 2025Q2: 20,903 shares 20,903 $212K 0.03% new Timeline SGPYY SAGE GROUP PLC NEW UNSPONSORED More: the full row for SAGE GROUP PLC NEW UNSPONSORED 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: 353 shares; 2025Q1: 354 shares; 2025Q2: 3,080 shares 3,080 $211K 0.03% +2,726 Timeline FDMT 4D MOLECULAR THERAPEUTICS IN More: the full row for 4D MOLECULAR THERAPEUTICS IN 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: 4,217 shares; 2025Q2: 56,863 shares 56,863 $211K 0.03% +52,646 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 68 shares; 2025Q2: 518 shares 518 $211K 0.03% +450 WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 486 shares; 2024Q4: 490 shares; 2025Q1: 569 shares; 2025Q2: 1,007 shares 1,007 $211K 0.03% +438 Timeline DTE DTE ENERGY CO More: the full row for DTE ENERGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 647 shares; 2024Q4: 602 shares; 2025Q1: 1,059 shares; 2025Q2: 1,589 shares 1,589 $210K 0.03% +530 Timeline LU LUFAX HOLDING LTD More: the full row for LUFAX HOLDING 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: 75,283 shares 75,283 $210K 0.03% new Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 558 shares; 2024Q4: 554 shares; 2025Q1: 539 shares; 2025Q2: 685 shares 685 $210K 0.03% +146 Timeline EVR EVERCORE INC More: the full row for EVERCORE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 503 shares; 2024Q4: 505 shares; 2025Q1: 742 shares; 2025Q2: 776 shares 776 $210K 0.03% +34 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 564 shares; 2024Q4: 653 shares; 2025Q1: 1,448 shares; 2025Q2: 3,019 shares 3,019 $209K 0.03% +1,571 Timeline TS TENARIS S A More: the full row for TENARIS 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: 266 shares; 2025Q1: 717 shares; 2025Q2: 5,587 shares 5,587 $209K 0.03% +4,870 Timeline POLEN GROWTH FUND - INS POLEN GROWTH FUND - INS More: the full row for POLEN GROWTH FUND - INS 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: 73 shares; 2025Q2: 4,322 shares 4,322 $207K 0.03% +4,249 SUZ SUZANO S A More: the full row for SUZANO 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: 1,309 shares; 2025Q1: 1,951 shares; 2025Q2: 21,986 shares 21,986 $207K 0.03% +20,035 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 14 shares; 2024Q4: 14 shares; 2025Q1: 33 shares; 2025Q2: 28 shares 28 $207K 0.03% -5 Timeline MTZ MASTEC INC More: the full row for MASTEC 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: 8 shares; 2025Q1: 165 shares; 2025Q2: 1,212 shares 1,212 $207K 0.03% +1,047 Timeline NOK NOKIA CORP More: the full row for NOKIA 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: 2,276 shares; 2025Q1: 21,496 shares; 2025Q2: 39,872 shares 39,872 $207K 0.03% +18,376 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 17 shares; 2024Q4: 20 shares; 2025Q1: 107 shares; 2025Q2: 3,726 shares 3,726 $206K 0.03% +3,619 Timeline FIDELITY OTC PORTFOLIO FIDELITY OTC PORTFOLIO More: the full row for FIDELITY OTC PORTFOLIO 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: 9,296 shares 9,296 $206K 0.03% new RGLD ROYAL GOLD INC More: the full row for ROYAL GOLD INC 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: 26 shares; 2025Q1: 276 shares; 2025Q2: 1,157 shares 1,157 $206K 0.03% +881 Timeline HEI HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 491 shares; 2024Q4: 555 shares; 2025Q1: 473 shares; 2025Q2: 627 shares 627 $206K 0.03% +154 Timeline KHC KRAFT HEINZ CO More: the full row for KRAFT HEINZ CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,295 shares; 2024Q4: 1,257 shares; 2025Q1: 2,443 shares; 2025Q2: 7,958 shares 7,958 $205K 0.03% +5,515 Timeline FIGS FIGS INC More: the full row for FIGS 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: 36,411 shares 36,411 $205K 0.03% new Timeline HOPE HOPE BANCORP INC More: the full row for HOPE 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: not reported; 2024Q4: 96 shares; 2025Q1: 2,122 shares; 2025Q2: 19,120 shares 19,120 $205K 0.03% +16,998 Timeline DKNG DRAFTKINGS INC NEW More: the full row for DRAFTKINGS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,657 shares; 2024Q4: 3,717 shares; 2025Q1: 3,987 shares; 2025Q2: 4,777 shares 4,777 $205K 0.03% +790 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,624 shares; 2024Q4: 1,702 shares; 2025Q1: 1,612 shares; 2025Q2: 2,026 shares 2,026 $204K 0.03% +414 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,660 shares; 2024Q4: 1,458 shares; 2025Q1: 1,330 shares; 2025Q2: 2,717 shares 2,717 $202K 0.03% +1,387 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,104 shares; 2024Q3: 4,456 shares; 2024Q4: 4,248 shares; 2025Q1: 5,693 shares; 2025Q2: 8,275 shares 8,275 $202K 0.03% +2,582 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: 368 shares; 2025Q1: 512 shares; 2025Q2: 687 shares 687 $202K 0.03% +175 Timeline Fidelity Value Fund Fidelity Value Fund More: the full row for Fidelity Value Fund 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: 14,788 shares 14,788 $202K 0.03% new PD PAGERDUTY INC More: the full row for PAGERDUTY 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: 45 shares; 2025Q2: 13,129 shares 13,129 $201K 0.03% +13,084 Timeline ENTG ENTEGRIS INC More: the full row for ENTEGRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 132 shares; 2024Q4: 155 shares; 2025Q1: 573 shares; 2025Q2: 2,484 shares 2,484 $200K 0.03% +1,911 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 495 shares; 2024Q4: 2,450 shares; 2025Q1: 3,543 shares; 2025Q2: 3,791 shares 3,791 $200K 0.03% +248 Timeline ZIP ZIPRECRUITER INC More: the full row for ZIPRECRUITER 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: 286 shares; 2025Q2: 39,853 shares 39,853 $200K 0.03% +39,567 Timeline RGA REINSURANCE GROUP AMER INC More: the full row for REINSURANCE GROUP AMER INC 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: 111 shares; 2025Q1: 577 shares; 2025Q2: 1,002 shares 1,002 $199K 0.03% +425 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,260 shares; 2024Q4: 1,456 shares; 2025Q1: 1,551 shares; 2025Q2: 2,179 shares 2,179 $198K 0.03% +628 Timeline JD JD.COM INC More: the full row for JD.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: 993 shares; 2025Q1: 7,400 shares; 2025Q2: 6,055 shares 6,055 $198K 0.03% -1,345 Timeline DFEM 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: not reported; 2025Q2: 6,646 shares 6,646 $197K 0.03% new Timeline CG CARLYLE GROUP INC More: the full row for CARLYLE 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: 776 shares; 2024Q4: 826 shares; 2025Q1: 1,062 shares; 2025Q2: 3,825 shares 3,825 $197K 0.03% +2,763 Timeline VV 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: 485 shares; 2025Q2: 687 shares 687 $196K 0.03% +202 Timeline VERVE THERAPEUTICS INC VERVE THERAPEUTICS INC More: the full row for VERVE 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: 1,810 shares; 2025Q1: not reported; 2025Q2: 17,417 shares 17,417 $196K 0.03% new VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 438 shares; 2024Q4: 465 shares; 2025Q1: 2,604 shares; 2025Q2: 2,897 shares 2,897 $196K 0.03% +293 Timeline WDS WOODSIDE ENERGY GROUP LTD More: the full row for WOODSIDE ENERGY 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: 771 shares; 2025Q1: 1,409 shares; 2025Q2: 12,671 shares 12,671 $196K 0.03% +11,262 Timeline REDFIN CORP REDFIN CORP More: the full row for REDFIN 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: 17,452 shares 17,452 $195K 0.03% new AAL AMERICAN AIRLINES GROUP INC More: the full row for AMERICAN AIRLINES 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: 683 shares; 2024Q4: 1,592 shares; 2025Q1: 1,522 shares; 2025Q2: 17,356 shares 17,356 $195K 0.03% +15,834 Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 454 shares; 2024Q4: 576 shares; 2025Q1: 1,502 shares; 2025Q2: 2,114 shares 2,114 $194K 0.03% +612 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 838 shares; 2024Q4: 855 shares; 2025Q1: 894 shares; 2025Q2: 1,311 shares 1,311 $194K 0.03% +417 Timeline GNK GENCO SHIPPING & TRADING LTD More: the full row for GENCO SHIPPING & TRADING 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: 173 shares; 2025Q2: 14,847 shares 14,847 $194K 0.03% +14,674 Timeline MXCT MAXCYTE INC More: the full row for MAXCYTE 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: 409 shares; 2025Q1: not reported; 2025Q2: 88,770 shares 88,770 $194K 0.03% new Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 640 shares; 2024Q4: 644 shares; 2025Q1: 745 shares; 2025Q2: 616 shares 616 $193K 0.03% -129 Timeline WAT WATERS CORP More: the full row for WATERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 282 shares; 2024Q4: 362 shares; 2025Q1: 372 shares; 2025Q2: 554 shares 554 $193K 0.03% +182 Timeline BBT BEACON FINANCIAL CORP. More: the full row for BEACON FINANCIAL 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: 624 shares; 2025Q2: 7,721 shares 7,721 $193K 0.03% +7,097 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 309 shares; 2025Q1: 1,909 shares; 2025Q2: 3,678 shares 3,678 $193K 0.03% +1,769 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 327 shares; 2024Q4: 336 shares; 2025Q1: 495 shares; 2025Q2: 883 shares 883 $193K 0.03% +388 Timeline NFG NATIONAL FUEL GAS CO More: the full row for NATIONAL FUEL GAS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,055 shares; 2024Q4: 1,051 shares; 2025Q1: 2,035 shares; 2025Q2: 2,265 shares 2,265 $192K 0.03% +230 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 510 shares; 2024Q4: 525 shares; 2025Q1: 694 shares; 2025Q2: 986 shares 986 $191K 0.03% +292 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,027 shares; 2025Q2: 3,085 shares 3,085 $191K 0.03% +2,058 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 218 shares; 2024Q4: 302 shares; 2025Q1: 1,185 shares; 2025Q2: 3,307 shares 3,307 $190K 0.02% +2,122 Timeline ARRY ARRAY TECHNOLOGIES INC More: the full row for ARRAY 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: not reported; 2025Q1: not reported; 2025Q2: 32,217 shares 32,217 $190K 0.02% new Timeline CMPR CIMPRESS PLC More: the full row for CIMPRESS 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: 1 shares; 2025Q2: 4,040 shares 4,040 $190K 0.02% +4,039 Timeline KYMR KYMERA THERAPEUTICS INC More: the full row for KYMERA 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: 143 shares; 2025Q1: 6 shares; 2025Q2: 4,344 shares 4,344 $190K 0.02% +4,338 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 258 shares; 2025Q2: 1,169 shares 1,169 $189K 0.02% +911 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 420 shares; 2024Q4: 549 shares; 2025Q1: 760 shares; 2025Q2: 1,030 shares 1,030 $189K 0.02% +270 Timeline ATMU ATMUS FILTRATION TECHNOLOGIE More: the full row for ATMUS FILTRATION TECHNOLOGIE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,438 shares; 2024Q3: 6,618 shares; 2024Q4: 5,404 shares; 2025Q1: 4,561 shares; 2025Q2: 5,178 shares 5,178 $189K 0.02% +617 Timeline TNL TRAVEL PLUS LEISURE CO More: the full row for TRAVEL PLUS LEISURE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 1,081 shares; 2025Q2: 3,644 shares 3,644 $188K 0.02% +2,563 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 666 shares; 2024Q4: 669 shares; 2025Q1: 1,279 shares; 2025Q2: 4,589 shares 4,589 $188K 0.02% +3,310 Timeline FHN FIRST HORIZON CORPORATION More: the full row for FIRST HORIZON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,955 shares; 2024Q4: 6,285 shares; 2025Q1: 7,472 shares; 2025Q2: 8,822 shares 8,822 $187K 0.02% +1,350 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 576 shares; 2024Q4: 589 shares; 2025Q1: 616 shares; 2025Q2: 720 shares 720 $187K 0.02% +104 Timeline GPRE GREEN PLAINS INC More: the full row for GREEN PLAINS 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: 387 shares; 2025Q1: 9,340 shares; 2025Q2: 30,843 shares 30,843 $186K 0.02% +21,503 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 187 shares; 2025Q1: 322 shares; 2025Q2: 425 shares 425 $186K 0.02% +103 Timeline MOH MOLINA HEALTHCARE INC More: the full row for MOLINA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 333 shares; 2024Q4: 400 shares; 2025Q1: 523 shares; 2025Q2: 623 shares 623 $186K 0.02% +100 Timeline SNV SYNOVUS FINANCIAL CORP More: the full row for SYNOVUS FINANCIAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,254 shares; 2024Q4: 1,122 shares; 2025Q1: 1,561 shares; 2025Q2: 3,548 shares 3,548 $184K 0.02% +1,987 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 748 shares; 2024Q4: 572 shares; 2025Q1: 4,543 shares; 2025Q2: 10,033 shares 10,033 $184K 0.02% +5,490 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 286 shares; 2024Q4: 316 shares; 2025Q1: 617 shares; 2025Q2: 1,311 shares 1,311 $182K 0.02% +694 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 781 shares; 2024Q4: 778 shares; 2025Q1: 789 shares; 2025Q2: 2,534 shares 2,534 $180K 0.02% +1,745 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 36 shares; 2025Q1: 36 shares; 2025Q2: 591 shares 591 $180K 0.02% +555 Timeline MNKD MANNKIND CORP More: the full row for MANNKIND 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: 144 shares; 2025Q1: not reported; 2025Q2: 47,900 shares 47,900 $179K 0.02% new Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT 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: 2,298 shares; 2024Q4: 2,337 shares; 2025Q1: 3,934 shares; 2025Q2: 4,876 shares 4,876 $179K 0.02% +942 Timeline BOTZ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,400 shares 7,400 $179K 0.02% new Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY 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: 65 shares; 2025Q1: 187 shares; 2025Q2: 1,702 shares 1,702 $178K 0.02% +1,515 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,178 shares; 2025Q1: 1,319 shares; 2025Q2: 1,706 shares 1,706 $178K 0.02% +387 Timeline FTCS FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,336 shares; 2025Q2: 1,961 shares 1,961 $178K 0.02% +625 Timeline AIQ GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,700 shares 6,700 $178K 0.02% new Timeline SVRA SAVARA INC More: the full row for SAVARA 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: 23,611 shares; 2025Q2: 77,911 shares 77,911 $178K 0.02% +54,300 Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,245 shares; 2024Q4: 2,137 shares; 2025Q1: 2,960 shares; 2025Q2: 2,613 shares 2,613 $177K 0.02% -347 Timeline LI LI AUTO INC More: the full row for LI AUTO 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: 423 shares; 2025Q1: 4,980 shares; 2025Q2: 6,545 shares 6,545 $177K 0.02% +1,565 Timeline XEL XCEL ENERGY INC More: the full row for XCEL 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: 1,742 shares; 2024Q4: 1,920 shares; 2025Q1: 2,342 shares; 2025Q2: 2,597 shares 2,597 $177K 0.02% +255 Timeline ROIV ROIVANT SCIENCES LTD More: the full row for ROIVANT SCIENCES 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: 4 shares; 2025Q1: 1,843 shares; 2025Q2: 15,689 shares 15,689 $177K 0.02% +13,846 Timeline MCHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,107 shares; 2025Q2: 3,200 shares 3,200 $176K 0.02% +2,093 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,970 shares 1,970 $176K 0.02% new Timeline R RYDER SYS INC More: the full row for RYDER 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: 112 shares; 2024Q4: 44 shares; 2025Q1: 926 shares; 2025Q2: 1,103 shares 1,103 $175K 0.02% +177 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 140 shares; 2024Q4: 266 shares; 2025Q1: 1,806 shares; 2025Q2: 1,985 shares 1,985 $175K 0.02% +179 Timeline KB KB FINL GROUP INC More: the full row for KB FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 313 shares; 2025Q2: 2,108 shares 2,108 $174K 0.02% +1,795 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,635 shares; 2024Q4: 1,671 shares; 2025Q1: 2,764 shares; 2025Q2: 3,938 shares 3,938 $174K 0.02% +1,174 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL 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: 11 shares; 2025Q1: 154 shares; 2025Q2: 1,627 shares 1,627 $173K 0.02% +1,473 Timeline CX CEMEX SAB DE CV More: the full row for CEMEX 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: 3 shares; 2025Q1: 3,587 shares; 2025Q2: 24,910 shares 24,910 $173K 0.02% +21,323 Timeline COMPANHIA PARANAENSE DE ENE… COMPANHIA PARANAENSE DE ENERGI More: the full row for COMPANHIA PARANAENSE DE ENERGI 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: 6,314 shares; 2025Q2: 18,893 shares 18,893 $172K 0.02% +12,579 KEYS KEYSIGHT TECHNOLOGIES INC More: the full row for KEYSIGHT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 537 shares; 2024Q4: 501 shares; 2025Q1: 724 shares; 2025Q2: 1,052 shares 1,052 $172K 0.02% +328 Timeline CACI CACI INTL INC More: the full row for CACI 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: 63 shares; 2024Q4: 63 shares; 2025Q1: 182 shares; 2025Q2: 360 shares 360 $172K 0.02% +178 Timeline RSI RUSH STREET INTERACTIVE INC More: the full row for RUSH STREET INTERACTIVE 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: 11,495 shares 11,495 $171K 0.02% new Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 135 shares; 2025Q2: 6,440 shares 6,440 $171K 0.02% +6,305 Timeline CCK CROWN HLDGS INC More: the full row for CROWN 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: 462 shares; 2024Q4: 467 shares; 2025Q1: 651 shares; 2025Q2: 1,657 shares 1,657 $171K 0.02% +1,006 Timeline SMFG SUMITOMO MITSUI FIN GRP INC More: the full row for SUMITOMO MITSUI FIN GRP 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: 788 shares; 2025Q1: 5,947 shares; 2025Q2: 11,265 shares 11,265 $170K 0.02% +5,318 Timeline AUB ATLANTIC UN BANKSHARES CORP More: the full row for ATLANTIC UN BANKSHARES 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: 226 shares; 2025Q1: 626 shares; 2025Q2: 5,421 shares 5,421 $170K 0.02% +4,795 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 50 shares; 2025Q1: 3,378 shares; 2025Q2: 557 shares 557 $170K 0.02% -2,821 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 502 shares; 2024Q4: 882 shares; 2025Q1: 1,250 shares; 2025Q2: 3,613 shares 3,613 $169K 0.02% +2,363 Timeline ROKU ROKU INC More: the full row for ROKU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,272 shares; 2024Q4: 1,252 shares; 2025Q1: 1,293 shares; 2025Q2: 1,914 shares 1,914 $168K 0.02% +621 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,753 shares 5,753 $168K 0.02% new Timeline PL PLANET LABS PBC More: the full row for PLANET LABS PBC 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: 27,519 shares 27,519 $168K 0.02% new Timeline IUSG 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: 364 shares; 2025Q1: 364 shares; 2025Q2: 1,116 shares 1,116 $168K 0.02% +752 Timeline DTM DT MIDSTREAM INC More: the full row for DT MIDSTREAM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 503 shares; 2024Q4: 493 shares; 2025Q1: 1,208 shares; 2025Q2: 1,527 shares 1,527 $168K 0.02% +319 Timeline DG DOLLAR GEN CORP More: the full row for DOLLAR GEN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,916 shares; 2024Q3: 777 shares; 2024Q4: 648 shares; 2025Q1: 1,054 shares; 2025Q2: 1,466 shares 1,466 $168K 0.02% +412 Timeline BXP BXP INC More: the full row for BXP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 716 shares; 2024Q4: 858 shares; 2025Q1: 1,927 shares; 2025Q2: 2,474 shares 2,474 $167K 0.02% +547 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 510 shares; 2024Q4: 496 shares; 2025Q1: 702 shares; 2025Q2: 1,153 shares 1,153 $166K 0.02% +451 Timeline OVV OVINTIV INC More: the full row for OVINTIV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 502 shares; 2024Q4: 642 shares; 2025Q1: 1,228 shares; 2025Q2: 4,368 shares 4,368 $166K 0.02% +3,140 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 93 shares; 2024Q4: 95 shares; 2025Q1: 193 shares; 2025Q2: 578 shares 578 $166K 0.02% +385 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 710 shares; 2024Q4: 503 shares; 2025Q1: 767 shares; 2025Q2: 1,366 shares 1,366 $166K 0.02% +599 Timeline MTDR MATADOR RES CO More: the full row for MATADOR RES CO 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: 233 shares; 2025Q1: 332 shares; 2025Q2: 3,455 shares 3,455 $165K 0.02% +3,123 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,325 shares; 2024Q4: 1,677 shares; 2025Q1: 1,862 shares; 2025Q2: 2,061 shares 2,061 $164K 0.02% +199 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 147 shares; 2024Q4: 158 shares; 2025Q1: 172 shares; 2025Q2: 349 shares 349 $163K 0.02% +177 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 82 shares; 2025Q1: 732 shares; 2025Q2: 1,308 shares 1,308 $163K 0.02% +576 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,507 shares; 2024Q4: 1,483 shares; 2025Q1: 2,708 shares; 2025Q2: 3,110 shares 3,110 $162K 0.02% +402 Timeline SGI SOMNIGROUP INTERNATIONAL INC More: the full row for SOMNIGROUP INTERNATIONAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 495 shares; 2024Q4: 495 shares; 2025Q1: 794 shares; 2025Q2: 2,380 shares 2,380 $162K 0.02% +1,586 Timeline BIDU BAIDU INC More: the full row for BAIDU INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 176 shares; 2025Q1: 2,127 shares; 2025Q2: 1,885 shares 1,885 $162K 0.02% -242 Timeline OSUR ORASURE TECHNOLOGIES INC More: the full row for ORASURE 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: not reported; 2025Q1: 592 shares; 2025Q2: 53,845 shares 53,845 $162K 0.02% +53,253 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,017 shares; 2024Q4: 1,078 shares; 2025Q1: 1,087 shares; 2025Q2: 1,131 shares 1,131 $161K 0.02% +44 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 89 shares; 2024Q4: 110 shares; 2025Q1: 908 shares; 2025Q2: 3,617 shares 3,617 $161K 0.02% +2,709 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 226 shares; 2024Q4: 111 shares; 2025Q1: 226 shares; 2025Q2: 736 shares 736 $160K 0.02% +510 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,091 shares; 2024Q4: 4,243 shares; 2025Q1: 5,319 shares; 2025Q2: 7,631 shares 7,631 $160K 0.02% +2,312 Timeline ADC AGREE RLTY CORP More: the full row for AGREE RLTY 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: 3 shares; 2025Q1: 126 shares; 2025Q2: 2,182 shares 2,182 $159K 0.02% +2,056 Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 170 shares; 2024Q4: 189 shares; 2025Q1: 216 shares; 2025Q2: 2,366 shares 2,366 $159K 0.02% +2,150 Timeline EPC EDGEWELL PERSONAL CARE CO More: the full row for EDGEWELL PERSONAL CARE CO 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 shares; 2025Q1: 335 shares; 2025Q2: 6,769 shares 6,769 $158K 0.02% +6,434 Timeline ELS EQUITY LIFESTYLE PROPERTIES More: the full row for EQUITY LIFESTYLE PROPERTIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 54 shares; 2024Q4: 57 shares; 2025Q1: 441 shares; 2025Q2: 2,566 shares 2,566 $158K 0.02% +2,125 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 250 shares; 2024Q4: 378 shares; 2025Q1: 996 shares; 2025Q2: 1,247 shares 1,247 $158K 0.02% +251 Timeline BC BRUNSWICK CORP More: the full row for BRUNSWICK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 71 shares; 2024Q4: 185 shares; 2025Q1: 409 shares; 2025Q2: 2,860 shares 2,860 $158K 0.02% +2,451 Timeline SPSC SPS COMM INC More: the full row for SPS COMM 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: 59 shares; 2025Q2: 1,157 shares 1,157 $157K 0.02% +1,098 Timeline NSRGY NESTLE SA-SPONS ADR More: the full row for NESTLE SA-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 353 shares; 2024Q4: 441 shares; 2025Q1: 353 shares; 2025Q2: 1,590 shares 1,590 $157K 0.02% +1,237 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 413 shares; 2024Q4: 417 shares; 2025Q1: 403 shares; 2025Q2: 481 shares 481 $157K 0.02% +78 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 407 shares; 2024Q4: 415 shares; 2025Q1: 955 shares; 2025Q2: 1,208 shares 1,208 $156K 0.02% +253 Timeline WBS WEBSTER FINL CORP More: the full row for WEBSTER 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: 1,143 shares; 2024Q4: 1,143 shares; 2025Q1: 2,367 shares; 2025Q2: 2,860 shares 2,860 $156K 0.02% +493 Timeline CCB COASTAL FINL CORP WA More: the full row for COASTAL FINL CORP WA 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: 1,612 shares 1,612 $156K 0.02% new Timeline ODP THE ODP CORP More: the full row for THE ODP 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: 238 shares; 2025Q1: 127 shares; 2025Q2: 8,556 shares 8,556 $155K 0.02% +8,429 Timeline BAP CREDICORP LTD More: the full row for CREDICORP 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: 53 shares; 2025Q1: 1,217 shares; 2025Q2: 692 shares 692 $155K 0.02% -525 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,337 shares; 2025Q2: 1,722 shares 1,722 $155K 0.02% +385 Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 97 shares; 2025Q2: 377 shares 377 $155K 0.02% +280 Timeline RLY SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE 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: not reported; 2025Q2: 5,309 shares 5,309 $154K 0.02% new Timeline EMBJ EMBRAER S.A. More: the full row for EMBRAER S.A. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 20 shares; 2025Q1: 442 shares; 2025Q2: 2,712 shares 2,712 $154K 0.02% +2,270 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE 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 shares; 2024Q4: 23 shares; 2025Q1: 232 shares; 2025Q2: 876 shares 876 $154K 0.02% +644 Timeline BF-B BROWN FORMAN CORP More: the full row for BROWN FORMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,037 shares; 2024Q4: 836 shares; 2025Q1: 3,898 shares; 2025Q2: 5,692 shares 5,692 $153K 0.02% +1,794 Timeline CERT CERTARA INC More: the full row for CERTARA 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: 679 shares; 2025Q2: 13,059 shares 13,059 $153K 0.02% +12,380 Timeline SQM SOCIEDAD QUIMICA Y MINERA DE More: the full row for SOCIEDAD QUIMICA Y MINERA DE 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: 618 shares; 2025Q2: 4,326 shares 4,326 $153K 0.02% +3,708 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 383 shares; 2024Q4: 530 shares; 2025Q1: 647 shares; 2025Q2: 2,441 shares 2,441 $152K 0.02% +1,794 Timeline GMAB GENMAB A/S More: the full row for GENMAB 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: not reported; 2024Q4: 512 shares; 2025Q1: 4,246 shares; 2025Q2: 7,354 shares 7,354 $152K 0.02% +3,108 Timeline AFG AMERICAN FINANCIAL GROUP INC More: the full row for AMERICAN FINANCIAL 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: 968 shares; 2024Q4: 946 shares; 2025Q1: 996 shares; 2025Q2: 1,202 shares 1,202 $152K 0.02% +206 Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS 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: not reported; 2024Q4: 250 shares; 2025Q1: 2,363 shares; 2025Q2: 3,262 shares 3,262 $151K 0.02% +899 Timeline DSGX DESCARTES SYS GROUP INC More: the full row for DESCARTES SYS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10 shares; 2025Q2: 1,488 shares 1,488 $151K 0.02% +1,478 Timeline ATI ATI INC More: the full row for ATI 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: 6 shares; 2025Q1: 282 shares; 2025Q2: 1,749 shares 1,749 $151K 0.02% +1,467 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 672 shares; 2024Q4: 674 shares; 2025Q1: 1,360 shares; 2025Q2: 4,063 shares 4,063 $151K 0.02% +2,703 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 399 shares; 2024Q4: 497 shares; 2025Q1: 658 shares; 2025Q2: 1,556 shares 1,556 $150K 0.02% +898 Timeline DFIC 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: not reported; 2025Q2: 4,809 shares 4,809 $150K 0.02% new Timeline VTR VENTAS INC More: the full row for VENTAS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,252 shares; 2024Q4: 1,853 shares; 2025Q1: 1,960 shares; 2025Q2: 2,349 shares 2,349 $148K 0.02% +389 Timeline LXP LXP INDUSTRIAL TRUST More: the full row for LXP INDUSTRIAL 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: 1,456 shares; 2025Q1: 5,479 shares; 2025Q2: 17,955 shares 17,955 $148K 0.02% +12,476 Timeline LAMR LAMAR ADVERTISING CO More: the full row for LAMAR ADVERTISING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 185 shares; 2024Q4: 192 shares; 2025Q1: 255 shares; 2025Q2: 1,219 shares 1,219 $148K 0.02% +964 Timeline EMBC EMBECTA CORP More: the full row for EMBECTA 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: 284 shares; 2025Q1: 3,590 shares; 2025Q2: 15,247 shares 15,247 $148K 0.02% +11,657 Timeline OMER OMEROS CORP More: the full row for OMEROS 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: 49,197 shares 49,197 $148K 0.02% new Timeline SGRY SURGERY PARTNERS INC More: the full row for SURGERY PARTNERS 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: 6,611 shares 6,611 $147K 0.02% new Timeline DFAPX DFA INVESTMENT GRADE PORT More: the full row for DFA INVESTMENT GRADE PORT 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: 14,503 shares 14,503 $147K 0.02% new Timeline VPL 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: not reported; 2025Q2: 1,780 shares 1,780 $146K 0.02% new Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 12 shares; 2025Q1: 12 shares; 2025Q2: 509 shares 509 $146K 0.02% +497 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 102 shares; 2024Q4: 236 shares; 2025Q1: 2,407 shares; 2025Q2: 15,830 shares 15,830 $145K 0.02% +13,423 AVTR AVANTOR INC More: the full row for AVANTOR 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: 634 shares; 2025Q1: 992 shares; 2025Q2: 10,803 shares 10,803 $145K 0.02% +9,811 Timeline EMN EASTMAN CHEM CO More: the full row for EASTMAN CHEM CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,583 shares; 2024Q4: 1,520 shares; 2025Q1: 1,624 shares; 2025Q2: 1,944 shares 1,944 $145K 0.02% +320 Timeline ARGX ARGENX SE More: the full row for ARGENX SE 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: 37 shares; 2025Q1: 75 shares; 2025Q2: 263 shares 263 $145K 0.02% +188 Timeline ONC BEONE MEDICINES LTD More: the full row for BEONE MEDICINES 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: 38 shares; 2025Q1: 247 shares; 2025Q2: 596 shares 596 $144K 0.02% +349 Timeline OC OWENS CORNING NEW More: the full row for OWENS CORNING NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 215 shares; 2024Q4: 217 shares; 2025Q1: 783 shares; 2025Q2: 1,048 shares 1,048 $144K 0.02% +265 Timeline CALX CALIX INC More: the full row for CALIX 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: 426 shares; 2025Q2: 2,708 shares 2,708 $144K 0.02% +2,282 Timeline SPEM 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: 805 shares; 2025Q2: 3,370 shares 3,370 $144K 0.02% +2,565 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1 shares; 2025Q1: 1 shares; 2025Q2: 1,801 shares 1,801 $143K 0.02% +1,800 Timeline TDOC TELADOC HEALTH INC More: the full row for TELADOC HEALTH 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: 504 shares; 2025Q2: 16,404 shares 16,404 $143K 0.02% +15,900 Timeline BURL BURLINGTON STORES INC More: the full row for BURLINGTON 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: 125 shares; 2024Q4: 139 shares; 2025Q1: 206 shares; 2025Q2: 613 shares 613 $143K 0.02% +407 Timeline VTRS VIATRIS INC More: the full row for VIATRIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,735 shares; 2024Q4: 6,826 shares; 2025Q1: 16,391 shares; 2025Q2: 15,964 shares 15,964 $143K 0.02% -427 Timeline DFUV 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: not reported; 2025Q2: 3,354 shares 3,354 $142K 0.02% new Timeline GATX GATX CORP More: the full row for GATX 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: 647 shares; 2025Q2: 923 shares 923 $142K 0.02% +276 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 612 shares; 2024Q4: 804 shares; 2025Q1: 1,787 shares; 2025Q2: 4,363 shares 4,363 $142K 0.02% +2,576 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,579 shares; 2024Q4: 1,509 shares; 2025Q1: 1,665 shares; 2025Q2: 1,760 shares 1,760 $141K 0.02% +95 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 347 shares; 2024Q4: 332 shares; 2025Q1: 654 shares; 2025Q2: 836 shares 836 $141K 0.02% +182 Timeline CLEARBRIDGE DIVIDEND STRATE… CLEARBRIDGE DIVIDEND STRATEGY I More: the full row for CLEARBRIDGE DIVIDEND STRATEGY 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: 1,715 shares; 2025Q2: 4,435 shares 4,435 $141K 0.02% +2,720 FIDELITY SELECT RETAILING FIDELITY SELECT RETAILING More: the full row for FIDELITY SELECT RETAILING 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: 7,327 shares 7,327 $140K 0.02% new PK PARK HOTELS & RESORTS INC More: the full row for PARK HOTELS & 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: 581 shares; 2024Q4: 583 shares; 2025Q1: 489 shares; 2025Q2: 13,628 shares 13,628 $139K 0.02% +13,139 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,106 shares; 2025Q1: 3,119 shares; 2025Q2: 3,106 shares 3,106 $139K 0.02% -13 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 85 shares; 2024Q4: 97 shares; 2025Q1: 234 shares; 2025Q2: 900 shares 900 $139K 0.02% +666 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 1,486 shares; 2025Q1: 1,292 shares; 2025Q2: 3,597 shares 3,597 $138K 0.02% +2,305 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 326 shares; 2024Q4: 351 shares; 2025Q1: 339 shares; 2025Q2: 480 shares 480 $138K 0.02% +141 Timeline OLMA OLEMA PHARMACEUTICALS INC More: the full row for OLEMA 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: 18,915 shares; 2025Q2: 32,390 shares 32,390 $138K 0.02% +13,475 Timeline PAHC PHIBRO ANIMAL HEALTH CORP More: the full row for PHIBRO ANIMAL 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: not reported; 2024Q4: 38 shares; 2025Q1: 332 shares; 2025Q2: 5,379 shares 5,379 $137K 0.02% +5,047 Timeline BSAC BANCO SANTANDER CHILE NEW More: the full row for BANCO SANTANDER CHILE NEW 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: 1,091 shares; 2025Q2: 5,371 shares 5,371 $135K 0.02% +4,280 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 119 shares; 2024Q4: 125 shares; 2025Q1: 1,565 shares; 2025Q2: 1,474 shares 1,474 $135K 0.02% -91 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 108 shares; 2024Q4: 167 shares; 2025Q1: 1,019 shares; 2025Q2: 1,705 shares 1,705 $135K 0.02% +686 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,100 shares; 2024Q4: 1,303 shares; 2025Q1: 1,291 shares; 2025Q2: 3,178 shares 3,178 $135K 0.02% +1,887 Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME 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: 43 shares; 2025Q1: 713 shares; 2025Q2: 2,595 shares 2,595 $135K 0.02% +1,882 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 13 shares; 2024Q4: 13 shares; 2025Q1: 53 shares; 2025Q2: 1,456 shares 1,456 $135K 0.02% +1,403 Timeline ASND ASCENDIS PHARMA A/S More: the full row for ASCENDIS PHARMA 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: not reported; 2024Q4: 82 shares; 2025Q1: 355 shares; 2025Q2: 781 shares 781 $135K 0.02% +426 Timeline VIGAX VNGD MRNGST GRWTH IDX FD-ADM More: the full row for VNGD MRNGST GRWTH 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: not reported; 2025Q2: 596 shares 596 $134K 0.02% new Timeline FIDELITY EXTENDED MARKET IN… FIDELITY EXTENDED MARKET INDEX More: the full row for FIDELITY EXTENDED MARKET INDEX 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: 1,441 shares 1,441 $134K 0.02% new GDOT GREEN DOT CORP More: the full row for GREEN DOT 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: 1 shares; 2025Q1: 3,505 shares; 2025Q2: 12,385 shares 12,385 $134K 0.02% +8,880 Timeline OKTA OKTA INC More: the full row for OKTA 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: 672 shares; 2025Q1: 703 shares; 2025Q2: 1,334 shares 1,334 $133K 0.02% +631 Timeline PPG PPG INDS INC More: the full row for PPG 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: 599 shares; 2024Q4: 632 shares; 2025Q1: 404 shares; 2025Q2: 1,171 shares 1,171 $133K 0.02% +767 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,122 shares; 2024Q4: 4,245 shares; 2025Q1: 3,262 shares; 2025Q2: 6,514 shares 6,514 $133K 0.02% +3,252 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 646 shares; 2024Q4: 654 shares; 2025Q1: 987 shares; 2025Q2: 1,383 shares 1,383 $133K 0.02% +396 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 134 shares; 2024Q4: 117 shares; 2025Q1: 407 shares; 2025Q2: 632 shares 632 $133K 0.02% +225 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,010 shares; 2024Q4: 1,075 shares; 2025Q1: 1,433 shares; 2025Q2: 1,491 shares 1,491 $131K 0.02% +58 Timeline DBSDY DBS GROUP HOLDINGS-SPON ADR More: the full row for DBS GROUP HOLDINGS-SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 366 shares; 2024Q4: 524 shares; 2025Q1: 537 shares; 2025Q2: 928 shares 928 $131K 0.02% +391 Timeline VIV TELEFONICA BRASIL SA More: the full row for TELEFONICA BRASIL 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: 759 shares; 2025Q1: 7,944 shares; 2025Q2: 11,447 shares 11,447 $130K 0.02% +3,503 Timeline MFG MIZUHO FINANCIAL GROUP INC More: the full row for MIZUHO FINANCIAL 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: 2,065 shares; 2025Q1: 5,499 shares; 2025Q2: 23,556 shares 23,556 $130K 0.02% +18,057 Timeline SKX SKECHERS U S A INC More: the full row for SKECHERS U S A INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,003 shares; 2024Q4: 1,087 shares; 2025Q1: 1,093 shares; 2025Q2: 2,067 shares 2,067 $130K 0.02% +974 Timeline YMM FULL TRUCK ALLIANCE CO LTD More: the full row for FULL TRUCK ALLIANCE 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: 413 shares; 2025Q1: 2,459 shares; 2025Q2: 11,038 shares 11,038 $130K 0.02% +8,579 Timeline LBRDK LIBERTY BROADBAND CORP More: the full row for LIBERTY BROADBAND CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,058 shares; 2024Q4: 1,058 shares; 2025Q1: 1,361 shares; 2025Q2: 1,322 shares 1,322 $130K 0.02% -39 Timeline INSW INTERNATIONAL SEAWAYS INC More: the full row for INTERNATIONAL SEAWAYS 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: 165 shares; 2025Q2: 3,565 shares 3,565 $130K 0.02% +3,400 Timeline JEF JEFFERIES FINANCIAL GROUP IN More: the full row for JEFFERIES FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 312 shares; 2024Q4: 371 shares; 2025Q1: 436 shares; 2025Q2: 2,377 shares 2,377 $130K 0.02% +1,941 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 54 shares; 2025Q1: 69 shares; 2025Q2: 734 shares 734 $130K 0.02% +665 Timeline XPEV XPENG INC More: the full row for XPENG 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: 207 shares; 2025Q1: 4,251 shares; 2025Q2: 7,237 shares 7,237 $129K 0.02% +2,986 Timeline VONG 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: 69 shares; 2025Q2: 1,180 shares 1,180 $129K 0.02% +1,111 Timeline ROOKLINE BANCORP INC DEL ROOKLINE BANCORP INC DEL More: the full row for ROOKLINE BANCORP 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: not reported; 2024Q4: 1,163 shares; 2025Q1: 2,005 shares; 2025Q2: 12,212 shares 12,212 $129K 0.02% +10,207 PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 367 shares; 2024Q4: 380 shares; 2025Q1: 439 shares; 2025Q2: 747 shares 747 $129K 0.02% +308 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,678 shares; 2024Q4: 2,678 shares; 2025Q1: 3,094 shares; 2025Q2: 4,610 shares 4,610 $128K 0.02% +1,516 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 40 shares; 2024Q4: 318 shares; 2025Q1: 135 shares; 2025Q2: 597 shares 597 $128K 0.02% +462 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 555 shares; 2024Q4: 545 shares; 2025Q1: 2,697 shares; 2025Q2: 4,266 shares 4,266 $128K 0.02% +1,569 Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 205 shares; 2025Q2: 710 shares 710 $128K 0.02% +505 Timeline TKR TIMKEN CO More: the full row for TIMKEN CO 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: 969 shares; 2025Q1: 983 shares; 2025Q2: 1,755 shares 1,755 $127K 0.02% +772 Timeline ALTG ALTA EQUIPMENT GROUP INC More: the full row for ALTA EQUIPMENT 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: 1,148 shares; 2025Q2: 20,129 shares 20,129 $127K 0.02% +18,981 Timeline PKX POSCO HOLDINGS INC More: the full row for POSCO 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: not reported; 2024Q4: 255 shares; 2025Q1: 2,647 shares; 2025Q2: 2,620 shares 2,620 $127K 0.02% -27 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 98 shares; 2024Q4: 114 shares; 2025Q1: 165 shares; 2025Q2: 288 shares 288 $127K 0.02% +123 Timeline PGNN PARAGON FINL SOLUTIONS INC (TN More: the full row for PARAGON FINL SOLUTIONS INC (TN 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: 12,844 shares; 2025Q1: 12,844 shares; 2025Q2: 12,844 shares 12,844 $127K 0.02% 0 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 79 shares; 2024Q4: 78 shares; 2025Q1: 88 shares; 2025Q2: 108 shares 108 $127K 0.02% +20 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 841 shares; 2024Q4: 835 shares; 2025Q1: 817 shares; 2025Q2: 1,725 shares 1,725 $127K 0.02% +908 Timeline TIMB TIM S A More: the full row for TIM 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: not reported; 2025Q1: 3,175 shares; 2025Q2: 6,269 shares 6,269 $126K 0.02% +3,094 Timeline IDA IDACORP INC More: the full row for IDACORP 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: 3 shares; 2025Q1: 57 shares; 2025Q2: 1,091 shares 1,091 $126K 0.02% +1,034 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 49 shares; 2024Q4: 53 shares; 2025Q1: 107 shares; 2025Q2: 408 shares 408 $126K 0.02% +301 Timeline PARR PAR PAC HOLDINGS INC More: the full row for PAR PAC 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: not reported; 2024Q4: 8 shares; 2025Q1: 1,526 shares; 2025Q2: 4,723 shares 4,723 $125K 0.02% +3,197 Timeline SCHH SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,909 shares 5,909 $125K 0.02% new Timeline FLIA FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,081 shares 6,081 $125K 0.02% new Timeline AMEDISYS INC AMEDISYS INC More: the full row for AMEDISYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 197 shares; 2024Q4: 210 shares; 2025Q1: 207 shares; 2025Q2: 1,267 shares 1,267 $125K 0.02% +1,060 FLO FLOWERS FOODS INC More: the full row for FLOWERS FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 965 shares; 2024Q4: 2,623 shares; 2025Q1: 1,165 shares; 2025Q2: 7,801 shares 7,801 $125K 0.02% +6,636 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,949 shares 1,949 $125K 0.02% new Timeline PII POLARIS INC More: the full row for POLARIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 62 shares; 2024Q4: 116 shares; 2025Q1: 2,646 shares; 2025Q2: 3,063 shares 3,063 $125K 0.02% +417 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 398 shares; 2024Q4: 395 shares; 2025Q1: 529 shares; 2025Q2: 696 shares 696 $124K 0.02% +167 Timeline PHI PLDT INC More: the full row for PLDT 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: 88 shares; 2025Q1: 628 shares; 2025Q2: 5,712 shares 5,712 $124K 0.02% +5,084 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,442 shares; 2024Q3: 1,704 shares; 2024Q4: 762 shares; 2025Q1: 1,368 shares; 2025Q2: 1,535 shares 1,535 $124K 0.02% +167 Timeline EXPGY EXPERIAN PLC-SPONS ADR More: the full row for EXPERIAN 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: not reported; 2024Q4: 90 shares; 2025Q1: 179 shares; 2025Q2: 2,411 shares 2,411 $124K 0.02% +2,232 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 76 shares; 2025Q2: 3,443 shares 3,443 $124K 0.02% +3,367 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,399 shares 1,399 $123K 0.02% new Timeline BCH BANCO DE CHILE More: the full row for BANCO DE CHILE 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: 150 shares; 2025Q1: 1,385 shares; 2025Q2: 4,058 shares 4,058 $123K 0.02% +2,673 Timeline EBKDY ERSTE GROUP BANK AG-SPON ADR More: the full row for ERSTE GROUP BANK AG-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: not reported; 2025Q1: 104 shares; 2025Q2: 2,901 shares 2,901 $123K 0.02% +2,797 Timeline VANGUARD STAR FD VANGUARD STAR FD More: the full row for VANGUARD STAR 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: 4,217 shares 4,217 $123K 0.02% new GNTX GENTEX CORP More: the full row for GENTEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 278 shares; 2024Q4: 300 shares; 2025Q1: 1,217 shares; 2025Q2: 5,595 shares 5,595 $123K 0.02% +4,378 Timeline GAP GAP INC More: the full row for GAP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,368 shares; 2024Q4: 3,380 shares; 2025Q1: 3,870 shares; 2025Q2: 5,628 shares 5,628 $123K 0.02% +1,758 Timeline HEFA 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: 3,859 shares; 2025Q1: 5,352 shares; 2025Q2: 3,227 shares 3,227 $122K 0.02% -2,125 Timeline YPF YPF SOCIEDAD ANONIMA More: the full row for YPF SOCIEDAD ANONIMA 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: 113 shares; 2025Q1: 420 shares; 2025Q2: 3,872 shares 3,872 $122K 0.02% +3,452 Timeline RWEM ADVISORS INNER CIRCLE FD III More: the full row for ADVISORS INNER CIRCLE FD 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: not reported; 2025Q1: not reported; 2025Q2: 4,606 shares 4,606 $122K 0.02% new Timeline AXIAY AXIA ENERGIA SA More: the full row for AXIA ENERGIA 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: 3 shares; 2025Q1: 9,865 shares; 2025Q2: 16,315 shares 16,315 $121K 0.02% +6,450 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 131 shares; 2024Q4: 136 shares; 2025Q1: 260 shares; 2025Q2: 611 shares 611 $121K 0.02% +351 Timeline KT KT CORP More: the full row for KT 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: 206 shares; 2025Q1: 4,122 shares; 2025Q2: 5,810 shares 5,810 $121K 0.02% +1,688 Timeline AMH AMERICAN HOMES 4 RENT More: the full row for AMERICAN HOMES 4 RENT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,033 shares; 2024Q4: 2,041 shares; 2025Q1: 2,204 shares; 2025Q2: 3,336 shares 3,336 $120K 0.02% +1,132 Timeline CRUS CIRRUS LOGIC INC More: the full row for CIRRUS LOGIC 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: 55 shares; 2025Q1: 2,572 shares; 2025Q2: 1,154 shares 1,154 $120K 0.02% -1,418 Timeline CDP COPT DEFENSE PROPERTIES More: the full row for COPT DEFENSE PROPERTIES 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: 23 shares; 2025Q1: 2,100 shares; 2025Q2: 4,362 shares 4,362 $120K 0.02% +2,262 Timeline AMERICAN FUNDS SMALLCAP WOR… AMERICAN FUNDS SMALLCAP WORLD A More: the full row for AMERICAN FUNDS SMALLCAP WORLD 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: 1,659 shares 1,659 $120K 0.02% new HIW HIGHWOODS PPTYS INC More: the full row for HIGHWOODS PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 207 shares; 2025Q1: 781 shares; 2025Q2: 3,862 shares 3,862 $120K 0.02% +3,081 Timeline LEA LEAR CORP More: the full row for LEAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 307 shares; 2024Q4: 427 shares; 2025Q1: 326 shares; 2025Q2: 1,263 shares 1,263 $120K 0.02% +937 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 608 shares 608 $120K 0.02% new Timeline ZTO ZTO EXPRESS CAYMAN INC More: the full row for ZTO EXPRESS CAYMAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 398 shares; 2024Q4: 1 shares; 2025Q1: 4,437 shares; 2025Q2: 6,738 shares 6,738 $120K 0.02% +2,301 Timeline INVA INNOVIVA INC More: the full row for INNOVIVA 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: 195 shares; 2025Q1: 128 shares; 2025Q2: 5,941 shares 5,941 $119K 0.02% +5,813 Timeline FXAIX FIDELITY 500 INDEX FUND More: the full row for FIDELITY 500 INDEX FUND 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: 44 shares; 2025Q2: 552 shares 552 $119K 0.02% +508 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,194 shares; 2024Q4: 778 shares; 2025Q1: 2,035 shares; 2025Q2: 4,316 shares 4,316 $119K 0.02% +2,281 Timeline DFGP 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: not reported; 2025Q2: 2,180 shares 2,180 $119K 0.02% new Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 179 shares; 2024Q4: 95 shares; 2025Q1: 564 shares; 2025Q2: 727 shares 727 $119K 0.02% +163 Timeline JLL JONES LANG LASALLE INC More: the full row for JONES LANG LASALLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 127 shares; 2024Q4: 133 shares; 2025Q1: 322 shares; 2025Q2: 463 shares 463 $118K 0.02% +141 Timeline WASHINGTON MUTUAL INVS FD WASHINGTON MUTUAL INVS FD More: the full row for WASHINGTON MUTUAL INVS 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: 1,845 shares 1,845 $118K 0.02% new PACIFIC PREMIER BANCORP INC PACIFIC PREMIER BANCORP INC More: the full row for PACIFIC PREMIER 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: not reported; 2024Q4: not reported; 2025Q1: 902 shares; 2025Q2: 5,586 shares 5,586 $118K 0.02% +4,684 TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 207 shares; 2024Q4: 215 shares; 2025Q1: 1,162 shares; 2025Q2: 1,549 shares 1,549 $118K 0.02% +387 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,331 shares; 2024Q4: 1,334 shares; 2025Q1: 1,400 shares; 2025Q2: 1,646 shares 1,646 $117K 0.02% +246 Timeline E2OPEN PARENT HOLDINGS INC E2OPEN PARENT HOLDINGS INC More: the full row for E2OPEN PARENT 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 36,285 shares 36,285 $117K 0.02% new DMRC DIGIMARC CORP NEW More: the full row for DIGIMARC 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: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,851 shares 8,851 $117K 0.02% new Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP 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: 303 shares; 2025Q1: 435 shares; 2025Q2: 666 shares 666 $117K 0.02% +231 Timeline COLB COLUMBIA BKG SYS INC More: the full row for COLUMBIA BKG 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: 252 shares; 2024Q4: 252 shares; 2025Q1: 809 shares; 2025Q2: 4,984 shares 4,984 $117K 0.02% +4,175 Timeline FMS FRESENIUS MEDICAL CARE AG More: the full row for FRESENIUS MEDICAL CARE AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 245 shares; 2025Q1: 1,285 shares; 2025Q2: 4,072 shares 4,072 $116K 0.02% +2,787 Timeline AMERICAN FUNDS CAPITAL INCO… AMERICAN FUNDS CAPITAL INCOME BLD… More: the full row for AMERICAN FUNDS CAPITAL INCOME BLDR 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: 1,521 shares 1,521 $116K 0.02% new IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,887 shares 1,887 $116K 0.02% new Timeline LOVE LOVESAC CO More: the full row for LOVESAC CO 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: 231 shares; 2025Q2: 6,342 shares 6,342 $115K 0.02% +6,111 Timeline ACI ALBERTSONS COMPANIES INC More: the full row for ALBERTSONS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 5 shares; 2025Q1: 2,447 shares; 2025Q2: 5,365 shares 5,365 $115K 0.02% +2,918 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,099 shares 4,099 $115K 0.02% new Timeline WAL WESTERN ALLIANCE BANCORP More: the full row for WESTERN ALLIANCE BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 995 shares; 2024Q4: 964 shares; 2025Q1: 999 shares; 2025Q2: 1,474 shares 1,474 $115K 0.02% +475 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,616 shares; 2024Q3: 1,605 shares; 2024Q4: 1,203 shares; 2025Q1: 1,183 shares; 2025Q2: 702 shares 702 $114K 0.01% -481 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 610 shares; 2025Q2: 796 shares 796 $114K 0.01% +186 Timeline NJR NEW JERSEY RES CORP More: the full row for NEW JERSEY RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 78 shares; 2025Q1: 1,416 shares; 2025Q2: 2,544 shares 2,544 $114K 0.01% +1,128 Timeline SNX TD SYNNEX CORPORATION More: the full row for TD SYNNEX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 109 shares; 2024Q4: 208 shares; 2025Q1: 264 shares; 2025Q2: 839 shares 839 $114K 0.01% +575 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 106 shares; 2025Q1: 588 shares; 2025Q2: 584 shares 584 $114K 0.01% -4 Timeline DFA EMERGING MARKETS CORE E… DFA EMERGING MARKETS CORE EQUITY … More: the full row for DFA EMERGING MARKETS CORE EQUITY 2 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: 3,368 shares; 2025Q1: 3,066 shares; 2025Q2: 4,318 shares 4,318 $113K 0.01% +1,252 SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,368 shares; 2025Q1: 2,367 shares; 2025Q2: 2,367 shares 2,367 $113K 0.01% 0 Timeline CRS CARPENTER TECHNOLOGY CORP More: the full row for CARPENTER TECHNOLOGY 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: 2 shares; 2025Q1: 69 shares; 2025Q2: 409 shares 409 $113K 0.01% +340 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL 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: 559 shares; 2024Q4: 551 shares; 2025Q1: 898 shares; 2025Q2: 2,015 shares 2,015 $113K 0.01% +1,117 Timeline PACK RANPAK HOLDINGS CORP More: the full row for RANPAK HOLDINGS 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: 31,473 shares 31,473 $112K 0.01% new Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 58 shares; 2024Q4: 153 shares; 2025Q1: 187 shares; 2025Q2: 931 shares 931 $112K 0.01% +744 Timeline CHAMPIONX CORPORATION CHAMPIONX CORPORATION More: the full row for CHAMPIONX 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: 321 shares; 2025Q1: 262 shares; 2025Q2: 4,495 shares 4,495 $112K 0.01% +4,233 COWZ PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,022 shares 2,022 $111K 0.01% new Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 934 shares 934 $111K 0.01% new Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 746 shares; 2024Q4: 679 shares; 2025Q1: 949 shares; 2025Q2: 1,364 shares 1,364 $111K 0.01% +415 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 15 shares; 2025Q1: not reported; 2025Q2: 2,298 shares 2,298 $111K 0.01% new Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 297 shares; 2024Q4: 302 shares; 2025Q1: 353 shares; 2025Q2: 588 shares 588 $111K 0.01% +235 Timeline DFA FIVE-YEAR GLOBAL FIXED-… DFA FIVE-YEAR GLOBAL FIXED-INCOME… More: the full row for DFA FIVE-YEAR GLOBAL FIXED-INCOME 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: not reported; 2025Q2: 10,939 shares 10,939 $111K 0.01% new LITE LUMENTUM HLDGS INC More: the full row for LUMENTUM 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: not reported; 2024Q4: 4 shares; 2025Q1: 317 shares; 2025Q2: 1,164 shares 1,164 $111K 0.01% +847 Timeline TELFY TELEFONICA SA-SPON ADR More: the full row for TELEFONICA SA-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: 2,770 shares; 2025Q1: 19,134 shares; 2025Q2: 21,077 shares 21,077 $110K 0.01% +1,943 Timeline EEMS 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: 1,695 shares; 2025Q1: 1,695 shares; 2025Q2: 1,695 shares 1,695 $110K 0.01% 0 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 280 shares; 2024Q4: 330 shares; 2025Q1: 537 shares; 2025Q2: 586 shares 586 $109K 0.01% +49 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 349 shares; 2024Q4: 331 shares; 2025Q1: 354 shares; 2025Q2: 761 shares 761 $109K 0.01% +407 Timeline CALF PACER FDS TR More: the full row for PACER FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,742 shares 2,742 $109K 0.01% new Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 713 shares; 2024Q4: 769 shares; 2025Q1: 1,456 shares; 2025Q2: 2,110 shares 2,110 $109K 0.01% +654 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,217 shares; 2024Q4: 3,439 shares; 2025Q1: 3,321 shares; 2025Q2: 4,234 shares 4,234 $109K 0.01% +913 Timeline OMFS INVESCO EXCH TRD SLF IDX FD More: the full row for INVESCO EXCH TRD SLF IDX FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 235 shares; 2025Q2: 2,704 shares 2,704 $108K 0.01% +2,469 Timeline IMVT IMMUNOVANT INC More: the full row for IMMUNOVANT 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: 6,720 shares 6,720 $108K 0.01% new Timeline UNFI UNITED NAT FOODS INC More: the full row for UNITED NAT FOODS 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: 875 shares; 2025Q1: 129 shares; 2025Q2: 4,605 shares 4,605 $107K 0.01% +4,476 Timeline CNO CNO FINL GROUP INC More: the full row for CNO FINL 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: 292 shares; 2025Q2: 2,765 shares 2,765 $107K 0.01% +2,473 Timeline KRC KILROY REALTY CORP More: the full row for KILROY REALTY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 143 shares; 2024Q4: 234 shares; 2025Q1: 345 shares; 2025Q2: 3,107 shares 3,107 $107K 0.01% +2,762 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 46 shares; 2024Q4: 15 shares; 2025Q1: 69 shares; 2025Q2: 681 shares 681 $107K 0.01% +612 Timeline CCJ CAMECO CORP More: the full row for CAMECO 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: 101 shares; 2025Q2: 1,430 shares 1,430 $106K 0.01% +1,329 Timeline GLPI GAMING & LEISURE P More: the full row for GAMING & LEISURE P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 763 shares; 2024Q4: 763 shares; 2025Q1: 1,059 shares; 2025Q2: 2,268 shares 2,268 $106K 0.01% +1,209 Timeline RIVN RIVIAN AUTOMOTIVE INC More: the full row for RIVIAN 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: 5,709 shares; 2024Q4: 4,932 shares; 2025Q1: 2,967 shares; 2025Q2: 7,700 shares 7,700 $106K 0.01% +4,733 Timeline PRLB PROTO LABS INC More: the full row for PROTO LABS 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: 94 shares; 2025Q2: 2,624 shares 2,624 $105K 0.01% +2,530 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 152 shares; 2024Q4: 218 shares; 2025Q1: 168 shares; 2025Q2: 316 shares 316 $105K 0.01% +148 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 138 shares; 2025Q1: 5,873 shares; 2025Q2: 1,844 shares 1,844 $105K 0.01% -4,029 Timeline SF STIFEL FINL CORP More: the full row for STIFEL 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 shares; 2024Q4: 18 shares; 2025Q1: 198 shares; 2025Q2: 1,008 shares 1,008 $105K 0.01% +810 Timeline VDIGX VANGUARD DIVIDEND GROWTH-INV More: the full row for VANGUARD DIVIDEND GROWTH-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: 2,880 shares 2,880 $105K 0.01% new Timeline PSO PEARSON PLC More: the full row for PEARSON 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: 577 shares; 2025Q1: 2,356 shares; 2025Q2: 6,990 shares 6,990 $104K 0.01% +4,634 Timeline EYPT EYEPOINT INC More: the full row for EYEPOINT 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: 2,578 shares; 2025Q1: not reported; 2025Q2: 11,084 shares 11,084 $104K 0.01% new Timeline CTKB CYTEK BIOSCIENCES INC More: the full row for CYTEK 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: not reported; 2024Q4: 1 shares; 2025Q1: 9,923 shares; 2025Q2: 30,664 shares 30,664 $104K 0.01% +20,741 Timeline GPN GLOBAL PMTS INC More: the full row for GLOBAL PMTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 139 shares; 2025Q1: 226 shares; 2025Q2: 1,299 shares 1,299 $104K 0.01% +1,073 Timeline FR FIRST INDL RLTY TR INC More: the full row for FIRST INDL RLTY 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: not reported; 2025Q1: 131 shares; 2025Q2: 2,159 shares 2,159 $104K 0.01% +2,028 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 997 shares; 2024Q4: 1,166 shares; 2025Q1: 1,074 shares; 2025Q2: 1,457 shares 1,457 $103K 0.01% +383 Timeline GXO GXO LOGISTICS INCORPORATED More: the full row for GXO LOGISTICS INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,039 shares; 2024Q4: 2,103 shares; 2025Q1: 1,961 shares; 2025Q2: 2,123 shares 2,123 $103K 0.01% +162 Timeline DFA US CORE EQUITY 1 I DFA US CORE EQUITY 1 I More: the full row for DFA US CORE EQUITY 1 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: not reported; 2025Q2: 2,284 shares 2,284 $103K 0.01% new SHG SHINHAN FINANCIAL GROUP CO L More: the full row for SHINHAN FINANCIAL GROUP CO L 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: 447 shares; 2025Q2: 2,279 shares 2,279 $103K 0.01% +1,832 Timeline AA ALCOA CORP More: the full row for ALCOA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 261 shares; 2024Q4: 276 shares; 2025Q1: 546 shares; 2025Q2: 3,481 shares 3,481 $103K 0.01% +2,935 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 136 shares; 2024Q4: 132 shares; 2025Q1: 173 shares; 2025Q2: 173 shares 173 $103K 0.01% 0 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 327 shares; 2024Q4: 793 shares; 2025Q1: 757 shares; 2025Q2: 1,829 shares 1,829 $102K 0.01% +1,072 Timeline KNX KNIGHT-SWIFT TRANSN HLDGS IN More: the full row for KNIGHT-SWIFT TRANSN HLDGS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 332 shares; 2024Q4: 332 shares; 2025Q1: 642 shares; 2025Q2: 2,315 shares 2,315 $102K 0.01% +1,673 Timeline ASR GRUPO AEROPORTUARIO DEL SURE More: the full row for GRUPO AEROPORTUARIO DEL SURE 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: 4 shares; 2025Q1: 39 shares; 2025Q2: 321 shares 321 $102K 0.01% +282 Timeline ETSY ETSY INC More: the full row for ETSY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 84 shares; 2024Q4: 83 shares; 2025Q1: 782 shares; 2025Q2: 2,038 shares 2,038 $102K 0.01% +1,256 Timeline RH RH More: the full row for RH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5 shares; 2024Q4: 6 shares; 2025Q1: 38 shares; 2025Q2: 541 shares 541 $102K 0.01% +503 Timeline WTFC WINTRUST FINL CORP More: the full row for WINTRUST 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: 566 shares; 2024Q4: 566 shares; 2025Q1: 922 shares; 2025Q2: 822 shares 822 $102K 0.01% -100 Timeline KDP KEURIG DR PEPPER INC More: the full row for KEURIG DR PEPPER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,630 shares; 2024Q4: 2,184 shares; 2025Q1: 2,077 shares; 2025Q2: 3,080 shares 3,080 $102K 0.01% +1,003 Timeline DDS DILLARDS INC More: the full row for DILLARDS 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: 60 shares; 2025Q2: 243 shares 243 $102K 0.01% +183 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 325 shares; 2025Q1: 460 shares; 2025Q2: 613 shares 613 $101K 0.01% +153 Timeline BNTX BIONTECH SE More: the full row for BIONTECH SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 91 shares; 2024Q4: 150 shares; 2025Q1: 234 shares; 2025Q2: 949 shares 949 $101K 0.01% +715 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,236 shares 2,236 $101K 0.01% new Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 47 shares; 2025Q1: not reported; 2025Q2: 1,072 shares 1,072 $101K 0.01% new Timeline VREX VAREX IMAGING CORP More: the full row for VAREX IMAGING 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: 11,577 shares 11,577 $100K 0.01% new Timeline IVZ INVESCO LTD More: the full row for INVESCO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,455 shares; 2024Q4: 4,665 shares; 2025Q1: 5,465 shares; 2025Q2: 6,364 shares 6,364 $100K 0.01% +899 Timeline HMY HARMONY GOLD MNG LTD More: the full row for HARMONY GOLD MNG 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: 3 shares; 2025Q1: 4,976 shares; 2025Q2: 7,182 shares 7,182 $100K 0.01% +2,206 Timeline ESS ESSEX PPTY TR INC More: the full row for ESSEX 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: 132 shares; 2024Q4: 141 shares; 2025Q1: 190 shares; 2025Q2: 354 shares 354 $100K 0.01% +164 Timeline CIEN CIENA CORP More: the full row for CIENA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 392 shares; 2025Q2: 1,230 shares 1,230 $100K 0.01% +838 Timeline CWENA CLEARWAY ENERGY INC More: the full row for CLEARWAY 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: 1 shares; 2024Q4: 1 shares; 2025Q1: 786 shares; 2025Q2: 3,304 shares 3,304 $100K 0.01% +2,518 Timeline NVRI ENVIRI CORP More: the full row for ENVIRI 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: 65 shares; 2025Q1: 7,431 shares; 2025Q2: 11,500 shares 11,500 $99.8K 0.01% +4,069 Timeline SOFI SOFI TECHNOLOGIES INC More: the full row for SOFI 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: 3,551 shares; 2024Q4: 3,608 shares; 2025Q1: 7,237 shares; 2025Q2: 5,466 shares 5,466 $99.5K 0.01% -1,771 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3 shares; 2024Q4: 112 shares; 2025Q1: 1,907 shares; 2025Q2: 7,236 shares 7,236 $99.3K 0.01% +5,329 Timeline FV FIRST TR EXCHANGE TRADED FD More: the full row for FIRST TR EXCHANGE TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,674 shares 1,674 $99.2K 0.01% new Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION 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: 96 shares; 2025Q2: 862 shares 862 $99.1K 0.01% +766 Timeline PNFP PINNACLE FINANCIAL PARTNERS More: the full row for PINNACLE FINANCIAL PARTNERS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 713 shares; 2024Q4: 717 shares; 2025Q1: 827 shares; 2025Q2: 895 shares 895 $98.8K 0.01% +68 Timeline SouthState Corp SouthState Corp More: the full row for SouthState 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: 235 shares; 2025Q2: 1,073 shares 1,073 $98.7K 0.01% +838 WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 136 shares; 2024Q4: 150 shares; 2025Q1: 275 shares; 2025Q2: 450 shares 450 $98.2K 0.01% +175 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,000 shares 2,000 $98.2K 0.01% new Timeline HTHT H WORLD GROUP LTD More: the full row for H WORLD 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: 1,082 shares; 2025Q2: 2,895 shares 2,895 $98.2K 0.01% +1,813 Timeline PAC GRUPO AEROPORTUNARIO DEL PAC More: the full row for GRUPO AEROPORTUNARIO DEL PAC 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: 10 shares; 2025Q1: 116 shares; 2025Q2: 427 shares 427 $97.9K 0.01% +311 Timeline WALGREENS BOOTS ALLIANCE INC WALGREENS BOOTS ALLIANCE INC More: the full row for WALGREENS BOOTS ALLIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,927 shares; 2024Q4: 4,757 shares; 2025Q1: 11,205 shares; 2025Q2: 8,528 shares 8,528 $97.9K 0.01% -2,677 VGIT 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: 1,635 shares 1,635 $97.8K 0.01% new Timeline HIMS HIMS & HERS HEALTH INC More: the full row for HIMS & HERS HEALTH 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: 7 shares; 2025Q1: 1,844 shares; 2025Q2: 1,960 shares 1,960 $97.7K 0.01% +116 Timeline VANGUARD HEALTH CARE ADM VANGUARD HEALTH CARE ADM More: the full row for VANGUARD HEALTH CARE 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: not reported; 2025Q2: 1,332 shares 1,332 $97.6K 0.01% new ERIC TELEFONAKTIEBOLAGET LM ERICS More: the full row for TELEFONAKTIEBOLAGET LM ERICS 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: 741 shares; 2025Q1: 13,076 shares; 2025Q2: 11,452 shares 11,452 $97.1K 0.01% -1,624 Timeline LGIH LGI HOMES INC More: the full row for LGI HOMES 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: 146 shares; 2025Q2: 1,883 shares 1,883 $97K 0.01% +1,737 Timeline DNUT KRISPY KREME INC More: the full row for KRISPY KREME 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: 33,273 shares 33,273 $96.8K 0.01% new Timeline AGCO AGCO CORP More: the full row for AGCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 293 shares; 2024Q4: 297 shares; 2025Q1: 590 shares; 2025Q2: 938 shares 938 $96.8K 0.01% +348 Timeline JUNIPER NETWORKS INC JUNIPER NETWORKS INC More: the full row for JUNIPER NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,954 shares; 2024Q4: 1,981 shares; 2025Q1: 1,923 shares; 2025Q2: 2,421 shares 2,421 $96.7K 0.01% +498 BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1 shares; 2024Q4: 123 shares; 2025Q1: 591 shares; 2025Q2: 897 shares 897 $96.7K 0.01% +306 Timeline MOG-A MOOG INC More: the full row for MOOG 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: 17 shares; 2025Q1: 500 shares; 2025Q2: 533 shares 533 $96.5K 0.01% +33 Timeline DFIEX INTERNATIONAL CORE EQUITY 2 More: the full row for INTERNATIONAL CORE EQUITY 2 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: 3,800 shares; 2025Q1: 3,711 shares; 2025Q2: 5,207 shares 5,207 $96.2K 0.01% +1,496 Timeline HPK HIGHPEAK ENERGY INC More: the full row for HIGHPEAK 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: not reported; 2024Q4: not reported; 2025Q1: 4 shares; 2025Q2: 9,808 shares 9,808 $96.1K 0.01% +9,804 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 302 shares; 2024Q4: 322 shares; 2025Q1: 205 shares; 2025Q2: 507 shares 507 $96K 0.01% +302 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 509 shares; 2024Q4: 485 shares; 2025Q1: 412 shares; 2025Q2: 728 shares 728 $95.7K 0.01% +316 Timeline ALV AUTOLIV INC More: the full row for AUTOLIV 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: 156 shares; 2025Q2: 851 shares 851 $95.2K 0.01% +695 Timeline STWD STARWOOD PPTY TR INC More: the full row for STARWOOD PPTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 848 shares; 2024Q4: 1,578 shares; 2025Q1: 1,886 shares; 2025Q2: 4,734 shares 4,734 $95K 0.01% +2,848 Timeline CVNA CARVANA CO More: the full row for CARVANA 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 shares; 2024Q4: 13 shares; 2025Q1: 138 shares; 2025Q2: 282 shares 282 $94.8K 0.01% +144 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,922 shares; 2024Q4: 1,382 shares; 2025Q1: 1,392 shares; 2025Q2: 1,371 shares 1,371 $94.8K 0.01% -21 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 164 shares; 2024Q4: 191 shares; 2025Q1: 219 shares; 2025Q2: 1,281 shares 1,281 $94.5K 0.01% +1,062 Timeline JACK JACK IN THE BOX INC More: the full row for JACK IN THE BOX 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: 13 shares; 2025Q1: 268 shares; 2025Q2: 5,410 shares 5,410 $94.5K 0.01% +5,142 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2 shares; 2025Q1: 298 shares; 2025Q2: 2,787 shares 2,787 $94.2K 0.01% +2,489 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 29 shares; 2025Q1: 100 shares; 2025Q2: 300 shares 300 $94.2K 0.01% +200 Timeline POR PORTLAND GEN ELEC CO More: the full row for PORTLAND GEN 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: not reported; 2024Q4: 160 shares; 2025Q1: 393 shares; 2025Q2: 2,304 shares 2,304 $93.6K 0.01% +1,911 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 725 shares; 2024Q4: 738 shares; 2025Q1: 847 shares; 2025Q2: 912 shares 912 $93.6K 0.01% +65 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 841 shares; 2024Q4: 851 shares; 2025Q1: 1,013 shares; 2025Q2: 1,273 shares 1,273 $93.5K 0.01% +260 Timeline WF WOORI FINL GROUP INC More: the full row for WOORI FINL 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: 1 shares; 2025Q1: 503 shares; 2025Q2: 1,880 shares 1,880 $93.4K 0.01% +1,377 Timeline RACE FERRARI N V More: the full row for FERRARI N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16 shares; 2025Q1: 77 shares; 2025Q2: 237 shares 237 $92.9K 0.01% +160 Timeline VIPS VIPSHOP HLDGS LTD More: the full row for VIPSHOP HLDGS 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: 146 shares; 2025Q1: 2,621 shares; 2025Q2: 6,151 shares 6,151 $92.6K 0.01% +3,530 Timeline SAFRY SAFRAN SA-UNSPON ADR More: the full row for SAFRAN SA-UNSPON 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: 92 shares; 2025Q1: 234 shares; 2025Q2: 1,138 shares 1,138 $92.1K 0.01% +904 Timeline FCFS FIRSTCASH HOLDINGS INC More: the full row for FIRSTCASH 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: not reported; 2024Q4: 9 shares; 2025Q1: 660 shares; 2025Q2: 680 shares 680 $91.9K 0.01% +20 Timeline LEGN LEGEND BIOTECH CORP More: the full row for LEGEND BIOTECH 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: 142 shares; 2025Q1: 1,725 shares; 2025Q2: 2,586 shares 2,586 $91.8K 0.01% +861 Timeline RNW RENEW ENERGY GLOBAL PLC More: the full row for RENEW ENERGY GLOBAL 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: 906 shares; 2025Q1: 672 shares; 2025Q2: 13,239 shares 13,239 $91.5K 0.01% +12,567 Timeline KSPI KASPI KZ JSC More: the full row for KASPI KZ JSC 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: 232 shares; 2025Q2: 1,075 shares 1,075 $91.3K 0.01% +843 Timeline TPH TRI POINTE HOMES INC More: the full row for TRI POINTE HOMES 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: 320 shares; 2025Q2: 2,855 shares 2,855 $91.2K 0.01% +2,535 Timeline HWKN HAWKINS INC More: the full row for HAWKINS 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: 42 shares; 2025Q1: 266 shares; 2025Q2: 642 shares 642 $91.1K 0.01% +376 Timeline MGY MAGNOLIA OIL & GAS CORP More: the full row for MAGNOLIA OIL & GAS 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: 332 shares; 2025Q2: 4,051 shares 4,051 $91.1K 0.01% +3,719 Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,835 shares; 2024Q4: not reported; 2025Q1: 1,722 shares; 2025Q2: 5,731 shares 5,731 $91K 0.01% +4,009 Timeline RHHBY ROCHE HOLDINGS LTD-SPONS ADR More: the full row for ROCHE HOLDINGS LTD-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 991 shares; 2024Q4: 1,354 shares; 2025Q1: 1,198 shares; 2025Q2: 2,241 shares 2,241 $90.9K 0.01% +1,043 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 101 shares; 2024Q4: 50 shares; 2025Q1: 443 shares; 2025Q2: 670 shares 670 $90.9K 0.01% +227 Timeline VYX NCR VOYIX CORPORATION More: the full row for NCR VOYIX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2 shares; 2024Q4: 3 shares; 2025Q1: 705 shares; 2025Q2: 7,711 shares 7,711 $90.5K 0.01% +7,006 Timeline FMC FMC CORP More: the full row for FMC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 784 shares; 2024Q4: 490 shares; 2025Q1: 2,465 shares; 2025Q2: 2,158 shares 2,158 $90.1K 0.01% -307 Timeline DGCB 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: not reported; 2025Q2: 1,655 shares 1,655 $89.8K 0.01% new Timeline FCNTX FIDELITY CONTRAFUND More: the full row for FIDELITY CONTRAFUND 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: 3,835 shares 3,835 $89.5K 0.01% new Timeline BNPQY BNP PARIBAS-ADR More: the full row for BNP PARIBAS-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: 419 shares; 2025Q1: 174 shares; 2025Q2: 1,996 shares 1,996 $89.4K 0.01% +1,822 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 400 shares; 2024Q4: 395 shares; 2025Q1: 396 shares; 2025Q2: 509 shares 509 $89.4K 0.01% +113 Timeline AKAM AKAMAI TECHNOLOGIES INC More: the full row for AKAMAI TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,190 shares; 2024Q3: 334 shares; 2024Q4: 391 shares; 2025Q1: 1,076 shares; 2025Q2: 1,119 shares 1,119 $89.3K 0.01% +43 Timeline