DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,820,643 shares; 2023Q3: 5,010,654 shares; 2023Q4: 5,276,464 shares; 2024Q1: 5,276,464 shares; 2024Q2: 5,466,015 shares 5,466,015 $162M 17.59% +189,551 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 184 shares; 2023Q3: 164 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 164 shares 164 $100M 10.89% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 558,650 shares; 2023Q3: 570,531 shares; 2023Q4: 588,040 shares; 2024Q1: 588,040 shares; 2024Q2: 601,720 shares 601,720 $97.1M 10.54% +13,680 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 208,362 shares; 2023Q3: 202,022 shares; 2023Q4: 203,451 shares; 2024Q1: 203,451 shares; 2024Q2: 200,453 shares 200,453 $75.1M 8.14% -2,998 Timeline DFAE DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,311,332 shares; 2023Q3: 2,437,965 shares; 2023Q4: 2,587,914 shares; 2024Q1: 2,587,914 shares; 2024Q2: 2,708,801 shares 2,708,801 $70.1M 7.6% +120,887 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 369,320 shares; 2023Q3: 384,845 shares; 2023Q4: 397,694 shares; 2024Q1: 397,694 shares; 2024Q2: 405,306 shares 405,306 $69.2M 7.51% +7,612 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 451,210 shares; 2023Q3: 484,652 shares; 2023Q4: 489,137 shares; 2024Q1: 489,137 shares; 2024Q2: 516,699 shares 516,699 $50.2M 5.44% +27,562 Timeline DFLV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 313,534 shares; 2023Q3: 1,223,492 shares; 2023Q4: 1,377,120 shares; 2024Q1: 1,377,120 shares; 2024Q2: 1,470,112 shares 1,470,112 $42.5M 4.61% +92,992 Timeline DFSV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 277,206 shares; 2023Q3: 980,377 shares; 2023Q4: 1,087,459 shares; 2024Q1: 1,087,459 shares; 2024Q2: 1,157,929 shares 1,157,929 $33.3M 3.62% +70,470 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 284,612 shares; 2023Q3: 296,481 shares; 2023Q4: 301,123 shares; 2024Q1: 301,123 shares; 2024Q2: 313,513 shares 313,513 $24.2M 2.63% +12,390 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 71,501 shares; 2023Q3: 89,172 shares; 2023Q4: 93,925 shares; 2024Q1: 93,925 shares; 2024Q2: 100,945 shares 100,945 $22.1M 2.4% +7,020 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 212,632 shares; 2023Q3: 173,366 shares; 2023Q4: 166,756 shares; 2024Q1: 166,756 shares; 2024Q2: 170,125 shares 170,125 $16.9M 1.84% +3,369 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 62,110 shares; 2023Q3: 64,022 shares; 2023Q4: 62,562 shares; 2024Q1: 62,562 shares; 2024Q2: 60,515 shares 60,515 $12.7M 1.38% -2,047 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,604 shares; 2023Q3: 13,502 shares; 2023Q4: 13,154 shares; 2024Q1: 13,154 shares; 2024Q2: 12,599 shares 12,599 $11.4M 1.24% -555 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,710 shares; 2023Q3: 21,040 shares; 2023Q4: 20,180 shares; 2024Q1: 20,180 shares; 2024Q2: 20,313 shares 20,313 $9.08M 0.98% +133 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,343 shares; 2023Q3: 4,461 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 48,022 shares 48,022 $5.93M 0.64% new Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,415 shares; 2023Q3: 5,783 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,119 shares 5,119 $5.46M 0.59% new NUSC NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 81,183 shares; 2023Q3: 83,553 shares; 2023Q4: 99,572 shares; 2024Q1: 99,572 shares; 2024Q2: 99,953 shares 99,953 $3.93M 0.43% +381 Timeline NUEM NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 106,642 shares; 2023Q3: 110,211 shares; 2023Q4: 129,480 shares; 2024Q1: 129,480 shares; 2024Q2: 136,814 shares 136,814 $3.92M 0.43% +7,334 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,024 shares; 2023Q3: 6,576 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,068 shares 8,068 $3.28M 0.36% new Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 911 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,975 shares 1,975 $3.17M 0.34% new Timeline NULG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,957 shares; 2023Q4: 27,861 shares; 2024Q1: 27,861 shares; 2024Q2: 33,053 shares 33,053 $2.68M 0.29% +5,192 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 12,681 shares; 2023Q3: 10,596 shares; 2023Q4: 10,501 shares; 2024Q1: 10,501 shares; 2024Q2: 10,404 shares 10,404 $2.67M 0.29% -97 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,015 shares; 2023Q3: 16,748 shares; 2023Q4: 16,722 shares; 2024Q1: 16,722 shares; 2024Q2: 17,359 shares 17,359 $2.45M 0.27% +637 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,841 shares; 2023Q3: 12,495 shares; 2023Q4: 12,346 shares; 2024Q1: 12,346 shares; 2024Q2: 12,151 shares 12,151 $2.21M 0.24% -195 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,527 shares; 2023Q3: 27,747 shares; 2023Q4: 27,977 shares; 2024Q1: 27,977 shares; 2024Q2: 26,443 shares 26,443 $2M 0.22% -1,534 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,638 shares; 2023Q3: 15,946 shares; 2023Q4: 15,891 shares; 2024Q1: 15,891 shares; 2024Q2: 15,483 shares 15,483 $1.78M 0.19% -408 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,477 shares; 2023Q3: 9,574 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,202 shares 9,202 $1.78M 0.19% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,053 shares; 2023Q3: 9,083 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,807 shares 8,807 $1.62M 0.18% new Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,612 shares; 2023Q3: 11,220 shares; 2023Q4: 10,057 shares; 2024Q1: 10,057 shares; 2024Q2: 10,832 shares 10,832 $1.35M 0.15% +775 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,774 shares; 2023Q3: 7,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,529 shares 7,529 $1.31M 0.14% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,109 shares; 2023Q3: 8,539 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,454 shares 8,454 $1.24M 0.13% new Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,141 shares; 2023Q3: 10,088 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 11,383 shares 11,383 $1.21M 0.13% new Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,893 shares; 2023Q3: 8,490 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,394 shares 8,394 $1.2M 0.13% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,468 shares; 2023Q3: 2,415 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,199 shares 2,199 $1.12M 0.12% new Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,676 shares; 2023Q3: 2,089 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,046 shares 2,046 $1.12M 0.12% new Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,317 shares; 2023Q3: 3,237 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,223 shares 3,223 $1.11M 0.12% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,826 shares; 2023Q3: 5,826 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,776 shares 5,776 $1.06M 0.11% new Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 29,944 shares; 2023Q3: 30,168 shares; 2023Q4: 27,200 shares; 2024Q1: 27,200 shares; 2024Q2: 26,305 shares 26,305 $1.06M 0.11% -895 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,537 shares; 2023Q3: 1,353 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,187 shares 1,187 $1.01M 0.11% new Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,429 shares; 2023Q3: 6,293 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,790 shares 5,790 $1M 0.11% new Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,038 shares; 2023Q3: 1,133 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 979 shares 979 $1M 0.11% new Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,803 shares; 2023Q3: 5,836 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,278 shares 6,278 $982K 0.11% new Timeline NUBD NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 39,975 shares; 2023Q4: 42,087 shares; 2024Q1: 42,087 shares; 2024Q2: 43,733 shares 43,733 $954K 0.1% +1,646 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,660 shares; 2023Q3: 12,843 shares; 2023Q4: 12,894 shares; 2024Q1: 12,894 shares; 2024Q2: 8,993 shares 8,993 $934K 0.1% -3,901 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 16,708 shares; 2023Q3: 16,727 shares; 2023Q4: 13,138 shares; 2024Q1: 13,138 shares; 2024Q2: 11,635 shares 11,635 $906K 0.1% -1,503 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,438 shares; 2023Q3: 1,386 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,312 shares 1,312 $885K 0.1% new Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,544 shares; 2023Q3: 1,552 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,746 shares 1,746 $881K 0.1% new Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,539 shares; 2023Q3: 20,251 shares; 2023Q4: 19,322 shares; 2024Q1: 19,322 shares; 2024Q2: 17,429 shares 17,429 $828K 0.09% -1,893 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,601 shares; 2023Q3: 23,248 shares; 2023Q4: 20,010 shares; 2024Q1: 20,010 shares; 2024Q2: 28,708 shares 28,708 $827K 0.09% +8,698 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,739 shares; 2023Q3: 2,809 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,623 shares 2,623 $820K 0.09% new Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,845 shares; 2023Q3: 2,863 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,075 shares 3,075 $807K 0.09% new Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,238 shares; 2023Q3: 3,319 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,481 shares 3,481 $806K 0.09% new Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,503 shares; 2023Q3: 2,313 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,819 shares 3,819 $761K 0.08% new Timeline EAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 53,385 shares; 2023Q3: 47,138 shares; 2023Q4: 23,370 shares; 2024Q1: 23,370 shares; 2024Q2: 16,141 shares 16,141 $752K 0.08% -7,229 Timeline ISTB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,086 shares; 2023Q3: 9,930 shares; 2023Q4: 11,855 shares; 2024Q1: 11,855 shares; 2024Q2: 15,878 shares 15,878 $752K 0.08% +4,023 Timeline BANC BANC OF CALIFORNIA INC More: the full row for BANC OF CALIFORNIA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 55,554 shares; 2024Q1: 55,554 shares; 2024Q2: 57,916 shares 57,916 $746K 0.08% +2,362 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,045 shares; 2023Q3: 3,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,587 shares 3,587 $724K 0.08% new Timeline EUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 59,375 shares; 2023Q3: 52,479 shares; 2023Q4: 24,824 shares; 2024Q1: 24,824 shares; 2024Q2: 16,786 shares 16,786 $714K 0.08% -8,038 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,102 shares; 2023Q3: 2,080 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,956 shares 1,956 $713K 0.08% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,297 shares; 2023Q3: 3,610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,005 shares 3,005 $709K 0.08% new Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,836 shares; 2023Q3: 5,976 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,003 shares 4,003 $687K 0.07% new Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,565 shares; 2023Q3: 12,281 shares; 2023Q4: 12,494 shares; 2024Q1: 12,494 shares; 2024Q2: 14,666 shares 14,666 $673K 0.07% +2,172 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,205 shares; 2023Q3: 1,117 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,201 shares 1,201 $665K 0.07% new Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,248 shares; 2023Q3: 2,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,195 shares 3,195 $646K 0.07% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 25,852 shares; 2023Q3: 20,761 shares; 2023Q4: 20,647 shares; 2024Q1: 20,647 shares; 2024Q2: 20,525 shares 20,525 $636K 0.07% -122 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,949 shares; 2023Q3: 2,861 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,805 shares 2,805 $635K 0.07% new Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,620 shares; 2023Q3: 1,909 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,814 shares 1,814 $604K 0.07% new Timeline S SENTINELONE INC More: the full row for SENTINELONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 32,284 shares; 2023Q4: 28,584 shares; 2024Q1: 28,584 shares; 2024Q2: 28,044 shares 28,044 $590K 0.06% -540 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,480 shares; 2023Q3: 1,637 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,043 shares 1,043 $579K 0.06% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,975 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,975 shares 6,975 $559K 0.06% new Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 924 shares; 2023Q3: 951 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,252 shares 1,252 $552K 0.06% new Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 12,669 shares 12,669 $551K 0.06% new Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 13,961 shares; 2023Q3: 15,439 shares; 2023Q4: 14,757 shares; 2024Q1: 14,757 shares; 2024Q2: 19,531 shares 19,531 $546K 0.06% +4,774 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,884 shares; 2023Q3: 5,851 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,805 shares 4,805 $541K 0.06% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 148 shares; 2023Q3: 150 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,600 shares 8,600 $539K 0.06% new Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,600 shares; 2023Q3: 5,672 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,849 shares 5,849 $535K 0.06% new Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,232 shares 8,232 $530K 0.06% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,923 shares; 2023Q3: 11,128 shares; 2023Q4: 10,709 shares; 2024Q1: 10,709 shares; 2024Q2: 10,628 shares 10,628 $525K 0.06% -81 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,876 shares; 2023Q3: 3,642 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,149 shares 3,149 $519K 0.06% new Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,145 shares; 2023Q3: 4,867 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,229 shares 5,229 $519K 0.06% new Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 6,163 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,716 shares 8,716 $507K 0.05% new Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,551 shares; 2023Q3: 6,595 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,887 shares 7,887 $506K 0.05% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 603 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,127 shares 1,127 $503K 0.05% new Timeline HUBS HUBSPOT INC More: the full row for HUBSPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 850 shares; 2023Q3: 852 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 850 shares 850 $501K 0.05% new Timeline JELD JELD-WEN HLDG INC More: the full row for JELD-WEN HLDG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 37,085 shares; 2023Q3: 37,085 shares; 2023Q4: 37,085 shares; 2024Q1: 37,085 shares; 2024Q2: 37,085 shares 37,085 $500K 0.05% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,400 shares; 2023Q3: 1,208 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,084 shares 1,084 $490K 0.05% new Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,865 shares; 2023Q3: 3,122 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,592 shares 3,592 $487K 0.05% new Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,864 shares; 2023Q3: 4,890 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,759 shares 4,759 $478K 0.05% new Timeline HMC HONDA MOTOR CO LTD More: the full row for HONDA MOTOR CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,510 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,806 shares 14,806 $477K 0.05% new Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 986 shares; 2023Q3: 1,173 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,017 shares 1,017 $477K 0.05% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 30,119 shares; 2023Q4: 34,099 shares; 2024Q1: 34,099 shares; 2024Q2: 35,164 shares 35,164 $472K 0.05% +1,065 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,081 shares; 2023Q3: 3,427 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,797 shares 4,797 $466K 0.05% new Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,612 shares; 2023Q3: 6,411 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,045 shares 6,045 $466K 0.05% new Timeline ASX ASE TECHNOLOGY HLDG CO LTD More: the full row for ASE TECHNOLOGY HLDG CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 43,045 shares; 2023Q3: 41,550 shares; 2023Q4: 42,536 shares; 2024Q1: 42,536 shares; 2024Q2: 40,711 shares 40,711 $465K 0.05% -1,825 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,769 shares; 2023Q3: 2,751 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,545 shares 2,545 $459K 0.05% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 101,909 shares; 2023Q3: 127,384 shares; 2023Q4: 160,713 shares; 2024Q1: 160,713 shares; 2024Q2: 167,976 shares 167,976 $459K 0.05% +7,263 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,862 shares; 2023Q3: 2,869 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,636 shares 6,636 $449K 0.05% new Timeline TMFC RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 8,300 shares; 2023Q3: 8,300 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,300 shares 8,300 $447K 0.05% new Timeline MTX MINERALS TECHNOLOGIES INC More: the full row for MINERALS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,833 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,364 shares 5,364 $446K 0.05% new Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 473 shares; 2023Q3: 489 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 410 shares 410 $431K 0.05% new Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,987 shares; 2023Q3: 6,718 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,108 shares 6,108 $427K 0.05% new Timeline UMC UNITED MICROELECTRONICS CORP More: the full row for UNITED MICROELECTRONICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 24,488 shares; 2023Q3: 38,668 shares; 2023Q4: 38,498 shares; 2024Q1: 38,498 shares; 2024Q2: 48,612 shares 48,612 $426K 0.05% +10,114 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,417 shares; 2023Q3: 5,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,494 shares 8,494 $412K 0.04% new Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 932 shares; 2023Q3: 907 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 748 shares 748 $405K 0.04% new Timeline NMR NOMURA HLDGS INC More: the full row for NOMURA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 54,239 shares; 2023Q4: 62,852 shares; 2024Q1: 62,852 shares; 2024Q2: 69,048 shares 69,048 $399K 0.04% +6,196 Timeline PAAS PAN AMERN SILVER CORP More: the full row for PAN AMERN SILVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 20,000 shares 20,000 $398K 0.04% new Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,148 shares; 2023Q3: 1,264 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,564 shares 1,564 $391K 0.04% new Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,236 shares; 2023Q3: 4,303 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,223 shares 4,223 $390K 0.04% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,918 shares 2,918 $384K 0.04% new Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,435 shares; 2023Q3: 1,727 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,621 shares 1,621 $379K 0.04% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 7,638 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 14,645 shares 14,645 $378K 0.04% new Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 192 shares; 2023Q3: 194 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 230 shares 230 $378K 0.04% new Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 9,926 shares; 2023Q3: 11,535 shares; 2023Q4: 10,716 shares; 2024Q1: 10,716 shares; 2024Q2: 9,084 shares 9,084 $375K 0.04% -1,632 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,758 shares; 2023Q3: 5,215 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,187 shares 5,187 $374K 0.04% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 873 shares; 2023Q3: 692 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 565 shares 565 $371K 0.04% new Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,384 shares; 2023Q3: 4,528 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,053 shares 4,053 $368K 0.04% new Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,471 shares; 2023Q3: 2,168 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,248 shares 2,248 $365K 0.04% new Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 51,119 shares; 2023Q3: 43,381 shares; 2023Q4: 21,740 shares; 2024Q1: 21,740 shares; 2024Q2: 14,849 shares 14,849 $364K 0.04% -6,891 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,930 shares; 2023Q3: 2,510 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,279 shares 3,279 $361K 0.04% new Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 4,330 shares; 2023Q3: 4,361 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,338 shares 4,338 $357K 0.04% new Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,720 shares; 2023Q3: 2,490 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,981 shares 2,981 $354K 0.04% new Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,621 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,729 shares 2,729 $351K 0.04% new Timeline SWX SOUTHWEST GAS HLDGS INC More: the full row for SOUTHWEST GAS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,803 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,951 shares 4,951 $348K 0.04% new Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,717 shares; 2023Q3: 2,524 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,102 shares 2,102 $347K 0.04% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,906 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,813 shares 8,813 $340K 0.04% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 7,867 shares; 2023Q3: 10,241 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 10,581 shares 10,581 $339K 0.04% new Timeline IQLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,800 shares; 2023Q3: 7,462 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,680 shares 8,680 $339K 0.04% new Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 826 shares; 2023Q3: 858 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,022 shares 1,022 $338K 0.04% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,543 shares; 2023Q3: 3,250 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,644 shares 2,644 $333K 0.04% new Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,660 shares; 2023Q3: 1,883 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,872 shares 1,872 $330K 0.04% new Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,636 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,584 shares 1,584 $329K 0.04% new Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,339 shares; 2023Q3: 10,063 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,318 shares 8,318 $326K 0.04% new Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 19,302 shares; 2023Q3: 14,516 shares; 2023Q4: 14,406 shares; 2024Q1: 14,406 shares; 2024Q2: 17,013 shares 17,013 $325K 0.04% +2,607 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,344 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,369 shares 4,369 $324K 0.04% new Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,256 shares 8,256 $321K 0.03% new Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 11,234 shares; 2023Q3: 10,128 shares; 2023Q4: 10,128 shares; 2024Q1: 10,128 shares; 2024Q2: 11,193 shares 11,193 $318K 0.03% +1,065 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 85 shares; 2023Q3: 93 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 80 shares 80 $317K 0.03% new Timeline AVANGRID INC AVANGRID INC More: the full row for AVANGRID INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 8,722 shares 8,722 $314K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 6,874 shares; 2023Q3: 6,437 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,486 shares 5,486 $311K 0.03% new Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,794 shares; 2023Q3: 1,874 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,069 shares 2,069 $308K 0.03% new Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 936 shares; 2023Q3: 1,114 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 903 shares 903 $308K 0.03% new Timeline TRAK REPOSITRAK INC More: the full row for REPOSITRAK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,000 shares; 2023Q3: 20,000 shares; 2023Q4: 20,000 shares; 2024Q1: 20,000 shares; 2024Q2: 20,000 shares 20,000 $306K 0.03% 0 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,930 shares; 2023Q3: 2,372 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,062 shares 2,062 $305K 0.03% new Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,408 shares; 2023Q3: 688 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686 shares 686 $305K 0.03% new Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 5,072 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,093 shares 5,093 $305K 0.03% new Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,642 shares; 2023Q3: 3,384 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,922 shares 2,922 $301K 0.03% new Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,483 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 938 shares 938 $285K 0.03% new Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 5,509 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,137 shares 5,137 $282K 0.03% new CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,201 shares 5,201 $282K 0.03% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 611 shares; 2023Q3: 550 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 555 shares 555 $279K 0.03% new Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,897 shares 3,897 $278K 0.03% new Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 2,389 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,525 shares 2,525 $278K 0.03% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,257 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,723 shares 3,723 $274K 0.03% new Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 13,223 shares; 2023Q4: 12,788 shares; 2024Q1: 12,788 shares; 2024Q2: 13,471 shares 13,471 $273K 0.03% +683 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 3,056 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,482 shares 3,482 $272K 0.03% new Timeline WIT WIPRO LTD More: the full row for WIPRO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 55,121 shares; 2023Q4: 45,885 shares; 2024Q1: 45,885 shares; 2024Q2: 44,381 shares 44,381 $271K 0.03% -1,504 Timeline AXTA AXALTA COATING SYS LTD More: the full row for AXALTA COATING SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,921 shares 7,921 $271K 0.03% new Timeline CHKP CHECK POINT SOFTWARE TECH LT More: the full row for CHECK POINT SOFTWARE TECH LT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,691 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,613 shares 1,613 $266K 0.03% new Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 802 shares; 2023Q3: 732 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 491 shares 491 $266K 0.03% new Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 9,358 shares 9,358 $266K 0.03% new Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,810 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,975 shares 3,975 $266K 0.03% new Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 1,042 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,103 shares 1,103 $265K 0.03% new Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,075 shares; 2023Q3: 1,162 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 925 shares 925 $264K 0.03% new Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,192 shares 1,192 $260K 0.03% new Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 610 shares; 2023Q3: 610 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 450 shares 450 $260K 0.03% new Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,610 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,372 shares 3,372 $259K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,059 shares; 2023Q3: 1,991 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,652 shares 1,652 $257K 0.03% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 584 shares 584 $256K 0.03% new Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 10,487 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 25,445 shares 25,445 $255K 0.03% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 989 shares 989 $253K 0.03% new Timeline 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 10,120 shares; 2023Q3: 9,363 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,270 shares 7,270 $253K 0.03% new Timeline CSTM CONSTELLIUM SE More: the full row for CONSTELLIUM SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 13,259 shares 13,259 $250K 0.03% new Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 2,265 shares; 2023Q3: 3,050 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,215 shares 1,215 $249K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,379 shares 7,379 $248K 0.03% new Timeline INFY INFOSYS LTD More: the full row for INFOSYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 14,888 shares; 2023Q3: 16,775 shares; 2023Q4: 19,118 shares; 2024Q1: 19,118 shares; 2024Q2: 13,084 shares 13,084 $248K 0.03% -6,034 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,377 shares 6,377 $248K 0.03% new Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,837 shares 6,837 $246K 0.03% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 7,140 shares 7,140 $241K 0.03% new Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,440 shares; 2023Q3: 3,403 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,207 shares 3,207 $240K 0.03% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 756 shares 756 $237K 0.03% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 791 shares; 2023Q3: 888 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,198 shares 1,198 $237K 0.03% new Timeline TAK TAKEDA PHARMACEUTICAL CO LTD More: the full row for TAKEDA PHARMACEUTICAL CO LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 20,288 shares; 2023Q3: 25,466 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 17,727 shares 17,727 $235K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,978 shares 4,978 $234K 0.03% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 4,400 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,468 shares 1,468 $233K 0.03% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,197 shares 2,197 $228K 0.02% new Timeline FUL FULLER H B CO More: the full row for FULLER H B CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,942 shares 2,942 $226K 0.02% new Timeline WPP WPP PLC NEW More: the full row for WPP PLC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,770 shares 4,770 $226K 0.02% new Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,925 shares 1,925 $226K 0.02% new Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,015 shares; 2023Q3: 967 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 755 shares 755 $225K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,141 shares 1,141 $222K 0.02% new Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,982 shares 2,982 $221K 0.02% new Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 3,712 shares; 2023Q3: 4,416 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,839 shares 3,839 $218K 0.02% new Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: 1,854 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,529 shares 1,529 $215K 0.02% new Timeline REX REX AMERICAN RES CORP More: the full row for REX AMERICAN RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,726 shares 4,726 $215K 0.02% new Timeline BARNES GROUP INC BARNES GROUP INC More: the full row for BARNES GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,178 shares 5,178 $214K 0.02% new BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,150 shares 5,150 $214K 0.02% new Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,566 shares 3,566 $212K 0.02% new Timeline ITUB ITAU UNIBANCO HLDG S A More: the full row for ITAU UNIBANCO HLDG S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: 28,314 shares; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 35,456 shares 35,456 $209K 0.02% new Timeline CHRW C H ROBINSON WORLDWIDE IN More: the full row for C H ROBINSON WORLDWIDE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,325 shares 2,325 $206K 0.02% new Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 5,305 shares 5,305 $206K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,842 shares 4,842 $206K 0.02% new Timeline G GENPACT LIMITED More: the full row for GENPACT LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 6,363 shares 6,363 $205K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,144 shares 4,144 $205K 0.02% new Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,124 shares 1,124 $205K 0.02% new Timeline TEEKAY TANKERS LTD TEEKAY TANKERS LTD More: the full row for TEEKAY TANKERS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,951 shares 2,951 $203K 0.02% new VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 816 shares 816 $203K 0.02% new Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: restricted; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 417 shares 417 $200K 0.02% new Timeline