PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,312,118 shares; 2024Q2: 2,311,946 shares; 2024Q3: 2,311,974 shares; 2024Q4: 2,329,473 shares; 2025Q1: 2,329,379 shares; 2025Q2: 2,426,220 shares 2,426,220 $231M 13.44% +96,841 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 309,215 shares; 2024Q2: 312,217 shares; 2024Q3: 310,024 shares; 2024Q4: 313,283 shares; 2025Q1: 343,213 shares; 2025Q2: 340,227 shares 340,227 $169M 9.86% -2,986 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 151,115 shares; 2024Q2: 154,475 shares; 2024Q3: 158,096 shares; 2024Q4: 162,564 shares; 2025Q1: 215,107 shares; 2025Q2: 205,134 shares 205,134 $117M 6.79% -9,973 Timeline IDEV 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: 882,687 shares; 2024Q2: 954,490 shares; 2024Q3: 977,921 shares; 2024Q4: 1,089,294 shares; 2025Q1: 1,441,842 shares; 2025Q2: 1,419,721 shares 1,419,721 $108M 6.29% -22,121 Timeline DIHP 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: 550,416 shares; 2024Q2: 688,775 shares; 2024Q3: 870,743 shares; 2024Q4: 1,477,931 shares; 2025Q1: 2,865,725 shares; 2025Q2: 2,888,479 shares 2,888,479 $85.2M 4.97% +22,754 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 336,368 shares; 2024Q2: 322,475 shares; 2024Q3: 313,022 shares; 2024Q4: 312,456 shares; 2025Q1: 311,708 shares; 2025Q2: 306,662 shares 306,662 $67.3M 3.92% -5,046 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 209,578 shares; 2024Q2: 209,535 shares; 2024Q3: 202,001 shares; 2024Q4: 204,257 shares; 2025Q1: 204,144 shares; 2025Q2: 184,420 shares 184,420 $56.1M 3.27% -19,724 Timeline FNDA SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,065,882 shares; 2024Q2: 1,047,316 shares; 2024Q3: 1,037,631 shares; 2024Q4: 1,993,205 shares; 2025Q1: 1,882,471 shares; 2025Q2: 1,855,727 shares 1,855,727 $53.2M 3.1% -26,744 Timeline DUHP 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: 608,287 shares; 2024Q2: 793,079 shares; 2024Q3: 857,098 shares; 2024Q4: 935,718 shares; 2025Q1: 1,061,930 shares; 2025Q2: 1,078,569 shares 1,078,569 $38.4M 2.24% +16,639 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 67,345 shares; 2024Q2: 67,507 shares; 2024Q3: 66,672 shares; 2024Q4: 66,907 shares; 2025Q1: 412,939 shares; 2025Q2: 411,324 shares 411,324 $37.7M 2.2% -1,615 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: 514,316 shares; 2024Q2: 515,980 shares; 2024Q3: 507,297 shares; 2024Q4: 543,767 shares; 2025Q1: 683,026 shares; 2025Q2: 644,398 shares 644,398 $36.7M 2.14% -38,628 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,072 shares; 2024Q2: 247,279 shares; 2024Q3: 215,471 shares; 2024Q4: 203,104 shares; 2025Q1: 232,397 shares; 2025Q2: 214,872 shares 214,872 $33.9M 1.98% -17,525 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 36,737 shares; 2024Q2: 35,937 shares; 2024Q3: 36,351 shares; 2024Q4: 39,663 shares; 2025Q1: 52,279 shares; 2025Q2: 51,292 shares 51,292 $31.7M 1.85% -987 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,941 shares; 2024Q2: 144,944 shares; 2024Q3: 140,698 shares; 2024Q4: 133,424 shares; 2025Q1: 151,682 shares; 2025Q2: 149,766 shares 149,766 $30.7M 1.79% -1,916 Timeline ESGU 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: 8,745 shares; 2024Q2: 8,939 shares; 2024Q3: 10,325 shares; 2024Q4: 160,932 shares; 2025Q1: 174,564 shares; 2025Q2: 170,946 shares 170,946 $23.1M 1.35% -3,618 Timeline ECML EA SERIES TRUST More: the full row for EA SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 515,962 shares; 2024Q2: 515,962 shares; 2024Q3: 515,962 shares; 2024Q4: 516,048 shares; 2025Q1: 515,276 shares; 2025Q2: 498,567 shares 498,567 $15.4M 0.9% -16,709 Timeline VUSB VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,861 shares; 2024Q2: 18,105 shares; 2024Q3: 25,542 shares; 2024Q4: 30,122 shares; 2025Q1: 302,741 shares; 2025Q2: 304,681 shares 304,681 $15.2M 0.88% +1,940 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: 34,175 shares; 2024Q2: 32,634 shares; 2024Q3: 32,180 shares; 2024Q4: 31,759 shares; 2025Q1: 31,425 shares; 2025Q2: 31,425 shares 31,425 $13.8M 0.8% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 39,400 shares; 2024Q2: 39,400 shares; 2024Q3: 39,400 shares; 2024Q4: 39,400 shares; 2025Q1: 39,400 shares; 2025Q2: 39,400 shares 39,400 $13.4M 0.78% 0 Timeline ESGD 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: 80,263 shares; 2024Q2: 82,152 shares; 2024Q3: 86,558 shares; 2024Q4: 121,617 shares; 2025Q1: 143,215 shares; 2025Q2: 141,548 shares 141,548 $12.6M 0.74% -1,667 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,545 shares; 2024Q2: 4,545 shares; 2024Q3: 4,547 shares; 2024Q4: 4,307 shares; 2025Q1: 22,782 shares; 2025Q2: 22,809 shares 22,809 $12.6M 0.73% +27 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,548 shares; 2024Q2: 17,786 shares; 2024Q3: 17,323 shares; 2024Q4: 16,533 shares; 2025Q1: 18,002 shares; 2025Q2: 16,545 shares 16,545 $12.2M 0.71% -1,457 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 65,220 shares; 2024Q2: 66,682 shares; 2024Q3: 65,702 shares; 2024Q4: 66,089 shares; 2025Q1: 71,523 shares; 2025Q2: 67,166 shares 67,166 $11.8M 0.69% -4,357 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 95,470 shares; 2024Q2: 95,411 shares; 2024Q3: 86,980 shares; 2024Q4: 85,850 shares; 2025Q1: 85,852 shares; 2025Q2: 78,334 shares 78,334 $11.7M 0.68% -7,518 Timeline OMFL 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: 684,142 shares; 2024Q2: 553,571 shares; 2024Q3: 370,458 shares; 2024Q4: 233,261 shares; 2025Q1: 202,137 shares; 2025Q2: 193,360 shares 193,360 $11.2M 0.65% -8,777 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 61,315 shares; 2024Q2: 61,111 shares; 2024Q3: 60,053 shares; 2024Q4: 57,713 shares; 2025Q1: 59,517 shares; 2025Q2: 55,982 shares 55,982 $9.93M 0.58% -3,535 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,442 shares; 2024Q2: 8,322 shares; 2024Q3: 7,739 shares; 2024Q4: 7,377 shares; 2025Q1: 8,661 shares; 2025Q2: 8,583 shares 8,583 $8.5M 0.5% -78 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,839 shares; 2024Q2: 22,488 shares; 2024Q3: 22,951 shares; 2024Q4: 19,194 shares; 2025Q1: 18,584 shares; 2025Q2: 17,348 shares 17,348 $8.43M 0.49% -1,236 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,753 shares; 2024Q2: 15,935 shares; 2024Q3: 18,374 shares; 2024Q4: 35,631 shares; 2025Q1: 35,096 shares; 2025Q2: 35,926 shares 35,926 $8.04M 0.47% +830 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,120 shares; 2024Q2: 3,005 shares; 2024Q3: 29,306 shares; 2024Q4: 29,158 shares; 2025Q1: 31,481 shares; 2025Q2: 28,805 shares 28,805 $7.94M 0.46% -2,676 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 34,801 shares; 2024Q2: 30,295 shares; 2024Q3: 31,720 shares; 2024Q4: 28,983 shares; 2025Q1: 26,892 shares; 2025Q2: 23,599 shares 23,599 $7.5M 0.44% -3,293 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,249 shares; 2024Q2: 19,748 shares; 2024Q3: 19,605 shares; 2024Q4: 19,112 shares; 2025Q1: 40,634 shares; 2025Q2: 37,169 shares 37,169 $7.16M 0.42% -3,465 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,159 shares; 2024Q2: 26,468 shares; 2024Q3: 26,153 shares; 2024Q4: 26,368 shares; 2025Q1: 24,737 shares; 2025Q2: 24,335 shares 24,335 $7.06M 0.41% -402 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,422 shares; 2024Q2: 6,152 shares; 2024Q3: 6,036 shares; 2024Q4: 7,920 shares; 2025Q1: 7,359 shares; 2025Q2: 8,947 shares 8,947 $6.97M 0.41% +1,588 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,306 shares; 2024Q2: 7,018 shares; 2024Q3: 6,946 shares; 2024Q4: 6,821 shares; 2025Q1: 5,148 shares; 2025Q2: 5,024 shares 5,024 $6.73M 0.39% -124 Timeline RODM LATTICE STRATEGIES TR More: the full row for LATTICE STRATEGIES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 334,857 shares; 2024Q2: 275,879 shares; 2024Q3: 214,697 shares; 2024Q4: 198,260 shares; 2025Q1: 196,597 shares; 2025Q2: 193,836 shares 193,836 $6.61M 0.39% -2,761 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: 24,717 shares; 2024Q2: 25,360 shares; 2024Q3: 25,370 shares; 2024Q4: 24,565 shares; 2025Q1: 20,248 shares; 2025Q2: 23,071 shares 23,071 $6.58M 0.38% +2,823 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,223 shares; 2024Q2: 18,025 shares; 2024Q3: 17,973 shares; 2024Q4: 18,095 shares; 2025Q1: 17,876 shares; 2025Q2: 17,738 shares 17,738 $6.3M 0.37% -138 Timeline BBIN 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 89,800 shares; 2025Q2: 89,800 shares 89,800 $6.06M 0.35% 0 Timeline DNLI DENALI THERAPEUTICS INC More: the full row for DENALI THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 392,218 shares; 2024Q2: 409,995 shares; 2024Q3: 409,995 shares; 2024Q4: 409,995 shares; 2025Q1: 368,995 shares; 2025Q2: 368,995 shares 368,995 $5.16M 0.3% 0 Timeline BRK-A BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7 shares; 2025Q2: 7 shares 7 $5.1M 0.3% 0 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,176 shares; 2024Q2: 20,807 shares; 2024Q3: 20,298 shares; 2024Q4: 18,681 shares; 2025Q1: 22,359 shares; 2025Q2: 21,788 shares 21,788 $4.76M 0.28% -571 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,332 shares; 2024Q2: 6,288 shares; 2024Q3: 5,674 shares; 2024Q4: 5,063 shares; 2025Q1: 10,961 shares; 2025Q2: 10,928 shares 10,928 $4.64M 0.27% -33 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 975,831 shares; 2024Q2: 973,560 shares; 2024Q3: 907,113 shares; 2024Q4: 597,992 shares; 2025Q1: 82,962 shares; 2025Q2: 75,454 shares 75,454 $4.53M 0.26% -7,508 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,726 shares; 2024Q2: 10,391 shares; 2024Q3: 10,300 shares; 2024Q4: 7,667 shares; 2025Q1: 8,829 shares; 2025Q2: 8,003 shares 8,003 $4.5M 0.26% -826 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 44,248 shares; 2024Q2: 34,570 shares; 2024Q3: 34,570 shares; 2024Q4: 34,570 shares; 2025Q1: 34,570 shares; 2025Q2: 34,459 shares 34,459 $4.43M 0.26% -111 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,606 shares; 2024Q2: 11,606 shares; 2024Q3: 11,606 shares; 2024Q4: 11,606 shares; 2025Q1: 22,806 shares; 2025Q2: 22,806 shares 22,806 $4.43M 0.26% 0 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 38,418 shares; 2024Q2: 37,752 shares; 2024Q3: 36,428 shares; 2024Q4: 38,381 shares; 2025Q1: 47,428 shares; 2025Q2: 44,087 shares 44,087 $4.31M 0.25% -3,341 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,158 shares; 2024Q2: 16,686 shares; 2024Q3: 16,251 shares; 2024Q4: 15,930 shares; 2025Q1: 20,148 shares; 2025Q2: 21,659 shares 21,659 $4.02M 0.23% +1,511 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 27,172 shares; 2024Q2: 23,040 shares; 2024Q3: 23,352 shares; 2024Q4: 22,559 shares; 2025Q1: 22,143 shares; 2025Q2: 22,143 shares 22,143 $3.91M 0.23% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,566 shares; 2024Q2: 20,801 shares; 2024Q3: 20,327 shares; 2024Q4: 20,996 shares; 2025Q1: 24,228 shares; 2025Q2: 24,858 shares 24,858 $3.8M 0.22% +630 Timeline HEWJ 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 84,183 shares; 2025Q2: 84,183 shares 84,183 $3.77M 0.22% 0 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: 61,810 shares; 2024Q2: 58,540 shares; 2024Q3: 55,367 shares; 2024Q4: 49,581 shares; 2025Q1: 40,436 shares; 2025Q2: 36,639 shares 36,639 $3.66M 0.21% -3,797 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 63,594 shares; 2024Q2: 61,257 shares; 2024Q3: 61,916 shares; 2024Q4: 63,578 shares; 2025Q1: 81,715 shares; 2025Q2: 76,445 shares 76,445 $3.62M 0.21% -5,270 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,263 shares; 2024Q2: 8,401 shares; 2024Q3: 8,223 shares; 2024Q4: 8,156 shares; 2025Q1: 7,720 shares; 2025Q2: 9,374 shares 9,374 $3.44M 0.2% +1,654 Timeline RAMP LIVERAMP HLDGS INC More: the full row for LIVERAMP HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 89,556 shares; 2024Q2: 91,076 shares; 2024Q3: 93,328 shares; 2024Q4: 95,086 shares; 2025Q1: 96,566 shares; 2025Q2: 98,249 shares 98,249 $3.25M 0.19% +1,683 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,319 shares; 2024Q2: 21,368 shares; 2024Q3: 20,743 shares; 2024Q4: 20,777 shares; 2025Q1: 20,573 shares; 2025Q2: 19,919 shares 19,919 $3.17M 0.18% -654 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,261 shares; 2024Q2: 9,909 shares; 2024Q3: 9,748 shares; 2024Q4: 9,911 shares; 2025Q1: 11,451 shares; 2025Q2: 11,579 shares 11,579 $3.16M 0.18% +128 Timeline VIR VIR BIOTECHNOLOGY INC More: the full row for VIR BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 57,193 shares; 2024Q2: 57,193 shares; 2024Q3: 57,193 shares; 2024Q4: 57,193 shares; 2025Q1: 57,193 shares; 2025Q2: 617,535 shares 617,535 $3.11M 0.18% +560,342 Timeline TBLL 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: not reported; 2024Q2: not reported; 2024Q3: 12,841 shares; 2024Q4: 12,841 shares; 2025Q1: 13,314 shares; 2025Q2: 27,159 shares 27,159 $2.87M 0.17% +13,845 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,640 shares; 2024Q2: 8,411 shares; 2024Q3: 8,280 shares; 2024Q4: 8,307 shares; 2025Q1: 10,277 shares; 2025Q2: 10,212 shares 10,212 $2.85M 0.17% -65 Timeline ESML 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: 18,652 shares; 2024Q2: 18,706 shares; 2024Q3: 19,234 shares; 2024Q4: 64,336 shares; 2025Q1: 69,603 shares; 2025Q2: 68,800 shares 68,800 $2.84M 0.17% -803 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 23,922 shares; 2024Q2: 24,647 shares; 2024Q3: 24,331 shares; 2024Q4: 24,798 shares; 2025Q1: 27,101 shares; 2025Q2: 25,526 shares 25,526 $2.75M 0.16% -1,575 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,320 shares; 2025Q2: 4,136 shares 4,136 $2.74M 0.16% -4,184 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,415 shares; 2024Q2: 2,417 shares; 2024Q3: 2,418 shares; 2024Q4: 2,289 shares; 2025Q1: 2,293 shares; 2025Q2: 3,984 shares 3,984 $2.47M 0.14% +1,691 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,920 shares; 2024Q2: 5,902 shares; 2024Q3: 5,939 shares; 2024Q4: 12,004 shares; 2025Q1: 11,962 shares; 2025Q2: 11,961 shares 11,961 $2.45M 0.14% -1 Timeline IXUS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 29,785 shares; 2024Q2: 30,702 shares; 2024Q3: 30,702 shares; 2024Q4: 30,703 shares; 2025Q1: 30,703 shares; 2025Q2: 30,703 shares 30,703 $2.37M 0.14% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,617 shares; 2024Q2: 2,629 shares; 2024Q3: 2,631 shares; 2024Q4: 2,633 shares; 2025Q1: 2,666 shares; 2025Q2: 2,822 shares 2,822 $2.34M 0.14% +156 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 22,148 shares; 2024Q2: 22,148 shares; 2024Q3: 22,148 shares; 2024Q4: 22,148 shares; 2025Q1: 22,149 shares; 2025Q2: 22,149 shares 22,149 $2.33M 0.14% 0 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,776 shares; 2024Q2: 2,651 shares; 2024Q3: 2,598 shares; 2024Q4: 2,535 shares; 2025Q1: 3,046 shares; 2025Q2: 3,152 shares 3,152 $2.23M 0.13% +106 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,564 shares; 2024Q2: 13,974 shares; 2024Q3: 12,071 shares; 2024Q4: 12,939 shares; 2025Q1: 15,649 shares; 2025Q2: 15,553 shares 15,553 $2.23M 0.13% -96 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,040 shares; 2024Q2: 9,869 shares; 2024Q3: 9,731 shares; 2024Q4: 9,775 shares; 2025Q1: 9,308 shares; 2025Q2: 9,512 shares 9,512 $2.22M 0.13% +204 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,394 shares; 2024Q2: 11,570 shares; 2024Q3: 11,671 shares; 2024Q4: 11,695 shares; 2025Q1: 14,366 shares; 2025Q2: 14,497 shares 14,497 $2.17M 0.13% +131 Timeline FNDB 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: 28,746 shares; 2024Q2: 28,746 shares; 2024Q3: 28,599 shares; 2024Q4: 84,969 shares; 2025Q1: 89,484 shares; 2025Q2: 89,484 shares 89,484 $2.15M 0.13% 0 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,758 shares; 2024Q2: 4,595 shares; 2024Q3: 4,491 shares; 2024Q4: 4,778 shares; 2025Q1: 5,485 shares; 2025Q2: 5,501 shares 5,501 $2.14M 0.12% +16 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,135 shares; 2024Q2: 1,994 shares; 2024Q3: 1,891 shares; 2024Q4: 1,846 shares; 2025Q1: 2,141 shares; 2025Q2: 1,995 shares 1,995 $2.05M 0.12% -146 Timeline PRFZ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 59,927 shares; 2024Q2: 54,978 shares; 2024Q3: 54,978 shares; 2024Q4: 54,978 shares; 2025Q1: 53,453 shares; 2025Q2: 48,438 shares 48,438 $1.97M 0.11% -5,015 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: not reported; 2024Q2: 9,162 shares; 2024Q3: 14,431 shares; 2024Q4: 50,976 shares; 2025Q1: 73,416 shares; 2025Q2: 73,546 shares 73,546 $1.95M 0.11% +130 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,430 shares; 2024Q2: 5,225 shares; 2024Q3: 5,062 shares; 2024Q4: 5,240 shares; 2025Q1: 6,785 shares; 2025Q2: 6,425 shares 6,425 $1.89M 0.11% -360 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,060 shares; 2024Q2: 10,046 shares; 2024Q3: 10,571 shares; 2024Q4: 13,092 shares; 2025Q1: 11,905 shares; 2025Q2: 14,139 shares 14,139 $1.87M 0.11% +2,234 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,889 shares; 2024Q2: 5,798 shares; 2024Q3: 5,679 shares; 2024Q4: 5,989 shares; 2025Q1: 8,041 shares; 2025Q2: 7,204 shares 7,204 $1.85M 0.11% -837 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,679 shares; 2024Q2: 2,576 shares; 2024Q3: 2,500 shares; 2024Q4: 2,449 shares; 2025Q1: 2,333 shares; 2025Q2: 2,354 shares 2,354 $1.85M 0.11% +21 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: 12,300 shares; 2024Q2: 12,300 shares; 2024Q3: 12,300 shares; 2024Q4: 12,300 shares; 2025Q1: 12,300 shares; 2025Q2: 12,300 shares 12,300 $1.85M 0.11% 0 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,660 shares; 2024Q2: 9,427 shares; 2024Q3: 9,314 shares; 2024Q4: 8,977 shares; 2025Q1: 9,008 shares; 2025Q2: 8,036 shares 8,036 $1.85M 0.11% -972 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,141 shares; 2024Q4: 3,141 shares; 2025Q1: 9,042 shares; 2025Q2: 8,542 shares 8,542 $1.84M 0.11% -500 Timeline IGV 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: 13,500 shares; 2024Q2: 14,252 shares; 2024Q3: 14,252 shares; 2024Q4: 14,252 shares; 2025Q1: 16,733 shares; 2025Q2: 16,733 shares 16,733 $1.83M 0.11% 0 Timeline TWST TWIST BIOSCIENCE CORP More: the full row for TWIST BIOSCIENCE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 49,635 shares; 2024Q2: 49,635 shares; 2024Q3: 49,635 shares; 2024Q4: 49,635 shares; 2025Q1: 49,635 shares; 2025Q2: 49,635 shares 49,635 $1.83M 0.11% 0 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,762 shares; 2024Q2: 6,672 shares; 2024Q3: 6,004 shares; 2024Q4: 5,887 shares; 2025Q1: 6,506 shares; 2025Q2: 6,226 shares 6,226 $1.82M 0.11% -280 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,333 shares; 2024Q2: 9,044 shares; 2024Q3: 9,082 shares; 2024Q4: 9,951 shares; 2025Q1: 8,988 shares; 2025Q2: 9,931 shares 9,931 $1.82M 0.11% +943 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,613 shares; 2024Q2: 6,750 shares; 2024Q3: 6,612 shares; 2024Q4: 7,053 shares; 2025Q1: 5,845 shares; 2025Q2: 5,775 shares 5,775 $1.8M 0.11% -70 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 26,868 shares; 2024Q2: 26,495 shares; 2024Q3: 25,692 shares; 2024Q4: 25,650 shares; 2025Q1: 25,584 shares; 2025Q2: 25,399 shares 25,399 $1.8M 0.1% -185 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,685 shares; 2024Q2: 26,779 shares; 2024Q3: 25,223 shares; 2024Q4: 25,416 shares; 2025Q1: 25,102 shares; 2025Q2: 25,770 shares 25,770 $1.79M 0.1% +668 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 25,773 shares; 2024Q2: 24,946 shares; 2024Q3: 23,861 shares; 2024Q4: 24,032 shares; 2025Q1: 21,091 shares; 2025Q2: 22,511 shares 22,511 $1.78M 0.1% +1,420 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: 15,680 shares; 2024Q2: 18,673 shares; 2024Q3: 18,603 shares; 2024Q4: 18,603 shares; 2025Q1: 23,069 shares; 2025Q2: 23,137 shares 23,137 $1.71M 0.1% +68 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,213 shares; 2024Q2: 11,959 shares; 2024Q3: 11,576 shares; 2024Q4: 11,566 shares; 2025Q1: 11,637 shares; 2025Q2: 12,537 shares 12,537 $1.67M 0.1% +900 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,296 shares; 2024Q2: 12,881 shares; 2024Q3: 12,736 shares; 2024Q4: 12,750 shares; 2025Q1: 12,644 shares; 2025Q2: 11,849 shares 11,849 $1.67M 0.1% -795 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,990 shares; 2024Q2: 11,219 shares; 2024Q3: 11,554 shares; 2024Q4: 11,418 shares; 2025Q1: 9,806 shares; 2025Q2: 11,761 shares 11,761 $1.67M 0.1% +1,955 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,680 shares; 2024Q2: 11,629 shares; 2024Q3: 11,377 shares; 2024Q4: 11,400 shares; 2025Q1: 11,368 shares; 2025Q2: 11,920 shares 11,920 $1.62M 0.09% +552 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 144,755 shares; 2024Q2: 144,716 shares; 2024Q3: 144,069 shares; 2024Q4: 120,900 shares; 2025Q1: 31,861 shares; 2025Q2: 32,725 shares 32,725 $1.62M 0.09% +864 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,461 shares; 2024Q2: 10,205 shares; 2024Q3: 9,970 shares; 2024Q4: 9,993 shares; 2025Q1: 20,164 shares; 2025Q2: 18,774 shares 18,774 $1.6M 0.09% -1,390 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,702 shares; 2024Q2: 2,575 shares; 2024Q3: 2,498 shares; 2024Q4: 2,440 shares; 2025Q1: 3,309 shares; 2025Q2: 3,005 shares 3,005 $1.58M 0.09% -304 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,279 shares; 2024Q2: 1,238 shares; 2024Q3: 798 shares; 2024Q4: 1,201 shares; 2025Q1: 1,990 shares; 2025Q2: 1,731 shares 1,731 $1.55M 0.09% -259 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,832 shares; 2024Q2: 20,322 shares; 2024Q3: 31,304 shares; 2024Q4: 31,304 shares; 2025Q1: 31,304 shares; 2025Q2: 31,138 shares 31,138 $1.54M 0.09% -166 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,308 shares; 2024Q2: 7,134 shares; 2024Q3: 6,930 shares; 2024Q4: 6,897 shares; 2025Q1: 13,310 shares; 2025Q2: 13,841 shares 13,841 $1.46M 0.09% +531 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,613 shares; 2024Q2: 8,884 shares; 2024Q3: 8,707 shares; 2024Q4: 8,729 shares; 2025Q1: 8,671 shares; 2025Q2: 8,009 shares 8,009 $1.46M 0.09% -662 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,332 shares; 2025Q1: 58,242 shares; 2025Q2: 57,435 shares 57,435 $1.45M 0.08% -807 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: 5,411 shares; 2024Q2: 5,686 shares; 2024Q3: 5,686 shares; 2024Q4: 5,687 shares; 2025Q1: 5,687 shares; 2025Q2: 5,688 shares 5,688 $1.44M 0.08% +1 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 323 shares; 2024Q2: 306 shares; 2024Q3: 297 shares; 2024Q4: 285 shares; 2025Q1: 278 shares; 2025Q2: 248 shares 248 $1.44M 0.08% -30 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,596 shares; 2025Q1: 10,084 shares; 2025Q2: 10,398 shares 10,398 $1.42M 0.08% +314 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,500 shares; 2024Q2: 10,853 shares; 2024Q3: 10,233 shares; 2024Q4: 11,180 shares; 2025Q1: 12,285 shares; 2025Q2: 11,164 shares 11,164 $1.38M 0.08% -1,121 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,681 shares; 2024Q2: 5,435 shares; 2024Q3: 5,362 shares; 2024Q4: 5,576 shares; 2025Q1: 5,322 shares; 2025Q2: 4,599 shares 4,599 $1.37M 0.08% -723 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,619 shares; 2024Q2: 8,068 shares; 2024Q3: 9,055 shares; 2024Q4: 9,018 shares; 2025Q1: 14,238 shares; 2025Q2: 11,116 shares 11,116 $1.37M 0.08% -3,122 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 40,240 shares; 2024Q2: 39,185 shares; 2024Q3: 39,674 shares; 2024Q4: 43,454 shares; 2025Q1: 20,832 shares; 2025Q2: 19,539 shares 19,539 $1.35M 0.08% -1,293 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,240 shares; 2024Q2: 4,011 shares; 2024Q3: 3,879 shares; 2024Q4: 3,179 shares; 2025Q1: 5,101 shares; 2025Q2: 4,204 shares 4,204 $1.34M 0.08% -897 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,759 shares; 2024Q2: 20,463 shares; 2024Q3: 19,217 shares; 2024Q4: 19,070 shares; 2025Q1: 18,877 shares; 2025Q2: 16,566 shares 16,566 $1.33M 0.08% -2,311 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,538 shares; 2024Q2: 3,307 shares; 2024Q3: 3,170 shares; 2024Q4: 3,066 shares; 2025Q1: 3,932 shares; 2025Q2: 3,406 shares 3,406 $1.32M 0.08% -526 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,681 shares; 2024Q2: 1,616 shares; 2024Q3: 1,512 shares; 2024Q4: 1,423 shares; 2025Q1: 2,804 shares; 2025Q2: 2,564 shares 2,564 $1.3M 0.08% -240 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,487 shares; 2024Q2: 3,464 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 4,745 shares; 2025Q2: 4,203 shares 4,203 $1.3M 0.08% -542 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,425 shares; 2024Q2: 8,334 shares; 2024Q3: 8,342 shares; 2024Q4: 8,101 shares; 2025Q1: 8,018 shares; 2025Q2: 6,235 shares 6,235 $1.29M 0.08% -1,783 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,314 shares; 2024Q2: 7,924 shares; 2024Q3: 7,713 shares; 2024Q4: 7,672 shares; 2025Q1: 8,946 shares; 2025Q2: 10,298 shares 10,298 $1.27M 0.07% +1,352 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,555 shares; 2024Q2: 8,412 shares; 2024Q3: 7,945 shares; 2024Q4: 7,710 shares; 2025Q1: 8,951 shares; 2025Q2: 7,975 shares 7,975 $1.27M 0.07% -976 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,388 shares; 2024Q2: 3,469 shares; 2024Q3: 2,986 shares; 2024Q4: 3,263 shares; 2025Q1: 4,041 shares; 2025Q2: 4,120 shares 4,120 $1.25M 0.07% +79 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,615 shares; 2024Q2: 8,044 shares; 2024Q3: 7,775 shares; 2024Q4: 8,474 shares; 2025Q1: 7,840 shares; 2025Q2: 8,580 shares 8,580 $1.25M 0.07% +740 Timeline CIBR 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 16,513 shares; 2025Q2: 16,533 shares 16,533 $1.25M 0.07% +20 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,029 shares; 2024Q4: 8,009 shares; 2025Q1: 12,720 shares; 2025Q2: 13,388 shares 13,388 $1.25M 0.07% +668 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,740 shares; 2024Q2: 2,600 shares; 2024Q3: 2,542 shares; 2024Q4: 2,413 shares; 2025Q1: 3,859 shares; 2025Q2: 3,719 shares 3,719 $1.23M 0.07% -140 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,834 shares; 2025Q1: 13,053 shares; 2025Q2: 12,549 shares 12,549 $1.22M 0.07% -504 Timeline USXF 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: 20,343 shares; 2024Q2: 20,345 shares; 2024Q3: 20,348 shares; 2024Q4: 20,789 shares; 2025Q1: 21,915 shares; 2025Q2: 22,650 shares 22,650 $1.22M 0.07% +735 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,802 shares; 2024Q2: 4,676 shares; 2024Q3: 4,393 shares; 2024Q4: 3,637 shares; 2025Q1: 3,637 shares; 2025Q2: 4,334 shares 4,334 $1.21M 0.07% +697 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,199 shares; 2024Q2: 1,157 shares; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 1,415 shares; 2025Q2: 1,595 shares 1,595 $1.2M 0.07% +180 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,037 shares; 2024Q2: 3,803 shares; 2024Q3: 3,656 shares; 2024Q4: 3,642 shares; 2025Q1: 5,352 shares; 2025Q2: 5,043 shares 5,043 $1.2M 0.07% -309 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,647 shares; 2024Q2: 16,397 shares; 2024Q3: 16,122 shares; 2024Q4: 16,211 shares; 2025Q1: 17,637 shares; 2025Q2: 17,141 shares 17,141 $1.19M 0.07% -496 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,335 shares; 2024Q2: 7,753 shares; 2024Q3: 6,319 shares; 2024Q4: 7,931 shares; 2025Q1: 9,631 shares; 2025Q2: 9,631 shares 9,631 $1.17M 0.07% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,174 shares; 2024Q2: 16,235 shares; 2024Q3: 14,132 shares; 2024Q4: 15,541 shares; 2025Q1: 19,536 shares; 2025Q2: 24,609 shares 24,609 $1.14M 0.07% +5,073 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 8,070 shares; 2024Q3: 7,958 shares; 2024Q4: 8,525 shares; 2025Q1: 11,493 shares; 2025Q2: 10,267 shares 10,267 $1.1M 0.06% -1,226 Timeline FNDC 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: 290,124 shares; 2024Q2: 255,650 shares; 2024Q3: 236,862 shares; 2024Q4: 95,897 shares; 2025Q1: 33,219 shares; 2025Q2: 26,191 shares 26,191 $1.1M 0.06% -7,028 Timeline IGM 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: 9,774 shares; 2024Q2: 9,774 shares; 2024Q3: 9,774 shares; 2024Q4: 9,774 shares; 2025Q1: 9,774 shares; 2025Q2: 9,774 shares 9,774 $1.1M 0.06% 0 Timeline VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,741 shares; 2024Q2: 3,741 shares; 2024Q3: 3,741 shares; 2024Q4: 3,741 shares; 2025Q1: 3,741 shares; 2025Q2: 3,741 shares 3,741 $1.05M 0.06% 0 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,526 shares; 2024Q2: 3,876 shares; 2024Q3: 4,051 shares; 2024Q4: 4,051 shares; 2025Q1: 4,630 shares; 2025Q2: 4,630 shares 4,630 $1.05M 0.06% 0 Timeline PRCH PORCH GROUP INC More: the full row for PORCH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 88,874 shares; 2025Q2: 88,874 shares 88,874 $1.05M 0.06% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,654 shares; 2024Q2: 3,105 shares; 2024Q3: 3,019 shares; 2024Q4: 3,505 shares; 2025Q1: 3,386 shares; 2025Q2: 2,933 shares 2,933 $1.05M 0.06% -453 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,267 shares; 2024Q2: 14,883 shares; 2024Q3: 13,692 shares; 2024Q4: 10,930 shares; 2025Q1: 13,281 shares; 2025Q2: 14,970 shares 14,970 $1.03M 0.06% +1,689 Timeline BEAM BEAM THERAPEUTICS INC More: the full row for BEAM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 60,615 shares; 2024Q2: 60,615 shares; 2024Q3: 60,615 shares; 2024Q4: 60,615 shares; 2025Q1: 60,615 shares; 2025Q2: 60,615 shares 60,615 $1.03M 0.06% 0 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 33,465 shares; 2024Q2: 32,803 shares; 2024Q3: 31,537 shares; 2024Q4: 33,403 shares; 2025Q1: 35,732 shares; 2025Q2: 34,861 shares 34,861 $1.01M 0.06% -871 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,471 shares; 2024Q2: 4,263 shares; 2024Q3: 4,135 shares; 2024Q4: 4,231 shares; 2025Q1: 4,097 shares; 2025Q2: 3,777 shares 3,777 $1.01M 0.06% -320 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,134 shares; 2024Q2: 6,047 shares; 2024Q3: 5,918 shares; 2024Q4: 5,862 shares; 2025Q1: 5,711 shares; 2025Q2: 4,535 shares 4,535 $1.01M 0.06% -1,176 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,814 shares; 2024Q2: 8,554 shares; 2024Q3: 6,813 shares; 2024Q4: 34,065 shares; 2025Q1: 38,425 shares; 2025Q2: 38,425 shares 38,425 $1M 0.06% 0 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 31,925 shares; 2024Q2: 28,697 shares; 2024Q3: 26,497 shares; 2024Q4: 30,747 shares; 2025Q1: 19,001 shares; 2025Q2: 40,662 shares 40,662 $986K 0.06% +21,661 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,349 shares; 2024Q2: 9,932 shares; 2024Q3: 9,748 shares; 2024Q4: 9,799 shares; 2025Q1: 9,870 shares; 2025Q2: 10,801 shares 10,801 $985K 0.06% +931 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,826 shares; 2024Q2: 18,591 shares; 2024Q3: 17,655 shares; 2024Q4: 17,982 shares; 2025Q1: 17,462 shares; 2025Q2: 16,803 shares 16,803 $985K 0.06% -659 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,522 shares; 2024Q2: 7,301 shares; 2024Q3: 7,023 shares; 2024Q4: 6,848 shares; 2025Q1: 8,308 shares; 2025Q2: 8,753 shares 8,753 $970K 0.06% +445 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,934 shares; 2024Q2: 12,871 shares; 2024Q3: 9,626 shares; 2024Q4: 9,191 shares; 2025Q1: 11,196 shares; 2025Q2: 13,775 shares 13,775 $970K 0.06% +2,579 Timeline XEXGX EATON VANCE TAX-MANAGED GLOB More: the full row for EATON VANCE TAX-MANAGED GLOB Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,268 shares; 2024Q2: 17,268 shares; 2024Q3: 17,268 shares; 2024Q4: 17,268 shares; 2025Q1: 107,906 shares; 2025Q2: 107,906 shares 107,906 $944K 0.06% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,656 shares; 2024Q2: 13,170 shares; 2024Q3: 10,208 shares; 2024Q4: 10,542 shares; 2025Q1: 13,839 shares; 2025Q2: 13,454 shares 13,454 $940K 0.05% -385 Timeline IBIT ISHARES BITCOIN TRUST ETF More: the full row for ISHARES BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,468 shares; 2025Q1: 11,425 shares; 2025Q2: 14,938 shares 14,938 $914K 0.05% +3,513 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,263 shares; 2024Q2: 16,383 shares; 2024Q3: 16,271 shares; 2024Q4: 17,041 shares; 2025Q1: 19,203 shares; 2025Q2: 20,752 shares 20,752 $898K 0.05% +1,549 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,414 shares; 2024Q2: 2,308 shares; 2024Q3: 2,247 shares; 2024Q4: 2,263 shares; 2025Q1: 3,402 shares; 2025Q2: 3,905 shares 3,905 $894K 0.05% +503 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,853 shares; 2024Q2: 8,743 shares; 2024Q3: 8,677 shares; 2024Q4: 5,732 shares; 2025Q1: 5,724 shares; 2025Q2: 5,499 shares 5,499 $884K 0.05% -225 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,838 shares; 2024Q2: 5,422 shares; 2024Q3: 4,928 shares; 2024Q4: 4,540 shares; 2025Q1: 7,449 shares; 2025Q2: 7,628 shares 7,628 $879K 0.05% +179 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 782 shares; 2025Q1: 781 shares; 2025Q2: 834 shares 834 $875K 0.05% +53 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 254 shares; 2024Q2: 247 shares; 2024Q3: 243 shares; 2024Q4: 244 shares; 2025Q1: 243 shares; 2025Q2: 234 shares 234 $869K 0.05% -9 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,710 shares; 2024Q2: 2,579 shares; 2024Q3: 2,513 shares; 2024Q4: 2,539 shares; 2025Q1: 2,417 shares; 2025Q2: 2,974 shares 2,974 $862K 0.05% +557 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,771 shares; 2024Q2: 7,339 shares; 2024Q3: 6,991 shares; 2024Q4: 9,667 shares; 2025Q1: 9,067 shares; 2025Q2: 9,597 shares 9,597 $861K 0.05% +530 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,604 shares; 2024Q2: 9,103 shares; 2024Q3: 8,830 shares; 2024Q4: 8,732 shares; 2025Q1: 18,311 shares; 2025Q2: 17,477 shares 17,477 $860K 0.05% -834 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,527 shares; 2024Q2: 2,876 shares; 2024Q3: 2,808 shares; 2024Q4: 2,984 shares; 2025Q1: 2,794 shares; 2025Q2: 2,118 shares 2,118 $859K 0.05% -676 Timeline HSBC HSBC HLDGS PLC More: the full row for HSBC HLDGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 17,214 shares; 2024Q2: 14,572 shares; 2024Q3: 10,386 shares; 2024Q4: 10,661 shares; 2025Q1: 13,947 shares; 2025Q2: 14,032 shares 14,032 $853K 0.05% +85 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,891 shares; 2024Q2: 1,725 shares; 2024Q3: 1,692 shares; 2024Q4: 1,752 shares; 2025Q1: 1,896 shares; 2025Q2: 1,826 shares 1,826 $846K 0.05% -70 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,634 shares; 2024Q2: 1,345 shares; 2024Q3: 1,257 shares; 2024Q4: 1,412 shares; 2025Q1: 1,268 shares; 2025Q2: 1,054 shares 1,054 $845K 0.05% -214 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,219 shares; 2024Q2: 2,109 shares; 2024Q3: 2,040 shares; 2024Q4: 2,013 shares; 2025Q1: 2,027 shares; 2025Q2: 2,111 shares 2,111 $835K 0.05% +84 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,182 shares; 2024Q2: 1,030 shares; 2024Q3: 906 shares; 2024Q4: 912 shares; 2025Q1: 1,336 shares; 2025Q2: 1,670 shares 1,670 $835K 0.05% +334 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,105 shares; 2024Q2: 2,979 shares; 2024Q3: 3,005 shares; 2024Q4: 2,752 shares; 2025Q1: 3,703 shares; 2025Q2: 4,101 shares 4,101 $826K 0.05% +398 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: 3,836 shares; 2024Q2: 4,302 shares; 2024Q3: 4,199 shares; 2024Q4: 4,199 shares; 2025Q1: 4,199 shares; 2025Q2: 4,199 shares 4,199 $819K 0.05% 0 Timeline MDY STATE STR SPDR S&P MIDCAP 40 More: the full row for STATE STR SPDR S&P MIDCAP 40 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 546 shares; 2024Q3: 1,426 shares; 2024Q4: 1,426 shares; 2025Q1: 1,426 shares; 2025Q2: 1,426 shares 1,426 $808K 0.05% 0 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,803 shares; 2024Q2: 1,729 shares; 2024Q3: 1,698 shares; 2024Q4: 1,939 shares; 2025Q1: 2,341 shares; 2025Q2: 2,337 shares 2,337 $802K 0.05% -4 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,456 shares; 2024Q2: 2,375 shares; 2024Q3: 2,316 shares; 2024Q4: 2,324 shares; 2025Q1: 3,853 shares; 2025Q2: 3,229 shares 3,229 $798K 0.05% -624 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,260 shares; 2024Q2: 2,172 shares; 2024Q3: 2,102 shares; 2024Q4: 2,307 shares; 2025Q1: 2,076 shares; 2025Q2: 1,698 shares 1,698 $797K 0.05% -378 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,816 shares; 2024Q2: 2,635 shares; 2024Q3: 2,512 shares; 2024Q4: 2,325 shares; 2025Q1: 2,228 shares; 2025Q2: 3,672 shares 3,672 $781K 0.05% +1,444 Timeline NAUT NAUTILUS BIOTECHNOLOGY INC More: the full row for NAUTILUS BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 619,871 shares; 2024Q2: 636,532 shares; 2024Q3: 636,532 shares; 2024Q4: 636,532 shares; 2025Q1: 866,586 shares; 2025Q2: 1,060,460 shares 1,060,460 $769K 0.04% +193,874 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,360 shares; 2024Q3: 1,345 shares; 2024Q4: 1,356 shares; 2025Q1: 1,352 shares; 2025Q2: 1,445 shares 1,445 $765K 0.04% +93 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,531 shares; 2024Q2: 3,373 shares; 2024Q3: 3,323 shares; 2024Q4: 3,323 shares; 2025Q1: 4,417 shares; 2025Q2: 4,146 shares 4,146 $761K 0.04% -271 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,094 shares; 2025Q1: 8,158 shares; 2025Q2: 8,094 shares 8,094 $758K 0.04% -64 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,287 shares; 2024Q2: 1,231 shares; 2024Q3: 1,197 shares; 2024Q4: 1,094 shares; 2025Q1: 1,088 shares; 2025Q2: 1,030 shares 1,030 $755K 0.04% -58 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: 30,049 shares; 2024Q2: 27,831 shares; 2024Q3: 18,759 shares; 2024Q4: 17,909 shares; 2025Q1: 24,028 shares; 2025Q2: 22,227 shares 22,227 $751K 0.04% -1,801 Timeline TPG TPG INC More: the full row for TPG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,931 shares; 2024Q2: 19,931 shares; 2024Q3: 19,931 shares; 2024Q4: 14,319 shares; 2025Q1: 14,319 shares; 2025Q2: 14,319 shares 14,319 $751K 0.04% 0 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,906 shares; 2024Q2: 1,828 shares; 2024Q3: 1,794 shares; 2024Q4: 1,772 shares; 2025Q1: 2,669 shares; 2025Q2: 2,802 shares 2,802 $750K 0.04% +133 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,817 shares; 2024Q2: 3,496 shares; 2024Q3: 3,240 shares; 2024Q4: 3,115 shares; 2025Q1: 3,603 shares; 2025Q2: 3,538 shares 3,538 $741K 0.04% -65 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,069 shares; 2024Q2: 5,679 shares; 2024Q3: 5,586 shares; 2024Q4: 5,846 shares; 2025Q1: 5,688 shares; 2025Q2: 6,138 shares 6,138 $734K 0.04% +450 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,650 shares; 2024Q2: 1,556 shares; 2024Q3: 1,508 shares; 2024Q4: 1,378 shares; 2025Q1: 1,818 shares; 2025Q2: 1,625 shares 1,625 $723K 0.04% -193 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,027 shares; 2024Q2: 4,446 shares; 2024Q3: 4,293 shares; 2024Q4: 4,317 shares; 2025Q1: 4,286 shares; 2025Q2: 4,554 shares 4,554 $710K 0.04% +268 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 572 shares; 2024Q2: 550 shares; 2024Q3: 536 shares; 2024Q4: 543 shares; 2025Q1: 565 shares; 2025Q2: 7,878 shares 7,878 $710K 0.04% +7,313 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,634 shares; 2025Q1: 3,202 shares; 2025Q2: 3,656 shares 3,656 $709K 0.04% +454 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,661 shares; 2024Q2: 1,588 shares; 2024Q3: 1,539 shares; 2024Q4: 1,509 shares; 2025Q1: 2,426 shares; 2025Q2: 2,342 shares 2,342 $702K 0.04% -84 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 574 shares; 2024Q2: 542 shares; 2024Q3: 2,083 shares; 2024Q4: 2,209 shares; 2025Q1: 3,290 shares; 2025Q2: 3,148 shares 3,148 $702K 0.04% -142 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,208 shares; 2024Q2: 1,158 shares; 2024Q3: 1,147 shares; 2024Q4: 1,154 shares; 2025Q1: 2,434 shares; 2025Q2: 1,312 shares 1,312 $700K 0.04% -1,122 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,097 shares; 2024Q2: 1,967 shares; 2024Q3: 1,869 shares; 2024Q4: 2,089 shares; 2025Q1: 2,034 shares; 2025Q2: 1,282 shares 1,282 $697K 0.04% -752 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,887 shares; 2024Q2: 3,797 shares; 2024Q3: 3,646 shares; 2024Q4: 3,233 shares; 2025Q1: 3,077 shares; 2025Q2: 3,182 shares 3,182 $696K 0.04% +105 Timeline XLY SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,188 shares; 2024Q2: 3,188 shares; 2024Q3: 3,188 shares; 2024Q4: 3,188 shares; 2025Q1: 3,188 shares; 2025Q2: 3,188 shares 3,188 $693K 0.04% 0 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,171 shares 9,171 $688K 0.04% new Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,667 shares; 2024Q2: 1,619 shares; 2024Q3: 1,555 shares; 2024Q4: 1,467 shares; 2025Q1: 1,667 shares; 2025Q2: 1,366 shares 1,366 $685K 0.04% -301 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,560 shares; 2024Q2: 2,377 shares; 2024Q3: 2,300 shares; 2024Q4: 2,341 shares; 2025Q1: 1,927 shares; 2025Q2: 2,099 shares 2,099 $677K 0.04% +172 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,290 shares; 2024Q2: 3,282 shares; 2024Q3: 3,154 shares; 2024Q4: 3,175 shares; 2025Q1: 4,746 shares; 2025Q2: 4,656 shares 4,656 $677K 0.04% -90 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,642 shares; 2024Q2: 4,345 shares; 2024Q3: 4,220 shares; 2024Q4: 4,006 shares; 2025Q1: 3,869 shares; 2025Q2: 4,017 shares 4,017 $667K 0.04% +148 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,845 shares; 2024Q2: 9,287 shares; 2024Q3: 9,355 shares; 2024Q4: 10,519 shares; 2025Q1: 11,747 shares; 2025Q2: 6,726 shares 6,726 $664K 0.04% -5,021 Timeline QQQJ 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: 20,601 shares; 2024Q2: 20,601 shares; 2024Q3: 20,601 shares; 2024Q4: 20,601 shares; 2025Q1: 20,601 shares; 2025Q2: 20,601 shares 20,601 $659K 0.04% 0 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: 38,397 shares; 2024Q2: 38,830 shares; 2024Q3: 38,046 shares; 2024Q4: 47,679 shares; 2025Q1: 47,679 shares; 2025Q2: 47,529 shares 47,529 $653K 0.04% -150 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,829 shares; 2024Q2: 4,685 shares; 2024Q3: 4,537 shares; 2024Q4: 4,913 shares; 2025Q1: 4,049 shares; 2025Q2: 3,275 shares 3,275 $647K 0.04% -774 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,708 shares; 2024Q2: 1,686 shares; 2024Q3: 1,633 shares; 2024Q4: 1,626 shares; 2025Q1: 1,656 shares; 2025Q2: 2,338 shares 2,338 $644K 0.04% +682 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,872 shares; 2025Q2: 4,778 shares 4,778 $636K 0.04% +906 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,829 shares; 2024Q2: 39,300 shares; 2024Q3: 26,691 shares; 2024Q4: 23,222 shares; 2025Q1: 24,596 shares; 2025Q2: 41,213 shares 41,213 $633K 0.04% +16,617 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,550 shares; 2024Q2: 2,536 shares; 2024Q3: 2,461 shares; 2024Q4: 2,708 shares; 2025Q1: 3,004 shares; 2025Q2: 2,649 shares 2,649 $631K 0.04% -355 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,009 shares; 2024Q2: 1,939 shares; 2024Q3: 1,913 shares; 2024Q4: 1,921 shares; 2025Q1: 1,901 shares; 2025Q2: 1,999 shares 1,999 $619K 0.04% +98 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,029 shares; 2024Q2: 2,032 shares; 2024Q3: 1,868 shares; 2024Q4: 1,861 shares; 2025Q1: 3,268 shares; 2025Q2: 4,797 shares 4,797 $618K 0.04% +1,529 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,314 shares; 2024Q2: 2,249 shares; 2024Q3: 2,113 shares; 2024Q4: 2,098 shares; 2025Q1: 2,111 shares; 2025Q2: 1,975 shares 1,975 $609K 0.04% -136 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,127 shares; 2024Q2: 1,080 shares; 2024Q3: 1,058 shares; 2024Q4: 1,099 shares; 2025Q1: 1,041 shares; 2025Q2: 867 shares 867 $606K 0.04% -174 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,516 shares; 2024Q2: 3,945 shares; 2024Q3: 3,770 shares; 2024Q4: 3,531 shares; 2025Q1: 8,742 shares; 2025Q2: 8,056 shares 8,056 $600K 0.03% -686 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,161 shares; 2024Q2: 5,014 shares; 2024Q3: 4,821 shares; 2024Q4: 7,106 shares; 2025Q1: 7,759 shares; 2025Q2: 8,328 shares 8,328 $597K 0.03% +569 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,108 shares; 2024Q2: 4,137 shares; 2024Q3: 3,848 shares; 2024Q4: 3,843 shares; 2025Q1: 4,128 shares; 2025Q2: 6,842 shares 6,842 $596K 0.03% +2,714 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,297 shares; 2024Q2: 2,707 shares; 2024Q3: 2,309 shares; 2024Q4: 2,427 shares; 2025Q1: not reported; 2025Q2: 5,428 shares 5,428 $595K 0.03% new Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,422 shares; 2024Q3: 1,324 shares; 2024Q4: 1,679 shares; 2025Q1: 1,987 shares; 2025Q2: 1,898 shares 1,898 $594K 0.03% -89 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 24,011 shares; 2024Q2: 22,000 shares; 2024Q3: 16,918 shares; 2024Q4: 21,607 shares; 2025Q1: 14,757 shares; 2025Q2: 16,603 shares 16,603 $593K 0.03% +1,846 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,140 shares; 2024Q2: 4,149 shares; 2024Q3: 3,945 shares; 2024Q4: 3,990 shares; 2025Q1: 3,933 shares; 2025Q2: 3,418 shares 3,418 $589K 0.03% -515 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 569 shares; 2024Q2: 547 shares; 2024Q3: 535 shares; 2024Q4: 537 shares; 2025Q1: 535 shares; 2025Q2: 566 shares 566 $589K 0.03% +31 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,694 shares; 2024Q2: 3,496 shares; 2024Q3: 3,407 shares; 2024Q4: 3,420 shares; 2025Q1: 4,244 shares; 2025Q2: 5,514 shares 5,514 $583K 0.03% +1,270 Timeline SANA SANA BIOTECHNOLOGY INC More: the full row for SANA BIOTECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 46,825 shares; 2024Q2: 63,184 shares; 2024Q3: 63,184 shares; 2024Q4: 112,500 shares; 2025Q1: 212,500 shares; 2025Q2: 212,500 shares 212,500 $580K 0.03% 0 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,061 shares; 2024Q2: 4,854 shares; 2024Q3: 4,713 shares; 2024Q4: 4,919 shares; 2025Q1: 4,638 shares; 2025Q2: 4,314 shares 4,314 $580K 0.03% -324 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,712 shares 23,712 $580K 0.03% new Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,392 shares; 2024Q2: 3,141 shares; 2024Q3: 2,988 shares; 2024Q4: 3,025 shares; 2025Q1: 9,222 shares; 2025Q2: 6,795 shares 6,795 $572K 0.03% -2,427 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: 677 shares; 2024Q2: 657 shares; 2024Q3: 641 shares; 2024Q4: 620 shares; 2025Q1: 1,129 shares; 2025Q2: 1,089 shares 1,089 $572K 0.03% -40 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: 4,221 shares; 2024Q2: 4,060 shares; 2024Q3: 3,887 shares; 2024Q4: 6,530 shares; 2025Q1: 4,632 shares; 2025Q2: 7,487 shares 7,487 $567K 0.03% +2,855 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,122 shares; 2024Q2: 2,037 shares; 2024Q3: 2,007 shares; 2024Q4: 1,943 shares; 2025Q1: 1,962 shares; 2025Q2: 1,914 shares 1,914 $562K 0.03% -48 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,874 shares; 2024Q2: 8,500 shares; 2024Q3: 7,597 shares; 2024Q4: 8,054 shares; 2025Q1: 5,581 shares; 2025Q2: 7,821 shares 7,821 $556K 0.03% +2,240 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,939 shares; 2024Q2: 1,879 shares; 2024Q3: 1,823 shares; 2024Q4: 1,814 shares; 2025Q1: 2,372 shares; 2025Q2: 1,418 shares 1,418 $552K 0.03% -954 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 21,002 shares; 2024Q2: 20,444 shares; 2024Q3: 20,137 shares; 2024Q4: 19,521 shares; 2025Q1: 18,989 shares; 2025Q2: 16,901 shares 16,901 $551K 0.03% -2,088 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,061 shares; 2024Q2: 6,756 shares; 2024Q3: 6,528 shares; 2024Q4: 6,541 shares; 2025Q1: 6,502 shares; 2025Q2: 5,915 shares 5,915 $543K 0.03% -587 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 188 shares; 2024Q2: 8,700 shares; 2024Q3: 10,662 shares; 2024Q4: 10,700 shares; 2025Q1: 12,499 shares; 2025Q2: 9,665 shares 9,665 $543K 0.03% -2,834 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: 3,879 shares; 2024Q2: 3,537 shares; 2024Q3: 3,449 shares; 2024Q4: 3,368 shares; 2025Q1: 4,111 shares; 2025Q2: 5,469 shares 5,469 $540K 0.03% +1,358 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,014 shares; 2024Q2: 6,731 shares; 2024Q3: 6,549 shares; 2024Q4: 6,352 shares; 2025Q1: 6,330 shares; 2025Q2: 5,913 shares 5,913 $539K 0.03% -417 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 12,241 shares; 2025Q2: 12,241 shares 12,241 $536K 0.03% 0 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: not reported; 2024Q2: not reported; 2024Q3: 3,376 shares; 2024Q4: 1,687 shares; 2025Q1: 2,790 shares; 2025Q2: 2,441 shares 2,441 $532K 0.03% -349 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,318 shares; 2024Q2: 10,668 shares; 2024Q3: 9,750 shares; 2024Q4: 9,447 shares; 2025Q1: 9,426 shares; 2025Q2: 7,859 shares 7,859 $530K 0.03% -1,567 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,990 shares; 2024Q2: 3,242 shares; 2024Q3: 2,725 shares; 2024Q4: 2,777 shares; 2025Q1: 2,600 shares; 2025Q2: 2,398 shares 2,398 $530K 0.03% -202 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,011 shares; 2024Q2: 8,264 shares; 2024Q3: 6,292 shares; 2024Q4: 6,707 shares; 2025Q1: 7,651 shares; 2025Q2: 8,603 shares 8,603 $528K 0.03% +952 NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,005 shares; 2024Q2: 1,907 shares; 2024Q3: 1,070 shares; 2024Q4: 1,071 shares; 2025Q1: 2,512 shares; 2025Q2: 2,393 shares 2,393 $523K 0.03% -119 Timeline IMO IMPERIAL OIL LTD More: the full row for IMPERIAL OIL LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 7,242 shares; 2024Q3: 5,104 shares; 2024Q4: 5,104 shares; 2025Q1: 6,576 shares; 2025Q2: 6,576 shares 6,576 $523K 0.03% 0 Timeline XLC 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: 4,672 shares; 2024Q2: 4,672 shares; 2024Q3: 4,672 shares; 2024Q4: 4,672 shares; 2025Q1: 4,772 shares; 2025Q2: 4,772 shares 4,772 $518K 0.03% 0 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,075 shares; 2024Q2: 4,853 shares; 2024Q3: 4,721 shares; 2024Q4: 4,495 shares; 2025Q1: 8,194 shares; 2025Q2: 7,468 shares 7,468 $512K 0.03% -726 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 909 shares; 2025Q1: 1,046 shares; 2025Q2: 1,003 shares 1,003 $511K 0.03% -43 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,532 shares; 2024Q2: 3,339 shares; 2024Q3: 3,278 shares; 2024Q4: 3,282 shares; 2025Q1: 3,975 shares; 2025Q2: 2,734 shares 2,734 $510K 0.03% -1,241 Timeline SCHF 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,836 shares 22,836 $505K 0.03% new Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,794 shares; 2024Q2: 3,560 shares; 2024Q3: 3,381 shares; 2024Q4: 3,397 shares; 2025Q1: 3,474 shares; 2025Q2: 2,685 shares 2,685 $500K 0.03% -789 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,661 shares; 2024Q2: 10,203 shares; 2024Q3: 8,459 shares; 2024Q4: 7,862 shares; 2025Q1: 9,117 shares; 2025Q2: 9,117 shares 9,117 $495K 0.03% 0 Timeline ESLT ELBIT SYS LTD More: the full row for ELBIT SYS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,425 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,003 shares; 2025Q1: 999 shares; 2025Q2: 1,099 shares 1,099 $494K 0.03% +100 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,429 shares; 2024Q2: 6,752 shares; 2024Q3: 5,286 shares; 2024Q4: 7,859 shares; 2025Q1: 8,070 shares; 2025Q2: 8,070 shares 8,070 $494K 0.03% 0 FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,474 shares; 2024Q2: 8,054 shares; 2024Q3: 7,824 shares; 2024Q4: 8,823 shares; 2025Q1: 13,140 shares; 2025Q2: 11,321 shares 11,321 $491K 0.03% -1,819 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,616 shares; 2024Q2: 3,360 shares; 2024Q3: 3,188 shares; 2024Q4: 3,354 shares; 2025Q1: 3,533 shares; 2025Q2: 3,712 shares 3,712 $488K 0.03% +179 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: 4,385 shares; 2024Q2: 4,303 shares; 2024Q3: 4,312 shares; 2024Q4: 4,340 shares; 2025Q1: 4,359 shares; 2025Q2: 4,186 shares 4,186 $478K 0.03% -173 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,526 shares; 2024Q2: 9,190 shares; 2024Q3: 8,944 shares; 2024Q4: 8,596 shares; 2025Q1: 8,259 shares; 2025Q2: 7,611 shares 7,611 $478K 0.03% -648 Timeline SRRK SCHOLAR ROCK HLDG CORP More: the full row for SCHOLAR ROCK HLDG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 13,037 shares; 2024Q2: 13,680 shares; 2024Q3: 13,680 shares; 2024Q4: 13,422 shares; 2025Q1: 13,422 shares; 2025Q2: 13,422 shares 13,422 $475K 0.03% 0 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: 2,256 shares; 2024Q2: 2,302 shares; 2024Q3: 2,312 shares; 2024Q4: 2,312 shares; 2025Q1: 2,316 shares; 2025Q2: 2,330 shares 2,330 $473K 0.03% +14 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,892 shares; 2024Q2: 4,940 shares; 2024Q3: 4,827 shares; 2024Q4: 4,819 shares; 2025Q1: 4,788 shares; 2025Q2: 4,428 shares 4,428 $467K 0.03% -360 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,118 shares; 2025Q1: 2,458 shares; 2025Q2: 1,901 shares 1,901 $463K 0.03% -557 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,403 shares; 2024Q2: 1,365 shares; 2024Q3: 1,333 shares; 2024Q4: 1,337 shares; 2025Q1: 1,325 shares; 2025Q2: 1,287 shares 1,287 $459K 0.03% -38 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 9,376 shares; 2024Q4: 9,407 shares; 2025Q1: 8,827 shares; 2025Q2: 15,605 shares 15,605 $459K 0.03% +6,778 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,270 shares; 2024Q2: 4,280 shares; 2024Q3: 4,134 shares; 2024Q4: 4,169 shares; 2025Q1: 4,164 shares; 2025Q2: 3,876 shares 3,876 $457K 0.03% -288 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,749 shares; 2025Q1: 3,554 shares; 2025Q2: 4,470 shares 4,470 $457K 0.03% +916 Timeline HST HOST HOTELS & RESORTS INC More: the full row for HOST HOTELS & RESORTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,241 shares; 2025Q2: 29,630 shares 29,630 $455K 0.03% -611 Timeline DFSU 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: not reported; 2024Q2: not reported; 2024Q3: 7,374 shares; 2024Q4: 10,691 shares; 2025Q1: 13,261 shares; 2025Q2: 11,591 shares 11,591 $455K 0.03% -1,670 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 594 shares; 2025Q2: 592 shares 592 $454K 0.03% -2 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,383 shares; 2024Q2: 4,466 shares; 2024Q3: 4,350 shares; 2024Q4: 5,338 shares; 2025Q1: 4,979 shares; 2025Q2: 4,304 shares 4,304 $452K 0.03% -675 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 390 shares; 2024Q2: 369 shares; 2024Q3: 358 shares; 2024Q4: 400 shares; 2025Q1: 316 shares; 2025Q2: 297 shares 297 $452K 0.03% -19 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,026 shares; 2024Q2: 3,852 shares; 2024Q3: 3,856 shares; 2024Q4: 4,298 shares; 2025Q1: 5,332 shares; 2025Q2: 6,409 shares 6,409 $451K 0.03% +1,077 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,431 shares; 2024Q2: 4,807 shares; 2024Q3: 5,057 shares; 2024Q4: 5,057 shares; 2025Q1: 5,057 shares; 2025Q2: 5,057 shares 5,057 $450K 0.03% 0 Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,335 shares; 2024Q2: 2,814 shares; 2024Q3: 2,153 shares; 2024Q4: 1,948 shares; 2025Q1: 2,238 shares; 2025Q2: 2,238 shares 2,238 $450K 0.03% 0 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,402 shares; 2024Q4: 1,368 shares; 2025Q1: 2,915 shares; 2025Q2: 2,657 shares 2,657 $448K 0.03% -258 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,374 shares; 2024Q2: 1,314 shares; 2024Q3: 1,276 shares; 2024Q4: 1,159 shares; 2025Q1: 1,185 shares; 2025Q2: 1,347 shares 1,347 $447K 0.03% +162 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,396 shares; 2024Q2: 1,326 shares; 2024Q3: 1,293 shares; 2024Q4: 1,540 shares; 2025Q1: 1,337 shares; 2025Q2: 1,162 shares 1,162 $445K 0.03% -175 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: 1,000 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,000 shares 1,000 $442K 0.03% 0 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,090 shares; 2024Q2: 2,209 shares; 2024Q3: 2,144 shares; 2024Q4: 2,252 shares; 2025Q1: 2,556 shares; 2025Q2: 3,185 shares 3,185 $441K 0.03% +629 CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,556 shares; 2024Q2: 3,436 shares; 2024Q3: 3,350 shares; 2024Q4: 3,348 shares; 2025Q1: 3,316 shares; 2025Q2: 3,147 shares 3,147 $441K 0.03% -169 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,294 shares; 2024Q2: 1,201 shares; 2024Q3: 1,177 shares; 2024Q4: 1,324 shares; 2025Q1: 1,483 shares; 2025Q2: 1,008 shares 1,008 $441K 0.03% -475 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,633 shares; 2024Q2: 4,515 shares; 2024Q3: 4,351 shares; 2024Q4: 5,035 shares; 2025Q1: 5,193 shares; 2025Q2: 5,908 shares 5,908 $439K 0.03% +715 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,709 shares; 2024Q2: 3,595 shares; 2024Q3: 3,523 shares; 2024Q4: 3,505 shares; 2025Q1: 4,225 shares; 2025Q2: 3,404 shares 3,404 $434K 0.03% -821 Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 42,597 shares; 2024Q2: 31,694 shares; 2024Q3: 29,313 shares; 2024Q4: 29,313 shares; 2025Q1: 23,427 shares; 2025Q2: 31,099 shares 31,099 $427K 0.02% +7,672 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,032 shares; 2024Q2: 5,688 shares; 2024Q3: 5,551 shares; 2024Q4: 5,605 shares; 2025Q1: 5,558 shares; 2025Q2: 5,254 shares 5,254 $423K 0.02% -304 Timeline SAN BANCO SANTANDER SA More: the full row for BANCO SANTANDER SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 47,506 shares; 2024Q2: 42,182 shares; 2024Q3: 27,492 shares; 2024Q4: 34,048 shares; 2025Q1: 50,364 shares; 2025Q2: 50,364 shares 50,364 $418K 0.02% 0 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,030 shares; 2024Q2: 2,006 shares; 2024Q3: 2,011 shares; 2024Q4: 2,020 shares; 2025Q1: 2,000 shares; 2025Q2: 1,693 shares 1,693 $418K 0.02% -307 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,054 shares; 2024Q2: 6,640 shares; 2024Q3: 6,158 shares; 2024Q4: 6,308 shares; 2025Q1: 12,732 shares; 2025Q2: 12,254 shares 12,254 $414K 0.02% -478 Timeline QTRX QUANTERIX CORP More: the full row for QUANTERIX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 62,060 shares; 2024Q2: 62,060 shares; 2024Q3: 62,060 shares; 2024Q4: 62,060 shares; 2025Q1: 62,060 shares; 2025Q2: 62,060 shares 62,060 $413K 0.02% 0 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,063 shares; 2025Q2: 3,936 shares 3,936 $410K 0.02% -127 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,513 shares; 2024Q2: 6,513 shares; 2024Q3: 6,641 shares; 2024Q4: 6,990 shares; 2025Q1: 7,478 shares; 2025Q2: 7,006 shares 7,006 $408K 0.02% -472 Timeline TM TOYOTA MOTOR CORP More: the full row for TOYOTA MOTOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,154 shares; 2024Q2: 3,723 shares; 2024Q3: 3,194 shares; 2024Q4: 3,693 shares; 2025Q1: 3,991 shares; 2025Q2: 2,363 shares 2,363 $407K 0.02% -1,628 Timeline IBBQ 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: 19,028 shares; 2024Q2: 19,070 shares; 2024Q3: 19,142 shares; 2024Q4: 19,196 shares; 2025Q1: 19,231 shares; 2025Q2: 19,257 shares 19,257 $407K 0.02% +26 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,000 shares; 2024Q2: 1,917 shares; 2024Q3: 1,891 shares; 2024Q4: 1,897 shares; 2025Q1: 1,864 shares; 2025Q2: 1,787 shares 1,787 $406K 0.02% -77 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,977 shares; 2024Q2: 1,879 shares; 2024Q3: 1,840 shares; 2024Q4: 1,735 shares; 2025Q1: 1,771 shares; 2025Q2: 1,585 shares 1,585 $406K 0.02% -186 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 774 shares; 2024Q2: 714 shares; 2024Q3: 668 shares; 2024Q4: 620 shares; 2025Q1: 621 shares; 2025Q2: 783 shares 783 $401K 0.02% +162 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,122 shares; 2024Q2: 1,077 shares; 2024Q3: 1,067 shares; 2024Q4: 1,094 shares; 2025Q1: 1,545 shares; 2025Q2: 953 shares 953 $401K 0.02% -592 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,298 shares; 2025Q2: 2,276 shares 2,276 $397K 0.02% -22 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 825 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: not reported; 2025Q2: 1,131 shares 1,131 $396K 0.02% new Timeline FSBW FS BANCORP INC More: the full row for FS BANCORP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $394K 0.02% 0 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: 6,770 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,744 shares; 2025Q1: 8,603 shares; 2025Q2: 8,692 shares 8,692 $394K 0.02% +89 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,685 shares; 2024Q2: 1,594 shares; 2024Q3: 1,547 shares; 2024Q4: 1,475 shares; 2025Q1: 1,537 shares; 2025Q2: 1,405 shares 1,405 $384K 0.02% -132 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: 2,847 shares; 2024Q2: 2,820 shares; 2024Q3: 2,726 shares; 2024Q4: 2,506 shares; 2025Q1: 2,477 shares; 2025Q2: 2,271 shares 2,271 $382K 0.02% -206 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,434 shares; 2024Q2: 4,121 shares; 2024Q3: 4,006 shares; 2024Q4: 3,981 shares; 2025Q1: 3,993 shares; 2025Q2: 3,611 shares 3,611 $381K 0.02% -382 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,633 shares 1,633 $381K 0.02% new Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 650 shares; 2024Q2: 612 shares; 2024Q3: 590 shares; 2024Q4: 593 shares; 2025Q1: 584 shares; 2025Q2: 474 shares 474 $377K 0.02% -110 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,683 shares; 2024Q2: 4,216 shares; 2024Q3: 4,067 shares; 2024Q4: 3,871 shares; 2025Q1: 3,966 shares; 2025Q2: 3,626 shares 3,626 $376K 0.02% -340 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,290 shares; 2024Q2: 4,053 shares; 2024Q3: 3,918 shares; 2024Q4: 3,937 shares; 2025Q1: 4,778 shares; 2025Q2: 8,943 shares 8,943 $376K 0.02% +4,165 Timeline BCS BARCLAYS PLC More: the full row for BARCLAYS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,907 shares; 2024Q2: 24,816 shares; 2024Q3: 20,976 shares; 2024Q4: 18,881 shares; 2025Q1: 16,972 shares; 2025Q2: 20,051 shares 20,051 $373K 0.02% +3,079 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,871 shares; 2024Q2: 4,455 shares; 2024Q3: 4,724 shares; 2024Q4: 4,744 shares; 2025Q1: not reported; 2025Q2: 7,432 shares 7,432 $366K 0.02% new Timeline SPHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,003 shares; 2024Q2: 4,003 shares; 2024Q3: 4,753 shares; 2024Q4: 4,760 shares; 2025Q1: 5,075 shares; 2025Q2: 5,083 shares 5,083 $362K 0.02% +8 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,056 shares; 2024Q2: 1,001 shares; 2024Q3: 943 shares; 2024Q4: 946 shares; 2025Q1: 937 shares; 2025Q2: 1,130 shares 1,130 $362K 0.02% +193 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,662 shares; 2024Q2: 4,551 shares; 2024Q3: 4,443 shares; 2024Q4: 4,847 shares; 2025Q1: 4,769 shares; 2025Q2: 4,593 shares 4,593 $359K 0.02% -176 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,543 shares; 2024Q2: 1,561 shares; 2024Q3: 1,561 shares; 2024Q4: 1,561 shares; 2025Q1: 1,686 shares; 2025Q2: 1,488 shares 1,488 $357K 0.02% -198 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 836 shares; 2024Q2: 833 shares; 2024Q3: 765 shares; 2024Q4: 712 shares; 2025Q1: 781 shares; 2025Q2: 665 shares 665 $357K 0.02% -116 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,140 shares; 2024Q2: 7,923 shares; 2024Q3: 7,623 shares; 2024Q4: 7,797 shares; 2025Q1: 10,212 shares; 2025Q2: 9,163 shares 9,163 $351K 0.02% -1,049 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 1,080 shares; 2024Q3: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,482 shares; 2025Q2: 1,482 shares 1,482 $351K 0.02% 0 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,175 shares; 2024Q2: 5,809 shares; 2024Q3: 4,208 shares; 2024Q4: 4,708 shares; 2025Q1: 5,643 shares; 2025Q2: 7,253 shares 7,253 $350K 0.02% +1,610 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: 6,550 shares; 2024Q2: 6,550 shares; 2024Q3: 6,550 shares; 2024Q4: 6,550 shares; 2025Q1: 6,689 shares; 2025Q2: 6,689 shares 6,689 $350K 0.02% 0 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,752 shares 16,752 $349K 0.02% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,690 shares; 2024Q2: 1,602 shares; 2024Q3: 1,539 shares; 2024Q4: 1,542 shares; 2025Q1: 1,519 shares; 2025Q2: 1,294 shares 1,294 $345K 0.02% -225 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,804 shares; 2024Q2: 1,723 shares; 2024Q3: 1,731 shares; 2024Q4: 1,735 shares; 2025Q1: 1,732 shares; 2025Q2: 1,644 shares 1,644 $344K 0.02% -88 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,104 shares; 2024Q2: 6,154 shares; 2024Q3: 5,982 shares; 2024Q4: 5,848 shares; 2025Q1: 6,348 shares; 2025Q2: 6,072 shares 6,072 $343K 0.02% -276 Timeline WELL WELLTOWER INC More: the full row for WELLTOWER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,977 shares; 2024Q2: 2,816 shares; 2024Q3: 2,718 shares; 2024Q4: 2,671 shares; 2025Q1: 2,530 shares; 2025Q2: 2,228 shares 2,228 $343K 0.02% -302 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 475 shares; 2025Q2: 468 shares 468 $342K 0.02% -7 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: 811 shares; 2024Q2: 812 shares; 2024Q3: 1,631 shares; 2024Q4: 1,640 shares; 2025Q1: 1,938 shares; 2025Q2: 2,089 shares 2,089 $341K 0.02% +151 Timeline SDY 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: not reported; 2024Q2: not reported; 2024Q3: 2,509 shares; 2024Q4: 2,509 shares; 2025Q1: 2,509 shares; 2025Q2: 2,509 shares 2,509 $341K 0.02% 0 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,745 shares; 2024Q2: 4,509 shares; 2024Q3: 4,446 shares; 2024Q4: 4,376 shares; 2025Q1: 4,283 shares; 2025Q2: 3,741 shares 3,741 $340K 0.02% -542 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,386 shares; 2024Q2: 1,345 shares; 2024Q3: 1,305 shares; 2024Q4: 1,338 shares; 2025Q1: 1,244 shares; 2025Q2: 1,160 shares 1,160 $338K 0.02% -84 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,254 shares; 2024Q2: 10,527 shares; 2024Q3: 10,252 shares; 2024Q4: 10,207 shares; 2025Q1: 9,987 shares; 2025Q2: 7,791 shares 7,791 $335K 0.02% -2,196 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,811 shares; 2024Q2: 17,376 shares; 2024Q3: 14,337 shares; 2024Q4: 14,061 shares; 2025Q1: 15,278 shares; 2025Q2: 15,278 shares 15,278 $334K 0.02% 0 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,338 shares; 2024Q2: 9,226 shares; 2024Q3: 7,086 shares; 2024Q4: 7,788 shares; 2025Q1: 9,150 shares; 2025Q2: 10,595 shares 10,595 $333K 0.02% +1,445 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,905 shares 4,905 $331K 0.02% new Timeline MOFG MIDWESTONE FINANCIAL GROUP I More: the full row for MIDWESTONE FINANCIAL GROUP I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,503 shares 11,503 $331K 0.02% new Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 6,911 shares; 2024Q2: 6,511 shares; 2024Q3: 6,310 shares; 2024Q4: 6,234 shares; 2025Q1: 4,714 shares; 2025Q2: 4,437 shares 4,437 $330K 0.02% -277 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,438 shares; 2025Q2: 6,211 shares 6,211 $328K 0.02% -1,227 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,422 shares; 2024Q2: 3,268 shares; 2024Q3: 3,198 shares; 2024Q4: 3,063 shares; 2025Q1: 3,077 shares; 2025Q2: 3,038 shares 3,038 $326K 0.02% -39 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,341 shares; 2024Q2: 7,746 shares; 2024Q3: 7,746 shares; 2024Q4: 7,746 shares; 2025Q1: 4,041 shares; 2025Q2: 4,041 shares 4,041 $326K 0.02% 0 Timeline CAE CAE INC More: the full row for CAE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,120 shares; 2024Q2: 11,157 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,014 shares; 2025Q2: 11,136 shares 11,136 $326K 0.02% +1,122 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,605 shares; 2024Q2: 4,639 shares; 2024Q3: 4,499 shares; 2024Q4: 4,513 shares; 2025Q1: 4,451 shares; 2025Q2: 4,140 shares 4,140 $323K 0.02% -311 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,584 shares; 2024Q2: 4,290 shares; 2024Q3: 4,133 shares; 2024Q4: 4,199 shares; 2025Q1: 4,152 shares; 2025Q2: 3,771 shares 3,771 $323K 0.02% -381 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,650 shares; 2024Q2: 5,474 shares; 2024Q3: 2,457 shares; 2024Q4: not reported; 2025Q1: 5,498 shares; 2025Q2: 4,987 shares 4,987 $321K 0.02% -511 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,821 shares 3,821 $319K 0.02% new Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,301 shares; 2024Q2: 1,232 shares; 2024Q3: 1,191 shares; 2024Q4: 1,198 shares; 2025Q1: 1,174 shares; 2025Q2: 1,183 shares 1,183 $319K 0.02% +9 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,333 shares; 2024Q2: 1,208 shares; 2024Q3: 1,188 shares; 2024Q4: 1,040 shares; 2025Q1: 1,163 shares; 2025Q2: 1,103 shares 1,103 $319K 0.02% -60 Timeline CQQQ 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: 7,139 shares; 2024Q2: 7,139 shares; 2024Q3: 7,139 shares; 2024Q4: 7,158 shares; 2025Q1: 7,158 shares; 2025Q2: 7,158 shares 7,158 $317K 0.02% 0 Timeline ACM AECOM More: the full row for AECOM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,804 shares; 2024Q2: 2,804 shares; 2024Q3: 2,804 shares; 2024Q4: 2,804 shares; 2025Q1: 2,804 shares; 2025Q2: 2,804 shares 2,804 $316K 0.02% 0 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,837 shares; 2024Q2: 1,765 shares; 2024Q3: 1,769 shares; 2024Q4: 1,772 shares; 2025Q1: 1,792 shares; 2025Q2: 1,696 shares 1,696 $311K 0.02% -96 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: 7,833 shares; 2024Q2: 7,266 shares; 2024Q3: 7,082 shares; 2024Q4: 6,710 shares; 2025Q1: 6,551 shares; 2025Q2: 5,899 shares 5,899 $310K 0.02% -652 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,697 shares; 2024Q2: 20,175 shares; 2024Q3: 32,767 shares; 2024Q4: 27,036 shares; 2025Q1: 22,005 shares; 2025Q2: 13,832 shares 13,832 $310K 0.02% -8,173 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: 5,751 shares; 2024Q2: 5,011 shares; 2024Q3: 4,179 shares; 2024Q4: 4,130 shares; 2025Q1: 4,807 shares; 2025Q2: 3,894 shares 3,894 $309K 0.02% -913 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,455 shares; 2024Q2: 3,386 shares; 2024Q3: 3,244 shares; 2024Q4: 2,881 shares; 2025Q1: 2,663 shares; 2025Q2: 2,587 shares 2,587 $309K 0.02% -76 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,201 shares; 2024Q2: 2,090 shares; 2024Q3: 2,121 shares; 2024Q4: 2,127 shares; 2025Q1: 2,204 shares; 2025Q2: 1,924 shares 1,924 $307K 0.02% -280 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,408 shares 1,408 $307K 0.02% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,296 shares; 2025Q2: 2,199 shares 2,199 $306K 0.02% -97 Timeline TAP MOLSON COORS BEVERAGE CO More: the full row for MOLSON COORS BEVERAGE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 7,334 shares; 2025Q2: 6,310 shares 6,310 $303K 0.02% -1,024 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,951 shares; 2025Q2: 1,240 shares 1,240 $301K 0.02% -711 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,247 shares; 2024Q2: 1,182 shares; 2024Q3: 1,147 shares; 2024Q4: 965 shares; 2025Q1: 953 shares; 2025Q2: 908 shares 908 $297K 0.02% -45 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 985 shares; 2024Q2: 919 shares; 2024Q3: 874 shares; 2024Q4: 886 shares; 2025Q1: 1,157 shares; 2025Q2: 780 shares 780 $295K 0.02% -377 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,783 shares; 2024Q2: 1,904 shares; 2024Q3: 1,692 shares; 2024Q4: 2,352 shares; 2025Q1: 2,191 shares; 2025Q2: 2,216 shares 2,216 $293K 0.02% +25 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,269 shares; 2024Q4: 1,269 shares; 2025Q1: 1,852 shares; 2025Q2: 1,852 shares 1,852 $292K 0.02% 0 Timeline ES EVERSOURCE ENERGY More: the full row for EVERSOURCE ENERGY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,003 shares; 2024Q2: 4,765 shares; 2024Q3: 4,601 shares; 2024Q4: 4,725 shares; 2025Q1: 4,883 shares; 2025Q2: 4,541 shares 4,541 $289K 0.02% -342 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 691 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 743 shares; 2025Q2: 706 shares 706 $289K 0.02% -37 Timeline EG EVEREST GROUP LTD More: the full row for EVEREST GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 870 shares; 2024Q2: 853 shares; 2024Q3: 855 shares; 2024Q4: 840 shares; 2025Q1: 843 shares; 2025Q2: 849 shares 849 $289K 0.02% +6 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,507 shares; 2024Q2: 5,871 shares; 2024Q3: 5,503 shares; 2024Q4: 7,001 shares; 2025Q1: 7,104 shares; 2025Q2: 6,639 shares 6,639 $288K 0.02% -465 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,538 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,821 shares; 2025Q2: 2,802 shares 2,802 $288K 0.02% -19 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,349 shares; 2024Q2: 2,265 shares; 2024Q3: 2,273 shares; 2024Q4: 2,280 shares; 2025Q1: 2,249 shares; 2025Q2: 2,261 shares 2,261 $287K 0.02% +12 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,587 shares; 2025Q2: 2,580 shares 2,580 $286K 0.02% -7 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,726 shares; 2024Q2: 7,132 shares; 2024Q3: 5,171 shares; 2024Q4: 5,657 shares; 2025Q1: 4,767 shares; 2025Q2: 5,426 shares 5,426 $281K 0.02% +659 Timeline EFG 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: 2,505 shares; 2024Q2: 2,505 shares; 2024Q3: 2,505 shares; 2024Q4: 2,505 shares; 2025Q1: 2,505 shares; 2025Q2: 2,505 shares 2,505 $281K 0.02% 0 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,268 shares; 2025Q1: 3,119 shares; 2025Q2: 3,519 shares 3,519 $280K 0.02% +400 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 3,562 shares; 2024Q2: 2,915 shares; 2024Q3: 3,054 shares; 2024Q4: 2,583 shares; 2025Q1: 2,748 shares; 2025Q2: 2,763 shares 2,763 $279K 0.02% +15 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,134 shares; 2024Q2: 4,576 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,580 shares; 2025Q2: 4,175 shares 4,175 $279K 0.02% -405 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 547 shares; 2024Q2: 543 shares; 2024Q3: 522 shares; 2024Q4: 531 shares; 2025Q1: 518 shares; 2025Q2: 483 shares 483 $279K 0.02% -35 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,620 shares; 2024Q4: 3,254 shares; 2025Q1: 3,531 shares; 2025Q2: 3,336 shares 3,336 $277K 0.02% -195 Timeline SU SUNCOR ENERGY INC NEW More: the full row for SUNCOR ENERGY INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 8,860 shares; 2024Q2: 7,135 shares; 2024Q3: 6,432 shares; 2024Q4: 6,432 shares; 2025Q1: 6,080 shares; 2025Q2: 7,398 shares 7,398 $277K 0.02% +1,318 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,369 shares; 2024Q2: 1,291 shares; 2024Q3: 1,235 shares; 2024Q4: 1,204 shares; 2025Q1: 1,129 shares; 2025Q2: 980 shares 980 $276K 0.02% -149 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: 2,188 shares; 2024Q2: 2,154 shares; 2024Q3: 2,130 shares; 2024Q4: 2,155 shares; 2025Q1: 2,236 shares; 2025Q2: 2,126 shares 2,126 $275K 0.02% -110 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,352 shares; 2024Q2: 5,055 shares; 2024Q3: 4,857 shares; 2024Q4: 4,585 shares; 2025Q1: 4,460 shares; 2025Q2: 3,738 shares 3,738 $274K 0.02% -722 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,004 shares; 2024Q2: 3,805 shares; 2024Q3: 3,679 shares; 2024Q4: 3,955 shares; 2025Q1: 3,890 shares; 2025Q2: 3,341 shares 3,341 $273K 0.02% -549 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 58,527 shares; 2025Q1: 26,269 shares; 2025Q2: 26,269 shares 26,269 $272K 0.02% 0 Timeline FLUT FLUTTER ENTMT PLC More: the full row for FLUTTER ENTMT PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 822 shares; 2025Q1: 931 shares; 2025Q2: 951 shares 951 $272K 0.02% +20 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: 3,359 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,276 shares; 2025Q2: 2,276 shares 2,276 $271K 0.02% 0 Timeline DYNF BLACKROCK ETF TRUST More: the full row for BLACKROCK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,967 shares 4,967 $271K 0.02% new Timeline BP BP PLC More: the full row for BP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,299 shares; 2024Q2: 13,689 shares; 2024Q3: 7,969 shares; 2024Q4: not reported; 2025Q1: 7,689 shares; 2025Q2: 9,034 shares 9,034 $270K 0.02% +1,345 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,522 shares; 2024Q4: 1,660 shares; 2025Q1: 2,104 shares; 2025Q2: 1,548 shares 1,548 $269K 0.02% -556 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,000 shares; 2024Q4: 4,000 shares; 2025Q1: 4,000 shares; 2025Q2: 4,000 shares 4,000 $269K 0.02% 0 Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 897 shares; 2024Q2: 943 shares; 2024Q3: 943 shares; 2024Q4: 943 shares; 2025Q1: not reported; 2025Q2: 1,276 shares 1,276 $268K 0.02% new Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,029 shares; 2024Q2: 971 shares; 2024Q3: 930 shares; 2024Q4: 935 shares; 2025Q1: 918 shares; 2025Q2: 857 shares 857 $267K 0.02% -61 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 14,648 shares; 2024Q2: 14,035 shares; 2024Q3: 14,122 shares; 2024Q4: 13,898 shares; 2025Q1: 13,887 shares; 2025Q2: 13,054 shares 13,054 $267K 0.02% -833 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: 2,490 shares; 2024Q2: not reported; 2024Q3: 3,549 shares; 2024Q4: 3,550 shares; 2025Q1: 3,569 shares; 2025Q2: 3,601 shares 3,601 $265K 0.02% +32 Timeline NCLH NORWEGIAN CRUISE LINE HLDGS More: the full row for NORWEGIAN CRUISE LINE HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,252 shares; 2025Q2: 12,956 shares 12,956 $263K 0.02% -296 Timeline DFSI 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,314 shares; 2025Q2: 6,604 shares 6,604 $260K 0.02% +290 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,175 shares 4,175 $259K 0.02% new Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,199 shares; 2024Q2: 1,120 shares; 2024Q3: 1,084 shares; 2024Q4: 1,105 shares; 2025Q1: 1,117 shares; 2025Q2: 1,031 shares 1,031 $259K 0.02% -86 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: 2,083 shares; 2024Q2: 1,949 shares; 2024Q3: 1,873 shares; 2024Q4: 1,843 shares; 2025Q1: 1,842 shares; 2025Q2: 1,751 shares 1,751 $258K 0.02% -91 Timeline AER AERCAP HOLDINGS NV More: the full row for AERCAP HOLDINGS NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,179 shares 2,179 $255K 0.01% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,068 shares; 2025Q2: 12,158 shares 12,158 $254K 0.01% +3,090 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,793 shares; 2025Q1: 1,793 shares; 2025Q2: 1,680 shares 1,680 $254K 0.01% -113 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: 800 shares; 2024Q2: not reported; 2024Q3: 720 shares; 2024Q4: 720 shares; 2025Q1: 2,984 shares; 2025Q2: 884 shares 884 $253K 0.01% -2,100 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: 94,997 shares; 2024Q2: 90,022 shares; 2024Q3: 134,554 shares; 2024Q4: 131,900 shares; 2025Q1: 22,580 shares; 2025Q2: 22,580 shares 22,580 $253K 0.01% 0 RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,220 shares; 2024Q2: 1,119 shares; 2024Q3: 1,067 shares; 2024Q4: 1,071 shares; 2025Q1: 1,047 shares; 2025Q2: 978 shares 978 $252K 0.01% -69 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 640 shares; 2024Q2: 602 shares; 2024Q3: 578 shares; 2024Q4: 489 shares; 2025Q1: 478 shares; 2025Q2: 445 shares 445 $252K 0.01% -33 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: not reported; 2024Q2: 3,973 shares; 2024Q3: 3,988 shares; 2024Q4: 3,740 shares; 2025Q1: 3,700 shares; 2025Q2: 3,701 shares 3,701 $252K 0.01% +1 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: 2,715 shares; 2024Q2: not reported; 2024Q3: 2,468 shares; 2024Q4: 2,468 shares; 2025Q1: 2,543 shares; 2025Q2: 2,365 shares 2,365 $251K 0.01% -178 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,216 shares; 2024Q2: 1,156 shares; 2024Q3: 1,169 shares; 2024Q4: 1,142 shares; 2025Q1: 1,121 shares; 2025Q2: 1,034 shares 1,034 $251K 0.01% -87 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: 3,002 shares; 2024Q2: 2,865 shares; 2024Q3: 2,866 shares; 2024Q4: 2,551 shares; 2025Q1: 2,578 shares; 2025Q2: 2,435 shares 2,435 $250K 0.01% -143 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: 1,873 shares; 2024Q2: 1,851 shares; 2024Q3: 1,725 shares; 2024Q4: 1,787 shares; 2025Q1: 1,817 shares; 2025Q2: 1,685 shares 1,685 $250K 0.01% -132 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,850 shares; 2024Q2: 1,793 shares; 2024Q3: 1,733 shares; 2024Q4: 1,885 shares; 2025Q1: 1,823 shares; 2025Q2: 1,814 shares 1,814 $249K 0.01% -9 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: 1,949 shares; 2024Q2: 1,938 shares; 2024Q3: 1,963 shares; 2024Q4: 1,996 shares; 2025Q1: 1,979 shares; 2025Q2: 1,896 shares 1,896 $249K 0.01% -83 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 9,478 shares; 2024Q2: 8,757 shares; 2024Q3: 3,629 shares; 2024Q4: 5,116 shares; 2025Q1: 3,193 shares; 2025Q2: 3,611 shares 3,611 $249K 0.01% +418 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,286 shares; 2024Q2: 1,260 shares; 2024Q3: 846 shares; 2024Q4: 905 shares; 2025Q1: 1,476 shares; 2025Q2: 1,017 shares 1,017 $249K 0.01% -459 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 12,901 shares; 2024Q2: 11,780 shares; 2024Q3: 11,795 shares; 2024Q4: 11,795 shares; 2025Q1: 11,663 shares; 2025Q2: 10,471 shares 10,471 $246K 0.01% -1,192 Timeline VRT VERTIV HOLDINGS CO More: the full row for VERTIV HOLDINGS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,915 shares 1,915 $246K 0.01% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,501 shares; 2024Q2: 5,346 shares; 2024Q3: 5,216 shares; 2024Q4: 4,353 shares; 2025Q1: 4,315 shares; 2025Q2: 3,904 shares 3,904 $245K 0.01% -411 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: 972 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,711 shares; 2025Q2: 1,359 shares 1,359 $243K 0.01% -352 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,516 shares 8,516 $242K 0.01% new 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: 3,004 shares; 2024Q2: 2,850 shares; 2024Q3: 2,712 shares; 2024Q4: 2,722 shares; 2025Q1: 2,703 shares; 2025Q2: 2,464 shares 2,464 $237K 0.01% -239 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,505 shares; 2024Q2: not reported; 2024Q3: 1,353 shares; 2024Q4: 1,356 shares; 2025Q1: 1,421 shares; 2025Q2: 1,316 shares 1,316 $236K 0.01% -105 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: 7,038 shares; 2024Q2: 6,508 shares; 2024Q3: 6,221 shares; 2024Q4: 6,221 shares; 2025Q1: 6,232 shares; 2025Q2: 5,744 shares 5,744 $236K 0.01% -488 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 7,511 shares; 2024Q2: 5,514 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,092 shares; 2025Q2: 6,092 shares 6,092 $234K 0.01% 0 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 739 shares; 2024Q2: 713 shares; 2024Q3: 673 shares; 2024Q4: 691 shares; 2025Q1: 696 shares; 2025Q2: 664 shares 664 $233K 0.01% -32 VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,072 shares; 2024Q2: 1,040 shares; 2024Q3: 1,001 shares; 2024Q4: 925 shares; 2025Q1: 948 shares; 2025Q2: 894 shares 894 $233K 0.01% -54 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,891 shares; 2024Q2: 2,724 shares; 2024Q3: 2,637 shares; 2024Q4: 2,556 shares; 2025Q1: 2,220 shares; 2025Q2: 2,105 shares 2,105 $233K 0.01% -115 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,142 shares; 2024Q2: 1,990 shares; 2024Q3: 1,964 shares; 2024Q4: 2,595 shares; 2025Q1: not reported; 2025Q2: 1,797 shares 1,797 $232K 0.01% new Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,435 shares 1,435 $230K 0.01% 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: 2,803 shares; 2024Q2: 2,789 shares; 2024Q3: 2,684 shares; 2024Q4: 2,686 shares; 2025Q1: 2,700 shares; 2025Q2: 2,320 shares 2,320 $230K 0.01% -380 Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,347 shares; 2025Q2: 3,345 shares 3,345 $228K 0.01% -2 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: 3,046 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,808 shares 2,808 $227K 0.01% new Timeline FRSH FRESHWORKS INC More: the full row for FRESHWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 15,186 shares; 2024Q2: 15,186 shares; 2024Q3: 15,186 shares; 2024Q4: 15,186 shares; 2025Q1: 15,233 shares; 2025Q2: 15,186 shares 15,186 $226K 0.01% -47 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,914 shares; 2025Q2: 1,906 shares 1,906 $222K 0.01% -8 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 934 shares; 2025Q1: 932 shares; 2025Q2: 838 shares 838 $220K 0.01% -94 Timeline ICSH 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: 6,815 shares; 2024Q2: 4,528 shares; 2024Q3: 4,327 shares; 2024Q4: 4,327 shares; 2025Q1: 4,327 shares; 2025Q2: 4,327 shares 4,327 $219K 0.01% 0 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: 629 shares; 2024Q2: not reported; 2024Q3: 440 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 447 shares 447 $219K 0.01% new 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: 5,565 shares; 2024Q2: 5,554 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,631 shares; 2025Q2: 5,476 shares 5,476 $219K 0.01% -155 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: 3,569 shares; 2024Q2: 3,122 shares; 2024Q3: 2,980 shares; 2024Q4: 2,981 shares; 2025Q1: 3,002 shares; 2025Q2: 2,684 shares 2,684 $219K 0.01% -318 Timeline IOT SAMSARA INC More: the full row for SAMSARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,451 shares 5,451 $217K 0.01% new Timeline EWL ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,953 shares; 2024Q4: not reported; 2025Q1: 3,953 shares; 2025Q2: 3,953 shares 3,953 $217K 0.01% 0 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,505 shares; 2024Q2: 1,401 shares; 2024Q3: 1,355 shares; 2024Q4: 1,358 shares; 2025Q1: 1,087 shares; 2025Q2: 1,034 shares 1,034 $216K 0.01% -53 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,327 shares 1,327 $215K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 437 shares; 2024Q2: 408 shares; 2024Q3: 410 shares; 2024Q4: 409 shares; 2025Q1: not reported; 2025Q2: 386 shares 386 $212K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 43,816 shares; 2024Q2: 43,816 shares; 2024Q3: 41,874 shares; 2024Q4: 41,874 shares; 2025Q1: 49,760 shares; 2025Q2: 49,760 shares 49,760 $211K 0.01% 0 Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 19,658 shares; 2024Q2: 16,905 shares; 2024Q3: 15,926 shares; 2024Q4: 15,925 shares; 2025Q1: 16,080 shares; 2025Q2: 14,939 shares 14,939 $211K 0.01% -1,141 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: 920 shares; 2024Q2: 891 shares; 2024Q3: 846 shares; 2024Q4: 846 shares; 2025Q1: 857 shares; 2025Q2: 810 shares 810 $210K 0.01% -47 Timeline MTCH MATCH GROUP INC NEW More: the full row for MATCH GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,373 shares; 2025Q2: 6,790 shares 6,790 $210K 0.01% -1,583 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,877 shares; 2025Q1: 5,905 shares; 2025Q2: 5,191 shares 5,191 $209K 0.01% -714 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 4,473 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,847 shares 2,847 $209K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 5,410 shares; 2024Q2: 5,373 shares; 2024Q3: 5,162 shares; 2024Q4: 4,834 shares; 2025Q1: 4,755 shares; 2025Q2: 4,558 shares 4,558 $206K 0.01% -197 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,528 shares 2,528 $206K 0.01% new Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,923 shares 1,923 $205K 0.01% new Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,796 shares; 2025Q1: not reported; 2025Q2: 6,761 shares 6,761 $205K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 936 shares 936 $204K 0.01% new 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: not reported; 2024Q2: not reported; 2024Q3: 2,626 shares; 2024Q4: 2,678 shares; 2025Q1: 2,618 shares; 2025Q2: 2,557 shares 2,557 $203K 0.01% -61 Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 1,543 shares; 2024Q2: 1,523 shares; 2024Q3: 1,435 shares; 2024Q4: 1,435 shares; 2025Q1: 1,436 shares; 2025Q2: 1,373 shares 1,373 $203K 0.01% -63 Timeline GIL GILDAN ACTIVEWEAR INC More: the full row for GILDAN ACTIVEWEAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,277 shares; 2025Q2: 4,119 shares 4,119 $203K 0.01% -1,158 Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 7,283 shares; 2025Q1: not reported; 2025Q2: 6,783 shares 6,783 $202K 0.01% new Timeline TECX TECTONIC THERAPEUTIC INC More: the full row for TECTONIC THERAPEUTIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 10,130 shares; 2025Q1: 10,130 shares; 2025Q2: 10,130 shares 10,130 $201K 0.01% 0 Timeline HSIC SCHEIN HENRY INC More: the full row for SCHEIN HENRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 2,899 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,755 shares 2,755 $201K 0.01% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,248 shares 2,248 $201K 0.01% new Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,256 shares 1,256 $201K 0.01% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,282 shares; 2024Q2: 13,812 shares; 2024Q3: 11,645 shares; 2024Q4: 10,264 shares; 2025Q1: 10,091 shares; 2025Q2: 12,484 shares 12,484 $189K 0.01% +2,393 Timeline LYEL LYELL IMMUNOPHARMA INC More: the full row for LYELL IMMUNOPHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,138 shares 19,138 $169K 0.01% new Timeline HBAN HUNTINGTON BANCSHARES INC More: the full row for HUNTINGTON BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,254 shares; 2024Q2: 10,282 shares; 2024Q3: 10,635 shares; 2024Q4: 10,635 shares; 2025Q1: 10,579 shares; 2025Q2: 10,052 shares 10,052 $168K 0.01% -527 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 20,544 shares; 2024Q2: 22,778 shares; 2024Q3: 19,353 shares; 2024Q4: 20,061 shares; 2025Q1: 21,331 shares; 2025Q2: 15,429 shares 15,429 $167K 0.01% -5,902 Timeline CVE CENOVUS ENERGY INC More: the full row for CENOVUS ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 18,557 shares; 2024Q2: 15,884 shares; 2024Q3: 14,392 shares; 2024Q4: not reported; 2025Q1: 10,790 shares; 2025Q2: 10,802 shares 10,802 $147K 0.01% +12 Timeline RXRX RECURSION PHARMACEUTICALS IN More: the full row for RECURSION PHARMACEUTICALS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 28,601 shares; 2024Q2: 28,601 shares; 2024Q3: 28,601 shares; 2024Q4: 28,601 shares; 2025Q1: 28,601 shares; 2025Q2: 28,601 shares 28,601 $145K 0.01% 0 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: 41,441 shares; 2024Q2: 28,437 shares; 2024Q3: 24,509 shares; 2024Q4: 24,509 shares; 2025Q1: 25,109 shares; 2025Q2: 25,109 shares 25,109 $140K 0.01% 0 Timeline STLA STELLANTIS N.V More: the full row for STELLANTIS N.V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,178 shares; 2025Q2: 11,863 shares 11,863 $119K 0.01% -1,315 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: 17,047 shares; 2024Q2: 14,857 shares; 2024Q3: 13,672 shares; 2024Q4: 13,672 shares; 2025Q1: 13,672 shares; 2025Q2: 13,672 shares 13,672 $99K 0.01% 0 Timeline SAGE THERAPEUTICS INC SAGE THERAPEUTICS INC More: the full row for SAGE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 10,000 shares; 2024Q2: 10,000 shares; 2024Q3: 10,000 shares; 2024Q4: 10,000 shares; 2025Q1: 10,000 shares; 2025Q2: 10,000 shares 10,000 $91.2K 0.01% 0 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 11,739 shares 11,739 $77.2K <0.01% new Timeline UEC URANIUM ENERGY CORP More: the full row for URANIUM ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 11,357 shares; 2024Q2: 11,357 shares; 2024Q3: 11,357 shares; 2024Q4: 11,357 shares; 2025Q1: 11,357 shares; 2025Q2: 11,357 shares 11,357 $77.2K <0.01% 0 Timeline ABSI ABSCI CORPORATION More: the full row for ABSCI CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 30,000 shares; 2024Q2: 30,000 shares; 2024Q3: 30,000 shares; 2024Q4: 30,000 shares; 2025Q1: 30,000 shares; 2025Q2: 30,000 shares 30,000 $77.1K <0.01% 0 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: 11,437 shares; 2024Q2: 11,437 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,812 shares; 2025Q2: 11,812 shares 11,812 $61.8K <0.01% 0 Timeline OIS OIL STS INTL INC More: the full row for OIL STS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: 10,169 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,325 shares 10,325 $55.3K <0.01% new 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: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,022 shares; 2025Q2: 10,649 shares 10,649 $55.2K <0.01% -373 Timeline GRAB GRAB HOLDINGS LIMITED More: the full row for GRAB HOLDINGS LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,382 shares; 2025Q2: 10,350 shares 10,350 $52.1K <0.01% -1,032 Timeline SPCE VIRGIN GALACTIC HOLDINGS INC More: the full row for VIRGIN GALACTIC HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 16,155 shares 16,155 $44.1K <0.01% new Timeline PRME PRIME MEDICINE INC More: the full row for PRIME MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 16,080 shares; 2024Q2: 16,080 shares; 2024Q3: 16,080 shares; 2024Q4: 16,080 shares; 2025Q1: 16,080 shares; 2025Q2: 16,080 shares 16,080 $39.7K <0.01% 0 Timeline ATHIRA PHARMA INC ATHIRA PHARMA INC More: the full row for ATHIRA PHARMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: 53,551 shares; 2024Q2: 53,551 shares; 2024Q3: 53,551 shares; 2024Q4: 53,551 shares; 2025Q1: 53,551 shares; 2025Q2: 53,551 shares 53,551 $16.2K <0.01% 0 NMRA NEUMORA THERAPEUTICS INC. More: the full row for NEUMORA THERAPEUTICS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 16,992 shares; 2024Q4: 16,992 shares; 2025Q1: 16,992 shares; 2025Q2: 16,992 shares 16,992 $12.5K <0.01% 0 Timeline