MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 971,090 shares; 2024Q4: 957,150 shares; 2025Q1: 955,214 shares; 2025Q2: 946,747 shares 946,747 $471M 5.9% -8,467 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,931,684 shares; 2024Q4: 1,904,969 shares; 2025Q1: 1,899,746 shares; 2025Q2: 1,910,139 shares 1,910,139 $392M 4.91% +10,393 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 582,689 shares; 2024Q4: 576,039 shares; 2025Q1: 586,161 shares; 2025Q2: 576,028 shares 576,028 $253M 3.17% -10,133 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,581,578 shares; 2024Q4: 1,583,064 shares; 2025Q1: 1,548,516 shares; 2025Q2: 1,558,710 shares 1,558,710 $246M 3.09% +10,194 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 982,339 shares; 2024Q4: 976,567 shares; 2025Q1: 983,936 shares; 2025Q2: 985,594 shares 985,594 $216M 2.71% +1,658 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,531,553 shares; 2024Q4: 1,591,922 shares; 2025Q1: 1,701,899 shares; 2025Q2: 1,847,040 shares 1,847,040 $165M 2.07% +145,141 Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,118,830 shares; 2024Q4: 2,267,834 shares; 2025Q1: 2,457,140 shares; 2025Q2: 2,518,698 shares 2,518,698 $159M 1.99% +61,558 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,660 shares; 2024Q4: 195,000 shares; 2025Q1: 201,924 shares; 2025Q2: 205,652 shares 205,652 $152M 1.9% +3,728 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 396,718 shares; 2024Q4: 378,579 shares; 2025Q1: 366,190 shares; 2025Q2: 354,183 shares 354,183 $150M 1.89% -12,007 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 532,376 shares; 2024Q4: 523,022 shares; 2025Q1: 528,843 shares; 2025Q2: 525,269 shares 525,269 $145M 1.81% -3,574 Timeline IWP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 746,559 shares; 2024Q4: 742,700 shares; 2025Q1: 825,357 shares; 2025Q2: 956,036 shares 956,036 $133M 1.66% +130,679 Timeline VB VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 418,649 shares; 2024Q4: 448,354 shares; 2025Q1: 485,484 shares; 2025Q2: 546,104 shares 546,104 $129M 1.62% +60,620 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 355,875 shares; 2024Q4: 354,164 shares; 2025Q1: 355,288 shares; 2025Q2: 356,203 shares 356,203 $126M 1.59% +915 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 192,744 shares; 2024Q4: 190,946 shares; 2025Q1: 193,684 shares; 2025Q2: 195,543 shares 195,543 $121M 1.51% +1,859 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 398,893 shares; 2024Q4: 403,082 shares; 2025Q1: 410,358 shares; 2025Q2: 423,957 shares 423,957 $119M 1.49% +13,599 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 640,867 shares; 2024Q4: 637,647 shares; 2025Q1: 650,623 shares; 2025Q2: 645,799 shares 645,799 $114M 1.43% -4,824 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 390,639 shares; 2024Q4: 392,775 shares; 2025Q1: 377,600 shares; 2025Q2: 376,735 shares 376,735 $109M 1.37% -865 Timeline SCHD SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,375,745 shares; 2024Q4: 4,111,044 shares; 2025Q1: 4,090,737 shares; 2025Q2: 3,987,951 shares 3,987,951 $106M 1.32% -102,786 Timeline IJJ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 705,407 shares; 2024Q4: 705,043 shares; 2025Q1: 741,779 shares; 2025Q2: 831,931 shares 831,931 $103M 1.29% +90,152 Timeline PVAL PUTNAM ETF TRUST More: the full row for PUTNAM ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,482,578 shares 2,482,578 $99.9M 1.25% new Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 568,418 shares; 2024Q4: 567,869 shares; 2025Q1: 563,793 shares; 2025Q2: 540,599 shares 540,599 $95.9M 1.2% -23,194 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,067 shares; 2024Q4: 164,829 shares; 2025Q1: 164,840 shares; 2025Q2: 164,065 shares 164,065 $92.2M 1.16% -775 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 97,532 shares; 2024Q4: 96,271 shares; 2025Q1: 94,119 shares; 2025Q2: 92,237 shares 92,237 $91.3M 1.14% -1,882 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,509 shares; 2024Q4: 102,033 shares; 2025Q1: 102,764 shares; 2025Q2: 103,839 shares 103,839 $80.9M 1.01% +1,075 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 208,284 shares; 2024Q4: 207,902 shares; 2025Q1: 209,412 shares; 2025Q2: 212,000 shares 212,000 $77.7M 0.97% +2,588 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 218,077 shares; 2024Q4: 252,552 shares; 2025Q1: 322,904 shares; 2025Q2: 337,345 shares 337,345 $73.8M 0.92% +14,441 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 402,104 shares; 2024Q4: 380,922 shares; 2025Q1: 384,495 shares; 2025Q2: 396,225 shares 396,225 $73.5M 0.92% +11,730 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: restricted; 2024Q2: restricted; 2024Q3: 346,153 shares; 2024Q4: 353,989 shares; 2025Q1: 359,247 shares; 2025Q2: 376,947 shares 376,947 $73.2M 0.92% +17,700 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 165,197 shares; 2024Q4: 136,045 shares; 2025Q1: 136,006 shares; 2025Q2: 139,143 shares 139,143 $67.6M 0.85% +3,137 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,280 shares; 2024Q4: 65,467 shares; 2025Q1: 64,065 shares; 2025Q2: 62,957 shares 62,957 $64.7M 0.81% -1,108 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 133,282 shares; 2024Q4: 145,320 shares; 2025Q1: 149,164 shares; 2025Q2: 153,401 shares 153,401 $54.8M 0.69% +4,237 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 534,730 shares; 2024Q4: 529,310 shares; 2025Q1: 512,518 shares; 2025Q2: 503,355 shares 503,355 $54.3M 0.68% -9,163 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 341,907 shares; 2024Q4: 342,424 shares; 2025Q1: 344,647 shares; 2025Q2: 334,983 shares 334,983 $51.2M 0.64% -9,664 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 284,068 shares; 2024Q4: 309,167 shares; 2025Q1: 305,704 shares; 2025Q2: 309,801 shares 309,801 $49.4M 0.62% +4,097 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 463,394 shares; 2024Q4: 486,434 shares; 2025Q1: 492,183 shares; 2025Q2: 503,602 shares 503,602 $49.2M 0.62% +11,419 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 272,995 shares; 2024Q4: 275,224 shares; 2025Q1: 276,627 shares; 2025Q2: 269,968 shares 269,968 $49.2M 0.62% -6,659 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,633 shares; 2024Q4: 26,953 shares; 2025Q1: 33,843 shares; 2025Q2: 35,288 shares 35,288 $47.3M 0.59% +1,445 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 961,627 shares; 2024Q4: 990,642 shares; 2025Q1: 983,937 shares; 2025Q2: 990,527 shares 990,527 $46.9M 0.59% +6,590 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 426,751 shares; 2024Q4: 447,945 shares; 2025Q1: 440,002 shares; 2025Q2: 468,528 shares 468,528 $46.5M 0.58% +28,526 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 623,329 shares; 2024Q4: 639,477 shares; 2025Q1: 628,180 shares; 2025Q2: 644,460 shares 644,460 $45.6M 0.57% +16,280 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,149 shares; 2024Q4: 7,959 shares; 2025Q1: 7,727 shares; 2025Q2: 7,543 shares 7,543 $43.7M 0.55% -184 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,839 shares; 2024Q4: 266,423 shares; 2025Q1: 273,502 shares; 2025Q2: 304,492 shares 304,492 $43.6M 0.55% +30,990 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,271 shares; 2024Q4: 136,031 shares; 2025Q1: 136,368 shares; 2025Q2: 136,429 shares 136,429 $43.5M 0.55% +61 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 778,138 shares; 2024Q4: 780,699 shares; 2025Q1: 791,149 shares; 2025Q2: 814,925 shares 814,925 $42.9M 0.54% +23,776 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,992 shares; 2024Q4: 75,995 shares; 2025Q1: 77,382 shares; 2025Q2: 78,606 shares 78,606 $42.7M 0.54% +1,224 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,894 shares; 2024Q4: 118,288 shares; 2025Q1: 129,230 shares; 2025Q2: 129,276 shares 129,276 $41.4M 0.52% +46 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: restricted; 2024Q2: restricted; 2024Q3: 543,921 shares; 2024Q4: 561,937 shares; 2025Q1: 592,690 shares; 2025Q2: 604,707 shares 604,707 $40.6M 0.51% +12,017 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 205,127 shares; 2024Q4: 174,477 shares; 2025Q1: 174,347 shares; 2025Q2: 173,834 shares 173,834 $40M 0.5% -513 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 515,696 shares; 2024Q4: 517,842 shares; 2025Q1: 520,602 shares; 2025Q2: 564,875 shares 564,875 $39.2M 0.49% +44,273 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 369,372 shares; 2024Q4: 364,274 shares; 2025Q1: 360,799 shares; 2025Q2: 361,002 shares 361,002 $38.8M 0.49% +203 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 232,161 shares; 2024Q4: 231,149 shares; 2025Q1: 227,258 shares; 2025Q2: 237,313 shares 237,313 $37.8M 0.47% +10,055 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 836,386 shares; 2024Q4: 815,091 shares; 2025Q1: 770,986 shares; 2025Q2: 744,286 shares 744,286 $36.8M 0.46% -26,700 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,305 shares; 2024Q4: 107,454 shares; 2025Q1: 104,031 shares; 2025Q2: 108,986 shares 108,986 $34M 0.43% +4,955 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,888 shares; 2024Q4: 25,184 shares; 2025Q1: 24,593 shares; 2025Q2: 368,793 shares 368,793 $33.2M 0.42% +344,200 Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,224 shares; 2024Q4: 46,301 shares; 2025Q1: 43,451 shares; 2025Q2: 41,941 shares 41,941 $32.2M 0.4% -1,510 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 619,307 shares; 2024Q4: 593,030 shares; 2025Q1: 578,362 shares; 2025Q2: 563,325 shares 563,325 $31.6M 0.4% -15,037 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,500 shares; 2024Q4: 62,325 shares; 2025Q1: 61,918 shares; 2025Q2: 62,484 shares 62,484 $31.3M 0.39% +566 Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,413 shares; 2024Q4: 49,420 shares; 2025Q1: 50,238 shares; 2025Q2: 52,293 shares 52,293 $29.7M 0.37% +2,055 Timeline GLTR ABRDN PRECIOUS METALS BASKET More: the full row for ABRDN PRECIOUS METALS BASKET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 302,958 shares; 2024Q4: 280,128 shares; 2025Q1: 230,342 shares; 2025Q2: 214,960 shares 214,960 $29.7M 0.37% -15,382 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 240,003 shares; 2024Q4: 224,685 shares; 2025Q1: 228,742 shares; 2025Q2: 234,714 shares 234,714 $29.1M 0.36% +5,972 Timeline BSV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 372,512 shares; 2024Q4: 389,920 shares; 2025Q1: 359,881 shares; 2025Q2: 364,245 shares 364,245 $28.7M 0.36% +4,364 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 87,708 shares; 2024Q4: 90,777 shares; 2025Q1: 93,759 shares; 2025Q2: 97,457 shares 97,457 $28.5M 0.36% +3,698 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 163,099 shares; 2024Q4: 326,970 shares; 2025Q1: 328,460 shares; 2025Q2: 341,308 shares 341,308 $28.4M 0.36% +12,848 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 128,424 shares; 2024Q4: 127,595 shares; 2025Q1: 126,971 shares; 2025Q2: 127,696 shares 127,696 $28.3M 0.36% +725 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,414 shares; 2024Q4: 128,996 shares; 2025Q1: 129,757 shares; 2025Q2: 136,385 shares 136,385 $28.3M 0.35% +6,628 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,429 shares; 2024Q4: 89,800 shares; 2025Q1: 90,479 shares; 2025Q2: 91,062 shares 91,062 $28.1M 0.35% +583 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,400 shares; 2024Q4: 87,586 shares; 2025Q1: 81,616 shares; 2025Q2: 81,020 shares 81,020 $27.8M 0.35% -596 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,824 shares; 2024Q4: 91,826 shares; 2025Q1: 95,988 shares; 2025Q2: 95,895 shares 95,895 $26.8M 0.34% -93 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 129,769 shares; 2024Q4: 130,641 shares; 2025Q1: 130,673 shares; 2025Q2: 111,462 shares 111,462 $26M 0.33% -19,211 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 132,255 shares; 2024Q4: 131,954 shares; 2025Q1: 134,220 shares; 2025Q2: 130,114 shares 130,114 $25.7M 0.32% -4,106 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 238,502 shares; 2024Q4: 238,110 shares; 2025Q1: 239,738 shares; 2025Q2: 243,980 shares 243,980 $25.3M 0.32% +4,242 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 84,008 shares; 2024Q4: 84,239 shares; 2025Q1: 85,259 shares; 2025Q2: 85,629 shares 85,629 $25.2M 0.32% +370 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,988 shares; 2024Q4: 60,716 shares; 2025Q1: 61,236 shares; 2025Q2: 63,721 shares 63,721 $25.2M 0.32% +2,485 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,383 shares; 2024Q4: 88,979 shares; 2025Q1: 93,651 shares; 2025Q2: 96,516 shares 96,516 $24.8M 0.31% +2,865 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,064,852 shares; 2024Q4: 716,424 shares; 2025Q1: 442,716 shares; 2025Q2: 280,436 shares 280,436 $24.7M 0.31% -162,280 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 92,575 shares; 2024Q4: 91,628 shares; 2025Q1: 90,880 shares; 2025Q2: 91,159 shares 91,159 $24.4M 0.31% +279 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,711 shares; 2024Q4: 277,657 shares; 2025Q1: 284,261 shares; 2025Q2: 276,901 shares 276,901 $24.1M 0.3% -7,360 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,793 shares; 2024Q4: 81,746 shares; 2025Q1: 82,244 shares; 2025Q2: 82,576 shares 82,576 $23.9M 0.3% +332 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,514 shares; 2024Q4: 82,881 shares; 2025Q1: 86,859 shares; 2025Q2: 87,439 shares 87,439 $23.8M 0.3% +580 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 167,778 shares; 2024Q4: 167,913 shares; 2025Q1: 169,447 shares; 2025Q2: 171,265 shares 171,265 $23.3M 0.29% +1,818 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,498 shares; 2024Q4: 68,571 shares; 2025Q1: 69,261 shares; 2025Q2: 69,940 shares 69,940 $22.9M 0.29% +679 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,401 shares; 2024Q4: 24,560 shares; 2025Q1: 24,923 shares; 2025Q2: 25,341 shares 25,341 $22.7M 0.28% +418 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 526,514 shares; 2024Q4: 505,425 shares; 2025Q1: 509,284 shares; 2025Q2: 516,737 shares 516,737 $22.4M 0.28% +7,453 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,999 shares; 2024Q4: 116,606 shares; 2025Q1: 117,674 shares; 2025Q2: 121,179 shares 121,179 $22.2M 0.28% +3,505 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,996 shares; 2024Q4: 140,431 shares; 2025Q1: 142,962 shares; 2025Q2: 147,094 shares 147,094 $22M 0.28% +4,132 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 244,629 shares; 2024Q4: 230,810 shares; 2025Q1: 234,259 shares; 2025Q2: 235,237 shares 235,237 $21.9M 0.28% +978 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,264 shares; 2024Q4: 55,874 shares; 2025Q1: 57,231 shares; 2025Q2: 56,324 shares 56,324 $21.8M 0.27% -907 Timeline CP CANADIAN PACIFIC KANSAS CITY More: the full row for CANADIAN PACIFIC KANSAS CITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335,690 shares; 2024Q4: 290,822 shares; 2025Q1: 282,548 shares; 2025Q2: 270,647 shares 270,647 $21.5M 0.27% -11,901 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 72,755 shares; 2024Q4: 73,912 shares; 2025Q1: 75,000 shares; 2025Q2: 76,617 shares 76,617 $21.1M 0.26% +1,617 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 234,280 shares; 2024Q4: 231,229 shares; 2025Q1: 229,518 shares; 2025Q2: 234,928 shares 234,928 $21.1M 0.26% +5,410 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,790 shares; 2024Q4: 152,229 shares; 2025Q1: 151,818 shares; 2025Q2: 155,423 shares 155,423 $20.9M 0.26% +3,605 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 193,450 shares; 2024Q4: 193,033 shares; 2025Q1: 189,965 shares; 2025Q2: 189,534 shares 189,534 $20.9M 0.26% -431 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 267,855 shares; 2024Q4: 270,839 shares; 2025Q1: 278,796 shares; 2025Q2: 297,079 shares 297,079 $20.5M 0.26% +18,283 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,928 shares; 2024Q4: 82,891 shares; 2025Q1: 82,634 shares; 2025Q2: 85,225 shares 85,225 $20.3M 0.25% +2,591 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 301,811 shares; 2024Q4: 288,532 shares; 2025Q1: 263,994 shares; 2025Q2: 261,011 shares 261,011 $20.2M 0.25% -2,983 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 137,440 shares; 2024Q4: 137,397 shares; 2025Q1: 138,815 shares; 2025Q2: 145,045 shares 145,045 $20.1M 0.25% +6,230 ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,688 shares; 2024Q4: 79,914 shares; 2025Q1: 80,591 shares; 2025Q2: 84,401 shares 84,401 $20.1M 0.25% +3,810 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 90,973 shares; 2024Q4: 84,168 shares; 2025Q1: 82,814 shares; 2025Q2: 82,916 shares 82,916 $19.9M 0.25% +102 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,093 shares; 2024Q4: 155,749 shares; 2025Q1: 151,458 shares; 2025Q2: 149,333 shares 149,333 $19.9M 0.25% -2,125 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,458 shares; 2024Q4: 55,824 shares; 2025Q1: 59,215 shares; 2025Q2: 61,576 shares 61,576 $19.6M 0.25% +2,361 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 321,525 shares; 2024Q4: 323,526 shares; 2025Q1: 251,553 shares; 2025Q2: 242,663 shares 242,663 $19.2M 0.24% -8,890 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,315 shares; 2024Q4: 143,737 shares; 2025Q1: 145,470 shares; 2025Q2: 149,579 shares 149,579 $18.5M 0.23% +4,109 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 708,809 shares; 2024Q4: 711,006 shares; 2025Q1: 657,349 shares; 2025Q2: 622,405 shares 622,405 $18M 0.23% -34,944 Timeline IVE ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,195 shares; 2024Q4: 93,096 shares; 2025Q1: 91,730 shares; 2025Q2: 91,654 shares 91,654 $17.9M 0.22% -76 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: restricted; 2024Q2: restricted; 2024Q3: 22 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 24 shares 24 $17.5M 0.22% +2 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 93,547 shares; 2024Q4: 97,944 shares; 2025Q1: 107,018 shares; 2025Q2: 119,429 shares 119,429 $17.4M 0.22% +12,411 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 46,051 shares; 2024Q4: 46,521 shares; 2025Q1: 47,001 shares; 2025Q2: 47,966 shares 47,966 $17.1M 0.21% +965 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,537 shares; 2024Q4: 19,066 shares; 2025Q1: 20,339 shares; 2025Q2: 21,520 shares 21,520 $17M 0.21% +1,181 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,944 shares; 2024Q4: 58,929 shares; 2025Q1: 62,430 shares; 2025Q2: 62,000 shares 62,000 $16.5M 0.21% -430 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,119 shares; 2024Q4: 67,497 shares; 2025Q1: 66,845 shares; 2025Q2: 65,910 shares 65,910 $16.5M 0.21% -935 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 226,268 shares; 2024Q4: 233,050 shares; 2025Q1: 235,095 shares; 2025Q2: 238,941 shares 238,941 $16.4M 0.21% +3,846 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,518 shares; 2024Q4: 37,446 shares; 2025Q1: 171,961 shares; 2025Q2: 192,160 shares 192,160 $16.4M 0.21% +20,199 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,965 shares; 2024Q4: 30,353 shares; 2025Q1: 30,536 shares; 2025Q2: 30,644 shares 30,644 $16.2M 0.2% +108 Timeline VTEB VANGUARD MUN BD FDS More: the full row for VANGUARD MUN BD FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 362,384 shares; 2024Q4: 470,485 shares; 2025Q1: 389,564 shares; 2025Q2: 320,227 shares 320,227 $15.7M 0.2% -69,337 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,487 shares; 2024Q4: 113,758 shares; 2025Q1: 114,167 shares; 2025Q2: 113,159 shares 113,159 $15M 0.19% -1,008 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,225 shares; 2024Q4: 136,541 shares; 2025Q1: 135,470 shares; 2025Q2: 205,154 shares 205,154 $15M 0.19% +69,684 Timeline FANG DIAMONDBACK ENERGY INC More: the full row for DIAMONDBACK ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,711 shares; 2024Q4: 75,050 shares; 2025Q1: 87,548 shares; 2025Q2: 107,967 shares 107,967 $14.8M 0.19% +20,419 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: restricted; 2024Q2: restricted; 2024Q3: 81,720 shares; 2024Q4: 86,296 shares; 2025Q1: 92,271 shares; 2025Q2: 97,744 shares 97,744 $14.6M 0.18% +5,473 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,954 shares; 2024Q4: 30,395 shares; 2025Q1: 30,816 shares; 2025Q2: 31,209 shares 31,209 $14.5M 0.18% +393 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 414,139 shares; 2024Q4: 319,703 shares; 2025Q1: 358,482 shares; 2025Q2: 375,481 shares 375,481 $14.4M 0.18% +16,999 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,246 shares; 2024Q4: 51,057 shares; 2025Q1: 50,299 shares; 2025Q2: 64,739 shares 64,739 $14.3M 0.18% +14,440 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,252 shares; 2024Q4: 25,987 shares; 2025Q1: 27,333 shares; 2025Q2: 30,281 shares 30,281 $14.2M 0.18% +2,948 Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,142 shares; 2024Q4: 143,424 shares; 2025Q1: 156,780 shares; 2025Q2: 338,061 shares 338,061 $14.2M 0.18% +181,281 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,449 shares; 2024Q4: 37,882 shares; 2025Q1: 37,560 shares; 2025Q2: 36,619 shares 36,619 $14M 0.18% -941 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 118,952 shares; 2024Q4: 116,047 shares; 2025Q1: 111,557 shares; 2025Q2: 106,237 shares 106,237 $14M 0.18% -5,320 Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 223,639 shares; 2024Q4: 224,556 shares; 2025Q1: 226,913 shares; 2025Q2: 235,286 shares 235,286 $13.8M 0.17% +8,373 Timeline VV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,130 shares; 2024Q4: 47,323 shares; 2025Q1: 47,983 shares; 2025Q2: 46,938 shares 46,938 $13.4M 0.17% -1,045 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,499 shares; 2024Q4: 45,068 shares; 2025Q1: 46,551 shares; 2025Q2: 48,750 shares 48,750 $13.3M 0.17% +2,199 Timeline IJK ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 141,390 shares; 2024Q4: 145,360 shares; 2025Q1: 142,686 shares; 2025Q2: 146,234 shares 146,234 $13.3M 0.17% +3,548 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,996 shares; 2024Q4: 30,549 shares; 2025Q1: 31,035 shares; 2025Q2: 32,789 shares 32,789 $13.3M 0.17% +1,754 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,320 shares; 2024Q4: 3,411 shares; 2025Q1: 3,440 shares; 2025Q2: 3,562 shares 3,562 $13.2M 0.17% +122 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,699 shares; 2024Q4: 45,686 shares; 2025Q1: 46,067 shares; 2025Q2: 47,743 shares 47,743 $13.2M 0.17% +1,676 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 501,864 shares; 2024Q4: 434,408 shares; 2025Q1: 363,125 shares; 2025Q2: 364,559 shares 364,559 $13M 0.16% +1,434 Timeline OMC OMNICOM GROUP INC More: the full row for OMNICOM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 174,393 shares; 2024Q4: 175,439 shares; 2025Q1: 175,478 shares; 2025Q2: 176,763 shares 176,763 $12.7M 0.16% +1,285 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 128,930 shares; 2025Q1: 129,699 shares; 2025Q2: 130,061 shares 130,061 $12.7M 0.16% +362 Timeline DLR DIGITAL RLTY TR INC More: the full row for DIGITAL RLTY TR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,549 shares; 2024Q4: 70,141 shares; 2025Q1: 70,842 shares; 2025Q2: 72,217 shares 72,217 $12.6M 0.16% +1,375 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,997 shares; 2024Q4: 83,511 shares; 2025Q1: 88,206 shares; 2025Q2: 92,371 shares 92,371 $12.1M 0.15% +4,165 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,444 shares; 2024Q4: 37,615 shares; 2025Q1: 39,886 shares; 2025Q2: 54,006 shares 54,006 $12.1M 0.15% +14,120 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 430 shares; 2024Q4: 459 shares; 2025Q1: 36,675 shares; 2025Q2: 37,969 shares 37,969 $11.9M 0.15% +1,294 Timeline NDAQ NASDAQ INC More: the full row for NASDAQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140,718 shares; 2024Q4: 137,094 shares; 2025Q1: 133,891 shares; 2025Q2: 132,777 shares 132,777 $11.9M 0.15% -1,114 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 148,297 shares; 2024Q4: 133,300 shares; 2025Q1: 134,003 shares; 2025Q2: 186,472 shares 186,472 $11.6M 0.14% +52,469 Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,437 shares; 2024Q4: 3,143 shares; 2025Q1: 24,917 shares; 2025Q2: 26,327 shares 26,327 $11.5M 0.14% +1,410 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 152,800 shares; 2024Q4: 164,671 shares; 2025Q1: 164,478 shares; 2025Q2: 163,255 shares 163,255 $11.4M 0.14% -1,223 Timeline RPRX ROYALTY PHARMA PLC More: the full row for ROYALTY PHARMA PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60 shares; 2024Q4: 60 shares; 2025Q1: 247,963 shares; 2025Q2: 316,555 shares 316,555 $11.4M 0.14% +68,592 Timeline REG REGENCY CTRS CORP More: the full row for REGENCY CTRS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 130,874 shares; 2024Q4: 140,990 shares; 2025Q1: 145,724 shares; 2025Q2: 158,816 shares 158,816 $11.3M 0.14% +13,092 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 131,797 shares; 2024Q4: 139,740 shares; 2025Q1: 141,427 shares; 2025Q2: 139,030 shares 139,030 $11.2M 0.14% -2,397 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 91,500 shares; 2024Q4: 452,959 shares; 2025Q1: 435,539 shares; 2025Q2: 428,168 shares 428,168 $11.1M 0.14% -7,371 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,094 shares; 2024Q4: 20,187 shares; 2025Q1: 22,991 shares; 2025Q2: 20,950 shares 20,950 $11.1M 0.14% -2,041 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,818 shares; 2024Q4: 31,189 shares; 2025Q1: 50,602 shares; 2025Q2: 53,632 shares 53,632 $11M 0.14% +3,030 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 194,296 shares; 2024Q4: 205,583 shares; 2025Q1: 208,940 shares; 2025Q2: 227,089 shares 227,089 $11M 0.14% +18,149 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,316 shares; 2024Q4: 82,668 shares; 2025Q1: 70,616 shares; 2025Q2: 119,485 shares 119,485 $10.9M 0.14% +48,869 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 67,941 shares; 2024Q4: 69,386 shares; 2025Q1: 74,120 shares; 2025Q2: 89,819 shares 89,819 $10.9M 0.14% +15,699 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 75,742 shares; 2024Q4: 118,151 shares; 2025Q1: 146,536 shares; 2025Q2: 151,213 shares 151,213 $10.7M 0.13% +4,677 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,352 shares; 2024Q4: 60,489 shares; 2025Q1: 62,874 shares; 2025Q2: 65,408 shares 65,408 $10.6M 0.13% +2,534 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,578 shares; 2024Q4: 19,475 shares; 2025Q1: 51,094 shares; 2025Q2: 61,196 shares 61,196 $10.6M 0.13% +10,102 Timeline H HYATT HOTELS CORP More: the full row for HYATT HOTELS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 60,578 shares; 2024Q4: 69,088 shares; 2025Q1: 73,178 shares; 2025Q2: 75,342 shares 75,342 $10.5M 0.13% +2,164 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 57,857 shares; 2024Q4: 57,453 shares; 2025Q1: 54,621 shares; 2025Q2: 56,835 shares 56,835 $10.4M 0.13% +2,214 Timeline KRE SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 107,432 shares; 2024Q4: 144,578 shares; 2025Q1: 167,079 shares; 2025Q2: 173,717 shares 173,717 $10.3M 0.13% +6,638 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 202,201 shares; 2024Q4: 173,877 shares; 2025Q1: 165,663 shares; 2025Q2: 159,087 shares 159,087 $9.97M 0.12% -6,576 Timeline PSA PUBLIC STORAGE More: the full row for PUBLIC STORAGE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,327 shares; 2024Q4: 29,256 shares; 2025Q1: 31,147 shares; 2025Q2: 33,506 shares 33,506 $9.83M 0.12% +2,359 Timeline RIO RIO TINTO PLC More: the full row for RIO TINTO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,441 shares; 2024Q4: 92,844 shares; 2025Q1: 105,647 shares; 2025Q2: 168,017 shares 168,017 $9.8M 0.12% +62,370 Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,038 shares; 2024Q4: 72,489 shares; 2025Q1: 70,571 shares; 2025Q2: 72,206 shares 72,206 $9.7M 0.12% +1,635 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 79,225 shares; 2024Q4: 85,719 shares; 2025Q1: 93,736 shares; 2025Q2: 100,566 shares 100,566 $9.56M 0.12% +6,830 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248,753 shares; 2024Q4: 252,697 shares; 2025Q1: 253,489 shares; 2025Q2: 257,432 shares 257,432 $9.46M 0.12% +3,943 Timeline PWV INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 146,024 shares; 2024Q4: 145,594 shares; 2025Q1: 149,542 shares; 2025Q2: 151,182 shares 151,182 $9.39M 0.12% +1,640 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 199,859 shares; 2024Q4: 220,140 shares; 2025Q1: 232,910 shares; 2025Q2: 160,029 shares 160,029 $9.32M 0.12% -72,881 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,077 shares; 2024Q4: 109,729 shares; 2025Q1: 113,868 shares; 2025Q2: 122,475 shares 122,475 $8.9M 0.11% +8,607 Timeline WPC WP CAREY INC More: the full row for WP CAREY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 138,595 shares; 2024Q4: 131,551 shares; 2025Q1: 132,333 shares; 2025Q2: 137,483 shares 137,483 $8.58M 0.11% +5,150 Timeline QSR RESTAURANT BRANDS INTL INC More: the full row for RESTAURANT BRANDS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18 shares; 2024Q4: 18 shares; 2025Q1: 67,657 shares; 2025Q2: 128,943 shares 128,943 $8.55M 0.11% +61,286 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,528 shares; 2024Q4: 15,319 shares; 2025Q1: 15,755 shares; 2025Q2: 16,642 shares 16,642 $8.53M 0.11% +887 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,427 shares; 2024Q4: 21,279 shares; 2025Q1: 20,991 shares; 2025Q2: 21,845 shares 21,845 $8.5M 0.11% +854 Timeline GWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 291,241 shares; 2024Q4: 290,265 shares; 2025Q1: 283,469 shares; 2025Q2: 227,618 shares 227,618 $8.46M 0.11% -55,851 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 115,385 shares; 2024Q4: 115,442 shares; 2025Q1: 116,829 shares; 2025Q2: 117,889 shares 117,889 $8.14M 0.1% +1,060 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,994 shares; 2024Q4: 15,376 shares; 2025Q1: 15,211 shares; 2025Q2: 14,738 shares 14,738 $8.13M 0.1% -473 Timeline ICF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 211,921 shares; 2024Q4: 172,941 shares; 2025Q1: 148,116 shares; 2025Q2: 131,167 shares 131,167 $8.02M 0.1% -16,949 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,828 shares; 2024Q4: 26,844 shares; 2025Q1: 31,732 shares; 2025Q2: 38,694 shares 38,694 $7.86M 0.1% +6,962 Timeline KVUE KENVUE INC More: the full row for KENVUE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 314,216 shares; 2024Q4: 335,273 shares; 2025Q1: 347,789 shares; 2025Q2: 374,907 shares 374,907 $7.85M 0.1% +27,118 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,798 shares; 2024Q4: 7,822 shares; 2025Q1: 8,568 shares; 2025Q2: 9,389 shares 9,389 $7.52M 0.09% +821 Timeline GUNR FLEXSHARES TR More: the full row for FLEXSHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 797,316 shares; 2024Q4: 516,685 shares; 2025Q1: 316,956 shares; 2025Q2: 184,844 shares 184,844 $7.41M 0.09% -132,112 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,204 shares; 2024Q4: 10,367 shares; 2025Q1: 20,921 shares; 2025Q2: 24,682 shares 24,682 $7.38M 0.09% +3,761 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,809 shares; 2024Q4: 26,287 shares; 2025Q1: 43,832 shares; 2025Q2: 40,305 shares 40,305 $7.32M 0.09% -3,527 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,708 shares; 2024Q4: 103,632 shares; 2025Q1: 104,112 shares; 2025Q2: 104,111 shares 104,111 $7.23M 0.09% -1 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 6,949 shares; 2025Q1: 6,916 shares; 2025Q2: 6,785 shares 6,785 $7.12M 0.09% -131 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 49,121 shares; 2024Q4: 45,933 shares; 2025Q1: 45,452 shares; 2025Q2: 43,870 shares 43,870 $6.84M 0.09% -1,582 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,891 shares; 2024Q4: 46,145 shares; 2025Q1: 55,050 shares; 2025Q2: 64,523 shares 64,523 $6.78M 0.09% +9,473 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,422 shares; 2024Q4: 29,468 shares; 2025Q1: 34,210 shares; 2025Q2: 141,604 shares 141,604 $6.55M 0.08% +107,394 Timeline CLX CLOROX CO DEL More: the full row for CLOROX CO DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,066 shares; 2024Q4: 43,877 shares; 2025Q1: 45,396 shares; 2025Q2: 53,833 shares 53,833 $6.46M 0.08% +8,437 Timeline SHM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,164 shares; 2024Q4: 150,641 shares; 2025Q1: 140,489 shares; 2025Q2: 133,444 shares 133,444 $6.38M 0.08% -7,045 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,115 shares; 2024Q4: 33,061 shares; 2025Q1: 47,686 shares; 2025Q2: 48,624 shares 48,624 $6.3M 0.08% +938 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,312 shares; 2024Q4: 10,871 shares; 2025Q1: 13,911 shares; 2025Q2: 24,500 shares 24,500 $6.2M 0.08% +10,589 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,961 shares; 2024Q4: 21,990 shares; 2025Q1: 21,769 shares; 2025Q2: 27,738 shares 27,738 $5.99M 0.08% +5,969 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,300 shares; 2024Q4: 16,745 shares; 2025Q1: 18,845 shares; 2025Q2: 18,847 shares 18,847 $5.75M 0.07% +2 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,781 shares; 2024Q4: 24,660 shares; 2025Q1: 24,141 shares; 2025Q2: 23,540 shares 23,540 $5.72M 0.07% -601 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 419,510 shares; 2024Q4: 386,855 shares; 2025Q1: 283,449 shares; 2025Q2: 233,500 shares 233,500 $5.66M 0.07% -49,949 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 45,368 shares; 2024Q4: 44,160 shares; 2025Q1: 42,988 shares; 2025Q2: 42,424 shares 42,424 $5.66M 0.07% -564 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,454 shares; 2024Q4: 56,858 shares; 2025Q1: 68,537 shares; 2025Q2: 65,198 shares 65,198 $5.44M 0.07% -3,339 Timeline BLDR BUILDERS FIRSTSOURCE INC More: the full row for BUILDERS FIRSTSOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,154 shares; 2024Q4: 26,095 shares; 2025Q1: 29,376 shares; 2025Q2: 44,561 shares 44,561 $5.2M 0.07% +15,185 Timeline CGBL CAPITAL GROUP CORE BALANCED More: the full row for CAPITAL GROUP CORE BALANCED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,234 shares; 2024Q4: 86,742 shares; 2025Q1: 109,838 shares; 2025Q2: 155,280 shares 155,280 $5.19M 0.07% +45,442 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,056 shares; 2024Q4: 95,585 shares; 2025Q1: 95,588 shares; 2025Q2: 98,340 shares 98,340 $5.19M 0.07% +2,752 Timeline INFL LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 172,000 shares; 2024Q4: 172,000 shares; 2025Q1: 172,000 shares; 2025Q2: 122,600 shares 122,600 $5.17M 0.06% -49,400 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,088 shares; 2024Q4: 61,703 shares; 2025Q1: 61,555 shares; 2025Q2: 60,591 shares 60,591 $4.85M 0.06% -964 Timeline IWR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 51,567 shares; 2024Q4: 48,807 shares; 2025Q1: 48,931 shares; 2025Q2: 50,690 shares 50,690 $4.66M 0.06% +1,759 Timeline CUBE CUBESMART More: the full row for CUBESMART Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 101,508 shares; 2024Q4: 106,022 shares; 2025Q1: 108,126 shares; 2025Q2: 109,393 shares 109,393 $4.65M 0.06% +1,267 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,301 shares; 2024Q4: 16,231 shares; 2025Q1: 16,142 shares; 2025Q2: 16,142 shares 16,142 $4.61M 0.06% 0 Timeline TFI SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 127,246 shares; 2024Q4: 94,053 shares; 2025Q1: 91,553 shares; 2025Q2: 101,347 shares 101,347 $4.53M 0.06% +9,794 Timeline IXC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 116,356 shares; 2024Q4: 116,704 shares; 2025Q1: 116,704 shares; 2025Q2: 112,344 shares 112,344 $4.41M 0.06% -4,360 Timeline CGDG CAPITAL GROUP DIVIDEND GROWE More: the full row for CAPITAL GROUP DIVIDEND GROWE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,150 shares; 2024Q4: 83,213 shares; 2025Q1: 96,852 shares; 2025Q2: 126,457 shares 126,457 $4.25M 0.05% +29,605 Timeline CGGE CAPITAL GROUP GLOBAL EQUITY More: the full row for CAPITAL GROUP GLOBAL EQUITY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 105,263 shares; 2025Q2: 142,237 shares 142,237 $4.15M 0.05% +36,974 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,749 shares; 2024Q4: 36,743 shares; 2025Q1: 36,650 shares; 2025Q2: 36,260 shares 36,260 $4.12M 0.05% -390 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,928 shares; 2024Q4: 20,465 shares; 2025Q1: 24,132 shares; 2025Q2: 32,084 shares 32,084 $4.12M 0.05% +7,952 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,084 shares; 2024Q4: 92,851 shares; 2025Q1: 31,003 shares; 2025Q2: 28,125 shares 28,125 $3.99M 0.05% -2,878 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,785 shares; 2024Q4: 10,351 shares; 2025Q1: 9,609 shares; 2025Q2: 9,691 shares 9,691 $3.76M 0.05% +82 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,344 shares; 2024Q4: 21,841 shares; 2025Q1: 22,595 shares; 2025Q2: 23,768 shares 23,768 $3.62M 0.05% +1,173 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,424 shares; 2024Q4: 54,645 shares; 2025Q1: 53,205 shares; 2025Q2: 52,936 shares 52,936 $3.57M 0.04% -269 Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,245 shares; 2024Q4: 14,871 shares; 2025Q1: 39,506 shares; 2025Q2: 67,551 shares 67,551 $3.54M 0.04% +28,045 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,635 shares; 2024Q4: 10,639 shares; 2025Q1: 10,717 shares; 2025Q2: 10,795 shares 10,795 $3.52M 0.04% +78 Timeline CGUS CAPITAL GROUP CORE EQUITY ET More: the full row for CAPITAL GROUP CORE EQUITY ET Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,858 shares; 2024Q4: 38,461 shares; 2025Q1: 57,115 shares; 2025Q2: 93,425 shares 93,425 $3.45M 0.04% +36,310 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 469 shares; 2024Q4: 6,307 shares; 2025Q1: 6,868 shares; 2025Q2: 6,423 shares 6,423 $3.37M 0.04% -445 Timeline CGMS CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,764 shares; 2024Q4: 80,714 shares; 2025Q1: 94,607 shares; 2025Q2: 121,889 shares 121,889 $3.37M 0.04% +27,282 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,597 shares; 2024Q4: 21,303 shares; 2025Q1: 23,582 shares; 2025Q2: 30,458 shares 30,458 $3.33M 0.04% +6,876 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,525 shares; 2024Q4: 16,327 shares; 2025Q1: 15,781 shares; 2025Q2: 15,700 shares 15,700 $3.29M 0.04% -81 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,516 shares; 2024Q4: 16,086 shares; 2025Q1: 13,667 shares; 2025Q2: 12,828 shares 12,828 $3.28M 0.04% -839 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,963 shares; 2024Q4: 22,866 shares; 2025Q1: 22,951 shares; 2025Q2: 24,162 shares 24,162 $3.11M 0.04% +1,211 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,831 shares; 2024Q4: 19,288 shares; 2025Q1: 18,578 shares; 2025Q2: 26,012 shares 26,012 $3.1M 0.04% +7,434 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,256 shares; 2024Q4: 39,243 shares; 2025Q1: 45,645 shares; 2025Q2: 43,905 shares 43,905 $3.09M 0.04% -1,740 Timeline CFR CULLEN FROST BANKERS INC More: the full row for CULLEN FROST BANKERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,453 shares; 2024Q4: 41,704 shares; 2025Q1: 38,275 shares; 2025Q2: 23,903 shares 23,903 $3.07M 0.04% -14,372 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,834 shares; 2024Q4: 25,098 shares; 2025Q1: 21,635 shares; 2025Q2: 21,122 shares 21,122 $2.94M 0.04% -513 Timeline CGDV CAPITAL GROUP DIVIDEND VALUE More: the full row for CAPITAL GROUP DIVIDEND VALUE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,702 shares; 2024Q4: 28,100 shares; 2025Q1: 39,977 shares; 2025Q2: 74,138 shares 74,138 $2.93M 0.04% +34,161 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,731 shares; 2024Q4: 11,270 shares; 2025Q1: 11,384 shares; 2025Q2: 13,389 shares 13,389 $2.85M 0.04% +2,005 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,876 shares; 2024Q4: 10,208 shares; 2025Q1: 10,397 shares; 2025Q2: 11,260 shares 11,260 $2.78M 0.03% +863 Timeline CGGR CAPITAL GROUP GROWTH ETF More: the full row for CAPITAL GROUP GROWTH ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,065 shares; 2024Q4: 41,749 shares; 2025Q1: 51,383 shares; 2025Q2: 66,449 shares 66,449 $2.7M 0.03% +15,066 Timeline TROW PRICE T ROWE GROUP INC More: the full row for PRICE T ROWE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 28,143 shares; 2024Q4: 28,187 shares; 2025Q1: 27,312 shares; 2025Q2: 27,312 shares 27,312 $2.64M 0.03% 0 Timeline VBR VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,156 shares; 2024Q4: 9,454 shares; 2025Q1: 9,339 shares; 2025Q2: 13,412 shares 13,412 $2.62M 0.03% +4,073 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2 shares; 2024Q4: 177 shares; 2025Q1: 277 shares; 2025Q2: 1,710 shares 1,710 $2.6M 0.03% +1,433 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,464 shares; 2024Q4: 28,359 shares; 2025Q1: 28,266 shares; 2025Q2: 27,898 shares 27,898 $2.54M 0.03% -368 Timeline VYM VANGUARD WHITEHALL FDS More: the full row for VANGUARD WHITEHALL FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,780 shares; 2024Q4: 15,639 shares; 2025Q1: 16,691 shares; 2025Q2: 18,826 shares 18,826 $2.51M 0.03% +2,135 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,159 shares; 2024Q4: 6,040 shares; 2025Q1: 6,484 shares; 2025Q2: 8,200 shares 8,200 $2.49M 0.03% +1,716 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,850 shares; 2024Q4: 33,309 shares; 2025Q1: 31,828 shares; 2025Q2: 8,779 shares 8,779 $2.48M 0.03% -23,049 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 2,091 shares; 2025Q1: 3,014 shares; 2025Q2: 24,031 shares 24,031 $2.46M 0.03% +21,017 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,924 shares; 2024Q4: 16,117 shares; 2025Q1: 16,423 shares; 2025Q2: 17,405 shares 17,405 $2.45M 0.03% +982 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,314 shares; 2024Q4: 5,794 shares; 2025Q1: 9,944 shares; 2025Q2: 18,134 shares 18,134 $2.44M 0.03% +8,190 Timeline TOL TOLL BROTHERS INC More: the full row for TOLL BROTHERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,700 shares; 2024Q4: 21,547 shares; 2025Q1: 21,220 shares; 2025Q2: 21,220 shares 21,220 $2.42M 0.03% 0 Timeline CGCB CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,400 shares; 2024Q4: 51,993 shares; 2025Q1: 65,414 shares; 2025Q2: 89,177 shares 89,177 $2.35M 0.03% +23,763 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,373 shares; 2024Q4: 13,103 shares; 2025Q1: 12,889 shares; 2025Q2: 12,700 shares 12,700 $2.33M 0.03% -189 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,948 shares; 2024Q4: 59,613 shares; 2025Q1: 59,915 shares; 2025Q2: 51,384 shares 51,384 $2.33M 0.03% -8,531 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39,001 shares; 2024Q4: 37,927 shares; 2025Q1: 24,783 shares; 2025Q2: 22,893 shares 22,893 $2.31M 0.03% -1,890 Timeline CGGO CAPITAL GROUP GBL GROWTH EQT More: the full row for CAPITAL GROUP GBL GROWTH EQT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,160 shares; 2024Q4: 40,911 shares; 2025Q1: 51,936 shares; 2025Q2: 71,835 shares 71,835 $2.3M 0.03% +19,899 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,626 shares; 2024Q4: 2,733 shares; 2025Q1: 2,883 shares; 2025Q2: 3,117 shares 3,117 $2.28M 0.03% +234 Timeline MOO VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,000 shares; 2024Q4: 31,000 shares; 2025Q1: 31,000 shares; 2025Q2: 31,000 shares 31,000 $2.28M 0.03% 0 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,427 shares; 2024Q4: 16,716 shares; 2025Q1: 16,691 shares; 2025Q2: 21,282 shares 21,282 $2.26M 0.03% +4,591 Timeline RNR RENAISSANCERE HLDGS LTD More: the full row for RENAISSANCERE HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,079 shares; 2024Q4: 9,079 shares; 2025Q1: 9,079 shares; 2025Q2: 9,279 shares 9,279 $2.25M 0.03% +200 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 782 shares; 2024Q4: 735 shares; 2025Q1: 17 shares; 2025Q2: 3,049 shares 3,049 $2.23M 0.03% +3,032 Timeline PB PROSPERITY BANCSHARES INC More: the full row for PROSPERITY BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,680 shares; 2024Q4: 31,680 shares; 2025Q1: 31,680 shares; 2025Q2: 31,680 shares 31,680 $2.23M 0.03% 0 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,030 shares; 2024Q4: 12,421 shares; 2025Q1: 19,270 shares; 2025Q2: 22,878 shares 22,878 $2.19M 0.03% +3,608 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,425 shares; 2024Q4: 16,102 shares; 2025Q1: 13,875 shares; 2025Q2: 12,961 shares 12,961 $2.15M 0.03% -914 Timeline FFIN FIRST FINL BANKSHARES INC More: the full row for FIRST FINL BANKSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 66,962 shares; 2024Q4: 66,962 shares; 2025Q1: 66,962 shares; 2025Q2: 58,762 shares 58,762 $2.11M 0.03% -8,200 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,348 shares; 2025Q1: 4,737 shares; 2025Q2: 3,819 shares 3,819 $2.04M 0.03% -918 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,820 shares; 2024Q4: 4,199 shares; 2025Q1: 3,369 shares; 2025Q2: 3,225 shares 3,225 $2M 0.03% -144 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 142,856 shares; 2024Q4: 124,591 shares; 2025Q1: 84,455 shares; 2025Q2: 89,111 shares 89,111 $2M 0.03% +4,656 Timeline CGCP CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 44,255 shares; 2024Q4: 53,348 shares; 2025Q1: 63,508 shares; 2025Q2: 87,190 shares 87,190 $1.96M 0.02% +23,682 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,941 shares; 2024Q4: 11,584 shares; 2025Q1: 11,027 shares; 2025Q2: 11,600 shares 11,600 $1.95M 0.02% +573 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 747 shares; 2024Q4: 747 shares; 2025Q1: 43 shares; 2025Q2: 34,250 shares 34,250 $1.92M 0.02% +34,207 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,565 shares; 2024Q4: 3,617 shares; 2025Q1: 3,554 shares; 2025Q2: 3,554 shares 3,554 $1.91M 0.02% 0 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,457 shares; 2024Q4: 17,431 shares; 2025Q1: 18,416 shares; 2025Q2: 19,093 shares 19,093 $1.86M 0.02% +677 Timeline TRMB TRIMBLE INC More: the full row for TRIMBLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,828 shares; 2024Q4: 22,969 shares; 2025Q1: 24,453 shares; 2025Q2: 24,265 shares 24,265 $1.84M 0.02% -188 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: restricted; 2024Q2: restricted; 2024Q3: 4,573 shares; 2024Q4: 4,727 shares; 2025Q1: 7,163 shares; 2025Q2: 16,650 shares 16,650 $1.81M 0.02% +9,487 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,147 shares; 2024Q4: 5,412 shares; 2025Q1: 5,310 shares; 2025Q2: 5,310 shares 5,310 $1.76M 0.02% 0 Timeline PBP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,772 shares; 2024Q4: 116,422 shares; 2025Q1: 132,105 shares; 2025Q2: 77,965 shares 77,965 $1.7M 0.02% -54,140 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,643 shares; 2024Q4: 6,138 shares; 2025Q1: 6,907 shares; 2025Q2: 7,568 shares 7,568 $1.69M 0.02% +661 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,235 shares; 2024Q4: 15,454 shares; 2025Q1: 15,726 shares; 2025Q2: 15,886 shares 15,886 $1.68M 0.02% +160 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,732 shares; 2024Q4: 14,375 shares; 2025Q1: 14,009 shares; 2025Q2: 13,844 shares 13,844 $1.63M 0.02% -165 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,864 shares; 2024Q4: 1,791 shares; 2025Q1: 2,394 shares; 2025Q2: 10,945 shares 10,945 $1.61M 0.02% +8,551 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,525 shares; 2024Q4: 115,328 shares; 2025Q1: 81,804 shares; 2025Q2: 12,457 shares 12,457 $1.61M 0.02% -69,347 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,893 shares; 2024Q4: 12,102 shares; 2025Q1: 13,625 shares; 2025Q2: 19,023 shares 19,023 $1.58M 0.02% +5,398 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,050 shares; 2024Q4: 18,108 shares; 2025Q1: 18,097 shares; 2025Q2: 18,501 shares 18,501 $1.56M 0.02% +404 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: restricted; 2024Q2: restricted; 2024Q3: 2,293 shares; 2024Q4: 2,367 shares; 2025Q1: 3,510 shares; 2025Q2: 7,153 shares 7,153 $1.55M 0.02% +3,643 Timeline BAX BAXTER INTL INC More: the full row for BAXTER INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 113,274 shares; 2024Q4: 62,208 shares; 2025Q1: 94,027 shares; 2025Q2: 50,854 shares 50,854 $1.54M 0.02% -43,173 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,752 shares; 2024Q4: 54,416 shares; 2025Q1: 84,653 shares; 2025Q2: 49,489 shares 49,489 $1.53M 0.02% -35,164 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,147 shares; 2024Q4: 7,159 shares; 2025Q1: 7,208 shares; 2025Q2: 6,558 shares 6,558 $1.5M 0.02% -650 Timeline CGMU CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,373 shares; 2024Q4: 4,679 shares; 2025Q1: 33,890 shares; 2025Q2: 55,926 shares 55,926 $1.49M 0.02% +22,036 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,589 shares; 2024Q4: 10,840 shares; 2025Q1: 24,026 shares; 2025Q2: 24,215 shares 24,215 $1.45M 0.02% +189 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,038 shares; 2024Q4: 3,105 shares; 2025Q1: 2,561 shares; 2025Q2: 2,557 shares 2,557 $1.45M 0.02% -4 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,176 shares; 2024Q4: 28,273 shares; 2025Q1: 26,035 shares; 2025Q2: 27,618 shares 27,618 $1.41M 0.02% +1,583 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 68,358 shares; 2024Q4: 30,730 shares; 2025Q1: 6,860 shares; 2025Q2: 6,035 shares 6,035 $1.41M 0.02% -825 Timeline SSNC SS&C TECH HLDGS More: the full row for SS&C TECH HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,021 shares; 2024Q4: 16,885 shares; 2025Q1: 16,885 shares; 2025Q2: 16,954 shares 16,954 $1.4M 0.02% +69 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: restricted; 2024Q2: restricted; 2024Q3: 23,979 shares; 2024Q4: 24,012 shares; 2025Q1: 24,064 shares; 2025Q2: 24,263 shares 24,263 $1.4M 0.02% +199 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,271 shares; 2024Q4: 23,092 shares; 2025Q1: 17,404 shares; 2025Q2: 21,200 shares 21,200 $1.36M 0.02% +3,796 Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 818 shares; 2024Q4: 8,243 shares; 2025Q1: 24,999 shares; 2025Q2: 25,568 shares 25,568 $1.33M 0.02% +569 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,416 shares; 2024Q4: 4,463 shares; 2025Q1: 4,176 shares; 2025Q2: 4,423 shares 4,423 $1.33M 0.02% +247 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: restricted; 2024Q2: restricted; 2024Q3: 4,538 shares; 2024Q4: 8,533 shares; 2025Q1: 14,622 shares; 2025Q2: 18,606 shares 18,606 $1.33M 0.02% +3,984 Timeline JEPI J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,361 shares; 2024Q4: 20,614 shares; 2025Q1: 17,850 shares; 2025Q2: 23,253 shares 23,253 $1.32M 0.02% +5,403 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,256 shares; 2024Q4: 18,064 shares; 2025Q1: 17,677 shares; 2025Q2: 16,854 shares 16,854 $1.32M 0.02% -823 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,252 shares; 2024Q4: 5,749 shares; 2025Q1: 5,853 shares; 2025Q2: 5,785 shares 5,785 $1.31M 0.02% -68 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,379 shares; 2024Q4: 4,379 shares; 2025Q1: 4,410 shares; 2025Q2: 4,379 shares 4,379 $1.29M 0.02% -31 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,374 shares; 2024Q4: 9,604 shares; 2025Q1: 9,667 shares; 2025Q2: 10,494 shares 10,494 $1.27M 0.02% +827 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,980 shares; 2024Q4: 4,870 shares; 2025Q1: 4,658 shares; 2025Q2: 4,679 shares 4,679 $1.26M 0.02% +21 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,667 shares; 2024Q4: 4,882 shares; 2025Q1: 5,300 shares; 2025Q2: 5,709 shares 5,709 $1.25M 0.02% +409 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,644 shares; 2024Q4: 15,196 shares; 2025Q1: 33,830 shares; 2025Q2: 21,774 shares 21,774 $1.24M 0.02% -12,056 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 78,264 shares; 2024Q4: 68,756 shares; 2025Q1: 68,059 shares; 2025Q2: 68,099 shares 68,099 $1.23M 0.02% +40 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,009 shares; 2024Q4: 13,560 shares; 2025Q1: 13,619 shares; 2025Q2: 13,495 shares 13,495 $1.23M 0.02% -124 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,614 shares; 2024Q4: 16,731 shares; 2025Q1: 15,976 shares; 2025Q2: 16,938 shares 16,938 $1.21M 0.02% +962 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,233 shares; 2024Q4: 18,038 shares; 2025Q1: 17,202 shares; 2025Q2: 15,232 shares 15,232 $1.19M 0.01% -1,970 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,930 shares; 2024Q4: 5,664 shares; 2025Q1: 5,642 shares; 2025Q2: 5,877 shares 5,877 $1.18M 0.01% +235 Timeline XLG INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,066 shares; 2024Q4: 22,104 shares; 2025Q1: 22,147 shares; 2025Q2: 22,335 shares 22,335 $1.16M 0.01% +188 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,512 shares; 2024Q4: 14,345 shares; 2025Q1: 14,337 shares; 2025Q2: 14,389 shares 14,389 $1.16M 0.01% +52 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,853 shares; 2024Q4: 3,731 shares; 2025Q1: 3,898 shares; 2025Q2: 3,459 shares 3,459 $1.14M 0.01% -439 Timeline FBND FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,668 shares; 2024Q4: 5,638 shares; 2025Q1: 11,984 shares; 2025Q2: 24,914 shares 24,914 $1.14M 0.01% +12,930 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,447 shares; 2024Q4: 3,140 shares; 2025Q1: 3,175 shares; 2025Q2: 3,615 shares 3,615 $1.13M 0.01% +440 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,833 shares; 2024Q4: 26,179 shares; 2025Q1: 21,151 shares; 2025Q2: 21,263 shares 21,263 $1.11M 0.01% +112 Timeline IYY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,235 shares; 2024Q4: 7,257 shares; 2025Q1: 7,276 shares; 2025Q2: 7,293 shares 7,293 $1.1M 0.01% +17 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,691 shares; 2024Q4: 16,371 shares; 2025Q1: 37,018 shares; 2025Q2: 37,049 shares 37,049 $1.08M 0.01% +31 Timeline WTRG ESSENTIAL UTILS INC More: the full row for ESSENTIAL UTILS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,227 shares; 2024Q4: 34,149 shares; 2025Q1: 30,372 shares; 2025Q2: 29,033 shares 29,033 $1.08M 0.01% -1,339 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,821 shares; 2024Q4: 11,821 shares; 2025Q1: 13,411 shares; 2025Q2: 9,623 shares 9,623 $1.06M 0.01% -3,788 Timeline UBS UBS GROUP AG More: the full row for UBS GROUP AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,081 shares; 2024Q4: 8,875 shares; 2025Q1: 6,798 shares; 2025Q2: 30,923 shares 30,923 $1.05M 0.01% +24,125 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,166 shares; 2024Q4: 10,288 shares; 2025Q1: 9,725 shares; 2025Q2: 5,533 shares 5,533 $1.03M 0.01% -4,192 Timeline DFAU DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 34,350 shares; 2024Q4: 34,350 shares; 2025Q1: 24,350 shares; 2025Q2: 24,350 shares 24,350 $1.03M 0.01% 0 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,806 shares; 2024Q4: 13,714 shares; 2025Q1: 13,795 shares; 2025Q2: 13,815 shares 13,815 $1.02M 0.01% +20 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,331 shares; 2024Q4: 12,328 shares; 2025Q1: 8,013 shares; 2025Q2: 8,013 shares 8,013 $1.02M 0.01% 0 Timeline CGMM CAPITAL GROUP EQUITY ETF TR More: the full row for CAPITAL GROUP EQUITY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,251 shares; 2025Q2: 37,685 shares 37,685 $1.01M 0.01% +9,434 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,514 shares; 2024Q4: 9,974 shares; 2025Q1: 9,854 shares; 2025Q2: 11,037 shares 11,037 $1.01M 0.01% +1,183 Timeline BUD ANHEUSER BUSCH INBEV SA NV More: the full row for ANHEUSER BUSCH INBEV SA NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,553 shares; 2024Q4: 15,553 shares; 2025Q1: 14,589 shares; 2025Q2: 14,589 shares 14,589 $1M 0.01% 0 Timeline BKLN INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 42,901 shares; 2024Q4: 45,630 shares; 2025Q1: 46,135 shares; 2025Q2: 47,164 shares 47,164 $987K 0.01% +1,029 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,435 shares; 2024Q4: 6,520 shares; 2025Q1: 7,170 shares; 2025Q2: 7,719 shares 7,719 $979K 0.01% +549 Timeline WES WESTERN MIDSTREAM PARTNERS L More: the full row for WESTERN MIDSTREAM PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,756 shares; 2024Q4: 24,756 shares; 2025Q1: 24,756 shares; 2025Q2: 24,756 shares 24,756 $958K 0.01% 0 Timeline CNH CNH INDL N V More: the full row for CNH INDL N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,252 shares; 2024Q4: 73,092 shares; 2025Q1: 73,092 shares; 2025Q2: 73,233 shares 73,233 $949K 0.01% +141 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,038 shares; 2024Q4: 5,915 shares; 2025Q1: 5,858 shares; 2025Q2: 5,613 shares 5,613 $947K 0.01% -245 Timeline XLE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,257 shares; 2024Q4: 7,279 shares; 2025Q1: 7,689 shares; 2025Q2: 11,151 shares 11,151 $946K 0.01% +3,462 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,436 shares; 2024Q4: 10,106 shares; 2025Q1: 10,159 shares; 2025Q2: 8,498 shares 8,498 $942K 0.01% -1,661 Timeline BWA BORGWARNER INC More: the full row for BORGWARNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,857 shares; 2024Q4: 27,775 shares; 2025Q1: 27,909 shares; 2025Q2: 27,909 shares 27,909 $934K 0.01% 0 Timeline HAS HASBRO INC More: the full row for HASBRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,667 shares; 2024Q4: 12,705 shares; 2025Q1: 12,606 shares; 2025Q2: 12,638 shares 12,638 $933K 0.01% +32 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,223 shares; 2024Q4: 11,097 shares; 2025Q1: 13,761 shares; 2025Q2: 18,450 shares 18,450 $913K 0.01% +4,689 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,712 shares; 2024Q4: 5,221 shares; 2025Q1: 5,320 shares; 2025Q2: 5,209 shares 5,209 $897K 0.01% -111 Timeline BSM BLACK STONE MINERALS L P More: the full row for BLACK STONE MINERALS L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 71,121 shares; 2024Q4: 70,859 shares; 2025Q1: 67,359 shares; 2025Q2: 67,359 shares 67,359 $881K 0.01% 0 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,150 shares; 2024Q4: 39,852 shares; 2025Q1: 36,852 shares; 2025Q2: 36,852 shares 36,852 $878K 0.01% 0 Timeline HSY HERSHEY CO More: the full row for HERSHEY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,899 shares; 2024Q4: 3,994 shares; 2025Q1: 4,328 shares; 2025Q2: 5,278 shares 5,278 $876K 0.01% +950 Timeline WY WEYERHAEUSER CO More: the full row for WEYERHAEUSER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,002 shares; 2024Q4: 46,684 shares; 2025Q1: 45,859 shares; 2025Q2: 33,347 shares 33,347 $857K 0.01% -12,512 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 338 shares; 2024Q4: 1,658 shares; 2025Q1: 2,729 shares; 2025Q2: 3,924 shares 3,924 $856K 0.01% +1,195 Timeline VGK VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,835 shares; 2024Q4: 16,835 shares; 2025Q1: 10,918 shares; 2025Q2: 10,918 shares 10,918 $846K 0.01% 0 Timeline FCOR FIDELITY MERRIMACK STR TR More: the full row for FIDELITY MERRIMACK STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,500 shares; 2024Q4: 14,870 shares; 2025Q1: 15,519 shares; 2025Q2: 17,720 shares 17,720 $838K 0.01% +2,201 Timeline AMLP ALPS ETF TR More: the full row for ALPS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,539 shares; 2024Q4: 15,539 shares; 2025Q1: 17,064 shares; 2025Q2: 17,064 shares 17,064 $834K 0.01% 0 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,349 shares; 2024Q4: 1,391 shares; 2025Q1: 1,451 shares; 2025Q2: 1,512 shares 1,512 $830K 0.01% +61 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 459 shares; 2024Q4: 4,874 shares; 2025Q1: 5,441 shares; 2025Q2: 23,888 shares 23,888 $824K 0.01% +18,447 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,195 shares; 2024Q4: 2,718 shares; 2025Q1: 2,865 shares; 2025Q2: 2,825 shares 2,825 $824K 0.01% -40 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: restricted; 2024Q2: restricted; 2024Q3: 4,956 shares; 2024Q4: 4,835 shares; 2025Q1: 5,285 shares; 2025Q2: 5,207 shares 5,207 $821K 0.01% -78 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,419 shares; 2024Q4: 11,694 shares; 2025Q1: 3,339 shares; 2025Q2: 10,019 shares 10,019 $818K 0.01% +6,680 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 11,186 shares; 2025Q1: 11,635 shares; 2025Q2: 12,162 shares 12,162 $816K 0.01% +527 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,512 shares; 2024Q4: 7,563 shares; 2025Q1: 7,503 shares; 2025Q2: 7,579 shares 7,579 $814K 0.01% +76 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,122 shares; 2024Q4: 6,136 shares; 2025Q1: 4,959 shares; 2025Q2: 5,413 shares 5,413 $802K 0.01% +454 Timeline ALC ALCON AG More: the full row for ALCON AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,844 shares; 2024Q4: 6,491 shares; 2025Q1: 6,733 shares; 2025Q2: 9,067 shares 9,067 $800K 0.01% +2,334 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,913 shares; 2024Q4: 36,786 shares; 2025Q1: 30,330 shares; 2025Q2: 27,042 shares 27,042 $795K 0.01% -3,288 Timeline RUSHB RUSH ENTERPRISES INC More: the full row for RUSH ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000 $787K 0.01% 0 Timeline IYR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,727 shares; 2024Q4: 7,793 shares; 2025Q1: 8,374 shares; 2025Q2: 8,187 shares 8,187 $776K 0.01% -187 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,494 shares; 2024Q4: 11,260 shares; 2025Q1: 10,831 shares; 2025Q2: 10,412 shares 10,412 $775K 0.01% -419 Timeline IWS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,674 shares; 2024Q4: 4,888 shares; 2025Q1: 5,026 shares; 2025Q2: 5,859 shares 5,859 $774K 0.01% +833 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 400 shares; 2025Q1: 400 shares; 2025Q2: 8,496 shares 8,496 $774K 0.01% +8,096 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,610 shares; 2024Q4: 7,177 shares; 2025Q1: 8,831 shares; 2025Q2: 10,091 shares 10,091 $764K 0.01% +1,260 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,299 shares; 2024Q4: 4,311 shares; 2025Q1: 4,319 shares; 2025Q2: 4,346 shares 4,346 $763K 0.01% +27 Timeline QQQM INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,401 shares; 2024Q4: 4,436 shares; 2025Q1: 2,766 shares; 2025Q2: 3,328 shares 3,328 $756K 0.01% +562 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,551 shares; 2025Q2: 11,481 shares 11,481 $752K 0.01% +4,930 Timeline CGNG CAPITAL GROUP NEW GEOGRAPHY More: the full row for CAPITAL GROUP NEW GEOGRAPHY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 19,484 shares; 2025Q2: 26,009 shares 26,009 $749K 0.01% +6,525 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,470 shares; 2024Q4: 15,675 shares; 2025Q1: 15,802 shares; 2025Q2: 16,598 shares 16,598 $714K 0.01% +796 Timeline ARCC ARES CAPITAL CORP More: the full row for ARES CAPITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,205 shares; 2024Q4: 38,556 shares; 2025Q1: 31,705 shares; 2025Q2: 32,245 shares 32,245 $708K 0.01% +540 Timeline IBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,572 shares; 2024Q4: 5,654 shares; 2025Q1: 5,572 shares; 2025Q2: 5,572 shares 5,572 $705K 0.01% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995 shares; 2024Q4: 795 shares; 2025Q1: 1,147 shares; 2025Q2: 1,385 shares 1,385 $704K 0.01% +238 Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,060 shares; 2024Q4: 8,914 shares; 2025Q1: 9,019 shares; 2025Q2: 9,199 shares 9,199 $703K 0.01% +180 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,543 shares; 2024Q4: 17,627 shares; 2025Q1: 17,041 shares; 2025Q2: 16,904 shares 16,904 $703K 0.01% -137 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,384 shares; 2024Q4: 4,285 shares; 2025Q1: 6,148 shares; 2025Q2: 5,815 shares 5,815 $695K 0.01% -333 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,037 shares; 2024Q4: 10,124 shares; 2025Q1: 11,562 shares; 2025Q2: 16,693 shares 16,693 $691K 0.01% +5,131 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 112,564 shares; 2024Q4: 113,262 shares; 2025Q1: 110,246 shares; 2025Q2: 6,980 shares 6,980 $691K 0.01% -103,266 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,790 shares 32,790 $683K 0.01% new Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,587 shares; 2024Q4: 7,955 shares; 2025Q1: 8,014 shares; 2025Q2: 7,392 shares 7,392 $679K 0.01% -622 Timeline GDDY GODADDY INC More: the full row for GODADDY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,837 shares; 2024Q4: 3,672 shares; 2025Q1: 3,875 shares; 2025Q2: 3,747 shares 3,747 $675K 0.01% -128 Timeline XLP SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,286 shares; 2024Q4: 2,483 shares; 2025Q1: 5,972 shares; 2025Q2: 8,255 shares 8,255 $668K 0.01% +2,283 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,945 shares; 2024Q4: 5,645 shares; 2025Q1: 5,619 shares; 2025Q2: 6,295 shares 6,295 $665K 0.01% +676 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,816 shares; 2024Q4: 6,842 shares; 2025Q1: 6,815 shares; 2025Q2: 6,262 shares 6,262 $660K 0.01% -553 Timeline HWC HANCOCK WHITNEY CORPORATION More: the full row for HANCOCK WHITNEY CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,500 shares; 2024Q4: 11,566 shares; 2025Q1: 11,885 shares; 2025Q2: 11,500 shares 11,500 $660K 0.01% -385 Timeline FLCB FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,801 shares; 2024Q4: 31,385 shares; 2025Q1: 31,474 shares; 2025Q2: 30,426 shares 30,426 $655K 0.01% -1,048 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,063 shares; 2024Q4: 2,066 shares; 2025Q1: 2,069 shares; 2025Q2: 2,072 shares 2,072 $650K 0.01% +3 Timeline IFF INTERNATIONAL FLAVORS&FRAGRA More: the full row for INTERNATIONAL FLAVORS&FRAGRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,245 shares; 2024Q4: 8,217 shares; 2025Q1: 8,217 shares; 2025Q2: 8,804 shares 8,804 $648K 0.01% +587 Timeline IAU ISHARES GOLD TR More: the full row for ISHARES GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 140 shares; 2024Q4: 4,237 shares; 2025Q1: 4,237 shares; 2025Q2: 10,249 shares 10,249 $639K 0.01% +6,012 Timeline FDMO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,192 shares; 2024Q4: 2,744 shares; 2025Q1: 7,364 shares; 2025Q2: 8,384 shares 8,384 $636K 0.01% +1,020 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,197 shares; 2024Q4: 1,137 shares; 2025Q1: 1,210 shares; 2025Q2: 1,246 shares 1,246 $623K 0.01% +36 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,671 shares; 2024Q4: 10,603 shares; 2025Q1: 10,938 shares; 2025Q2: 10,946 shares 10,946 $619K 0.01% +8 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,771 shares; 2024Q4: 13,135 shares; 2025Q1: 12,975 shares; 2025Q2: 14,520 shares 14,520 $619K 0.01% +1,545 Timeline O REALTY INCOME CORP More: the full row for REALTY INCOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,511 shares; 2024Q4: 10,888 shares; 2025Q1: 10,757 shares; 2025Q2: 10,708 shares 10,708 $617K 0.01% -49 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,539 shares; 2024Q4: 1,183 shares; 2025Q1: 1,184 shares; 2025Q2: 7,475 shares 7,475 $610K 0.01% +6,291 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,979 shares; 2024Q4: 1,987 shares; 2025Q1: 2,965 shares; 2025Q2: 3,314 shares 3,314 $600K 0.01% +349 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,157 shares; 2024Q4: 5,157 shares; 2025Q1: 5,856 shares; 2025Q2: 6,139 shares 6,139 $590K 0.01% +283 Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,022 shares; 2024Q4: 12,000 shares; 2025Q1: 10,699 shares; 2025Q2: 7,721 shares 7,721 $574K 0.01% -2,978 Timeline WCN WASTE CONNECTIONS INC More: the full row for WASTE CONNECTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,960 shares; 2024Q4: 2,960 shares; 2025Q1: 3,005 shares; 2025Q2: 3,053 shares 3,053 $570K 0.01% +48 Timeline QUS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,633 shares; 2024Q4: 4,483 shares; 2025Q1: 3,483 shares; 2025Q2: 3,483 shares 3,483 $568K 0.01% 0 Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,829 shares; 2024Q4: 15,648 shares; 2025Q1: 13,264 shares; 2025Q2: 10,828 shares 10,828 $561K 0.01% -2,436 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,944 shares; 2024Q4: 7,487 shares; 2025Q1: 7,600 shares; 2025Q2: 8,928 shares 8,928 $561K 0.01% +1,328 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 248 shares; 2024Q4: 522 shares; 2025Q1: 977 shares; 2025Q2: 1,334 shares 1,334 $561K 0.01% +357 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 119,824 shares; 2024Q4: 19,865 shares; 2025Q1: 7,790 shares; 2025Q2: 5,668 shares 5,668 $559K 0.01% -2,122 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,252 shares; 2024Q4: 7,189 shares; 2025Q1: 8,512 shares; 2025Q2: 8,976 shares 8,976 $549K 0.01% +464 TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,183 shares; 2024Q4: 1,294 shares; 2025Q1: 1,967 shares; 2025Q2: 2,423 shares 2,423 $549K 0.01% +456 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,172 shares; 2024Q4: 4,851 shares; 2025Q1: 4,910 shares; 2025Q2: 6,280 shares 6,280 $548K 0.01% +1,370 Timeline IEX IDEX CORP More: the full row for IDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,748 shares; 2024Q4: 3,027 shares; 2025Q1: 3,052 shares; 2025Q2: 3,112 shares 3,112 $546K 0.01% +60 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,293 shares; 2024Q4: 5,330 shares; 2025Q1: 5,447 shares; 2025Q2: 5,335 shares 5,335 $538K 0.01% -112 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 121 shares; 2024Q4: 203 shares; 2025Q1: 365 shares; 2025Q2: 515 shares 515 $535K 0.01% +150 Timeline SLB SLB LIMITED More: the full row for SLB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,650 shares; 2024Q4: 19,071 shares; 2025Q1: 19,623 shares; 2025Q2: 15,794 shares 15,794 $534K 0.01% -3,829 Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,429 shares; 2024Q4: 4,564 shares; 2025Q1: 4,564 shares; 2025Q2: 4,939 shares 4,939 $525K 0.01% +375 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,318 shares; 2024Q4: 2,190 shares; 2025Q1: 3,333 shares; 2025Q2: 4,913 shares 4,913 $523K 0.01% +1,580 Timeline FNF FIDELITY NATL FINL INC More: the full row for FIDELITY NATL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,008 shares; 2024Q4: 9,918 shares; 2025Q1: 9,365 shares; 2025Q2: 9,298 shares 9,298 $521K 0.01% -67 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 927 shares; 2024Q4: 22 shares; 2025Q1: 22 shares; 2025Q2: 5,916 shares 5,916 $520K 0.01% +5,894 Timeline FDLO FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,228 shares; 2024Q4: 3,018 shares; 2025Q1: 7,734 shares; 2025Q2: 8,249 shares 8,249 $518K 0.01% +515 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,910 shares; 2024Q4: 6,155 shares; 2025Q1: 6,074 shares; 2025Q2: 6,051 shares 6,051 $518K 0.01% -23 Timeline PKG PACKAGING CORP AMER More: the full row for PACKAGING CORP AMER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,820 shares; 2024Q4: 2,676 shares; 2025Q1: 2,676 shares; 2025Q2: 2,716 shares 2,716 $512K 0.01% +40 Timeline KBWD INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 85,867 shares; 2024Q4: 46,604 shares; 2025Q1: 38,348 shares; 2025Q2: 36,861 shares 36,861 $511K 0.01% -1,487 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,065 shares; 2024Q4: 4,465 shares; 2025Q1: 4,949 shares; 2025Q2: 4,995 shares 4,995 $504K 0.01% +46 Timeline ANSYS INC ANSYS INC More: the full row for ANSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,401 shares; 2024Q4: 1,395 shares; 2025Q1: 1,395 shares; 2025Q2: 1,395 shares 1,395 $490K 0.01% 0 FVAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,058 shares; 2024Q4: 2,683 shares; 2025Q1: 6,507 shares; 2025Q2: 7,669 shares 7,669 $490K 0.01% +1,162 Timeline WMG WARNER MUSIC GROUP CORP More: the full row for WARNER MUSIC GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 255,982 shares; 2024Q4: 236,332 shares; 2025Q1: 222,749 shares; 2025Q2: 17,930 shares 17,930 $488K 0.01% -204,819 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,183 shares; 2024Q4: 2,202 shares; 2025Q1: 2,213 shares; 2025Q2: 3,766 shares 3,766 $487K 0.01% +1,553 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,278 shares; 2024Q4: 4,715 shares; 2025Q1: 4,678 shares; 2025Q2: 4,678 shares 4,678 $487K 0.01% 0 Timeline LNT ALLIANT ENERGY CORP More: the full row for ALLIANT ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,103 shares; 2024Q4: 8,043 shares; 2025Q1: 8,043 shares; 2025Q2: 8,043 shares 8,043 $486K 0.01% 0 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,371 shares; 2024Q4: 20,240 shares; 2025Q1: 20,748 shares; 2025Q2: 20,837 shares 20,837 $479K 0.01% +89 Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,073 shares; 2024Q4: 3,900 shares; 2025Q1: 4,391 shares; 2025Q2: 2,702 shares 2,702 $477K 0.01% -1,689 Timeline CGSM CAPITAL GRP FIXED INCM ETF T More: the full row for CAPITAL GRP FIXED INCM ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,444 shares; 2024Q4: 1,460 shares; 2025Q1: 18,127 shares; 2025Q2: 18,139 shares 18,139 $473K 0.01% +12 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,062 shares; 2024Q4: 3,102 shares; 2025Q1: 3,467 shares; 2025Q2: 3,799 shares 3,799 $472K 0.01% +332 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,920 shares; 2024Q4: 11,779 shares; 2025Q1: 11,703 shares; 2025Q2: 11,675 shares 11,675 $470K 0.01% -28 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,460 shares; 2024Q4: 13,628 shares; 2025Q1: 13,362 shares; 2025Q2: 8,922 shares 8,922 $465K 0.01% -4,440 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,655 shares; 2024Q4: 4,999 shares; 2025Q1: 6,037 shares; 2025Q2: 6,227 shares 6,227 $464K 0.01% +190 Timeline FQAL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 907 shares; 2024Q4: 2,183 shares; 2025Q1: 5,695 shares; 2025Q2: 6,558 shares 6,558 $457K 0.01% +863 Timeline XMHQ INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 92 shares; 2025Q1: 2,419 shares; 2025Q2: 4,616 shares 4,616 $453K 0.01% +2,197 Timeline BAB INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,808 shares; 2024Q4: 16,051 shares; 2025Q1: 15,797 shares; 2025Q2: 17,071 shares 17,071 $453K 0.01% +1,274 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: restricted; 2024Q2: restricted; 2024Q3: 3,310 shares; 2024Q4: 3,310 shares; 2025Q1: 3,310 shares; 2025Q2: 3,310 shares 3,310 $449K 0.01% 0 Timeline DFAI DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,939 shares; 2024Q4: 17,939 shares; 2025Q1: 12,939 shares; 2025Q2: 12,939 shares 12,939 $447K 0.01% 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: restricted; 2024Q2: restricted; 2024Q3: 863 shares; 2024Q4: 901 shares; 2025Q1: 788 shares; 2025Q2: 788 shares 788 $446K 0.01% 0 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,452 shares; 2024Q4: 2,472 shares; 2025Q1: 2,665 shares; 2025Q2: 2,778 shares 2,778 $444K 0.01% +113 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,042 shares; 2024Q4: 1,081 shares; 2025Q1: 1,123 shares; 2025Q2: 1,423 shares 1,423 $441K 0.01% +300 Timeline DVA DAVITA INC More: the full row for DAVITA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 3,050 shares 3,050 $434K 0.01% 0 Timeline XGDVX GABELLI DIVID & INCOME TR More: the full row for GABELLI DIVID & INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,650 shares; 2024Q4: 16,650 shares; 2025Q1: 16,650 shares; 2025Q2: 16,650 shares 16,650 $433K 0.01% 0 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,596 shares; 2024Q4: 6,162 shares; 2025Q1: 5,746 shares; 2025Q2: 6,190 shares 6,190 $427K 0.01% +444 Timeline CGCV CAPITAL GROUP CONSERVATIVE E More: the full row for CAPITAL GROUP CONSERVATIVE E Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,094 shares; 2025Q2: 14,442 shares 14,442 $413K 0.01% +3,348 Timeline FBCV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,169 shares; 2024Q4: 1,520 shares; 2025Q1: 12,554 shares; 2025Q2: 12,614 shares 12,614 $413K 0.01% +60 Timeline MGC VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,344 shares; 2024Q4: 2,344 shares; 2025Q1: 1,800 shares; 2025Q2: 1,800 shares 1,800 $405K 0.01% 0 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 764 shares; 2024Q4: 2,316 shares; 2025Q1: 1,859 shares; 2025Q2: 1,956 shares 1,956 $400K 0.01% +97 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,776 shares; 2024Q4: 15,241 shares; 2025Q1: 5,763 shares; 2025Q2: 5,688 shares 5,688 $387K <0.01% -75 Timeline TREX TREX INC More: the full row for TREX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,014 shares; 2024Q4: 7,027 shares; 2025Q1: 7,048 shares; 2025Q2: 7,052 shares 7,052 $383K <0.01% +4 Timeline DXC DXC TECHNOLOGY CO More: the full row for DXC TECHNOLOGY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 25,056 shares; 2024Q4: 25,046 shares; 2025Q1: 25,004 shares; 2025Q2: 25,004 shares 25,004 $382K <0.01% 0 Timeline SJM SMUCKER J M CO More: the full row for SMUCKER J M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,225 shares; 2024Q4: 3,836 shares; 2025Q1: 3,775 shares; 2025Q2: 3,872 shares 3,872 $380K <0.01% +97 Timeline K KELLANOVA More: the full row for KELLANOVA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,297 shares; 2024Q4: 4,791 shares; 2025Q1: 4,749 shares; 2025Q2: 4,749 shares 4,749 $378K <0.01% 0 Timeline KEX KIRBY CORP More: the full row for KIRBY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,022 shares; 2024Q4: 3,909 shares; 2025Q1: 3,677 shares; 2025Q2: 3,327 shares 3,327 $377K <0.01% -350 Timeline FLMI FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,983 shares; 2024Q4: 13,121 shares; 2025Q1: 13,236 shares; 2025Q2: 15,403 shares 15,403 $374K <0.01% +2,167 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 30 shares; 2025Q1: 2,180 shares; 2025Q2: 3,375 shares 3,375 $370K <0.01% +1,195 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,598 shares; 2024Q4: 1,657 shares; 2025Q1: 1,771 shares; 2025Q2: 2,525 shares 2,525 $367K <0.01% +754 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9 shares; 2024Q4: 20 shares; 2025Q1: 31 shares; 2025Q2: 49 shares 49 $362K <0.01% +18 Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82 shares; 2024Q4: 82 shares; 2025Q1: 1,364 shares; 2025Q2: 4,002 shares 4,002 $360K <0.01% +2,638 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,168 shares; 2024Q4: 1,612 shares; 2025Q1: 1,612 shares; 2025Q2: 2,656 shares 2,656 $359K <0.01% +1,044 Timeline EOSE EOS ENERGY ENTERPRISES INC More: the full row for EOS ENERGY ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 70,000 shares; 2024Q4: 70,000 shares; 2025Q1: 70,000 shares; 2025Q2: 70,000 shares 70,000 $358K <0.01% 0 Timeline FPE FIRST TR EXCH TRADED FD III More: the full row for FIRST TR EXCH TRADED FD III Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,368 shares; 2025Q1: 16,967 shares; 2025Q2: 20,058 shares 20,058 $357K <0.01% +3,091 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 47,883 shares; 2024Q4: 42,295 shares; 2025Q1: 3,909 shares; 2025Q2: 2,679 shares 2,679 $355K <0.01% -1,230 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 330 shares; 2024Q4: 373 shares; 2025Q1: 400 shares; 2025Q2: 795 shares 795 $351K <0.01% +395 Timeline PAVE GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,051 shares; 2024Q4: 8,051 shares; 2025Q1: 8,051 shares; 2025Q2: 8,051 shares 8,051 $351K <0.01% 0 Timeline OGE OGE ENERGY CORP More: the full row for OGE ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,596 shares; 2024Q4: 7,596 shares; 2025Q1: 7,596 shares; 2025Q2: 7,596 shares 7,596 $337K <0.01% 0 Timeline DOW DOW HLDGS INC More: the full row for DOW HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,335 shares; 2024Q4: 15,130 shares; 2025Q1: 16,046 shares; 2025Q2: 12,556 shares 12,556 $332K <0.01% -3,490 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 335 shares; 2024Q4: 335 shares; 2025Q1: 335 shares; 2025Q2: 4,800 shares 4,800 $332K <0.01% +4,465 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,294 shares; 2024Q4: 11,308 shares; 2025Q1: 11,316 shares; 2025Q2: 10,728 shares 10,728 $329K <0.01% -588 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,429 shares; 2024Q4: 52,934 shares; 2025Q1: 47,458 shares; 2025Q2: 3,557 shares 3,557 $323K <0.01% -43,901 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,919 shares; 2024Q4: 5,517 shares; 2025Q1: 4,244 shares; 2025Q2: 4,002 shares 4,002 $322K <0.01% -242 Timeline EWZ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,100 shares; 2025Q2: 11,100 shares 11,100 $320K <0.01% 0 Timeline FLQL FRANKLIN TEMPLETON ETF TR More: the full row for FRANKLIN TEMPLETON ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,104 shares; 2024Q4: 4,991 shares; 2025Q1: 4,921 shares; 2025Q2: 5,048 shares 5,048 $319K <0.01% +127 Timeline PPL PPL CORP More: the full row for PPL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,631 shares; 2024Q4: 10,021 shares; 2025Q1: 9,293 shares; 2025Q2: 9,293 shares 9,293 $315K <0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 16,331 shares; 2025Q1: 16,331 shares; 2025Q2: 14,223 shares 14,223 $314K <0.01% -2,108 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,506 shares; 2024Q4: 14,558 shares; 2025Q1: 11,116 shares; 2025Q2: 12,797 shares 12,797 $313K <0.01% +1,681 Timeline VVR INVESCO SR INCOME TR More: the full row for INVESCO SR INCOME TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,285 shares; 2024Q4: 82,285 shares; 2025Q1: 82,285 shares; 2025Q2: 82,285 shares 82,285 $313K <0.01% 0 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: restricted; 2024Q2: restricted; 2024Q3: 9,918 shares; 2024Q4: 8,401 shares; 2025Q1: 8,989 shares; 2025Q2: 8,201 shares 8,201 $307K <0.01% -788 Timeline GOVI INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,869 shares; 2024Q4: 7,942 shares; 2025Q1: 7,938 shares; 2025Q2: 11,139 shares 11,139 $306K <0.01% +3,201 Timeline CMBS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,280 shares; 2024Q4: 5,581 shares; 2025Q1: 5,990 shares; 2025Q2: 6,278 shares 6,278 $306K <0.01% +288 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 873 shares; 2024Q4: 893 shares; 2025Q1: 1,027 shares; 2025Q2: 682 shares 682 $304K <0.01% -345 Timeline PGX INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 69,129 shares; 2024Q4: 27,176 shares; 2025Q1: 26,828 shares; 2025Q2: 26,384 shares 26,384 $294K <0.01% -444 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 767 shares; 2024Q4: 842 shares; 2025Q1: 837 shares; 2025Q2: 1,321 shares 1,321 $288K <0.01% +484 Timeline FSMD FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 958 shares; 2024Q4: 1,968 shares; 2025Q1: 6,237 shares; 2025Q2: 6,926 shares 6,926 $287K <0.01% +689 Timeline SBAC SBA COMMUNICATIONS CORP More: the full row for SBA COMMUNICATIONS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,655 shares; 2024Q4: 1,235 shares; 2025Q1: 1,195 shares; 2025Q2: 1,204 shares 1,204 $283K <0.01% +9 Timeline WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,796 shares; 2025Q1: 3,794 shares; 2025Q2: 3,825 shares 3,825 $281K <0.01% +31 Timeline UTWO RBB FD INC More: the full row for RBB FD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,500 shares; 2024Q4: 3,500 shares; 2025Q1: 5,750 shares; 2025Q2: 5,750 shares 5,750 $279K <0.01% 0 Timeline GTO INVESCO ACTIVELY MANAGED EXC More: the full row for INVESCO ACTIVELY MANAGED EXC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,575 shares; 2024Q4: 5,635 shares; 2025Q1: 5,700 shares; 2025Q2: 5,952 shares 5,952 $279K <0.01% +252 Timeline QTEC FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,310 shares; 2024Q4: 1,310 shares; 2025Q1: 1,310 shares; 2025Q2: 1,310 shares 1,310 $279K <0.01% 0 Timeline KYN KAYNE ANDERSON ENERGY INFRST More: the full row for KAYNE ANDERSON ENERGY INFRST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,414 shares; 2024Q4: 20,954 shares; 2025Q1: 21,480 shares; 2025Q2: 21,905 shares 21,905 $279K <0.01% +425 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,980 shares; 2024Q4: 8,122 shares; 2025Q1: 7,820 shares; 2025Q2: 8,545 shares 8,545 $277K <0.01% +725 Timeline FTC FIRST TR EXCHANGE-TRADED ALP More: the full row for FIRST TR EXCHANGE-TRADED ALP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,820 shares; 2025Q2: 1,821 shares 1,821 $275K <0.01% +1 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,287 shares; 2024Q4: 2,221 shares; 2025Q1: 2,404 shares; 2025Q2: 2,496 shares 2,496 $274K <0.01% +92 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,754 shares; 2024Q4: 9,369 shares; 2025Q1: 9,559 shares; 2025Q2: 8,320 shares 8,320 $271K <0.01% -1,239 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,767 shares; 2024Q4: 4,034 shares; 2025Q1: 5,072 shares; 2025Q2: 3,646 shares 3,646 $268K <0.01% -1,426 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: restricted; 2024Q2: restricted; 2024Q3: 88,131 shares; 2024Q4: 77,985 shares; 2025Q1: 3,593 shares; 2025Q2: 2,347 shares 2,347 $260K <0.01% -1,246 Timeline ARKK ARK ETF TR More: the full row for ARK ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,644 shares; 2024Q4: 3,956 shares; 2025Q1: 3,644 shares; 2025Q2: 3,644 shares 3,644 $256K <0.01% 0 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,597 shares; 2024Q4: 4,849 shares; 2025Q1: 4,889 shares; 2025Q2: 5,039 shares 5,039 $256K <0.01% +150 Timeline RWR SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,207 shares; 2024Q4: 2,667 shares; 2025Q1: 2,643 shares; 2025Q2: 2,643 shares 2,643 $255K <0.01% 0 Timeline SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,550 shares; 2024Q4: 10,839 shares; 2025Q1: 10,762 shares; 2025Q2: 10,676 shares 10,676 $254K <0.01% -86 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 635 shares; 2024Q4: 635 shares; 2025Q1: 635 shares; 2025Q2: 2,395 shares 2,395 $253K <0.01% +1,760 Timeline INGR INGREDION INC More: the full row for INGREDION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,656 shares; 2024Q4: 1,534 shares; 2025Q1: 1,851 shares; 2025Q2: 1,842 shares 1,842 $250K <0.01% -9 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 39 shares; 2024Q4: 1,696 shares; 2025Q1: 17,585 shares; 2025Q2: 1,821 shares 1,821 $248K <0.01% -15,764 Timeline SWKS SKYWORKS SOLUTIONS INC More: the full row for SKYWORKS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,036 shares; 2024Q4: 2,023 shares; 2025Q1: 2,304 shares; 2025Q2: 3,327 shares 3,327 $248K <0.01% +1,023 Timeline AMRZ AMRIZE LTD More: the full row for AMRIZE LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,886 shares 4,886 $244K <0.01% new Timeline CTRA COTERRA ENERGY INC More: the full row for COTERRA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,430 shares; 2024Q4: 11,054 shares; 2025Q1: 9,535 shares; 2025Q2: 9,536 shares 9,536 $242K <0.01% +1 Timeline ASO ACADEMY SPORTS & OUTDOORS IN More: the full row for ACADEMY SPORTS & OUTDOORS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,355 shares; 2024Q4: 6,565 shares; 2025Q1: 6,265 shares; 2025Q2: 5,397 shares 5,397 $242K <0.01% -868 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,755 shares; 2024Q4: 1,895 shares; 2025Q1: 8,289 shares; 2025Q2: 10,108 shares 10,108 $238K <0.01% +1,819 Timeline MAIN MAIN STR CAP CORP More: the full row for MAIN STR CAP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,000 shares; 2024Q4: 4,618 shares; 2025Q1: 5,420 shares; 2025Q2: 4,000 shares 4,000 $236K <0.01% -1,420 Timeline