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: 1,547,344 shares; 2024Q4: 1,564,951 shares; 2025Q1: 1,581,384 shares; 2025Q2: 1,574,671 shares 1,574,671 $978M 12.03% -6,713 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: 10 shares; 2024Q4: 644 shares; 2025Q1: 643 shares; 2025Q2: 643 shares 643 $469M 5.77% 0 Timeline CPNG COUPANG INC More: the full row for COUPANG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,174,840 shares; 2024Q4: 13,186,940 shares; 2025Q1: 12,974,117 shares; 2025Q2: 12,711,438 shares 12,711,438 $381M 4.69% -262,679 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: 4,208,746 shares; 2024Q4: 4,302,214 shares; 2025Q1: 4,218,245 shares; 2025Q2: 4,500,599 shares 4,500,599 $376M 4.62% +282,354 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: 2,747,073 shares; 2024Q4: 2,891,186 shares; 2025Q1: 2,905,846 shares; 2025Q2: 2,942,078 shares 2,942,078 $363M 4.47% +36,232 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 669,540 shares; 2024Q4: 671,373 shares; 2025Q1: 677,956 shares; 2025Q2: 666,134 shares 666,134 $331M 4.08% -11,822 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: 1,602,167 shares; 2024Q4: 1,589,393 shares; 2025Q1: 1,585,247 shares; 2025Q2: 1,576,165 shares 1,576,165 $323M 3.98% -9,082 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: 5,313,383 shares; 2024Q4: 5,243,444 shares; 2025Q1: 5,118,840 shares; 2025Q2: 4,928,060 shares 4,928,060 $281M 3.46% -190,780 Timeline EPS WISDOMTREE TR More: the full row for WISDOMTREE TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,134,388 shares; 2024Q4: 2,260,703 shares; 2025Q1: 2,414,935 shares; 2025Q2: 2,252,225 shares 2,252,225 $144M 1.77% -162,710 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: 610,481 shares; 2024Q4: 620,250 shares; 2025Q1: 627,026 shares; 2025Q2: 630,350 shares 630,350 $138M 1.7% +3,324 Timeline EIPX 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: 5,355,165 shares; 2024Q4: 5,394,797 shares; 2025Q1: 5,394,874 shares; 2025Q2: 5,338,530 shares 5,338,530 $137M 1.68% -56,344 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: 743,446 shares; 2024Q4: 751,833 shares; 2025Q1: 763,112 shares; 2025Q2: 757,791 shares 757,791 $134M 1.64% -5,321 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: 1,837,587 shares; 2024Q4: 1,863,042 shares; 2025Q1: 1,895,732 shares; 2025Q2: 1,861,265 shares 1,861,265 $115M 1.42% -34,467 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: 618,581 shares; 2024Q4: 642,791 shares; 2025Q1: 697,912 shares; 2025Q2: 714,520 shares 714,520 $113M 1.39% +16,608 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: 320,930 shares; 2024Q4: 329,292 shares; 2025Q1: 339,042 shares; 2025Q2: 334,267 shares 334,267 $96.9M 1.19% -4,775 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: 357,958 shares; 2024Q4: 352,427 shares; 2025Q1: 357,274 shares; 2025Q2: 337,418 shares 337,418 $93M 1.14% -19,856 Timeline ESGU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 522,016 shares; 2024Q4: 553,899 shares; 2025Q1: 661,128 shares; 2025Q2: 662,408 shares 662,408 $89.6M 1.1% +1,280 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: 201,752 shares; 2024Q4: 198,822 shares; 2025Q1: 237,048 shares; 2025Q2: 232,192 shares 232,192 $85.1M 1.05% -4,856 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: 683,541 shares; 2024Q4: 596,233 shares; 2025Q1: 500,139 shares; 2025Q2: 405,057 shares 405,057 $73.6M 0.91% -95,082 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: 364,554 shares; 2024Q4: 369,582 shares; 2025Q1: 386,616 shares; 2025Q2: 380,478 shares 380,478 $67.5M 0.83% -6,138 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: 610,659 shares; 2024Q4: 606,468 shares; 2025Q1: 623,753 shares; 2025Q2: 620,970 shares 620,970 $66.9M 0.82% -2,783 Timeline KBWB 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: 462,604 shares; 2024Q4: 745,392 shares; 2025Q1: 862,544 shares; 2025Q2: 926,093 shares 926,093 $66.3M 0.82% +63,549 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: 299,605 shares; 2024Q4: 303,279 shares; 2025Q1: 328,556 shares; 2025Q2: 327,289 shares 327,289 $60.8M 0.75% -1,267 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: 123,028 shares; 2024Q4: 123,107 shares; 2025Q1: 119,516 shares; 2025Q2: 124,473 shares 124,473 $60.5M 0.74% +4,957 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: 367,831 shares; 2024Q4: 372,684 shares; 2025Q1: 367,983 shares; 2025Q2: 364,331 shares 364,331 $58M 0.71% -3,652 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: 315,180 shares; 2024Q4: 308,857 shares; 2025Q1: 342,448 shares; 2025Q2: 334,732 shares 334,732 $51.1M 0.63% -7,716 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: 301,855 shares; 2024Q4: 308,627 shares; 2025Q1: 374,786 shares; 2025Q2: 371,209 shares 371,209 $50.5M 0.62% -3,577 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: 366,242 shares; 2024Q4: 352,679 shares; 2025Q1: 364,152 shares; 2025Q2: 358,324 shares 358,324 $50.5M 0.62% -5,828 Timeline ESGD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 496,377 shares; 2024Q4: 524,932 shares; 2025Q1: 531,916 shares; 2025Q2: 564,886 shares 564,886 $50.4M 0.62% +32,970 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: 133,858 shares; 2024Q4: 135,392 shares; 2025Q1: 141,103 shares; 2025Q2: 141,675 shares 141,675 $50.3M 0.62% +572 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: 463,761 shares; 2024Q4: 456,559 shares; 2025Q1: 459,952 shares; 2025Q2: 452,304 shares 452,304 $49.4M 0.61% -7,648 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: 85,960 shares; 2024Q4: 85,295 shares; 2025Q1: 85,908 shares; 2025Q2: 83,890 shares 83,890 $47.7M 0.59% -2,018 Timeline IGSB 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: 1,279,815 shares; 2024Q4: 1,012,509 shares; 2025Q1: 926,852 shares; 2025Q2: 881,002 shares 881,002 $46.5M 0.57% -45,850 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: 41,608 shares; 2024Q4: 43,204 shares; 2025Q1: 43,633 shares; 2025Q2: 44,071 shares 44,071 $43.6M 0.54% +438 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: 575,959 shares; 2024Q4: 560,281 shares; 2025Q1: 586,995 shares; 2025Q2: 583,531 shares 583,531 $40.5M 0.5% -3,464 Timeline CBT CABOT CORP More: the full row for CABOT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 554,070 shares; 2024Q4: 554,385 shares; 2025Q1: 554,395 shares; 2025Q2: 536,679 shares 536,679 $40.3M 0.5% -17,716 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: 45,555 shares; 2024Q4: 45,257 shares; 2025Q1: 44,442 shares; 2025Q2: 43,409 shares 43,409 $38.9M 0.48% -1,033 Timeline ESML ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 995,071 shares; 2024Q4: 992,461 shares; 2025Q1: 973,329 shares; 2025Q2: 893,345 shares 893,345 $36.9M 0.45% -79,984 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: 157,730 shares; 2024Q4: 163,362 shares; 2025Q1: 164,283 shares; 2025Q2: 166,220 shares 166,220 $36.3M 0.45% +1,937 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: 429,243 shares; 2024Q4: 415,899 shares; 2025Q1: 449,179 shares; 2025Q2: 429,269 shares 429,269 $34M 0.42% -19,910 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 329,071 shares; 2024Q4: 328,781 shares; 2025Q1: 353,008 shares; 2025Q2: 339,665 shares 339,665 $33.5M 0.41% -13,343 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: 50,068 shares; 2024Q4: 52,206 shares; 2025Q1: 57,412 shares; 2025Q2: 57,956 shares 57,956 $32.6M 0.4% +544 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: 105,617 shares; 2024Q4: 102,517 shares; 2025Q1: 101,565 shares; 2025Q2: 99,802 shares 99,802 $30.8M 0.38% -1,763 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: 290,205 shares; 2024Q4: 267,679 shares; 2025Q1: 251,789 shares; 2025Q2: 230,411 shares 230,411 $30.4M 0.37% -21,378 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: 49,604 shares; 2024Q4: 50,072 shares; 2025Q1: 51,089 shares; 2025Q2: 48,959 shares 48,959 $30.2M 0.37% -2,130 Timeline IGIB 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: 188,310 shares; 2024Q4: 442,941 shares; 2025Q1: 533,659 shares; 2025Q2: 556,464 shares 556,464 $29.7M 0.36% +22,805 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: 88,034 shares; 2024Q4: 88,136 shares; 2025Q1: 88,374 shares; 2025Q2: 89,044 shares 89,044 $28.4M 0.35% +670 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: 101,875 shares; 2024Q4: 101,058 shares; 2025Q1: 100,810 shares; 2025Q2: 96,454 shares 96,454 $28.2M 0.35% -4,356 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: 191,000 shares; 2024Q4: 193,030 shares; 2025Q1: 189,556 shares; 2025Q2: 189,176 shares 189,176 $27.6M 0.34% -380 Timeline CHD CHURCH & DWIGHT CO INC More: the full row for CHURCH & DWIGHT CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 308,849 shares; 2024Q4: 303,076 shares; 2025Q1: 291,309 shares; 2025Q2: 276,829 shares 276,829 $26.6M 0.33% -14,480 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: 29,059 shares; 2024Q4: 30,727 shares; 2025Q1: 33,038 shares; 2025Q2: 35,890 shares 35,890 $26.5M 0.33% +2,852 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: 66,668 shares; 2024Q4: 66,312 shares; 2025Q1: 66,226 shares; 2025Q2: 63,968 shares 63,968 $25.9M 0.32% -2,258 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: 62,632 shares; 2024Q4: 64,184 shares; 2025Q1: 65,046 shares; 2025Q2: 64,642 shares 64,642 $25.1M 0.31% -404 Timeline RGEF TIDAL TRUST III More: the full row for TIDAL TRUST 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: not reported; 2025Q1: 898,395 shares; 2025Q2: 898,395 shares 898,395 $25M 0.31% 0 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: 999,023 shares; 2024Q4: 999,168 shares; 2025Q1: 955,613 shares; 2025Q2: 912,477 shares 912,477 $23.2M 0.28% -43,136 Timeline JMST 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: 977,349 shares; 2024Q4: 682,936 shares; 2025Q1: 481,169 shares; 2025Q2: 437,628 shares 437,628 $22.3M 0.27% -43,541 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: 99,406 shares; 2024Q4: 102,213 shares; 2025Q1: 99,775 shares; 2025Q2: 94,505 shares 94,505 $21.7M 0.27% -5,270 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: 295,623 shares; 2024Q4: 292,469 shares; 2025Q1: 295,166 shares; 2025Q2: 303,848 shares 303,848 $21.1M 0.26% +8,682 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,926 shares; 2024Q4: 29,499 shares; 2025Q1: 29,950 shares; 2025Q2: 29,705 shares 29,705 $21M 0.26% -245 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: 69,090 shares; 2024Q4: 69,828 shares; 2025Q1: 73,138 shares; 2025Q2: 66,605 shares 66,605 $20.8M 0.26% -6,533 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,298 shares; 2024Q4: 32,566 shares; 2025Q1: 32,506 shares; 2025Q2: 30,314 shares 30,314 $20.1M 0.25% -2,192 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: 53,294 shares; 2024Q4: 54,973 shares; 2025Q1: 70,062 shares; 2025Q2: 67,748 shares 67,748 $20M 0.25% -2,314 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: 169,807 shares; 2024Q4: 206,373 shares; 2025Q1: 204,669 shares; 2025Q2: 222,345 shares 222,345 $19.9M 0.24% +17,676 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: 46,325 shares; 2024Q4: 94,264 shares; 2025Q1: 95,368 shares; 2025Q2: 96,905 shares 96,905 $19.8M 0.24% +1,537 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: 151,845 shares; 2024Q4: 149,429 shares; 2025Q1: 153,981 shares; 2025Q2: 148,532 shares 148,532 $19.8M 0.24% -5,449 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: 85,278 shares; 2024Q4: 82,969 shares; 2025Q1: 82,320 shares; 2025Q2: 78,288 shares 78,288 $19.4M 0.24% -4,032 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: 143,050 shares; 2024Q4: 156,666 shares; 2025Q1: 51,863 shares; 2025Q2: 63,666 shares 63,666 $19.4M 0.24% +11,803 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: 167,729 shares; 2024Q4: 159,172 shares; 2025Q1: 139,828 shares; 2025Q2: 132,337 shares 132,337 $18.9M 0.23% -7,491 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: 392,978 shares; 2024Q4: 387,278 shares; 2025Q1: 385,199 shares; 2025Q2: 375,807 shares 375,807 $18.6M 0.23% -9,392 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 62,259 shares; 2024Q4: 62,634 shares; 2025Q1: 71,072 shares; 2025Q2: 70,792 shares 70,792 $16.8M 0.21% -280 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: 33,018 shares; 2024Q4: 32,484 shares; 2025Q1: 35,132 shares; 2025Q2: 31,777 shares 31,777 $16.8M 0.21% -3,355 Timeline DSI 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: 145,302 shares; 2024Q4: 143,966 shares; 2025Q1: 143,468 shares; 2025Q2: 140,983 shares 140,983 $16.4M 0.2% -2,485 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: 31,602 shares; 2024Q4: 32,415 shares; 2025Q1: 40,455 shares; 2025Q2: 40,812 shares 40,812 $16.1M 0.2% +357 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: 154,177 shares; 2024Q4: 153,371 shares; 2025Q1: 152,725 shares; 2025Q2: 151,741 shares 151,741 $16.1M 0.2% -984 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,600 shares; 2024Q4: 15,318 shares; 2025Q1: 14,672 shares; 2025Q2: 13,623 shares 13,623 $16M 0.2% -1,049 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: 55,493 shares; 2024Q4: 56,395 shares; 2025Q1: 56,783 shares; 2025Q2: 56,555 shares 56,555 $15.2M 0.19% -228 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: 31,050 shares; 2024Q4: 31,577 shares; 2025Q1: 32,860 shares; 2025Q2: 32,469 shares 32,469 $15.2M 0.19% -391 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: 203,298 shares; 2024Q4: 206,100 shares; 2025Q1: 215,802 shares; 2025Q2: 214,370 shares 214,370 $15.2M 0.19% -1,432 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: 127,899 shares; 2024Q4: 132,958 shares; 2025Q1: 147,318 shares; 2025Q2: 153,254 shares 153,254 $15M 0.18% +5,936 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: 69,961 shares; 2024Q4: 67,706 shares; 2025Q1: 67,660 shares; 2025Q2: 67,530 shares 67,530 $15M 0.18% -130 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: 107,635 shares; 2024Q4: 106,734 shares; 2025Q1: 105,285 shares; 2025Q2: 94,188 shares 94,188 $14.9M 0.18% -11,097 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: 171,073 shares; 2024Q4: 168,324 shares; 2025Q1: 179,286 shares; 2025Q2: 350,708 shares 350,708 $14.7M 0.18% +171,422 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: 53,295 shares; 2024Q4: 51,890 shares; 2025Q1: 54,247 shares; 2025Q2: 52,486 shares 52,486 $14.7M 0.18% -1,761 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: 137,714 shares; 2024Q4: 136,823 shares; 2025Q1: 135,579 shares; 2025Q2: 133,066 shares 133,066 $14.6M 0.18% -2,513 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: 38,202 shares; 2024Q4: 40,961 shares; 2025Q1: 27,010 shares; 2025Q2: 27,405 shares 27,405 $14.5M 0.18% +395 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: 130,841 shares; 2024Q4: 128,442 shares; 2025Q1: 121,602 shares; 2025Q2: 116,593 shares 116,593 $14.5M 0.18% -5,009 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: 58,237 shares; 2024Q4: 64,360 shares; 2025Q1: 64,178 shares; 2025Q2: 62,029 shares 62,029 $14.4M 0.18% -2,149 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: 38,117 shares; 2024Q4: 42,221 shares; 2025Q1: 45,758 shares; 2025Q2: 46,641 shares 46,641 $14.2M 0.17% +883 Timeline ESGE 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: 351,273 shares; 2024Q4: 357,354 shares; 2025Q1: 354,907 shares; 2025Q2: 352,124 shares 352,124 $13.8M 0.17% -2,783 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: 59,687 shares; 2024Q4: 60,607 shares; 2025Q1: 62,315 shares; 2025Q2: 61,331 shares 61,331 $13.6M 0.17% -984 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: 42,041 shares; 2024Q4: 40,827 shares; 2025Q1: 42,952 shares; 2025Q2: 42,366 shares 42,366 $12.7M 0.16% -586 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,610 shares; 2024Q4: 38,610 shares; 2025Q1: 38,666 shares; 2025Q2: 36,668 shares 36,668 $12.5M 0.15% -1,998 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: 43,565 shares; 2024Q4: 45,238 shares; 2025Q1: 45,790 shares; 2025Q2: 44,452 shares 44,452 $12.1M 0.15% -1,338 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: 8,575 shares; 2024Q4: 8,622 shares; 2025Q1: 8,499 shares; 2025Q2: 128,374 shares 128,374 $11.6M 0.14% +119,875 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 114,290 shares; 2024Q4: 114,101 shares; 2025Q1: 115,750 shares; 2025Q2: 110,289 shares 110,289 $11.5M 0.14% -5,461 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: 151,744 shares; 2024Q4: 152,166 shares; 2025Q1: 150,633 shares; 2025Q2: 147,913 shares 147,913 $11.5M 0.14% -2,720 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: 135,843 shares; 2024Q4: 138,518 shares; 2025Q1: 128,066 shares; 2025Q2: 124,108 shares 124,108 $11.3M 0.14% -3,958 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: 123,885 shares; 2025Q1: 117,869 shares; 2025Q2: 109,862 shares 109,862 $11.2M 0.14% -8,007 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,947 shares; 2024Q4: 15,948 shares; 2025Q1: 15,707 shares; 2025Q2: 15,727 shares 15,727 $11M 0.14% +20 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: 131,517 shares; 2024Q4: 126,381 shares; 2025Q1: 74,289 shares; 2025Q2: 80,377 shares 80,377 $10.7M 0.13% +6,088 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: 50,047 shares; 2024Q4: 49,494 shares; 2025Q1: 55,640 shares; 2025Q2: 54,030 shares 54,030 $10.7M 0.13% -1,610 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: 25,221 shares; 2024Q4: 26,670 shares; 2025Q1: 28,508 shares; 2025Q2: 29,082 shares 29,082 $10.4M 0.13% +574 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: 178,009 shares; 2024Q4: 199,383 shares; 2025Q1: 229,010 shares; 2025Q2: 217,663 shares 217,663 $10.3M 0.13% -11,347 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: 187,017 shares; 2024Q4: 200,120 shares; 2025Q1: 191,329 shares; 2025Q2: 207,930 shares 207,930 $10.2M 0.13% +16,601 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: 198,679 shares; 2024Q4: 197,566 shares; 2025Q1: 167,195 shares; 2025Q2: 142,887 shares 142,887 $9.86M 0.12% -24,308 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: 41,370 shares; 2024Q4: 40,140 shares; 2025Q1: 40,228 shares; 2025Q2: 34,950 shares 34,950 $9.86M 0.12% -5,278 Timeline FBTC FIDELITY WISE ORIGIN BITCOIN More: the full row for FIDELITY WISE ORIGIN BITCOIN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 43,757 shares; 2024Q4: 84,947 shares; 2025Q1: 105,171 shares; 2025Q2: 104,719 shares 104,719 $9.84M 0.12% -452 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 190,127 shares; 2024Q4: 189,478 shares; 2025Q1: 177,404 shares; 2025Q2: 165,071 shares 165,071 $9.81M 0.12% -12,333 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,148 shares; 2024Q4: 67,544 shares; 2025Q1: 77,402 shares; 2025Q2: 79,970 shares 79,970 $9.8M 0.12% +2,568 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: 99,745 shares; 2025Q1: 99,915 shares; 2025Q2: 98,463 shares 98,463 $9.58M 0.12% -1,452 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: 36,214 shares; 2024Q4: 35,664 shares; 2025Q1: 34,052 shares; 2025Q2: 32,464 shares 32,464 $9.53M 0.12% -1,588 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: 61,921 shares; 2024Q4: 65,386 shares; 2025Q1: 63,639 shares; 2025Q2: 62,090 shares 62,090 $9.45M 0.12% -1,549 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: 19,236 shares; 2024Q4: 19,507 shares; 2025Q1: 20,525 shares; 2025Q2: 22,032 shares 22,032 $9.35M 0.12% +1,507 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: 123,192 shares; 2024Q4: 363,357 shares; 2025Q1: 380,186 shares; 2025Q2: 385,570 shares 385,570 $9.19M 0.11% +5,384 Timeline VSGX 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: 140,556 shares; 2024Q4: 140,556 shares; 2025Q1: 140,340 shares; 2025Q2: 139,283 shares 139,283 $9.12M 0.11% -1,057 Timeline VYMI 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: 114,561 shares; 2024Q4: 113,525 shares; 2025Q1: 113,377 shares; 2025Q2: 113,353 shares 113,353 $9.08M 0.11% -24 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: 1,482 shares; 2024Q4: 1,482 shares; 2025Q1: 1,469 shares; 2025Q2: 1,512 shares 1,512 $8.75M 0.11% +43 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: 8,561 shares; 2024Q4: 9,340 shares; 2025Q1: 9,849 shares; 2025Q2: 11,122 shares 11,122 $8.67M 0.11% +1,273 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: 37,662 shares; 2024Q4: 44,270 shares; 2025Q1: 45,900 shares; 2025Q2: 41,583 shares 41,583 $8.63M 0.11% -4,317 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: 30,951 shares; 2024Q4: 30,340 shares; 2025Q1: 28,217 shares; 2025Q2: 29,518 shares 29,518 $8.55M 0.11% +1,301 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: 193,536 shares; 2024Q4: 185,786 shares; 2025Q1: 179,311 shares; 2025Q2: 174,199 shares 174,199 $8.4M 0.1% -5,112 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: 6,664 shares; 2025Q1: 7,932 shares; 2025Q2: 7,861 shares 7,861 $8.25M 0.1% -71 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,244 shares; 2024Q4: 23,244 shares; 2025Q1: 23,429 shares; 2025Q2: 23,429 shares 23,429 $8.22M 0.1% 0 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: 84,836 shares; 2024Q4: 88,103 shares; 2025Q1: 115,044 shares; 2025Q2: 110,751 shares 110,751 $8.11M 0.1% -4,293 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: 32,847 shares; 2024Q4: 33,315 shares; 2025Q1: 45,130 shares; 2025Q2: 43,790 shares 43,790 $7.98M 0.1% -1,340 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: 12,013 shares; 2024Q4: 13,160 shares; 2025Q1: 17,264 shares; 2025Q2: 17,519 shares 17,519 $7.8M 0.1% +255 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: 14,911 shares; 2024Q4: 14,696 shares; 2025Q1: 14,472 shares; 2025Q2: 15,182 shares 15,182 $7.59M 0.09% +710 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: 3,010 shares; 2024Q4: 3,233 shares; 2025Q1: 5,133 shares; 2025Q2: 5,653 shares 5,653 $7.57M 0.09% +520 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: 5,557 shares; 2024Q4: 5,579 shares; 2025Q1: 6,644 shares; 2025Q2: 7,340 shares 7,340 $7.55M 0.09% +696 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: 31,069 shares; 2024Q4: 33,378 shares; 2025Q1: 33,018 shares; 2025Q2: 31,059 shares 31,059 $7.36M 0.09% -1,959 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: 57,448 shares; 2024Q4: 57,448 shares; 2025Q1: 56,948 shares; 2025Q2: 56,948 shares 56,948 $7.32M 0.09% 0 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: 255,496 shares; 2024Q4: 472,724 shares; 2025Q1: 373,878 shares; 2025Q2: 275,257 shares 275,257 $7.29M 0.09% -98,621 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: 27,690 shares; 2024Q4: 23,763 shares; 2025Q1: 18,914 shares; 2025Q2: 18,805 shares 18,805 $7.28M 0.09% -109 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: 306,250 shares; 2024Q4: 277,985 shares; 2025Q1: 319,285 shares; 2025Q2: 299,721 shares 299,721 $7.27M 0.09% -19,564 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: 27,732 shares; 2024Q4: 27,571 shares; 2025Q1: 25,567 shares; 2025Q2: 24,566 shares 24,566 $7.16M 0.09% -1,001 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: 179,560 shares; 2024Q4: 167,615 shares; 2025Q1: 160,128 shares; 2025Q2: 153,631 shares 153,631 $7.11M 0.09% -6,497 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: 11,417 shares; 2024Q4: 11,889 shares; 2025Q1: 11,897 shares; 2025Q2: 12,406 shares 12,406 $7.03M 0.09% +509 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: 49,957 shares; 2024Q4: 49,558 shares; 2025Q1: 59,423 shares; 2025Q2: 57,995 shares 57,995 $7.02M 0.09% -1,428 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: 44,004 shares; 2024Q4: 48,171 shares; 2025Q1: 114,163 shares; 2025Q2: 111,710 shares 111,710 $6.83M 0.08% -2,453 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: 27,709 shares; 2024Q4: 29,179 shares; 2025Q1: 36,468 shares; 2025Q2: 38,627 shares 38,627 $6.66M 0.08% +2,159 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: 35,201 shares; 2024Q4: 34,776 shares; 2025Q1: 34,790 shares; 2025Q2: 30,646 shares 30,646 $6.61M 0.08% -4,144 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: 53,489 shares; 2024Q4: 51,851 shares; 2025Q1: 49,801 shares; 2025Q2: 47,535 shares 47,535 $6.39M 0.08% -2,266 Timeline TD TORONTO DOMINION BK ONT More: the full row for TORONTO DOMINION BK ONT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 96,842 shares; 2024Q4: 87,448 shares; 2025Q1: 86,869 shares; 2025Q2: 86,692 shares 86,692 $6.37M 0.08% -177 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: 21,116 shares; 2024Q4: 21,753 shares; 2025Q1: 20,948 shares; 2025Q2: 24,548 shares 24,548 $6.32M 0.08% +3,600 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: 10,175 shares; 2024Q4: 10,286 shares; 2025Q1: 10,614 shares; 2025Q2: 11,611 shares 11,611 $6.31M 0.08% +997 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,941 shares; 2024Q4: 26,706 shares; 2025Q1: 38,395 shares; 2025Q2: 39,699 shares 39,699 $6.26M 0.08% +1,304 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: 44,617 shares; 2024Q4: 45,888 shares; 2025Q1: 44,284 shares; 2025Q2: 45,497 shares 45,497 $6.2M 0.08% +1,213 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: 7,484 shares; 2024Q4: 7,538 shares; 2025Q1: 7,570 shares; 2025Q2: 7,860 shares 7,860 $6.19M 0.08% +290 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: 22,494 shares; 2024Q4: 22,482 shares; 2025Q1: 22,444 shares; 2025Q2: 21,500 shares 21,500 $6.15M 0.08% -944 Timeline GBTC GRAYSCALE BITCOIN TRUST ETF More: the full row for GRAYSCALE BITCOIN TRUST ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 77,115 shares; 2024Q4: 77,115 shares; 2025Q1: 77,150 shares; 2025Q2: 72,150 shares 72,150 $6.12M 0.08% -5,000 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: 56,192 shares; 2024Q4: 55,230 shares; 2025Q1: 44,881 shares; 2025Q2: 39,117 shares 39,117 $6.1M 0.08% -5,764 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 76,079 shares; 2024Q4: 73,880 shares; 2025Q1: 72,553 shares; 2025Q2: 67,931 shares 67,931 $6.05M 0.07% -4,622 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 632,440 shares; 2024Q4: 632,440 shares; 2025Q1: 627,402 shares; 2025Q2: 634,260 shares 634,260 $5.83M 0.07% +6,858 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: 19,946 shares; 2024Q4: 20,042 shares; 2025Q1: 18,051 shares; 2025Q2: 17,463 shares 17,463 $5.77M 0.07% -588 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: 31,502 shares; 2024Q4: 34,461 shares; 2025Q1: 35,964 shares; 2025Q2: 35,876 shares 35,876 $5.71M 0.07% -88 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: 10,530 shares; 2024Q4: 10,550 shares; 2025Q1: 10,957 shares; 2025Q2: 10,776 shares 10,776 $5.48M 0.07% -181 Timeline CNQ CANADIAN NAT RES LTD MED TER More: the full row for CANADIAN NAT RES LTD MED TER Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 184,372 shares; 2024Q4: 171,302 shares; 2025Q1: 182,274 shares; 2025Q2: 174,382 shares 174,382 $5.48M 0.07% -7,892 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: 78,175 shares; 2024Q4: 76,493 shares; 2025Q1: 71,707 shares; 2025Q2: 69,703 shares 69,703 $5.44M 0.07% -2,004 Timeline EFV 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: 80,618 shares; 2024Q4: 81,002 shares; 2025Q1: 80,679 shares; 2025Q2: 85,066 shares 85,066 $5.4M 0.07% +4,387 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: 108,151 shares; 2024Q4: 89,134 shares; 2025Q1: 79,666 shares; 2025Q2: 78,164 shares 78,164 $5.39M 0.07% -1,502 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: 10,624 shares; 2024Q4: 10,624 shares; 2025Q1: 10,696 shares; 2025Q2: 10,712 shares 10,712 $5.37M 0.07% +16 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: 11,781 shares; 2024Q4: 11,672 shares; 2025Q1: 12,527 shares; 2025Q2: 11,517 shares 11,517 $5.33M 0.07% -1,010 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: 9,656 shares; 2024Q4: 9,364 shares; 2025Q1: 12,314 shares; 2025Q2: 12,027 shares 12,027 $5.31M 0.07% -287 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: 23,943 shares; 2024Q4: 23,943 shares; 2025Q1: 26,999 shares; 2025Q2: 25,822 shares 25,822 $5.28M 0.07% -1,177 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: 91,804 shares; 2024Q4: 84,169 shares; 2025Q1: 86,742 shares; 2025Q2: 83,505 shares 83,505 $5.21M 0.06% -3,237 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: 34,613 shares; 2024Q4: 34,239 shares; 2025Q1: 34,949 shares; 2025Q2: 28,249 shares 28,249 $5.18M 0.06% -6,700 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: 174,490 shares; 2024Q4: 168,771 shares; 2025Q1: 167,213 shares; 2025Q2: 144,772 shares 144,772 $5.17M 0.06% -22,441 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: 12,394 shares; 2024Q4: 14,423 shares; 2025Q1: 22,658 shares; 2025Q2: 22,555 shares 22,555 $5.16M 0.06% -103 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: 104,356 shares; 2024Q4: 99,548 shares; 2025Q1: 129,648 shares; 2025Q2: 118,013 shares 118,013 $5.11M 0.06% -11,635 Timeline AR ANTERO RESOURCES CORP More: the full row for ANTERO RESOURCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 130,776 shares; 2025Q2: 126,159 shares 126,159 $5.08M 0.06% -4,617 Timeline IEUR 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: 83,472 shares; 2024Q4: 81,739 shares; 2025Q1: 80,739 shares; 2025Q2: 75,522 shares 75,522 $5M 0.06% -5,217 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 16,490 shares; 2024Q4: 16,418 shares; 2025Q1: 16,064 shares; 2025Q2: 16,057 shares 16,057 $5M 0.06% -7 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: 118,744 shares; 2024Q4: 100,612 shares; 2025Q1: 90,729 shares; 2025Q2: 69,746 shares 69,746 $4.95M 0.06% -20,983 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: 9,890 shares; 2024Q4: 10,568 shares; 2025Q1: 10,845 shares; 2025Q2: 11,311 shares 11,311 $4.95M 0.06% +466 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,328 shares; 2024Q4: 107,106 shares; 2025Q1: 100,982 shares; 2025Q2: 95,426 shares 95,426 $4.8M 0.06% -5,556 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: 18,279 shares; 2024Q4: 22,254 shares; 2025Q1: 23,912 shares; 2025Q2: 25,530 shares 25,530 $4.68M 0.06% +1,618 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: 49,001 shares; 2024Q4: 49,713 shares; 2025Q1: 50,240 shares; 2025Q2: 50,646 shares 50,646 $4.64M 0.06% +406 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: 29,309 shares; 2024Q4: 23,730 shares; 2025Q1: 28,704 shares; 2025Q2: 26,824 shares 26,824 $4.62M 0.06% -1,880 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: 66,760 shares; 2024Q4: 64,916 shares; 2025Q1: 68,624 shares; 2025Q2: 65,622 shares 65,622 $4.62M 0.06% -3,002 Timeline CGW 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: 77,733 shares; 2024Q4: 77,600 shares; 2025Q1: 77,499 shares; 2025Q2: 72,390 shares 72,390 $4.52M 0.06% -5,109 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 37,742 shares; 2024Q4: 37,999 shares; 2025Q1: 37,929 shares; 2025Q2: 40,310 shares 40,310 $4.51M 0.06% +2,381 Timeline MRNA MODERNA INC More: the full row for MODERNA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 161,983 shares; 2024Q4: 161,992 shares; 2025Q1: 162,415 shares; 2025Q2: 162,974 shares 162,974 $4.5M 0.06% +559 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: 8,885 shares; 2024Q4: 8,051 shares; 2025Q1: 8,101 shares; 2025Q2: 8,336 shares 8,336 $4.47M 0.06% +235 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: 114,481 shares; 2024Q4: 114,241 shares; 2025Q1: 66,563 shares; 2025Q2: 66,503 shares 66,503 $4.47M 0.05% -60 Timeline ACWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 73,496 shares; 2024Q4: 72,734 shares; 2025Q1: 71,672 shares; 2025Q2: 70,777 shares 70,777 $4.31M 0.05% -895 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 112,698 shares; 2025Q1: 112,698 shares; 2025Q2: 112,698 shares 112,698 $4.28M 0.05% 0 Timeline INBK FIRST INTERNET BANCORP More: the full row for FIRST INTERNET BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 191,599 shares; 2024Q4: 181,998 shares; 2025Q1: 178,021 shares; 2025Q2: 158,715 shares 158,715 $4.27M 0.05% -19,306 Timeline USMV 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: 49,159 shares; 2024Q4: 48,666 shares; 2025Q1: 46,139 shares; 2025Q2: 45,071 shares 45,071 $4.23M 0.05% -1,068 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: 35,375 shares; 2024Q4: 32,465 shares; 2025Q1: 51,297 shares; 2025Q2: 48,309 shares 48,309 $4.21M 0.05% -2,988 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,794 shares; 2024Q4: 7,960 shares; 2025Q1: 8,122 shares; 2025Q2: 8,267 shares 8,267 $4.21M 0.05% +145 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: 20,594 shares; 2024Q4: 19,616 shares; 2025Q1: 33,477 shares; 2025Q2: 32,161 shares 32,161 $4.16M 0.05% -1,316 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: 83,900 shares; 2024Q4: 78,956 shares; 2025Q1: 78,379 shares; 2025Q2: 78,834 shares 78,834 $4.13M 0.05% +455 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: 37,697 shares; 2024Q4: 37,697 shares; 2025Q1: 38,750 shares; 2025Q2: 38,817 shares 38,817 $4.09M 0.05% +67 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: 66,299 shares; 2024Q4: 66,495 shares; 2025Q1: 58,982 shares; 2025Q2: 53,687 shares 53,687 $4.07M 0.05% -5,295 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: 4,730 shares; 2024Q4: 5,462 shares; 2025Q1: 36,370 shares; 2025Q2: 43,094 shares 43,094 $4.02M 0.05% +6,724 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: 9,630 shares; 2024Q4: 7,593 shares; 2025Q1: 12,724 shares; 2025Q2: 11,995 shares 11,995 $3.98M 0.05% -729 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: 8,522 shares; 2024Q4: 8,206 shares; 2025Q1: 7,968 shares; 2025Q2: 7,562 shares 7,562 $3.97M 0.05% -406 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: 45,907 shares; 2024Q4: 47,611 shares; 2025Q1: 48,729 shares; 2025Q2: 49,354 shares 49,354 $3.95M 0.05% +625 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: 3,975 shares; 2024Q4: 3,941 shares; 2025Q1: 3,936 shares; 2025Q2: 3,752 shares 3,752 $3.9M 0.05% -184 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: 70,844 shares; 2024Q4: 68,558 shares; 2025Q1: 65,282 shares; 2025Q2: 63,786 shares 63,786 $3.9M 0.05% -1,496 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 54,927 shares; 2024Q4: 56,548 shares; 2025Q1: 58,322 shares; 2025Q2: 55,315 shares 55,315 $3.89M 0.05% -3,007 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: 23,957 shares; 2024Q4: 22,951 shares; 2025Q1: 22,985 shares; 2025Q2: 22,981 shares 22,981 $3.81M 0.05% -4 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: 14,410 shares; 2024Q4: 10,334 shares; 2025Q1: 28,919 shares; 2025Q2: 29,113 shares 29,113 $3.75M 0.05% +194 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: 14,098 shares; 2024Q4: 14,677 shares; 2025Q1: 13,791 shares; 2025Q2: 14,462 shares 14,462 $3.66M 0.05% +671 Timeline APLS APELLIS PHARMACEUTICALS INC More: the full row for APELLIS PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,066 shares; 2024Q4: 229,801 shares; 2025Q1: 203,336 shares; 2025Q2: 202,536 shares 202,536 $3.51M 0.04% -800 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: 10,594 shares; 2024Q4: 11,162 shares; 2025Q1: 10,178 shares; 2025Q2: 11,016 shares 11,016 $3.5M 0.04% +838 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,595 shares; 2024Q4: 24,725 shares; 2025Q1: 35,075 shares; 2025Q2: 23,383 shares 23,383 $3.5M 0.04% -11,692 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: 6,091 shares; 2024Q4: 6,054 shares; 2025Q1: 6,230 shares; 2025Q2: 6,137 shares 6,137 $3.48M 0.04% -93 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,528 shares; 2024Q4: 8,019 shares; 2025Q1: 7,248 shares; 2025Q2: 7,281 shares 7,281 $3.41M 0.04% +33 Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,204 shares; 2024Q4: 62,867 shares; 2025Q1: 56,756 shares; 2025Q2: 56,064 shares 56,064 $3.37M 0.04% -692 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: 44,086 shares; 2024Q4: 42,977 shares; 2025Q1: 36,991 shares; 2025Q2: 31,949 shares 31,949 $3.36M 0.04% -5,042 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,784 shares; 2024Q4: 8,023 shares; 2025Q1: 7,910 shares; 2025Q2: 8,779 shares 8,779 $3.32M 0.04% +869 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: 76,491 shares; 2024Q4: 84,054 shares; 2025Q1: 84,200 shares; 2025Q2: 73,057 shares 73,057 $3.31M 0.04% -11,143 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: 39,548 shares; 2024Q4: 40,267 shares; 2025Q1: 38,385 shares; 2025Q2: 33,057 shares 33,057 $3.27M 0.04% -5,328 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: 12,110 shares; 2024Q4: 63,596 shares; 2025Q1: 60,098 shares; 2025Q2: 61,795 shares 61,795 $3.26M 0.04% +1,697 Timeline VOX 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: 19,432 shares; 2024Q4: 19,244 shares; 2025Q1: 19,062 shares; 2025Q2: 19,012 shares 19,012 $3.25M 0.04% -50 Timeline NUMV NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,246 shares; 2024Q4: 89,246 shares; 2025Q1: 89,246 shares; 2025Q2: 89,246 shares 89,246 $3.22M 0.04% 0 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: 12,484 shares; 2024Q4: 12,471 shares; 2025Q1: 12,485 shares; 2025Q2: 12,490 shares 12,490 $3.2M 0.04% +5 Timeline PSQ PROSHARES TR More: the full row for PROSHARES 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: 88,250 shares; 2025Q2: 94,625 shares 94,625 $3.19M 0.04% +6,375 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: 14,588 shares; 2024Q4: 16,438 shares; 2025Q1: 15,171 shares; 2025Q2: 15,778 shares 15,778 $3.18M 0.04% +607 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: 43,929 shares; 2024Q4: 44,957 shares; 2025Q1: 36,475 shares; 2025Q2: 37,057 shares 37,057 $3.14M 0.04% +582 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,246 shares; 2024Q4: 12,837 shares; 2025Q1: 12,930 shares; 2025Q2: 12,905 shares 12,905 $3.14M 0.04% -25 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: 11,750 shares; 2024Q4: 11,748 shares; 2025Q1: 13,214 shares; 2025Q2: 13,393 shares 13,393 $3.12M 0.04% +179 Timeline NUMG NUSHARES ETF TR More: the full row for NUSHARES ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 63,073 shares; 2024Q4: 63,073 shares; 2025Q1: 63,303 shares; 2025Q2: 63,303 shares 63,303 $3.07M 0.04% 0 Timeline XBI 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: 44,478 shares; 2024Q4: 43,931 shares; 2025Q1: 41,232 shares; 2025Q2: 36,683 shares 36,683 $3.04M 0.04% -4,549 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 27,797 shares; 2024Q4: 27,278 shares; 2025Q1: 26,874 shares; 2025Q2: 26,037 shares 26,037 $2.97M 0.04% -837 Timeline PXH 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: 97,692 shares; 2024Q4: 122,915 shares; 2025Q1: 122,915 shares; 2025Q2: 122,915 shares 122,915 $2.87M 0.04% 0 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: 5,508 shares; 2024Q4: 5,166 shares; 2025Q1: 5,166 shares; 2025Q2: 5,157 shares 5,157 $2.84M 0.03% -9 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,746 shares; 2024Q4: 30,746 shares; 2025Q1: 30,708 shares; 2025Q2: 25,830 shares 25,830 $2.83M 0.03% -4,878 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: 12,883 shares; 2024Q4: 12,139 shares; 2025Q1: 12,473 shares; 2025Q2: 12,930 shares 12,930 $2.83M 0.03% +457 Timeline SUSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 134,453 shares; 2024Q4: 122,016 shares; 2025Q1: 118,083 shares; 2025Q2: 111,973 shares 111,973 $2.82M 0.03% -6,110 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: 27,656 shares; 2024Q4: 28,757 shares; 2025Q1: 28,883 shares; 2025Q2: 22,064 shares 22,064 $2.81M 0.03% -6,819 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 35,587 shares; 2024Q4: 35,953 shares; 2025Q1: 40,553 shares; 2025Q2: 45,017 shares 45,017 $2.78M 0.03% +4,464 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: 43,316 shares; 2024Q4: 39,998 shares; 2025Q1: 39,222 shares; 2025Q2: 35,594 shares 35,594 $2.75M 0.03% -3,628 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: 11,358 shares; 2024Q4: 10,940 shares; 2025Q1: 11,289 shares; 2025Q2: 10,025 shares 10,025 $2.74M 0.03% -1,264 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,377 shares; 2024Q4: 7,447 shares; 2025Q1: 21,619 shares; 2025Q2: 22,118 shares 22,118 $2.73M 0.03% +499 Timeline NYT NEW YORK TIMES CO MTN BE More: the full row for NEW YORK TIMES CO MTN BE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,642 shares; 2024Q4: 15,067 shares; 2025Q1: 50,020 shares; 2025Q2: 48,494 shares 48,494 $2.71M 0.03% -1,526 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,930 shares; 2024Q4: 21,155 shares; 2025Q1: 27,163 shares; 2025Q2: 26,663 shares 26,663 $2.68M 0.03% -500 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: 91,380 shares; 2024Q4: 92,269 shares; 2025Q1: 90,000 shares; 2025Q2: 92,513 shares 92,513 $2.68M 0.03% +2,513 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: 2,986 shares; 2024Q4: 2,352 shares; 2025Q1: 11,686 shares; 2025Q2: 10,665 shares 10,665 $2.68M 0.03% -1,021 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,289 shares; 2024Q4: 8,995 shares; 2025Q1: 9,259 shares; 2025Q2: 9,224 shares 9,224 $2.66M 0.03% -35 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: 23,784 shares; 2024Q4: 19,841 shares; 2025Q1: 19,861 shares; 2025Q2: 24,619 shares 24,619 $2.62M 0.03% +4,758 Timeline VCSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 29,786 shares; 2024Q4: 29,038 shares; 2025Q1: 30,185 shares; 2025Q2: 32,894 shares 32,894 $2.62M 0.03% +2,709 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: 10,160 shares; 2024Q4: 10,212 shares; 2025Q1: 9,564 shares; 2025Q2: 9,335 shares 9,335 $2.61M 0.03% -229 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: 11,295 shares; 2024Q4: 14,923 shares; 2025Q1: 33,185 shares; 2025Q2: 30,485 shares 30,485 $2.59M 0.03% -2,700 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: 8,586 shares; 2024Q4: 9,126 shares; 2025Q1: 9,726 shares; 2025Q2: 10,731 shares 10,731 $2.56M 0.03% +1,005 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: 40,147 shares; 2024Q4: 40,817 shares; 2025Q1: 31,574 shares; 2025Q2: 24,594 shares 24,594 $2.55M 0.03% -6,980 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: 37,630 shares; 2024Q4: 37,920 shares; 2025Q1: 38,184 shares; 2025Q2: 30,748 shares 30,748 $2.55M 0.03% -7,436 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: 7,524 shares; 2024Q4: 4,856 shares; 2025Q1: 4,658 shares; 2025Q2: 4,876 shares 4,876 $2.5M 0.03% +218 Timeline IEI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,894 shares; 2024Q4: 22,894 shares; 2025Q1: 22,992 shares; 2025Q2: 20,950 shares 20,950 $2.49M 0.03% -2,042 Timeline PULS PGIM ETF TR More: the full row for PGIM 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: 48,080 shares; 2025Q2: 49,650 shares 49,650 $2.47M 0.03% +1,570 Timeline IVOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,734 shares; 2024Q4: 20,734 shares; 2025Q1: 23,211 shares; 2025Q2: 23,111 shares 23,111 $2.43M 0.03% -100 Timeline PHYS SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 82,720 shares; 2024Q4: 55,520 shares; 2025Q1: 49,900 shares; 2025Q2: 95,651 shares 95,651 $2.42M 0.03% +45,751 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: 3,633 shares; 2024Q4: 3,634 shares; 2025Q1: 3,614 shares; 2025Q2: 3,309 shares 3,309 $2.42M 0.03% -305 Timeline VGSH VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,811 shares; 2024Q4: 39,762 shares; 2025Q1: 39,118 shares; 2025Q2: 40,735 shares 40,735 $2.39M 0.03% +1,617 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: 23,639 shares; 2024Q4: 21,568 shares; 2025Q1: 26,309 shares; 2025Q2: 22,710 shares 22,710 $2.36M 0.03% -3,599 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: 9,024 shares; 2024Q4: 9,024 shares; 2025Q1: 18,168 shares; 2025Q2: 16,153 shares 16,153 $2.35M 0.03% -2,015 Timeline MSTR STRATEGY INC More: the full row for STRATEGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,760 shares; 2024Q4: 5,763 shares; 2025Q1: 5,768 shares; 2025Q2: 5,807 shares 5,807 $2.35M 0.03% +39 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,722 shares; 2024Q4: 21,722 shares; 2025Q1: 21,574 shares; 2025Q2: 22,574 shares 22,574 $2.32M 0.03% +1,000 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,032 shares; 2024Q4: 3,661 shares; 2025Q1: 3,575 shares; 2025Q2: 3,965 shares 3,965 $2.29M 0.03% +390 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: 5,978 shares; 2024Q4: 6,045 shares; 2025Q1: 5,992 shares; 2025Q2: 6,657 shares 6,657 $2.29M 0.03% +665 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: 22,270 shares; 2024Q4: 22,102 shares; 2025Q1: 21,813 shares; 2025Q2: 20,037 shares 20,037 $2.28M 0.03% -1,776 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: 44,502 shares; 2024Q4: 103,983 shares; 2025Q1: 105,262 shares; 2025Q2: 102,811 shares 102,811 $2.27M 0.03% -2,451 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: 4,475 shares; 2024Q4: 4,475 shares; 2025Q1: 10,285 shares; 2025Q2: 9,263 shares 9,263 $2.25M 0.03% -1,022 Timeline VONG VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,305 shares; 2024Q4: 21,305 shares; 2025Q1: 21,305 shares; 2025Q2: 20,476 shares 20,476 $2.24M 0.03% -829 Timeline AIRR 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: not reported; 2024Q4: not reported; 2025Q1: 27,252 shares; 2025Q2: 27,252 shares 27,252 $2.22M 0.03% 0 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,136 shares; 2024Q4: 15,250 shares; 2025Q1: 17,322 shares; 2025Q2: 20,003 shares 20,003 $2.22M 0.03% +2,681 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: 523 shares; 2024Q4: 582 shares; 2025Q1: 606 shares; 2025Q2: 595 shares 595 $2.21M 0.03% -11 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,117 shares; 2024Q4: 10,592 shares; 2025Q1: 29,783 shares; 2025Q2: 29,109 shares 29,109 $2.21M 0.03% -674 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: 6,616 shares; 2024Q4: 7,229 shares; 2025Q1: 10,029 shares; 2025Q2: 9,855 shares 9,855 $2.2M 0.03% -174 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: 2,542 shares; 2024Q4: 2,264 shares; 2025Q1: 2,097 shares; 2025Q2: 2,716 shares 2,716 $2.18M 0.03% +619 Timeline PSLV SPROTT ASSET MANAGEMENT LP More: the full row for SPROTT ASSET MANAGEMENT LP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 212,600 shares; 2024Q4: 212,600 shares; 2025Q1: 212,600 shares; 2025Q2: 175,865 shares 175,865 $2.15M 0.03% -36,735 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,046 shares; 2024Q4: 32,397 shares; 2025Q1: 46,427 shares; 2025Q2: 104,388 shares 104,388 $2.13M 0.03% +57,961 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: 9,073 shares; 2024Q4: 9,585 shares; 2025Q1: 9,033 shares; 2025Q2: 12,053 shares 12,053 $2.13M 0.03% +3,020 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268 shares; 2024Q4: 3,013 shares; 2025Q1: 14,231 shares; 2025Q2: 13,616 shares 13,616 $2.13M 0.03% -615 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: 5,618 shares; 2024Q4: 11,244 shares; 2025Q1: 26,893 shares; 2025Q2: 25,598 shares 25,598 $2.13M 0.03% -1,295 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,207 shares; 2025Q1: 38,181 shares; 2025Q2: 38,572 shares 38,572 $2.1M 0.03% +391 Timeline CCJ CAMECO CORP More: the full row for CAMECO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,443 shares; 2024Q4: 20,868 shares; 2025Q1: 27,018 shares; 2025Q2: 28,093 shares 28,093 $2.09M 0.03% +1,075 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: 11,809 shares; 2024Q4: 11,984 shares; 2025Q1: 19,603 shares; 2025Q2: 20,172 shares 20,172 $2.04M 0.03% +569 Timeline VPU 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: 12,685 shares; 2024Q4: 11,644 shares; 2025Q1: 11,529 shares; 2025Q2: 11,469 shares 11,469 $2.02M 0.02% -60 Timeline FIW 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: 20,885 shares; 2024Q4: 20,298 shares; 2025Q1: 19,922 shares; 2025Q2: 18,682 shares 18,682 $2.02M 0.02% -1,240 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,005 shares; 2024Q4: 13,712 shares; 2025Q1: 13,858 shares; 2025Q2: 14,326 shares 14,326 $2.01M 0.02% +468 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: 11,506 shares; 2024Q4: 10,903 shares; 2025Q1: 10,758 shares; 2025Q2: 10,705 shares 10,705 $2M 0.02% -53 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: 22,718 shares; 2024Q4: 21,885 shares; 2025Q1: 22,021 shares; 2025Q2: 21,331 shares 21,331 $1.96M 0.02% -690 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: 20,467 shares; 2024Q4: 16,418 shares; 2025Q1: 16,422 shares; 2025Q2: 18,373 shares 18,373 $1.94M 0.02% +1,951 Timeline FCN FTI CONSULTING INC More: the full row for FTI CONSULTING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,000 shares; 2024Q4: 12,000 shares; 2025Q1: 12,000 shares; 2025Q2: 12,000 shares 12,000 $1.94M 0.02% 0 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: 27,461 shares; 2024Q4: 29,001 shares; 2025Q1: 28,508 shares; 2025Q2: 28,683 shares 28,683 $1.93M 0.02% +175 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: 3,174 shares; 2024Q4: 3,671 shares; 2025Q1: 3,507 shares; 2025Q2: 3,606 shares 3,606 $1.92M 0.02% +99 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: 5,899 shares; 2024Q4: 5,899 shares; 2025Q1: 28,192 shares; 2025Q2: 26,788 shares 26,788 $1.92M 0.02% -1,404 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,458 shares; 2024Q4: 4,461 shares; 2025Q1: 9,355 shares; 2025Q2: 8,635 shares 8,635 $1.88M 0.02% -720 Timeline GDX 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: 18,564 shares; 2024Q4: 18,564 shares; 2025Q1: 35,037 shares; 2025Q2: 36,003 shares 36,003 $1.87M 0.02% +966 Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,157 shares; 2024Q4: 4,428 shares; 2025Q1: 3,639 shares; 2025Q2: 8,266 shares 8,266 $1.87M 0.02% +4,627 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,285 shares; 2024Q4: 7,323 shares; 2025Q1: 6,474 shares; 2025Q2: 6,999 shares 6,999 $1.86M 0.02% +525 Timeline VFH 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: 14,947 shares; 2024Q4: 14,810 shares; 2025Q1: 14,750 shares; 2025Q2: 14,462 shares 14,462 $1.84M 0.02% -288 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,918 shares; 2024Q4: 5,078 shares; 2025Q1: 5,162 shares; 2025Q2: 5,633 shares 5,633 $1.82M 0.02% +471 Timeline BXSL BLACKSTONE SECD LENDING FD More: the full row for BLACKSTONE SECD LENDING FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 58,939 shares; 2024Q4: 58,939 shares; 2025Q1: 58,939 shares; 2025Q2: 58,939 shares 58,939 $1.81M 0.02% 0 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 994 shares; 2024Q4: 977 shares; 2025Q1: 979 shares; 2025Q2: 988 shares 988 $1.81M 0.02% +9 Timeline OWL BLUE OWL CAPITAL INC More: the full row for BLUE OWL CAPITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 56,665 shares; 2024Q4: 32,323 shares; 2025Q1: 74,086 shares; 2025Q2: 92,831 shares 92,831 $1.78M 0.02% +18,745 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: 85,509 shares 85,509 $1.78M 0.02% new Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,023 shares; 2024Q4: 25,117 shares; 2025Q1: 26,314 shares; 2025Q2: 27,504 shares 27,504 $1.72M 0.02% +1,190 Timeline RMD RESMED INC More: the full row for RESMED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,156 shares; 2024Q4: 6,306 shares; 2025Q1: 6,306 shares; 2025Q2: 6,627 shares 6,627 $1.71M 0.02% +321 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: 36,581 shares; 2024Q4: 35,426 shares; 2025Q1: 36,118 shares; 2025Q2: 32,902 shares 32,902 $1.7M 0.02% -3,216 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: 8,578 shares; 2024Q4: 8,378 shares; 2025Q1: 8,756 shares; 2025Q2: 8,776 shares 8,776 $1.7M 0.02% +20 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: 32,197 shares; 2024Q4: 31,652 shares; 2025Q1: 31,921 shares; 2025Q2: 32,293 shares 32,293 $1.7M 0.02% +372 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 36,300 shares; 2024Q4: 32,276 shares; 2025Q1: 40,297 shares; 2025Q2: 39,114 shares 39,114 $1.7M 0.02% -1,183 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: not reported; 2024Q4: not reported; 2025Q1: 31,120 shares; 2025Q2: 28,420 shares 28,420 $1.66M 0.02% -2,700 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: 5,873 shares; 2024Q4: 5,756 shares; 2025Q1: 5,655 shares; 2025Q2: 5,624 shares 5,624 $1.66M 0.02% -31 Timeline CCK CROWN HLDGS INC More: the full row for CROWN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 15,325 shares; 2025Q2: 15,745 shares 15,745 $1.62M 0.02% +420 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: 4,331 shares; 2024Q4: 5,735 shares; 2025Q1: 5,901 shares; 2025Q2: 6,045 shares 6,045 $1.62M 0.02% +144 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,176 shares; 2024Q4: 2,837 shares; 2025Q1: 7,500 shares; 2025Q2: 6,724 shares 6,724 $1.62M 0.02% -776 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: 9,810 shares; 2024Q4: 10,533 shares; 2025Q1: 10,148 shares; 2025Q2: 11,608 shares 11,608 $1.61M 0.02% +1,460 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: 45,944 shares; 2024Q4: 49,902 shares; 2025Q1: 49,713 shares; 2025Q2: 49,253 shares 49,253 $1.61M 0.02% -460 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: 72,610 shares; 2024Q4: 33,035 shares; 2025Q1: 23,545 shares; 2025Q2: 20,226 shares 20,226 $1.6M 0.02% -3,319 Timeline VGIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 19,453 shares; 2024Q4: 22,578 shares; 2025Q1: 20,785 shares; 2025Q2: 26,688 shares 26,688 $1.6M 0.02% +5,903 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: 13,007 shares; 2024Q4: 12,987 shares; 2025Q1: 13,205 shares; 2025Q2: 11,830 shares 11,830 $1.57M 0.02% -1,375 Timeline JMSI 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: 23,348 shares; 2024Q4: 33,382 shares; 2025Q1: 32,845 shares; 2025Q2: 31,661 shares 31,661 $1.56M 0.02% -1,184 Timeline EDIV 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: 6,527 shares; 2024Q4: 6,527 shares; 2025Q1: 6,527 shares; 2025Q2: 40,933 shares 40,933 $1.56M 0.02% +34,406 Timeline FLOT 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: 30,304 shares; 2024Q4: 30,537 shares; 2025Q1: 30,537 shares; 2025Q2: 30,537 shares 30,537 $1.56M 0.02% 0 Timeline JPST 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: 66,140 shares; 2024Q4: 41,286 shares; 2025Q1: 32,384 shares; 2025Q2: 30,551 shares 30,551 $1.55M 0.02% -1,833 Timeline ARM ARM HOLDINGS PLC More: the full row for ARM HOLDINGS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,971 shares; 2025Q1: 9,469 shares; 2025Q2: 9,429 shares 9,429 $1.53M 0.02% -40 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: 13,424 shares; 2024Q4: 12,647 shares; 2025Q1: 12,797 shares; 2025Q2: 13,598 shares 13,598 $1.51M 0.02% +801 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: 28,759 shares; 2024Q4: 28,759 shares; 2025Q1: 28,759 shares; 2025Q2: 28,759 shares 28,759 $1.51M 0.02% 0 Timeline MBB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,701 shares; 2024Q4: 10,851 shares; 2025Q1: 11,222 shares; 2025Q2: 16,022 shares 16,022 $1.5M 0.02% +4,800 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,946 shares; 2024Q4: 5,945 shares; 2025Q1: 6,014 shares; 2025Q2: 5,799 shares 5,799 $1.5M 0.02% -215 Timeline SUSC 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: 19,519 shares; 2024Q4: 47,722 shares; 2025Q1: 63,272 shares; 2025Q2: 64,189 shares 64,189 $1.49M 0.02% +917 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 511 shares; 2024Q4: 583 shares; 2025Q1: 567 shares; 2025Q2: 569 shares 569 $1.49M 0.02% +2 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: 4,662 shares; 2024Q4: 5,327 shares; 2025Q1: 5,084 shares; 2025Q2: 5,540 shares 5,540 $1.48M 0.02% +456 Timeline MMIN NYLIM ACTIVE ETF TR More: the full row for NYLIM 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: not reported; 2024Q4: not reported; 2025Q1: 33,982 shares; 2025Q2: 63,085 shares 63,085 $1.47M 0.02% +29,103 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,472 shares; 2024Q4: 2,449 shares; 2025Q1: 4,142 shares; 2025Q2: 4,402 shares 4,402 $1.46M 0.02% +260 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: 8,014 shares; 2024Q4: 5,998 shares; 2025Q1: 10,754 shares; 2025Q2: 10,232 shares 10,232 $1.45M 0.02% -522 Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,405 shares; 2024Q4: 6,873 shares; 2025Q1: 33,988 shares; 2025Q2: 31,816 shares 31,816 $1.44M 0.02% -2,172 Timeline JAZZ JAZZ PHARMACEUTICALS PLC More: the full row for JAZZ PHARMACEUTICALS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,770 shares; 2024Q4: 6,386 shares; 2025Q1: 43,445 shares; 2025Q2: 13,511 shares 13,511 $1.43M 0.02% -29,934 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,774 shares; 2024Q4: 10,770 shares; 2025Q1: 11,085 shares; 2025Q2: 11,171 shares 11,171 $1.42M 0.02% +86 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: 9,637 shares; 2024Q4: 9,255 shares; 2025Q1: 9,380 shares; 2025Q2: 9,458 shares 9,458 $1.4M 0.02% +78 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: 1,498 shares; 2024Q4: 1,812 shares; 2025Q1: 2,144 shares; 2025Q2: 2,548 shares 2,548 $1.4M 0.02% +404 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,896 shares; 2024Q4: 4,958 shares; 2025Q1: 4,956 shares; 2025Q2: 5,357 shares 5,357 $1.4M 0.02% +401 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: 57,084 shares; 2024Q4: 54,402 shares; 2025Q1: 67,896 shares; 2025Q2: 41,187 shares 41,187 $1.39M 0.02% -26,709 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: 6,797 shares; 2024Q4: 6,510 shares; 2025Q1: 7,605 shares; 2025Q2: 7,602 shares 7,602 $1.39M 0.02% -3 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: 3,647 shares; 2024Q4: 3,927 shares; 2025Q1: 4,094 shares; 2025Q2: 4,299 shares 4,299 $1.38M 0.02% +205 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,761 shares; 2024Q4: 3,771 shares; 2025Q1: 3,556 shares; 2025Q2: 3,401 shares 3,401 $1.37M 0.02% -155 Timeline DAL DELTA AIR LINES INC More: the full row for DELTA AIR LINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 28,189 shares; 2025Q2: 27,756 shares 27,756 $1.37M 0.02% -433 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: 18,259 shares; 2024Q4: 16,769 shares; 2025Q1: 15,887 shares; 2025Q2: 13,525 shares 13,525 $1.36M 0.02% -2,362 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: 11,080 shares; 2024Q4: 11,287 shares; 2025Q1: 11,176 shares; 2025Q2: 11,515 shares 11,515 $1.36M 0.02% +339 Timeline VERVE THERAPEUTICS INC VERVE THERAPEUTICS INC More: the full row for VERVE THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 50,000 shares; 2024Q4: 60,000 shares; 2025Q1: 80,000 shares; 2025Q2: 120,000 shares 120,000 $1.35M 0.02% +40,000 LYB LYONDELLBASELL INDUSTRIES NV More: the full row for LYONDELLBASELL INDUSTRIES NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 38,882 shares; 2024Q4: 31,995 shares; 2025Q1: 26,757 shares; 2025Q2: 23,269 shares 23,269 $1.35M 0.02% -3,488 Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 21,843 shares; 2024Q4: 20,139 shares; 2025Q1: 21,821 shares; 2025Q2: 21,864 shares 21,864 $1.34M 0.02% +43 CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 22,605 shares; 2024Q4: 24,527 shares; 2025Q1: 24,527 shares; 2025Q2: 24,638 shares 24,638 $1.34M 0.02% +111 Timeline ULS UL SOLUTIONS INC More: the full row for UL SOLUTIONS 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: 18,020 shares; 2025Q2: 18,260 shares 18,260 $1.33M 0.02% +240 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: 9,105 shares; 2024Q4: 10,136 shares; 2025Q1: 14,233 shares; 2025Q2: 14,703 shares 14,703 $1.32M 0.02% +470 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,339 shares; 2024Q4: 6,606 shares; 2025Q1: 8,308 shares; 2025Q2: 7,799 shares 7,799 $1.32M 0.02% -509 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: 23,188 shares; 2024Q4: 22,888 shares; 2025Q1: 22,318 shares; 2025Q2: 22,414 shares 22,414 $1.31M 0.02% +96 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,720 shares; 2024Q4: 2,720 shares; 2025Q1: 12,035 shares; 2025Q2: 10,860 shares 10,860 $1.29M 0.02% -1,175 Timeline ENSG ENSIGN GROUP INC More: the full row for ENSIGN GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,658 shares; 2024Q4: 8,658 shares; 2025Q1: 8,371 shares; 2025Q2: 8,371 shares 8,371 $1.29M 0.02% 0 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: 240,125 shares; 2024Q4: 241,319 shares; 2025Q1: 18,599 shares; 2025Q2: 18,599 shares 18,599 $1.29M 0.02% 0 Timeline TPL TEXAS PACIFIC LAND CORPORATI More: the full row for TEXAS PACIFIC LAND CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,070 shares; 2024Q4: 1,500 shares; 2025Q1: 1,503 shares; 2025Q2: 1,208 shares 1,208 $1.28M 0.02% -295 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: 6,879 shares; 2024Q4: 6,868 shares; 2025Q1: 7,281 shares; 2025Q2: 6,498 shares 6,498 $1.27M 0.02% -783 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: not reported; 2024Q4: not reported; 2025Q1: 20,689 shares; 2025Q2: 19,055 shares 19,055 $1.26M 0.02% -1,634 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 31,498 shares; 2024Q4: 30,680 shares; 2025Q1: 30,186 shares; 2025Q2: 29,786 shares 29,786 $1.26M 0.02% -400 Timeline WPM WHEATON PRECIOUS METALS CORP More: the full row for WHEATON PRECIOUS METALS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,169 shares; 2024Q4: 14,009 shares; 2025Q1: 14,035 shares; 2025Q2: 14,000 shares 14,000 $1.26M 0.02% -35 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,131 shares; 2024Q4: 3,717 shares; 2025Q1: 3,782 shares; 2025Q2: 4,070 shares 4,070 $1.25M 0.02% +288 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: 19,708 shares; 2024Q4: 18,377 shares; 2025Q1: 21,020 shares; 2025Q2: 12,666 shares 12,666 $1.25M 0.02% -8,354 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,733 shares; 2024Q4: 1,860 shares; 2025Q1: 2,436 shares; 2025Q2: 3,325 shares 3,325 $1.25M 0.02% +889 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: 13,012 shares; 2024Q4: 13,382 shares; 2025Q1: 13,012 shares; 2025Q2: 13,105 shares 13,105 $1.25M 0.02% +93 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: not reported; 2024Q4: not reported; 2025Q1: 8,844 shares; 2025Q2: 8,969 shares 8,969 $1.24M 0.02% +125 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: 12,967 shares; 2024Q4: 12,869 shares; 2025Q1: 12,654 shares; 2025Q2: 13,605 shares 13,605 $1.24M 0.02% +951 Timeline NEU NEWMARKET CORP More: the full row for NEWMARKET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 610 shares; 2024Q4: 2,210 shares; 2025Q1: 2,210 shares; 2025Q2: 1,765 shares 1,765 $1.22M 0.02% -445 Timeline TTD THE TRADE DESK INC More: the full row for THE TRADE DESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,104 shares; 2024Q4: 16,581 shares; 2025Q1: 16,334 shares; 2025Q2: 16,914 shares 16,914 $1.22M 0.01% +580 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: 1,491 shares; 2024Q4: 1,491 shares; 2025Q1: 2,445 shares; 2025Q2: 2,776 shares 2,776 $1.22M 0.01% +331 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: 11,033 shares; 2024Q4: 12,092 shares; 2025Q1: 11,041 shares; 2025Q2: 10,051 shares 10,051 $1.2M 0.01% -990 Timeline VXF VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,043 shares; 2024Q4: 3,043 shares; 2025Q1: not reported; 2025Q2: 6,213 shares 6,213 $1.2M 0.01% new Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,643 shares; 2024Q4: 11,628 shares; 2025Q1: 10,090 shares; 2025Q2: 9,316 shares 9,316 $1.19M 0.01% -774 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,575 shares; 2024Q4: 9,575 shares; 2025Q1: 9,575 shares; 2025Q2: 9,797 shares 9,797 $1.19M 0.01% +222 Timeline VDE 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: 12,215 shares; 2024Q4: 10,285 shares; 2025Q1: 10,192 shares; 2025Q2: 9,963 shares 9,963 $1.19M 0.01% -229 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 5,492 shares; 2025Q1: 5,980 shares; 2025Q2: 6,328 shares 6,328 $1.18M 0.01% +348 Timeline ULST 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: 28,840 shares; 2024Q4: 28,840 shares; 2025Q1: 28,840 shares; 2025Q2: 28,840 shares 28,840 $1.17M 0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,399 shares; 2025Q2: 1,416 shares 1,416 $1.17M 0.01% +17 Timeline ORI OLD REP INTL CORP More: the full row for OLD REP INTL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 30,184 shares; 2025Q2: 30,459 shares 30,459 $1.17M 0.01% +275 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: 4,965 shares; 2024Q4: 29,227 shares; 2025Q1: 44,147 shares; 2025Q2: 44,715 shares 44,715 $1.16M 0.01% +568 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,198 shares; 2024Q4: 10,290 shares; 2025Q1: 8,817 shares; 2025Q2: 8,821 shares 8,821 $1.13M 0.01% +4 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: 10,586 shares; 2024Q4: 10,586 shares; 2025Q1: 10,474 shares; 2025Q2: 10,693 shares 10,693 $1.13M 0.01% +219 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,547 shares; 2024Q4: 3,908 shares; 2025Q1: 4,217 shares; 2025Q2: 4,651 shares 4,651 $1.13M 0.01% +434 Timeline VONV VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,225 shares; 2024Q4: 13,225 shares; 2025Q1: 13,225 shares; 2025Q2: 13,225 shares 13,225 $1.13M 0.01% 0 Timeline QUAL 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: 5,336 shares; 2024Q4: 5,448 shares; 2025Q1: 5,448 shares; 2025Q2: 6,142 shares 6,142 $1.12M 0.01% +694 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,596 shares; 2024Q4: 2,176 shares; 2025Q1: 2,929 shares; 2025Q2: 3,206 shares 3,206 $1.12M 0.01% +277 Timeline PZA 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: 50,000 shares; 2024Q4: 50,000 shares; 2025Q1: 50,000 shares; 2025Q2: 50,000 shares 50,000 $1.12M 0.01% 0 Timeline LULU LULULEMON ATHLETICA INC More: the full row for LULULEMON ATHLETICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,664 shares; 2024Q4: 5,916 shares; 2025Q1: 4,929 shares; 2025Q2: 4,697 shares 4,697 $1.12M 0.01% -232 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: 26,103 shares; 2024Q4: 26,103 shares; 2025Q1: 26,103 shares; 2025Q2: 25,971 shares 25,971 $1.11M 0.01% -132 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: 37,020 shares; 2024Q4: 39,369 shares; 2025Q1: 22,418 shares; 2025Q2: 22,418 shares 22,418 $1.1M 0.01% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,368 shares; 2024Q4: 1,372 shares; 2025Q1: 1,416 shares; 2025Q2: 1,365 shares 1,365 $1.09M 0.01% -51 Timeline ING ING GROEP N.V. More: the full row for ING GROEP N.V. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 30,019 shares; 2024Q4: 32,207 shares; 2025Q1: 46,612 shares; 2025Q2: 49,283 shares 49,283 $1.08M 0.01% +2,671 Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,443 shares; 2024Q4: 9,952 shares; 2025Q1: 11,117 shares; 2025Q2: 10,326 shares 10,326 $1.08M 0.01% -791 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: 11,424 shares; 2024Q4: 10,754 shares; 2025Q1: 8,270 shares; 2025Q2: 8,296 shares 8,296 $1.07M 0.01% +26 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: 29,957 shares; 2024Q4: 28,448 shares; 2025Q1: 33,323 shares; 2025Q2: 34,336 shares 34,336 $1.06M 0.01% +1,013 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: 15,351 shares; 2024Q4: 16,085 shares; 2025Q1: 14,808 shares; 2025Q2: 14,266 shares 14,266 $1.06M 0.01% -542 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: 8,665 shares; 2024Q4: 8,965 shares; 2025Q1: 12,387 shares; 2025Q2: 9,538 shares 9,538 $1.05M 0.01% -2,849 Timeline CFG CITIZENS FINL GROUP INC More: the full row for CITIZENS FINL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 13,670 shares; 2025Q2: 23,091 shares 23,091 $1.03M 0.01% +9,421 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: 47,291 shares; 2024Q4: 45,626 shares; 2025Q1: 46,695 shares; 2025Q2: 42,059 shares 42,059 $1.03M 0.01% -4,636 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: 11,453 shares; 2024Q4: 12,014 shares; 2025Q1: 12,730 shares; 2025Q2: 8,599 shares 8,599 $1.03M 0.01% -4,131 Timeline MLPX 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: 22,812 shares; 2024Q4: 16,213 shares; 2025Q1: 16,114 shares; 2025Q2: 16,172 shares 16,172 $1.01M 0.01% +58 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: 1,516 shares; 2024Q4: 2,463 shares; 2025Q1: 2,673 shares; 2025Q2: 3,377 shares 3,377 $1.01M 0.01% +704 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 26,755 shares; 2024Q4: 26,779 shares; 2025Q1: 26,030 shares; 2025Q2: 24,547 shares 24,547 $1.01M 0.01% -1,483 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,424 shares; 2024Q4: 4,495 shares; 2025Q1: 4,358 shares; 2025Q2: 4,363 shares 4,363 $1.01M 0.01% +5 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: not reported; 2024Q4: 6,430 shares; 2025Q1: 4,613 shares; 2025Q2: 13,682 shares 13,682 $1.01M 0.01% +9,069 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: 20,919 shares; 2024Q4: 22,819 shares; 2025Q1: 23,407 shares; 2025Q2: 17,926 shares 17,926 $1.01M 0.01% -5,481 Timeline VAW 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: 5,400 shares; 2024Q4: 5,205 shares; 2025Q1: 5,145 shares; 2025Q2: 5,110 shares 5,110 $996K 0.01% -35 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: 74,829 shares; 2024Q4: 73,424 shares; 2025Q1: 53,758 shares; 2025Q2: 44,174 shares 44,174 $989K 0.01% -9,584 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 14,169 shares; 2024Q4: 13,669 shares; 2025Q1: 13,791 shares; 2025Q2: 14,009 shares 14,009 $971K 0.01% +218 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,207 shares; 2024Q4: 1,231 shares; 2025Q1: 1,149 shares; 2025Q2: 1,286 shares 1,286 $969K 0.01% +137 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: 2,428 shares; 2024Q4: 2,456 shares; 2025Q1: 2,654 shares; 2025Q2: 2,933 shares 2,933 $961K 0.01% +279 Timeline SCHM SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,400 shares; 2024Q4: 34,200 shares; 2025Q1: 34,200 shares; 2025Q2: 34,200 shares 34,200 $959K 0.01% 0 Timeline SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,358 shares; 2024Q4: 5,358 shares; 2025Q1: 11,209 shares; 2025Q2: 9,972 shares 9,972 $951K 0.01% -1,237 Timeline STPZ PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,638 shares; 2024Q4: 17,638 shares; 2025Q1: 17,638 shares; 2025Q2: 17,638 shares 17,638 $949K 0.01% 0 Timeline FULC FULCRUM THERAPEUTICS INC More: the full row for FULCRUM THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 136,555 shares; 2024Q4: 136,555 shares; 2025Q1: 136,555 shares; 2025Q2: 136,555 shares 136,555 $939K 0.01% 0 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: 9,842 shares; 2024Q4: 9,766 shares; 2025Q1: 10,283 shares; 2025Q2: 10,378 shares 10,378 $928K 0.01% +95 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,906 shares; 2024Q4: 7,508 shares; 2025Q1: 19,364 shares; 2025Q2: 18,788 shares 18,788 $925K 0.01% -576 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: 2,655 shares; 2024Q4: 2,121 shares; 2025Q1: 2,096 shares; 2025Q2: 2,358 shares 2,358 $917K 0.01% +262 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: 2,832 shares; 2024Q4: 3,143 shares; 2025Q1: 2,890 shares; 2025Q2: 3,321 shares 3,321 $915K 0.01% +431 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,511 shares; 2024Q4: 7,341 shares; 2025Q1: 6,040 shares; 2025Q2: 5,529 shares 5,529 $915K 0.01% -511 Timeline GDXJ 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: 15,065 shares; 2024Q4: 10,065 shares; 2025Q1: 11,691 shares; 2025Q2: 13,510 shares 13,510 $913K 0.01% +1,819 Timeline TW TRADEWEB MKTS INC More: the full row for TRADEWEB MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,620 shares; 2024Q4: 6,228 shares; 2025Q1: 6,228 shares; 2025Q2: 6,221 shares 6,221 $911K 0.01% -7 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,207 shares; 2024Q4: 4,170 shares; 2025Q1: 4,541 shares; 2025Q2: 4,670 shares 4,670 $906K 0.01% +129 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: 9,971 shares; 2024Q4: 10,732 shares; 2025Q1: 11,591 shares; 2025Q2: 12,570 shares 12,570 $904K 0.01% +979 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP 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: 3,364 shares; 2025Q1: 14,507 shares; 2025Q2: 13,967 shares 13,967 $904K 0.01% -540 Timeline VIPER ENERGY INC VIPER ENERGY INC More: the full row for VIPER ENERGY 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: 23,393 shares; 2025Q2: 23,623 shares 23,623 $901K 0.01% +230 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: 10,744 shares; 2024Q4: 11,447 shares; 2025Q1: 11,611 shares; 2025Q2: 12,063 shares 12,063 $897K 0.01% +452 Timeline IP INTERNATIONAL PAPER CO More: the full row for INTERNATIONAL PAPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,609 shares; 2024Q4: 8,603 shares; 2025Q1: 18,194 shares; 2025Q2: 19,015 shares 19,015 $890K 0.01% +821 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,587 shares; 2024Q4: 4,731 shares; 2025Q1: 4,018 shares; 2025Q2: 4,049 shares 4,049 $885K 0.01% +31 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: 6,915 shares; 2024Q4: 6,915 shares; 2025Q1: 6,915 shares; 2025Q2: 6,840 shares 6,840 $865K 0.01% -75 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: 7,568 shares; 2024Q4: 7,968 shares; 2025Q1: 7,961 shares; 2025Q2: 9,421 shares 9,421 $865K 0.01% +1,460 Timeline EFAV 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: 10,969 shares; 2024Q4: 10,219 shares; 2025Q1: 10,219 shares; 2025Q2: 10,219 shares 10,219 $859K 0.01% 0 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,325 shares; 2024Q4: 11,362 shares; 2025Q1: 11,410 shares; 2025Q2: 11,194 shares 11,194 $858K 0.01% -216 Timeline RVMD REVOLUTION MEDICINES INC More: the full row for REVOLUTION MEDICINES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 23,095 shares; 2024Q4: 23,095 shares; 2025Q1: 23,095 shares; 2025Q2: 23,095 shares 23,095 $850K 0.01% 0 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,460 shares; 2024Q4: 4,460 shares; 2025Q1: 4,948 shares; 2025Q2: 4,725 shares 4,725 $849K 0.01% -223 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: 8,053 shares; 2024Q4: 8,053 shares; 2025Q1: 7,921 shares; 2025Q2: 7,896 shares 7,896 $848K 0.01% -25 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: 2,257 shares; 2024Q4: 2,128 shares; 2025Q1: 3,464 shares; 2025Q2: 3,062 shares 3,062 $848K 0.01% -402 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,844 shares; 2024Q4: 6,860 shares; 2025Q1: 7,277 shares; 2025Q2: 7,341 shares 7,341 $847K 0.01% +64 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: 6,195 shares; 2024Q4: 7,803 shares; 2025Q1: 9,564 shares; 2025Q2: 9,567 shares 9,567 $845K 0.01% +3 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: 13,686 shares; 2024Q4: 14,954 shares; 2025Q1: 10,772 shares; 2025Q2: 10,748 shares 10,748 $841K 0.01% -24 Timeline BIV VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,863 shares; 2024Q4: 10,863 shares; 2025Q1: 10,863 shares; 2025Q2: 10,863 shares 10,863 $840K 0.01% 0 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,184 shares; 2024Q4: 11,223 shares; 2025Q1: 12,250 shares; 2025Q2: 12,000 shares 12,000 $839K 0.01% -250 Timeline MTSI MACOM TECH SOLUTIONS HLDGS I More: the full row for MACOM TECH SOLUTIONS HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,860 shares; 2025Q2: 5,850 shares 5,850 $838K 0.01% -10 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: 16,939 shares; 2024Q4: 17,094 shares; 2025Q1: 5,444 shares; 2025Q2: 6,154 shares 6,154 $835K 0.01% +710 Timeline BAH BOOZ ALLEN HAMILTON HLDG COR More: the full row for BOOZ ALLEN HAMILTON HLDG COR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 8,126 shares; 2025Q2: 7,991 shares 7,991 $832K 0.01% -135 Timeline IUSB 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: 17,493 shares; 2024Q4: 17,493 shares; 2025Q1: 17,073 shares; 2025Q2: 17,901 shares 17,901 $828K 0.01% +828 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: 28,585 shares; 2024Q4: 28,520 shares; 2025Q1: 27,843 shares; 2025Q2: 35,131 shares 35,131 $826K 0.01% +7,288 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: 13,514 shares; 2024Q4: 13,567 shares; 2025Q1: 13,300 shares; 2025Q2: 13,466 shares 13,466 $814K 0.01% +166 Timeline SCI SERVICE CORP INTL More: the full row for SERVICE CORP INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 11,780 shares; 2025Q2: 9,980 shares 9,980 $812K 0.01% -1,800 Timeline HEDJ WISDOMTREE TR More: the full row for WISDOMTREE 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: 16,794 shares; 2025Q1: 16,794 shares; 2025Q2: 16,794 shares 16,794 $808K 0.01% 0 Timeline VYGR VOYAGER THERAPEUTICS INC More: the full row for VOYAGER THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 259,397 shares; 2024Q4: 259,397 shares; 2025Q1: 259,397 shares; 2025Q2: 259,397 shares 259,397 $807K 0.01% 0 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: 3,294 shares; 2024Q4: 3,443 shares; 2025Q1: 3,435 shares; 2025Q2: 3,535 shares 3,535 $804K 0.01% +100 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,200 shares; 2024Q4: 13,217 shares; 2025Q1: 13,574 shares; 2025Q2: 10,555 shares 10,555 $800K 0.01% -3,019 Timeline BMEZ BLACKROCK HEALTH SCIENCES TE More: the full row for BLACKROCK HEALTH SCIENCES TE 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: 23,902 shares; 2025Q1: 55,824 shares; 2025Q2: 55,824 shares 55,824 $796K 0.01% 0 Timeline RTO RENTOKIL INITIAL PLC More: the full row for RENTOKIL INITIAL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 24,072 shares; 2024Q4: 30,717 shares; 2025Q1: 32,950 shares; 2025Q2: 33,132 shares 33,132 $795K 0.01% +182 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,162 shares; 2024Q4: 3,162 shares; 2025Q1: 3,245 shares; 2025Q2: 3,166 shares 3,166 $781K 0.01% -79 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,146 shares; 2024Q4: 7,063 shares; 2025Q1: 4,712 shares; 2025Q2: 4,880 shares 4,880 $769K 0.01% +168 Timeline CCEP COCA-COLA EUROPACIFIC PARTNE More: the full row for COCA-COLA EUROPACIFIC PARTNE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,345 shares; 2024Q4: 5,908 shares; 2025Q1: 7,945 shares; 2025Q2: 8,280 shares 8,280 $768K 0.01% +335 Timeline URA 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: 16,912 shares; 2024Q4: 19,607 shares; 2025Q1: 19,607 shares; 2025Q2: 19,607 shares 19,607 $761K 0.01% 0 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,329 shares; 2024Q4: 6,279 shares; 2025Q1: 5,976 shares; 2025Q2: 6,052 shares 6,052 $752K 0.01% +76 Timeline MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 647 shares; 2025Q1: 2,067 shares; 2025Q2: 2,393 shares 2,393 $751K 0.01% +326 Timeline BHP BHP BILLITON LIMITED More: the full row for BHP BILLITON LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 18,676 shares; 2024Q4: 17,022 shares; 2025Q1: 16,366 shares; 2025Q2: 15,588 shares 15,588 $750K 0.01% -778 Timeline VHT 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: 3,328 shares; 2024Q4: 3,416 shares; 2025Q1: 3,068 shares; 2025Q2: 2,997 shares 2,997 $744K 0.01% -71 Timeline CCI CROWN CASTLE INC More: the full row for CROWN CASTLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,180 shares; 2024Q4: 7,855 shares; 2025Q1: 6,988 shares; 2025Q2: 7,239 shares 7,239 $744K 0.01% +251 Timeline RBC RBC BEARINGS INC More: the full row for RBC BEARINGS 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: 2,017 shares; 2025Q2: 1,922 shares 1,922 $740K 0.01% -95 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE 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: 3,526 shares; 2025Q2: 3,192 shares 3,192 $736K 0.01% -334 Timeline RPM RPM INTL INC More: the full row for RPM INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,688 shares; 2024Q4: 5,798 shares; 2025Q1: 6,862 shares; 2025Q2: 6,609 shares 6,609 $726K 0.01% -253 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: 2,406 shares; 2024Q4: 2,944 shares; 2025Q1: 4,809 shares; 2025Q2: 5,860 shares 5,860 $711K 0.01% +1,051 Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,874 shares; 2024Q4: 3,715 shares; 2025Q1: 4,517 shares; 2025Q2: 3,961 shares 3,961 $707K 0.01% -556 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: 10,358 shares; 2024Q4: 9,547 shares; 2025Q1: 9,777 shares; 2025Q2: 10,284 shares 10,284 $705K 0.01% +507 Timeline VMRK VIVMARK RESIDENTIAL More: the full row for VIVMARK RESIDENTIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 13,383 shares; 2024Q4: 12,033 shares; 2025Q1: 11,399 shares; 2025Q2: 10,447 shares 10,447 $705K 0.01% -952 Timeline GTES GATES INDL CORP PLC More: the full row for GATES INDL CORP PLC 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: 30,181 shares; 2025Q2: 30,307 shares 30,307 $698K 0.01% +126 Timeline LOPE GRAND CANYON ED INC More: the full row for GRAND CANYON ED 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: 3,688 shares; 2025Q2: 3,688 shares 3,688 $697K 0.01% 0 Timeline BTC GRAYSCALE BITCOIN MINI TR ET More: the full row for GRAYSCALE BITCOIN MINI TR ET 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: 15,423 shares; 2025Q1: 15,430 shares; 2025Q2: 14,430 shares 14,430 $689K 0.01% -1,000 Timeline VIS 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: 2,674 shares; 2024Q4: 2,674 shares; 2025Q1: 2,654 shares; 2025Q2: 2,448 shares 2,448 $686K 0.01% -206 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: 8,774 shares; 2024Q4: 8,925 shares; 2025Q1: 8,774 shares; 2025Q2: 8,434 shares 8,434 $683K 0.01% -340 Timeline AEIS ADVANCED ENERGY INDS More: the full row for ADVANCED ENERGY INDS 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: 1,888 shares; 2025Q1: 4,100 shares; 2025Q2: 5,147 shares 5,147 $682K 0.01% +1,047 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,651 shares; 2025Q2: 6,561 shares 6,561 $681K 0.01% -90 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,499 shares; 2025Q2: 1,635 shares 1,635 $665K 0.01% +136 ICLN 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: 168,972 shares; 2024Q4: 70,486 shares; 2025Q1: 69,090 shares; 2025Q2: 50,240 shares 50,240 $659K 0.01% -18,850 Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41,954 shares; 2024Q4: 47,519 shares; 2025Q1: 61,931 shares; 2025Q2: 63,471 shares 63,471 $658K 0.01% +1,540 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: 2,712 shares; 2024Q4: 2,821 shares; 2025Q1: 3,412 shares; 2025Q2: 3,020 shares 3,020 $656K 0.01% -392 Timeline SPXC SPX TECHNOLOGIES INC More: the full row for SPX TECHNOLOGIES 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: 3,880 shares; 2025Q2: 3,880 shares 3,880 $651K 0.01% 0 Timeline CRH CRH PLC More: the full row for CRH PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,612 shares; 2024Q4: 7,002 shares; 2025Q1: 6,748 shares; 2025Q2: 7,060 shares 7,060 $650K 0.01% +312 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: not reported; 2024Q4: not reported; 2025Q1: 13,635 shares; 2025Q2: 11,585 shares 11,585 $649K 0.01% -2,050 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: 7,964 shares; 2024Q4: 9,674 shares; 2025Q1: 9,740 shares; 2025Q2: 8,712 shares 8,712 $649K 0.01% -1,028 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: 10,927 shares; 2024Q4: 10,927 shares; 2025Q1: 23,780 shares; 2025Q2: 17,430 shares 17,430 $647K 0.01% -6,350 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: not reported; 2024Q4: not reported; 2025Q1: 22,728 shares; 2025Q2: 19,880 shares 19,880 $645K 0.01% -2,848 Timeline IBKR INTERACTIVE BROKERS GROUP IN More: the full row for INTERACTIVE BROKERS GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,565 shares; 2025Q1: 2,198 shares; 2025Q2: 11,607 shares 11,607 $643K 0.01% +9,409 Timeline SOLV SOLVENTUM CORP More: the full row for SOLVENTUM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,389 shares; 2024Q4: 9,915 shares; 2025Q1: 9,225 shares; 2025Q2: 8,334 shares 8,334 $632K 0.01% -891 Timeline RYTM RHYTHM PHARMACEUTICALS INC More: the full row for RHYTHM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 20,000 shares; 2024Q4: 20,000 shares; 2025Q1: 15,000 shares; 2025Q2: 10,000 shares 10,000 $632K 0.01% -5,000 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: 17,638 shares; 2024Q4: 14,616 shares; 2025Q1: 15,820 shares; 2025Q2: 16,400 shares 16,400 $630K 0.01% +580 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: 6,583 shares; 2024Q4: 6,639 shares; 2025Q1: 7,156 shares; 2025Q2: 7,187 shares 7,187 $627K 0.01% +31 Timeline BAP CREDICORP LTD More: the full row for CREDICORP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,859 shares; 2024Q4: 1,939 shares; 2025Q1: 2,734 shares; 2025Q2: 2,799 shares 2,799 $626K 0.01% +65 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: 8,988 shares; 2024Q4: 13,475 shares; 2025Q1: 15,766 shares; 2025Q2: 14,439 shares 14,439 $621K 0.01% -1,327 Timeline FTAI FTAI AVIATION LTD More: the full row for FTAI AVIATION LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,426 shares; 2025Q2: 5,371 shares 5,371 $618K 0.01% +1,945 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: 5,789 shares; 2024Q4: 5,599 shares; 2025Q1: 8,327 shares; 2025Q2: 8,121 shares 8,121 $617K 0.01% -206 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 17,810 shares; 2024Q4: 16,810 shares; 2025Q1: 19,910 shares; 2025Q2: 18,759 shares 18,759 $615K 0.01% -1,151 Timeline FNV FRANCO NEV CORP More: the full row for FRANCO NEV CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,480 shares; 2024Q4: 3,755 shares; 2025Q1: 3,755 shares; 2025Q2: 3,750 shares 3,750 $615K 0.01% -5 Timeline ZBH ZIMMER BIOMET HOLDINGS INC More: the full row for ZIMMER BIOMET HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,005 shares; 2024Q4: 6,846 shares; 2025Q1: 6,998 shares; 2025Q2: 6,724 shares 6,724 $613K 0.01% -274 Timeline VOTE TCW ETF TRUST More: the full row for TCW ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,045 shares; 2024Q4: 8,420 shares; 2025Q1: 8,420 shares; 2025Q2: 8,420 shares 8,420 $612K 0.01% 0 Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 12,211 shares; 2024Q4: 14,321 shares; 2025Q1: 14,512 shares; 2025Q2: 14,972 shares 14,972 $609K 0.01% +460 Timeline