AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 102,850 shares; 2024Q4: 324,319 shares; 2025Q1: 383,767 shares; 2025Q2: 383,767 shares 383,767 $38.1M 12.27% 0 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: 352,089 shares; 2024Q4: 370,889 shares; 2025Q1: 370,889 shares; 2025Q2: 370,889 shares 370,889 $35.3M 11.37% 0 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: 14,633 shares; 2024Q4: 14,633 shares; 2025Q1: 14,633 shares; 2025Q2: 19,628 shares 19,628 $12.1M 3.91% +4,995 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: 23,433 shares; 2024Q4: 23,364 shares; 2025Q1: 20,918 shares; 2025Q2: 20,553 shares 20,553 $10.2M 3.3% -365 Timeline DY DYCOM INDS INC More: the full row for DYCOM INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 33,811 shares; 2024Q4: 33,811 shares; 2025Q1: 33,811 shares; 2025Q2: 33,811 shares 33,811 $8.26M 2.66% 0 Timeline ALK ALASKA AIR GROUP INC More: the full row for ALASKA AIR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 166,270 shares; 2024Q4: 166,270 shares; 2025Q1: 166,270 shares; 2025Q2: 166,270 shares 166,270 $8.23M 2.65% 0 Timeline LASR NLIGHT INC More: the full row for NLIGHT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,977 shares; 2024Q4: 397,391 shares; 2025Q1: 397,391 shares; 2025Q2: 393,572 shares 393,572 $7.75M 2.5% -3,819 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: 14,751 shares; 2024Q4: 14,751 shares; 2025Q1: 14,751 shares; 2025Q2: 14,751 shares 14,751 $7.51M 2.42% 0 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: 27,137 shares; 2024Q4: 27,089 shares; 2025Q1: 21,465 shares; 2025Q2: 13,813 shares 13,813 $7.31M 2.36% -7,652 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: 37,746 shares; 2024Q4: 37,746 shares; 2025Q1: 37,746 shares; 2025Q2: 83,224 shares 83,224 $7.25M 2.34% +45,478 Timeline MTZ MASTEC INC More: the full row for MASTEC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 55,996 shares; 2024Q4: 48,680 shares; 2025Q1: 42,246 shares; 2025Q2: 42,246 shares 42,246 $7.2M 2.32% 0 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 11,515 shares; 2024Q4: 23,283 shares; 2025Q1: 43,990 shares; 2025Q2: 64,031 shares 64,031 $7.08M 2.28% +20,041 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: not reported; 2024Q4: not reported; 2025Q1: 28,637 shares; 2025Q2: 38,227 shares 38,227 $6.95M 2.24% +9,590 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: not reported; 2024Q4: 7,233 shares; 2025Q1: 8,720 shares; 2025Q2: 8,720 shares 8,720 $6.8M 2.19% 0 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: 132,664 shares; 2024Q4: 129,841 shares; 2025Q1: 129,841 shares; 2025Q2: 129,359 shares 129,359 $6.73M 2.17% -482 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: 141,764 shares; 2024Q4: 141,764 shares; 2025Q1: 141,764 shares; 2025Q2: 141,764 shares 141,764 $6.71M 2.16% 0 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: 35,746 shares; 2024Q4: 35,608 shares; 2025Q1: 29,505 shares; 2025Q2: 29,505 shares 29,505 $6.47M 2.09% 0 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 11,922 shares; 2025Q1: 17,781 shares; 2025Q2: 17,781 shares 17,781 $6.35M 2.05% 0 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: 8,955 shares; 2024Q4: 8,923 shares; 2025Q1: 6,407 shares; 2025Q2: 6,407 shares 6,407 $6.34M 2.04% 0 Timeline GVA GRANITE CONSTR INC More: the full row for GRANITE CONSTR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 81,586 shares; 2024Q4: 81,216 shares; 2025Q1: 67,609 shares; 2025Q2: 67,609 shares 67,609 $6.32M 2.04% 0 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: 66,817 shares; 2024Q4: 66,817 shares; 2025Q1: 66,817 shares; 2025Q2: 66,817 shares 66,817 $6.23M 2.01% 0 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 465,551 shares; 2024Q4: 566,469 shares; 2025Q1: 798,964 shares; 2025Q2: 566,469 shares 566,469 $6.15M 1.98% -232,495 Timeline DAR DARLING INGREDIENTS INC More: the full row for DARLING INGREDIENTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 162,959 shares; 2024Q4: 162,959 shares; 2025Q1: 162,959 shares; 2025Q2: 161,890 shares 161,890 $6.14M 1.98% -1,069 Timeline GEHC GE HEALTHCARE TECHNOLOGIES I More: the full row for GE HEALTHCARE TECHNOLOGIES I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 80,809 shares; 2024Q4: 80,809 shares; 2025Q1: 80,809 shares; 2025Q2: 80,809 shares 80,809 $5.99M 1.93% 0 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: 29,862 shares; 2024Q4: 29,862 shares; 2025Q1: 29,862 shares; 2025Q2: 29,862 shares 29,862 $5.48M 1.77% 0 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: 18,541 shares; 2024Q4: 18,541 shares; 2025Q1: 18,541 shares; 2025Q2: 18,376 shares 18,376 $5.06M 1.63% -165 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,145 shares; 2024Q4: 111,145 shares; 2025Q1: 111,145 shares; 2025Q2: 111,145 shares 111,145 $4.73M 1.52% 0 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: 21,386 shares; 2024Q4: 21,191 shares; 2025Q1: 16,410 shares; 2025Q2: 16,410 shares 16,410 $4.52M 1.46% 0 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: 46,880 shares; 2025Q1: 39,717 shares; 2025Q2: 43,702 shares 43,702 $4.47M 1.44% +3,985 Timeline ZS ZSCALER INC More: the full row for ZSCALER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 15,206 shares; 2024Q4: 18,566 shares; 2025Q1: 18,566 shares; 2025Q2: 14,226 shares 14,226 $4.47M 1.44% -4,340 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: 17,397 shares; 2024Q4: 17,397 shares; 2025Q1: 34,120 shares; 2025Q2: 55,859 shares 55,859 $4.32M 1.39% +21,739 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: 36,962 shares; 2024Q4: 44,117 shares; 2025Q1: 33,263 shares; 2025Q2: 33,263 shares 33,263 $4.1M 1.32% 0 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: 17,372 shares; 2024Q4: 17,372 shares; 2025Q1: 17,372 shares; 2025Q2: 17,372 shares 17,372 $4.05M 1.31% 0 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: not reported; 2024Q4: not reported; 2025Q1: 25,586 shares; 2025Q2: 25,586 shares 25,586 $4.04M 1.3% 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: 40,968 shares; 2024Q4: 40,968 shares; 2025Q1: 40,968 shares; 2025Q2: 40,968 shares 40,968 $3.66M 1.18% 0 Timeline EQT EQT CORP More: the full row for EQT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,366 shares; 2024Q4: 61,366 shares; 2025Q1: 61,366 shares; 2025Q2: 61,147 shares 61,147 $3.57M 1.15% -219 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG 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: 25,225 shares; 2025Q2: 30,473 shares 30,473 $3.46M 1.11% +5,248 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: 15,410 shares; 2024Q4: 15,410 shares; 2025Q1: 15,410 shares; 2025Q2: 15,410 shares 15,410 $3.1M 1% 0 Timeline VKTX VIKING THERAPEUTICS INC More: the full row for VIKING THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 59,117 shares; 2024Q4: 59,117 shares; 2025Q1: 106,482 shares; 2025Q2: 106,482 shares 106,482 $2.82M 0.91% 0 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: not reported; 2024Q4: not reported; 2025Q1: 33,500 shares; 2025Q2: 33,500 shares 33,500 $2.66M 0.86% 0 Timeline CLF CLEVELAND-CLIFFS INC NEW More: the full row for CLEVELAND-CLIFFS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 303,341 shares; 2024Q4: 351,117 shares; 2025Q1: 351,117 shares; 2025Q2: 348,753 shares 348,753 $2.65M 0.85% -2,364 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: 31,420 shares; 2024Q4: 31,420 shares; 2025Q1: 31,420 shares; 2025Q2: 31,420 shares 31,420 $1.66M 0.53% 0 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: 17,176 shares; 2024Q4: 17,176 shares; 2025Q1: 17,176 shares; 2025Q2: 7,665 shares 7,665 $1.35M 0.44% -9,511 Timeline GNRC GENERAC HLDGS INC More: the full row for GENERAC HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,155 shares; 2024Q4: 8,155 shares; 2025Q1: 8,155 shares; 2025Q2: 8,155 shares 8,155 $1.17M 0.38% 0 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: 5,550 shares; 2024Q4: 5,550 shares; 2025Q1: 5,499 shares; 2025Q2: 5,414 shares 5,414 $1.11M 0.36% -85 Timeline DVN DEVON ENERGY CORP NEW More: the full row for DEVON ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 32,807 shares; 2024Q4: 32,807 shares; 2025Q1: 32,807 shares; 2025Q2: 32,551 shares 32,551 $1.04M 0.33% -256 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: 5,298 shares; 2024Q4: 5,298 shares; 2025Q1: 5,298 shares; 2025Q2: 5,298 shares 5,298 $844K 0.27% 0 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: 10,482 shares; 2024Q4: 10,330 shares; 2025Q1: 10,330 shares; 2025Q2: 10,130 shares 10,130 $802K 0.26% -200 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: 3,719 shares; 2024Q4: 3,719 shares; 2025Q1: 3,719 shares; 2025Q2: 3,719 shares 3,719 $528K 0.17% 0 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: 650 shares; 2024Q4: 650 shares; 2025Q1: 650 shares; 2025Q2: 650 shares 650 $316K 0.1% 0 Timeline Z ZILLOW GROUP INC More: the full row for ZILLOW GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 5,000 shares; 2024Q4: 5,000 shares; 2025Q1: 5,000 shares; 2025Q2: 4,500 shares 4,500 $315K 0.1% -500 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,519 shares; 2024Q4: 1,519 shares; 2025Q1: 1,519 shares; 2025Q2: 1,519 shares 1,519 $264K 0.09% 0 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA 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: not reported; 2025Q2: 376 shares 376 $202K 0.06% new Timeline