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: 1,028,700 shares; 2024Q1: 1,106,401 shares; 2024Q2: 1,197,083 shares; 2024Q3: 1,214,156 shares; 2024Q4: 1,237,094 shares; 2025Q1: 1,235,151 shares; 2025Q2: 1,192,997 shares 1,192,997 $99.6M 5.75% -42,154 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: 235,143 shares; 2024Q1: 1,228,945 shares; 2024Q2: 1,298,442 shares; 2024Q3: 1,293,269 shares; 2024Q4: 1,295,807 shares; 2025Q1: 1,283,100 shares; 2025Q2: 1,276,269 shares 1,276,269 $79.2M 4.57% -6,831 Timeline FTEC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 434,486 shares; 2024Q1: 421,522 shares; 2024Q2: 412,111 shares; 2024Q3: 404,512 shares; 2024Q4: 392,495 shares; 2025Q1: 365,197 shares; 2025Q2: 380,912 shares 380,912 $75.1M 4.34% +15,715 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: 1,032,496 shares; 2024Q1: 1,112,211 shares; 2024Q2: 1,177,590 shares; 2024Q3: 1,195,442 shares; 2024Q4: 1,215,829 shares; 2025Q1: 1,252,656 shares; 2025Q2: 1,186,569 shares 1,186,569 $71.2M 4.11% -66,087 Timeline AVUS AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 691,744 shares; 2024Q1: 703,379 shares; 2024Q2: 708,963 shares; 2024Q3: 698,265 shares; 2024Q4: 689,540 shares; 2025Q1: 667,556 shares; 2025Q2: 661,941 shares 661,941 $66.7M 3.85% -5,615 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: 900,636 shares; 2024Q1: 1,062,049 shares; 2024Q2: 1,153,502 shares; 2024Q3: 1,243,149 shares; 2024Q4: 1,356,804 shares; 2025Q1: 1,424,953 shares; 2025Q2: 1,341,714 shares 1,341,714 $65.8M 3.8% -83,239 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: 177,799 shares; 2024Q1: 202,665 shares; 2024Q2: 234,584 shares; 2024Q3: 246,737 shares; 2024Q4: 253,208 shares; 2025Q1: 255,396 shares; 2025Q2: 248,161 shares 248,161 $62.8M 3.63% -7,235 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: 494,682 shares; 2024Q1: 518,077 shares; 2024Q2: 559,335 shares; 2024Q3: 555,092 shares; 2024Q4: 557,675 shares; 2025Q1: 555,453 shares; 2025Q2: 542,357 shares 542,357 $59.3M 3.42% -13,096 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: 675,177 shares; 2024Q1: 677,377 shares; 2024Q2: 670,965 shares; 2024Q3: 667,851 shares; 2024Q4: 736,437 shares; 2025Q1: 740,308 shares; 2025Q2: 823,342 shares 823,342 $46.9M 2.71% +83,034 Timeline SCHP 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: 559,063 shares; 2024Q1: 621,769 shares; 2024Q2: 660,753 shares; 2024Q3: 702,216 shares; 2024Q4: 1,608,468 shares; 2025Q1: 1,643,225 shares; 2025Q2: 1,732,448 shares 1,732,448 $46.2M 2.67% +89,223 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: 56,926 shares; 2024Q1: 56,202 shares; 2024Q2: 55,664 shares; 2024Q3: 55,662 shares; 2024Q4: 54,970 shares; 2025Q1: 59,052 shares; 2025Q2: 65,652 shares 65,652 $43.5M 2.51% +6,600 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 252,371 shares; 2024Q1: 274,180 shares; 2024Q2: 290,095 shares; 2024Q3: 293,542 shares; 2024Q4: 404,248 shares; 2025Q1: 408,258 shares; 2025Q2: 429,245 shares 429,245 $42.6M 2.46% +20,987 Timeline VSS 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: 287,720 shares; 2024Q1: 297,968 shares; 2024Q2: 316,826 shares; 2024Q3: 322,658 shares; 2024Q4: 333,112 shares; 2025Q1: 340,477 shares; 2025Q2: 311,509 shares 311,509 $41.9M 2.42% -28,968 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: 610,191 shares; 2024Q1: 650,592 shares; 2024Q2: 703,617 shares; 2024Q3: 719,382 shares; 2024Q4: 717,726 shares; 2025Q1: 702,609 shares; 2025Q2: 781,192 shares 781,192 $40.9M 2.36% +78,583 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: 160,704 shares; 2024Q1: 167,946 shares; 2024Q2: 177,055 shares; 2024Q3: 174,783 shares; 2024Q4: 171,016 shares; 2025Q1: 168,207 shares; 2025Q2: 181,057 shares 181,057 $39.3M 2.27% +12,850 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: 313,184 shares; 2024Q1: 313,455 shares; 2024Q2: 316,452 shares; 2024Q3: 314,141 shares; 2024Q4: 322,810 shares; 2025Q1: 313,470 shares; 2025Q2: 364,637 shares 364,637 $38.1M 2.2% +51,167 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 209,139 shares; 2024Q1: 219,027 shares; 2024Q2: 232,233 shares; 2024Q3: 229,771 shares; 2024Q4: 226,450 shares; 2025Q1: 224,012 shares; 2025Q2: 226,868 shares 226,868 $33.5M 1.93% +2,856 Timeline SGOV 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: 155,678 shares; 2024Q1: 196,263 shares; 2024Q2: 222,699 shares; 2024Q3: 255,235 shares; 2024Q4: 299,424 shares; 2025Q1: 311,319 shares; 2025Q2: 327,531 shares 327,531 $33M 1.9% +16,212 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: 561,390 shares; 2024Q1: 562,633 shares; 2024Q2: 559,581 shares; 2024Q3: 545,288 shares; 2024Q4: 545,654 shares; 2025Q1: 537,352 shares; 2025Q2: 653,298 shares 653,298 $32.3M 1.87% +115,946 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: 92,040 shares; 2024Q1: 91,933 shares; 2024Q2: 90,589 shares; 2024Q3: 89,428 shares; 2024Q4: 86,646 shares; 2025Q1: 88,155 shares; 2025Q2: 110,266 shares 110,266 $30.9M 1.78% +22,111 Timeline VCIT 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: 212,298 shares; 2024Q1: 229,975 shares; 2024Q2: 248,557 shares; 2024Q3: 271,931 shares; 2024Q4: 363,681 shares; 2025Q1: 352,502 shares; 2025Q2: 366,243 shares 366,243 $30.4M 1.75% +13,741 Timeline PFFD 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: 916,810 shares; 2024Q1: 982,521 shares; 2024Q2: 1,059,788 shares; 2024Q3: 1,080,996 shares; 2024Q4: 1,368,171 shares; 2025Q1: 1,426,866 shares; 2025Q2: 1,396,074 shares 1,396,074 $26.3M 1.52% -30,792 Timeline XLV SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 194,324 shares; 2024Q1: 204,964 shares; 2024Q2: 214,902 shares; 2024Q3: 211,163 shares; 2024Q4: 200,505 shares; 2025Q1: 190,578 shares; 2025Q2: 192,809 shares 192,809 $26M 1.5% +2,231 Timeline BNDX VANGUARD CHARLOTTE FDS More: the full row for VANGUARD CHARLOTTE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 373,559 shares; 2024Q1: 406,952 shares; 2024Q2: 437,258 shares; 2024Q3: 445,546 shares; 2024Q4: 467,599 shares; 2025Q1: 484,671 shares; 2025Q2: 516,297 shares 516,297 $25.6M 1.48% +31,626 Timeline BIL 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: 256,404 shares; 2024Q1: 242,978 shares; 2024Q2: 237,150 shares; 2024Q3: 231,981 shares; 2024Q4: 227,621 shares; 2025Q1: 218,678 shares; 2025Q2: 268,023 shares 268,023 $24.6M 1.42% +49,345 Timeline XLC SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 176,821 shares; 2024Q1: 188,635 shares; 2024Q2: 211,083 shares; 2024Q3: 211,558 shares; 2024Q4: 202,178 shares; 2025Q1: 200,918 shares; 2025Q2: 220,520 shares 220,520 $23.9M 1.38% +19,602 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: 67,699 shares; 2024Q1: 68,393 shares; 2024Q2: 67,903 shares; 2024Q3: 66,336 shares; 2024Q4: 65,388 shares; 2025Q1: 71,786 shares; 2025Q2: 99,068 shares 99,068 $23.5M 1.36% +27,282 Timeline VWOB 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: 238,336 shares; 2024Q1: 264,458 shares; 2024Q2: 283,511 shares; 2024Q3: 288,813 shares; 2024Q4: 309,274 shares; 2025Q1: 321,069 shares; 2025Q2: 338,885 shares 338,885 $22.1M 1.28% +17,816 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 217,965 shares; 2024Q1: 227,515 shares; 2024Q2: 226,707 shares; 2024Q3: 219,900 shares; 2024Q4: 215,568 shares; 2025Q1: 216,349 shares; 2025Q2: 278,066 shares 278,066 $20.2M 1.17% +61,717 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: 137,919 shares; 2024Q1: 136,481 shares; 2024Q2: 133,276 shares; 2024Q3: 127,837 shares; 2024Q4: 123,152 shares; 2025Q1: 118,272 shares; 2025Q2: 115,677 shares 115,677 $19.8M 1.14% -2,595 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: 155,335 shares; 2024Q1: 154,531 shares; 2024Q2: 153,423 shares; 2024Q3: 150,202 shares; 2024Q4: 147,077 shares; 2025Q1: 145,074 shares; 2025Q2: 147,311 shares 147,311 $18.8M 1.08% +2,237 Timeline VCR 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: 67,042 shares; 2024Q1: 63,369 shares; 2024Q2: 58,158 shares; 2024Q3: 55,861 shares; 2024Q4: 54,201 shares; 2025Q1: 52,452 shares; 2025Q2: 51,458 shares 51,458 $18.6M 1.08% -994 Timeline FNCL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 297,739 shares; 2024Q1: 291,795 shares; 2024Q2: 285,081 shares; 2024Q3: 268,800 shares; 2024Q4: 254,956 shares; 2025Q1: 247,937 shares; 2025Q2: 244,575 shares 244,575 $18.1M 1.05% -3,362 Timeline VGLT 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: 223,693 shares; 2024Q1: 254,319 shares; 2024Q2: 261,371 shares; 2024Q3: 281,322 shares; 2024Q4: 295,197 shares; 2025Q1: 292,031 shares; 2025Q2: 303,555 shares 303,555 $17M 0.98% +11,524 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: 173,073 shares; 2024Q1: 182,429 shares; 2024Q2: 197,696 shares; 2024Q3: 197,894 shares; 2024Q4: 196,425 shares; 2025Q1: 196,101 shares; 2025Q2: 210,270 shares 210,270 $17M 0.98% +14,169 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: 59,793 shares; 2024Q1: 58,634 shares; 2024Q2: 58,902 shares; 2024Q3: 57,805 shares; 2024Q4: 59,011 shares; 2025Q1: 57,894 shares; 2025Q2: 63,490 shares 63,490 $15.8M 0.91% +5,596 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: 96,124 shares; 2024Q1: 95,983 shares; 2024Q2: 95,581 shares; 2024Q3: 70,252 shares; 2024Q4: 71,596 shares; 2025Q1: 71,859 shares; 2025Q2: 75,720 shares 75,720 $15.5M 0.9% +3,861 Timeline FCOM FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 284,394 shares; 2024Q1: 269,593 shares; 2024Q2: 264,007 shares; 2024Q3: 259,022 shares; 2024Q4: 250,856 shares; 2025Q1: 240,522 shares; 2025Q2: 234,794 shares 234,794 $15.2M 0.88% -5,728 Timeline FHLC FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 291,743 shares; 2024Q1: 284,135 shares; 2024Q2: 268,646 shares; 2024Q3: 256,473 shares; 2024Q4: 249,334 shares; 2025Q1: 229,639 shares; 2025Q2: 231,789 shares 231,789 $14.8M 0.86% +2,150 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: 182,548 shares; 2024Q1: 183,501 shares; 2024Q2: 186,551 shares; 2024Q3: 183,953 shares; 2024Q4: 175,503 shares; 2025Q1: 165,838 shares; 2025Q2: 170,720 shares 170,720 $14.5M 0.84% +4,882 Timeline XLU SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 140,220 shares; 2024Q1: 143,457 shares; 2024Q2: 149,738 shares; 2024Q3: 148,909 shares; 2024Q4: 148,434 shares; 2025Q1: 146,902 shares; 2025Q2: 152,926 shares 152,926 $12.5M 0.72% +6,024 Timeline FIDU FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 158,553 shares; 2024Q1: 157,286 shares; 2024Q2: 155,251 shares; 2024Q3: 150,237 shares; 2024Q4: 145,090 shares; 2025Q1: 138,427 shares; 2025Q2: 146,950 shares 146,950 $11.4M 0.66% +8,523 Timeline VDC 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: 56,852 shares; 2024Q1: 56,686 shares; 2024Q2: 55,708 shares; 2024Q3: 54,787 shares; 2024Q4: 53,427 shares; 2025Q1: 50,599 shares; 2025Q2: 50,646 shares 50,646 $11.1M 0.64% +47 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 233,793 shares; 2024Q1: 233,308 shares; 2024Q2: 226,753 shares; 2024Q3: 227,073 shares; 2024Q4: 228,530 shares; 2025Q1: 229,290 shares; 2025Q2: 323,431 shares 323,431 $9.92M 0.57% +94,141 Timeline EMB 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: 115,260 shares; 2024Q1: 113,331 shares; 2024Q2: 111,876 shares; 2024Q3: 107,998 shares; 2024Q4: 106,273 shares; 2025Q1: 105,823 shares; 2025Q2: 107,039 shares 107,039 $9.91M 0.57% +1,216 Timeline XLRE SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 209,167 shares; 2024Q1: 217,055 shares; 2024Q2: 219,986 shares; 2024Q3: 219,367 shares; 2024Q4: 219,256 shares; 2025Q1: 215,936 shares; 2025Q2: 223,403 shares 223,403 $9.25M 0.53% +7,467 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: 94,206 shares; 2024Q1: 94,008 shares; 2024Q2: 88,969 shares; 2024Q3: 88,020 shares; 2024Q4: 82,894 shares; 2025Q1: 80,855 shares; 2025Q2: 95,988 shares 95,988 $8.83M 0.51% +15,133 Timeline TLT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 76,432 shares; 2024Q1: 66,868 shares; 2024Q2: 70,398 shares; 2024Q3: 68,222 shares; 2024Q4: 84,631 shares; 2025Q1: 89,174 shares; 2025Q2: 93,501 shares 93,501 $8.25M 0.48% +4,327 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: 38,549 shares; 2024Q1: 38,844 shares; 2024Q2: 39,462 shares; 2024Q3: 39,270 shares; 2024Q4: 39,554 shares; 2025Q1: 38,704 shares; 2025Q2: 37,293 shares 37,293 $8.18M 0.47% -1,411 Timeline XLB SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 91,985 shares; 2024Q1: 95,639 shares; 2024Q2: 99,594 shares; 2024Q3: 98,788 shares; 2024Q4: 95,455 shares; 2025Q1: 90,191 shares; 2025Q2: 92,144 shares 92,144 $8.09M 0.47% +1,953 Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 74,714 shares; 2024Q1: 73,928 shares; 2024Q2: 73,181 shares; 2024Q3: 70,504 shares; 2024Q4: 69,238 shares; 2025Q1: 63,385 shares; 2025Q2: 62,773 shares 62,773 $6.91M 0.4% -612 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: 28,118 shares; 2024Q1: 27,574 shares; 2024Q2: 27,589 shares; 2024Q3: 26,167 shares; 2024Q4: 24,029 shares; 2025Q1: 23,982 shares; 2025Q2: 31,205 shares 31,205 $6.73M 0.39% +7,223 Timeline ARLP ALLIANCE RESOURCE PARTNERS L More: the full row for ALLIANCE RESOURCE PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 252,193 shares; 2024Q1: 252,193 shares; 2024Q2: 252,193 shares; 2024Q3: 252,193 shares; 2024Q4: 252,193 shares; 2025Q1: 252,193 shares; 2025Q2: 252,193 shares 252,193 $6.59M 0.38% 0 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: 65,545 shares; 2024Q1: 65,550 shares; 2024Q2: 65,336 shares; 2024Q3: 64,106 shares; 2024Q4: 65,971 shares; 2025Q1: 65,658 shares; 2025Q2: 69,266 shares 69,266 $6.19M 0.36% +3,608 Timeline HYD 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: 138,136 shares; 2024Q1: 139,016 shares; 2024Q2: 138,418 shares; 2024Q3: 137,175 shares; 2024Q4: 118,430 shares; 2025Q1: 96,191 shares; 2025Q2: 115,838 shares 115,838 $5.82M 0.34% +19,647 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: 19,875 shares; 2024Q1: 19,841 shares; 2024Q2: 18,591 shares; 2024Q3: 18,043 shares; 2024Q4: 17,890 shares; 2025Q1: 17,477 shares; 2025Q2: 18,658 shares 18,658 $5.23M 0.3% +1,181 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: 2,131 shares; 2024Q1: 1,980 shares; 2024Q2: 1,939 shares; 2024Q3: 1,952 shares; 2024Q4: 1,923 shares; 2025Q1: 8,248 shares; 2025Q2: 8,248 shares 8,248 $5.1M 0.29% 0 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: 15,109 shares; 2024Q1: 14,854 shares; 2024Q2: 15,041 shares; 2024Q3: 14,812 shares; 2024Q4: 14,493 shares; 2025Q1: 13,831 shares; 2025Q2: 13,359 shares 13,359 $4.74M 0.27% -472 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,804 shares; 2024Q1: 6,190 shares; 2024Q2: 6,017 shares; 2024Q3: 6,015 shares; 2024Q4: 7,222 shares; 2025Q1: 8,232 shares; 2025Q2: 7,507 shares 7,507 $4.66M 0.27% -725 Timeline FSTA FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 102,865 shares; 2024Q1: 101,098 shares; 2024Q2: 100,806 shares; 2024Q3: 99,926 shares; 2024Q4: 98,719 shares; 2025Q1: 91,786 shares; 2025Q2: 90,921 shares 90,921 $4.65M 0.27% -865 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 52,917 shares; 2024Q1: 52,428 shares; 2024Q2: 51,233 shares; 2024Q3: 37,664 shares; 2024Q4: 37,294 shares; 2025Q1: 39,443 shares; 2025Q2: 38,068 shares 38,068 $4.17M 0.24% -1,375 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: 31,171 shares; 2024Q1: 30,308 shares; 2024Q2: 29,489 shares; 2024Q3: 29,462 shares; 2024Q4: 28,110 shares; 2025Q1: 27,970 shares; 2025Q2: 33,341 shares 33,341 $3.97M 0.23% +5,371 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 84,820 shares; 2024Q1: 84,679 shares; 2024Q2: 84,072 shares; 2024Q3: 82,923 shares; 2024Q4: 82,920 shares; 2025Q1: 78,607 shares; 2025Q2: 77,376 shares 77,376 $3.95M 0.23% -1,231 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: 19,980 shares; 2024Q1: 19,721 shares; 2024Q2: 19,348 shares; 2024Q3: 18,815 shares; 2024Q4: 19,867 shares; 2025Q1: 18,790 shares; 2025Q2: 19,444 shares 19,444 $3.79M 0.22% +654 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: 66,745 shares; 2024Q1: 66,650 shares; 2024Q2: 66,650 shares; 2024Q3: 66,043 shares; 2024Q4: 66,048 shares; 2025Q1: 66,853 shares; 2025Q2: 75,801 shares 75,801 $3.66M 0.21% +8,948 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: 8,389 shares; 2024Q1: 8,205 shares; 2024Q2: 6,314 shares; 2024Q3: 5,848 shares; 2024Q4: 5,322 shares; 2025Q1: 5,231 shares; 2025Q2: 6,008 shares 6,008 $3.41M 0.2% +777 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: 7,467 shares; 2024Q1: 7,191 shares; 2024Q2: 7,307 shares; 2024Q3: 6,425 shares; 2024Q4: 6,612 shares; 2025Q1: 7,220 shares; 2025Q2: 6,676 shares 6,676 $3.32M 0.19% -544 Timeline INVESCO QQQ TR 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: not reported; 2024Q1: 1,282 shares; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,413 shares 5,413 $2.99M 0.17% new AVLC AMERICAN CENTY ETF TR More: the full row for AMERICAN CENTY ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,521 shares; 2025Q2: 40,557 shares 40,557 $2.88M 0.17% +37,036 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: 13,136 shares; 2024Q1: 12,943 shares; 2024Q2: 12,893 shares; 2024Q3: 12,893 shares; 2024Q4: 12,893 shares; 2025Q1: 12,370 shares; 2025Q2: 12,362 shares 12,362 $2.27M 0.13% -8 Timeline BANF BANCFIRST CORP More: the full row for BANCFIRST CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 26,930 shares; 2024Q1: 22,930 shares; 2024Q2: 21,930 shares; 2024Q3: 17,629 shares; 2024Q4: 17,629 shares; 2025Q1: 17,629 shares; 2025Q2: 16,629 shares 16,629 $2.06M 0.12% -1,000 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: 15,054 shares; 2024Q1: 14,955 shares; 2024Q2: 14,989 shares; 2024Q3: 13,700 shares; 2024Q4: 12,076 shares; 2025Q1: 12,183 shares; 2025Q2: 15,537 shares 15,537 $2.05M 0.12% +3,354 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: 14,763 shares; 2024Q1: 15,528 shares; 2024Q2: 13,973 shares; 2024Q3: 11,340 shares; 2024Q4: 11,597 shares; 2025Q1: 11,974 shares; 2025Q2: 11,626 shares 11,626 $2.05M 0.12% -348 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,004 shares; 2025Q1: 16,057 shares; 2025Q2: 19,697 shares 19,697 $2.02M 0.12% +3,640 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: 17,463 shares; 2024Q1: 17,331 shares; 2024Q2: 20,416 shares; 2024Q3: 20,237 shares; 2024Q4: 19,792 shares; 2025Q1: 19,164 shares; 2025Q2: 20,739 shares 20,739 $1.85M 0.11% +1,575 Timeline FUTY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 33,970 shares; 2024Q1: 36,207 shares; 2024Q2: 35,757 shares; 2024Q3: 32,756 shares; 2024Q4: 31,860 shares; 2025Q1: 30,891 shares; 2025Q2: 30,569 shares 30,569 $1.61M 0.09% -322 Timeline RHP RYMAN HOSPITALITY PPTYS INC More: the full row for RYMAN HOSPITALITY PPTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 25,085 shares; 2024Q1: 25,085 shares; 2024Q2: 25,085 shares; 2024Q3: 25,085 shares; 2024Q4: 25,085 shares; 2025Q1: 25,121 shares; 2025Q2: 13,945 shares 13,945 $1.38M 0.08% -11,176 Timeline ILCG 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: 19,349 shares; 2024Q1: 16,474 shares; 2024Q2: 16,126 shares; 2024Q3: 16,126 shares; 2024Q4: 14,476 shares; 2025Q1: 14,476 shares; 2025Q2: 13,716 shares 13,716 $1.33M 0.08% -760 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: 4,938 shares; 2024Q1: 4,858 shares; 2024Q2: 5,252 shares; 2024Q3: 4,271 shares; 2024Q4: 4,397 shares; 2025Q1: 5,233 shares; 2025Q2: 4,564 shares 4,564 $1.32M 0.08% -669 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: 2,786 shares; 2024Q1: 2,756 shares; 2024Q2: 2,752 shares; 2024Q3: 1,548 shares; 2024Q4: 1,605 shares; 2025Q1: 1,738 shares; 2025Q2: 1,636 shares 1,636 $1.28M 0.07% -102 Timeline FREL FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 59,678 shares; 2024Q1: 56,767 shares; 2024Q2: 54,125 shares; 2024Q3: 53,935 shares; 2024Q4: 50,492 shares; 2025Q1: 47,192 shares; 2025Q2: 45,111 shares 45,111 $1.22M 0.07% -2,081 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: 1,663 shares; 2024Q1: 1,663 shares; 2024Q2: 1,663 shares; 2024Q3: 1,667 shares; 2024Q4: 1,667 shares; 2025Q1: 1,674 shares; 2025Q2: 1,554 shares 1,554 $1.17M 0.07% -120 Timeline SPTL 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: not reported; 2024Q1: 11,687 shares; 2024Q2: 20,175 shares; 2024Q3: 20,181 shares; 2024Q4: 24,547 shares; 2025Q1: 24,621 shares; 2025Q2: 42,953 shares 42,953 $1.14M 0.07% +18,332 Timeline FENY FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,124 shares; 2024Q1: 35,270 shares; 2024Q2: 34,724 shares; 2024Q3: 34,701 shares; 2024Q4: 39,676 shares; 2025Q1: 39,060 shares; 2025Q2: 48,673 shares 48,673 $1.14M 0.07% +9,613 Timeline IYW 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: 5,541 shares; 2024Q1: 6,216 shares; 2024Q2: 6,193 shares; 2024Q3: 6,193 shares; 2024Q4: 6,202 shares; 2025Q1: 5,740 shares; 2025Q2: 6,486 shares 6,486 $1.12M 0.06% +746 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: 2,469 shares; 2024Q1: 2,410 shares; 2024Q2: 2,293 shares; 2024Q3: 1,521 shares; 2024Q4: 1,557 shares; 2025Q1: 1,643 shares; 2025Q2: 1,514 shares 1,514 $1.12M 0.06% -129 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: 183 shares; 2024Q1: 183 shares; 2024Q2: 192 shares; 2024Q3: 2,920 shares; 2024Q4: 3,179 shares; 2025Q1: 4,557 shares; 2025Q2: 4,034 shares 4,034 $1.11M 0.06% -523 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: 3,678 shares; 2024Q1: 3,846 shares; 2024Q2: 3,143 shares; 2024Q3: 2,659 shares; 2024Q4: 2,145 shares; 2025Q1: 2,145 shares; 2025Q2: 3,612 shares 3,612 $1.1M 0.06% +1,467 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: 12,837 shares; 2024Q1: 12,927 shares; 2024Q2: 12,934 shares; 2024Q3: 7,774 shares; 2024Q4: 7,909 shares; 2025Q1: 7,851 shares; 2025Q2: 7,648 shares 7,648 $1.1M 0.06% -203 Timeline ILCV 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: 13,173 shares; 2024Q1: 13,173 shares; 2024Q2: 13,173 shares; 2024Q3: 13,173 shares; 2024Q4: 13,173 shares; 2025Q1: 13,173 shares; 2025Q2: 12,977 shares 12,977 $1.08M 0.06% -196 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: 1,674 shares; 2024Q1: 1,649 shares; 2024Q2: 2,088 shares; 2024Q3: 2,550 shares; 2024Q4: 2,530 shares; 2025Q1: 2,470 shares; 2025Q2: 2,172 shares 2,172 $1.06M 0.06% -298 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: 33,459 shares; 2024Q1: 37,152 shares; 2024Q2: 34,838 shares; 2024Q3: 34,242 shares; 2024Q4: 27,632 shares; 2025Q1: 25,436 shares; 2025Q2: 32,598 shares 32,598 $1.04M 0.06% +7,162 Timeline RTX CORPORATION 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: 8,103 shares; 2024Q1: 7,148 shares; 2024Q2: 7,635 shares; 2024Q3: 7,635 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,857 shares 6,857 $1M 0.06% new 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: 4,875 shares; 2024Q1: 4,815 shares; 2024Q2: 4,836 shares; 2024Q3: 4,158 shares; 2024Q4: 4,196 shares; 2025Q1: 4,175 shares; 2025Q2: 4,200 shares 4,200 $978K 0.06% +25 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: 6,898 shares; 2024Q1: 6,898 shares; 2024Q2: 6,935 shares; 2024Q3: 6,435 shares; 2024Q4: 6,435 shares; 2025Q1: 6,451 shares; 2025Q2: 6,597 shares 6,597 $978K 0.06% +146 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: 2,374 shares; 2024Q1: 2,370 shares; 2024Q2: 2,309 shares; 2024Q3: 2,263 shares; 2024Q4: 2,261 shares; 2025Q1: 2,253 shares; 2025Q2: 2,232 shares 2,232 $948K 0.05% -21 Timeline IMCG 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: 11,520 shares; 2024Q1: 11,520 shares; 2024Q2: 11,520 shares; 2024Q3: 11,520 shares; 2024Q4: 11,520 shares; 2025Q1: 11,520 shares; 2025Q2: 11,520 shares 11,520 $924K 0.05% 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: 785 shares; 2024Q1: 773 shares; 2024Q2: 758 shares; 2024Q3: 608 shares; 2024Q4: 643 shares; 2025Q1: 630 shares; 2025Q2: 883 shares 883 $874K 0.05% +253 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: 3,336 shares; 2024Q1: 3,338 shares; 2024Q2: 3,345 shares; 2024Q3: 2,971 shares; 2024Q4: 2,971 shares; 2025Q1: 2,969 shares; 2025Q2: 2,962 shares 2,962 $873K 0.05% -7 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: 3,254 shares; 2024Q1: 2,708 shares; 2024Q2: 2,712 shares; 2024Q3: 2,132 shares; 2024Q4: 2,169 shares; 2025Q1: 2,252 shares; 2025Q2: 2,137 shares 2,137 $866K 0.05% -115 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: 2,770 shares; 2024Q1: 8,104 shares; 2024Q2: 8,152 shares; 2024Q3: 8,161 shares; 2024Q4: 8,702 shares; 2025Q1: 9,386 shares; 2025Q2: 8,687 shares 8,687 $849K 0.05% -699 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: not reported; 2024Q1: 8,082 shares; 2024Q2: 7,798 shares; 2024Q3: 7,607 shares; 2024Q4: 21,628 shares; 2025Q1: 34,203 shares; 2025Q2: 31,942 shares 31,942 $846K 0.05% -2,261 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: 3,067 shares; 2024Q1: 3,067 shares; 2024Q2: 3,067 shares; 2024Q3: 3,067 shares; 2024Q4: 3,067 shares; 2025Q1: 2,710 shares; 2025Q2: 2,631 shares 2,631 $842K 0.05% -79 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: 8,672 shares; 2024Q1: 7,943 shares; 2024Q2: 7,975 shares; 2024Q3: 5,761 shares; 2024Q4: 5,867 shares; 2025Q1: 5,701 shares; 2025Q2: 5,190 shares 5,190 $827K 0.05% -511 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,180 shares; 2024Q4: 2,823 shares; 2025Q1: 4,712 shares; 2025Q2: 4,890 shares 4,890 $773K 0.04% +178 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: 1,585 shares; 2024Q1: 1,846 shares; 2024Q2: 1,717 shares; 2024Q3: 1,717 shares; 2024Q4: 1,717 shares; 2025Q1: 2,259 shares; 2025Q2: 1,706 shares 1,706 $748K 0.04% -553 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: not reported; 2024Q1: 72,659 shares; 2024Q2: 71,318 shares; 2024Q3: 68,459 shares; 2024Q4: 68,459 shares; 2025Q1: 68,459 shares; 2025Q2: 68,561 shares 68,561 $744K 0.04% +102 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: 3,153 shares; 2024Q1: 2,661 shares; 2024Q2: 2,664 shares; 2024Q3: 2,664 shares; 2024Q4: 2,730 shares; 2025Q1: 2,980 shares; 2025Q2: 3,598 shares 3,598 $711K 0.04% +618 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: 1,297 shares; 2024Q1: 1,240 shares; 2024Q2: 1,243 shares; 2024Q3: 1,243 shares; 2024Q4: 1,221 shares; 2025Q1: 1,358 shares; 2025Q2: 1,259 shares 1,259 $707K 0.04% -99 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: 2,545 shares; 2024Q1: 2,228 shares; 2024Q2: 1,828 shares; 2024Q3: 1,828 shares; 2024Q4: 1,725 shares; 2025Q1: 1,947 shares; 2025Q2: 1,861 shares 1,861 $682K 0.04% -86 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 35,758 shares; 2025Q2: 35,758 shares 35,758 $654K 0.04% 0 Timeline RBLX ROBLOX CORP More: the full row for ROBLOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,912 shares 5,912 $622K 0.04% new 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: 10,917 shares; 2024Q1: 10,925 shares; 2024Q2: 10,958 shares; 2024Q3: 10,955 shares; 2024Q4: 10,974 shares; 2025Q1: 11,009 shares; 2025Q2: 11,242 shares 11,242 $599K 0.03% +233 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: 5,833 shares; 2024Q1: 5,068 shares; 2024Q2: 5,872 shares; 2024Q3: 5,286 shares; 2024Q4: 6,195 shares; 2025Q1: 5,498 shares; 2025Q2: 5,553 shares 5,553 $599K 0.03% +55 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,602 shares 2,602 $582K 0.03% new 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: 2,332 shares; 2024Q1: 2,332 shares; 2024Q2: 2,455 shares; 2024Q3: 2,455 shares; 2024Q4: 2,634 shares; 2025Q1: 2,986 shares; 2025Q2: 2,555 shares 2,555 $579K 0.03% -431 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,875 shares; 2024Q1: 30,875 shares; 2024Q2: 30,875 shares; 2024Q3: 30,875 shares; 2024Q4: 30,875 shares; 2025Q1: 30,875 shares; 2025Q2: 31,789 shares 31,789 $576K 0.03% +914 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: 1,000 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,059 shares; 2025Q2: 1,806 shares 1,806 $567K 0.03% +747 Timeline VERISIGN INC VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,948 shares 1,948 $563K 0.03% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,580 shares 8,580 $537K 0.03% new Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,860 shares 2,860 $533K 0.03% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,625 shares; 2024Q1: 1,561 shares; 2024Q2: 1,571 shares; 2024Q3: 1,579 shares; 2024Q4: 1,612 shares; 2025Q1: 1,388 shares; 2025Q2: 1,699 shares 1,699 $530K 0.03% +311 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,366 shares 6,366 $504K 0.03% new 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: 10,686 shares; 2024Q1: 10,191 shares; 2024Q2: 9,670 shares; 2024Q3: 7,095 shares; 2024Q4: 6,978 shares; 2025Q1: 7,177 shares; 2025Q2: 6,831 shares 6,831 $503K 0.03% -346 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: 5,675 shares; 2024Q1: 5,526 shares; 2024Q2: 5,535 shares; 2024Q3: 3,917 shares; 2024Q4: 4,022 shares; 2025Q1: 4,122 shares; 2025Q2: 3,631 shares 3,631 $494K 0.03% -491 Timeline DFAC 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: 9,798 shares; 2024Q1: 9,798 shares; 2024Q2: 9,798 shares; 2024Q3: 9,433 shares; 2024Q4: 8,005 shares; 2025Q1: 7,956 shares; 2025Q2: 13,472 shares 13,472 $483K 0.03% +5,516 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: 2,410 shares; 2024Q1: 2,957 shares; 2024Q2: 2,763 shares; 2024Q3: 2,763 shares; 2024Q4: 2,589 shares; 2025Q1: 2,698 shares; 2025Q2: 2,571 shares 2,571 $456K 0.03% -127 Timeline EIX EDISON INTL More: the full row for EDISON INTL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,814 shares 8,814 $455K 0.03% new 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: 1,792 shares; 2024Q1: 1,699 shares; 2024Q2: 1,731 shares; 2024Q3: 1,467 shares; 2024Q4: 1,467 shares; 2025Q1: 1,545 shares; 2025Q2: 1,545 shares 1,545 $451K 0.03% 0 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 32,005 shares 32,005 $446K 0.03% new Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,949 shares 2,949 $435K 0.03% new 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: 3,305 shares; 2024Q1: 2,645 shares; 2024Q2: 2,654 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,381 shares 2,381 $434K 0.03% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,791 shares 8,791 $433K 0.02% new 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: 2,141 shares; 2024Q1: 2,136 shares; 2024Q2: 2,058 shares; 2024Q3: 1,730 shares; 2024Q4: 1,793 shares; 2025Q1: 1,886 shares; 2025Q2: 1,870 shares 1,870 $430K 0.02% -16 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: 2,150 shares; 2024Q1: 2,151 shares; 2024Q2: 2,153 shares; 2024Q3: 1,162 shares; 2024Q4: 1,146 shares; 2025Q1: 1,105 shares; 2025Q2: 1,100 shares 1,100 $427K 0.02% -5 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,210 shares; 2025Q1: 4,116 shares; 2025Q2: 4,367 shares 4,367 $425K 0.02% +251 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,489 shares; 2025Q2: 2,029 shares 2,029 $415K 0.02% +540 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: 741 shares; 2024Q1: 713 shares; 2024Q2: 717 shares; 2024Q3: 630 shares; 2024Q4: 688 shares; 2025Q1: 662 shares; 2025Q2: 586 shares 586 $415K 0.02% -76 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,100 shares; 2025Q1: 2,108 shares; 2025Q2: 2,106 shares 2,106 $412K 0.02% -2 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: 4,191 shares; 2024Q1: 4,068 shares; 2024Q2: 4,111 shares; 2024Q3: 4,111 shares; 2024Q4: 4,114 shares; 2025Q1: 4,106 shares; 2025Q2: 3,325 shares 3,325 $411K 0.02% -781 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,152 shares; 2025Q2: 2,202 shares 2,202 $409K 0.02% +1,050 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: 2,817 shares; 2024Q1: 3,046 shares; 2024Q2: 2,501 shares; 2024Q3: 1,949 shares; 2024Q4: 2,034 shares; 2025Q1: 1,973 shares; 2025Q2: 1,858 shares 1,858 $406K 0.02% -115 Timeline EXPE EXPEDIA GROUP INC More: the full row for EXPEDIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,374 shares 2,374 $400K 0.02% new Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,247 shares; 2024Q1: 4,247 shares; 2024Q2: 4,247 shares; 2024Q3: 4,247 shares; 2024Q4: 1,932 shares; 2025Q1: 1,897 shares; 2025Q2: 1,897 shares 1,897 $397K 0.02% 0 Timeline DIA STATE STR SPDR DOW JONES IND More: the full row for STATE STR SPDR DOW JONES IND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 900 shares; 2025Q2: 900 shares 900 $397K 0.02% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,344 shares 1,344 $392K 0.02% new Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,309 shares; 2025Q2: 1,214 shares 1,214 $386K 0.02% -95 Timeline MANH MANHATTAN ASSOCIATES INC More: the full row for MANHATTAN ASSOCIATES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,944 shares 1,944 $384K 0.02% new Timeline FORTINET INC 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,626 shares 3,626 $383K 0.02% new 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: not reported; 2024Q1: 1,592 shares; 2024Q2: 1,000 shares; 2024Q3: 1,000 shares; 2024Q4: 1,000 shares; 2025Q1: 1,000 shares; 2025Q2: 1,231 shares 1,231 $375K 0.02% +231 Timeline IJT 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: 3,050 shares; 2024Q1: 3,050 shares; 2024Q2: 3,050 shares; 2024Q3: 3,050 shares; 2024Q4: 3,050 shares; 2025Q1: 3,050 shares; 2025Q2: 2,800 shares 2,800 $373K 0.02% -250 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,487 shares 1,487 $367K 0.02% new Timeline INCY INCYTE CORP More: the full row for INCYTE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,378 shares 5,378 $366K 0.02% new 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: not reported; 2024Q1: 704 shares; 2024Q2: not reported; 2024Q3: 731 shares; 2024Q4: 798 shares; 2025Q1: 934 shares; 2025Q2: 1,331 shares 1,331 $363K 0.02% +397 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 419 shares; 2025Q1: 518 shares; 2025Q2: 345 shares 345 $362K 0.02% -173 Timeline BMRN BIOMARIN PHARMACEUTICAL INC More: the full row for BIOMARIN PHARMACEUTICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,454 shares 6,454 $355K 0.02% new Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,463 shares; 2024Q1: 1,348 shares; 2024Q2: 1,241 shares; 2024Q3: 780 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 661 shares 661 $354K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 763 shares 763 $353K 0.02% new 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: not reported; 2024Q1: 2,390 shares; 2024Q2: 2,390 shares; 2024Q3: 2,390 shares; 2024Q4: 2,390 shares; 2025Q1: 4,087 shares; 2025Q2: 3,206 shares 3,206 $353K 0.02% -881 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: 1,571 shares; 2024Q1: 1,643 shares; 2024Q2: 1,663 shares; 2024Q3: 1,578 shares; 2024Q4: 1,529 shares; 2025Q1: 1,586 shares; 2025Q2: 1,575 shares 1,575 $349K 0.02% -11 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,719 shares 1,719 $349K 0.02% new Timeline TTC TORO CO More: the full row for TORO CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,933 shares 4,933 $349K 0.02% new Timeline LYFT LYFT INC More: the full row for LYFT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 21,887 shares 21,887 $345K 0.02% new Timeline KMX CARMAX INC More: the full row for CARMAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,098 shares 5,098 $343K 0.02% new Timeline RDVY 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: not reported; 2024Q1: 6,645 shares; 2024Q2: 6,645 shares; 2024Q3: 6,645 shares; 2024Q4: 6,645 shares; 2025Q1: 9,790 shares; 2025Q2: 5,440 shares 5,440 $341K 0.02% -4,350 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: 24,969 shares; 2024Q1: 24,973 shares; 2024Q2: 25,025 shares; 2024Q3: 3,776 shares; 2024Q4: 3,776 shares; 2025Q1: 4,821 shares; 2025Q2: 4,751 shares 4,751 $336K 0.02% -70 Timeline JBHT HUNT J B TRANS SVCS INC More: the full row for HUNT J B TRANS SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,295 shares 2,295 $330K 0.02% new Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,510 shares; 2024Q1: 13,510 shares; 2024Q2: 13,587 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,157 shares 5,157 $324K 0.02% new Timeline MDB MONGODB INC More: the full row for MONGODB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,537 shares 1,537 $323K 0.02% new Timeline DDOG DATADOG INC More: the full row for DATADOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,546 shares; 2025Q1: not reported; 2025Q2: 2,353 shares 2,353 $316K 0.02% new Timeline FDVV FIDELITY COVINGTON TRUST More: the full row for FIDELITY COVINGTON TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,000 shares; 2025Q2: 6,000 shares 6,000 $312K 0.02% 0 Timeline 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,721 shares 5,721 $311K 0.02% new Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,729 shares 13,729 $308K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 53 shares 53 $307K 0.02% new Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,804 shares 8,804 $303K 0.02% new Timeline ZM ZOOM COMMUNICATIONS INC More: the full row for ZOOM COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,869 shares 3,869 $302K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 745 shares 745 $301K 0.02% new Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,715 shares; 2024Q1: 1,531 shares; 2024Q2: 1,503 shares; 2024Q3: 1,459 shares; 2024Q4: 1,459 shares; 2025Q1: 1,452 shares; 2025Q2: 1,440 shares 1,440 $299K 0.02% -12 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,193 shares 2,193 $299K 0.02% new Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,651 shares; 2024Q1: 2,476 shares; 2024Q2: 2,388 shares; 2024Q3: 2,388 shares; 2024Q4: 2,401 shares; 2025Q1: 2,401 shares; 2025Q2: 2,402 shares 2,402 $296K 0.02% +1 Timeline MTUM 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,229 shares 1,229 $295K 0.02% new Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,218 shares 3,218 $294K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 505 shares 505 $291K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,760 shares 2,760 $287K 0.02% new Timeline TSN TYSON FOODS INC More: the full row for TYSON FOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,012 shares 5,012 $280K 0.02% new Timeline YUMC YUM CHINA HLDGS INC More: the full row for YUM CHINA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 6,845 shares; 2024Q1: 6,760 shares; 2024Q2: 6,760 shares; 2024Q3: 6,260 shares; 2024Q4: 6,260 shares; 2025Q1: 6,260 shares; 2025Q2: 6,260 shares 6,260 $280K 0.02% 0 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: 1,865 shares; 2024Q1: 1,850 shares; 2024Q2: 1,854 shares; 2024Q3: 1,854 shares; 2024Q4: 1,854 shares; 2025Q1: 1,850 shares; 2025Q2: 1,850 shares 1,850 $277K 0.02% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,378 shares 6,378 $276K 0.02% new Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,059 shares 1,059 $273K 0.02% new Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 935 shares 935 $271K 0.02% new Timeline NTNX NUTANIX INC More: the full row for NUTANIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,535 shares 3,535 $270K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 682 shares 682 $264K 0.02% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 492 shares 492 $260K 0.02% new 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: 5,309 shares; 2024Q1: 3,995 shares; 2024Q2: 3,935 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,170 shares 2,170 $259K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,543 shares 2,543 $257K 0.01% new 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: 5,300 shares; 2024Q1: 5,300 shares; 2024Q2: 4,715 shares; 2024Q3: 2,356 shares; 2024Q4: 2,356 shares; 2025Q1: 2,359 shares; 2025Q2: 2,392 shares 2,392 $252K 0.01% +33 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: not reported; 2024Q1: 1,504 shares; 2024Q2: 1,504 shares; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,374 shares 1,374 $251K 0.01% -130 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,100 shares 1,100 $250K 0.01% new Timeline FLS FLOWSERVE CORP More: the full row for FLOWSERVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,738 shares 4,738 $248K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,402 shares 2,402 $247K 0.01% new Timeline ARE ALEXANDRIA REAL ESTATE EQ IN More: the full row for ALEXANDRIA REAL ESTATE EQ IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,323 shares 3,323 $241K 0.01% new 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: 9,740 shares; 2024Q1: 9,740 shares; 2024Q2: 9,740 shares; 2024Q3: 8,740 shares; 2024Q4: 9,081 shares; 2025Q1: 8,740 shares; 2025Q2: 7,740 shares 7,740 $240K 0.01% -1,000 Timeline AXS AXIS CAP HLDGS LTD More: the full row for AXIS CAP HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,302 shares 2,302 $239K 0.01% new Timeline NWSA NEWS CORP NEW More: the full row for NEWS CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,996 shares 7,996 $238K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,817 shares 4,817 $237K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 175 shares; 2024Q4: 175 shares; 2025Q1: 175 shares; 2025Q2: 2,625 shares 2,625 $237K 0.01% +2,450 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: not reported; 2024Q1: not reported; 2024Q2: 1,487 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,922 shares 1,922 $236K 0.01% new Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 954 shares 954 $233K 0.01% new Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,244 shares 1,244 $233K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,373 shares; 2025Q1: 2,373 shares; 2025Q2: 2,000 shares 2,000 $231K 0.01% -373 Timeline ESTC ELASTIC N V More: the full row for ELASTIC N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,732 shares 2,732 $230K 0.01% new Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,595 shares 2,595 $228K 0.01% new Timeline XSOE 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: 11,607 shares; 2024Q1: 7,348 shares; 2024Q2: 6,856 shares; 2024Q3: 6,820 shares; 2024Q4: not reported; 2025Q1: 6,540 shares; 2025Q2: 6,540 shares 6,540 $225K 0.01% 0 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 774 shares; 2024Q4: 796 shares; 2025Q1: 781 shares; 2025Q2: 820 shares 820 $224K 0.01% +39 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 829 shares 829 $223K 0.01% new Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,054 shares; 2024Q4: 1,054 shares; 2025Q1: 1,054 shares; 2025Q2: 1,073 shares 1,073 $220K 0.01% +19 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 500 shares; 2025Q1: not reported; 2025Q2: 500 shares 500 $218K 0.01% new Timeline RHI ROBERT HALF INC. More: the full row for ROBERT HALF INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,311 shares 5,311 $218K 0.01% new Timeline EMXC ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,406 shares; 2024Q1: 3,820 shares; 2024Q2: 3,805 shares; 2024Q3: 3,794 shares; 2024Q4: 5,815 shares; 2025Q1: 3,841 shares; 2025Q2: 3,442 shares 3,442 $217K 0.01% -399 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,185 shares 2,185 $216K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 402 shares 402 $216K 0.01% new 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: 3,445 shares; 2024Q1: 3,445 shares; 2024Q2: 3,445 shares; 2024Q3: 3,445 shares; 2024Q4: 3,445 shares; 2025Q1: 3,254 shares; 2025Q2: 3,033 shares 3,033 $210K 0.01% -221 Timeline BBWI BATH & BODY WORKS INC More: the full row for BATH & BODY WORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,999 shares 6,999 $210K 0.01% new Timeline PEGA PEGASYSTEMS INC More: the full row for PEGASYSTEMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,872 shares 3,872 $210K 0.01% new Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,370 shares 1,370 $209K 0.01% new Timeline NTRA NATERA INC More: the full row for NATERA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,232 shares 1,232 $208K 0.01% new Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,248 shares; 2024Q2: 1,253 shares; 2024Q3: 1,253 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,248 shares 1,248 $207K 0.01% new Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 942 shares 942 $205K 0.01% new Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,000 shares; 2024Q2: 1,010 shares; 2024Q3: 1,010 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,099 shares 1,099 $201K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,174 shares 1,174 $200K 0.01% new Timeline XRAY DENTSPLY SIRONA INC More: the full row for DENTSPLY SIRONA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,968 shares 10,968 $174K 0.01% new Timeline PATH UIPATH INC More: the full row for UIPATH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,186 shares 13,186 $169K 0.01% new Timeline ADT ADT INC DEL More: the full row for ADT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 19,377 shares 19,377 $164K 0.01% new 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,198 shares 14,198 $130K 0.01% new HUN HUNTSMAN CORP More: the full row for HUNTSMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,621 shares 10,621 $111K 0.01% new Timeline OSTX OS THERAPIES INCORPORATED More: the full row for OS THERAPIES INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,220 shares 10,220 $19.2K <0.01% new Timeline