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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 659,981 shares; 2023Q2: 687,597 shares; 2023Q3: 780,012 shares; 2023Q4: 833,962 shares; 2024Q1: 921,866 shares; 2024Q2: 1,012,577 shares 1,012,577 $508M 37.71% +90,711 Timeline DBEF DBX ETF TR More: the full row for DBX ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,530,322 shares; 2023Q2: 1,685,267 shares; 2023Q3: 2,461,453 shares; 2023Q4: 3,361,722 shares; 2024Q1: 4,039,529 shares; 2024Q2: 4,754,786 shares 4,754,786 $197M 14.62% +715,257 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 291,269 shares; 2023Q2: 281,472 shares; 2023Q3: 278,573 shares; 2023Q4: 279,514 shares; 2024Q1: 276,792 shares; 2024Q2: 271,974 shares 271,974 $148M 11.02% -4,818 Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 453,588 shares; 2023Q2: 453,673 shares; 2023Q3: 447,424 shares; 2023Q4: 395,102 shares; 2024Q1: 346,163 shares; 2024Q2: 380,182 shares 380,182 $66.3M 4.92% +34,019 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 205,491 shares; 2023Q2: 205,494 shares; 2023Q3: 204,424 shares; 2023Q4: 226,664 shares; 2024Q1: 216,995 shares; 2024Q2: 215,307 shares 215,307 $43.7M 3.24% -1,688 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 234,164 shares; 2023Q4: 240,726 shares; 2024Q1: 257,575 shares; 2024Q2: 297,481 shares 297,481 $28.9M 2.14% +39,906 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 22,107 shares; 2023Q2: 37,344 shares; 2023Q3: 33,794 shares; 2023Q4: 41,250 shares; 2024Q1: 44,763 shares; 2024Q2: 44,993 shares 44,993 $20.1M 1.49% +230 Timeline PRF 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,410 shares; 2023Q2: 2,779 shares; 2023Q3: 13,893 shares; 2023Q4: 13,893 shares; 2024Q1: 504,974 shares; 2024Q2: 507,208 shares 507,208 $19.2M 1.43% +2,234 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 110,689 shares; 2024Q2: 111,134 shares 111,134 $18.3M 1.35% +445 Timeline IWO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 33,866 shares; 2023Q2: 34,333 shares; 2023Q3: 36,732 shares; 2023Q4: 58,850 shares; 2024Q1: 58,924 shares; 2024Q2: 59,008 shares 59,008 $15.5M 1.15% +84 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 47,265 shares; 2023Q2: 52,061 shares; 2023Q3: 48,875 shares; 2023Q4: 48,697 shares; 2024Q1: 67,770 shares; 2024Q2: 63,299 shares 63,299 $13.3M 0.99% -4,471 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 51,136 shares; 2023Q2: 51,136 shares; 2023Q3: 51,136 shares; 2023Q4: 51,136 shares; 2024Q1: 51,136 shares; 2024Q2: 51,165 shares 51,165 $12.4M 0.92% +29 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,542 shares; 2023Q2: 7,129 shares; 2023Q3: 14,826 shares; 2023Q4: 20,705 shares; 2024Q1: 22,695 shares; 2024Q2: 25,500 shares 25,500 $12.2M 0.91% +2,805 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,964 shares; 2023Q2: 11,715 shares; 2023Q3: 10,739 shares; 2023Q4: 11,199 shares; 2024Q1: 11,375 shares; 2024Q2: 96,094 shares 96,094 $11.9M 0.88% +84,719 Timeline OEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 65,987 shares; 2023Q2: 50,622 shares; 2023Q3: 40,362 shares; 2023Q4: 40,392 shares; 2024Q1: 40,455 shares; 2024Q2: 38,466 shares 38,466 $10.2M 0.75% -1,989 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 28,917 shares; 2023Q3: 22,691 shares; 2023Q4: 23,312 shares; 2024Q1: 33,759 shares; 2024Q2: 33,863 shares 33,863 $6.17M 0.46% +104 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,354 shares; 2023Q2: 56,932 shares; 2023Q3: 56,245 shares; 2023Q4: 56,283 shares; 2024Q1: 56,446 shares; 2024Q2: 56,352 shares 56,352 $5.48M 0.41% -94 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,505 shares; 2023Q2: 24,759 shares; 2023Q3: 24,879 shares; 2023Q4: 24,995 shares; 2024Q1: 29,729 shares; 2024Q2: 27,765 shares 27,765 $5.37M 0.4% -1,964 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 16,802 shares; 2023Q2: 27,380 shares; 2023Q3: 23,055 shares; 2023Q4: 24,871 shares; 2024Q1: 26,277 shares; 2024Q2: 26,088 shares 26,088 $4.79M 0.36% -189 Timeline IWV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 48,190 shares; 2023Q2: 24,095 shares; 2023Q3: 24,095 shares; 2023Q4: 24,095 shares; 2024Q1: 24,095 shares; 2024Q2: 15,385 shares 15,385 $4.75M 0.35% -8,710 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,551 shares; 2023Q2: 6,226 shares; 2023Q3: 4,552 shares; 2023Q4: 4,589 shares; 2024Q1: 4,992 shares; 2024Q2: 10,183 shares 10,183 $4.49M 0.33% +5,191 Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,051 shares; 2023Q2: 1,890 shares; 2023Q3: 17,344 shares; 2023Q4: 17,289 shares; 2024Q1: 16,916 shares; 2024Q2: 16,934 shares 16,934 $4.04M 0.3% +18 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,486 shares; 2023Q2: 7,140 shares; 2023Q3: 9,259 shares; 2023Q4: 7,326 shares; 2024Q1: 7,331 shares; 2024Q2: 7,336 shares 7,336 $4.01M 0.3% +5 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,235 shares; 2023Q3: 3,903 shares; 2023Q4: 3,892 shares; 2024Q1: 4,193 shares; 2024Q2: 4,389 shares 4,389 $3.97M 0.29% +196 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,219 shares; 2023Q2: 7,698 shares; 2023Q3: 7,433 shares; 2023Q4: 7,443 shares; 2024Q1: 7,404 shares; 2024Q2: 7,631 shares 7,631 $3.85M 0.29% +227 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,165 shares; 2023Q2: 1,180 shares; 2023Q3: 1,153 shares; 2023Q4: 2,753 shares; 2024Q1: 4,351 shares; 2024Q2: 4,517 shares 4,517 $3.84M 0.28% +166 Timeline SPLV INVESCO EXCH TRADED FD TR II More: the full row for INVESCO EXCH TRADED FD TR II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 56,257 shares; 2023Q2: 56,257 shares; 2023Q3: 55,257 shares; 2023Q4: 55,257 shares; 2024Q1: 55,257 shares; 2024Q2: 55,257 shares 55,257 $3.59M 0.27% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 4,701 shares; 2023Q3: 4,462 shares; 2023Q4: 9,431 shares; 2024Q1: 9,777 shares; 2024Q2: 9,760 shares 9,760 $3.36M 0.25% -17 Timeline VTWO VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 29,064 shares; 2023Q2: 36,584 shares; 2023Q3: 38,747 shares; 2023Q4: 33,686 shares; 2024Q1: 34,455 shares; 2024Q2: 39,561 shares 39,561 $3.25M 0.24% +5,106 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,026 shares; 2023Q2: 1,208 shares; 2023Q3: 845 shares; 2023Q4: 2,820 shares; 2024Q1: 2,987 shares; 2024Q2: 2,987 shares 2,987 $3.05M 0.23% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,611 shares; 2023Q2: 10,824 shares; 2023Q3: 10,685 shares; 2023Q4: 10,726 shares; 2024Q1: 11,015 shares; 2024Q2: 11,005 shares 11,005 $2.89M 0.21% -10 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,498 shares; 2023Q2: 2,780 shares; 2023Q3: 1,475 shares; 2023Q4: 1,565 shares; 2024Q1: 1,603 shares; 2024Q2: 1,768 shares 1,768 $2.84M 0.21% +165 Timeline WINN HARBOR ETF TRUST More: the full row for HARBOR ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 16,421 shares; 2024Q1: 40,080 shares; 2024Q2: 101,288 shares 101,288 $2.56M 0.19% +61,208 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,543 shares; 2023Q2: 6,830 shares; 2023Q3: 16,502 shares; 2023Q4: 22,558 shares; 2024Q1: 19,119 shares; 2024Q2: 15,444 shares 15,444 $2.55M 0.19% -3,675 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,450 shares; 2023Q3: 1,450 shares; 2023Q4: 13,750 shares; 2024Q1: 12,940 shares; 2024Q2: 12,940 shares 12,940 $2.51M 0.19% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,051 shares; 2023Q2: 4,658 shares; 2023Q3: 5,330 shares; 2023Q4: 5,069 shares; 2024Q1: 5,236 shares; 2024Q2: 4,930 shares 4,930 $2.51M 0.19% -306 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,390 shares; 2023Q4: 8,290 shares; 2024Q1: 8,349 shares; 2024Q2: 8,349 shares 8,349 $2.49M 0.18% 0 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 10,029 shares; 2023Q2: 15,282 shares; 2023Q3: 11,541 shares; 2023Q4: 10,929 shares; 2024Q1: 16,505 shares; 2024Q2: 16,272 shares 16,272 $2.38M 0.18% -233 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,161 shares; 2023Q2: 18,811 shares; 2023Q3: 19,475 shares; 2023Q4: 18,747 shares; 2024Q1: 18,678 shares; 2024Q2: 18,673 shares 18,673 $2.33M 0.17% -5 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,413 shares; 2023Q3: 3,399 shares; 2023Q4: 3,310 shares; 2024Q1: 3,327 shares; 2024Q2: 3,333 shares 3,333 $2.25M 0.17% +6 Timeline ITOT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 14,399 shares; 2023Q3: 14,399 shares; 2023Q4: 14,399 shares; 2024Q1: 16,616 shares; 2024Q2: 16,753 shares 16,753 $1.99M 0.15% +137 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,146 shares; 2023Q2: 1,130 shares; 2023Q3: 946 shares; 2023Q4: 7,235 shares; 2024Q1: 7,173 shares; 2024Q2: 7,143 shares 7,143 $1.85M 0.14% -30 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,274 shares; 2023Q2: 6,069 shares; 2023Q3: 5,153 shares; 2023Q4: 5,544 shares; 2024Q1: 6,835 shares; 2024Q2: 8,907 shares 8,907 $1.76M 0.13% +2,072 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,515 shares; 2023Q2: 2,995 shares; 2023Q3: 3,025 shares; 2023Q4: 3,117 shares; 2024Q1: 4,016 shares; 2024Q2: 4,269 shares 4,269 $1.74M 0.13% +253 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,174 shares; 2024Q1: 11,891 shares; 2024Q2: 11,890 shares 11,890 $1.7M 0.13% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,962 shares; 2023Q2: 11,347 shares; 2023Q3: 7,845 shares; 2023Q4: 6,763 shares; 2024Q1: 7,307 shares; 2024Q2: 7,965 shares 7,965 $1.61M 0.12% +658 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,814 shares; 2023Q2: 6,464 shares; 2023Q3: 8,315 shares; 2023Q4: 7,024 shares; 2024Q1: 7,270 shares; 2024Q2: 9,309 shares 9,309 $1.6M 0.12% +2,039 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,255 shares; 2023Q2: 3,604 shares; 2023Q3: 3,488 shares; 2023Q4: 3,481 shares; 2024Q1: 3,546 shares; 2024Q2: 3,574 shares 3,574 $1.59M 0.12% +28 Timeline SCHX SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,030 shares; 2023Q2: 23,335 shares; 2023Q3: 23,335 shares; 2023Q4: 23,335 shares; 2024Q1: 23,390 shares; 2024Q2: 22,972 shares 22,972 $1.48M 0.11% -418 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,200 shares; 2023Q4: 18,251 shares; 2024Q1: 16,891 shares; 2024Q2: 18,774 shares 18,774 $1.48M 0.11% +1,883 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,983 shares; 2023Q3: 2,293 shares; 2023Q4: 2,231 shares; 2024Q1: 5,963 shares; 2024Q2: 7,122 shares 7,122 $1.48M 0.11% +1,159 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,524 shares; 2023Q2: 11,024 shares; 2023Q3: 6,764 shares; 2023Q4: 10,424 shares; 2024Q1: 8,523 shares; 2024Q2: 8,362 shares 8,362 $1.46M 0.11% -161 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,040 shares; 2023Q2: 7,656 shares; 2023Q3: 9,881 shares; 2023Q4: 9,763 shares; 2024Q1: 10,884 shares; 2024Q2: 10,241 shares 10,241 $1.45M 0.11% -643 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,649 shares; 2023Q2: 2,693 shares; 2023Q3: 2,567 shares; 2023Q4: 2,574 shares; 2024Q1: 2,578 shares; 2024Q2: 2,578 shares 2,578 $1.43M 0.11% 0 Timeline VOOV VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,174 shares; 2023Q2: 9,174 shares; 2023Q3: 9,215 shares; 2023Q4: 9,308 shares; 2024Q1: 7,552 shares; 2024Q2: 7,838 shares 7,838 $1.39M 0.1% +286 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,432 shares; 2023Q3: 23,105 shares; 2023Q4: 22,670 shares; 2024Q1: 22,861 shares; 2024Q2: 22,995 shares 22,995 $1.38M 0.1% +134 Timeline XCHYX CALAMOS CONV & HIGH INCOME F More: the full row for CALAMOS CONV & HIGH INCOME F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 119,595 shares; 2023Q2: 119,595 shares; 2023Q3: 119,595 shares; 2023Q4: 119,595 shares; 2024Q1: 119,595 shares; 2024Q2: 119,595 shares 119,595 $1.33M 0.1% 0 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,904 shares; 2023Q2: 2,825 shares; 2023Q3: 2,720 shares; 2023Q4: 2,829 shares; 2024Q1: 2,812 shares; 2024Q2: 2,774 shares 2,774 $1.3M 0.1% -38 Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,686 shares; 2023Q2: 2,866 shares; 2023Q3: 2,781 shares; 2023Q4: 2,836 shares; 2024Q1: 2,891 shares; 2024Q2: 2,905 shares 2,905 $1.3M 0.1% +14 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,335 shares; 2023Q2: 15,890 shares; 2023Q3: 15,825 shares; 2023Q4: 15,745 shares; 2024Q1: 15,805 shares; 2024Q2: 16,603 shares 16,603 $1.29M 0.1% +798 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,401 shares; 2023Q2: 8,059 shares; 2023Q3: 8,506 shares; 2023Q4: 7,506 shares; 2024Q1: 7,770 shares; 2024Q2: 7,668 shares 7,668 $1.26M 0.09% -102 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 397 shares; 2023Q3: 763 shares; 2023Q4: 761 shares; 2024Q1: 761 shares; 2024Q2: 761 shares 761 $1.25M 0.09% 0 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 115 shares; 2023Q2: 304 shares; 2023Q3: 461 shares; 2023Q4: 423 shares; 2024Q1: 396 shares; 2024Q2: 419 shares 419 $1.24M 0.09% +23 Timeline LIONS GATE ENTMNT CORP LIONS GATE ENTMNT CORP More: the full row for LIONS GATE ENTMNT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 131,050 shares; 2023Q4: 131,050 shares; 2024Q1: 131,050 shares; 2024Q2: 131,050 shares 131,050 $1.23M 0.09% 0 ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,341 shares; 2023Q2: 1,974 shares; 2023Q3: 2,356 shares; 2023Q4: 2,359 shares; 2024Q1: 2,192 shares; 2024Q2: 2,161 shares 2,161 $1.2M 0.09% -31 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,519 shares; 2023Q2: 7,992 shares; 2023Q3: 10,927 shares; 2023Q4: 11,243 shares; 2024Q1: 10,580 shares; 2024Q2: 10,741 shares 10,741 $1.18M 0.09% +161 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 41,574 shares; 2023Q2: 81,557 shares; 2023Q3: 61,137 shares; 2023Q4: 55,137 shares; 2024Q1: 37,790 shares; 2024Q2: 45,150 shares 45,150 $1.18M 0.09% +7,360 Timeline PROP PRAIRIE OPER CO More: the full row for PRAIRIE OPER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 108,399 shares 108,399 $1.18M 0.09% new Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,842 shares; 2023Q2: 21,432 shares; 2023Q3: 16,327 shares; 2023Q4: 29,501 shares; 2024Q1: 31,468 shares; 2024Q2: 30,871 shares 30,871 $1.04M 0.08% -597 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,487 shares; 2023Q2: 4,418 shares; 2023Q3: 4,370 shares; 2023Q4: 4,329 shares; 2024Q1: 4,421 shares; 2024Q2: 4,381 shares 4,381 $1.03M 0.08% -40 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,799 shares; 2023Q3: 3,689 shares; 2023Q4: 3,694 shares; 2024Q1: 13,094 shares; 2024Q2: 13,160 shares 13,160 $1.02M 0.08% +66 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 129 shares; 2023Q2: 261 shares; 2023Q3: 260 shares; 2023Q4: 254 shares; 2024Q1: 257 shares; 2024Q2: 258 shares 258 $1.02M 0.08% +1 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,019 shares; 2023Q2: 3,046 shares; 2023Q3: 3,063 shares; 2023Q4: 3,038 shares; 2024Q1: 3,006 shares; 2024Q2: 3,047 shares 3,047 $1.01M 0.08% +41 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,290 shares; 2023Q2: 2,241 shares; 2023Q3: 2,195 shares; 2023Q4: 2,167 shares; 2024Q1: 2,186 shares; 2024Q2: 2,187 shares 2,187 $989K 0.07% +1 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,539 shares; 2023Q2: 3,786 shares; 2023Q3: 3,559 shares; 2023Q4: 3,586 shares; 2024Q1: 3,578 shares; 2024Q2: 3,227 shares 3,227 $979K 0.07% -351 Timeline LAM RESEARCH CORP LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 532 shares; 2023Q2: 889 shares; 2023Q3: 882 shares; 2023Q4: 891 shares; 2024Q1: 887 shares; 2024Q2: 883 shares 883 $942K 0.07% -4 VONE VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,591 shares; 2023Q2: 3,313 shares; 2023Q3: 3,315 shares; 2023Q4: 3,302 shares; 2024Q1: 3,080 shares; 2024Q2: 3,804 shares 3,804 $939K 0.07% +724 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,867 shares; 2023Q2: 9,670 shares; 2023Q3: 9,681 shares; 2023Q4: 8,834 shares; 2024Q1: 5,818 shares; 2024Q2: 5,768 shares 5,768 $936K 0.07% -50 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 870 shares; 2023Q3: 870 shares; 2023Q4: 870 shares; 2024Q1: 885 shares; 2024Q2: 884 shares 884 $934K 0.07% -1 Timeline VIOO VANGUARD ADMIRAL FDS INC More: the full row for VANGUARD ADMIRAL FDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,707 shares; 2023Q2: 5,147 shares; 2023Q3: 5,147 shares; 2023Q4: 9,483 shares; 2024Q1: 9,483 shares; 2024Q2: 9,483 shares 9,483 $931K 0.07% 0 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 7,674 shares; 2023Q2: 9,690 shares; 2023Q3: 8,492 shares; 2023Q4: 8,597 shares; 2024Q1: 8,951 shares; 2024Q2: 8,933 shares 8,933 $928K 0.07% -18 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,319 shares; 2024Q2: 6,076 shares 6,076 $925K 0.07% +4,757 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 535 shares; 2023Q2: 1,162 shares; 2023Q3: 1,125 shares; 2023Q4: 1,158 shares; 2024Q1: 1,170 shares; 2024Q2: 1,175 shares 1,175 $924K 0.07% +5 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,800 shares; 2023Q2: 4,574 shares; 2023Q3: 5,221 shares; 2023Q4: 4,451 shares; 2024Q1: 4,536 shares; 2024Q2: 4,534 shares 4,534 $903K 0.07% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,809 shares; 2023Q2: 1,892 shares; 2023Q3: 1,835 shares; 2023Q4: 1,835 shares; 2024Q1: 1,849 shares; 2024Q2: 1,849 shares 1,849 $864K 0.06% 0 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,691 shares; 2023Q2: 26,937 shares; 2023Q3: 25,457 shares; 2023Q4: 25,535 shares; 2024Q1: 23,871 shares; 2024Q2: 22,024 shares 22,024 $862K 0.06% -1,847 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,187 shares; 2023Q2: 3,196 shares; 2023Q3: 3,199 shares; 2023Q4: 3,195 shares; 2024Q1: 3,309 shares; 2024Q2: 4,414 shares 4,414 $859K 0.06% +1,105 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,004 shares; 2023Q2: 4,723 shares; 2023Q3: 4,761 shares; 2023Q4: 4,715 shares; 2024Q1: 4,702 shares; 2024Q2: 4,816 shares 4,816 $848K 0.06% +114 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,553 shares; 2023Q2: 6,421 shares; 2023Q3: 6,123 shares; 2023Q4: 6,041 shares; 2024Q1: 6,171 shares; 2024Q2: 7,332 shares 7,332 $844K 0.06% +1,161 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 17,919 shares; 2023Q2: 31,294 shares; 2023Q3: 34,809 shares; 2023Q4: 30,347 shares; 2024Q1: 24,514 shares; 2024Q2: 29,479 shares 29,479 $825K 0.06% +4,965 Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 780 shares; 2023Q2: 1,228 shares; 2023Q3: 1,183 shares; 2023Q4: 1,203 shares; 2024Q1: 1,250 shares; 2024Q2: 1,255 shares 1,255 $825K 0.06% +5 Timeline PAA PLAINS ALL AMERN PIPELINE L More: the full row for PLAINS ALL AMERN PIPELINE L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 45,275 shares; 2023Q2: 45,275 shares; 2023Q3: 45,275 shares; 2023Q4: 45,275 shares; 2024Q1: 45,275 shares; 2024Q2: 45,275 shares 45,275 $809K 0.06% 0 Timeline EWT ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 5,595 shares; 2024Q1: 5,595 shares; 2024Q2: 14,781 shares 14,781 $801K 0.06% +9,186 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 8,099 shares; 2024Q1: 8,601 shares; 2024Q2: 12,405 shares 12,405 $798K 0.06% +3,804 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 9,902 shares; 2023Q2: 16,716 shares; 2023Q3: 17,874 shares; 2023Q4: 16,267 shares; 2024Q1: 16,688 shares; 2024Q2: 16,205 shares 16,205 $770K 0.06% -483 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,811 shares; 2023Q2: 3,303 shares; 2023Q3: 3,099 shares; 2023Q4: 3,238 shares; 2024Q1: 3,309 shares; 2024Q2: 3,308 shares 3,308 $766K 0.06% -1 Timeline HEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 21,326 shares; 2023Q2: 29,385 shares; 2023Q3: 29,943 shares; 2023Q4: 18,417 shares; 2024Q1: 18,417 shares; 2024Q2: 21,543 shares 21,543 $766K 0.06% +3,126 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,920 shares; 2023Q3: 12,129 shares; 2023Q4: 11,932 shares; 2024Q1: 12,069 shares; 2024Q2: 12,063 shares 12,063 $763K 0.06% -6 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 672 shares; 2023Q2: 769 shares; 2023Q3: 1,964 shares; 2023Q4: 1,944 shares; 2024Q1: 1,822 shares; 2024Q2: 1,778 shares 1,778 $748K 0.06% -44 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,233 shares; 2023Q2: 3,206 shares; 2023Q3: 3,207 shares; 2023Q4: 3,204 shares; 2024Q1: 3,263 shares; 2024Q2: 3,279 shares 3,279 $742K 0.06% +16 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,347 shares; 2023Q3: 3,557 shares; 2023Q4: 3,557 shares; 2024Q1: 3,258 shares; 2024Q2: 3,247 shares 3,247 $741K 0.05% -11 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,043 shares; 2023Q2: 1,681 shares; 2023Q3: 1,619 shares; 2023Q4: 1,586 shares; 2024Q1: 7,983 shares; 2024Q2: 10,888 shares 10,888 $737K 0.05% +2,905 Timeline LDUR PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 6,586 shares; 2023Q4: 6,688 shares; 2024Q1: 7,100 shares; 2024Q2: 7,771 shares 7,771 $736K 0.05% +671 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,388 shares; 2023Q2: 4,323 shares; 2023Q3: 4,539 shares; 2023Q4: 4,321 shares; 2024Q1: 4,098 shares; 2024Q2: 4,097 shares 4,097 $709K 0.05% -1 Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,134 shares; 2023Q2: 2,373 shares; 2023Q3: 1,499 shares; 2023Q4: 1,501 shares; 2024Q1: 1,615 shares; 2024Q2: 1,604 shares 1,604 $704K 0.05% -11 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,783 shares; 2023Q2: 5,083 shares; 2023Q3: 5,248 shares; 2023Q4: 4,687 shares; 2024Q1: 4,618 shares; 2024Q2: 4,627 shares 4,627 $685K 0.05% +9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,563 shares; 2023Q2: 4,676 shares; 2023Q3: 4,327 shares; 2023Q4: 4,223 shares; 2024Q1: 4,358 shares; 2024Q2: 4,367 shares 4,367 $679K 0.05% +9 Timeline IBN ICICI BK LTD More: the full row for ICICI BK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,000 shares; 2023Q2: 25,731 shares; 2023Q3: 23,374 shares; 2023Q4: 23,374 shares; 2024Q1: 23,385 shares; 2024Q2: 23,390 shares 23,390 $674K 0.05% +5 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,442 shares; 2023Q2: 1,760 shares; 2023Q3: 3,230 shares; 2023Q4: 2,491 shares; 2024Q1: 2,616 shares; 2024Q2: 2,633 shares 2,633 $671K 0.05% +17 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 15,813 shares; 2023Q2: 18,530 shares; 2023Q3: 16,758 shares; 2023Q4: 16,875 shares; 2024Q1: 16,506 shares; 2024Q2: 16,677 shares 16,677 $663K 0.05% +171 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 21,782 shares; 2023Q3: 19,961 shares; 2023Q4: 18,625 shares; 2024Q1: 18,707 shares; 2024Q2: 18,716 shares 18,716 $661K 0.05% +9 Timeline ARISTA NETWORKS INC ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,946 shares; 2023Q3: 1,860 shares; 2023Q4: 1,864 shares; 2024Q1: 1,834 shares; 2024Q2: 1,850 shares 1,850 $648K 0.05% +16 CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,051 shares; 2023Q2: 1,834 shares; 2023Q3: 1,984 shares; 2023Q4: 1,947 shares; 2024Q1: 1,923 shares; 2024Q2: 1,929 shares 1,929 $638K 0.05% +6 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,938 shares; 2023Q3: 12,938 shares; 2023Q4: 12,938 shares; 2024Q1: 12,938 shares; 2024Q2: 12,938 shares 12,938 $631K 0.05% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,395 shares; 2023Q2: 10,494 shares; 2023Q3: 11,228 shares; 2023Q4: 11,448 shares; 2024Q1: 12,362 shares; 2024Q2: 13,910 shares 13,910 $609K 0.05% +1,548 Timeline SPG SIMON PPTY GROUP INC NEW More: the full row for SIMON PPTY GROUP INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,873 shares; 2023Q3: 4,155 shares; 2023Q4: 3,898 shares; 2024Q1: 3,952 shares; 2024Q2: 3,946 shares 3,946 $599K 0.04% -6 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,371 shares; 2023Q2: 4,367 shares; 2023Q3: 4,330 shares; 2023Q4: 4,324 shares; 2024Q1: 4,359 shares; 2024Q2: 4,359 shares 4,359 $597K 0.04% 0 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 461 shares; 2023Q3: 461 shares; 2023Q4: 461 shares; 2024Q1: 466 shares; 2024Q2: 465 shares 465 $594K 0.04% -1 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,018 shares; 2023Q3: 4,671 shares; 2023Q4: 4,693 shares; 2024Q1: 4,783 shares; 2024Q2: 4,509 shares 4,509 $593K 0.04% -274 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,980 shares; 2023Q2: 5,108 shares; 2023Q3: 5,255 shares; 2023Q4: 7,245 shares; 2024Q1: 7,402 shares; 2024Q2: 7,586 shares 7,586 $584K 0.04% +184 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,176 shares; 2023Q2: 7,736 shares; 2023Q3: 6,892 shares; 2023Q4: 6,600 shares; 2024Q1: 6,666 shares; 2024Q2: 6,503 shares 6,503 $581K 0.04% -163 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,668 shares; 2023Q3: 3,667 shares; 2023Q4: 3,667 shares; 2024Q1: 3,701 shares; 2024Q2: 3,701 shares 3,701 $580K 0.04% 0 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,640 shares; 2023Q2: 2,390 shares; 2023Q3: 2,609 shares; 2023Q4: 2,595 shares; 2024Q1: 2,640 shares; 2024Q2: 1,838 shares 1,838 $574K 0.04% -802 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,476 shares; 2023Q2: 4,812 shares; 2023Q3: 7,185 shares; 2023Q4: 5,177 shares; 2024Q1: 5,205 shares; 2024Q2: 5,203 shares 5,203 $573K 0.04% -2 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,726 shares; 2023Q2: 7,677 shares; 2023Q3: 7,772 shares; 2023Q4: 7,821 shares; 2024Q1: 7,672 shares; 2024Q2: 7,835 shares 7,835 $559K 0.04% +163 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,234 shares; 2023Q3: 11,232 shares; 2023Q4: 11,227 shares; 2024Q1: 11,413 shares; 2024Q2: 11,413 shares 11,413 $555K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,838 shares; 2023Q2: 8,198 shares; 2023Q3: 7,858 shares; 2023Q4: 7,858 shares; 2024Q1: 8,640 shares; 2024Q2: 8,574 shares 8,574 $550K 0.04% -66 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,770 shares; 2023Q2: 7,963 shares; 2023Q3: 7,757 shares; 2023Q4: 7,334 shares; 2024Q1: 7,532 shares; 2024Q2: 7,405 shares 7,405 $550K 0.04% -127 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,501 shares; 2023Q3: 1,501 shares; 2023Q4: 1,501 shares; 2024Q1: 1,501 shares; 2024Q2: 1,501 shares 1,501 $547K 0.04% 0 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 5,302 shares; 2023Q4: 6,882 shares; 2024Q1: 6,783 shares; 2024Q2: 7,353 shares 7,353 $542K 0.04% +570 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 4,541 shares 4,541 $530K 0.04% new Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,074 shares; 2023Q3: 3,074 shares; 2023Q4: 3,074 shares; 2024Q1: 3,079 shares; 2024Q2: 3,083 shares 3,083 $527K 0.04% +4 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 13,534 shares; 2023Q2: 21,185 shares; 2023Q3: 13,205 shares; 2023Q4: 12,936 shares; 2024Q1: 13,246 shares; 2024Q2: 12,722 shares 12,722 $525K 0.04% -524 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,080 shares; 2023Q2: 1,904 shares; 2023Q3: 1,904 shares; 2023Q4: 1,786 shares; 2024Q1: 8,930 shares; 2024Q2: 8,930 shares 8,930 $523K 0.04% 0 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 506 shares; 2023Q2: 846 shares; 2023Q3: 845 shares; 2023Q4: 833 shares; 2024Q1: 624 shares; 2024Q2: 633 shares 633 $522K 0.04% +9 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,489 shares; 2023Q2: 986 shares; 2023Q3: 2,255 shares; 2023Q4: 2,257 shares; 2024Q1: 2,298 shares; 2024Q2: 2,330 shares 2,330 $514K 0.04% +32 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,724 shares; 2023Q2: 2,412 shares; 2023Q3: 2,308 shares; 2023Q4: 2,225 shares; 2024Q1: 2,267 shares; 2024Q2: 2,416 shares 2,416 $509K 0.04% +149 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,252 shares; 2023Q3: 2,237 shares; 2023Q4: 2,237 shares; 2024Q1: 1,596 shares; 2024Q2: 1,620 shares 1,620 $508K 0.04% +24 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,835 shares; 2023Q2: 3,378 shares; 2023Q3: 3,341 shares; 2023Q4: 3,363 shares; 2024Q1: 3,442 shares; 2024Q2: 3,404 shares 3,404 $507K 0.04% -38 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 11,205 shares; 2023Q3: 8,628 shares; 2023Q4: 8,029 shares; 2024Q1: 7,644 shares; 2024Q2: 7,692 shares 7,692 $507K 0.04% +48 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,266 shares; 2023Q2: 2,194 shares; 2023Q3: 2,194 shares; 2023Q4: 2,194 shares; 2024Q1: 2,342 shares; 2024Q2: 2,370 shares 2,370 $506K 0.04% +28 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,444 shares; 2023Q2: 5,845 shares; 2023Q3: 5,108 shares; 2023Q4: 4,769 shares; 2024Q1: 5,178 shares; 2024Q2: 5,021 shares 5,021 $499K 0.04% -157 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,630 shares; 2023Q3: 1,630 shares; 2023Q4: 1,630 shares; 2024Q1: 1,647 shares; 2024Q2: 1,647 shares 1,647 $496K 0.04% 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,256 shares; 2023Q3: 2,280 shares; 2023Q4: 2,364 shares; 2024Q1: 2,525 shares; 2024Q2: 2,508 shares 2,508 $493K 0.04% -17 Timeline DSI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,058 shares; 2023Q2: 5,392 shares; 2023Q3: 5,392 shares; 2023Q4: 5,397 shares; 2024Q1: 4,872 shares; 2024Q2: 4,724 shares 4,724 $491K 0.04% -148 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 27,953 shares; 2023Q3: 26,802 shares; 2023Q4: 26,349 shares; 2024Q1: 26,211 shares; 2024Q2: 22,696 shares 22,696 $483K 0.04% -3,515 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,217 shares; 2023Q2: 1,772 shares; 2023Q3: 1,784 shares; 2023Q4: 1,751 shares; 2024Q1: 1,827 shares; 2024Q2: 1,868 shares 1,868 $478K 0.04% +41 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,135 shares; 2023Q2: 2,362 shares; 2023Q3: 2,438 shares; 2023Q4: 2,237 shares; 2024Q1: 1,933 shares; 2024Q2: 1,984 shares 1,984 $476K 0.04% +51 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,024 shares; 2023Q2: 1,808 shares; 2023Q3: 1,618 shares; 2023Q4: 1,587 shares; 2024Q1: 2,682 shares; 2024Q2: 2,660 shares 2,660 $461K 0.03% -22 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 601 shares; 2023Q2: 873 shares; 2023Q3: 690 shares; 2023Q4: 662 shares; 2024Q1: 658 shares; 2024Q2: 657 shares 657 $460K 0.03% -1 Timeline BLACKROCK INC BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 644 shares; 2023Q3: 628 shares; 2023Q4: 545 shares; 2024Q1: 584 shares; 2024Q2: 581 shares 581 $457K 0.03% -3 CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,533 shares; 2023Q2: 4,555 shares; 2023Q3: 1,619 shares; 2023Q4: 1,687 shares; 2024Q1: 1,821 shares; 2024Q2: 1,770 shares 1,770 $455K 0.03% -51 Timeline INTC INTEL CORP More: the full row for INTEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 12,663 shares; 2023Q2: 19,011 shares; 2023Q3: 18,419 shares; 2023Q4: 18,225 shares; 2024Q1: 21,609 shares; 2024Q2: 14,653 shares 14,653 $454K 0.03% -6,956 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,522 shares; 2023Q2: not reported; 2023Q3: 4,666 shares; 2023Q4: 4,405 shares; 2024Q1: 4,568 shares; 2024Q2: 4,688 shares 4,688 $451K 0.03% +120 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,067 shares; 2023Q2: 3,397 shares; 2023Q3: 2,212 shares; 2023Q4: 1,747 shares; 2024Q1: 1,719 shares; 2024Q2: 1,792 shares 1,792 $448K 0.03% +73 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 19,742 shares; 2023Q2: 26,093 shares; 2023Q3: 27,269 shares; 2023Q4: 18,518 shares; 2024Q1: 24,304 shares; 2024Q2: 22,964 shares 22,964 $439K 0.03% -1,340 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 941 shares; 2023Q2: 1,050 shares; 2023Q3: 733 shares; 2023Q4: 756 shares; 2024Q1: 770 shares; 2024Q2: 803 shares 803 $435K 0.03% +33 Timeline L LOEWS CORP More: the full row for LOEWS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,612 shares; 2023Q3: 9,378 shares; 2023Q4: 6,126 shares; 2024Q1: 6,036 shares; 2024Q2: 5,798 shares 5,798 $433K 0.03% -238 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,551 shares; 2023Q3: 1,551 shares; 2023Q4: 1,551 shares; 2024Q1: 1,561 shares; 2024Q2: 1,561 shares 1,561 $432K 0.03% 0 Timeline GMAB GENMAB A/S More: the full row for GENMAB A/S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 14,580 shares; 2023Q2: 27,350 shares; 2023Q3: 27,300 shares; 2023Q4: 27,300 shares; 2024Q1: 17,140 shares; 2024Q2: 17,140 shares 17,140 $431K 0.03% 0 Timeline HYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,772 shares; 2023Q4: 4,805 shares; 2024Q1: 5,004 shares; 2024Q2: 5,447 shares 5,447 $420K 0.03% +443 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,946 shares; 2023Q3: 2,902 shares; 2023Q4: 2,898 shares; 2024Q1: 2,981 shares; 2024Q2: 2,961 shares 2,961 $418K 0.03% -20 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,182 shares; 2023Q2: 2,113 shares; 2023Q3: 2,163 shares; 2023Q4: 3,043 shares; 2024Q1: 2,786 shares; 2024Q2: 2,638 shares 2,638 $413K 0.03% -148 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,692 shares; 2023Q3: 2,811 shares; 2023Q4: 2,715 shares; 2024Q1: 2,930 shares; 2024Q2: 3,477 shares 3,477 $407K 0.03% +547 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,595 shares; 2023Q3: 1,403 shares; 2023Q4: 1,565 shares; 2024Q1: 1,530 shares; 2024Q2: 1,503 shares 1,503 $406K 0.03% -27 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,243 shares; 2023Q2: 3,891 shares; 2023Q3: 4,188 shares; 2023Q4: 4,003 shares; 2024Q1: 3,987 shares; 2024Q2: 3,942 shares 3,942 $406K 0.03% -45 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 4,173 shares; 2023Q3: 4,170 shares; 2023Q4: 4,170 shares; 2024Q1: 4,953 shares; 2024Q2: 4,968 shares 4,968 $405K 0.03% +15 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,713 shares; 2023Q3: 2,706 shares; 2023Q4: 2,706 shares; 2024Q1: 2,463 shares; 2024Q2: 2,325 shares 2,325 $403K 0.03% -138 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,754 shares; 2023Q2: 9,181 shares; 2023Q3: 9,629 shares; 2023Q4: 9,780 shares; 2024Q1: 9,919 shares; 2024Q2: 10,300 shares 10,300 $400K 0.03% +381 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 866 shares; 2023Q2: 899 shares; 2023Q3: 1,475 shares; 2023Q4: 1,126 shares; 2024Q1: 1,111 shares; 2024Q2: 1,166 shares 1,166 $398K 0.03% +55 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 482 shares; 2023Q2: not reported; 2023Q3: 790 shares; 2023Q4: 792 shares; 2024Q1: 797 shares; 2024Q2: 816 shares 816 $393K 0.03% +19 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,086 shares; 2023Q3: 1,740 shares; 2023Q4: 1,941 shares; 2024Q1: 2,001 shares; 2024Q2: 1,975 shares 1,975 $387K 0.03% -26 Timeline PFF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,669 shares; 2023Q2: 9,702 shares; 2023Q3: 10,986 shares; 2023Q4: 10,837 shares; 2024Q1: 11,086 shares; 2024Q2: 12,190 shares 12,190 $385K 0.03% +1,104 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,658 shares; 2023Q3: 7,864 shares; 2023Q4: 7,460 shares; 2024Q1: 7,210 shares; 2024Q2: 7,094 shares 7,094 $384K 0.03% -116 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 903 shares; 2023Q2: 1,258 shares; 2023Q3: 1,315 shares; 2023Q4: 1,288 shares; 2024Q1: 1,286 shares; 2024Q2: 1,302 shares 1,302 $382K 0.03% +16 Timeline MTD METTLER TOLEDO INTERNATIONAL More: the full row for METTLER TOLEDO INTERNATIONAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 242 shares; 2023Q4: 1,388 shares; 2024Q1: 965 shares; 2024Q2: 272 shares 272 $380K 0.03% -693 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,285 shares; 2023Q2: 2,866 shares; 2023Q3: 1,617 shares; 2023Q4: 1,578 shares; 2024Q1: 1,476 shares; 2024Q2: 1,492 shares 1,492 $379K 0.03% +16 Timeline CWB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,558 shares; 2023Q4: 4,593 shares; 2024Q1: 4,646 shares; 2024Q2: 5,243 shares 5,243 $378K 0.03% +597 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 842 shares; 2023Q3: 1,753 shares; 2023Q4: 1,745 shares; 2024Q1: 1,547 shares; 2024Q2: 1,615 shares 1,615 $377K 0.03% +68 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,173 shares; 2023Q2: 1,924 shares; 2023Q3: 2,712 shares; 2023Q4: 1,764 shares; 2024Q1: 1,777 shares; 2024Q2: 1,827 shares 1,827 $372K 0.03% +50 Timeline TEAM ATLASSIAN CORPORATION More: the full row for ATLASSIAN CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,750 shares; 2023Q2: 2,999 shares; 2023Q3: 2,999 shares; 2023Q4: 2,079 shares; 2024Q1: 2,082 shares; 2024Q2: 2,079 shares 2,079 $368K 0.03% -3 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,560 shares; 2023Q3: 1,643 shares; 2023Q4: 1,620 shares; 2024Q1: 837 shares; 2024Q2: 859 shares 859 $367K 0.03% +22 Timeline PPA 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 3,537 shares; 2024Q1: 3,541 shares; 2024Q2: 3,546 shares 3,546 $364K 0.03% +5 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,961 shares; 2023Q2: 3,948 shares; 2023Q3: 3,673 shares; 2023Q4: 3,634 shares; 2024Q1: 3,776 shares; 2024Q2: 3,627 shares 3,627 $364K 0.03% -149 Timeline IGM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,820 shares; 2023Q2: 754 shares; 2023Q3: 758 shares; 2023Q4: 721 shares; 2024Q1: 4,420 shares; 2024Q2: 3,861 shares 3,861 $364K 0.03% -559 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,215 shares; 2023Q2: 2,504 shares; 2023Q3: 2,558 shares; 2023Q4: 2,443 shares; 2024Q1: 2,650 shares; 2024Q2: 2,656 shares 2,656 $364K 0.03% +6 Timeline EL LAUDER ESTEE COS INC More: the full row for LAUDER ESTEE COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,277 shares; 2024Q2: 3,385 shares 3,385 $360K 0.03% -892 Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,032 shares; 2023Q2: 6,374 shares; 2023Q3: 6,138 shares; 2023Q4: 5,987 shares; 2024Q1: 6,062 shares; 2024Q2: 5,935 shares 5,935 $351K 0.03% -127 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,696 shares; 2023Q2: 4,794 shares; 2023Q3: 4,369 shares; 2023Q4: 4,220 shares; 2024Q1: 3,735 shares; 2024Q2: 3,835 shares 3,835 $348K 0.03% +100 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,152 shares; 2023Q2: 3,029 shares; 2023Q3: 2,976 shares; 2023Q4: 2,913 shares; 2024Q1: 2,788 shares; 2024Q2: 2,923 shares 2,923 $347K 0.03% +135 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,841 shares; 2023Q3: 2,508 shares; 2023Q4: 2,508 shares; 2024Q1: 2,548 shares; 2024Q2: 5,096 shares 5,096 $344K 0.03% +2,548 Timeline CAG CONAGRA BRANDS INC More: the full row for CONAGRA BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 8,216 shares; 2023Q3: 8,878 shares; 2023Q4: 8,975 shares; 2024Q1: 12,102 shares; 2024Q2: 12,067 shares 12,067 $343K 0.03% -35 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,289 shares; 2023Q2: 4,807 shares; 2023Q3: 4,798 shares; 2023Q4: 3,383 shares; 2024Q1: 3,598 shares; 2024Q2: 3,049 shares 3,049 $342K 0.03% -549 Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,065 shares; 2024Q2: 2,672 shares 2,672 $337K 0.02% +607 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 6,642 shares; 2023Q3: 7,070 shares; 2023Q4: 6,621 shares; 2024Q1: 6,828 shares; 2024Q2: 6,183 shares 6,183 $332K 0.02% -645 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 359 shares; 2023Q2: 628 shares; 2023Q3: 484 shares; 2023Q4: 355 shares; 2024Q1: 363 shares; 2024Q2: 363 shares 363 $328K 0.02% 0 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 6,861 shares; 2023Q2: 6,001 shares; 2023Q3: 5,974 shares; 2023Q4: 5,908 shares; 2024Q1: 6,978 shares; 2024Q2: 6,311 shares 6,311 $315K 0.02% -667 Timeline DXCM DEXCOM INC More: the full row for DEXCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,521 shares; 2023Q3: 2,501 shares; 2023Q4: 2,760 shares; 2024Q1: 2,700 shares; 2024Q2: 2,773 shares 2,773 $314K 0.02% +73 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,132 shares; 2023Q2: 968 shares; 2023Q3: 996 shares; 2023Q4: 953 shares; 2024Q1: 956 shares; 2024Q2: 978 shares 978 $314K 0.02% +22 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,600 shares; 2023Q3: 1,505 shares; 2023Q4: 1,486 shares; 2024Q1: 1,471 shares; 2024Q2: 1,476 shares 1,476 $312K 0.02% +5 Timeline TE CONNECTIVITY LTD TE CONNECTIVITY LTD More: the full row for TE CONNECTIVITY LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,837 shares; 2023Q3: 2,698 shares; 2023Q4: 2,326 shares; 2024Q1: 2,072 shares; 2024Q2: 2,063 shares 2,063 $310K 0.02% -9 SPHY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 13,314 shares; 2023Q4: 13,314 shares; 2024Q1: 13,314 shares; 2024Q2: 13,314 shares 13,314 $309K 0.02% 0 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,485 shares; 2023Q2: 5,647 shares; 2023Q3: 2,891 shares; 2023Q4: 3,234 shares; 2024Q1: 3,193 shares; 2024Q2: 3,313 shares 3,313 $306K 0.02% +120 Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,129 shares; 2023Q3: 1,128 shares; 2023Q4: 1,127 shares; 2024Q1: 1,149 shares; 2024Q2: 1,148 shares 1,148 $296K 0.02% -1 Timeline IRM IRON MTN INC DEL More: the full row for IRON MTN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,505 shares; 2023Q4: 3,182 shares; 2024Q1: 3,198 shares; 2024Q2: 3,277 shares 3,277 $296K 0.02% +79 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,543 shares; 2023Q2: 5,258 shares; 2023Q3: 4,204 shares; 2023Q4: 4,220 shares; 2024Q1: 4,226 shares; 2024Q2: 4,213 shares 4,213 $296K 0.02% -13 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,781 shares; 2024Q2: 4,065 shares 4,065 $295K 0.02% +284 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,198 shares; 2024Q1: 4,288 shares; 2024Q2: 3,900 shares 3,900 $294K 0.02% -388 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 4,718 shares; 2023Q2: 3,956 shares; 2023Q3: 3,746 shares; 2023Q4: 3,394 shares; 2024Q1: 4,020 shares; 2024Q2: 4,128 shares 4,128 $292K 0.02% +108 Timeline EWJ ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 4,206 shares; 2024Q1: 4,206 shares; 2024Q2: 4,237 shares 4,237 $289K 0.02% +31 Timeline INDA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 5,150 shares; 2024Q2: 5,150 shares 5,150 $287K 0.02% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 840 shares; 2023Q2: 729 shares; 2023Q3: 665 shares; 2023Q4: 625 shares; 2024Q1: 620 shares; 2024Q2: 635 shares 635 $285K 0.02% +15 Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,468 shares; 2023Q3: 2,545 shares; 2023Q4: 2,402 shares; 2024Q1: 2,437 shares; 2024Q2: 2,255 shares 2,255 $281K 0.02% -182 Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,303 shares; 2023Q3: 2,303 shares; 2023Q4: 2,185 shares; 2024Q1: 2,176 shares; 2024Q2: 2,176 shares 2,176 $281K 0.02% 0 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 3,556 shares; 2023Q4: 3,556 shares; 2024Q1: 3,620 shares; 2024Q2: 3,620 shares 3,620 $281K 0.02% 0 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,068 shares; 2023Q2: 2,437 shares; 2023Q3: 2,928 shares; 2023Q4: 2,931 shares; 2024Q1: 2,430 shares; 2024Q2: 2,430 shares 2,430 $278K 0.02% 0 Timeline STX SEAGATE TECHNOLOGY HLDNGS PL More: the full row for SEAGATE TECHNOLOGY HLDNGS PL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,634 shares; 2024Q1: 2,664 shares; 2024Q2: 2,643 shares 2,643 $275K 0.02% -21 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,392 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 1,660 shares; 2024Q1: 1,720 shares; 2024Q2: 1,720 shares 1,720 $274K 0.02% 0 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,316 shares; 2023Q2: 1,642 shares; 2023Q3: 867 shares; 2023Q4: 766 shares; 2024Q1: 1,083 shares; 2024Q2: 726 shares 726 $272K 0.02% -357 Timeline STZ CONSTELLATION BRANDS INC More: the full row for CONSTELLATION BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 991 shares; 2023Q4: 938 shares; 2024Q1: 1,065 shares; 2024Q2: 1,055 shares 1,055 $271K 0.02% -10 Timeline WDC WESTERN DIGITAL CORP More: the full row for WESTERN DIGITAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,593 shares; 2024Q2: 3,578 shares 3,578 $271K 0.02% -15 Timeline BKR BAKER HUGHES COMPANY More: the full row for BAKER HUGHES COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,588 shares; 2023Q3: 7,580 shares; 2023Q4: 7,592 shares; 2024Q1: 7,626 shares; 2024Q2: 7,694 shares 7,694 $271K 0.02% +68 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,537 shares; 2023Q2: 2,706 shares; 2023Q3: 2,465 shares; 2023Q4: 2,464 shares; 2024Q1: 2,558 shares; 2024Q2: 2,610 shares 2,610 $268K 0.02% +52 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,002 shares; 2023Q3: 2,002 shares; 2023Q4: 2,004 shares; 2024Q1: 2,019 shares; 2024Q2: 2,017 shares 2,017 $267K 0.02% -2 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,618 shares; 2023Q3: 7,309 shares; 2023Q4: 6,620 shares; 2024Q1: 6,634 shares; 2024Q2: 6,821 shares 6,821 $265K 0.02% +187 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 261 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 236 shares; 2024Q1: 251 shares; 2024Q2: 251 shares 251 $264K 0.02% 0 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,148 shares; 2023Q3: not reported; 2023Q4: 2,576 shares; 2024Q1: 2,574 shares; 2024Q2: 2,572 shares 2,572 $260K 0.02% -2 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 2,074 shares; 2024Q2: 1,962 shares 1,962 $253K 0.02% -112 Timeline SHLD GLOBAL X FDS More: the full row for GLOBAL X FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,587 shares; 2024Q2: 7,587 shares 7,587 $252K 0.02% 0 Timeline EQIX EQUINIX INC More: the full row for EQUINIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 323 shares; 2023Q3: 327 shares; 2023Q4: 328 shares; 2024Q1: 333 shares; 2024Q2: 332 shares 332 $251K 0.02% -1 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,034 shares; 2023Q3: 1,015 shares; 2023Q4: 1,013 shares; 2024Q1: 620 shares; 2024Q2: 649 shares 649 $251K 0.02% +29 Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 104 shares; 2023Q3: 123 shares; 2023Q4: 125 shares; 2024Q1: 83 shares; 2024Q2: 4,000 shares 4,000 $251K 0.02% +3,917 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,826 shares; 2023Q2: 2,958 shares; 2023Q3: 2,911 shares; 2023Q4: 3,065 shares; 2024Q1: 2,932 shares; 2024Q2: 2,719 shares 2,719 $249K 0.02% -213 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,545 shares; 2024Q2: 1,556 shares 1,556 $246K 0.02% +11 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,014 shares; 2024Q2: 964 shares 964 $240K 0.02% -50 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 2,838 shares; 2023Q4: 2,692 shares; 2024Q1: 2,739 shares; 2024Q2: 2,684 shares 2,684 $239K 0.02% -55 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,081 shares 1,081 $236K 0.02% new 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,904 shares; 2023Q3: not reported; 2023Q4: 1,832 shares; 2024Q1: 1,860 shares; 2024Q2: 1,857 shares 1,857 $234K 0.02% -3 Timeline APA APA CORPORATION More: the full row for APA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,910 shares; 2023Q3: 7,910 shares; 2023Q4: 7,911 shares; 2024Q1: 7,862 shares; 2024Q2: 7,928 shares 7,928 $233K 0.02% +66 Timeline SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 4,955 shares; 2023Q4: 5,056 shares; 2024Q1: 5,185 shares; 2024Q2: 5,576 shares 5,576 $233K 0.02% +391 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 3,528 shares; 2023Q2: 3,163 shares; 2023Q3: 4,386 shares; 2023Q4: 4,728 shares; 2024Q1: 5,078 shares; 2024Q2: 3,063 shares 3,063 $232K 0.02% -2,015 Timeline CNP CENTERPOINT ENERGY INC More: the full row for CENTERPOINT ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 7,382 shares; 2023Q3: not reported; 2023Q4: 7,377 shares; 2024Q1: 7,374 shares; 2024Q2: 7,374 shares 7,374 $228K 0.02% 0 Timeline SYF SYNCHRONY FINANCIAL More: the full row for SYNCHRONY FINANCIAL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 4,821 shares; 2024Q2: 4,821 shares 4,821 $228K 0.02% 0 Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 2,316 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 3,055 shares; 2024Q2: 3,151 shares 3,151 $224K 0.02% +96 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 571 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 351 shares; 2024Q2: 373 shares 373 $222K 0.02% +22 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 384 shares; 2024Q1: 390 shares; 2024Q2: 393 shares 393 $222K 0.02% +3 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,159 shares; 2024Q1: 2,193 shares; 2024Q2: 2,193 shares 2,193 $220K 0.02% 0 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 2,015 shares; 2023Q2: 2,428 shares; 2023Q3: 2,229 shares; 2023Q4: 2,092 shares; 2024Q1: 1,612 shares; 2024Q2: 1,611 shares 1,611 $218K 0.02% -1 Timeline HRL HORMEL FOODS CORP More: the full row for HORMEL FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 7,967 shares; 2024Q2: 7,140 shares 7,140 $218K 0.02% -827 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 12,993 shares; 2023Q3: 10,036 shares; 2023Q4: 5,131 shares; 2024Q1: 5,389 shares; 2024Q2: 5,408 shares 5,408 $217K 0.02% +19 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 715 shares; 2023Q2: 829 shares; 2023Q3: 774 shares; 2023Q4: 760 shares; 2024Q1: 802 shares; 2024Q2: 782 shares 782 $215K 0.02% -20 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 1,444 shares; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 1,163 shares; 2024Q2: 1,190 shares 1,190 $215K 0.02% +27 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,889 shares; 2023Q3: 3,875 shares; 2023Q4: 4,009 shares; 2024Q1: 1,519 shares; 2024Q2: 1,516 shares 1,516 $214K 0.02% -3 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,248 shares; 2023Q3: 2,958 shares; 2023Q4: not reported; 2024Q1: 2,516 shares; 2024Q2: 2,702 shares 2,702 $212K 0.02% +186 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 1,085 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 686 shares 686 $211K 0.02% new Timeline ED CONSOLIDATED EDISON INC More: the full row for CONSOLIDATED EDISON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: 3,052 shares; 2023Q3: 3,058 shares; 2023Q4: 3,064 shares; 2024Q1: 2,353 shares; 2024Q2: 2,353 shares 2,353 $210K 0.02% 0 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: 701 shares; 2024Q2: 701 shares 701 $209K 0.02% 0 Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 8,117 shares; 2023Q2: 11,044 shares; 2023Q3: 9,675 shares; 2023Q4: 8,762 shares; 2024Q1: 9,676 shares; 2024Q2: 5,018 shares 5,018 $208K 0.02% -4,658 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: 1,804 shares; 2023Q4: 1,801 shares; 2024Q1: 1,888 shares; 2024Q2: 1,900 shares 1,900 $207K 0.02% +12 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: 5,677 shares; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 3,450 shares 3,450 $205K 0.02% new Timeline GGG GRACO INC More: the full row for GRACO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 2,597 shares; 2024Q1: 2,593 shares; 2024Q2: 2,584 shares 2,584 $205K 0.02% -9 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 2,108 shares 2,108 $205K 0.02% new Timeline CDW CDW CORP More: the full row for CDW CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: 902 shares; 2024Q1: 912 shares; 2024Q2: 912 shares 912 $204K 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; 2022Q3: restricted; 2022Q4: restricted; 2023Q1: not reported; 2023Q2: not reported; 2023Q3: not reported; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 693 shares 693 $201K 0.01% new Timeline