SPYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 64,270 shares; 2024Q3: 92,291 shares; 2024Q4: 170,944 shares; 2025Q1: 195,292 shares; 2025Q2: 251,172 shares 251,172 $23.9M 4.61% +55,880 Timeline GOVT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 505,971 shares; 2024Q3: 584,308 shares; 2024Q4: 682,293 shares; 2025Q1: 753,956 shares; 2025Q2: 846,789 shares 846,789 $19.5M 3.75% +92,833 Timeline SPDW SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 140,943 shares; 2024Q3: 204,582 shares; 2024Q4: 278,542 shares; 2025Q1: 314,306 shares; 2025Q2: 392,423 shares 392,423 $15.9M 3.06% +78,117 Timeline VCIT VANGUARD SCOTTSDALE FDS More: the full row for VANGUARD SCOTTSDALE FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 87,960 shares; 2024Q3: 104,419 shares; 2024Q4: 133,160 shares; 2025Q1: 146,343 shares; 2025Q2: 164,388 shares 164,388 $13.6M 2.63% +18,045 Timeline SPMB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 337,142 shares; 2024Q3: 416,969 shares; 2024Q4: 486,106 shares; 2025Q1: 539,655 shares; 2025Q2: 601,510 shares 601,510 $13.3M 2.56% +61,855 Timeline SHYG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 178,736 shares; 2024Q3: 211,225 shares; 2024Q4: 246,507 shares; 2025Q1: 267,901 shares; 2025Q2: 290,391 shares 290,391 $12.5M 2.41% +22,490 Timeline SPYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 95,631 shares; 2024Q3: 135,675 shares; 2024Q4: 149,081 shares; 2025Q1: 171,797 shares; 2025Q2: 223,841 shares 223,841 $11.7M 2.26% +52,044 Timeline MSFT MICROSOFT CORP More: the full row for MICROSOFT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,732 shares; 2024Q3: 13,645 shares; 2024Q4: 16,847 shares; 2025Q1: 20,095 shares; 2025Q2: 23,409 shares 23,409 $11.6M 2.24% +3,314 Timeline AMZN AMAZON COM INC More: the full row for AMAZON COM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 37,307 shares; 2024Q3: 38,745 shares; 2024Q4: 39,720 shares; 2025Q1: 47,153 shares; 2025Q2: 45,299 shares 45,299 $9.94M 1.91% -1,854 Timeline SPTL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 274,550 shares; 2024Q3: 317,072 shares; 2024Q4: 284,707 shares; 2025Q1: 316,144 shares; 2025Q2: 352,372 shares 352,372 $9.37M 1.8% +36,228 Timeline ORCL ORACLE CORP More: the full row for ORACLE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,702 shares; 2024Q3: 21,871 shares; 2024Q4: 28,640 shares; 2025Q1: 37,310 shares; 2025Q2: 42,093 shares 42,093 $9.2M 1.77% +4,783 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,013 shares; 2024Q3: 12,475 shares; 2024Q4: 14,884 shares; 2025Q1: 17,728 shares; 2025Q2: 19,952 shares 19,952 $7.08M 1.36% +2,224 Timeline BIL SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,181 shares; 2024Q3: 8,094 shares; 2024Q4: 14,451 shares; 2025Q1: 14,108 shares; 2025Q2: 74,372 shares 74,372 $6.82M 1.31% +60,264 Timeline NVDA NVIDIA CORPORATION More: the full row for NVIDIA CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,430 shares; 2024Q3: 14,146 shares; 2024Q4: 21,367 shares; 2025Q1: 27,719 shares; 2025Q2: 42,500 shares 42,500 $6.71M 1.29% +14,781 Timeline SPEM SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 51,030 shares; 2024Q3: 73,792 shares; 2024Q4: 92,272 shares; 2025Q1: 105,799 shares; 2025Q2: 148,782 shares 148,782 $6.36M 1.22% +42,983 Timeline SPSB SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 109,144 shares; 2024Q3: 132,735 shares; 2024Q4: 167,674 shares; 2025Q1: 177,913 shares; 2025Q2: 200,144 shares 200,144 $6.04M 1.16% +22,231 Timeline SPSM SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 33,993 shares; 2024Q3: 50,124 shares; 2024Q4: 89,879 shares; 2025Q1: 104,116 shares; 2025Q2: 141,654 shares 141,654 $6.03M 1.16% +37,538 Timeline SLYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,906 shares; 2024Q3: 43,281 shares; 2024Q4: 43,656 shares; 2025Q1: 50,853 shares; 2025Q2: 67,564 shares 67,564 $6M 1.15% +16,711 Timeline LLY ELI LILLY & CO More: the full row for ELI LILLY & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 644 shares; 2024Q3: 759 shares; 2024Q4: 4,390 shares; 2025Q1: 6,707 shares; 2025Q2: 7,100 shares 7,100 $5.53M 1.07% +393 Timeline AAPL APPLE INC More: the full row for APPLE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,070 shares; 2024Q3: 26,875 shares; 2024Q4: 30,984 shares; 2025Q1: 33,263 shares; 2025Q2: 24,802 shares 24,802 $5.09M 0.98% -8,461 Timeline MA MASTERCARD INCORPORATED More: the full row for MASTERCARD INCORPORATED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,141 shares; 2024Q3: 5,661 shares; 2024Q4: 6,707 shares; 2025Q1: 7,863 shares; 2025Q2: 8,644 shares 8,644 $4.86M 0.94% +781 Timeline NFLX NETFLIX INC. More: the full row for NETFLIX INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,047 shares; 2024Q3: 2,857 shares; 2024Q4: 3,400 shares; 2025Q1: 2,861 shares; 2025Q2: 3,470 shares 3,470 $4.65M 0.89% +609 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,283 shares; 2024Q3: 26,153 shares; 2024Q4: 30,568 shares; 2025Q1: 34,622 shares; 2025Q2: 39,923 shares 39,923 $4.61M 0.89% +5,301 Timeline ABT ABBOTT LABORATORIES More: the full row for ABBOTT LABORATORIES Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,936 shares; 2024Q3: 19,511 shares; 2024Q4: 22,915 shares; 2025Q1: 26,711 shares; 2025Q2: 33,648 shares 33,648 $4.58M 0.88% +6,937 Timeline GOOGL ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,162 shares; 2024Q3: 15,156 shares; 2024Q4: 18,353 shares; 2025Q1: 20,608 shares; 2025Q2: 22,654 shares 22,654 $3.99M 0.77% +2,046 Timeline USHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 67,613 shares; 2024Q3: 74,933 shares; 2024Q4: 88,378 shares; 2025Q1: 93,322 shares; 2025Q2: 97,104 shares 97,104 $3.64M 0.7% +3,782 Timeline GOOG ALPHABET INC More: the full row for ALPHABET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,990 shares; 2024Q3: 15,263 shares; 2024Q4: 18,537 shares; 2025Q1: 16,523 shares; 2025Q2: 20,029 shares 20,029 $3.55M 0.68% +3,506 Timeline JQUA J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 34,013 shares; 2024Q3: 50,135 shares; 2024Q4: 39,531 shares; 2025Q1: 45,844 shares; 2025Q2: 58,926 shares 58,926 $3.54M 0.68% +13,082 Timeline COST COSTCO WHOLESALE CORPORATION More: the full row for COSTCO WHOLESALE CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 226 shares; 2025Q2: 3,423 shares 3,423 $3.39M 0.65% +3,197 Timeline SAP SAP SE More: the full row for SAP SE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,334 shares; 2024Q3: 9,140 shares; 2024Q4: 10,636 shares; 2025Q1: 10,086 shares; 2025Q2: 11,013 shares 11,013 $3.35M 0.64% +927 Timeline ADBE ADOBE INC More: the full row for ADOBE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,662 shares; 2024Q3: 4,923 shares; 2024Q4: 5,806 shares; 2025Q1: 6,861 shares; 2025Q2: 8,468 shares 8,468 $3.28M 0.63% +1,607 Timeline META META PLATFORMS INC More: the full row for META PLATFORMS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 781 shares; 2024Q3: 1,302 shares; 2024Q4: 2,233 shares; 2025Q1: 3,489 shares; 2025Q2: 4,417 shares 4,417 $3.26M 0.63% +928 Timeline RTX RTX CORPORATION More: the full row for RTX CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,099 shares; 2024Q3: 17,308 shares; 2024Q4: 20,749 shares; 2025Q1: 21,295 shares; 2025Q2: 22,315 shares 22,315 $3.26M 0.63% +1,020 Timeline TSLA TESLA INC More: the full row for TESLA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,955 shares; 2024Q3: 3,031 shares; 2024Q4: 4,521 shares; 2025Q1: 5,926 shares; 2025Q2: 8,966 shares 8,966 $2.85M 0.55% +3,040 Timeline AON AON PLC More: the full row for AON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,772 shares; 2024Q3: 2,031 shares; 2024Q4: 2,315 shares; 2025Q1: 6,809 shares; 2025Q2: 7,956 shares 7,956 $2.84M 0.55% +1,147 Timeline TMO THERMO FISHER SCIENTIFIC INC More: the full row for THERMO FISHER SCIENTIFIC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,821 shares; 2024Q3: 4,284 shares; 2024Q4: 5,145 shares; 2025Q1: 6,090 shares; 2025Q2: 6,835 shares 6,835 $2.77M 0.53% +745 Timeline ZTS ZOETIS INC More: the full row for ZOETIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,008 shares; 2024Q3: 6,554 shares; 2024Q4: 10,046 shares; 2025Q1: 15,260 shares; 2025Q2: 17,397 shares 17,397 $2.71M 0.52% +2,137 Timeline JMBS JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 62,565 shares; 2024Q3: 62,720 shares; 2024Q4: 51,123 shares; 2025Q1: 51,882 shares; 2025Q2: 59,676 shares 59,676 $2.69M 0.52% +7,794 Timeline JAAA JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,404 shares; 2024Q3: 22,699 shares; 2024Q4: 38,064 shares; 2025Q1: 42,456 shares; 2025Q2: 50,087 shares 50,087 $2.54M 0.49% +7,631 Timeline JNK SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 25,743 shares; 2024Q3: 25,318 shares; 2024Q4: 28,953 shares; 2025Q1: 28,745 shares; 2025Q2: 26,013 shares 26,013 $2.53M 0.49% -2,732 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,286 shares; 2024Q3: 2,542 shares; 2024Q4: 2,988 shares; 2025Q1: 3,602 shares; 2025Q2: 4,357 shares 4,357 $2.51M 0.48% +755 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,871 shares; 2024Q3: 3,295 shares; 2024Q4: 4,220 shares; 2025Q1: 4,949 shares; 2025Q2: 5,105 shares 5,105 $2.48M 0.48% +156 Timeline VZ VERIZON COMMUNICATIONS INC More: the full row for VERIZON COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,369 shares; 2024Q3: 27,817 shares; 2024Q4: 34,837 shares; 2025Q1: 51,292 shares; 2025Q2: 56,387 shares 56,387 $2.44M 0.47% +5,095 Timeline CSMD PROFESIONALLY MANAGED PORTFO More: the full row for PROFESIONALLY MANAGED PORTFO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 113,418 shares; 2024Q3: 112,727 shares; 2024Q4: 71,468 shares; 2025Q1: 71,725 shares; 2025Q2: 77,840 shares 77,840 $2.43M 0.47% +6,115 Timeline NOW SERVICENOW INC More: the full row for SERVICENOW INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,405 shares; 2024Q3: 3,715 shares; 2024Q4: 3,888 shares; 2025Q1: 1,778 shares; 2025Q2: 2,299 shares 2,299 $2.36M 0.46% +521 Timeline CSCO CISCO SYS INC More: the full row for CISCO SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 28,764 shares; 2024Q3: 33,935 shares; 2024Q4: 35,649 shares; 2025Q1: 35,097 shares; 2025Q2: 33,984 shares 33,984 $2.36M 0.45% -1,113 Timeline PM PHILIP MORRIS INTL INC More: the full row for PHILIP MORRIS INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,507 shares; 2024Q3: 8,421 shares; 2024Q4: 10,262 shares; 2025Q1: 11,591 shares; 2025Q2: 12,419 shares 12,419 $2.26M 0.44% +828 Timeline BA BOEING CO More: the full row for BOEING CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 4,822 shares; 2024Q4: 7,498 shares; 2025Q1: 9,420 shares; 2025Q2: 10,740 shares 10,740 $2.25M 0.43% +1,320 Timeline SBUX STARBUCKS CORP More: the full row for STARBUCKS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,813 shares; 2024Q4: 3,665 shares; 2025Q1: 13,925 shares; 2025Q2: 24,504 shares 24,504 $2.25M 0.43% +10,579 Timeline DIS DISNEY WALT CO More: the full row for DISNEY WALT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,709 shares; 2024Q3: 10,684 shares; 2024Q4: 13,476 shares; 2025Q1: 16,130 shares; 2025Q2: 18,039 shares 18,039 $2.24M 0.43% +1,909 Timeline ACN ACCENTURE PLC IRELAND More: the full row for ACCENTURE PLC IRELAND Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,355 shares; 2024Q3: 4,802 shares; 2024Q4: 5,123 shares; 2025Q1: 5,912 shares; 2025Q2: 7,369 shares 7,369 $2.2M 0.42% +1,457 Timeline JPM JPMORGAN CHASE & CO More: the full row for JPMORGAN CHASE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,101 shares; 2024Q3: 3,885 shares; 2024Q4: 5,115 shares; 2025Q1: 6,077 shares; 2025Q2: 7,437 shares 7,437 $2.16M 0.42% +1,360 Timeline JBBB JANUS DETROIT STR TR More: the full row for JANUS DETROIT STR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,123 shares; 2024Q3: 44,982 shares; 2024Q4: 40,414 shares; 2025Q1: 42,234 shares; 2025Q2: 44,184 shares 44,184 $2.13M 0.41% +1,950 Timeline AEM AGNICO EAGLE MINES LTD More: the full row for AGNICO EAGLE MINES LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 13,853 shares; 2024Q3: 15,170 shares; 2024Q4: 18,225 shares; 2025Q1: 20,115 shares; 2025Q2: 17,801 shares 17,801 $2.12M 0.41% -2,314 Timeline PHYL PGIM ETF TR More: the full row for PGIM ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 52,919 shares; 2024Q3: 53,053 shares; 2024Q4: 48,278 shares; 2025Q1: 49,092 shares; 2025Q2: 56,656 shares 56,656 $2.01M 0.39% +7,564 Timeline ABNB AIRBNB INC More: the full row for AIRBNB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,128 shares; 2024Q3: 9,745 shares; 2024Q4: 11,094 shares; 2025Q1: 12,953 shares; 2025Q2: 14,575 shares 14,575 $1.93M 0.37% +1,622 Timeline RYAN RYAN SPECIALTY HOLDINGS INC More: the full row for RYAN SPECIALTY HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,991 shares; 2024Q3: 20,081 shares; 2024Q4: 24,753 shares; 2025Q1: 28,434 shares; 2025Q2: 28,100 shares 28,100 $1.91M 0.37% -334 Timeline MDT MEDTRONIC PLC More: the full row for MEDTRONIC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,574 shares; 2024Q3: 21,027 shares; 2024Q4: 23,383 shares; 2025Q1: 23,754 shares; 2025Q2: 21,839 shares 21,839 $1.9M 0.37% -1,915 Timeline UNILEVER PLC UNILEVER PLC More: the full row for UNILEVER PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,910 shares; 2024Q3: 22,578 shares; 2024Q4: 27,621 shares; 2025Q1: 28,536 shares; 2025Q2: 30,436 shares 30,436 $1.86M 0.36% +1,900 IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,038 shares; 2024Q3: 2,029 shares; 2024Q4: 2,211 shares; 2025Q1: 2,466 shares; 2025Q2: 2,997 shares 2,997 $1.86M 0.36% +531 Timeline SE SEA LTD More: the full row for SEA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 9,094 shares; 2025Q2: 11,620 shares 11,620 $1.86M 0.36% +2,526 Timeline WDAY WORKDAY INC More: the full row for WORKDAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,829 shares; 2024Q3: 4,720 shares; 2024Q4: 5,584 shares; 2025Q1: 6,722 shares; 2025Q2: 7,708 shares 7,708 $1.85M 0.36% +986 Timeline HEI-A HEICO CORP NEW More: the full row for HEICO CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,430 shares; 2024Q3: 4,006 shares; 2024Q4: 4,835 shares; 2025Q1: 5,870 shares; 2025Q2: 6,762 shares 6,762 $1.75M 0.34% +892 Timeline WFC WELLS FARGO & CO More: the full row for WELLS FARGO & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,656 shares; 2024Q3: 17,555 shares; 2024Q4: 17,148 shares; 2025Q1: 17,763 shares; 2025Q2: 21,619 shares 21,619 $1.73M 0.33% +3,856 Timeline SONY SONY GROUP CORP More: the full row for SONY GROUP CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 56,380 shares; 2025Q1: 63,542 shares; 2025Q2: 65,700 shares 65,700 $1.71M 0.33% +2,158 Timeline CW CURTISS WRIGHT CORP More: the full row for CURTISS WRIGHT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 783 shares; 2025Q2: 3,434 shares 3,434 $1.68M 0.32% +2,651 Timeline NVO NOVO-NORDISK A S More: the full row for NOVO-NORDISK A S Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 20,228 shares; 2024Q3: 23,103 shares; 2024Q4: 27,719 shares; 2025Q1: 27,266 shares; 2025Q2: 24,099 shares 24,099 $1.66M 0.32% -3,167 Timeline SECT NORTHERN LTS FD TR IV More: the full row for NORTHERN LTS FD TR IV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 248,733 shares; 2024Q3: 227,853 shares; 2024Q4: 222,948 shares; 2025Q1: 221,287 shares; 2025Q2: 28,471 shares 28,471 $1.65M 0.32% -192,816 Timeline RY ROYAL BK CDA More: the full row for ROYAL BK CDA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,793 shares; 2024Q3: 11,051 shares; 2024Q4: 11,411 shares; 2025Q1: 11,677 shares; 2025Q2: 12,135 shares 12,135 $1.6M 0.31% +458 Timeline PEP PEPSICO INC More: the full row for PEPSICO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,224 shares; 2024Q3: 9,055 shares; 2024Q4: 10,582 shares; 2025Q1: 11,373 shares; 2025Q2: 11,972 shares 11,972 $1.58M 0.3% +599 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,025 shares; 2024Q4: 3,700 shares; 2025Q1: 2,171 shares; 2025Q2: 2,527 shares 2,527 $1.56M 0.3% +356 Timeline COO COOPER COS INC More: the full row for COOPER COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 11,672 shares; 2024Q3: 12,880 shares; 2024Q4: 15,847 shares; 2025Q1: 19,660 shares; 2025Q2: 21,872 shares 21,872 $1.56M 0.3% +2,212 Timeline BRO BROWN & BROWN INC More: the full row for BROWN & BROWN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,743 shares; 2024Q3: 9,850 shares; 2024Q4: 12,090 shares; 2025Q1: 14,271 shares; 2025Q2: 13,870 shares 13,870 $1.54M 0.3% -401 Timeline OLLI OLLIES BARGAIN OUTLET HLDGS More: the full row for OLLIES BARGAIN OUTLET HLDGS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,314 shares; 2024Q3: 6,350 shares; 2024Q4: 7,678 shares; 2025Q1: 10,059 shares; 2025Q2: 11,657 shares 11,657 $1.54M 0.3% +1,598 Timeline DUK DUKE ENERGY CORP NEW More: the full row for DUKE ENERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,699 shares; 2024Q3: 8,888 shares; 2024Q4: 10,658 shares; 2025Q1: 12,141 shares; 2025Q2: 12,643 shares 12,643 $1.49M 0.29% +502 Timeline BIZD VANECK ETF TRUST More: the full row for VANECK ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 58,900 shares; 2024Q3: 68,376 shares; 2024Q4: 83,600 shares; 2025Q1: 86,136 shares; 2025Q2: 91,301 shares 91,301 $1.49M 0.29% +5,165 Timeline QCOM QUALCOMM INC More: the full row for QUALCOMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,050 shares; 2024Q3: 4,121 shares; 2024Q4: 4,971 shares; 2025Q1: 7,379 shares; 2025Q2: 9,164 shares 9,164 $1.46M 0.28% +1,785 Timeline STRL STERLING INFRASTRUCTURE INC More: the full row for STERLING INFRASTRUCTURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,602 shares; 2024Q3: 4,863 shares; 2024Q4: 3,967 shares; 2025Q1: 5,357 shares; 2025Q2: 6,261 shares 6,261 $1.44M 0.28% +904 Timeline MUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,968 shares; 2024Q4: 6,918 shares; 2025Q1: 6,848 shares; 2025Q2: 13,795 shares 13,795 $1.44M 0.28% +6,947 Timeline CPRT COPART INC More: the full row for COPART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,658 shares; 2024Q3: 20,040 shares; 2024Q4: 24,473 shares; 2025Q1: 28,038 shares; 2025Q2: 29,355 shares 29,355 $1.44M 0.28% +1,317 Timeline BAC BANK OF AMER CORP More: the full row for BANK OF AMER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,714 shares; 2024Q3: 16,979 shares; 2024Q4: 21,044 shares; 2025Q1: 23,946 shares; 2025Q2: 30,005 shares 30,005 $1.42M 0.27% +6,059 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,830 shares; 2024Q3: 3,255 shares; 2024Q4: 4,034 shares; 2025Q1: 4,642 shares; 2025Q2: 4,783 shares 4,783 $1.4M 0.27% +141 Timeline CVX CHEVRON CORPORATION More: the full row for CHEVRON CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,772 shares; 2024Q3: 5,391 shares; 2024Q4: 6,562 shares; 2025Q1: 8,292 shares; 2025Q2: 9,729 shares 9,729 $1.39M 0.27% +1,437 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,392 shares; 2024Q3: 3,380 shares; 2024Q4: 3,763 shares; 2025Q1: 5,337 shares; 2025Q2: 7,584 shares 7,584 $1.39M 0.27% +2,247 Timeline IDXX IDEXX LABS INC More: the full row for IDEXX LABS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,579 shares 2,579 $1.38M 0.27% new Timeline ENB ENBRIDGE INC More: the full row for ENBRIDGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,067 shares; 2024Q3: 21,138 shares; 2024Q4: 24,843 shares; 2025Q1: 28,318 shares; 2025Q2: 29,058 shares 29,058 $1.32M 0.25% +740 Timeline RELX RELX PLC More: the full row for RELX PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,895 shares 23,895 $1.3M 0.25% new Timeline CVS CVS HEALTH CORP More: the full row for CVS HEALTH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,058 shares; 2024Q3: 18,285 shares; 2024Q4: 13,633 shares; 2025Q1: 16,622 shares; 2025Q2: 18,754 shares 18,754 $1.29M 0.25% +2,132 Timeline MORN MORNINGSTAR INC More: the full row for MORNINGSTAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,249 shares; 2024Q3: 2,500 shares; 2024Q4: 3,062 shares; 2025Q1: 3,728 shares; 2025Q2: 4,024 shares 4,024 $1.26M 0.24% +296 Timeline TDY TELEDYNE TECHNOLOGIES INC More: the full row for TELEDYNE TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,392 shares; 2024Q3: 1,616 shares; 2024Q4: 1,722 shares; 2025Q1: 2,130 shares; 2025Q2: 2,456 shares 2,456 $1.26M 0.24% +326 Timeline CMCSA COMCAST CORP NEW More: the full row for COMCAST CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 21,644 shares; 2024Q3: 24,616 shares; 2024Q4: 29,224 shares; 2025Q1: 34,606 shares; 2025Q2: 35,098 shares 35,098 $1.25M 0.24% +492 Timeline GWRE GUIDEWIRE SOFTWARE INC More: the full row for GUIDEWIRE SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,255 shares 5,255 $1.24M 0.24% new Timeline HLI HOULIHAN LOKEY INC More: the full row for HOULIHAN LOKEY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,461 shares; 2024Q3: 3,884 shares; 2024Q4: 4,614 shares; 2025Q1: 5,853 shares; 2025Q2: 6,855 shares 6,855 $1.23M 0.24% +1,002 Timeline PAYC PAYCOM SOFTWARE INC More: the full row for PAYCOM SOFTWARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,857 shares; 2024Q3: 3,380 shares; 2024Q4: 3,931 shares; 2025Q1: 4,674 shares; 2025Q2: 5,298 shares 5,298 $1.23M 0.24% +624 Timeline ELF E L F BEAUTY INC More: the full row for E L F BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,652 shares; 2024Q3: 3,021 shares; 2024Q4: 3,999 shares; 2025Q1: 8,403 shares; 2025Q2: 9,819 shares 9,819 $1.22M 0.24% +1,416 Timeline AME AMETEK INC More: the full row for AMETEK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,938 shares; 2024Q3: 4,434 shares; 2024Q4: 5,284 shares; 2025Q1: 6,660 shares; 2025Q2: 6,651 shares 6,651 $1.2M 0.23% -9 Timeline BMI BADGER METER INC More: the full row for BADGER METER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,975 shares; 2024Q3: 2,237 shares; 2024Q4: 3,101 shares; 2025Q1: 4,175 shares; 2025Q2: 4,875 shares 4,875 $1.19M 0.23% +700 Timeline CVLT COMMVAULT SYS INC More: the full row for COMMVAULT SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,639 shares; 2024Q3: 3,589 shares; 2024Q4: 4,316 shares; 2025Q1: 5,792 shares; 2025Q2: 6,813 shares 6,813 $1.19M 0.23% +1,021 Timeline COP CONOCOPHILLIPS More: the full row for CONOCOPHILLIPS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,359 shares; 2024Q4: 9,957 shares; 2025Q1: 11,818 shares; 2025Q2: 13,171 shares 13,171 $1.18M 0.23% +1,353 Timeline C CITIGROUP INC More: the full row for CITIGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,291 shares; 2024Q3: 8,798 shares; 2024Q4: 10,667 shares; 2025Q1: 11,202 shares; 2025Q2: 13,856 shares 13,856 $1.18M 0.23% +2,654 Timeline CASY CASEYS GEN STORES INC More: the full row for CASEYS GEN STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,282 shares; 2024Q3: 1,462 shares; 2024Q4: 1,835 shares; 2025Q1: 2,180 shares; 2025Q2: 2,308 shares 2,308 $1.18M 0.23% +128 Timeline AAON AAON INC More: the full row for AAON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,321 shares; 2024Q3: 10,226 shares; 2024Q4: 12,285 shares; 2025Q1: 14,923 shares; 2025Q2: 15,944 shares 15,944 $1.18M 0.23% +1,021 Timeline ABBV ABBVIE INC More: the full row for ABBVIE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,206 shares; 2024Q3: 2,666 shares; 2024Q4: 3,241 shares; 2025Q1: 4,109 shares; 2025Q2: 6,320 shares 6,320 $1.17M 0.23% +2,211 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,499 shares; 2024Q3: 10,423 shares; 2024Q4: 14,688 shares; 2025Q1: 22,259 shares; 2025Q2: 27,042 shares 27,042 $1.17M 0.23% +4,783 Timeline BDX BECTON DICKINSON & CO More: the full row for BECTON DICKINSON & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,472 shares; 2024Q3: 4,062 shares; 2024Q4: 4,865 shares; 2025Q1: 5,471 shares; 2025Q2: 6,639 shares 6,639 $1.14M 0.22% +1,168 Timeline GLW CORNING INC More: the full row for CORNING INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,040 shares; 2024Q3: 11,063 shares; 2024Q4: 13,477 shares; 2025Q1: 15,918 shares; 2025Q2: 21,726 shares 21,726 $1.14M 0.22% +5,808 Timeline NCNO NCINO INC More: the full row for NCINO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 23,290 shares; 2024Q3: 26,658 shares; 2024Q4: 30,766 shares; 2025Q1: 36,435 shares; 2025Q2: 40,050 shares 40,050 $1.12M 0.22% +3,615 Timeline JNJ JOHNSON & JOHNSON More: the full row for JOHNSON & JOHNSON Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,240 shares; 2024Q3: 2,954 shares; 2024Q4: 3,355 shares; 2025Q1: 6,317 shares; 2025Q2: 7,254 shares 7,254 $1.11M 0.21% +937 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,949 shares; 2024Q3: 2,040 shares; 2024Q4: 3,229 shares; 2025Q1: 3,531 shares; 2025Q2: 3,788 shares 3,788 $1.11M 0.21% +257 Timeline CSGP COSTAR GROUP INC More: the full row for COSTAR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,945 shares; 2025Q1: 10,726 shares; 2025Q2: 13,758 shares 13,758 $1.11M 0.21% +3,032 Timeline GLD SPDR GOLD TR More: the full row for SPDR GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,430 shares; 2025Q1: 1,543 shares; 2025Q2: 3,612 shares 3,612 $1.1M 0.21% +2,069 Timeline AMT AMERICAN TOWER CORP More: the full row for AMERICAN TOWER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,507 shares; 2024Q3: 2,753 shares; 2024Q4: 3,361 shares; 2025Q1: 4,089 shares; 2025Q2: 4,920 shares 4,920 $1.09M 0.21% +831 Timeline LOW LOWES COS INC More: the full row for LOWES COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,050 shares; 2024Q3: 2,344 shares; 2024Q4: 2,877 shares; 2025Q1: 3,884 shares; 2025Q2: 4,777 shares 4,777 $1.06M 0.2% +893 Timeline WAB WABTEC More: the full row for WABTEC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,512 shares; 2024Q3: 2,811 shares; 2024Q4: 3,326 shares; 2025Q1: 4,238 shares; 2025Q2: 5,033 shares 5,033 $1.05M 0.2% +795 Timeline ASML ASML HLDG NV More: the full row for ASML HLDG NV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,237 shares; 2024Q3: 1,495 shares; 2024Q4: 1,982 shares; 2025Q1: 1,165 shares; 2025Q2: 1,305 shares 1,305 $1.05M 0.2% +140 Timeline WMB WILLIAMS COS INC More: the full row for WILLIAMS COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,401 shares; 2024Q3: 13,966 shares; 2024Q4: 13,377 shares; 2025Q1: 15,266 shares; 2025Q2: 16,592 shares 16,592 $1.04M 0.2% +1,326 Timeline CAT CATERPILLAR INC More: the full row for CATERPILLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,290 shares; 2024Q4: 2,029 shares; 2025Q1: 2,077 shares; 2025Q2: 2,662 shares 2,662 $1.03M 0.2% +585 Timeline THC TENET HEALTHCARE CORP More: the full row for TENET HEALTHCARE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,343 shares; 2025Q2: 5,839 shares 5,839 $1.03M 0.2% +3,496 Timeline AZN ASTRAZENECA PLC-SPONS ADR More: the full row for ASTRAZENECA PLC-SPONS ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 10,378 shares; 2024Q4: 12,993 shares; 2025Q1: 13,903 shares; 2025Q2: 14,591 shares 14,591 $1.02M 0.2% +688 Timeline POOL POOL CORP More: the full row for POOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,369 shares; 2024Q3: 1,898 shares; 2024Q4: 2,302 shares; 2025Q1: 2,880 shares; 2025Q2: 3,487 shares 3,487 $1.02M 0.2% +607 Timeline AVAV AEROVIRONMENT INC More: the full row for AEROVIRONMENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,398 shares; 2024Q3: 2,177 shares; 2024Q4: 2,520 shares; 2025Q1: 3,176 shares; 2025Q2: 3,564 shares 3,564 $1.02M 0.2% +388 Timeline VRSK VERISK ANALYTICS INC More: the full row for VERISK ANALYTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,637 shares; 2024Q3: 1,927 shares; 2024Q4: 2,269 shares; 2025Q1: 2,801 shares; 2025Q2: 3,247 shares 3,247 $1.01M 0.19% +446 Timeline VEA VANGUARD TAX-MANAGED FDS More: the full row for VANGUARD TAX-MANAGED FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,915 shares; 2024Q3: 5,855 shares; 2024Q4: 6,469 shares; 2025Q1: 6,772 shares; 2025Q2: 17,696 shares 17,696 $1.01M 0.19% +10,924 Timeline XOM EXXON MOBIL CORP More: the full row for EXXON MOBIL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,522 shares; 2024Q3: 6,672 shares; 2024Q4: 7,191 shares; 2025Q1: 7,818 shares; 2025Q2: 9,304 shares 9,304 $1M 0.19% +1,486 Timeline PJT PJT PARTNERS INC More: the full row for PJT PARTNERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,316 shares; 2024Q3: 2,700 shares; 2024Q4: 3,569 shares; 2025Q1: 5,194 shares; 2025Q2: 6,065 shares 6,065 $1M 0.19% +871 Timeline FDS FACTSET RESH SYS INC More: the full row for FACTSET RESH SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 759 shares; 2024Q3: 1,186 shares; 2024Q4: 1,486 shares; 2025Q1: 1,853 shares; 2025Q2: 2,228 shares 2,228 $997K 0.19% +375 Timeline MS MORGAN STANLEY More: the full row for MORGAN STANLEY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,916 shares; 2024Q3: 3,768 shares; 2024Q4: 4,781 shares; 2025Q1: 5,617 shares; 2025Q2: 7,009 shares 7,009 $987K 0.19% +1,392 Timeline HDB HDFC BANK LTD More: the full row for HDFC BANK LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,517 shares; 2024Q3: 7,932 shares; 2024Q4: 9,074 shares; 2025Q1: 10,557 shares; 2025Q2: 12,861 shares 12,861 $986K 0.19% +2,304 Timeline AIG AMERICAN INTL GROUP INC More: the full row for AMERICAN INTL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,375 shares; 2024Q3: 5,911 shares; 2024Q4: 7,226 shares; 2025Q1: 9,447 shares; 2025Q2: 11,433 shares 11,433 $979K 0.19% +1,986 Timeline FTI TECHNIPFMC PLC More: the full row for TECHNIPFMC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,148 shares; 2024Q3: 14,696 shares; 2024Q4: 17,945 shares; 2025Q1: 22,834 shares; 2025Q2: 28,012 shares 28,012 $965K 0.19% +5,178 Timeline MPWR MONOLITHIC PWR SYS INC More: the full row for MONOLITHIC PWR SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 548 shares; 2024Q3: 622 shares; 2024Q4: 832 shares; 2025Q1: 1,082 shares; 2025Q2: 1,315 shares 1,315 $962K 0.19% +233 Timeline WMT WALMART INC More: the full row for WALMART INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,927 shares; 2024Q3: 9,881 shares; 2024Q4: 11,385 shares; 2025Q1: 10,258 shares; 2025Q2: 9,781 shares 9,781 $956K 0.18% -477 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 913 shares; 2024Q3: 938 shares; 2024Q4: 989 shares; 2025Q1: 1,021 shares; 2025Q2: 1,733 shares 1,733 $956K 0.18% +712 Timeline AVGO BROADCOM INC More: the full row for BROADCOM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,600 shares; 2025Q1: 2,407 shares; 2025Q2: 3,438 shares 3,438 $948K 0.18% +1,031 Timeline MELI MERCADOLIBRE INC More: the full row for MERCADOLIBRE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 156 shares; 2024Q3: 191 shares; 2024Q4: 242 shares; 2025Q1: 298 shares; 2025Q2: 361 shares 361 $944K 0.18% +63 Timeline SFM SPROUTS FMRS MKT INC More: the full row for SPROUTS FMRS MKT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,662 shares; 2024Q3: 4,549 shares; 2024Q4: 5,021 shares; 2025Q1: not reported; 2025Q2: 5,650 shares 5,650 $930K 0.18% new Timeline PBH PRESTIGE CONSMR HEALTHCARE I More: the full row for PRESTIGE CONSMR HEALTHCARE I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,390 shares; 2024Q3: 6,105 shares; 2024Q4: 7,375 shares; 2025Q1: 9,994 shares; 2025Q2: 11,614 shares 11,614 $927K 0.18% +1,620 Timeline EPAM EPAM SYS INC More: the full row for EPAM SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,459 shares; 2024Q4: 3,024 shares; 2025Q1: 3,578 shares; 2025Q2: 5,234 shares 5,234 $925K 0.18% +1,656 Timeline IWY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,753 shares 3,753 $925K 0.18% new Timeline WST WEST PHARMACEUTICAL SVSC INC More: the full row for WEST PHARMACEUTICAL SVSC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,379 shares; 2024Q3: 3,890 shares; 2024Q4: 4,660 shares; 2025Q1: 6,393 shares; 2025Q2: 4,219 shares 4,219 $923K 0.18% -2,174 Timeline EFX EQUIFAX INC More: the full row for EQUIFAX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,773 shares; 2024Q3: 2,008 shares; 2024Q4: 2,367 shares; 2025Q1: 3,023 shares; 2025Q2: 3,532 shares 3,532 $916K 0.18% +509 Timeline CALX CALIX INC More: the full row for CALIX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,301 shares; 2024Q3: 11,311 shares; 2024Q4: 11,667 shares; 2025Q1: 14,982 shares; 2025Q2: 16,976 shares 16,976 $903K 0.17% +1,994 Timeline RMBS RAMBUS INC DEL More: the full row for RAMBUS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 6,850 shares; 2025Q1: 11,561 shares; 2025Q2: 13,925 shares 13,925 $891K 0.17% +2,364 Timeline KO COCA COLA CO More: the full row for COCA COLA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,919 shares; 2024Q3: 8,620 shares; 2024Q4: 9,928 shares; 2025Q1: 10,594 shares; 2025Q2: 12,271 shares 12,271 $868K 0.17% +1,677 Timeline PCG PG&E CORP More: the full row for PG&E CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 32,349 shares; 2024Q3: 28,624 shares; 2024Q4: 34,858 shares; 2025Q1: 48,224 shares; 2025Q2: 62,271 shares 62,271 $868K 0.17% +14,047 Timeline ITGR INTEGER HLDGS CORP More: the full row for INTEGER HLDGS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,410 shares; 2024Q3: 3,912 shares; 2024Q4: 4,614 shares; 2025Q1: 6,054 shares; 2025Q2: 6,894 shares 6,894 $848K 0.16% +840 Timeline JPST J P MORGAN EXCHANGE TRADED F More: the full row for J P MORGAN EXCHANGE TRADED F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 74,003 shares; 2024Q3: 91,861 shares; 2024Q4: 98,135 shares; 2025Q1: 106,196 shares; 2025Q2: 16,690 shares 16,690 $846K 0.16% -89,506 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,293 shares; 2024Q3: 1,522 shares; 2024Q4: 1,940 shares; 2025Q1: 2,082 shares; 2025Q2: 2,301 shares 2,301 $844K 0.16% +219 Timeline SFBS SERVISFIRST BANCSHARES INC More: the full row for SERVISFIRST BANCSHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,930 shares; 2024Q3: 7,543 shares; 2024Q4: 8,853 shares; 2025Q1: 10,206 shares; 2025Q2: 10,734 shares 10,734 $832K 0.16% +528 Timeline LGND LIGAND PHARMACEUTICALS INC More: the full row for LIGAND PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,663 shares; 2024Q3: 4,376 shares; 2024Q4: 5,095 shares; 2025Q1: 6,331 shares; 2025Q2: 7,313 shares 7,313 $831K 0.16% +982 Timeline UFPT UFP TECHNOLOGIES INC More: the full row for UFP TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,563 shares; 2024Q3: 1,758 shares; 2024Q4: 2,069 shares; 2025Q1: 2,907 shares; 2025Q2: 3,385 shares 3,385 $826K 0.16% +478 Timeline IDCC INTERDIGITAL INC More: the full row for INTERDIGITAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,399 shares; 2025Q1: 3,146 shares; 2025Q2: 3,676 shares 3,676 $824K 0.16% +530 Timeline AES AES CORP More: the full row for AES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 24,976 shares; 2024Q3: 28,325 shares; 2024Q4: 49,819 shares; 2025Q1: 60,000 shares; 2025Q2: 78,091 shares 78,091 $822K 0.16% +18,091 Timeline PNR PENTAIR PLC More: the full row for PENTAIR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,062 shares; 2024Q3: 4,589 shares; 2024Q4: 5,413 shares; 2025Q1: 6,859 shares; 2025Q2: 7,984 shares 7,984 $820K 0.16% +1,125 Timeline MPC MARATHON PETE CORP More: the full row for MARATHON PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,975 shares; 2024Q3: 2,971 shares; 2024Q4: 3,590 shares; 2025Q1: 4,268 shares; 2025Q2: 4,923 shares 4,923 $818K 0.16% +655 Timeline P EVERPURE INC More: the full row for EVERPURE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,088 shares; 2024Q3: 8,303 shares; 2024Q4: 11,834 shares; 2025Q1: 13,723 shares; 2025Q2: 14,193 shares 14,193 $817K 0.16% +470 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,655 shares; 2024Q3: 1,775 shares; 2024Q4: 1,592 shares; 2025Q1: 1,823 shares; 2025Q2: 2,009 shares 2,009 $812K 0.16% +186 Timeline LMAT LEMAITRE VASCULAR INC More: the full row for LEMAITRE VASCULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,728 shares; 2024Q3: 6,759 shares; 2024Q4: 8,119 shares; 2025Q1: 8,134 shares; 2025Q2: 9,724 shares 9,724 $808K 0.16% +1,590 Timeline LPLA LPL FINL HLDGS INC More: the full row for LPL FINL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,244 shares; 2024Q3: 1,425 shares; 2024Q4: 1,688 shares; 2025Q1: 2,140 shares; 2025Q2: 2,152 shares 2,152 $807K 0.16% +12 Timeline PG PROCTER & GAMBLE CO More: the full row for PROCTER & GAMBLE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,559 shares; 2024Q3: 2,740 shares; 2024Q4: 3,055 shares; 2025Q1: 3,763 shares; 2025Q2: 5,053 shares 5,053 $805K 0.16% +1,290 Timeline NVMI NOVA LTD More: the full row for NOVA LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,395 shares; 2024Q3: 1,642 shares; 2024Q4: 1,946 shares; 2025Q1: 2,539 shares; 2025Q2: 2,920 shares 2,920 $804K 0.15% +381 Timeline GSHD GOOSEHEAD INS INC More: the full row for GOOSEHEAD INS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,499 shares 7,499 $791K 0.15% new Timeline BMY BRISTOL-MYERS SQUIBB CO More: the full row for BRISTOL-MYERS SQUIBB CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,211 shares; 2024Q3: 9,399 shares; 2024Q4: 11,467 shares; 2025Q1: 13,952 shares; 2025Q2: 17,030 shares 17,030 $788K 0.15% +3,078 Timeline CI THE CIGNA GROUP More: the full row for THE CIGNA GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,380 shares; 2024Q3: 1,500 shares; 2024Q4: 1,802 shares; 2025Q1: 2,155 shares; 2025Q2: 2,384 shares 2,384 $788K 0.15% +229 Timeline BR BROADRIDGE FINL SOLUTIONS IN More: the full row for BROADRIDGE FINL SOLUTIONS IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,433 shares; 2024Q3: 1,631 shares; 2024Q4: 2,021 shares; 2025Q1: 2,682 shares; 2025Q2: 3,230 shares 3,230 $785K 0.15% +548 Timeline CSX CSX CORP More: the full row for CSX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,705 shares; 2024Q3: 16,975 shares; 2024Q4: 20,843 shares; 2025Q1: 23,897 shares; 2025Q2: 23,725 shares 23,725 $774K 0.15% -172 Timeline BSY BENTLEY SYS INC More: the full row for BENTLEY SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,207 shares; 2024Q3: 11,794 shares; 2024Q4: 13,773 shares; 2025Q1: 16,964 shares; 2025Q2: 13,966 shares 13,966 $754K 0.15% -2,998 Timeline SXT SENSIENT TECHNOLOGIES CORP More: the full row for SENSIENT TECHNOLOGIES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 6,571 shares; 2025Q2: 7,616 shares 7,616 $750K 0.14% +1,045 Timeline MET METLIFE INC More: the full row for METLIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,931 shares; 2024Q3: 5,314 shares; 2024Q4: 6,469 shares; 2025Q1: 7,612 shares; 2025Q2: 9,328 shares 9,328 $750K 0.14% +1,716 Timeline CNC CENTENE CORP DEL More: the full row for CENTENE CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,510 shares; 2024Q3: 4,859 shares; 2024Q4: 9,280 shares; 2025Q1: 11,155 shares; 2025Q2: 13,657 shares 13,657 $741K 0.14% +2,502 Timeline BOX BOX INC More: the full row for BOX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 9,176 shares; 2024Q4: 14,032 shares; 2025Q1: 18,787 shares; 2025Q2: 21,457 shares 21,457 $733K 0.14% +2,670 Timeline T AT&T INC More: the full row for AT&T INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 16,781 shares; 2024Q3: 17,884 shares; 2024Q4: 20,942 shares; 2025Q1: 20,140 shares; 2025Q2: 25,179 shares 25,179 $729K 0.14% +5,039 Timeline ADSK AUTODESK INC More: the full row for AUTODESK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 903 shares; 2024Q4: 1,331 shares; 2025Q1: 1,788 shares; 2025Q2: 2,352 shares 2,352 $728K 0.14% +564 Timeline SHEL SHELL PLC More: the full row for SHELL PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,346 shares; 2024Q3: 4,358 shares; 2024Q4: 6,151 shares; 2025Q1: 8,045 shares; 2025Q2: 10,296 shares 10,296 $725K 0.14% +2,251 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,967 shares; 2024Q3: 1,049 shares; 2024Q4: 1,482 shares; 2025Q1: 2,127 shares; 2025Q2: 2,646 shares 2,646 $722K 0.14% +519 Timeline CXT CRANE NXT CO More: the full row for CRANE NXT CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,048 shares; 2024Q3: 4,748 shares; 2024Q4: 5,617 shares; 2025Q1: 7,326 shares; 2025Q2: 13,295 shares 13,295 $717K 0.14% +5,969 Timeline BOOT BOOT BARN HLDGS INC More: the full row for BOOT BARN HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,201 shares; 2024Q3: 3,297 shares; 2024Q4: 3,293 shares; 2025Q1: 4,200 shares; 2025Q2: 4,699 shares 4,699 $714K 0.14% +499 Timeline WMS ADVANCED DRAIN SYS INC DEL More: the full row for ADVANCED DRAIN SYS INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,203 shares 6,203 $712K 0.14% new Timeline NPO ENPRO INC More: the full row for ENPRO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,888 shares; 2024Q3: 2,154 shares; 2024Q4: 2,540 shares; 2025Q1: 3,282 shares; 2025Q2: 3,694 shares 3,694 $708K 0.14% +412 Timeline IEF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,377 shares; 2024Q3: 4,889 shares; 2024Q4: 5,357 shares; 2025Q1: 5,337 shares; 2025Q2: 7,299 shares 7,299 $699K 0.13% +1,962 Timeline UTI UNIVERSAL TECHNICAL INST INC More: the full row for UNIVERSAL TECHNICAL INST INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,581 shares 20,581 $697K 0.13% new Timeline FTSM FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,114 shares; 2025Q2: 11,357 shares 11,357 $680K 0.13% +7,243 Timeline MMSI MERIT MED SYS INC More: the full row for MERIT MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,486 shares; 2024Q3: 4,101 shares; 2024Q4: 4,893 shares; 2025Q1: 6,372 shares; 2025Q2: 7,210 shares 7,210 $674K 0.13% +838 Timeline ODFL OLD DOMINION FREIGHT LINE IN More: the full row for OLD DOMINION FREIGHT LINE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,219 shares; 2024Q3: 1,376 shares; 2024Q4: 1,640 shares; 2025Q1: 2,067 shares; 2025Q2: 4,123 shares 4,123 $669K 0.13% +2,056 Timeline CSW CSW INDUSTRIALS INC More: the full row for CSW INDUSTRIALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,247 shares; 2024Q3: 1,483 shares; 2024Q4: 1,760 shares; 2025Q1: 2,069 shares; 2025Q2: 2,323 shares 2,323 $666K 0.13% +254 Timeline ALGN ALIGN TECHNOLOGY INC More: the full row for ALIGN TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,418 shares; 2024Q4: 1,684 shares; 2025Q1: 2,205 shares; 2025Q2: 3,507 shares 3,507 $664K 0.13% +1,302 Timeline HLNE HAMILTON LANE INC More: the full row for HAMILTON LANE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,516 shares; 2025Q2: 4,656 shares 4,656 $662K 0.13% +2,140 Timeline MOG-A MOOG INC More: the full row for MOOG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,764 shares; 2024Q3: 2,058 shares; 2024Q4: 2,453 shares; 2025Q1: 3,189 shares; 2025Q2: 3,653 shares 3,653 $661K 0.13% +464 Timeline LII LENNOX INTL INC More: the full row for LENNOX INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 869 shares; 2024Q3: 990 shares; 2024Q4: 1,176 shares; 2025Q1: 1,009 shares; 2025Q2: 1,142 shares 1,142 $655K 0.13% +133 Timeline ABCB AMERIS BANCORP More: the full row for AMERIS BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,585 shares; 2024Q3: 5,344 shares; 2024Q4: 6,381 shares; 2025Q1: 8,781 shares; 2025Q2: 10,071 shares 10,071 $652K 0.13% +1,290 Timeline WTW WILLIS TOWERS WATSON PLC LTD More: the full row for WILLIS TOWERS WATSON PLC LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,021 shares; 2025Q1: 1,736 shares; 2025Q2: 2,119 shares 2,119 $650K 0.13% +383 Timeline BCPC BALCHEM CORP More: the full row for BALCHEM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,913 shares; 2024Q3: 2,243 shares; 2024Q4: 2,683 shares; 2025Q1: 3,543 shares; 2025Q2: 4,065 shares 4,065 $647K 0.12% +522 Timeline VCEL VERICEL CORP More: the full row for VERICEL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,640 shares; 2024Q3: 7,480 shares; 2024Q4: 8,896 shares; 2025Q1: 11,728 shares; 2025Q2: 15,205 shares 15,205 $647K 0.12% +3,477 Timeline DPZ DOMINOS PIZZA INC More: the full row for DOMINOS PIZZA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 712 shares; 2024Q3: 805 shares; 2024Q4: 971 shares; 2025Q1: 1,210 shares; 2025Q2: 1,425 shares 1,425 $642K 0.12% +215 Timeline BILS SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,404 shares; 2024Q3: 8,229 shares; 2024Q4: 8,489 shares; 2025Q1: 8,387 shares; 2025Q2: 6,425 shares 6,425 $639K 0.12% -1,962 Timeline VRTX VERTEX PHARMACEUTICALS INC More: the full row for VERTEX PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 586 shares; 2025Q1: 998 shares; 2025Q2: 1,433 shares 1,433 $638K 0.12% +435 Timeline PRIM PRIMORIS SVCS CORP More: the full row for PRIMORIS SVCS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,342 shares; 2025Q1: 7,084 shares; 2025Q2: 8,127 shares 8,127 $633K 0.12% +1,043 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,948 shares; 2024Q3: 4,893 shares; 2024Q4: 5,309 shares; 2025Q1: 4,461 shares; 2025Q2: 3,428 shares 3,428 $627K 0.12% -1,033 Timeline FSS FEDERAL SIGNAL CORP More: the full row for FEDERAL SIGNAL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,762 shares 5,762 $613K 0.12% new Timeline ACIW ACI WORLDWIDE INC More: the full row for ACI WORLDWIDE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 9,009 shares; 2025Q1: 11,677 shares; 2025Q2: 13,346 shares 13,346 $613K 0.12% +1,669 Timeline MNST MONSTER BEVERAGE CORP NEW More: the full row for MONSTER BEVERAGE CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,999 shares; 2025Q1: 6,899 shares; 2025Q2: 9,691 shares 9,691 $607K 0.12% +2,792 Timeline ROST ROSS STORES INC More: the full row for ROSS STORES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,268 shares; 2024Q3: 3,678 shares; 2024Q4: 4,305 shares; 2025Q1: 5,425 shares; 2025Q2: 4,705 shares 4,705 $600K 0.12% -720 Timeline GILD GILEAD SCIENCES INC More: the full row for GILEAD SCIENCES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,789 shares; 2024Q4: 3,951 shares; 2025Q1: 4,441 shares; 2025Q2: 5,398 shares 5,398 $598K 0.12% +957 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,723 shares; 2025Q1: 3,651 shares; 2025Q2: 4,371 shares 4,371 $596K 0.11% +720 Timeline JBTM JBT MAREL CORPORATION More: the full row for JBT MAREL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,925 shares 4,925 $592K 0.11% new Timeline OLED UNIVERSAL DISPLAY CORP More: the full row for UNIVERSAL DISPLAY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,454 shares; 2025Q1: 3,200 shares; 2025Q2: 3,825 shares 3,825 $591K 0.11% +625 Timeline GLDM WORLD GOLD TR More: the full row for WORLD GOLD TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 12,657 shares; 2024Q3: 11,564 shares; 2024Q4: 6,485 shares; 2025Q1: 6,255 shares; 2025Q2: 8,945 shares 8,945 $586K 0.11% +2,690 Timeline TILE INTERFACE INC More: the full row for INTERFACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 23,761 shares; 2025Q2: 27,816 shares 27,816 $582K 0.11% +4,055 Timeline KNF KNIFE RIVER CORP More: the full row for KNIFE RIVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,530 shares; 2024Q3: 4,081 shares; 2024Q4: 4,859 shares; 2025Q1: 6,210 shares; 2025Q2: 7,009 shares 7,009 $572K 0.11% +799 Timeline B BARRICK MNG CORP More: the full row for BARRICK MNG CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 27,104 shares 27,104 $564K 0.11% new Timeline IWX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,677 shares 6,677 $562K 0.11% new Timeline SPOT SPOTIFY TECHNOLOGY S A More: the full row for SPOTIFY TECHNOLOGY S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 571 shares; 2025Q1: 593 shares; 2025Q2: 721 shares 721 $553K 0.11% +128 Timeline MDLZ MONDELEZ INTL INC More: the full row for MONDELEZ INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 3,129 shares; 2024Q4: 3,916 shares; 2025Q1: 6,572 shares; 2025Q2: 8,160 shares 8,160 $550K 0.11% +1,588 Timeline FIX COMFORT SYS USA INC More: the full row for COMFORT SYS USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,683 shares; 2024Q3: 1,794 shares; 2024Q4: 525 shares; 2025Q1: 819 shares; 2025Q2: 1,024 shares 1,024 $549K 0.11% +205 Timeline CNS COHEN & STEERS INC More: the full row for COHEN & STEERS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,525 shares; 2024Q3: 4,088 shares; 2024Q4: 4,788 shares; 2025Q1: 6,301 shares; 2025Q2: 7,217 shares 7,217 $544K 0.1% +916 Timeline EME EMCOR GROUP INC More: the full row for EMCOR GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,015 shares 1,015 $543K 0.1% new Timeline ICLR ICON PUB LTD CO More: the full row for ICON PUB LTD CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,597 shares; 2024Q3: 4,142 shares; 2024Q4: 2,696 shares; 2025Q1: 2,815 shares; 2025Q2: 3,674 shares 3,674 $534K 0.1% +859 Timeline LUV SOUTHWEST AIRLS CO More: the full row for SOUTHWEST AIRLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,230 shares; 2024Q3: 11,039 shares; 2024Q4: 13,668 shares; 2025Q1: 15,870 shares; 2025Q2: 16,409 shares 16,409 $532K 0.1% +539 Timeline INSP INSPIRE MED SYS INC More: the full row for INSPIRE MED SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,572 shares; 2025Q2: 4,070 shares 4,070 $528K 0.1% +1,498 Timeline NEM NEWMONT CORP More: the full row for NEWMONT CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 7,849 shares; 2024Q4: 7,948 shares; 2025Q1: 8,341 shares; 2025Q2: 8,942 shares 8,942 $521K 0.1% +601 Timeline DFAC DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 19,104 shares; 2024Q3: 17,961 shares; 2024Q4: 17,961 shares; 2025Q1: 15,545 shares; 2025Q2: 14,466 shares 14,466 $518K 0.1% -1,079 Timeline VUG VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 964 shares; 2025Q1: not reported; 2025Q2: 1,182 shares 1,182 $518K 0.1% new Timeline EXPO EXPONENT INC More: the full row for EXPONENT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,499 shares; 2024Q3: 3,918 shares; 2024Q4: 4,640 shares; 2025Q1: 5,860 shares; 2025Q2: 6,834 shares 6,834 $511K 0.1% +974 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,294 shares; 2024Q3: 3,470 shares; 2024Q4: 4,804 shares; 2025Q1: 5,597 shares; 2025Q2: 6,344 shares 6,344 $502K 0.1% +747 Timeline VO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,123 shares; 2024Q4: 1,309 shares; 2025Q1: 1,418 shares; 2025Q2: 1,792 shares 1,792 $501K 0.1% +374 Timeline RSMV LISTED FDS TR More: the full row for LISTED FDS TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 20,075 shares 20,075 $497K 0.1% new Timeline VOO VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 398 shares; 2025Q1: not reported; 2025Q2: 865 shares 865 $491K 0.09% new Timeline SUB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,525 shares; 2025Q1: 2,529 shares; 2025Q2: 4,615 shares 4,615 $491K 0.09% +2,086 Timeline IBM INTERNATIONAL BUSINESS MACHS More: the full row for INTERNATIONAL BUSINESS MACHS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,720 shares; 2024Q3: 2,135 shares; 2024Q4: 2,451 shares; 2025Q1: 1,446 shares; 2025Q2: 1,664 shares 1,664 $491K 0.09% +218 Timeline ADP AUTOMATIC DATA PROCESSING IN More: the full row for AUTOMATIC DATA PROCESSING IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 748 shares; 2024Q4: 1,002 shares; 2025Q1: 1,208 shares; 2025Q2: 1,586 shares 1,586 $489K 0.09% +378 Timeline AMD ADVANCED MICRO DEVICES INC More: the full row for ADVANCED MICRO DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,066 shares; 2025Q1: 3,394 shares; 2025Q2: 3,425 shares 3,425 $486K 0.09% +31 Timeline STIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,275 shares; 2024Q3: 9,408 shares; 2024Q4: 11,584 shares; 2025Q1: 11,492 shares; 2025Q2: 4,698 shares 4,698 $483K 0.09% -6,794 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,033 shares; 2024Q4: 1,291 shares; 2025Q1: 1,661 shares; 2025Q2: 2,324 shares 2,324 $483K 0.09% +663 Timeline SKY CHAMPION HOMES INC More: the full row for CHAMPION HOMES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,870 shares; 2024Q3: 4,429 shares; 2024Q4: 5,141 shares; 2025Q1: 6,745 shares; 2025Q2: 7,702 shares 7,702 $482K 0.09% +957 Timeline NDSN NORDSON CORP More: the full row for NORDSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,514 shares; 2024Q3: 1,685 shares; 2024Q4: 1,977 shares; 2025Q1: 2,526 shares; 2025Q2: 2,248 shares 2,248 $482K 0.09% -278 Timeline NVS NOVARTIS AG More: the full row for NOVARTIS AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,248 shares; 2025Q1: 2,899 shares; 2025Q2: 3,894 shares 3,894 $471K 0.09% +995 Timeline ALLE ALLEGION PLC More: the full row for ALLEGION PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,271 shares; 2024Q3: 2,537 shares; 2024Q4: 3,015 shares; 2025Q1: 3,805 shares; 2025Q2: 3,239 shares 3,239 $467K 0.09% -566 Timeline KNG FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 5,948 shares; 2025Q1: 6,097 shares; 2025Q2: 9,480 shares 9,480 $465K 0.09% +3,383 Timeline UBER UBER TECHNOLOGIES INC More: the full row for UBER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,407 shares; 2025Q1: 4,522 shares; 2025Q2: 4,975 shares 4,975 $464K 0.09% +453 Timeline IJH ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,746 shares; 2024Q4: 5,175 shares; 2025Q1: 4,788 shares; 2025Q2: 7,371 shares 7,371 $457K 0.09% +2,583 Timeline CYBERARK SOFTWARE LTD/ISRAEL CYBERARK SOFTWARE LTD/ISRAEL More: the full row for CYBERARK SOFTWARE LTD/ISRAEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 604 shares; 2025Q1: 925 shares; 2025Q2: 1,093 shares 1,093 $445K 0.09% +168 WRB BERKLEY W R CORP More: the full row for BERKLEY W R CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,011 shares; 2024Q3: 5,101 shares; 2024Q4: 6,070 shares; 2025Q1: 7,594 shares; 2025Q2: 6,045 shares 6,045 $444K 0.09% -1,549 Timeline NU NU HLDGS LTD More: the full row for NU HLDGS LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 16,291 shares; 2025Q1: 26,413 shares; 2025Q2: 32,328 shares 32,328 $444K 0.09% +5,915 Timeline ONON ON HLDG AG More: the full row for ON HLDG AG Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,349 shares 8,349 $435K 0.08% new Timeline MNDY MONDAY COM LTD More: the full row for MONDAY COM LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,381 shares 1,381 $434K 0.08% new Timeline XHLF BONDBLOXX ETF TRUST More: the full row for BONDBLOXX ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 18,236 shares; 2024Q3: 11,771 shares; 2024Q4: 8,290 shares; 2025Q1: 8,813 shares; 2025Q2: 8,614 shares 8,614 $434K 0.08% -199 Timeline YETI YETI HLDGS INC More: the full row for YETI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,800 shares; 2024Q3: 7,858 shares; 2024Q4: 9,333 shares; 2025Q1: 11,935 shares; 2025Q2: 13,746 shares 13,746 $433K 0.08% +1,811 Timeline RSG REPUBLIC SVCS INC More: the full row for REPUBLIC SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,053 shares; 2024Q4: 1,312 shares; 2025Q1: 1,518 shares; 2025Q2: 1,749 shares 1,749 $431K 0.08% +231 Timeline PFE PFIZER INC More: the full row for PFIZER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 8,765 shares; 2024Q3: 10,025 shares; 2024Q4: 11,929 shares; 2025Q1: 14,349 shares; 2025Q2: 17,553 shares 17,553 $425K 0.08% +3,204 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,369 shares; 2025Q2: 4,639 shares 4,639 $423K 0.08% +270 Timeline SHY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 6,583 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,048 shares 5,048 $418K 0.08% new Timeline APD AIR PRODUCTS AND CHEMICALS I More: the full row for AIR PRODUCTS AND CHEMICALS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,479 shares 1,479 $417K 0.08% new Timeline WEC WEC ENERGY GROUP INC More: the full row for WEC ENERGY GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,561 shares; 2025Q1: 3,277 shares; 2025Q2: 3,970 shares 3,970 $414K 0.08% +693 Timeline TSCO TRACTOR SUPPLY CO More: the full row for TRACTOR SUPPLY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 5,452 shares; 2025Q2: 7,804 shares 7,804 $412K 0.08% +2,352 Timeline CEG CONSTELLATION ENERGY CORP More: the full row for CONSTELLATION ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,113 shares; 2024Q4: 1,115 shares; 2025Q1: 1,175 shares; 2025Q2: 1,246 shares 1,246 $402K 0.08% +71 Timeline UNP UNION PAC CORP More: the full row for UNION PAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,398 shares; 2025Q2: 1,684 shares 1,684 $388K 0.07% +286 Timeline CNI CANADIAN NATL RY CO More: the full row for CANADIAN NATL RY CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,707 shares 3,707 $386K 0.07% new Timeline OXY OCCIDENTAL PETE CORP More: the full row for OCCIDENTAL PETE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,510 shares; 2024Q4: 5,081 shares; 2025Q1: 6,303 shares; 2025Q2: 8,965 shares 8,965 $377K 0.07% +2,662 Timeline USB US BANCORP More: the full row for US BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 4,809 shares; 2024Q4: 6,072 shares; 2025Q1: 6,683 shares; 2025Q2: 8,289 shares 8,289 $375K 0.07% +1,606 Timeline BN BROOKFIELD CORP More: the full row for BROOKFIELD CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 5,295 shares; 2024Q4: 5,120 shares; 2025Q1: 5,630 shares; 2025Q2: 6,062 shares 6,062 $375K 0.07% +432 Timeline WM WASTE MGMT INC DEL More: the full row for WASTE MGMT INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,504 shares; 2025Q2: 1,636 shares 1,636 $374K 0.07% +132 Timeline BJ BJS WHSL CLUB HLDGS INC More: the full row for BJS WHSL CLUB HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,593 shares; 2025Q2: 3,469 shares 3,469 $374K 0.07% +876 Timeline CME CME GROUP INC More: the full row for CME GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,025 shares; 2024Q4: 1,096 shares; 2025Q1: 1,265 shares; 2025Q2: 1,343 shares 1,343 $370K 0.07% +78 Timeline UPS UNITED PARCEL SVCS INC More: the full row for UNITED PARCEL SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 1,917 shares; 2024Q4: 2,148 shares; 2025Q1: 2,997 shares; 2025Q2: 3,646 shares 3,646 $368K 0.07% +649 Timeline ISRG INTUITIVE SURGICAL INC More: the full row for INTUITIVE SURGICAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 499 shares; 2025Q2: 660 shares 660 $359K 0.07% +161 Timeline POWI POWER INTEGRATIONS INC More: the full row for POWER INTEGRATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 3,172 shares; 2024Q3: 3,627 shares; 2024Q4: 4,270 shares; 2025Q1: 5,555 shares; 2025Q2: 6,383 shares 6,383 $357K 0.07% +828 Timeline GLOB GLOBANT S A More: the full row for GLOBANT S A Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,395 shares; 2025Q1: 2,477 shares; 2025Q2: 3,908 shares 3,908 $355K 0.07% +1,431 Timeline AEP AMERICAN ELEC PWR CO INC More: the full row for AMERICAN ELEC PWR CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 2,586 shares; 2024Q4: 2,754 shares; 2025Q1: 3,287 shares; 2025Q2: 3,396 shares 3,396 $352K 0.07% +109 Timeline MCK MCKESSON CORP More: the full row for MCKESSON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 369 shares; 2024Q3: not reported; 2024Q4: 397 shares; 2025Q1: 402 shares; 2025Q2: 478 shares 478 $350K 0.07% +76 Timeline VXUS VANGUARD STAR FDS More: the full row for VANGUARD STAR FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,656 shares; 2025Q1: 4,580 shares; 2025Q2: 4,982 shares 4,982 $344K 0.07% +402 Timeline LDOS LEIDOS HOLDINGS INC More: the full row for LEIDOS HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,147 shares 2,147 $339K 0.07% new Timeline IVVB BLACKROCK ETF TRUST II More: the full row for BLACKROCK ETF TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 10,271 shares; 2025Q2: 10,877 shares 10,877 $337K 0.06% +606 Timeline IWB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 1,160 shares; 2024Q3: 1,220 shares; 2024Q4: 1,247 shares; 2025Q1: 1,223 shares; 2025Q2: 990 shares 990 $336K 0.06% -233 Timeline WSO WATSCO INC More: the full row for WATSCO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 524 shares; 2025Q1: 583 shares; 2025Q2: 752 shares 752 $332K 0.06% +169 Timeline AXP AMERICAN EXPRESS CO More: the full row for AMERICAN EXPRESS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 768 shares; 2024Q4: 829 shares; 2025Q1: 874 shares; 2025Q2: 1,013 shares 1,013 $323K 0.06% +139 Timeline RSP INVESCO EXCHANGE TRADED FD T More: the full row for INVESCO EXCHANGE TRADED FD T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,134 shares; 2024Q3: 2,211 shares; 2024Q4: 1,824 shares; 2025Q1: 1,752 shares; 2025Q2: 1,748 shares 1,748 $318K 0.06% -4 Timeline REGN REGENERON PHARMACEUTICALS More: the full row for REGENERON PHARMACEUTICALS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 419 shares; 2025Q2: 604 shares 604 $317K 0.06% +185 Timeline LMT LOCKHEED MARTIN CORP More: the full row for LOCKHEED MARTIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: 396 shares; 2024Q4: 465 shares; 2025Q1: 595 shares; 2025Q2: 671 shares 671 $311K 0.06% +76 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,015 shares; 2025Q2: 1,203 shares 1,203 $310K 0.06% +188 Timeline IWF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 729 shares 729 $310K 0.06% new 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,180 shares 9,180 $309K 0.06% new Timeline SEIC SEI INVTS CO More: the full row for SEI INVTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,419 shares 3,419 $307K 0.06% new Timeline TDC TERADATA CORP DEL More: the full row for TERADATA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 7,090 shares; 2024Q3: 7,724 shares; 2024Q4: 9,417 shares; 2025Q1: 11,219 shares; 2025Q2: 13,658 shares 13,658 $305K 0.06% +2,439 Timeline STE STERIS PLC More: the full row for STERIS PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 939 shares; 2025Q2: 1,264 shares 1,264 $304K 0.06% +325 Timeline SM SM ENERGY COMPANY More: the full row for SM ENERGY COMPANY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,598 shares; 2024Q3: 6,736 shares; 2024Q4: 7,891 shares; 2025Q1: 10,432 shares; 2025Q2: 12,062 shares 12,062 $298K 0.06% +1,630 Timeline FE FIRSTENERGY CORP More: the full row for FIRSTENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 14,347 shares; 2024Q3: 12,302 shares; 2024Q4: 12,660 shares; 2025Q1: 6,019 shares; 2025Q2: 7,374 shares 7,374 $297K 0.06% +1,355 Timeline APH AMPHENOL CORP More: the full row for AMPHENOL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,992 shares 2,992 $295K 0.06% new Timeline MDYG SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,660 shares; 2025Q2: 3,387 shares 3,387 $294K 0.06% +727 Timeline XLI SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,976 shares; 2025Q2: 1,992 shares 1,992 $294K 0.06% +16 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,666 shares; 2025Q2: 1,824 shares 1,824 $293K 0.06% +158 Timeline SNA SNAP ON INC More: the full row for SNAP ON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 594 shares; 2025Q1: 716 shares; 2025Q2: 942 shares 942 $293K 0.06% +226 Timeline PODD INSULET CORP More: the full row for INSULET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 932 shares 932 $293K 0.06% new Timeline INTU INTUIT More: the full row for INTUIT Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 369 shares 369 $291K 0.06% new Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,202 shares; 2024Q3: 2,634 shares; 2024Q4: 2,101 shares; 2025Q1: 2,469 shares; 2025Q2: 918 shares 918 $286K 0.06% -1,551 Timeline ARES ARES MANAGEMENT CORPORATION More: the full row for ARES MANAGEMENT CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,358 shares; 2025Q1: not reported; 2025Q2: 1,620 shares 1,620 $281K 0.05% new Timeline AWK AMERICAN WTR WKS CO INC NEW More: the full row for AMERICAN WTR WKS CO INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,444 shares; 2025Q2: 2,015 shares 2,015 $280K 0.05% +571 Timeline TYL TYLER TECHNOLOGIES INC More: the full row for TYLER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 383 shares; 2025Q1: 425 shares; 2025Q2: 465 shares 465 $276K 0.05% +40 Timeline PTC PTC INC More: the full row for PTC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,599 shares 1,599 $276K 0.05% new Timeline MDYV SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,748 shares; 2025Q2: 3,467 shares 3,467 $276K 0.05% +719 Timeline SCHV SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 9,871 shares 9,871 $273K 0.05% new Timeline IWD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,402 shares 1,402 $272K 0.05% new Timeline VMI VALMONT INDS INC More: the full row for VALMONT INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 833 shares 833 $272K 0.05% new Timeline FIXD FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 8,544 shares; 2025Q1: 6,799 shares; 2025Q2: 6,103 shares 6,103 $268K 0.05% -696 Timeline SCHG SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,955 shares 8,955 $262K 0.05% new Timeline ITW ILLINOIS TOOL WKS INC More: the full row for ILLINOIS TOOL WKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 815 shares; 2025Q1: 962 shares; 2025Q2: 1,055 shares 1,055 $261K 0.05% +93 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,572 shares 3,572 $260K 0.05% new Timeline NVT NVENT ELEC PLC More: the full row for NVENT ELEC PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,537 shares 3,537 $259K 0.05% new Timeline TIP ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 4,105 shares; 2024Q3: 4,096 shares; 2024Q4: 5,052 shares; 2025Q1: 7,258 shares; 2025Q2: 2,354 shares 2,354 $259K 0.05% -4,904 Timeline HQY HEALTHEQUITY INC More: the full row for HEALTHEQUITY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 2,290 shares; 2025Q2: 2,471 shares 2,471 $259K 0.05% +181 Timeline IEV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,090 shares 4,090 $259K 0.05% new Timeline MKC MCCORMICK & CO INC More: the full row for MCCORMICK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,405 shares 3,405 $258K 0.05% new Timeline MTUM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,011 shares; 2025Q2: 1,069 shares 1,069 $257K 0.05% +58 Timeline DE DEERE & CO More: the full row for DEERE & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 501 shares 501 $255K 0.05% new Timeline TRI THOMSON REUTERS CORP More: the full row for THOMSON REUTERS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,251 shares 1,251 $252K 0.05% new Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 15,471 shares; 2024Q3: 16,682 shares; 2024Q4: 16,277 shares; 2025Q1: 24,093 shares; 2025Q2: 23,089 shares 23,089 $251K 0.05% -1,004 Timeline EZU ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,206 shares 4,206 $250K 0.05% new Timeline DBP INVESCO DB MULTI-SECTOR COMM More: the full row for INVESCO DB MULTI-SECTOR COMM Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,269 shares; 2025Q2: 3,311 shares 3,311 $249K 0.05% +42 Timeline FICO FAIR ISAAC CORP More: the full row for FAIR ISAAC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 137 shares; 2024Q3: 170 shares; 2024Q4: 143 shares; 2025Q1: 133 shares; 2025Q2: 136 shares 136 $249K 0.05% +3 Timeline JKHY HENRY JACK & ASSOC INC More: the full row for HENRY JACK & ASSOC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 1,170 shares; 2025Q2: 1,379 shares 1,379 $248K 0.05% +209 Timeline SPSC SPS COMM INC More: the full row for SPS COMM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,813 shares 1,813 $247K 0.05% new Timeline XLF SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 4,707 shares; 2025Q2: 4,679 shares 4,679 $245K 0.05% -28 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,639 shares 1,639 $243K 0.05% new Timeline EXPD EXPEDITORS INTL WASH INC More: the full row for EXPEDITORS INTL WASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,119 shares 2,119 $242K 0.05% new Timeline FAST FASTENAL CO More: the full row for FASTENAL CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,763 shares 5,763 $242K 0.05% new Timeline DWX SPDR INDEX SHS FDS More: the full row for SPDR INDEX SHS FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,742 shares 5,742 $242K 0.05% new Timeline BUFR FIRST TR EXCHNG TRADED FD VI More: the full row for FIRST TR EXCHNG TRADED FD VI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 7,509 shares 7,509 $239K 0.05% new Timeline MMYT MAKEMYTRIP LIMITED MAURITIUS More: the full row for MAKEMYTRIP LIMITED MAURITIUS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,436 shares 2,436 $239K 0.05% 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,335 shares 1,335 $238K 0.05% new Timeline DUOL DUOLINGO INC More: the full row for DUOLINGO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 580 shares 580 $238K 0.05% new Timeline RRC RANGE RES CORP More: the full row for RANGE RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 5,775 shares 5,775 $235K 0.05% new Timeline TOTALENERGIES SE -SPON ADR TOTALENERGIES SE -SPON ADR More: the full row for TOTALENERGIES SE -SPON ADR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,765 shares 3,765 $231K 0.04% new MEDP MEDPACE HLDGS INC More: the full row for MEDPACE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 734 shares 734 $230K 0.04% new Timeline GIS GENERAL MILLS INC More: the full row for GENERAL MILLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 3,338 shares; 2025Q1: 4,145 shares; 2025Q2: 4,425 shares 4,425 $229K 0.04% +280 Timeline EFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,560 shares 2,560 $229K 0.04% new Timeline TSM TAIWAN SEMICONDUCTOR MANUFAC More: the full row for TAIWAN SEMICONDUCTOR MANUFAC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,008 shares 1,008 $228K 0.04% new Timeline LIN LINDE PLC More: the full row for LINDE PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares 473 $222K 0.04% new Timeline HALO HALOZYME THERAPEUTICS INC More: the full row for HALOZYME THERAPEUTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,523 shares; 2025Q2: 4,264 shares 4,264 $222K 0.04% +741 Timeline ACIO ETF SER SOLUTIONS More: the full row for ETF SER SOLUTIONS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 9,254 shares; 2024Q3: 8,430 shares; 2024Q4: 8,436 shares; 2025Q1: 8,430 shares; 2025Q2: 5,357 shares 5,357 $222K 0.04% -3,073 Timeline OKE ONEOK INC NEW More: the full row for ONEOK INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 2,088 shares; 2025Q1: 2,205 shares; 2025Q2: 2,710 shares 2,710 $221K 0.04% +505 Timeline SLV ISHARES SILVER TR More: the full row for ISHARES SILVER TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 14,724 shares; 2025Q2: 6,729 shares 6,729 $221K 0.04% -7,995 Timeline TFLO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 5,051 shares; 2024Q3: 4,725 shares; 2024Q4: 5,725 shares; 2025Q1: 5,816 shares; 2025Q2: 4,351 shares 4,351 $220K 0.04% -1,465 Timeline MINT PIMCO ETF TR More: the full row for PIMCO ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,600 shares; 2024Q3: 2,404 shares; 2024Q4: 3,055 shares; 2025Q1: 2,950 shares; 2025Q2: 2,189 shares 2,189 $220K 0.04% -761 Timeline WWD WOODWARD INC More: the full row for WOODWARD INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 2,108 shares; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 892 shares 892 $219K 0.04% new Timeline CELH CELSIUS HLDGS INC More: the full row for CELSIUS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,677 shares 4,677 $217K 0.04% new Timeline NWG NATWEST GROUP PLC More: the full row for NATWEST GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 14,973 shares 14,973 $212K 0.04% new Timeline BTI BRITISH AMERN TOB PLC More: the full row for BRITISH AMERN TOB PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,453 shares 4,453 $211K 0.04% new Timeline XYZ BLOCK INC More: the full row for BLOCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,092 shares 3,092 $210K 0.04% new Timeline KNSL KINSALE CAP GROUP INC More: the full row for KINSALE CAP GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 428 shares 428 $207K 0.04% new Timeline TT TRANE TECHNOLOGIES PLC More: the full row for TRANE TECHNOLOGIES PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 473 shares 473 $207K 0.04% new Timeline MAA MID-AMER APT CMNTYS INC More: the full row for MID-AMER APT CMNTYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,395 shares 1,395 $206K 0.04% new Timeline DEO DIAGEO PLC More: the full row for DIAGEO PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,046 shares 2,046 $206K 0.04% new Timeline MO ALTRIA GROUP INC More: the full row for ALTRIA GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 3,401 shares; 2025Q2: 3,514 shares 3,514 $206K 0.04% +113 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,104 shares 1,104 $206K 0.04% new Timeline HWKN HAWKINS INC More: the full row for HAWKINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,447 shares 1,447 $206K 0.04% new Timeline PYPL PAYPAL HLDGS INC More: the full row for PAYPAL HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 2,713 shares 2,713 $202K 0.04% new Timeline SPGI S&P GLOBAL INC More: the full row for S&P GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 382 shares 382 $201K 0.04% new Timeline VTV VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,139 shares 1,139 $201K 0.04% new Timeline IEMG ISHARES INC More: the full row for ISHARES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 3,350 shares 3,350 $201K 0.04% new Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 380 shares 380 $201K 0.04% new Timeline LYG LLOYDS BANKING GROUP PLC More: the full row for LLOYDS BANKING GROUP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 22,623 shares; 2024Q3: 46,445 shares; 2024Q4: 60,140 shares; 2025Q1: 68,088 shares; 2025Q2: 43,594 shares 43,594 $185K 0.04% -24,494 Timeline BBVA BANCO BILBAO VIZCAYA ARGENTA More: the full row for BANCO BILBAO VIZCAYA ARGENTA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,972 shares 10,972 $169K 0.03% new Timeline INDI INDIE SEMICONDUCTOR INC More: the full row for INDIE SEMICONDUCTOR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 38,876 shares; 2024Q3: 38,853 shares; 2024Q4: 38,853 shares; 2025Q1: 44,712 shares; 2025Q2: 44,712 shares 44,712 $159K 0.03% 0 Timeline BBAI BIGBEAR AI HLDGS INC More: the full row for BIGBEAR AI HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 22,750 shares 22,750 $154K 0.03% new Timeline MUFG MITSUBISHI UFJ FINANCIAL GRO More: the full row for MITSUBISHI UFJ FINANCIAL GRO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,656 shares 10,656 $146K 0.03% new Timeline CERT CERTARA INC More: the full row for CERTARA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,632 shares 10,632 $124K 0.02% new Timeline HLN HALEON PLC More: the full row for HALEON PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 17,927 shares; 2024Q3: 81,111 shares; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 10,852 shares 10,852 $113K 0.02% new Timeline EDIT EDITAS MEDICINE INC More: the full row for EDITAS MEDICINE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: 10,333 shares; 2024Q3: 10,363 shares; 2024Q4: 10,363 shares; 2025Q1: 10,338 shares; 2025Q2: 10,308 shares 10,308 $22.7K <0.01% -30 Timeline