DFCF 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: 394,203 shares; 2024Q1: 441,011 shares; 2024Q2: 503,857 shares; 2024Q3: 686,132 shares; 2024Q4: 802,799 shares; 2025Q1: 2,372,465 shares; 2025Q2: 2,451,980 shares 2,451,980 $104M 15% +79,515 Timeline DFAU 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: not reported; 2024Q1: 175,855 shares; 2024Q2: 319,904 shares; 2024Q3: 510,631 shares; 2024Q4: 573,066 shares; 2025Q1: 2,234,748 shares; 2025Q2: 2,133,206 shares 2,133,206 $90.4M 13.08% -101,542 Timeline DFAI 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: not reported; 2024Q1: 62,448 shares; 2024Q2: 148,906 shares; 2024Q3: 260,876 shares; 2024Q4: 378,789 shares; 2025Q1: 1,421,511 shares; 2025Q2: 1,474,459 shares 1,474,459 $51M 7.38% +52,948 Timeline VTI VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 181,516 shares; 2024Q1: 178,793 shares; 2024Q2: 175,637 shares; 2024Q3: 173,814 shares; 2024Q4: 170,661 shares; 2025Q1: 159,688 shares; 2025Q2: 151,126 shares 151,126 $45.9M 6.65% -8,562 Timeline DXUV 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 523,768 shares; 2025Q2: 607,471 shares 607,471 $32.9M 4.77% +83,703 Timeline DFIP 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: 76,103 shares; 2024Q1: 77,439 shares; 2024Q2: 87,113 shares; 2024Q3: 185,037 shares; 2024Q4: 248,427 shares; 2025Q1: 719,376 shares; 2025Q2: 765,886 shares 765,886 $32M 4.64% +46,510 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: 147,699 shares; 2024Q1: 149,874 shares; 2024Q2: 149,504 shares; 2024Q3: 148,117 shares; 2024Q4: 149,244 shares; 2025Q1: 149,258 shares; 2025Q2: 147,969 shares 147,969 $30.4M 4.4% -1,289 Timeline DFSD 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: not reported; 2024Q1: 57,577 shares; 2024Q2: 110,512 shares; 2024Q3: 199,549 shares; 2024Q4: 240,739 shares; 2025Q1: 557,941 shares; 2025Q2: 568,872 shares 568,872 $27.3M 3.95% +10,931 Timeline DFEM 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: not reported; 2024Q1: 41,270 shares; 2024Q2: 115,252 shares; 2024Q3: 195,084 shares; 2024Q4: 241,994 shares; 2025Q1: 734,519 shares; 2025Q2: 773,826 shares 773,826 $23M 3.33% +39,307 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: 345,119 shares; 2024Q1: 322,857 shares; 2024Q2: 305,282 shares; 2024Q3: 297,800 shares; 2024Q4: 297,800 shares; 2025Q1: 292,783 shares; 2025Q2: 280,781 shares 280,781 $19.4M 2.81% -12,002 Timeline DXIV 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 287,204 shares; 2025Q2: 293,725 shares 293,725 $17.1M 2.47% +6,521 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: 120,605 shares; 2024Q1: 112,123 shares; 2024Q2: 109,044 shares; 2024Q3: 105,553 shares; 2024Q4: 101,230 shares; 2025Q1: 96,026 shares; 2025Q2: 96,041 shares 96,041 $17M 2.46% +15 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: 571,038 shares; 2024Q1: 501,728 shares; 2024Q2: 475,482 shares; 2024Q3: 464,196 shares; 2024Q4: 457,037 shares; 2025Q1: 443,697 shares; 2025Q2: 418,748 shares 418,748 $15M 2.17% -24,949 Timeline DFAR 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: 38,582 shares; 2024Q1: 95,325 shares; 2024Q2: 133,161 shares; 2024Q3: 175,522 shares; 2024Q4: 206,478 shares; 2025Q1: 475,839 shares; 2025Q2: 448,161 shares 448,161 $10.5M 1.52% -27,678 Timeline DFAX 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: 358,823 shares; 2024Q1: 350,880 shares; 2024Q2: 349,770 shares; 2024Q3: 346,291 shares; 2024Q4: 344,261 shares; 2025Q1: 340,511 shares; 2025Q2: 334,815 shares 334,815 $9.83M 1.42% -5,696 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: 14,632 shares; 2024Q1: 13,515 shares; 2024Q2: 13,900 shares; 2024Q3: 13,519 shares; 2024Q4: 14,091 shares; 2025Q1: 14,229 shares; 2025Q2: 14,995 shares 14,995 $7.46M 1.08% +766 Timeline DFUS 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: 117,328 shares; 2024Q1: 117,282 shares; 2024Q2: 103,517 shares; 2024Q3: 94,825 shares; 2024Q4: 92,186 shares; 2025Q1: 80,639 shares; 2025Q2: 109,680 shares 109,680 $7.35M 1.06% +29,041 Timeline DFUV DIMENSIONAL ETF TRUST More: the full row for DIMENSIONAL ETF TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 125,743 shares; 2024Q1: 125,328 shares; 2024Q2: 124,807 shares; 2024Q3: 121,500 shares; 2024Q4: 121,434 shares; 2025Q1: 117,940 shares; 2025Q2: 117,940 shares 117,940 $4.99M 0.72% 0 Timeline VWO VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 116,518 shares; 2024Q1: 110,920 shares; 2024Q2: 107,233 shares; 2024Q3: 103,762 shares; 2024Q4: 105,047 shares; 2025Q1: 104,064 shares; 2025Q2: 99,389 shares 99,389 $4.92M 0.71% -4,675 Timeline DFGR 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11,095 shares; 2024Q4: 16,310 shares; 2025Q1: 152,116 shares; 2025Q2: 174,938 shares 174,938 $4.69M 0.68% +22,822 Timeline IDEV 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: 60,962 shares; 2024Q1: 60,962 shares; 2024Q2: 61,625 shares; 2024Q3: 65,029 shares; 2024Q4: 65,084 shares; 2025Q1: 64,183 shares; 2025Q2: 61,543 shares 61,543 $4.68M 0.68% -2,640 Timeline IVV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,134 shares; 2024Q1: 5,580 shares; 2024Q2: 5,654 shares; 2024Q3: 6,315 shares; 2024Q4: 6,880 shares; 2025Q1: 6,730 shares; 2025Q2: 6,733 shares 6,733 $4.18M 0.61% +3 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: 2,551 shares; 2024Q1: 1,655 shares; 2024Q2: 17,818 shares; 2024Q3: 19,586 shares; 2024Q4: 21,797 shares; 2025Q1: 21,950 shares; 2025Q2: 23,527 shares 23,527 $3.72M 0.54% +1,577 Timeline VSS VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 32,875 shares; 2024Q1: 28,701 shares; 2024Q2: 26,900 shares; 2024Q3: 26,869 shares; 2024Q4: 26,081 shares; 2025Q1: 26,081 shares; 2025Q2: 25,839 shares 25,839 $3.47M 0.5% -242 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: 18,384 shares; 2024Q1: 17,753 shares; 2024Q2: 17,892 shares; 2024Q3: 17,650 shares; 2024Q4: 17,652 shares; 2025Q1: 23,883 shares; 2025Q2: 22,294 shares 22,294 $3.4M 0.49% -1,589 Timeline VT VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 34,090 shares; 2024Q1: 34,253 shares; 2024Q2: 34,210 shares; 2024Q3: 30,789 shares; 2024Q4: 29,156 shares; 2025Q1: 26,497 shares; 2025Q2: 26,188 shares 26,188 $3.37M 0.49% -309 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: 13,203 shares; 2024Q1: 13,734 shares; 2024Q2: 14,119 shares; 2024Q3: 13,483 shares; 2024Q4: 14,450 shares; 2025Q1: 15,087 shares; 2025Q2: 15,184 shares 15,184 $3.33M 0.48% +97 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: 5,828 shares; 2024Q1: 5,828 shares; 2024Q2: 5,836 shares; 2024Q3: 5,848 shares; 2024Q4: 5,869 shares; 2025Q1: 5,859 shares; 2025Q2: 5,859 shares 5,859 $3.33M 0.48% 0 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: 10,518 shares; 2024Q1: 9,202 shares; 2024Q2: 9,396 shares; 2024Q3: 9,324 shares; 2024Q4: 9,689 shares; 2025Q1: 9,923 shares; 2025Q2: 10,088 shares 10,088 $2.92M 0.42% +165 Timeline OEF 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: 8,551 shares; 2024Q1: 8,551 shares; 2024Q2: 8,551 shares; 2024Q3: 8,551 shares; 2024Q4: 8,551 shares; 2025Q1: 8,551 shares; 2025Q2: 8,551 shares 8,551 $2.6M 0.38% 0 Timeline VNQ VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 30,299 shares; 2024Q1: 29,812 shares; 2024Q2: 29,142 shares; 2024Q3: 28,060 shares; 2024Q4: 28,352 shares; 2025Q1: 28,352 shares; 2025Q2: 25,012 shares 25,012 $2.23M 0.32% -3,340 Timeline LFST LIFESTANCE HEALTH GROUP INC More: the full row for LIFESTANCE HEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 431,735 shares; 2024Q1: 386,737 shares; 2024Q2: 375,941 shares; 2024Q3: 375,967 shares; 2024Q4: 376,085 shares; 2025Q1: 376,133 shares; 2025Q2: 376,101 shares 376,101 $1.94M 0.28% -32 Timeline DFAS 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: 32,416 shares; 2024Q1: 32,416 shares; 2024Q2: 32,416 shares; 2024Q3: 29,511 shares; 2024Q4: 29,511 shares; 2025Q1: 29,511 shares; 2025Q2: 29,511 shares 29,511 $1.88M 0.27% 0 Timeline BRK-B BERKSHIRE HATHAWAY INC DEL More: the full row for BERKSHIRE HATHAWAY INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,792 shares; 2024Q1: 4,012 shares; 2024Q2: 4,076 shares; 2024Q3: 3,493 shares; 2024Q4: 3,740 shares; 2025Q1: 3,686 shares; 2025Q2: 3,762 shares 3,762 $1.83M 0.26% +76 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: 1,793 shares; 2024Q1: 1,607 shares; 2024Q2: 1,739 shares; 2024Q3: 1,777 shares; 2024Q4: 1,973 shares; 2025Q1: 2,209 shares; 2025Q2: 2,223 shares 2,223 $1.64M 0.24% +14 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: 15,858 shares; 2024Q1: 15,858 shares; 2024Q2: 15,858 shares; 2024Q3: 16,051 shares; 2024Q4: 16,051 shares; 2025Q1: 15,858 shares; 2025Q2: 17,180 shares 17,180 $1.53M 0.22% +1,322 Timeline ITOT 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: 22,009 shares; 2024Q1: 11,403 shares; 2024Q2: 11,403 shares; 2024Q3: 11,403 shares; 2024Q4: 11,403 shares; 2025Q1: 11,359 shares; 2025Q2: 11,359 shares 11,359 $1.53M 0.22% 0 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: 8,551 shares; 2024Q1: 8,000 shares; 2024Q2: 7,905 shares; 2024Q3: 7,908 shares; 2024Q4: 8,339 shares; 2025Q1: 8,438 shares; 2025Q2: 8,554 shares 8,554 $1.52M 0.22% +116 Timeline IVLU 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: 47,879 shares; 2024Q1: 47,627 shares; 2024Q2: 47,197 shares; 2024Q3: 46,022 shares; 2024Q4: 46,044 shares; 2025Q1: 45,988 shares; 2025Q2: 46,045 shares 46,045 $1.51M 0.22% +57 Timeline VGSR MANAGER DIRECTED PORTFOLIOS More: the full row for MANAGER DIRECTED PORTFOLIOS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 134,301 shares; 2024Q1: 143,053 shares; 2024Q2: 143,053 shares; 2024Q3: 130,101 shares; 2024Q4: 125,663 shares; 2025Q1: 130,946 shares; 2025Q2: 130,938 shares 130,938 $1.37M 0.2% -8 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: 20,877 shares; 2024Q1: 20,985 shares; 2024Q2: 20,985 shares; 2024Q3: 21,290 shares; 2024Q4: 21,290 shares; 2025Q1: 21,290 shares; 2025Q2: 21,289 shares 21,289 $1.32M 0.19% -1 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: 6,442 shares; 2024Q1: 5,773 shares; 2024Q2: 6,033 shares; 2024Q3: 6,097 shares; 2024Q4: 6,795 shares; 2025Q1: 6,850 shares; 2025Q2: 7,029 shares 7,029 $1.24M 0.18% +179 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: 2,244 shares; 2024Q1: 1,933 shares; 2024Q2: 1,984 shares; 2024Q3: 1,999 shares; 2024Q4: 2,051 shares; 2025Q1: 2,164 shares; 2025Q2: 2,160 shares 2,160 $1.21M 0.18% -4 Timeline GWW WW GRAINGER INC More: the full row for WW GRAINGER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,174 shares; 2024Q1: 1,174 shares; 2024Q2: 1,179 shares; 2024Q3: 1,183 shares; 2024Q4: 1,129 shares; 2025Q1: 1,139 shares; 2025Q2: 1,143 shares 1,143 $1.19M 0.17% +4 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: 3,030 shares; 2024Q1: 3,034 shares; 2024Q2: 3,034 shares; 2024Q3: 2,967 shares; 2024Q4: 2,967 shares; 2025Q1: 2,828 shares; 2025Q2: 2,641 shares 2,641 $1.12M 0.16% -187 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: 1,185 shares; 2024Q1: 1,102 shares; 2024Q2: 1,127 shares; 2024Q3: 1,061 shares; 2024Q4: 1,098 shares; 2025Q1: 1,111 shares; 2025Q2: 1,124 shares 1,124 $1.11M 0.16% +13 Timeline DISV 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: not reported; 2024Q1: 16,470 shares; 2024Q2: 27,321 shares; 2024Q3: 69,958 shares; 2024Q4: 103,464 shares; 2025Q1: 47,214 shares; 2025Q2: 32,533 shares 32,533 $1.07M 0.15% -14,681 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: 283 shares; 2024Q1: 261 shares; 2024Q2: 277 shares; 2024Q3: 3,194 shares; 2024Q4: 3,575 shares; 2025Q1: 3,742 shares; 2025Q2: 3,847 shares 3,847 $1.06M 0.15% +105 Timeline DCOR 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: 16,287 shares; 2024Q1: 16,287 shares; 2024Q2: 16,287 shares; 2024Q3: 16,137 shares; 2024Q4: 16,137 shares; 2025Q1: 15,526 shares; 2025Q2: 15,526 shares 15,526 $1.04M 0.15% 0 Timeline BND VANGUARD BD INDEX FDS More: the full row for VANGUARD BD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,688 shares; 2024Q1: 14,507 shares; 2024Q2: 12,694 shares; 2024Q3: 16,672 shares; 2024Q4: 16,415 shares; 2025Q1: 15,008 shares; 2025Q2: 13,851 shares 13,851 $1.02M 0.15% -1,157 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: 4,087 shares; 2024Q1: 5,541 shares; 2024Q2: 5,130 shares; 2024Q3: 5,150 shares; 2024Q4: 5,151 shares; 2025Q1: 5,068 shares; 2025Q2: 5,052 shares 5,052 $981K 0.14% -16 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: 3,254 shares; 2024Q1: 3,114 shares; 2024Q2: 3,179 shares; 2024Q3: 2,809 shares; 2024Q4: 2,923 shares; 2025Q1: 3,163 shares; 2025Q2: 3,084 shares 3,084 $979K 0.14% -79 Timeline DFIC 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: 30,690 shares; 2024Q1: 30,690 shares; 2024Q2: 30,889 shares; 2024Q3: 30,889 shares; 2024Q4: 30,690 shares; 2025Q1: 30,690 shares; 2025Q2: 30,655 shares 30,655 $953K 0.14% -35 Timeline HD HOME DEPOT INC More: the full row for HOME DEPOT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,202 shares; 2024Q1: 2,345 shares; 2024Q2: 2,415 shares; 2024Q3: 2,288 shares; 2024Q4: 2,423 shares; 2025Q1: 2,483 shares; 2025Q2: 2,555 shares 2,555 $936K 0.14% +72 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: 2,014 shares; 2024Q1: 2,014 shares; 2024Q2: 2,014 shares; 2024Q3: 2,014 shares; 2024Q4: 2,014 shares; 2025Q1: 2,014 shares; 2025Q2: 2,014 shares 2,014 $882K 0.13% 0 Timeline V VISA INC More: the full row for VISA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,498 shares; 2024Q1: 1,965 shares; 2024Q2: 2,024 shares; 2024Q3: 2,133 shares; 2024Q4: 2,252 shares; 2025Q1: 2,425 shares; 2025Q2: 2,461 shares 2,461 $873K 0.13% +36 Timeline NEE NEXTERA ENERGY INC More: the full row for NEXTERA ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 12,838 shares; 2024Q1: 12,838 shares; 2024Q2: 12,947 shares; 2024Q3: 12,428 shares; 2024Q4: 12,018 shares; 2025Q1: 12,232 shares; 2025Q2: 12,248 shares 12,248 $850K 0.12% +16 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: 11,895 shares; 2024Q1: 11,404 shares; 2024Q2: 11,434 shares; 2024Q3: 13,922 shares; 2024Q4: 13,977 shares; 2025Q1: 13,977 shares; 2025Q2: 14,008 shares 14,008 $840K 0.12% +31 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: 878 shares; 2024Q1: 830 shares; 2024Q2: 559 shares; 2024Q3: 547 shares; 2024Q4: 521 shares; 2025Q1: 593 shares; 2025Q2: 614 shares 614 $822K 0.12% +21 Timeline VBR 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: 4,626 shares; 2024Q1: 4,626 shares; 2024Q2: 4,040 shares; 2024Q3: 4,040 shares; 2024Q4: 4,040 shares; 2025Q1: 4,040 shares; 2025Q2: 4,040 shares 4,040 $787K 0.11% 0 Timeline VTIP VANGUARD MALVERN FDS More: the full row for VANGUARD MALVERN FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 18,341 shares; 2024Q1: 18,138 shares; 2024Q2: 18,138 shares; 2024Q3: 18,111 shares; 2024Q4: 18,111 shares; 2025Q1: 15,574 shares; 2025Q2: 15,574 shares 15,574 $782K 0.11% 0 Timeline TGLB T ROWE PRICE EXCHANGE-TRADED More: the full row for T ROWE PRICE EXCHANGE-TRADED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 30,245 shares 30,245 $774K 0.11% new 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: 2,797 shares; 2024Q1: 2,180 shares; 2024Q2: 2,250 shares; 2024Q3: 2,153 shares; 2024Q4: 2,316 shares; 2025Q1: 2,484 shares; 2025Q2: 2,618 shares 2,618 $771K 0.11% +134 Timeline AMGN AMGEN INC More: the full row for AMGEN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,050 shares; 2024Q1: 2,528 shares; 2024Q2: 2,533 shares; 2024Q3: 2,595 shares; 2024Q4: 2,580 shares; 2025Q1: 2,699 shares; 2025Q2: 2,652 shares 2,652 $740K 0.11% -47 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: 802 shares; 2024Q1: 845 shares; 2024Q2: 891 shares; 2024Q3: 858 shares; 2024Q4: 861 shares; 2025Q1: 985 shares; 2025Q2: 946 shares 946 $737K 0.11% -39 Timeline VIG VANGUARD SPECIALIZED FUNDS More: the full row for VANGUARD SPECIALIZED FUNDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,330 shares; 2024Q1: 3,480 shares; 2024Q2: 3,436 shares; 2024Q3: 3,436 shares; 2024Q4: 3,436 shares; 2025Q1: 3,356 shares; 2025Q2: 3,356 shares 3,356 $686K 0.1% 0 Timeline NUE NUCOR CORP More: the full row for NUCOR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,983 shares; 2024Q2: 2,019 shares; 2024Q3: 1,853 shares; 2024Q4: 1,854 shares; 2025Q1: 1,871 shares; 2025Q2: 5,214 shares 5,214 $675K 0.1% +3,343 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: 6,213 shares; 2024Q1: 4,303 shares; 2024Q2: 4,338 shares; 2024Q3: 5,651 shares; 2024Q4: 5,523 shares; 2025Q1: 5,628 shares; 2025Q2: 5,377 shares 5,377 $666K 0.1% -251 Timeline EFV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 9,702 shares; 2024Q1: 9,440 shares; 2024Q2: 9,440 shares; 2024Q3: 10,046 shares; 2024Q4: 10,056 shares; 2025Q1: 10,056 shares; 2025Q2: 10,070 shares 10,070 $639K 0.09% +14 Timeline SPY STATE STR SPDR S&P 500 ETF T More: the full row for STATE STR SPDR S&P 500 ETF T Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,944 shares; 2024Q1: 855 shares; 2024Q2: 848 shares; 2024Q3: 978 shares; 2024Q4: 994 shares; 2025Q1: 978 shares; 2025Q2: 978 shares 978 $604K 0.09% 0 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: 1,732 shares; 2024Q1: 1,731 shares; 2024Q2: 1,753 shares; 2024Q3: 1,698 shares; 2024Q4: 1,738 shares; 2025Q1: 1,758 shares; 2025Q2: 1,857 shares 1,857 $572K 0.08% +99 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: 1,562 shares; 2024Q1: 1,518 shares; 2024Q2: 1,556 shares; 2024Q3: 1,570 shares; 2024Q4: 1,623 shares; 2025Q1: 1,661 shares; 2025Q2: 1,725 shares 1,725 $550K 0.08% +64 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: 1,553 shares; 2024Q1: 4,414 shares; 2024Q2: 4,671 shares; 2024Q3: 4,796 shares; 2024Q4: 5,152 shares; 2025Q1: 5,423 shares; 2025Q2: 5,596 shares 5,596 $547K 0.08% +173 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: 1,606 shares; 2024Q1: 8,030 shares; 2024Q2: 5,855 shares; 2024Q3: 8,682 shares; 2024Q4: 9,003 shares; 2025Q1: 8,665 shares; 2025Q2: 8,673 shares 8,673 $537K 0.08% +8 Timeline CVNA CARVANA CO More: the full row for CARVANA CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: 1,707 shares; 2024Q3: 1,774 shares; 2024Q4: 1,585 shares; 2025Q1: 1,607 shares; 2025Q2: 1,587 shares 1,587 $534K 0.08% -20 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: 2,468 shares; 2024Q1: 2,386 shares; 2024Q2: 2,491 shares; 2024Q3: 2,386 shares; 2024Q4: 2,536 shares; 2025Q1: 2,718 shares; 2025Q2: 2,854 shares 2,854 $529K 0.08% +136 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: 2,757 shares; 2024Q1: 2,838 shares; 2024Q2: 2,959 shares; 2024Q3: 2,935 shares; 2024Q4: 3,060 shares; 2025Q1: 3,121 shares; 2025Q2: 3,234 shares 3,234 $515K 0.07% +113 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: 12,671 shares; 2024Q1: 12,018 shares; 2024Q2: 12,117 shares; 2024Q3: 11,074 shares; 2024Q4: 11,685 shares; 2025Q1: 10,794 shares; 2025Q2: 10,603 shares 10,603 $501K 0.07% -191 Timeline DFIV 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: 14,707 shares; 2024Q1: 12,879 shares; 2024Q2: 12,457 shares; 2024Q3: 12,197 shares; 2024Q4: 12,197 shares; 2025Q1: 11,582 shares; 2025Q2: 11,582 shares 11,582 $496K 0.07% 0 Timeline QQQ INVESCO QQQ TR More: the full row for INVESCO QQQ TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 498 shares; 2024Q2: 498 shares; 2024Q3: 753 shares; 2024Q4: 890 shares; 2025Q1: 890 shares; 2025Q2: 890 shares 890 $490K 0.07% 0 Timeline DFAT 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: 10,482 shares; 2024Q1: 8,844 shares; 2024Q2: 8,844 shares; 2024Q3: 8,810 shares; 2024Q4: 8,757 shares; 2025Q1: 8,700 shares; 2025Q2: 8,700 shares 8,700 $469K 0.07% 0 Timeline AGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 4,050 shares; 2024Q4: 4,362 shares; 2025Q1: 3,982 shares; 2025Q2: 4,719 shares 4,719 $468K 0.07% +737 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,108 shares; 2024Q4: 2,198 shares; 2025Q1: 2,359 shares; 2025Q2: 2,516 shares 2,516 $458K 0.07% +157 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: not reported; 2024Q1: 1,765 shares; 2024Q2: 1,870 shares; 2024Q3: 1,581 shares; 2024Q4: 1,784 shares; 2025Q1: 1,838 shares; 2025Q2: 2,038 shares 2,038 $445K 0.06% +200 Timeline VBK VANGUARD INDEX FDS More: the full row for VANGUARD INDEX FDS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,149 shares; 2024Q1: 2,149 shares; 2024Q2: 1,860 shares; 2024Q3: 1,860 shares; 2024Q4: 1,860 shares; 2025Q1: 1,581 shares; 2025Q2: 1,581 shares 1,581 $437K 0.06% 0 Timeline GSLC GOLDMAN SACHS ETF TR More: the full row for GOLDMAN SACHS ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,442 shares; 2024Q1: 3,442 shares; 2024Q2: 3,442 shares; 2024Q3: 3,442 shares; 2024Q4: 3,442 shares; 2025Q1: 3,442 shares; 2025Q2: 3,442 shares 3,442 $417K 0.06% 0 Timeline AFRM AFFIRM HLDGS INC More: the full row for AFFIRM HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,586 shares; 2024Q1: 5,588 shares; 2024Q2: not reported; 2024Q3: 5,845 shares; 2024Q4: 5,824 shares; 2025Q1: 5,862 shares; 2025Q2: 5,890 shares 5,890 $407K 0.06% +28 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: 2,456 shares; 2024Q1: 2,456 shares; 2024Q2: 2,456 shares; 2024Q3: 2,624 shares; 2024Q4: 2,624 shares; 2025Q1: 1,663 shares; 2025Q2: 1,663 shares 1,663 $399K 0.06% 0 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: 2,766 shares; 2024Q1: 2,039 shares; 2024Q2: 2,647 shares; 2024Q3: 2,511 shares; 2024Q4: 2,921 shares; 2025Q1: 3,616 shares; 2025Q2: 3,626 shares 3,626 $390K 0.06% +10 Timeline ESGV VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,193 shares; 2024Q1: 4,278 shares; 2024Q2: 4,270 shares; 2024Q3: 3,740 shares; 2024Q4: 3,511 shares; 2025Q1: 3,511 shares; 2025Q2: 3,511 shares 3,511 $384K 0.06% 0 Timeline SHV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,291 shares; 2024Q1: 3,291 shares; 2024Q2: 3,291 shares; 2024Q3: 3,291 shares; 2024Q4: 3,291 shares; 2025Q1: 3,291 shares; 2025Q2: 3,291 shares 3,291 $363K 0.05% 0 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: 5,582 shares; 2024Q1: 6,346 shares; 2024Q2: 6,524 shares; 2024Q3: 4,595 shares; 2024Q4: 4,614 shares; 2025Q1: 4,803 shares; 2025Q2: 5,105 shares 5,105 $354K 0.05% +302 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: 2,301 shares; 2024Q1: 1,971 shares; 2024Q2: 2,014 shares; 2024Q3: 2,040 shares; 2024Q4: 2,155 shares; 2025Q1: 2,340 shares; 2025Q2: 2,587 shares 2,587 $351K 0.05% +247 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: 950 shares; 2024Q1: 950 shares; 2024Q2: 973 shares; 2024Q3: 939 shares; 2024Q4: 953 shares; 2025Q1: 955 shares; 2025Q2: 891 shares 891 $344K 0.05% -64 Timeline ACWI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,703 shares; 2024Q1: 4,661 shares; 2024Q2: 4,640 shares; 2024Q3: 3,955 shares; 2024Q4: 3,662 shares; 2025Q1: 2,730 shares; 2025Q2: 2,670 shares 2,670 $343K 0.05% -60 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 8,424 shares; 2024Q4: 9,394 shares; 2025Q1: 10,394 shares; 2025Q2: 11,386 shares 11,386 $329K 0.05% +992 Timeline BKNG BOOKING HOLDINGS INC More: the full row for BOOKING HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 46 shares; 2024Q4: 49 shares; 2025Q1: 52 shares; 2025Q2: 56 shares 56 $324K 0.05% +4 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: 2,177 shares; 2024Q1: not reported; 2024Q2: 2,093 shares; 2024Q3: 2,042 shares; 2024Q4: 2,142 shares; 2025Q1: 2,220 shares; 2025Q2: 2,295 shares 2,295 $323K 0.05% +75 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: 4,707 shares; 2024Q1: 2,468 shares; 2024Q2: 2,506 shares; 2024Q3: 2,188 shares; 2024Q4: 1,904 shares; 2025Q1: 2,066 shares; 2025Q2: 2,016 shares 2,016 $321K 0.05% -50 Timeline MCD MCDONALDS CORP More: the full row for MCDONALDS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,139 shares; 2024Q1: 1,101 shares; 2024Q2: 1,132 shares; 2024Q3: 968 shares; 2024Q4: 1,021 shares; 2025Q1: 1,089 shares; 2025Q2: 1,084 shares 1,084 $316K 0.05% -5 Timeline BAM BROOKFIELD ASSET MANAGMT LTD More: the full row for BROOKFIELD ASSET MANAGMT LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 5,254 shares; 2024Q1: 5,254 shares; 2024Q2: 5,664 shares; 2024Q3: 5,698 shares; 2024Q4: 5,698 shares; 2025Q1: 5,679 shares; 2025Q2: 5,609 shares 5,609 $310K 0.04% -70 Timeline UNH UNITEDHEALTH GROUP INC More: the full row for UNITEDHEALTH GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,141 shares; 2024Q1: 1,400 shares; 2024Q2: 1,379 shares; 2024Q3: 1,063 shares; 2024Q4: 1,126 shares; 2025Q1: 1,154 shares; 2025Q2: 966 shares 966 $301K 0.04% -188 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: 6,317 shares; 2024Q1: 6,366 shares; 2024Q2: 6,600 shares; 2024Q3: 7,175 shares; 2024Q4: 7,430 shares; 2025Q1: 7,695 shares; 2025Q2: 8,063 shares 8,063 $287K 0.04% +368 Timeline AMP AMERIPRISE FINL INC More: the full row for AMERIPRISE FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 486 shares; 2024Q4: 511 shares; 2025Q1: 521 shares; 2025Q2: 538 shares 538 $287K 0.04% +17 Timeline ORLY OREILLY AUTOMOTIVE INC More: the full row for OREILLY AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 193 shares; 2024Q4: 198 shares; 2025Q1: 207 shares; 2025Q2: 3,138 shares 3,138 $282K 0.04% +2,931 Timeline SIGI SELECTIVE INS GROUP INC More: the full row for SELECTIVE INS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 3,203 shares; 2024Q1: 3,162 shares; 2024Q2: 3,175 shares; 2024Q3: 3,192 shares; 2024Q4: 3,209 shares; 2025Q1: 3,232 shares; 2025Q2: 3,243 shares 3,243 $281K 0.04% +11 Timeline TXN TEXAS INSTRS INC More: the full row for TEXAS INSTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,203 shares; 2024Q1: 1,254 shares; 2024Q2: 1,311 shares; 2024Q3: 1,220 shares; 2024Q4: 1,259 shares; 2025Q1: 1,345 shares; 2025Q2: 1,318 shares 1,318 $273K 0.04% -27 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,599 shares; 2024Q4: 1,702 shares; 2025Q1: 1,819 shares; 2025Q2: 1,861 shares 1,861 $271K 0.04% +42 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: 926 shares; 2024Q1: 914 shares; 2024Q2: 939 shares; 2024Q3: 1,094 shares; 2024Q4: 1,186 shares; 2025Q1: 1,224 shares; 2025Q2: 1,199 shares 1,199 $266K 0.04% -25 Timeline ET ENERGY TRANSFER L P More: the full row for ENERGY TRANSFER L P Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 13,952 shares; 2024Q1: 13,952 shares; 2024Q2: 13,952 shares; 2024Q3: 13,952 shares; 2024Q4: 13,952 shares; 2025Q1: 13,952 shares; 2025Q2: 13,952 shares 13,952 $252K 0.04% 0 Timeline MRK MERCK & CO INC More: the full row for MERCK & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 4,710 shares; 2024Q1: 4,612 shares; 2024Q2: 4,698 shares; 2024Q3: 3,925 shares; 2024Q4: 4,050 shares; 2025Q1: 3,864 shares; 2025Q2: 3,119 shares 3,119 $246K 0.04% -745 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: 320 shares; 2024Q1: 314 shares; 2024Q2: 319 shares; 2024Q3: 286 shares; 2024Q4: 300 shares; 2025Q1: 315 shares; 2025Q2: 311 shares 311 $245K 0.04% -4 Timeline HON HONEYWELL INTL INC More: the full row for HONEYWELL INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 1,190 shares; 2024Q2: not reported; 2024Q3: 882 shares; 2024Q4: 1,034 shares; 2025Q1: 1,053 shares; 2025Q2: 1,036 shares 1,036 $241K 0.03% -17 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: 1,726 shares; 2024Q1: 1,726 shares; 2024Q2: 1,754 shares; 2024Q3: 1,803 shares; 2024Q4: 1,833 shares; 2025Q1: 1,823 shares; 2025Q2: 1,890 shares 1,890 $241K 0.03% +67 Timeline PGR PROGRESSIVE CORP More: the full row for PROGRESSIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 821 shares; 2024Q4: 857 shares; 2025Q1: 907 shares; 2025Q2: 892 shares 892 $238K 0.03% -15 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 408 shares; 2024Q4: 438 shares; 2025Q1: 466 shares; 2025Q2: 467 shares 467 $237K 0.03% +1 Timeline GS GOLDMAN SACHS GROUP INC More: the full row for GOLDMAN SACHS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 264 shares; 2024Q4: 290 shares; 2025Q1: 325 shares; 2025Q2: 336 shares 336 $237K 0.03% +11 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: 6,045 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,086 shares; 2024Q4: 2,364 shares; 2025Q1: 2,520 shares; 2025Q2: 2,948 shares 2,948 $236K 0.03% +428 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,459 shares; 2024Q4: 1,732 shares; 2025Q1: 1,800 shares; 2025Q2: 1,638 shares 1,638 $234K 0.03% -162 Timeline COF CAPITAL ONE FINL CORP More: the full row for CAPITAL ONE FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 465 shares; 2024Q4: 511 shares; 2025Q1: 545 shares; 2025Q2: 1,073 shares 1,073 $228K 0.03% +528 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: not reported; 2024Q1: not reported; 2024Q2: 3,299 shares; 2024Q3: 3,285 shares; 2024Q4: 3,435 shares; 2025Q1: 3,862 shares; 2025Q2: 3,209 shares 3,209 $227K 0.03% -653 Timeline PH PARKER-HANNIFIN CORP More: the full row for PARKER-HANNIFIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 312 shares; 2024Q4: 322 shares; 2025Q1: 330 shares; 2025Q2: 319 shares 319 $222K 0.03% -11 Timeline IJR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,784 shares; 2024Q4: 2,085 shares; 2025Q1: 1,994 shares; 2025Q2: 1,996 shares 1,996 $218K 0.03% +2 Timeline RLJ RLJ LODGING TR More: the full row for RLJ LODGING TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 36,527 shares; 2024Q1: 36,527 shares; 2024Q2: 36,527 shares; 2024Q3: 36,527 shares; 2024Q4: 29,967 shares; 2025Q1: 29,967 shares; 2025Q2: 29,967 shares 29,967 $218K 0.03% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 473 shares; 2024Q4: 512 shares; 2025Q1: 552 shares; 2025Q2: 549 shares 549 $213K 0.03% -3 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,516 shares; 2024Q4: 1,740 shares; 2025Q1: 1,944 shares; 2025Q2: 2,293 shares 2,293 $213K 0.03% +349 Timeline CRM SALESFORCE INC More: the full row for SALESFORCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 696 shares; 2024Q2: not reported; 2024Q3: 765 shares; 2024Q4: 811 shares; 2025Q1: 823 shares; 2025Q2: 781 shares 781 $212K 0.03% -42 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: 1,349 shares; 2024Q1: 1,349 shares; 2024Q2: 1,386 shares; 2024Q3: 1,217 shares; 2024Q4: 1,228 shares; 2025Q1: 1,349 shares; 2025Q2: 1,273 shares 1,273 $211K 0.03% -76 Timeline KLAC KLA CORP More: the full row for KLA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 206 shares; 2024Q4: 206 shares; 2025Q1: 233 shares; 2025Q2: 235 shares 235 $210K 0.03% +2 Timeline IGSB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,895 shares; 2024Q4: 3,921 shares; 2025Q1: 3,938 shares; 2025Q2: 3,965 shares 3,965 $209K 0.03% +27 Timeline MMM 3M CO More: the full row for 3M CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 2,347 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,127 shares; 2024Q4: 1,176 shares; 2025Q1: 1,341 shares; 2025Q2: 1,375 shares 1,375 $209K 0.03% +34 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,768 shares; 2024Q4: 4,585 shares; 2025Q1: 4,325 shares; 2025Q2: 4,792 shares 4,792 $207K 0.03% +467 Timeline VV 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 308 shares; 2024Q4: 681 shares; 2025Q1: 724 shares; 2025Q2: 724 shares 724 $206K 0.03% 0 Timeline CIBR FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,534 shares; 2024Q4: 2,711 shares; 2025Q1: 2,711 shares; 2025Q2: 2,711 shares 2,711 $204K 0.03% 0 Timeline GE GE AEROSPACE More: the full row for GE AEROSPACE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 593 shares; 2024Q4: 703 shares; 2025Q1: 774 shares; 2025Q2: 789 shares 789 $203K 0.03% +15 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 583 shares; 2024Q4: 583 shares; 2025Q1: 583 shares; 2025Q2: 583 shares 583 $197K 0.03% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 728 shares; 2024Q4: 759 shares; 2025Q1: 806 shares; 2025Q2: 795 shares 795 $196K 0.03% -11 Timeline RCL ROYAL CARIBBEAN GROUP More: the full row for ROYAL CARIBBEAN GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 489 shares; 2024Q4: 533 shares; 2025Q1: 594 shares; 2025Q2: 617 shares 617 $193K 0.03% +23 Timeline MLM MARTIN MARIETTA MATLS INC More: the full row for MARTIN MARIETTA MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 325 shares; 2024Q4: 329 shares; 2025Q1: 341 shares; 2025Q2: 350 shares 350 $192K 0.03% +9 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 165 shares; 2024Q4: 172 shares; 2025Q1: 180 shares; 2025Q2: 185 shares 185 $190K 0.03% +5 Timeline SYK STRYKER CORPORATION More: the full row for STRYKER CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 407 shares; 2024Q4: 424 shares; 2025Q1: 466 shares; 2025Q2: 469 shares 469 $185K 0.03% +3 Timeline PHM PULTE GROUP INC More: the full row for PULTE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,706 shares; 2024Q4: 1,738 shares; 2025Q1: 1,778 shares; 2025Q2: 1,751 shares 1,751 $184K 0.03% -27 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: 820 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 715 shares; 2024Q4: 775 shares; 2025Q1: 853 shares; 2025Q2: 796 shares 796 $183K 0.03% -57 Timeline VST VISTRA CORP More: the full row for VISTRA CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 795 shares; 2024Q4: 836 shares; 2025Q1: 1,027 shares; 2025Q2: 940 shares 940 $182K 0.03% -87 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 294 shares; 2024Q4: 312 shares; 2025Q1: 382 shares; 2025Q2: 399 shares 399 $174K 0.03% +17 Timeline DHR DANAHER CORP DEL More: the full row for DANAHER CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: 863 shares; 2024Q2: 890 shares; 2024Q3: 844 shares; 2024Q4: 841 shares; 2025Q1: 871 shares; 2025Q2: 877 shares 877 $173K 0.03% +6 Timeline NOC NORTHROP GRUMMAN CORP More: the full row for NORTHROP GRUMMAN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 316 shares; 2024Q4: 328 shares; 2025Q1: 338 shares; 2025Q2: 346 shares 346 $173K 0.03% +8 Timeline DFSV 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: not reported; 2024Q1: 43,626 shares; 2024Q2: 74,983 shares; 2024Q3: 141,266 shares; 2024Q4: 148,320 shares; 2025Q1: 55,284 shares; 2025Q2: 5,877 shares 5,877 $172K 0.02% -49,407 Timeline IYW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 985 shares; 2024Q4: 985 shares; 2025Q1: 985 shares; 2025Q2: 985 shares 985 $170K 0.02% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 308 shares; 2024Q4: 322 shares; 2025Q1: 331 shares; 2025Q2: 348 shares 348 $170K 0.02% +17 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 467 shares; 2024Q4: 517 shares; 2025Q1: 533 shares; 2025Q2: 566 shares 566 $169K 0.02% +33 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: 412 shares; 2024Q1: 437 shares; 2024Q2: 453 shares; 2024Q3: 455 shares; 2024Q4: 462 shares; 2025Q1: 505 shares; 2025Q2: 419 shares 419 $169K 0.02% -86 Timeline IVW ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 844 shares; 2024Q4: 1,559 shares; 2025Q1: 1,527 shares; 2025Q2: 1,527 shares 1,527 $168K 0.02% 0 Timeline MAR MARRIOTT INTL INC NEW More: the full row for MARRIOTT INTL INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 631 shares; 2024Q4: 571 shares; 2025Q1: 583 shares; 2025Q2: 610 shares 610 $166K 0.02% +27 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: 1,540 shares; 2024Q1: 1,280 shares; 2024Q2: 1,272 shares; 2024Q3: 1,144 shares; 2024Q4: 1,027 shares; 2025Q1: 747 shares; 2025Q2: 747 shares 747 $165K 0.02% 0 Timeline MRSH MARSH & MCLENNAN COS INC More: the full row for MARSH & MCLENNAN COS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 720 shares; 2024Q4: 768 shares; 2025Q1: 825 shares; 2025Q2: 758 shares 758 $165K 0.02% -67 Timeline FITB FIFTH THIRD BANCORP More: the full row for FIFTH THIRD BANCORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,920 shares; 2024Q4: 3,994 shares; 2025Q1: 4,094 shares; 2025Q2: 3,966 shares 3,966 $163K 0.02% -128 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,479 shares; 2024Q4: 1,552 shares; 2025Q1: 1,616 shares; 2025Q2: 1,644 shares 1,644 $162K 0.02% +28 Timeline LRCX LAM RESEARCH CORP More: the full row for LAM RESEARCH CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 1,538 shares; 2025Q1: 1,738 shares; 2025Q2: 1,659 shares 1,659 $161K 0.02% -79 Timeline PANW PALO ALTO NETWORKS INC More: the full row for PALO ALTO NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: 370 shares; 2025Q1: 466 shares; 2025Q2: 780 shares 780 $159K 0.02% +314 Timeline BSX BOSTON SCIENTIFIC CORP More: the full row for BOSTON SCIENTIFIC CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,300 shares; 2024Q4: 1,386 shares; 2025Q1: 1,410 shares; 2025Q2: 1,479 shares 1,479 $158K 0.02% +69 Timeline SCHW CHARLES SCHWAB CORP (THE) More: the full row for CHARLES SCHWAB CORP (THE) Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,256 shares; 2024Q4: 1,370 shares; 2025Q1: 1,466 shares; 2025Q2: 1,729 shares 1,729 $157K 0.02% +263 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 589 shares; 2024Q4: 617 shares; 2025Q1: 652 shares; 2025Q2: 636 shares 636 $157K 0.02% -16 Timeline BNY BANK OF NY MELLON CORP More: the full row for BANK OF NY MELLON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,409 shares; 2024Q4: 1,507 shares; 2025Q1: 1,628 shares; 2025Q2: 1,730 shares 1,730 $157K 0.02% +102 Timeline ETN EATON CORP PLC More: the full row for EATON CORP PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 385 shares; 2024Q4: 404 shares; 2025Q1: 428 shares; 2025Q2: 434 shares 434 $154K 0.02% +6 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 581 shares; 2024Q4: 622 shares; 2025Q1: 685 shares; 2025Q2: 677 shares 677 $154K 0.02% -8 Timeline EOG EOG RES INC More: the full row for EOG RES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,149 shares; 2024Q4: 1,221 shares; 2025Q1: 1,324 shares; 2025Q2: 1,290 shares 1,290 $154K 0.02% -34 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 880 shares; 2024Q4: 902 shares; 2025Q1: 934 shares; 2025Q2: 980 shares 980 $154K 0.02% +46 Timeline SHW SHERWIN WILLIAMS CO More: the full row for SHERWIN WILLIAMS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 414 shares; 2024Q4: 441 shares; 2025Q1: 452 shares; 2025Q2: 443 shares 443 $152K 0.02% -9 Timeline DASH DOORDASH INC More: the full row for DOORDASH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 396 shares; 2024Q4: 382 shares; 2025Q1: 524 shares; 2025Q2: 612 shares 612 $150K 0.02% +88 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: 593 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 238 shares; 2024Q4: 260 shares; 2025Q1: 275 shares; 2025Q2: 322 shares 322 $149K 0.02% +47 Timeline TJX TJX COS INC NEW More: the full row for TJX COS INC NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,030 shares; 2024Q4: 1,138 shares; 2025Q1: 1,207 shares; 2025Q2: 1,213 shares 1,213 $149K 0.02% +6 Timeline FISV FISERV INC More: the full row for FISERV INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 814 shares; 2024Q4: 864 shares; 2025Q1: 936 shares; 2025Q2: 859 shares 859 $148K 0.02% -77 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,122 shares; 2024Q4: 1,132 shares; 2025Q1: 1,092 shares; 2025Q2: 1,030 shares 1,030 $146K 0.02% -62 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 112 shares; 2024Q4: 139 shares; 2025Q1: 194 shares; 2025Q2: 313 shares 313 $146K 0.02% +119 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 239 shares; 2024Q4: 263 shares; 2025Q1: 284 shares; 2025Q2: 276 shares 276 $145K 0.02% -8 Timeline TMUS T-MOBILE US INC More: the full row for T-MOBILE US INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 472 shares; 2024Q4: 521 shares; 2025Q1: 632 shares; 2025Q2: 606 shares 606 $144K 0.02% -26 Timeline ALL ALLSTATE CORP More: the full row for ALLSTATE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 593 shares; 2024Q4: 640 shares; 2025Q1: 678 shares; 2025Q2: 700 shares 700 $140K 0.02% +22 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 344 shares; 2024Q4: 353 shares; 2025Q1: 407 shares; 2025Q2: 423 shares 423 $139K 0.02% +16 Timeline PLTR PALANTIR TECHNOLOGIES INC More: the full row for PALANTIR TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 594 shares; 2024Q4: 901 shares; 2025Q1: 1,076 shares; 2025Q2: 1,021 shares 1,021 $139K 0.02% -55 Timeline TRV TRAVELERS COMPANIES INC More: the full row for TRAVELERS COMPANIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 354 shares; 2024Q4: 414 shares; 2025Q1: 467 shares; 2025Q2: 520 shares 520 $139K 0.02% +53 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 492 shares; 2024Q4: 493 shares; 2025Q1: 506 shares; 2025Q2: 504 shares 504 $138K 0.02% -2 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 287 shares; 2024Q4: 293 shares; 2025Q1: 316 shares; 2025Q2: 309 shares 309 $137K 0.02% -7 Timeline HEI 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 401 shares; 2024Q4: 407 shares; 2025Q1: 416 shares; 2025Q2: 419 shares 419 $137K 0.02% +3 Timeline DKS DICKS SPORTING GOODS INC More: the full row for DICKS SPORTING GOODS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 681 shares; 2024Q4: 696 shares; 2025Q1: 706 shares; 2025Q2: 693 shares 693 $137K 0.02% -13 Timeline MU MICRON TECHNOLOGY INC More: the full row for MICRON TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 982 shares; 2024Q4: 1,026 shares; 2025Q1: 1,140 shares; 2025Q2: 1,097 shares 1,097 $135K 0.02% -43 Timeline LRGF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,117 shares; 2024Q4: 2,117 shares; 2025Q1: 2,117 shares; 2025Q2: 2,117 shares 2,117 $135K 0.02% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,251 shares; 2024Q4: 1,387 shares; 2025Q1: 1,547 shares; 2025Q2: 1,579 shares 1,579 $134K 0.02% +32 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: 312 shares; 2024Q1: 294 shares; 2024Q2: 276 shares; 2024Q3: 175 shares; 2024Q4: 168 shares; 2025Q1: 168 shares; 2025Q2: 166 shares 166 $133K 0.02% -2 Timeline BLK BLACKROCK INC More: the full row for BLACKROCK INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 116 shares; 2025Q1: 124 shares; 2025Q2: 126 shares 126 $132K 0.02% +2 Timeline EBAY EBAY INC. More: the full row for EBAY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,279 shares; 2024Q4: 1,353 shares; 2025Q1: 1,618 shares; 2025Q2: 1,742 shares 1,742 $129K 0.02% +124 Timeline KR KROGER CO More: the full row for KROGER CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,281 shares; 2024Q4: 1,506 shares; 2025Q1: 1,848 shares; 2025Q2: 1,784 shares 1,784 $127K 0.02% -64 Timeline HIG HARTFORD INSURANCE GROUP INC More: the full row for HARTFORD INSURANCE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 825 shares; 2024Q4: 898 shares; 2025Q1: 973 shares; 2025Q2: 1,003 shares 1,003 $127K 0.02% +30 Timeline TDG TRANSDIGM GROUP INC More: the full row for TRANSDIGM GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 65 shares; 2024Q4: 62 shares; 2025Q1: 82 shares; 2025Q2: 84 shares 84 $127K 0.02% +2 Timeline ADI ANALOG DEVICES INC More: the full row for ANALOG DEVICES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 513 shares; 2024Q4: 483 shares; 2025Q1: 538 shares; 2025Q2: 532 shares 532 $126K 0.02% -6 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: 3,109 shares; 2024Q1: 2,620 shares; 2024Q2: 2,131 shares; 2024Q3: 2,111 shares; 2024Q4: 2,087 shares; 2025Q1: 2,122 shares; 2025Q2: 232 shares 232 $126K 0.02% -1,890 Timeline IEFA ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,440 shares; 2024Q4: 1,464 shares; 2025Q1: 1,464 shares; 2025Q2: 1,490 shares 1,490 $124K 0.02% +26 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,567 shares; 2024Q4: 2,648 shares; 2025Q1: 2,747 shares; 2025Q2: 2,518 shares 2,518 $123K 0.02% -229 Timeline COIN COINBASE GLOBAL INC More: the full row for COINBASE GLOBAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 292 shares; 2024Q4: 315 shares; 2025Q1: 314 shares; 2025Q2: 352 shares 352 $123K 0.02% +38 Timeline AMAT APPLIED MATLS INC More: the full row for APPLIED MATLS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 705 shares; 2024Q4: 697 shares; 2025Q1: 754 shares; 2025Q2: 670 shares 670 $122K 0.02% -84 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 703 shares; 2024Q4: 748 shares; 2025Q1: 775 shares; 2025Q2: 751 shares 751 $117K 0.02% -24 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,489 shares; 2024Q4: 1,569 shares; 2025Q1: 1,452 shares; 2025Q2: 1,535 shares 1,535 $114K 0.02% +83 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,990 shares; 2024Q4: 3,114 shares; 2025Q1: 1,990 shares; 2025Q2: 1,990 shares 1,990 $113K 0.02% 0 Timeline JBL JABIL INC More: the full row for JABIL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 415 shares; 2024Q4: 470 shares; 2025Q1: 507 shares; 2025Q2: 520 shares 520 $113K 0.02% +13 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 463 shares; 2024Q4: 481 shares; 2025Q1: 567 shares; 2025Q2: 538 shares 538 $112K 0.02% -29 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 463 shares; 2024Q4: 480 shares; 2025Q1: 516 shares; 2025Q2: 399 shares 399 $112K 0.02% -117 Timeline BX BLACKSTONE INC More: the full row for BLACKSTONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 581 shares; 2024Q4: 679 shares; 2025Q1: 731 shares; 2025Q2: 739 shares 739 $110K 0.02% +8 Timeline AZO AUTOZONE INC More: the full row for AUTOZONE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 24 shares; 2024Q4: 30 shares; 2025Q1: 29 shares; 2025Q2: 29 shares 29 $107K 0.02% 0 Timeline ICE INTERCONTINENTAL EXCHANGE IN More: the full row for INTERCONTINENTAL EXCHANGE IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 510 shares; 2024Q4: 542 shares; 2025Q1: 571 shares; 2025Q2: 567 shares 567 $104K 0.02% -4 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 813 shares; 2024Q4: 634 shares; 2025Q1: 829 shares; 2025Q2: 782 shares 782 $103K 0.01% -47 Timeline CTVA CORTEVA INC More: the full row for CORTEVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,116 shares; 2024Q4: 1,216 shares; 2025Q1: 1,320 shares; 2025Q2: 1,385 shares 1,385 $103K 0.01% +65 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 917 shares; 2024Q4: 920 shares; 2025Q1: 920 shares; 2025Q2: 933 shares 933 $102K 0.01% +13 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,424 shares; 2024Q4: 1,363 shares; 2025Q1: 1,519 shares; 2025Q2: 1,527 shares 1,527 $102K 0.01% +8 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97 shares; 2024Q4: 115 shares; 2025Q1: 142 shares; 2025Q2: 140 shares 140 $102K 0.01% -2 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 524 shares; 2024Q4: 673 shares; 2025Q1: 828 shares; 2025Q2: 913 shares 913 $101K 0.01% +85 Timeline LNG CHENIERE ENERGY INC More: the full row for CHENIERE ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 305 shares; 2024Q4: 342 shares; 2025Q1: 390 shares; 2025Q2: 417 shares 417 $101K 0.01% +27 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,500 shares; 2024Q4: 2,865 shares; 2025Q1: 3,119 shares; 2025Q2: 3,072 shares 3,072 $100K 0.01% -47 Timeline SNPS SYNOPSYS INC More: the full row for SYNOPSYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 171 shares; 2024Q4: 171 shares; 2025Q1: 179 shares; 2025Q2: 197 shares 197 $100K 0.01% +18 Timeline BALL BALL CORP More: the full row for BALL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 171 shares; 2024Q4: 176 shares; 2025Q1: 202 shares; 2025Q2: 1,790 shares 1,790 $100K 0.01% +1,588 Timeline IWN ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 494 shares; 2024Q4: 494 shares; 2025Q1: 442 shares; 2025Q2: 636 shares 636 $100K 0.01% +194 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 250 shares; 2024Q4: 274 shares; 2025Q1: 310 shares; 2025Q2: 309 shares 309 $99K 0.01% -1 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 286 shares; 2024Q4: 281 shares; 2025Q1: 295 shares; 2025Q2: 323 shares 323 $99K 0.01% +28 Timeline GEV GE VERNOVA INC More: the full row for GE VERNOVA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 110 shares; 2024Q4: 148 shares; 2025Q1: 178 shares; 2025Q2: 187 shares 187 $98K 0.01% +9 Timeline GD GENERAL DYNAMICS CORP More: the full row for GENERAL DYNAMICS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 273 shares; 2024Q4: 277 shares; 2025Q1: 324 shares; 2025Q2: 336 shares 336 $98K 0.01% +12 Timeline NSC NORFOLK SOUTHN CORP More: the full row for NORFOLK SOUTHN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 326 shares; 2024Q4: 343 shares; 2025Q1: 370 shares; 2025Q2: 385 shares 385 $98K 0.01% +15 Timeline KKR KKR & CO INC More: the full row for KKR & CO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 594 shares; 2024Q4: 632 shares; 2025Q1: 715 shares; 2025Q2: 734 shares 734 $97K 0.01% +19 Timeline MTB M & T BK CORP More: the full row for M & T BK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 469 shares; 2024Q4: 486 shares; 2025Q1: 505 shares; 2025Q2: 502 shares 502 $97K 0.01% -3 Timeline IJS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 961 shares; 2024Q4: 964 shares; 2025Q1: 966 shares; 2025Q2: 969 shares 969 $96K 0.01% +3 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 850 shares; 2024Q4: 928 shares; 2025Q1: 1,024 shares; 2025Q2: 1,041 shares 1,041 $95K 0.01% +17 Timeline BCML BAYCOM CORP More: the full row for BAYCOM CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,431 shares; 2024Q4: 3,431 shares; 2025Q1: 3,431 shares; 2025Q2: 3,431 shares 3,431 $95K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,365 shares; 2024Q4: 1,477 shares; 2025Q1: 1,610 shares; 2025Q2: 1,598 shares 1,598 $93K 0.01% -12 Timeline PNC PNC FINL SVCS GROUP INC More: the full row for PNC FINL SVCS GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 458 shares; 2024Q4: 492 shares; 2025Q1: 487 shares; 2025Q2: 500 shares 500 $93K 0.01% +13 Timeline VGT VANGUARD WORLD FD More: the full row for VANGUARD WORLD FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 119 shares; 2024Q4: 139 shares; 2025Q1: 139 shares; 2025Q2: 139 shares 139 $92K 0.01% 0 Timeline YieldMax MSTR Option Income… YieldMax MSTR Option Income Strat… More: the full row for YieldMax MSTR Option Income Strategy ETF Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,189 shares; 2025Q1: 4,189 shares; 2025Q2: 4,189 shares 4,189 $92K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 129 shares; 2024Q4: 140 shares; 2025Q1: 151 shares; 2025Q2: 167 shares 167 $89K 0.01% +16 Timeline FTNT FORTINET INC More: the full row for FORTINET INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 576 shares; 2024Q4: 645 shares; 2025Q1: 752 shares; 2025Q2: 851 shares 851 $89K 0.01% +99 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 235 shares; 2024Q4: 251 shares; 2025Q1: 270 shares; 2025Q2: 251 shares 251 $89K 0.01% -19 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 539 shares; 2024Q4: 967 shares; 2025Q1: 967 shares; 2025Q2: 967 shares 967 $88K 0.01% 0 Timeline ROP ROPER TECHNOLOGIES INC More: the full row for ROPER TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 125 shares; 2024Q4: 131 shares; 2025Q1: 147 shares; 2025Q2: 156 shares 156 $88K 0.01% +9 Timeline HCA HCA HEALTHCARE INC More: the full row for HCA HEALTHCARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares; 2024Q4: 205 shares; 2025Q1: 229 shares; 2025Q2: 228 shares 228 $87K 0.01% -1 Timeline COR CENCORA INC More: the full row for CENCORA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 219 shares; 2024Q4: 236 shares; 2025Q1: 267 shares; 2025Q2: 292 shares 292 $87K 0.01% +25 Timeline SO SOUTHERN CO More: the full row for SOUTHERN CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 882 shares; 2024Q4: 913 shares; 2025Q1: 938 shares; 2025Q2: 947 shares 947 $86K 0.01% +9 Timeline ELV ELEVANCE HEALTH INC FORMERLY More: the full row for ELEVANCE HEALTH INC FORMERLY Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 203 shares; 2025Q1: 230 shares; 2025Q2: 216 shares 216 $84K 0.01% -14 Timeline URI UNITED RENTALS INC More: the full row for UNITED RENTALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 81 shares; 2024Q4: 97 shares; 2025Q1: 106 shares; 2025Q2: 112 shares 112 $84K 0.01% +6 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,634 shares; 2024Q4: 1,741 shares; 2025Q1: 1,888 shares; 2025Q2: 1,844 shares 1,844 $83K 0.01% -44 Timeline LHX L3HARRIS TECHNOLOGIES INC More: the full row for L3HARRIS TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 258 shares; 2024Q4: 259 shares; 2025Q1: 304 shares; 2025Q2: 332 shares 332 $83K 0.01% +28 Timeline AN AUTONATION INC More: the full row for AUTONATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 434 shares; 2024Q4: 430 shares; 2025Q1: 413 shares; 2025Q2: 422 shares 422 $83K 0.01% +9 Timeline MCO MOODYS CORP More: the full row for MOODYS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 121 shares; 2024Q4: 136 shares; 2025Q1: 155 shares; 2025Q2: 166 shares 166 $83K 0.01% +11 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 973 shares; 2024Q4: 1,140 shares; 2025Q1: 1,307 shares; 2025Q2: 1,314 shares 1,314 $82K 0.01% +7 Timeline CB CHUBB LIMITED More: the full row for CHUBB LIMITED Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 239 shares; 2025Q1: 270 shares; 2025Q2: 282 shares 282 $81K 0.01% +12 Timeline HLT HILTON WORLDWIDE HLDGS INC More: the full row for HILTON WORLDWIDE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 260 shares; 2024Q4: 281 shares; 2025Q1: 309 shares; 2025Q2: 307 shares 307 $81K 0.01% -2 Timeline CDNS CADENCE DESIGN SYSTEM INC More: the full row for CADENCE DESIGN SYSTEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 219 shares; 2024Q4: 240 shares; 2025Q1: 229 shares; 2025Q2: 261 shares 261 $80K 0.01% +32 Timeline QUAL ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 528 shares; 2024Q4: 528 shares; 2025Q1: 439 shares; 2025Q2: 439 shares 439 $80K 0.01% 0 Timeline TEL TE CONNECTIVITY PLC More: the full row for TE CONNECTIVITY PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 356 shares; 2024Q4: 383 shares; 2025Q1: 437 shares; 2025Q2: 471 shares 471 $79K 0.01% +34 Timeline PLD PROLOGIS INC. More: the full row for PROLOGIS INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 934 shares; 2024Q4: 907 shares; 2025Q1: 896 shares; 2025Q2: 738 shares 738 $77K 0.01% -158 Timeline CBRE CBRE GROUP INC More: the full row for CBRE GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 426 shares; 2024Q4: 471 shares; 2025Q1: 530 shares; 2025Q2: 555 shares 555 $77K 0.01% +25 Timeline DWAS 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 678 shares; 2024Q4: 912 shares; 2025Q1: 912 shares; 2025Q2: 912 shares 912 $77K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 130 shares; 2025Q1: 136 shares; 2025Q2: 149 shares 149 $76K 0.01% +13 Timeline WSM WILLIAMS SONOMA INC More: the full row for WILLIAMS SONOMA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 391 shares; 2024Q4: 418 shares; 2025Q1: 482 shares; 2025Q2: 467 shares 467 $76K 0.01% -15 Timeline JCI JOHNSON CONTROLS INTERNATION More: the full row for JOHNSON CONTROLS INTERNATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 481 shares; 2024Q4: 541 shares; 2025Q1: 640 shares; 2025Q2: 713 shares 713 $75K 0.01% +73 Timeline CMI CUMMINS INC More: the full row for CUMMINS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 205 shares; 2024Q4: 230 shares; 2025Q1: 237 shares; 2025Q2: 226 shares 226 $74K 0.01% -11 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 31 shares; 2024Q4: 34 shares; 2025Q1: 45 shares; 2025Q2: 41 shares 41 $74K 0.01% -4 Timeline KBH KB HOME More: the full row for KB HOME Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,389 shares; 2024Q4: 1,376 shares; 2025Q1: 1,383 shares; 2025Q2: 1,385 shares 1,385 $73K 0.01% +2 Timeline GSK GSK PLC More: the full row for GSK PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,056 shares; 2024Q4: 1,915 shares; 2025Q1: 1,915 shares; 2025Q2: 1,915 shares 1,915 $73K 0.01% 0 Timeline IBDY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,509 shares; 2024Q4: 2,638 shares; 2025Q1: 2,829 shares; 2025Q2: 2,829 shares 2,829 $73K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 691 shares; 2024Q4: 750 shares; 2025Q1: 1,034 shares; 2025Q2: 804 shares 804 $72K 0.01% -230 Timeline HOOD ROBINHOOD MKTS INC More: the full row for ROBINHOOD MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 251 shares; 2024Q4: 418 shares; 2025Q1: 636 shares; 2025Q2: 779 shares 779 $72K 0.01% +143 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,330 shares; 2024Q4: 1,426 shares; 2025Q1: 1,548 shares; 2025Q2: 1,388 shares 1,388 $72K 0.01% -160 Timeline BPOP POPULAR INC More: the full row for POPULAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 751 shares; 2024Q4: 751 shares; 2025Q1: 751 shares; 2025Q2: 654 shares 654 $72K 0.01% -97 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 328 shares; 2024Q4: 336 shares; 2025Q1: 326 shares; 2025Q2: 327 shares 327 $71K 0.01% +1 Timeline ROK ROCKWELL AUTOMATION INC More: the full row for ROCKWELL AUTOMATION INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 177 shares; 2024Q4: 199 shares; 2025Q1: 207 shares; 2025Q2: 215 shares 215 $71K 0.01% +8 Timeline ECL ECOLAB INC More: the full row for ECOLAB INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 216 shares; 2024Q4: 234 shares; 2025Q1: 259 shares; 2025Q2: 265 shares 265 $71K 0.01% +6 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 107 shares; 2024Q4: 115 shares; 2025Q1: 129 shares; 2025Q2: 138 shares 138 $70K 0.01% +9 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 996 shares; 2024Q4: 996 shares; 2025Q1: 844 shares; 2025Q2: 844 shares 844 $69K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 3,182 shares; 2024Q4: 2,881 shares; 2025Q1: 3,185 shares; 2025Q2: 2,861 shares 2,861 $69K 0.01% -324 Timeline XYL XYLEM INC More: the full row for XYLEM INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 434 shares; 2024Q4: 444 shares; 2025Q1: 500 shares; 2025Q2: 532 shares 532 $68K 0.01% +32 Timeline APP APPLOVIN CORP More: the full row for APPLOVIN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 51 shares; 2024Q4: 91 shares; 2025Q1: 168 shares; 2025Q2: 195 shares 195 $68K 0.01% +27 Timeline MSI MOTOROLA SOLUTIONS INC More: the full row for MOTOROLA SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 140 shares; 2024Q4: 158 shares; 2025Q1: 185 shares; 2025Q2: 163 shares 163 $68K 0.01% -22 Timeline RS RELIANCE INC More: the full row for RELIANCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 178 shares; 2024Q4: 194 shares; 2025Q1: 229 shares; 2025Q2: 218 shares 218 $68K 0.01% -11 Timeline CARR CARRIER GLOBAL CORPORATION More: the full row for CARRIER GLOBAL CORPORATION Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 717 shares; 2024Q4: 768 shares; 2025Q1: 861 shares; 2025Q2: 929 shares 929 $67K 0.01% +68 Timeline LEN LENNAR CORP More: the full row for LENNAR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 578 shares; 2024Q4: 586 shares; 2025Q1: 619 shares; 2025Q2: 607 shares 607 $67K 0.01% -12 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 721 shares; 2024Q4: 771 shares; 2025Q1: 965 shares; 2025Q2: 1,135 shares 1,135 $66K 0.01% +170 Timeline NRG NRG ENERGY INC More: the full row for NRG ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 294 shares; 2024Q4: 356 shares; 2025Q1: 436 shares; 2025Q2: 414 shares 414 $66K 0.01% -22 Timeline CHTR CHARTER COMMUNICATIONS INC More: the full row for CHARTER COMMUNICATIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 95 shares; 2024Q4: 115 shares; 2025Q1: 143 shares; 2025Q2: 160 shares 160 $65K 0.01% +17 Timeline FCX FREEPORT MCMORAN INC More: the full row for FREEPORT MCMORAN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,148 shares; 2024Q4: 1,229 shares; 2025Q1: 1,329 shares; 2025Q2: 1,504 shares 1,504 $65K 0.01% +175 Timeline IBDX ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,675 shares; 2024Q4: 2,395 shares; 2025Q1: 2,590 shares; 2025Q2: 2,590 shares 2,590 $65K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93 shares; 2024Q4: 99 shares; 2025Q1: 105 shares; 2025Q2: 109 shares 109 $64K 0.01% +4 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 123 shares; 2024Q4: 123 shares; 2025Q1: 142 shares; 2025Q2: 120 shares 120 $64K 0.01% -22 Timeline KTOS KRATOS DEFENSE & SEC SOLUTIO More: the full row for KRATOS DEFENSE & SEC SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 729 shares; 2024Q4: 1,360 shares; 2025Q1: 1,386 shares; 2025Q2: 1,386 shares 1,386 $64K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 407 shares; 2024Q4: 442 shares; 2025Q1: 521 shares; 2025Q2: 534 shares 534 $63K 0.01% +13 Timeline HESS CORP HESS CORP More: the full row for HESS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 305 shares; 2024Q4: 355 shares; 2025Q1: 468 shares; 2025Q2: 459 shares 459 $63K 0.01% -9 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146 shares; 2024Q4: 171 shares; 2025Q1: 200 shares; 2025Q2: 201 shares 201 $62K 0.01% +1 Timeline LYV LIVE NATION ENTERTAINMENT IN More: the full row for LIVE NATION ENTERTAINMENT IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 322 shares; 2024Q4: 351 shares; 2025Q1: 380 shares; 2025Q2: 416 shares 416 $62K 0.01% +36 Timeline EPD ENTERPRISE PRODS PARTNERS L More: the full row for ENTERPRISE PRODS PARTNERS L Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,000 shares; 2024Q4: 2,000 shares; 2025Q1: 2,000 shares; 2025Q2: 2,000 shares 2,000 $62K 0.01% 0 Timeline VAC MARRIOTT VACATIONS WORLDWIDE More: the full row for MARRIOTT VACATIONS WORLDWIDE Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 808 shares; 2024Q4: 826 shares; 2025Q1: 834 shares; 2025Q2: 849 shares 849 $61K 0.01% +15 Timeline CTAS CINTAS CORP More: the full row for CINTAS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 170 shares; 2024Q4: 202 shares; 2025Q1: 240 shares; 2025Q2: 276 shares 276 $61K 0.01% +36 Timeline IGIB ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,149 shares; 2024Q4: 1,149 shares; 2025Q1: 1,149 shares; 2025Q2: 1,149 shares 1,149 $61K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 37 shares; 2024Q4: 45 shares; 2025Q1: 80 shares; 2025Q2: 79 shares 79 $60K 0.01% -1 Timeline NI NISOURCE INC More: the full row for NISOURCE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,292 shares; 2024Q4: 1,113 shares; 2025Q1: 1,551 shares; 2025Q2: 1,499 shares 1,499 $60K 0.01% -52 Timeline ESI ELEMENT SOLUTIONS INC More: the full row for ELEMENT SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,615 shares; 2024Q4: 2,684 shares; 2025Q1: 2,749 shares; 2025Q2: 2,685 shares 2,685 $60K 0.01% -64 Timeline MRVL MARVELL TECHNOLOGY INC More: the full row for MARVELL TECHNOLOGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 346 shares; 2024Q4: 768 shares; 2025Q1: 775 shares; 2025Q2: 772 shares 772 $59K 0.01% -3 Timeline NVR NVR INC More: the full row for NVR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 6 shares; 2024Q4: 7 shares; 2025Q1: 7 shares; 2025Q2: 8 shares 8 $59K 0.01% +1 Timeline HWM HOWMET AEROSPACE INC More: the full row for HOWMET AEROSPACE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 116 shares; 2024Q4: 174 shares; 2025Q1: 255 shares; 2025Q2: 321 shares 321 $59K 0.01% +66 Timeline PSX PHILLIPS 66 More: the full row for PHILLIPS 66 Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 364 shares; 2024Q4: 372 shares; 2025Q1: 496 shares; 2025Q2: 498 shares 498 $59K 0.01% +2 Timeline EA ELECTRONIC ARTS INC More: the full row for ELECTRONIC ARTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 266 shares; 2024Q4: 302 shares; 2025Q1: 324 shares; 2025Q2: 374 shares 374 $59K 0.01% +50 Timeline CLH CLEAN HARBORS INC More: the full row for CLEAN HARBORS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 217 shares; 2024Q4: 229 shares; 2025Q1: 230 shares; 2025Q2: 257 shares 257 $59K 0.01% +27 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,770 shares; 2024Q4: 1,794 shares; 2025Q1: 1,643 shares; 2025Q2: 1,273 shares 1,273 $58K 0.01% -370 Timeline LAD LITHIA MTRS INC More: the full row for LITHIA MTRS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 166 shares; 2024Q4: 176 shares; 2025Q1: 186 shares; 2025Q2: 172 shares 172 $58K 0.01% -14 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 320 shares; 2024Q4: 356 shares; 2025Q1: 374 shares; 2025Q2: 362 shares 362 $58K 0.01% -12 Timeline PRI PRIMERICA INC More: the full row for PRIMERICA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 189 shares; 2024Q4: 204 shares; 2025Q1: 221 shares; 2025Q2: 215 shares 215 $58K 0.01% -6 Timeline SHOP SHOPIFY INC More: the full row for SHOPIFY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 382 shares; 2024Q4: 435 shares; 2025Q1: 452 shares; 2025Q2: 496 shares 496 $57K 0.01% +44 Timeline DDS DILLARDS INC More: the full row for DILLARDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 131 shares; 2024Q4: 133 shares; 2025Q1: 133 shares; 2025Q2: 137 shares 137 $57K 0.01% +4 Timeline GPI GROUP 1 AUTOMOTIVE INC More: the full row for GROUP 1 AUTOMOTIVE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 119 shares; 2025Q1: 130 shares; 2025Q2: 132 shares 132 $57K 0.01% +2 Timeline SKYY FIRST TR EXCHANGE-TRADED FD More: the full row for FIRST TR EXCHANGE-TRADED FD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 362 shares; 2024Q4: 469 shares; 2025Q1: 469 shares; 2025Q2: 469 shares 469 $57K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 142 shares; 2024Q4: 142 shares; 2025Q1: 253 shares; 2025Q2: 250 shares 250 $56K 0.01% -3 Timeline EMR EMERSON ELEC CO More: the full row for EMERSON ELEC CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 346 shares; 2024Q4: 409 shares; 2025Q1: 433 shares; 2025Q2: 421 shares 421 $56K 0.01% -12 Timeline ACGL ARCH CAP GROUP LTD More: the full row for ARCH CAP GROUP LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 432 shares; 2024Q4: 429 shares; 2025Q1: 548 shares; 2025Q2: 625 shares 625 $56K 0.01% +77 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 202 shares; 2024Q4: 1,095 shares; 2025Q1: 1,191 shares; 2025Q2: 1,072 shares 1,072 $56K 0.01% -119 Timeline IBDZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,068 shares; 2024Q4: 2,148 shares; 2025Q1: 2,148 shares; 2025Q2: 2,148 shares 2,148 $56K 0.01% 0 Timeline BABA ALIBABA GROUP HLDG LTD More: the full row for ALIBABA GROUP HLDG LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 466 shares; 2024Q4: 466 shares; 2025Q1: 491 shares; 2025Q2: 491 shares 491 $55K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 5,340 shares; 2024Q4: 5,340 shares; 2025Q1: 5,340 shares; 2025Q2: 5,340 shares 5,340 $55K 0.01% 0 Timeline CINF CINCINNATI FINL CORP More: the full row for CINCINNATI FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 259 shares; 2024Q4: 294 shares; 2025Q1: 335 shares; 2025Q2: 371 shares 371 $55K 0.01% +36 Timeline KMI KINDER MORGAN INC DEL More: the full row for KINDER MORGAN INC DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,077 shares; 2024Q4: 1,345 shares; 2025Q1: 1,672 shares; 2025Q2: 1,863 shares 1,863 $54K 0.01% +191 Timeline CL COLGATE PALMOLIVE CO More: the full row for COLGATE PALMOLIVE CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 465 shares; 2024Q4: 486 shares; 2025Q1: 588 shares; 2025Q2: 599 shares 599 $54K 0.01% +11 Timeline TPR TAPESTRY INC More: the full row for TAPESTRY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 541 shares; 2024Q4: 541 shares; 2025Q1: 601 shares; 2025Q2: 626 shares 626 $54K 0.01% +25 Timeline YUM YUM BRANDS INC More: the full row for YUM BRANDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 465 shares; 2024Q4: 477 shares; 2025Q1: 521 shares; 2025Q2: 369 shares 369 $54K 0.01% -152 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 493 shares; 2024Q4: 510 shares; 2025Q1: 682 shares; 2025Q2: 780 shares 780 $53K 0.01% +98 Timeline PPG PPG INDS INC More: the full row for PPG INDS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 399 shares; 2024Q4: 399 shares; 2025Q1: 445 shares; 2025Q2: 471 shares 471 $53K 0.01% +26 Timeline MCHP MICROCHIP TECHNOLOGY INC. More: the full row for MICROCHIP TECHNOLOGY INC. Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 852 shares; 2024Q4: 832 shares; 2025Q1: 841 shares; 2025Q2: 766 shares 766 $53K 0.01% -75 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 568 shares; 2024Q4: 607 shares; 2025Q1: 691 shares; 2025Q2: 708 shares 708 $53K 0.01% +17 Timeline FDX FEDEX CORP More: the full row for FEDEX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 164 shares; 2024Q4: 209 shares; 2025Q1: 227 shares; 2025Q2: 230 shares 230 $52K 0.01% +3 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66 shares; 2024Q4: 72 shares; 2025Q1: 81 shares; 2025Q2: 91 shares 91 $52K 0.01% +10 Timeline DELL DELL TECHNOLOGIES INC More: the full row for DELL TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 383 shares; 2024Q4: 385 shares; 2025Q1: 388 shares; 2025Q2: 429 shares 429 $52K 0.01% +41 Timeline GM GENERAL MTRS CO More: the full row for GENERAL MTRS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 645 shares; 2024Q4: 823 shares; 2025Q1: 940 shares; 2025Q2: 1,065 shares 1,065 $52K 0.01% +125 Timeline AFL AFLAC INC More: the full row for AFLAC INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 434 shares; 2024Q4: 496 shares; 2025Q1: 522 shares; 2025Q2: 500 shares 500 $52K 0.01% -22 Timeline PAG PENSKE AUTOMOTIVE GRP INC More: the full row for PENSKE AUTOMOTIVE GRP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 262 shares; 2024Q4: 283 shares; 2025Q1: 301 shares; 2025Q2: 306 shares 306 $52K 0.01% +5 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 901 shares; 2024Q4: 954 shares; 2025Q1: 1,090 shares; 2025Q2: 595 shares 595 $51K 0.01% -495 Timeline PAYX PAYCHEX INC More: the full row for PAYCHEX INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 227 shares; 2024Q4: 268 shares; 2025Q1: 318 shares; 2025Q2: 351 shares 351 $51K 0.01% +33 Timeline EW EDWARDS LIFESCIENCES CORP More: the full row for EDWARDS LIFESCIENCES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 472 shares; 2024Q4: 525 shares; 2025Q1: 582 shares; 2025Q2: 663 shares 663 $51K 0.01% +81 Timeline HPQ HP INC More: the full row for HP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,130 shares; 2024Q4: 2,179 shares; 2025Q1: 2,259 shares; 2025Q2: 2,104 shares 2,104 $51K 0.01% -155 Timeline IDV ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,504 shares; 2024Q4: 1,504 shares; 2025Q1: 1,504 shares; 2025Q2: 1,504 shares 1,504 $51K 0.01% 0 Timeline VEU VANGUARD INTL EQUITY INDEX F More: the full row for VANGUARD INTL EQUITY INDEX F Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 744 shares; 2024Q4: 744 shares; 2025Q1: 744 shares; 2025Q2: 744 shares 744 $50K 0.01% 0 Timeline EFG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 113 shares; 2024Q4: 452 shares; 2025Q1: 452 shares; 2025Q2: 452 shares 452 $50K 0.01% 0 Timeline DVY ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 371 shares; 2024Q4: 371 shares; 2025Q1: 371 shares; 2025Q2: 371 shares 371 $49K 0.01% 0 Timeline PRN 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 318 shares; 2024Q4: 318 shares; 2025Q1: 318 shares; 2025Q2: 318 shares 318 $49K 0.01% 0 Timeline IWM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 277 shares; 2024Q4: 310 shares; 2025Q1: 310 shares; 2025Q2: 226 shares 226 $48K 0.01% -84 Timeline 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 431 shares; 2024Q4: 522 shares; 2025Q1: 636 shares; 2025Q2: 657 shares 657 $48K 0.01% +21 Timeline STLD STEEL DYNAMICS INC More: the full row for STEEL DYNAMICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 214 shares; 2024Q4: 234 shares; 2025Q1: 318 shares; 2025Q2: 370 shares 370 $47K 0.01% +52 Timeline PFG PRINCIPAL FINANCIAL GROUP IN More: the full row for PRINCIPAL FINANCIAL GROUP IN Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 480 shares; 2024Q4: 513 shares; 2025Q1: 588 shares; 2025Q2: 593 shares 593 $47K 0.01% +5 Timeline MAS MASCO CORP More: the full row for MASCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 631 shares; 2024Q4: 681 shares; 2025Q1: 727 shares; 2025Q2: 744 shares 744 $47K 0.01% +17 Timeline TLS TELOS CORP MD More: the full row for TELOS CORP MD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 15,000 shares; 2024Q1: 15,000 shares; 2024Q2: 15,000 shares; 2024Q3: 15,000 shares; 2024Q4: 15,000 shares; 2025Q1: 15,000 shares; 2025Q2: 15,000 shares 15,000 $47K 0.01% 0 Timeline ANET ARISTA NETWORKS INC More: the full row for ARISTA NETWORKS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 316 shares; 2025Q1: 358 shares; 2025Q2: 459 shares 459 $46K 0.01% +101 Timeline UNM UNUM GROUP More: the full row for UNUM GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 313 shares; 2024Q4: 379 shares; 2025Q1: 467 shares; 2025Q2: 573 shares 573 $46K 0.01% +106 Timeline DGX QUEST DIAGNOSTICS INC More: the full row for QUEST DIAGNOSTICS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 247 shares; 2024Q4: 273 shares; 2025Q1: 270 shares; 2025Q2: 261 shares 261 $46K 0.01% -9 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 94 shares; 2024Q4: 121 shares; 2025Q1: 125 shares; 2025Q2: 89 shares 89 $46K 0.01% -36 Timeline RF REGIONS FINANCIAL CORP NEW More: the full row for REGIONS FINANCIAL CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,607 shares; 2024Q4: 1,798 shares; 2025Q1: 1,932 shares; 2025Q2: 1,988 shares 1,988 $46K 0.01% +56 Timeline NTAP NETAPP INC More: the full row for NETAPP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: 383 shares; 2025Q1: 386 shares; 2025Q2: 434 shares 434 $46K 0.01% +48 Timeline PWR QUANTA SVCS INC More: the full row for QUANTA SVCS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 53 shares; 2024Q4: 78 shares; 2025Q1: 71 shares; 2025Q2: 120 shares 120 $45K 0.01% +49 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 301 shares; 2024Q4: 332 shares; 2025Q1: 474 shares; 2025Q2: 530 shares 530 $45K 0.01% +56 Timeline TXT TEXTRON INC More: the full row for TEXTRON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 431 shares; 2024Q4: 460 shares; 2025Q1: 491 shares; 2025Q2: 569 shares 569 $45K 0.01% +78 Timeline TTWO TAKE-TWO INTERACTIVE SOFTWAR More: the full row for TAKE-TWO INTERACTIVE SOFTWAR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 121 shares; 2024Q4: 145 shares; 2025Q1: 182 shares; 2025Q2: 187 shares 187 $45K 0.01% +5 Timeline PNQI 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 588 shares; 2024Q4: 866 shares; 2025Q1: 866 shares; 2025Q2: 866 shares 866 $45K 0.01% 0 Timeline SYY SYSCO CORP More: the full row for SYSCO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 500 shares; 2024Q4: 531 shares; 2025Q1: 618 shares; 2025Q2: 594 shares 594 $44K 0.01% -24 Timeline IWC ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 350 shares; 2024Q4: 350 shares; 2025Q1: 350 shares; 2025Q2: 350 shares 350 $44K 0.01% 0 Timeline CMS CMS ENERGY CORP More: the full row for CMS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 475 shares; 2024Q4: 534 shares; 2025Q1: 592 shares; 2025Q2: 638 shares 638 $44K 0.01% +46 Timeline VEEV VEEVA SYS INC More: the full row for VEEVA SYS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 96 shares; 2024Q4: 112 shares; 2025Q1: 144 shares; 2025Q2: 155 shares 155 $44K 0.01% +11 Timeline CAH CARDINAL HEALTH INC More: the full row for CARDINAL HEALTH INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146 shares; 2024Q4: 181 shares; 2025Q1: 221 shares; 2025Q2: 259 shares 259 $43K 0.01% +38 Timeline XEL XCEL ENERGY INC More: the full row for XCEL ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 484 shares; 2024Q4: 523 shares; 2025Q1: 596 shares; 2025Q2: 639 shares 639 $43K 0.01% +43 Timeline F FORD MTR CO More: the full row for FORD MTR CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,561 shares; 2024Q4: 2,773 shares; 2025Q1: 3,069 shares; 2025Q2: 4,016 shares 4,016 $43K 0.01% +947 Timeline LH LABCORP HOLDINGS INC More: the full row for LABCORP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 122 shares; 2024Q4: 138 shares; 2025Q1: 160 shares; 2025Q2: 167 shares 167 $43K 0.01% +7 Timeline HAL HALLIBURTON CO More: the full row for HALLIBURTON CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 2,462 shares; 2024Q4: 2,487 shares; 2025Q1: 2,506 shares; 2025Q2: 2,147 shares 2,147 $43K 0.01% -359 Timeline PRU PRUDENTIAL FINL INC More: the full row for PRUDENTIAL FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 356 shares; 2024Q4: 405 shares; 2025Q1: 428 shares; 2025Q2: 409 shares 409 $43K 0.01% -19 Timeline EWX 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 687 shares; 2024Q4: 698 shares; 2025Q1: 698 shares; 2025Q2: 703 shares 703 $43K 0.01% +5 Timeline NKE NIKE INC More: the full row for NIKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 617 shares; 2024Q4: 645 shares; 2025Q1: 776 shares; 2025Q2: 593 shares 593 $42K 0.01% -183 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 279 shares; 2024Q4: 328 shares; 2025Q1: 365 shares; 2025Q2: 418 shares 418 $42K 0.01% +53 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 276 shares; 2024Q4: 360 shares; 2025Q1: 426 shares; 2025Q2: 1,005 shares 1,005 $42K 0.01% +579 Timeline NET CLOUDFLARE INC More: the full row for CLOUDFLARE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 211 shares; 2024Q4: 205 shares; 2025Q1: 209 shares; 2025Q2: 215 shares 215 $42K 0.01% +6 Timeline MSCI MSCI INC More: the full row for MSCI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 48 shares; 2024Q4: 58 shares; 2025Q1: 65 shares; 2025Q2: 73 shares 73 $42K 0.01% +8 Timeline TRGP TARGA RES CORP More: the full row for TARGA RES CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 178 shares; 2024Q4: 209 shares; 2025Q1: 265 shares; 2025Q2: 243 shares 243 $42K 0.01% -22 Timeline HPE HEWLETT PACKARD ENTERPRISE C More: the full row for HEWLETT PACKARD ENTERPRISE C Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,808 shares; 2024Q4: 1,949 shares; 2025Q1: 1,920 shares; 2025Q2: 2,087 shares 2,087 $42K 0.01% +167 Timeline PCAR PACCAR INC More: the full row for PACCAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 398 shares; 2024Q4: 449 shares; 2025Q1: 531 shares; 2025Q2: 452 shares 452 $42K 0.01% -79 Timeline OTIS OTIS WORLDWIDE CORP More: the full row for OTIS WORLDWIDE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 341 shares; 2024Q4: 383 shares; 2025Q1: 425 shares; 2025Q2: 432 shares 432 $42K 0.01% +7 Timeline LQD ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 378 shares; 2024Q4: 378 shares; 2025Q1: 378 shares; 2025Q2: 378 shares 378 $41K 0.01% 0 Timeline IHI ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 659 shares; 2024Q4: 659 shares; 2025Q1: 659 shares; 2025Q2: 659 shares 659 $41K 0.01% 0 Timeline IT GARTNER INC More: the full row for GARTNER INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 75 shares; 2024Q4: 83 shares; 2025Q1: 93 shares; 2025Q2: 102 shares 102 $41K 0.01% +9 Timeline FSLR FIRST SOLAR INC More: the full row for FIRST SOLAR INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 269 shares; 2024Q4: 280 shares; 2025Q1: 288 shares; 2025Q2: 249 shares 249 $41K 0.01% -39 Timeline ATI ATI INC More: the full row for ATI INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 406 shares; 2024Q4: 402 shares; 2025Q1: 460 shares; 2025Q2: 479 shares 479 $41K 0.01% +19 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 342 shares; 2024Q4: 438 shares; 2025Q1: 566 shares; 2025Q2: 508 shares 508 $40K 0.01% -58 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 999 shares; 2024Q4: 990 shares; 2025Q1: 962 shares; 2025Q2: 898 shares 898 $40K 0.01% -64 Timeline TMHC TAYLOR MORRISON HOME CORP More: the full row for TAYLOR MORRISON HOME CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 567 shares; 2024Q4: 610 shares; 2025Q1: 642 shares; 2025Q2: 653 shares 653 $40K 0.01% +11 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 289 shares; 2024Q4: 322 shares; 2025Q1: 388 shares; 2025Q2: 389 shares 389 $40K 0.01% +1 Timeline VLO VALERO ENERGY CORP More: the full row for VALERO ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 239 shares; 2024Q4: 238 shares; 2025Q1: 333 shares; 2025Q2: 301 shares 301 $40K 0.01% -32 Timeline DOV DOVER CORP More: the full row for DOVER CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: 185 shares; 2025Q1: 211 shares; 2025Q2: 222 shares 222 $40K 0.01% +11 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 231 shares; 2024Q4: 276 shares; 2025Q1: 343 shares; 2025Q2: 366 shares 366 $40K 0.01% +23 Timeline FFIV F5 INC More: the full row for F5 INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 88 shares; 2024Q4: 103 shares; 2025Q1: 124 shares; 2025Q2: 139 shares 139 $40K 0.01% +15 Timeline CACC CREDIT ACCEP CORP MICH More: the full row for CREDIT ACCEP CORP MICH Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 68 shares; 2024Q4: 70 shares; 2025Q1: 79 shares; 2025Q2: 80 shares 80 $40K 0.01% +1 Timeline DGRO ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 926 shares; 2024Q4: 926 shares; 2025Q1: 800 shares; 2025Q2: 611 shares 611 $39K 0.01% -189 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 101 shares; 2024Q4: 112 shares; 2025Q1: 129 shares; 2025Q2: 128 shares 128 $39K 0.01% -1 Timeline NTRS NORTHERN TR CORP More: the full row for NORTHERN TR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 236 shares; 2024Q4: 279 shares; 2025Q1: 310 shares; 2025Q2: 311 shares 311 $39K 0.01% +1 Timeline PEG PUBLIC SVC ENTERPRISE GROUP More: the full row for PUBLIC SVC ENTERPRISE GROUP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 356 shares; 2024Q4: 412 shares; 2025Q1: 432 shares; 2025Q2: 464 shares 464 $39K 0.01% +32 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 401 shares; 2024Q4: 458 shares; 2025Q1: 533 shares; 2025Q2: 623 shares 623 $39K 0.01% +90 Timeline TFC TRUIST FINL CORP More: the full row for TRUIST FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 723 shares; 2024Q4: 849 shares; 2025Q1: 979 shares; 2025Q2: 929 shares 929 $39K 0.01% -50 Timeline STT STATE STR CORP More: the full row for STATE STR CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 276 shares; 2024Q4: 314 shares; 2025Q1: 357 shares; 2025Q2: 375 shares 375 $39K 0.01% +18 Timeline KMB KIMBERLY-CLARK CORP More: the full row for KIMBERLY-CLARK CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 224 shares; 2024Q4: 198 shares; 2025Q1: 289 shares; 2025Q2: 300 shares 300 $38K 0.01% +11 Timeline SCZ ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 518 shares; 2024Q4: 528 shares; 2025Q1: 528 shares; 2025Q2: 536 shares 536 $38K 0.01% +8 Timeline EXEL EXELIXIS INC More: the full row for EXELIXIS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 180 shares; 2024Q4: 247 shares; 2025Q1: 769 shares; 2025Q2: 872 shares 872 $38K 0.01% +103 Timeline IONQ IONQ INC More: the full row for IONQ INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 903 shares; 2025Q1: 903 shares; 2025Q2: 903 shares 903 $38K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 152 shares; 2024Q4: 168 shares; 2025Q1: 205 shares; 2025Q2: 233 shares 233 $38K 0.01% +28 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66 shares; 2024Q4: 99 shares; 2025Q1: 174 shares; 2025Q2: 186 shares 186 $38K 0.01% +12 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 77 shares; 2024Q4: 93 shares; 2025Q1: 114 shares; 2025Q2: 125 shares 125 $38K 0.01% +11 Timeline VMC VULCAN MATLS CO More: the full row for VULCAN MATLS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 115 shares; 2024Q4: 130 shares; 2025Q1: 119 shares; 2025Q2: 146 shares 146 $38K 0.01% +27 Timeline DRI DARDEN RESTAURANTS INC More: the full row for DARDEN RESTAURANTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 93 shares; 2024Q4: 103 shares; 2025Q1: 143 shares; 2025Q2: 175 shares 175 $38K 0.01% +32 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 135 shares; 2024Q4: 135 shares; 2025Q1: 135 shares; 2025Q2: 135 shares 135 $37K 0.01% 0 Timeline DHI D R HORTON INC More: the full row for D R HORTON INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 285 shares; 2024Q4: 323 shares; 2025Q1: 331 shares; 2025Q2: 289 shares 289 $37K 0.01% -42 Timeline EXC EXELON CORP More: the full row for EXELON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 683 shares; 2024Q4: 698 shares; 2025Q1: 852 shares; 2025Q2: 854 shares 854 $37K 0.01% +2 Timeline RJF RAYMOND JAMES FINL INC More: the full row for RAYMOND JAMES FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 139 shares; 2024Q4: 175 shares; 2025Q1: 201 shares; 2025Q2: 243 shares 243 $37K 0.01% +42 Timeline CPAY CORPAY INC More: the full row for CORPAY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64 shares; 2024Q4: 83 shares; 2025Q1: 96 shares; 2025Q2: 112 shares 112 $37K 0.01% +16 Timeline TIDAL TRUST II TIDAL TRUST II More: the full row for TIDAL TRUST II Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: 4,121 shares; 2025Q1: 4,121 shares; 2025Q2: 4,121 shares 4,121 $37K 0.01% 0 SMH 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 87 shares; 2024Q4: 131 shares; 2025Q1: 131 shares; 2025Q2: 131 shares 131 $36K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 247 shares; 2024Q4: 251 shares; 2025Q1: 311 shares; 2025Q2: 323 shares 323 $36K 0.01% +12 Timeline D DOMINION ENERGY INC More: the full row for DOMINION ENERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 507 shares; 2024Q4: 536 shares; 2025Q1: 609 shares; 2025Q2: 646 shares 646 $36K 0.01% +37 Timeline EVRG EVERGY INC More: the full row for EVERGY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 441 shares; 2024Q4: 468 shares; 2025Q1: 496 shares; 2025Q2: 536 shares 536 $36K 0.01% +40 Timeline ALLY ALLY FINL INC More: the full row for ALLY FINL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 818 shares; 2024Q4: 904 shares; 2025Q1: 1,011 shares; 2025Q2: 941 shares 941 $36K 0.01% -70 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 113 shares; 2024Q4: 119 shares; 2025Q1: 131 shares; 2025Q2: 142 shares 142 $36K 0.01% +11 Timeline SCHB SCHWAB STRATEGIC TR More: the full row for SCHWAB STRATEGIC TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,494 shares; 2024Q4: 1,494 shares; 2025Q1: 1,494 shares; 2025Q2: 1,494 shares 1,494 $35K 0.01% 0 Timeline ETR ENTERGY CORP NEW More: the full row for ENTERGY CORP NEW Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 468 shares; 2025Q1: 391 shares; 2025Q2: 428 shares 428 $35K 0.01% +37 Timeline SRE SEMPRA More: the full row for SEMPRA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 541 shares; 2024Q4: 612 shares; 2025Q1: 606 shares; 2025Q2: 474 shares 474 $35K 0.01% -132 Timeline FLEX FLEX LTD More: the full row for FLEX LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 296 shares; 2024Q4: 462 shares; 2025Q1: 526 shares; 2025Q2: 721 shares 721 $35K 0.01% +195 Timeline IAGG ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 691 shares; 2024Q4: 691 shares; 2025Q1: 691 shares; 2025Q2: 691 shares 691 $35K 0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 357 shares; 2024Q4: 450 shares; 2025Q1: 494 shares; 2025Q2: 425 shares 425 $34K <0.01% -69 Timeline EEM ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 711 shares 711 $34K <0.01% new Timeline CF CF INDUSTRIES HOLD More: the full row for CF INDUSTRIES HOLD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 230 shares; 2024Q4: 292 shares; 2025Q1: 357 shares; 2025Q2: 370 shares 370 $34K <0.01% +13 Timeline VRSN VERISIGN INC More: the full row for VERISIGN INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 71 shares; 2024Q4: 84 shares; 2025Q1: 110 shares; 2025Q2: 121 shares 121 $34K <0.01% +11 Timeline VOYA VOYA FINANCIAL INC More: the full row for VOYA FINANCIAL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 485 shares; 2024Q4: 490 shares; 2025Q1: 547 shares; 2025Q2: 487 shares 487 $34K <0.01% -60 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 82 shares; 2024Q4: 108 shares; 2025Q1: 128 shares; 2025Q2: 140 shares 140 $34K <0.01% +12 Timeline CBOE CBOE GLOBAL MKTS INC More: the full row for CBOE GLOBAL MKTS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 60 shares; 2024Q4: 80 shares; 2025Q1: 118 shares; 2025Q2: 148 shares 148 $34K <0.01% +30 Timeline RDDT REDDIT INC More: the full row for REDDIT INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 228 shares; 2025Q2: 228 shares 228 $34K <0.01% 0 Timeline EXR EXTRA SPACE STORAGE INC More: the full row for EXTRA SPACE STORAGE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 258 shares; 2024Q4: 258 shares; 2025Q1: 247 shares; 2025Q2: 233 shares 233 $34K <0.01% -14 Timeline HUM HUMANA INC More: the full row for HUMANA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 146 shares; 2024Q4: 149 shares; 2025Q1: 173 shares; 2025Q2: 141 shares 141 $34K <0.01% -32 Timeline DD DUPONT DE NEMOURS INC More: the full row for DUPONT DE NEMOURS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 457 shares; 2024Q4: 506 shares; 2025Q1: 561 shares; 2025Q2: 502 shares 502 $34K <0.01% -59 Timeline SDY SPDR SERIES TRUST More: the full row for SPDR SERIES TRUST Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 249 shares; 2024Q4: 249 shares; 2025Q1: 249 shares; 2025Q2: 249 shares 249 $33K <0.01% 0 Timeline AXON AXON ENTERPRISE INC More: the full row for AXON ENTERPRISE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 24 shares; 2025Q2: 41 shares 41 $33K <0.01% +17 Timeline MKL MARKEL GROUP INC More: the full row for MARKEL GROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 11 shares; 2024Q4: 13 shares; 2025Q1: 18 shares; 2025Q2: 17 shares 17 $33K <0.01% -1 Timeline FERG FERGUSON ENTERPRISES INC More: the full row for FERGUSON ENTERPRISES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 45 shares; 2024Q4: 56 shares; 2025Q1: 101 shares; 2025Q2: 153 shares 153 $33K <0.01% +52 Timeline MUSA MURPHY USA INC More: the full row for MURPHY USA INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 76 shares; 2024Q4: 81 shares; 2025Q1: 86 shares; 2025Q2: 83 shares 83 $33K <0.01% -3 Timeline VLTO VERALTO CORP More: the full row for VERALTO CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 251 shares; 2024Q4: 251 shares; 2025Q1: 260 shares; 2025Q2: 328 shares 328 $33K <0.01% +68 Timeline FOXA FOX CORP More: the full row for FOX CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 98 shares; 2024Q4: 165 shares; 2025Q1: 524 shares; 2025Q2: 605 shares 605 $33K <0.01% +81 Timeline TWLO TWILIO INC More: the full row for TWILIO INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 114 shares; 2024Q4: 163 shares; 2025Q1: 257 shares; 2025Q2: 266 shares 266 $33K <0.01% +9 Timeline AJG GALLAGHER ARTHUR J & CO More: the full row for GALLAGHER ARTHUR J & CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 71 shares; 2025Q1: 96 shares; 2025Q2: 105 shares 105 $33K <0.01% +9 Timeline GRMN GARMIN LTD More: the full row for GARMIN LTD Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 92 shares; 2024Q4: 117 shares; 2025Q1: 146 shares; 2025Q2: 159 shares 159 $33K <0.01% +13 Timeline ZBRA ZEBRA TECHNOLOGIES CORPORATI More: the full row for ZEBRA TECHNOLOGIES CORPORATI Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 79 shares; 2024Q4: 87 shares; 2025Q1: 89 shares; 2025Q2: 110 shares 110 $33K <0.01% +21 Timeline SSD SIMPSON MFG INC More: the full row for SIMPSON MFG INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 196 shares; 2024Q4: 204 shares; 2025Q1: 212 shares; 2025Q2: 217 shares 217 $33K <0.01% +5 Timeline IBDT ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,199 shares; 2024Q4: 1,335 shares; 2025Q1: 1,335 shares; 2025Q2: 1,335 shares 1,335 $33K <0.01% 0 Timeline IBDU ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,210 shares; 2024Q4: 1,455 shares; 2025Q1: 1,455 shares; 2025Q2: 1,455 shares 1,455 $33K <0.01% 0 Timeline IBDR ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,195 shares; 2024Q4: 1,327 shares; 2025Q1: 1,327 shares; 2025Q2: 1,327 shares 1,327 $32K <0.01% 0 Timeline FWONK LIBERTY MEDIA CORP DEL More: the full row for LIBERTY MEDIA CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 182 shares; 2024Q4: 230 shares; 2025Q1: 270 shares; 2025Q2: 309 shares 309 $32K <0.01% +39 Timeline IR INGERSOLL RAND INC More: the full row for INGERSOLL RAND INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 292 shares; 2024Q4: 330 shares; 2025Q1: 379 shares; 2025Q2: 392 shares 392 $32K <0.01% +13 Timeline UAL UNITED AIRLS HLDGS INC More: the full row for UNITED AIRLS HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 185 shares; 2024Q4: 316 shares; 2025Q1: 476 shares; 2025Q2: 407 shares 407 $32K <0.01% -69 Timeline A AGILENT TECHNOLOGIES INC More: the full row for AGILENT TECHNOLOGIES INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 292 shares; 2024Q4: 280 shares; 2025Q1: 285 shares; 2025Q2: 276 shares 276 $32K <0.01% -9 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 67 shares; 2024Q4: 73 shares; 2025Q1: 88 shares; 2025Q2: 104 shares 104 $32K <0.01% +16 Timeline TGT TARGET CORP More: the full row for TARGET CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 241 shares; 2024Q4: 238 shares; 2025Q1: 293 shares; 2025Q2: 332 shares 332 $32K <0.01% +39 Timeline ALSN ALLISON TRANSMISSION HLDGS I More: the full row for ALLISON TRANSMISSION HLDGS I Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 268 shares; 2024Q4: 301 shares; 2025Q1: 317 shares; 2025Q2: 339 shares 339 $32K <0.01% +22 Timeline IBDS ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 986 shares; 2024Q4: 1,329 shares; 2025Q1: 1,329 shares; 2025Q2: 1,329 shares 1,329 $32K <0.01% 0 Timeline CRWD CROWDSTRIKE HLDGS INC More: the full row for CROWDSTRIKE HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 20 shares; 2024Q4: 44 shares; 2025Q1: 46 shares; 2025Q2: 62 shares 62 $31K <0.01% +16 Timeline XLK SELECT SECTOR SPDR TR More: the full row for SELECT SECTOR SPDR TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 125 shares 125 $31K <0.01% new Timeline CMG CHIPOTLE MEXICAN GRILL INC More: the full row for CHIPOTLE MEXICAN GRILL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 337 shares; 2024Q4: 429 shares; 2025Q1: 356 shares; 2025Q2: 555 shares 555 $31K <0.01% +199 Timeline TKO TKO GROUP HOLDINGS INC More: the full row for TKO GROUP HOLDINGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 18 shares; 2024Q4: 32 shares; 2025Q1: 168 shares; 2025Q2: 173 shares 173 $31K <0.01% +5 Timeline ATO ATMOS ENERGY CORP More: the full row for ATMOS ENERGY CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 134 shares; 2024Q4: 157 shares; 2025Q1: 195 shares; 2025Q2: 204 shares 204 $31K <0.01% +9 Timeline AVY AVERY DENNISON CORP More: the full row for AVERY DENNISON CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 145 shares; 2024Q4: 154 shares; 2025Q1: 160 shares; 2025Q2: 177 shares 177 $31K <0.01% +17 Timeline ULTA ULTA BEAUTY INC More: the full row for ULTA BEAUTY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 30 shares; 2024Q4: 32 shares; 2025Q1: 28 shares; 2025Q2: 68 shares 68 $31K <0.01% +40 Timeline BBY BEST BUY INC More: the full row for BEST BUY INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 391 shares; 2024Q4: 442 shares; 2025Q1: 425 shares; 2025Q2: 470 shares 470 $31K <0.01% +45 Timeline SF STIFEL FINL CORP More: the full row for STIFEL FINL CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 209 shares; 2024Q4: 258 shares; 2025Q1: 278 shares; 2025Q2: 300 shares 300 $31K <0.01% +22 Timeline GL GLOBE LIFE INC More: the full row for GLOBE LIFE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 164 shares; 2024Q4: 191 shares; 2025Q1: 234 shares; 2025Q2: 256 shares 256 $31K <0.01% +22 Timeline GPC GENUINE PARTS CO More: the full row for GENUINE PARTS CO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 189 shares; 2024Q4: 195 shares; 2025Q1: 248 shares; 2025Q2: 251 shares 251 $30K <0.01% +3 Timeline FIS FIDELITY NATL INFORMATION SV More: the full row for FIDELITY NATL INFORMATION SV Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 214 shares; 2024Q4: 280 shares; 2025Q1: 318 shares; 2025Q2: 374 shares 374 $30K <0.01% +56 Timeline SNY SANOFI SA More: the full row for SANOFI SA Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 641 shares; 2024Q4: 641 shares; 2025Q1: 641 shares; 2025Q2: 641 shares 641 $30K <0.01% 0 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 210 shares; 2024Q4: 210 shares; 2025Q1: 210 shares; 2025Q2: 210 shares 210 $30K <0.01% 0 Timeline INTF ISHARES TR More: the full row for ISHARES TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 871 shares; 2024Q4: 871 shares; 2025Q1: 871 shares; 2025Q2: 871 shares 871 $29K <0.01% 0 Timeline CTSH COGNIZANT TECHNOLOGY SOLUTIO More: the full row for COGNIZANT TECHNOLOGY SOLUTIO Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 216 shares; 2024Q4: 269 shares; 2025Q1: 343 shares; 2025Q2: 374 shares 374 $29K <0.01% +31 Timeline CACI CACI INTL INC More: the full row for CACI INTL INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 35 shares; 2024Q4: 34 shares; 2025Q1: 52 shares; 2025Q2: 61 shares 61 $29K <0.01% +9 Timeline ATR APTARGROUP INC More: the full row for APTARGROUP INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 132 shares; 2024Q4: 162 shares; 2025Q1: 171 shares; 2025Q2: 186 shares 186 $29K <0.01% +15 Timeline J JACOBS SOLUTIONS INC More: the full row for JACOBS SOLUTIONS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 167 shares; 2024Q4: 190 shares; 2025Q1: 214 shares; 2025Q2: 225 shares 225 $29K <0.01% +11 Timeline NXPI NXP SEMICONDUCTORS N V More: the full row for NXP SEMICONDUCTORS N V Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: 1,703 shares; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 97 shares; 2024Q4: 118 shares; 2025Q1: 177 shares; 2025Q2: 137 shares 137 $29K <0.01% -40 Timeline SNOW SNOWFLAKE INC More: the full row for SNOWFLAKE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 117 shares; 2024Q4: 109 shares; 2025Q1: 100 shares; 2025Q2: 130 shares 130 $29K <0.01% +30 Timeline FCNCA FIRST CTZNS BANCSHARES INC D More: the full row for FIRST CTZNS BANCSHARES INC D Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 10 shares; 2024Q4: 16 shares; 2025Q1: 14 shares; 2025Q2: 15 shares 15 $29K <0.01% +1 Timeline UTHR UNITED THERAPEUTICS CORP DEL More: the full row for UNITED THERAPEUTICS CORP DEL Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 64 shares; 2024Q4: 81 shares; 2025Q1: 90 shares; 2025Q2: 101 shares 101 $29K <0.01% +11 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 42 shares; 2024Q4: 48 shares; 2025Q1: 62 shares; 2025Q2: 66 shares 66 $29K <0.01% +4 Timeline AEE AMEREN CORP More: the full row for AMEREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 193 shares; 2024Q4: 232 shares; 2025Q1: 272 shares; 2025Q2: 304 shares 304 $29K <0.01% +32 Timeline MTG MGIC INVT CORP WIS More: the full row for MGIC INVT CORP WIS Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 760 shares; 2024Q4: 866 shares; 2025Q1: 1,003 shares; 2025Q2: 1,056 shares 1,056 $29K <0.01% +53 Timeline TXRH TEXAS ROADHOUSE INC More: the full row for TEXAS ROADHOUSE INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 143 shares; 2024Q4: 160 shares; 2025Q1: 177 shares; 2025Q2: 159 shares 159 $29K <0.01% -18 Timeline AMCOR PLC AMCOR PLC More: the full row for AMCOR PLC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 1,711 shares; 2024Q4: 1,841 shares; 2025Q1: 2,371 shares; 2025Q2: 3,223 shares 3,223 $29K <0.01% +852 SRLN SSGA ACTIVE ETF TR More: the full row for SSGA ACTIVE ETF TR Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 719 shares; 2024Q4: 719 shares; 2025Q1: 719 shares; 2025Q2: 719 shares 719 $29K <0.01% 0 Timeline RL RALPH LAUREN CORP More: the full row for RALPH LAUREN CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66 shares; 2024Q4: 78 shares; 2025Q1: 86 shares; 2025Q2: 107 shares 107 $29K <0.01% +21 Timeline ICUI ICU MED INC More: the full row for ICU MED INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 212 shares; 2025Q1: 220 shares; 2025Q2: 221 shares 221 $29K <0.01% +1 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 163 shares; 2024Q4: 167 shares; 2025Q1: 282 shares; 2025Q2: 283 shares 283 $28K <0.01% +1 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: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 66 shares; 2024Q4: 82 shares; 2025Q1: 94 shares; 2025Q2: 109 shares 109 $28K <0.01% +15 Timeline IQV IQVIA HLDGS INC More: the full row for IQVIA HLDGS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 208 shares; 2024Q4: 198 shares; 2025Q1: 223 shares; 2025Q2: 182 shares 182 $28K <0.01% -41 Timeline ALNY ALNYLAM PHARMACEUTICALS INC More: the full row for ALNYLAM PHARMACEUTICALS INC Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 36 shares; 2024Q4: 48 shares; 2025Q1: 66 shares; 2025Q2: 87 shares 87 $28K <0.01% +21 Timeline JJSF J & J SNACK FOODS CORP More: the full row for J & J SNACK FOODS CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 261 shares; 2024Q4: 264 shares; 2025Q1: 275 shares; 2025Q2: 251 shares 251 $28K <0.01% -24 Timeline FTV FORTIVE CORP More: the full row for FORTIVE CORP Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: not reported; 2024Q1: not reported; 2024Q2: not reported; 2024Q3: 435 shares; 2024Q4: 464 shares; 2025Q1: 511 shares; 2025Q2: 546 shares 546 $28K <0.01% +35 Timeline